William Penn Association

Pittsburgh, PA
Tax-exempt since May 1950
EIN: 25-0856580

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(8) Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Revenue

$62.4M (2022)

Expenses

$57.2M (2022)

Total Assets

$569M (2022)

Total Liabilities

$522M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Revenue

$62,424,909

Expenses

$57,194,303

Net Income

$5,230,606

Net Assets

$47,478,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$34,990,041	56.1%
Investment Income	$27,612,194	44.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$278,440
Net Inventory Sales	$0
Other Revenue	$101,114	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$965,801	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,075,068	1.9%

Assets/Debt
Total Assets	$569,411,329
Total Liabilities	$521,932,607
Net Assets	$47,478,722

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$222,407	$0	$30,951
Diane M Torma (National Vp/Treasurer)	$153,027	$0	$19,708
Steven F Charles (National Vp/Internal Opera)	$133,465	$0	$11,273
Cassandra Holmes (National Vp/Secretary)	$133,383	$0	$21,000
Robert G Bisceglia (National Sales Director)	$131,426	$0	$37,038
Debra A Lewis (National Director)	$27,906	$0	$8,504
Anne Marie Schmidt (National Director/Vcob)	$27,475	$0	$7,720
Katherine E Novak (National Director/Cob)	$24,577	$0	$8,504
James W Robertson (National Director)	$23,034	$0	$7,564
Joyce E Nicholson (National Director)	$22,618	$0	$8,696
Richard E Sarosi (National Director)	$19,682	$0	$7,916
David M Kozak (National Director/Vcob)	$18,438	$0	$6,734
Michael J Chobody (National Director)	$17,356	$0	$3,863

+ View more people

990

Filed on Oct. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$86,255,147

Expenses

$80,476,376

Net Income

$5,778,771

Net Assets

$44,590,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$425,500	0.5%
Program Services	$58,605,187	67.9%
Investment Income	$27,206,308	31.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$9,995
Net Inventory Sales	$0
Other Revenue	$28,147	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$907,532	1.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$936,883	1.2%

Assets/Debt
Total Assets	$564,136,496
Total Liabilities	$519,545,622
Net Assets	$44,590,874

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$202,106	$0	$33,443
Diane M Torma (National Vp/Treasurer)	$143,795	$0	$19,902
Robert G Bisceglia (National Sales Director)	$141,603	$0	$35,121
Steven F Charles (National Vp/Internal Opera)	$123,614	$0	$12,418
Cassandra Holmes (National Vp/Secretary)	$123,306	$0	$26,069
Katherine E Novak (National Director/Cob)	$25,251	$0	$7,916
Anne Marie Schmidt (National Director/Vcob)	$25,025	$0	$7,279
Debra A Lewis (National Director)	$23,198	$0	$7,916
Joyce E Nicholson (National Director)	$21,629	$0	$8,630
Richard E Sarosi (National Director)	$19,872	$0	$7,421
James W Robertson (National Director)	$18,959	$0	$7,125
David M Kozak (National Director/Vcob)	$16,775	$0	$6,417
Michael J Chobody (National Director)	$16,696	$0	$2,770

+ View more people

990

Filed on Oct. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$61,758,985

Expenses

$59,848,797

Net Income

$1,910,188

Net Assets

$38,723,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$37,560,427	60.8%
Investment Income	$24,795,979	40.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$628,475
Net Inventory Sales	$0
Other Revenue	$31,054	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$853,103	1.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,064,309	1.8%

Assets/Debt
Total Assets	$515,650,124
Total Liabilities	$476,926,615
Net Assets	$38,723,509

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$180,436	$0	$40,167
Diane M Torma (National Vp/Treasurer)	$132,959	$0	$26,637
Robert G Bisceglia (National Sales Director)	$121,166	$0	$35,823
Steven Frederic Charles (National Vp/Internal Opera)	$106,215	$0	$11,078
Cassandra Holmes (National Vp/Secretary)	$104,955	$0	$27,376
Katherine E Novak (National Director/Cob)	$18,648	$0	$11,149
James W Robertson (National Director)	$17,278	$0	$7,089
Anne Marie Schmidt (National Director/Vcob)	$15,774	$0	$15,452
Debra A Lewis (National Director)	$15,710	$0	$13,724
David M Kozak (National Director/Vcob)	$15,375	$0	$0
Joyce E Nicholson (National Director)	$14,875	$0	$14,866
Richard E Sarosi (National Director)	$14,500	$0	$9,614
Michael J Chobody (National Director)	$13,450	$0	$4,550
Andrew W Mcnelis Deceased 920 (National Director/Vcob)	$10,012	$0	$11,216

+ View more people

990

Filed on Sept. 26, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$58,480,210

Expenses

$54,711,017

Net Income

$3,769,193

Net Assets

$35,225,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$33,158,455	56.7%
Investment Income	$24,099,170	41.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,147,468	2.0%
Net Inventory Sales	$0
Other Revenue	$75,117	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,038,008	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,093,789	2.0%

Assets/Debt
Total Assets	$486,387,214
Total Liabilities	$451,162,064
Net Assets	$35,225,150

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$173,117	$0	$39,071
Jerry A Hauser Thru 102019 (National Vp/Secretary)	$161,657	$0	$29,002
Robert G Bisceglia (National Sales Director)	$139,497	$0	$35,767
Diane M Torma (National Vp/Treasurer)	$133,568	$0	$27,641
Steven Frederic Charles Eff 102019 (National Vp/Internal Operations)	$85,845	$0	$9,908
Cassandra Holmes Eff 102019 (National Vp/Secretary)	$77,988	$0	$25,440
Anne Marie Schmidt (National Director/Vcob)	$28,679	$0	$20,446
Debra A Lewis (National Director)	$27,231	$0	$9,825
Katherine E Novak (National Director/Vcob)	$25,704	$0	$11,172
Andrew W Mcnelis (National Director/Cob)	$25,453	$0	$12,844
Richard E Sarosi (National Director)	$24,827	$0	$7,350
David M Kozak (National Director)	$22,115	$0	$9,621
James W Robertson (National Director)	$22,068	$0	$7,068
Michael J Chobody (National Director)	$21,772	$0	$4,528
Joyce E Nicholson (National Director)	$21,497	$0	$15,465

+ View more people

990

Filed on Oct. 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$59,325,292

Expenses

$56,319,216

Net Income

$3,006,076

Net Assets

$33,247,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$36,437,956	61.4%
Investment Income	$23,351,428	39.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$5,500	0.0%
Net Fundraising	$0
Sales of Assets	-$541,235
Net Inventory Sales	$0
Other Revenue	$71,643	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$807,425	1.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,161,165	2.1%

Assets/Debt
Total Assets	$467,647,840
Total Liabilities	$434,400,534
Net Assets	$33,247,306

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$177,533	$0	$36,693
Robert G Bisceglia (National Sales Director)	$133,824	$0	$32,054
Diane M Torma (National Vp/Treasurer)	$124,878	$0	$25,616
Jerry A Hauser (National Vp/Secretary)	$108,218	$0	$25,864
Anne Marie Schmidt (National Director/Vcob)	$27,169	$0	$23,204
Andrew W Mcnelis (National Director/Cob)	$23,764	$0	$12,125
Katherine E Novak (National Director/Vcob)	$23,313	$0	$11,978
Debra A Lewis (National Director)	$22,273	$0	$18,826
James W Robertson (National Director)	$21,743	$0	$7,796
Richard E Sarosi (National Director)	$21,004	$0	$7,000
David M Kozak (National Director)	$20,595	$0	$9,443
Joyce E Nicholson (National Director)	$20,376	$0	$14,843
Michael J Chobody (National Director)	$19,789	$0	$3,382

+ View more people

990

Filed on Sept. 19, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$66,695,095

Expenses

$62,842,100

Net Income

$3,852,995

Net Assets

$30,431,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$43,544,007	65.3%
Investment Income	$22,564,881	33.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,600	0.0%
Net Fundraising	$0
Sales of Assets	$489,962	0.7%
Net Inventory Sales	$0
Other Revenue	$86,645	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$803,230	1.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,089,053	1.7%

Assets/Debt
Total Assets	$447,690,475
Total Liabilities	$417,259,134
Net Assets	$30,431,341

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$167,048	$0	$34,082
Robert G Bisceglia (National Sales Director)	$136,511	$0	$0
Diane M Torma (National Vp/Treasurer)	$122,128	$0	$23,897
Jerry A Hauser (National Vp/Secretary)	$105,755	$0	$23,982
Anne Marie Schmidt (National Director/Vcob)	$30,446	$0	$21,909
Richard E Sarosi (National Director)	$25,362	$0	$6,498
Andrew W Mcnelis (National Director/Cob)	$25,338	$0	$12,306
Debra A Lewis (National Director)	$24,059	$0	$17,397
Katherine E Novak (National Director/Vcob)	$23,829	$0	$12,100
Joyce E Nicholson (National Director)	$21,846	$0	$13,407
David M Kozak (National Director)	$21,364	$0	$9,522
James W Robertson (National Director)	$19,891	$0	$9,930
Michael J Chobody (National Director)	$19,679	$0	$2,732
Albert Frate (National Director (Until 3/2017))	$2,750	$0	$5,972

+ View more people

990

Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$63,226,161

Expenses

$63,787,630

Net Income

-$561,469

Net Assets

$27,498,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$44,835,501	70.9%
Investment Income	$20,771,084	32.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$10,400	0.0%
Net Fundraising	$0
Sales of Assets	-$2,456,574
Net Inventory Sales	$0
Other Revenue	$65,750	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$813,866	1.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,134,261	1.8%

Assets/Debt
Total Assets	$411,862,799
Total Liabilities	$384,364,132
Net Assets	$27,498,667

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$169,891	$0	$38,931
Diane M Torma (National Vp/Treasurer)	$120,231	$0	$30,915
Jerry A Hauser (National Vp/Secretary)	$101,625	$0	$30,117
Richard E Sarosi (National Director)	$28,580	$0	$6,189
Andrew W Mcnelis (National Director/Cob)	$25,751	$0	$12,976
Anne Marie Schmidt (National Director/Vcob)	$25,713	$0	$12,296
James W Robertson (National Director)	$25,112	$0	$12,658
Katherine E Novak (National Director/Vcob)	$24,198	$0	$8,461
Joyce E Nicholson (National Director)	$21,916	$0	$13,474
Debra A Lewis (National Director)	$21,728	$0	$13,421
Michael J Chobody (National Director)	$21,693	$0	$2,974
David M Kozak (National Director)	$21,631	$0	$6,349
Albert Frate (National Director)	$11,350	$0	$5,687

+ View more people

990

Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$55,481,420

Expenses

$53,644,751

Net Income

$1,836,669

Net Assets

$25,946,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$35,840,404	64.6%
Investment Income	$19,497,861	35.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$8,800	0.0%
Net Fundraising	$0
Sales of Assets	$71,685	0.1%
Net Inventory Sales	$0
Other Revenue	$62,670	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,040,935	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,029,733	1.9%

Assets/Debt
Total Assets	$377,434,477
Total Liabilities	$351,487,688
Net Assets	$25,946,789

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$165,666	$0	$38,122
Diane M Torma (National V.P. Treasurer)	$121,619	$0	$31,608
Endre Csoman (National V.P. Fraternal)	$110,413	$0	$15,000
Jerry A Hauser (National V.P. Secretary)	$101,907	$0	$32,270
Barbara A House (Chair Of The Board (Until 10/2015))	$57,736	$0	$17,884
James W Robertson (National Director)	$30,839	$0	$9,575
Richard E Sarosi (National Director)	$30,545	$0	$5,234
Anne Marie Schmidt (National Director/Vcob (Eff. 10/2015))	$30,063	$0	$10,164
Katherine E Novak (National Director/Vcob (Eff. 10/2015))	$29,872	$0	$7,880
Roger G Nagy (National Director (Until 9/2015))	$25,770	$0	$6,655
Andrew W Mcnelis (Chair Of The Board (Eff. 10/2015))	$25,178	$0	$11,786
William J Bero (Vice Cob (Until 8/2015))	$20,480	$0	$11,892
Dennis A Chobody (National Director (Until 10/2015))	$18,923	$0	$6,521
Nickolas M Kotik Until 102015 (Vice Chair Of The Board)	$18,867	$0	$6,525
Debra A Lewis (National Director (Eff. 10/2015))	$9,220	$0	$0
Joyce E Nicholson (National Director (Eff. 10/2015))	$8,131	$0	$0
Albert Frate (National Director (Eff. 10/2015))	$8,054	$0	$597
Michael J Chobody (National Director (Eff. 10/2015))	$7,989	$0	$0
David M Kozak (National Director (Eff. 10/2015))	$7,950	$0	$0

+ View more people

990

Filed on Oct. 1, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$50,746,776

Expenses

$48,843,585

Net Income

$1,903,191

Net Assets

$25,837,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$31,801,708	62.7%
Investment Income	$19,244,016	37.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,600	0.0%
Net Fundraising	$0
Sales of Assets	-$340,062
Net Inventory Sales	$0
Other Revenue	$31,514	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$911,441	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,067,624	2.2%

Assets/Debt
Total Assets	$354,819,752
Total Liabilities	$328,982,162
Net Assets	$25,837,590

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$156,209	$0	$37,201
Jeffrey Desantes (Sales And Marketing Director)	$147,340	$0	$34,715
Diane M Torma (National V.P. Treasurer)	$114,763	$0	$30,884
Jerry A Hauser (National V.P. Secretary)	$91,615	$0	$27,352
Endre Csoman (National V.P. Fraternal)	$76,604	$0	$13,435
Barbara A House (Chair Of The Board)	$59,887	$0	$16,476
Andrew W Mcnelis (National Director)	$27,205	$0	$13,708
Roger G Nagy (National Director)	$25,839	$0	$8,117
Nickolas M Kotik (Vice Chair Of The Board)	$25,603	$0	$6,214
Anne Marie Schmidt (National Director)	$24,837	$0	$9,545
William J Bero (Vice Chair Of The Board)	$24,754	$0	$13,827
Richard E Sarosi (National Director)	$24,480	$0	$4,984
James W Robertson (National Director)	$22,146	$0	$5,608
Katherine E Novak (National Director)	$19,312	$0	$7,009
Dennis A Chobody (National Director)	$17,102	$0	$6,725

+ View more people

990

Filed on Oct. 10, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$57,686,458

Expenses

$55,206,020

Net Income

$2,480,438

Net Assets

$23,893,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$39,767,169	68.9%
Investment Income	$17,431,620	30.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,600	0.0%
Net Fundraising	$0
Sales of Assets	$436,092	0.8%
Net Inventory Sales	$0
Other Revenue	$41,977	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$886,082	1.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,016,796	1.8%

Assets/Debt
Total Assets	$327,699,367
Total Liabilities	$303,805,852
Net Assets	$23,893,515

Compensation

Key Employees and Officers	Compensation	Related	Other
George S Charles Jr (National President)	$148,356	$0	$36,633
Jeffrey Desantes (Sales And Marketing Manager)	$122,176	$0	$33,307
Diane M Torma (National Vp/Treasurer)	$113,033	$0	$30,656
Endre Csoman (National Vp/Fraternal)	$75,464	$0	$24,160
Richard W Toth (Former Nation Vp/Secretary Thru 5/6/13)	$53,242	$0	$20,320
Barbara A House (Chair Of The Board)	$50,824	$0	$16,155
Roger G Nagy (National Director)	$35,354	$0	$8,220
William J Bero (Vice Chair Of The Board)	$31,070	$0	$12,776
Richard E Sarosi (National Director)	$26,267	$0	$4,747
James W Robertson (National Director)	$24,444	$0	$5,341
Anne Marie Schmidt (National Director)	$23,844	$0	$9,200
Katherine E Novak (National Director)	$22,923	$0	$6,855
Dennis A Chobody (National Director)	$22,078	$0	$7,655
Andrew W Mcnelis (National Director)	$20,680	$0	$13,488
Nickolas Kotik (Vice Chair Of The Board)	$20,524	$0	$5,919
Jerry A Hauser (National Vp/Secretary)	$11,302	$0	$4,552

+ View more people

990

Filed on Nov. 5, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$73,315,851

Expenses

$70,968,235

Net Income

$2,347,616

Net Assets

$21,784,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$57,572,941	78.5%
Investment Income	$15,079,924	20.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,600	0.0%
Net Fundraising	$0
Sales of Assets	$623,697	0.9%
Net Inventory Sales	$0
Other Revenue	$29,689	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$874,972	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$931,617	1.3%

Assets/Debt
Total Assets	$292,609,994
Total Liabilities	$270,825,911
Net Assets	$21,784,083

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$41,097,258

Expenses

$39,010,779

Net Income

$2,086,479

Net Assets

$20,403,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,909,622	65.5%
Investment Income	$13,540,741	32.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$9,600	0.0%
Net Fundraising	$0
Sales of Assets	$601,414	1.5%
Net Inventory Sales	$0
Other Revenue	$35,881	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$939,366	2.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$845,898	2.2%

Assets/Debt
Total Assets	$241,893,693
Total Liabilities	$221,490,073
Net Assets	$20,403,620

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated November 21, 2024

William Penn Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $62.4M (2022)

Expenses $57.2M (2022)

Total Assets $569M (2022)

Total Liabilities $522M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$62.4M (2022)

Expenses

$57.2M (2022)

Total Assets

$569M (2022)

Total Liabilities

$522M (2022)

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004