Civic Intelligence

The William Penn Foundation

990T • Fiscal year 2022 • EIN 23-1503488

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile

View Organization Page

Two Logan Square 1100Philadelphia, PA 19103

(215) 988-1830

Siviq Scores

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Balance Sheet

Assets

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No earlier filing loaded for comparison.

Net Assets

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Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

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No earlier filing loaded for comparison.

Expenses

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Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2011: $4,370,508,965Liabilities 2011: $42,619,4552011Assets 2012: $2,022,548,640Liabilities 2012: $28,248,8642012Assets 2013: $2,283,164,256Liabilities 2013: $39,576,4842013Assets 2014: $2,332,928,903Liabilities 2014: $57,997,5132014Assets 2015: $2,270,024,694Liabilities 2015: $46,855,4572015Assets 2019: $2,825,827,362Liabilities 2019: $93,898,8972019Assets 2020: $3,219,138,685Liabilities 2020: $71,627,388Net Assets 2020: $3,147,511,2972020Assets 2021: $3,919,486,888Liabilities 2021: $78,679,680Net Assets 2021: $3,840,807,2082021Assets 2022: $3,236,819,790Liabilities 2022: $109,548,372Net Assets 2022: $3,127,271,4182022Assets 2023: $3,286,225,714Liabilities 2023: $110,629,600Net Assets 2023: $3,175,596,1142023Assets 2024: $3,435,225,624Liabilities 2024: $99,629,188Net Assets 2024: $3,335,596,4362024

Latest loaded filing

2024

Assets$3,435,225,624
Liabilities$99,629,188
Net Assets$3,335,596,436
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$200M$0-$200MRevenue 2011: $68,238,654Expenses 2011: $97,042,166Net Income 2011: -$28,803,5122011Revenue 2012: $36,366,304Expenses 2012: $82,889,996Net Income 2012: -$46,523,6922012Revenue 2013: $152,324,394Expenses 2013: $111,832,246Net Income 2013: $40,492,1482013Revenue 2014: $171,432,797Expenses 2014: $132,313,835Net Income 2014: $39,118,9622014Revenue 2015: $107,353,284Expenses 2015: $115,857,681Net Income 2015: -$8,504,3972015Revenue 2019: $266,783,240Expenses 2019: $136,231,841Net Income 2019: $130,551,3992019Revenue 2020: $175,834,650Expenses 2020: $122,796,252Net Income 2020: $53,038,3982020Revenue 2021: $378,565,953Expenses 2021: $157,448,356Net Income 2021: $221,117,5972021Revenue 2022: $79,917,908Expenses 2022: $207,861,146Net Income 2022: -$127,943,2382022Revenue 2023: $108,930,400Expenses 2023: $181,008,307Net Income 2023: -$72,077,9072023Revenue 2024: $158,540,937Expenses 2024: $154,225,097Net Income 2024: $4,315,8402024

Latest loaded filing

2024

Revenue$158,540,937
Expenses$154,225,097
Net Income$4,315,840
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
The William Penn Foundation
EIN
23-1503488
Phone
2159881830
Address
TWO LOGAN SQUARE 1100, PHILADELPHIA, PA 19103

Signing Officer

Name
Bryan Ulishney
Title
Director Finance & Adm
Phone
2159881830
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2022274000
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IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0RECEIVED A 2022 PARTNERSHIP INVESTMENT K-1 REPORTING UBI LOSS OF $1,168,494 IN 2024 AFTER THE 2022 FEDERAL FORM 990T WAS ALREADY FILED.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt1LINE 1: REDUCING ORIGINAL UBI BY $1,168,494LINE 4: REDUCING CHARITABLE CONTRIBUTION DEDUCTION FOR DECREASE IN UBI INCOME PART I, LINE 1
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt2REDUCTION IN TAX OF $220,846
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt3LINE 10: OVERPAYMENT ADJUSTMENT DUE TO DECREASE IN TAX OF $220,846LINE 11: REQUESTING REFUND OF $220,846
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN ULISHNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR FINANCE & ADM
ReturnHeader/BusinessOfficerGrp/PhoneNum02159881830
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM PENN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0231503488
ReturnHeader/Filer/PhoneNum02159881830
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022274000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK H SMITH
ReturnHeader/ReturnTs02025-12-11T08:21:22-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3,435$99.6$3,336$159$154$4.32
2023Detailed filing. Detailed filing data is available for this year.$3,286$111$3,176$109$181$72.1
2022Detailed filing. Detailed filing data is available for this year.$3,237$110$3,127$79.9$208$128
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$3,919$78.7$3,841$379$157$221
2020Detailed filing. Detailed filing data is available for this year.$3,219$71.6$3,148$176$123$53.0
2019Summary only. Only limited summary data is available for this year.$2,826$93.9$267$136$131
2015Summary only. Only limited summary data is available for this year.$2,270$46.9$107$116$8.50
2014Summary only. Only limited summary data is available for this year.$2,333$58.0$171$132$39.1
2013Summary only. Only limited summary data is available for this year.$2,283$39.6$152$112$40.5
2012Summary only. Only limited summary data is available for this year.$2,023$28.2$36.4$82.9$46.5
2011Summary only. Only limited summary data is available for this year.$4,371$42.6$68.2$97.0$28.8