Civic Intelligence

William Penn Education Association

990EZ • Fiscal year 2022 • EIN 23-2607031

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 11, 2023

Organization ProfileN/A
1365 Price StreetTrainer, PA 19061

(610) 547-8430

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

85th percentile

25%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

76th percentile

$10,314

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

79th percentile

14%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

8.1%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$105,404

Up $12,598 (+14%) from 2021

Net Assets

Up

$105,404

Up $12,598 (+14%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin85th percentile

Revenue

Up

$49,949

Up $3,724 (+8.1%) from 2021

Expenses

Down

$37,351

Down $828 (-2.2%) from 2021

Net Income

Up

$12,598

Up $4,552 (+57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2013: $82,855Net Assets 2013: $82,8552013Assets 2014: $75,435Net Assets 2014: $75,4352014Assets 2015: $62,227Net Assets 2015: $62,2272015Assets 2016: $63,306Net Assets 2016: $63,3062016Assets 2017: $67,941Net Assets 2017: $67,9412017Assets 2019: $76,654Net Assets 2019: $76,6542019Assets 2020: $84,760Net Assets 2020: $84,7602020Assets 2021: $92,806Net Assets 2021: $92,8062021Assets 2022: $105,404Net Assets 2022: $105,4042022Assets 2023: $109,667Net Assets 2023: $109,6672023Assets 2024: $108,199Net Assets 2024: $108,1992024Assets 2025: $101,615Net Assets 2025: $101,6152025

Highlighted filing

2022

Assets$105,404
Liabilities-
Net Assets$105,404
Open 2022 Filing

Operations Trend

Revenue Growth69th percentile

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

$100K$50K$0-$50KRevenue 2013: $22,179Expenses 2013: $69,823Net Income 2013: -$47,6442013Revenue 2014: $49,221Expenses 2014: $56,641Net Income 2014: -$7,4202014Revenue 2015: $34,487Expenses 2015: $47,695Net Income 2015: -$13,2082015Revenue 2016: $50,208Expenses 2016: $49,129Net Income 2016: $1,0792016Revenue 2017: $49,179Expenses 2017: $44,544Net Income 2017: $4,6352017Revenue 2019: $46,947Expenses 2019: $42,982Net Income 2019: $3,9652019Revenue 2020: $42,428Expenses 2020: $34,322Net Income 2020: $8,1062020Revenue 2021: $46,225Expenses 2021: $38,179Net Income 2021: $8,0462021Revenue 2022: $49,949Expenses 2022: $37,351Net Income 2022: $12,5982022Revenue 2023: $45,699Expenses 2023: $41,436Net Income 2023: $4,2632023Revenue 2024: $37,095Expenses 2024: $38,563Net Income 2024: -$1,4682024Revenue 2025: $35,135Expenses 2025: $41,719Net Income 2025: -$6,5842025

Highlighted filing

2022

Revenue$49,949
Expenses$37,351
Net Income$12,598
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 11, 2023
Return Version
2021v4.1
Gross Receipts
$49,949
Mission and Program Overview

Mission

Activities of a teacher's union

Program Services

DescriptionGrantsExpenses
ACTIVITIES OF A TEACHER'S UNION--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph MartinoPresidentPT$10,314-$10,314
ANDREA FINKVice PresidentPT$5,250-$5,250
John C KeaTreasurerPT$3,750-$3,750
SHANNON GRAHAMSecretaryPT$1,248-$1,248
Filing and Contact Details

Filer

Filer Name
William Penn Education Association
EIN
23-2607031
Phone
6105478430
Address
1365 Price Street, TRAINER, PA 19061

Signing Officer

Name
John C Kea
Title
Treasurer
Signed
2023-07-11
Discuss with paid preparer
Yes

Preparer

Firm
John S Frost
Address
350 Sentry Pkwy Bldg 670 Ste 200, Blue Bell, PA 19422
Preparer
Robert L Hencek CPA
Phone
2156658560
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $237”

Other Expenses.1007

“Conferences, Conventions, and Meetings $440”

Other Expenses.1

“Scholarships & donations $4000”

Other Expenses.2

“MEMBER RECRUITMENT $3262”

Raw XML Appendix115 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0John C Kea
IRS990EZ/BooksInCareOfDetail/PhoneNum06105478430
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01365 Price Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TRAINER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019061
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092806
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105404
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012598
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092806
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0105404
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt049949
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092806
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0105404
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092806
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0105404
IRS990EZ/OccupancyRentUtltsAndMaintAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt25250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt31248
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0John C Kea
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joseph Martino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANDREA FINK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHANNON GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07939
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ACTIVITIES OF A TEACHER'S UNION
IRS990EZ/ProgramServiceRevenueAmt049942
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ACTIVITIES OF A TEACHER'S UNION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028162
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt037351
IRS990EZ/TotalRevenueAmt049949
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SCHOLARSHIPS & DONATIONS $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBER RECRUITMENT $3262
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John C Kea
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM PENN EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0232607031
ReturnHeader/Filer/PhoneNum06105478430
ReturnHeader/Filer/USAddress/AddressLine1Txt01365 Price Street
ReturnHeader/Filer/USAddress/CityNm0TRAINER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019061
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0900000027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN S FROST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 Sentry Pkwy Bldg 670 Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blue Bell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019422
ReturnHeader/PreparerPersonGrp/PhoneNum02156658560
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Hencek CPA
ReturnHeader/ReturnTs02023-07-11T12:39:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0John C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kea
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,404
Liabilities
-
Net assets
$105,404
Revenue
$49,949
Expenses
$37,351
Net income
$12,598
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.35$0.42$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.37$0.39$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.10$1.10$0.46$0.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.05$0.50$0.37$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.93$0.46$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.42$0.34$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.77$0.47$0.43$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.68$0.49$0.45$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.63$0.50$0.49$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.62$0.34$0.48$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.75$0.75$0.49$0.57$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.83$0.22$0.70$0.48