Civic Intelligence

William Penn Association

990 • Fiscal year 2011 • EIN 25-0856580

Jan 01, 2011 to Dec 31, 2011 • Filed on Sep 19, 2012

709 Brighton Road15233-1821
Siviq Scores

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

Liabilities / Assets

88th percentile

0.92x

Higher debt load relative to assets than 88% of similar nonprofits.

2011 filings • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

68th percentile

8.3%

Faster asset growth than 68% of similar nonprofits.

2011 filings • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$241,893,693

Up $18,636,366 (+8.3%) from 2010

Net Assets

Up

$20,403,620

Up $864,864 (+4.4%) from 2010

Liabilities

Up

$221,490,073

Up $17,771,502 (+8.7%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$39,010,779

Down $3,743,463 (-8.8%) from 2010

Net Income

-

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.

$600M$400M$200M$0Assets 2010: $223,257,327Liabilities 2010: $203,718,571Net Assets 2010: $19,538,7562010Assets 2011: $241,893,693Liabilities 2011: $221,490,073Net Assets 2011: $20,403,6202011Assets 2012: $292,609,994Liabilities 2012: $270,825,911Net Assets 2012: $21,784,0832012Assets 2013: $327,699,367Liabilities 2013: $303,805,852Net Assets 2013: $23,893,5152013Assets 2014: $354,819,752Liabilities 2014: $328,982,162Net Assets 2014: $25,837,5902014Assets 2015: $377,434,477Liabilities 2015: $351,487,688Net Assets 2015: $25,946,7892015Assets 2016: $411,862,799Liabilities 2016: $384,364,132Net Assets 2016: $27,498,6672016Assets 2017: $447,690,475Liabilities 2017: $417,259,134Net Assets 2017: $30,431,3412017Assets 2018: $467,647,840Liabilities 2018: $434,400,534Net Assets 2018: $33,247,3062018Assets 2019: $486,387,214Liabilities 2019: $451,162,064Net Assets 2019: $35,225,1502019Assets 2020: $515,650,124Liabilities 2020: $476,926,615Net Assets 2020: $38,723,5092020Assets 2021: $564,136,496Liabilities 2021: $519,545,622Net Assets 2021: $44,590,8742021Assets 2022: $569,411,329Liabilities 2022: $521,932,607Net Assets 2022: $47,478,7222022Assets 2023: $524,904,561Liabilities 2023: $475,272,321Net Assets 2023: $49,632,2402023Assets 2024: $511,705,719Liabilities 2024: $460,282,434Net Assets 2024: $51,423,2852024

Highlighted filing

2011

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

Operations Trend

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

$100M$50M$0-$50MExpenses 2010: $42,754,2422010Expenses 2011: $39,010,7792011Expenses 2012: $70,968,2352012Revenue 2013: $57,686,458Expenses 2013: $55,206,020Net Income 2013: $2,480,4382013Revenue 2014: $50,746,776Expenses 2014: $48,843,585Net Income 2014: $1,903,1912014Revenue 2015: $55,481,420Expenses 2015: $53,644,751Net Income 2015: $1,836,6692015Revenue 2016: $63,226,161Expenses 2016: $63,787,630Net Income 2016: -$561,4692016Revenue 2017: $66,695,095Expenses 2017: $62,842,100Net Income 2017: $3,852,9952017Revenue 2018: $59,325,292Expenses 2018: $56,319,216Net Income 2018: $3,006,0762018Revenue 2019: $58,480,210Expenses 2019: $54,711,017Net Income 2019: $3,769,1932019Revenue 2020: $61,758,985Expenses 2020: $59,848,797Net Income 2020: $1,910,1882020Revenue 2021: $86,255,147Expenses 2021: $80,476,376Net Income 2021: $5,778,7712021Revenue 2022: $62,424,909Expenses 2022: $57,194,303Net Income 2022: $5,230,6062022Revenue 2023: $50,578,085Expenses 2023: $45,612,220Net Income 2023: $4,965,8652023Revenue 2024: $70,565,517Expenses 2024: $68,503,798Net Income 2024: $2,061,7192024

Highlighted filing

2011

Revenue-
Expenses$39,010,779
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Sep 19, 2012
Return Version
2011v1.2
Gross Receipts
$53,886,279
Mission and Program Overview

Mission

To provide life insurance, annuities and other fraternal benefits to members of the william penn association.

Filing and Contact Details

Filer

EIN
25-0856580
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IRS990ScheduleD/OtherLiabilities/Description3PROVISION FOR REFUNDS
IRS990ScheduleD/OtherLiabilities/Description4PREMIUMS PAID IN ADVANCE
IRS990ScheduleD/OtherLiabilities/Description5RETAINED BY SOCIETY IN TRUST
IRS990ScheduleD/OtherLiabilities/Description6OFFICIALS' RETIREMENT PROGRAM
IRS990ScheduleD/OtherLiabilities/Description7INTEREST MAINTENANCE RESERVE
IRS990ScheduleD/OtherLiabilities/Description8ASSET VALUATION RESERVE
IRS990ScheduleD/OtherLiabilities/Description9MISCELLANEOUS RESERVES
IRS990ScheduleD/OtherLiabilities/Description10CERTIFICATE AND CONTRACT CLAIMS
IRS990ScheduleD/TotalOfAmounts0221370949
IRS990ScheduleD/TotalOfBookValueLandBuildings0838366
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0151219
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg011155
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0GEORGE S CHARLES JR
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg023403
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0185777
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0MEMBERSHIP SHALL BE EXTENDED TO ANY PERSON IN ACCORDANCE WITH THE REQUIREMENTS AND LIMITATIONS SET FORTH IN THE CHARTER, THE BY-LAWS, AND THE RESOLUTIONS OF THE BOARD. MEMBERSHIP SHALL INCLUDE VOTING MEMBERS AND NON-VOTING MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1AT THE GENERAL CONVENTION, WHICH IS THE HIGHEST GOVERNING BODY OF THE ASSOCIATION, DELEGATES ELECT THE BOARD OF DIRECTORS. THE ELECTED BOARD OF DIRECTORS THEN OPERATE AS THE GOVERNING BODY BETWEEN CONVENTIONS.
IRS990ScheduleO/GeneralExplanation/Explanation2AT THE GENERAL CONVENTION, WHICH IS THE HIGHEST GOVERNING BODY OF THE ASSOCIATION, DELEGATES ELECT THE BOARD OF DIRECTORS. THE ELECTED BOARD OF DIRECTORS THEN OPERATE AS THE GOVERNING BODY BETWEEN CONVENTIONS. THE BOARD OF DIRECTORS MUST SEEK APPROVAL FROM A GENERAL OR SPECIAL CONVENTION ONLY IF THEY WISH TO AMEND THE ASSOCIATION BY-LAWS PERTAINING TO THE CONVENTION, THE BOARD OF DIRECTORS, THE ASSOCIATION CHARTER AND THE PROCEDURES TO AMEND THE BY-LAWS.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$512$460$51.4$70.6$68.5$2.06
2023Detailed filing. Detailed filing data is available for this year.$525$475$49.6$50.6$45.6$4.97
2022Detailed filing. Detailed filing data is available for this year.$569$522$47.5$62.4$57.2$5.23
2021Detailed filing. Detailed filing data is available for this year.$564$520$44.6$86.3$80.5$5.78
2020Detailed filing. Detailed filing data is available for this year.$516$477$38.7$61.8$59.8$1.91
2019Detailed filing. Detailed filing data is available for this year.$486$451$35.2$58.5$54.7$3.77
2018Detailed filing. Detailed filing data is available for this year.$468$434$33.2$59.3$56.3$3.01
2017Detailed filing. Detailed filing data is available for this year.$448$417$30.4$66.7$62.8$3.85
2016Detailed filing. Detailed filing data is available for this year.$412$384$27.5$63.2$63.8$0.56
2015Detailed filing. Detailed filing data is available for this year.$377$351$25.9$55.5$53.6$1.84
2014Detailed filing. Detailed filing data is available for this year.$355$329$25.8$50.7$48.8$1.90
2013Detailed filing. Detailed filing data is available for this year.$328$304$23.9$57.7$55.2$2.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$293$271$21.8$71.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$242$221$20.4$39.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$223$204$19.5$42.8