Civic Intelligence

William Penn Association

990 • Fiscal year 2012 • EIN 25-0856580

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 29, 2013

Organization ProfileWWW.WPALIFE.ORG

View Organization Page

709 Brighton Road15233-1821
Siviq Scores

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

Liabilities / Assets

92nd percentile

0.93x

Higher debt load relative to assets than 92% of similar nonprofits.

2012 filings • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

91st percentile

21%

Faster asset growth than 91% of similar nonprofits.

2012 filings • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$292,609,994

Up $50,716,301 (+21%) from 2011

Net Assets

Up

$21,784,083

Up $1,380,463 (+6.8%) from 2011

Liabilities

Up

$270,825,911

Up $49,335,838 (+22%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$70,968,235

Up $31,957,456 (+82%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2012

Assets$292,609,994
Liabilities$270,825,911
Net Assets$21,784,083
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$70,968,235
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 29, 2013
Return Version
2012v2.1
Gross Receipts
$89,250,263
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
Raw XML AppendixShowing 400 of 560 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.

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IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0NATIONAL PRESIDENT
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0174130
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.
IRS990ScheduleO/GeneralExplanation/Explanation3THE FORM 990 WILL BE DISTRIBUTED TO BOARD MEMBERS PRIOR TO THE THIRD QUARTER MEETING. THE TREASURER AND PARTNER OF THE ACCOUNTING FIRM WILL REVIEW THE FORM 990 AND ANSWER ANY QUESTIONS. THE FORM 990 WILL THEN BE AMENDED, IF NEED BE, AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation4EVERY JANUARY, THE NATIONAL VICE PRESIDENT/SECRETARY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EVERY DIRECTOR, OFFICER AND KEY EMPLOYEE TO COMPLETE AND RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation5THE PROCESS OF COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL IS DETERMINED BY THE ASSOCIATION'S COMPENSATION COMMITTEE WHICH IS COMPRISED OF THE CHAIRMAN OF THE BOARD, THE NATIONAL PRESIDENT, AND FOUR NATIONAL DIRECTORS APPOINTED BY THE BOARD. THE COMPENSATION COMMITTEE HAS THE AUTHORITY TO RETAIN SUCH INDEPENDENT COUNSEL, ACCOUNTANTS, EXPERTS AND OTHER ADVISORS AS IT DETERMINES APPROPRIATE TO ASSIST IN THE PERFORMANCE OF ITS FUNCTION OF DETERMINING COMPENSATION. THE COMPENSATION COMMITTEE DEVELOPS AND ADMINISTERS A COMPENSATION POLICY FOR SENIOR MANAGEMENT THAT CONTAINS APPROPRIATE PERFORMANCE INCENTIVES AND EQUITY-LINKED COMPONENTS, AND TO OVERSEE THE ESTABLISHMENT AND ADMINISTRATION OF COMPENSATION PROGRAMS FOR THE ASSOCIATION'S EMPLOYEES GENERALLY; ANNUALLY REVIEW THE CEO'S PERFORMANCE, OF WHICH THE CEO MAY NOT BE PRESENT DURING VOTING AND DELIBERATIONS ON THE COMPENSATION OF THE CEO; ANNUALLY REVIEW THE PERFORMANCE OF ALL EXECUTIVE OFFICERS OF THE ASSOCIATION, AND AFTER SUCH CONSULTATION WITH THE FULL BOARD OF DIRECTORS AS IT DETERMINES APPROPRIATE TO ESTABLISH COMPENSATION TERMS FOR SUCH INDIVIDUALS, REVIEW AND, AS DEEMED APPROPRIATE, AUTHORIZE TO RATIFY COMPENSATION PROGRAMS AND POLICIES OF THE ASSOCIATION.
IRS990ScheduleO/GeneralExplanation/Explanation6WILLIAM PENN ASSOCIATION (WPA) WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, AND WILL MAKE THE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT WPA'S OFFICE. WPA WILL ALSO MAKE IT'S AUDITED FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION THROUGH THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS OR THE PENNSYLVANIA DEPARTMENT OF INSURANCE.
IRS990ScheduleO/GeneralExplanation/Explanation7CHANGE IN MANDATORY SECURITIES VAULATION RESERVE -776,705. CHANGE IN NONADMITTED ASSETS -48,164. CHANGE IN INTEREST MAINTENANCE RESERVE -491,865. NET UNREALIZED GAIN (LOSS) ON INVESTMENTS 349,581.
IRS990ScheduleO/GeneralExplanation/Explanation8WILLIAM PENN ASSOCIATION'S BOARD OF DIRECTORS CHARTERED AN AUDIT COMMITTEE, WITH SPECIFIC POWERS AND DUTIES RELATING TO WPA'S INDEPENDENT AUDIT PROGRAM AND INTERNAL CONTROL PROGRAM. THE COMMITTEE MEETS ON A REGULAR BASIS, AND PROVIDES ACTIVE OVERSIGHT TO WPA'S FINANCIAL AND COMPLIANCE ACTIVITIES. THE COMMITTEE IS DIRECTLY RESPONSIBLE FOR THE APPOINTMENT AND DISMISSAL, EVALUATION, COMPENSATION, AND OVERSIGHT OF WPA'S INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Explanation9WILLIAM PENN ASSOCIATION (WPA) WILL MAKE FORM 1023 AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST, AND WILL MAKE THE FORMS AVAILABLE FOR PUBLIC INSPECTION AT WPA'S OFFICE.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference8FORM 990 PART XI, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference9FORM 990, PART VI, SECTION C, LINE 18
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10709 BRIGHTON ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11709 BRIGHTON ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0PITTSBURGH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1PITTSBURGH
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1PA

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$292,609,994
Liabilities
$270,825,911
Net assets
$21,784,083
Revenue
-
Expenses
$70,968,235
Net income
-
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