Civic Intelligence

William Penn University

990T • Fiscal year 2024 • EIN 42-0707120

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 25, 2025

Organization ProfileWWW.WMPENN.EDU

View Organization Page

201 Trueblood AveOskaloosa, IA 52577

(641) 673-1001

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100M$50M$0Assets 2010: $58,626,219Liabilities 2010: $44,682,925Net Assets 2010: $13,943,2942010Assets 2011: $63,774,866Liabilities 2011: $47,690,335Net Assets 2011: $16,084,5312011Assets 2012: $65,667,736Liabilities 2012: $46,728,792Net Assets 2012: $18,938,9442012Assets 2013: $66,758,149Liabilities 2013: $46,339,574Net Assets 2013: $20,418,5752013Assets 2014: $66,921,122Liabilities 2014: $46,098,798Net Assets 2014: $20,822,3242014Assets 2015: $77,904,586Liabilities 2015: $56,598,784Net Assets 2015: $21,305,8022015Assets 2016: $78,339,126Liabilities 2016: $56,150,544Net Assets 2016: $22,188,5822016Assets 2017: $78,768,416Liabilities 2017: $56,224,996Net Assets 2017: $22,543,4202017Assets 2018: $77,434,582Liabilities 2018: $54,587,500Net Assets 2018: $22,847,0822018Assets 2019: $76,454,511Liabilities 2019: $52,014,756Net Assets 2019: $24,439,7552019Assets 2020: $76,786,240Liabilities 2020: $50,995,970Net Assets 2020: $25,790,2702020Assets 2021: $77,652,968Liabilities 2021: $46,958,688Net Assets 2021: $30,694,2802021Assets 2022: $78,771,952Liabilities 2022: $46,945,086Net Assets 2022: $31,826,8662022Assets 2023: $82,522,880Liabilities 2023: $47,255,280Net Assets 2023: $35,267,6002023Assets 2024: $84,983,218Liabilities 2024: $46,202,789Net Assets 2024: $38,780,4292024

Latest loaded filing

2024

Assets$84,983,218
Liabilities$46,202,789
Net Assets$38,780,429
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $32,616,1122010Expenses 2011: $33,687,8052011Expenses 2012: $37,384,2052012Expenses 2013: $38,066,8352013Revenue 2014: $39,759,774Expenses 2014: $39,832,565Net Income 2014: -$72,7912014Revenue 2015: $39,145,139Expenses 2015: $39,269,612Net Income 2015: -$124,4732015Revenue 2016: $40,064,882Expenses 2016: $39,416,597Net Income 2016: $648,2852016Revenue 2017: $36,015,386Expenses 2017: $36,011,842Net Income 2017: $3,5442017Revenue 2018: $37,124,395Expenses 2018: $36,854,156Net Income 2018: $270,2392018Revenue 2019: $38,827,623Expenses 2019: $37,083,308Net Income 2019: $1,744,3152019Revenue 2020: $40,090,210Expenses 2020: $38,687,396Net Income 2020: $1,402,8142020Revenue 2021: $45,471,214Expenses 2021: $41,352,922Net Income 2021: $4,118,2922021Revenue 2022: $45,582,134Expenses 2022: $43,858,725Net Income 2022: $1,723,4092022Revenue 2023: $51,668,305Expenses 2023: $48,331,876Net Income 2023: $3,336,4292023Revenue 2024: $51,277,637Expenses 2024: $51,517,863Net Income 2024: -$240,2262024

Latest loaded filing

2024

Revenue$51,277,637
Expenses$51,517,863
Net Income-$240,226
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

William penn university provides the opportunity for an educational experience with a focus on leadership, technology, and the quaker principles of simplicity, peace-making, intergrity, community and equality.

Filing and Contact Details

Filer

Filer Name
William Penn University
EIN
42-0707120
Phone
6416731001
Address
201 TRUEBLOOD AVE, OSKALOOSA, IA 52577

Signing Officer

Name
Bonnie L Johnson
Title
CFO
Phone
6416731001
Signed
2025-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Forge Financial & Management Consulting
Address
1245 JORDAN CREEK PKWY STE 100, WEST DES MOINES, IA 50266-2343
Preparer
Dan Montgomery CPA
Phone
5156203050
Raw XML Appendix79 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
IRS990T/AvlblPre2018NOLCarryoverAmt0-802993
IRS990T/BooksInCareOfDetail/PersonNm0BONNIE JOHNSON
IRS990T/BooksInCareOfDetail/PhoneNum06416731001
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0NORTH MARKET AND TRUEBLOOD AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OSKALOOSA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd052577
IRS990T/BookValueAssetsEOYAmt084983218
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt02764
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt071709
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/NetOperatingLossDeductionAmt011056
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt013820
IRS990TScheduleA/PrincipalBusinessActivityCd0531120
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt013820
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt013820
IRS990TScheduleA/TotUnrltTrdBusIncmAmt013820
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt013820
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02764
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct01.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt066917
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt07300
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt013820
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt013820
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0201 TRUEBLOOD AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0OSKALOOSA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0IA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd052577
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt02764
IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt02764
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE L JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06416731001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0420707120
ReturnHeader/Filer/PhoneNum06416731001
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 TRUEBLOOD AVE
ReturnHeader/Filer/USAddress/CityNm0OSKALOOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052577
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882802798
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORGE FINANCIAL & MANAGEMENT CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01245 JORDAN CREEK PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502662343
ReturnHeader/PreparerPersonGrp/PhoneNum05156203050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAN MONTGOMERY CPA
ReturnHeader/ReturnTs02025-04-28T13:45:48-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$85.0$46.2$38.8$51.3$51.5$0.24
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.5$47.3$35.3$51.7$48.3$3.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.8$46.9$31.8$45.6$43.9$1.72
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.7$47.0$30.7$45.5$41.4$4.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.8$51.0$25.8$40.1$38.7$1.40
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.5$52.0$24.4$38.8$37.1$1.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.4$54.6$22.8$37.1$36.9$0.27
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$78.8$56.2$22.5$36.0$36.0$0.00
2016Detailed filing. Detailed filing data is available for this year.$78.3$56.2$22.2$40.1$39.4$0.65
2015Detailed filing. Detailed filing data is available for this year.$77.9$56.6$21.3$39.1$39.3$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.9$46.1$20.8$39.8$39.8$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$46.3$20.4$38.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.7$46.7$18.9$37.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.8$47.7$16.1$33.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.6$44.7$13.9$32.6