Civic Intelligence

Blanche Johnson Trust Midwestone Bank Trustee

990 • Fiscal year 2014 • EIN 42-6613277

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 29, 2015

124 South First StreetOskaloosa, IA 52577

(641) 673-8303

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

18th percentile

0.01x

Higher debt load relative to revenue than 18% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

39th percentile

$29,891

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

49th percentile

1.8%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

24%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,509,006

Up $43,310 (+1.8%) from 2013

Net Assets

Up

$2,507,256

Up $41,560 (+1.7%) from 2013

Liabilities

Up

$1,750

Up $1,750 from 2013

Revenue

Up

$260,386

Up $49,736 (+24%) from 2013

Expenses

Up

$217,226

Up $211 (+0.1%) from 2013

Net Income

Up

$43,160

Up $49,525 (+778%) from 2013

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,445,747Liabilities 2010: $0Net Assets 2010: $2,445,7472010Assets 2012: $2,472,061Liabilities 2012: $0Net Assets 2012: $2,472,0612012Assets 2013: $2,465,696Liabilities 2013: $0Net Assets 2013: $2,465,6962013Assets 2014: $2,509,006Liabilities 2014: $1,750Net Assets 2014: $2,507,2562014Assets 2015: $2,490,460Liabilities 2015: $1,247Net Assets 2015: $2,489,2132015Assets 2016: $2,429,458Liabilities 2016: $1,249Net Assets 2016: $2,428,2092016Assets 2017: $2,418,071Liabilities 2017: $1,250Net Assets 2017: $2,416,8212017Assets 2018: $2,407,190Liabilities 2018: $1,250Net Assets 2018: $2,405,9402018Assets 2019: $2,431,632Liabilities 2019: $1,251Net Assets 2019: $2,430,3812019Assets 2020: $2,378,185Liabilities 2020: $1,252Net Assets 2020: $2,376,9332020Assets 2021: $2,356,095Liabilities 2021: $1,252Net Assets 2021: $2,354,8432021Assets 2022: $2,319,618Liabilities 2022: $1,251Net Assets 2022: $2,318,3672022Assets 2023: $2,287,471Liabilities 2023: $1,252Net Assets 2023: $2,286,2192023Assets 2024: $2,262,475Liabilities 2024: $1,253Net Assets 2024: $2,261,2222024

Highlighted filing

2014

Assets$2,509,006
Liabilities$1,750
Net Assets$2,507,256

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $231,1722010Revenue 2012: $205,233Expenses 2012: $181,642Net Income 2012: $23,5912012Revenue 2013: $210,650Expenses 2013: $217,015Net Income 2013: -$6,3652013Revenue 2014: $260,386Expenses 2014: $217,226Net Income 2014: $43,1602014Revenue 2015: $229,660Expenses 2015: $247,703Net Income 2015: -$18,0432015Revenue 2016: $185,418Expenses 2016: $246,422Net Income 2016: -$61,0042016Revenue 2017: $228,355Expenses 2017: $239,743Net Income 2017: -$11,3882017Revenue 2018: $206,512Expenses 2018: $217,393Net Income 2018: -$10,8812018Revenue 2019: $255,101Expenses 2019: $230,660Net Income 2019: $24,4412019Revenue 2020: $212,156Expenses 2020: $265,604Net Income 2020: -$53,4482020Revenue 2021: $232,977Expenses 2021: $255,067Net Income 2021: -$22,0902021Revenue 2022: $197,049Expenses 2022: $233,525Net Income 2022: -$36,4762022Revenue 2023: $220,709Expenses 2023: $252,857Net Income 2023: -$32,1482023Revenue 2024: $256,597Expenses 2024: $281,594Net Income 2024: -$24,9972024

Highlighted filing

2014

Revenue$260,386
Expenses$217,226
Net Income$43,160
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 29, 2015
Return Version
2014v5.0
Gross Receipts
$696,836
Mission and Program Overview

Mission

Support william penn university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,465,696$2,507,256▲ $41,560
Land, Buildings, and Equipment, Net$1,441,765$1,435,928▼ $5,837
Investments in Publicly Traded Securities$774,009$836,536▲ $62,527
Savings and Temporary Cash Investments$249,922$236,542▼ $13,380
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,465,696$2,509,006▲ $43,310
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$1,750-
Total Liabilities$0$1,750▲ $1,750
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,465,696$2,507,256▲ $41,560
Total Liabilities and Net Assets / Fund Balance$2,465,696$2,509,006▲ $43,310

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$128,791$123,638-
Land$1,290,418--
Leasehold Improvements$16,719$47,809-
Compensation and Service Providers

Employees

NameTitleBaseTotal
Midwestone BankTrustee$29,891$29,891
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,304
Other Revenue
$191,082
Change in Net Assets
$43,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,635
Salaries, Compensation, and Employee Benefits$29,891
Other Expenses$1,700
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,635--$185,635
Current Officers, Directors, Trustees, and Key Employees-$29,891-$29,891
Fees for Services Accounting-$1,060-$1,060
Fees for Services Legal-$640-$640
Total Functional Expenses$185,635$31,591$0$217,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Penn UniversityOskaloosa, IA501c3Annual Distribution Required$185,635
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Draft of from 990 is reviewed by tom nelson, vice president of trust services for midwestone bank, the institutional trustee. A copy of form 990 will also be provided to the beneficiary this organization supports.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Midwestone bank, the institutional trustee, has a conflict of interest policy in place for all entities they manage. All conflicts are monitored through their policies and procedures.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Fees for the institutional trustee are computed per fixed schedule applied to all entities they manage. These fees are also approved by the iowa district court and the supported organizations before payment.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The institutional trustees policies and procedures would be available upon request. The governing documents are filed with the iowa district court on an annual basis. These are public records.

Filing and Contact Details

Filer

Filer Name
Blanche Johnson Trust
EIN
42-6613277
Phone
6416738303
Address
124 SOUTH FIRST STREET, OSKALOOSA, IA 52577

Signing Officer

Name
Thomas G Nelson
Title
Trustee
Signed
2015-07-29
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
TD&T CPAs and Advisors PC
Address
317 HIGH AVE E, OSKALOOSA, IA 52577-2823
Preparer
Darcee M Ayers CPA
Phone
6416722523
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUPPORTED ORGANIZATION IS PROVIDED QUARTERLY FINANCIAL STATEMENTS FOLLOWED BY PERIODIC COMMUNICATION REGARDING TRUST ACTIVITY. ANNUALLY THE SUPPORTED ORGANIZAITON MEETS WITH THE TRUSTEE OF THE SUPPORTING ORGANIZATION TO REVIEW FARM MARKET TRENDS AND HOW THEY ARE IMPACTING RENTAL INCOME RATES. RENTAL INCOME IS THE MAJORITY OF THE INCOME GENERATED BY THE SUPPORTING ORGANIZATION. THE SUPPORTED ORGANIZATION'S AUDITORS ALSO CONTACT THE SUPPORTING ORGANIZATION TO TEST INVESTMENTS AND CONTROLS EXISTING BETWEEN THE TWO ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE SUPPORTED ORGANIZATION'S BOARD HAS THE POWER TO INFLUENCE INVESTMENT MIX INCLUDING THE INVESTMENT PORTFOLIO WHICH IS CURRENTLY 80% FIXED INCOME AND 20% EQUITY PER THE 2014 REPORT PROVIDED TO THE SUPPORTED ORGANIZATION. RENTAL REAL ESTATE LEASES ARE ALSO PROVIDED AND APPROVED BY THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION RELYS ON THE DISTRIBUTIONS FROM THE TRUST TO FUND SCHOLARSHIPS WHICH ARE SPECIFICALLY PROVIDED FOR IN THE SUPPORTING ORGANIZATION'S BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE OTHER NON-EXEMPT USE ASSETS IS FARMLAND. PER THE TERMS OF THE TRUST AGREEMENT, THE FARMLAND MAY NOT EVER BE SOLD. CONSEQUENTLY, AN APPRAISAL OF THE FARMLAND BASED ON COMPRABLE SALES SEEMS OVERSTATED. MARKET VALUE HAS BEEN CALCULATED BASED ON PRESENT VALUE OF NET CASH FLOW FROM THE FARMING ACTIVITY. THE CALCULATION RESULTED IN A 2014 DISCOUNT OF $880,010.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3DISTRIBUTIONS TO COLLEGE NAMED IN THE ORGANIZATIONAL DOCUMENTS WHO RELY ON THE CONTRIBUTION TO FUND THEIR SCHOLARSHIP PROGRAM. THE SCHOLARSHIP AND ESTIMATED REVENUES ARE INCLUDED IN THE COLLEGE ANNUAL BUDGET.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Section B, Line 1e: Discount Claimed For Blockage Or Other Factors
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05759435
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05857560
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0124022
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0270502
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0835413
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0787058
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt086392
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt087863
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt0880010
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt04800000
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt04800000
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05673043
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05769697
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0198557
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0201939
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05759435
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05857560
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0198557
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0201939
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420707120
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0185635
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0185635
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0128791
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0123638
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0252429
IRS990ScheduleD/LandGrp/BookValueAmt01290418
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01290418
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016719
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt047809
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt064528
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01435928
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0185635
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL DISTRIBUTION REQUIRED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0420707120
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0NORTH MARKET TRUEBLOOD AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSKALOOSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052577
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trust document requires net income be distributed to this charity for scholarship or other purposes. Trustee does meet with charity periodically to review the trust administration with the supported organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FROM 990 IS REVIEWED BY TOM NELSON, VICE PRESIDENT OF TRUST SERVICES FOR MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE. A COPY OF FORM 990 WILL ALSO BE PROVIDED TO THE BENEFICIARY THIS ORGANIZATION SUPPORTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MIDWESTONE BANK, THE INSTITUTIONAL TRUSTEE, HAS A CONFLICT OF INTEREST POLICY IN PLACE FOR ALL ENTITIES THEY MANAGE. ALL CONFLICTS ARE MONITORED THROUGH THEIR POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES FOR THE INSTITUTIONAL TRUSTEE ARE COMPUTED PER FIXED SCHEDULE APPLIED TO ALL ENTITIES THEY MANAGE. THESE FEES ARE ALSO APPROVED BY THE IOWA DISTRICT COURT AND THE SUPPORTED ORGANIZATIONS BEFORE PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTIONAL TRUSTEES POLICIES AND PROCEDURES WOULD BE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE FILED WITH THE IOWA DISTRICT COURT ON AN ANNUAL BASIS. THESE ARE PUBLIC RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILLIAM PENN UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420707120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0NORTH MARKET TRUEBLOOD AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OSKALOOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052577
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.26$0.28$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.22$0.25$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.20$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.35$0.23$0.26$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.21$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.26$0.23$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.21$0.22$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.23$0.24$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.19$0.25$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.22$0.01
2012Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$0.21$0.18$0.02
2010Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.23