Nonprofit · EIN 23-0953760
WILLIAM PENN CHARTER SCHOOL INC
Tax-exempt · PHILADELPHIA, PA 19144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $59,856,658 | $63,943,109 | -$4,086,451 | $308,566,001 | $119,930,413 | $188,635,588 |
| June 30, 2024 | 990 | $53,539,071 | $56,164,573 | -$2,625,502 | $298,005,515 | $112,223,262 | $185,782,253 |
| June 30, 2023 | 990 | $78,362,017 | $52,363,762 | $25,998,255 | $249,625,492 | $71,378,397 | $178,247,095 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,885,807
- Program service revenue
- $44,144,882
- Investment income
- $6,651,024
- Net rental income
- $174,945
- Net gain from sales of assets
- $1,813,628
- Other revenue
- $174,945
Expenses
- Grants and similar amounts paid
- $11,939,203
- Compensation of officers, directors and key employees
- $1,281,584
- Other salaries and wages
- $21,785,585
- Salaries, compensation and benefits (total)
- $28,506,896
- Professional fundraising fees
- $0
- Legal fees
- $866,220
- Accounting fees
- $108,949
- Occupancy
- $1,817,415
- Depreciation
- $3,960,703
- Program services (functional)
- $46,730,820
- Management and general (functional)
- $15,741,648
- Fundraising (functional)
- $1,470,641
Balance sheet and other
- Total assets, start of year
- $298,005,515
- Total assets, end of year
- $308,566,001
- Total liabilities, end of year
- $119,930,413
- Net assets, end of year
- $188,635,588
- Land, buildings and equipment
- $151,620,757
- Publicly traded securities
- $128,033,520
- Net assets without donor restrictions
- $112,426,564
- Net assets with donor restrictions
- $76,209,024
- Gross receipts
- $62,074,702
- Employees
- 258
- Volunteers
- 120
- Year formed
- 1689
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN W COLEMAN | HEAD OF SCHO Officer | 40 | $707,698 | $62,477 |
| DAVID BRIGHTBILL | AST TO HEAD- Key employee | 40 | $283,847 | $22,209 |
| MARCELINE SOSA | DIRECTOR-LOW Key employee | 40 | $216,669 | $23,845 |
| HAL S DAVIDOW | CFO Officer | 40 | $215,436 | $16,256 |
| STEPHEN GRAHAM | CFO Officer | 40 | $203,175 | $22,541 |
| KIMBERLY BERNDT | DIRECTOR-UPP Key employee | 40 | $183,437 | $24,059 |
| ANSLEY COX | FACILITIES D Key employee | 40 | $175,073 | $27,724 |
| JOSHUA WILSON R FELTER | DIRECTOR-MID Key employee | 40 | $188,073 | $14,697 |
| NATE HALL | DIRECTOR-ENR Key employee | 40 | $183,495 | $12,366 |
| TIMOTHY MCGURIMAN | COO Key employee | 40 | $154,299 | $21,879 |
| REBECCA MILLER | MATH TEACHER Key employee | 40 | $160,864 | $12,101 |
| DEBRA A FOLEY | HEALTH COORD Key employee | 40 | $162,855 | $9,989 |
| DARRYL J FORD | HEAD OF SCHO Officer | 40 | $54,000 | $0 |
| BRIGITTE ADDIMANDO | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
| GRACE SHARPLES COOKE | TRUSTEE Trustee or director | 1.5 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID EVANS | TRUSTEE Trustee or director | 1.5 | $0 |
| JANE F EVANS | ASSISTANT CL Trustee or director | 1.5 | $0 |
| AMY GADSDEN | TRUSTEE Trustee or director | 1.5 | $0 |
| MARK D HECKER | TRUSTEE Trustee or director | 1.5 | $0 |
| PAUL HOUGH | TREASURER Trustee or director | 1.5 | $0 |
| BENJAMIN E ROBINSON III | TRUSTEE Trustee or director | 1.5 | $0 |
| MATT KESSLER | TRUSTEE Trustee or director | 1.5 | $0 |
| ADAM KOPPEL | TRUSTEE Trustee or director | 1.5 | $0 |
| NELSON J LURIA | SENIOR TRUST Trustee or director | 1.5 | $0 |
| RICHARD A BALDERSTON MD | SENIOR TRUST Trustee or director | 1.5 | $0 |
| LEELA MORROW | TRUSTEE Trustee or director | 1.5 | $0 |
| KENNETH MURPHY | TRUSTEE Trustee or director | 1.5 | $0 |
| ANDREW NEWCOMB | TRUSTEE Trustee or director | 1.5 | $0 |
| RENNI POLITE | TRUSTEE Trustee or director | 1.5 | $0 |
| ROBERT L ROSANIA | TRUSTEE Trustee or director | 1.5 | $0 |
| GREG SUMMERS | TRUSTEE Trustee or director | 1.5 | $0 |
| ROB VOSBURGH | TRUSTEE Trustee or director | 1.5 | $0 |
| EDWARD ZUBROW | SENIOR TRUST Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DARRYL J FORD | HEAD OF SCHO Officer | 40 | $871,682 | $36,000 |
| KAREN W COLEMAN | HEAD OF SCHO Officer | 40 | $380,092 | $31,870 |
| HAL S DAVIDOW | CFO Officer | 40 | $299,126 | $38,550 |
| DAVID BRIGHTBILL | AST TO HEAD- Key employee | 40 | $289,129 | $17,899 |
| SERENA HOUSTON-EDWARDS | DIRECTOR OF Key employee | 40 | $201,415 | $26,131 |
| MICHAEL BROOKS | DIRECTOR-ATH Key employee | 40 | $171,228 | $23,800 |
| JOSHUA WILSON R FELTER | DIRECTOR-MID Key employee | 40 | $180,544 | $14,107 |
| ANSLEY COX | FACILITIES D Key employee | 40 | $166,192 | $26,991 |
| MARCELINE SOSA | DIRECTOR-LOW Key employee | 40 | $178,278 | $13,509 |
| KIMBERLY BERNDT | DIRECTOR-UPP Key employee | 40 | $172,316 | $18,789 |
| JOHN T ROGERS | HEAD OF DEVE Key employee | 40 | $167,736 | $15,632 |
| NATE HALL | DIRECTOR-ENR Key employee | 40 | $154,876 | $11,701 |
| BRIDGITTE ADDIMANDO | TRUSTEE Trustee or director | 6 | $0 | $0 |
| CHRISTINE ANGELAKIS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANNE MARBLE CARAMANICO | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GRACE SHARPLES COOKE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| DAVID EVANS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JANE F EVANS | ASSISTANT CL Trustee or director | 6 | $0 | $0 |
| AMY GADSDEN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MARK D HECKER | TRUSTEE Trustee or director | 6 | $0 | $0 |
| PAUL HOUGH | TREASURER Trustee or director | 6 | $0 | $0 |
| BENJAMIN E ROBINSON III | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GEORGE C CORSON JR | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| WILLIAM F MACDONALD JR | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| NELSON J LURIA | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| RICHARD A BALDERSTON MD | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| LEELA MORROW | TRUSTEE Trustee or director | 6 | $0 | $0 |
| KENNETH MURPHY | TRUSTEE Trustee or director | 6 | $0 | $0 |
| TERESA A NANCE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANDREW NEWCOMB | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JEFFREY A REINHOLD | CLERK Trustee or director | 6 | $0 | $0 |
| ROBERT L ROSANIA | TRUSTEE Trustee or director | 6 | $0 | $0 |
| W SCOTT SIMON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GREG SUMMERS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| LARRY TURNER | TRUSTEE Trustee or director | 6 | $0 | $0 |
| F JOHN WHITE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| EDWARD ZUBROW | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| STEPHEN GRAHAM | CFO Officer | – | $0 | $0 |
990 for the year ended June 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DARRYL J FORD | HEAD-SCHOOL Officer | 40 | $834,940 | $58,784 |
| HAL S DAVIDOW | CFO Officer | 40 | $287,626 | $37,722 |
| JOHN T ROGERS | HEAD OF DEVE Key employee | 40 | $244,544 | $31,400 |
| TRAVIS LARRABEE | DIRECTOR-STR Key employee | 40 | $210,414 | $26,483 |
| ELIZABETH GLASCOTT | ASST HEAD-SC Key employee | 40 | $193,622 | $21,567 |
| DAVID BRIGHTBILL | AST TO HEAD- Key employee | 40 | $193,544 | $16,240 |
| JOSHUA WILSON R FELTER | DIRECTOR-MID Key employee | 40 | $174,232 | $13,525 |
| ANSLEY COX | FACILITIES D Key employee | 40 | $160,904 | $26,520 |
| MARCELINE SOSA | DIRECTOR-LOW Key employee | 40 | $165,596 | $12,848 |
| STEPHEN BONNIE | DIRECTOR-STE Key employee | 40 | $154,656 | $17,433 |
| BRIDGITTE ADDIMANDO | TRUSTEE Trustee or director | 6 | $0 | $0 |
| CHRISTINE ANGELAKIS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANNE MARBLE CARAMANICO | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GRACE SHARPLES COOKE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| DAVID EVANS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JANE F EVANS | ASSISTANT CL Trustee or director, Officer | 6 | $0 | $0 |
| AMY GADSDEN | TRUSTEE Trustee or director | 6 | $0 | $0 |
| MARK D HECKER | TRUSTEE Trustee or director | 6 | $0 | $0 |
| PAUL HOUGH | TRUSTEE Trustee or director | 6 | $0 | $0 |
| BENJAMIN E ROBINSON III | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GEORGE C CORSON JR | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| WILLIAM F MACDONALD JR | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| NELSON J LURIA | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| RICHARD A BALDERSTON MD | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
| LEELA MORROW | TRUSTEE Trustee or director | 6 | $0 | $0 |
| KENNETH MURPHY | TRUSTEE Trustee or director | 6 | $0 | $0 |
| TERESA A NANCE | TRUSTEE Trustee or director | 6 | $0 | $0 |
| ANDREW NEWCOMB | TRUSTEE Trustee or director | 6 | $0 | $0 |
| JEFFREY A REINHOLD | CLERK OF TRU Trustee or director, Officer | 6 | $0 | $0 |
| ROBERT L ROSANIA | TRUSTEE Trustee or director | 6 | $0 | $0 |
| W SCOTT SIMON | TRUSTEE Trustee or director | 6 | $0 | $0 |
| GREG SUMMERS | TRUSTEE Trustee or director | 6 | $0 | $0 |
| LARRY TURNER | TRUSTEE Trustee or director | 6 | $0 | $0 |
| F JOHN WHITE | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| EDWARD ZUBROW | SENIOR TRUST Trustee or director | 6 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 W SCHOOL HOUSE LN, PHILADELPHIA, PA 19144-5412
- Principal officer (990 for 2024)
- KAREN W COLEMAN, SAME AS ABOVE, PHILADELPHIA, PA 191445412
- Signed the 990
- STEPHEN GRAHAM, CFO
- Phone
- (215) 844-3460
- Website
- WWW.PENNCHARTER.COM
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
A COED, PRE-KINDERGARTEN TO GRADE 12 SCHOOL ESTABLISHED IN 1689 BY WILLIAM PENN AS A FRIENDS SCHOOL. A VIGOROUS PROGRAM OF ACADEMICS, ARTS AND ATHLETICS PREPARES STUDENTS FOR HIGHER EDUCATION AND LIFE.
Program accomplishments
- A COED, PRE-KINDERGARTEN TO GRADE 12 SCHOOL ESTABLISHED IN 1689 BY WILLIAM PENN AS A FRIENDS SCHOOL. A VIGOROUS PROGRAM OF ACADEMICS, ARTS AND ATHLETICS PREPARES STUDENTS FOR HIGHER EDUCATION AND LIFE.Expenses $46,730,820 · grants $11,939,203
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-0953760
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $308,566,001
- Income (IRS master file)
- $62,074,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,856,658 | $63,943,109 | $308,566,001 | IRS |
| 990 | June 2024 | $53,539,071 | $56,164,573 | $298,005,515 | IRS |
| 990 | June 2023 | $78,362,017 | $52,363,762 | $249,625,492 | IRS |
| 990 | June 2022 | $67,821,463 | $50,259,385 | $242,550,016 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-0953760).
Questions about WILLIAM PENN CHARTER SCHOOL INC
- What is the EIN of WILLIAM PENN CHARTER SCHOOL INC?
- The employer identification number (EIN) of WILLIAM PENN CHARTER SCHOOL INC is 23-0953760.
- Is WILLIAM PENN CHARTER SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to WILLIAM PENN CHARTER SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAM PENN CHARTER SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLIAM PENN CHARTER SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM PENN CHARTER SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLIAM PENN CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 names KAREN W COLEMAN.
- Who are the officers and directors of WILLIAM PENN CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 33 people; 13 received compensation from the organization, the highest $707,698 (KAREN W COLEMAN, HEAD OF SCHO).
- How much revenue does WILLIAM PENN CHARTER SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,856,658, expenses of $63,943,109 and total assets of $308,566,001 at year end.
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