Nonprofit · EIN 23-7059647
WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC
Tax-exempt · PITTSBURGH, PA 15233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $44,129 | $51,364 | -$7,235 | $623,272 | $0 | $623,272 |
| December 31, 2024 | 990 | $64,868 | $56,048 | $8,820 | $630,507 | $0 | $630,507 |
| December 31, 2023 | 990 | $67,812 | $181,199 | -$113,387 | $621,687 | $0 | $621,687 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $18,670
- Program service revenue
- $0
- Investment income
- $25,459
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $48,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,200
- Program services (functional)
- $48,000
- Management and general (functional)
- $3,253
- Fundraising (functional)
- $111
Balance sheet and other
- Total assets, start of year
- $630,507
- Total assets, end of year
- $623,272
- Total liabilities, end of year
- $0
- Net assets, end of year
- $623,272
- Gross receipts
- $44,129
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1969
- State of legal domicile
- PA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DIANE M TORMA | PRESIDENT/CEO Trustee or director, Officer | 0.5 | $0 | $247,781 | $25,367 |
| CASSANDRA HOLMES | CHIEF ADMINISTRATIVE OFFICER Trustee or director, Officer | 0.5 | $0 | $171,709 | $22,097 |
| ADAM C SEDAR | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 0.5 | $0 | $167,105 | $20,209 |
| STEVEN F CHARLES | CHIEF OPERATING OFFICER Trustee or director, Officer | 0.5 | $0 | $167,492 | $15,025 |
| JOHN BOSI | CHIEF INFORMATION SECURITY Highest-paid employee | 0 | $0 | $155,552 | $14,546 |
| BARBI TEW | SALES DIRECTOR Highest-paid employee | 0 | $0 | $119,061 | $8,801 |
| DEBRA A LEWIS | VICE CHAIR OF THE BOARD Trustee or director | 0.5 | $0 | $24,858 | $7,279 |
| KATHERINE E NOVAK | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $23,788 | $7,279 |
| JAMES W ROBERTSON | VICE CHAIR OF BOARD Trustee or director | 0.5 | $0 | $23,562 | $6,553 |
| JOYCE E NICHOLSON | CHAIR OF THE BOARD Trustee or director | 0.5 | $0 | $22,010 | $7,440 |
| RICHARD E SAROSI | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $18,364 | $6,834 |
| MICHAEL J CHOBODY | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $19,067 | $3,367 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DIANE M TORMA | PRESIDENT/CEO (AS OF 6/5/24) Trustee or director, Officer | 0.5 | $0 | $192,808 | $21,757 |
| GEORGE S CHARLES JR | PRESIDENT/CEO (RETIRED 6/4/24) Trustee or director, Officer | 0.5 | $0 | $175,160 | $17,328 |
| STEVEN F CHARLES | CHIEF OPERATING OFFICER Trustee or director, Officer | 0.5 | $0 | $162,970 | $14,065 |
| CASSANDRA HOLMES | CHIEF ADMINISTRATIVE OFFIC Trustee or director, Officer | 0.5 | $0 | $148,198 | $22,907 |
| JOHN BOSI | CHIEF INFORMATION SECURITY Highest-paid employee | 0 | $0 | $149,071 | $7,322 |
| ADAM C SEDAR | CHIEF FINANCIAL OFFICER (6/24) Trustee or director, Officer | 0.5 | $0 | $130,704 | $13,262 |
| DEBRA A LEWIS | VICE CHAIR OF THE BOARD Trustee or director | 0.5 | $0 | $28,760 | $7,440 |
| KATHERINE E NOVAK | CHAIR OF THE BOARD Trustee or director | 0.5 | $0 | $28,209 | $7,440 |
| JOYCE E NICHOLSON | VICE CHAIR OF THE BOARD Trustee or director | 0.5 | $0 | $25,069 | $7,602 |
| JAMES W ROBERTSON | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $24,247 | $6,692 |
| RICHARD E SAROSI | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $21,833 | $6,979 |
| MICHAEL J CHOBODY | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $21,117 | $3,207 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GEORGE S CHARLES JR | PRESIDENT/CEO Trustee or director, Officer | 0.5 | $0 | $222,506 | $29,573 |
| DIANE M TORMA | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 0.5 | $0 | $152,918 | $21,187 |
| CASSANDRA HOLMES | CHIEF ADMINISTRATIVE OFFICER Trustee or director, Officer | 0.5 | $0 | $141,838 | $21,163 |
| STEVEN F CHARLES | CHIEF OPERATING OFFICER Trustee or director, Officer | 0.5 | $0 | $141,118 | $12,352 |
| JOHN BOSI | CHIEF INFORMATION SECURITY OFFICER Highest-paid employee | 1 | $0 | $114,057 | $7,792 |
| DEBRA A LEWIS | NATIONAL DIRECTOR/VCOB Trustee or director | 0.5 | $0 | $31,704 | $8,309 |
| KATHERINE E NOVAK | NATIONAL DIRECTOR/COB Trustee or director | 0.5 | $0 | $29,183 | $8,309 |
| ANNE MARIE SCHMIDT | NATIONAL DIRECTOR/VCOB-RETIRED 10/23 Trustee or director | 0.5 | $0 | $27,514 | $7,524 |
| JOYCE E NICHOLSON | NATIONAL DIRECTOR/VCOB Trustee or director | 0.5 | $0 | $25,661 | $8,503 |
| RICHARD E SAROSI | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $23,953 | $7,741 |
| JAMES W ROBERTSON | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $24,115 | $7,390 |
| MICHAEL J CHOBODY | NATIONAL DIRECTOR Trustee or director | 0.5 | $0 | $22,557 | $4,018 |
| DAVID M KOZAK-RETIRED 1023 | NATIONAL DIRECTOR/VCOB Trustee or director | 0.5 | $0 | $17,769 | $6,582 |
Address and contacts
- Address (IRS master file)
- 709 BRIGHTON RD, PITTSBURGH, PA 15233-1821
- Principal officer (990 for 2025)
- DIANE M TORMA, 709 BRIGHTON ROAD, PITTSBURGH, PA 152331821
- Signed the 990
- DIANE M TORMA, PRESIDENT/CEO
- Phone
- (412) 231-2979
- Website
- WWW.WPALIFE.ORG
- Return prepared by
- H2R CPA
Mission
TO AWARD SCHOLARSHIPS TO QUALIFIED INDIVDUALS WHO ARE MEMBERS OF THE WILLIAM PENN ASSOCIATION.
Program accomplishments
- FYE 12/31/25, SCHOLARSHIPS WERE AWARDED TO 37 STUDENTS ACCEPTED BY OR ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY OR SCHOOL OF NURSING.Expenses $48,000 · grants $48,000
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7059647
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $623,272
- Income (IRS master file)
- $44,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $44,129 | $51,364 | $623,272 | XML |
| 990 | December 2024 | $64,868 | $56,048 | $630,507 | XML |
| 990 | December 2023 | $67,812 | $181,199 | $621,687 | XML |
| 990 | December 2022 | $55,678 | $63,815 | $735,074 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 23-7059647).
Questions about WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC
- What is the EIN of WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC is 23-7059647.
- Is WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names DIANE M TORMA.
- Who are the officers and directors of WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $44,129, expenses of $51,364 and total assets of $623,272 at year end.
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