WILLIAM PENN UNIVERSITY (EIN 420707120) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1873

Legal Domicile

Principal Officer

BONNIE L JOHNSON

Phone

6416731001

Tax Period

2024-07-01 to 2025-06-30

WILLIAM PENN UNIVERSITY, founded in 1873, is a mid-sized nonprofit in the Education sector that reported $51.4M in total revenue in fiscal year 2024. Expenses of $49.3M left a modest 4% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,175,830

Program Service Revenue $41,126,347

Investment Income $733,426

Other Revenue $371,738

TOTAL REVENUE $51,407,341

Expense Breakdown

Grants Paid $20,638,777

Salaries & Benefits $12,262,790

Fundraising Expenses $314,583

Program Expenses $44,854,717

Other Expenses $16,383,858

TOTAL EXPENSES $49,285,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$51,407,341	$51,277,637	+0.0%
Expenses	$49,285,425	$51,517,863	0.0%
Net Income	$2,121,916	$-240,226	-9.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

735

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$416,316

Total Directors

$261,437

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID AHMAD	COMMITTEE CH	2.00	Director	$0	$0	$0
RON BRYAN	TRUSTEE	2.00	Director	$0	$0	$0
JOE P CROOKHAM	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
JERRY N ELLIS	COMMITTEE CH	2.00	Director	$0	$0	$0
JAMES FUEDNER	TRUSTEE	2.00	Director	$0	$0	$0
TOM FRANKS	COMMITTEE CH	2.00	Director	$0	$0	$0
MANNY GARCIA	TRUSTEE	2.00	Director	$0	$0	$0
SYLIVA GRAVES	TRUSTEE	2.00	Director	$0	$0	$0
KIMBERLY HOLMBERG	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS HYLAND	COMMITTEE CH	2.00	Director	$0	$0	$0
IRVING JONES	COMMITTEE CH	2.00	Director	$0	$0	$0
LARRY JUNCKER	TRUSTEE	2.00	Director	$0	$0	$0
REGINALD MARTIN	TRUSTEE	2.00	Director	$0	$0	$0
JEFF MCNULTY	TRUSTEE	2.00	Director	$0	$0	$0
GORDAN MOORE	TRUSTEE	2.00	Director	$0	$0	$0
JON MOSHER	TRUSTEE	2.00	Director	$0	$0	$0
ERIC NICHOLS	BOARD CHAIRM	2.00	Officer Director	$0	$0	$0
JOHN OTTOSSON	PRESIDENT	40.00	Officer Director	$237,853	$23,584	$261,437
ROBERT SCHULTZE	TRUSTEE	2.00	Director	$0	$0	$0
ALFIO TOGNOCCHI	TRUSTEE	2.00	Director	$0	$0	$0
JAYNE SHERWOOD	TRUSTEE	2.00	Director	$0	$0	$0
BONNIE L JOHNSON	CFO	40.00	Officer	$131,647	$23,232	$154,879
NOEL STAHLE	VP OF ACADEM	40.00	Highest	$109,771	$17,182	$126,953
KERRA STRONG	FACULTY	40.00	Highest	$103,571	$5,339	$108,910

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$51,407,341	$49,285,425	$86,215,453	$2,121,916
2024	$51,277,637	$51,517,863	$84,983,218	$-240,226
2023	$51,668,305	$48,331,876	$82,522,880	$3,336,429
2022	$45,582,134	$43,858,725	$78,771,952	$1,723,409
2021	$45,471,214	$41,352,922	$77,652,968	$4,118,292
2020	$40,090,210	$38,687,396	$76,786,240	$1,402,814
2019	$38,827,623	$37,083,308	$76,454,511	$1,744,315
2018	$37,124,395	$36,854,156	$77,434,582	$270,239

WILLIAM PENN UNIVERSITY