WILLIAM PENN HOUSE

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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

1993

Legal Domicile

Principal Officer

BRIDGET M MOIX

Phone

2025435560

Tax Period

2024-07-01 to 2025-06-30

WILLIAM PENN HOUSE, founded in 1993, is a small nonprofit in the Education sector that reported $433K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $732K exceeded revenue, resulting in a 69% operating deficit.

Mission

FRIENDS PLACE ON CAPITOL HILL IS A WELCOMING SPACE THAT OFFERS HOSPITALITY CENTERED IN PEACE, CIVIC EDUCATION, AND JUSTICE-BASED ADVOCACY FOR LEARNERS AND LEADERS OF ALL AGES.

Program Service Accomplishments

Program 1

Expenses: $536,904 Revenue: $356,341

FRIENDS PLACE PROVIDES A WELCOMING AND INCLUSIVE COMMUNITY FOR LEARNING, SPIRITUAL EXPLORATION, AND RESTORATION IN THE QUAKER TRADITION FOR INDIVIDUALS AND GROUPS TRAVELING TO WASHINGTON, DC FOR...

FRIENDS PLACE PROVIDES A WELCOMING AND INCLUSIVE COMMUNITY FOR LEARNING, SPIRITUAL EXPLORATION, AND RESTORATION IN THE QUAKER TRADITION FOR INDIVIDUALS AND GROUPS TRAVELING TO WASHINGTON, DC FOR EDUCATION AND ADVOCACY ON ISSUES OF PEACE BUILDING AND SOCIAL JUSTICE.FRIENDS PLACE ALSO GIVES OPPORTUNITIES TO LEARN AND EXPLORE ISSUES OF SOCIAL JUSTICE THROUGH DIRECT SERVICE ACTIVITIES, DISCUSSIONS WITH COMMUNITY LEADERS AND ACTIVISTS, AND VISITS WITH MARGINALIZED COMMUNITIES IN WASHINGTON, DC AND THE SURROUNDING AREA.

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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 $76,552

Program Service Revenue $356,341

Investment Income $0

Other Revenue $50

TOTAL REVENUE $432,943

Expense Breakdown

Grants Paid $0

Salaries & Benefits $409,242

Fundraising Expenses $23,061

Program Expenses $536,904

Other Expenses $323,226

TOTAL EXPENSES $732,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$432,943	$319,257	+0.4%
Expenses	$732,468	$800,747	-0.1%
Net Income	$-299,525	$-481,490	-0.4%

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

N/A

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

$642,121

Total Directors

Key Employees

$189,493

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL M FUSON	CLERK	1.00	Officer Director	$0	$0	$0
KITTY UFFORD-CHASE	ASSISTANT CLERK	1.00	Officer Director	$0	$0	$0
MARY LOU HATCHER	ASSISTANT CLERK, THRU NOV 2024	1.00	Officer Director	$0	$0	$0
BECKY STEELE	RECORDING CLERK	1.00	Officer Director	$0	$0	$0
ABIGAIL E ADAMS	RECORDING CLERK, THRU NOV 2024	1.00	Officer Director	$0	$0	$0
DAVID SINGLETON	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA BURGUS	TREASURER, THRU NOV 2024	1.00	Officer Director	$0	$0	$0
DAVID BANTZ	DIRECTOR, THRU NOV 2024	1.00	Director	$0	$0	$0
ERNIE BUSCEMI	DIRECTOR	1.00	Director	$0	$0	$0
MARK R DONOVAN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS R GIBIAN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH HEJL	DIRECTOR, THRU NOV 2024	1.00	Director	$0	$0	$0
JANE HILES	DIRECTOR	1.00	Director	$0	$0	$0
A T MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TRAYCE PETERSON	DIRECTOR, THRU MAY 2025	1.00	Director	$0	$0	$0
GENIE STOWERS	DIRECTOR	1.00	Director	$0	$0	$0
KAREN TREBOR	DIRECTOR	1.00	Director	$0	$0	$0
BEN WARNKE	DIRECTOR	1.00	Director	$0	$0	$0
KHAMANI WILLIAMSON	DIRECTOR, THRU MAY 2025	1.00	Director	$0	$0	$0
BRIDGET MOIX	GENERAL SECRETARY	3.00	Officer	$12,719	$41,470	$243,063
LAUREN BROWNLEE	DEPUTY GENERAL SECRETARY	3.00	Officer	$10,968	$28,961	$202,792
AMINATA TAYLOR ASSOCIATE	GENERAL SECRETARY, FINANCE	3.00	Officer	$9,433	$46,764	$196,266
ADLAI AMOR ASSOCIATE	GENERAL SECRETARY, COMM. & IT	3.00	Key Emp	$10,047	$30,252	$189,493
LAVIDA DAVIS	DIRECTOR	3.00	Highest	$9,869	$27,389	$183,802
AMELIA KEGAN ASSOCIATE	GENERAL SECRETARY, POLICY & ADVOCACY	3.00	Highest	$9,242	$46,938	$193,418
STEPHEN DONAHOE ASSOCIATE	GENERAL SECRETARY, ADVANCEMENT	3.00	Highest	$9,276	$41,124	$188,135
ANIKA FORREST	DIRECTOR, DOMESTIC POLICY	3.00	Highest	$7,988	$24,322	$150,920
EDWARD NAMING'ONA	CONTROLLER	3.00	Highest	$8,111	$3,690	$132,251

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	$432,943	$732,468	$3,365,347	$-299,525
2024	$319,257	$800,747	$3,238,108	$-481,490
2023	$574,067	$786,933	$2,315,358	$-212,866
2022	$481,911	$676,216	$2,186,884	$-194,305
2021	$345,150	$151,164	$1,383,566	$193,986
2021	$345,150	$151,164	$1,383,566	$193,986
2020	$866,924	$269,148	$918,473	$597,776
2019	$298,322	$363,552	$89,608	$-65,230
2018	$321,053	$365,669	$115,461	$-44,616