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WILLIAM PENN CHARTER SCHOOL INC

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Public IRS 990 nonprofit record

WILLIAM PENN CHARTER SCHOOL INC

EIN 23-0953760 · Education (B200)

What they do

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.

Before you give

Are they doing good?

Easy charity check
Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders33 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$106.83spent for every $100 of revenueSpending was higher than revenue this year.
$24.60of every $100 spent went to management and office costsThis number alone does not tell us how much good they did.
$4.83in assets for every $1 spent this yearSome assets cannot be spent right away.
14.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,086,451 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $770,175 for KAREN W COLEMAN (HEAD OF SCHO). Compare pay with organizations of similar size and complexity.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$59,856,658
Expenses$63,943,109
Annual shortfall $4,086,451 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Management and general$15,741,648 · 24.6% of expenses
See all reported dollar amounts
Revenue$59,856,658
Expenses$63,943,109
Assets$308,566,001
Income$62,074,702
Contributions$8,885,807
Management and general$15,741,648
Stocks and bonds$128,033,520
Accounting fees$108,949
Investing fees$229,041
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KAREN W COLEMANHEAD OF SCHO · 40 hrs/week $770,175Base $707,698 · Other $62,477
DAVID BRIGHTBILLAST TO HEAD- · 40 hrs/week $306,056Base $283,847 · Other $22,209
MARCELINE SOSADIRECTOR-LOW · 40 hrs/week $240,514Base $216,669 · Other $23,845
HAL S DAVIDOWCFO · 40 hrs/week $231,692Base $215,436 · Other $16,256
STEPHEN GRAHAMCFO · 40 hrs/week $225,716Base $203,175 · Other $22,541
KIMBERLY BERNDTDIRECTOR-UPP · 40 hrs/week $207,496Base $183,437 · Other $24,059
ANSLEY COXFACILITIES D · 40 hrs/week $202,797Base $175,073 · Other $27,724
JOSHUA WILSON R FELTERDIRECTOR-MID · 40 hrs/week $202,770Base $188,073 · Other $14,697
NATE HALLDIRECTOR-ENR · 40 hrs/week $195,861Base $183,495 · Other $12,366
TIMOTHY MCGURIMANCOO · 40 hrs/week $176,178Base $154,299 · Other $21,879
REBECCA MILLERMATH TEACHER · 40 hrs/week $172,965Base $160,864 · Other $12,101
DEBRA A FOLEYHEALTH COORD · 40 hrs/week $172,844Base $162,855 · Other $9,989

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (33)

KAREN W COLEMANHEAD OF SCHO

DAVID BRIGHTBILLAST TO HEAD-

MARCELINE SOSADIRECTOR-LOW

HAL S DAVIDOWCFO

STEPHEN GRAHAMCFO

KIMBERLY BERNDTDIRECTOR-UPP

ANSLEY COXFACILITIES D

JOSHUA WILSON R FELTERDIRECTOR-MID

NATE HALLDIRECTOR-ENR

TIMOTHY MCGURIMANCOO

REBECCA MILLERMATH TEACHER

DEBRA A FOLEYHEALTH COORD

DARRYL J FORDHEAD OF SCHO

MARK D HECKERTRUSTEE

ADAM KOPPELTRUSTEE

AMY GADSDENTRUSTEE

ROBERT L ROSANIATRUSTEE

ROB VOSBURGHTRUSTEE

RICHARD A BALDERSTON MDSENIOR TRUST

RENNI POLITETRUSTEE

PAUL HOUGHTREASURER

NELSON J LURIASENIOR TRUST

ANDREW NEWCOMBTRUSTEE

MATT KESSLERTRUSTEE

EDWARD ZUBROWSENIOR TRUST

BENJAMIN E ROBINSON IIITRUSTEE

LEELA MORROWTRUSTEE

BRIGITTE ADDIMANDOTRUSTEE

KENNETH MURPHYTRUSTEE

DAVID EVANSTRUSTEE

JANE F EVANSASSISTANT CL

GREG SUMMERSTRUSTEE

GRACE SHARPLES COOKETRUSTEE

About this charity

Recognized since
January 1986
Location
3000 W SCHOOL HOUSE LANE, PHILADELPHIA, PA 191445412
County
Philadelphia
In care of
STEPHEN GRAHAM
Primary officer
STEPHEN GRAHAM, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification
Education (B200)

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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