Compensation 990

William Penn Association

Fiscal year ending 2022. Filed on October 7, 2023.

709 Brighton Road
Pittsburgh, Pennsylvania 15233

William Penn Association (EIN: 25-0856580) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2022 IRS Form 990 filing, William Penn Association, a 501(c)(8) fraternal beneficiary society, reported compensation for 5 out of 29 total employees. Among the employees shown here, the average compensation is $178,736. The highest compensated employee at William Penn Association is George S Charles Jr with fiscal year 2022 compensation of $253,358.

Revenue, expenses, and employee compensation

Revenue

$62,424,909

Expenses

$57,194,303

Employee compensation

$2,623,468
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Non-Employee Board Members

Debra A Lewis
National Director
$36,410
$27,906 from orgNo related comp$8,504 other
Anne Marie Schmidt
National Director/Vcob
$35,195
$27,475 from orgNo related comp$7,720 other
Katherine E Novak
National Director/Cob
$33,081
$24,577 from orgNo related comp$8,504 other
Joyce E Nicholson
National Director
$31,314
$22,618 from orgNo related comp$8,696 other
James W Robertson
National Director
$30,598
$23,034 from orgNo related comp$7,564 other
Richard E Sarosi
National Director
$27,598
$19,682 from orgNo related comp$7,916 other
David M Kozak
National Director/Vcob
$25,172
$18,438 from orgNo related comp$6,734 other
Michael J Chobody
National Director
$21,219
$17,356 from orgNo related comp$3,863 other

Contractors

Bruce and Bruce
Provide Actuarial and Consulting
$230,069
Burns and Scalo
Contracting
$171,052
Qladmin Solutions
Wealth Management
$141,761
Fissunguard
Software and Technology
$137,591
Noreen Fritz
Insurance Sales Agent
$120,182

Mission Statement

TO PROVIDE LIFE INSURANCE, ANNUITIES AND OTHER FRATERNAL BENEFITS TO MEMBERS OF THE WILLIAM PENN ASSOCIATION.

Revisions to this organization profile

October 3, 2025:
2024 William Penn Association 990 filed
October 7, 2024:
2023 William Penn Association 990 filed
October 7, 2023:
2022 William Penn Association 990 filed

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