William Penn Association

Fiscal year ending 2024. Filed on October 3, 2025.

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 2024 IRS Form 990 filing, William Penn Association, a 501(c)(8) fraternal beneficiary society, reported compensation for 6 out of 26 total employees. Among the employees shown here, the average compensation is $175,925. The highest compensated employee at William Penn Association is Diane M Torma with fiscal year 2024 compensation of $214,565.

Revenue, expenses, and employee compensation

Revenue

$70,565,517

Expenses

$68,503,798

Employee compensation

$2,742,640

Reported Compensated Employees

President/Ceo AS of 6/5/24

$192,808 from orgNo related comp$21,757 other

George S Charles Jr

President/Ceo Retired 6/4/24

$175,160 from orgNo related comp$17,328 other

Steven F Charles

Chief Operating Officer

$162,970 from orgNo related comp$14,065 other

Cassandra Holmes

Chief Administrative Officer

$148,198 from orgNo related comp$22,907 other

Chief Information Security

$149,071 from orgNo related comp$7,322 other

Chief Financial Officer 6/11/24

$130,704 from orgNo related comp$13,262 other

Non-Employee Board Members

Board Vice Chair

$28,760 from orgNo related comp$7,440 other

Katherine E Novak

$28,209 from orgNo related comp$7,440 other

Joyce E Nicholson

Board Vice Chair

$25,069 from orgNo related comp$7,602 other

James W Robertson

National Director

$24,247 from orgNo related comp$6,692 other

Richard E Sarosi

National Director

$21,833 from orgNo related comp$6,979 other

Michael J Chobody

National Director

$21,117 from orgNo related comp$3,207 other

Contractors

Insurance Sales Agent

Bruce and Bruce

Provide Actuarial and Consulting

Insurance Sales Agent

Qladmin Solutions

Wealth Management

Optimum Life Reinsurance

Provide Actuarial and Consulting

Mission Statement

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

Other organizations also named William Penn Association

William Penn Associations Branch 88

Kittanning, Pennsylvania

William Penn Association Branch 189

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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