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Nonprofit · EIN 25-0856580

WILLIAM PENN ASSOCIATION

Tax-exempt · PITTSBURGH, PA 15233

Financials

$50.6M$45.6M2023$70.6M$68.5M2024$66.8M$65M2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM PENN ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$66,771,730$64,989,334$1,782,396$507,786,910$454,230,529$53,556,381
December 31, 2024990$70,565,517$68,503,798$2,061,719$511,705,719$460,282,434$51,423,285
December 31, 2023990$50,578,085$45,612,220$4,965,865$524,904,561$475,272,321$49,632,240
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$41,110,319
Investment income
$24,738,513
Net gain from sales of assets
-$380,048
Other revenue
$922,898

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$58,662,406
Compensation of officers, directors and key employees
$1,305,146
Other salaries and wages
$964,024
Salaries, compensation and benefits (total)
$2,782,961
Professional fundraising fees
$0
Legal fees
$94,903
Accounting fees
$86,444
Occupancy
$194,361
Travel
$62,505
Depreciation
$46,252

Balance sheet and other

Total assets, start of year
$511,705,719
Total assets, end of year
$507,786,910
Total liabilities, end of year
$454,230,529
Net assets, end of year
$53,556,381
Land, buildings and equipment
$884,308
Publicly traded securities
$494,447,013
Gross receipts
$96,164,734
Employees
28
Volunteers
0
Year formed
1886
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DIANE M TORMAPRESIDENT/CEO
Trustee or director, Officer
40$247,781$25,367
CASSANDRA HOLMESCHIEF ADMINISTRATIVE OFFICER
Officer
40$171,709$22,097
ADAM C SEDARCHIEF FINANCIAL OFFICER
Officer
40$167,105$20,209
STEVEN F CHARLESCHIEF OPERATING OFFICER
Officer
40$167,492$15,025
JOHN BOSICHIEF INFORMATION SECURITY
Highest-paid employee
40$155,552$14,546
BARBI TEWSALES DIRECTOR
Highest-paid employee
40$119,061$8,801
DEBRA A LEWISVICE CHAIR OF THE BOARD
Trustee or director
10$24,858$7,279
KATHERINE E NOVAKNATIONAL DIRECTOR
Trustee or director
10$23,788$7,279
JAMES W ROBERTSONVICE CHAIR OF THE BOARD
Trustee or director
10$23,562$6,553
JOYCE E NICHOLSONCHAIR OF THE BOARD
Trustee or director
10$22,010$7,440
RICHARD E SAROSINATIONAL DIRECTOR
Trustee or director
10$18,364$6,834
MICHAEL J CHOBODYNATIONAL DIRECTOR
Trustee or director
10$19,067$3,367
990 for the year ended December 31, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
DIANE M TORMAPRESIDENT/CEO AS OF 6/5/24
Trustee or director, Officer
40$192,808$21,757
GEORGE S CHARLES JRPRESIDENT/CEO RETIRED 6/4/24
Trustee or director, Officer
40$175,160$17,328
STEVEN F CHARLESCHIEF OPERATING OFFICER
Officer
40$162,970$14,065
CASSANDRA HOLMESCHIEF ADMINISTRATIVE OFFIC
Officer
40$148,198$22,907
JOHN BOSICHIEF INFORMATION SECURITY
Highest-paid employee
40$149,071$7,322
ADAM C SEDARCHIEF FINANCIAL OFFICER 6/11/24
Officer
40$130,704$13,262
DEBRA A LEWISVICE CHAIR OF THE BOARD
Trustee or director
10$28,760$7,440
KATHERINE E NOVAKCHAIR OF THE BOARD
Trustee or director
10$28,209$7,440
JOYCE E NICHOLSONVICE CHAIR OF THE BOARD
Trustee or director
10$25,069$7,602
JAMES W ROBERTSONNATIONAL DIRECTOR
Trustee or director
10$24,247$6,692
RICHARD E SAROSINATIONAL DIRECTOR
Trustee or director
10$21,833$6,979
MICHAEL J CHOBODYNATIONAL DIRECTOR
Trustee or director
10$21,117$3,207
990 for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
GEORGE S CHARLES JRPRESIDENT/CEO
Trustee or director, Officer
40$222,506$29,573
DIANE M TORMACHIEF FINANCIAL OFFICER
Officer
40$152,918$21,187
CASSANDRA HOLMESCHIEF ADMINISTRATIVE OFFICER
Officer
40$141,838$21,163
STEVEN F CHARLESCHIEF OPERATING OFFICER
Officer
40$141,118$12,352
JOHN BOSICHIEF INFORMATION SECURITY OFFICER
Highest-paid employee
40$114,057$7,792
DEBRA A LEWIS-AS OF 1023NATIONAL DIRECTOR/VCOB
Trustee or director
10$31,704$8,309
KATHERINE E NOVAKNATIONAL DIRECTOR/COB
Trustee or director
10$29,183$8,309
ANNE MARIE SCHMIDTNATIONAL DIRECTOR/VCOB-RETIRED 10/23
Trustee or director
10$27,514$7,524
JOYCE E NICHOLSONNATIONAL DIRECTOR/VCOB-AS OF 10/23
Trustee or director
10$25,661$8,503
RICHARD E SAROSINATIONAL DIRECTOR
Trustee or director
10$23,953$7,741
JAMES W ROBERTSONNATIONAL DIRECTOR
Trustee or director
10$24,115$7,390
MICHAEL J CHOBODYNATIONAL DIRECTOR
Trustee or director
10$22,557$4,018
DAVID M KOZAK-RETIRED 1023NATIONAL DIRECTOR/VCOB
Trustee or director
10$17,769$6,582

Address and contacts

Address (IRS master file)
709 BRIGHTON RD, PITTSBURGH, PA 15233-1805
In care of
% RICHARD W TOTH FLMI FIN OFFICE
Principal officer (990 for 2025)
ADAM C SEDAR, 709 BRIGHTON ROAD, PITTSBURGH, PA 152331821
Signed the 990
ADAM C SEDAR, CHIEF FINANCIAL OFFICER
Phone
(412) 231-2979
990-N for 2020 filed under this EIN
Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Dorothy H Kedves, 709 Brighton Road, Pittsburgh PA 15233. Mailing address: 709 Brighton Road, Pittsburgh PA 15233.
Return prepared by
H2R CPA

Mission

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

990 for the year ended December 31, 2025

Program accomplishments

  • LIFE INSURANCE, ANNUITIES, AND OTHER FRATERNAL BENEFITS (22,644 CERTIFICATES IN FORCE; $311,024,227 OF LIFE INSURANCE POLICIES IN FORCE).

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
25-0856580
Tax-exempt status
501(c)(8): Fraternal beneficiary society
Donations deductible (Pub 78)
Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes
Exempt since
1950
Accounting year ends
December
Files
Form 990 or 990-EZ
Group exemption
1088 (41 member organizations)
Assets (IRS master file)
$511,705,719
Income (IRS master file)
$87,069,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$66,771,730$64,989,334$507,786,910XML
990December 2024$70,565,517$68,503,798$511,705,719IRS
990December 2023$50,578,085$45,612,220$524,904,561XML
990December 2022$62,424,909$57,194,303$569,411,329IRS
990December 2021$86,255,147$80,476,376$564,136,496IRS
990-N for 2020
Officer: Dorothy H Kedves
Filed under this EIN, most likely by a chapter or affiliate
December 31, 2020≤ $50,000 receipts––e-Postcard
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-0856580).

Questions about WILLIAM PENN ASSOCIATION

What is the EIN of WILLIAM PENN ASSOCIATION?
The employer identification number (EIN) of WILLIAM PENN ASSOCIATION is 25-0856580.
Is WILLIAM PENN ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1950.
Are donations to WILLIAM PENN ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Group exemption; Fraternal lodge, deductible only for charitable purposes).
Which annual return does WILLIAM PENN ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WILLIAM PENN ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM PENN ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WILLIAM PENN ASSOCIATION?
The 990 for the year ended December 31, 2025 names ADAM C SEDAR.
Who are the officers and directors of WILLIAM PENN ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 12 people; 12 received compensation from the organization, the highest $247,781 (DIANE M TORMA, PRESIDENT/CEO).
How much revenue does WILLIAM PENN ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $66,771,730, expenses of $64,989,334 and total assets of $507,786,910 at year end.

Organizations in its group exemption (41)

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