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WILLIAM PENN UNIVERSITY

EIN 42-0707120 OSKALOOSA, IA

Revenue 2024
$51,407,341
Expenses 2024
$49,285,425

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B430
Classification
2000
Street
201 TRUEBLOOD AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

WILLIAM PENN UNIVERSITY PROVIDES THE OPPORTUNITY FOR AN EDUCATIONAL EXPERIENCE WITH A FOCUS ON LEADERSHIP, TECHNOLOGY, AND THE QUAKER PRINCIPLES OF SIMPLICITY, PEACE-MAKING, INTERGRITY, COMMUNITY AND EQUALITY.

  • INSTRUCTION AND ACADEMIC SUPPORT PROVIDED TO 1,568 FULL AND PART-TIME STUDENTS. ALSO PROVIDED SCHOLARSHIPS AND GRANTS TO STUDENTS.

    Expenses $30,057,709 · Grants $20,638,777 · Revenue $35,753,203

  • QUALITY FOOD SERVICES PROVIDED AT REASONABLE COST TO STUDENTS, FACULTY AND STAFF. SUPPORT AND MAINTENANCE OF STUDENT DORMITORIES ON CAMPUS, INCLUDING STAFFING RESIDENT ADVISORS AND VENDING SERVICES FOR STUDENTS.

    Expenses $5,480,924 · Revenue $5,258,501

  • STUDENTS SERVICES, INCLUDING STUDENT DEVELOPMENT, ACADEMIC AND CAREER COUNSELING, INTERCOLLEGIATE ATHLETICS, FINANCIAL ASSISTANCE AND OTHER SERVICES, WAS PROVIDED TO 1,568 FULL AND PART TIME STUDENTS. COST OF SALES, SUPPORT AND MAINTENANCE OF CAMPUS BOOKSTORE FOR STUDENTS, FACULTY AND STAFF.

    Expenses $9,316,084 · Revenue $114,643

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • David Ahmad

    COMMITTEE CH

    Total calculated
    $0
    Hours/week
    2
  • Ron Bryan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Joe P Crookham

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    2
  • Jerry N Ellis

    COMMITTEE CH

    Total calculated
    $0
    Hours/week
    2
  • James Fuedner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Tom Franks

    COMMITTEE CH

    Total calculated
    $0
    Hours/week
    2
  • Manny Garcia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Syliva Graves

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Kimberly Holmberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Chris Hyland

    COMMITTEE CH

    Total calculated
    $0
    Hours/week
    2
  • Irving Jones

    COMMITTEE CH

    Total calculated
    $0
    Hours/week
    2
  • Larry Juncker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Reginald Martin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jeff McNulty

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Gordan Moore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jon Mosher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Eric Nichols

    BOARD CHAIRM

    Total calculated
    $0
    Hours/week
    2
  • John Ottosson

    PRESIDENT

    Total calculated
    $261,437
    From this org
    $237,853
    From related orgs
    $0
    Other
    $23,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,853
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,804
    Nontaxable benefits
    $10,780
    Filer's total
    $261,437
  • Robert Schultze

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Alfio Tognocchi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Jayne Sherwood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • Bonnie L Johnson

    CFO

    Total calculated
    $154,879
    From this org
    $131,647
    From related orgs
    $0
    Other
    $23,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,647
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,682
    Nontaxable benefits
    $15,550
    Filer's total
    $154,879
  • Noel Stahle

    VP OF ACADEM

    Total calculated
    $126,953
    From this org
    $109,771
    From related orgs
    $0
    Other
    $17,182
    Hours/week
    40
  • Kerra Strong

    FACULTY

    Total calculated
    $108,910
    From this org
    $103,571
    From related orgs
    $0
    Other
    $5,339
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $51,407,341
    Expenses
    $49,285,425
    Contributions
    $9,175,830
    Grants paid
    $20,638,777
  • 2023
    Revenue
    $51,277,637
    Expenses
    $51,517,863
    Contributions
    $6,116,179
    Grants paid
    $22,160,852
  • 2022
    Revenue
    $51,668,305
    Expenses
    $48,331,876
    Contributions
    $10,679,582
    Grants paid
    $21,011,395

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2021 · 990

    Revenue
    $45,582,134
    Expenses
    $43,858,725
    Assets (EOY)
    $78,771,952
  • 2021 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2020 · 990

    Revenue
    $45,471,214
    Expenses
    $41,352,922
    Assets (EOY)
    $77,652,968
  • 2020 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported
  • 2019 · 990

    Revenue
    $40,090,210
    Expenses
    $38,687,396
    Assets (EOY)
    $76,786,240
  • 2018 · 990

    Revenue
    $38,827,623
    Expenses
    $37,083,308
    Assets (EOY)
    $76,454,511
  • 2017 · 990

    Revenue
    $37,124,395
    Expenses
    $36,854,156
    Assets (EOY)
    $77,434,582
  • 2016 · 990

    Revenue
    $36,015,386
    Expenses
    $36,011,842
    Assets (EOY)
    $78,768,416

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • WPU REAL ESTATE FOUNDATION LLC

    REAL ESTAT · IA

  • STATESMEN LANES & COMMUNITY EVENT C

    BOWLING · IA · income $310,936 · assets $41,000

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.