Mission
TO PROVIDE LIFE INSURANCE, ANNUITIES AND OTHER FRATERNAL BENEFITS TO MEMBERS OF THE WILLIAM PENN ASSOCIATION.
Public Charity
WILLIAM PENN ASSOCIATION
Based in PITTSBURGH, PA, WILLIAM PENN ASSOCIATION operates as a Public Charity. The organization reported $66.8M in revenue, $65.0M in expenses, $507.8M in total assets for fiscal year 2025.
EIN: 250856580
PITTSBURGH, PA
Latest filing: 2025
Total Revenue$66.8M
Total Expenses$65.0M
Total Assets$507.8M
Grant Records0
Filing Years2021–2025
Officers & Directors
CHIEF FINANCIAL OFFICER
Adam C Sedar
SALES DIRECTOR
Barbi Tew
CHIEF ADMINISTRATIVE OFFICER
Cassandra Holmes
VICE CHAIR OF THE BOARD
Debra A Lewis
PRESIDENT/CEO
Diane M Torma
VICE CHAIR OF THE BOARD
James W Robertson
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $66.8M | $65.0M | $507.8M |
| 2024 | $70.6M | $68.5M | $511.7M |
| 2023 | $50.6M | $45.6M | $524.9M |
| 2022 | $62.4M | $57.2M | $569.4M |
| 2021 | $86.3M | $80.5M | $564.1M |
Between 2021 and 2025, reported annual revenue declined from $86.3M to $66.8M (-23%), with total assets most recently reported at $507.8M.
Interactive year-over-year charts and full filing details available with membership.