2026-05-13T10:14:21-04:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 2 CAMPUS BLVD STE 220 NEWTOWN SQUARE PA 19073 990 2024-07-01 230953760 WILLIAM PENN CHARTER SCHOOL INC WILL 2158443460 3000 W SCHOOL HOUSE LANE PHILADELPHIA PA 191445412 STEPHEN GRAHAM CFO 2158443460 2026-05-13 true false JOSEPH J FARACE P00148324 6103534610 2026-05-13 2024 2025-03-06 01:10:19Z KAREN W COLEMAN SAME AS ABOVE PHILADELPHIA PA 191445412 62074702 false X WWW.PENNCHARTER.COM X 1689 A COED, PRE-KINDERGARTEN TO GRADE 12 SCHOOL ESTABLISHED IN 1689 BY WILLIAM PENN AS A FRIENDS SCHOOL. A VIGOROUS PROGRAM OF ACADEMICS, ARTS AND ATHLETICS PREPARES STUDENTS FOR HIGHER EDUCATION AND LIFE. 20 20 258 120 0 6911736 8885807 42009255 44144882 4479840 6651024 138240 174945 53539071 59856658 10991518 11939203 0 27034985 28506896 0 1470641 18138070 23497010 56164573 63943109 -2625502 -4086451 298005515 308566001 112223262 119930413 185782253 188635588 A COED, PRE-KINDERGARTEN TO GRADE 12 SCHOOL ESTABLISHED IN 1689 BY WILLIAM PENN AS A FRIENDS SCHOOL. A VIGOROUS PROGRAM OF ACADEMICS, ARTS AND ATHLETICS PREPARES STUDENTS FOR HIGHER EDUCATION AND LIFE. false false 46730820 11939203 A COED, PRE-KINDERGARTEN TO GRADE 12 SCHOOL ESTABLISHED IN 1689 BY WILLIAM PENN AS A FRIENDS SCHOOL. A VIGOROUS PROGRAM OF ACADEMICS, ARTS AND ATHLETICS PREPARES STUDENTS FOR HIGHER EDUCATION AND LIFE. 46730820 true true false false false false false false false true true false false false true true true false true false false false false false false false false false true true true false false false false false false false false false false true false false false false false false false false true 33 0 true 258 true false false false false false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false X STEPHEN GRAHAM 2158443460 3000 W SCHOOL HOUSE LANE PHILADELPHIA PA 19144 KAREN W COLEMAN HEAD OF SCHO 40.00 X 707698 0 62477 DAVID BRIGHTBILL AST TO HEAD- 40.00 X 283847 0 22209 MARCELINE SOSA DIRECTOR-LOW 40.00 X 216669 0 23845 HAL S DAVIDOW CFO 40.00 X 215436 0 16256 STEPHEN GRAHAM CFO 40.00 X 203175 0 22541 KIMBERLY BERNDT DIRECTOR-UPP 40.00 X 183437 0 24059 ANSLEY COX FACILITIES D 40.00 X 175073 0 27724 JOSHUA WILSON R FELTER DIRECTOR-MID 40.00 X 188073 0 14697 NATE HALL DIRECTOR-ENR 40.00 X 183495 0 12366 TIMOTHY MCGURIMAN COO 40.00 X 154299 0 21879 REBECCA MILLER MATH TEACHER 40.00 X 160864 0 12101 DEBRA A FOLEY HEALTH COORD 40.00 X 162855 0 9989 DARRYL J FORD HEAD OF SCHO 40.00 X 54000 0 0 BRIGITTE ADDIMANDO TRUSTEE 1.50 X 0 0 0 GRACE SHARPLES COOKE TRUSTEE 1.50 X 0 0 0 DAVID EVANS TRUSTEE 1.50 X 0 0 0 JANE F EVANS ASSISTANT CL 1.50 X 0 0 0 AMY GADSDEN TRUSTEE 1.50 X 0 0 0 MARK D HECKER TRUSTEE 1.50 X 0 0 0 PAUL HOUGH TREASURER 1.50 X 0 0 0 BENJAMIN E ROBINSON III TRUSTEE 1.50 X 0 0 0 MATT KESSLER TRUSTEE 1.50 X 0 0 0 ADAM KOPPEL TRUSTEE 1.50 X 0 0 0 NELSON J LURIA SENIOR TRUST 1.50 X 0 0 0 RICHARD A BALDERSTON MD SENIOR TRUST 1.50 X 0 0 0 LEELA MORROW TRUSTEE 1.50 X 0 0 0 KENNETH MURPHY TRUSTEE 1.50 X 0 0 0 ANDREW NEWCOMB TRUSTEE 1.50 X 0 0 0 RENNI POLITE TRUSTEE 1.50 X 0 0 0 ROBERT L ROSANIA TRUSTEE 1.50 X 0 0 0 GREG SUMMERS TRUSTEE 1.50 X 0 0 0 ROB VOSBURGH TRUSTEE 1.50 X 0 0 0 EDWARD ZUBROW SENIOR TRUST 1.50 X 0 0 0 2888921 270143 80 false true false CULINART INC PO BOX 417632 BOSTON MA 022417632 FOOD SERVICES 949851 BUSINESS CARD PO BOX 15710 WILMINGTON DE 19886 MASTERCARD 571636 AR BUILDING SERVICES INC 43 LEOPOLD ROAD SUITE 204 PAOLI PA 19301 HOUSEKEEPING 550371 EWING COLE 100 NORTH 6TH STREET PHILADELPHIA PA 19106 ARCHITECTS 512911 COZEN O'CONNOR PO BOX 7247 PHILADELPHIA PA 191707885 LEGAL SERVICES 308217 18 8885807 205030 8885807 TUITION AND FEES 611600 43186179 43186179 DAY CAMP REVENUE 611710 624479 624479 OTHER PROGRAM REVENUE 611710 334224 334224 44144882 4837396 4837396 174945 174945 174945 174945 4031672 2218044 4031672 -2218044 1813628 1813628 59856658 45958510 5012341 11939203 11939203 1281584 1281584 21785585 15100979 6075281 609325 1498433 839337 659096 2245498 1257800 987698 1695796 949888 745908 866220 485207 381013 108949 61027 47922 229041 128296 100745 2407 2407 268392 268392 1665025 1665025 1817415 659456 1157959 1474458 1474458 3960703 2218560 1742143 687211 384936 302275 PLEDGE WRITE OFFS 3776230 3776230 FACULTY TUITION REMISSION 3626560 3626560 ATHLETIC ACTIVITIES 1131398 1131398 REPAIRS AND MAINTENANCE 705316 395078 310238 3177685 2300000 284761 592924 63943109 46730820 15741648 1470641 47239240 11281594 8292012 4765821 870821 886441 246050 153181 157216 162258 589292 632605 194025325 42404568 110932020 151620757 119869882 128033520 615125 563730 9193857 10466094 298005515 308566001 8016345 13472579 3964288 3736524 98508165 98065976 126076 107089 1608388 4548245 112223262 119930413 X 114196864 112426564 71585389 76209024 185782253 188635588 298005515 308566001 X -4086451 6919387 20399 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 119879495 1701005 15987352 6400702 131167150 108184282 2218878 15151985 5675650 119879495 97033259 5078073 12274948 6201998 108184282 113531594 8824256 -17834971 7487620 97033259 92628708 3598839 25002566 7698519 113531594 0.53100 0.46900 true false 2747863 2747863 91624848 26487782 65137066 94635798 11484456 83151342 5016816 4432330 584486 151620757 INTERFUND DUE TO ENDOWMENT 4139909 ANNUITY PAYMENT LIABILITY 241779 LEASE LIABILITY 129977 DISCOUNT FOR FUTURE INTEREST 19230 SECURITY DEPOSIT 17350 4548245 X 66567403 6919387 20399 6939786 59627617 229041 229041 59856658 63714068 63714068 229041 229041 63943109 SCHEDULE D, PAGE 3, PART X THE SCHOOL FOLLOWS ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS OR TAX LIABILITIES EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. IF THE SCHOOL WERE TO INCUR ANY INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES ON ANY INCOME TAX WOULD BE REPORTED AS INCOME TAXES. THE SCHOOL BELIEVES THERE ARE NO UNCERTAINTIES WHICH WOULD REQUIRE ANY RECOGNITION OF TAX BENEFITS OR TAX LIABILITIES AS OF AND FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITY 12,792 CHANGE IN FAIR VALUE OF POOL FUND 7,607 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 ADVERTISEMENTS ARE PLACED IN REGIONAL NEWSPAPERS / MEDIA PUBLICATIONS false FINANCIAL AID 11939203 FMV REDUCED TUITION X X true true X X X X false false false false false false false false false KAREN W COLEMAN HEAD OF SCHOOL 635415 72283 50833 11644 770175 DAVID BRIGHTBILL AST TO HEAD-SCHOOL 277611 6236 22209 306056 MARCELINE SOSA DIRECTOR-LOWER SCHOO 211750 4919 16940 6905 240514 HAL S DAVIDOW CFO 203200 12236 16256 231692 STEPHEN GRAHAM CFO 170000 33175 11333 11208 225716 KIMBERLY BERNDT DIRECTOR-UPPER SCH 179170 4267 14334 9725 207496 ANSLEY COX FACILITIES DIRECTOR 170970 4103 13678 14046 202797 JOSHUA WILSON R FELTER DIRECTOR-MIDDLE SCH 183715 4358 14697 202770 NATE HALL DIRECTOR-ENROLLMENT 154570 28925 12366 195861 TIMOTHY MCGURIMAN COO 117500 36799 7833 14046 176178 REBECCA MILLER MATH TEACHER 70267 90597 5621 6480 172965 DEBRA A FOLEY HEALTH COORDINATOR 71067 91788 5685 4304 172844 A PHILA AUTHORITY FOR INDUSTRIAL DEVE 232237287 2014-12-02 32000000 REFINANCE/CONSTRUCTION false false false B PHILA AUTHORITY FOR INDUSTRIAL DEVE 232237287 2020-03-06 40000000 TO FINANCE CONSTRUCTION FOR ATHLETICS & WELLNESS CENTER false false false C PHILA AUTHORITY FOR INDUSTRIAL DEVE 232237287 2024-01-18 35000000 TO FINANCE CURRENT CONSTRUCTION OF NEW LOWER SCHOOL. false false false A 8623617 32000000 2015 true false true true B 310407 40000000 2022 true false true true C 35000000 1477000 239125 2025 false false true true A false false false false false false true B false false false false false false true C false false false false false false true A false false false false true true TD BANK NA 10.000000000000 true false false false false B false false false false true true TD BANK 10.000000000000 true false false false false C false false false false false false false false false A false B false C false PURPOSE OF ISSUE DESCRIPTION PHILA AUTHORITY FOR INDUSTRIAL DEVEL REFINANCE/CONSTRUCTION PURPOSE OF ISSUE DESCRIPTION PHILA AUTHORITY FOR INDUSTRIAL DEVEL TO FINANCE CONSTRUCTION FOR ATHLETICS & WELLNESS CENTER PURPOSE OF ISSUE DESCRIPTION PHILA AUTHORITY FOR INDUSTRIAL DEVEL TO FINANCE CURRENT CONSTRUCTION OF NEW LOWER SCHOOL. X 8 205030 false true false FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FINALIZING AND FILING FORM 990, PAGE 6, PART VI, LINE 12C SEE ATTACHED CONFLICT OF INTEREST POLICY FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION IS DETERMINED BASED ON DATA OBTAINED FROM SURVEYS OF OTHER SCHOOLS CONDUCTED BY THE BOARD OF TRUSTEES OR BY THIRD PARTIES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION IS DETERMINED BASED ON DATA OBTAINED FROM SURVEYS OF OTHER SCHOOLS CONDUCTED BY THE BOARD OF TRUSTEES OR BY THIRD PARTIES. FORM 990, PAGE 6, PART VI, LINE 19 MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9 CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITY 12,792 CHANGE IN FAIR VALUE OF POOL FUND 7,607 TOTAL 20,399