2011-02-14T14:36:56-08:00 2010-06-30 TD&T FINANCIAL GROUP PC 317 HIGH AVE E OSKALOOSA IA 525772823 990 2009-07-01 420707120 WILLIAM PENN UNIVERSITY WILL 6416731001 NORTH MARKET AND TRUEBLOOD AVENUE OSKALOOSA IA 52577 BONNIE JOHNSON 2011-02-14 Joseph B Ryan CPA 6416722523 2009 2016-02-24 21:20:13Z ANN FIELDS 1739 108TH PL KNOXVILLE IA 50138 31507729 false false X www.wmpenn.edu X 1873 IA William Penn University provides the opportunity for an educational experience with a focus on leadership, technology, and the Quaker principles of simplicity, peace-making, integrity, community and equality. 21 19 879 50 0 4120274 5445390 23138843 25879118 186103 183221 0 27445220 31507729 8633691 10322063 0 10507377 11364837 0 568916 10725875 10929212 29866943 32616112 -2421723 -1108383 53621651 58626219 39269947 44682925 14351704 13943294 William Penn University provides the opportunity for an educational experience with a focus on leadership, technology, and the Quaker principles of simplicity, peace-making, integrity, community and equality. false false 10322063 10322063 SCHOLARSHIP PROGRAMS FOR SCHOLARSHIPS AND GRANTS TO 1,694 STUDENTS 10169864 22245910 INSTRUCTION AND ACADEMIC SUPPORT PROVIDED TO 1,694 FULL AND PART-TIME STUDENTS 5576259 298014 STUDENTS SERVICES, INCLUDING STUDENT DEVELOPMENT, ACADEMIC AND CAREER COUNCELING, INTERCOLLEGIATE ATHLETICS, FINANCIAL ASSISTANCE AND OTHER SERVICES, WAS PROVIDED TO 1,694 FULL AND PART TIME STUDENTS 3026529 3335194 29094715 true true false true false false false true 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 true true true false false false false false false false true 67 0 true 879 true false false false false false false false false true true false 0 false false false false false false false false 21 19 true false false false false false false true true false false false true false false false false true true true true true X BONNIE JOHNSON 6416731001 NORTH MARKET AND TRUEBLOOD AVENUE OSKALOOSA IA 52577 WILLIAM PATTEN 2.00 X 0 0 0 TOM FRANKS 2.00 X 0 0 0 STEVEN C NOAH 40.00 X 128318 0 38189 SAMUEL H RITCHIE 2.00 X 0 0 0 RYAN BHATTACHARYYA 2.00 X 0 0 0 RUTH NEUBERT 2.00 X 0 0 0 RONALD K BRYAN 2.00 X 0 0 0 REGINALD MARTIN 2.00 X 0 0 0 RANDAL MARK WRIGHT 40.00 X 78565 0 25719 NEOL STAHLE 40.00 X 77693 0 14127 NEDRA JANE SMITH 2.00 X 0 0 0 MARY GLASSCOCK 2.00 X 0 0 0 MARGARET STOLZFUS 2.00 X 0 0 0 LEE BASH 40.00 X 100785 0 27737 L FREDRICK ALLEN 40.00 X 77468 0 24547 KEN VAN GILST 2.00 X 0 0 0 JOHN EE OTTOSSON 40.00 X 130822 0 31262 JOE P CROOKHAM 2.00 X 0 0 0 JOBI LAWRENCE 40.00 X 120794 0 15258 JERRY N ELLIS 2.00 X 0 0 0 GREG HAFNER 40.00 X 52857 0 14909 ERIC JON NICHOLS 2.00 X 0 0 0 DONALD E SWIM 2.00 X 0 0 0 DIANNE K BURNS 40.00 X 29420 0 12300 DAVID AHMAD 2.00 X 0 0 0 CHRIS HYLAND 5.00 X 0 0 0 CHARLES RUSSELL 2.00 X 0 0 0 CARL DROST 5.00 X 0 0 0 BONNIE L JOHNSON 40.00 X 95832 0 26342 BERRY JOHNSON 2.00 X 0 0 0 ANN FIELDS 40.00 X X 131575 0 49798 1024129 280188 5 false true false DELONG CONSTRUCTION 1320 N 8TH AVE WASHINGTON IA 52353 CONSTRUCTION 104072 SODEXO SERVICES 4880 PAYSPHERE CIRCLE CHICAGO IL 60674 FOOD SERVICE 1021557 JENZABAR 4000 EXECUTIVE PARK DR CINNCINNATI OH 45241 SOFTWARE MAINTENANCE 266369 3 1056478 4388912 169444 5445390 STUDENT TUITION AND FEES 611310 22245910 22245910 ROOM 721310 856117 856117 OTHER PROGRAM INCOME 611710 298014 298014 BOOKS, COMPUTERS & OTHER 451211 1262243 1262243 BOARD 722210 1216834 1216834 25879118 183221 183221 0 0 0 0 0 0 0 0 31507729 22245910 3816429 0 10322063 10322063 0 0 833444 159586 507351 166507 0 8365202 7577754 620016 167432 270300 227360 33127 9813 1221759 1027669 149736 44354 674132 567039 82620 24473 0 40767 40767 77645 77645 0 0 0 557144 524508 32636 80281 9961 67436 2884 96408 77284 19124 0 0 989948 948709 29787 11452 446750 357985 63298 25467 0 0 2300937 2216017 63690 21230 0 1129570 1084387 33887 11296 314316 314316 RENTS 700752 698312 2440 OTHER EXPENSES 492189 430221 56202 5766 FOOD SERVICE CONTRACT 935992 935992 COST OF TEXTBOOKS SOLD 1017911 1017911 CONTRACT SERVICES 806908 161295 645613 941694 513630 401582 26482 32616112 29094715 2952481 568916 230712 659973 0 148555 396574 640810 762563 0 0 1940969 2109990 7763 6868 859331 1385766 55967300 18260037 37431294 37707263 3251782 3627061 0 0 0 9110435 11970161 53621651 58626219 3696572 4136421 260333 274496 10947091 33692186 14537740 1609037 8328400 3524200 1499811 1446585 39269947 44682925 X 2641933 1476158 4841595 5479995 6868176 6987141 14351704 13943294 53621651 58626219 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true 3907 false false false 3907 false false 1500 3043375 X X X false 5955823 90367 348976 84534 6310632 5399881 879060 -312448 10670 5955823 1.00000 false false false 3889900 529751 4419651 38985455 8288515 30696940 12562194 9971522 2590672 37707263 REMAINDER INTEREST TRUSTS 1246621 LIBRARY BOOKS 617502 CONSTRUCTION IN PROCESS 615653 COLLECTIIBLES 3043375 BENEFICIAL INTEREST IN PERPETUAL TR 3060164 11970161 US GOVERNMENT GRANTS REFUNDABLE 1446585 1446585 31507729 32616112 -1108383 699973 699973 -408410 21885639 699973 -10322063 -9622090 31507729 31507729 22294049 22294049 10322063 10322063 32616112 Part X Part X : FIN48 Footnote NONE Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S SCHOLARSHIPS AND GRANTS $10322063 PRIOR PERIOD ADJUSTMENT $0 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances CHANGE IN SPLIT INT AGREEMENTS $ -0 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. ENDOWMENT FUNDS CONSIST OF APPROXIAMTELY 108 INDIVIDUAL FUNDS ESTABLISHED FOR SCHOLARSHIPS, GRANTS AND UNRESTRICTED PURPOSES FOR THE UNIVERSITY. ONLY REVENUE EARNED BY THE PORTFOLIO OF INVESTMENTS CAN BE USED FOR THE INTENDED PURPOSE. Part III, Line 4 Part III, Line 4: Description of organization's collections and how it furthers its purpose. THE UNIVERSITY MAINTAINS A COLLECTION OF MIDDLE EAST ARTIFACTS AND A REPLICA OF THE JING YUNG BELL FOR PURPOSES OF PUBLIC EXHIBIT AND SCHOLARY RESEARCH true true true true true true true false false false false false false false false true false true true X 0 0 VOCATIONAL REHAB GRANTS FOR STATES 27 81820 CASH INSTITUTION SCHOLARSHIPS AND GRANTS 1197 9518005 CASH FEDERAL VETERANS REHABILITATION PROGRAM 3 4160 CASH FEDERAL SEOG 1000 477918 CASH ENGLISH LANGUAGE ACQUISITION 68 516995 CASH Grantmaker's Description of How Grants are Used THE UNIVERSITY HAS A FINANCIAL AID DEPARTMENT WHOSE STAFF IS TRAINED AND CONTINUOUSLY EDUCATED REGARDING FEDERAL FINANCIAL AID RULES AND REGULATIONS. THE STAFF OF THE UNIVERSITY DETERMINES THE FINANCIAL NEED OF THE STUDENT AND DETERMINES THE AMOUNT OF FINANCIAL ASSISTANCE THAT CAN BE AWARDED TO THE STUDENT BASED ON FEDERAL RULES AND REGULATIONS. THE FINANCIAL AID STAFF ALSO AWARDS GRANTS AND SCHOLARSHIPS BASED ON ENDOWED GIFTS THAT COMPLY WITH THE TERMS OF THE ENDOWED GIFTS. X X X X false false false false false false false false false false STEVEN C NOAH 128318 13252 24937 166507 JOHN EE OTTOSSON 130822 13264 17998 162084 ANN FIELDS 131575 33016 16782 181373 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. IOWA HIGHER EDUCATION LOAN AUTHORITY 421235696 462460G59 2009-11-17 11559225 CONSTRUCTION OF FACILTIES false false IOWA HIGHER EDUCATION LOAN AUTHORITY 421235696 2009-10-02 1150000 CONSTRUCTION OF FACILITIES false false IOWA HIGHER EDUCATION LOAN AUTHORITY 421235696 462460TX4 2005-05-19 6715000 SEE SCHEDULE O false false 11559255 86280 113871 11359104 2009 false false false true 1153555 85992 5076 20773 1041714 2009 false false false true 1051910 533110 130391 388409 2006 true false true true false false false false false true false false false false false true false false false false false true false false false false false true false true false false false true false false false false false true MAHASKA COMMUNICATION GROUP ENTITY OWNED BY TRUSTEE 266369 CABLE TV AND INTERNET false X 1 1500 APPRAISAL X 1 169444 ACTUAL COST false true false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Articles of incorporation and by-lAws are available upon request to the business office of the organization Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The organization used comparable data to determine the amount of executive compensation for the President. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process COPY OF FORM 990 WAS REVIEWED BY A MEMBER OF THE FINANCE COMMITTEE. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et 2 CURRENT TRUSTEES ARE EMPLOYED BY THE SAME COMPANY. Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: COST OF SALES, SUPPORT AND MAINTENANCE OF CAMPUS BOOKSTORE FOR 1,694 STUDENTS, FACULTY AND STAFF OTHER PROGRAM SERVICES 5: SCHOLARSHIP PROGRAMS FOR SCHOLARSHIPS AND GRANTS TO 1,694 STUDENTS OTHER PROGRAM SERVICES 6: STUDENTS SERVICES, INCLUDING STUDENT DEVELOPMENT, ACADEMIC AND CAREER COUNCELING, INTERCOLLEGIATE ATHLETICS, FINANCIAL ASSISTANCE AND OTHER SERVICES, WAS PROVIDED TO 1,694 FULL AND PART TIME STUDENTS