Business Administration

The Business Office is responsible for the overall fiscal management of the District, including budget preparation, payroll processing and reporting, accounts payable/receivable, investment of funds, purchasing of goods and services, fixed asset accounting, and real estate tax collection. The Business Administrator also oversees the Food Service, Facilities, and Transportation departments.

The Business Office will continually strive to improve our practices through evaluations and available resources. We will practice transparency, good communication and teamwork while also providing employees with a challenging and fulfilling work environment.

The Business Office will be committed to the overall success of the district and its strategic plan while being committed to continuous improvement of its processes and services.



Tax Information

Payments can be mailed to:

HAB-MISC
PO Box 25144
Lehigh Valley, PA 18002

 

Pay in person at the following offices:

Exton
140 S Village Ave, Floor 2, Suite #230
Exton, PA 19341
Office Hours: Monday, Tuesday, Thursday 9 AM – 4 PM

Bridgeport
Bridgeport Borough Hall, 63 West 4th St
Bridgeport, PA 19405
Office Hours: Monday, Wednesday, Friday 9 AM – 12:30 PM & 1:30 PM – 4 PM

 

Local Tax Collectors

Aldan
Jerry Barber
484-469-4645
jbarber2424@comcast.net

Colwyn
Lisa Mujahid
484-431-9905

Darby
Donald Deigh
610-586-1290
darbyborotc@gmail.com

East Lansdowne
Vacant

Lansdowne
William T. Smith
610-955-9754
taxcollector19050@gmail.com

Yeadon
Yolanda Hughes
610-622-6379
yhughes@yeadonborough.com

 



Homestead/Farmstead Exclusion Program

What is the Homestead Exclusion Program?
On April 13, 2009, the Governor implemented the Homestead and Farmstead Exclusions (Act 1), which allows school districts the ability to reduce their taxes based on revenue received from the state.

For more information on program, click below.

Purchasing

All services and supplies provided to the District must be ordered with an approved purchase order. The District will undertake no liability for fulfillment of a request for services or supplies without an approved purchase order. The District considers such orders are personal orders and should be charged to the individual who made the order.

Standard terms for payment: Invoices must be received within 30 days of service. All services provided at a variable rate must be confirmed with a sign-in sheet at the location. Failure to invoice within 30 days of date of service can result in non-payment. Payment shall be made within 30 days of receipt of an invoice.

Budgets and Audits

William Penn School District’s annual budgets for the past four years.

 

William Penn School District’s audits for the past three years.

Frequently Asked Questions
Why did we switch to Berkheimer for collections instead of a Lockbox?

A cost analysis showed that Berkheimer provided better service at a cheaper cost than using a lockbox service. We experienced significant flaws over the last three years with two different lockbox companies. Ultimately, the overall service provided to the taxpayers will be enhanced at a comparable price.

What were the significant flaws experienced with the lockbox?

Many taxpayers have had the unfortunate incident of their payments being mishandled by the lockbox without resolution for months. Depending on the timing, some properties even had liens placed against their homes as a result. Additionally, the lockbox refused to process the mortgage payments that had over 99 parcels in one payment, causing more work for the Business Office and months of delays for payments to be posted.

Why do we need to mail our payments to Bangor, PA?

Payments are being mailed to  Bangor because it is the closest P.O. Box to Berkheimer’s Office. For the last two years, the P.O. Box we used was in Philadelphia, and then payments were driven to New Jersey for processing. Not only was this process inefficient, we had around 300 payments that went “missing” in the post office for months.

Why has the District chosen to hire and pay a “for profit “outside agency?

We were paying comparable fees to the lockbox companies (banks) for processing so there hasn’t been a material change to our costs since our transition to lockbox over ten years ago.

Why make a check out to a company rather than William Penn School District?

Berkheimer has an audit specific to their internal controls for processing payments for other entities. As a part of the procedures listed in their audit, it is required that they deposit money into a bank account in their control so that they can reconcile the payments and properly report them to the taxing district prior to transferring payment.

Can we have a breakdown of the fees that may be passed on to the taxpayer?

ACH Payments: Request your payment to be debited from your checking or savings account – $1.00 fee per transaction

Credit/Debit Card: For credit/debit card payments there is a 2.5% processing fee charged by ACI Payments, Inc for each transaction

Why are there only two School Districts listed on the payment page but not William Penn School District?

Lancaster and West Chester ASD have separate agreements with ACI Inc. In all other areas, Berkheimer collects RE taxes use for the main link.

Why doesn’t Berkhimer provide a return envelope when sending out the tax bill?

We failed to include this in our implementation in error. It will be rectified next year.

How can taxpayers receive a receipt for payments mailed in?

Taxpayers can download a receipt online here or request a receipt by calling 610-599-3143.

How can taxpayers receive a copy of their tax bill?

The tax bills should be received in the mail within three weeks of the mailing date (bills were mailed on 7/17/24). If you have not received a bill and it has been more than three weeks, you can contact Berkheimer here or by calling 610-599-3143 for another copy to be sent. Alternatively, you can use the online “Check My Balance” feature here and download the bill.

Meet the Business Administration Staff

Robert Kaufmann
Business Administrator/Board Secretary
Business Department
Kyairra Mathies
Confidential Office Manager/Assistant Board Secretary
Business Department
Shawn Ryan
Assistant Business Administrator/Treasurer
Business Department
Joanna Sumner
Purchasing and Accounts Receivable Manager
Business Department
Sequoya Watts
Accounts Payable Manager
Business Department
Denise Cancellarich
Payroll Supervisor
Business Department
Sonji Morrison
Payroll & Attendance Assistant
Business Department