Civic Intelligence

United Way of Wyoming Valley Also D/B/A United Way of Susquehanna Cty

EIN 24-0831490 • 501(c)3 • Wilkesbarre, PA

View Organization Page

Profile

To impact lives - today, tomorrow, and forever

100 N Pennsylvania Ave 2nd FloorWilkesbarre, PA 18701

www.unitedwaywb.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

36th percentile

0.10x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.27x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$216,749

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$33,987,494

Up $2,544,888 (+8.1%) from 2024

Liabilities

Down

$3,396,345

Down $59,928 (-1.7%) from 2024

Net Assets

Up

$30,591,149

Up $2,604,816 (+9.3%) from 2024

Operations
Liabilities / Revenue49th percentileNet Margin67th percentile

Revenue

Up

$12,609,886

Up $2,150,954 (+21%) from 2024

Expenses

Up

$10,976,755

Up $1,328,696 (+14%) from 2024

Net Income

Up

$1,633,131

Up $822,258 (+101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $9,815,596Liabilities 2010: $3,057,881Net Assets 2010: $6,757,7152010Assets 2011: $11,183,319Liabilities 2011: $3,180,340Net Assets 2011: $8,002,9792011Assets 2012: $11,209,383Liabilities 2012: $3,080,743Net Assets 2012: $8,128,6402012Assets 2013: $12,484,338Liabilities 2013: $2,958,442Net Assets 2013: $9,525,8962013Assets 2014: $13,647,747Liabilities 2014: $2,540,909Net Assets 2014: $11,106,8382014Assets 2015: $14,261,270Liabilities 2015: $2,764,379Net Assets 2015: $11,496,8912015Assets 2016: $14,799,356Liabilities 2016: $2,624,237Net Assets 2016: $12,175,1192016Assets 2017: $15,900,974Liabilities 2017: $2,158,058Net Assets 2017: $13,742,9162017Assets 2018: $18,399,827Liabilities 2018: $2,175,523Net Assets 2018: $16,224,3042018Assets 2019: $19,803,775Liabilities 2019: $2,089,580Net Assets 2019: $17,714,1952019Assets 2020: $19,996,367Liabilities 2020: $2,525,184Net Assets 2020: $17,471,1832020Assets 2021: $26,122,959Liabilities 2021: $2,262,338Net Assets 2021: $23,860,6212021Assets 2022: $25,303,702Liabilities 2022: $2,258,138Net Assets 2022: $23,045,5642022Assets 2023: $28,369,420Liabilities 2023: $2,957,833Net Assets 2023: $25,411,5872023Assets 2024: $31,442,606Liabilities 2024: $3,456,273Net Assets 2024: $27,986,3332024Assets 2025: $33,987,494Liabilities 2025: $3,396,345Net Assets 2025: $30,591,1492025

Highlighted filing

2025

Assets$33,987,494
Liabilities$3,396,345
Net Assets$30,591,149
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2010: $5,283,5662010Expenses 2011: $5,296,8632011Expenses 2012: $5,384,2692012Expenses 2013: $4,969,8312013Revenue 2014: $5,298,260Expenses 2014: $4,427,173Net Income 2014: $871,0872014Revenue 2015: $6,246,846Expenses 2015: $4,678,715Net Income 2015: $1,568,1312015Revenue 2016: $5,210,121Expenses 2016: $4,675,274Net Income 2016: $534,8472016Revenue 2017: $5,037,772Expenses 2017: $4,427,142Net Income 2017: $610,6302017Revenue 2018: $6,803,456Expenses 2018: $5,196,637Net Income 2018: $1,606,8192018Revenue 2019: $6,403,149Expenses 2019: $5,764,371Net Income 2019: $638,7782019Revenue 2020: $8,168,860Expenses 2020: $7,815,607Net Income 2020: $353,2532020Revenue 2021: $8,409,309Expenses 2021: $6,492,584Net Income 2021: $1,916,7252021Revenue 2022: $9,071,760Expenses 2022: $7,991,324Net Income 2022: $1,080,4362022Revenue 2023: $9,285,511Expenses 2023: $8,151,970Net Income 2023: $1,133,5412023Revenue 2024: $10,458,932Expenses 2024: $9,648,059Net Income 2024: $810,8732024Revenue 2025: $12,609,886Expenses 2025: $10,976,755Net Income 2025: $1,633,1312025

Highlighted filing

2025

Revenue$12,609,886
Expenses$10,976,755
Net Income$1,633,131
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,987,494
Liabilities
$3,396,345
Net assets
$30,591,149
Revenue
$12,609,886
Expenses
$10,976,755
Net income
$1,633,131
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.0$3.40$30.6$12.6$11.0$1.63
2024Detailed filing. Detailed filing data is available for this year.$31.4$3.46$28.0$10.5$9.65$0.81
2023Detailed filing. Detailed filing data is available for this year.$28.4$2.96$25.4$9.29$8.15$1.13
2022Detailed filing. Detailed filing data is available for this year.$25.3$2.26$23.0$9.07$7.99$1.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$2.26$23.9$8.41$6.49$1.92
2020Detailed filing. Detailed filing data is available for this year.$20.0$2.53$17.5$8.17$7.82$0.35
2019Detailed filing. Detailed filing data is available for this year.$19.8$2.09$17.7$6.40$5.76$0.64
2018Detailed filing. Detailed filing data is available for this year.$18.4$2.18$16.2$6.80$5.20$1.61
2017Detailed filing. Detailed filing data is available for this year.$15.9$2.16$13.7$5.04$4.43$0.61
2016Detailed filing. Detailed filing data is available for this year.$14.8$2.62$12.2$5.21$4.68$0.53
2015Detailed filing. Detailed filing data is available for this year.$14.3$2.76$11.5$6.25$4.68$1.57
2014Detailed filing. Detailed filing data is available for this year.$13.6$2.54$11.1$5.30$4.43$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$2.96$9.53$4.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$3.08$8.13$5.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$3.18$8.00$5.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$3.06$6.76$5.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$16,940,461
Mission and Program Overview

Mission

To impact lives - today, tomorrow, and forever

See schedule o for complete descriptionthrough strategic investments in education, income, health and safety net priorities, the united way of wyoming valley provides leadership that improves community conditions and advances the common good for all. The organization is specifically focused on the growing issues of childhood poverty and has created the poverty to possibility initiative to improve the odds for children and families in the wyoming valley to be successful. The organization accomplishes its goals through community engagement, resource development and investment, advocacy and volunteerism.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$25,577,019$28,439,959▲ $2,862,940
Cash and Non-Interest-Bearing Accounts$2,801,017$3,186,637▲ $385,620
Pledges and Grants Receivable$2,333,672$1,594,708▼ $738,964
Land, Buildings, and Equipment, Net$15,600$73,916▲ $58,316
Prepaid Expenses and Deferred Charges$11,706$13,841▲ $2,135
Total Assets$31,442,606$33,987,494▲ $2,544,888
Other Assets Total$703,592$678,433▼ $25,159
Liabilities
Other Liabilities$2,211,946$2,352,002▲ $140,056
Accounts Payable and Accrued Expenses$1,214,327$929,961▼ $284,366
Deferred Revenue$30,000$114,382▲ $84,382
Total Liabilities$3,456,273$3,396,345▼ $59,928
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,171,040$16,486,286▲ $1,315,246
Net Assets Without Donor Restrictions$12,815,293$14,104,863▲ $1,289,570
Total Net Assets Fund Balance$27,986,333$30,591,149▲ $2,604,816
Total Liabilities and Net Assets / Fund Balance$31,442,606$33,987,494▲ $2,544,888

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$73,916$66,205$140,121
Other Securities$5,402,063--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$14,338,785-▲ $1,691,860$282,829$15,725,112
2023$13,293,100-▲ $1,352,059$285,609$14,338,785
2022$12,394,356-▲ $1,176,669$258,973$13,293,100
2021$13,428,907-▼ $774,184$239,696$12,394,356
2020$10,295,378-▲ $3,359,721$208,795$13,428,907
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William M JonesFormer CEO-$156,469$60,280$216,749
Francis ColliniCFOFT$92,962$13,925$106,887
Sara PepernoCEOFT$36,256$4,799$41,055

Board Members and Trustees

NameTitle
Tara Mugford WilsonChair, Executive Committee
Christine JensenCIC - Chair/executive
Don BrominskiExecutive/governance Chair
Carmen KahiuPersonnel & Ethics Chair/s
Carl WitkowskiSteering Chair/CIC Committ
Atty Paul Rushton1st Vice Chair, Executive/
Danielle Hawley2nd Vice Chair, Treasurer
Dani MooneyCIC Vice Chair/hiv
Beth HastieCIC Committee
Megan KennedyCIC Committee
Rebecca ThalenfeldCIC Committee
Rev Michael BrewsterCIC Committee
Kerri MckeownCIC/personnel & Ethics COM
Pat EndlerCIC/steering Committee
Bill SordoniExecutive Committee
Carmen MagistroFinance & Audit Committee
Dr Dan MyersFinance & Audit Committee
Ed CasulliFinance & Audit Committee
Robert Graham IiiFinance & Audit Committee
Susanne MullinFinance & Audit Committee
Dr Greg CantFinance & Audit/governance
John MccarthyFinance & Audit/young Prof
Gino BartoliFinance/audit Committee
Josh KatylGovernanace /personnel & E
Lindsay Griffin-boylanGovernanace Committee
Sarah BlockHiv/CIC Committee
Amy VieneyPersonnel & Ethics/CIC COM
James ForsemanPersonnel & Ethics/hiv
Troy StandishSecretary, Executive/gover
Dan KimbroughSteering/CIC Committee
Tina DowdSteering/finance & Audit C
Zubeen SaeedSteering/governance Commit
Revenue and Support

Revenue Composition

Contributions and Grants
$10,570,124
Program Service Revenue
$0
Investment Income
$2,011,324
Other Revenue
$28,438
All Other Contributions
$2,602,904
Change in Net Assets
$1,633,131

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$26,444Fair Market Value (FMV)
Other Non Cash Contri Table1$8,067Fair Market Value (FMV)
Clothing and Household Goods-$400Fair Market Value (FMV)
Total Noncash Contributions2$34,911-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,258,187
Revenue Not Reported on Financial Statements
$351,699
Revenue Not Reported on Form 990
$1,006,076
Other Revenue Adjustments
$351,699
Total Revenue per Audited Statements
$13,264,263
Total Revenue per Form 990
$12,609,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,888,443
Other Expenses$2,374,258
Salaries, Compensation, and Employee Benefits$1,714,054
Total Fundraising Expense$728,458
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,888,443--$6,888,443
Other Salaries and Wages$680,835$276,369$323,041$1,280,245
Fees for Services Management$51,602$121,206$30,026$202,834
Other Employee Benefits$101,407$18,165$60,053$179,625
Current Officers, Directors, Trustees, and Key Employees$32,547$97,642$17,753$147,942
Occupancy$44,956$46,026$40,423$131,405
Payroll Taxes$52,827$24,645$28,770$106,242
All Other Expenses$36,005$44,969$16,720$97,694
Other Expenses$32,979$1,383$58,535$92,897
Payments to Affiliates$11,779$31,752$7,682$51,213
Conferences and Meetings$6,299$9,498$8,008$23,805
Travel$13,404$7,287$3,069$23,760
Depreciation Depletion$3,444$9,283$2,246$14,973
Total Functional Expenses$9,560,072$688,225$728,458$10,976,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,976,755
Total Expenses per Audited Statements$10,659,447
Expenses per Audited Statements$10,624,536
Expenses Not Reported on Financial Statements$352,219
Other Expense Adjustments$352,219
Expenses Not Reported on Form 990$34,911
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Service AssociationWilkes Barre, PA3Program Operating Costs$127,250
Greater Wyoming Valley Area YmcaWilkes Barre, PA3Program Operating Costs$120,000
Commission on Economic OpportunityWilkes Barre, PA3Program Operating Costs$101,127
Dollywood FoundationPigeon Forge, TN3Program Operating Costs$92,214
WYOMING VALLEY CHILDREN'S ASSOCIATIONForty Fort, PA3Program Operating Costs$90,475
Luzerne County Head Start IncWilkes Barre, PA3Program Operating Costs$78,000
Catholic Youth CenterWilkes Barre, PA3Program Operating Costs$77,837
Roman Catholic Diocese of ScrantonScranton, PA3Program Operating Costs$71,135
Domestic Violence Service CenterWilkes Barre, PA3Program Operating Costs$69,081
Catholic Social ServicesWilkes Barre, PA3Program Operating Costs$66,941
Mcglynn Learning CenterWilkes Barre, PA3Program Operating Costs$65,000
LUZERNE INTERMEDIATE UNIT #18Kingston, PA3Program Operating Costs$64,592
Wilkes University - ShineWilkes Barre, PA3Program Operating Costs$56,000
Volunteers of AmericaWilkes Barre, PA3Program Operating Costs$49,597
Volunteers in MedicineWilkes Barre, PA3Program Operating Costs$45,300
Victims Resource CenterWilkes Barre, PA3Program Operating Costs$44,575
Child Development Council of NepaWilkes Barre, PA3Program Operating Costs$32,000
CHILDREN'S SERVICE CENTERWilkes Barre, PA3Program Operating Costs$30,000
Valley Youth House Committee IncBethlehem, PA3Program Operating Costs$27,500
Casa of Wyoming CountyPlains, PA3Program Operating Costs$26,302
Kings CollegeWilkes Barre, PA3Program Operating Costs$23,750
Columbia County Family ServicesBloomsburg, PA3Program Operating Costs$22,572
AgapeBloomsburg, PA3Program Operating Costs$18,864
Beyond ViolenceBerwick, PA3Program Operating Costs$18,336
For the Cause Teen CenterBerwick, PA3Program Operating Costs$16,500
Susquehanna County InterfaithMontrose, PA3Program Operating Costs$15,075
Big Brothers Big Sisters of NepaForty Fort, PA3Program Operating Costs$15,000
WOMEN'S RESOURCE CENTERMontrose, PA3Program Operating Costs$14,250
Salvation ArmyWilkes Barre, PA3Program Operating Costs$14,099
Wilkes Barre AcademyWilkes Barre, PA3Program Operating Costs$13,500
Berwick Area YmcaBerwick, PA3Program Operating Costs$13,461
Montessori School of Wyoming ValleyKingston, PA3Program Operating Costs$9,475
Area on AgingWilkes Barre, PA3Program Operating Costs$9,282
The Hope Center of NescopeckNescopeck, PA3Program Operating Costs$7,500
Susquehanna Co Library AssociationMontrose, PA3Program Operating Costs$7,000
Mmi Preparatory SchoolFreeland, PA3Program Operating Costs$6,750
Wyoming SeminaryKingston, PA3Program Operating Costs$6,750
Northern Tier Industry Education Consortium IncTunkhannock, PA3Program Operating Costs$6,375
United Way of Wyoming CountyTunkhannock, PA3Program Operating Costs$6,178
Mcgowan Center for Healty LivingWilkes Barre, PA3Program Operating Costs$6,146
United Way of Columbia & Mountour CityBloomsburg, PA3Program Operating Costs$6,071
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allocations Payable$1,733,076
Operating Lease Liability$350,654
Designations Payable$131,019
Accrued Payroll$110,165
Accrued Miscellaenous$25,508
Reserve for Special Functions$1,580
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“The organization issues a questionnaire annually to each of its board members to determine if there are family or business relationships existing that may require disclosure or present a conflict of interest.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to all board members by email. It is presented, in detail, at a meeting of the finance and administration committee for acceptance and approval. It is then presented at a full meeting of the board of directors for review and discussion.”

Form 990, Part VI, Section B, Line 12C

“Each year, a questionnaire is mailed to all board members asking them to disclose any potential conflicts of interest”

Form 990, Part VI, Section B, Line 15

“Organization's president/ceo's compensation is reviewed annually by the executive committee members. Any increases or one time adjustments will be made, only upon written recommendation of this committee and through approval of the organization's annual operating budget by the full board of directors.”

Form 990, Part VI, Section C, Line 19

“All documents made available to the public upon request. Organization's form 990 has always been made available to the public through guidestar's website. United way's form 990 and annual audit report are now made available through its own website.”

Form 990, Page 7, Part VII, Line 1A

“The organization has not changed its' oversight processes or selection processes in regards to the committee that assumes responsibility for oversight of the audit, review, or compilation of its financials statements and selection of an independent accountant.”

Filing and Contact Details

Filer

Filer Name
United Way of Wyoming Valley
EIN
24-0831490
Phone
5708296711
Address
100 N PENNSYLVANIA AVE 2ND FLOOR, WILKESBARRE, PA 18701

Signing Officer

Name
Sara Peperno
Title
CEO
Phone
5708296711
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Peperno
Formed
1956
Legal Domicile
Pa
Voting Board Members
32
Independent Board Members
32
Employees
22
Volunteers
1,265

Preparer

Firm
Kronick Kalada Berdy & Co Pc
Address
190 LATHROP ST, KINGSTON, PA 18704
Preparer
Sharon Kelley CPA
Phone
5702832727
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net assets acquired over liabilities assumed of berwick united way 21,406. Donor designation change 520.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest 21,406.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Donor designations 351,699.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Donor designations 352,219.”

Raw XML AppendixShowing 400 of 1,170 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0SEE SCHEDULE O FOR COMPLETE DESCRIPTIONTHROUGH STRATEGIC INVESTMENTS IN EDUCATION, INCOME, HEALTH AND SAFETY NET PRIORITIES, THE UNITED WAY OF WYOMING VALLEY PROVIDES LEADERSHIP THAT IMPROVES COMMUNITY CONDITIONS AND ADVANCES THE COMMON GOOD FOR ALL. THE ORGANIZATION IS SPECIFICALLY FOCUSED ON THE GROWING ISSUES OF CHILDHOOD POVERTY AND HAS CREATED THE POVERTY TO POSSIBILITY INITIATIVE TO IMPROVE THE ODDS FOR CHILDREN AND FAMILIES IN THE WYOMING VALLEY TO BE SUCCESSFUL. THE ORGANIZATION ACCOMPLISHES ITS GOALS THROUGH COMMUNITY ENGAGEMENT, RESOURCE DEVELOPMENT AND INVESTMENT, ADVOCACY AND VOLUNTEERISM.
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