Susquehanna Valley United Way

Nonprofit profile at a glance

EIN
231697631
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Sunbury, PA, USA
Phone
5709880993
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$1,747,535
Expenses
$1,719,011
Assets
$1,812,613
Liabilities
$120,605

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • ADRIENNE MAEL (PRESIDENT (THROUGH MARCH))

Highest reported compensation

  • ADRIENNE MAEL (PRESIDENT (THROUGH MARCH)): $58,758 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The purpose of the organization is doing what matters for our community; to serve as a catalyst, leader and/or partner for community efforts to develop solutions, reduce need, and have a positive measurable impact on identified areas of concern; to improve the quality of life for residents of the community by provideing support for programs, projects, organizations and /or agencies that possitively impact health, welfare and character building needs. Susquehanna valley united way is a channel to funding and resources for programs serving residents of columbia, montour, northumberland, snyder and union counties that lead to measurable improvements in people's lives and community conditions. We united people and organizations, advocate for chganges needed to make our community a better place to live, and focus on resources with maximum impact stategies targeting six issues, known as our priorities for impact.

What it reported doing in 2024

Family services department: family servicesprovides evidence-based parenting education and family support programs designed to strengthen families and promote positive child development. Through initiatives such as parents as teachers, triple p, 24/7 dad, active parenting, and parenting inside out, the department equips caregivers with practical skills to improve parenting practices, enhance family relationships, and foster safe, stable, and nurturing home environments.united in recovery program: united in recoveryis a community centered initiative that connects individuals, families, and partners across a five-county region to evidence-based prevention, intervention, and recovery support services for substance use disorders. The program provides free naloxone distribution and training, referral and outreach services, peer support opportunities, and community engagement efforts to reduce harm, expand access to care, and foster resilient, stigma-free environments where recovery can thrive.alliance fund - resources dedicated to helping individuals and families with utility bills in the city of sunbury

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 48% for direct work, and 52% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 70
  • Accountability: 100
  • Sustainability: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.2%; rating input score 77
  • Program expense ratio: 77.9%; rating input score 78
  • Fundraising efficiency: $9.83 raised per $1 spent on fundraising; rating input score 37; 37th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 24th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 17.2%; rating input score 17; 26th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 1.6%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 1.05; rating input score 44; 44th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 3.4%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 9.5% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 61st percentile among comparable filings
  • Asset growth: 1.5% per year; rating input score 100; 23rd percentile among comparable filings

Details

  • Where the money goes: 77.2% of revenue deployed · 77.9% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.3M in reported program spending
  • Leadership: top reported pay $59K · 7 people listed
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 18 filed money-flow records
  • Related organizations: 17 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Grant itemization coverage scored 17/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 37/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.