United Way of Wyoming Valley

Nonprofit profile at a glance

EIN
240831490
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Wilkesbarre, PA, USA
Phone
5708296711
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$12,609,886
Expenses
$10,976,755
Assets
$33,987,494
Liabilities
$3,396,345

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

Leadership & pay

35 people listed

Executive titles in this filing

  • SARA PEPERNO (CEO)
  • WILLIAM M JONES (FORMER CEO)

Highest reported compensation

  • WILLIAM M JONES (FORMER CEO): $216,749 total reported compensation
  • FRANCIS COLLINI (CFO): $106,887 total reported compensation
  • SARA PEPERNO (CEO): $41,055 total reported compensation

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

Overview

Mission

To impact lives - today, tomorrow, and forever

What it reported doing in 2024

Pa department of health HIV contract - state and federal funds are allocated to united way of Wyoming valley for a variety of HIV/AIDS services in the six county region of northeastern pa. These services include providing housing assistance and subcontracting with several agencies to provide HIV prevention services as well as HIV case management services. Through medical case management clients may also receive a variety of patient services including; medical care, dental care, housing assistance, transportation assistance, emergency financial assistance, and several additional supportive services. Approximately 360 individuals receive HIV care and prevention services through the assistance provided with these funds.

Operating model

Revenue model
Grant-funded. 70% of the money available for current operations came from government grants.
Distribution model
Grant intermediary. The nonprofit sent 72% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and most voting board members are independent. The filing does not identify recipients for some grant dollars and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 62
  • Accountability: 100
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85%; rating input score 85
  • Program expense ratio: 87.1%; rating input score 87
  • Fundraising efficiency: $14.51 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 23.1%; rating input score 23; 9th 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; 66th percentile among comparable filings
  • Governance controls: 9 of 9 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: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 13%; rating input score 73; 73rd percentile among comparable filings
  • Total-asset coverage ratio: 3.1; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: 9.2% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 5.8% per year; rating input score 100; 50th percentile among comparable filings
  • Asset growth: 8.2% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 85% of revenue deployed · 87.1% of spending went to programs
  • Governance: 32 of 32 board members independent · 9 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $9.6M in reported program spending
  • Leadership: top reported pay $217K · 35 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 44 filed money-flow records
  • Related organizations: 41 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 23/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.