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Nonprofiteer
← UNITED WAY OF WYOMING VALLEY

Form 990 for tax year 2023

Filed by UNITED WAY OF WYOMING VALLEY.

Totals

Total revenue
$10,458,932
Total expenses
$9,648,059
Contributions and grants received
$9,871,257
Grants paid
$5,811,095
Program service revenue
$0
Investment income
$561,454
Other revenue
$26,221
Total assets, end of year
$31,442,606
Total liabilities, end of year
$3,456,273
Net assets or fund balances, end of year
$27,986,333
Program services expenses (Part IX)
$8,409,157
Management and general expenses
$604,684
Fundraising expenses
$634,218
Program service expenses (Part III)
$8,409,157

Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $6,908,430

  • 1f · All other contributions, gifts and grants

    $2,962,827

  • 3 · Investment income

    total $674,905 · excluded $674,905

  • 7a · Gross sales of assets other than inventory

    securities $3,550,723

  • 7b · Less cost or other basis and sales expenses

    securities $3,664,174

  • 7c · Gain or loss

    securities -$113,451

  • 7d · Net gain or loss

    total -$113,451 · related or exempt -$113,451

  • 11a · Other revenue: SERVICE FEE INCOME

    total $26,221 · unrelated business $26,221

  • 11e · Other revenue, total

    $26,221

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,811,095 · program services $5,811,095

  • 5 · Compensation of officers, directors and key employees

    total $327,106 · program services $71,964 · management and general $215,890 · fundraising $39,252

  • 7 · Other salaries and wages

    total $1,064,261 · program services $631,159 · management and general $149,403 · fundraising $283,699

  • 9 · Other employee benefits

    total $194,760 · program services $101,497 · management and general $30,160 · fundraising $63,103

  • 10 · Payroll taxes

    total $102,223 · program services $53,257 · management and general $25,084 · fundraising $23,882

  • 11a · Fees: management

    total $69,602 · program services $19,335 · management and general $41,881 · fundraising $8,386

  • 11g · Fees: other

    total $128,792 · program services $128,792

  • 16 · Occupancy

    total $125,263 · program services $41,675 · management and general $47,161 · fundraising $36,427

  • 17 · Travel

    total $16,361 · program services $9,186 · management and general $5,275 · fundraising $1,900

  • 19 · Conferences, conventions and meetings

    total $23,374 · program services $18,631 · management and general $3,942 · fundraising $801

  • 21 · Payments to affiliates

    total $36,635 · program services $8,426 · management and general $23,446 · fundraising $4,763

  • 22 · Depreciation, depletion and amortization

    total $4,406 · program services $1,013 · management and general $2,820 · fundraising $573

  • 24a · Other expenses: DIRECT ASSISTANCE

    total $1,046,778 · program services $1,046,778

  • 24b · Other expenses: COMMUNITY PROGRAMS

    total $401,226 · program services $401,226

  • 24c · Other expenses: SPECIAL EVENTS

    total $126,995 · program services $6,040 · management and general $9,388 · fundraising $111,567

  • 24d · Other expenses: COMMUNICATION AND MARKE

    total $75,553 · program services $22,994 · management and general $4,835 · fundraising $47,724

  • 24e · All other expenses

    total $93,629 · program services $36,089 · management and general $45,399 · fundraising $12,141

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,656,759 · end of year $2,801,017

  • 3 · Pledges and grants receivable

    beginning of year $1,555,094 · end of year $2,333,672

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,019 · end of year $11,706

  • 10a · Land, buildings and equipment: cost or other basis

    $197,741

  • 10b · Land, buildings and equipment: accumulated depreciation

    $182,141

  • 10c · Land, buildings and equipment, net

    beginning of year $20,006 · end of year $15,600

  • 12 · Investments: other securities

    beginning of year $23,363,718 · end of year $25,577,019

  • 15 · Other assets

    beginning of year $765,824 · end of year $703,592

  • 17 · Accounts payable and accrued expenses

    beginning of year $671,984 · end of year $1,214,327

  • 19 · Deferred revenue

    beginning of year $122,907 · end of year $30,000

  • 25 · Other liabilities

    beginning of year $2,162,942 · end of year $2,211,946

  • 27 · Net assets without donor restrictions

    beginning of year $10,932,638 · end of year $12,815,293

  • 28 · Net assets with donor restrictions

    beginning of year $14,478,949 · end of year $15,171,040

Mission and programs · 2023

Mission

TO IMPACT LIVES - TODAY, TOMORROW, AND FOREVER

Activities or mission (Part I)

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.

  • THROUGH THE UNITED WAY OF WYOMING VALLEY'S POVERTY TO POSSIBILITY INITIATIVE AND OTHER INITIATIVES IN SUSQUEHANNA COUNTY AND BERWICK, THE ORGANIZATION INVESTS IN PROGRAMS AND SERVICES TO HELP AT-RISK CHILDREN ENTER KINDERGARTEN READY TO LEARN AND MOVE THROUGH SCHOOL AND BEYOND GRADUATION WITH CONFIDENCE; TO HELP AT-RISK INDIVIDUALS AND FAMILIES ACHIEVE GREATER FINANCIAL STABILITY; AND TO HELP AT-RISK CHILDREN AND FAMILIES ACHIEVE GOOD HEALTH AND AVOID RISKY BEHAVIORS. THE ORGANIZATION ALSO WORKS TO PROVIDE ACCESS TO FOOD, SHELTER AND OTHER ESSENTIAL SERVICES FOR INDIVIDUALS, FAMILIES AND YOUTH WHO FACE THREATS TO THEIR IMMEDIATE WELL BEING.

    Expenses $1,793,758

  • 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.

    Expenses $5,589,897 · Grants $5,811,095

  • TAX CREDIT PROGRAMS - UNITED WAY OF WYOMING VALLEY IS AN APPROVED RECIPIENT BY PENNSYLVANIA DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT TO RECEIVE THE FOLLOWING FOUR TYPES OF EITC TAX CREDITS: PRE-KINDERGARTEN, K-12 SCHOLARSHIP (SO), OPPORTUNITY SCHOLARSHIP (OSTC) EDUCATIONAL IMPROVEMENT (EIO). BY DONATING TO UNITED WAY OF WYOMING VALLEY THROUGH ONE OF THESE PROGRAMS, A COMPANY MAY BE ELIGIBLE TO RECEIVE A TAX CREDIT FOR THEIR DONATION. SOME PRE-K AND EIO SCHOLARSHIPS ARE INCLUDED IN THE GRANTS AMOUNT DESCRIBED IN 4A. THE OPPORTUNITY SCHOLARSHIP AND THE K-12 SCHOLARSHIP PROGRAMS PROVIDE SCHOLARSHIPS TO STUDENTS FROM LIMITED INCOME FAMILIES TO ASSIST WITH THE COST OF A PRIVATE OR RELIGIOUS EDUCATION.

  • DONOR DESIGNATED GIFTS - CONTRIBUTIONS TO UNITED WAY THAT DONORS DIRECT TO SPECIFIC 501C3 AGENCIES

  • COMMUNITY IMPACT AND OTHER PROGRAM SERVICES

    Expenses $1,025,502

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gino Bartoli

    FINANCE/AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Sarah Block

    HIV/CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Carmen Kahiu

    PERSONNEL & ETHICS CHAIR/STEERIN

    Total calculated
    $0
    Hours/week
    0.5
  • Bill Sordoni

    EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Danielle Hawley

    2ND VICE CHAIR, TREASURER

    Total calculated
    $0
    Hours/week
    2
  • John McCarthy

    FINANCE & AUDIT/YOUNG PROF

    Total calculated
    $0
    Hours/week
    1
  • Troy Standish

    SECRETARY, EXECUTIVE/GOVERNANCE

    Total calculated
    $0
    Hours/week
    2
  • Susanne Mullin

    FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Pat Endler

    CIC/STEERING COMMITTEE

    Total calculated
    $0
    Hours/week
    2
  • Don Brominski

    EXECUTIVE/GOVERNANCE CHAIR/STEERING

    Total calculated
    $0
    Hours/week
    2
  • Atty Paul Rushton

    1ST VICE CHAIR, EXECUTIVE/GOVERNANCE

    Total calculated
    $0
    Hours/week
    2
  • Robert Graham III

    FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Carl Witkowski

    STEERING CHAIR/CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Rev Michael Brewster

    CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Tara Mugford Wilson

    CHAIR, EXECUTIVE COMMITTEE

    Total calculated
    $0
    Hours/week
    2
  • Zubeen Saeed

    STEERING/GOVERNANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Beth Hastie

    CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Gert McGowan

    CIC COMMITTEE, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Megan Kennedy

    CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Christine Jensen

    CIC - CHAIR/EXECUTIVE

    Total calculated
    $0
    Hours/week
    2
  • Dan Kimbrough

    STEERING/CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Lindsay Griffin-Boylan

    GOVERNANACE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • James Foreman

    PERSONNEL & ETHICS/HIV

    Total calculated
    $0
    Hours/week
    0.5
  • Tina Dowd

    STEERING/FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Carmen Magistro

    FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Amy Vieney

    PERSONNEL & ETHICS/CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Greg Cant

    FINANCE & AUDIT/GOVERNANCE COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • Kerri McKeown

    CIC/PERSONNEL & ETHICS COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Josh Katyl

    GOVERNANACE /PERSONNEL & ETHICS COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Ed Casulli

    FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Dr Dan Myers

    FINANCE & AUDIT COMMITTEE

    Total calculated
    $0
    Hours/week
    0.5
  • Dani Mooney

    CIC COMMITTEE

    Total calculated
    $0
    Hours/week
    1
  • William M Jones

    PRESIDENT/CEO

    Total calculated
    $223,344
    From this org
    $180,901
    From related orgs
    $0
    Other
    $42,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,687
    Bonus
    $29,214
    Other
    $0
    Deferred
    $16,281
    Nontaxable benefits
    $26,162
    Filer's total
    $223,344
  • Francis Collini

    CFO

    Total calculated
    $103,763
    From this org
    $89,989
    From related orgs
    $0
    Other
    $13,774
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
4 February 2025
IRS schema version
2023v6.0
Source object
202521359349313347

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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