2026-02-17T10:32:18-06:00 2025-06-30 232667890 KRONICK KALADA BERDY & CO PC 190 LATHROP ST KINGSTON PA 18704 990 2024-07-01 240831490 UNITED WAY OF WYOMING VALLEY UNIT 5708296711 100 N PENNSYLVANIA AVE 2ND FLOOR WILKESBARRE PA 18701 SARA PEPERNO CEO 5708296711 2026-02-12 1 1 SHARON KELLEY CPA P01084424 5702832727 2026-02-12 2024 2025-03-06 01:10:19Z SARA PEPERNO 100 N PENNSYLVANIA AVE 2ND FLOOR WILKESBARRE PA 18701 16940461 0 X WWW.UNITEDWAYWB.ORG X 1956 PA 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. 32 32 22 1265 28438 0 9871257 10570124 0 0 561454 2011324 26221 28438 10458932 12609886 5811095 6888443 0 0 1688350 1714054 0 0 728458 2148614 2374258 9648059 10976755 810873 1633131 31442606 33987494 3456273 3396345 27986333 30591149 X TO IMPACT LIVES - TODAY, TOMORROW, AND FOREVER 0 0 1838939 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. 6157727 6888443 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. 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 1563406 COMMUNITY IMPACT AND OTHER PROGRAM SERVICES 1563406 9560072 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 168 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X FRANCIS J COLLINI CO UNITED WAY 5708296711 100 NORTH PENNSYLVANIA AVENUE 2ND WILKES BARRE PA 18701 GINO BARTOLI FINANCE/AUDIT COMMITTEE 1.00 X 0 0 0 SARAH BLOCK HIV/CIC COMMITTEE 0.50 X 0 0 0 CARMEN KAHIU PERSONNEL & ETHICS CHAIR/S 0.50 X 0 0 0 BILL SORDONI EXECUTIVE COMMITTEE 1.00 X 0 0 0 DANIELLE HAWLEY 2ND VICE CHAIR, TREASURER 2.00 X X 0 0 0 JOHN MCCARTHY FINANCE & AUDIT/YOUNG PROF 1.00 X 0 0 0 TROY STANDISH SECRETARY, EXECUTIVE/GOVER 2.00 X X 0 0 0 SUSANNE MULLIN FINANCE & AUDIT COMMITTEE 1.00 X 0 0 0 PAT ENDLER CIC/STEERING COMMITTEE 2.00 X 0 0 0 DON BROMINSKI EXECUTIVE/GOVERNANCE CHAIR 2.00 X X 0 0 0 ATTY PAUL RUSHTON 1ST VICE CHAIR, EXECUTIVE/ 2.00 X X 0 0 0 ROBERT GRAHAM III FINANCE & AUDIT COMMITTEE 1.00 X 0 0 0 CARL WITKOWSKI STEERING CHAIR/CIC COMMITT 1.00 X 0 0 0 REV MICHAEL BREWSTER CIC COMMITTEE 0.50 X 0 0 0 TARA MUGFORD WILSON CHAIR, EXECUTIVE COMMITTEE 2.00 X X 0 0 0 ZUBEEN SAEED STEERING/GOVERNANCE COMMIT 1.00 X 0 0 0 BETH HASTIE CIC COMMITTEE 1.00 X 0 0 0 REBECCA THALENFELD CIC COMMITTEE 1.00 X 0 0 0 MEGAN KENNEDY CIC COMMITTEE 1.00 X 0 0 0 CHRISTINE JENSEN CIC - CHAIR/EXECUTIVE 2.00 X X 0 0 0 DAN KIMBROUGH STEERING/CIC COMMITTEE 0.50 X 0 0 0 LINDSAY GRIFFIN-BOYLAN GOVERNANACE COMMITTEE 1.00 X 0 0 0 JAMES FORSEMAN PERSONNEL & ETHICS/HIV 0.50 X 0 0 0 TINA DOWD STEERING/FINANCE & AUDIT C 0.50 X 0 0 0 CARMEN MAGISTRO FINANCE & AUDIT COMMITTEE 1.00 X 0 0 0 AMY VIENEY PERSONNEL & ETHICS/CIC COM 0.50 X 0 0 0 DR GREG CANT FINANCE & AUDIT/GOVERNANCE 1.00 X 0 0 0 KERRI MCKEOWN CIC/PERSONNEL & ETHICS COM 0.50 X 0 0 0 JOSH KATYL GOVERNANACE /PERSONNEL & E 0.50 X 0 0 0 ED CASULLI FINANCE & AUDIT COMMITTEE 0.50 X 0 0 0 DR DAN MYERS FINANCE & AUDIT COMMITTEE 0.50 X 0 0 0 DANI MOONEY CIC VICE CHAIR/HIV 1.00 X 0 0 0 SARA PEPERNO CEO 40.00 X 36256 0 4799 FRANCIS COLLINI CFO 40.00 X 92962 0 13925 WILLIAM M JONES FORMER CEO 0.00 X 186851 0 29898 316069 0 48622 1 1 1 0 0 7967220 2602904 10570124 805493 805493 5536406 4330575 1205831 1205831 1205831 SERVICE FEE INCOME 900099 28438 28438 28438 12609886 1205831 28438 805493 6888443 6888443 147942 32547 97642 17753 1280245 680835 276369 323041 179625 101407 18165 60053 106242 52827 24645 28770 202834 51602 121206 30026 131405 44956 46026 40423 23760 13404 7287 3069 23805 6299 9498 8008 51213 11779 31752 7682 14973 3444 9283 2246 DIRECT ASSISTANCE 1103641 1103641 COMMUNITY PROGRAMS 499904 499904 DIRECT COST 132132 132132 COMMUNICATION AND MARKE 92897 32979 1383 58535 97694 36005 44969 16720 10976755 9560072 688225 728458 2801017 3186637 2333672 1594708 11706 13841 140121 66205 15600 73916 25577019 28439959 703592 678433 31442606 33987494 1214327 929961 30000 114382 2211946 2352002 3456273 3396345 X 12815293 14104863 15171040 16486286 27986333 30591149 31442606 33987494 X 1633131 949759 21926 X X 0 1 X 1 1 1 X 7263397 8366377 8533268 9871257 10570124 44604423 7263397 8366377 8533268 9871257 10570124 44604423 44604423 967495 532806 713663 561454 805493 3580911 70247 172584 38580 26221 28438 336070 48521404 0.91930 0.92540 X SCHEDULE A, PART 8 OTHER INCOME GAIN ON SALE OF SECURITIES $1,205,831 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14338785 1691860 282829 22704 15725112 13293100 1352059 285609 20765 14338785 12394356 1176669 258973 18952 13293100 13428907 -774184 239696 20671 12394356 10295378 3359721 208795 17397 13428907 1.00000 0 0 140121 66205 73916 73916 CORPORATE BONDS 575799 F EQUITY SECURITIES 22374848 F MONEY MARKET ACCOUNT 87249 F U.S. TREASURY NOTES 5402063 F 28439959 DESIGNATIONS PAYABLE 131019 ALLOCATIONS PAYABLE 1733076 ACCRUED PAYROLL 110165 RESERVE FOR SPECIAL FUNCTIONS 1580 ACCRUED MISCELLAENOUS 25508 OPERATING LEASE LIABILITY 350654 2352002 13264263 949759 34911 21406 1006076 12258187 351699 351699 12609886 10659447 34911 34911 10624536 352219 352219 10976755 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. 1 BEYOND VIOLENCE 1612 WALNUT ST BERWICK PA 18603 232899786 3 18336 0 PROGRAM OPERATING COSTS AGAPE 19 E 7TH STREET BLOOMSBURG PA 17815 611591692 3 18864 0 PROGRAM OPERATING COSTS COLUMBIA COUNTY FAMILY SERVICES PO BOX 380 BLOOMSBURG PA 17815 246000727 3 22572 0 PROGRAM OPERATING COSTS CATHOLIC SOCIAL SERVICES 33 E NORTHAMPTON ST WILKES BARRE PA 18701 240818341 3 66941 0 PROGRAM OPERATING COSTS CATHOLIC YOUTH CENTER 36 S WASHINGTON ST WILKES BARRE PA 18701 237227221 3 77837 0 PROGRAM OPERATING COSTS CHILD DEVELOPMENT COUNCIL OF NEPA 9 E MARKET ST SUITE B WILKES BARRE PA 18701 231875342 3 32000 0 PROGRAM OPERATING COSTS CHILDREN'S SERVICE CENTER 335 S FRANKLIN ST WILKES BARRE PA 18701 240795404 3 30000 0 PROGRAM OPERATING COSTS COMMISSION ON ECONOMIC OPPORTUNITY PO BOX 1127 165 AMBER LANE WILKES BARRE PA 18703 231653093 3 101127 0 PROGRAM OPERATING COSTS DOLLYWOOD FOUNDATION 2700 DOLLYWOOD PARKS BLVD PIGEON FORGE TN 37863 621348105 3 92214 0 PROGRAM OPERATING COSTS ROMAN CATHOLIC DIOCESE OF SCRANTON 300 WYOMING AVE SCRANTON PA 18503 240798640 3 71135 0 PROGRAM OPERATING COSTS DOMESTIC VIOLENCE SERVICE CENTER 13 E SOUTH STREET WILKES BARRE PA 18703 232070668 3 69081 0 PROGRAM OPERATING COSTS FAMILY SERVICE ASSOCIATION 31 WEST MARKET STREET WILKES BARRE PA 18701 240795415 3 127250 0 PROGRAM OPERATING COSTS MCGLYNN LEARNING CENTER PO BOX 842 72 MIDLAND CT WILKES BARRE PA 18702 463067291 3 65000 0 PROGRAM OPERATING COSTS LUZERNE COUNTY HEAD START INC 23 BEEKMAN ST PO BOX 540 WILKES BARRE PA 18703 232038753 3 78000 0 PROGRAM OPERATING COSTS MONTESSORI SCHOOL OF WYOMING VALLEY 851 W MARKET STREET KINGSTON PA 18704 231729715 3 9475 0 PROGRAM OPERATING COSTS SUSQUEHANNA COUNTY INTERFAITH 17 PUBLIC AVE MONTROSE PA 18801 233046246 3 15075 0 PROGRAM OPERATING COSTS VICTIMS RESOURCE CENTER 71 NORTH FRANKLIN STREET WILKES BARRE PA 18701 231973148 3 44575 0 PROGRAM OPERATING COSTS VOLUNTEERS OF AMERICA 25 N RIVER STREET WILKES BARRE PA 18702 522145785 3 49597 0 PROGRAM OPERATING COSTS WILKES BARRE ACADEMY 20 STEVENS ROAD WILKES BARRE PA 18702 232478225 3 13500 0 PROGRAM OPERATING COSTS WOMEN'S RESOURCE CENTER PO BOX 202 MONTROSE PA 18801 232003915 3 14250 0 PROGRAM OPERATING COSTS WYOMING SEMINARY 201 N SPRAGUE AVE KINGSTON PA 18704 240795509 3 6750 0 PROGRAM OPERATING COSTS WYOMING VALLEY CHILDREN'S ASSOCIATION 1133 WYOMING AVENUE FORTY FORT PA 18704 240795510 3 90475 0 PROGRAM OPERATING COSTS VOLUNTEERS IN MEDICINE 190 N PENNSYLVANIA AVENUE WILKES BARRE PA 18701 203531527 3 45300 0 PROGRAM OPERATING COSTS WILKES UNIVERSITY - SHINE 84 W SOUTH STREET WILKES BARRE PA 18766 240795506 3 56000 0 PROGRAM OPERATING COSTS BERWICK AREA YMCA 231 WEST THIRD STREET BERWICK PA 18603 240813665 3 13461 0 PROGRAM OPERATING COSTS MCGOWAN CENTER FOR HEALTY LIVING 165 AMBER LANE PO BOX 1127 WILKES BARRE PA 18702 231653093 3 6146 0 PROGRAM OPERATING COSTS SALVATION ARMY 17 S PENNSYLVANIA AVE WILKES BARRE PA 18701 135562351 3 14099 0 PROGRAM OPERATING COSTS GREATER WYOMING VALLEY AREA YMCA 40 WEST NORTHAMPTON STREET WILKES BARRE PA 18701 240795638 3 120000 0 PROGRAM OPERATING COSTS SUSQUEHANNA CO LIBRARY ASSOCIATION 458 HIGH SCHOOL ROAD MONTROSE PA 18801 240798835 3 7000 0 PROGRAM OPERATING COSTS MMI PREPARATORY SCHOOL 154 CENTRE STREET FREELAND PA 18224 240795967 3 6750 0 PROGRAM OPERATING COSTS UNITED WAY OF WYOMING COUNTY 119 WARREN STREET TUNKHANNOCK PA 18657 223309038 3 6178 0 PROGRAM OPERATING COSTS FOR THE CAUSE TEEN CENTER PO BOX 816 BERWICK PA 18603 455087276 3 16500 0 PROGRAM OPERATING COSTS AREA ON AGING 111 NORTH PENNSYLVANIA BLVD WILKES BARRE PA 18701 246000731 3 9282 0 PROGRAM OPERATING COSTS LUZERNE INTERMEDIATE UNIT #18 368 TIOGA AVENUE KINGSTON PA 18704 231741699 3 64592 0 PROGRAM OPERATING COSTS UNITED WAY OF COLUMBIA & MOUNTOUR CITY PO BOX 313 BLOOMSBURG PA 17815 240840626 3 6071 0 PROGRAM OPERATING COSTS VALLEY YOUTH HOUSE COMMITTEE INC 3400 HIGH POINT BLVD BETHLEHEM PA 18017 237178820 3 27500 0 PROGRAM OPERATING COSTS BIG BROTHERS BIG SISTERS OF NEPA 190 WELLS STREET SUITE 168-170 FORTY FORT PA 18704 844420458 3 15000 0 PROGRAM OPERATING COSTS CASA OF WYOMING COUNTY 667 NORTH RIVER STREET PLAINS PA 18705 462279058 3 26302 0 PROGRAM OPERATING COSTS KINGS COLLEGE 133 NORTH RIVER STREET WILKES BARRE PA 18711 240804602 3 23750 0 PROGRAM OPERATING COSTS THE HOPE CENTER OF NESCOPECK 650 HARTER AVE NESCOPECK PA 18635 455491183 3 7500 0 PROGRAM OPERATING COSTS NORTHERN TIER INDUSTRY EDUCATION CONSORTIUM INC PO BOX 505 TUNKHANNOCK PA 18657 232797676 3 6375 0 PROGRAM OPERATING COSTS PART I, LINE 2: ALL PROGRAMS THAT RECEIVE FUNDING FROM THE UNITED WAY'S ALLOCATION PROCESS MUST FOLLOW PROCEDURES TO DEMONSTRATE THEIR ACCOUNTABILITY. AGENCIES REPORT TO UNITED WAY ON A QUARTERLY BASIS, PROVIDING THE NUMBER OF SERVICES, ACTIVITIES, AND CLIENTS SERVED FOR THE MONTH. EACH YEAR, UNITED WAY VOLUNTEERS AND STAFF MEET WITH AGENCIES TO VERIFY THEIR USE OF UNITED WAY FUNDING BY REVIEWING SPECIFIC CLIENT INFORMATION, NUMBER OF SERVICES PROVIDED, AND EVIDENCE OF CLIENT NEED. VOLUNTEERS ALSO REVIEW THE PROGRAM'S YEAR END RESULTS TO ENSURE THAT PROGRAM OUTCOMES HAVE BEEN MET. X X 1 0 0 0 0 0 0 0 0 WILLIAM M JONES FORMER CEO 156469 0 30382 0 0 0 16817 0 13081 0 216749 0 0 0 X 400 FMV X LEGAL SERVICES 1 26444 FMV X MARKETING SERVICES 1 8067 FMV 0 1 0 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, PART XI, LINE 9: NET ASSETS ACQUIRED OVER LIABILITIES ASSUMED OF BERWICK UNITED WAY 21,406. DONOR DESIGNATION CHANGE 520. 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.