United Way Of Monterey County
- Assets
- $16.5m
- Revenue
- $44.1m
- Investments
- $0.0
- Employees
- 50
- Location
- Salinas, CA
- Founding
- 11/1953
- Data as of
- 06/2022
- EIN
- 94-1322169
Organization Overview
United Way Of Monterey County is located in Salinas, CA. The organization was established in 1953. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2023, United Way Of Monterey County employed 50 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Monterey County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, United Way Of Monterey County generated $44.1m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 54.3% each year . All expenses for the organization totaled $42.5m during the year ending 06/2022. While expenses have increased by 59.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Monterey County has awarded 62 individual grants totaling $2,013,967. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO ENGAGE THE COMMUNITY AND FOCUS RESOURCES TO IMPROVE LIVES IN MONTEREY COUNTY. IN AN EFFORT TO HELP PEOPLE BECOME FINANCIALLY STABLE, WE ARE INCREASING ACCESS TO QUALITY AFFORDABLE HOUSING AND CHILD CARE AND HELPING PEOPLE MANAGE THEIR MONEY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RENT AND UTILITY ASSISTANCE: UWMC PROVIDES SOCIAL SERVICES IN THE COMMUNITY AS A LEAD PARTNER TO DISTRIBUTE GOVERNMENT FUNDING, DEVELOPING AND COORDINATING COUNTYWIDE PROGRAMS TO DISTRIBUTE RENT AND UTILITY ASSISTANCE FOR LOW INCOME TENANTS AFFECTED BY COVID-19. SUPPORTED 920 HOUSEHOLDS WITH OVER $6.5 MILLION IN DIRECT PAYMENTS ADMINISTERED THROUGH 7 PARTNER ORGANIZATIONS (KING CITY, GREENFIELD, HARTNELL COLLEGE FOUNDATION, CITY OF SALINAS, CITY OF SEASIDE, HOUSING RESOURCE CENTER, CITY OF SOLEDAD). UWMC SUPPORTED HOUSING STABLITY OF 164 HOUSEHOLDS BY PARTNERING WITH 5 AGENCIES TO DISTRIBUTE $24,640 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION AND CASE MANAGEMENT SUPPORT.
OTHER: CONDUCTING AND SHARING COMMUNITY ASSESSMENTS SUCH AS THE COMMUNTIY HEALTH NEEDS ASSESSMENT AND IMPACT MONTEREY COUNTY, UWMC CONVENES, SHARES DATA, AND INSPIRES ACTION FOR COMMUNTIY WELL BEING. TO ENHANCE CONNECTIONS TO SERVICES, BI-DIRECTIONAL REFERRALS WERE MADE THROUGH UWMCS SMART REFERRAL NETWORK (SRN). IT ALLOWS USERS TO MAKE CLOSED LOOP REFERRALS. CASE MANAGERS, OTHER FRONT-LINE WORKERS, AND RESIDENTS IN NEED OF SERVICES USE THE PROGRAM TO IDENTIFY NEEDED SERVICES IN THE COUNTY 211 HEALTH AND HUMAN SERVICE DATABASE AND MORE EFFECTIVELY ENROLL IN THEM. 72 AGENCIES ARE PARTICIPATING IN THE SRN WHO REFER CLIENTS TO EACH OTHERS SERVICES. 139 SRN PROGRAMS WERE MADE AVAILABLE. 1,694 OUTGOING REFERRALS WERE MADE. 271 REFERRALS WERE ACCEPTED OR ENROLLED. 155 PARTICIPANTS ATTENDED NETWORK MEETINGS.
EARLY CARE AND EDUCATION: UWMC CONTINUED COLLABORATING WITH COMMUNITY STAKEHOLDERS TO IMPROVE ACCESS TO QUALITY CHILD CARE. UWMC SUPPORTED FAMILY, FRIENDS, AND NEIGHBORS (FFN) PROGRAM IN PROVIDING HOME-BASED, LOW-COST, HIGH-QUALITY EARLY CHILDHOOD EDUCATION TO HELP ENSURE CHILDREN ARE ACADEMICALLY, SOCIALLY, AND EMOTIONALLY PREPARED TO ENTER KINDERGARTEN. PROGRAM GRANTS SUPPORTED 72 FFNS THROUGH 118 PLAYGROUPS, TRAININGS, WORKSHOPS, AND REFLECTIVE GROUPS. 15 PRESCHOOL SERVICE CORPS AMERICORPS MEMBERS PROVIDED LANGUAGE AND LITERACY TUTORING TO 104 CHILDREN AT 11 SITES THROUGHOUT MONTEREY COUNTY. STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 4,500 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Katy Castagna President & CEO | Officer | 40 | $172,500 |
Joshua Madfis VP Comm Investment | 40 | $111,102 | |
Lynda Patrick VP Resource Develp | 40 | $111,102 | |
Amy Stoker VP Finance | Officer | 40 | $60,921 |
Sandi Eason Chair | OfficerTrustee | 2 | $0 |
Steve Emerson Treasurer | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $40,579,452 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,414,216 |
| Noncash contributions included in lines 1a–1f | $94,209 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $43,993,668 |
| Total Program Service Revenue | $6,101 |
| Investment income | $43,768 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $915 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $44,052,409 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $38,426,814 |
| Grants and other assistance to domestic individuals. | $1,077,135 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $281,179 |
| Compensation of current officers, directors, key employees. | $191,586 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,107,284 |
| Pension plan accruals and contributions | $60,058 |
| Other employee benefits | $162,924 |
| Payroll taxes | $109,908 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $37,600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $24,831 |
| Fees for services: Other | $743,604 |
| Advertising and promotion | $24,863 |
| Office expenses | $81,033 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $109,511 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $66,125 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $13,556 |
| Insurance | $9,354 |
| All other expenses | $0 |
| Total functional expenses | $42,496,215 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,404,260 |
| Savings and temporary cash investments | $781,516 |
| Pledges and grants receivable | $3,966,864 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $32,738 |
| Net Land, buildings, and equipment | $6,304,522 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $985,655 |
| Total assets | $16,475,555 |
| Accounts payable and accrued expenses | $339,000 |
| Grants payable | $3,928,489 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,491,328 |
| Unsecured mortgages and notes payable | $1,000,000 |
| Other liabilities | $1,602,617 |
| Total liabilities | $9,361,434 |
| Net assets without donor restrictions | $6,257,209 |
| Net assets with donor restrictions | $856,912 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $16,475,555 |
Grants Awarded
Over the last fiscal year, United Way Of Monterey County has awarded $232,476 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CALIFORNIA AMERICAN WATER PURPOSE: SEE ATTACHED SUPPLEMENTAL | $30,671 |
CASA OF MONTEREY COUNTY PURPOSE: SEE ATTACHED SUPPLEMENTAL | $10,000 |
COMMUNITY ACTION PARTNERSHIP PURPOSE: SEE ATTACHED SUPPLEMENTAL | $95,715 |
GOODWILL CENTRAL COAST PURPOSE: SEE ATTACHED SUPPLEMENTAL | $50,000 |
KINSHIP CENTER PURPOSE: SEE ATTACHED SUPPLEMENTAL | $15,000 |
COMMUNITY FOUNDATION MONTEREY PURPOSE: SEE ATTACHED SUPPLEMENTAL | $10,000 |