Totals
- Total revenue
- $5,687,919
- Total expenses
- $5,704,559
- Contributions and grants received
- $5,375,896
- Grants paid
- $2,601,164
- Program service revenue
- $5,801
- Investment income
- $89,702
- Other revenue
- $216,520
- Total assets, end of year
- $10,733,215
- Total liabilities, end of year
- $3,197,386
- Net assets or fund balances, end of year
- $7,535,829
- Program services expenses (Part IX)
- $4,523,149
- Management and general expenses
- $627,299
- Fundraising expenses
- $554,111
- Program service expenses (Part III)
- $4,514,044
Program services were 79.3% 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.
-
1c · Fundraising events
$14,230
-
1e · Government grants (contributions)
$3,362,331
-
1f · All other contributions, gifts and grants
$1,999,335
-
1g · Noncash contributions included above
$4,770
-
2a · Program service revenue: ADMINISTRATIVE INCOME
total $5,801 · related or exempt $5,801
-
3 · Investment income
total $89,702 · excluded $89,702
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $569,571
-
6b · Less rental expenses
real property $365,177
-
6c · Rental income or loss
real property $204,394
-
6d · Net rental income or loss
total $204,394 · unrelated business $204,394
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$10,305
-
8a · Fundraising events: contributions included on line 1c
$14,230
-
8b · Fundraising events: direct expenses
$8,740
-
8c · Net income from fundraising events
total $1,565
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $10,561 · related or exempt $4,973 · excluded $5,588
-
11e · Other revenue, total
$10,561
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,601,164 · program services $2,601,164
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $255,366 · program services $65,765 · management and general $179,415 · fundraising $10,186
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,474,172 · program services $908,311 · management and general $189,322 · fundraising $376,539
-
8 · Pension plan contributions
total $76,768 · program services $43,236 · management and general $16,366 · fundraising $17,166
-
9 · Other employee benefits
total $189,061 · program services $106,479 · management and general $40,308 · fundraising $42,274
-
10 · Payroll taxes
total $131,593 · program services $74,113 · management and general $28,056 · fundraising $29,424
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,620 · management and general $2,620
-
11c · Fees: accounting
total $108,227 · program services $31,342 · management and general $70,937 · fundraising $5,948
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $14,561 · management and general $14,561
-
11g · Fees: other
total $487,454 · program services $448,965 · management and general $15,565 · fundraising $22,924
-
12 · Advertising and promotion
total $16,362 · program services $4,191 · management and general $171 · fundraising $12,000
-
13 · Office expenses
total $95,091 · program services $61,546 · management and general $20,483 · fundraising $13,062
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $12,471 · program services $6,495 · management and general $4,057 · fundraising $1,919
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $43,972 · program services $31,210 · management and general $8,490 · fundraising $4,272
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $36,089 · program services $20,325 · management and general $7,694 · fundraising $8,070
-
22 · Depreciation, depletion and amortization
total $21,334 · program services $12,015 · management and general $4,549 · fundraising $4,770
-
23 · Insurance
total $12,310 · program services $8,395 · management and general $1,911 · fundraising $2,004
-
24a · Other expenses: PROGRAM AND CAMPAIGN MATERIALS
total $87,063 · program services $80,645 · management and general $5,833 · fundraising $585
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $11,278 · program services $9,081 · management and general $1,292 · fundraising $905
-
24c · Other expenses: Printing and Publications
total $7,972 · program services $4,152 · management and general $3,188 · fundraising $632
-
24d · Other expenses: MISCELLANEOUS
total $6,536 · program services $2,500 · management and general $4,036
-
24e · All other expenses
total $13,095 · program services $3,219 · management and general $8,445 · fundraising $1,431
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $997,058 · end of year $662,759
-
2 · Savings and temporary cash investments
beginning of year $2,035,955 · end of year $2,218,721
-
3 · Pledges and grants receivable
beginning of year $1,788,984 · end of year $536,056
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $37,195 · end of year $22,161
-
10a · Land, buildings and equipment: cost or other basis
$6,483,447
-
10b · Land, buildings and equipment: accumulated depreciation
$352,254
-
10c · Land, buildings and equipment, net
beginning of year $6,187,483 · end of year $6,131,193
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,052,484 · end of year $1,162,325
-
17 · Accounts payable and accrued expenses
beginning of year $198,139 · end of year $200,484
-
18 · Grants payable
beginning of year $1,137,191 · end of year $200,000
-
19 · Deferred revenue
beginning of year $52,345 · end of year $125,667
-
23 · Secured mortgages and notes payable
beginning of year $2,422,507 · end of year $2,354,355
-
24 · Unsecured notes and loans payable
beginning of year $500,000 · end of year $289,903
-
25 · Other liabilities
beginning of year $331,199 · end of year $26,977
-
27 · Net assets without donor restrictions
beginning of year $6,869,103 · end of year $6,890,676
-
28 · Net assets with donor restrictions
beginning of year $588,675 · end of year $645,153
Mission and programs · 2023
Mission
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.
-
HOUSING STABILIZATION: UWMC PROVIDES SOCIAL SERVICES IN THE COMMUNITY AS A LEAD PARTNER TO DISTRIBUTE GOVERNMENT FUNDING, DEVELOPING AND COORDINATING COUNTYWIDE PROGRAMS TO SUPPORT HOUSING STABLITY. UWMC PARTNERED WITH 7 AGENCIES TO DISTRIBUTE $189,731 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION, CLOSED LOOP REFERRALS, AND CASE MANAGEMENT SUPPORT FOR 1,352 HOUSEHOLDS.
Expenses $2,460,182 · Grants $2,342,181
-
EARLY CARE AND EDUCATION: UWMC SUPPORTS A 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 119 FFNS THROUGH 143 PLAYGROUPS, TRAININGS, WORKSHOPS, AND HOME VISITS. 11 PRESCHOOL SERVICE CORPS AMERICORPS MEMBERS PROVIDED LANGUAGE AND LITERACY TUTORING TO 104 CHILDREN AT 9 SITES THROUGHOUT MONTEREY COUNTY. STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 4,892 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS.
Expenses $755,594 · Grants $100,000
-
211 MONTEREY COUNTY: UWMC CONNECTS PEOPLE TO SERVICES BY PROVIDING REFERRALS TO HEALTH AND HUMAN SERVICES VIA PHONE, INTERNET, AND TEXT. SERVICES PROVIDED BY BILINGUAL CALL SPECIALISTS WITH INTERPRETATION AVAILABLE IN OVER 300 LANGUAGES 24 HOURS A DAY, SEVEN DAYS A WEEK. WE MADE 18,349 REFERRALS TO 13,040 CALLERS AND HAD 53,594 WEBSITE SEARCHES. IN ADDITION, 1,469 BI-DIRECTIONAL REFERRALS WERE MADE THROUGH UWMCS SMART REFERRAL NETWORK (SRN). IT ALLOWS CASE MANAGERS, OTHER FRONT-LINE WORKERS, AND RESIDENTS TO MAKE CLOSED LOOP REFERRALS TO ENROLL IN NEEDED SERVICES WITH A NETWORK FO 83 AGENCIES.
Expenses $636,339
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Katy CastagnaKATY CASTAGNA
President & CEO
- Total calculated
- $199,338
- From this org
- $183,355
- From related orgs
- $0
- Other
- $15,983
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,355
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $15,983
- Filer's total
- $199,338
-
Joshua MadfisJOSHUA MADFIS
VP COMM INVESTMENT
- Total calculated
- $126,466
- From this org
- $113,850
- From related orgs
- $0
- Other
- $12,616
- Hours/week
- 40
-
Lynda PatrickLYNDA PATRICK
VP RESOURCE DEVELP
- Total calculated
- $117,066
- From this org
- $114,816
- From related orgs
- $0
- Other
- $2,250
- Hours/week
- 40
-
Danae ThomasDANAE THOMAS
VP FINANCE
- Total calculated
- $56,028
- From this org
- $53,092
- From related orgs
- $0
- Other
- $2,936
- Hours/week
- 40
-
Monica TovarMONICA TOVAR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Deacon Warren HoyDEACON WARREN HOY
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Fana OldfieldFANA OLDFIELD
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Ann KernANN KERN
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Daniel ChibayaDANIEL CHIBAYA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Glenna DattaGLENNA DATTA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steve EmersonSTEVE EMERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Anker FanoeANKER FANOE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Carmen GilCARMEN GIL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Brayton JohnsonBRAYTON JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shyam KamathSHYAM KAMATH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Steve LorchSTEVE LORCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Jordan Pratt-ThatcherJORDAN PRATT-THATCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Juan P RodriguezJUAN P RODRIGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Yvonne ThomasYVONNE THOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Shannan WatkinsSHANNAN WATKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
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 · Form 990 of other organizations
- 3 · Compensation survey or study
- 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
-
DETAILED SCHEDULE ATTACHED
$2,537,259
SEE ATTACHED
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
232 MONTEREY ST LLC
HOLD REAL ESTATE · CA · assets $6,025,497
Directly controlled by UNITED WAY OF MONTEREY COUNTY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349304114
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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