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Nonprofiteer
← UNITED WAY OF MONTEREY COUNTY

Form 990 for tax year 2024

Filed by UNITED WAY OF MONTEREY COUNTY.

Totals

Total revenue
$4,136,682
Total expenses
$4,011,881
Contributions and grants received
$3,577,726
Grants paid
$447,966
Program service revenue
$383,634
Investment income
$195,361
Other revenue
-$20,039
Total assets, end of year
$10,847,196
Total liabilities, end of year
$3,093,510
Net assets or fund balances, end of year
$7,753,686
Program services expenses (Part IX)
$2,862,315
Management and general expenses
$662,578
Fundraising expenses
$486,988
Program service expenses (Part III)
$2,862,315

Program services were 71.3% 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

    $8,390

  • 1e · Government grants (contributions)

    $1,279,840

  • 1f · All other contributions, gifts and grants

    $2,289,496

  • 1g · Noncash contributions included above

    $5,181

  • 2a · Program service revenue: ADMINISTRATIVE INCOME

    total $5,801 · related or exempt $5,801

  • 2b · Program service revenue: COMMUNITY IMPACT CENTER

    total $377,833 · related or exempt $377,833

  • 3 · Investment income

    total $195,361 · excluded $195,361

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $10,305

  • 8a · Fundraising events: contributions included on line 1c

    $8,390

  • 8b · Fundraising events: direct expenses

    $30,494

  • 8c · Net income from fundraising events

    total -$20,189

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $150 · related or exempt $150

  • 11e · Other revenue, total

    $150

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $447,966 · program services $447,966

  • 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 $342,113 · program services $88,887 · management and general $239,161 · fundraising $14,065

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,419,843 · program services $927,825 · management and general $169,229 · fundraising $322,789

  • 8 · Pension plan contributions

    total $76,992 · program services $44,135 · management and general $18,234 · fundraising $14,623

  • 9 · Other employee benefits

    total $196,445 · program services $114,441 · management and general $44,088 · fundraising $37,916

  • 10 · Payroll taxes

    total $132,835 · program services $76,147 · management and general $31,459 · fundraising $25,229

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $717 · management and general $717

  • 11c · Fees: accounting

    total $56,957 · program services $32,650 · management and general $13,489 · fundraising $10,818

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $14,476 · management and general $14,476

  • 11g · Fees: other

    total $527,629 · program services $491,699 · management and general $24,850 · fundraising $11,080

  • 12 · Advertising and promotion

    total $7,389 · program services $2,706 · management and general $2,971 · fundraising $1,712

  • 13 · Office expenses

    total $124,840 · program services $88,405 · management and general $25,302 · fundraising $11,133

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $205,650 · program services $174,467 · management and general $27,186 · fundraising $3,997

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $86,148 · program services $59,614 · management and general $11,485 · fundraising $15,049

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $29,551 · program services $16,940 · management and general $6,999 · fundraising $5,612

  • 22 · Depreciation, depletion and amortization

    total $156,906 · program services $133,361 · management and general $18,732 · fundraising $4,813

  • 23 · Insurance

    total $25,245 · program services $17,141 · management and general $6,492 · fundraising $1,612

  • 24a · Other expenses: PROGRAM AND CAMPAIGN MATERIALS

    total $108,227 · program services $106,054 · management and general $24 · fundraising $2,149

  • 24b · Other expenses: TAXES

    total $19,639 · program services $17,739 · management and general $1,900

  • 24c · Other expenses: MISCELLANEOUS

    total $14,206 · program services $13,194 · management and general $1,012

  • 24d · Other expenses: Printing and Publications

    total $6,842 · program services $3,951 · management and general $672 · fundraising $2,219

  • 24e · All other expenses

    total $11,265 · program services $4,993 · management and general $4,100 · fundraising $2,172

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $662,759 · end of year $532,175

  • 2 · Savings and temporary cash investments

    beginning of year $2,218,721 · end of year $2,201,278

  • 3 · Pledges and grants receivable

    beginning of year $536,056 · end of year $652,849

  • 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 $22,161 · end of year $19,198

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

    $6,661,631

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

    $509,160

  • 10c · Land, buildings and equipment, net

    beginning of year $6,131,193 · end of year $6,152,471

  • 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 $1,162,325 · end of year $1,289,225

  • 17 · Accounts payable and accrued expenses

    beginning of year $200,484 · end of year $240,638

  • 18 · Grants payable

    beginning of year $200,000 · end of year $200,000

  • 19 · Deferred revenue

    beginning of year $125,667 · end of year $63,980

  • 23 · Secured mortgages and notes payable

    beginning of year $2,354,355 · end of year $2,282,875

  • 24 · Unsecured notes and loans payable

    beginning of year $289,903 · end of year $265,730

  • 25 · Other liabilities

    beginning of year $26,977 · end of year $40,287

  • 27 · Net assets without donor restrictions

    beginning of year $6,890,676 · end of year $7,192,744

  • 28 · Net assets with donor restrictions

    beginning of year $645,153 · end of year $560,942

Mission and programs · 2024

Mission

Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County.

  • 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 77 FFNS THROUGH 288 PLAYGROUPS, TRAININGS, WORKSHOPS, AND HOME VISITS. 10 PRESCHOOL SERVICE CORPS AMERICORPS MEMBERS PROVIDED LANGUAGE AND LITERACY TUTORING TO 109 CHILDREN AT 9 SITES THROUGHOUT MONTEREY COUNTY. STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 6,705 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS.

    Expenses $863,329 · Grants $259,827

  • 211 MONTEREY COUNTY: UWMC CONNECTS PEOPLE TO SERVICES BY PROVIDING REFERRALS TO HEALTH AND HUMAN SERVICES VIA PHONE, INTERNET, AND TEXT, WITH A LARGE INCREASE IN SERVICES IN RESPONSE TO COVID-19. SERVICES PROVIDED BY BILINGUAL CALL SPECIALISTS WITH INTERPRETATION AVAILABLE IN OVER 300 LANGUAGES 24 HOURS A DAY, SEVEN DAYS A WEEK. WE MADE 18,753 REFERRALS TO 12,308 CALLERS AND HAD 72,575 WEBSITE SEARCHES. TO ENHANCE CONNECTIONS TO SERVICES, 455 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.

    Expenses $550,991

  • OTHER: UWMC DEVELOPED THE HOPE AND HELP NETWORK TO BRING TOGETHER PROVIDERS OF MENTAL HEALTH AND SUBSTANCE USE DISORDERS TO INCREASE ACCESS AND COORDINATION FOR COMMUNITY MEMBERS. UWMC CONDUCTS THE ANNUAL COMMUNITY SERVICE AWARDS RECOGNIZING VOLUNTEERS, FACILITATES THE ALLOCATION OF SAFETY NET GRANTS FOR EMERGENCY FOOD AND SHELTER, AND CONTINUTES TO PROVIDE COMMUNITY ASSESSMENTS AND DATA FROM THE REAL COST MEASURE AND IMPACT MONTEREY COUNTY REPORTS.

    Expenses $434,563 · Grants $136,579 · Revenue $5,801

  • ASSET BUILDING: THE VOLUNTEER INCOME TAX ASSISTANCE SERVICE HELPED 1,305 HOUSEHOLDS FILE THEIR TAX RETURNS AND GENERATED $2,470,000 IN REFUNDS THROUGH 83 VOLUNTEERS AND EIGHT SITES THROUGHOUT THE COUNTY; PROVIDED JOB PLACEMENT AND CASE MANAGEMENT FOR 159 CALWORKS CUSTOMERS TO BUILD SKILLS AND CREATE A PATH TO EMPLOYMENT. 35 FINANCIAL LITERACY WORKSHOPS PRESENTED TO 642 RESIDENTS BELOW THE POVERTY LEVEL.

    Expenses $434,444 · Grants $43,000

  • COMMUNITY IMPACT CENTER THE UNITED WAY MONTEREY COUNTY COMMUNITY IMPACT CENTER IS LOCATED AT 232 MONTEREY STREET, IN THE HEART OF DOWNTOWN SALINAS. IT IS A HUB FOR COLLABORATION AND INNOVATION AMONGST COMMUNITY BASED ORGANIZATIONS. WE OFFER CONFERENCE ROOMS AND MEETING SPACES TO SUPPORT THE WORK OF LIKE-MINDED NONPROFIT ORGANIZATIONS, SCHOOLS, AND GOVERNMENT AGENCIES ACROSS MONTEREY COUNTY. AT 32,000 SQUARE FEET, IT CURRENTLY HOUSES OFFICES FOR FIVE SERVICE PROVIDERS AND OFFERS FIVE CONFERENCE ROOMS FOR COMMUNITY USE. LAST YEAR, 195 MEETINGS WERE HELD BY 34 DIFFERENT ORGANIZATIONS INVOLVING 3,996 ATTENDEES.

    Expenses $400,938 · Revenue $377,833

  • 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 5 AGENCIES TO DISTRIBUTE $ 709,566 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION, CLOSED LOOP REFERRALS, AND CASE MANAGEMENT SUPPORT FOR 1,214 HOUSEHOLDS.

    Expenses $178,050 · Grants $30,560

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Katy Castagna

    President & CEO

    Total calculated
    $209,606
    From this org
    $180,730
    From related orgs
    $0
    Other
    $28,876
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,730
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $28,876
    Filer's total
    $209,606

  • Lynda Patrick

    VP RESOURCE DEVELP

    Total calculated
    $146,949
    From this org
    $120,581
    From related orgs
    $0
    Other
    $26,368
    Hours/week
    40

  • Joshua Madfis

    VP COMM INVESTMENT

    Total calculated
    $140,829
    From this org
    $119,695
    From related orgs
    $0
    Other
    $21,134
    Hours/week
    40

  • Danae Thomas

    VP FINANCE

    Total calculated
    $132,507
    From this org
    $117,228
    From related orgs
    $0
    Other
    $15,279
    Hours/week
    40

  • Monica Tovar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Deacon Warren Hoy

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Fana Oldfield

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Ann Kern

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Daniel Chibaya

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Glenna Datta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Alexis Garcia-Arrazola

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carmen Gil

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Juana Gomez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Brayton Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Shyam Kamath

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Steve Lorch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jordan Pratt-Thatcher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Shannan 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

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 $6,067,542

    Directly controlled by UNITED WAY OF MONTEREY COUNTY

Provenance

Return type
form_990
Tax year
2024
Filed
6 February 2026
IRS schema version
2024v5.2
Source object
202630379349300848

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