UNITED WAY OF MONTEREY COUNTY

EIN: 941322169 501(c)(3) Philanthropy & Grantmaking

SALINAS, CA

Total Revenue
$4,136,682
Total Expenses
$4,011,881
Total Assets
$10,847,196
Net Assets
$7,753,686
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1953
Legal Domicile
CA
Principal Officer
KATY CASTAGNA
Phone
8313728026
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF MONTEREY COUNTY, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.1M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $4.0M left a modest 3% surplus.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $863,329

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...

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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.

Program 2
Expenses: $550,991

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...

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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.

Program 3
Expenses: $434,563 Revenue: $5,801

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,577,726
Program Service Revenue $383,634
Investment Income $195,361
Other Revenue $-20,039
TOTAL REVENUE $4,136,682

Expense Breakdown

Grants Paid $447,966
Salaries & Benefits $2,168,228
Fundraising Expenses $486,988
Program Expenses $2,862,315
Other Expenses $1,395,687
TOTAL EXPENSES $4,011,881

Year-over-Year Comparison

2024 2023 Change
Revenue $4,136,682 $5,687,919 -0.3%
Expenses $4,011,881 $5,704,559 -0.3%
Net Income $124,801 $-16,640 -8.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
53
Volunteers
816

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$342,113
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATY CASTAGNA President & CEO 40.00
Officer
$180,730 $28,876 $209,606
LYNDA PATRICK VP RESOURCE DEVELP 40.00
$120,581 $26,368 $146,949
JOSHUA MADFIS VP COMM INVESTMENT 40.00
$119,695 $21,134 $140,829
DANAE THOMAS VP FINANCE 40.00
Officer
$117,228 $15,279 $132,507
MONICA TOVAR BOARD MEMBER 2.00
Director
$0 $0 $0
DEACON WARREN HOY CHAIR 2.00
Officer Director
$0 $0 $0
FANA OLDFIELD Treasurer 2.00
Officer Director
$0 $0 $0
ANN KERN Secretary 2.00
Officer Director
$0 $0 $0
DANIEL CHIBAYA BOARD MEMBER 2.00
Director
$0 $0 $0
GLENNA DATTA BOARD MEMBER 2.00
Director
$0 $0 $0
ALEXIS GARCIA-ARRAZOLA BOARD MEMBER 2.00
Director
$0 $0 $0
CARMEN GIL BOARD MEMBER 2.00
Director
$0 $0 $0
JUANA GOMEZ BOARD MEMBER 2.00
Director
$0 $0 $0
BRAYTON JOHNSON BOARD MEMBER 2.00
Director
$0 $0 $0
SHYAM KAMATH BOARD MEMBER 2.00
Director
$0 $0 $0
STEVE LORCH BOARD MEMBER 2.00
Director
$0 $0 $0
JORDAN PRATT-THATCHER BOARD MEMBER 2.00
Director
$0 $0 $0
SHANNAN WATKINS BOARD MEMBER 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,136,682 $4,011,881 $10,847,196 $124,801
2024 No data No data No data No data
2023 $11,936,275 $11,656,141 $12,099,159 $280,134
2022 $44,052,409 $42,496,215 $16,475,555 $1,556,194
2021 $8,095,454 $7,802,442 $13,516,071 $293,012
2020 $3,708,533 $2,545,170 $6,230,965 $1,163,363
2019 $3,258,586 $2,614,651 $4,837,536 $643,935
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