Civic Intelligence

United Way of Monterey County

EIN 94-1322169 • 501(c)3 • Salinas, CA

Profile

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.

232 Monterey Street 200Salinas, CA 93901

www.unitedwaymcca.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.29x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

76th percentile

0.75x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$209,606

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$10,847,196

Up $113,981 (+1.1%) from 2024

Liabilities

Down

$3,093,510

Down $103,876 (-3.2%) from 2024

Net Assets

Up

$7,753,686

Up $217,857 (+2.9%) from 2024

Revenue

Down

$4,136,682

Down $1,551,237 (-27%) from 2024

Expenses

Down

$4,011,881

Down $1,692,678 (-30%) from 2024

Net Income

Up

$124,801

Up $141,441 (+850%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $3,003,409Liabilities 2011: $601,517Net Assets 2011: $2,401,8922011Assets 2012: $2,654,745Liabilities 2012: $630,913Net Assets 2012: $2,023,8322012Assets 2013: $2,612,549Liabilities 2013: $626,572Net Assets 2013: $1,985,9772013Assets 2014: $2,505,878Liabilities 2014: $465,738Net Assets 2014: $2,040,1402014Assets 2015: $2,626,278Liabilities 2015: $455,053Net Assets 2015: $2,171,2252015Assets 2016: $3,267,604Liabilities 2016: $322,546Net Assets 2016: $2,945,0582016Assets 2017: $3,904,395Liabilities 2017: $284,310Net Assets 2017: $3,620,0852017Assets 2018: $3,660,450Liabilities 2018: $243,292Net Assets 2018: $3,417,1582018Assets 2019: $4,837,536Liabilities 2019: $756,914Net Assets 2019: $4,080,6222019Assets 2020: $6,230,965Liabilities 2020: $985,783Net Assets 2020: $5,245,1822020Assets 2021: $13,516,071Liabilities 2021: $7,780,894Net Assets 2021: $5,735,1772021Assets 2022: $16,475,555Liabilities 2022: $9,361,434Net Assets 2022: $7,114,1212022Assets 2023: $12,099,159Liabilities 2023: $4,641,381Net Assets 2023: $7,457,7782023Assets 2024: $10,733,215Liabilities 2024: $3,197,386Net Assets 2024: $7,535,8292024Assets 2025: $10,847,196Liabilities 2025: $3,093,510Net Assets 2025: $7,753,6862025

Highlighted filing

2025

Assets$10,847,196
Liabilities$3,093,510
Net Assets$7,753,686

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $3,814,879Expenses 2011: $3,825,276Net Income 2011: -$10,3972011Revenue 2012: $3,242,188Expenses 2012: $3,614,206Net Income 2012: -$372,0182012Revenue 2013: $3,555,030Expenses 2013: $3,607,622Net Income 2013: -$52,5922013Revenue 2014: $3,299,245Expenses 2014: $3,277,481Net Income 2014: $21,7642014Revenue 2015: $3,073,121Expenses 2015: $2,934,893Net Income 2015: $138,2282015Revenue 2016: $3,298,888Expenses 2016: $2,515,056Net Income 2016: $783,8322016Revenue 2017: $3,264,406Expenses 2017: $2,614,404Net Income 2017: $650,0022017Revenue 2018: $2,185,000Expenses 2018: $2,404,011Net Income 2018: -$219,0112018Revenue 2019: $3,258,586Expenses 2019: $2,614,651Net Income 2019: $643,9352019Revenue 2020: $3,708,533Expenses 2020: $2,545,170Net Income 2020: $1,163,3632020Revenue 2021: $8,095,454Expenses 2021: $7,802,442Net Income 2021: $293,0122021Revenue 2022: $44,052,409Expenses 2022: $42,496,215Net Income 2022: $1,556,1942022Revenue 2023: $11,936,275Expenses 2023: $11,656,141Net Income 2023: $280,1342023Revenue 2024: $5,687,919Expenses 2024: $5,704,559Net Income 2024: -$16,6402024Revenue 2025: $4,136,682Expenses 2025: $4,011,881Net Income 2025: $124,8012025

Highlighted filing

2025

Revenue$4,136,682
Expenses$4,011,881
Net Income$124,801

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.8$3.09$7.75$4.14$4.01$0.12
2024Detailed filing. Detailed filing data is available for this year.$10.7$3.20$7.54$5.69$5.70$0.02
2023Detailed filing. Detailed filing data is available for this year.$12.1$4.64$7.46$11.9$11.7$0.28
2022Detailed filing. Detailed filing data is available for this year.$16.5$9.36$7.11$44.1$42.5$1.56
2021Detailed filing. Detailed filing data is available for this year.$13.5$7.78$5.74$8.10$7.80$0.29
2020Detailed filing. Detailed filing data is available for this year.$6.23$0.99$5.25$3.71$2.55$1.16
2019Detailed filing. Detailed filing data is available for this year.$4.84$0.76$4.08$3.26$2.61$0.64
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.24$3.42$2.19$2.40$0.22
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.28$3.62$3.26$2.61$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.32$2.95$3.30$2.52$0.78
2015Detailed filing. Detailed filing data is available for this year.$2.63$0.46$2.17$3.07$2.93$0.14
2014Summary only. Only limited summary data is available for this year.$2.51$0.47$2.04$3.30$3.28$0.02
2013Summary only. Only limited summary data is available for this year.$2.61$0.63$1.99$3.56$3.61$0.05
2012Summary only. Only limited summary data is available for this year.$2.65$0.63$2.02$3.24$3.61$0.37
2011Summary only. Only limited summary data is available for this year.$3.00$0.60$2.40$3.81$3.83$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 6, 2026
Return Version
2024v5.2
Gross Receipts
$4,167,176
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,131,193$6,152,471▲ $21,278
Savings and Temporary Cash Investments$2,218,721$2,201,278▼ $17,443
Pledges and Grants Receivable$536,056$652,849▲ $116,793
Cash and Non-Interest-Bearing Accounts$662,759$532,175▼ $130,584
Prepaid Expenses and Deferred Charges$22,161$19,198▼ $2,963
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$10,733,215$10,847,196▲ $113,981
Other Assets Total$1,162,325$1,289,225▲ $126,900
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,354,355$2,282,875▼ $71,480
Unsecured Notes Loans Payable$289,903$265,730▼ $24,173
Accounts Payable and Accrued Expenses$200,484$240,638▲ $40,154
Grants Payable$200,000$200,000→ $0
Deferred Revenue$125,667$63,980▼ $61,687
Other Liabilities$26,977$40,287▲ $13,310
Total Liabilities$3,197,386$3,093,510▼ $103,876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,890,676$7,192,744▲ $302,068
Net Assets With Donor Restrictions$645,153$560,942▼ $84,211
Total Net Assets Fund Balance$7,535,829$7,753,686▲ $217,857
Total Liabilities and Net Assets / Fund Balance$10,733,215$10,847,196▲ $113,981

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,299,480$357,476$4,656,956
Land$1,549,100-$1,549,100
Equipment$290,793$145,555$436,348
Leasehold Improvements$13,098$6,129$19,227
Other Assets Org$1,289,225--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$871,720$8,800▲ $105,283-$972,124
2023$781,046$20,000▲ $83,317-$871,720
2022$727,875-▲ $64,713-$781,046
2021$840,529$6,483▼ $106,360-$727,875
2020$665,950-▲ $186,190-$840,529
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katy CastagnaPresident & CEOFT$180,730$28,876$209,606
Lynda PatrickVP Resource DevelpFT$120,581$26,368$146,949
Joshua MadfisVP Comm InvestmentFT$119,695$21,134$140,829
Danae ThomasVP FinanceFT$117,228$15,279$132,507

Board Members and Trustees

NameTitle
Deacon Warren HoyChair
Alexis Garcia-arrazolaBoard Member
Brayton JohnsonBoard Member
Carmen GilBoard Member
Daniel ChibayaBoard Member
Glenna DattaBoard Member
Jordan Pratt-thatcherBoard Member
Juana GomezBoard Member
Monica TovarBoard Member
Shannan WatkinsBoard Member
Shyam KamathBoard Member
Steve LorchBoard Member
Ann KernSecretary
Fana OldfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,577,726
Program Service Revenue
$383,634
Investment Income
$195,361
Other Revenue
$-20,039
All Other Contributions
$2,289,496
Change in Net Assets
$124,801

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,092,597
Revenue Not Reported on Financial Statements
$44,085
Revenue Not Reported on Form 990
$138,017
Other Revenue Adjustments
$44,085
Total Revenue per Audited Statements
$4,230,614
Total Revenue per Form 990
$4,136,682
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,168,228
Other Expenses$1,395,687
Total Fundraising Expense$486,988
Grants and Similar Amounts Paid$447,966
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$927,825$169,229$322,789$1,419,843
Fees for Services Other$491,699$24,850$11,080$527,629
Grants to Domestic Orgs$447,966--$447,966
Current Officers, Directors, Trustees, and Key Employees$88,887$239,161$14,065$342,113
Occupancy$174,467$27,186$3,997$205,650
Other Employee Benefits$114,441$44,088$37,916$196,445
Depreciation Depletion$133,361$18,732$4,813$156,906
Payroll Taxes$76,147$31,459$25,229$132,835
Office Expenses$88,405$25,302$11,133$124,840
Conferences and Meetings$59,614$11,485$15,049$86,148
Pension Plan Contributions$44,135$18,234$14,623$76,992
Fees for Services Accounting$32,650$13,489$10,818$56,957
Payments to Affiliates$16,940$6,999$5,612$29,551
Insurance$17,141$6,492$1,612$25,245
Fees for Service Investment Mgmnt Fees-$14,476-$14,476
All Other Expenses$4,993$4,100$2,172$11,265
Advertising$2,706$2,971$1,712$7,389
Other Expenses$3,951$672$2,219$6,842
Fees for Services Legal-$717-$717
Total Functional Expenses$2,862,315$662,578$486,988$4,011,881

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,012,757
Total Expenses per Form 990$4,011,881
Expenses per Audited Statements$3,967,796
Expenses Not Reported on Form 990$44,961
Expenses Not Reported on Financial Statements$44,085
Other Expense Adjustments$44,085
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Door to HopeSalinas, CA501(c)(3)Ffn Capacity Building$174,827
Alisal Union School DistrictSalinas, CA501(c)(3)Furnish Buckhorn Learning Center$75,000
Central Coast Energy ServicesWatsonville, CA501(c)(3)Rent, Utility and Water Assistance$30,603
Action Counsil of Monterey CoSalinas, CA501(c)(3)Cal Eitc Outreach$30,000
Hartnell College FoundationSalinas, CA-Calkids Marketing & Outreach$28,000
Center for Community AdvocacySalinas, CA501(c)(3)Listos Subgrant$15,000
Community BridgesWatsonville, CA501(c)(3)Listos Subgrant$10,000
Community Foundation MontereyMonterey, CA501(c)(3)Early Care & Education$10,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$30,494
Fundraising Gross Income$10,305
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Breakfast$18,695$10,305$16,733$-6,428
Total Events$18,695$10,305$30,494$-20,189
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit$26,887
Refundable Advance$13,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is first reviewed by the v.p. Finance and ceo. A draft copy is then presented to the finance committee for review and comment. Once the finance committee has reviewed and commented the finalized version of the 990 is presented to the board of directors by the finance committee chair. The board gives the final approval of the form 990.

Form 990, Part VI, Section B, Line 12C

All united way monterey county employees, volunteers and board of directors are required to read and sign our code of ethics policy which requires that they disclose any know conflicts, issues, or concerns. The united way of monterey county board of directors regularly and consistently monitors and enforces compliance with the written conflict of interest policy annually. Staff and volunteers are required to acknowledge receipt and sign the agreement with the conflict-of-interest policy on an annual basis.

Form 990, Part VI, Section B, Line 15A

The executive committee conducts an annual performance review of the president and ceo, which includes compensation recommendation. This recommendation is then taken to the board of directors for approval. The president and ceo conducts annual review and sets salary offers and merit increases for all staff within the framework of the approved salary scales.

Form 990, Part VI, Section C, Line 19

Those interested in can also contact united way of monterey county at (831) 318-1979 to request its governing documents, conflict of interest policy and financial statements.

Filing and Contact Details

Filer

Filer Name
United Way of Monterey County
EIN
94-1322169
Phone
8313728026
Address
232 MONTEREY STREET 200, SALINAS, CA 93901

Signing Officer

Name
Katy Castagna
Title
President & CEO
Signed
2026-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katy Castagna
Formed
1953
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
53
Volunteers
816

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Kimbra Said CPA
Phone
8317242441
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Our Mission is Connecting people, partners, and pathways to improve lives across Monterey CountyThe Purpose of United Way Monterey County is:1.To identify current and emerging social problems and the most pressing human needs in our community and to seek solutions for them.2.To raise the level of awareness of our community's most pressing human needs, the current and emerging social problems, and United Way's role in addressing them.3.To engage donors in financially supporting the mission, purposes and strategy.4.To grant funds to effective local nonprofit human service agencies. 5.To facilitate cooperation and coordination among local human service agencies.6.To encourage members of the community to become personally engaged both financially and through volunteerism, in United Way, United Way-affiliated and other human service efforts.7.To foster and promote volunteerism in our community.On June 30, 2022, UWMC purchased a commercial office building in downtown Salinas with the goal of housing its administrative and program office, and hosting other like minded nonprofit and public entities who needed similar professional office space with which to fulfill their mission. The building, known as the United Way Monterey County Community Impact Center, furthers the UWMC mission and provides a base for continuing strong work in fighting for the financial stability of Monterey County families. It was purchased through a variety of donations and loans to address the following priorities:1.To consolidate the Salinas and Monterey United Way Offices to facilitate better communication and teamwork and eliminate rental expense.2.To lease space to non-profits who share our vision of financial stability for families, including the opportunity for incubation/start-up of non-profits that align with the United Way missions and objectives3.To provide community meeting space that could be used for education, training, meetings and board retreats for other community organizations who share our vision.The United Way Monterey County Community Impact Center is located at 232 Monterey street, in the heart of downtown Salinas, where the county government and many social service organizations are located. The Impact Center 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. We have received an Organizational Clearance Certificate from the State of California proving the exempt purpose of the building and allowing for a property tax exemption.When we first purchased the building, one of the pre-existing tenants was a private enterprise unrelated to our purpose. We understood that with the mixed use, UBIT would be required. Since then, the tenant mix has changed, and for the past 18 months, all tenants have been nonprofit or public organizations serving Monterey County residents. Tenants pay rent and receive access to building amenities such as shared bathrooms, a kitchenette, free access to conference rooms and safety trainings. Currently, the tenants are:Alliance on AgingCounty of Monterey/Cherish Too Monterey County Office of EducationParenting Connection of Monterey County United Way Monterey CountyFive Conference Rooms are also available for community serving organizations to reserve. Some of the rooms carry a nominal reservation fee. Last year nearly 4,000 people participated in convenings and trainings hosted by 34 different organizations within our conference rooms. For information on the structure of the shared meeting space, visit our website: https://unitedwaymcca.org/community-impact-center-conference-roomsHaving like-minded organizations sharing a roof fosters cooperation and coordination for the tenants and community partners

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To provide income for the general operations of united way of monterey county.

Part X : FIN48 Footnote

Management has evaluated united way's tax positions and concluded they took no uncertain tax positions requiring an adjustment to the financial statements to comply with the provisions issued by the financial accounting standards board.

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Donor designations to other organization $74579 rent expense $0 fundraising expenses $-30494

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Donor designations to other organization $74579 rent expense $0 fundraising expenses $-30494

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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