United Way Of Monterey County
- Assets
- $13.5m
- Revenue
- $8.1m
- Investments
- $0.0
- Employees
- 31
- Location
- Monterey, CA
- Founding
- 11/1953
- Data as of
- 06/2021
- EIN
- 94-1322169
Organization Overview
United Way Of Monterey County is located in Monterey, 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 06/2021, United Way Of Monterey County employed 31 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 06/2021, United Way Of Monterey County generated $8.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.8% each year . All expenses for the organization totaled $7.8m during the year ending 06/2021. While expenses have increased by 15.0% per year over the past 7 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
2021
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 THE SUPPLY OF QUALITY AFFORDABLE HOUSING AND CHILDCARE 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 1700 HOUSEHOLDS WITH OVER $3M IN DIRECT PAYMENTS ADMINISTERED THROUGH 14 PARTNER ORGANIZATIONS. UWMC SCALED UP OPERATIONS TO ACCOMMODATE FEDERAL RELIEF GRANTS, A TEMPORARY EXPANSION EXPECTED TO LAST THROUGH 2023 AS PART OF PANDEMIC RESPONSE.
DISASTER RELIEF: DESIGNED AND MANAGED STIPEND INCENTIVE PROGRAM FOR 400 COVID-19 POSITIVE INDIVIDUALS IN ISOLATION. DISTRIBUTED $110,000 TO 110 HOUSEHOLDS IMPACTED BY SUMMER 2020 WILDFIRES IN MONTEREY COUNTY. FUNDED RESILIENCY COORDINATOR POSITION WITHIN THE COUNTY OFFICE OF EMERGENCY SERVICES.
EARLY CARE AND EDUCATION: UWMC CONTINUED COLLABORATING WITH COMMUNITY STAKEHOLDERS TO IMPROVE ACCESS TO CHILD CARE THROUGH THE CHANGING CONDITIONS AND REGULATIONS BROUGHT ON BY THE COVID-19 PANDEMIC. PROVIDED IPADS, CASH STIPENDS AND OTHER LEARNING SUPPORTS TO 156 INFORMAL CHILDCARE PROVIDERS. LAUNCHED THE PRESCHOOL SERVICE CORPS, PLACING FOUR MEMBERS IN PRESCHOOLS TO SUPPORT LANGUAGE AND LITERACY DEVELOPMENT OF 40 PRESCHOOL CHILDREN. GRANTED $67,000 TO THE COMMUNITY ACTION PARTNERSHIP OF SAN LUIS OBISPO COUNTY (INFORMAL CAREGIVER SUPPORT SYSTEM), STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 4,040 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS COUNTYWIDE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Katy Castagna President & CEO | Officer | 40 | $133,228 |
Brian Erbele VP Finance | Officer | 40 | $100,682 |
Deacon Warren Hoy Vc Investments | OfficerTrustee | 2 | $0 |
Brett Harrell Past Chairman | OfficerTrustee | 2 | $0 |
Steve Emerson Treasurer | OfficerTrustee | 2 | $0 |
Sandi Eason Chair Elect | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,048,385 |
| Investment income | $40,085 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| 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 | $8,095,454 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $252,067 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $962,216 |
| Pension plan accruals and contributions | $63,048 |
| Other employee benefits | $147,870 |
| Payroll taxes | $95,002 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $26,600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $19,840 |
| Fees for services: Other | $486,184 |
| Advertising and promotion | $22,467 |
| Office expenses | $79,047 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $109,942 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,066 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $16,072 |
| Insurance | $8,871 |
| All other expenses | $0 |
| Total functional expenses | $7,802,442 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,205,872 |
| Savings and temporary cash investments | $2,342,919 |
| Pledges and grants receivable | $5,727,123 |
| 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 | $82,484 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,141,741 |
| Total assets | $13,516,071 |
| Accounts payable and accrued expenses | $193,333 |
| Grants payable | $463,763 |
| Deferred revenue | $23,798 |
| 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 | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $7,100,000 |
| Total liabilities | $7,780,894 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $5,735,177 |
Grants Awarded
Over the last fiscal year, United Way Of Monterey County has awarded $232,476 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
San Luis Obispo, CA PURPOSE: SEE ATTACHED SUPPLEMENTAL | $95,715 |
Salinas, CA PURPOSE: SEE ATTACHED SUPPLEMENTAL | $50,000 |
CALIFORNIA AMERICAN WATER PURPOSE: SEE ATTACHED SUPPLEMENTAL | $30,671 |
LAURAS BARN CHILD CARE CENTER PURPOSE: SEE ATTACHED SUPPLEMENTAL | $21,090 |
Oakland, CA PURPOSE: SEE ATTACHED SUPPLEMENTAL | $15,000 |
Monterey, CA PURPOSE: SEE ATTACHED SUPPLEMENTAL | $10,000 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that United Way Of Monterey County has recieved totaling $319,654.
| Awarding Organization | Amount |
|---|---|
David And Lucile Packard Foundation Los Altos, CA PURPOSE: LOCAL GRANTMAKING | $100,000 |
United Ways Of California South Pasadena, CA PURPOSE: PROMOTING CALIF EMPLOYEE ITC PROGRAM | $71,000 |
David And Lucile Packard Foundation Los Altos, CA PURPOSE: CHILDREN, FAMILIES, AND COMMUNITIES | $50,000 |
David And Lucile Packard Foundation Los Altos, CA PURPOSE: ORGANIZATIONAL EFFECTIVENESS | $30,000 |
Pebble Beach Company Foundation Pebble Beach, CA PURPOSE: General Support | $25,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $19,692 |
Endowment Analysis
| Beg. Balance | $286,606 |
| Earnings | $80,012 |
| Admin Expense | $3,451 |
| Grants | $3,580 |
| Ending Balance | $359,587 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Giving Back Fund Inc Los Angeles, CA | $11,057,964 | $16,121,591 |
United Way Of The Columbia- Willamette Portland, OR | $45,244,176 | $37,813,880 |
Lutheran Social Services Of Southern California Orange, CA | $12,433,433 | $19,852,722 |
United Way California Capital Region Sacramento, CA | $17,085,587 | $25,165,420 |
United Way Of Tucson And Southern Arizona Inc Tucson, AZ | $24,809,225 | $14,478,255 |
United Way Of Southern Nevada Inc Las Vegas, NV | $13,273,511 | $9,207,930 |
Parker Ranch Foundation Tr 091092 Kamuela, HI | $269,073,510 | $7,172,423 |
Blaise Foundation Claremont, CA | $0 | $239,814 |
Beit Tshuvah Los Angeles, CA | $29,185,703 | $8,355,321 |
Levy Family Campus Los Gatos, CA | $16,282,164 | $7,205,840 |
Neighborhood Funders Group Berkeley, CA | $23,826,861 | $25,307,328 |
United Way Of Monterey County Monterey, CA | $13,516,071 | $8,095,454 |