2026-02-06T11:19:34-08:00 2025-06-30 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2024-07-01 941322169 UNITED WAY OF MONTEREY COUNTY UNIT 8313728026 232 MONTEREY STREET 200 SALINAS CA 93901 KATY CASTAGNA President & CEO 2026-02-06 true true KIMBRA SAID CPA P01596055 8317242441 2024 2025-03-06 01:10:19Z KATY CASTAGNA 232 MONTEREY STREET 200 SALINAS CA 93901 4167176 false X WWW.UNITEDWAYMCCA.ORG X 1953 CA Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County. 14 14 53 816 0 5375896 3577726 5801 383634 89702 195361 216520 -20039 5687919 4136682 2601164 447966 0 2126960 2168228 0 486988 976435 1395687 5704559 4011881 -16640 124801 10733215 10847196 3197386 3093510 7535829 7753686 X Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County. true false 863329 259827 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. 550991 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. 434563 136579 5801 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. 434444 43000 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. 400938 377833 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. 178050 30560 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. 1013432 73560 377833 2862315 true true false false false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false true false false false false true 17 0 true 53 true false false false false false false false 0 false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA X X KATY CASTAGNA 8313728026 232 MONTEREY STREET SUITE 200 SALINAS CA 93901 KATY CASTAGNA President & CEO 40.00 0.00 X 180730 0 28876 LYNDA PATRICK VP RESOURCE DEVELP 40.00 0.00 120581 0 26368 JOSHUA MADFIS VP COMM INVESTMENT 40.00 0.00 119695 0 21134 DANAE THOMAS VP FINANCE 40.00 0.00 X 117228 0 15279 MONICA TOVAR BOARD MEMBER 2.00 0.00 X 0 0 0 DEACON WARREN HOY CHAIR 2.00 0.00 X X 0 0 0 FANA OLDFIELD Treasurer 2.00 0.00 X X 0 0 0 ANN KERN Secretary 2.00 0.00 X X 0 0 0 DANIEL CHIBAYA BOARD MEMBER 2.00 0.00 X 0 0 0 GLENNA DATTA BOARD MEMBER 2.00 0.00 X 0 0 0 ALEXIS GARCIA-ARRAZOLA BOARD MEMBER 2.00 0.00 X 0 0 0 CARMEN GIL BOARD MEMBER 2.00 0.00 X 0 0 0 JUANA GOMEZ BOARD MEMBER 2.00 0.00 X 0 0 0 BRAYTON JOHNSON BOARD MEMBER 2.00 0.00 X 0 0 0 SHYAM KAMATH BOARD MEMBER 2.00 0.00 X 0 0 0 STEVE LORCH BOARD MEMBER 2.00 0.00 X 0 0 0 JORDAN PRATT-THATCHER BOARD MEMBER 2.00 0.00 X 0 0 0 SHANNAN WATKINS BOARD MEMBER 2.00 0.00 X 0 0 0 538234 91657 4 false true false 0 8390 1279840 2289496 5181 3577726 ADMINISTRATIVE INCOME 900099 5801 5801 COMMUNITY IMPACT CENTER 900099 377833 377833 383634 195361 195361 0 0 0 0 10305 8390 30494 -20189 0 0 MISCELLANEOUS 900099 150 150 150 4136682 383784 195361 X 447966 447966 0 0 0 342113 88887 239161 14065 0 1419843 927825 169229 322789 76992 44135 18234 14623 196445 114441 44088 37916 132835 76147 31459 25229 0 717 717 56957 32650 13489 10818 0 0 14476 14476 527629 491699 24850 11080 7389 2706 2971 1712 124840 88405 25302 11133 0 0 205650 174467 27186 3997 0 0 86148 59614 11485 15049 0 29551 16940 6999 5612 156906 133361 18732 4813 25245 17141 6492 1612 PROGRAM AND CAMPAIGN MATERIALS 108227 106054 24 2149 TAXES 19639 17739 1900 MISCELLANEOUS 14206 13194 1012 Printing and Publications 6842 3951 672 2219 11265 4993 4100 2172 4011881 2862315 662578 486988 662759 532175 2218721 2201278 536056 652849 0 0 0 0 0 22161 19198 6661631 509160 6131193 6152471 0 0 0 0 1162325 1289225 10733215 10847196 200484 240638 200000 200000 125667 63980 2354355 2282875 289903 265730 26977 40287 3197386 3093510 X 6890676 7192744 645153 560942 7535829 7753686 10733215 10847196 124801 93056 X false true X true true true X 8048385 43993668 11814587 5375896 3577726 72810262 0 0 8048385 43993668 11814587 5375896 3577726 72810262 0 72810262 40085 43768 44307 89702 195361 413223 915 63215 200144 264274 587 7957 4959 10561 150 24214 73511973 408034 0.99050 0.99180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 871720 8800 105283 3686 9993 972124 781046 20000 83317 3768 8875 871720 727875 64713 3531 8011 781046 840529 6483 -106360 3701 9076 727875 665950 186190 3580 8031 840529 0.60000 0.20550 0.19450 true false false 1549100 1549100 4656956 357476 4299480 19227 6129 13098 436348 145555 290793 6152471 BENEFICIAL INT IN ASSETS HELD BY OTHERS 1289225 1289225 DEPOSIT 26887 REFUNDABLE ADVANCE 13400 40287 X 4230614 93056 44961 138017 4092597 44085 44085 4136682 4012757 44961 44961 3967796 44085 44085 4011881 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 false COMMUNITY BREAKFAST 18695 8390 10305 13761 16733 18695 8390 10305 13761 16733 30494 -20189 true ACTION COUNSIL OF MONTEREY CO 295 MAIN ST 500 SALINAS CA 93901 770357101 501(C)(3) 30000 0 CAL EITC OUTREACH ALISAL UNION SCHOOL DISTRICT 155 BARDIN ROAD SALINAS CA 93905 75000 0 FURNISH BUCKHORN LEARNING CENTER CENTER FOR COMMUNITY ADVOCACY 22 WEST GABILAN STREET SALINAS CA 93901 770192068 501(C)(3) 15000 0 LISTOS SUBGRANT CENTRAL COAST ENERGY SERVICES PO BOX 2707 WATSONVILLE CA 95077 651190535 501(C)(3) 30603 0 RENT, UTILITY AND WATER ASSISTANCE COMMUNITY BRIDGES 2667 EAST LAKE AVE WATSONVILLE CA 93905 942460211 501(C)(3) 10000 0 LISTOS SUBGRANT COMMUNITY FOUNDATION MONTEREY 2354 GARDEN ROAD MONTEREY CA 93940 941615897 501(c)(3) 10000 0 EARLY CARE & EDUCATION DOOR TO HOPE 130 W GABILAN STREET SALINAS CA 93901 942440770 501(C)(3) 174827 0 FFN CAPACITY BUILDING HARTNELL COLLEGE FOUNDATION 411 CENTRAL AVE SALINAS CA 93901 942781664 501(C)(3) 28000 0 CALKIDS MARKETING & OUTREACH 7 1 Grantmaker's Description of How Grants are Used USE OF GRANT FUNDS ARE MONITORED ON AN ON-GOING BASIS. GRANTEES ARE REQUIRED TO PROVIDE UNITED WAY OF MONTEREY COUNTY WITH MID-YEAR AND YEAR-END REPORTS OF PROGRAM ACTIVITIES, WHICH ARE REVIEWED BY STAFF. X X X false false false false false false false false false KATY CASTAGNA President & CEO 180730 28876 209606 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. There is a synergy that helps build awareness, co-create solutions, and inspire volunteers. We have sought to have a very intentional mix of tenants to further our purpose, and have turned away private for-profit ventures in order to maintain alignment with our mission and purpose. 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. 232 MONTEREY ST LLC 232 MONTEREY STREET STE 200 SALINAS CA 93901 933160421 HOLD REAL ESTATE CA 6067542 UNITED WAY OF MONTEREY COUNTY false false false false false false false false false false false false false false false false false false false