Nonprofit · EIN 94-1322169
UNITED WAY OF MONTEREY COUNTY
Tax-exempt · SALINAS, CA 93901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,136,682 | $4,011,881 | $124,801 | $10,847,196 | $3,093,510 | $7,753,686 |
| June 30, 2024 | 990 | $5,687,919 | $5,704,559 | -$16,640 | $10,733,215 | $3,197,386 | $7,535,829 |
| June 30, 2023 | 990 | $11,936,275 | $11,656,141 | $280,134 | $12,099,159 | $4,641,381 | $7,457,778 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,577,726
- of which government grants
- $1,279,840
- Program service revenue
- $383,634
- Investment income
- $195,361
- Net income from fundraising events
- -$20,189
- Other revenue
- -$20,039
Expenses
- Grants and similar amounts paid
- $447,966
- Compensation of officers, directors and key employees
- $342,113
- Other salaries and wages
- $1,419,843
- Salaries, compensation and benefits (total)
- $2,168,228
- Professional fundraising fees
- $0
- Legal fees
- $717
- Accounting fees
- $56,957
- Occupancy
- $205,650
- Depreciation
- $156,906
- Program services (functional)
- $2,862,315
- Management and general (functional)
- $662,578
- Fundraising (functional)
- $486,988
Balance sheet and other
- Total assets, start of year
- $10,733,215
- Total assets, end of year
- $10,847,196
- Total liabilities, end of year
- $3,093,510
- Net assets, end of year
- $7,753,686
- Land, buildings and equipment
- $6,152,471
- Net assets without donor restrictions
- $7,192,744
- Net assets with donor restrictions
- $560,942
- Gross receipts
- $4,167,176
- Employees
- 53
- Volunteers
- 816
- Year formed
- 1953
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATY CASTAGNA | President & CEO Officer | 40 | $180,730 | $28,876 |
| LYNDA PATRICK | VP RESOURCE DEVELP | 40 | $120,581 | $26,368 |
| JOSHUA MADFIS | VP COMM INVESTMENT | 40 | $119,695 | $21,134 |
| DANAE THOMAS | VP FINANCE Officer | 40 | $117,228 | $15,279 |
| MONICA TOVAR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEACON WARREN HOY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| FANA OLDFIELD | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| ANN KERN | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL CHIBAYA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| GLENNA DATTA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ALEXIS GARCIA-ARRAZOLA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CARMEN GIL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUANA GOMEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRAYTON JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHYAM KAMATH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE LORCH | BOARD MEMBER Trustee or director | 2 | $0 |
| JORDAN PRATT-THATCHER | BOARD MEMBER Trustee or director | 2 | $0 |
| SHANNAN WATKINS | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATY CASTAGNA | President & CEO Officer | 40 | $183,355 | $15,983 |
| JOSHUA MADFIS | VP COMM INVESTMENT | 40 | $113,850 | $12,616 |
| LYNDA PATRICK | VP RESOURCE DEVELP | 40 | $114,816 | $2,250 |
| DANAE THOMAS | VP FINANCE Officer | 40 | $53,092 | $2,936 |
| MONICA TOVAR | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEACON WARREN HOY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| FANA OLDFIELD | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| ANN KERN | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| DANIEL CHIBAYA | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| GLENNA DATTA | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| STEVE EMERSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANKER FANOE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CARMEN GIL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRAYTON JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHYAM KAMATH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEVE LORCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JORDAN PRATT-THATCHER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUAN P RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| YVONNE THOMAS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHANNAN WATKINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATY CASTAGNA | President & CEO Officer | 40 | $172,500 | $19,441 |
| JOSHUA MADFIS | VP COMM INVESTMENT | 40 | $111,102 | $14,876 |
| LYNDA PATRICK | VP RESOURCE DEVELP | 40 | $111,102 | $3,381 |
| AMY STOKER | VP FINANCE Officer | 40 | $60,921 | $9,012 |
| SANDI EASON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE EMERSON | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| DEBORAH SOBER | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| JACOB MARTINEZ | VC INVESTMENTS Trustee or director, Officer | 2 | $0 | $0 |
| MONICA TOVAR | VC DEVELOPMENT Trustee or director, Officer | 2 | $0 | $0 |
| STEFAN LORCH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| RENE L MENDEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JUAN P RODRIGUEZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DEACON WARREN HOY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHERINE KANTARDJIEFF | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANN KERN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHYAM KAMATH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHANNAN WATKINS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| FANA OLDFIELD | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 232 MONTEREY ST STE 200, SALINAS, CA 93901-3409
- Principal officer (990 for 2024)
- KATY CASTAGNA, 232 MONTEREY STREET 200, SALINAS, CA 93901
- Signed the 990
- KATY CASTAGNA, President & CEO
- Phone
- (831) 372-8026
- Website
- WWW.UNITEDWAYMCCA.ORG
- Return prepared by
- Hutchinson and Bloodgood LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1322169 or by the name UNITED WAY OF MONTEREY COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1322169
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $10,847,196
- Income (IRS master file)
- $4,167,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,136,682 | $4,011,881 | $10,847,196 | XML |
| 990 | June 2024 | $5,687,919 | $5,704,559 | $10,733,215 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $11,936,275 | $11,656,141 | $12,099,159 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $44,052,409 | $42,496,215 | $16,475,555 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1322169).
Questions about UNITED WAY OF MONTEREY COUNTY
- What is the EIN of UNITED WAY OF MONTEREY COUNTY?
- The employer identification number (EIN) of UNITED WAY OF MONTEREY COUNTY is 94-1322169.
- Is UNITED WAY OF MONTEREY COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to UNITED WAY OF MONTEREY COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF MONTEREY COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF MONTEREY COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF MONTEREY COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF MONTEREY COUNTY?
- The 990 for the year ended June 30, 2025 names KATY CASTAGNA.
- Who are the officers and directors of UNITED WAY OF MONTEREY COUNTY?
- The 990 for the year ended June 30, 2025 lists 18 people; 4 received compensation from the organization, the highest $180,730 (KATY CASTAGNA, President & CEO).
- How much revenue does UNITED WAY OF MONTEREY COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,136,682, expenses of $4,011,881 and total assets of $10,847,196 at year end.
Other nonprofits in SALINAS
- ACTION COUNCIL OF MONTEREY COUNTY INC EIN 77-0357101 · last filed 990 for 2025
- VALLEY HEALTH ASSOCIATES EIN 77-0297577 · last filed 990 for 2025
- ANDREW AND PHYLLIS D ARRIGO CHARITABLE FOUNDATION EIN 47-2560816 · last filed 990-PF for 2024
- J & M FOUNDATION EIN 26-1392022 · last filed 990-PF for 2025
- OREGGIA FAMILY FOUNDATION EIN 01-0854918 · last filed 990-PF for 2025
- DON AND BARBARA CHAPIN FOUNDATION EIN 47-5193848 · last filed 990-PF for 2025
- SALINAS STEINBECK ROTARY CLUB FOUNDATION EIN 20-1753312 · last filed 990-N for 2025
- SALINAS ROTARY CLUB CHARITABLE FUND EIN 77-0447589 · last filed 990-EZ for 2026
All nonprofits in SALINAS · California · Philanthropy, voluntarism and grantmaking foundations