United Way of Monterey County
Nonprofit profile at a glance
- EIN
- 941322169
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024, Form 990-T 2023
- Location
- Salinas, CA, USA
- Phone
- 8313728026
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $4,136,682
- Expenses
- $4,011,881
- Assets
- $10,847,196
- Liabilities
- $3,093,510
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- KATY CASTAGNA (President & CEO)
Highest reported compensation
- KATY CASTAGNA (President & CEO): $209,606 total reported compensation
- LYNDA PATRICK (VP RESOURCE DEVELP): $146,949 total reported compensation
- JOSHUA MADFIS (VP COMM INVESTMENT): $140,829 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 84% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 66
- Transparency & Controls: 78
- Accountability: 100
- Sustainability: 48
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 70.6%; rating input score 71
- Program expense ratio: 71.3%; rating input score 71
- Fundraising efficiency: $7.35 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.1%; rating input score 94; 23rd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 83.4%; rating input score 83; 23rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 3%; rating input score 45; 45th percentile among comparable filings
- Total-asset coverage ratio: 2.7; rating input score 71; 71st percentile among comparable filings
- Liabilities to assets ratio: 0.29; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 15.7%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: 15.9% per year; rating input score 100; 79th percentile among comparable filings
- Revenue growth: 12.4% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 13.2% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 70.6% of revenue deployed · 71.3% of spending went to programs
- Governance: 14 of 14 board members independent · 9 of 9 filing controls reported
- Programs: 6 filed program accomplishments · $2.9M in reported program spending
- Leadership: top reported pay $210K · 18 people listed · 3 of 6 pay-setting controls reported
- Consistency: 36 of 37 current checks pass · 1 finding to review
- Schedules: 8 filed schedules · includes major donors, grants, and executive pay
- Filing history: 12 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 12 filed money-flow records
- Related organizations: 8 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Fundraising efficiency scored 28/100.
- Moderate — Sustainability: Operating margin scored 45/100.
- High — Sustainability: Officer compensation ratio scored 18/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.