2024-03-11T12:40:20-07:00 2023-06-30 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2022-07-01 941322169 UNITED WAY OF MONTEREY COUNTY UNIT 8313728026 232 MONTEREY STREET 200 SALINAS CA 93901 KATY CASTAGNA President & CEO 2024-03-11 true KATY CASTAGNA 999009999 true KIMBRA SAID CPA P01596055 8317242441 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z KATY CASTAGNA 232 MONTEREY STREET 200 SALINAS CA 93901 12305298 false X WWW.UNITEDWAYMCCA.ORG X 1953 CA 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. 14 14 50 587 63215 24367 43993668 11814587 6101 6101 43768 44307 8872 71280 44052409 11936275 39503949 8721504 0 1721353 1866990 0 388647 1270913 1067647 42496215 11656141 1556194 280134 16475555 12099159 9361434 4641381 7114121 7457778 X 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. false false 8183448 7890000 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 920 HOUSEHOLDS WITH OVER $6.5 MILLION IN DIRECT PAYMENTS ADMINISTERED THROUGH 7 PARTNER ORGANIZATIONS (KING CITY, GREENFIELD, HARTNELL COLLEGE FOUNDATION, CITY OF SALINAS, CITY OF SEASIDE, HOUSING RESOURCE CENTER, CITY OF SOLEDAD). UWMC SUPPORTED HOUSING STABLITY OF 164 HOUSEHOLDS BY PARTNERING WITH 5 AGENCIES TO DISTRIBUTE $24,640 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION AND CASE MANAGEMENT SUPPORT. 744953 466712 6101 OTHER: CONDUCTING AND SHARING COMMUNITY ASSESSMENTS SUCH AS THE COMMUNTIY HEALTH NEEDS ASSESSMENT AND IMPACT MONTEREY COUNTY, UWMC CONVENES, SHARES DATA, AND INSPIRES ACTION FOR COMMUNTIY WELL BEING. TO ENHANCE CONNECTIONS TO SERVICES, 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. 72 AGENCIES ARE PARTICIPATING IN THE SRN WHO REFER CLIENTS TO EACH OTHERS SERVICES. 139 SRN PROGRAMS WERE MADE AVAILABLE. 1,694 OUTGOING REFERRALS WERE MADE. 271 REFERRALS WERE ACCEPTED OR ENROLLED. 155 PARTICIPANTS ATTENDED NETWORK MEETINGS. 597752 20600 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 72 FFNS THROUGH 118 PLAYGROUPS, TRAININGS, WORKSHOPS, AND REFLECTIVE GROUPS. 15 PRESCHOOL SERVICE CORPS AMERICORPS MEMBERS PROVIDED LANGUAGE AND LITERACY TUTORING TO 104 CHILDREN AT 11 SITES THROUGHOUT MONTEREY COUNTY. STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 4,500 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS. 1120429 344192 10646582 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 false false false false false true 22 0 true 50 true true true 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 172500 0 19441 JOSHUA MADFIS VP COMM INVESTMENT 40.00 0.00 111102 0 14876 LYNDA PATRICK VP RESOURCE DEVELP 40.00 0.00 111102 0 3381 AMY STOKER VP FINANCE 40.00 0.00 X 60921 0 9012 SANDI EASON CHAIR 2.00 0.00 X X 0 0 0 STEVE EMERSON Treasurer 2.00 0.00 X X 0 0 0 DEBORAH SOBER Secretary 2.00 0.00 X X 0 0 0 JACOB MARTINEZ VC INVESTMENTS 2.00 0.00 X X 0 0 0 MONICA TOVAR VC DEVELOPMENT 2.00 0.00 X X 0 0 0 STEFAN LORCH BOARD MEMBER 2.00 0.00 X 0 0 0 RENE L MENDEZ BOARD MEMBER 2.00 0.00 X 0 0 0 JUAN P RODRIGUEZ BOARD MEMBER 2.00 0.00 X 0 0 0 DEACON WARREN HOY BOARD MEMBER 2.00 0.00 X 0 0 0 KATHERINE KANTARDJIEFF BOARD MEMBER 2.00 0.00 X 0 0 0 ANN KERN BOARD MEMBER 2.00 0.00 X 0 0 0 SHYAM KAMATH BOARD MEMBER 2.00 0.00 X 0 0 0 SHANNAN WATKINS BOARD MEMBER 2.00 0.00 X 0 0 0 FANA OLDFIELD BOARD MEMBER 2.00 0.00 X 0 0 0 455625 46710 3 false true false 0 24130 9317933 2472524 9506 11814587 ADMINISTRATIVE INCOME 900099 6101 6101 6101 44307 44307 0 0 424739 361524 63215 63215 63215 0 10605 24130 7499 3106 0 0 MISCELLANEOUS 900099 4959 4959 4959 11936275 6101 63215 49266 8721504 8721504 0 0 0 261874 66815 180587 14472 0 1226963 843201 143495 240267 70476 42977 15468 12031 193893 118236 42560 33097 113784 69385 24976 19423 0 0 33600 20489 7375 5736 0 0 20020 20020 572390 430168 105620 36602 30882 28816 1896 170 123918 97504 17541 8873 0 0 1934 100 1806 28 0 0 76606 45666 26457 4483 0 31218 19037 6852 5329 16539 10085 3631 2823 11799 8718 1733 1348 PROGRAM AND CAMPAIGN MATERIALS 90769 89998 771 TAXES 19040 2529 16511 DUES AND SUBSCRIPTIONS 18651 17433 414 804 Printing and Publications 9283 6515 1804 964 10998 7406 2166 1426 11656141 10646582 620912 388647 4404260 997058 781516 2035955 3966864 1788984 0 0 0 0 0 32738 37195 6393276 205793 6304522 6187483 0 0 0 0 985655 1052484 16475555 12099159 339000 198139 3928489 1137191 52345 2491328 2422507 1000000 500000 1602617 331199 9361434 4641381 X 6257209 6869103 856912 588675 7114121 7457778 16475555 12099159 280134 63523 X false true X true true true X 3186176 3602462 8048385 43993668 11814587 70645278 0 0 3186176 3602462 8048385 43993668 11814587 70645278 917011 69728267 57819 92705 40085 43768 44307 278684 915 63215 64130 2277 4234 587 7957 4959 20014 71008106 40045 0.98200 0.97230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 727875 64713 3531 8011 781046 840529 6483 -106360 3701 9076 727875 665950 186190 3580 8031 840529 526581 136914 13238 3779 7004 665950 283281 224175 27234 3727 4382 526581 0.58130 0.25570 0.16300 true false false 1549100 1549100 4647190 119159 4528031 196986 86634 110352 6187483 BENEFICIAL INT IN ASSETS HELD BY OTHERS 1052484 1052484 DEPOSIT 14721 REFUNDABLE ADVANCE 316478 331199 X 12781627 63523 477668 13092 554283 12227344 -291069 -291069 11936275 12437970 477668 13092 490760 11947210 -291069 -291069 11656141 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 2d: Other revenue amounts included in F/S but not included on form 990 CAM OCCUPANCY ALLOCATION $13092 Part XII, Line 2d: Other expenses and losses per audited F/S CAM OCCUPANCY ALLOCATION $13092 false COMMUNITY BREAKFAST 34735 24130 10605 6281 1218 34735 24130 10605 6281 1218 7499 3106 true DETAILED SCHEDULE ATTACHED VARIOUS VARIOUS CA 99999 8615177 0 SEE ATTACHED 0 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 172500 19441 191941 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: OTHER: CONDUCTING AND SHARING COMMUNITY ASSESSMENTS SUCH AS THE COMMUNTIY HEALTH NEEDS ASSESSMENT AND IMPACT MONTEREY COUNTY, UWMC CONVENES, SHARES DATA, AND INSPIRES ACTION FOR COMMUNTIY WELL BEING. TO ENHANCE CONNECTIONS TO SERVICES, 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. 72 AGENCIES ARE PARTICIPATING IN THE SRN WHO REFER CLIENTS TO EACH OTHERS SERVICES. 139 SRN PROGRAMS WERE MADE AVAILABLE. 1,694 OUTGOING REFERRALS WERE MADE. 271 REFERRALS WERE ACCEPTED OR ENROLLED. 155 PARTICIPANTS ATTENDED NETWORK MEETINGS. OTHER PROGRAM SERVICES 5: 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 920 HOUSEHOLDS WITH OVER $6.5 MILLION IN DIRECT PAYMENTS ADMINISTERED THROUGH 7 PARTNER ORGANIZATIONS (KING CITY, GREENFIELD, HARTNELL COLLEGE FOUNDATION, CITY OF SALINAS, CITY OF SEASIDE, HOUSING RESOURCE CENTER, CITY OF SOLEDAD). UWMC SUPPORTED HOUSING STABLITY OF 164 HOUSEHOLDS BY PARTNERING WITH 5 AGENCIES TO DISTRIBUTE $24,640 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION AND CASE MANAGEMENT SUPPORT. OTHER PROGRAM SERVICES 6: DISASTER RELIEF: UWMC RESPONDED TO WINTER STORMS AND FLOODING BY PROVIDNG DISASTER ASSISTANCE TO DISPLACED AND EMERGENCY AFFECTED RESIDENTS. $248,050 IN STORM RELIEF FUNDS WERE DISTRIBUTED, BENEFITTING 366 QUALIFIED HOUSEHOLDS. 211 WAS ACTIVATED TO RESPOND TO THE 2023 WINTER STORMS, WORKING CLOSELY WITH OUR COUNTY PARTNERS TO ENSURE ACCURATE AND CRITICAL DISASTER INFORMATION WAS SHARED WITH 1,166 CONTACTS. THE INFORMATION SHARED INCLUDED EVACUATION WARNINGS/ORDERS, ROAD CLOSURES, EMERGENCY SHELTERING, AND MORE. UWMC PARTNERED WITH UNITED WAYS OF CA TO SUPPORT COVID AND STORM AFFECTED AGRICULTURAL WORKERS WITH $600 CASH CARDS AWARDED TO 359 QUALIFIED COMMUNITY MEMBERS. 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 COMPENSATION FOR THE CEO AND VP FINANCE IS SET WITHIN INDUSTRY STANDARDS, GLEANED FROM COMPARABLE POSITIONS AS LISTED IN THE NORTHERN CALIFORNIA GUIDE TO NONPROFIT COMPENSATION AND THE UNITED WAY WORLDWIDE EXECUTIVE SALARY REPORT. IN FYE 22, UNITED WAY MONTEREY COUNTY ENGAGED AN OUTSIDE FIRM TO PERFORM A COMPENSATION STUDY TO EVALUATE SALARIES FOR ALL STAFF TO ENSURE WAGES FOR THE ORGANIZATION WERE COMPETITIVE AND APPROPRIATE. 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.