2025-05-13T09:19:41-07:00 2024-06-30 950858589 Hutchinson and Bloodgood LLP 579 Auto Center Drive Watsonville CA 95076 990 2023-07-01 941322169 UNITED WAY OF MONTEREY COUNTY UNIT 8313728026 232 MONTEREY STREET 200 SALINAS CA 93901 KATY CASTAGNA President & CEO 2025-05-13 true true KIMBRA SAID CPA P01596055 8317242441 2023 2025-03-06 01:10:19Z KATY CASTAGNA 232 MONTEREY STREET 200 SALINAS CA 93901 6061836 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. 16 16 52 587 204394 80221 11814587 5375896 6101 5801 44307 89702 71280 216520 11936275 5687919 8721504 2601164 0 1866990 2126960 0 554111 1067647 976435 11656141 5704559 280134 -16640 12099159 10733215 4641381 3197386 7457778 7535829 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 2460182 2342181 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 7 AGENCIES TO DISTRIBUTE $189,731 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION, CLOSED LOOP REFERRALS, AND CASE MANAGEMENT SUPPORT FOR 1,352 HOUSEHOLDS. 755594 100000 EARLY CARE AND EDUCATION: UWMC SUPPORTS A 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 119 FFNS THROUGH 143 PLAYGROUPS, TRAININGS, WORKSHOPS, AND HOME VISITS. 11 PRESCHOOL SERVICE CORPS AMERICORPS MEMBERS PROVIDED LANGUAGE AND LITERACY TUTORING TO 104 CHILDREN AT 9 SITES THROUGHOUT MONTEREY COUNTY. STUFF THE BUS PROVIDED SCHOOL SUPPLIES TO STUDENTS EXPERIENCING HOMELESSNESS, GENERATING 4,892 BACKPACKS FILLED WITH SUPPLIES AND DISTRIBUTED BY SCHOOL DISTRICT HOMELESS LIAISONS. 636339 211 MONTEREY COUNTY: UWMC CONNECTS PEOPLE TO SERVICES BY PROVIDING REFERRALS TO HEALTH AND HUMAN SERVICES VIA PHONE, INTERNET, AND TEXT. SERVICES PROVIDED BY BILINGUAL CALL SPECIALISTS WITH INTERPRETATION AVAILABLE IN OVER 300 LANGUAGES 24 HOURS A DAY, SEVEN DAYS A WEEK. WE MADE 18,349 REFERRALS TO 13,040 CALLERS AND HAD 53,594 WEBSITE SEARCHES. IN ADDITION, 1,469 BI-DIRECTIONAL REFERRALS WERE MADE THROUGH UWMCS SMART REFERRAL NETWORK (SRN). IT ALLOWS CASE MANAGERS, OTHER FRONT-LINE WORKERS, AND RESIDENTS TO MAKE CLOSED LOOP REFERRALS TO ENROLL IN NEEDED SERVICES WITH A NETWORK FO 83 AGENCIES. 661929 158983 5801 4514044 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 24 0 true 52 true true true false false false false false false 0 false false false false false false false X 16 16 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 183355 0 15983 JOSHUA MADFIS VP COMM INVESTMENT 40.00 0.00 113850 0 12616 LYNDA PATRICK VP RESOURCE DEVELP 40.00 0.00 114816 0 2250 DANAE THOMAS VP FINANCE 40.00 0.00 X 53092 0 2936 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 X 0 0 0 GLENNA DATTA BOARD MEMBER 2.00 0.00 X X 0 0 0 STEVE EMERSON BOARD MEMBER 2.00 0.00 X 0 0 0 ANKER FANOE BOARD MEMBER 2.00 0.00 X 0 0 0 CARMEN GIL 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 JUAN P RODRIGUEZ BOARD MEMBER 2.00 0.00 X 0 0 0 YVONNE THOMAS BOARD MEMBER 2.00 0.00 X 0 0 0 SHANNAN WATKINS BOARD MEMBER 2.00 0.00 X 0 0 0 465113 33785 3 false true false 0 14230 3362331 1999335 4770 5375896 ADMINISTRATIVE INCOME 900099 5801 5801 5801 89702 89702 0 0 569571 365177 204394 204394 204394 0 10305 14230 8740 1565 0 0 MISCELLANEOUS 900099 10561 4973 5588 10561 5687919 10774 204394 95290 2601164 2601164 0 0 0 255366 65765 179415 10186 0 1474172 908311 189322 376539 76768 43236 16366 17166 189061 106479 40308 42274 131593 74113 28056 29424 0 2620 2620 108227 31342 70937 5948 0 0 14561 14561 487454 448965 15565 22924 16362 4191 171 12000 95091 61546 20483 13062 0 0 12471 6495 4057 1919 0 0 43972 31210 8490 4272 0 36089 20325 7694 8070 21334 12015 4549 4770 12310 8395 1911 2004 PROGRAM AND CAMPAIGN MATERIALS 87063 80645 5833 585 DUES AND SUBSCRIPTIONS 11278 9081 1292 905 Printing and Publications 7972 4152 3188 632 MISCELLANEOUS 6536 2500 4036 13095 3219 8445 1431 5704559 4523149 627299 554111 997058 662759 2035955 2218721 1788984 536056 0 0 0 0 0 37195 22161 6483447 352254 6187483 6131193 0 0 0 0 1052484 1162325 12099159 10733215 198139 200484 1137191 200000 52345 125667 2422507 2354355 500000 289903 331199 26977 4641381 3197386 X 6869103 6890676 588675 645153 7457778 7535829 12099159 10733215 -16640 85586 X false true X true true true X 3602462 8048385 43993668 11814587 5375896 72834998 0 0 3602462 8048385 43993668 11814587 5375896 72834998 0 72834998 92705 40085 43768 44307 89702 310567 915 63215 200144 264274 4234 587 7957 4959 10561 28298 73438137 33532 0.99180 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 327053 34512 3768 3711 354086 727875 64713 3531 8011 781046 840529 6483 -106360 3701 9076 727875 665950 186190 3580 8031 840529 526581 136914 13238 3779 7004 665950 0.56410 0.43590 true false false 1549100 1549100 4656956 238317 4418639 277391 113937 163454 6131193 BENEFICIAL INT IN ASSETS HELD BY OTHERS 1162325 1162325 DEPOSIT 14721 REFUNDABLE ADVANCE 12256 26977 X 6103767 85586 23627 12001 121214 5982553 -294634 -294634 5687919 6034821 23627 12001 35628 5999193 -294634 -294634 5704559 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 $12001 Part XII, Line 2d: Other expenses and losses per audited F/S CAM OCCUPANCY ALLOCATION $12001 false COMMUNITY BREAKFAST 24535 14230 10305 7158 1582 24535 14230 10305 7158 1582 8740 1565 true DETAILED SCHEDULE ATTACHED VARIOUS VARIOUS CA 99999 2537259 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 183355 15983 199338 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: 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. OTHER PROGRAM SERVICES 5: 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 7 AGENCIES TO DISTRIBUTE $189,731 IN DEPOSIT ASSISTANCE AND PROVIDE HOUSING NAVIGATION, CLOSED LOOP REFERRALS, AND CASE MANAGEMENT SUPPORT FOR 1,352 HOUSEHOLDS. 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 6025497 UNITED WAY OF MONTEREY COUNTY false false false false false false false false false false false false false false false false false false false