California · Nonprofit
UNITED WAY OF MONTEREY COUNTY
UNITED WAY OF MONTEREY COUNTY (California) receives grants from 46 organizations whose IRS filings report $4,093,439 to it, the largest being MONTEREY PENINSULA FOUNDATION ($752,500). 22 of them have funded it in more than one year.
- Revenue FY2025
- $4.1M
- Funders on record
- 46
- Grants received
- $4.1M
- Net assets
- $7.8M
What United Way of Monterey County does
Mission
Our Mission is Connecting people, partners, and pathways to improve lives across Monterey County.
As stated on its FY2025 Form 990.
Programs
On its FY2024 return the organization reported starting a significant new program.
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…
Its own explanation, from Schedule O of that return (Part III, line 2).
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.
$863,329 spentof which $259,827 as grants30% of program spending211 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.
$550,991 spent19% of program spendingOther: 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.
$434,563 spentof which $136,579 as grants$5,801 earned by the program15% of program spendingAsset 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.
$434,444 spentof which $43,000 as grants15% of program spendingCommunity 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.
$400,938 spent$377,833 earned by the program14% of program spendingHousing 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.
$178,050 spentof which $30,560 as grants6% of program spending
The 6 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $2,862,315.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $6.2M to $14M (+117%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 11% · 2018 15% · 2019 10% · 2020 11% · 2021 73% · 2022 92% · 2023 78% · 2024 59% · 2025 31%. Grants only. Government contracts and fees sit inside program revenue.
86% of UNITED WAY OF MONTEREY COUNTY’s revenue is contributions — more donation-reliant than the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Katy Castagna
President & CEO
Board chair
Deacon Warren Hoy
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 8 funders to 17 funders, grant income rose $411k → $650k.
9 of 46 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of UNITED WAY OF MONTEREY COUNTY’s funders (the co-funder graph). Top 30 of 46 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNITED WAY OF MONTEREY COUNTY has a broad base — no single funder exceeds 18% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
76% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF MONTEREY COUNTY.
Largest funder’s share by year: 2017 80% · 2018 37% · 2019 33% · 2020 17% · 2021 47% · 2022 36% · 2023 33% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
38% of UNITED WAY OF MONTEREY COUNTY's funders are still giving 3 years after their first grant; 48% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
95% of UNITED WAY OF MONTEREY COUNTY's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $756k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNITED WAY OF MONTEREY COUNTY is better cushioned than half of the 1,504 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Government funding UNITED WAY OF MONTEREY COUNTY receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $448k on record.
- Department of the Treasury$448k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like UNITED WAY OF MONTEREY COUNTY
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
71% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- 232 Monterey St LLC · disregarded
Screen this organization
A dated, signed PDF of the compliance screen for UNITED WAY OF MONTEREY COUNTY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNITED WAY OF MONTEREY COUNTY?
- UNITED WAY OF MONTEREY COUNTY (California) receives grants from 46 organizations whose IRS filings report $4,093,439 to it, the largest being MONTEREY PENINSULA FOUNDATION ($752,500). 22 of them have funded it in more than one year.
- How many funders does UNITED WAY OF MONTEREY COUNTY have?
- IRS filings report 46 organizations giving $4,093,439 in grants to UNITED WAY OF MONTEREY COUNTY, 22 of which have funded it in more than one year.
- Who is the largest funder of UNITED WAY OF MONTEREY COUNTY?
- MONTEREY PENINSULA FOUNDATION is the largest funder on record, with $752,500 in grants. The full list of funders is on this page.
- How can an organization like UNITED WAY OF MONTEREY COUNTY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 46 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing