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Community Development : United Ways

United Way of Monterey County

Live United

three stars

87.35

60 Garden Court Suite 350
Monterey, CA 93940
tel: (831) 372-8026   Web Site
EIN: 94-1322169

Board Leadership
Doug Yount
Chair

CEO
Katy Castagna
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 87.35 three stars
  Financial 82.12 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.

United Way Monterey County was incorporated on June 30, 2000 as a result of a merger between United Way of the Monterey Peninsula (founded 1929) and United Way of the Salinas Valley (founded 1944). Our mission is to engage the community and focus resources to improve lives in Monterey County. We are a locally governed organization that identifies and addresses the most critical issues and needs of the people within our community.

United Way Monterey County was incorporated on June 30, 2000 as a result of a merger between United Way of the Monterey Peninsula (founded 1929) and United Way of the Salinas Valley (founded 1944). Our mission is to engage the community and focus resources to improve lives in Monterey County. We are a locally governed organization that identifies and addresses the most critical issues and needs of the people within our community.

Impact Information

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This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

82.12

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2020 and includes data from FY2019, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
71.6%
  Administrative Expenses 15.2%
  Fundraising Expenses 13.0%
  Fundraising Efficiency $0.11
  Working Capital Ratio (years) 1.52
  Program Expenses Growth -1.1%
  Liabilities to Assets 15.6%
All data for Financial Performance Metrics calculations was provided by United Way of Monterey County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Monterey County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monterey County (CA) 87.35 three stars
Capital Area United Way, Louisiana (LA) 91.86 four stars
United Way of San Diego County (CA) 88.72 three stars
United Way of Champaign County (IL) 89.42 three stars
United Way of Mower County (MN) 87.05 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,858,629
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $327,547
Total Contributions $3,186,176
   Program Service Revenue $12,314
Total Primary Revenue $3,198,490
   Other Revenue $60,096
TOTAL REVENUE $3,258,586
   
EXPENSES  
   Program Expenses $1,833,363
   Administrative Expenses $412,439
   Fundraising Expenses $368,849
TOTAL FUNCTIONAL EXPENSES $2,614,651
   
Payments to Affiliates $0
Excess (or Deficit) for the year $643,935
   
Net Assets $4,080,622

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Early Care and Education $637,755 34.8%
Asset Building Activities $350,062 19.1%
2-1-1 $327,461 17.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 06/01/2020 87.35 three stars
2018-06 10/01/2019 87.02 three stars
2017-06 06/01/2018 87.67 three stars
2016-06 06/01/2017 87.97 three stars
2015-06 08/01/2016 82.99 three stars
2015-06 07/01/2016 82.76 three stars
2014-06 06/01/2016 82.95 three stars
 
CN 2.0
2014-06 10/01/2015 77.07 two stars
2013-06 06/01/2014 81.97 three stars
2012-06 07/01/2013 86.57 three stars
2011-06 10/01/2012 82.43 three stars
2011-06 06/01/2012 82.24 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-1322169
Name in IRS Master File UNITED WAY OF MONTEREY COUNTY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
(927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1953
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$129,348 4.94% Katy Castagna President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monterey County (CA) 87.35 three stars
Town of Palm Beach United Way (FL) 99.54 four stars
United Way of Champaign County (IL) 89.42 three stars
United Way of McLean County (IL) 85.10 three stars
United Way of Portage County, WI (WI) 99.57 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

United Way of Monterey County
60 Garden Court
Suite 350
Monterey, CA 93940
tel: (831) 372-8026
fax: (831) 372-4945
EIN: 94-1322169

Visit Web Site

Board Leadership

Doug Yount
Chair

CEO

Katy Castagna
President, CEO

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