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Community Development : United Ways (Grantmaking)

United Way of Monterey County

Live United

three stars

87.67

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

Board Leadership
Brett Harrell
Chair

CEO
Katy Castagna
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 87.67 three stars
  Financial 82.57 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2018 and includes data from FY2017, 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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Financial

three stars

82.57

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2018 and includes data from FY2017, 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)
76.5%
  Administrative Expenses 13.5%
  Fundraising Expenses 9.8%
  Fundraising Efficiency $0.08
  Working Capital Ratio (years) 1.27
  Program Expenses Growth -9.0%
  Liabilities to Assets 7.2%
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) 87.67 three stars
United Way of West Tennessee (TN) 86.84 three stars
United Way of McLean County (IL) 86.39 three stars
United Way of Hunterdon County (NJ) 94.50 four stars
United Way of Southern Cameron County (TX) 94.10 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $2,816,320
   Federated Campaigns $53,398
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $370,412
Total Contributions $3,240,130
   Program Service Revenue $6,158
Total Primary Revenue $3,246,288
   Other Revenue $18,118
TOTAL REVENUE $3,264,406
   
EXPENSES  
   Program Expenses $1,952,658
   Administrative Expenses $374,391
   Fundraising Expenses $287,355
TOTAL FUNCTIONAL EXPENSES $2,614,404
   
Payments to Affiliates $0
Excess (or Deficit) for the year $650,002
   
Net Assets $3,620,085

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
Financial Stability $808,003 41.4%
2-1-1 $300,723 15.4%
Expanding Access to Quality Child Care $213,316 10.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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

Compensation % of Expenses Paid to Title
$119,600 4.57% Katy Castagna President & CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Monterey County (CA) 87.67 three stars
Greater Gallatin United Way (MT) 92.24 four stars
United Way of the Southern Tier (NY) 93.40 four stars
United Way of Northeast Georgia (GA) 87.47 three stars
United Way of Gaston County (NC) 90.49 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

Brett Harrell
Chair

CEO

Katy Castagna
President, CEO

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