TPhilanthropy, Voluntarism & GrantmakingEIN: 941322169· Ruling Year: 1953

United Way Of Monterey County

Salinas, California

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 30 peers in Philanthropy, Voluntarism & Grantmaking with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.64×
Peer Median15.61×
💰
$11.9M
Total Revenue
📊
$11.7M
Total Expenses
🏦
$7.5M
Net Assets
📋
$4.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-72.9%
Year-over-year change (2022 → 2023)
Net Margin
+2.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.64
Net assets divided by total expenses
Liabilities-to-Assets
38.4%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,936,27573%$11,656,14173%$12,099,15927%
2022$44,052,409444%$42,496,215445%$16,475,55522%
2021$8,095,454118%$7,802,442207%$13,516,071117%
2020$3,708,53314%$2,545,1703%$6,230,96529%
2019$3,258,58649%$2,614,6519%$4,837,53632%
2018$2,185,00033%$2,404,0118%$3,660,4506%
2017$3,264,4061%$2,614,4044%$3,904,39519%
2016$3,298,8887%$2,515,05614%$3,267,60424%
2015$3,073,1217%$2,934,89310%$2,626,2785%
2014$3,299,2457%$3,277,4819%$2,505,8784%
2013$3,555,03010%$3,607,622$2,612,5492%
2012$3,242,18815%$3,614,2066%$2,654,74512%
2011$3,814,879$3,825,276$3,003,409

Frequently Asked Questions

What does United Way Of Monterey County do?

United Way Of Monterey County is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T70 and is registered as a 501(c) tax-exempt organization with the IRS.

Is United Way Of Monterey County financially healthy?

Based on our 9-metric Financial Health Score model, United Way Of Monterey County has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does United Way Of Monterey County generate?

United Way Of Monterey County reports $5.7M in annual revenue and holds $10.7M in total assets, based on IRS filings.

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