United Way Of Monterey County
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 3,814,879 | 3,825,276 | −10,397 | 7.5 | 24% |
| 2012 | 3,242,188 | 3,614,206 | −372,018 | 6.7 | 24% |
| 2013 | 3,555,030 | 3,607,622 | −52,592 | 6.6 | 26% |
| 2014 | 3,299,245 | 3,277,481 | 21,764 | 7.5 | 29% |
| 2015 | 3,073,121 | 2,934,893 | 138,228 | 8.9 | 33% |
| 2016 | 3,298,888 | 2,515,056 | 783,832 | 14.1 | 34% |
| 2017 | 3,264,406 | 2,614,404 | 650,002 | 16.6 | 36% |
| 2018 | 2,185,000 | 2,404,011 | −219,011 | 17.1 | 41% |
| 2019 | 3,258,586 | 2,614,651 | 643,935 | 18.7 | 38% |
| 2020 | 3,708,533 | 2,545,170 | 1,163,363 | 24.7 | 42% |
| 2021 | 8,095,454 | 7,802,442 | 293,012 | 8.8 | 16% |
| 2022 | 44,052,409 | 42,496,215 | 1,556,194 | 2.0 | 3% |
| 2023 | 11,936,275 | 11,656,141 | 280,134 | 7.7 | 13% |
In its most recent public year (2023), this organization brought in $280,134 more than it spent. Its reserves stood at about 7.7 months of spending. Staff pay was 13% of spending. $588,675 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
United Way Of Monterey County's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works