MONUMENT IMPACT: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MONUMENT IMPACT (EIN 94-3370919)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-29
- IRS object ID
- 202033039349301943
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T13:50:09-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811489821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALY AND ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CONCORD AVE STE 250 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943370919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monument Impact | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONU | BusinessNameControlTxt |
| Phone | 9256828248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 Clayton Road | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debra Ballinger | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Husne Siddiqui-Khan | PreparerPersonNm |
| PTIN | P01958878 | PTIN |
| Phone | 9256030800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Debra Ballinger | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 Clayton Road | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,291,480 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.monumentimpact.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Monument Impact is to ensure that immigrants, refugees and low income residents in Concord and surrounding communities have the voice, tools and relationships for an equitable share of the social and economic wealth in our region. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $832,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $744,245 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $226,975 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $547,217 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $558 | PYOtherRevenueAmt |
| CY Other Revenue | $18 | CYOtherRevenueAmt |
| PY Total Revenue | $1,060,166 | PYTotalRevenueAmt |
| CY Total Revenue | $1,291,480 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $686,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $787,152 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $69,781 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $369,321 | PYOtherExpensesAmt |
| CY Other Expenses | $406,054 | CYOtherExpensesAmt |
| PY Total Expenses | $1,055,331 | PYTotalExpensesAmt |
| CY Total Expenses | $1,193,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,835 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $98,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $308,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,397 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,417 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,706 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $349,980 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MONUMENT IMPACTS MISSION IS TO ACTIVELY ENGAGE RESIDENTS IN TRAINING AND TOOLS THAT PROMOTE ECONOMIC SELF-SUFFICIENCY, HEALTH AND SAFETY, CIVIC ENGAGEMENT, COMMUNITY CONNECTIONS, AND LIFELONG LEARNING. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $421,319 | ExpenseAmt |
| Revenue | $547,217 | RevenueAmt |
| Desc | COMMUNITY ENGAGEMENT:In 2019, in response to the housing crisis and the significant numbers of community members who were receiving egregious rent increases or no cause eviction notices, we began to co-host monthly Tenants Clinics to provide pro bono legal support for Concord tenants. After advocating unsuccessfully for tenant protections in Concord, we focused on state housing bills, including AB 1482, which passed and mandates a rent cap of 5% plus CPI and Just Cause for Eviction. We also hired a Community Organizing Manager who started in January 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $349,813 | ExpenseAmt |
| Desc | WORKFORCE DEVELOPMENT: A one-year CPUC grant enabled Monument Impact to dramatically increase our Technology programming, adding evening and weekend classes and more than doubling the number of community members served. We have applied for a continuation of the program, and, if funded, would start in summer 2020. We also offered our first classes in Farsi to members of the Afghan community. Graduates of our advanced technology program averaged at $17/hour in their jobs in 2019. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $186,553 | ExpenseAmt |
| Desc | HEALTHY COMMUNITY: We expanded our Mental Health program, Mentes Positivas en Accin to East Contra Costa where we served 55 local residents in five classes held in Pittsburg and Antioch. Participation in Monument Moves grew and we added two Diabetes Workshops in partnership with John Muir Health. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $957,685 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Organization | PersonNm |
| Phone | 9256828248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 Clayton Road | AddressLine1Txt |
| City | Concord | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Debra Ballinger | |||||||
| Executive Dir. | 40.00 | 0.00 | Yes (X) | $106,015 | $0 | $0 | |
| Joseph Markunas | |||||||
| Co-Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Pablo Benavente | |||||||
| Co-Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Leta Seletzky | |||||||
| Secretary | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Armando Rodriguez | |||||||
| Treasurer | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James Bouquin | |||||||
| Board Member | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kevin Pereau | |||||||
| Board Member | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Nichol Carranza | |||||||
| Board Member | 0.50 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,015 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $744,245 | AllOtherContributionsAmt |
| Total Contributions | $744,245 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Contract income | 624100 | $317,006 | $317,006 |
| Program fees | 624100 | $230,211 | $230,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $547,217 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $18 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,291,480 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $547,235 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,015 | TotalAmt |
| Program Services | $84,169 | ProgramServicesAmt |
| Management And General | $15,633 | ManagementAndGeneralAmt |
| Fundraising | $6,213 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,982 | TotalAmt |
| Program Services | $443,793 | ProgramServicesAmt |
| Management And General | $82,426 | ManagementAndGeneralAmt |
| Fundraising | $32,763 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,702 | TotalAmt |
| Program Services | $49,502 | ProgramServicesAmt |
| Management And General | $13,194 | ManagementAndGeneralAmt |
| Fundraising | $2,006 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,453 | TotalAmt |
| Program Services | $45,402 | ProgramServicesAmt |
| Management And General | $8,576 | ManagementAndGeneralAmt |
| Fundraising | $3,475 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,526 | TotalAmt |
| Program Services | $66,526 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,702 | TotalAmt |
| Program Services | $92,487 | ProgramServicesAmt |
| Management And General | $27,570 | ManagementAndGeneralAmt |
| Fundraising | $18,645 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,386 | TotalAmt |
| Program Services | $15,102 | ProgramServicesAmt |
| Management And General | $18,528 | ManagementAndGeneralAmt |
| Fundraising | $756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,041 | TotalAmt |
| Program Services | $32,498 | ProgramServicesAmt |
| Management And General | -$21,527 | ManagementAndGeneralAmt |
| Fundraising | $70 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,243 | TotalAmt |
| Program Services | $86,466 | ProgramServicesAmt |
| Management And General | $4,889 | ManagementAndGeneralAmt |
| Fundraising | $4,888 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445 | TotalAmt |
| Management And General | $5,445 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Meetings, training and travel | $16,021 | $13,856 | $2,165 | |
| Internships | $6,443 | $6,443 | ||
| Fees and licenses | $4,652 | $198 | $4,454 | |
| Dues and subscriptions | $4,308 | $3,958 | $350 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,287 | TotalAmt |
| Program Services | $1,243 | ProgramServicesAmt |
| Management And General | $429 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,206 | TotalAmt |
| Program Services | $957,685 | ProgramServicesAmt |
| Management And General | $165,740 | ManagementAndGeneralAmt |
| Fundraising | $69,781 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,196 | BOYAmt |
| EOY | $206,157 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,702 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $57,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,222 | BOYAmt |
| EOY | $130,874 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,732 | BOYAmt |
| EOY | $13,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,541 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,541 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130 | BOYAmt |
| EOY | $4,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,982 | BOYAmt |
| EOY | $411,397 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,502 | BOYAmt |
| EOY | $59,143 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,774 | BOYAmt |
| EOY | $2,274 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,276 | BOYAmt |
| EOY | $61,417 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,524 | BOYAmt |
| EOY | $176,498 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,182 | BOYAmt |
| EOY | $173,482 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,706 | BOYAmt |
| EOY | $349,980 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,982 | BOYAmt |
| EOY | $411,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $98,274 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,064,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,068,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $983,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $746,245 | CurrentTaxYearAmt |
| Total | $5,703,322 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,600 | CurrentTaxYearAmt |
| Total | $169,800 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,094,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,098,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,020,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $877,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $782,845 | CurrentTaxYearAmt |
| Total | $5,873,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $173,216 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,699,906 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52 | CurrentTaxYearMinus3YearsAmt |
| Total | $90 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,064 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18 | CurrentTaxYearAmt |
| Total | $86,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,959,785 | TotalSupportAmt |
| Public Support CY170 | 0.95640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $140,007 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,007 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,534 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Labor emergency fund | Desc |
| Amt | $2,274 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,274 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,330,080 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $38,600 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $38,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,291,480 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,291,480 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,231,806 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $38,600 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $38,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,193,206 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,193,206 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2: New Services | Added a new program Diabetes under Healthy Community. DEEP: Diabetes Empowerment Education ProgramDEEP is a diabetes self-management program that has been shown to be successful in helping participants take control of their disease and reduce the risk of complications. This program targets low-income and immigrant populations and is free of charge for the participants. |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: 2019 Organizational Update2019 was a pivotal year for Monument Impact. We strengthened the Board of Directors, increased their fundraising participation, and they developed a Give/Get Policy for themselves: $1,000 personal gift with a commitment to raise an additional $7,000 each.We ended the year with a small reserve and the Board is committed to growing that reserve over the next two years to ensure we have 2-3 months operating expenses. We closed on a line of credit with Community Vision, which we have not needed to draw on.In 2019, we also laid the groundwork for upgrading our technology with new computers for staff and a move to the Cloud, scheduled to be completed mid-2020.We were able to secure a number of new sources of foundation grants and professional fee income, including new support from the San Francisco Foundation and support from an Irvine Foundation/Tides Initiative, in addition to a new state CPUC contract.We had two staff members transition out of Monument Impact to new jobs, but we were able to swiftly fill the openings from within our community.As mentioned above, we grew a number of key programs and expanded some services to East Contra Costa.In 2019, Monument Impact served over 4,300 community members in multiple programs.Leadership Class 53Tenant's Clinic 61Technology 345CalWorks 44New Businesses Supported 14Day Labor 76Monument Moves 220Mentes Positivas en Accin 131Diabetes Workshops (2) 26Immigration 1119STCC 935Resource and Referral 1382Total 4350Other Program Highlights:Monument Shuttle Rides 11967Day Labor Daily Job Placements 11233Day Labor # of full/part-time jobs 293Day Labor Leadership Trainings - participants 64 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The tax return is prepared by an outside accounting firm. After completion of said returns, the organization is sent a draft of the tax returns to be reviewed and examined. The organization makes copies of the returns and distributes to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the accountant who has prepared the return. If all items are found to be acceptable, an authorization is signed and provided to authorize the outside accounting firm to process, sign and provide copies of the returns to be filed (paper or electronically) with the designated governmental agencies. The tax returns are then signed by the organization, stamped and mailed with certified return receipt or the signed form 8879 is provided to the outside accounting firm allowing electronic filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Whenever any director, officer or staff member has a conflict of interest or a perceived conflict of interest with Monument Impact, he or she shall notify the board chair & / or CEO of such conflict in writing. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The process to determine compensation includes a review and approval by the Executive Committee of the Board of Directors. This process includes a report based on job description and goals, an independent review by the Board officers, updating and developing new annual goals, a meeting with the Executive Director, and a report to the Board of Directors. |
| Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection | Federal Tax Returns are available at guidestar.org & charitynavigator.org. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents are available for public inspection at the principal place of business.The organization's financial statements are available upon request. |
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