Monument Legacy Inc (EIN 844708521) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

MATTHEW MOHLMAN

Tax Period

2023-01-01 to 2023-12-31

Monument Legacy Inc, founded in 2021, is a small nonprofit in the Arts, Culture & Humanities sector that reported $390K in total revenue in fiscal year 2023. The organization ran a surplus of $272K, a strong 70% operating margin.

Mission

The organization principally exists to a provide donors with a method to support the causes charities and other permissible tax exempt activities of their choice through unique and atypical donations that require additional support from the organization to effectuate; b help donors connect and get involved with the charities to which they donate; and c provide donors with a simple effective way to make donations in order to increase donations being made around the country; d pursue any other purpose permitted to be pursued by a charity.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $200,930

Program Service Revenue $0

Investment Income $189,062

Other Revenue $0

TOTAL REVENUE $389,992

Expense Breakdown

Grants Paid $91,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $91,900

Other Expenses $25,642

TOTAL EXPENSES $117,542

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,992	$-445,306	-1.9%
Expenses	$117,542	$1,479,562	-0.9%
Net Income	$272,450	$-1,924,868	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Matthew Mohlman	Executive Director	20.00	Officer Director	$0	$0	$0
Chris Baron	Director	3.00	Director	$0	$0	$0
Daniel Starr	Director	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$389,992	$117,542	$2,453,243	$272,450
2022	$-445,306	$1,479,562	$2,082,034	$-1,924,868
2021	$508,574	$562,302	$4,006,902	$-53,728
2020	$3,979,848	$144,212	$3,843,449	$3,835,636

Monument Legacy Inc