MONUMENT IMPACT

EIN: 943370919 501(c)(3) Employment

CONCORD, CA

Total Revenue
$4,166,672
Total Expenses
$2,863,561
Total Assets
$4,240,522
Net Assets
$3,481,981
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
CA
Phone
9256828248
Tax Period
2023-01-01 to 2023-12-31

MONUMENT IMPACT, founded in 2001, is a community nonprofit in the Employment sector that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 31% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $937,098

COMMUNITY ENGAGEMENT PROGRAMS HELP LOCAL RESIDENTS BUILD THEIR LEADERSHIP CAPACITY FOR ENGAGING KEY ISSUES SUCH AS IMMIGRANT RIGHTSAND HOUSING JUSTICE THAT IMPACT THEIR FAMILIES AND IMPROVING THE...

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COMMUNITY ENGAGEMENT PROGRAMS HELP LOCAL RESIDENTS BUILD THEIR LEADERSHIP CAPACITY FOR ENGAGING KEY ISSUES SUCH AS IMMIGRANT RIGHTSAND HOUSING JUSTICE THAT IMPACT THEIR FAMILIES AND IMPROVING THE COMMUNITY. COMMUNITY ENGAGEMENT PROGRAM HAVE SERVED AND OUTREACH 3027 RESIDENTS IN THE IMMIGRANT COMMUNITY THROUGH TENANTS LEGAL CLINICS, COMMUNITY ORGANIZING, HOUSING JUSTICE FORUMS, AND TENANTS RIGHTS RESOURCES. SOCIAL MEDIA REACHED OVER 45,000 PEOPLE. MI WAS ABLE TO SERVE 72 DAY LABOR MEMBERS, 32 OF THE MEMBERS OBTAINED FULLTIME PERMANENT JOBS AND FACILITATING A TOTAL 13,266 DAILY JOB PLACEMENTS.

Program 2
Expenses: $623,220

ELEVATE CONCORD - IN PARTNERSHIP WITH THE CITY OF CONCORD, MONUMENT IMPACT (MI) RECEIVED $1.5M IN ARPA FUNDING TO SUPPORT ELEVATE CONCORD, A TWO-YEAR PROGRAM. MI ALSO RECEIVED OTHER FUNDING FROM...

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ELEVATE CONCORD - IN PARTNERSHIP WITH THE CITY OF CONCORD, MONUMENT IMPACT (MI) RECEIVED $1.5M IN ARPA FUNDING TO SUPPORT ELEVATE CONCORD, A TWO-YEAR PROGRAM. MI ALSO RECEIVED OTHER FUNDING FROM PARTNERS, THE LATINO COMMUNITY FOUNDATION, Y&H SODA, AND COMMUNITY FINANCIAL RESOURCES. THE PROGRAM STABILIZED 120 FAMILIES BY PROVIDING $500 FOR 12 MONTHS + $2500 AT THE START. MI PARTNERED WITH UPTOGETHER TO HELP RANDOMLY SELECT THE FAMILIES BASED ON SPECIFIC CRITERIA TO ENSURE FAIRNESS AND TRANSPARENCY AND PROCESS THE MONTHLY PAYMENTS. THE REQUIRED PROGRAM CRITERIA WERE AS FOLLOWS: SINGLE PARENTS WHO ARE CONCORD RESIDENTS HAVE AT LEAST ONE CHILD UNDER 12 YEARS OLD EARNS $55,000 OR LESS ANNUALLY WE ARE WORKING WITH DR. ROSA MARIA STERNBERG ON A TWO (2) YEAR EVALUATION, WHICH INCLUDES BOTH QUALITATIVE AND QUANTITATIVE DATA COLLECTION, ENSURING A COMPREHENSIVE UNDERSTANDING OF THE PROGRAM'S EFFECTIVENESS. THE SURVEYS ARE SENT QUARTERLY, AND FAMILIES RECEIVE $35 FOR THEIR RESPONSES.

Program 3
Expenses: $489,861

ASSET BUILDING PROGRAMS - PROGRAMS FOCUS ON TECHNOLOGY SKILLS, PROFESSIONAL DEVELOPMENT, ESL, CONNECTING MEMBERS TO EMPLOYMENT OPPORTUNITIES, AND SUPPORTING EMERGING BUSINESS. WE OFFERED WORKFORNCE...

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ASSET BUILDING PROGRAMS - PROGRAMS FOCUS ON TECHNOLOGY SKILLS, PROFESSIONAL DEVELOPMENT, ESL, CONNECTING MEMBERS TO EMPLOYMENT OPPORTUNITIES, AND SUPPORTING EMERGING BUSINESS. WE OFFERED WORKFORNCE DEVELOPMENT TO 289 STUDENTS. 25 STUDENTS ENROLLED IN FARSI LANGUAGE TECHNOLOGY CLASSES. WE HELPED 16 NEW BUSINESSES GET LICENSED AND PROVIDED $20,000 IN CAPITAL GRANTS AND LICENSING FEES TO IMMIGRANT BUSINESS OWNERS SERVED BY EMERGING BUSINESS PROGRAM. CALWORKS PROGRAM SERVED 45 CLIENTS FOR THE YEAR.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,858,551
Program Service Revenue $240,661
Investment Income $0
Other Revenue $67,460
TOTAL REVENUE $4,166,672

Expense Breakdown

Grants Paid $510,408
Salaries & Benefits $1,340,488
Fundraising Expenses $148,070
Program Expenses $2,324,157
Other Expenses $1,012,665
TOTAL EXPENSES $2,863,561

Year-over-Year Comparison

2023 2022 Change
Revenue $4,166,672 $3,277,264 +0.3%
Expenses $2,863,561 $2,324,337 +0.2%
Net Income $1,303,111 $952,927 +0.4%
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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Governance

Voting Members
9
Independent Members
8
Employees
23
Volunteers
10

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
5
$135,000
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JUDITH ORTIZ Executive Dir. 40.00
Officer
$134,217 $783 $135,000
JOSEPH MARKUNAS CO-CHAIR 0.50
Officer Director
$0 $0 $0
PABLO BENAVENTE CO-CHAIR 0.50
Officer Director
$0 $0 $0
LETA SELETZKY Secretary 0.50
Officer Director
$0 $0 $0
ARMANDO RODRIGUEZ Treasurer 0.50
Officer Director
$0 $0 $0
WILLIAM GOODWIN BOARD MEMBER 0.50
Director
$0 $0 $0
KEVIN PEREAU BOARD MEMBER 0.50
Director
$0 $0 $0
CHARLENE TUCKERSON Board Member 0.50
Director
$0 $0 $0
MANOLO PASQUAL PLATIN MORALES BOARD MEMBER 0.50
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 $4,166,672 $2,863,561 $4,240,522 $1,303,111
2022 $3,277,264 $2,324,337 $3,010,523 $952,927
2021 $2,663,504 $2,384,373 $1,550,690 $279,131
2020 $3,365,278 $2,768,446 $1,143,619 $596,832
2019 $1,291,480 $1,193,206 $411,397 $98,274
2018 $1,060,166 $1,055,331 $308,982 $4,835
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