MONUMENT IMPACT (EIN 943370919) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$135,000

Total Directors

Key Employees

Highest Compensated

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

MONUMENT IMPACT