Civic Intelligence

Monument Legacy Inc.

990 • Fiscal year 2022 • EIN 84-4708521

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization ProfileN/A
1950 E Greyhound Pass 18-135Carmel, IN 46033

(312) 505-8597

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

432%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

2nd percentile

-48%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,082,034

Down $1,924,868 (-48%) from 2021

Net Assets

Down

$2,082,034

Down $1,924,868 (-48%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$445,306

Down $953,880 (-188%) from 2021

Expenses

Up

$1,479,562

Up $917,260 (+163%) from 2021

Net Income

Down

-$1,924,868

Down $1,871,140 (-3483%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2020: $3,843,449Liabilities 2020: $0Net Assets 2020: $3,843,4492020Assets 2021: $4,006,902Liabilities 2021: $0Net Assets 2021: $4,006,9022021Assets 2022: $2,082,034Liabilities 2022: $0Net Assets 2022: $2,082,0342022Assets 2023: $2,453,243Liabilities 2023: $0Net Assets 2023: $2,453,2432023Assets 2024: $776Liabilities 2024: $0Net Assets 2024: $7762024

Highlighted filing

2022

Assets$2,082,034
Liabilities$0
Net Assets$2,082,034
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2020: $3,979,848Expenses 2020: $144,212Net Income 2020: $3,835,6362020Revenue 2021: $508,574Expenses 2021: $562,302Net Income 2021: -$53,7282021Revenue 2022: -$445,306Expenses 2022: $1,479,562Net Income 2022: -$1,924,8682022Revenue 2023: $389,992Expenses 2023: $117,542Net Income 2023: $272,4502023Revenue 2024: $117,660Expenses 2024: $2,568,930Net Income 2024: -$2,451,2702024

Highlighted filing

2022

Revenue-$445,306
Expenses$1,479,562
Net Income-$1,924,868
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,864,125
Mission and Program Overview

Mission

The organization principally exists to (a) provide donors with a method to support the causes, charities, and other permissable 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, and 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.

The organization principally exists to (a) provide donors with a method to support the causes, charities, and other permissable 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,006,902$2,082,034▼ $1,924,868
Investments in Publicly Traded Securities$3,997,925$2,078,369▼ $1,919,556
Cash and Non-Interest-Bearing Accounts$8,977$3,665▼ $5,312
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,006,902$2,082,034▼ $1,924,868
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,006,902$2,082,034▼ $1,924,868
Total Liabilities and Net Assets / Fund Balance$4,006,902$2,082,034▼ $1,924,868
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Chris BaronDirector
Daniel StarrDirector
Matthew MohlmanExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$79,425
Program Service Revenue
$6,952
Investment Income
$-531,683
Other Revenue
$0
All Other Contributions
$79,425
Change in Net Assets
$-1,924,868
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,468,079
Other Expenses$11,483
Total Fundraising Expense$7,508
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,468,079--$1,468,079
Fees for Services Other--$5,800$5,800
Fees for Services Accounting-$2,150-$2,150
Advertising--$394$394
Other Expenses-$318$310$310
All Other Expenses--$305$305
Travel--$99$99
Conferences and Meetings--$37$37
Total Functional Expenses$1,468,079$3,975$7,508$1,479,562
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
National Christian FoundationAlpharetta, GA-General purpose$704,541
Fidelity CharitableCincinnati, OH-General purpose$701,138
International NeedsHudsonville, MI-General purpose$50,000
St Vincent de PaulFort Wayne, IN-General purpose$10,400
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing, the return is provided to the governing body for review and approval.”

Form 990, Part VI, Section B, Line 12C

“Officers are required to sign a conflict of interest annually. If there is a conflict, that officer is not allowed to vote.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Monument Legacy Inc
EIN
84-4708521
Phone
3125058597
Address
1950 E Greyhound Pass 18-135, Carmel, IN 46033

Signing Officer

Name
Matthew Mohlman
Title
Executive Director
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Mohlman
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Zac Mabry LLC
Address
750 N Saint Paul St STE 250 PMB 883, Dallas, TX 75201
Preparer
Zachary Mabry
Phone
9729051040
Raw XML AppendixShowing 400 of 401 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization principally exists to (a) provide donors with a method to support the causes, charities, and other permissable 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.
IRS990/AdvertisingGrp/FundraisingAmt0394
IRS990/AdvertisingGrp/TotalAmt0394
IRS990/AllOtherContributionsAmt079425
IRS990/AllOtherExpensesGrp/FundraisingAmt0305
IRS990/AllOtherExpensesGrp/TotalAmt0305
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Matthew Mohlman
IRS990/BooksInCareOfDetail/PhoneNum03125058597
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01950 E Greyhound Pass Ste 18-135
IRS990/BooksInCareOfDetail/USAddress/CityNm0Carmel
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046033
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt08977
IRS990/CashNonInterestBearingGrp/EOYAmt03665
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt037
IRS990/ConferencesMeetingsGrp/TotalAmt037
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt079425
IRS990/CYGrantsAndSimilarPaidAmt01468079
IRS990/CYInvestmentIncomeAmt0-531683
IRS990/CYOtherExpensesAmt011483
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06952
IRS990/CYRevenuesLessExpensesAmt0-1924868
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01479562
IRS990/CYTotalFundraisingExpenseAmt07508
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-445306
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The various funds were established by the donor for the exclusive purpose of providing contributions and grants to public charities.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01468079
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02150
IRS990/FeesForServicesAccountingGrp/TotalAmt02150
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt05800
IRS990/FeesForServicesOtherGrp/TotalAmt05800
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Chris Baron
IRS990/Form990PartVIISectionAGrp/PersonNm1Daniel Starr
IRS990/Form990PartVIISectionAGrp/PersonNm2Matthew Mohlman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-583706
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt01468079
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01468079
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01468079
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02725725
IRS990/GrossReceiptsAmt02864125
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt052023
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt052023
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03997925
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02078369
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03309431
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization principally exists to (a) provide donors with a method to support the causes, charities, and other permissable 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04006902
IRS990/NetAssetsOrFundBalancesEOYAmt02082034
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-583706
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-583706
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Meals
IRS990/OtherExpensesGrp/Desc2Other expenses
IRS990/OtherExpensesGrp/Desc3Web services and software
IRS990/OtherExpensesGrp/FundraisingAmt0563
IRS990/OtherExpensesGrp/FundraisingAmt1310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01507
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1318
IRS990/OtherExpensesGrp/TotalAmt01507
IRS990/OtherExpensesGrp/TotalAmt1563
IRS990/OtherExpensesGrp/TotalAmt2318
IRS990/OtherExpensesGrp/TotalAmt3310
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Matthew Mohlman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0Fund Management Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06952
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt050
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0527641
IRS990/PYInvestmentIncomeAmt0491799
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt034661
IRS990/PYProgramServiceRevenueAmt016725
IRS990/PYRevenuesLessExpensesAmt0-53728
IRS990/PYTotalExpensesAmt0562302
IRS990/PYTotalRevenueAmt0508574
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-1924868
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04006902
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02082034
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03661708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03741183
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt052023
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052023
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023677
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt03737622
IRS990ScheduleA/SubstantialContributorsTotAmt03561
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03661708
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03741183
IRS990ScheduleA/TotalSupportAmt03793206
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt079425
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01467079
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt02082034
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0701138
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt2704541
IRS990ScheduleI/RecipientTable/CashGrantAmt310400
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General purpose
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General purpose
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General purpose
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General purpose
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Fidelity Charitable
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1International Needs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2National Christian Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3St Vincent de Paul
IRS990ScheduleI/RecipientTable/RecipientEIN0110303001
IRS990ScheduleI/RecipientTable/RecipientEIN1911080666
IRS990ScheduleI/RecipientTable/RecipientEIN2581493949
IRS990ScheduleI/RecipientTable/RecipientEIN3351003124
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 770001
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15570 32nd Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt211625 Rainwater Dr Suite 500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31502 E Wallen Rd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cincinnati
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Hudsonville
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Alpharetta
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Fort Wayne
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045277
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149426
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230009
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd346825
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Prior to filing, the return is provided to the governing body for review and approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Officers are required to sign a conflict of interest annually. If there is a conflict, that officer is not allowed to vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Documents are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04006902
IRS990/TotalAssetsEOYAmt02082034
IRS990/TotalAssetsGrp/BOYAmt04006902
IRS990/TotalAssetsGrp/EOYAmt02082034
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07508
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03975
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01468079
IRS990/TotalFunctionalExpensesGrp/TotalAmt01479562
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04006902
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02082034
IRS990/TotalProgramServiceExpensesAmt01468079
IRS990/TotalProgramServiceRevenueAmt06952
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-524731
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-445306
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04006902
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02082034
IRS990/TravelGrp/FundraisingAmt099
IRS990/TravelGrp/TotalAmt099
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01950 E Greyhound Pass 18-135
IRS990/USAddress/CityNm0Carmel
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046033
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Matthew Mohlman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monument Legacy Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONU
ReturnHeader/Filer/EIN0844708521
ReturnHeader/Filer/PhoneNum03125058597
ReturnHeader/Filer/USAddress/AddressLine1Txt01950 E Greyhound Pass 18-135
ReturnHeader/Filer/USAddress/CityNm0Carmel
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046033
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810756309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Zac Mabry LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0750 N Saint Paul St STE 250 PMB 883
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09729051040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary Mabry
ReturnHeader/ReturnTs02023-11-15T19:47:29-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Matthew
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mohlman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,082,034
Liabilities
$0
Net assets
$2,082,034
Revenue
-$445,306
Expenses
$1,479,562
Net income
-$1,924,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.12$2.57$2.45
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.39$0.12$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.45$1.48$1.92
2021Summary only. Only limited summary data is available for this year.$4.01$0.00$4.01$0.51$0.56$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$3.98$0.14$3.84