Civic Intelligence

Monument Impact

990 • Fiscal year 2018 • EIN 94-3370919

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profilewww.monumentimpact.org
1760 Clayton RoadConcord, CA 94520

(925) 682-8248

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.19x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

69th percentile

$101,000

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

57th percentile

3.0%

Faster asset growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

1.1%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$308,982

Up $8,982 (+3.0%) from 2017

Net Assets

Up

$251,706

Up $4,835 (+2.0%) from 2017

Liabilities

Up

$57,276

Up $4,147 (+7.8%) from 2017

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin42nd percentile

Revenue

Up

$1,060,166

Up $11,072 (+1.1%) from 2017

Expenses

Up

$1,055,331

Up $16,214 (+1.6%) from 2017

Net Income

Down

$4,835

Down $5,142 (-52%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $183,938Liabilities 2011: $23,000Net Assets 2011: $160,9382011Assets 2012: $464,140Liabilities 2012: $43,552Net Assets 2012: $420,5882012Assets 2013: $317,662Liabilities 2013: $32,003Net Assets 2013: $285,6592013Assets 2014: $221,515Liabilities 2014: $157,536Net Assets 2014: $63,9792014Assets 2015: $706,560Liabilities 2015: $68,785Net Assets 2015: $637,7752015Assets 2016: $318,874Liabilities 2016: $81,980Net Assets 2016: $236,8942016Assets 2017: $300,000Liabilities 2017: $53,129Net Assets 2017: $246,8712017Assets 2018: $308,982Liabilities 2018: $57,276Net Assets 2018: $251,7062018Assets 2019: $411,397Liabilities 2019: $61,417Net Assets 2019: $349,9802019Assets 2020: $1,143,619Liabilities 2020: $196,807Net Assets 2020: $946,8122020Assets 2021: $1,550,690Liabilities 2021: $324,747Net Assets 2021: $1,225,9432021Assets 2022: $3,010,523Liabilities 2022: $831,653Net Assets 2022: $2,178,8702022Assets 2023: $4,240,522Liabilities 2023: $758,541Net Assets 2023: $3,481,9812023Assets 2024: $4,464,907Liabilities 2024: $422,650Net Assets 2024: $4,042,2572024

Highlighted filing

2018

Assets$308,982
Liabilities$57,276
Net Assets$251,706
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $527,641Expenses 2011: $589,216Net Income 2011: -$61,5752011Revenue 2012: $1,442,107Expenses 2012: $1,182,457Net Income 2012: $259,6502012Revenue 2013: $1,257,997Expenses 2013: $1,392,926Net Income 2013: -$134,9292013Revenue 2014: $1,136,823Expenses 2014: $1,358,503Net Income 2014: -$221,6802014Revenue 2015: $2,136,850Expenses 2015: $1,563,054Net Income 2015: $573,7962015Revenue 2016: $1,131,167Expenses 2016: $1,532,048Net Income 2016: -$400,8812016Revenue 2017: $1,049,094Expenses 2017: $1,039,117Net Income 2017: $9,9772017Revenue 2018: $1,060,166Expenses 2018: $1,055,331Net Income 2018: $4,8352018Revenue 2019: $1,291,480Expenses 2019: $1,193,206Net Income 2019: $98,2742019Revenue 2020: $3,365,278Expenses 2020: $2,768,446Net Income 2020: $596,8322020Revenue 2021: $2,663,504Expenses 2021: $2,384,373Net Income 2021: $279,1312021Revenue 2022: $3,277,264Expenses 2022: $2,324,337Net Income 2022: $952,9272022Revenue 2023: $4,166,672Expenses 2023: $2,863,561Net Income 2023: $1,303,1112023Revenue 2024: $4,263,498Expenses 2024: $3,703,222Net Income 2024: $560,2762024

Highlighted filing

2018

Revenue$1,060,166
Expenses$1,055,331
Net Income$4,835
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,060,166
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$193,617$155,196▼ $38,421
Accounts Receivable$86,607$136,222▲ $49,615
Prepaid Expenses and Deferred Charges$9,747$10,732▲ $985
Loans From Officers Directors$10,000--
Savings and Temporary Cash Investments$3,290$2,702▼ $588
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$300,000$308,982▲ $8,982
Other Assets Total$6,739$4,130▼ $2,609
Liabilities
Accounts Payable and Accrued Expenses$37,259$53,502▲ $16,243
Other Liabilities$4,274$3,774▼ $500
Deferred Revenue$1,596--
Total Liabilities$53,129$57,276▲ $4,147
Net Assets / Fund Balance
Temporarily Rstr Net Assets$99,448$138,182▲ $38,734
Unrestricted Net Assets$147,423$113,524▼ $33,899
Total Net Assets Fund Balance$246,871$251,706▲ $4,835
Total Liabilities and Net Assets / Fund Balance$300,000$308,982▲ $8,982

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$140,007$140,007
Equipment-$34,534$34,534
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Debra BallingerExecutive DirectorFT$101,000$101,000

Board Members and Trustees

NameTitle
Laura SimpsonChair-Elect
Armando RodriguezBoard Member
Gene DolanBoard Member
Nichol CarranzaBoard Member
Pablo BenaventeBoard Member
Joseph MarkunasSecretary
Mike ChongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$832,633
Program Service Revenue
$226,975
Investment Income
$0
Other Revenue
$558
All Other Contributions
$646,708
Change in Net Assets
$4,835

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,060,166
Revenue Not Reported on Form 990
$36,600
Total Revenue per Audited Statements
$1,096,766
Total Revenue per Form 990
$1,060,166
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$686,010
Other Expenses$369,321
Total Fundraising Expense$68,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$361,341$90,884$37,689$489,914
Fees for Services Other$138,824-$11,827$150,651
Current Officers, Directors, Trustees, and Key Employees$74,493$18,737$7,770$101,000
Occupancy$66,390$19,110$250$85,750
Fees for Services Accounting$26,795$44,221-$71,016
Payroll Taxes$36,663$9,306$3,897$49,866
Other Employee Benefits$32,290$11,381$1,559$45,230
Office Expenses$7,586$11,413$2,245$21,244
Information Technology$38,704$-33,577$2,213$7,340
Insurance-$5,591-$5,591
All Other Expenses$1,529$389$585$2,503
Other Expenses$677$2,074$412$2,074
Total Functional Expenses$801,283$185,601$68,447$1,055,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,091,931
Expenses per Audited Statements$1,055,331
Total Expenses per Form 990$1,055,331
Expenses Not Reported on Form 990$36,600
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
Loans from Officers, Directors, Trustees, and Key Employees$10,000--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Labor emergency fund$3,774
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, 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.”

Filing and Contact Details

Filer

Filer Name
Monument Impact
EIN
94-3370919
Phone
9256828248
Address
1760 Clayton Road, Concord, CA 94520

Signing Officer

Name
Debra Ballinger
Title
Executive Director
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Ballinger
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
14
Volunteers
20

Preparer

Firm
Healy and Associates
Address
1200 CONCORD AVE STE 250, CONCORD, CA 94520-4939
Preparer
Husne Siddiqui-Khan
Phone
9256030800
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IRS990/MissionDesc0The 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.
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IRS990/PayrollTaxesGrp/TotalAmt049866
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09747
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010732
IRS990/PrincipalOfficerNm0Debra Ballinger
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0WORKFORCE DEVELOPMENT: Our Workforce Development programs offer a pathway to self-sufficiency and economic advancement. We offer beginning through advanced technology classes, including a 22-week Career Track course which integrates ESL and professional development with a focus on building skills for higher paying jobs and promotions. We also help small business owners in Concord to formalize their businesses. We also provide training for refugees with limited English skills through CalWORKS to help them enter the workforce. Our Day Labor program connects employers with workers and ensures a strong hourly wage and greater financial independence. We served 221 people in Workforce programs in 2018 and placed our Day Laborers in 11,300 daily job placements.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0269135
IRS990/ProgSrvcAccomActy3Grp/Desc0HEALTHY COMMUNITY: Through multiple programs that promote an overall healthy quality of life, Monument Impact offers more than 20 free physical activity classes every week in the parks and health coaching. We train community members to serve as health promoters. Our evidence-based group mental health program called positive minds in action is led by community health promoters and designed to reach Spanish-speaking community members of Concord who self-identity as living with stress and depression. We also work with the county on tobacco prevention policy to prevent low-income communities of color and youth from being targeted by advertising of flavored tobacco products. Our Healthy Community programs served 405 people in 2018.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Whenever 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.

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$308,982
Liabilities
$57,276
Net assets
$251,706
Revenue
$1,060,166
Expenses
$1,055,331
Net income
$4,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.46$0.42$4.04$4.26$3.70$0.56
2023Detailed filing. Detailed filing data is available for this year.$4.24$0.76$3.48$4.17$2.86$1.30
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.83$2.18$3.28$2.32$0.95
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.32$1.23$2.66$2.38$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.20$0.95$3.37$2.77$0.60
2019Detailed filing. Detailed filing data is available for this year.$0.41$0.06$0.35$1.29$1.19$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$1.06$1.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.05$0.25$1.05$1.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.08$0.24$1.13$1.53$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.07$0.64$2.14$1.56$0.57
2014Detailed filing. Detailed filing data is available for this year.$0.22$0.16$0.06$1.14$1.36$0.22
2013Summary only. Only limited summary data is available for this year.$0.32$0.03$0.29$1.26$1.39$0.13
2012Summary only. Only limited summary data is available for this year.$0.46$0.04$0.42$1.44$1.18$0.26
2011Summary only. Only limited summary data is available for this year.$0.18$0.02$0.16$0.53$0.59$0.06