Monument Impact

“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.”

“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.”

“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.”

“Federal Tax Returns are available at guidestar.org & charitynavigator.org.”

“Governing documents are available for public inspection at the principal place of business.The organization's financial statements are available upon request.”

“Added a new program Diabetes under Healthy Community. DEEP: Diabetes Empowerment Education ProgramDEEP is a diabetes self-management program that has been shown to be successful in helping participants take control of their disease and reduce the risk of complications. This program targets low-income and immigrant populations and is free of charge for the participants.”

“OTHER PROGRAM SERVICES 4: 2019 Organizational Update2019 was a pivotal year for Monument Impact. We strengthened the Board of Directors, increased their fundraising participation, and they developed a Give/Get Policy for themselves: $1,000 personal gift with a commitment to raise an additional $7,000 each.We ended the year with a small reserve and the Board is committed to growing that reserve over the next two years to ensure we have 2-3 months operating expenses. We closed on a line of credit with Community Vision, which we have not needed to draw on.In 2019, we also laid the groundwork for upgrading our technology with new computers for staff and a move to the Cloud, scheduled to be completed mid-2020.We were able to secure a number of new sources of foundation grants and professional fee income, including new support from the San Francisco Foundation and support from an Irvine Foundation/Tides Initiative, in addition to a new state CPUC contract.We had two staff members transition out of Monument Impact to new jobs, but we were able to swiftly fill the openings from within our community.As mentioned above, we grew a number of key programs and expanded some services to East Contra Costa.In 2019, Monument Impact served over 4,300 community members in multiple programs.Leadership Class 53Tenant's Clinic 61Technology 345CalWorks 44New Businesses Supported 14Day Labor 76Monument Moves 220Mentes Positivas en Accin 131Diabetes Workshops (2) 26Immigration 1119STCC 935Resource and Referral 1382Total 4350Other Program Highlights:Monument Shuttle Rides 11967Day Labor Daily Job Placements 11233Day Labor # of full/part-time jobs 293Day Labor Leadership Trainings - participants 64”