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Nonprofit · EIN 94-3370919

MONUMENT IMPACT

Tax-exempt · CONCORD, CA 94520

Financials

$4.2M$2.9M2023$4.3M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of MONUMENT IMPACT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,263,498$3,703,222$560,276$4,464,907$422,650$4,042,257
December 31, 2023990$4,166,672$2,863,561$1,303,111$4,240,522$758,541$3,481,981
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,748,992
Membership dues
$5,450
Program service revenue
$354,941
Investment income
$0
Net income from fundraising events
$66,233
Other revenue
$159,565

Expenses

Grants and similar amounts paid
$1,265,285
Compensation of officers, directors and key employees
$137,363
Other salaries and wages
$1,143,184
Salaries, compensation and benefits (total)
$1,482,581
Professional fundraising fees
$0
Occupancy
$39,901
Program services (functional)
$3,143,433
Management and general (functional)
$436,999
Fundraising (functional)
$122,790

Balance sheet and other

Total assets, start of year
$4,240,522
Total assets, end of year
$4,464,907
Total liabilities, end of year
$422,650
Net assets, end of year
$4,042,257
Land, buildings and equipment
$757
Net assets without donor restrictions
$2,558,226
Net assets with donor restrictions
$1,484,031
Gross receipts
$4,306,079
Employees
21
Volunteers
17
Year formed
2001
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JUDITH ORTIZExecutive Dir.
Officer
40$137,363
JAMIE ELMASUCO-CHAIR
Trustee or director, Officer
0.5$0
JUAN PABLO BENAVENTECO-CHAIR
Trustee or director, Officer
0.5$0
VICTOR TIGLAOBOARD MEMBER
Trustee or director
0.5$0
ARMANDO RODRIGUEZTreasurer
Trustee or director, Officer
0.5$0
WILLIAM GOODWINBOARD MEMBER
Trustee or director
0.5$0
KEVIN PEREAUBOARD MEMBER
Trustee or director
0.5$0
LYNN PHANBoard Member
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
JUDITH ORTIZExecutive Dir.
Officer
40$134,217$783
JOSEPH MARKUNASCO-CHAIR
Trustee or director, Officer
0.5$0$0
PABLO BENAVENTECO-CHAIR
Trustee or director, Officer
0.5$0$0
LETA SELETZKYSecretary
Trustee or director, Officer
0.5$0$0
ARMANDO RODRIGUEZTreasurer
Trustee or director, Officer
0.5$0$0
WILLIAM GOODWINBOARD MEMBER
Trustee or director
0.5$0$0
KEVIN PEREAUBOARD MEMBER
Trustee or director
0.5$0$0
CHARLENE TUCKERSONBoard Member
Trustee or director
0.5$0$0
MANOLO PASQUAL PLATIN MORALESBOARD MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
1760 CLAYTON RD, CONCORD, CA 94520-2700
Signed the 990
JUDITH ORTIZ, Executive Director
Phone
(925) 682-8248
Return prepared by
Maze & Associates

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3370919 or by the name MONUMENT IMPACT.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

OUR MISSION IS TO SERVE AS AN ADVOCATE AND RESOURCE IN CONTRA COSTA COUNTY THAT GUIDES, EDUCATES, AND CONNECTS LOW-INCOME COMMUNITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • COMMUNITY ENGAGEMENT PROGRAMS HELP LOCAL RESIDENTS BUILD THEIR LEADERSHIP CAPACITY FOR ENGAGING KEY ISSUES SUCH AS IMMIGRANT RIGHTS AND 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.
    Expenses $1,198,356
  • 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.
    Expenses $894,870
  • ASSET BUILDING PROGRAMS - OUR PROGRAM EMPOWERS INDIVIDUALS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY THROUGH SKILL-BUILDING, CONFIDENCE, AND PERSONALIZED SUPPORT. We served 276 COMMUNITY MEMBERS to GAIN JOB-READY SKILLS, FROM BEGINNER TO ADVANCED LEVELS. CLASSES ARE OFFERED IN SPANISH, FARSI, AND ENGLISH, WITH ADVANCED SESSIONS INCLUDING PROFESSIONAL DEVELOPMENT AND MOCK INTERVIEWS. WE SUPPORTED 28 NEW BUSINESSES, AWARDED 15 MINI-GRANTS ($1,000$1,200), AND ISSUED 14 BUSINESS LOANS ($2,500$5,000). 44 CLIENTS RECEIVED EMPLOYMENT READINESS SUPPORT. 35 SECURED JOBS THROUGH JOB SEARCH AND PLACEMENT SERVICES.
    Expenses $510,154
  • HEALTHY COMMUNITIES PROGRAMS PROMOTE MENTAL HEALTH, PHYSICAL ACTIVITY, DIABETES MANAGEMENT, AND ACCESS TO HEALTH CARE. MI SERVED A TOTAL OF 293 IN HEALTHY COMMUNITY PROGRAM AND OUTREACH/CAMPAIGN 21,105 COMMUNITY MEMBERS. SOCIAL MEDIA REACHED 12,069 PEOPLE. HEALTHY COMMUNITIES PROGRAM HAD 19 ACTIVE HEALTH PROMOTERS.
    Expenses $316,401
  • RENTAL AND RECOVERY FUND IN 2020 THE EMERGENCY RELIEF & RECOVERY FUND WAS ESTABLISHED TO RESPOND TO COVID-19 PANDEMIC AND ITS IMPACT ON LOW INCOME IMMIGRANTS AND THEIR FAMILIES EXPERIENCING JOB LOSS. IN 2022 MONUMENT IMPACT DISTRIBUTED A TOTAL OF $25,196 IN RENTAL ASSISTANCE AND DIRECT AID TO 19 PEOPLE.
    Expenses $223,652

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
94-3370919
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J20)
Assets (IRS master file)
$4,464,907
Income (IRS master file)
$4,306,079

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,263,498$3,703,222$4,464,907IRS
990December 2023$4,166,672$2,863,561$4,240,522XML
990December 2022$3,277,264$2,324,337$3,010,523IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3370919).

Questions about MONUMENT IMPACT

What is the EIN of MONUMENT IMPACT?
The employer identification number (EIN) of MONUMENT IMPACT is 94-3370919.
Is MONUMENT IMPACT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to MONUMENT IMPACT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONUMENT IMPACT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONUMENT IMPACT due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONUMENT IMPACT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of MONUMENT IMPACT?
The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $137,363 (JUDITH ORTIZ, Executive Dir.).
How much revenue does MONUMENT IMPACT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,263,498, expenses of $3,703,222 and total assets of $4,464,907 at year end.

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