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.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$112K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $738K a year · 21% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$112K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $60K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$197K
17% of total assets
Looks good: liabilities are 17% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.4M
Spent
$2.8M
To programs
89%
Net assets
$947K
By yearFY2020–FY2024
Revenue
$3.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$2.7M
FY2022$3.3M
FY2023$4.2M
FY2024$4.3M
Expenses
$2.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$2.4M
FY2022$2.3M
FY2023$2.9M
FY2024$3.7M
Net assets
$947K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$947K
FY2021$1.2M
FY2022$2.2M
FY2023$3.5M
FY2024$4.0M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $2.5M Management & general 8% · $229K Fundraising 3% · $82K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $112K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$112,190Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Judith Ortiz’s $137K as Executive Dir. is at the 57th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Judith Ortiz$137,363$134,217———
Debra Ballinger——$94,759$115,530$112,190

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Monument Impact executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers immigrants, refugees, and low-income residents to access social and economic opportunities.

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Provided by the organization

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3 programs · $2.3M · in their own filed words · FY2020
01

In 2020 the emergency relief & recovery fund was established to respond to THECOVID-19 pandemic. The program provides emergency financial support and rentalassistance to vulnerable immigrants and their families who are affected by THECOVID-19 pandemic.

$1.5Mprogram expense
02

Community engagement programs help local residents build their leadership capacity for engaging on key issues such as immigrant rights and housing justice that impact their families and for improving the community.

$513Kprogram expense
03

Workforce development programs focus on technology skills, professional development, esl, connecting community members to employment opportunities, and supporting emerging businesses. We served 186 people in mis first remote technology classes, teaching parents how to use technology to help their children in remote learning.

$278Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$60K
Grants paid · 27 grants · $2.7M · 2021–2024
UptogetherFY2024$600,000
Unitemized GrantFY2024$230,289
Working Partnership USAFY2024$110,700
Unitemized GrantFY2024$96,275
Individual RecipientFY2024$50,000
Sacred Heart Community ServicFY2024$40,000
North Bay Organizing ProjectCA · FY2024$40,000
Groundworks Campaigns INCFY2024$33,000
Unitemized GrantFY2024$4,321
UptogetherFY2023$420,000
Unitemized GrantFY2023$29,371
Unitemized GrantFY2023$27,695
Sacred Heart Community ServicFY2023$16,000
North Bay Organizing ProjectCA · FY2023$10,000
Unitemized GrantFY2023$7,342
Unitemized GrantFY2022$80,000
Unitemized GrantFY2022$35,000
See all 27 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.4M
Ln 12
Gifts and grantsLn 1h$3.0M
Fees for servicesLn 2g$362K
Other incomeLn 4–11$33K
Money outPt IX
$2.8M
Ln 25
Programscol B$2.5M
Managementcol C$229K
Fundraisingcol D$82K
Owns and owesPt X
$947K
net assets · Ln 32
Cash and savingsLn 1–2$979K
Total assetsLn 16$1.1M
LiabilitiesLn 26$197K
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Fees for servicesLn 2g$362K
Other incomeLn 4–11$33K
Gains on assetsLn 7$0
Total revenueLn 12$3.4M
Assets in detailPt X, end of year
CashLn 1$979K
SavingsLn 2$0
Cash and savings togetherLn 1–2$979K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$4K
Total assetsLn 16$1.1M
LiabilitiesLn 26$197K
Net assetsLn 32$947K
OperationsPt I, VI
EmployeesI 525
VolunteersI 635
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$206K$979K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$411K$1.1M
LiabilitiesLn 26$61K$197K
Net assetsLn 32$350K$947K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$112K$100K$9K$3K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$672K$537K$92K$43K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$69K$55K$13K$2K
Payroll taxesLn 10$67K$55K$8K$4K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$266K$171K$71K$24K
Advertising and promotionLn 12$0
Office expensesLn 13$25K$25K$307$7
Information technologyLn 14$21K$12K$10K$60
RoyaltiesLn 15$0
OccupancyLn 16$75K$75K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$11K$7K$3K$338
Other expenses (24a–d)Ln 24$1.4M$1.4M$4K$270
All other expensesLn 24e$7K−$17K$20K$5K
Total functional expensesLn 25$2.8M$2.5M$229K$82K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.3M$3.7M$560K$4.0M 990 PDF
FY2023 $4.2M$2.9M$1.3M$3.5M 990 PDF
FY2022 $3.3M$2.3M$953K$2.2M 990 PDF
FY2021 $2.7M$2.4M$279K$1.2M 990 PDF
FY2020 Viewing $3.4M$2.8M$597K$947K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,365,278 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $744,245$2,970,441
I-9 Program service revenuePrior year $547,217$362,063
I-10 Investment income$0
I-11 Other revenuePrior year $18$32,774
I-12 Total revenuePrior year $1,291,480$3,365,278
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $787,152$920,412
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $406,054$1,848,034
I-18 Total expensesPrior year $1,193,206$2,768,446
I-19 Revenue less expensesPrior year $98,274$596,832
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,365,278 across 10 lines filed
VIII-1f All other contributions, gifts and grants$2,970,441
VIII-1h Total contributions, gifts and grants$2,970,441
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $362,063$362,063
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$30,526
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,248$2,248
VIII-12 Total revenueRelated to mission $364,311$3,365,278
Part IX · Statement of functional expenses $2,768,446 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $99,513 · Management $9,424 · Fundraising $3,253$112,190
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $536,931 · Management $91,512 · Fundraising $43,192$671,635
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $54,849 · Management $12,797 · Fundraising $1,634$69,280
IX-10 Payroll taxesPrograms $54,977 · Management $8,335 · Fundraising $3,995$67,307
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $170,647 · Management $70,841 · Fundraising $24,288$265,776
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $24,690 · Management $307 · Fundraising $7$25,004
IX-14 Information technologyPrograms $11,601 · Management $9,797 · Fundraising $60$21,458
IX-15 Royalties$0
IX-16 OccupancyPrograms $74,850$74,850
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $7,419 · Management $2,970 · Fundraising $338$10,727
IX-24 Other expenses (24a–d)Programs $1,439,603 · Management $3,608 · Fundraising $270$1,443,481
IX-24e All other expensesPrograms −$17,416 · Management $19,536 · Fundraising $4,618$6,738
IX-25 Total functional expensesPrograms $2,457,664 · Management $229,127 · Fundraising $81,655$2,768,446
Part X · Balance sheet $1,143,619 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $206,157$978,521
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $57,000$76,000
X-4 Accounts receivableStart of year $130,874$68,335
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $13,236$16,633
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $4,130$4,130
X-16 Total assetsStart of year $411,397$1,143,619
X-17 Accounts payable and accrued expensesStart of year $59,143$55,633
X-19 Deferred revenue$640
X-24 Unsecured notes and loans payable$138,260
X-25 Other liabilitiesStart of year $2,274$2,274
X-26 Total liabilitiesStart of year $61,417$196,807
X-27 Net assets without donor restrictionsStart of year $176,498$313,010
X-28 Net assets with donor restrictionsStart of year $173,482$633,802
X-32 Total net assets or fund balancesStart of year $349,980$946,812
X-33 Total liabilities and net assetsStart of year $411,397$1,143,619
Part XI · Reconciliation of net assets $946,812 net assets at year end
XI-1 Total revenue$3,365,278
XI-2 Total expenses$2,768,446
XI-3 Revenue less expenses$596,832
XI-4 Net assets at start of year$349,980
XI-10 Net assets at end of year$946,812

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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