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Nonprofit · EIN 84-4708521

MONUMENT LEGACY INC

Tax-exempt · CARMEL, IN 46033

Financials

$390K$118K2023$118K$2.6M2024
Revenue Expenses · by fiscal year end
Financials of MONUMENT LEGACY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$117,660$2,568,930-$2,451,270$776$0$776
December 31, 2023990$389,992$117,542$272,450$2,453,243$0$2,453,243
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,850
Program service revenue
$0
Investment income
$115,810
Net gain from sales of assets
$70,455
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,560,744
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Occupancy
$8,186
Program services (functional)
$2,560,744
Management and general (functional)
$8,186

Balance sheet and other

Total assets, start of year
$2,453,243
Total assets, end of year
$776
Total liabilities, end of year
$0
Net assets, end of year
$776
Net assets without donor restrictions
$776
Gross receipts
$173,513
Employees
0
Year formed
2021
State of legal domicile
IN

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
Matthew MohlmanExecutive Director
Trustee or director, Officer
0$0
Chris BaronDirector
Trustee or director
0$0
Daniel StarrDirector
Trustee or director
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Matthew MohlmanExecutive Director
Trustee or director, Officer
20$0
Chris BaronDirector
Trustee or director
3$0
Daniel StarrDirector
Trustee or director
3$0

Address and contacts

Address (IRS master file)
1950 E GREYHOUND PASS STE 18 NO135, CARMEL, IN 46033-7400
In care of
% MATTHEW MOHLMAN
Principal officer (990 for 2024)
Matthew Mohlman, 1950 E GREYHOUND PASS STE 18 no135, Carmel, IN 46033
Signed the 990
MATTHEW MOHLMAN, Executive Director
Phone
(312) 505-8597
Return prepared by
Pax et Bonum Tax

Mission

See Schedule O.

990 for the year ended December 31, 2024

Program accomplishments

  • The various funds were established by the donor for the exclusive purpose of providing contributions and grants to public charities.
    Expenses $2,560,744 · grants $2,560,744

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
84-4708521
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$776
Income (IRS master file)
$173,513

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$117,660$2,568,930$776IRS
990December 2023$389,992$117,542$2,453,243XML
990December 2022-$445,306$1,479,562$2,082,034IRS
990December 2021–––IRS
990December 2020–––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 84-4708521).

Questions about MONUMENT LEGACY INC

What is the EIN of MONUMENT LEGACY INC?
The employer identification number (EIN) of MONUMENT LEGACY INC is 84-4708521.
Is MONUMENT LEGACY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to MONUMENT LEGACY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONUMENT LEGACY INC 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 LEGACY INC 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 LEGACY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MONUMENT LEGACY INC?
The 990 for the year ended December 31, 2024 names Matthew Mohlman.
Who are the officers and directors of MONUMENT LEGACY INC?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MONUMENT LEGACY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $117,660, expenses of $2,568,930 and total assets of $776 at year end.

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