Moneta Group Employee Benefit Plan Tr
EIN: 616555965 · Saint Louis, MO · NTEE: Y43
| Metric | Value |
|---|---|
| Total Revenue | $6.3M |
| Total Expenses | $5.2M |
| Net Assets | $3.4M |
Is Moneta Group Employee Benefit Plan Tr Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Moneta Group Employee Benefit Plan Tr
Moneta Group Employee Benefit Plan Tr (EIN: 616555965) is a nonprofit organization based in Saint Louis, MO, classified under NTEE code Y43. The organization reported total revenue of $6.3M and total assets of $4.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Moneta Group Employee Benefit Plan Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Moneta Group Employee Benefit Plan Tr is a mid-size nonprofit that has been operating for 10 years, with 8 years of IRS 990 filings on record (2016–2023). Revenue has grown at a compound annual rate of 13.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $5.9M |
| Total Expenses | $5.2M |
| Surplus / Deficit | +$708K |
| Total Assets | $3.4M |
| Total Liabilities | $53K |
| Net Assets | $3.4M |
| Operating Margin | 12.1% |
| Debt-to-Asset Ratio | 1.5% |
| Months of Reserves | 8.0 months |
Financial Health Grade: A
In 2023, Moneta Group Employee Benefit Plan Tr reported a surplus of $708K with revenue exceeding expenses, holds 8.0 months of operating reserves (strong position), has a debt-to-asset ratio of 1.5% (very low leverage).
Financial Trends
Over 8 years of filings (2016–2023), Moneta Group Employee Benefit Plan Tr's revenue has grown at a compound annual growth rate (CAGR) of 13.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +8.4% | +8.2% | +25.5% |
| 2022 | +15.6% | +2.3% | +35.5% |
| 2021 | +16.3% | +40.3% | +1.2% |
| 2020 | +12.0% | +0.4% | +54.4% |
| 2019 | +12.6% | +20.8% | +29.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2016 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Moneta Group Employee Benefit Plan Tr has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Moneta Group Employee Benefit Plan Tr with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $708K, with revenue exceeding expenses.
- Debt-to-asset ratio: 1.5%.
Frequently Asked Questions about Moneta Group Employee Benefit Plan Tr
Is Moneta Group Employee Benefit Plan Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Moneta Group Employee Benefit Plan Tr (EIN: 616555965) insufficient data. 0 red flags identified, 0 strengths noted.
How does Moneta Group Employee Benefit Plan Tr spend its money?
Detailed spending breakdown data is not yet available for Moneta Group Employee Benefit Plan Tr. Check back for updated IRS 990 analysis.
Are donations to Moneta Group Employee Benefit Plan Tr tax-deductible?
Moneta Group Employee Benefit Plan Tr is registered as a tax-exempt nonprofit (EIN: 616555965). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Moneta Group Employee Benefit Plan Tr located?
Moneta Group Employee Benefit Plan Tr is headquartered in Saint Louis, Missouri and files with the IRS under EIN 616555965. It is classified under NTEE code Y43.
How many years of IRS 990 filings does Moneta Group Employee Benefit Plan Tr have?
Moneta Group Employee Benefit Plan Tr has 8 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $6.3M in total revenue.
Filing History
IRS 990 filing history for Moneta Group Employee Benefit Plan Tr showing financial trends over 8 years of public records:
Over 8 years of IRS 990 filings (2016–2023), Moneta Group Employee Benefit Plan Tr's revenue has grown by 136.6%, moving from $2.5M to $5.9M. Total assets increased by 946.3% over the same period, from $327K to $3.4M. Total functional expenses rose by 136.3%, from $2.2M to $5.2M. In its most recent filing year (2023), Moneta Group Employee Benefit Plan Tr reported a surplus of $708K, with revenue exceeding expenses. The organization holds $53K in liabilities against $3.4M in assets (debt-to-asset ratio: 1.5%), resulting in net assets of $3.4M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $5.9M | $5.2M | $3.4M | $53K | — | — |
| 2022 | $5.4M | $4.8M | $2.7M | $65K | — | View 990 |
| 2021 | $4.7M | $4.7M | $2.0M | $0 | — | View 990 |
| 2020 | $4.0M | $3.3M | $2.0M | $0 | — | — |
| 2019 | $3.6M | $3.3M | $1.3M | $6K | — | View 990 |
| 2018 | $3.2M | $2.7M | $995K | $1K | — | View 990 |
| 2017 | $2.8M | $2.5M | $538K | $0 | — | View 990 |
| 2016 | $2.5M | $2.2M | $327K | $30K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $5.9M, expenses of $5.2M, and assets of $3.4M (revenue +8.4% year-over-year).
- 2022: Revenue of $5.4M, expenses of $4.8M, and assets of $2.7M (revenue +15.6% year-over-year).
- 2021: Revenue of $4.7M, expenses of $4.7M, and assets of $2.0M (revenue +16.3% year-over-year).
- 2020: Revenue of $4.0M, expenses of $3.3M, and assets of $2.0M (revenue +12.0% year-over-year).
- 2019: Revenue of $3.6M, expenses of $3.3M, and assets of $1.3M (revenue +12.6% year-over-year).
- 2018: Revenue of $3.2M, expenses of $2.7M, and assets of $995K (revenue +15.9% year-over-year).
- 2017: Revenue of $2.8M, expenses of $2.5M, and assets of $538K (revenue +11.1% year-over-year).
- 2016: Revenue of $2.5M, expenses of $2.2M, and assets of $327K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Moneta Group Employee Benefit Plan Tr:
Data Sources and Methodology
This transparency report for Moneta Group Employee Benefit Plan Tr is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.