Civic Intelligence

Moneta Group Charitable Foundation

990PF • Fiscal year 2021 • EIN 43-1871586

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
100 S Brentwood Blvd Ste 500Saint Louis, MO 63105

(314) 726-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

17th percentile

-12%

Higher net margin than 17% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-3.8%

Faster asset growth than 15% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

27th percentile

-3.3%

Faster revenue growth than 27% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,455,583

Down $57,749 (-3.8%) from 2020

Net Assets

Down

$1,455,583

Down $57,749 (-3.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin17th percentile

Revenue

Down

$493,528

Down $16,759 (-3.3%) from 2020

Expenses

Up

$551,277

Up $23,181 (+4.4%) from 2020

Net Income

Down

-$57,749

Down $39,940 (-224%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,276,706Liabilities 2011: $0Net Assets 2011: $1,276,7062011Assets 2012: $1,321,053Liabilities 2012: $0Net Assets 2012: $1,321,0532012Assets 2013: $1,319,089Liabilities 2013: $0Net Assets 2013: $1,319,0892013Assets 2014: $1,449,088Liabilities 2014: $0Net Assets 2014: $1,449,0882014Assets 2015: $1,488,192Liabilities 2015: $0Net Assets 2015: $1,488,1922015Assets 2016: $1,453,364Liabilities 2016: $0Net Assets 2016: $1,453,3642016Assets 2017: $1,486,358Liabilities 2017: $0Net Assets 2017: $1,486,3582017Assets 2018: $1,639,325Liabilities 2018: $0Net Assets 2018: $1,639,3252018Assets 2019: $1,531,141Liabilities 2019: $0Net Assets 2019: $1,531,1412019Assets 2020: $1,513,332Liabilities 2020: $0Net Assets 2020: $1,513,3322020Assets 2021: $1,455,583Liabilities 2021: $0Net Assets 2021: $1,455,5832021Assets 2022: $1,570,380Liabilities 2022: $0Net Assets 2022: $1,570,3802022Assets 2023: $1,740,325Liabilities 2023: $0Net Assets 2023: $1,740,3252023Assets 2024: $1,905,952Liabilities 2024: $0Net Assets 2024: $1,905,9522024

Highlighted filing

2021

Assets$1,455,583
Liabilities$0
Net Assets$1,455,583
Open 2021 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $201,3462011Expenses 2012: $168,6702012Revenue 2013: $257,225Expenses 2013: $259,189Net Income 2013: -$1,9642013Revenue 2014: $364,632Expenses 2014: $234,633Net Income 2014: $129,9992014Revenue 2015: $295,572Expenses 2015: $256,468Net Income 2015: $39,1042015Revenue 2016: $247,779Expenses 2016: $282,607Net Income 2016: -$34,8282016Revenue 2017: $299,170Expenses 2017: $266,176Net Income 2017: $32,9942017Revenue 2018: $431,293Expenses 2018: $278,326Net Income 2018: $152,9672018Revenue 2019: $315,225Expenses 2019: $423,409Net Income 2019: -$108,1842019Revenue 2020: $510,287Expenses 2020: $528,096Net Income 2020: -$17,8092020Revenue 2021: $493,528Expenses 2021: $551,277Net Income 2021: -$57,7492021Revenue 2022: $566,508Expenses 2022: $451,711Net Income 2022: $114,7972022Revenue 2023: $538,416Expenses 2023: $368,471Net Income 2023: $169,9452023Revenue 2024: $663,720Expenses 2024: $498,093Net Income 2024: $165,6272024

Highlighted filing

2021

Revenue$493,528
Expenses$551,277
Net Income-$57,749
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD T KUKLAChairman Of The Board (Res. 03/21)-$0--
NICOLE BAILEYChairman Of The Board-$0--
MARK HEFFERNANTreasurer-$0--
DAVID CURTISTrustee-$0--
KARA HARMONTrustee-$0--
JAMIE MEALEYTrustee-$0--
MATTHEW RINGTrustee-$0--
DOUG WEBERTrustee (Res. 03/21)-$0--
CHRISTIE SCHMUKEMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Moneta Group Charitable Foundation
EIN
43-1871586
Phone
3147262300
Address
100 S BRENTWOOD BLVD STE 500, SAINT LOUIS, MO 63105

Signing Officer

Name
Jamie Mealey
Title
Treasurer
Phone
3147262300
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Raw XML AppendixShowing 400 of 1,817 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt04250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01313510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIDELITY - MUTUAL FUNDS, ETF'S AND OTHER INV.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01857438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023037
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0125292
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04250
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023037
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57749
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0499277
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102255
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0203237
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01248
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0541188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0551277
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0203828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0493528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0591
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0278561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt139925
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt178426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt350836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt051439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt178426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt350836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0330000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1118351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY #1285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY #1871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECURITIES LITIGATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0180791
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57749
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01455583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01513332
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01455583
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt095496
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt095496
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt095496
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt098321
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02825
IRS990PF/DistributableAmountGrp/TotalTaxAmt02825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03471
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02750
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03396
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06221
IRS990PF/FMVAssetsEOYAmt01999511
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01351415
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01313510
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01857438
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01513332
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01455583
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0161917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0142073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0142073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01513332
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01455583
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01999511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01513332
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01455583
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01513332
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01455583
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01996367
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0186000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01810367
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt029946
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt098321
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01966421
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01996367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.35
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.06
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.69
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.29
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.48
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.58
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt82.12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DONALD T KUKLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICOLE BAILEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK HEFFERNAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID CURTIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KARA HARMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMIE MEALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MATTHEW RING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7DOUG WEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8CHRISTIE SCHMUKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN OF THE BOARD (RES. 03/21)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN OF THE BOARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE (RES. 03/21)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8MEMBER AT LARGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 S BRENTWOOD BLVD STE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 S BRENTWOOD BLVD STE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 S BRENTWOOD BLVD STE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 S BRENTWOOD BLVD STE 500
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5100 S BRENTWOOD BLVD STE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6100 S BRENTWOOD BLVD STE 500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7100 S BRENTWOOD BLVD STE 500
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0100 S BRENTWOOD BLVD STE 500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAINT LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MONETA GROUP LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03147262300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0MONETAGROUP.COM/FOUNDATION
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE IS A STANDARD REQUEST FOR DISTRIBUTIONS THAT CAN BE PROVIDED UPON REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CHRISTIE SCHMUKE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03147262300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0100 S BRENTWOOD BLVD STE 500
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063105
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO OUTSIDE GRANT REQUESTS WILL BE SOLICITED, ONLY MONETA GROUP EMPLOYEES MAY SUBMIT REQUESTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DONALD T KUKLA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1MARK HEFFERNAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt172000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt202500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt234000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt312500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt342500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt363000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt371200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt381000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt401000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt422500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt442750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt452500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt462500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt471000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt482000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt501000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt511000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt531000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt549000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt554800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt572500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt582500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt592500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6010084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt611000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6466150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6525000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt67400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt746618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7512500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt765000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt778000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt781003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt793334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt803333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt814000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt837500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt858604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt863500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt881000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt891000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt902000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt912500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt921900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9712500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt984400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1002900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1041000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1061600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1083300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1091000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1101500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1111000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,455,583
Liabilities
$0
Net assets
$1,455,583
Revenue
$493,528
Expenses
$551,277
Net income
-$57,749
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.66$0.50$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.54$0.37$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.57$0.45$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.49$0.55$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.51$0.53$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.32$0.42$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.43$0.28$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.30$0.27$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.25$0.28$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.30$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.36$0.23$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.26$0.26$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.20