Civic Intelligence

Moneta Group LLC Employee

990 • Fiscal year 2018 • EIN 61-6555965

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 30, 2019

Organization ProfileN/A
100 South Brentwood Blvd No 500Clayton, MO 63105

(314) 244-3329

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

96th percentile

85%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$995,206

Up $457,604 (+85%) from 2017

Net Assets

Up

$993,923

Up $456,321 (+85%) from 2017

Liabilities

Up

$1,283

Up $1,283 from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin71st percentile

Revenue

Up

$3,191,768

Up $437,458 (+16%) from 2017

Expenses

Up

$2,735,447

Up $222,016 (+8.8%) from 2017

Net Income

Up

$456,321

Up $215,442 (+89%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $326,868Liabilities 2016: $30,145Net Assets 2016: $296,7232016Assets 2017: $537,602Liabilities 2017: $0Net Assets 2017: $537,6022017Assets 2018: $995,206Liabilities 2018: $1,283Net Assets 2018: $993,9232018Assets 2019: $1,287,305Liabilities 2019: $6,067Net Assets 2019: $1,281,2382019Assets 2020: $1,987,313Liabilities 2020: $0Net Assets 2020: $1,987,3132020Assets 2021: $2,011,341Liabilities 2021: $0Net Assets 2021: $2,011,3412021Assets 2022: $2,724,571Liabilities 2022: $65,270Net Assets 2022: $2,659,3012022Assets 2023: $3,420,175Liabilities 2023: $52,584Net Assets 2023: $3,367,5912023Assets 2024: $3,957,216Liabilities 2024: $83,697Net Assets 2024: $3,873,5192024

Highlighted filing

2018

Assets$995,206
Liabilities$1,283
Net Assets$993,923
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2016: $2,478,090Expenses 2016: $2,181,367Net Income 2016: $296,7232016Revenue 2017: $2,754,310Expenses 2017: $2,513,431Net Income 2017: $240,8792017Revenue 2018: $3,191,768Expenses 2018: $2,735,447Net Income 2018: $456,3212018Revenue 2019: $3,592,882Expenses 2019: $3,305,567Net Income 2019: $287,3152019Revenue 2020: $4,023,582Expenses 2020: $3,317,507Net Income 2020: $706,0752020Revenue 2021: $4,678,255Expenses 2021: $4,654,227Net Income 2021: $24,0282021Revenue 2022: $5,409,998Expenses 2022: $4,762,038Net Income 2022: $647,9602022Revenue 2023: $5,862,780Expenses 2023: $5,154,490Net Income 2023: $708,2902023Revenue 2024: $6,335,077Expenses 2024: $5,829,149Net Income 2024: $505,9282024

Highlighted filing

2018

Revenue$3,191,768
Expenses$2,735,447
Net Income$456,321
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 30, 2019
Return Version
2018v3.1
Gross Receipts
$3,191,768
Mission and Program Overview

Mission

To provide medical, dental and other welfare benefits for the exclusive benefit of eligible moneta group employees and their dependents.

To fund health benefits and welfare benefits for employees of moneta group.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$537,602$993,923▲ $456,321
Accounts Receivable$197,524$551,035▲ $353,511
Cash and Non-Interest-Bearing Accounts$317,816$364,710▲ $46,894
Prepaid Expenses and Deferred Charges$22,262$79,461▲ $57,199
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$537,602$995,206▲ $457,604
Liabilities
Accounts Payable and Accrued Expenses$0$1,283▲ $1,283
Total Liabilities$0$1,283▲ $1,283
Net Assets / Fund Balance
Total Net Assets Fund Balance$537,602$993,923▲ $456,321
Total Liabilities and Net Assets / Fund Balance$537,602$995,206▲ $457,604
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Bethany WilkinsonTrustee
Keith BowlesTrustee
Michelle WashburnTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
United Healthcare InsuranceContract Administration22561 NETWORK PLACE, Chicago, IL 60673$180,421
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,190,814
Investment Income
$0
Other Revenue
$954
Change in Net Assets
$456,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,191,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,191,768
Total Revenue per Form 990
$3,191,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,540,601--$2,540,601
Fees for Services Other-$180,421-$180,421
Fees for Services Accounting-$14,250-$14,250
Fees for Services Legal-$175-$175
Total Functional Expenses$2,540,601$194,846$0$2,735,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,735,447
Total Expenses per Audited Statements$2,735,447
Total Expenses per Form 990$2,735,447
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is prepared by the outside accounting firm on the basis of the audited financial statements and information provided by the trustees. A copy of form 990 is provided to the trustees prior to filing with the irs.”

Form 990, Part VI, Section B, Line 15

“The veba does not compensate a ceo, executive director or top management official. Trust administration is carried out by uncompensated trustees.”

Form 990, Part VI, Section C, Line 19

“Summary annual reports are provided to participants. Plan documents and annual reports are available upon request.”

Filing and Contact Details

Filer

Filer Name
Moneta Group LLC Employee
EIN
61-6555965
Phone
3142443329
Address
100 SOUTH BRENTWOOD BLVD NO 500, CLAYTON, MO 63105

Signing Officer

Name
Bethany Wilkinson
Title
Trustee
Phone
3142443329
Signed
2019-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bethany Wilkinson
Formed
2016
Legal Domicile
Mo
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Brown Smith Wallace Llp
Address
6 CITYPLACE DRIVE SUITE 900, ST LOUIS, MO 63141
Preparer
Jennifer M Vacha
Phone
3149831200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit.”

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exception letter from the irs dated august 4, 2016, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code ("irc"). In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the state and federal taxing authorities. The plan administrator has analyzed the tax positions taken by the plan, and has concluded as of december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix322 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
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IRS990/AccountsReceivableGrp/BOYAmt0197524
IRS990/AccountsReceivableGrp/EOYAmt0551035
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FUND HEALTH BENEFITS AND WELFARE BENEFITS FOR EMPLOYEES OF MONETA GROUP.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02540601
IRS990/BenefitsToMembersGrp/TotalAmt02540601
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03142443329
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 SOUTH BRENTWOOD BLVD NO 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0CLAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990/CashNonInterestBearingGrp/BOYAmt0317816
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd060673
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03191768
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION OF HEALTH AND WELFARE EXPENSES FOR 286 PARTICIPANTS AND THEIR DEPENDENTS, AS WELL AS ADMINISTRATIVE EXPENSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02540601
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014250
IRS990/FeesForServicesAccountingGrp/TotalAmt014250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0175
IRS990/FeesForServicesLegalGrp/TotalAmt0175
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0180421
IRS990/FeesForServicesOtherGrp/TotalAmt0180421
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH BOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHELLE WASHBURN
IRS990/Form990PartVIISectionAGrp/PersonNm2BETHANY WILKINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03191768
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0537602
IRS990/NetAssetsOrFundBalancesEOYAmt0993923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REFUNDS & DISCOUNTS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0954
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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER & EMPLOYEE CO
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03190814
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
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IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXCEPTION LETTER FROM THE IRS DATED AUGUST 4, 2016, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"). IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE STATE AND FEDERAL TAXING AUTHORITIES. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02735447
IRS990ScheduleD/TotalRevenuePerForm990Amt03191768
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02735447
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM ON THE BASIS OF THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE TRUSTEES. A COPY OF FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VEBA DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL. TRUST ADMINISTRATION IS CARRIED OUT BY UNCOMPENSATED TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUMMARY ANNUAL REPORTS ARE PROVIDED TO PARTICIPANTS. PLAN DOCUMENTS AND ANNUAL REPORTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0201903821
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0UNRELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT ADVISORY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0MONETA GROUP LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0100 SOUTH BRENTWOOD BLVD SUITE 500
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CLAYTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd063105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0537602
IRS990/TotalAssetsEOYAmt0995206
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IRS990/TotalAssetsGrp/EOYAmt0995206
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0194846
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02540601
IRS990/TotalFunctionalExpensesGrp/TotalAmt02735447
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IRS990/TotalProgramServiceRevenueAmt03190814
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03191768
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY WILKINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03142443329
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONETA GROUP LLC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS PLAN TRUST
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ReturnHeader/FilingSecurityInformation/IPDt02019-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:39:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431001367
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN SMITH WALLACE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 CITYPLACE DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
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ReturnHeader/PreparerPersonGrp/PhoneNum03149831200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER M VACHA
ReturnHeader/ReturnTs02019-11-04T19:41:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$995,206
Liabilities
$1,283
Net assets
$993,923
Revenue
$3,191,768
Expenses
$2,735,447
Net income
$456,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.08$3.87$6.34$5.83$0.51
2023Summary only. Only limited summary data is available for this year.$3.42$0.05$3.37$5.86$5.15$0.71
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.07$2.66$5.41$4.76$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$4.68$4.65$0.02
2020Summary only. Only limited summary data is available for this year.$1.99$0.00$1.99$4.02$3.32$0.71
2019Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$3.59$3.31$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$3.19$2.74$0.46
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$2.75$2.51$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.03$0.30$2.48$2.18$0.30