Moneta Group Employee Benefit Plan Tr
Saint Louis, Missouri
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Good
How This Organization Compares
Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
8 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $5,862,780↑8% | $5,154,490↑8% | $3,420,175↑26% | — |
| 2022 | $5,409,998↑16% | $4,762,038↑2% | $2,724,571↑35% | — |
| 2021 | $4,678,255↑16% | $4,654,227↑40% | $2,011,341↑1% | — |
| 2020 | $4,023,582↑12% | $3,317,507 | $1,987,313↑54% | — |
| 2019 | $3,592,882↑13% | $3,305,567↑21% | $1,287,305↑29% | — |
| 2018 | $3,191,768↑16% | $2,735,447↑9% | $995,206↑85% | — |
| 2017 | $2,754,310↑11% | $2,513,431↑15% | $537,602↑64% | — |
| 2016 | $2,478,090 | $2,181,367 | $326,868 | — |
Frequently Asked Questions
What does Moneta Group Employee Benefit Plan Tr do?▼
Moneta Group Employee Benefit Plan Tr is a mutual & membership benefit nonprofit organization based in Missouri. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Moneta Group Employee Benefit Plan Tr financially healthy?▼
Based on our 9-metric Financial Health Score model, Moneta Group Employee Benefit Plan Tr has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Moneta Group Employee Benefit Plan Tr generate?▼
Moneta Group Employee Benefit Plan Tr reports $6.3M in annual revenue and holds $4.0M in total assets, based on IRS filings.
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