MONETA GROUP LLC EMPLOYEE BENEFITS… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

BETHANY WILKINSON

Phone

3142443329

Tax Period

2023-01-01 to 2023-12-31

MONETA GROUP LLC EMPLOYEE BENEFITS PLAN TRUST, founded in 2016, is a community nonprofit in the Mutual Benefit sector that reported $5.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $5.2M left a modest 12% surplus.

Mission

TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS.

Program Service Accomplishments

Program 1

PROVISION OF HEALTH AND WELFARE EXPENSES FOR 498 PARTICIPANTS AND THEIR DEPENDENTS, AS WELL AS ADMINISTRATIVE EXPENSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,862,780

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,862,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $327,040

TOTAL EXPENSES $5,154,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,862,780	$5,409,998	+0.1%
Expenses	$5,154,490	$4,762,038	+0.1%
Net Income	$708,290	$647,960	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH BOWLES	TRUSTEE	0.15	Director	$0	$0	$0
ERIC LEQUIA	TRUSTEE	1.00	Director	$0	$0	$0
BETHANY WILKINSON	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,862,780	$5,154,490	$3,420,175	$708,290
2022	$5,409,998	$4,762,038	$2,724,571	$647,960
2021	$4,678,255	$4,654,227	$2,011,341	$24,028
2020	$4,023,582	$3,317,507	$1,987,313	$706,075
2019	$3,592,882	$3,305,567	$1,287,305	$287,315
2018	$3,191,768	$2,735,447	$995,206	$456,321

MONETA GROUP LLC EMPLOYEE BENEFITS PLAN TRUST