Moneta Group Employee Benefit Plan Tr
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2016 | 2,478,090 | 2,181,367 | 296,723 | 1.6 | 0% |
| 2017 | 2,754,310 | 2,513,431 | 240,879 | 2.6 | 0% |
| 2018 | 3,191,768 | 2,735,447 | 456,321 | 4.4 | 0% |
| 2019 | 3,592,882 | 3,305,567 | 287,315 | 4.7 | 0% |
| 2020 | 4,023,582 | 3,317,507 | 706,075 | 7.2 | 0% |
| 2021 | 4,678,255 | 4,654,227 | 24,028 | 5.2 | 0% |
| 2022 | 5,409,998 | 4,762,038 | 647,960 | 6.7 | 0% |
| 2023 | 5,862,780 | 5,154,490 | 708,290 | 7.8 | 0% |
In its most recent public year (2023), this organization brought in $708,290 more than it spent. Its reserves stood at about 7.8 months of spending, up from 1.6 in 2016. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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