Nonprofit · EIN 61-6555965
MONETA GROUP EMPLOYEE BENEFIT PLAN TR
Also known as SUSAN R CONRAD TTEE
Tax-exempt · SAINT LOUIS, MO 63105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,335,077 | $5,829,149 | $505,928 | $3,957,216 | $83,697 | $3,873,519 |
| December 31, 2023 | 990 | $5,862,780 | $5,154,490 | $708,290 | $3,420,175 | $52,584 | $3,367,591 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,335,077
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,484,688
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $42,865
- Accounting fees
- $21,998
Balance sheet and other
- Total assets, start of year
- $3,420,175
- Total assets, end of year
- $3,957,216
- Total liabilities, end of year
- $83,697
- Net assets, end of year
- $3,873,519
- Gross receipts
- $6,335,077
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2016
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH BOWLES | TRUSTEE Trustee or director | 0.15 | $0 |
| ERIC LEQUIA | TRUSTEE Trustee or director | 1 | $0 |
| BETHANY WILKINSON | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH BOWLES | TRUSTEE Trustee or director | 0.15 | $0 |
| ERIC LEQUIA | TRUSTEE Trustee or director | 1 | $0 |
| BETHANY WILKINSON | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 190 CARONDELET PLZ STE 1200, SAINT LOUIS, MO 63105-3433
- In care of
- % SUSAN R CONRAD
- Principal officer (990 for 2024)
- BETHANY WILKINSON, 190 CARONDELET PLAZA 1200, ST LOUIS, MO 63105
- Signed the 990
- BETHANY WILKINSON, TRUSTEE
- Phone
- (314) 244-3329
- Return prepared by
- ARMANINO ADVISORY LLC
Mission
TO PROVIDE MEDICAL, DENTAL AND OTHER WELFARE BENEFITS FOR THE EXCLUSIVE BENEFIT OF ELIGIBLE MONETA GROUP EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PROVISION OF HEALTH AND WELFARE EXPENSES FOR 524 PARTICIPANTS AND THEIR DEPENDENTS, AS WELL AS ADMINISTRATIVE EXPENSES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6555965
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,957,216
- Income (IRS master file)
- $6,335,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,335,077 | $5,829,149 | $3,957,216 | IRS |
| 990 | December 2023 | $5,862,780 | $5,154,490 | $3,420,175 | XML |
| 990 | December 2022 | $5,409,998 | $4,762,038 | $2,724,571 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6555965).
Questions about MONETA GROUP EMPLOYEE BENEFIT PLAN TR
- What is the EIN of MONETA GROUP EMPLOYEE BENEFIT PLAN TR?
- The employer identification number (EIN) of MONETA GROUP EMPLOYEE BENEFIT PLAN TR is 61-6555965.
- Is MONETA GROUP EMPLOYEE BENEFIT PLAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to MONETA GROUP EMPLOYEE BENEFIT PLAN TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONETA GROUP EMPLOYEE BENEFIT PLAN TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONETA GROUP EMPLOYEE BENEFIT PLAN TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONETA GROUP EMPLOYEE BENEFIT PLAN TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONETA GROUP EMPLOYEE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 names BETHANY WILKINSON.
- Who are the officers and directors of MONETA GROUP EMPLOYEE BENEFIT PLAN TR?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does MONETA GROUP EMPLOYEE BENEFIT PLAN TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,335,077, expenses of $5,829,149 and total assets of $3,957,216 at year end.
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