Moneta Group Charitable Foundation

Saint Louis, MO
Tax-exempt since Aug. 2000
EIN: 43-1871586

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$538k (2023)

Expenses

$368k (2023)

Total Assets

$1.74M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$538,416

Expenses

$368,471

Net Income

$169,945

Net Assets

$1,740,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$438,737	81.5%
Interest Revenue	$0
Dividends	$39,375	7.3%
Sales of Assets	$57,690	10.7%
Other Income	$2,614	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,570	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,740,325
Total Liabilities	$0
Net Assets	$1,740,325

Compensation

Key Employees and Officers	Compensation	Other
Nicole Bailey (Chairman Of The Board)	$0	$0
Jamie Mealey (Treasurer)	$0	$0
David Curtis (Trustee)	$0	$0
Travis Freeman (Trustee)	$0	$0
Margie Glenn (Trustee)	$0	$0
Erin Hadary (Trustee)	$0	$0
Dana Johnson (Trustee (Thru 6/23))	$0	$0
John Steffens (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$566,508

Expenses

$451,711

Net Income

$114,797

Net Assets

$1,570,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$525,118	92.7%
Interest Revenue	$0
Dividends	$23,104	4.1%
Sales of Assets	$18,286	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,848	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,570,380
Total Liabilities	$0
Net Assets	$1,570,380

Compensation

Key Employees and Officers	Compensation	Other
Nicole Bailey (Chairman Of The Board)	$0	$0
Jamie Mealey (Treasurer)	$0	$0
Mark Heffernan (Treasurer (Res. 01/22))	$0	$0
David Curtis (Trustee)	$0	$0
Travis Freeman (Trustee)	$0	$0
Erin Hadary (Trustee)	$0	$0
Kara Harmon (Trustee (Res. 01/22))	$0	$0
Dana Johnson (Trustee)	$0	$0
Matthew Ring (Trustee)	$0	$0
John Steffens (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$493,528

Expenses

$551,277

Net Income

-$57,749

Net Assets

$1,455,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$368,236	74.6%
Interest Revenue	$0
Dividends	$23,037	4.7%
Sales of Assets	$102,255	20.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$541,188	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,455,583
Total Liabilities	$0
Net Assets	$1,455,583

Compensation

Key Employees and Officers	Compensation	Other
Donald T Kukla (Chairman Of The Board (Res. 03/21))	$0	$0
Nicole Bailey (Chairman Of The Board)	$0	$0
Mark Heffernan (Treasurer)	$0	$0
David Curtis (Trustee)	$0	$0
Kara Harmon (Trustee)	$0	$0
Jamie Mealey (Trustee)	$0	$0
Matthew Ring (Trustee)	$0	$0
Doug Weber (Trustee (Res. 03/21))	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$510,287

Expenses

$528,096

Net Income

-$17,809

Net Assets

$1,513,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$396,777	77.8%
Interest Revenue	$0
Dividends	$22,139	4.3%
Sales of Assets	$91,371	17.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$523,355	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,513,332
Total Liabilities	$1
Net Assets	$1,513,331

Compensation

Key Employees and Officers	Compensation	Other
Donald T Kukla (Chairman Of The Board)	$0	$0
Mark Heffernan (Treasurer)	$0	$0
Nicole Bailey (Trustee)	$0	$0
Kara Harmon (Trustee)	$0	$0
Matthew Ring (Trustee)	$0	$0
Doug Weber (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$315,225

Expenses

$423,409

Net Income

-$108,184

Net Assets

$1,531,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$278,267	88.3%
Interest Revenue	$0
Dividends	$31,475	10.0%
Sales of Assets	$5,483	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,973	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,531,141
Total Liabilities	$1
Net Assets	$1,531,140

Compensation

Key Employees and Officers	Compensation	Other
Daniel West (Chairman Of The Board (Res. 12/2019))	$0	$0
Mark Heffernan (Treasurer)	$0	$0
Nicole Bailey (Trustee)	$0	$0
Kara Harmon (Trustee)	$0	$0
Donald T Kukla (Trustee)	$0	$0
Doug Weber (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$431,293

Expenses

$278,326

Net Income

$152,967

Net Assets

$1,639,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$348,419	80.8%
Interest Revenue	$0
Dividends	$24,612	5.7%
Sales of Assets	$58,262	13.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,365	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,639,325
Total Liabilities	$0
Net Assets	$1,639,325

Compensation

Key Employees and Officers	Compensation	Other
Daniel West (Chairman Of The Board)	$0	$0
Mark Heffernan (Treasurer)	$0	$0
Gene Diederich (Trustee (Res. 3/2018))	$0	$0
Kara Harmon (Trustee)	$0	$0
Donald T Kukla (Trustee)	$0	$0
Doug Weber (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Sept. 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$299,170

Expenses

$266,176

Net Income

$32,994

Net Assets

$1,486,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$220,700	73.8%
Interest Revenue	$0
Dividends	$33,093	11.1%
Sales of Assets	$45,377	15.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,449	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,486,358
Total Liabilities	$0
Net Assets	$1,486,358

Compensation

Key Employees and Officers	Compensation	Other
Daniel West (Chairman Of The Board)	$0	$0
Mark Heffernan (Treasurer)	$0	$0
Gene Diederich (Trustee)	$0	$0
Donald T Kukla (Trustee)	$0	$0
Doug Weber (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$247,779

Expenses

$282,607

Net Income

-$34,828

Net Assets

$1,453,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$206,145	83.2%
Interest Revenue	$1,160	0.5%
Dividends	$20,902	8.4%
Sales of Assets	$19,572	7.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,367	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,453,364
Total Liabilities	$0
Net Assets	$1,453,364

Compensation

Key Employees and Officers	Compensation	Other
Donald T Kukla (Trustee)	$0	$0
Daniel West (Chairman Of The Board)	$0	$0
Doug Weber (Trustee)	$0	$0
Gene Diederich (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0
Mark Heffernan (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$295,572

Expenses

$256,468

Net Income

$39,104

Net Assets

$1,488,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$227,805	77.1%
Interest Revenue	$1,497	0.5%
Dividends	$30,808	10.4%
Sales of Assets	$35,462	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$248,448	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,488,192
Total Liabilities	$0
Net Assets	$1,488,192

Compensation

Key Employees and Officers	Compensation	Other
Donald T Kukla (Trustee)	$0	$0
Daniel West (Chairman Of The Board)	$0	$0
Doug Weber (Trustee)	$0	$0
Gene Diederich (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0
Mark Heffernan (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$364,632

Expenses

$234,633

Net Income

$129,999

Net Assets

$1,449,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$198,790	54.5%
Interest Revenue	$142	0.0%
Dividends	$30,845	8.5%
Sales of Assets	$134,855	37.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,495	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,449,088
Total Liabilities	$0
Net Assets	$1,449,088

Compensation

Key Employees and Officers	Compensation	Other
Donald T Kukla (Trustee)	$0	$0
Daniel West (Chairman Of The Board)	$0	$0
Doug Weber (Trustee)	$0	$0
Gene Diederich (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0
Mark Heffernan (Treasurer)	$0	$0

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990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$257,225

Expenses

$259,189

Net Income

-$1,964

Net Assets

$1,319,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$181,631	70.6%
Interest Revenue	$0
Dividends	$27,559	10.7%
Sales of Assets	$48,035	18.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,675	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,319,089
Total Liabilities	$0
Net Assets	$1,319,089

Compensation

Key Employees and Officers	Compensation	Other
Janet Bandera (Member At Large)	$0	$0
Donald T Kukla (Trustee)	$0	$0
Chandler Taylor (Chairman)	$0	$0
Daniel West (Treasurer)	$0	$0
Doug Weber (Trustee)	$0	$0
Gene Diederich (Trustee)	$0	$0
Christie Schmuke (Member At Large)	$0	$0

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990-PF

Filed on May 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$213,017

Expenses

$168,670

Net Income

$44,347

Net Assets

$1,321,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$161,517	75.8%
Interest Revenue	$0
Dividends	$31,872	15.0%
Sales of Assets	$19,628	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,861	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,321,053
Total Liabilities	$1
Net Assets	$1,321,052

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$205,381

Expenses

$201,346

Net Income

$4,035

Net Assets

$1,276,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$159,157	77.5%
Interest Revenue	$0
Dividends	$37,637	18.3%
Sales of Assets	$4,852	2.4%
Other Income	$3,735	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,668	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,276,706
Total Liabilities	$1
Net Assets	$1,276,705

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Moneta Group Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $538k (2023)

Expenses $368k (2023)

Total Assets $1.74M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$538k (2023)

Expenses

$368k (2023)

Total Assets

$1.74M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001