Civic Intelligence

Evergy Employee Relief Fund

EIN 26-0845779 • 501(c)3 • Kansas City, MO

Profile

To provide assistance to individuals in need

1200 Main StreetKansas City, MO 64105

reachfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

0.7%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

22%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,515,451

Down $40,978 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,515,451

Down $40,978 (-2.6%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin78th percentile

Revenue

Up

$155,091

Up $65,373 (+73%) from 2023

Expenses

Up

$115,225

Up $26,425 (+30%) from 2023

Net Income

Up

$39,866

Up $38,948 (+4243%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,389,059Liabilities 2020: $0Net Assets 2020: $1,389,0592020Assets 2021: $1,534,703Liabilities 2021: $0Net Assets 2021: $1,534,7032021Assets 2022: $1,494,894Liabilities 2022: $0Net Assets 2022: $1,494,8942022Assets 2023: $1,556,429Liabilities 2023: $0Net Assets 2023: $1,556,4292023Assets 2024: $1,515,451Liabilities 2024: $0Net Assets 2024: $1,515,4512024

Highlighted filing

2024

Assets$1,515,451
Liabilities$0
Net Assets$1,515,451
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2020: $227,085Expenses 2020: $87,903Net Income 2020: $139,1822020Revenue 2021: $228,491Expenses 2021: $82,847Net Income 2021: $145,6442021Revenue 2022: $103,907Expenses 2022: $70,402Net Income 2022: $33,5052022Revenue 2023: $89,718Expenses 2023: $88,800Net Income 2023: $9182023Revenue 2024: $155,091Expenses 2024: $115,225Net Income 2024: $39,8662024

Highlighted filing

2024

Revenue$155,091
Expenses$115,225
Net Income$39,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,515,451
Liabilities
$0
Net assets
$1,515,451
Revenue
$155,091
Expenses
$115,225
Net income
$39,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.10$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.23$0.08$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.23$0.09$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$304,820
Mission and Program Overview

Mission

To provide assistance to individuals in need

Providing emergency financial assistance to evergy employees who experience an illness, death or natural disaster

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,556,429$1,515,451▼ $40,978
Investments in Publicly Traded Securities$807,791$841,937▲ $34,146
Cash and Non-Interest-Bearing Accounts$748,638$673,514▼ $75,124
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,556,429$1,515,451▼ $40,978
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,556,429$1,515,451▼ $40,978
Total Liabilities and Net Assets / Fund Balance$1,556,429$1,515,451▼ $40,978
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dave BartleyChairman
Brian LeeDirector
Darla GiffordDirector
Jennifer GilbertDirector
Lance MillerDirector
Ryan AdamsDirector
Scott LyonsDirector
Sheris SolisDirector
Rochelle VannSecretary
Scott CoffeltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,546
Program Service Revenue
$0
Investment Income
$121,574
Other Revenue
$3,971
All Other Contributions
$29,546
Change in Net Assets
$39,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,625
Other Expenses$2,600
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$112,625--$112,625
Other Expenses-$1,637-$1,637
Insurance-$963-$963
Total Functional Expenses$112,625$2,600$0$115,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,718
Fundraising Direct Expenses$747
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization prepares the form with assistance of an accountant. It is reviewed by an officer before filing.”

Form 990, Part VI, Section C, Line 19

“The organization will provide copies of the governing documents, conflict of interests policies, and the financial statements upon request. The public can contact any board member listed on the website reachfund.org or email a request to [email protected].”

Filing and Contact Details

Filer

Filer Name
Evergy Employee Relief Fund
EIN
26-0845779
Phone
7855082411
Address
1200 MAIN STREET, KANSAS CITY, MO 64105
Doing Business As
Reach

Signing Officer

Name
Dave Bartley
Title
Chairman
Phone
7855082411
Signed
2025-07-17

Organization Details

Principal Officer
Dave Bartley
Formed
2007
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
0
Employees
0
Volunteers
10
Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PREPARES THE FORM WITH ASSISTANCE OF AN ACCOUNTANT. IT IS REVIEWED BY AN OFFICER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL PROVIDE COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTERESTS POLICIES, AND THE FINANCIAL STATEMENTS UPON REQUEST. THE PUBLIC CAN CONTACT ANY BOARD MEMBER LISTED ON THE WEBSITE REACHFUND.ORG OR EMAIL A REQUEST TO [email protected].
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01556429
IRS990/TotalAssetsEOYAmt01515451
IRS990/TotalAssetsGrp/BOYAmt01556429
IRS990/TotalAssetsGrp/EOYAmt01515451
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt029546
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02600
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0112625
IRS990/TotalFunctionalExpensesGrp/TotalAmt0115225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01556429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01515451
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0112625
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0125545
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0155091
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01556429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01515451
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01200 MAIN STREET
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064105
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0REACHFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE BARTLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07855082411
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY EMPLOYEE RELIEF FUND
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0260845779
ReturnHeader/Filer/PhoneNum07855082411
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-07-17T15:20:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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