Civic Intelligence

Great Plains Energy Incorporated Management Health & Welfare Trust

990 • Fiscal year 2020 • EIN 39-2046767

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 13, 2021

Organization ProfileN/A
PO Box 418679Kansas City, MO 64141

(816) 652-1268

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.01x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

88th percentile

32%

Higher net margin than 88% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

26th percentile

1.8%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-27%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$85,169,436

Up $1,481,725 (+1.8%) from 2019

Net Assets

Up

$83,971,654

Up $3,492,202 (+4.3%) from 2019

Liabilities

Down

$1,197,782

Down $2,010,477 (-63%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin88th percentile

Revenue

Down

$12,823,337

Down $4,725,960 (-27%) from 2019

Expenses

Down

$8,673,427

Down $18,804,753 (-68%) from 2019

Net Income

Up

$4,149,910

Up $14,078,793 (+142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2008: $40,289,002Liabilities 2008: $2,654,772Net Assets 2008: $37,634,2302008Assets 2010: $60,135,238Liabilities 2010: $5,874,613Net Assets 2010: $54,260,6252010Assets 2011: $65,756,081Liabilities 2011: $5,020,579Net Assets 2011: $60,735,5022011Assets 2012: $73,068,282Liabilities 2012: $2,382,583Net Assets 2012: $70,685,6992012Assets 2013: $80,774,465Liabilities 2013: $1,820,353Net Assets 2013: $78,954,1122013Assets 2014: $84,938,944Liabilities 2014: $1,978,058Net Assets 2014: $82,960,8862014Assets 2015: $87,658,379Liabilities 2015: $1,982,359Net Assets 2015: $85,676,0202015Assets 2016: $88,805,815Liabilities 2016: $1,570,429Net Assets 2016: $87,235,3862016Assets 2017: $88,715,335Liabilities 2017: $1,483,909Net Assets 2017: $87,231,4262017Assets 2018: $88,802,878Liabilities 2018: $2,359,969Net Assets 2018: $86,442,9092018Assets 2019: $83,687,711Liabilities 2019: $3,208,259Net Assets 2019: $80,479,4522019Assets 2020: $85,169,436Liabilities 2020: $1,197,782Net Assets 2020: $83,971,6542020Assets 2021: $82,354,163Liabilities 2021: $196,421Net Assets 2021: $82,157,7422021Assets 2022: $73,481,954Liabilities 2022: $439,559Net Assets 2022: $73,042,3952022Assets 2023: $72,246,748Liabilities 2023: $471,265Net Assets 2023: $71,775,4832023Assets 2024: $71,460,821Liabilities 2024: $1,238,065Net Assets 2024: $70,222,7562024

Highlighted filing

2020

Assets$85,169,436
Liabilities$1,197,782
Net Assets$83,971,654
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MExpenses 2008: $21,864,4352008Expenses 2010: $21,956,1662010Expenses 2011: $24,677,8052011Expenses 2012: $24,065,2652012Revenue 2013: $30,229,774Expenses 2013: $21,961,361Net Income 2013: $8,268,4132013Revenue 2014: $29,259,239Expenses 2014: $25,252,465Net Income 2014: $4,006,7742014Revenue 2015: $27,175,579Expenses 2015: $24,460,445Net Income 2015: $2,715,1342015Revenue 2016: $23,270,218Expenses 2016: $21,802,123Net Income 2016: $1,468,0952016Revenue 2017: $23,319,664Expenses 2017: $23,183,752Net Income 2017: $135,9122017Revenue 2018: $25,523,938Expenses 2018: $23,894,985Net Income 2018: $1,628,9532018Revenue 2019: $17,549,297Expenses 2019: $27,478,180Net Income 2019: -$9,928,8832019Revenue 2020: $12,823,337Expenses 2020: $8,673,427Net Income 2020: $4,149,9102020Revenue 2021: $13,097,270Expenses 2021: $10,894,500Net Income 2021: $2,202,7702021Revenue 2022: $10,047,831Expenses 2022: $6,384,755Net Income 2022: $3,663,0762022Revenue 2023: $8,254,264Expenses 2023: $14,478,791Net Income 2023: -$6,224,5272023Revenue 2024: $7,476,117Expenses 2024: $10,955,916Net Income 2024: -$3,479,7992024

Highlighted filing

2020

Revenue$12,823,337
Expenses$8,673,427
Net Income$4,149,910
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 13, 2021
Return Version
2020v4.1
Gross Receipts
$93,592,444
Mission and Program Overview

Mission

The purpose of the trust is to provide medical, dental, prescription drug, vision, life and accidental death & dismemberment benefits to participants of the company.

See statement o.the purpose of the trust is to provide medical, dental, prescription drug, vision, life and accidental death & dismemberment benefits to participants of the company.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$80,479,452$83,971,654▲ $3,492,202
Accounts Receivable$1,052,425$79,161,707▲ $78,109,282
Investments in Publicly Traded Securities$77,183,765$0▼ $77,183,765
Savings and Temporary Cash Investments$5,348,333$5,454,695▲ $106,362
Cash and Non-Interest-Bearing Accounts$47,350$23,034▼ $24,316
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$83,687,711$85,169,436▲ $1,481,725
Other Assets Total$55,838$530,000▲ $474,162
Liabilities
Accounts Payable and Accrued Expenses$2,887,962$1,197,782▼ $1,690,180
Other Liabilities$320,297$0▼ $320,297
Total Liabilities$3,208,259$1,197,782▼ $2,010,477
Net Assets / Fund Balance
Total Net Assets Fund Balance$80,479,452$83,971,654▲ $3,492,202
Total Liabilities and Net Assets / Fund Balance$83,687,711$85,169,436▲ $1,481,725
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Ellen FairchildTrustee
Heather HumphreyTrustee
John BridsonTrustee
Kirk AndrewsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,592,873
Investment Income
$7,230,464
Other Revenue
$0
Change in Net Assets
$4,149,910

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,823,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-657,708
Total Revenue per Audited Statements
$12,165,629
Total Revenue per Form 990
$12,823,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,600,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$5,073,179
Other Expenses---$269,474
Total Functional Expenses$0$0$0$8,673,427

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,532,421
Total Expenses per Audited Statements$10,532,421
Total Expenses per Form 990$8,673,427
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-1,858,994
Other Expense Adjustments$-1,858,994
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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 A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

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

“The form 990 is prepared by an outside firm and is reviewed by the benefits accounting department of evergy, inc.”

Form 990, Part VI, Section C, Line 19

“This is a section 501(c)(9) voluntary employee's beneficiary assocation which covers only eligible employees of evergy, inc. There is no solicitation of contributions or involvement of the general public, therefore, these documents are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Evergy Inc
EIN
39-2046767
Phone
8166521268
Address
PO BOX 418679, KANSAS CITY, MO 64141

Signing Officer

Name
Kelly Murphy
Title
Senior Director of Hr Strategy & Ops
Phone
8166521268
Signed
2021-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Murphy
Formed
1976
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
700 WEST 47TH STREET SUITE 1100, KANSAS CITY, MO 64112
Preparer
Lisa Burke
Phone
8169455500
Supplemental Narrative

Additional Explanations

990-T, Page 2, Line 6A

“The credit forward from prior year amount reflected on this line has been adjusted down by $117,000 from what was reflected on the 2019 form 990-t due to an inadvertent overstatement of estimated tax payments. Payments were listed on the return as $828,000, when actual payments were $711,000. The overpayment was $385,374 and has been adjusted to $268,374.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the qualified trust and recognize a tax liability (or asset) if the qualified trust has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The qualified trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in benefits payable -1,858,994.”

Raw XML Appendix349 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/OperateHospitalInd00
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE QUALIFIED TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE QUALIFIED TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE QUALIFIED TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFITS PAYABLE -1,858,994.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevenuePerForm990Amt012823337
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PREPARED BY AN OUTSIDE FIRM AND IS REVIEWED BY THE BENEFITS ACCOUNTING DEPARTMENT OF EVERGY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS IS A SECTION 501(C)(9) VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF EVERGY, INC. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC, THEREFORE, THESE DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CREDIT FORWARD FROM PRIOR YEAR AMOUNT REFLECTED ON THIS LINE HAS BEEN ADJUSTED DOWN BY $117,000 FROM WHAT WAS REFLECTED ON THE 2019 FORM 990-T DUE TO AN INADVERTENT OVERSTATEMENT OF ESTIMATED TAX PAYMENTS. PAYMENTS WERE LISTED ON THE RETURN AS $828,000, WHEN ACTUAL PAYMENTS WERE $711,000. THE OVERPAYMENT WAS $385,374 AND HAS BEEN ADJUSTED TO $268,374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3990-T, PAGE 2, LINE 6A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0822733395
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITY COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EVERGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01200 MAIN STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd064105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03223901
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EVERGY INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt083687711
IRS990/TotalAssetsEOYAmt085169436
IRS990/TotalAssetsGrp/BOYAmt083687711
IRS990/TotalAssetsGrp/EOYAmt085169436
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt08673427
IRS990/TotalGrossUBIAmt07230464
IRS990/TotalLiabilitiesBOYAmt03208259
IRS990/TotalLiabilitiesEOYAmt01197782
IRS990/TotalLiabilitiesGrp/BOYAmt03208259
IRS990/TotalLiabilitiesGrp/EOYAmt01197782
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt080479452
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt083971654
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05592873
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05592873
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012823337
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt07230464
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt083687711
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085169436
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064141
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR DIR OF HR STRATEGY & OPS
ReturnHeader/BusinessOfficerGrp/PhoneNum08166521268
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0392046767
ReturnHeader/Filer/PhoneNum08166521268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 418679
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 WEST 47TH STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064112
ReturnHeader/PreparerPersonGrp/PhoneNum08169455500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02021-11-13T16:59:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,169,436
Liabilities
$1,197,782
Net assets
$83,971,654
Revenue
$12,823,337
Expenses
$8,673,427
Net income
$4,149,910
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.5$1.24$70.2$7.48$11.0$3.48
2023Detailed filing. Detailed filing data is available for this year.$72.2$0.47$71.8$8.25$14.5$6.22
2022Detailed filing. Detailed filing data is available for this year.$73.5$0.44$73.0$10.0$6.38$3.66
2021Detailed filing. Detailed filing data is available for this year.$82.4$0.20$82.2$13.1$10.9$2.20
2020Detailed filing. Detailed filing data is available for this year.$85.2$1.20$84.0$12.8$8.67$4.15
2019Detailed filing. Detailed filing data is available for this year.$83.7$3.21$80.5$17.5$27.5$9.93
2018Summary only. Only limited summary data is available for this year.$88.8$2.36$86.4$25.5$23.9$1.63
2017Detailed filing. Detailed filing data is available for this year.$88.7$1.48$87.2$23.3$23.2$0.14
2016Detailed filing. Detailed filing data is available for this year.$88.8$1.57$87.2$23.3$21.8$1.47
2015Detailed filing. Detailed filing data is available for this year.$87.7$1.98$85.7$27.2$24.5$2.72
2014Detailed filing. Detailed filing data is available for this year.$84.9$1.98$83.0$29.3$25.3$4.01
2013Detailed filing. Detailed filing data is available for this year.$80.8$1.82$79.0$30.2$22.0$8.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.1$2.38$70.7$24.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.8$5.02$60.7$24.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.1$5.87$54.3$22.0
2008Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$2.65$37.6$21.9