Civic Intelligence

Great Plains Energy Incorporated Management Health & Welfare Trust

990 • Fiscal year 2021 • EIN 39-2046767

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2021

Asset Growth

18th percentile

-3.3%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

2.1%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Down

$82,354,163

Down $2,815,273 (-3.3%) from 2020

Net Assets

Down

$82,157,742

Down $1,813,912 (-2.2%) from 2020

Liabilities

Down

$196,421

Down $1,001,361 (-84%) from 2020

Revenue

Up

$13,097,270

Up $273,933 (+2.1%) from 2020

Expenses

Up

$10,894,500

Up $2,221,073 (+26%) from 2020

Net Income

Down

$2,202,770

Down $1,947,140 (-47%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$82,354,163
Liabilities$196,421
Net Assets$82,157,742

Operations Trend

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

2021

Revenue$13,097,270
Expenses$10,894,500
Net Income$2,202,770
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$45,133,225
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$83,971,654$82,157,742▼ $1,813,912
Investments in Publicly Traded Securities$5,454,695$77,862,839▲ $72,408,144
Accounts Receivable$79,161,707$3,961,324▼ $75,200,383
Cash and Non-Interest-Bearing Accounts$23,034$0▼ $23,034
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$85,169,436$82,354,163▼ $2,815,273
Other Assets Total$530,000$530,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,197,782$196,421▼ $1,001,361
Total Liabilities$1,197,782$196,421▼ $1,001,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,971,654$82,157,742▼ $1,813,912
Total Liabilities and Net Assets / Fund Balance$85,169,436$82,354,163▼ $2,815,273
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,852,751
Investment Income
$4,244,519
Other Revenue
$0
Change in Net Assets
$2,202,770

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,097,270
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,016,682
Total Revenue per Audited Statements
$9,080,588
Total Revenue per Form 990
$13,097,270
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,844,194
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---$9,050,306
Other Expenses---$-338,445
Total Functional Expenses$0$0$0$10,894,500

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,932,028
Total Expenses per Audited Statements$10,932,028
Total Expenses per Form 990$10,894,500
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-37,528
Other Expense Adjustments$-37,528
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
2022-11-15
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

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 -37,528.

Raw XML Appendix351 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01197782
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0196421
IRS990/AccountsReceivableGrp/BOYAmt079161707
IRS990/AccountsReceivableGrp/EOYAmt03961324
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO PARTICIPANTS OF THE COMPANY.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt09050306
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLY MURPHY
IRS990/BooksInCareOfDetail/PhoneNum08166521268
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064141
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt083971654
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt082157742
IRS990/CashNonInterestBearingGrp/BOYAmt023034
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt09050306
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04244519
IRS990/CYOtherExpensesAmt01844194
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt08852751
IRS990/CYRevenuesLessExpensesAmt02202770
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt010894500
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013097270
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMMERCE BANK & TRUST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0KIRK ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN BRIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LESLIE ELWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3ELLEN FAIRCHILD
IRS990/Form990PartVIISectionAGrp/PersonNm4HEATHER HUMPHREY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02167169
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt034203124
IRS990/GrossReceiptsAmt045133225
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02077350
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt02077350
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05454695
IRS990/InvestmentsPubTradedSecGrp/EOYAmt077862839
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt032035955
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO PARTICIPANTS OF THE COMPANY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt083971654
IRS990/NetAssetsOrFundBalancesEOYAmt082157742
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02167169
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt02167169
IRS990/NetUnrelatedBusTxblIncmAmt04013070
IRS990/NetUnrlzdGainsLossesInvstAmt0-4016682
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0530000
IRS990/OtherAssetsTotalGrp/EOYAmt0530000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2UBTI TAX OVERPAID
IRS990/OtherExpensesGrp/TotalAmt01806960
IRS990/OtherExpensesGrp/TotalAmt1375679
IRS990/OtherExpensesGrp/TotalAmt2-338445
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KELLY MURPHY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04857406
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13995345
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04857406
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13995345
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05073179
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07230464
IRS990/PYOtherExpensesAmt03600248
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05592873
IRS990/PYRevenuesLessExpensesAmt04149910
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08673427
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012823337
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02202770
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-37528
IRS990ScheduleD/ExpensesSubtotalAmt010932028
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4016682
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-37528
IRS990ScheduleD/RevenueNotReportedAmt0-4016682
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt013097270
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 -37,528.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt010894500
IRS990ScheduleD/TotalRevenuePerForm990Amt013097270
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09080588
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010932028
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/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
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/InvolvedAmt03995345
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/TotalAssetsBOYAmt085169436
IRS990/TotalAssetsEOYAmt082354163
IRS990/TotalAssetsGrp/BOYAmt085169436
IRS990/TotalAssetsGrp/EOYAmt082354163
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt010894500
IRS990/TotalGrossUBIAmt04244519
IRS990/TotalLiabilitiesBOYAmt01197782
IRS990/TotalLiabilitiesEOYAmt0196421
IRS990/TotalLiabilitiesGrp/BOYAmt01197782
IRS990/TotalLiabilitiesGrp/EOYAmt0196421
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083971654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt082157742
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt08852751
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08852751
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013097270
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04244519
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt085169436
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt082354163
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/TrustedCustomerCd03
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/SignatureDt02022-11-15
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/PreparationDt02022-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02022-11-15T13:36:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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