Civic Intelligence

Great Plains Energy Incorporated Management Health & Welfare Trust

990 • Fiscal year 2023 • EIN 39-2046767

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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

38th percentile

0.01x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.06x

Higher debt load relative to revenue than 52% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

6th percentile

-75%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$55,209

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

19th percentile

-1.7%

Faster asset growth than 19% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-18%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$72,246,748

Down $1,235,206 (-1.7%) from 2022

Net Assets

Down

$71,775,483

Down $1,266,912 (-1.7%) from 2022

Liabilities

Up

$471,265

Up $31,706 (+7.2%) from 2022

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin6th percentile

Revenue

Down

$8,254,264

Down $1,793,567 (-18%) from 2022

Expenses

Up

$14,478,791

Up $8,094,036 (+127%) from 2022

Net Income

Down

-$6,224,527

Down $9,887,603 (-270%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2023

Assets$72,246,748
Liabilities$471,265
Net Assets$71,775,483
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$8,254,264
Expenses$14,478,791
Net Income-$6,224,527
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$20,151,200
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.

Providing retirees medical, prescription drug, dental, vision, and basic life benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$73,042,395$71,775,483▼ $1,266,912
Investments in Publicly Traded Securities$60,918,380$65,578,026▲ $4,659,646
Prepaid Expenses and Deferred Charges$7,467,429$4,785,928▼ $2,681,501
Accounts Receivable$4,565,882$1,300,683▼ $3,265,199
Savings and Temporary Cash Investments$0$51,658▲ $51,658
Cash and Non-Interest-Bearing Accounts$0$45▲ $45
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$73,481,954$72,246,748▼ $1,235,206
Other Assets Total$530,263$530,408▲ $145
Liabilities
Accounts Payable and Accrued Expenses$428,111$316,580▼ $111,531
Other Liabilities$11,448$154,685▲ $143,237
Total Liabilities$439,559$471,265▲ $31,706
Net Assets / Fund Balance
Total Net Assets Fund Balance$73,042,395$71,775,483▼ $1,266,912
Total Liabilities and Net Assets / Fund Balance$73,481,954$72,246,748▼ $1,235,206
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseOtherTotal
Theresa DodsonTrustee$28,830$26,379$55,209

Board Members and Trustees

NameTitle
Lesley ElwellChair
Heather HumphreyTrustee
John BridsonTrustee
Kirk AndrewsTrustee
Ryan MulvanyTrustee
-Authorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,428,432
Investment Income
$2,825,832
Other Revenue
$0
Change in Net Assets
$-6,224,527

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,216,200
Revenue Not Reported on Financial Statements
$38,064
Revenue Not Reported on Form 990
$4,957,615
Other Revenue Adjustments
$38,064
Total Revenue per Audited Statements
$13,173,815
Total Revenue per Form 990
$8,254,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,468,366
Salaries, Compensation, and Employee Benefits$28,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,981,595
Fees for Services Other---$271,473
Fees for Services Accounting---$61,006
Fees for Service Investment Mgmnt Fees---$58,332
Other Expenses---$38,064
Current Officers, Directors, Trustees, and Key Employees---$28,830
Total Functional Expenses$0$0$0$14,478,791

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,552,258
Total Expenses per Form 990$14,478,791
Expenses per Audited Statements$14,440,727
Expenses Not Reported on Form 990$111,531
Expenses Not Reported on Financial Statements$38,064
Other Expense Adjustments$38,064
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$83,202
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 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

“Form 990 is prepared by an independent cpa firm and reviewed by the benefits accounting department of evergy, inc. Prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“This organization's governing documents and financial statements are not made available to the public.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Theresa Dodson
Title
Director, Benefits
Phone
8166521268
Signed
2024-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theresa Dodson
Formed
1976
Legal Domicile
Mo
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors 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:

“The trust established under the plan to hold the plan's assets, except the assets for key retirees which are held in another trust, is intended to qualify pursuant of section 501(c)(9) of the internal revenue code (irc), and accordingly, the qualified trust's net investment income is exempt from income taxes. The qualified trust has obtained an exemption letter from the internal revenue service (irs) dated january 19, 1977. However, investment income of certain of the qualified trust's assets is subject to unrelated business income taxes (ubit) which are recorded as an expense of the plan. The plan sponsor believes that the qualified trust, as amended, continues to qualify and to operate in accordance with the applicable requirements of the irc. 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 XI, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes paid reported on part ix, line 24 38,064.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Change in benefit obligation amount currently payable 111,531.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Foreign taxes paid reported on part ix, line 24 38,064.”

Raw XML Appendix393 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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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt038064
IRS990ScheduleD/ExpensesSubtotalAmt014440727
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt071483
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04957615
IRS990ScheduleD/OtherExpensesIncludedAmt0111531
IRS990ScheduleD/OtherExpensesNotIncludedAmt038064
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt083202
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt038064
IRS990ScheduleD/RevenueNotReportedAmt04957615
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt038064
IRS990ScheduleD/RevenueSubtotalAmt08216200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS, EXCEPT THE ASSETS FOR KEY RETIREES WHICH ARE HELD IN ANOTHER TRUST, IS INTENDED TO QUALIFY PURSUANT OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND ACCORDINGLY, THE QUALIFIED TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE QUALIFIED TRUST HAS OBTAINED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JANUARY 19, 1977. HOWEVER, INVESTMENT INCOME OF CERTAIN OF THE QUALIFIED TRUST'S ASSETS IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES (UBIT) WHICH ARE RECORDED AS AN EXPENSE OF THE PLAN. THE PLAN SPONSOR BELIEVES THAT THE QUALIFIED TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 38,064.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFIT OBLIGATION AMOUNT CURRENTLY PAYABLE 111,531.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3FOREIGN TAXES PAID REPORTED ON PART IX, LINE 24 38,064.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt014478791
IRS990ScheduleD/TotalLiabilityAmt0154685
IRS990ScheduleD/TotalRevenuePerForm990Amt08254264
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013173815
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014552258
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/ExplanationTxt1FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED BY THE BENEFITS ACCOUNTING DEPARTMENT OF EVERGY, INC. PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE 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 ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd064105
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EVERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1EVERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1WESTAR ENERGY INC POST RETIREMENT & DISABILITY BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0431238313
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1481165594
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 418679
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 889 818 S KANSAS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KANSAS CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TOPEKA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd064141
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd166612
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt073481954
IRS990/TotalAssetsEOYAmt072246748
IRS990/TotalAssetsGrp/BOYAmt073481954
IRS990/TotalAssetsGrp/EOYAmt072246748
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt014478791
IRS990/TotalGrossUBIAmt02825832
IRS990/TotalLiabilitiesBOYAmt0439559
IRS990/TotalLiabilitiesEOYAmt0471265
IRS990/TotalLiabilitiesGrp/BOYAmt0439559
IRS990/TotalLiabilitiesGrp/EOYAmt0471265
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073042395
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt071775483
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05428432
IRS990/TotalReportableCompFromOrgAmt028830
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05428432
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt08254264
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02825832
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073481954
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt072246748
IRS990/TotReportableCompRltdOrgAmt026379
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064141
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA DODSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, BENEFITS
ReturnHeader/BusinessOfficerGrp/PhoneNum08166521268
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY INC MANAGEMENT EMPLOYEES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE FUND
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/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341874260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS 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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02024-11-14T14:53:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,246,748
Liabilities
$471,265
Net assets
$71,775,483
Revenue
$8,254,264
Expenses
$14,478,791
Net income
-$6,224,527
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