Civic Intelligence

Great Plains Energy Incorporated Joint Trusteed Health & Welfare Fund

990 • Fiscal year 2019 • EIN 43-1238313

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization ProfileN/A
PO Box 418679Kansas City, MO 64141-9679

(816) 701-7817

Siviq Scores

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

Liabilities / Assets

58th percentile

0.06x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.08x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2019

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

24th percentile

-2.6%

Faster revenue growth than 24% of similar nonprofits.

2019 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$47,201,105

Up $4,635,535 (+11%) from 2018

Net Assets

Up

$44,558,563

Up $5,827,242 (+15%) from 2018

Liabilities

Down

$2,642,542

Down $1,191,707 (-31%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Down

$32,692,633

Down $867,978 (-2.6%) from 2018

Expenses

Down

$29,272,319

Down $1,007,433 (-3.3%) from 2018

Net Income

Up

$3,420,314

Up $139,455 (+4.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$60M$40M$20M$0Assets 2010: $13,949,204Liabilities 2010: $1,347,100Net Assets 2010: $12,602,1042010Assets 2011: $17,390,836Liabilities 2011: $2,294,027Net Assets 2011: $15,096,8092011Assets 2012: $28,488,591Liabilities 2012: $519,152Net Assets 2012: $27,969,4392012Assets 2013: $37,205,768Liabilities 2013: $2,339,534Net Assets 2013: $34,866,2342013Assets 2014: $42,039,220Liabilities 2014: $2,625,236Net Assets 2014: $39,413,9842014Assets 2015: $42,591,197Liabilities 2015: $2,990,570Net Assets 2015: $39,600,6272015Assets 2016: $39,666,639Liabilities 2016: $2,990,974Net Assets 2016: $36,675,6652016Assets 2017: $39,992,721Liabilities 2017: $3,667,310Net Assets 2017: $36,325,4112017Assets 2018: $42,565,570Liabilities 2018: $3,834,249Net Assets 2018: $38,731,3212018Assets 2019: $47,201,105Liabilities 2019: $2,642,542Net Assets 2019: $44,558,5632019Assets 2020: $52,267,256Liabilities 2020: $1,683,843Net Assets 2020: $50,583,4132020Assets 2021: $52,468,726Liabilities 2021: $2,938,896Net Assets 2021: $49,529,8302021Assets 2022: $46,788,513Liabilities 2022: $3,060,088Net Assets 2022: $43,728,4252022Assets 2023: $51,427,878Liabilities 2023: $1,105,823Net Assets 2023: $50,322,0552023Assets 2024: $56,418,398Liabilities 2024: $1,565,336Net Assets 2024: $54,853,0622024

Highlighted filing

2019

Assets$47,201,105
Liabilities$2,642,542
Net Assets$44,558,563
Open 2019 Filing

Operations Trend

Revenue Growth24th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $4,110,8062010Revenue 2011: $8,188,673Expenses 2011: $5,458,719Net Income 2011: $2,729,9542011Expenses 2012: $4,200,2132012Revenue 2013: $31,224,436Expenses 2013: $24,327,641Net Income 2013: $6,896,7952013Revenue 2014: $30,662,182Expenses 2014: $26,114,432Net Income 2014: $4,547,7502014Revenue 2015: $29,151,831Expenses 2015: $28,965,188Net Income 2015: $186,6432015Revenue 2016: $28,409,306Expenses 2016: $31,950,524Net Income 2016: -$3,541,2182016Revenue 2017: $32,907,913Expenses 2017: $33,116,918Net Income 2017: -$209,0052017Revenue 2018: $33,560,611Expenses 2018: $30,279,752Net Income 2018: $3,280,8592018Revenue 2019: $32,692,633Expenses 2019: $29,272,319Net Income 2019: $3,420,3142019Revenue 2020: $30,654,351Expenses 2020: $26,942,914Net Income 2020: $3,711,4372020Revenue 2021: $27,820,976Expenses 2021: $28,873,013Net Income 2021: -$1,052,0372021Revenue 2022: $26,609,117Expenses 2022: $26,802,903Net Income 2022: -$193,7862022Revenue 2023: $22,177,986Expenses 2023: $18,530,668Net Income 2023: $3,647,3182023Revenue 2024: $20,107,058Expenses 2024: $16,106,788Net Income 2024: $4,000,2702024

Highlighted filing

2019

Revenue$32,692,633
Expenses$29,272,319
Net Income$3,420,314
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$80,310,066
Mission and Program Overview

Mission

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

See schedule o.the purpose of the trust is to provide medical, dental, life and accidental death and dismemberment benefits to participants of the company.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$38,731,321$44,558,563▲ $5,827,242
Investments in Publicly Traded Securities$38,197,296$42,203,286▲ $4,005,990
Savings and Temporary Cash Investments$3,149,974$3,935,968▲ $785,994
Accounts Receivable$1,014,575$912,502▼ $102,073
Cash and Non-Interest-Bearing Accounts$203,725$149,349▼ $54,376
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$42,565,570$47,201,105▲ $4,635,535
Liabilities
Accounts Payable and Accrued Expenses$3,834,249$2,642,542▼ $1,191,707
Total Liabilities$3,834,249$2,642,542▼ $1,191,707
Net Assets / Fund Balance
Total Net Assets Fund Balance$38,731,321$44,558,563▲ $5,827,242
Total Liabilities and Net Assets / Fund Balance$42,565,570$47,201,105▲ $4,635,535
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Mike SporChairman
-Trustee
Dave PinonTrustee
Duane AnstaettTrustee
Jeff BeasleyTrustee
Lori WrightTrustee
Randy AdamsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,553,836
Investment Income
$1,138,797
Other Revenue
$0
Change in Net Assets
$3,420,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,692,633
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,406,928
Total Revenue per Audited Statements
$35,099,561
Total Revenue per Form 990
$32,692,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,708,483
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---$27,563,836
Other Expenses---$537,094
Total Functional Expenses$0$0$0$29,272,319

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,254,258
Total Expenses per Audited Statements$30,254,258
Total Expenses per Form 990$29,272,319
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-981,939
Other Expense Adjustments$-981,939
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 association 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 made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Evergy Inc
EIN
43-1238313
Phone
8167017817
Address
PO BOX 418679, KANSAS CITY, MO 64141-9679

Signing Officer

Name
Kelly Murphy
Title
Sr Director of Hr Strategy & Ops.
Phone
8167017817
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Murphy
Formed
1974
Legal Domicile
Mo
Voting Board Members
6
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 -981,939.”

Raw XML Appendix353 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/BOYAmt03834249
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02642542
IRS990/AccountsReceivableGrp/BOYAmt01014575
IRS990/AccountsReceivableGrp/EOYAmt0912502
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O.THE PURPOSE OF THE TRUST IS TO PROVIDE MEDICAL, DENTAL, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS OF THE COMPANY.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt027563836
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KELLY MURPHY
IRS990/BooksInCareOfDetail/PhoneNum08167017817
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/BooksInCareOfDetail/USAddress/CityNm0KANSAS CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd064141
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IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DUANE ANSTAETT
IRS990/Form990PartVIISectionAGrp/PersonNm1RANDY ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVE PINON
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF BEASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4LORI WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE SPOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-133435
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt047483998
IRS990/GrossReceiptsAmt080310066
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01272232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01272232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt038197296
IRS990/InvestmentsPubTradedSecGrp/EOYAmt042203286
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047617433
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, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS OF THE COMPANY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02406928
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUMS
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IRS990/OtherExpensesGrp/TotalAmt1537094
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02406928
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-981939
IRS990ScheduleD/RevenueNotReportedAmt02406928
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt032692633
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 -981,939.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt029272319
IRS990ScheduleD/TotalRevenuePerForm990Amt032692633
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt035099561
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt030254258
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 ASSOCIATION 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 MADE 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/InvolvedAmt026458465
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/TotalAssetsBOYAmt042565570
IRS990/TotalAssetsEOYAmt047201105
IRS990/TotalAssetsGrp/BOYAmt042565570
IRS990/TotalAssetsGrp/EOYAmt047201105
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt029272319
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03834249
IRS990/TotalLiabilitiesEOYAmt02642542
IRS990/TotalLiabilitiesGrp/BOYAmt03834249
IRS990/TotalLiabilitiesGrp/EOYAmt02642542
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt038731321
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044558563
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt031553836
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01138797
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031553836
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032692633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042565570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047201105
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd0641419679
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY MURPHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SR DIRECTOR OF HR STRATEGY & OPS.
ReturnHeader/BusinessOfficerGrp/PhoneNum08167017817
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT TRUSTEED HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0431238313
ReturnHeader/Filer/PhoneNum08167017817
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 418679
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0641419679
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8FA1BE7559E4CA2696AD45672B6EE99DB919A3D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt04.17.130.218
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:39:48
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/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02020-11-10T12:28:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,201,105
Liabilities
$2,642,542
Net assets
$44,558,563
Revenue
$32,692,633
Expenses
$29,272,319
Net income
$3,420,314
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.4$1.57$54.9$20.1$16.1$4.00
2023Detailed filing. Detailed filing data is available for this year.$51.4$1.11$50.3$22.2$18.5$3.65
2022Detailed filing. Detailed filing data is available for this year.$46.8$3.06$43.7$26.6$26.8$0.19
2021Detailed filing. Detailed filing data is available for this year.$52.5$2.94$49.5$27.8$28.9$1.05
2020Detailed filing. Detailed filing data is available for this year.$52.3$1.68$50.6$30.7$26.9$3.71
2019Detailed filing. Detailed filing data is available for this year.$47.2$2.64$44.6$32.7$29.3$3.42
2018Summary only. Only limited summary data is available for this year.$42.6$3.83$38.7$33.6$30.3$3.28
2017Detailed filing. Detailed filing data is available for this year.$40.0$3.67$36.3$32.9$33.1$0.21
2016Detailed filing. Detailed filing data is available for this year.$39.7$2.99$36.7$28.4$32.0$3.54
2015Detailed filing. Detailed filing data is available for this year.$42.6$2.99$39.6$29.2$29.0$0.19
2014Detailed filing. Detailed filing data is available for this year.$42.0$2.63$39.4$30.7$26.1$4.55
2013Detailed filing. Detailed filing data is available for this year.$37.2$2.34$34.9$31.2$24.3$6.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$0.52$28.0$4.20
2011Summary only. Only limited summary data is available for this year.$17.4$2.29$15.1$8.19$5.46$2.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$1.35$12.6$4.11