Civic Intelligence

Great Plains Energy Incorporated Joint Trusteed Health & Welfare Fund

990 • Fiscal year 2020 • EIN 43-1238313

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

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

(816) 652-1268

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

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

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

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

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

Net Margin

67th percentile

12%

Higher net margin than 67% 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

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

31st percentile

-6.2%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$52,267,256

Up $5,066,151 (+11%) from 2019

Net Assets

Up

$50,583,413

Up $6,024,850 (+14%) from 2019

Liabilities

Down

$1,683,843

Down $958,699 (-36%) from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin67th percentile

Revenue

Down

$30,654,351

Down $2,038,282 (-6.2%) from 2019

Expenses

Down

$26,942,914

Down $2,329,405 (-8.0%) from 2019

Net Income

Up

$3,711,437

Up $291,123 (+8.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2020

Assets$52,267,256
Liabilities$1,683,843
Net Assets$50,583,413
Open 2020 Filing

Operations Trend

Revenue Growth31st 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

2020

Revenue$30,654,351
Expenses$26,942,914
Net Income$3,711,437
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
$76,530,144
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$44,558,563$50,583,413▲ $6,024,850
Investments in Publicly Traded Securities$42,203,286$47,654,216▲ $5,450,930
Savings and Temporary Cash Investments$3,935,968$3,211,129▼ $724,839
Accounts Receivable$912,502$988,806▲ $76,304
Cash and Non-Interest-Bearing Accounts$149,349$413,105▲ $263,756
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$47,201,105$52,267,256▲ $5,066,151
Liabilities
Accounts Payable and Accrued Expenses$2,642,542$1,683,843▼ $958,699
Total Liabilities$2,642,542$1,683,843▼ $958,699
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,558,563$50,583,413▲ $6,024,850
Total Liabilities and Net Assets / Fund Balance$47,201,105$52,267,256▲ $5,066,151
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Jana DuvallTrustee
Jeff MartinTrustee
Kevin NobletTrustee
Lori WrightTrustee
Mike SporTrustee
Shawn EdwardsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,520,231
Investment Income
$1,134,120
Other Revenue
$0
Change in Net Assets
$3,711,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,654,351
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,313,413
Total Revenue per Audited Statements
$32,967,764
Total Revenue per Form 990
$30,654,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,794,259
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---$25,148,655
Other Expenses---$608,561
Total Functional Expenses$0$0$0$26,942,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,894,260
Total Expenses per Audited Statements$27,894,260
Total Expenses per Form 990$26,942,914
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-951,346
Other Expense Adjustments$-951,346
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
8166521268
Address
PO BOX 418679, KANSAS CITY, MO 64141-9679

Signing Officer

Name
Kelly Murphy
Title
Sr Director of Hr Strategy & Ops.
Phone
8166521268
Signed
2021-11-13
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 -951,346.”

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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02642542
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01683843
IRS990/AccountsReceivableGrp/BOYAmt0912502
IRS990/AccountsReceivableGrp/EOYAmt0988806
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/TotalAmt025148655
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/BOYAmt044558563
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt050583413
IRS990/CashNonInterestBearingGrp/BOYAmt0149349
IRS990/CashNonInterestBearingGrp/EOYAmt0413105
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt025148655
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01134120
IRS990/CYOtherExpensesAmt01794259
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt029520231
IRS990/CYRevenuesLessExpensesAmt03711437
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026942914
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt030654351
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/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0COMMERCE BANK & TRUST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SHAWN EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE SPOR
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm3KEVIN NOBLET
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JANA DUVALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-77207
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt045798586
IRS990/GrossReceiptsAmt076530144
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01211327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01211327
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042203286
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047654216
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045875793
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
IRS990/NetAssetsOrFundBalancesBOYAmt044558563
IRS990/NetAssetsOrFundBalancesEOYAmt050583413
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-77207
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-77207
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02313413
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1INSURANCE PREMIUMS
IRS990/OtherExpensesGrp/TotalAmt01185698
IRS990/OtherExpensesGrp/TotalAmt1608561
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KELLY MURPHY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024663243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14856988
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024663243
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14856988
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt027563836
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01138797
IRS990/PYOtherExpensesAmt01708483
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt031553836
IRS990/PYRevenuesLessExpensesAmt03420314
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt029272319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032692633
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03711437
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03935968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03211129
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-951346
IRS990ScheduleD/ExpensesSubtotalAmt027894260
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02313413
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-951346
IRS990ScheduleD/RevenueNotReportedAmt02313413
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt030654351
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 -951,346.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt026942914
IRS990ScheduleD/TotalRevenuePerForm990Amt030654351
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt032967764
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027894260
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/InvolvedAmt024663243
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/TotalAssetsBOYAmt047201105
IRS990/TotalAssetsEOYAmt052267256
IRS990/TotalAssetsGrp/BOYAmt047201105
IRS990/TotalAssetsGrp/EOYAmt052267256
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026942914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02642542
IRS990/TotalLiabilitiesEOYAmt01683843
IRS990/TotalLiabilitiesGrp/BOYAmt02642542
IRS990/TotalLiabilitiesGrp/EOYAmt01683843
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt044558563
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050583413
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt029520231
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01134120
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029520231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030654351
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047201105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052267256
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/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/PersonTitleTxt0SR DIRECTOR OF HR STRATEGY & OPS.
ReturnHeader/BusinessOfficerGrp/PhoneNum08166521268
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERGY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT TRUSTEED HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0431238313
ReturnHeader/Filer/PhoneNum08166521268
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 418679
ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0641419679
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/PreparationDt02021-11-10
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

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$52,267,256
Liabilities
$1,683,843
Net assets
$50,583,413
Revenue
$30,654,351
Expenses
$26,942,914
Net income
$3,711,437
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