Civic Intelligence

Empire District Electric Co Employee Benefit Fund for Bargaining

EIN 43-1716463 • 501(c)9 • Overland Park, KS

Profile

Providing medical and life insurance benefits for retired bargaining unit employees of the empire district electric company.

5901 College Boulevard 100Overland Park, KS 66211

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$45,680

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

52nd percentile

6.4%

Faster asset growth than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-23%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$72,339,465

Up $4,371,371 (+6.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$72,339,465

Up $4,371,371 (+6.4%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin79th percentile

Revenue

Down

$4,345,795

Down $1,312,668 (-23%) from 2023

Expenses

Down

$3,366,032

Down $1,307,782 (-28%) from 2023

Net Income

Down

$979,763

Down $4,886 (-0.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $29,832,133Liabilities 2010: $16,214Net Assets 2010: $29,815,9192010Assets 2011: $30,957,233Liabilities 2011: $18,650Net Assets 2011: $30,938,5832011Assets 2012: $35,138,495Liabilities 2012: $21,791Net Assets 2012: $35,116,7042012Assets 2014: $44,665,188Liabilities 2014: $61,734Net Assets 2014: $44,603,4542014Assets 2015: $44,955,900Liabilities 2015: $0Net Assets 2015: $44,955,9002015Assets 2017: $54,580,446Liabilities 2017: $0Net Assets 2017: $54,580,4462017Assets 2018: $47,222,069Liabilities 2018: $0Net Assets 2018: $47,222,0692018Assets 2019: $58,333,797Liabilities 2019: $0Net Assets 2019: $58,333,7972019Assets 2020: $64,249,392Liabilities 2020: $0Net Assets 2020: $64,249,3922020Assets 2021: $70,688,057Liabilities 2021: $0Net Assets 2021: $70,688,0572021Assets 2022: $60,617,755Liabilities 2022: $0Net Assets 2022: $60,617,7552022Assets 2023: $67,968,094Liabilities 2023: $0Net Assets 2023: $67,968,0942023Assets 2024: $72,339,465Liabilities 2024: $0Net Assets 2024: $72,339,4652024

Highlighted filing

2024

Assets$72,339,465
Liabilities$0
Net Assets$72,339,465
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2010: $6,746,057Expenses 2010: $5,790,905Net Income 2010: $955,1522010Revenue 2011: $7,684,614Expenses 2011: $5,850,887Net Income 2011: $1,833,7272011Revenue 2012: $11,353,189Expenses 2012: $7,312,259Net Income 2012: $4,040,9302012Revenue 2014: $13,629,403Expenses 2014: $6,338,956Net Income 2014: $7,290,4472014Revenue 2015: $10,677,548Expenses 2015: $9,245,204Net Income 2015: $1,432,3442015Revenue 2017: $16,521,322Expenses 2017: $10,683,003Net Income 2017: $5,838,3192017Revenue 2018: $2,133,142Expenses 2018: $3,991,279Net Income 2018: -$1,858,1372018Revenue 2019: $6,105,261Expenses 2019: $3,403,838Net Income 2019: $2,701,4232019Revenue 2020: $2,564,175Expenses 2020: $3,136,568Net Income 2020: -$572,3932020Revenue 2021: $7,627,801Expenses 2021: $3,850,372Net Income 2021: $3,777,4292021Revenue 2022: $6,196,790Expenses 2022: $4,021,572Net Income 2022: $2,175,2182022Revenue 2023: $5,658,463Expenses 2023: $4,673,814Net Income 2023: $984,6492023Revenue 2024: $4,345,795Expenses 2024: $3,366,032Net Income 2024: $979,7632024

Highlighted filing

2024

Revenue$4,345,795
Expenses$3,366,032
Net Income$979,763
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$72,339,465
Liabilities
$0
Net assets
$72,339,465
Revenue
$4,345,795
Expenses
$3,366,032
Net income
$979,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.3$0.00$72.3$4.35$3.37$0.98
2023Summary only. Only limited summary data is available for this year.$68.0$0.00$68.0$5.66$4.67$0.98
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.6$0.00$60.6$6.20$4.02$2.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.7$0.00$70.7$7.63$3.85$3.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.2$0.00$64.2$2.56$3.14$0.57
2019Summary only. Only limited summary data is available for this year.$58.3$0.00$58.3$6.11$3.40$2.70
2018Summary only. Only limited summary data is available for this year.$47.2$0.00$47.2$2.13$3.99$1.86
2017Summary only. Only limited summary data is available for this year.$54.6$0.00$54.6$16.5$10.7$5.84
2015Summary only. Only limited summary data is available for this year.$45.0$0.00$45.0$10.7$9.25$1.43
2014Summary only. Only limited summary data is available for this year.$44.7$0.06$44.6$13.6$6.34$7.29
2012Summary only. Only limited summary data is available for this year.$35.1$0.02$35.1$11.4$7.31$4.04
2011Summary only. Only limited summary data is available for this year.$31.0$0.02$30.9$7.68$5.85$1.83
2010Summary only. Only limited summary data is available for this year.$29.8$0.02$29.8$6.75$5.79$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$21,228,674
Mission and Program Overview

Mission

Providing medical and life insurance benefits for retired bargaining unit employees of the empire district electric company.

Benefits for retired bargaining unit employees of the empire district electric company.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$67,968,094$72,339,465▲ $4,371,371
Investments in Publicly Traded Securities$67,960,692$71,915,903▲ $3,955,211
Cash and Non-Interest-Bearing Accounts$7,402$423,562▲ $416,160
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$67,968,094$72,339,465▲ $4,371,371
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$67,968,094$72,339,465▲ $4,371,371
Total Liabilities and Net Assets / Fund Balance$67,968,094$72,339,465▲ $4,371,371
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseOtherTotal
Tim WilsonTrustee$22,723$22,957$45,680

Board Members and Trustees

NameTitle
-Authorized Officer

Highest Paid Contractors

ContractorServicesLocationCompensation
Umr INCClaims Administration118 W WAUSAU AVE, Wausau, WI 54401$221,238
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,319,183
Investment Income
$3,026,612
Other Revenue
$0
Change in Net Assets
$979,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$345,583
Salaries, Compensation, and Employee Benefits$22,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,997,726
Fees for Services Other---$326,780
Current Officers, Directors, Trustees, and Key Employees---$22,723
Fees for Service Investment Mgmnt Fees---$18,803
Total Functional Expenses$0$0$0$3,366,032
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
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“As trustee of the organization, a fiduciary duty is owed the organization complying with the terms and conditions of the trust instrument in conjunction with the internal policies and procedures of the trustees, which includes the preparation, review, and filing of form 990 to satisfy the trustee's duty to care.”

Form 990, Part VI, Section C, Line 19

“The organization makes available upon request documents submitted with form 1024.”

Filing and Contact Details

Filer

Filer Name
Empire District Electric Co Employee
EIN
43-1716463
Phone
9133190380
Address
5901 COLLEGE BOULEVARD 100, OVERLAND PARK, KS 66211

Signing Officer

Name
Tim Wilson
Title
Authorized Signer
Phone
9133190380
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Wilson
Formed
1994
Legal Domicile
Mo
Voting Board Members
1
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 plan maintains two separate veba trusts (which were carried over from the prior plans), one for union retirees and one for non-union retirees (see schedule r, part ii). The irs issued two favorable determination letters dated july 19, 1996, stating that the trusts met the requirements of section 501(c)(9) of the irc, and are exempt from taxation. In addition, the plan and the trusts established under the plan are required to operate in conformity with the irc to maintain the tax-exempt status of the trusts. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc. Generally accepted accounting principles require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix304 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BENEFITS FOR RETIRED BARGAINING UNIT EMPLOYEES OF THE EMPIRE DISTRICT ELECTRIC COMPANY.
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt02997726
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENEFIT TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum09133190380
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05901 COLLEGE BLVD 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0OVERLAND PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990/BooksInCareOfDetail/USAddress/ZIPCd066211
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt067968094
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt072339465
IRS990/CashNonInterestBearingGrp/BOYAmt07402
IRS990/CashNonInterestBearingGrp/EOYAmt0423562
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt022723
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0221238
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0118 W WAUSAU AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WAUSAU
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd054401
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0UMR INC
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02997726
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03026612
IRS990/CYOtherExpensesAmt0345583
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01319183
IRS990/CYRevenuesLessExpensesAmt0979763
IRS990/CYSalariesCompEmpBnftPaidAmt022723
IRS990/CYTotalExpensesAmt03366032
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04345795
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/FeesForServicesOtherGrp/TotalAmt0326780
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018803
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BENEFIT TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0TIM WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt022723
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt022957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1AUTHORIZED OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0903879
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017786758
IRS990/GrossReceiptsAmt021228674
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02122733
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02122733
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt067960692
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071915903
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016882879
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MEDICAL AND LIFE INSURANCE BENEFITS FOR RETIRED BARGAINING UNIT EMPLOYEES OF THE EMPIRE DISTRICT ELECTRIC COMPANY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt067968094
IRS990/NetAssetsOrFundBalancesEOYAmt072339465
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0903879
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0903879
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03391608
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIM WILSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0928473
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1390710
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0928473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1390710
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04324977
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02330816
IRS990/PYOtherExpensesAmt0328099
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03327647
IRS990/PYRevenuesLessExpensesAmt0984649
IRS990/PYSalariesCompEmpBnftPaidAmt020738
IRS990/PYTotalExpensesAmt04673814
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05658463
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0979763
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN MAINTAINS TWO SEPARATE VEBA TRUSTS (WHICH WERE CARRIED OVER FROM THE PRIOR PLANS), ONE FOR UNION RETIREES AND ONE FOR NON-UNION RETIREES (SEE SCHEDULE R, PART II). THE IRS ISSUED TWO FAVORABLE DETERMINATION LETTERS DATED JULY 19, 1996, STATING THAT THE TRUSTS MET THE REQUIREMENTS OF SECTION 501(C)(9) OF THE IRC, AND ARE EXEMPT FROM TAXATION. IN ADDITION, THE PLAN AND THE TRUSTS ESTABLISHED UNDER THE PLAN ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUSTS. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS TRUSTEE OF THE ORGANIZATION, A FIDUCIARY DUTY IS OWED THE ORGANIZATION COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEES, WHICH INCLUDES THE PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY TO CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/EIN0440236370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0EMPIRE DISTRICT ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0602 S JOPLIN AVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JOPLIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0MO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd064801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0EMPIRE DISTRICT ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EMPIRE DISTRICT CO EMPLOYEE BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0431716462
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TIM WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0AUTHORIZED SIGNER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02025-11-13T06:37:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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