Civic Intelligence

Veba Trust Agreement for Liberty

EIN 46-6541199 • 501(c)9 • Overland Park, KS

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Profile

The veba trust is the funding vehicle for the plan sponsor's payments to provide health and dental care benefits to non-union employees, dependents, and retirees of liberty utilities.

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

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$81,086

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

22nd percentile

-5.3%

Faster asset growth than 22% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-13%

Faster revenue growth than 12% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$22,337,474

Down $1,251,222 (-5.3%) from 2023

Liabilities

Down

$0

Down $1,196,807 (-100%) from 2023

Net Assets

Down

$22,337,474

Down $54,415 (-0.2%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin6th percentile

Revenue

Down

$1,131,812

Down $172,548 (-13%) from 2023

Expenses

Up

$1,729,970

Up $408,707 (+31%) from 2023

Net Income

Down

-$598,158

Down $581,255 (-3439%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2015: $7,178,324Liabilities 2015: $0Net Assets 2015: $7,178,3242015Assets 2016: $9,700,601Liabilities 2016: $0Net Assets 2016: $9,700,6012016Assets 2017: $10,572,466Liabilities 2017: $0Net Assets 2017: $10,572,4662017Assets 2018: $10,324,781Liabilities 2018: $0Net Assets 2018: $10,324,7812018Assets 2019: $21,009,613Liabilities 2019: $0Net Assets 2019: $21,009,6132019Assets 2020: $23,725,722Liabilities 2020: $0Net Assets 2020: $23,725,7222020Assets 2021: $24,549,411Liabilities 2021: $0Net Assets 2021: $24,549,4112021Assets 2022: $20,811,330Liabilities 2022: $0Net Assets 2022: $20,811,3302022Assets 2023: $23,588,696Liabilities 2023: $1,196,807Net Assets 2023: $22,391,8892023Assets 2024: $22,337,474Liabilities 2024: $0Net Assets 2024: $22,337,4742024

Highlighted filing

2024

Assets$22,337,474
Liabilities$0
Net Assets$22,337,474
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $900,018Expenses 2015: $194,687Net Income 2015: $705,3312015Revenue 2016: $874,488Expenses 2016: $521,722Net Income 2016: $352,7662016Revenue 2017: $547,170Expenses 2017: $567,209Net Income 2017: -$20,0392017Revenue 2018: $924,043Expenses 2018: $637,345Net Income 2018: $286,6982018Revenue 2019: $1,142,598Expenses 2019: $859,937Net Income 2019: $282,6612019Revenue 2020: $1,191,362Expenses 2020: $702,492Net Income 2020: $488,8702020Revenue 2021: $1,070,931Expenses 2021: $907,019Net Income 2021: $163,9122021Revenue 2022: $1,022,703Expenses 2022: $1,215,934Net Income 2022: -$193,2312022Revenue 2023: $1,304,360Expenses 2023: $1,321,263Net Income 2023: -$16,9032023Revenue 2024: $1,131,812Expenses 2024: $1,729,970Net Income 2024: -$598,1582024

Highlighted filing

2024

Revenue$1,131,812
Expenses$1,729,970
Net Income-$598,158
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,337,474
Liabilities
$0
Net assets
$22,337,474
Revenue
$1,131,812
Expenses
$1,729,970
Net income
-$598,158
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$1.13$1.73$0.60
2023Detailed filing. Detailed filing data is available for this year.$23.6$1.20$22.4$1.30$1.32$0.02
2022Detailed filing. Detailed filing data is available for this year.$20.8$0.00$20.8$1.02$1.22$0.19
2021Detailed filing. Detailed filing data is available for this year.$24.5$0.00$24.5$1.07$0.91$0.16
2020Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.19$0.70$0.49
2019Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$1.14$0.86$0.28
2018Summary only. Only limited summary data is available for this year.$10.3$0.00$10.3$0.92$0.64$0.29
2017Summary only. Only limited summary data is available for this year.$10.6$0.00$10.6$0.55$0.57$0.02
2016Summary only. Only limited summary data is available for this year.$9.70$0.00$9.70$0.87$0.52$0.35
2015Summary only. Only limited summary data is available for this year.$7.18$0.00$7.18$0.90$0.19$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Gross Receipts
$7,368,402
Mission and Program Overview

Mission

The veba trust is the funding vehicle for the plan sponsor's payments to provide health and dental care benefits to non-union employees, dependents, and retirees of liberty utilities.

Health & dental care benefits to non-union retirees of liberty utilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,588,696$22,337,474▼ $1,251,222
Cap Stk Tr Prin Current Funds$22,391,889$22,337,474▼ $54,415
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$23,588,696$22,337,474▼ $1,251,222
Liabilities
Other Liabilities$1,196,807$0▼ $1,196,807
Total Liabilities$1,196,807$0▼ $1,196,807
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,391,889$22,337,474▼ $54,415
Total Liabilities and Net Assets / Fund Balance$23,588,696$22,337,474▼ $1,251,222
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseOtherTotal
Punam MainiTrustee$46,878$34,208$81,086

Board Members and Trustees

NameTitle
-Authorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$104,241
Investment Income
$1,027,571
Other Revenue
$0
Change in Net Assets
$-598,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,878
Other Expenses$8,374
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,674,718
Current Officers, Directors, Trustees, and Key Employees---$46,878
Fees for Service Investment Mgmnt Fees---$8,374
Total Functional Expenses$0$0$0$1,729,970
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
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 trust does not have committees with authority to act on behalf of the governing body.”

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

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

Form 990, Part VI, Section C, Line 19

“The trust makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Veba Trust Agreement for Liberty
EIN
46-6541199
Phone
9133190380
Address
5901 COLLEGE BOULEVARD 100, OVERLAND PARK, KS 66211

Signing Officer

Name
Punam Maini
Title
Authorized Officer
Phone
9133190380
Signed
2025-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Punam Maini
Formed
2012
Legal Domicile
Ks
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
Raw XML Appendix290 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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IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A TRUSTEE OF THE VEBA TRUST, A FIDUCIARY DUTY IS OWED THE VEBA TRUST COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, WHICH INCLUDES THE REVIEW OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY OF CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0VEBA TRUST AGREEMENT FOR LIBERTY UTILITIES UNION EMPLOYEES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09133190380
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VEBA TRUST AGREEMENT FOR LIBERTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UTILITIES NON-UNION EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0VEBA
ReturnHeader/Filer/EIN0466541199
ReturnHeader/Filer/PhoneNum09133190380
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 COLLEGE BOULEVARD 100
ReturnHeader/Filer/USAddress/CityNm0OVERLAND PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066211
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/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02025-07-31T10:16:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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