Civic Intelligence

Westar Energy Inc- Post Retirement &

990 • Fiscal year 2020 • EIN 48-1165594

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
PO Box 889 818 South Kansas AveTopeka, KS 66612

(785) 575-6300

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$18,694

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

35th percentile

4.4%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-84%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$125,579,418

Up $5,316,177 (+4.4%) from 2019

Net Assets

Up

$125,442,788

Up $5,506,981 (+4.6%) from 2019

Liabilities

Down

$136,630

Down $190,804 (-58%) from 2019

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin10th percentile

Revenue

Down

$7,106,133

Down $36,833,187 (-84%) from 2019

Expenses

Down

$9,530,821

Down $1,112,566 (-10%) from 2019

Net Income

Down

-$2,424,688

Down $35,720,621 (-107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$150M$100M$50M$0Assets 2010: $86,995,044Liabilities 2010: $0Net Assets 2010: $86,995,0442010Assets 2011: $91,868,240Liabilities 2011: $0Net Assets 2011: $91,868,2402011Assets 2012: $106,803,836Liabilities 2012: $0Net Assets 2012: $106,803,8362012Assets 2013: $123,408,707Liabilities 2013: $0Net Assets 2013: $123,408,7072013Assets 2014: $122,949,120Liabilities 2014: $2,305,976Net Assets 2014: $120,643,1442014Assets 2015: $115,458,127Liabilities 2015: $193,106Net Assets 2015: $115,265,0212015Assets 2016: $115,719,770Liabilities 2016: $259,129Net Assets 2016: $115,460,6412016Assets 2017: $124,202,936Liabilities 2017: $301,328Net Assets 2017: $123,901,6082017Assets 2018: $109,523,861Liabilities 2018: $395,052Net Assets 2018: $109,128,8092018Assets 2019: $120,263,241Liabilities 2019: $327,434Net Assets 2019: $119,935,8072019Assets 2020: $125,579,418Liabilities 2020: $136,630Net Assets 2020: $125,442,7882020Assets 2021: $123,818,905Liabilities 2021: $945,672Net Assets 2021: $122,873,2332021Assets 2022: $99,798,074Liabilities 2022: $215,535Net Assets 2022: $99,582,5392022Assets 2023: $101,500,165Liabilities 2023: $37,976Net Assets 2023: $101,462,1892023Assets 2024: $101,082,391Liabilities 2024: $146,912Net Assets 2024: $100,935,4792024

Highlighted filing

2020

Assets$125,579,418
Liabilities$136,630
Net Assets$125,442,788
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MRevenue 2010: $16,474,285Expenses 2010: $11,987,373Net Income 2010: $4,486,9122010Revenue 2011: $18,504,372Expenses 2011: $12,629,291Net Income 2011: $5,875,0812011Revenue 2012: $16,493,228Expenses 2012: $11,288,719Net Income 2012: $5,204,5092012Revenue 2013: $13,369,326Expenses 2013: $11,752,560Net Income 2013: $1,616,7662013Revenue 2014: $9,482,387Expenses 2014: $16,142,980Net Income 2014: -$6,660,5932014Revenue 2015: $5,330,615Expenses 2015: $7,574,930Net Income 2015: -$2,244,3152015Revenue 2016: $6,328,573Expenses 2016: $9,247,813Net Income 2016: -$2,919,2402016Revenue 2017: $7,239,663Expenses 2017: $9,426,311Net Income 2017: -$2,186,6482017Revenue 2018: $7,387,221Expenses 2018: $9,599,521Net Income 2018: -$2,212,3002018Revenue 2019: $43,939,320Expenses 2019: $10,643,387Net Income 2019: $33,295,9332019Revenue 2020: $7,106,133Expenses 2020: $9,530,821Net Income 2020: -$2,424,6882020Revenue 2021: $12,812,327Expenses 2021: $13,017,684Net Income 2021: -$205,3572021Revenue 2022: $9,223,288Expenses 2022: $9,374,877Net Income 2022: -$151,5892022Revenue 2023: $4,436,500Expenses 2023: $11,103,162Net Income 2023: -$6,666,6622023Revenue 2024: $6,760,757Expenses 2024: $9,339,631Net Income 2024: -$2,578,8742024

Highlighted filing

2020

Revenue$7,106,133
Expenses$9,530,821
Net Income-$2,424,688
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$26,609,432
Mission and Program Overview

Mission

Veba trust used to pay post retirement benefits for certain retirees

Veba trust used to pay post-retirement benefits to certain retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$119,935,807$125,442,788▲ $5,506,981
Investments Other Securities$119,591,223$124,901,191▲ $5,309,968
Investments in Publicly Traded Securities$670,559$678,221▲ $7,662
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$120,263,241$125,579,418▲ $5,316,177
Other Assets Total$1,459$6▼ $1,453
Liabilities
Accounts Payable and Accrued Expenses$327,434$136,630▼ $190,804
Total Liabilities$327,434$136,630▼ $190,804
Net Assets / Fund Balance
Total Net Assets Fund Balance$119,935,807$125,442,788▲ $5,506,981
Total Liabilities and Net Assets / Fund Balance$120,263,241$125,579,418▲ $5,316,177

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$124,901,191--
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
-Trustee$18,694$18,694

Highest Paid Contractors

ContractorServicesLocationCompensation
Russell Institutional Funds ManagementInvestment Manager990 A STREET, Tacoma, WA 98402$479,439
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$972,208
Investment Income
$6,133,925
Other Revenue
$0
Change in Net Assets
$-2,424,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,106,133
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,931,669
Total Revenue per Audited Statements
$15,037,802
Total Revenue per Form 990
$7,106,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,801,235
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$7,729,586--$7,729,586
Fees for Service Investment Mgmnt Fees-$479,439-$479,439
Fees for Services Other-$85,249-$85,249
Fees for Services Accounting-$21,575-$21,575
Other Expenses-$18,694-$18,694
Total Functional Expenses$7,729,586$1,801,235$0$9,530,821

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,530,821
Total Expenses per Audited Statements$9,530,821
Total Expenses per Form 990$9,530,821
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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 B, Line 11B

“No review of form 990 was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“This is a section 501(c)(9) voluntary employee's beneficiary assocation 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 available to the general public.”

Filing and Contact Details

Filer

Filer Name
Westar Energy Inc- Post Retirement &
EIN
48-1165594
Phone
7855756300
Address
PO BOX 889 818 SOUTH KANSAS AVE, TOPEKA, KS 66612

Signing Officer

Name
Kelly Murphy
Title
Sr Director of Hr Strategy & Ops
Phone
8166521268
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Murphy
Formed
1995
Legal Domicile
Ks
Voting Board Members
0
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:

“Generally accepted accounting principles require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the applicable taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix325 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/BOYAmt0327434
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0136630
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0VEBA TRUST USED TO PAY POST-RETIREMENT BENEFITS TO CERTAIN RETIREES.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt07729586
IRS990/BenefitsToMembersGrp/TotalAmt07729586
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF NEW YORK MELLON TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum04129234657
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE MELLON BANK CENTER 500 GRANT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0479439
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0990 A STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0TACOMA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd098402
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0RUSSELL INSTITUTIONAL FUNDS MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGER
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt01801235
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0972208
IRS990/CYRevenuesLessExpensesAmt0-2424688
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IRS990/CYTotalRevenueAmt07106133
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE VEBA TRUST FUNDS A HEALTH REIMBURSEMENT ACCOUNT FOR ELIGIBLE REITREES THAT CAN BE USED FOR VARIOUS MEDICAL AND DENTAL EXPENSES INCLUDING PREMIUMS AND CLAIMS. THE VEBA TRUST ALSO PAYS DENTAL CLAIMS FOR PRE 65 RETIREES AS WELL AS LIFE INSURANCE PREMIUMS FOR CERTAIN ELIGIBLE RETIREES. IN ADDITION, THE VEBA TRUST ACCUMULATES A BENEFIT FOR FUTURE RETIREES. THE AMOUNT OF EXPENSE RELATES TO PAYMENTS FOR CURRENT RETIREES' POST-RETIREMENT BENEFITS.
IRS990/DescribedInSection501c3Ind00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt07729586
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021575
IRS990/FeesForServicesAccountingGrp/TotalAmt021575
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt085249
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0479439
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt018694
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06132155
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025635454
IRS990/GrossReceiptsAmt026609432
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01770
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01770
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0119591223
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0124901191
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0670559
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0678221
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KS
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019503299
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VEBA TRUST USED TO PAY POST RETIREMENT BENEFITS FOR CERTAIN RETIREES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0119935807
IRS990/NetAssetsOrFundBalancesEOYAmt0125442788
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03367345
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06132155
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt02764810
IRS990/NetUnrelatedBusTxblIncmAmt02531605
IRS990/NetUnrlzdGainsLossesInvstAmt07931669
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd01
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt06
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc1TRUSTEE FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01196278
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KELLY MURPHY
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. 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:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW OF FORM 990 WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A SECTION 501(C)(9) VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCATION 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 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01200 MAIN ST
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0582789
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EVERGY INC - EMPLOYER PLAN CONTRIBUTIONS
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/TotalAssetsBOYAmt0120263241
IRS990/TotalAssetsEOYAmt0125579418
IRS990/TotalAssetsGrp/BOYAmt0120263241
IRS990/TotalAssetsGrp/EOYAmt0125579418
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01801235
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07729586
IRS990/TotalFunctionalExpensesGrp/TotalAmt09530821
IRS990/TotalGrossUBIAmt02766580
IRS990/TotalLiabilitiesBOYAmt0327434
IRS990/TotalLiabilitiesEOYAmt0136630
IRS990/TotalLiabilitiesGrp/BOYAmt0327434
IRS990/TotalLiabilitiesGrp/EOYAmt0136630
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119935807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125442788
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07729586
IRS990/TotalProgramServiceRevenueAmt0972208
IRS990/TotalReportableCompFromOrgAmt018694
IRS990/TotalRevenueGrp/ExclusionAmt04339553
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07106133
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02766580
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0120263241
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0125579418
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 418679
IRS990/USAddress/CityNm0KANSAS CITY
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd064141
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTAR ENERGY INC- POST RETIREMENT &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DISABILITY BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0481165594
ReturnHeader/Filer/PhoneNum07855756300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 889 818 SOUTH KANSAS AVE
ReturnHeader/Filer/USAddress/CityNm0TOPEKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066612
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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA BURKE
ReturnHeader/ReturnTs02021-11-15T11:53:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MURPHY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$125,579,418
Liabilities
$136,630
Net assets
$125,442,788
Revenue
$7,106,133
Expenses
$9,530,821
Net income
-$2,424,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$0.15$101$6.76$9.34$2.58
2023Detailed filing. Detailed filing data is available for this year.$102$0.04$101$4.44$11.1$6.67
2022Detailed filing. Detailed filing data is available for this year.$99.8$0.22$99.6$9.22$9.37$0.15
2021Detailed filing. Detailed filing data is available for this year.$124$0.95$123$12.8$13.0$0.21
2020Detailed filing. Detailed filing data is available for this year.$126$0.14$125$7.11$9.53$2.42
2019Summary only. Only limited summary data is available for this year.$120$0.33$120$43.9$10.6$33.3
2018Summary only. Only limited summary data is available for this year.$110$0.40$109$7.39$9.60$2.21
2017Summary only. Only limited summary data is available for this year.$124$0.30$124$7.24$9.43$2.19
2016Summary only. Only limited summary data is available for this year.$116$0.26$115$6.33$9.25$2.92
2015Summary only. Only limited summary data is available for this year.$115$0.19$115$5.33$7.57$2.24
2014Summary only. Only limited summary data is available for this year.$123$2.31$121$9.48$16.1$6.66
2013Summary only. Only limited summary data is available for this year.$123$0.00$123$13.4$11.8$1.62
2012Summary only. Only limited summary data is available for this year.$107$0.00$107$16.5$11.3$5.20
2011Summary only. Only limited summary data is available for this year.$91.9$0.00$91.9$18.5$12.6$5.88
2010Summary only. Only limited summary data is available for this year.$87.0$0.00$87.0$16.5$12.0$4.49
Peer Organizations

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