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Evergy INC

Not tax-deductible

Kansas City, MOMutual-benefit / member-servingSince 1976Mutual / membership EIN 39-2046767Revenue $7.5M in FY2024Latest return filed Nov 14, 2025

On file with the IRSKansas City, MOTax-exempt since Jan 1977

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

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-2046767) · Dispute this line
$23K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $62K a year · 0.6% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$23K
to officers and key staff · 0.2% of spending
Pay to officers and key staff is 0.2% of spending.
Part VII, Section A
Liabilities
$1.2M
2% of total assets
Liabilities are 2% of assets.
Pt X · Ln 26
Independent board members
0
of 6 voting members
None of 6 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$7.5M
-9% vs prior year
Spent
$11.0M
Net assets
$70.2M
By yearFY2020–FY2024
Revenue
$7.5M
FY2024▼ -9%
Tap a bar for its year
Revenue by fiscal year
FY2020$12.8M
FY2021$13.1M
FY2022$10.0M
FY2023$8.3M
FY2024$7.5M
Expenses
$11.0M
FY2024▼ -24%
Tap a bar for its year
Expenses by fiscal year
FY2020$8.7M
FY2021$10.9M
FY2022$6.4M
FY2023$14.5M
FY2024$11.0M
Net assets
$70.2M
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$84.0M
FY2021$82.2M
FY2022$73.0M
FY2023$71.8M
FY2024$70.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Support Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

9 people listed on the 990; $23K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
BNY Mellon
Trustee
$22,958Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Geoff Ley
Trustee (term Start 8/14/24)
$0Pt VII · Sec A
$0Pt VII · Sec A
Kirk Andrews
Trustee (term End 5/31/24)
$0Pt VII · Sec A
Theresa Dodson
Authorized Officer
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023
BNY Mellon$22,958$28,830

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Evergy INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides health, dental, vision, and life insurance benefits to company participants.

Questions for Evergy INC

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Your first name shows with your question. Evergy INC answers here, for everyone.

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$7.5M
Ln 12
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$3.1M
Money outPt IX
$11.0M
Ln 25
Owns and owesPt X
$70.2M
net assets · Ln 32
Total assetsLn 16$71.5M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$4.3M
Investment incomeLn 3$3.1M
Gains on assetsLn 7$614K
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
Accounts receivableLn 4$1.0M
Prepaid expenses and deferred chargesLn 9$4.0M
InvestmentsLn 11–13$65.9M
Other assetsLn 15$532K
Total assetsLn 16$71.5M
LiabilitiesLn 26$1.2M
Net assetsLn 32$70.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$52K$0
InvestmentsLn 11–13$65.6M$65.9M
Total assetsLn 16$72.2M$71.5M
LiabilitiesLn 26$471K$1.2M
Net assetsLn 32$71.8M$70.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$8.8M
Pay of officers and key staff (Part IX, line 5)Ln 5$23K
Accounting feesLn 11c$58K
Investment management feesLn 11f$56K
Other fees for servicesLn 11g$241K
Other expenses (24a–d)Ln 24$1.8M
Total functional expensesLn 25$11.0M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 14, 2025 $7.5M$11.0M−$3.5M$70.2M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $8.3M$14.5M−$6.2M$71.8M 990 PDF
FY2022Filed with the IRS Nov 14, 2023 $10.0M$6.4M$3.7M$73.0M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $13.1M$10.9M$2.2M$82.2M 990 PDF
FY2020Filed with the IRS Nov 13, 2021 $12.8M$8.7M$4.1M$84.0M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $7,476,117 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $5,428,432$4,342,326
I-10 Investment incomePrior year $2,825,832$3,133,791
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $8,254,264$7,476,117
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $10,981,595$8,762,010
I-15 Salaries and benefitsPrior year $28,830$22,958
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,468,366$2,170,948
I-18 Total expensesPrior year $14,478,791$10,955,916
I-19 Revenue less expensesPrior year −$6,224,527−$3,479,799
Part VI · Governance 0 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $7,476,117 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,342,326$4,342,326
VIII-3 Investment incomeUnrelated business $2,519,705$2,519,705
VIII-7 Net gain or loss on sales of assetsUnrelated business $614,086$614,086
VIII-12 Total revenueRelated to mission $4,342,326 · Unrelated business $3,133,791 · Excluded from tax $0$7,476,117
Part IX · Statement of functional expenses $10,955,916 across 6 lines filed
IX-4 Benefits paid to or for members$8,762,010
IX-5 Pay of officers and key staff (Part IX, line 5)$22,958
IX-11c Accounting fees$58,276
IX-11f Investment management fees$56,428
IX-11g Other fees for services$241,170
IX-24 Other expenses (24a–d)$1,815,074
IX-25 Total functional expenses$10,955,916
Part X · Balance sheet $71,460,821 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $45$0
X-2 Savings and temporary cash investmentsStart of year $51,658$0
X-4 Accounts receivableStart of year $1,300,683$1,029,997
X-9 Prepaid expenses and deferred chargesStart of year $4,785,928$3,984,881
X-11 Publicly traded securitiesStart of year $65,578,026$65,914,307
X-15 Other assetsStart of year $530,408$531,636
X-16 Total assetsStart of year $72,246,748$71,460,821
X-17 Accounts payable and accrued expensesStart of year $316,580$908,466
X-25 Other liabilitiesStart of year $154,685$329,599
X-26 Total liabilitiesStart of year $471,265$1,238,065
X-29 Capital stock or trust principalStart of year $71,775,483$70,222,756
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $0$0
X-32 Total net assets or fund balancesStart of year $71,775,483$70,222,756
X-33 Total liabilities and net assetsStart of year $72,246,748$71,460,821
Part XI · Reconciliation of net assets $70,222,756 net assets at year end
XI-1 Total revenue$7,476,117
XI-2 Total expenses$10,955,916
XI-3 Revenue less expenses−$3,479,799
XI-4 Net assets at start of year$71,775,483
XI-5 Net unrealized gains (losses) on investments$1,927,072
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$70,222,756

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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