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Evergy INC FY2020 filing

Not tax-deductible

Kansas City, MOMutual-benefit / member-servingSince 1967EIN 43-1238313Revenue $30.7M in FY2020

On file with the IRSPo Box 418679, 64141-9679 · Kansas City, MOTax-exempt since Jan 1978

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

Mission: Form 990 Part I, line 1

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $2.0M a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.7M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$30.7M
Spent
$26.9M
Net assets
$50.6M
By yearFY2020–FY2024
Revenue
$30.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$30.7M
FY2021$27.8M
FY2022$26.6M
FY2023$22.2M
FY2024$20.1M
Expenses
$26.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$26.9M
FY2021$28.9M
FY2022$26.8M
FY2023$18.5M
FY2024$16.1M
Net assets
$50.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$50.6M
FY2021$49.5M
FY2022$43.7M
FY2023$50.3M
FY2024$54.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1978.

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

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Mike Spor
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023
Commerce Trust Company$58,944$51,604

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 →

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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 medical, dental, and life insurance benefits to company participants.

Provided by the organization

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By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$30.7M
Ln 12
Fees for servicesLn 2g$29.5M
Investment incomeLn 3$1.1M
Money outPt IX
$26.9M
Ln 25
Owns and owesPt X
$50.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.6M
Total assetsLn 16$52.3M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$29.5M
Investment incomeLn 3$1.1M
Gains on assetsLn 7−$77K
Total revenueLn 12$30.7M
Assets in detailPt X, end of year
CashLn 1$413K
SavingsLn 2$3.2M
Cash and savings togetherLn 1–2$3.6M
InvestmentsLn 11–13$47.7M
Total assetsLn 16$52.3M
LiabilitiesLn 26$1.7M
Net assetsLn 32$50.6M
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 FY20End FY20
Cash and savingsLn 1–2$4.1M$3.6M
InvestmentsLn 11–13$42.2M$47.7M
Total assetsLn 16$47.2M$52.3M
LiabilitiesLn 26$2.6M$1.7M
Net assetsLn 32$44.6M$50.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$25.1M
Other expenses (24a–d)Ln 24$1.8M
Total functional expensesLn 25$26.9M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $20.1M$16.1M$4.0M$54.9M 990 PDF
FY2023 $22.2M$18.5M$3.6M$50.3M 990 PDF
FY2022 $26.6M$26.8M−$194K$43.7M 990 PDF
FY2021 $27.8M$28.9M−$1.1M$49.5M 990 PDF
FY2020 Viewing $30.7M$26.9M$3.7M$50.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $30,654,351 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $31,553,836$29,520,231
I-10 Investment incomePrior year $1,138,797$1,134,120
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $32,692,633$30,654,351
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $27,563,836$25,148,655
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,708,483$1,794,259
I-18 Total expensesPrior year $29,272,319$26,942,914
I-19 Revenue less expensesPrior year $3,420,314$3,711,437
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 $30,654,351 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,520,231$29,520,231
VIII-3 Investment incomeExcluded from tax $1,211,327$1,211,327
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$77,207−$77,207
VIII-12 Total revenueRelated to mission $29,520,231 · Unrelated business $0 · Excluded from tax $1,134,120$30,654,351
Part IX · Statement of functional expenses $26,942,914 across 2 lines filed
IX-4 Benefits paid to or for members$25,148,655
IX-24 Other expenses (24a–d)$1,794,259
IX-25 Total functional expenses$26,942,914
Part X · Balance sheet $52,267,256 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $149,349$413,105
X-2 Savings and temporary cash investmentsStart of year $3,935,968$3,211,129
X-4 Accounts receivableStart of year $912,502$988,806
X-11 Publicly traded securitiesStart of year $42,203,286$47,654,216
X-16 Total assetsStart of year $47,201,105$52,267,256
X-17 Accounts payable and accrued expensesStart of year $2,642,542$1,683,843
X-26 Total liabilitiesStart of year $2,642,542$1,683,843
X-32 Total net assets or fund balancesStart of year $44,558,563$50,583,413
X-33 Total liabilities and net assetsStart of year $47,201,105$52,267,256
Part XI · Reconciliation of net assets $50,583,413 net assets at year end
XI-1 Total revenue$30,654,351
XI-2 Total expenses$26,942,914
XI-3 Revenue less expenses$3,711,437
XI-4 Net assets at start of year$44,558,563
XI-5 Net unrealized gains (losses) on investments$2,313,413
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$50,583,413

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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