EVERGY EMPLOYEE RELIEF FUND (EIN 260845779) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

DAVE BARTLEY

Phone

7855082411

Tax Period

2024-01-01 to 2024-12-31

EVERGY EMPLOYEE RELIEF FUND, founded in 2007, is a small nonprofit in the Human Services sector that reported $155K in total revenue in fiscal year 2024. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 26% operating margin.

Mission

PROVIDING EMERGENCY FINANCIAL ASSISTANCE TO EVERGY EMPLOYEES WHO EXPERIENCE AN ILLNESS, DEATH OR NATURAL DISASTER

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $29,546

Program Service Revenue $0

Investment Income $121,574

Other Revenue $3,971

TOTAL REVENUE $155,091

Expense Breakdown

Grants Paid $112,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,625

Other Expenses $2,600

TOTAL EXPENSES $115,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,091	$89,718	+0.7%
Expenses	$115,225	$88,800	+0.3%
Net Income	$39,866	$918	+42.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE BARTLEY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
ROCHELLE VANN	SECRETARY	5.00	Officer Director	$0	$0	$0
SCOTT COFFELT	TREASURER	5.00	Officer Director	$0	$0	$0
LANCE MILLER	DIRECTOR	5.00	Director	$0	$0	$0
DARLA GIFFORD	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER GILBERT	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN LEE	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT LYONS	DIRECTOR	5.00	Director	$0	$0	$0
SHERIS SOLIS	DIRECTOR	5.00	Director	$0	$0	$0
RYAN ADAMS	DIRECTOR	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$155,091	$115,225	$1,515,451	$39,866
2023	$89,718	$88,800	$1,556,429	$918
2022	$103,907	$70,402	$1,494,894	$33,505
2021	$228,491	$82,847	$1,534,703	$145,644
2020	$227,085	$87,903	$1,389,059	$139,182

EVERGY EMPLOYEE RELIEF FUND