EVERGY INC RETIRED EMPLOYEES HEALTH AND WELFARE FUND (EIN 392046767) - 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

1976

Legal Domicile

Principal Officer

THERESA DODSON

Phone

8166521268

Tax Period

2024-01-01 to 2024-12-31

EVERGY INC RETIRED EMPLOYEES HEALTH AND WELFARE FUND, founded in 1976, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $11.0M exceeded revenue, resulting in a 47% operating deficit.

Mission

PROVIDING RETIREES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, AND BASIC LIFE BENEFITS.

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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 $0

Program Service Revenue $4,342,326

Investment Income $3,133,791

Other Revenue $0

TOTAL REVENUE $7,476,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,958

Fundraising Expenses $0

Other Expenses $2,170,948

TOTAL EXPENSES $10,955,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,476,117	$8,254,264	-0.1%
Expenses	$10,955,916	$14,478,791	-0.2%
Net Income	$-3,479,799	$-6,224,527	-0.4%

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

N/A

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
LESLEY ELWELL	CHAIR	1.00	Director	$0	$0	$0
JOHN BRIDSON	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER HUMPHREY	TRUSTEE	1.00	Director	$0	$0	$0
GEOFF LEY	TRUSTEE (TERM START 8/14/24)	1.00	Director	$0	$0	$0
RYAN MULVANY	TRUSTEE	1.00	Director	$0	$0	$0
KIRK ANDREWS	TRUSTEE (TERM END 5/31/24)	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$22,958	$0	$49,162
THERESA DODSON	AUTHORIZED OFFICER	1.00	Officer	$0	$0	$0
AUSTIN WEGENER	AUTHORIZED OFFICER	1.00	Officer	$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	$7,476,117	$10,955,916	$71,460,821	$-3,479,799
2023	$8,254,264	$14,478,791	$72,246,748	$-6,224,527
2022	$10,047,831	$6,384,755	$73,481,954	$3,663,076
2021	$13,097,270	$10,894,500	$82,354,163	$2,202,770
2020	$12,823,337	$8,673,427	$85,169,436	$4,149,910
2019	$17,549,297	$27,478,180	$83,687,711	$-9,928,883

EVERGY INC RETIRED EMPLOYEES HEALTH AND WELFARE FUND