EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND (EIN 431238313) - 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

1967

Legal Domicile

Principal Officer

THERESA DODSON

Phone

8166521268

Tax Period

2023-01-01 to 2023-12-31

EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND, founded in 1967, is a mid-sized nonprofit that reported $22.2M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $3.6M, a strong 16% operating margin.

Mission

PROVIDING EMPLOYEES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, BASIC LIFE & BASIC AD&D 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $21,133,066

Investment Income $1,044,920

Other Revenue $0

TOTAL REVENUE $22,177,986

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,604

Fundraising Expenses $0

Other Expenses $181,748

TOTAL EXPENSES $18,530,668

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,177,986	$26,609,117	-0.2%
Expenses	$18,530,668	$26,802,903	-0.3%
Net Income	$3,647,318	$-193,786	-19.8%

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
MICHAEL SPOR	CHAIR	1.00	Director	$0	$0	$0
JANA DUVALL	TRUSTEE	1.00	Director	$0	$0	$0
LESLEY ELWELL	TRUSTEE	1.00	Director	$0	$0	$0
GEOFF LEY	TRUSTEE	1.00	Director	$0	$0	$0
STEVE VETSCH	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS WILSON	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$51,604	$0	$51,604
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	No data	No data	No data	No data
2023	$22,177,986	$18,530,668	$51,427,878	$3,647,318
2022	$26,609,117	$26,802,903	$46,788,513	$-193,786
2021	$27,820,976	$28,873,013	$52,468,726	$-1,052,037
2020	$30,654,351	$26,942,914	$52,267,256	$3,711,437
2019	$32,692,633	$29,272,319	$47,201,105	$3,420,314

EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND