WESTAR ENERGY INC- POST RETIREMENT & DISABILITY BENEFIT TRUST (EIN 481165594) - 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

1995

Legal Domicile

Principal Officer

THERESA DODSON

Phone

7855756300

Tax Period

2024-01-01 to 2024-12-31

WESTAR ENERGY INC- POST RETIREMENT & DISABILITY BENEFIT TRUST, founded in 1995, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $9.3M exceeded revenue, resulting in a 38% operating deficit.

Mission

PROVIDE HEALTH REIMBURSEMENT ACCOUNTS, DENTAL, LIFE, AND WELLNESS COVERAGE FOR COMPANY RETIREES.

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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 $771,734

Investment Income $5,989,023

Other Revenue $0

TOTAL REVENUE $6,760,757

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,204

Fundraising Expenses $0

Other Expenses $990,231

TOTAL EXPENSES $9,339,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,760,757	$4,436,500	+0.5%
Expenses	$9,339,631	$11,103,162	-0.2%
Net Income	$-2,578,874	$-6,666,662	-0.6%

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		$26,204	$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	$6,760,757	$9,339,631	$101,082,391	$-2,578,874
2023	$4,436,500	$11,103,162	$101,500,165	$-6,666,662
2022	$9,223,288	$9,374,877	$99,798,074	$-151,589
2021	$12,812,327	$13,017,684	$123,818,905	$-205,357
2020	$7,106,133	$9,530,821	$125,579,418	$-2,424,688

WESTAR ENERGY INC- POST RETIREMENT & DISABILITY BENEFIT TRUST