Public Charity

EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND

EVERGY INC JOINT TRUSTEED HEALTH & WELFARE FUND is a Public Charity headquartered in KANSAS CITY, MO. Financial data from the 2024 filing: $20.1M revenue, $16.1M expenses, $56.4M total assets.

EIN: 431238313 KANSAS CITY, MO Latest filing: 2024
Total Revenue$20.1M
Total Expenses$16.1M
Total Assets$56.4M
Grant Records0
Filing Years2019–2024

Mission

EVERGY, INC. JOINT TRUSTEED HEALTH AND WELFARE PLAN PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, BASIC LIFE AND BASIC ACCIDENTAL DEATH AND DISMEMBERMENT (AD&D) BENEFITS FOR PARTICIPANTS OF THE PLAN.

Where $100 goes at Evergy Inc Joint Trusteed Health & Welfare Fund

How Evergy Inc Joint Trusteed Health & Welfare Fund divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Evergy, inc
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

AUTHORIZED OFFICER Austin Wegener
TRUSTEE Chris Wilson
TRUSTEE (TERM END 6/20/24) Geoff Ley
TRUSTEE (TERM END 6/20/24) Jana Duvall
TRUSTEE Lesley Elwell
TRUSTEE Michael Pater

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $20.1M $16.1M $56.4M
2023 $22.2M $18.5M $51.4M
2022 $26.6M $26.8M $46.8M
2020 $30.7M $26.9M $52.3M
2019 $32.7M $29.3M $47.2M

Between 2019 and 2024, reported annual revenue declined from $32.7M to $20.1M (-38%), with total assets most recently reported at $56.4M.

Interactive year-over-year charts and full filing details available with membership.

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