Nonprofit · EIN 39-2046767
EVERGY INC
Tax-exempt · KANSAS CITY, MO 64141
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,476,117 | $10,955,916 | -$3,479,799 | $71,460,821 | $1,238,065 | $70,222,756 |
| December 31, 2023 | 990 | $8,254,264 | $14,478,791 | -$6,224,527 | $72,246,748 | $471,265 | $71,775,483 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,342,326
- Investment income
- $3,133,791
- Net gain from sales of assets
- $614,086
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,762,010
- Compensation of officers, directors and key employees
- $22,958
- Salaries, compensation and benefits (total)
- $22,958
- Professional fundraising fees
- $0
- Accounting fees
- $58,276
Balance sheet and other
- Total assets, start of year
- $72,246,748
- Total assets, end of year
- $71,460,821
- Total liabilities, end of year
- $1,238,065
- Net assets, end of year
- $70,222,756
- Publicly traded securities
- $65,914,307
- Gross unrelated business income
- $3,133,791
- Gross receipts
- $20,996,105
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1976
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 1 | $22,958 | $26,204 |
| LESLEY ELWELL | CHAIR Trustee or director | 1 | $0 | $0 |
| JOHN BRIDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER HUMPHREY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEOFF LEY | TRUSTEE (TERM START 8/14/24) Trustee or director | 1 | $0 | $0 |
| RYAN MULVANY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIRK ANDREWS | TRUSTEE (TERM END 5/31/24) Trustee or director | 1 | $0 | $0 |
| THERESA DODSON | AUTHORIZED OFFICER Officer | 1 | $0 | $0 |
| AUSTIN WEGENER | AUTHORIZED OFFICER Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BNY MELLON | TRUSTEE Institutional trustee | 1 | $28,830 | $26,379 |
| LESLEY ELWELL | CHAIR Trustee or director | 1 | $0 | $0 |
| KIRK ANDREWS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN BRIDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER HUMPHREY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RYAN MULVANY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THERESA DODSON | AUTHORIZED OFFICER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 418679, KANSAS CITY, MO 64141-9679
- In care of
- % GREAT PLAINS ENERGY INC
- Principal officer (990 for 2024)
- THERESA DODSON, PO BOX 418679, KANSAS CITY, MO 64141
- Signed the 990
- THERESA DODSON, DIRECTOR, BENEFITS
- Phone
- (816) 652-1268
- Return prepared by
- CBIZ ADVISORS LLC
Mission
EVERGY, INC. MANAGEMENT EMPLOYEES HEALTH AND WELFARE FUND PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, AND BASIC LIFE BENEFITS FOR PARTICIPANTS OF THE PLAN.
Program accomplishments
- N/A
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-2046767
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $71,460,821
- Income (IRS master file)
- $20,996,105
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,476,117 | $10,955,916 | $71,460,821 | XML |
| 990 | December 2023 | $8,254,264 | $14,478,791 | $72,246,748 | XML |
| 990 | December 2022 | $10,047,831 | $6,384,755 | $73,481,954 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-2046767).
Questions about EVERGY INC
- What is the EIN of EVERGY INC?
- The employer identification number (EIN) of EVERGY INC is 39-2046767.
- Is EVERGY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to EVERGY INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EVERGY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of EVERGY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EVERGY INC?
- The 990 for the year ended December 31, 2024 names THERESA DODSON.
- Who are the officers and directors of EVERGY INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $22,958 (BNY MELLON, TRUSTEE).
- How much revenue does EVERGY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,476,117, expenses of $10,955,916 and total assets of $71,460,821 at year end.
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