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Nonprofit · EIN 48-1165594

WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST

Tax-exempt · TOPEKA, KS 66612

Financials

$4.4M$11.1M2023$6.8M$9.3M2024
Revenue Expenses · by fiscal year end
Financials of WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,760,757$9,339,631-$2,578,874$101,082,391$146,912$100,935,479
December 31, 2023990$4,436,500$11,103,162-$6,666,662$101,500,165$37,976$101,462,189
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$771,734
Investment income
$5,989,023
Net gain from sales of assets
$2,367,016
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,323,196
Compensation of officers, directors and key employees
$26,204
Salaries, compensation and benefits (total)
$26,204
Professional fundraising fees
$0
Accounting fees
$29,740

Balance sheet and other

Total assets, start of year
$101,500,165
Total assets, end of year
$101,082,391
Total liabilities, end of year
$146,912
Net assets, end of year
$100,935,479
Publicly traded securities
$99,104,470
Gross unrelated business income
$1,839,426
Gross receipts
$21,840,013
Employees
0
Volunteers
0
Year formed
1995
State of legal domicile
KS

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.

NameTitleHours / weekCompensationFrom related orgs
BNY MELLON TRUST COMPANYTRUSTEE
Institutional trustee
1$26,204$22,958
LESLEY ELWELLCHAIR
Trustee or director
1$0$0
JOHN BRIDSONTRUSTEE
Trustee or director
1$0$0
HEATHER HUMPHREYTRUSTEE
Trustee or director
1$0$0
GEOFF LEYTRUSTEE (TERM START 8/14/24)
Trustee or director
1$0$0
RYAN MULVANYTRUSTEE
Trustee or director
1$0$0
KIRK ANDREWSTRUSTEE (TERM END 5/31/24)
Trustee or director
1$0$0
THERESA DODSONAUTHORIZED OFFICER
Officer
1$0$0
AUSTIN WEGENERAUTHORIZED OFFICER
Officer
1$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgs
BNY MELLON TRUST COMPANYTRUSTEE
Institutional trustee
1$26,379$28,830
LESLEY ELWELLCHAIR
Trustee or director
1$0$0
KIRK ANDREWSTRUSTEE
Trustee or director
1$0$0
JOHN BRIDSONTRUSTEE
Trustee or director
1$0$0
HEATHER HUMPHREYTRUSTEE
Trustee or director
1$0$0
RYAN MULVANYTRUSTEE
Trustee or director
1$0$0
THERESA DODSONAUTHORIZED OFFICER
Officer
1$0$0

Address and contacts

Address (IRS master file)
818 S KANSAS AVE, TOPEKA, KS 66612-1203
In care of
% MICHAEL J STADLER
Principal officer (990 for 2024)
THERESA DODSON, PO BOX 418679, KANSAS CITY, MO 64141
Signed the 990
THERESA DODSON, DIRECTOR, BENEFITS
Phone
(785) 575-6300
Return prepared by
CBIZ ADVISORS LLC

Mission

WESTAR ENERGY, INC. PROVIDES HEALTH REIMBURSEMENT ACCOUNTS, DENTAL, LIFE, AND WELLNESS COVERAGE FOR COMPANY RETIREES.

990 for the year ended December 31, 2024

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
48-1165594
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$101,082,391
Income (IRS master file)
$21,840,013

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,760,757$9,339,631$101,082,391XML
990December 2023$4,436,500$11,103,162$101,500,165XML
990December 2022$9,223,288$9,374,877$99,798,074IRS
990December 2021–––IRS
990December 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 48-1165594).

Questions about WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST

What is the EIN of WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST?
The employer identification number (EIN) of WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST is 48-1165594.
Is WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST 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 WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST 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 WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST 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 WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names THERESA DODSON.
Who are the officers and directors of WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $26,204 (BNY MELLON TRUST COMPANY, TRUSTEE).
How much revenue does WESTAR ENERGY INC POST-RETIREMENT AND DISABILITY BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,760,757, expenses of $9,339,631 and total assets of $101,082,391 at year end.

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