STRATEGY STUDIO / PUBLIC DATA EXPLORER

MCANANY VAN CLEAVE & PHILLIPS WELFARE BENEFIT TR: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MCANANY VAN CLEAVE & PHILLIPS WELFARE BENEFIT TR (EIN 85-6711013)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-25
IRS object ID
202412999349300121
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-25T11:04:11-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431122456PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK BIRKS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14435 MAIN ST STE 500AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641111858ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN856711013EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCANANY VAN CLEAVE & PHILLIPSBusinessNameLine1Txt
Business Name Line2WELFARE BENEFIT PLANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCANBusinessNameControlTxt
Phone9133713838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E CAMBRIDGE CIR DR SUITE 300AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP SANDERSPersonNm
Person TitleTRUSTEE & TREASURERPersonTitleTxt
Phone9133713838PhoneNum
Signature2024-10-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J MILLER CPAPreparerPersonNm
PTINP01604284PTIN
Phone8169316111PhoneNum
Preparation2024-10-25PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPHILLIP SANDERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E CAMBRIDGE CIR DR SUITE 300AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,084,439GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTHE SOLE PURPOSE OF THE TRUST IS TO HOLD THE ASSETS OF THE WELFARE BENEFIT PLAN AND TO FUND THE COST OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS FOR THE EMPLOYEES OF MCANANY, VAN CLEAVE & PHILLIPS, PA (MVP), AND ITS ELIGIBLE DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,794,667PYContributionsGrantsAmt
CY Contributions Grants$2,777,855CYContributionsGrantsAmt
PY Program Service Revenue$108,566PYProgramServiceRevenueAmt
CY Program Service Revenue$285,870CYProgramServiceRevenueAmt
PY Investment Income$638PYInvestmentIncomeAmt
CY Investment Income$20,714CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,903,871PYTotalRevenueAmt
CY Total Revenue$3,084,439CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$1,921,326PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$1,881,989CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$767,710PYOtherExpensesAmt
CY Other Expenses$828,909CYOtherExpensesAmt
PY Total Expenses$2,689,036PYTotalExpensesAmt
CY Total Expenses$2,710,898CYTotalExpensesAmt
PY Revenues Less Expenses$1,214,835PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$373,541CYRevenuesLessExpensesAmt
Total Assets BOY$2,380,197TotalAssetsBOYAmt
Total Assets EOY$2,753,738TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,380,197NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,753,738NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SOLE PURPOSE OF THE TRUST IS TO HOLD THE ASSETS OF THE WELFARE BENEFIT PLAN AND TO FUND THE COST OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS FOR THE EMPLOYEES OF MCANANY, VAN CLEAVE & PHILLIPS, PA (MVP), AND ITS ELIGIBLE DEPENDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTHE ACTIVITIES OF THE TRUST ARE CARRIED OUT BY THE PLAN ADMINISTRATOR UNDER THE DIRECTION OF THE TRUSTEES AND ARE CONDUCTED AT THE OFFICES OF THE PLAN SPONSOR, MVP. THE TRUST IS FUNDED BY EMPLOYER CONTRIBUTIONS AND PARTICIPATING EMPLOYEE CONTRIBUTIONS. THE PLAN ADMINISTRATOR UNDER THE GUIDANCE OF THE TRUSTEES HAS ESTABLISHED AND IMPLEMENTED A FUNDING POLICY TO INSURE THE PLAN HAS SUFFICIENT ASSETS READILY AVAILABLE TO MEET ITS OBLIGATIONS. ALL THE TRUST'S EXPENSES ARE ALLOCATED TO THIS ACTIVITY, EXCEPT ANY TAXES OR ADMINISTRATIVE FEES THAT THE TRUST IS LIABLE FOR MAY ALSO BE PAID FROM THE TRUST AS PROVIDED BY THE TRUST DOCUMENT. THESE ACTIVITIES FURTHER THE EXEMPT PURPOSE OF THE VEBA TRUST UNDER SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE BY PROVIDING BENEFITS TO THE ELIGIBLE EMPLOYEES OF MVP AND THEIR ELIGIBLE DEPENDENTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPHILLIP SANDERSPersonNm
Phone9133713838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E CAMBRIDGE CIR DR SUITE 300AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66103ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRYON BOWLES
TRUSTEE1.00Yes (X)Yes (X)$0$0$0
DAVID MENGHINI
TRUSTEE1.00Yes (X)Yes (X)$0$0$0
PHILLIP SANDERS
TRUSTEE & TR1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$2,777,855AllOtherContributionsAmt
Total Contributions$2,777,855TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPRESCRIPTION REBATESDesc
Total Revenue Column$285,870TotalRevenueColumnAmt
Related Or Exempt Func Income$285,870RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$285,870TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,714TotalRevenueColumnAmt
Exclusion$20,714ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,084,439TotalRevenueColumnAmt
Related Or Exempt Func Income$285,870RelatedOrExemptFuncIncomeAmt
Exclusion$20,714ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$1,881,989TotalAmt
Program Services$1,881,989ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$827,754TotalAmt
Management And General$827,754ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$955TotalAmt
Management And General$955ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,710,898TotalAmt
Program Services$1,881,989ProgramServicesAmt
Management And General$828,909ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,380,197BOYAmt
EOY$2,753,738EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,380,197BOYAmt
EOY$2,753,738EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,380,197BOYAmt
EOY$2,753,738EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,380,197BOYAmt
EOY$2,753,738EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,380,197BOYAmt
EOY$2,753,738EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$373,541ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE SOLE PURPOSE OF THE TRUST IS TO HOLD THE ASSETS OF THE WELFARE BENEFIT PLAN AND TO FUND THE COST OF HEALTH CARE AND OTHER EMPLOYEE BENEFITS FOR THE EMPLOYEES OF MCANANY, VAN CLEAVE & PHILLIPS, PA (MVP), AND ITS ELIGIBLE DEPENDENTS.
FORM 990, PAGE 2, PART III, LINE 4ATHE ACTIVITIES OF THE TRUST ARE CARRIED OUT BY THE PLAN ADMINISTRATOR UNDER THE DIRECTION OF THE TRUSTEES AND ARE CONDUCTED AT THE OFFICES OF THE PLAN SPONSOR, MVP. THE TRUST IS FUNDED BY EMPLOYER CONTRIBUTIONS AND PARTICIPATING EMPLOYEE CONTRIBUTIONS. THE PLAN ADMINISTRATOR UNDER THE GUIDANCE OF THE TRUSTEES HAS ESTABLISHED AND IMPLEMENTED A FUNDING POLICY TO INSURE THE PLAN HAS SUFFICIENT ASSETS READILY AVAILABLE TO MEET ITS OBLIGATIONS. ALL THE TRUST'S EXPENSES ARE ALLOCATED TO THIS ACTIVITY, EXCEPT ANY TAXES OR ADMINISTRATIVE FEES THAT THE TRUST IS LIABLE FOR MAY ALSO BE PAID FROM THE TRUST AS PROVIDED BY THE TRUST DOCUMENT. THESE ACTIVITIES FURTHER THE EXEMPT PURPOSE OF THE VEBA TRUST UNDER SECTION 501 (C)(9) OF THE INTERNAL REVENUE CODE BY PROVIDING BENEFITS TO THE ELIGIBLE EMPLOYEES OF MVP AND THEIR ELIGIBLE DEPENDENTS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN IS REVIEWED BY THE TRUSTEES PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XIILINE 2B: THE AUDIT FOR THE ORGANIZATION WAS NOT COMPLETED PRIOR TO THE RETURN BEING FILED.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MCANANY VAN CLEAVE & PHILLIPSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E CAMBRIDGE CIR DR STE 300AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66103ZIPCd
FieldValueIRS element (for citing)
EIN480830325EIN
Primary ActivitiesCONTR -ERPrimaryActivitiesTxt
Direct Controlling NAN/ADirectControllingNACd
Entity TypeC CORPEntityTypeTxt
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd