Nonprofit · EIN 58-1983420
JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST
Tax-exempt · JACKSON, TN 38301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $8,740,126 | $9,683,198 | -$943,072 | $4,293,948 | $0 | $4,293,948 |
| June 30, 2025 | 990 | $9,189,762 | $10,082,654 | -$892,892 | $5,237,020 | $0 | $5,237,020 |
| June 30, 2024 | 990 | $7,952,287 | $8,317,367 | -$365,080 | $6,129,912 | $0 | $6,129,912 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,596,968
- Investment income
- $143,158
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,681,506
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,683,198
Balance sheet and other
- Total assets, start of year
- $5,237,020
- Total assets, end of year
- $4,293,948
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,293,948
- Gross receipts
- $8,740,126
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- TN
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Monte Cooper | JEA President/CEO Officer | 1 | $0 | $304,198 | $16,323 |
| Ben Lovins | JEA Sr VP Officer | 1 | $0 | $239,558 | $17,987 |
| Braxton Williams | JEA Sr VP Officer | 1 | $0 | $233,325 | $14,523 |
| Ryan Porter | JEA Sr VP/COO Officer | 1 | $0 | $241,882 | $4,291 |
| Michael Baughn | JEA Sr VP/Benefits Committ Trustee or director, Officer | 1 | $0 | $205,621 | $17,908 |
| Robert Mullins | JEA Sr VP/Benefits Committ Trustee or director, Officer | 1 | $0 | $202,417 | $17,238 |
| Hameen Harris | JEA Sr VP Officer | 1 | $0 | $176,580 | $7,862 |
| Matthew Coffman | JEA VP/Benefits Committee Trustee or director, Officer | 1 | $0 | $165,629 | $17,436 |
| Jim Halbrook | JEA Sr VP/CFO Officer | 1 | $0 | $148,709 | $16,423 |
| Julia Lester | Benefits Committee Trustee or director | 1 | $0 | $138,816 | $17,823 |
| Alex Taylor | Benefits Committee Trustee or director | 1 | $0 | $140,716 | $7,164 |
| Zach Wadley | Benefits Committee Trustee or director | 1 | $0 | $132,776 | $4,291 |
| Grace Basa | Benefits Committee Trustee or director | 1 | $0 | $71,112 | $2,171 |
990 for the year ended June 30, 2025: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Monte Cooper | JEA President/CEO Officer | 1 | $0 | $278,532 | $16,195 |
| Steve Raper | JEA Sr VP Officer | 1 | $0 | $234,997 | $15,655 |
| Ben Lovins | JEA Sr VP Officer | 1 | $0 | $227,701 | $17,759 |
| Mechele Williams | JEA Sr VP/CFO Officer | 1 | $0 | $221,889 | $15,825 |
| Braxton Williams | JEA Sr VP Officer | 1 | $0 | $218,977 | $16,675 |
| Rowland Fisher | JEA Sr VP Officer | 1 | $0 | $213,097 | $14,395 |
| Ted Austin | JEA Sr VP Officer | 1 | $0 | $194,645 | $18,681 |
| Michael Baughn | JEA Sr VP/Benefits Committee Trustee or director, Officer | 1 | $0 | $193,532 | $17,780 |
| Robert Mullins | JEA Sr VP/Benefits Committee Trustee or director, Officer | 1 | $0 | $170,712 | $17,110 |
| Matthew Coffman | JEA VP/Benefits Committee Trustee or director, Officer | 1 | $0 | $141,149 | $17,309 |
| Julia Lester | Benefits Committee Trustee or director | 1 | $0 | $124,483 | $15,595 |
| Alex Taylor | Benefits Committee Trustee or director | 1 | $0 | $120,824 | $5,593 |
| Zach Wadley | Benefits Committee Trustee or director | 1 | $0 | $109,391 | $4,291 |
| Judy Hensley | Benefits Committee Trustee or director | 1 | $0 | $43,533 | $4,060 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MONTE COOPER | JEA PRES-CEO Officer | 1 | $0 | $258,943 | $13,579 |
| STEVE RAPER | JEA SR VP Trustee or director | 1 | $0 | $225,578 | $15,229 |
| BEN LOVINS | JEA SR VP Officer | 1 | $0 | $219,923 | $15,229 |
| MECHELE WILLIAMS | JEA SR VP CF Officer | 1 | $0 | $209,654 | $15,509 |
| BRAXTON WILLIAMS | JEA SR VP Officer | 1 | $0 | $209,384 | $14,779 |
| ROWLAND FISHER | JEA SR VP/BN Trustee or director, Officer | 1 | $0 | $201,699 | $12,379 |
| TED AUSTIN | BENEFITS COM Trustee or director | 1 | $0 | $181,744 | $16,665 |
| MIKE BAUGHN | JEA SR VP/BN Trustee or director, Officer | 1 | $0 | $181,481 | $14,879 |
| ROBERT MULLINS | BENEFITS COM Trustee or director | 1 | $0 | $157,566 | $15,094 |
| AMANDA KIMERY | BENEFITS COM Trustee or director | 1 | $0 | $113,260 | $14,379 |
| JULIA LESTER | BENEFITS COM Trustee or director | 1 | $0 | $105,662 | $13,219 |
| ALEX TAYLOR | BENEFITS COM Trustee or director | 1 | $0 | $111,407 | $5,031 |
| MICHAEL RICHERSON | BENEFITS COM Trustee or director | 1 | $0 | $65,422 | $13,379 |
Address and contacts
- Address (IRS master file)
- 250 N HIGHLAND AVE, JACKSON, TN 38301-6032
- In care of
- % JACKSON NATIONAL BANK
- Principal officer (990 for 2025)
- Monte Cooper, 250 N Highland, Jackson, TN 38301
- Signed the 990
- Monte Cooper, JEA Pres-CEO
- Phone
- (731) 422-7500
- Website
- www.jaxenergy.com
- Return prepared by
- ATA Advisory LLC
Mission
Purpose of this organization is to provide benefits for the employees of Jackson Energy Authority.
Program accomplishments
- To provide medical, pharmacy, hospitalization, dental and vision benefits for employees, retirees and their beneficiaries and dependents.Expenses $9,683,198 · revenue $8,596,968
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1983420
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,293,948
- Income (IRS master file)
- $8,740,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $8,740,126 | $9,683,198 | $4,293,948 | XML |
| 990 | June 2025 | $9,189,762 | $10,082,654 | $5,237,020 | XML |
| 990 | June 2024 | $7,952,287 | $8,317,367 | $6,129,912 | XML |
| 990 | June 2023 | $7,713,161 | $9,757,778 | $6,494,992 | IRS |
| 990 | June 2022 | $8,659,868 | $9,413,471 | $8,539,572 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST
- What is the EIN of JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST?
- The employer identification number (EIN) of JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST is 58-1983420.
- Is JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
- Are donations to JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JACKSON UTILITY DIVISION BENEFITS PROGRAM 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 JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST?
- The 990 for the year ended June 30, 2026 names Monte Cooper.
- Who are the officers and directors of JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST?
- The 990 for the year ended June 30, 2026 lists 13 people; 0 received compensation from the organization.
- How much revenue does JACKSON UTILITY DIVISION BENEFITS PROGRAM TRUST have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $8,740,126, expenses of $9,683,198 and total assets of $4,293,948 at year end.
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