Nonprofit · EIN 63-0224987
JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION
Tax-exempt · TRINITY, AL 35673
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $219,188,288 | $220,365,382 | -$1,177,094 | $407,116,755 | $263,648,352 | $143,468,403 |
| June 30, 2024 | 990 | $187,818,290 | $186,374,146 | $1,444,144 | $399,473,384 | $269,069,233 | $130,404,151 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $208,665,149
- Investment income
- $501,233
- Net rental income
- $9,487,416
- Other revenue
- $10,021,906
Expenses
- Grants and similar amounts paid
- $30,000
- Benefits paid to members
- $13,025,263
- Compensation of officers, directors and key employees
- $1,076,863
- Salaries, compensation and benefits (total)
- $1,076,863
- Professional fundraising fees
- $0
- Depreciation
- $16,341,160
Balance sheet and other
- Total assets, start of year
- $399,473,384
- Total assets, end of year
- $407,116,755
- Total liabilities, end of year
- $263,648,352
- Net assets, end of year
- $143,468,403
- Land, buildings and equipment
- $331,600,829
- Gross unrelated business income
- $8,580,260
- Gross receipts
- $219,188,288
- Employees
- 115
- Volunteers
- 0
- Year formed
- 1937
- State of legal domicile
- AL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patrick D Holmes | Chief Financial Officer Officer | 50 | $366,578 | $169,780 |
| Eugene V Kanikovsky | CEO/General Manager Officer | 63 | $314,068 | $119,501 |
| Ken McGee | Director of Engineering Highest-paid employee | 55 | $186,049 | $110,983 |
| Donald J Pace II | Journeyman Lineman Highest-paid employee | 62 | $198,667 | $45,431 |
| Austin B Kritner | Journeyman Lineman Highest-paid employee | 62 | $197,819 | $37,106 |
| Jeremiah Engle | Equipment Serviceman Highest-paid employee | 57 | $176,975 | $53,543 |
| Anthony Smith | Journeyman Lineman Highest-paid employee | 56 | $171,569 | $37,661 |
| George B Kitchens | Former CEO/General Manager Former | 0 | $174,405 | $0 |
| Ricky Knouff | Director Trustee or director | 8 | $11,562 | $0 |
| Milton Taylor | Director/Sec/Treas Trustee or director, Officer | 7 | $11,362 | $0 |
| Ray Long | Director/President Trustee or director, Officer | 8 | $11,262 | $0 |
| Sandy Fields | Director/Vice President Trustee or director, Officer | 6 | $11,062 | $0 |
| Linda Owens | Director Trustee or director | 8 | $10,769 | $0 |
| Joseph Dutton | Director Trustee or director | 5 | $10,762 | $0 |
| Charles Teague | Director Trustee or director | 6 | $10,427 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shirley Livingston | Director Trustee or director | 7 | $10,293 |
| Jimmie Halbrooks | Director Trustee or director | 8 | $10,043 |
| Michael Penney | Director Trustee or director | 5 | $8,765 |
| Andrew McCay | Director Trustee or director | 8 | $627 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patrick D Holmes | Chief Financial Officer Officer | 55 | $201,966 | $159,974 |
| Eugene V Kanikovsky | CEO/General Manager Officer | 62 | $286,318 | $59,461 |
| Donald J Pace II | Journeyman Lineman Highest-paid employee | 66 | $210,329 | $41,978 |
| George B Kitchens | Former CEO/General Manager Former | 0 | $234,212 | $0 |
| Benjamin T Gregg | Equipment Serviceman Highest-paid employee | 56 | $169,470 | $50,784 |
| Anthony Smith | Journeyman Lineman Highest-paid employee | 58 | $176,517 | $34,859 |
| Austin B Kritner | Journeyman Lineman Highest-paid employee | 58 | $176,020 | $31,110 |
| Christopher M Garner | Journeyman Lineman Highest-paid employee | 59 | $177,007 | $26,368 |
| Ricky Knouff | Director Trustee or director | 8 | $11,758 | $0 |
| Ray Long | Director/President Trustee or director, Officer | 6 | $11,058 | $0 |
| Milton Taylor | Director/Sec/Treas Trustee or director, Officer | 6 | $11,058 | $0 |
| Jimmie Halbrooks | Director Trustee or director | 8 | $11,039 | $0 |
| Linda Owens | Director Trustee or director | 6 | $10,666 | $0 |
| Sandy Fields | Director/Vice President Trustee or director, Officer | 5 | $10,358 | $0 |
| Shirley Livingston | Director Trustee or director | 7 | $10,290 | $0 |
| Joseph Dutton | Director Trustee or director | 5 | $10,258 | $0 |
| Charles Teague | Director Trustee or director | 6 | $10,225 | $0 |
| Andrew McCay | Director Trustee or director | 8 | $9,825 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 460, TRINITY, AL 35673-0005
- Principal officer (990 for 2024)
- Gene Kanikovsky, PO Box 460, Trinity, AL 356730460
- Signed the 990
- Justin Owens, CFO
- Phone
- (256) 552-2300
- Website
- www.jwemc.org
- Return prepared by
- Jackson Thornton & Co PC
Mission
Joe Wheeler EMC is committed to providing efficient, reliable utility services that enhance the lives and businesses and exceed the expectations of members and customers in Lawrence and Morgan Counties and surrounding communities.
Program accomplishments
- Utilizing approximately 4,428 miles of distribution lines, Joe Wheeler Electric Membership Corporation provided 1,919,749,085 kilowatt-hours of electric energy to its cooperative members located in North Alabama.
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0224987
- Tax-exempt status
- 501(c)(12): Benevolent life insurance association or mutual company
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $407,116,755
- Income (IRS master file)
- $219,188,288
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $219,188,288 | $220,365,382 | $407,116,755 | XML |
| 990 | June 2024 | $187,818,290 | $186,374,146 | $399,473,384 | XML |
| 990 | June 2023 | $182,521,630 | $182,107,340 | $378,408,818 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 63-0224987).
Questions about JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION
- What is the EIN of JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION?
- The employer identification number (EIN) of JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION is 63-0224987.
- Is JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(12) since 1942.
- Are donations to JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION 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 JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION?
- The 990 for the year ended June 30, 2025 names Gene Kanikovsky.
- Who are the officers and directors of JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION?
- The 990 for the year ended June 30, 2025 lists 19 people; 19 received compensation from the organization, the highest $366,578 (Patrick D Holmes, Chief Financial Officer).
- How much revenue does JOE WHEELER ELECTRIC MEMBERSHIP CORPORATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $219,188,288, expenses of $220,365,382 and total assets of $407,116,755 at year end.
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