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 |
| June 30, 2023 | 990 | $7,713,161 | $9,757,778 | -$2,044,617 | $6,494,992 | $0 | $6,494,992 |
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 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MONTE COOPER | JEA SR VP Trustee or director | 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 Trustee or director | 1 | $0 | $219,923 | $15,229 |
| MECHELE WILLIAMS | JEA SR VP CF Trustee or director | 1 | $0 | $209,654 | $15,509 |
| BRAXTON WILLIAMS | JEA SR VP Trustee or director | 1 | $0 | $209,384 | $14,779 |
| ROWLAND FISHER | JEA SR VP/BN Trustee or director | 1 | $0 | $201,699 | $12,379 |
| TED AUSTIN | BENEFITS COM Trustee or director | 1 | $0 | $181,744 | $16,665 |
| MIKE BAUGHN | BENEFITS COM Trustee or director | 1 | $0 | $181,481 | $14,879 |
| MIKE STEGALL | BENEFITS COM Trustee or director | 1 | $0 | $141,009 | $13,448 |
| JIM FERRELL | JEA PRES-CEO Trustee or director | 1 | $0 | $152,254 | $1,756 |
| 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 | XML |
| 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 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 58-1983420).
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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