Civic Intelligence

Jefferson Energy Cooperative Foundation Inc

EIN 34-2009414 • 501(c)3 • Wrens, GA

Profile

The purpose of the foundation is to accumulate and disburse funds for a charitable purpose in the service area of jefferson energy cooperative, inc.

Pobox 457Wrens, GA 30833

see schedule o

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,249,925

Up $73,211 (+6.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,249,925

Up $73,211 (+6.2%) from 2024

Revenue

Down

$453,028

Down $140,107 (-24%) from 2024

Expenses

Down

$379,817

Down $96,287 (-20%) from 2024

Net Income

Down

$73,211

Down $43,820 (-37%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $247,117Liabilities 2019: $0Net Assets 2019: $247,1172019Assets 2020: $290,658Liabilities 2020: $0Net Assets 2020: $290,6582020Assets 2021: $732,332Liabilities 2021: $0Net Assets 2021: $732,3322021Assets 2022: $831,047Liabilities 2022: $0Net Assets 2022: $831,0472022Assets 2023: $1,059,683Liabilities 2023: $0Net Assets 2023: $1,059,6832023Assets 2024: $1,176,714Liabilities 2024: $0Net Assets 2024: $1,176,7142024Assets 2025: $1,249,925Liabilities 2025: $0Net Assets 2025: $1,249,9252025

Highlighted filing

2025

Assets$1,249,925
Liabilities$0
Net Assets$1,249,925

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2019: $414,120Expenses 2019: $336,121Net Income 2019: $77,9992019Revenue 2020: $386,359Expenses 2020: $342,818Net Income 2020: $43,5412020Revenue 2021: $820,423Expenses 2021: $386,628Net Income 2021: $433,7952021Revenue 2022: $609,155Expenses 2022: $442,516Net Income 2022: $166,6392022Revenue 2023: $598,265Expenses 2023: $369,629Net Income 2023: $228,6362023Revenue 2024: $593,135Expenses 2024: $476,104Net Income 2024: $117,0312024Revenue 2025: $453,028Expenses 2025: $379,817Net Income 2025: $73,2112025

Highlighted filing

2025

Revenue$453,028
Expenses$379,817
Net Income$73,211

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 12, 2025
Return Version
2024v5.0
Gross Receipts
$453,028
Mission and Program Overview

Mission

The purpose of the foundation is to accumulate and disburse funds for a charitable purpose in the service area of jefferson energy cooperative, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$803,967-
Cash and Non-Interest-Bearing Accounts$269,991$299,501▲ $29,510
Investments in Publicly Traded Securities$890,348$96,680▼ $793,668
Total Assets$1,176,714$1,249,925▲ $73,211
Other Assets Total$16,375$49,777▲ $33,402
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,176,714$1,249,925▲ $73,211
Total Net Assets Fund Balance$1,176,714$1,249,925▲ $73,211
Total Liabilities and Net Assets / Fund Balance$1,176,714$1,249,925▲ $73,211
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ann BrinkmanChair
Betty EnglishVice- Chair
Dale GarnerDirector
Judy JonesDirector
Kathy WellsDirector
Katrina BowmanDirector
Sondra FortnerDirector
Melanie NortonSecretary
Augustus PalmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$400,427
Program Service Revenue
$0
Investment Income
$52,601
Other Revenue
$0
All Other Contributions
$400,427
Change in Net Assets
$73,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$453,028
Revenue Not Reported on Form 990
$24,622
Total Revenue per Audited Statements
$477,650
Total Revenue per Form 990
$453,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$379,817
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$256,817--$256,817
Grants to Domestic Individuals$123,000--$123,000
Total Functional Expenses$379,817$0$0$379,817

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$404,439
Expenses per Audited Statements$379,817
Total Expenses per Form 990$379,817
Expenses Not Reported on Form 990$24,622
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Apparo AcademyAugusta, GA.Community Assistance$10,000
Cross Creek High SchoolAugusta, GA-Community Assistance$10,000
JEFFERSON COUNTY SHERIFF'S OFFICELouisville, GA-Community Assistance$10,000
Jefferson County Community ShipsLouisville, GA-Community Assistance$10,000
Johnson County Seniorcitizen CenterWrightsville, GA-Community Assistance$10,000
Make a Wish- GeorgiaAtlanta, GA-Community Assistance$10,000
Mcduffie Cares IncThomson, GA-Community Assistance$10,000
Operation Appreciation IncHiawassee, GA-Community Assistance$10,000
Rise Augusta IncAugusta, GA-Community Assistance$10,000
Shepeard Community Blood CenterAugusta, GA-Community Assistance$10,000
Thomson Family YmcaThomson, GA-Community Assistance$10,000
Thomson High School First RoboticsThomson, GA-Community Assistance$10,000
Veterans K9 SolutionsEvans, GA-Community Assistance$10,000
White Oak CampgroundAppling, GA-Community Assistance$10,000
Wrens Dixie Youth BaseballWrens, GA-Community Assistance$10,000
City of Wrens Fire DepartmentWrens, GA-Community Assistance$9,616
Harlem Middle School AthleticsHarlem, GA-Community Assistance$6,905
Paralyzed Veterans of America Se ChHephzibah, GA-Community Assistance$6,668
Ga Department of Natural ResourcesThomson, GA-Community Assistance$6,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board with all supporting documentation made available to them prior to filing.

Form 990, Page 6, Part VI, Line 12C

Article xvi of the foundation's bylaws, as attached, specifically address disclosure of conflicts of interest.

Form 990, Page 6, Part VI, Line 19

The foundation makes its bylaws and financial statements available to the public as part of its form 990. The form 990 is available upon request as reflected in part vi section c line 18.

Filing and Contact Details

Filer

Filer Name
Jefferson Energy Cooperative
EIN
34-2009414
Phone
7065472167
Address
POBOX 457, WRENS, GA 30833
Doing Business As
Attn Kim Sharpe

Signing Officer

Name
Wayne Gossage Jr
Title
CEO-jefferson Energy
Phone
7065472167
Signed
2025-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Brinkman
Formed
2004
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Mcnair Mclemore Middlebrooks & Co LLC
Address
POST OFFICE BOX ONE, MACON, GA 31202-0001
Preparer
William R Rountree
Phone
4787466277
Supplemental Narrative

Additional Explanations

Form 990

Http://www.jeffersonenergy.com/content/operation-round

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18COMMUNITY ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0APPARO ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CROSS CREEK HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JEFFERSON COUNTY COMMUNITY SHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JEFFERSON COUNTY SHERIFF'S OFFICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4JOHNSON COUNTY SENIORCITIZEN CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MAKE A WISH- GEORGIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MCDUFFIE CARES INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7OPERATION APPRECIATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8RISE AUGUSTA INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9SHEPEARD COMMUNITY BLOOD CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10THOMSON FAMILY YMCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11THOMSON HIGH SCHOOL FIRST ROBOTICS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12VETERANS K9 SOLUTIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13WHITE OAK CAMPGROUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14WRENS DIXIE YOUTH BASEBALL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15CITY OF WRENS FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16HARLEM MIDDLE SCHOOL ATHLETICS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17PARALYZED VETERANS OF AMERICA SE CH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18GA DEPARTMENT OF NATURAL RESOURCES
IRS990ScheduleI/RecipientTable/RecipientEIN0204497306
IRS990ScheduleI/RecipientTable/RecipientEIN1586000310
IRS990ScheduleI/RecipientTable/RecipientEIN2743032980
IRS990ScheduleI/RecipientTable/RecipientEIN3586000847
IRS990ScheduleI/RecipientTable/RecipientEIN4586000849
IRS990ScheduleI/RecipientTable/RecipientEIN5582146828
IRS990ScheduleI/RecipientTable/RecipientEIN6581867047
IRS990ScheduleI/RecipientTable/RecipientEIN7454886626
IRS990ScheduleI/RecipientTable/RecipientEIN8582246930
IRS990ScheduleI/RecipientTable/RecipientEIN9581022486
IRS990ScheduleI/RecipientTable/RecipientEIN10580566254
IRS990ScheduleI/RecipientTable/RecipientEIN11586000285
IRS990ScheduleI/RecipientTable/RecipientEIN12462304081
IRS990ScheduleI/RecipientTable/RecipientEIN13581203226
IRS990ScheduleI/RecipientTable/RecipientEIN14204709762
IRS990ScheduleI/RecipientTable/RecipientEIN15586012636
IRS990ScheduleI/RecipientTable/RecipientEIN16586000217
IRS990ScheduleI/RecipientTable/RecipientEIN17586055069
IRS990ScheduleI/RecipientTable/RecipientEIN18581130945
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03104 SKINNER MILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13855 OLD WAYNESBORO RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 28
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3911 CLARKS MILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4108 HILTON HOLTON DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51775 THE EXCHANGE SE SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 295
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt76053 MOUNTAIN TOP RIDGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 1604
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt91533 WRIGHTSBORO ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10521 W HILL ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt111160 WHITE OAK ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12629 FIELDSTONE WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt137335 WHITE OAK CAMPGROUND ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14PO BOX 326
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15401 E BOARD STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16424 HAWES BRANCH PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt174010 DEANSBRIDGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt184176 WEST BYPASS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4WRIGHTSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6THOMSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7HIAWASSEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm8AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm9AUGUSTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm10THOMSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm11THOMSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm12EVANS
IRS990ScheduleI/RecipientTable/USAddress/CityNm13APPLING
IRS990ScheduleI/RecipientTable/USAddress/CityNm14WRENS
IRS990ScheduleI/RecipientTable/USAddress/CityNm15WRENS
IRS990ScheduleI/RecipientTable/USAddress/CityNm16HARLEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm17HEPHZIBAH
IRS990ScheduleI/RecipientTable/USAddress/CityNm18THOMSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd10GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd11GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd12GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd13GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd14GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd15GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd16GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd17GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd18GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030909
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130906
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd230434
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd330434
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd431096
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd530339
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd630824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd730546
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd830903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd930904
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1030824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1130824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1230809
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1330802
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1430833
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1530833
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1630814
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1730815
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1830824
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOCUMENTS GRANTEES' ELIGIBILITY FOR GRANTS OR ASSISTANCE AND DOCUMENTS THE SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE. SEE THE ORGANIZATION'S WEBSITE FOR ADDITIONAL INFORMATION: HTTPS://WWW.JEC.COOP/COMMUNITY/OPERATION-ROUND-UP/
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt020

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