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Nonprofiteer
← JEFFERSON ENERGY COOPERATIVE FOUNDATION INC

Form 990 for tax year 2023

Filed by JEFFERSON ENERGY COOPERATIVE FOUNDATION INC.

Totals

Total revenue
$593,135
Total expenses
$476,104
Contributions and grants received
$510,760
Grants paid
$476,104
Program service revenue
$0
Investment income
$82,375
Other revenue
$0
Total assets, end of year
$1,176,714
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,176,714
Program services expenses (Part IX)
$476,104
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$476,104

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $510,760

  • 3 · Investment income

    total $79,850 · excluded $79,850

  • 7a · Gross sales of assets other than inventory

    securities $46,860

  • 7b · Less cost or other basis and sales expenses

    securities $44,335

  • 7c · Gain or loss

    securities $2,525

  • 7d · Net gain or loss

    total $2,525 · excluded $2,525

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $256,604 · program services $256,604

  • 2 · Grants to domestic individuals

    total $219,500 · program services $219,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $281,752 · end of year $269,991

  • 11 · Investments: publicly traded securities

    beginning of year $761,723 · end of year $890,348

  • 15 · Other assets

    beginning of year $16,208 · end of year $16,375

  • 27 · Net assets without donor restrictions

    beginning of year $1,059,683 · end of year $1,176,714

Mission and programs · 2023

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.

  • THE PURPOSE OF THE FOUNDATION IS TO ACCUMULATE AND DISBURSE FUNDS FOR A CHARITABLE PURPOSE IN THE SERVICE AREA OF JEFFERSON ENERGY COOPERATIVE, INC.

    Expenses $476,104 · Grants $476,104 · Revenue $510,760

As filed on the 2023 return.

Listed in Part VII

  • Ann Brinkman

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Judy Morgan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Judy Jones

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Augustus Palmer

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Katrina Bowman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barbara Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melanie Norton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betty English

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sondra Fortner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
26 September 2024
IRS schema version
2023v5.0
Source object
202432709349301263

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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