Jackson Energy Authority

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

Monte Cooper

Phone

7314227500

Tax Period

2024-07-01 to 2025-06-30

Jackson Energy Authority, founded in 1991, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

Purpose of this organization is to provide benefits for the employees of Jackson Energy Authority.

Program Service Accomplishments

Program 1

Expenses: $10,082,654 Revenue: $9,189,762

To provide medical, pharmacy, hospitalization, dental and vision benefits for employees, retirees and their beneficiaries and dependents.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,034,942

Investment Income $154,820

Other Revenue $0

TOTAL REVENUE $9,189,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,082,654

Other Expenses $1,680

TOTAL EXPENSES $10,082,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,189,762	$7,952,287	+0.2%
Expenses	$10,082,654	$8,317,367	+0.2%
Net Income	$-892,892	$-365,080	+1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,262,615

Total Directors

$985,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julia Lester	Benefits Committee	1.00	Director	$0	$15,595	$140,078
Alex Taylor	Benefits Committee	1.00	Director	$0	$5,593	$126,417
Michael Baughn	JEA Sr VP/Benefits Committee	1.00	Officer Director	$0	$17,780	$211,312
Robert Mullins	JEA Sr VP/Benefits Committee	1.00	Officer Director	$0	$17,110	$187,822
Zach Wadley	Benefits Committee	1.00	Director	$0	$4,291	$113,682
Matthew Coffman	JEA VP/Benefits Committee	1.00	Officer Director	$0	$17,309	$158,458
Judy Hensley	Benefits Committee	1.00	Director	$0	$4,060	$47,593
Monte Cooper	JEA President/CEO	1.00	Officer	$0	$16,195	$294,727
Mechele Williams	JEA Sr VP/CFO	1.00	Officer	$0	$15,825	$237,714
Braxton Williams	JEA Sr VP	1.00	Officer	$0	$16,675	$235,652
Steve Raper	JEA Sr VP	1.00	Officer	$0	$15,655	$250,652
Ben Lovins	JEA Sr VP	1.00	Officer	$0	$17,759	$245,460
Rowland Fisher	JEA Sr VP	1.00	Officer	$0	$14,395	$227,492
Ted Austin	JEA Sr VP	1.00	Officer	$0	$18,681	$213,326

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,189,762	$10,082,654	$5,237,020	$-892,892
2024	$7,952,287	$8,317,367	$6,129,912	$-365,080
2023	$7,713,161	$9,757,778	$6,494,992	$-2,044,617
2022	$8,659,868	$9,413,471	$8,539,572	$-753,603
2021	$7,629,452	$7,586,348	$9,293,175	$43,104
2020	$7,562,089	$6,709,300	$9,250,071	$852,789
2019	$7,217,801	$7,308,985	$8,397,282	$-91,184
2018	$4,864,564	$6,627,168	$8,488,466	$-1,762,604