2025-11-14T12:09:41+00:00 2024-12-31 440160260 Forvis Mazars LLP 225 N Water St Suite 400 Decatur IL 62523 990 2024-01-01 361284865 Jo-Carroll Energy Inc (NFP) JO-C 8158582207 PO Box 390 Elizabeth IL 610280390 Michael Casper President and CEO 8158582207 2025-11-14 true Debbie Watts P01559216 2174292411 2025-11-14 2024 2025-03-06 01:10:19Z Michael Casper PO Box 390 Elizabeth IL 610280390 70274739 false X WWW.JOCARROLL.COM X 1939 IL JO-CARROLL ENERGY, INC. (NFP) IS AN ELECTRIC, NATURAL GAS, AND BROADBAND/FIBER DISTRIBUTION COOPERATIVE THAT EXISTS TO ENHANCE THE QUALITY OF LIFE FOR OUR MEMEBERS. 10 1 156 0 622167 60588 0 0 65472930 69776688 234484 26683 403052 466345 66110466 70269716 0 0 2591699 1363737 15344501 16358038 0 0 0 47995767 52522228 65931967 70244003 178499 25713 189072042 231718768 146668105 188638914 42403937 43079854 JO-CARROLL ENERGY, INC. (NFP) EXISTS TO ENHANCE THE QUALITY OF LIFE TO OUR MEMEBERS. JO-CARROLL ENERGY, INC. (NFP) DISTRIBUTES ELECTRICITY, NATURAL GAS, AND BROADBAN/FIBER TO MEMBERS IN A DEFINED SERVICE AREA IN WESTERN ILLINOIS, AS WELL AS FIBER TO LOCATIONS IN IOWA AND WISCONSIN. false false JO-CARROLL ENERGY, INC (NFP) IS AN ELECTRIC, NATURAL GAS AND BROADBAND/FIBER DISTRIBUTION COOPERATIVE ORGANIZED UNDER THE LAW OF ILLINOIS. THE COOPERATIVE PROVIDES ELECTRIC SERVICE TO 19,651 METERS PER MONTH; NATURAL GAS TO 5,756 METERS PER MONTH; AND BROADBAND/ FIBER TO 7,352 SUBSCRIBERS PER MONTH. 0 false false false false false false false false false false true false true false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true false false false true 83 0 true 156 true true true false false false false 66856586 2897170 false false false X 10 1 false false false false true true true true true false false false true true true true true true true false true false X EMILY DOLAND 8158582207 793 US 20 WEST ELIZABETH IL 610280390 DAVID H SENN CHAIRMAN 14.0 0.0 X X 28835 0 0 ROBERT AUSTIN KUHNS TREASURER 16.0 0.0 X X 13035 0 0 RUSSELL HOLESINGER PT YR VICE CHAIRMAN 7.0 0.0 X X 5925 0 0 ALLEN F HENDREN DIRECTOR 7.0 0.0 X 15095 0 0 DANIEL F TINDELL SECRETARY 8.0 0.0 X 18565 0 0 GERALD J MEYER DIRECTOR 10.0 0.0 X 20960 0 0 JOSEPH MATTINGLEY DIRECTOR 7.0 0.0 X 15800 0 0 LARRY CARROLL DIRECTOR 8.0 0.0 X 22910 0 0 PATRICIA A SMITH DIRECTOR 7.0 0.0 X 11060 0 0 TED JAMES DIRECTOR 7.0 0.0 X 4085 0 0 THOMAS LUNDY DIRECTOR 6.0 0.0 X 17380 0 0 CHARLES WOODS VICE PRESIDENT & CFO 40.0 0.0 X 196796 0 59539 MICHAEL CASPER PRESIDENT & CEO 40.0 0.0 X 373979 0 98343 BRADLEY J EDLER DIRECTOR OF UTILITY OPERATIONS 40.0 0.0 X 176295 0 52328 KYLE J BUROS SR. VP & COO 40.0 0.0 X 222282 0 63796 BRANDON L SEBENA DIRECTOR OF UTILITY OPERATIONS 40.0 0.0 X 174713 0 52360 JENNIFER L MEYER VP OF COOPERATIVE SERVICES 40.0 0.0 X 171663 0 50070 JESSE ANN SHEKLETON DIRECTOR OF BROADBAND OPERATIONS 40.0 0.0 X 170644 0 56368 MEREDITH A SEVEY VP OF HUMAN RESOURCES 40.0 0.0 X 171159 0 48515 TERRY E KURT GENERAL COUNSEL 40.0 0.0 X 189878 0 57793 2021059 0 539112 23 false true false WOLF LINE CONSTRUCTION CO 1831 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 FIBER CONSTRUCTION 10929848 VANTAGE POINT SOLUTIONS INC 2211 N MINNESOTA ST MITCHELL SD 57301 CONSULTING/ENGINEERING 2919660 JJ VONDRUM & SONS LLC 4218 BAST LANE LANCASTER WI 53813 FIBER CONSTRUCTION 2494700 ZIELIES TREE SERVICE INC 750 W ARTHUR AVENUE BRUCE WI 54819 RIGHT OF WAY CLEARING 2316943 BKW SERVICES INC 9227 N 1200TH ST EFFINGHAM IL 62401 FIBER CONSTRUCTION 1428428 10 0 SALE OF ELECTRICITY, GAS, & BROADBAND 221000 68095742 68095742 CAPITAL CREDIT ALLOCATION 221000 1617886 1617886 POLE RENTAL INCOME 221000 63060 63060 0 0 0 0 69776688 22737 22737 0 0 8969 5023 0 3946 3946 3946 PHONE SERVICE 221000 350011 350011 MANAGED SERVICE PROVIDER 221000 279298 279298 FIRST CALL 221000 1612 1612 -164576 -155822 -8754 0 466345 70269716 69557806 622167 89743 1363737 1478413 9982025 802727 3189398 905475 110786 76058 336424 348781 329391 803648 158534 175370 6373736 5868234 452592 COST OF PURCHASED POWER 31472330 OPERATIONS & MAINTENANCE 5249613 UNRELATED BUSINESS EXPENSES 490436 CUSTOMER ACCOUNT EXPENSE 276295 0 70244003 4135078 25123874 4090091 3853410 0 0 0 0 4681 12520 7150709 6577063 7168959 6949638 246602841 77432172 147195918 169170669 0 19326606 20031594 0 0 189072042 231718768 8888058 12237622 0 0 130088554 150959442 7691493 25441850 146668105 188638914 X 11425781 12674954 30978156 30404900 42403937 43079854 189072042 231718768 X 25713 650204 X false true true false 816314 816314 8576838 3400257 5176581 0 0 0 16162339 11193266 4969073 221047350 62838649 158208701 169170669 NON-UTILITY PROPERTY 1283087 C PATRONAGE 17323149 C OTHER INVESTMENTS 1425358 C 20031594 Federal Income Taxes ACCRUED PROV. PENSIONS AND BENEFITS 1407920 DEFERRED CREDITS 24033930 25441850 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X false false false MICHAEL CASPER PRESIDENT & CEO 331866 0 40000 0 2113 0 91039 0 7304 0 472322 0 0 0 CHARLES WOODS VICE PRESIDENT & CFO 180248 0 15270 0 1278 0 54291 0 5248 0 256335 0 0 0 BRADLEY J EDLER DIRECTOR OF UTILITY OPERATIONS 168074 0 7000 0 1221 0 44762 0 7566 0 228623 0 0 0 KYLE J BUROS SR. VP & COO 207430 0 13500 0 1352 0 55966 0 7830 0 286078 0 0 0 TERRY E KURT GENERAL COUNSEL 176618 0 12000 0 1260 0 50625 0 7168 0 247671 0 0 0 BRANDON L SEBENA DIRECTOR OF UTILITY OPERATIONS 165484 0 8000 0 1229 0 45676 0 6684 0 227073 0 0 0 JENNIFER L MEYER VP OF COOPERATIVE SERVICES 157098 0 13500 0 1065 0 45054 0 5016 0 221733 0 0 0 MEREDITH A SEVEY VP OF HUMAN RESOURCES 159876 0 10000 0 1283 0 43499 0 5016 0 219674 0 0 0 JESSE ANN SHEKLETON DIRECTOR OF BROADBAND OPERATIONS 157834 0 11785 0 1025 0 46491 0 9877 0 227012 0 0 0 Form 990, Part VI, Line 6 Classes of members or stockholders JO-CARROLL ENERGY, INC. (NFP) DISTRIBUTES ELECTRIC, NATURAL GAS, AND BROADBAND/FIBER SERVICES TO MEMBERS DIVIDED INTO TEN DISTRICTS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBER CONTROL OF JO-CARROLL ENERGY, INC. (NFP) IS VESTED IN ITS BOARD OF DIRECTORS, CONSISTING OF ONE REPRESENTATIVE FROM EACH OF TEN DISTRICTS. EACH DIRECTOR IS ELECTED BY THE MEMBERS OF THEIR DISTRICT FOR A THREE-YEAR TERM. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders PURSUANT OF JO-CARROLL ENERGY, INC. (NFP) BY-LAWS, THE BOARD OF DIRECTORS IS CHARGED WITH DIRECTING THE MANAGEMENT OF THE COOPERATIVE. MEMBER APPROVAL IS REQUIRED FOR AMENDMENTS OR CHANGES TO THE BY-LAWS WITH VOTING DURING THE ANNUAL MEMBERSHIP MEETING. Form 990, Part VI, Line 11b Review of form 990 by governing body EACH YEAR, PRIOR TO FILING, THE FORM 990 IS REVIEWED WITH THE BOARD OF DIRECTORS WITH A SUMMARIZED POWERPOINT PRESENTATION. Form 990, Part VI, Line 12c Conflict of interest policy EACH YEAR, EACH DIRECTOR COMPLETES A CONFLICT OF INTEREST STATEMENT AS REQUIRED BY BOARD POLICY #103. NEWLY ELECTED DIRECTORS ARE REQUIRED TO COMPLETE THE STATEMENT UPON ELECTION TO THE BOARD OF DIRECTORS. A SIMILAR ADMINISTRATIVE POLICY #203 REQUIRES ALL EMPLOYEES TO ALSO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. EACH DIRECTOR'S STATEMENT IS REVIEWED BY JO-CARROLL ENERGY, INC. (NFP)'S GENERAL COUNSEL. EACH EMPLOYEE STATEMENT IS REVIEWED BY THE MANAGER OF HUMAN RESOURCES. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FULL BOARD OF DIRECTORS ANNUALLY REVIEW THE COMPENSATION OF THE PRESIDENT AND CEO USING NATIONAL AND STATE SALARY INFORMATION AND THE PERFORMANCE OF THE PRESIDENT AND CEO DURING THE PAST YEAR. THE FULL BOARD OF DIRECTORS DETERMINES THE INCREASE IN COMPENSATION. ADDITIONALLY, THE COOPERATIVE SEEKS THE RECOMMENDATIONS OF AN INDEPENDENT CONSULTANT TO ASSIST IN THE PROCESS. Form 990, Part VI, Line 19 Required documents available to the public JO-CARROLL ENERGY, INC. (NFP) MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. ALL ACTIVE MEMBERS RECEIVE A CONDENSED OPERATING STATEMENT AND BALANCE SHEET IN THE ANNUAL REPORT MAILED PRIOR TO THE ANNUAL MEMBERSHIP MEETING EACH YEAR, AS WELL AS PUBLISHED IN OUR COOPERATIVE MAGAZINE, ILLINOIS COUNTRY LIVING. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue ALL OTHER MISC REVENUE - Total Revenue: -164576, Related or Exempt Function Revenue: -155822, Unrelated Business Revenue: -8754, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CUMULATIVE CHANGES TO MISC. EQUITY ACCOUNTS IN 2024 - -713533; PATRONAGE CAPITAL ALLOCATED FOR 2024, REPORTED IN PART IX, LINE 4 - 1363737; Total - 650204; COOPERATIVE COMMUNITY SOLAR LLC 793 US HWY 20 WEST ELIZABETH IL 61028 352507916 HOLDING COMPANY IL JO-CARROLL ENER C Corporation 5965 0 1.0000 true false false false false false false false false false false false false false false false false false false false