2014-08-14T14:04:30-07:00 2013-12-31 ADAMS JENKINS CHEATHAM PC 231 WYLDEROSE DR MIDLOTHIAN VA 231136845 990 2013-01-01 560160075 BLUE RIDGE ELECTRIC MEMBERSHIP CORPORATION BLUE 8287582383 PO BOX 112 LENOIR NC 28645 Katie M Woodle SR VP & CFO 2014-08-14 true G STEVEN GILLIAM CPA P00348264 8043231313 2013 2015-11-30 17:44:51Z Katie M Woodle PO Box 112 Lenoir NC 28645 150962568 false false X blueridgeemc.com X 1936 NC Safe and Effective Distribution of electricity to the members of Blue Ridge EMC 12 12 203 252275 222703 0 136937451 143045411 754112 1739458 5176455 5870187 142868018 150655056 44500 44500 12035518 9263048 18901382 19044416 0 0 109809578 120421517 140790978 148773481 2077040 1881575 337349891 365316786 197526697 217624672 139823194 147692114 Safe and Effective Distribution of electricity to the members of Blue Ridge EMC false false Safe and effective delivery of electricity to the members of Blue Ridge EMC. The three largest program services, as measured by expenses are as follows:Cost of power $82,468,474Depreciation $13,390,334Other salaries and wages $11,676,351 false false false false false false false false false false true false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false false false false false true true true false false true 106 0 true 203 true true false false false false false false false 148626488 5686848 false false false X 12 12 false false false false true true true true true false false true true true true true true true true false X THE CORPORATION 8287582383 PO Box 112 LENOIR NC 28645 Kenneth R Greene President 8.10 0.00 X X 34344 0 0 Charity Gambill-Gwyn Asst. Sec. Trea 5.74 0.00 X X 26028 0 0 Joy B Coffey SEC.-TREASURER 9.90 0.00 X X 27214 0 0 Jeffrey B Joines Vice President 7.56 0.00 X X 32659 0 0 Bradley McNeill Director 5.41 0.00 X 14531 0 10920 Jimmy D Hemphill Director 4.38 0.00 X 22112 0 0 Bryan Edwards Director 4.81 0.00 X 22734 0 0 JAMES B LAWRENCE Director 4.54 0.00 X 24463 0 0 DAVID EGGERS Director 9.02 0.00 X 30673 0 0 DAVID BOONE Director 5.45 0.00 X 23687 0 0 Tom Trexler Director 4.25 0.00 X 14868 0 10080 Johnny Wishon Director 5.89 0.00 X 25975 0 0 Douglas W Johnson Exec. VP & CEO 50.00 10.00 X 573801 0 263032 Brad Shields SVP & CTO 38.00 17.00 X 186596 0 83693 CLAIRE L CHASE Senior VP 43.00 5.00 X 215160 0 4462 LEE LAYTON SVP, COO 40.00 2.00 X 286503 0 172130 JULIE O'DELL-MICHIE SVP, CAO 45.00 5.00 X 238683 0 73199 Katie M Woodle SR VP & CFO 45.00 5.00 X 196071 0 11906 Renee Whitener Dir. of Public Rel 45.00 1.00 X 117654 0 41609 MICHAEL HIGH DIR. ENG. SERV. 45.00 0.00 X 146665 0 68865 SANDRA HICKS DIR. MEMB. SERV. 45.00 0.00 X 115962 0 66623 Robert Kent III DIR OF OPERATIONS 40.00 0.00 X 131298 0 51809 Alan Merck Dir. of Key Accts. 47.00 0.00 X 131618 0 10758 Brian Crutchfield Former Dir. Sust. Dev. 0.00 0.00 X 118024 0 0 2757323 869086 22 true true false Utilipath Power LLC 136 Corporate Park Dr Suite G Mooresville NC 28117 CONSTRUCTION 497609 Mountain Crest LLC 1264 Taylorsville Road Lenoir NC 28645 Landscaping 751426 Asplundh Tree Expert Co PO Box 532729 Atlanta GA 30353 R/W Clearing 823479 Sumpter Utilities Inc 1151 N Pike W Sumter SC 29151 CONSTRUCTION 799091 Carter Utility Tree Service 213 Apollo Drive Mt Airy NC 27030 R/W Clearing 3052467 9 0 Sale and dist. of elect. 221000 143045411 143045411 143045411 1741958 1741958 0 0 200204 2387809 200204 19087 2368722 2368722 232846 2135876 2500 -2500 -2500 -2500 0 0 100150 85721 14429 14429 Cont. in aid of const. 221000 2163407 2163407 income from equity invest 221000 843676 843676 Patronage allocations rec 221000 474401 474401 5552 552 5000 3487036 150655056 146527447 252275 3875334 44500 0 0 9263048 2625524 0 11676351 2578671 1094017 1069853 0 604782 0 0 0 0 0 0 0 0 0 0 2292610 0 150805 9103171 0 13390334 0 Cost of power 82468474 Distribution Maintenance 7314083 Taxes 4264067 General and Admin 2765424 -1932233 148773481 0 0 0 3403347 3628951 627844 7235136 0 17731630 18763169 0 0 231667 1426663 3618710 4211710 3185443 11383592 418450317 125642452 285795927 292807865 0 13213493 16057169 9342270 9648921 0 199560 153610 337349891 365316786 15054390 14441981 166123032 179331702 16349275 23850989 197526697 217624672 X 139823194 147692114 139823194 147692114 337349891 365316786 X 1881575 5987345 X false true X true true true 418450317 125642452 292807865 292807865 Inv. in Assoc. Org. - Patronage Capital 6897278 C Inv. in Assoc. Org. - Capital Term Cert. 2224010 C Other 527633 C Consumer deposits 1604887 Deferred credits 9558415 Due to related party 4000000 Other 583969 other postretirement benefits - medical 8103718 23850989 false BRE Members Foundation PO Box 112 Lenoir NC 28645 561793740 25000 19500 Cash Value & Fully Dist. Costs Office Space & Management Support Energy Assistance 1 0 X X X X X X true true false Brad Shields SVP & CTO 156219 40626 -10249 74501 9192 270289 Brian Crutchfield Former Dir. Sust. Dev. 12058 105966 118024 CLAIRE L CHASE Senior VP 87431 129420 -1691 1769 2693 219622 Douglas W Johnson Exec. VP & CEO 400984 184306 -11489 250153 12879 836833 JULIE O'DELL-MICHIE SVP, CAO 195438 46303 -3058 66756 6443 311882 Katie M Woodle SR VP & CFO 193209 5820 -2958 5478 6428 207977 LEE LAYTON SVP, COO 249519 46666 -9682 162672 9458 458633 MICHAEL HIGH DIR. ENG. SERV. 146062 12306 -11703 57222 11643 215530 Renee Whitener Dir. of Public Rel 114069 9569 -5984 29465 12144 159263 Robert Kent III DIR OF OPERATIONS 126751 9569 -5022 45366 6443 183107 SANDRA HICKS DIR. MEMB. SERV. 113336 9569 -6943 57526 9097 182585 Part III, Additional Information Schedule J Part II Breakdown of W-2 Compensation Column iii Other Reportable Compensation:The negative amounts in this column are included as part of total compensation in column B(i) and B(ii) and represent pre-tax deductions (Section 125) to arrive at W-2 Box 5 wages.Schedule J Part II Base Compensation, Bonus and incentive compensation from related organizations are not included in the members' electric rates. The following amounts were included in base and bonus compensation from related organizations as part of Schedule J:The following amounts included in reportable compensation in Part VII Section A and Schedule J Part II B(i) were allocated to Blue Ridge Energies, LLC:Douglas W. Johnson $53,048 (base) and $35,380 (bonus and incentive)Claire L. Chase $2,007 (base) and $16,396 (bonus and incentive)Julie O'Dell-Michie $17,192 (base)Brad Shields $13,321 (base)Renee Whitener $2,834 (base)Katie Woodle $7,257 (base)Sandra Hicks $444 (base)The following amounts included in reportable compensation in Part VII Section A and Schedule J Part II B(i) were allocated to RidgeLink LLC:Douglas W. Johnson $17,683 (base)Claire L. Chase $1,004 (base) Lee Layton $26,325 (base) Brad Shields $41,526 (base) $23,205 (bonus and incentive)Katie Woodle $7,257 (base) Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The members of the Corporation elect the members of the board of directors that govern the affairs of the Corporation. Each director shall have one vote in all Board matters, and decisions shall be based on the vote of a majority of the Board members present at any meeting having a quorum of the Board. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The members of the Corporation elect the members of the board of directors that govern the affairs of the Corporation. The board of directors meet monthly with management in addition to other committee meetings. In addition, there is one annual membership meeting. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Certain decisions of the governing body are subject to approval by the members as provided for in the by-laws. Form 990, Part VI, Line 11b: Form 990 Review Process The CFO and management review a draft of the 990 with the board of directors prior to filing with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The governing board of directors along with members of management complete annual conflict of interest statements. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The cooperative utilizes an independent compensation professional to review market trends and conduct an analysis of compensation including the CEO. The compensation committee of the board conducts an annual performance review of the CEO and approves the compensation package associated with this position. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governing documents and policies are available upon request. The annual report, bylaws and other governing documents are available on the coop's web site. In addition, financial data is presented to the members at the annual meeting and also included in the 990 which is available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Contributions in aid of construction not revenue per gaap = -$2163407 Other Changes In Net Assets Or Fund Balances - Other Decreases net change in memberships = -$5805 Other Changes In Net Assets Or Fund Balances - Other Decreases net retirement of capital credits = -$4169927 Other Changes In Net Assets Or Fund Balances - Other Increases non-cash patronage allocations not revenue per irs = $281832 Other Changes In Net Assets Or Fund Balances - Other Increases Other comprehensive income = $2781604 Other Changes In Net Assets Or Fund Balances - Other Increases Patronage Div. paid to members' Accts. not expense per gaap = $9263048 990 Part IX Line 17 Travel Per IRS instructions the total travel costs reported on this line represent all transportation costs of the Corporation, including the expense of purchasing, leasing, operating, and repairing over 100 vehicles owned by the Corporation. This includes all the line and service trucks used in the daily operations of the Corporation. These trucks log in approximately 1,000,000 miles each year constructing and maintaining the electric plant of the Corporation. 990 Part VII Section A Column F The Corporation participates in the NRECA group defined pension plan. As part of this plan, participants are required to recognize the actuarial increase in the value of their account on the form 990. The contribution rate for participants in the plan are the same for all individuals in the plan. The change in actuarial value for each participant, however, varies with age. In other words, the older a participant is, the greater the increase in that individual's change in actuarial value with all other things being equal. Form 990, Part IX, Line 4 Benefits Paid To or For Members Patronage dividends are paid to members' accounts in accordance with the pre-existing obligation in the Corporation's by-laws. The Corporation is obligated to pay by credits to a capital account for each patron all such amounts in excess of operating costs and expenses.IRS instructions for line 4 changed in 2011 to include patronage dividends paid by section 501(c)(12) organizations to their members. Accordingly, these amounts are now reported on line 4. Blue Ridge Electric Members Found Inc PO Box 112 Lenoir NC 28645 561793740 Provides assistance to needy families & nonprofit com. org. NC 501 (c) 3 Charity Blue Ridge EMC true Ridgelink LLC PO Box 112 Lenoir NC 28645 263648319 Telecommunication Services NC Blue Ridge EMC C corp 119542 8394537 1.00000 true Blue Ridge Energies LLC PO Box 112 Lenoir NC 28645 562100909 Fuel Propane / Dist. Retail NC Blue Ridge EMC C corp 724134 16458738 1.00000 true true true false false true false true true false false false false false false true true true true false Blue Ridge Electric Members Found Inc b 44500 FMV Blue Ridge Electric Members Found Inc q 105481 Cost Ridgelink LLC a 105934 FMV = Cost Ridgelink LLC e 2034000 FMV Ridgelink LLC o 191408 Cost Ridgelink LLC p 34247 cost Ridgelink LLC q 54240 cost Ridgelink LLC r 299824 cost Blue Ridge Energies LLC a 200203 FMV = Cost Blue Ridge Energies LLC g 146805 FMV Blue Ridge Energies LLC h 674677 FMV Blue Ridge Energies LLC o 533920 Cost Blue Ridge Energies LLC p 71427 Cost Blue Ridge Energies LLC q 456832 Cost