Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2017 • EIN 56-0989727

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 16, 2017

Organization ProfileNCRGEA.COM
528 Wade AvenueRaleigh, NC 27605

(919) 834-4652

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.38x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.32x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Net Margin

16th percentile

-11%

Higher net margin than 16% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$119,910

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2017

Asset Growth

36th percentile

-0.1%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

0.7%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$1,100,840

Down $883 (-0.1%) from 2016

Net Assets

Down

$684,564

Down $108,049 (-14%) from 2016

Liabilities

Up

$416,276

Up $107,166 (+35%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin16th percentile

Revenue

Up

$1,307,300

Up $8,521 (+0.7%) from 2016

Expenses

Up

$1,451,075

Up $129,781 (+9.8%) from 2016

Net Income

Down

-$143,775

Down $121,260 (-539%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,558,606Liabilities 2011: $642,665Net Assets 2011: $915,9412011Assets 2012: $1,080,858Liabilities 2012: $289,673Net Assets 2012: $791,1852012Assets 2013: $992,587Liabilities 2013: $282,261Net Assets 2013: $710,3262013Assets 2014: $1,012,194Liabilities 2014: $314,328Net Assets 2014: $697,8662014Assets 2015: $1,065,670Liabilities 2015: $273,464Net Assets 2015: $792,2062015Assets 2016: $1,101,723Liabilities 2016: $309,110Net Assets 2016: $792,6132016Assets 2017: $1,100,840Liabilities 2017: $416,276Net Assets 2017: $684,5642017Assets 2018: $1,197,109Liabilities 2018: $496,353Net Assets 2018: $700,7562018Assets 2019: $1,898,384Liabilities 2019: $1,178,797Net Assets 2019: $719,5872019Assets 2020: $2,244,087Liabilities 2020: $1,209,858Net Assets 2020: $1,034,2292020Assets 2021: $2,683,390Liabilities 2021: $978,164Net Assets 2021: $1,705,2262021Assets 2022: $2,841,835Liabilities 2022: $975,899Net Assets 2022: $1,865,9362022Assets 2023: $2,991,459Liabilities 2023: $944,720Net Assets 2023: $2,046,7392023Assets 2024: $3,437,986Liabilities 2024: $299,053Net Assets 2024: $3,138,9332024Assets 2025: $4,466,799Liabilities 2025: $1,551,192Net Assets 2025: $2,915,6072025

Highlighted filing

2017

Assets$1,100,840
Liabilities$416,276
Net Assets$684,564
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,114,6722011Revenue 2012: $991,827Expenses 2012: $1,117,228Net Income 2012: -$125,4012012Expenses 2013: $1,188,7202013Revenue 2014: $1,202,475Expenses 2014: $1,222,260Net Income 2014: -$19,7852014Revenue 2015: $1,305,948Expenses 2015: $1,209,711Net Income 2015: $96,2372015Revenue 2016: $1,298,779Expenses 2016: $1,321,294Net Income 2016: -$22,5152016Revenue 2017: $1,307,300Expenses 2017: $1,451,075Net Income 2017: -$143,7752017Revenue 2018: $1,371,203Expenses 2018: $1,375,663Net Income 2018: -$4,4602018Revenue 2019: $1,433,601Expenses 2019: $1,442,245Net Income 2019: -$8,6442019Revenue 2020: $1,692,035Expenses 2020: $1,366,479Net Income 2020: $325,5562020Revenue 2021: $2,030,365Expenses 2021: $1,473,017Net Income 2021: $557,3482021Revenue 2022: $2,108,441Expenses 2022: $1,842,370Net Income 2022: $266,0712022Revenue 2023: $2,155,437Expenses 2023: $2,034,920Net Income 2023: $120,5172023Revenue 2024: $3,627,978Expenses 2024: $2,566,680Net Income 2024: $1,061,2982024Revenue 2025: $2,244,224Expenses 2025: $2,583,263Net Income 2025: -$339,0392025

Highlighted filing

2017

Revenue$1,307,300
Expenses$1,451,075
Net Income-$143,775
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 16, 2017
Return Version
2016v3.0
Gross Receipts
$1,325,309
Mission and Program Overview

Mission

The mission of ncrgea shall be to advance, promote and defend the rights, interests, and welfare of retired state and local government employees of north carolina, their dependents and beneficiaries.

To promote and defend the rights and welfare of retired employees of the state of north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$350,441$547,037▲ $196,596
Land, Buildings, and Equipment, Net$374,039$342,428▼ $31,611
Cash and Non-Interest-Bearing Accounts$117,726$113,899▼ $3,827
Savings and Temporary Cash Investments$235,532$89,746▼ $145,786
Accounts Receivable$18,384--
Prepaid Expenses and Deferred Charges$5,601$7,730▲ $2,129
Total Assets$1,101,723$1,100,840▼ $883
Liabilities
Deferred Revenue$174,298$154,076▼ $20,222
Mortgage Notes Payable Secured by Investment Property$24,077$143,611▲ $119,534
Accounts Payable and Accrued Expenses$104,274$113,674▲ $9,400
Other Liabilities$6,461$4,915▼ $1,546
Total Liabilities$309,110$416,276▲ $107,166
Net Assets / Fund Balance
Unrestricted Net Assets$792,613$684,564▼ $108,049
Total Net Assets Fund Balance$792,613$684,564▼ $108,049
Total Liabilities and Net Assets / Fund Balance$1,101,723$1,100,840▼ $883

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$203,393$213,673$417,066
Equipment$55,035$47,863$102,898
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersExecutive DirectorFT$107,430$12,480$119,910

Board Members and Trustees

NameTitle
Graham W PervierPast President
Joseph T BarwickPresident
Linda S SuggsVice President
Beverly StewardDirector
Carolyn H CarterDirector
Edward J ShearyDirector
Evelyn C GerdesDirector
Frank LewisDirector
George E CurrieDirector
Irene B PollardDirector
Jeffrey B JoinesDirector
John H Manley JrDirector
Larry F KepleyDirector
Linda K StoryDirector
Martha Sue HallDirector
Michele T NelsonDirector
Nancy C PhillipsDirector
Robert C AtwaterDirector
Thomas W LaneDirector
William C McgeeDirector
V Vann LangstonSecretary
Clifton B MetcalfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,279,762
Investment Income
$18,301
Other Revenue
$9,237
Change in Net Assets
$-143,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,307,300
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$53,735
Total Revenue per Audited Statements
$1,361,035
Total Revenue per Form 990
$1,307,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,012,562
Salaries, Compensation, and Employee Benefits$438,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,194$86,462-$251,656
Insurance$182,320$6,012-$188,332
Fees for Services Legal$98,506$42,217-$140,723
Office Expenses$95,718$41,022-$136,740
Current Officers, Directors, Trustees, and Key Employees$97,805$24,451-$122,256
Fees for Services Other$35,825$15,354-$51,179
Depreciation Depletion$22,128$9,483-$31,611
Fees for Services Lobbying$21,706$9,302-$31,008
Payroll Taxes$20,492$8,782-$29,274
Pension Plan Contributions$15,959$6,839-$22,798
Travel$15,066$6,457-$21,523
Occupancy$12,606$5,403-$18,009
Information Technology$12,069$5,173-$17,242
Other Employee Benefits$8,770$3,759-$12,529
Fees for Services Accounting$8,190$3,510-$11,700
Interest-$7,448-$7,448
Other Expenses$4,326$1,854-$6,180
Total Functional Expenses$1,152,530$298,545$0$1,451,075

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,469,084
Expenses per Audited Statements$1,451,075
Total Expenses per Form 990$1,451,075
Expenses Not Reported on Form 990$18,009
Expenses Not Reported on Financial Statements$0
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Obligation$4,915
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“The executive director, treasurer, and the office manager are the only individuals that currently review the form 990. The organization will consider having the governing body review the form as well in the future.”

Form 990, Part VI, Section B, Line 12C

“Each covered individual must complete an annual related party document as a function of our external audit process, regardless of the existence of any conflict or potential conflict. Any conflicts of interest, potential conflicts of interest, or appearance of conflicts of interest must be reported to, and addressed by the board of directors prior to discussion and voting. The director must disqualify himself or herself and be excused from the meeting until discussion and voting on the matter is completed.”

Form 990, Part VI, Section B, Line 15

“The compensation review for the executive director is done by the executive committee who then makes a recommendation to the board of directors for the coming year's compensation. This is recorded in the minutes. The executive director's compensation was last reviewed in june 2015.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, financial statements, and form 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
North Carolina Retired Governmental
EIN
56-0989727
Phone
9198344652
Address
528 WADE AVENUE, RALEIGH, NC 27605

Signing Officer

Name
Richard Rodgers
Title
Executive Director
Phone
8003561190
Signed
2017-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Rodgers
Formed
1971
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
6
Volunteers
20

Preparer

Firm
Koonce Wooten & Haywood Llp
Address
P O BOX 17806, RALEIGH, NC 27619-7806
Preparer
David Boyce
Phone
9197829265
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The association considers uncertain tax positions and management does not believe there are any significant income tax uncertainties.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 18,009.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 18,009.”

Raw XML AppendixShowing 400 of 537 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22107430
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01325309
IRS990/GrossRentsGrp/RealAmt019200
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05173
IRS990/InformationTechnologyGrp/ProgramServicesAmt012069
IRS990/InformationTechnologyGrp/TotalAmt017242
IRS990/InsuranceGrp/ManagementAndGeneralAmt06012
IRS990/InsuranceGrp/ProgramServicesAmt0182320
IRS990/InsuranceGrp/TotalAmt0188332
IRS990/InterestGrp/ManagementAndGeneralAmt07448
IRS990/InterestGrp/TotalAmt07448
IRS990/InvestmentIncomeGrp/ExclusionAmt018301
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018301
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0350441
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0547037
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0261536
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0374039
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0342428
IRS990/LandBldgEquipCostOrOtherBssAmt0603964
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt018009
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE, PROMOTE, AND DEFEND, BY ANY LAWFUL MEANS, THE RIGHTS AND INTERESTS AND WELFARE OF RETIRED EMPLOYEES OF THE STATE OF NORTH CAROLINA AND IT'S POLITICAL SUBDIVISIONS. WE ACCOMPLISH THIS THROUGH INFORMING, EDUCATING, AND LOBBYING FOR OUR MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt024077
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0143611
IRS990/NetAssetsOrFundBalancesBOYAmt0792613
IRS990/NetAssetsOrFundBalancesEOYAmt0684564
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01191
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01191
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt035726
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05403
IRS990/OccupancyGrp/ProgramServicesAmt012606
IRS990/OccupancyGrp/TotalAmt018009
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041022
IRS990/OfficeExpensesGrp/ProgramServicesAmt095718
IRS990/OfficeExpensesGrp/TotalAmt0136740
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03759
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08770
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012529
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015017
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11854
IRS990/OtherExpensesGrp/ProgramServicesAmt0223245
IRS990/OtherExpensesGrp/ProgramServicesAmt1111180
IRS990/OtherExpensesGrp/ProgramServicesAmt21425
IRS990/OtherExpensesGrp/ProgramServicesAmt34326
IRS990/OtherExpensesGrp/TotalAmt0223245
IRS990/OtherExpensesGrp/TotalAmt1111180
IRS990/OtherExpensesGrp/TotalAmt216442
IRS990/OtherExpensesGrp/TotalAmt36180
IRS990/OtherLiabilitiesGrp/BOYAmt06461
IRS990/OtherLiabilitiesGrp/EOYAmt04915
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08046
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08046
IRS990/OtherRevenueTotalAmt08046
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt086462
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165194
IRS990/OtherSalariesAndWagesGrp/TotalAmt0251656
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08782
IRS990/PayrollTaxesGrp/ProgramServicesAmt020492
IRS990/PayrollTaxesGrp/TotalAmt029274
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06839
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015959
IRS990/PensionPlanContributionsGrp/TotalAmt022798
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05601
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07730
IRS990/PrincipalOfficerNm0RICHARD RODGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01150049
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt177213
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt252500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01150049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt252500
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S NEWSLETTER, WAS SENT TO OVER 70,000 MEMBERS SIX TIMES DURING THE FISCAL YEAR, EITHER BY US MAIL OR ELECTRONICALLY (OVER 3,000 ELECTRONIC MAILINGS PER ISSUE). IN HOPES OF INCREASING MEMBERSHIP, THROUGH AN AFFILIATE MEMBERSHIP PROGRAM, THE ASSOCIATION CONTINUED MAILING NEWSLETTERS TO ALL NEW RETIREES FOR THE FIRST TWELVE MONTHS OF THEIR RETIREMENT, WHETHER THEY JOINED THE ASSOCIATION OR NOT. IN APRIL 2017 THE BOARD REVISED ITS AFFILIATE MEMBERSHIP PROGRAM TO ONLY SIX MONTHS OF NEWSLETTERS. ADDITIONALLY, THE NEWSLETTER IS MAILED TO CITY AND COUNTY MANAGERS, HR PERSONNEL, COLLEGES, UNIVERSITIES, AND COMMUNITY COLLEGES. PERTINENT INFORMATION INCLUDED IN THE NEWSLETTER FOR STATE AND LOCAL GOVERNMENT RETIREES INCLUDE UPDATES ON NORTH CAROLINA LEGISLATIVE HAPPENINGS, STATE HEALTH PLAN INFORMATION, UPDATES ON MEDICARE AND SOCIAL SECURITY, AND OTHER ISSUES OF IMPORTANCE FOR THESE RETIREES AND PROSPECTIVE RETIREES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0414911
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2016/2017 FISCAL YEAR, SERVED OVER 1,203 MEMBERS. THE SPEAKERS PROVIDED INFORMATION TO OUR MEMBERS ON STATE HEALTH PLAN CHANGES, NORTH CAROLINA'S 401(K) PLAN, THE NORTH CAROLINA RETIREMENT SYSTEM, MEDICARE, SOCIAL SECURITY, CREDIT REPORTS, IDENTITY THEFT, AND SCAMS TARGETING SENIORS. THE FALL OF 2016 MEETINGS WERE HELD IN SOUTHERN PINES, HAMLET, SMITHFIELD, FAYETTEVILLE AND LUMBERTON, NORTH CAROLINA. THE SPRING OF 2017 MEETINGS WERE HELD IN GASTONIA, CHARLOTTE AND CONCORD, NORTH CAROLINA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0253556
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013571
IRS990/PYOtherExpensesAmt0894553
IRS990/PYOtherRevenueAmt021491
IRS990/PYProgramServiceRevenueAmt01263717
IRS990/PYRevenuesLessExpensesAmt0-22515
IRS990/PYSalariesCompEmpBnftPaidAmt0426741
IRS990/PYTotalExpensesAmt01321294
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01298779
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-143775
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01191
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,100,840
Liabilities
$416,276
Net assets
$684,564
Revenue
$1,307,300
Expenses
$1,451,075
Net income
-$143,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.47$1.55$2.92$2.24$2.58$0.34
2024Detailed filing. Detailed filing data is available for this year.$3.44$0.30$3.14$3.63$2.57$1.06
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.94$2.05$2.16$2.03$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.84$0.98$1.87$2.11$1.84$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.68$0.98$1.71$2.03$1.47$0.56
2020Detailed filing. Detailed filing data is available for this year.$2.24$1.21$1.03$1.69$1.37$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.90$1.18$0.72$1.43$1.44$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.50$0.70$1.37$1.38$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.42$0.68$1.31$1.45$0.14
2016Summary only. Only limited summary data is available for this year.$1.10$0.31$0.79$1.30$1.32$0.02
2015Summary only. Only limited summary data is available for this year.$1.07$0.27$0.79$1.31$1.21$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.01$0.31$0.70$1.20$1.22$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.28$0.71$1.19
2012Summary only. Only limited summary data is available for this year.$1.08$0.29$0.79$0.99$1.12$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.64$0.92$1.11