Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2018 • EIN 56-0989727

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

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

82nd percentile

0.41x

Higher debt load relative to assets than 82% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.36x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-0.3%

Higher net margin than 32% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$121,922

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

8.7%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

4.9%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,197,109

Up $96,269 (+8.7%) from 2017

Net Assets

Up

$700,756

Up $16,192 (+2.4%) from 2017

Liabilities

Up

$496,353

Up $80,077 (+19%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin32nd percentile

Revenue

Up

$1,371,203

Up $63,903 (+4.9%) from 2017

Expenses

Down

$1,375,663

Down $75,412 (-5.2%) from 2017

Net Income

Up

-$4,460

Up $139,315 (+97%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$1,197,109
Liabilities$496,353
Net Assets$700,756
Open 2018 Filing

Operations Trend

Revenue Growth57th 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

2018

Revenue$1,371,203
Expenses$1,375,663
Net Income-$4,460
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$1,387,798
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$547,037$561,782▲ $14,745
Land, Buildings, and Equipment, Net$342,428$404,596▲ $62,168
Cash and Non-Interest-Bearing Accounts$113,899$162,846▲ $48,947
Savings and Temporary Cash Investments$89,746$57,489▼ $32,257
Prepaid Expenses and Deferred Charges$7,730$10,396▲ $2,666
Total Assets$1,100,840$1,197,109▲ $96,269
Liabilities
Mortgage Notes Payable Secured by Investment Property$143,611$223,677▲ $80,066
Deferred Revenue$154,076$149,690▼ $4,386
Accounts Payable and Accrued Expenses$113,674$119,841▲ $6,167
Other Liabilities$4,915$3,145▼ $1,770
Total Liabilities$416,276$496,353▲ $80,077
Net Assets / Fund Balance
Unrestricted Net Assets$684,564$700,756▲ $16,192
Total Net Assets Fund Balance$684,564$700,756▲ $16,192
Total Liabilities and Net Assets / Fund Balance$1,100,840$1,197,109▲ $96,269

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$285,329$225,319$510,648
Equipment$35,267$67,631$102,898
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersExecutive DirectorFT$108,892$13,030$121,922

Board Members and Trustees

NameTitle
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
$1,354,980
Investment Income
$16,428
Other Revenue
$-205
Change in Net Assets
$-4,460

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,371,203
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$37,247
Total Revenue per Audited Statements
$1,408,450
Total Revenue per Form 990
$1,371,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$904,782
Salaries, Compensation, and Employee Benefits$470,881
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,160$94,215-$277,375
Insurance$192,874$6,667-$199,541
Office Expenses$118,146$50,634-$168,780
Current Officers, Directors, Trustees, and Key Employees$99,095$24,774-$123,869
Fees for Services Other$34,205$14,659-$48,864
Payroll Taxes$22,055$9,451-$31,506
Depreciation Depletion$21,990$9,424-$31,414
Fees for Services Lobbying$29,458$1,550-$31,008
Pension Plan Contributions$16,812$7,205-$24,017
Information Technology$14,353$6,151-$20,504
Travel$13,369$5,730-$19,099
Occupancy$11,617$4,978-$16,595
Other Employee Benefits$9,880$4,234-$14,114
Fees for Services Accounting$8,330$3,570-$11,900
Interest-$8,843-$8,843
Other Expenses$4,847$2,077-$6,924
Fees for Services Legal$908$389-$1,297
Total Functional Expenses$1,115,224$260,439$0$1,375,663

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,392,258
Expenses per Audited Statements$1,375,663
Total Expenses per Form 990$1,375,663
Expenses Not Reported on Form 990$16,595
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$3,145
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
2018-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Rodgers
Formed
1971
Legal Domicile
Nc
Voting Board Members
21
Independent Board Members
21
Employees
7
Volunteers
25

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 16,595.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 16,595.”

Raw XML AppendixShowing 400 of 530 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/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
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/TitleTxt21EXECUTIVE DIRECTOR
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IRS990/Form990TFiledInd01
IRS990/FormationYr01971
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01387798
IRS990/GrossRentsGrp/RealAmt010450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06151
IRS990/InformationTechnologyGrp/ProgramServicesAmt014353
IRS990/InformationTechnologyGrp/TotalAmt020504
IRS990/InsuranceGrp/ManagementAndGeneralAmt06667
IRS990/InsuranceGrp/ProgramServicesAmt0192874
IRS990/InsuranceGrp/TotalAmt0199541
IRS990/InterestGrp/ManagementAndGeneralAmt08843
IRS990/InterestGrp/TotalAmt08843
IRS990/InvestmentIncomeGrp/ExclusionAmt016428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016428
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0547037
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0561782
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0292950
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0342428
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0404596
IRS990/LandBldgEquipCostOrOtherBssAmt0697546
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt016595
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
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0223677
IRS990/NetAssetsOrFundBalancesBOYAmt0684564
IRS990/NetAssetsOrFundBalancesEOYAmt0700756
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-6145
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-6145
IRS990/NetUnrelatedBusTxblIncmAmt0-1342
IRS990/NetUnrlzdGainsLossesInvstAmt020652
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04978
IRS990/OccupancyGrp/ProgramServicesAmt011617
IRS990/OccupancyGrp/TotalAmt016595
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050634
IRS990/OfficeExpensesGrp/ProgramServicesAmt0118146
IRS990/OfficeExpensesGrp/TotalAmt0168780
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04234
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09880
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014114
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05888
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12077
IRS990/OtherExpensesGrp/ProgramServicesAmt0204875
IRS990/OtherExpensesGrp/ProgramServicesAmt1128186
IRS990/OtherExpensesGrp/ProgramServicesAmt21064
IRS990/OtherExpensesGrp/ProgramServicesAmt34847
IRS990/OtherExpensesGrp/TotalAmt0204875
IRS990/OtherExpensesGrp/TotalAmt1128186
IRS990/OtherExpensesGrp/TotalAmt26952
IRS990/OtherExpensesGrp/TotalAmt36924
IRS990/OtherLiabilitiesGrp/BOYAmt04915
IRS990/OtherLiabilitiesGrp/EOYAmt03145
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05940
IRS990/OtherRevenueTotalAmt05940
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt094215
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183160
IRS990/OtherSalariesAndWagesGrp/TotalAmt0277375
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09451
IRS990/PayrollTaxesGrp/ProgramServicesAmt022055
IRS990/PayrollTaxesGrp/TotalAmt031506
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07205
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016812
IRS990/PensionPlanContributionsGrp/TotalAmt024017
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07730
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010396
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/RelatedOrExemptFuncIncomeAmt01215206
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt182274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt257500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01215206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt257500
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S NEWSLETTER, WAS SENT TO OVER 65,000 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 12 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/ExpenseAmt0401481
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2017/2018 FISCAL YEAR, SERVED OVER 1,246 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 2017 MEETINGS WERE HELD IN WILKESBORO, HICKORY, STATESVILLE, AND CULLOWHEE, NORTH CAROLINA. THE SPRING OF 2018 MEETINGS WERE HELD IN RALEIGH (2), HENDERSON, DURHAM, AND BURLINGTON, NORTH CAROLINA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0245349
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018301
IRS990/PYOtherExpensesAmt01012562
IRS990/PYOtherRevenueAmt09237
IRS990/PYProgramServiceRevenueAmt01279762
IRS990/PYRevenuesLessExpensesAmt0-143775
IRS990/PYSalariesCompEmpBnftPaidAmt0438513
IRS990/PYTotalExpensesAmt01451075
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01307300
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-4460
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-6145
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
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IRS990/RevenueAmt077300
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089746
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057489
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,197,109
Liabilities
$496,353
Net assets
$700,756
Revenue
$1,371,203
Expenses
$1,375,663
Net income
-$4,460
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