Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2019 • EIN 56-0989727

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 13, 2019

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

89th percentile

0.62x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.82x

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

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Net Margin

31st percentile

-0.6%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

85th percentile

$125,211

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2019

Asset Growth

93rd percentile

59%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

57th percentile

4.6%

Faster revenue growth than 57% of similar nonprofits.

2019 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,898,384

Up $701,275 (+59%) from 2018

Net Assets

Up

$719,587

Up $18,831 (+2.7%) from 2018

Liabilities

Up

$1,178,797

Up $682,444 (+137%) from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin31st percentile

Revenue

Up

$1,433,601

Up $62,398 (+4.6%) from 2018

Expenses

Up

$1,442,245

Up $66,582 (+4.8%) from 2018

Net Income

Down

-$8,644

Down $4,184 (-94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2019

Assets$1,898,384
Liabilities$1,178,797
Net Assets$719,587
Open 2019 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

2019

Revenue$1,433,601
Expenses$1,442,245
Net Income-$8,644
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,454,709
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
Cash and Non-Interest-Bearing Accounts$162,846$864,562▲ $701,716
Investments in Publicly Traded Securities$561,782$592,989▲ $31,207
Land, Buildings, and Equipment, Net$404,596$376,028▼ $28,568
Savings and Temporary Cash Investments$57,489$58,219▲ $730
Prepaid Expenses and Deferred Charges$10,396$6,586▼ $3,810
Total Assets$1,197,109$1,898,384▲ $701,275
Liabilities
Accounts Payable and Accrued Expenses$119,841$832,262▲ $712,421
Mortgage Notes Payable Secured by Investment Property$223,677$197,424▼ $26,253
Deferred Revenue$149,690$147,991▼ $1,699
Other Liabilities$3,145$1,120▼ $2,025
Total Liabilities$496,353$1,178,797▲ $682,444
Net Assets / Fund Balance
Unrestricted Net Assets$700,756$719,587▲ $18,831
Total Net Assets Fund Balance$700,756$719,587▲ $18,831
Total Liabilities and Net Assets / Fund Balance$1,197,109$1,898,384▲ $701,275

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$267,445$243,203$510,648
Equipment$24,583$87,725$112,308
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersExecutive DirectorFT$108,602$16,609$125,211

Board Members and Trustees

NameTitle
Joseph T BarwickImmediate Past President
Linda S SuggsPresident
V Vann LangstonVice President
Ben NealDirector
Beverly StewardDirector
Charles K BeckDirector
Edward J ShearyDirector
Evelyn C GerdesDirector
Frank LewisDirector
George ChapmanDirector
George E CurrieDirector
Irene B PollardDirector
John H Manley JrDirector
Larry F KepleyDirector
Linda K StoryDirector
Martha Sue HallDirector
Nancy C PhillipsDirector
Robert C AtwaterDirector
Thomas W LaneDirector
Michele T NelsonSecretary
Clifton B MetcalfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,404,919
Investment Income
$27,269
Other Revenue
$1,413
Change in Net Assets
$-8,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,433,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$48,583
Total Revenue per Audited Statements
$1,482,184
Total Revenue per Form 990
$1,433,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$970,365
Salaries, Compensation, and Employee Benefits$471,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,489$76,066-$253,555
Office Expenses$91,291$39,125-$130,416
Current Officers, Directors, Trustees, and Key Employees$88,475$37,917-$126,392
Fees for Services Other$46,845$20,077-$66,922
Fees for Services Lobbying$43,991$2,315-$46,306
Other Employee Benefits$26,572$11,388-$37,960
Payroll Taxes$20,286$8,694-$28,980
Information Technology$19,803$8,487-$28,290
Depreciation Depletion$19,438$8,331-$27,769
Travel$18,068$7,744-$25,812
Pension Plan Contributions$17,495$7,498-$24,993
Occupancy$16,675$7,147-$23,822
Interest-$13,140-$13,140
Fees for Services Accounting$8,470$3,630-$12,100
Insurance-$6,905-$6,905
Other Expenses$1,400$5,489-$6,889
Fees for Services Legal$4,210$1,805-$6,015
All Other Expenses$3,735$1,601-$5,336
Total Functional Expenses$1,174,886$267,359$0$1,442,245

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,463,353
Expenses per Audited Statements$1,442,245
Total Expenses per Form 990$1,442,245
Expenses Not Reported on Form 990$21,108
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$1,120
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.”

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
2019-11-13
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
6
Volunteers
23

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 21,108.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 21,108.”

Raw XML AppendixShowing 400 of 534 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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21108602
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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/TitleTxt11SECRETARY
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/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01454709
IRS990/GrossRentsGrp/RealAmt018633
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08487
IRS990/InformationTechnologyGrp/ProgramServicesAmt019803
IRS990/InformationTechnologyGrp/TotalAmt028290
IRS990/InsuranceGrp/ManagementAndGeneralAmt06905
IRS990/InsuranceGrp/TotalAmt06905
IRS990/InterestGrp/ManagementAndGeneralAmt013140
IRS990/InterestGrp/TotalAmt013140
IRS990/InvestmentIncomeGrp/ExclusionAmt027269
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027269
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0561782
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0592989
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0330928
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0404596
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0376028
IRS990/LandBldgEquipCostOrOtherBssAmt0706956
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt021108
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/BOYAmt0223677
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0197424
IRS990/NetAssetsOrFundBalancesBOYAmt0700756
IRS990/NetAssetsOrFundBalancesEOYAmt0719587
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-2475
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-2475
IRS990/NetUnrelatedBusTxblIncmAmt0-1088
IRS990/NetUnrlzdGainsLossesInvstAmt027475
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07147
IRS990/OccupancyGrp/ProgramServicesAmt016675
IRS990/OccupancyGrp/TotalAmt023822
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039125
IRS990/OfficeExpensesGrp/ProgramServicesAmt091291
IRS990/OfficeExpensesGrp/TotalAmt0130416
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011388
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026572
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037960
IRS990/OtherExpensesGrp/Desc0INSURANCE- ADD&D
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05489
IRS990/OtherExpensesGrp/ProgramServicesAmt0195436
IRS990/OtherExpensesGrp/ProgramServicesAmt1194858
IRS990/OtherExpensesGrp/ProgramServicesAmt2180349
IRS990/OtherExpensesGrp/ProgramServicesAmt31400
IRS990/OtherExpensesGrp/TotalAmt0195436
IRS990/OtherExpensesGrp/TotalAmt1194858
IRS990/OtherExpensesGrp/TotalAmt2180349
IRS990/OtherExpensesGrp/TotalAmt36889
IRS990/OtherLiabilitiesGrp/BOYAmt03145
IRS990/OtherLiabilitiesGrp/EOYAmt01120
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03888
IRS990/OtherRevenueTotalAmt03888
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt076066
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0177489
IRS990/OtherSalariesAndWagesGrp/TotalAmt0253555
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08694
IRS990/PayrollTaxesGrp/ProgramServicesAmt020286
IRS990/PayrollTaxesGrp/TotalAmt028980
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07498
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017495
IRS990/PensionPlanContributionsGrp/TotalAmt024993
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010396
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06586
IRS990/PrincipalOfficerNm0RICHARD RODGERS
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01240481
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185938
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt278500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01240481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185938
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt278500
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 6 MONTHS OF THEIR RETIREMENT, WHETHER THEY JOINED THE ASSOCIATION OR NOT. ADDITIONALLY, THE NEWSLETTER IS MAILED TO CITY AND COUNTY MANAGERS, HR PERSONNEL OF COMMUNITY COLLEGES, UNIVERSITIES, STATE AGENCIES, AND LOCAL GOVERNMENT. STATE LEGISLATORS ALSO RECEIVE THE NEWSLETTER. 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/ExpenseAmt0422959
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2018/2019 FISCAL YEAR, SERVED OVER 2,090 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 2018 MEETINGS WERE HELD IN ROCKY MOUNT, ROANOKE RAPIDS, GREENSBORO, WINSTON SALEM AND HIGH POINT, NORTH CAROLINA. THE SPRING 2019 MEETINGS WERE HELD IN MOREHEAD CITY, WILMINGTON, GREENVILLE, ELIZABETH CITY AND KITY HAWK, NORTH CAROLINA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0258475
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016428
IRS990/PYOtherExpensesAmt0904782
IRS990/PYOtherRevenueAmt0-205
IRS990/PYProgramServiceRevenueAmt01354980
IRS990/PYRevenuesLessExpensesAmt0-4460
IRS990/PYSalariesCompEmpBnftPaidAmt0470881
IRS990/PYTotalExpensesAmt01375663
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01371203
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-8644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-2475
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt081823
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057489
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058219
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,898,384
Liabilities
$1,178,797
Net assets
$719,587
Revenue
$1,433,601
Expenses
$1,442,245
Net income
-$8,644
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