Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2020 • EIN 56-0989727

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 01, 2020

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

86th percentile

0.54x

Higher debt load relative to assets than 86% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.72x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

65th percentile

19%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$127,694

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$2,244,087

Up $345,703 (+18%) from 2019

Net Assets

Up

$1,034,229

Up $314,642 (+44%) from 2019

Liabilities

Up

$1,209,858

Up $31,061 (+2.6%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin65th percentile

Revenue

Up

$1,692,035

Up $258,434 (+18%) from 2019

Expenses

Down

$1,366,479

Down $75,766 (-5.3%) from 2019

Net Income

Up

$325,556

Up $334,200 (+3866%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$2,244,087
Liabilities$1,209,858
Net Assets$1,034,229
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$1,692,035
Expenses$1,366,479
Net Income$325,556
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 1, 2020
Return Version
2019v5.1
Gross Receipts
$1,709,510
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 advance, promote, and defend the rights, interests, and welfare of retired state and local government employees of north carolina, their dependents and beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$864,562$1,264,546▲ $399,984
Investments in Publicly Traded Securities$592,989$569,685▼ $23,304
Land, Buildings, and Equipment, Net$376,028$340,168▼ $35,860
Savings and Temporary Cash Investments$58,219$58,882▲ $663
Accounts Receivable-$6,991-
Prepaid Expenses and Deferred Charges$6,586$3,815▼ $2,771
Total Assets$1,898,384$2,244,087▲ $345,703
Liabilities
Accounts Payable and Accrued Expenses$832,262$922,224▲ $89,962
Mortgage Notes Payable Secured by Investment Property$197,424$155,532▼ $41,892
Deferred Revenue$147,991$132,102▼ $15,889
Other Liabilities$1,120$0▼ $1,120
Total Liabilities$1,178,797$1,209,858▲ $31,061
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$719,587$1,034,229▲ $314,642
Total Net Assets Fund Balance$719,587$1,034,229▲ $314,642
Total Liabilities and Net Assets / Fund Balance$1,898,384$2,244,087▲ $345,703

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$249,561$261,087$510,648
Equipment$6,607$104,129$110,736
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersExecutive DirectorFT$108,254$19,440$127,694

Board Members and Trustees

NameTitle
Linda S SuggsPresident
V Vann LangstonVice President
Alice L BordsenDirector
Ben NealDirector
Beverly StewartDirector
Charles K BeckDirector
Edward J ShearyDirector
Evelyn C GerdesDirector
Frank LewisDirector
George ChapmanDirector
George W WootenDirector
Irene B PollardDirector
Larry F KepleyDirector
Linda K StoryDirector
Melissa BartlettDirector
Michael TaylorDirector
Suzanne MerrillDirector
Thomas W LaneDirector
Tony E PerryDirector
Michele T NelsonSecretary
Martha Sue HallSecretary/treasurer
Clifton B MetcalfTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,652,398
Investment Income
$24,776
Other Revenue
$14,861
Change in Net Assets
$325,556

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,692,035
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$6,561
Total Revenue per Audited Statements
$1,698,596
Total Revenue per Form 990
$1,692,035
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$874,375
Salaries, Compensation, and Employee Benefits$492,104
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$187,975$80,561-$268,536
Current Officers, Directors, Trustees, and Key Employees$90,005$38,573-$128,578
Office Expenses$65,550$28,093-$93,643
Fees for Services Lobbying$72,466$3,814-$76,280
Information Technology$43,042$18,446-$61,488
Fees for Services Other$40,022$17,152-$57,174
Other Employee Benefits$26,953$11,551-$38,504
Payroll Taxes$21,074$9,032-$30,106
Pension Plan Contributions$18,466$7,914-$26,380
Depreciation Depletion$17,891$7,668-$25,559
Occupancy$16,439$7,046-$23,485
Travel$12,919$5,537-$18,456
Fees for Services Accounting$8,610$3,690-$12,300
Interest-$10,262-$10,262
Other Expenses$16$6,939-$6,955
Insurance-$5,886-$5,886
All Other Expenses$3,290$1,410-$4,700
Fees for Services Legal$646$277-$923
Total Functional Expenses$1,102,628$263,851$0$1,366,479

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,383,954
Expenses per Audited Statements$1,366,479
Total Expenses per Form 990$1,366,479
Expenses Not Reported on Form 990$17,475
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
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 35% controlled entity
No
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 Rogers
Title
Executive Director
Phone
8003561190
Signed
2020-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Rogers
Formed
1971
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
22
Employees
6
Volunteers
22

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 17,475.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 17,475.”

Raw XML AppendixShowing 400 of 539 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/ActivityOrMissionDesc0TO ADVANCE, PROMOTE, AND DEFEND THE RIGHTS, INTERESTS, AND WELFARE OF RETIRED STATE AND LOCAL GOVERNMENT EMPLOYEES OF NORTH CAROLINA, THEIR DEPENDENTS AND BENEFICIARIES.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22108254
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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/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
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/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01709510
IRS990/GrossRentsGrp/RealAmt030590
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018446
IRS990/InformationTechnologyGrp/ProgramServicesAmt043042
IRS990/InformationTechnologyGrp/TotalAmt061488
IRS990/InsuranceGrp/ManagementAndGeneralAmt05886
IRS990/InsuranceGrp/TotalAmt05886
IRS990/InterestGrp/ManagementAndGeneralAmt010262
IRS990/InterestGrp/TotalAmt010262
IRS990/InvestmentIncomeGrp/ExclusionAmt024776
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024776
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0592989
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0569685
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0365216
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0376028
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0340168
IRS990/LandBldgEquipCostOrOtherBssAmt0705384
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt017475
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0197424
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0155532
IRS990/NetAssetsOrFundBalancesBOYAmt0719587
IRS990/NetAssetsOrFundBalancesEOYAmt01034229
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt013115
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt013115
IRS990/NetUnrelatedBusTxblIncmAmt0933
IRS990/NetUnrlzdGainsLossesInvstAmt0-10914
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0719587
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01034229
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07046
IRS990/OccupancyGrp/ProgramServicesAmt016439
IRS990/OccupancyGrp/TotalAmt023485
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028093
IRS990/OfficeExpensesGrp/ProgramServicesAmt065550
IRS990/OfficeExpensesGrp/TotalAmt093643
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011551
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt026953
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038504
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1INSURANCE- AD&D
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06939
IRS990/OtherExpensesGrp/ProgramServicesAmt0193307
IRS990/OtherExpensesGrp/ProgramServicesAmt1191468
IRS990/OtherExpensesGrp/ProgramServicesAmt292489
IRS990/OtherExpensesGrp/ProgramServicesAmt316
IRS990/OtherExpensesGrp/TotalAmt0193307
IRS990/OtherExpensesGrp/TotalAmt1191468
IRS990/OtherExpensesGrp/TotalAmt292489
IRS990/OtherExpensesGrp/TotalAmt36955
IRS990/OtherLiabilitiesGrp/BOYAmt01120
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01746
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01746
IRS990/OtherRevenueTotalAmt01746
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt080561
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0187975
IRS990/OtherSalariesAndWagesGrp/TotalAmt0268536
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09032
IRS990/PayrollTaxesGrp/ProgramServicesAmt021074
IRS990/PayrollTaxesGrp/TotalAmt030106
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07914
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018466
IRS990/PensionPlanContributionsGrp/TotalAmt026380
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06586
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03815
IRS990/PrincipalOfficerNm0RICHARD ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIP
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01509535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt187863
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt255000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01509535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187863
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt255000
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/ExpenseAmt0396946
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2019/2020 FISCAL YEAR, SERVED OVER 1,000 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 2019 MEETINGS WERE HELD IN LUMBERTON, SOUTHERN PINES, FAYETTEVILLE, SELMA AND HAMLET, NORTH CAROLINA. THE SPRING 2020 MEETINGS WERE POSTPONED DUE TO THE PANDEMIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0242578
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt027269
IRS990/PYOtherExpensesAmt0970365
IRS990/PYOtherRevenueAmt01413
IRS990/PYProgramServiceRevenueAmt01404919
IRS990/PYRevenuesLessExpensesAmt0-8644
IRS990/PYSalariesCompEmpBnftPaidAmt0471880
IRS990/PYTotalExpensesAmt01442245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01433601
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0325556
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,244,087
Liabilities
$1,209,858
Net assets
$1,034,229
Revenue
$1,692,035
Expenses
$1,366,479
Net income
$325,556
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