Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2021 • EIN 56-0989727

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 16, 2021

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

80th percentile

0.36x

Higher debt load relative to assets than 80% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.48x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

67th percentile

27%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$129,911

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,683,390

Up $439,303 (+20%) from 2020

Net Assets

Up

$1,705,226

Up $670,997 (+65%) from 2020

Liabilities

Down

$978,164

Down $231,694 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin67th percentile

Revenue

Up

$2,030,365

Up $338,330 (+20%) from 2020

Expenses

Up

$1,473,017

Up $106,538 (+7.8%) from 2020

Net Income

Up

$557,348

Up $231,792 (+71%) from 2020

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

2021

Assets$2,683,390
Liabilities$978,164
Net Assets$1,705,226
Open 2021 Filing

Operations Trend

Revenue Growth66th 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

2021

Revenue$2,030,365
Expenses$1,473,017
Net Income$557,348
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 16, 2021
Return Version
2020v4.1
Gross Receipts
$2,048,418
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$1,264,546$1,019,667▼ $244,879
Investments in Publicly Traded Securities$569,685$708,519▲ $138,834
Savings and Temporary Cash Investments$58,882$559,668▲ $500,786
Land, Buildings, and Equipment, Net$340,168$382,425▲ $42,257
Accounts Receivable$6,991$7,034▲ $43
Prepaid Expenses and Deferred Charges$3,815$6,077▲ $2,262
Total Assets$2,244,087$2,683,390▲ $439,303
Liabilities
Accounts Payable and Accrued Expenses$922,224$862,944▼ $59,280
Mortgage Notes Payable Secured by Investment Property$155,532--
Deferred Revenue$132,102$115,220▼ $16,882
Total Liabilities$1,209,858$978,164▼ $231,694
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,034,229$1,705,226▲ $670,997
Total Net Assets Fund Balance$1,034,229$1,705,226▲ $670,997
Total Liabilities and Net Assets / Fund Balance$2,244,087$2,683,390▲ $439,303

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$283,439$279,641$563,080
Equipment$14,986$91,155$106,141
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersExecutive DirectorFT$110,419$19,492$129,911

Board Members and Trustees

NameTitle
Linda S SuggsPast President
V Vann LangstonPresident
Alice L BordsenDirector
Ben NealDirector
Beverly StewartDirector
Charles K BeckDirector
Edward J ShearyDirector
Evelyn C GerdesDirector
Frank LewisDirector
George ChapmanDirector
George W WootenDirector
Jerry PinkardDirector
Karl E SandersDirector
Larry F KepleyDirector
Melissa BartlettDirector
Michele T NelsonDirector
Sharon K ThompsonDirector
Suzanne MerrillDirector
Thomas J LundyDirector
Thomas W LaneDirector
Tony E PerryDirector
Michael TaylorSecretary/treasurer
Martha Sue HallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,988,054
Investment Income
$26,741
Other Revenue
$15,570
Change in Net Assets
$557,348

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,030,365
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$131,701
Total Revenue per Audited Statements
$2,162,066
Total Revenue per Form 990
$2,030,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$891,259
Salaries, Compensation, and Employee Benefits$581,758
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$233,240$99,960-$333,200
Current Officers, Directors, Trustees, and Key Employees$91,919$39,394-$131,313
Fees for Services Other$86,366$37,013-$123,379
Office Expenses$84,161$36,069-$120,230
Fees for Services Lobbying$95,201$5,011-$100,212
Other Employee Benefits$33,745$14,462-$48,207
Information Technology$29,308$12,560-$41,868
Payroll Taxes$25,393$10,883-$36,276
Pension Plan Contributions$22,933$9,829-$32,762
Occupancy$11,513$4,934-$16,447
Fees for Services Accounting$8,750$3,750-$12,500
Depreciation Depletion$8,500$3,643-$12,143
Other Expenses$5,976$2,724-$8,700
Insurance-$7,499-$7,499
Travel$4,522$1,938-$6,460
All Other Expenses$4,008$1,718-$5,726
Interest-$3,662-$3,662
Fees for Services Legal$755$324-$1,079
Total Functional Expenses$1,177,644$295,373$0$1,473,017

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,491,070
Expenses per Audited Statements$1,473,017
Total Expenses per Form 990$1,473,017
Expenses Not Reported on Form 990$18,053
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
2021-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Rogers
Formed
1971
Legal Domicile
Nc
Voting Board Members
23
Independent Board Members
23
Employees
8
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 18,053.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSES 18,053.”

Raw XML AppendixShowing 400 of 536 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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23110419
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/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
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/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02048418
IRS990/GrossRentsGrp/RealAmt032333
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012560
IRS990/InformationTechnologyGrp/ProgramServicesAmt029308
IRS990/InformationTechnologyGrp/TotalAmt041868
IRS990/InsuranceGrp/ManagementAndGeneralAmt07499
IRS990/InsuranceGrp/TotalAmt07499
IRS990/InterestGrp/ManagementAndGeneralAmt03662
IRS990/InterestGrp/TotalAmt03662
IRS990/InvestmentIncomeGrp/ExclusionAmt026741
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026741
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0569685
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0708519
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0370796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0340168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0382425
IRS990/LandBldgEquipCostOrOtherBssAmt0753221
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt018053
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/BOYAmt0155532
IRS990/NetAssetsOrFundBalancesBOYAmt01034229
IRS990/NetAssetsOrFundBalancesEOYAmt01705226
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt014280
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014280
IRS990/NetUnrelatedBusTxblIncmAmt02409
IRS990/NetUnrlzdGainsLossesInvstAmt0113649
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01034229
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01705226
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04934
IRS990/OccupancyGrp/ProgramServicesAmt011513
IRS990/OccupancyGrp/TotalAmt016447
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt036069
IRS990/OfficeExpensesGrp/ProgramServicesAmt084161
IRS990/OfficeExpensesGrp/TotalAmt0120230
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014462
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033745
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048207
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1INSURANCE- AD&D
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02724
IRS990/OtherExpensesGrp/ProgramServicesAmt0196079
IRS990/OtherExpensesGrp/ProgramServicesAmt1188649
IRS990/OtherExpensesGrp/ProgramServicesAmt246626
IRS990/OtherExpensesGrp/ProgramServicesAmt35976
IRS990/OtherExpensesGrp/TotalAmt0196079
IRS990/OtherExpensesGrp/TotalAmt1188649
IRS990/OtherExpensesGrp/TotalAmt246626
IRS990/OtherExpensesGrp/TotalAmt38700
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01290
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01290
IRS990/OtherRevenueTotalAmt01290
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt099960
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0233240
IRS990/OtherSalariesAndWagesGrp/TotalAmt0333200
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010883
IRS990/PayrollTaxesGrp/ProgramServicesAmt025393
IRS990/PayrollTaxesGrp/TotalAmt036276
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09829
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022933
IRS990/PensionPlanContributionsGrp/TotalAmt032762
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03815
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06077
IRS990/PrincipalOfficerNm0RICHARD ROGERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01896423
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt191631
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01896423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt191631
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S NEWSLETTER, WAS SENT TO OVER 62,000 MEMBERS SIX TIMES DURING THE FISCAL YEAR, EITHER BY US MAIL OR ELECTRONICALLY (OVER 3,300 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, 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/ExpenseAmt0423952
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2020/2021 FISCAL YEAR, MEETINGS WERE POSTPONED DUE TO THE PANDEMIC.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0259082
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024776
IRS990/PYOtherExpensesAmt0874375
IRS990/PYOtherRevenueAmt014861
IRS990/PYProgramServiceRevenueAmt01652398
IRS990/PYRevenuesLessExpensesAmt0325556
IRS990/PYSalariesCompEmpBnftPaidAmt0492104
IRS990/PYTotalExpensesAmt01366479
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01692035
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0557348
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt014280

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,683,390
Liabilities
$978,164
Net assets
$1,705,226
Revenue
$2,030,365
Expenses
$1,473,017
Net income
$557,348
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