Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2022 • EIN 56-0989727

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

0.34x

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

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

74th percentile

0.46x

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

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Net Margin

58th percentile

13%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

86th percentile

$132,566

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2022

Asset Growth

65th percentile

5.9%

Faster asset growth than 65% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

3.8%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,841,835

Up $158,445 (+5.9%) from 2021

Net Assets

Up

$1,865,936

Up $160,710 (+9.4%) from 2021

Liabilities

Down

$975,899

Down $2,265 (-0.2%) from 2021

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin58th percentile

Revenue

Up

$2,108,441

Up $78,076 (+3.8%) from 2021

Expenses

Up

$1,842,370

Up $369,353 (+25%) from 2021

Net Income

Down

$266,071

Down $291,277 (-52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2022

Assets$2,841,835
Liabilities$975,899
Net Assets$1,865,936
Open 2022 Filing

Operations Trend

Revenue Growth49th 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

2022

Revenue$2,108,441
Expenses$1,842,370
Net Income$266,071
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$2,108,441
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$1,019,667$1,158,859▲ $139,192
Savings and Temporary Cash Investments$559,668$669,531▲ $109,863
Investments in Publicly Traded Securities$708,519$633,256▼ $75,263
Land, Buildings, and Equipment, Net$382,425$355,983▼ $26,442
Prepaid Expenses and Deferred Charges$6,077$14,905▲ $8,828
Accounts Receivable$7,034$9,301▲ $2,267
Total Assets$2,683,390$2,841,835▲ $158,445
Liabilities
Accounts Payable and Accrued Expenses$862,944$876,628▲ $13,684
Deferred Revenue$115,220$99,271▼ $15,949
Total Liabilities$978,164$975,899▼ $2,265
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,705,226$1,865,936▲ $160,710
Total Net Assets Fund Balance$1,705,226$1,865,936▲ $160,710
Total Liabilities and Net Assets / Fund Balance$2,683,390$2,841,835▲ $158,445

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$256,909$299,185$556,094
Equipment$15,074$96,126$111,200
Land$84,000-$84,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard E RogersFormer Executive DirectorFT$112,627$19,939$132,566

Board Members and Trustees

NameTitle
Linda S SuggsPast President
V Vann LangstonPresident
Martha Sue HallVice President
Alan RobertsDirector
Alice L BordsenDirector
Ben NealDirector
Bob ShephardDirector
Bobby BurlesonDirector
Cecil WoodDirector
Frank LewisDirector
George ChapmanDirector
Jerry PinkardDirector
Karl E SandersDirector
Libby McateerDirector
Melissa BartlettDirector
Suzanne MerrillDirector
Thomas J LundyDirector
Tony E PerryDirector
TIMOTHY O'CONNELLExecutive Director
Michael TaylorSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,043,829
Investment Income
$31,535
Other Revenue
$33,077
Change in Net Assets
$266,071

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,108,441
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-105,361
Total Revenue per Audited Statements
$2,003,080
Total Revenue per Form 990
$2,108,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,322,442
Salaries, Compensation, and Employee Benefits$519,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$185,192$79,368-$264,560
Fees for Services Other$116,724$50,025-$166,749
Current Officers, Directors, Trustees, and Key Employees$108,853$46,652-$155,505
Fees for Services Lobbying$105,219$5,538-$110,757
Office Expenses$71,448$30,621-$102,069
Other Employee Benefits$30,825$13,211-$44,036
Occupancy$28,956$12,410-$41,366
Information Technology$28,825$12,353-$41,178
Fees for Services Legal$26,980$11,563-$38,543
Payroll Taxes$21,222$9,094-$30,316
Pension Plan Contributions$17,858$7,653-$25,511
Depreciation Depletion$17,161$7,355-$24,516
Travel$13,084$5,607-$18,691
Fees for Services Accounting$8,925$3,825-$12,750
Insurance-$7,921-$7,921
Other Expenses$4,297$1,842-$6,139
All Other Expenses-$5,933-$5,933
Total Functional Expenses$1,531,399$310,971$0$1,842,370

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,842,370
Total Expenses per Audited Statements$1,842,370
Total Expenses per Form 990$1,842,370
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
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
TIMOTHY O'CONNELL
Title
Executive Director
Phone
8003561190
Signed
2023-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
TIMOTHY O'CONNELL
Formed
1971
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
9
Volunteers
19

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
250 W MAIN STREET STE 1400, LEXINGTON, KY 40507
Preparer
Elizabeth Leatherman
Phone
8592552341
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.”

Raw XML AppendixShowing 400 of 532 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/PersonNm2MICHAEL TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm3MARTHA SUE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK LEWIS
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IRS990/Form990PartVIISectionAGrp/PersonNm11TONY E PERRY
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IRS990/Form990PartVIISectionAGrp/PersonNm18GEORGE CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19TIMOTHY O'CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm20RICHARD E ROGERS
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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/TitleTxt0PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02108441
IRS990/GrossRentsGrp/RealAmt031983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012353
IRS990/InformationTechnologyGrp/ProgramServicesAmt028825
IRS990/InformationTechnologyGrp/TotalAmt041178
IRS990/InsuranceGrp/ManagementAndGeneralAmt07921
IRS990/InsuranceGrp/TotalAmt07921
IRS990/InvestmentIncomeGrp/ExclusionAmt031535
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031535
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0708519
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0633256
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0395311
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0382425
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0355983
IRS990/LandBldgEquipCostOrOtherBssAmt0751294
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt00
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/NetAssetsOrFundBalancesBOYAmt01705226
IRS990/NetAssetsOrFundBalancesEOYAmt01865936
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt031983
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt031983
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-105361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01705226
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01865936
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt012410
IRS990/OccupancyGrp/ProgramServicesAmt028956
IRS990/OccupancyGrp/TotalAmt041366
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030621
IRS990/OfficeExpensesGrp/ProgramServicesAmt071448
IRS990/OfficeExpensesGrp/TotalAmt0102069
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013211
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030825
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044036
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1NEWSLETTER
IRS990/OtherExpensesGrp/Desc2INSURANCE- AD&D
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01842
IRS990/OtherExpensesGrp/ProgramServicesAmt0347582
IRS990/OtherExpensesGrp/ProgramServicesAmt1211921
IRS990/OtherExpensesGrp/ProgramServicesAmt2186327
IRS990/OtherExpensesGrp/ProgramServicesAmt34297
IRS990/OtherExpensesGrp/TotalAmt0347582
IRS990/OtherExpensesGrp/TotalAmt1211921
IRS990/OtherExpensesGrp/TotalAmt2186327
IRS990/OtherExpensesGrp/TotalAmt36139
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01094
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01094
IRS990/OtherRevenueTotalAmt01094
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079368
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0185192
IRS990/OtherSalariesAndWagesGrp/TotalAmt0264560
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09094
IRS990/PayrollTaxesGrp/ProgramServicesAmt021222
IRS990/PayrollTaxesGrp/TotalAmt030316
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07653
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt017858
IRS990/PensionPlanContributionsGrp/TotalAmt025511
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06077
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014905
IRS990/PrincipalOfficerNm0TIMOTHY O'CONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/Desc2SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01887592
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt191237
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt265000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01887592
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt191237
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt265000
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S NEWSLETTER, WAS SENT TO OVER 63,000 MEMBERS SIX TIMES DURING THE FISCAL YEAR, EITHER BY US MAIL OR ELECTRONICALLY (OVER 3,300 ELECTRONIC MAILINGS PER ISSUE). 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/ExpenseAmt0551304
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS, DURING 2021/2022 FISCAL YEAR, FACE TO FACE MEETINGS WERE HELD IN THE FALL OF 2021. LOCATIONS WERE CHEROKEE, CHARLOTTE, GASTONIA, CONCORD, BLOWING ROCK, ASHEVILLE, HICKORY AND STATESVILLE. WITH COVID STILL A FACTOR, FOR SPRING 2022, WE PROVIDED A VIRTUAL WEEK LONG 'PUBLIC SERVANTS WEEK'. EACH DAY WAS A DIFFERENT TOPIC, BRINGING IN MORE SPEAKERS AND EVENTS FOR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0336907
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026741
IRS990/PYOtherExpensesAmt0891259
IRS990/PYOtherRevenueAmt015570
IRS990/PYProgramServiceRevenueAmt01988054
IRS990/PYRevenuesLessExpensesAmt0557348
IRS990/PYSalariesCompEmpBnftPaidAmt0581758
IRS990/PYTotalExpensesAmt01473017
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02030365
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0266071
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt031983
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt084751
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0559668
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0669531
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0256909
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0299185
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0556094
IRS990ScheduleD/EquipmentGrp/BookValueAmt015074
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096126
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0111200
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01842370
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt084000

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,841,835
Liabilities
$975,899
Net assets
$1,865,936
Revenue
$2,108,441
Expenses
$1,842,370
Net income
$266,071
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