Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2023 • EIN 56-0989727

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 18, 2024

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

79th percentile

0.32x

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

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.44x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Net Margin

44th percentile

5.6%

Higher net margin than 44% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$93,477

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2023

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

2.2%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$2,991,459

Up $149,624 (+5.3%) from 2022

Net Assets

Up

$2,046,739

Up $180,803 (+9.7%) from 2022

Liabilities

Down

$944,720

Down $31,179 (-3.2%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin44th percentile

Revenue

Up

$2,155,437

Up $46,996 (+2.2%) from 2022

Expenses

Up

$2,034,920

Up $192,550 (+10%) from 2022

Net Income

Down

$120,517

Down $145,554 (-55%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$2,991,459
Liabilities$944,720
Net Assets$2,046,739
Open 2023 Filing

Operations Trend

Revenue Growth40th 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

2023

Revenue$2,155,437
Expenses$2,034,920
Net Income$120,517
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 18, 2024
Return Version
2022v5.0
Gross Receipts
$2,155,437
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
Investments in Publicly Traded Securities$633,256$1,307,860▲ $674,604
Cash and Non-Interest-Bearing Accounts$1,158,859$1,179,679▲ $20,820
Land, Buildings, and Equipment, Net$355,983$384,075▲ $28,092
Savings and Temporary Cash Investments$669,531$72,807▼ $596,724
Prepaid Expenses and Deferred Charges$14,905$32,788▲ $17,883
Accounts Receivable$9,301$14,250▲ $4,949
Total Assets$2,841,835$2,991,459▲ $149,624
Liabilities
Accounts Payable and Accrued Expenses$876,628$859,627▼ $17,001
Deferred Revenue$99,271$85,093▼ $14,178
Total Liabilities$975,899$944,720▼ $31,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,865,936$2,046,739▲ $180,803
Total Net Assets Fund Balance$1,865,936$2,046,739▲ $180,803
Total Liabilities and Net Assets / Fund Balance$2,841,835$2,991,459▲ $149,624

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$237,364$318,729$556,093
Equipment$12,711$102,134$114,845
Land$84,000-$84,000
Other Land Buildings$50,000-$50,000
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY O'CONNELLExecutive DirectorFT$77,002$16,475$93,477

Board Members and Trustees

NameTitle
V Vann LangstonPast President
Michael TaylorPresident
Karl E SandersVice President
Ben NealDirector
Bobby BurlesonDirector
Dee FreemanDirector
Doris CarverDirector
Elizabeth Snuggs McateerDirector
Frank LewisDirector
Freddie McneilDirector
Grova BridgersDirector
J Thomas LundyDirector
Jerry MonnetteDirector
Jerry PinkardDirector
Mary Ann HinshawDirector
Mary Kay JamesDirector
Melissa BartlettDirector
Nancy LeonardDirector
Suzanne MerrillDirector
Thomas SimmonsDirector
Robert ShepherdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,105,944
Investment Income
$18,053
Other Revenue
$31,440
Change in Net Assets
$120,517

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,155,437
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$60,286
Total Revenue per Audited Statements
$2,215,723
Total Revenue per Form 990
$2,155,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,330,436
Salaries, Compensation, and Employee Benefits$704,484
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$268,006$114,860-$382,866
Current Officers, Directors, Trustees, and Key Employees$126,334$54,143-$180,477
Office Expenses$122,315$52,420-$174,735
Fees for Services Lobbying$92,407$4,864-$97,271
Fees for Services Other$56,855$24,367-$81,222
Other Employee Benefits$43,847$18,792-$62,639
Information Technology$43,350$18,579-$61,929
Travel$38,638$16,559-$55,197
Payroll Taxes$30,020$12,866-$42,886
Occupancy$25,023$10,724-$35,747
Pension Plan Contributions$24,931$10,685-$35,616
Fees for Services Legal$21,732$9,314-$31,046
Depreciation Depletion$17,886$7,666-$25,552
Fees for Services Accounting$14,836$6,358-$21,194
Insurance-$9,921-$9,921
Other Expenses$4,843$2,075-$6,918
All Other Expenses-$4,122-$4,122
Interest-$47-$47
Total Functional Expenses$1,656,558$378,362$0$2,034,920

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,034,920
Total Expenses per Audited Statements$2,034,920
Total Expenses per Form 990$2,034,920
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
2024-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
TIMOTHY O'CONNELL
Formed
1971
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
10
Volunteers
21

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
4130 PARKLAKE AVE STE 400, RALEIGH, NC 27612
Preparer
Michelle Foote
Phone
9198792909
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 514 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/PersonNm1KARL E SANDERS
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IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT SHEPHERD
IRS990/Form990PartVIISectionAGrp/PersonNm4BEN NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm5BOBBY BURLESON
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IRS990/Form990PartVIISectionAGrp/PersonNm7DORIS CARVER
IRS990/Form990PartVIISectionAGrp/PersonNm8ELIZABETH SNUGGS MCATEER
IRS990/Form990PartVIISectionAGrp/PersonNm9FRANK LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm10FREDDIE MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm11GROVA BRIDGERS
IRS990/Form990PartVIISectionAGrp/PersonNm12J THOMAS LUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm13JERRY MONNETTE
IRS990/Form990PartVIISectionAGrp/PersonNm14JERRY PINKARD
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY ANN HINSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm16MARY KAY JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm17MELISSA BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm18NANCY LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm19SUZANNE MERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm21TIMOTHY O'CONNELL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2177002
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02155437
IRS990/GrossRentsGrp/RealAmt031440
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018579
IRS990/InformationTechnologyGrp/ProgramServicesAmt043350
IRS990/InformationTechnologyGrp/TotalAmt061929
IRS990/InsuranceGrp/ManagementAndGeneralAmt09921
IRS990/InsuranceGrp/TotalAmt09921
IRS990/InterestGrp/ManagementAndGeneralAmt047
IRS990/InterestGrp/TotalAmt047
IRS990/InvestmentIncomeGrp/ExclusionAmt018053
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018053
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0633256
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01307860
IRS990/IRPDocumentCnt019
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0420863
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0355983
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0384075
IRS990/LandBldgEquipCostOrOtherBssAmt0804938
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/NetAssetsOrFundBalancesBOYAmt01865936
IRS990/NetAssetsOrFundBalancesEOYAmt02046739
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt031440
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt031440
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060286
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01865936
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02046739
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010724
IRS990/OccupancyGrp/ProgramServicesAmt025023
IRS990/OccupancyGrp/TotalAmt035747
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052420
IRS990/OfficeExpensesGrp/ProgramServicesAmt0122315
IRS990/OfficeExpensesGrp/TotalAmt0174735
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018792
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt043847
IRS990/OtherEmployeeBenefitsGrp/TotalAmt062639
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2INSURANCE- AD&D
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02075
IRS990/OtherExpensesGrp/ProgramServicesAmt0278431
IRS990/OtherExpensesGrp/ProgramServicesAmt1277073
IRS990/OtherExpensesGrp/ProgramServicesAmt2170031
IRS990/OtherExpensesGrp/ProgramServicesAmt34843
IRS990/OtherExpensesGrp/TotalAmt0278431
IRS990/OtherExpensesGrp/TotalAmt1277073
IRS990/OtherExpensesGrp/TotalAmt2170031
IRS990/OtherExpensesGrp/TotalAmt36918
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0114860
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0268006
IRS990/OtherSalariesAndWagesGrp/TotalAmt0382866
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012866
IRS990/PayrollTaxesGrp/ProgramServicesAmt030020
IRS990/PayrollTaxesGrp/TotalAmt042886
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt010685
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt024931
IRS990/PensionPlanContributionsGrp/TotalAmt035616
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014905
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032788
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/RelatedOrExemptFuncIncomeAmt01937519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1128425
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt240000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01937519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1128425
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240000
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S NEWSLETTER, WAS SENT TO OVER 66,000 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/ExpenseAmt0596361
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S DISTRICT MEETINGS: FACE TO FACE MEETINGS WERE HELD IN THE FALL OF 2022 AND SPRING OF 2023. MORE THAN 700 JOINED US IN LOCATIONS IN WINSTON-SALEM, SHELBY, FAYETTEVILLE, MOREHEAD AND HENDERSONVILLE. FOR SPRING, IN ADDITION TO THE DISTRICT CONFERENCES, LOCAL OUTREACH MEETINGS WERE HELD AROUND THE STATE. IN MAY, A LEGISLATIVE EVENT WAS HELD IN RALEIGH FOR MEMBERS TO MEET WITH THEIR REPRESENTATIVES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0364443
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt031535
IRS990/PYOtherExpensesAmt01322442
IRS990/PYOtherRevenueAmt033077
IRS990/PYProgramServiceRevenueAmt02043829
IRS990/PYRevenuesLessExpensesAmt0266071
IRS990/PYSalariesCompEmpBnftPaidAmt0519928
IRS990/PYTotalExpensesAmt01842370
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02108441
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0120517
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt031440
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0128442
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0669531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt072807
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0237364
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0318729
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0556093
IRS990ScheduleD/EquipmentGrp/BookValueAmt012711
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102134
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0114845
IRS990ScheduleD/ExpensesNotReportedAmt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,991,459
Liabilities
$944,720
Net assets
$2,046,739
Revenue
$2,155,437
Expenses
$2,034,920
Net income
$120,517
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