Civic Intelligence

North Carolina Retired Governmental Employees Association Inc

990 • Fiscal year 2024 • EIN 56-0989727

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 21, 2025

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

59th percentile

0.09x

Higher debt load relative to assets than 59% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.08x

Higher debt load relative to revenue than 53% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

29%

Higher net margin than 75% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$179,516

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

68%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$3,437,986

Up $446,527 (+15%) from 2023

Net Assets

Up

$3,138,933

Up $1,092,194 (+53%) from 2023

Liabilities

Down

$299,053

Down $645,667 (-68%) from 2023

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin75th percentile

Revenue

Up

$3,627,978

Up $1,472,541 (+68%) from 2023

Expenses

Up

$2,566,680

Up $531,760 (+26%) from 2023

Net Income

Up

$1,061,298

Up $940,781 (+781%) from 2023

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

2024

Assets$3,437,986
Liabilities$299,053
Net Assets$3,138,933
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$3,627,978
Expenses$2,566,680
Net Income$1,061,298
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 21, 2025
Return Version
2023v6.0
Gross Receipts
$3,937,068
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 and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,307,860$2,792,933▲ $1,485,073
Cash and Non-Interest-Bearing Accounts$1,179,679$437,304▼ $742,375
Land, Buildings, and Equipment, Net$384,075$110,673▼ $273,402
Savings and Temporary Cash Investments$72,807$73,884▲ $1,077
Prepaid Expenses and Deferred Charges$32,788$20,422▼ $12,366
Accounts Receivable$14,250$220▼ $14,030
Total Assets$2,991,459$3,437,986▲ $446,527
Other Assets Total$0$2,550▲ $2,550
Liabilities
Deferred Revenue$85,093$154,041▲ $68,948
Accounts Payable and Accrued Expenses$859,627$145,012▼ $714,615
Total Liabilities$944,720$299,053▼ $645,667
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,046,739$3,138,933▲ $1,092,194
Total Net Assets Fund Balance$2,046,739$3,138,933▲ $1,092,194
Total Liabilities and Net Assets / Fund Balance$2,991,459$3,437,986▲ $446,527

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,007$106,838$114,845
Other Land Buildings$102,666$7,334$110,000
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY O'CONNELLExecutive DirectorFT$155,541$23,975$179,516

Board Members and Trustees

NameTitle
V Vann LangstonPast President
Michael TaylorPresident
Ben NealDirector
Bobby BurlesonDirector
Dee FreemanDirector
Delores ParkerDirector
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
$2,057,430
Investment Income
$1,546,393
Other Revenue
$24,155
Change in Net Assets
$1,061,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,627,978
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$30,896
Total Revenue per Audited Statements
$3,658,874
Total Revenue per Form 990
$3,627,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,719,573
Salaries, Compensation, and Employee Benefits$847,107
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$328,577$162,324-$490,901
Fees for Services Legal$143,673$61,574-$205,247
Office Expenses$123,510$52,933-$176,443
Current Officers, Directors, Trustees, and Key Employees$140,619$35,155-$175,774
Fees for Services Lobbying$117,000$6,158-$123,158
Other Expenses$84,009$36,004-$120,013
Other Employee Benefits$56,484$25,669-$82,153
Information Technology$50,095$21,469-$71,564
Fees for Services Other$45,232$19,385-$64,617
Payroll Taxes$35,749$15,321-$51,070
Pension Plan Contributions$31,546$15,663-$47,209
Travel$31,855$13,652-$45,507
Occupancy$25,373$10,874-$36,247
Depreciation Depletion$18,697$8,013-$26,710
All Other Expenses$16,459$8,017-$24,476
Fees for Services Accounting$12,946$5,548-$18,494
Insurance-$13,112-$13,112
Total Functional Expenses$2,055,809$510,871$0$2,566,680

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,566,680
Total Expenses per Audited Statements$2,566,680
Total Expenses per Form 990$2,566,680
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, finance committee and the office manager 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
2025-01-21
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 538 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/PersonNm2ROBERT SHEPHERD
IRS990/Form990PartVIISectionAGrp/PersonNm3BEN NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm4BOBBY BURLESON
IRS990/Form990PartVIISectionAGrp/PersonNm5DEE FREEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DORIS CARVER
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH SNUGGS MCATEER
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm9FREDDIE MCNEIL
IRS990/Form990PartVIISectionAGrp/PersonNm10GROVA BRIDGERS
IRS990/Form990PartVIISectionAGrp/PersonNm11J THOMAS LUNDY
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IRS990/Form990PartVIISectionAGrp/PersonNm13JERRY PINKARD
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY ANN HINSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm15MARY KAY JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm16MELISSA BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY LEONARD
IRS990/Form990PartVIISectionAGrp/PersonNm18SUZANNE MERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm19THOMAS SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm20DELORES PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm21TIMOTHY O'CONNELL
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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/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/GainOrLossGrp/OtherAmt01490910
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01800000
IRS990/GrossReceiptsAmt03937068
IRS990/GrossRentsGrp/RealAmt024155
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021469
IRS990/InformationTechnologyGrp/ProgramServicesAmt050095
IRS990/InformationTechnologyGrp/TotalAmt071564
IRS990/InsuranceGrp/ManagementAndGeneralAmt013112
IRS990/InsuranceGrp/TotalAmt013112
IRS990/InvestmentIncomeGrp/ExclusionAmt055483
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055483
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01307860
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02792933
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0114172
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0384075
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0110673
IRS990/LandBldgEquipCostOrOtherBssAmt0224845
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0309090
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/NetAssetsOrFundBalancesBOYAmt02046739
IRS990/NetAssetsOrFundBalancesEOYAmt03138933
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01490910
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01490910
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt024155
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt024155
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030896
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02046739
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03138933
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010874
IRS990/OccupancyGrp/ProgramServicesAmt025373
IRS990/OccupancyGrp/TotalAmt036247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052933
IRS990/OfficeExpensesGrp/ProgramServicesAmt0123510
IRS990/OfficeExpensesGrp/TotalAmt0176443
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02550
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025669
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt056484
IRS990/OtherEmployeeBenefitsGrp/TotalAmt082153
IRS990/OtherExpensesGrp/Desc0NEWSLETTER
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2INSURANCE- AD&D
IRS990/OtherExpensesGrp/Desc3CLOSING COST
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt036004
IRS990/OtherExpensesGrp/ProgramServicesAmt0301850
IRS990/OtherExpensesGrp/ProgramServicesAmt1285656
IRS990/OtherExpensesGrp/ProgramServicesAmt2206479
IRS990/OtherExpensesGrp/ProgramServicesAmt384009
IRS990/OtherExpensesGrp/TotalAmt0301850
IRS990/OtherExpensesGrp/TotalAmt1285656
IRS990/OtherExpensesGrp/TotalAmt2206479
IRS990/OtherExpensesGrp/TotalAmt3120013
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0162324
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0328577
IRS990/OtherSalariesAndWagesGrp/TotalAmt0490901
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015321
IRS990/PayrollTaxesGrp/ProgramServicesAmt035749
IRS990/PayrollTaxesGrp/TotalAmt051070
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015663
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt031546
IRS990/PensionPlanContributionsGrp/TotalAmt047209
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032788
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020422
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/RelatedOrExemptFuncIncomeAmt01959374
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161035
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt237021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01959374
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161035
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt237021
IRS990/ProgSrvcAccomActy2Grp/Desc0LIVING POWER, NCRGEA'S MAGAZINE, WAS SENT TO OVER 66,000 MEMBERS FOUR TIMES DURING THE FISCAL YEAR, EITHER BY US MAIL OR ELECTRONICALLY (OVER 3,300 ELECTRONIC MAILINGS PER ISSUE). THE ASSOCIATION CONTINUES 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 ACTIONS, PENSION INFORMATION, STATE HEALTH PLAN INFORMATION, UPDATES ON MEDICARE AND SOCIAL SECURITY, AND OTHER ISSUES OF IMPORTANCE FOR THESE RETIREES AND PROSPECTIVE RETIREES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0740091
IRS990/ProgSrvcAccomActy3Grp/Desc0NCRGEA'S MEMBER OUTREACH MEETINGS, DURING THE FY INCLUDED FACE TO FACE DISTRICT CONFERENCES HELD IN THE FALL OF 2023 AND SPRING OF 2024. MORE THAN 800 JOINED US IN LOCATIONS IN DURHAM, GREENVILLE, STATESVILLE, AND RALEIGH. THREE LOCAL OUTREACH ASSOCIATES HELD APPROXIMATELY 4-6 LOCAL MEMBER EVENTS EACH MONTH AND ATTENDED HR FAIRS ACROSS THE STATE. IN ADDITION, LOCAL HR DEPARTMENTS WERE CONTACTED TO SHARE NCRGEA WITH THEM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0452278
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt018053
IRS990/PYOtherExpensesAmt01330436
IRS990/PYOtherRevenueAmt031440
IRS990/PYProgramServiceRevenueAmt02105944
IRS990/PYRevenuesLessExpensesAmt0120517
IRS990/PYSalariesCompEmpBnftPaidAmt0704484
IRS990/PYTotalExpensesAmt02034920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02155437
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01061298
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt024155
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt060798
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073884
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt08007
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106838

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,437,986
Liabilities
$299,053
Net assets
$3,138,933
Revenue
$3,627,978
Expenses
$2,566,680
Net income
$1,061,298
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