2024-01-22T07:14:24-06:00 2023-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2022-07-01 560989727 NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC NORT 9198344652 528 WADE AVENUE RALEIGH NC 27605 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 8003561190 2024-01-18 1 TIMOTHY OCONNELL 999009999 1 MICHELLE FOOTE P01387279 9198792909 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY O'CONNELL 528 WADE AVENUE RALEIGH NC 27605 2155437 0 X NCRGEA.COM X 1971 NC TO ADVANCE, PROMOTE, AND DEFEND THE RIGHTS, INTERESTS, AND WELFARE OF RETIRED STATE AND LOCAL GOVERNMENT EMPLOYEES OF NORTH CAROLINA, THEIR DEPENDENTS AND BENEFICIARIES. 20 20 10 21 0 0 0 0 2043829 2105944 31535 18053 33077 31440 2108441 2155437 0 0 0 0 519928 704484 0 0 0 1322442 1330436 1842370 2034920 266071 120517 2841835 2991459 975899 944720 1865936 2046739 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. 0 0 695754 128442 AD&D INSURANCE COVERS ALL MEMBERS OF THE ASSOCIATION DURING THE 2022/2023 FISCAL YEAR. CARRIER PAID 10 CLAIMS TO MEMBERS' ESTATES TOTALING $140,000. 596361 LIVING 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. 364443 NCRGEA'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. 1656558 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 10 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X TIMOTHY O'CONNELL 9198344652 528 WADE AVENUE RALEIGH NC 27605 MICHAEL TAYLOR PRESIDENT 5.00 X X 0 0 0 KARL E SANDERS VICE PRESIDENT 5.00 X X 0 0 0 V VANN LANGSTON PAST PRESIDENT 5.00 X X 0 0 0 ROBERT SHEPHERD SECRETARY/TREASURER 5.00 X X 0 0 0 BEN NEAL DIRECTOR 2.00 X 0 0 0 BOBBY BURLESON DIRECTOR 2.00 X 0 0 0 DEE FREEMAN DIRECTOR 2.00 X 0 0 0 DORIS CARVER DIRECTOR 2.00 X 0 0 0 ELIZABETH SNUGGS MCATEER DIRECTOR 2.00 X 0 0 0 FRANK LEWIS DIRECTOR 2.00 X 0 0 0 FREDDIE MCNEIL DIRECTOR 2.00 X 0 0 0 GROVA BRIDGERS DIRECTOR 1.00 X 0 0 0 J THOMAS LUNDY DIRECTOR 2.00 X 0 0 0 JERRY MONNETTE DIRECTOR 2.00 X 0 0 0 JERRY PINKARD DIRECTOR 2.00 X 0 0 0 MARY ANN HINSHAW DIRECTOR 2.00 X 0 0 0 MARY KAY JAMES DIRECTOR 2.00 X 0 0 0 MELISSA BARTLETT DIRECTOR 2.00 X 0 0 0 NANCY LEONARD DIRECTOR 2.00 X 0 0 0 SUZANNE MERRILL DIRECTOR 2.00 X 0 0 0 THOMAS SIMMONS DIRECTOR 2.00 X 0 0 0 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 40.00 X 77002 0 16475 77002 0 16475 0 0 0 0 0 MEMBER DUES 900099 1937519 1937519 ADMINISTRATIVE FEES 900099 128425 128425 SPONSORSHIPS 900099 40000 40000 2105944 18053 18053 31440 0 31440 31440 31440 2155437 2137384 0 18053 180477 126334 54143 382866 268006 114860 35616 24931 10685 62639 43847 18792 42886 30020 12866 31046 21732 9314 21194 14836 6358 97271 92407 4864 81222 56855 24367 174735 122315 52420 61929 43350 18579 35747 25023 10724 55197 38638 16559 47 47 25552 17886 7666 9921 9921 NEWSLETTER 278431 278431 MEMBERSHIP DEVELOPMENT 277073 277073 INSURANCE- AD&D 170031 170031 TELEPHONE 6918 4843 2075 4122 4122 2034920 1656558 378362 0 1158859 1179679 669531 72807 9301 14250 14905 32788 804938 420863 355983 384075 633256 1307860 2841835 2991459 876628 859627 99271 85093 975899 944720 X 1865936 2046739 1865936 2046739 2841835 2991459 120517 60286 0 X 0 1 X 1 0 1 0 0 84000 84000 556093 318729 237364 114845 102134 12711 50000 50000 384075 X 2215723 60286 60286 2155437 0 2155437 2034920 0 2034920 0 2034920 PART X, LINE 2: THE ASSOCIATION CONSIDERS UNCERTAIN TAX POSITIONS AND MANAGEMENT DOES NOT BELIEVE THERE ARE ANY SIGNIFICANT INCOME TAX UNCERTAINTIES. 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.