2025-01-21T20:26:39-06:00 2024-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2023-07-01 560989727 NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC NORT 9198344652 528 WADE AVENUE RALEIGH NC 27605 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 8003561190 2025-01-21 1 1 MICHELLE FOOTE P01387279 9198792909 2023 2024-10-15 13:58:12Z TIMOTHY O'CONNELL 528 WADE AVENUE RALEIGH NC 27605 3937068 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 AND THEIR FAMILIES. 20 20 10 21 0 0 0 0 2105944 2057430 18053 1546393 31440 24155 2155437 3627978 0 0 0 0 704484 847107 0 0 0 1330436 1719573 2034920 2566680 120517 1061298 2991459 3437986 944720 299053 2046739 3138933 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 863440 60798 AD&D INSURANCE COVERS ALL MEMBERS OF THE ASSOCIATION DURING THE 2023-2024 FISCAL YEAR. CARRIER PAID 9 CLAIMS TO MEMBERS' ESTATES TOTALING $110,000. 740091 LIVING 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. 452278 NCRGEA'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. 2055809 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 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 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 1.00 X 0 0 0 FRANK LEWIS DIRECTOR 1.00 X 0 0 0 FREDDIE MCNEIL DIRECTOR 0.00 X 0 0 0 GROVA BRIDGERS DIRECTOR 1.00 X 0 0 0 J THOMAS LUNDY DIRECTOR 1.00 X 0 0 0 JERRY MONNETTE DIRECTOR 1.00 X 0 0 0 JERRY PINKARD DIRECTOR 2.50 X 0 0 0 MARY ANN HINSHAW DIRECTOR 2.00 X 0 0 0 MARY KAY JAMES DIRECTOR 1.00 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 1.00 X 0 0 0 DELORES PARKER DIRECTOR 1.00 X 0 0 0 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 40.00 X 155541 0 23975 155541 0 23975 1 0 1 0 0 MEMBER DUES 900099 1959374 1959374 ADMINISTRATIVE FEES 900099 61035 61035 SPONSORSHIPS 900099 37021 37021 2057430 55483 55483 24155 0 24155 24155 24155 1800000 309090 1490910 1490910 1490910 3627978 3572495 0 55483 175774 140619 35155 490901 328577 162324 47209 31546 15663 82153 56484 25669 51070 35749 15321 205247 143673 61574 18494 12946 5548 123158 117000 6158 64617 45232 19385 176443 123510 52933 71564 50095 21469 36247 25373 10874 45507 31855 13652 26710 18697 8013 13112 13112 NEWSLETTER 301850 301850 MEMBERSHIP DEVELOPMENT 285656 285656 INSURANCE- AD&D 206479 206479 CLOSING COST 120013 84009 36004 24476 16459 8017 2566680 2055809 510871 0 1179679 437304 72807 73884 14250 220 32788 20422 224845 114172 384075 110673 1307860 2792933 0 2550 2991459 3437986 859627 145012 85093 154041 944720 299053 X 2046739 3138933 2046739 3138933 2991459 3437986 1061298 30896 0 X 0 1 X 1 0 1 0 0 114845 106838 8007 110000 7334 102666 110673 X 3658874 30896 30896 3627978 0 3627978 2566680 0 2566680 0 2566680 PART X, LINE 2: THE ASSOCIATION CONSIDERS UNCERTAIN TAX POSITIONS AND MANAGEMENT DOES NOT BELIEVE THERE ARE ANY SIGNIFICANT INCOME TAX UNCERTAINTIES. 1 X X 0 0 0 0 0 0 0 0 0 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 155541 0 0 0 0 0 14500 0 9475 0 179516 0 0 0 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.