2026-01-16T11:15:57-06:00 2025-06-30 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2024-07-01 560989727 NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC NORT 9198344652 3737 GLENWOOD AVE STE 150 RALEIGH NC 27612 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 8003561190 2026-01-15 1 0 MICHELLE FOOTE P01387279 9198792909 2024 2025-03-06 01:10:19Z X RGEA RETIRED GOVERNMENT EMPLOYEES ASSOCIATION TIMOTHY O'CONNELL 528 WADE AVENUE RALEIGH NC 27605 2248255 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. 21 21 11 22 0 0 0 0 2057430 2150840 1546393 93384 24155 0 3627978 2244224 0 0 0 0 847107 759889 0 0 0 1719573 1823374 2566680 2583263 1061298 -339039 3437986 4466799 299053 1551192 3138933 2915607 X 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 186418 75000 AD&D INSURANCE COVERS ALL MEMBERS OF THE ASSOCIATION DURING THE 2024-2025 FISCAL YEAR. CARRIER PAID 17 CLAIMS TO MEMBERS' ESTATES TOTALING $186,418. 604410 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 3 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. WE ALSO MAIL RELAVENT UPDATES MONTHLY. 162868 NCRGEA'S MEMBER OUTREACH DURING THE FISCAL YEAR INCLUDED FACE TO FACE DISTRICT CONFERENCES HELD IN THE FALL OF 2024 AND SPRING OF 2025. MORE THAN 800 JOINED US IN LOCATIONS IN DURHAM, GREENVILLE, STATESVILLE, AND RALEIGH. THREE LOCAL OUTREACH ASSOCIATES HELD APPROXIMATELY 4-6 MONTHLY LOCAL MEMBER EVENTS AND ATTENDED HR FAIR MEETINGS ACROSS THE STATE. LOCAL HR DEPARTMENTS WERE CONTACTED TO SHARE WHO IS NCRGEA WITH THEM. IN ADDITION TO FACE TO FACE MEETINGS, RGEA EXTENDED MEMBER OUTREACH TO INCLUDE MONTHLY EDUCATIONAL WEBINARS, AND ACTIVITIES. MORE THAN 7,500 MEMBERS TOOK ADVANTAGE OF ONE OR MORE OF THESE OPPORTUNITIES. 343432 AS ONE OF THE LARGEST STATE-LEVEL ASSOCIATIONS FOR RETIRED GOVERNMENT EMPLOYEES IN THE NATION, RGEA LEVERAGES THE STRENGTH OF ITS MEMBERSHIP TO ADVOCATE FOR THE BEST INTERESTS OF GOVERNMENTAL RETIREES IN NORTH CAROLINA. WHEN THE LEGISLATURE IS IN SESSION, WE ATTEND HOUSE AND SENATE COMMITTEES, TRACK BILLS RELEVANT TO OUR AGENDA, MISSION, AND STRATEGIC GOALS, AND MEET WITH LEGISLATORS AND STAFF TO PROMOTE RGEA'S AGENDA. WHEN THE LEGISLATURE IS IN SESSION, THE RGEA STAFF COMPILES AND SHARES THIS INFORMATION THROUGH EMAIL UPDATES, THE WEBSITE, THE YOUTUBE CHANNEL AND OTHER SOCIAL MEDIA POSTS, AND CALLS TO ACTION. 759071 OTHER PROGRAM ACTIVITIES 1102503 2056199 0 0 0 1 0 0 0 0 0 1 0 0 1 1 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 11 1 0 0 0 0 0 0 0 0 0 0 X 21 21 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 MARY ANN HINSHAW PRESIDENT 5.00 X X 0 0 0 MICHAEL TAYLOR PAST PRESIDENT 2.00 X X 0 0 0 ROBERT SHEPHERD SECRETARY/TREASURER 4.00 X X 0 0 0 NANCY LEONARD VICE PRESIDENT 2.00 X X 0 0 0 CINDY AVRETTE DIRECTOR 1.00 X 0 0 0 JIM BARBER DIRECTOR 2.00 X 0 0 0 TRAVIS BURKE DIRECTOR 1.00 X 0 0 0 DORIS CARVER DIRECTOR 1.00 X 0 0 0 JIM CAUSBY DIRECTOR 2.00 X 0 0 0 DEE FREEMAN DIRECTOR 1.00 X 0 0 0 MONTRENA HADLEY DIRECTOR 1.00 X 0 0 0 MARY KAY JAMES DIRECTOR 1.00 X 0 0 0 J THOMAS LUNDY DIRECTOR 1.00 X 0 0 0 LIBBY MCATEER DIRECTOR 1.00 X 0 0 0 SUZANNE MERRILL DIRECTOR 2.00 X 0 0 0 JERRY MONETTE DIRECTOR 1.00 X 0 0 0 MONA MOON DIRECTOR 1.00 X 0 0 0 DELORES PARKER DIRECTOR 1.00 X 0 0 0 JERRY PINKARD DIRECTOR 2.00 X 0 0 0 LINDA SCUILETTI DIRECTOR 1.00 X 0 0 0 RICHARD SELF DIRECTOR 1.00 X 0 0 0 TOM SIMMONS DIRECTOR 1.00 X 0 0 0 TIMOTHY O'CONNELL EXECUTIVE DIRECTOR 40.00 X 155414 0 25233 155414 0 25233 1 0 1 0 FARLOWCO LLC 460 ARLINGTON ST GREENSBORO NC 27406 NEWSLETTER AND MARKETING 276233 1 MEMBER DUES 900099 1957584 1957584 SPONSORSHIPS 900099 100000 100000 ADMINISTRATIVE FEES 900099 75086 75086 MISC INCOME 900099 18170 18170 2150840 97415 97415 4031 -4031 -4031 -4031 2244224 2146809 0 97415 180647 144518 36129 423768 281096 142672 40960 27172 13788 67083 45935 21148 47431 33201 14230 322238 225567 96671 15260 10682 4578 124068 117865 6203 114149 79904 34245 55826 39078 16748 130770 91539 39231 72787 50951 21836 98701 69091 29610 25904 18133 7771 55 55 36288 25402 10886 6717 6717 NEWSLETTER 421324 421324 INSURANCE- AD&D 186418 186418 MEMBERSHIP DEVELOPMENT 183086 183086 MISCELLANEOUS 22302 22302 7481 5237 2244 2583263 2056199 527064 0 437304 181084 73884 75375 220 10000 20422 27712 246815 57639 110673 189176 2792933 3004171 2550 979281 3437986 4466799 145012 387639 154041 124416 0 1039137 299053 1551192 X 3138933 2915607 3138933 2915607 3437986 4466799 -339039 115713 0 X 0 1 X 1 0 1 0 0 21633 1075 20558 115182 27231 87951 110000 29333 80667 189176 SECURITY DEPOSIT 350 RIGHT-OF-USE ASSET OPERATING, NET 978931 979281 LEASE OBLIGATION - OPERATING 1039137 1039137 X 2359937 115713 115713 2244224 0 2244224 2583263 0 2583263 0 2583263 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 155414 0 0 0 0 0 15000 0 10233 0 180647 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.