Nonprofit · EIN 38-2400330
NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC
Also known as NAGDCA
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,671,337 | $1,571,377 | $99,960 | $3,030,233 | $187,558 | $2,842,675 |
| December 31, 2023 | 990 | $1,643,674 | $1,621,898 | $21,776 | $2,626,200 | $115,773 | $2,510,427 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $712,000
- Program service revenue
- $870,740
- Investment income
- $71,517
- Other revenue
- $17,080
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $170,100
- Salaries, compensation and benefits (total)
- $202,850
- Professional fundraising fees
- $0
- Accounting fees
- $2,978
- Travel
- $28,227
Balance sheet and other
- Total assets, start of year
- $2,626,200
- Total assets, end of year
- $3,030,233
- Total liabilities, end of year
- $187,558
- Net assets, end of year
- $2,842,675
- Publicly traded securities
- $2,430,783
- Net assets without donor restrictions
- $2,810,241
- Net assets with donor restrictions
- $32,434
- Gross receipts
- $1,671,337
- Employees
- 1
- Volunteers
- 50
- Year formed
- 1981
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Peterson | Executive Director | 40 | $187,126 |
| Sandy Blair | Past Pres (Ended 9/24) Trustee or director, Officer | 1 | $0 |
| Kelly Hiers | Past President Trustee or director, Officer | 1 | $0 |
| Mo Raihan | President Trustee or director, Officer | 1 | $0 |
| Rhonda Butler Bell | Vice President Trustee or director, Officer | 1 | $0 |
| Jim Potvin | Member-At-Large Trustee or director | 1 | $0 |
| Christina Elliott | VP (Term End10/24) Trustee or director, Officer | 1 | $0 |
| Beth Conradson Cleary | Secretary/Treas Trustee or director, Officer | 1 | $0 |
| Jacob Peacock | Ind President Trustee or director | 1 | $0 |
| Andee Gravitt | Ind Pres (Term End 9/24) Trustee or director | 1 | $0 |
| Hunter Bethea | Member-At-LArge Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matt Peterson | Executive Director | 40 | $158,776 |
| Sandy Blair | Past President Trustee or director, Officer | 1 | $0 |
| Rob Boehmer | Past Pres (Term End 10/23) Trustee or director, Officer | 1 | $0 |
| Kelly Hiers | President Trustee or director, Officer | 1 | $0 |
| Mo Raihan | Vice President Trustee or director, Officer | 1 | $0 |
| Rhonda Butler Bell | Member-at-Large Trustee or director | 1 | $0 |
| Stephanie Biddle | Ind Pres (Term End 10/23) Trustee or director | 1 | $0 |
| Christina Elliott | Secretary/Tres Trustee or director, Officer | 1 | $0 |
| Beth Conradson Cleary | Member-at-Large Trustee or director | 1 | $0 |
| Jacob Peacock | Ind Observer Trustee or director | 1 | $0 |
| Andee Gravitt | Ind President Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 E MAIN ST STE 810, LEXINGTON, KY 40507-2010
- In care of
- % AMR MANAGEMENT SERVICES
- Principal officer (990 for 2024)
- Mo Raihan, 201 East Main St 810, Lexington, KY 40507
- Signed the 990
- Beth Conradson Cleary, Secretary
- Phone
- (859) 514-9161
- Website
- www.nagdca.org
- Return prepared by
- R & R CPAS
Mission
NAGDCA'S MISSION IS TO UNITE REPRESENTATIVES FROM STATE AND LOCAL GOVERNMENTS ALONG WITH PRIVATE SECTOR ORGANIZATIONS THAT SERVICE AND SUPPORT DEFINED CONTRIBUTION PLANS. NAGDCA PROVIDES AN ENVIRONMENT TO FOSTER GROWTH IN PROFESSIONAL DEVELOPMENT OF ITS MEMBERS THROUGH NETWORKING WITH PEERS, EDUCATIONAL OPPORTUNITIES AND INFORMATION SHARING THAT INCLUDES COMPREHENSIVE PUBLICATIONS, REPORTS, AND SURVEYS. NAGDCA WILL PROMOTE AND SUPPORT FEDERAL LEGISLATIVE INITIATIVES FOR THE ADVANCEMENT OF RETIREMENT PLANS.
Program accomplishments
- GENERAL MEMBER BENEFITS AND SUPPORT, INCLUDING BUT NOT LIMITED TO ASSOCIATION WEBSITE, MEMBER DIRECTORIES, ONLINE MEMBER COMMUNITY, NETWORKING EVENTS, SUPPLEMENTAL MEMBER MEETINGS, ETC.
- PRODUCTION OF EVENTS REGARDING EDUCATIONAL TOPICS ABOUT DEFINED CONTRIBUTION INDUSTRY ISSUES.
- MONTHLY NEWSLETTERS AND REGULAR ISSUE PUBLICATIONS PROVIDING INFORMATION ON TOPICS RELATED TO PUBLIC SECTOR DEFINDS CONTRIBUTION PLANS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2400330
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $3,030,233
- Income (IRS master file)
- $1,671,337
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,671,337 | $1,571,377 | $3,030,233 | XML |
| 990 | December 2023 | $1,643,674 | $1,621,898 | $2,626,200 | XML |
| 990 | December 2022 | $1,549,100 | $1,445,008 | $2,402,249 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2400330).
Questions about NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC
- What is the EIN of NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC?
- The employer identification number (EIN) of NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC is 38-2400330.
- Is NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2003.
- Are donations to NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC?
- The 990 for the year ended December 31, 2024 names Mo Raihan.
- Who are the officers and directors of NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $187,126 (Matt Peterson, Executive Director).
- How much revenue does NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,671,337, expenses of $1,571,377 and total assets of $3,030,233 at year end.
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