2024-10-23T08:12:53-07:00 2023-12-31 832956170 r r CPAs PSC 1025 Dove Run Rd Ste 305 Lexington KY 40502 990 2023-01-01 382400330 National Assoc of Government Defined Contribution Administrators Inc NATI 8595149161 201 East Main St 810 Lexington KY 40507 Christina Elliott Secretary 2024-10-23 true true Thomas Cory Reitz P01407307 8593533100 2023 2024-10-15 13:58:12Z Kelly Hiers 201 East Main St 810 Lexington KY 40507 1643674 false X www.nagdca.org X 1981 KY NAGDCA IS A LEADING ASSOCIATION SERVING TO UNITE AND SUPPORT THOSE WITHIN THE DEFINED CONTRIBTUION RETIREMENT PLAN INDUSTRY. 8 8 1 50 0 541000 596000 753495 988560 219911 59101 34694 13 1549100 1643674 0 0 162048 173206 0 0 1282960 1448692 1445008 1621898 104092 21776 2402249 2626200 156994 115773 2245255 2510427 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. false false 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. false true false true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false false false false false false false true 5 0 true 1 true false false false false false false false false X 8 8 false true false false true true true true true false false true true true true true true false false false X AMR Management Services 8595149150 201 E Main St 810 Lexington KY 40507 X Matt Peterson Executive Director 40.00 0.00 158776 0 0 Sandy Blair Past President 1.00 0.00 X X 0 0 0 Rob Boehmer Past Pres (Term End 10/23) 1.00 0.00 X X 0 0 0 Kelly Hiers President 1.00 0.00 X X 0 0 0 Mo Raihan Vice President 1.00 0.00 X X 0 0 0 Rhonda Butler Bell Member-at-Large 1.00 0.00 X 0 0 0 Stephanie Biddle Ind Pres (Term End 10/23) 1.00 0.00 X 0 0 0 Christina Elliott Secretary/Tres 1.00 0.00 X X 0 0 0 Beth Conradson Cleary Member-at-Large 1.00 0.00 X 0 0 0 Jacob Peacock Ind Observer 1.00 0.00 X 0 0 0 Andee Gravitt Ind President 1.00 0.00 X 0 0 0 158776 1 false true false AMR Mgt Services 201 E Main St 1405 Lexington KY 40507 Mgt Services 397416 Groom Law Group 1701 Pennsylvania Ave NW Washington DC 20006 Lobbying 120000 M Squared Onstage Inc 1780 Corporate Dr Ste 440 Norcross GA 30093 AV Services 146500 3 596000 596000 Conference/Meetings 900099 664750 664750 Membership Dues 900099 273810 273810 Rev Share from PRRL 900099 50000 50000 988560 59101 59101 0 0 0 0 0 0 0 Miscellaneous Income 900099 13 13 13 1643674 988573 59101 0 0 0 0 158776 0 0 0 1985 12445 397415 0 4020 120000 0 0 0 19095 0 4980 0 0 27541 0 708722 0 0 0 10078 PRRL Expenses 64953 Credit Card Fees 32973 ANC Foundation Expenses 26400 Board Expenses 23268 9247 1621898 0 0 0 218103 203626 210743 375507 0 33333 0 0 0 0 0 402295 2455 0 1537775 2044612 0 0 0 0 2402249 2626200 16024 9063 140970 106710 156994 115773 X 2154751 2473143 90504 37284 2245255 2510427 2402249 2626200 21776 243396 X X true X false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false 273210 96670 5588 102258 109284 X Part X : FIN48 Footnote NAGDCA IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501 C6 OF THE INTERNAL REVENUE CODE AND IS NOT A PRIVATE FOUNDATION. IT IS, HOWEVER, SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, OF WHICH MANAGEMENT HAS DETERMINED THERE WAS NONE FOR THE YEAR ENDED DECEMBER 31, 2023. AS OF DECEMBER 31, 2023, NAGDCA HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS STILL OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS REMAIN SUBJECT TO REVIEW AND CHANGE. false false false Matt Peterson Executive Director 158776 158776 Form 990, Part VI, Section A, Line 3 NAGDCA OUTSOURCES MANAGEMENT AND OPERATION FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. Form 990, Part VI, Section A, Line 6 NAGDCA IS A NON-STOCK, NONPROFIT ASSOCIATION WITH DUES PAYING MEMBERS. Form 990, Part VI, Section A, Line 7a NAGDCA HOLDS AN ANNUAL ELECTION PROCESS WHEREBY MEMBERS OF THE ASSOCIATION CAN NOMINATE THEMSELVES FOR THE GOVERNING BODY. NOMINEES ARE VOTED ON AND ELECTED TO THE GOVERNING BODY BY THE MEMBERSHIP. Form 990, Part VI, Section A, Line 7b NAGDCA'S BYLAWS DEFINE DECISIONS WHICH REQUIRE APPROVAL BY THE MEMBERS. MEMBERS APPROVE THESE DECISIONS IN PERSON AT THE ANNUAL MEMBERSHIP MEETING OR THROUGH A MAIL OR ELECTRONIC VOTE. Form 990, Part VI, Section B, Line 11b AN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST 2 WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARER COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES WILL BE FIRST REVIEWED BY KEY MEMBERS OF THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. THEREAFTER, AN ELECTRONIC COPY OF FORM 990 AND ACCOMPANYING SCHEDULES WILL ALSO BE MADE AVAILABLE BY THE ASSOCIATION DIRECTOR TO EACH VOTING MEMBER OF THE GOVERNING BODY, WITH AN ELECTRONIC E-MAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING ASSOCIATION HEADQUARTERS WITH COMMENTS OR QUESTIONS, IF ANY. A 2-WEEK TIME FRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS. FOLLOWING THE OPEN TIME FRAME FOR GOVERNING BODY COMMENTS AND QUESTIONS, AND FOLLOWING RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE PRESIDENT OR TREASURER AND THE FORM 990 IS ELECTRONCIALLY FILED. Form 990, Part VI, Section B, Line 12c Board Members are asked to acknowledge receipt of the conflict of interest form and disclose any conflicts annually at the beginning of each board year. Form 990, Part VI, Section C, Line 19 All documents requiring public disclosure by the Internal Revenue Service are made available upon request for the same period of disclosure set forth in Section 6104D. Form 990, Part XII, Line 2c THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.