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Nonprofit · EIN 56-0989727

NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC

Tax-exempt · RALEIGH, NC 27612

Financials

$2.2M$2M2022$3.6M$2.6M2023$2.2M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,244,224$2,583,263-$339,039$4,466,799$1,551,192$2,915,607
June 30, 2024990$3,627,978$2,566,680$1,061,298$3,437,986$299,053$3,138,933
June 30, 2023990$2,155,437$2,034,920$120,517$2,991,459$944,720$2,046,739
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,150,840
Investment income
$93,384
Net gain from sales of assets
-$4,031
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$180,647
Other salaries and wages
$423,768
Salaries, compensation and benefits (total)
$759,889
Professional fundraising fees
$0
Legal fees
$322,238
Accounting fees
$15,260
Occupancy
$98,701
Travel
$25,904
Depreciation
$36,288
Program services (functional)
$2,056,199
Management and general (functional)
$527,064

Balance sheet and other

Total assets, start of year
$3,437,986
Total assets, end of year
$4,466,799
Total liabilities, end of year
$1,551,192
Net assets, end of year
$2,915,607
Land, buildings and equipment
$189,176
Publicly traded securities
$3,004,171
Net assets without donor restrictions
$2,915,607
Gross receipts
$2,248,255
Employees
11
Volunteers
22
Year formed
1971
State of legal domicile
NC

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
TIMOTHY O'CONNELLEXECUTIVE DIRECTOR
Officer
40$155,414$25,233
MARY ANN HINSHAWPRESIDENT
Trustee or director, Officer
5$0$0
MICHAEL TAYLORPAST PRESIDENT
Trustee or director, Officer
2$0$0
ROBERT SHEPHERDSECRETARY/TREASURER
Trustee or director, Officer
4$0$0
NANCY LEONARDVICE PRESIDENT
Trustee or director, Officer
2$0$0
CINDY AVRETTEDIRECTOR
Trustee or director
1$0$0
JIM BARBERDIRECTOR
Trustee or director
2$0$0
TRAVIS BURKEDIRECTOR
Trustee or director
1$0$0
DORIS CARVERDIRECTOR
Trustee or director
1$0$0
JIM CAUSBYDIRECTOR
Trustee or director
2$0$0
DEE FREEMANDIRECTOR
Trustee or director
1$0$0
MONTRENA HADLEYDIRECTOR
Trustee or director
1$0$0
MARY KAY JAMESDIRECTOR
Trustee or director
1$0$0
J THOMAS LUNDYDIRECTOR
Trustee or director
1$0$0
LIBBY MCATEERDIRECTOR
Trustee or director
1$0$0
8 more people on this return
NameTitleHours / weekCompensation
SUZANNE MERRILLDIRECTOR
Trustee or director
2$0
JERRY MONETTEDIRECTOR
Trustee or director
1$0
MONA MOONDIRECTOR
Trustee or director
1$0
DELORES PARKERDIRECTOR
Trustee or director
1$0
JERRY PINKARDDIRECTOR
Trustee or director
2$0
LINDA SCUILETTIDIRECTOR
Trustee or director
1$0
RICHARD SELFDIRECTOR
Trustee or director
1$0
TOM SIMMONSDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 22 people
NameTitleHours / weekCompensationOther / benefits
TIMOTHY O'CONNELLEXECUTIVE DIRECTOR
Officer
40$155,541$23,975
MICHAEL TAYLORPRESIDENT
Trustee or director, Officer
5$0$0
V VANN LANGSTONPAST PRESIDENT
Trustee or director, Officer
5$0$0
ROBERT SHEPHERDSECRETARY/TREASURER
Trustee or director, Officer
5$0$0
BEN NEALDIRECTOR
Trustee or director
2$0$0
BOBBY BURLESONDIRECTOR
Trustee or director
2$0$0
DEE FREEMANDIRECTOR
Trustee or director
2$0$0
DORIS CARVERDIRECTOR
Trustee or director
2$0$0
ELIZABETH SNUGGS MCATEERDIRECTOR
Trustee or director
1$0$0
FRANK LEWISDIRECTOR
Trustee or director
1$0$0
FREDDIE MCNEILDIRECTOR
Trustee or director
0$0$0
GROVA BRIDGERSDIRECTOR
Trustee or director
1$0$0
J THOMAS LUNDYDIRECTOR
Trustee or director
1$0$0
JERRY MONNETTEDIRECTOR
Trustee or director
1$0$0
JERRY PINKARDDIRECTOR
Trustee or director
2.5$0$0
MARY ANN HINSHAWDIRECTOR
Trustee or director
2$0$0
MARY KAY JAMESDIRECTOR
Trustee or director
1$0$0
MELISSA BARTLETTDIRECTOR
Trustee or director
2$0$0
NANCY LEONARDDIRECTOR
Trustee or director
2$0$0
SUZANNE MERRILLDIRECTOR
Trustee or director
2$0$0
THOMAS SIMMONSDIRECTOR
Trustee or director
1$0$0
DELORES PARKERDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 22 people
NameTitleHours / weekCompensationOther / benefits
TIMOTHY O'CONNELLEXECUTIVE DIRECTOR
Officer
40$77,002$16,475
MICHAEL TAYLORPRESIDENT
Trustee or director, Officer
5$0$0
KARL E SANDERSVICE PRESIDENT
Trustee or director, Officer
5$0$0
V VANN LANGSTONPAST PRESIDENT
Trustee or director, Officer
5$0$0
ROBERT SHEPHERDSECRETARY/TREASURER
Trustee or director, Officer
5$0$0
BEN NEALDIRECTOR
Trustee or director
2$0$0
BOBBY BURLESONDIRECTOR
Trustee or director
2$0$0
DEE FREEMANDIRECTOR
Trustee or director
2$0$0
DORIS CARVERDIRECTOR
Trustee or director
2$0$0
ELIZABETH SNUGGS MCATEERDIRECTOR
Trustee or director
2$0$0
FRANK LEWISDIRECTOR
Trustee or director
2$0$0
FREDDIE MCNEILDIRECTOR
Trustee or director
2$0$0
GROVA BRIDGERSDIRECTOR
Trustee or director
1$0$0
J THOMAS LUNDYDIRECTOR
Trustee or director
2$0$0
JERRY MONNETTEDIRECTOR
Trustee or director
2$0$0
JERRY PINKARDDIRECTOR
Trustee or director
2$0$0
MARY ANN HINSHAWDIRECTOR
Trustee or director
2$0$0
MARY KAY JAMESDIRECTOR
Trustee or director
2$0$0
MELISSA BARTLETTDIRECTOR
Trustee or director
2$0$0
NANCY LEONARDDIRECTOR
Trustee or director
2$0$0
SUZANNE MERRILLDIRECTOR
Trustee or director
2$0$0
THOMAS SIMMONSDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
3737 GLENWOOD AVE STE 150, RALEIGH, NC 27612-3999
Principal officer (990 for 2024)
TIMOTHY O'CONNELL, 528 WADE AVENUE, RALEIGH, NC 27605
Signed the 990
TIMOTHY O'CONNELL, EXECUTIVE DIRECTOR
Phone
(919) 834-4652
Website
NCRGEA.COM
Return prepared by
DEAN DORTON ALLEN FORD PLLC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $186,418 · revenue $75,000
  • 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.
    Expenses $604,410
  • 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.
    Expenses $162,868
  • 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.
    Expenses $343,432
  • OTHER PROGRAM ACTIVITIES
    Expenses $759,071

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-0989727
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
1972
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,466,799
Income (IRS master file)
$2,248,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,244,224$2,583,263$4,466,799XML
990June 2024$3,627,978$2,566,680$3,437,986XML
990June 2023$2,155,437$2,034,920$2,991,459XML
990June 2022$2,108,441$1,842,370$2,841,835IRS
990June 2021–––IRS
990June 2019–––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 56-0989727).

Questions about NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC

What is the EIN of NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC?
The employer identification number (EIN) of NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC is 56-0989727.
Is NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1972.
Are donations to NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION 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 NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC?
The 990 for the year ended June 30, 2025 names TIMOTHY O'CONNELL.
Who are the officers and directors of NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC?
The 990 for the year ended June 30, 2025 lists 23 people; 1 received compensation from the organization, the highest $155,414 (TIMOTHY O'CONNELL, EXECUTIVE DIRECTOR).
How much revenue does NORTH CAROLINA RETIRED GOVERNMENTAL EMPLOYEES ASSOCIATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,244,224, expenses of $2,583,263 and total assets of $4,466,799 at year end.

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