Form 990 for tax year 2022
Filed by NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMIN INC.
Totals
- Total revenue
- $1,549,100
- Total expenses
- $1,445,008
- Contributions and grants received
- $541,000
- Grants paid
- $0
- Program service revenue
- $753,495
- Investment income
- $219,911
- Other revenue
- $34,694
- Total assets, end of year
- $2,402,249
- Total liabilities, end of year
- $156,994
- Net assets or fund balances, end of year
- $2,245,255
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$541,000
-
2a · Program service revenue: Conference/Meetings
total $402,955 · related or exempt $402,955
-
2b · Program service revenue: Membership Dues
total $225,540 · related or exempt $225,540
-
2c · Program service revenue: Rev Share from PRRL
total $125,000 · related or exempt $125,000
-
3 · Investment income
total $42,052 · excluded $42,052
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $845,000
-
7b · Less cost or other basis and sales expenses
securities $667,141
-
7c · Gain or loss
securities $177,859
-
7d · Net gain or loss
total $177,859 · related or exempt $177,859
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $34,694 · related or exempt $34,694
-
11e · Other revenue, total
$34,694
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $135,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $15,480
-
10 · Payroll taxes
total $11,568
-
11a · Fees: management
total $364,716
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $2,780
-
11d · Fees: lobbying
total $120,000
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $14,440
-
13 · Office expenses
total $287
-
14 · Information technology
total $5,416
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $56,413
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $571,796
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $11,605
-
24a · Other expenses: PRRL Expenses
total $93,328
-
24b · Other expenses: Credit Card Fees
total $20,427
-
24c · Other expenses: ANC Foundation Expenses
total $10,500
-
24d · Other expenses: NRSM Campaign
total $4,849
-
24e · All other expenses
total $6,403
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $241,577 · end of year $218,103
-
2 · Savings and temporary cash investments
beginning of year $41,423 · end of year $210,743
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $33,333
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $400,000 · end of year $402,295
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,489,777 · end of year $1,537,775
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
end of year $16,024
-
19 · Deferred revenue
end of year $140,970
-
27 · Net assets without donor restrictions
beginning of year $3,098,595 · end of year $2,154,751
-
28 · Net assets with donor restrictions
beginning of year $74,182 · end of year $90,504
Mission and programs · 2022
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.
Activities or mission (Part I)
NAGDCA IS A LEADING ASSOCIATION SERVING TO UNITE AND SUPPORT THOSE WITHIN THE DEFINED CONTRIBTUION RETIREMENT PLAN INDUSTRY.
-
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.
As filed on the 2022 return.
Listed in Part VII
-
Matt Peterson
Executive Director
- Total calculated
- $135,000
- From this org
- $135,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Sandy Blair
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Rob Boehmer
President
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Hiers
Secretary/Treas.
- Total calculated
- $0
- Hours/week
- 1
-
Darlene Malaney
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Mo Raihan
Member-at-Large
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda Butler Bell
Member-at-Large
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Wilson
Industry Pres.
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie Biddle
Industry Pres.
- Total calculated
- $0
- Hours/week
- 1
-
Christina Elliott
Member-at-Large
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342919349300914
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