National Conference On Public Employee Retirement Systems
- Assets
- $5.8m
- Revenue
- $3.3m
- Investments
- $0.0
- Employees
- 11
- Location
- Washington, DC
- Founding
- 06/1969
- Data as of
- 12/2022
- EIN
- 31-0729205
Organization Overview
National Conference On Public Employee Retirement Systems, operating under the name contd Retirement Systems, is located in Washington, DC. The organization was established in 1969. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. As of 12/2022, contd Retirement Systems employed 11 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. contd Retirement Systems is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 12/2022, contd Retirement Systems generated $3.3m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $3.2m during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (0.8%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
NCPERS IS THE LARGEST NATIONAL, NONPROFIT TRADE ASSOCIATION WORKING TO PROTECT THE PENSIONS OF PUBLIC EMPLOYEES. WE FOCUS ON ADVOCACY, RESEARCH, AND EDUCATION FOR THE BENEFIT OF PUBLIC SECTOR PENSION TRUSTEES, ADMINISTRATORS, AND GOVERNMENT OFFICIALS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OTHER PROGRAM SERVICES INCLUDE CONFERENCES, SEMINARS, AND ACCREDITATION.
MEMBERSHIP SERVICES: NCPERS OFFERS A PLETHORA OF MEMBER BENEFITS AND FEATURES. FUND MEMBERSHIP IS RESERVED FOR FUNDS, UNIONS, AND ASSOCIATED ORGANIZATIONS REPRESENTING PUBLIC PENSIONS AND EMPLOYEES. CORPORATE MEMBERSHIP IS OPEN TO COMPANIES THAT PROVIDE PRODUCTS AND SERVICES TO NCPERS MEMBERS AND THE LARGER PUBLIC PENSION COMMUNITY. CORPERS MEMBERSHIP IS DESIGNED TO GIVE YOUR ORGANIZATION MORE VISIBILITY BY INCREASING YOUR INVOLVEMENT IN NCPERS AND FURTHERING OUR EDUCATION AND RESEARCH MISSIONS. (OPEN TO COMPANIES THAT PROVIDE PRODUCTS AND SERVICE TO NCPERS MEMBERS AND THE LARGER PUBLIC PENSION COMMUNITY).
FALL CONFERENCE AND CONVENTION PROVIDE INFORMATION AND EDUCATION TO MEMBERS. MORE THAN 1,000 TRUSTEES, ADMINISTRATORS, STATE AND LOCAL OFFICIALS, INVESTMENT, FINANCIAL AND UNION OFFICERS, PENSION STAFF AND REGULATORS ATTEND EACH YEAR. ATTENDEES BENEFIT FROM THE COMPREHENSIVE EDUCATIONAL PROGRAMMING, DYNAMIC SPEAKERS, AND NETWORKING OPPORTUNITIES WITH MONEY MANAGERS, INVESTMENT SERVICE PROVIDERS AND PUBLIC FUND COLLEAGUES FROM ACROSS THE NATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Hank Kim Executive Director | OfficerTrustee | 30 | $403,188 |
Cassandra Smoot Sr Dir Of Operations | Officer | 40 | $159,276 |
Kathy Harrell President | OfficerTrustee | 1 | $75,000 |
Daniel A Fortuna Past President | OfficerTrustee | 1 | $24,500 |
William Pryor Treasurer | OfficerTrustee | 8 | $17,500 |
Carol G Stukes-Baylor Secretary | OfficerTrustee | 1 | $13,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $118,052 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $118,052 |
| Total Program Service Revenue | $2,509,138 |
| Investment income | $106,516 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $517,521 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,298,598 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $713,464 |
| Compensation of current officers, directors, key employees. | $31,664 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $68,741 |
| Pension plan accruals and contributions | $192,133 |
| Other employee benefits | $156,109 |
| Payroll taxes | $53,350 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $3,317 |
| Fees for services: Accounting | $43,838 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $218,100 |
| Advertising and promotion | $63,853 |
| Office expenses | $95,164 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $181,313 |
| Travel | $110,988 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,038,092 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,317 |
| Insurance | $6,202 |
| All other expenses | $0 |
| Total functional expenses | $3,188,841 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $153,658 |
| Savings and temporary cash investments | $301,881 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $109,873 |
| Net Land, buildings, and equipment | $50,879 |
| Investments—publicly traded securities | $3,813,822 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,410,875 |
| Total assets | $5,840,988 |
| Accounts payable and accrued expenses | $490,214 |
| Grants payable | $0 |
| Deferred revenue | $730,591 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $1,575,646 |
| Total liabilities | $2,796,451 |
| Net assets without donor restrictions | $3,044,537 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,840,988 |