2017-06-01T05:37:33-07:00 2016-12-31 MURRAY PETREY PLLC 120 S MAPLE ST WINCHESTER KY 403911928 990 2016-01-01 382400330 NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS INC NATI 8595149161 201 EAST MAIN ST LEXINGTON KY 40507 CINDY REHMEIER SECRETARY-TREASURER 8595149161 2017-06-01 true COLLEEN V MURRAY CPA 8597447722 2017-06-01 99.6.106.185 2017-06-01 05:37:20 PD P 708DA3D91A9F834B341391E87B6A95414B4717FD 795B4C94F8C6B0DF7460EB1D7C21BB2DCA880061 2016 2021-01-29 14:40:06Z STEVEN MONTAGNA 201 EAST MAIN ST 1405 LEXINGTON KY 40507 1530956 false X WWW.NAGDCA.ORG X 1981 KY NAGDCA IS A LEADING ASSOCIATION SERVING TO UNITE AND SUPPORT THOSE WITHIN THE DEFINED CONTRIBUTION RETIREMENT PLAN INDUSTRY. 7 7 0 40 0 383500 539250 819615 909655 44588 80162 2515 1889 1250218 1530956 0 0 0 0 0 1207151 1593591 1207151 1593591 43067 -62635 2180307 2183661 156250 144710 2024057 2038951 X NAGDCA'S MISSION IS TO UNITE REPRESENTATIVES FROM STATE AND LOCAL GOVERNMENTS ALONG false false 852965 GENERAL MEMBER BENEFITS AND SUPPORT, INCLUDING BUT NOT LIMITED TO ASSOCIATION WEBSITE, MEMBER DIRECTORIES, ONLINE MEMBER COMMUNITY, NETWORKING EVENTS, SUPPLEMENTAL MEMBER MEETINGS, ETC. 740163 PRODUCTION OF EVENTS REGARDING EDUCATIONAL TOPICS ABOUT DEFINED CONTRIBUTION INDUSTRY ISSUES. 463 QUARTERLY NEWSLETTERS AND ISSUE BROCHURES PROVIDING INFORMATION ON TOPICS RELATED TO PUBLIC SECTOR DEFINED CONTRIBUTION PLANS. 1593591 false true false false true false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 8 0 true 0 false false false false false false X 7 7 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 EAST MAIN ST STE 1405 LEXINGTON KY 40507 X STEVEN MONTAGNA PRESIDENT 1.00 X X 0 0 0 POLLY SCOTT PAST-PRESIDENT 1.00 X 0 0 0 KEITH OVERLY VICE PRESIDENT 1.00 X X 0 0 0 CINDY REHMEIER SECRETARY/TREASURER 1.00 X X 0 0 0 STEVE TOOLE MEMBER-AT-LARGE 1.00 X 0 0 0 SANDY BLAIR MEMBER-AT-LARGE 1.00 X 0 0 0 JIM LINK INDUSTRY OBSERVER 1.00 X 0 0 0 KAMILA KOWALKE INDUSTRY PRESIDENT 1.00 X 0 0 0 0 false false false AMR MANAGEMENT SERVICES 201 E MAIN ST 1405 LEXINGTON KY 40507 ASSOCIATION MGMT 454320 SUSAN J WHITE & ASSOCIATES 1020 N FAIRFAX ST 202 ALEXANDRIA VA 22314 PUBLIC POLICY 180000 2 539250 539250 CONFERENCES/MEETINGS 900099 612155 DUES 900099 297500 909655 80162 80162 MISCELLANEOUS 900099 1889 1889 1889 1530956 911544 80162 454320 243 3125 180000 1668 29754 740163 17950 4554 NRSW CAMPAIGN 42031 STRATEGIC PLANNING 40000 BENCHMARKING 19126 MARKET OUTREACH 11535 49122 1593591 82552 144947 173068 1299 2159 1951509 2008434 2180307 2183661 1810 156250 142900 156250 144710 X 2024057 2038951 2024057 2038951 2180307 2183661 -62635 77529 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 297500 139385 139385 124950 14435 X 1635173 77529 34588 112117 1523056 7900 7900 1530956 1606616 14556 14556 1592060 1531 1531 1593591 Pt X, Line 2 NAGCDA IS EXEMPT FROM BOTH FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AS SUCH, NAGDCA CAN ONLY BE TAXED ON THE INCOME FROM ACTIVITIES UNRELATED TO ITS CHARITABLE PURPOSE.THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31,2016. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. Pt X, Line 2 IN ACCORDANCE WITH FASB ASC, 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE MANAGEMENT OF NAGDCA HAS EVALUATED THE TAX POSITIONS TAKEN ON ALL INCOME TAX RETURNS THAT REMAIN OPEN TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES AND DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS ON THOSE RETURNS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS GENERALLY FOR THREE YEARS AFTER THE STATUTORY DUE DATE OF THE RETURNS. Pt XI, Line 2d SEE ATTACHED SCHEDULE SUPPORTING STATEMENT Pt XI, Line 4b SEE ATTACHED SCHEDULE SUPPORTING STATEMENT Pt XII, Line 2d SEE ATTACHED SCHEDULE SUPPORTING STATEMENT Pt XII, Line 4b SEE ATTACHED SCHEDULE SUPPORTING STATEMENT Pt VI, Line 3 OUTSOURCING OF MANAGEMENT FUNCTIONS: Pt VI, Line 3 NAGDCA OUTSOURCES MANAGEMENT AND OPERATION FUNCTIONS TOAMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. Pt VI, Line 6 ORGANIZATION WITH MEMBERS: Pt VI, Line 6 NAGDCA IS A NON-STOCK, NONPROFIT ASSOCIATION WITH DUES PAYING MEMBERS. Pt VI, Line 7a MEMBERS POWER TO ELECT OR APPOINT: Pt VI, 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. Pt VI, Line 7b GOVERNANCE DECISIONS RESERVED FOR MEMBERS: Pt VI, 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. Pt VI, Line 11b APPROVAL OF THE FORM 990: Pt VI, 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. Pt VI, Line 11b FOLLOWING THE OPEN TIME FRAME FOR GOVERNING BODY COMMENTS AND QUESTIONS,AND FOLLOWING RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, THE PAPER FILING VERSION OF THE FORM 990 AND ACCOMPANYINGSCHEDULES WILL BE PROVIDED BY THE ASSOCIATION DIRECTOR TO A DESIGNATED ASSOCIATION OFFICER (TREASURER, ETC.) FOR FINAL AUTHORIZING SIGNATURE. Pt VI, Line 11b THE SIGNED FORM 990 WILL BE RETURNED TO THE ASSOCIATION MANAGEMENT COMPANY FOR COPYING AND THEN MAILED TO THE IRS BY THE DUE DATE OF THE RETURN. Pt VI, Line 12c RECORDS AVAILABLE FOR PUBLIC INSPECTION: Pt VI, Line 12c ON AN ANNUAL BASIS, ALL INTERESTED PERSONS ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLETE AND SIGN AN ACKNOWLEDGEMENT AND DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. Pt VI, Line 19 POST TO THE ORGANIZATIONS WEB SITE AN ACKNOWLEDGEMENT OF THE ORGANIZATIONS COMPLIANCE WITH THE IRS CODE FOR PUBLIC INSPECTION REQUIREMENTS, WITH INSTRUCTIONS FOR CONTACTING THE ORGANIZATIONS HEADQUARTERS TO ARRANGE IN-PERSON INSPECTION AND/OR FURNISH COPIES UPON REQUEST, INCLUDING: FORM 1024, FORMS 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. Form 990, Part IX, Line 24e CREDIT CARD FEES 31172. Form 990, Part IX, Line 24e SOCIAL MEDIA 6800. Form 990, Part IX, Line 24e PUBLIC RELATIONS 3000. Form 990, Part IX, Line 24e TELEPHONE 1311. Form 990, Part IX, Line 24e MISCELLANEOUS 6839. NAGDCA-ARTHUR N CAPLE FOUNDATION 201 EAST MAIN ST STE 1405 LEXINGTON KY 40507 880516126 EDUCATING STUDENTS ABOUT THE RETIREMENT INDUSTRY KY 501(C)(3) Line 11B,II NA false false true false false false false false false false false false false false false false false false true false