2015-08-06T10:25:36-05:00 2014-09-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-10-01 310729205 NATIONAL CONFERENCE ON PUBLIC EMPLOYEE RETIREMENT SYSTEMS NATI 2026241456 444 NORTH CAPITAL STREET NW NO 630 WASHINGTON DC 20001 MELVYN AARONSON PRESIDENT 2026241456 2015-08-06 1 SUBRINA WOOD P00365899 2023319880 2013 2016-04-25 22:37:26Z MELVYN AARONSON 444 NORTH CAPITAL STREET NW NO 630 WASHINGTON DC 20001 3433603 0 X WWW.NCPERS.ORG X 1941 DC SAFEGUARD THE RIGHTS AND BENEFITS OF EMPLOYEES WHO PARTICIPATE IN PUBLIC RETIREMENT SYSTEMS. 22 16 12 16 0 0 0 0 1832322 2223802 94412 72649 921600 1137152 2848334 3433603 36285 0 0 0 997241 968175 0 0 0 2209390 2151385 3242916 3119560 -394582 314043 2309058 2623101 0 0 2309058 2623101 NCPERS IS THE LARGEST NATIONAL, NONPROFIT TRADE ASSOCIATON 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. 0 0 801928 678389 ANNUAL 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. 672233 1699716 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 INVLOVEMENT IN CNPES AND FURTHERING OUR EDUCATION AND RESEARCH MISSIONS. (OPEN TO COMPANIES THAT PROVIDE PRODUCTS AND SERVICE TO NCPERS MEMBERS AND THE LARGER PUBLIC PENSION COMMUNITY). 290211 203067 PUBLIC SAFETY CONFERENCE: THE PUBLIC SAFETY EMPLOYEES PENSION & BENEFITS CONFERENCE (PSEP&BC) IS DEDICATED TO PROVIDING QUALITY EDUCATION THAT IS SPECIFICALLY TAILORED FOR THE UNIQUE NEEDS AND DEMANDS OF PUBLIC SAFETY PENSIONS. SINCE 1985, THE CONFERENCE HAS EDUCATED HUNDREDS OF PUBLIC SAFETY PENSION TRUSTEES, ADMINISTRATORS AND STAFF; UNION OFFICIALS; AND LOCAL ELECTED OFFICIALS BY FEATURING PRESENTATIONS FROM RECOGNIZED LEADERS IN BOTH THE WORLDS OF FINANCE AND POLITICS, PROVIDING NEWS ON THE LATEST DEVELOPMENTS, AND OFFERING ATTENDEES THE OPPORTUNITY TO NETWORK WITH FELLOW TRUSTEES. 799967 148762 799967 148762 2564339 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 8 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 22 16 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X HANK KIM 2026241456 444 NORTH CAPITOL ST NW 630 WASHINGTON DC 20001 HANK KIM EXECUTIVE DIRECTOR 30.00 10.00 X X 316448 0 35935 MELVYN AARONSON PRESIDENT 8.00 2.00 X X 0 0 0 RICHARD WACHSMAN TREASURER 8.00 2.00 X X 20734 0 0 TINA FAZENDINE SECRETARY 8.00 2.00 X X 15550 0 0 DANIEL A FORTUNA 1ST VICE PRESIDENT 1.00 2.00 X X 10367 0 0 KATHY HARRELL 2ND VICE PRESIDENT 1.00 2.00 X X 10367 0 0 AARON HANSON EXECUTIVE BOARD 1.00 X 0 0 0 KELLY L FOX EXECUTIVE BOARD 1.00 X 0 0 0 BILL LUNDY EXECUTIVE BOARD 1.00 X 0 0 0 STACY BIRDWELL EXECUTIVE BOARD 1.00 X 0 0 0 DAN GIVENS EXECUTIVE BOARD 1.00 X 0 0 0 JOHN NIECMIEC EXECUTIVE BOARD 1.00 X 0 0 0 RICHARD WACHSMAN EXECUTIVE BOARD 1.00 X 0 0 0 KENNETH A HAUSER EXECUTIVE BOARD 1.00 X 0 0 0 CAROL G STUKES-BAYLOR EXECUTIVE BOARD 1.00 X 0 0 0 ROBERT MCCARTHY EXECUTIVE BOARD 1.00 X 0 0 0 PETER CAROZZA JR EXECUTIVE BOARD 1.00 X 0 0 0 WILL PRYOR EXECUTIVE BOARD 1.00 X 0 0 0 DALE CHASE EXECUTIVE BOARD 1.00 X 0 0 0 MONA ROMAIN EXECUTIVE BOARD 1.00 X 0 0 0 RICHARD L TETTAMANT EXECUTIVE BOARD 1.00 X 0 0 0 RICK MILLER EXECUTIVE BOARD 1.00 X 0 0 0 PATRICK MCELLIGOTT IMMEDIATE PAST PRESIDENT 1.00 2.00 X 24000 0 0 CASSANDRA SMOOT SR. DIR. OF OPERATIONS 40.00 X 114144 0 14068 511610 0 50003 2 0 1 0 CONVENTION SERVICES UNLIMITED 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 EVENT PLANNER 280945 NATIONAL PUBLIC PENSION COALITION 1900 L STREET SUITE 900 WASHINGTON DC 20036 MEDIA AND TRAINING 135000 K&L GATES LLP 1601 K STREET NW WASHINGTON DC 20006 LAW FIRM 100090 3 MEMBERSHIP DUES 900099 1193584 1193584 ANNUAL CONFERENCE 900099 678389 678389 PUBLIC SAFETY CONF. 900099 203067 203067 LEGISLATIVE CONFERENCE 900099 69050 69050 TRUSTEE EDUCATION SEMI 900099 44100 44100 35612 35612 2223802 66622 66622 631020 631020 6027 0 6027 6027 6027 REFUNDS/REIMBURSEMENT 900099 500000 500000 OTHER INCOME 900099 6132 6132 506132 3433603 2735961 0 697642 480510 361470 119040 326011 252547 73464 48922 37392 11530 65999 50586 15413 46733 35603 11130 40058 40058 53780 37525 16255 35277 35277 153915 153915 102060 68451 33609 19328 19328 110832 105290 5542 228292 36960 191332 5218 4957 261 14221 13510 711 ANNUAL CONFERENCE 618120 618120 RESEARCH/OTHER PROJECTS 191685 191685 TRUSTEE TRAINING 148750 148750 ANNUAL LEGISLATIVE CONF 122942 122942 306907 305308 1599 3119560 2564339 555221 0 7753 200175 157407 148822 13803 8585 2046432 2169128 226444 226444 14626 18769 2309058 2623101 0 0 X 2309058 2623101 2309058 2623101 2309058 2623101 314043 0 X X 0 1 X 1 0 1 0 0 9924 9452 472 147483 139370 8113 8585 INSURANCE CONTRACT 226444 C 226444 X PART X, LINE 2: NCPERS FOLLOWS AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. NCPERS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED SEPTEMBER 30, 2014, AND DETERMINED THAT THERE WERE NO TAXES DUE OR OTHER MATTERS THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2014, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH NCPERS FILES RETURNS. 1 X X X X 0 0 0 0 0 0 0 0 0 HANK KIM EXECUTIVE DIRECTOR 316448 0 0 0 0 0 35935 0 0 0 352383 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE NATIONAL COMMITTEE MEMBER IS EMPLOYED BY A PLAN FOR WHICH AN OFFICER OF NCPERS SERVES AS A TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7A OUR MEMBERSHIP ELECTS OUR NATIONAL COMMITTEE. THE NATIONAL COMMITEE ELECTS THE 15 MEMBER EXECUTIVE BOARD. THE EXECUTIVE BOARD ELECTS THE MEMBER OFFICERS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE FORM IS APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES AN ANNUAL WRITTEN RESPONSE TO THE CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. THIS IS UNCHANGED SINCE LAST YEAR. FORM 990, PART XII, LINE 2C: THE EXECUTIVE BOARD IS RESPONSIBLE FOR THE SELECTION OF THE AUDITOR AND OVERSIGHT OF THE AUDIT. NCPERS IRREVOCABLE TRUST 444 NORTH CAPITOL ST NW STE 630 WASHINGTON DC 20001 016186835 TO IMPROVE ADMINISTRATION OF U.S. PUBLIC EMPLOYEE RETIREMENT DC 501(C)(3) LINE 11A, I 0 NCPERS CHARITABLE FOUNDATION 444 NORTH CAPITOL ST NW STE 630 WASHINGTON DC 20001 266202345 MONETARY GRANTS TO FURTHER THE WORK OF STATE AND LOCAL EMPLOYEES DC 501(C)(3) LINE 11B, II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NCPERS IRREVOCABLE TRUST Q 500000