ACT FOR ALEXANDRIA

EIN: 264322369 501(c)(3) Community Improvement

ALEXANDRIA, VA

Total Revenue
$6,211,354
Total Expenses
$6,782,102
Total Assets
$22,024,353
Net Assets
$21,816,138
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2009
Legal Domicile
VA
Principal Officer
HEATHER PEELER
Phone
7037397778
Tax Period
2023-01-01 to 2023-12-31

ACT FOR ALEXANDRIA, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $6.2M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $21.8M represent 42 months of operating reserves.

Mission

AMPLIFY THE WORK OF OUR COMMUNITY BY BRINGING PEOPLE AND RESOURCES TOGETHER.

Program Service Accomplishments

Program 1
Expenses: $2,616,815

COMMUNITY INVESTMENT GRANTS:GRANTS ARE AWARDED PRIMARILY THROUGH DONOR ADVISED FUNDS. THESE UNRESTRICTED GRANTS ARE MADE TO NONPROFITS BASED ON RECOMMENDATIONS FROM FUND HOLDERS. APPROXIMATELY HALF...

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COMMUNITY INVESTMENT GRANTS:GRANTS ARE AWARDED PRIMARILY THROUGH DONOR ADVISED FUNDS. THESE UNRESTRICTED GRANTS ARE MADE TO NONPROFITS BASED ON RECOMMENDATIONS FROM FUND HOLDERS. APPROXIMATELY HALF OF THOSE GRANTS WENT TO SUPPORT CHARITABLE ORGANIZATIONS IN ALEXANDRIA, VA. IN ADDITION, ACT PROVIDES CAPACITY BUILDING GRANTS THAT STRENGTHEN AND SUPPORT NONPROFITS THAT SERVE PEOPLE WHO LIVE IN ALEXANDRIA.

Program 2
Expenses: $2,022,914

MANAGED FUNDS:WITH THE SUPPORT FROM INDIVIDUALS, DONORS, LOCAL BUSINESSES, FOUNDATIONS, AND THE CITY OF ALEXANDRIA, ACT CONTINUES ITS INVESTMENT IN THE COMMUNITY THROUGH THE ALEXANDRIA RESILIENCE...

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MANAGED FUNDS:WITH THE SUPPORT FROM INDIVIDUALS, DONORS, LOCAL BUSINESSES, FOUNDATIONS, AND THE CITY OF ALEXANDRIA, ACT CONTINUES ITS INVESTMENT IN THE COMMUNITY THROUGH THE ALEXANDRIA RESILIENCE FUND, THE CHILDCARE WORKFORCE STABILIZATION AND COMMUNITY ACCESS & EMERGENCY SUPPORT PROGRAMS.

Program 3
Expenses: $1,034,741

CORE PROGRAMS:ACT'S CORE PROGRAM ACTIVITIES SUPPORT NONPROFITS TO ENSURE THAT ALEXANDRIA'S NONPROFITS ARE STRONG AND EFFECTIVE; AMPLIFY COMMUNITY VOICE AND OPTIMIZE SYSTEMS FOR THOSE WHO HAVE BEEN...

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CORE PROGRAMS:ACT'S CORE PROGRAM ACTIVITIES SUPPORT NONPROFITS TO ENSURE THAT ALEXANDRIA'S NONPROFITS ARE STRONG AND EFFECTIVE; AMPLIFY COMMUNITY VOICE AND OPTIMIZE SYSTEMS FOR THOSE WHO HAVE BEEN HISTORICALLY EXCLUDED, AND SUPPORT ECONOMIC MOBILITY FOR LOW-INCOME ALEXANDRIANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,192,513
Program Service Revenue $0
Investment Income $950,645
Other Revenue $68,196
TOTAL REVENUE $6,211,354

Expense Breakdown

Grants Paid $4,487,047
Salaries & Benefits $958,306
Fundraising Expenses $589,888
Program Expenses $5,674,470
Other Expenses $1,336,749
TOTAL EXPENSES $6,782,102

Year-over-Year Comparison

2023 2022 Change
Revenue $6,211,354 $6,601,837 -0.1%
Expenses $6,782,102 $8,207,705 -0.2%
Net Income $-570,748 $-1,605,868 -0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
28
Independent Members
28
Employees
9
Volunteers
28

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$259,480
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAUREEN DEVINE-AHL BOARD CHAIR 5.00
Officer Director
$0 $0 $0
JOHN ARMSTRONG BOARD SECRETARY 5.00
Officer Director
$0 $0 $0
KAREN AVERY BOARD VICE CHAIR 5.00
Officer Director
$0 $0 $0
MARK JINKS BOARD TREASURER 5.00
Officer Director
$0 $0 $0
VIRGINIA BENNETT BOARD MEMBER 5.00
Director
$0 $0 $0
DAVID BAKER BOARD MEMBER 5.00
Director
$0 $0 $0
JULIA BURGOS BOARD MEMBER 5.00
Director
$0 $0 $0
SCOTT DARLING BOARD MEMBER 5.00
Director
$0 $0 $0
JENNIFER FERRARA BOARD MEMBER 5.00
Director
$0 $0 $0
LAURIE FLYNN BOARD MEMBER 5.00
Director
$0 $0 $0
CHRISTIAN FOSTER BOARD MEMBER 5.00
Director
$0 $0 $0
LISA GUERNSEY BOARD MEMBER 5.00
Director
$0 $0 $0
CHARLES CHUCK HOLT BOARD MEMBER 5.00
Director
$0 $0 $0
BRYAN JACKSON BOARD MEMBER 5.00
Director
$0 $0 $0
BASIM KHAN BOARD MEMBER 5.00
Director
$0 $0 $0
JOE LAMOUNTAIN BOARD MEMBER 5.00
Director
$0 $0 $0
STEPHANIE LANDRUM BOARD MEMBER 5.00
Director
$0 $0 $0
BRIAN LUNDEEN BOARD MEMBER 5.00
Director
$0 $0 $0
PETER MADIGAN BOARD MEMBER 5.00
Director
$0 $0 $0
LISA MARTIN BOARD MEMBER 5.00
Director
$0 $0 $0
PETER MCELWAIN BOARD MEMBER 5.00
Director
$0 $0 $0
ERIK MUENDEL BOARD MEMBER 5.00
Director
$0 $0 $0
PHYLLIS PATTERSON BOARD MEMBER 5.00
Director
$0 $0 $0
SUKUMAR RAO BOARD MEMBER 5.00
Director
$0 $0 $0
BETSEY ROSENBAUM BOARD MEMBER 5.00
Director
$0 $0 $0
AMY RUTHERFORD BOARD MEMBER 5.00
Director
$0 $0 $0
ROBERT WHITTLE BOARD MEMBER 5.00
Director
$0 $0 $0
ROSE DAWSON BOARD MEMBER 5.00
Director
$0 $0 $0
HEATHER PEELER PRESIDENT & CEO 40.00
Officer
$230,751 $28,729 $259,480
TRICIA RITCHIE CHIEF DEVELOPMENT OFFICER 40.00
Highest
$140,220 $7,577 $147,797
BRANDI YEE CHIEF PROGRAM OFFICER 40.00
Highest
$135,720 $16,811 $152,531
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $6,211,354 $6,782,102 $22,024,353 $-570,748
2022 $6,601,837 $8,207,705 $22,323,965 $-1,605,868
2021 $7,617,741 $3,842,094 $25,524,079 $3,775,647
2020 $11,118,241 $10,313,703 $20,863,556 $804,538
2019 $3,671,500 $3,230,938 $18,584,379 $440,562
2018 $3,881,096 $2,536,892 $16,388,873 $1,344,204
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