ACTION INSTITUTE NC

EIN: 561088116 501(c)(3)

CHARLOTTE, NC

Total Revenue
$1,169,592
Total Expenses
$1,183,121
Total Assets
$208,966
Net Assets
$94,029
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
NC
Principal Officer
ALEXANDER MCCOY
Phone
7046254050
Tax Period
2023-01-01 to 2023-12-31

ACTION INSTITUTE NC, founded in 1975, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

ACTION INSTITUTE NC IS A COMMUNITY ORGANIZATION AND CITIZENS ACTION GROUP THAT ORGANIZES RESIDENTS OF LOW-WEALTH COMMUNITIES AND CONSTITUENCIES MOST OF WHOM ARE PEOPLE OF COLOR- TO REPRESENT THEIR OWN INTERESTS ON ISSUES OF SOCIAL AND ECONOMIC CONCERN. THROUGH GRASSROOTS OUTREACH AND BASE-BUILDING, TRAINING AND LEADERSHIP DEVELOPMENT, AND STRATEGIC CAMPAIGN PLANNING AND EXECUTION, RESIDENTS WORK TOGETHER TO DETERMINE THEIR PRIORITIES AND MAKE ACTION PLANS TO WIN CONCRETE IMPROVEMENTS AND POLICY REFORMS. OUR ISSUES INCLUDE BUT ARE NOT LIMITED TO HEALTHCARE ACCESS, AFFORDABLE HOUSING AND TENANT RIGHTS, CRIMINAL JUSTICE REFORM AND POLICE ACCOUNTABILITY, LIVING WAGES AND MORE FAMILY-FRIENDLY WORKPLACE POLICIES, IMMIGRANT RIGHTS, PUBLIC EDUCATION EQUITY, AND VOTING RIGHTS.

Program Service Accomplishments

Program 1
Expenses: $43,754

VOTING RIGHTS AND ENGAGEMENT:ACTION INSTITUTE NC WORKS ON ITS OWN AND WITH ALLIES ON VOTING RIGHTS, REDISTRICTING, AND ELECTORAL REFORMS. WE CONTINUED TO WORK WITH A COALITION THAT MONITORS...

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VOTING RIGHTS AND ENGAGEMENT:ACTION INSTITUTE NC WORKS ON ITS OWN AND WITH ALLIES ON VOTING RIGHTS, REDISTRICTING, AND ELECTORAL REFORMS. WE CONTINUED TO WORK WITH A COALITION THAT MONITORS LEGISLATIVE DEVELOPMENTS ON VOTING RIGHTS AND REDISTRICTING. THIS SAME COALITION CONTINUES TO PUSH FOR AN INDEPENDENT REDISTRICTING COMMISSION, BUT WE WERE AT THE SAME TIME EDUCATING VOTERS ABOUT THE EXISTING REDISTRICTING PROCESS AND THE LIKELIHOOD THAT PARTISANSHIP WOULD AGAIN INFECT THE MAPS PRODUCED BY OUR GENERAL ASSEMBLY. WE ALSO ARE WORKING WITH OTHER GROUPS TO REMOVE THE PROHIBITION OF VOTING FOR PERSONS WHO ARE CURRENTLY BARRED BECAUSE THEY REMAIN ON PROBATION OR PAROLE.

Program 2
Expenses: $182,452

SOCIAL SAFETY NET:HEALTHCARE ACCESS REMAINS A MAJOR FOCUS OF OUR GRASSROOTS ORGANIZING WORK, WITH OUR PRIORITY ISSUES BEING MEDICAID EXPANSION, LOWERING PRESCRIPTION DRUG COSTS, AND EXPANDING THE...

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SOCIAL SAFETY NET:HEALTHCARE ACCESS REMAINS A MAJOR FOCUS OF OUR GRASSROOTS ORGANIZING WORK, WITH OUR PRIORITY ISSUES BEING MEDICAID EXPANSION, LOWERING PRESCRIPTION DRUG COSTS, AND EXPANDING THE REACH OF THE AFFORDABLE CARE ACT. WE ARE ACTIVE WITH COALITION PARTNERS IN STATEWIDE WORK ON MEDICAID EXPANSION, AND WITH NATIONAL PARTNERS ON LOWERING DRUG COSTS AND IN MAKING THE TEMPORARY HEALTHCARE PROVISIONS OF THE AMERICAN RESCUE PLAN MORE PERMANENT BY INCLUDING THEM IN A RECONCILIATION BILL IN CONGRESS. WE ALSO CONTINUE TO LEAD ON BLACK MATERNAL HEALTH LEGISLATION HERE IN NORTH CAROLINA, AND TO PROMOTE REPRODUCTIVE JUSTICE AT THE STATE AND FEDERAL LEVEL. WE HAVE ALSO RUN A 15-PERSON COVID EDUCATION CANVASS CREW IN MECKLENBURG COUNTY WHICH STARTED LAST MAY 2021, AND AN EASTERN NORTH CAROLINA COVID EDUCATION PROJECT WITH THREE COALITION PARTNERS THAT COVER MUCH OF THE NORTHEASTERN AND SOUTHEASTERN PORTIONS OF THE STATE. WE HAVE ENCOURAGED VACCINATION PARTICIPATION, AND ORGANIZED A NUMBER OF EVENTS WHERE VACCINES AND OTHER MUTUAL AID LIKE FOOD DISTRIBUTION IS AVAILABLE.

Program 3
Expenses: $243,806

CIVIL RIGHTS:OUR CIVIL RIGHTS ORGANIZING WORK FALLS INTO SEVERAL BROAD CATEGORIES- CRIMINAL JUSTICE REFORM AND POLICE ACCOUNTABILITY, IMMIGRANT RIGHTS, AND RACIAL AND GENDER EQUITY. ON CRIMINAL...

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CIVIL RIGHTS:OUR CIVIL RIGHTS ORGANIZING WORK FALLS INTO SEVERAL BROAD CATEGORIES- CRIMINAL JUSTICE REFORM AND POLICE ACCOUNTABILITY, IMMIGRANT RIGHTS, AND RACIAL AND GENDER EQUITY. ON CRIMINAL JUSTICE ISSUES, WE WORKED WITH COMMUNITY PARTNERS AND CITY LEADERS ON FUNDING AND IMPLEMENTING VIOLENCE INTERRUPTION AND CRISIS INTERVENTION PROGRAMS THAT WE HAD PROPOSED FOR INCLUSION IN THE CHARLOTTE AND MECKLENBURG COUNTY BUDGETS. OUR IMMIGRANT RIGHTS ORGANIZING INCLUDED SUPPORT FOR A DEPORTATION DEFENSE PROJECT WE LAUNCHED EARLY IN 2020 TO BOOST LEGAL REPRESENTATION IN THE LOCAL IMMIGRATION COURT, ALONG WITH ACTIONS WE ORGANIZED FOR PASSAGE OF THE DREAM ACT, AND A PATH TO CITIZENSHIP FOR DACA RECIPIENTS AND ESSENTIAL WORKERS. OUR RACIAL AND GENDER EQUITY INITIATIVE ORGANIZED MONTHLY MEETINGS WITH WOMEN ACROSS THE STATE ON HEALTHCARE ACCESS AND BLACK MATERNAL HEALTH ISSUES, CRIMINAL JUSTICE REFORM, COVID PREVENTION AND ADDRESSING INEQUITIES IN OUR STATE'S RESPONSE TO THE CRISIS. WE BUILT NEW RAGE COHORTS IN SEVERAL EASTERN NORTH CAROLINA COUNTIES AS PART OF OUR DRIVE TO EXPAND ORGANIZING CAPACITY AND ADVOCACY IN UNDERSERVED, HIGH-POVERTY RURAL AREAS.

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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 $1,169,592
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,169,592

Expense Breakdown

Grants Paid $14,893
Salaries & Benefits $832,864
Fundraising Expenses $10,996
Program Expenses $778,152
Other Expenses $335,364
TOTAL EXPENSES $1,183,121

Year-over-Year Comparison

2023 2022 Change
Revenue $1,169,592 $1,295,561 -0.1%
Expenses $1,183,121 $1,518,861 -0.2%
Net Income $-13,529 $-223,300 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
4
Employees
43
Volunteers
200

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
1
$60,720
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELVIN WHITLEY CHAIR 5.00
Director
$0 $0 $0
CAROLYN ROGERS VICE CHAIR 2.00
Director
$0 $0 $0
PAT EVANS CARPENTER TREASURER 2.00
Director
$0 $0 $0
BETTY WASHINGTON SECRETARY 2.00
Director
$0 $0 $0
ALEXANDER MCCOY EXECUTIVE DIRECTOR 45.00
Officer
$60,720 $0 $60,720
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 $1,169,592 $1,183,121 $208,966 $-13,529
2022 $1,295,561 $1,518,861 $145,863 $-223,300
2021 $1,315,893 $1,225,456 $359,411 $90,437
2020 $845,132 $1,051,165 $255,980 $-206,033
2019 $1,039,924 $745,803 $384,180 $294,121
2018 $717,625 $810,357 $39,621 $-92,732
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