ACTION INSTITUTE NC (EIN 561088116) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

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

WE WORK FOR GREATER RACIAL, GENDER AND ECONOMIC EQUITY THROUGH POPULAR EDUCATION, GRASSROOTS ORGANIZING AND MOBILIZATION, TRAINING AND LEADERSHIP DEVELOPMENT, AND INCREASED VOTER PARTICIPATION.

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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%)

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$60,720

Total Directors

Key Employees

Highest Compensated

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

ACTION INSTITUTE NC