NC BUDGET & TAX CENTER

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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

2021

Legal Domicile

Principal Officer

ALEXANDRA SIROTA

Phone

9194231914

Tax Period

2023-01-01 to 2023-12-31

NC BUDGET & TAX CENTER, founded in 2021, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 57% operating margin.

Mission

AS A NON-PROFIT, NON-PARTISAN ORGANIZATION, WE WORK TO DOCUMENT AND ANALYZE FISCAL AND ECONOMIC CONDITIONS IN PARTNERSHIP WITH COMMUNITY LEADERS AND NORTH CAROLINIANS WITH LIVED EXPERIENCE OF POVERTY TO ADVANCE SYSTEMIC SOLUTIONS THROUGH PUBLIC POLICY THAT DRIVE ANTI-RACIST OUTCOMES.

Program Service Accomplishments

Program 1

Expenses: $821,168 Revenue: $7,235

RESEARCH TO DOCUMENT FISCAL AND ECONOMIC CONDITIONS IN NORTH CAROLINA RESULTING IN MORE THAN 40 PUBLICATIONS. ENGAGEMENT WITH COMMUNITIES ACROSS THE STATE TO IDENTIFY PRIORITIES FOR BUDGET AND TAX...

RESEARCH TO DOCUMENT FISCAL AND ECONOMIC CONDITIONS IN NORTH CAROLINA RESULTING IN MORE THAN 40 PUBLICATIONS. ENGAGEMENT WITH COMMUNITIES ACROSS THE STATE TO IDENTIFY PRIORITIES FOR BUDGET AND TAX POLICY INCLUDING THE ALLOCATION OF FEDERAL FUNDS RESULTING IN INCREASED CAPACITY TO CONNECT WITH PUBLIC BUDGET PROCESSES IN MORE THAN 20 COMMUNITIES. COMMUNICATION WITH THE PUBLIC TO BUILD AWARENESS OF THE IMPACT OF POLICY CHOICES ON WELL-BEING BY ENGAGING DIRECTLY WITH THE MEDIA, POSTING TO SOCIAL MEDIA AND ADVERTISING IN VARIOUS PUBLICATIONS. BUILDING THE WILL OF POLICYMAKERS TO ACT ON SOLUTIONS THAT ARE COMMUNITY DRIVEN BY CONNECTING MORE PEOPLE TO THE POLICY PROCESS, MONITORING THE LEGISLATIVE PROCESS AND CONDUCTING INDEPENDENT ANALYSIS OF LEGISLATIVE PROPOSALS.

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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 $2,671,625

Program Service Revenue $5,111

Investment Income $24,535

Other Revenue $2,124

TOTAL REVENUE $2,703,395

Expense Breakdown

Grants Paid $231,420

Salaries & Benefits $703,736

Fundraising Expenses $0

Program Expenses $821,168

Other Expenses $228,530

TOTAL EXPENSES $1,163,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,703,395	N/A	N/A
Expenses	$1,163,686	N/A	N/A
Net Income	$1,539,709	$0	N/A

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

N/A

Volunteers

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

$118,724

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCUS BASS	CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE HUGHES	TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET MEJIA	SECRETARY	1.00	Officer Director	$0	$0	$0
ALEXANDRA SIROTA	EXECUTIVE DIRECTOR	40.00	Officer	$108,364	$10,360	$118,724

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	$2,703,395	$1,163,686	$1,563,412	$1,539,709