NC BUDGET & TAX CENTER: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: NC BUDGET & TAX CENTER (EIN 87-3524937)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-13
IRS object ID: 202411349349306701
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T14:34:34-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	561304727	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BLACKMAN & SLOOP CPAS PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1414 RALEIGH ROAD SUITE 300	AddressLine1Txt
City	CHAPEL HILL	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27517	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	873524937	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NC BUDGET & TAX CENTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NCBU	BusinessNameControlTxt
Phone	9194231914	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	323 E CHAPEL HILL STREET UNIT 2537	AddressLine1Txt
City	DURHAM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALEXANDRA SIROTA	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	9194231914	PhoneNum
Signature	2024-05-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ALEXANDRA	PersonFirstNm
Person Last	SIROTA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIZABETH MAUCH	PreparerPersonNm
PTIN	P01988953	PTIN
Phone	9199428700	PhoneNum
Preparation	2024-05-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	ALEXANDRA SIROTA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	323 E CHAPEL HILL STREET UNIT 25374	AddressLine1Txt
City	DURHAM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27701	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,703,395	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	NCBUDGET.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2021	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	THE NC BUDGET & TAX CENTER IS A NON-PARTISAN ORGANIZATION THAT WORKS TO DOCUMENT FISCAL AND ECONOMIC CONDITIONS IN COMMUNITIES TO SUPPORT THE WORK OF PEOPLE, ORGANIZATIONS, AND GOVERNMENT TO ADVANCE SOLUTIONS TO POVERTY AND PURSUE WELL-BEING FOR ALL.	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	18	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$2,671,625	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,111	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$24,535	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$2,124	CYOtherRevenueAmt
PY Total Revenue	$0	PYTotalRevenueAmt
CY Total Revenue	$2,703,395	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$231,420	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$703,736	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$0	PYOtherExpensesAmt
CY Other Expenses	$228,530	CYOtherExpensesAmt
PY Total Expenses	$0	PYTotalExpensesAmt
CY Total Expenses	$1,163,686	CYTotalExpensesAmt
PY Revenues Less Expenses	$0	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,539,709	CYRevenuesLessExpensesAmt
Total Assets BOY	$0	TotalAssetsBOYAmt
Total Assets EOY	$1,563,412	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$23,703	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$0	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,539,709	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$821,168	ExpenseAmt
Grant	$231,420	GrantAmt
Revenue	$7,235	RevenueAmt
Desc	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.	Desc
Total Program Service Expenses	$821,168	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	11	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALEXANDRA SIROTA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9194231914	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	323 E CHAPEL HILL STREET UNIT 25374	AddressLine1Txt
City	DURHAM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27701	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MARCUS BASS
CHAIR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MICHELLE HUGHES
TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARGARET MEJIA
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
ALEXANDRA SIROTA
EXECUTIVE DIRECTOR	40.00		Yes (X)	$108,364	$0	$10,360

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$108,364	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$10,360	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$2,671,625	AllOtherContributionsAmt
Total Contributions	$2,671,625	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TRAINING PROGRAM	Desc
Business	611430	BusinessCd
Total Revenue Column	$5,111	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,111	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,111	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$24,535	TotalRevenueColumnAmt
Exclusion	$24,535	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,124	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,124	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,124	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,703,395	TotalRevenueColumnAmt
Related Or Exempt Func Income	$7,235	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$24,535	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$225,810	TotalAmt
Program Services	$225,810	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$5,610	TotalAmt
Program Services	$5,610	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$118,724	TotalAmt
Program Services	$77,282	ProgramServicesAmt
Management And General	$41,442	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$517,260	TotalAmt
Program Services	$336,667	ProgramServicesAmt
Management And General	$180,593	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$20,862	TotalAmt
Program Services	$13,761	ProgramServicesAmt
Management And General	$7,101	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,856	TotalAmt
Management And General	$3,856	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$43,034	TotalAmt
Program Services	$28,591	ProgramServicesAmt
Management And General	$14,443	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,981	TotalAmt
Program Services	$1,323	ProgramServicesAmt
Management And General	$1,658	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$15,840	TotalAmt
Program Services	$5,965	ProgramServicesAmt
Management And General	$9,875	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$44,421	TotalAmt
Program Services	$15,200	ProgramServicesAmt
Management And General	$29,221	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$22,367	TotalAmt
Program Services	$19,620	ProgramServicesAmt
Management And General	$2,747	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,549	TotalAmt
Program Services	$32,341	ProgramServicesAmt
Management And General	$10,208	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$21,522	TotalAmt
Program Services	$6,344	ProgramServicesAmt
Management And General	$15,178	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,871	TotalAmt
Program Services	$2,855	ProgramServicesAmt
Management And General	$2,016	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$16,430	TotalAmt
Program Services	$10,815	ProgramServicesAmt
Management And General	$5,615	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$43,489	TotalAmt
Program Services	$30,907	ProgramServicesAmt
Management And General	$12,582	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,880	TotalAmt
Management And General	$4,880	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,747	TotalAmt
Program Services	$5,747	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
OTHER EXPENSES	$2,348	$2,330	$18
BANK FEES	$1,085		$1,085

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,163,686	TotalAmt
Program Services	$821,168	ProgramServicesAmt
Management And General	$342,518	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$223,211	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,199,576	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$100,968	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$24,398	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,759	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$14,639	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$25,018	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,563,412	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$23,703	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$23,703	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,031,860	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$507,849	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,539,709	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,563,412	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,539,709	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$2,671,625	CurrentTaxYearAmt
Total	$2,671,625	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$2,671,625	CurrentTaxYearAmt
Total	$2,671,625	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$666,808	SubstantialContributorsTotAmt
Public Support Total170	$2,004,817	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$24,535	CurrentTaxYearAmt
Total	$24,535	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,696,160	TotalSupportAmt
Gross Receipts Rltd Activities	$7,235	GrossReceiptsRltdActivitiesAmt
First5 Years170	Yes (X)	First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$28,152	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$9,655	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$37,807	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$783,361	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$821,168	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$148,175	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$37,044	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year	$148,175	CurrentYearAmt
Total	$148,175	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$222,263	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$37,807	CurrentYearAmt
Total	$37,807	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year	$37,044	CurrentYearAmt
Total	$37,044	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$55,566	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year	$28,152	CurrentYearAmt
Total	$28,152	TotalAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,398	OtherCostOrOtherBasisAmt
Depreciation	$9,759	DepreciationAmt
Book Value	$14,639	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$14,639	TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
MDC INC
307 WEST MAIN STREET	DURHAM	NC	27701	560894222	501C3	$25,000	$0	SUPPORT ENGAGEMENT OF VOLUNTEER INCOME TAX ASSISTANCE SITES IN IDENTIFYING BARRIERS AND SOLUTIONS TO ACCESS TO TAX CREDITS FOR FAMILIES
NC BLACK ALLIANCE
PO BOX 27886	RALEIGH	NC	27611	562210571	501C3	$61,000	$0	SUPPORT BETTER NC FELLOWSHIP PROGRAMMING
BLUEPRINT NC
PO BOX 607	HILLBOROUGH	NC	27278	272459538	501C3	$130,000	$0	SUPPORT PUBLIC EDUCATION AND ENGAGEMENT ON SOCIAL SAFETY NET AND ECONOMIC JUSTICE ISSUES
NARRATIVE ARTS
PO BOX 448	WILMINGTON	NC	28402	811408770	501C3	$8,000	$0	GENERAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	4	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	STIPEND	GrantTypeTxt
Recipient	8	RecipientCnt
Cash Grant	$5,610	CashGrantAmt
Non Cash Assistance	DATA ASSOCIATES PROGRAM	NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	WE CONDUCT AT LEAST QUARTERLY MEETINGS TO DISCUSS DELIVERABLES AND PROJECT TIMELINES BUT MORE OFTEN WE ARE MEETING MONTHLY TO SHARE STRATEGY AND DESIGN EFFECTIVE PROGRAMS AS WELL AS TO DISCUSS THE EXPENDITURE OF GRANT FUNDS. FOR OUR STIPENDS WE MONITOR COMPLETION OF DELIVERABLES AND MAKE PAYMENTS IN INSTALLMENTS UPON COMPLETION OF KEY MILESTONES IN A PROGRAM.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	MARCUS BASS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	CHAIR OF BOARD	RelationshipDescriptionTxt
Transaction	$61,000	TransactionAmt
Transaction	GRANT PAID TO NC BLACK ALLIANCE - BOARD CHAIR IS ON STAFF AT NC BLACK ALLIANCE	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART V, LINE 2A	NC BUDGET & TAX CENTER IS IN A PEO ARRANGEMENT SO IT'S EMPLOYEES WAGES AND WITHHOLDING ARE REPORTED UNDER THE PEO'S TAX ID.
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD TREASURER AND BOARD CHAIR WILL REVIEW THE FORM AND DIRECT THE EXECUTIVE DIRECTOR TO MOVE AHEAD WITH FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE BUDGET AND TAX CENTER REVIEWS OUR CONFLICT OF INTEREST POLICY ANNUALLY. AT THE BEGINNING OF EACH FISCAL YEAR WE REVIEW THE POLICY WITH OUR BOARD MEMBERS, EXPLAINING WHAT A CONFLICT OF INTEREST IS AND WHY IT IS IMPORTANT TO DISCLOSE ANY POTENTIAL/ACTUAL CONFLICTS OF INTEREST TO THE ORGANIZATION. BOARD MEMBERS AND STAFF SIGN THE CONFLICT OF INTEREST FORMS ANNUALLY AND ARE INSTRUCTED TO SPEAK WITH THE BOARD CHAIR OR EXECUTIVE DIRECTOR SHOULD ANY POTENTIAL CONFLICT EMERGE. IF ORGANIZATIONAL LEADERSHIP LEARN OF A CONFLICT OF INTEREST CONCERNING A STAFF OR BOARD MEMBER, THE WILL BRING THAT CONCERN TO EITHER THE EXECUTIVE DIRECTOR (FOR STAFF) OR THE CHAIR OF THE BOARD (FOR BOARD MEMBERS)
FORM 990, PART VI, SECTION B, LINE 15	A SALARY SCHEDULE IS PROVIDED FOR IN THE ORGANIZATION'S COLLECTIVE BARGAINING AGREEMENT. THE EXECUTIVE DIRECTOR'S SALARY WAS SET BY THE BOARD OF DIRECTORS TO PROVIDE THE SALARY CONSISTENT WITH THE PREDECESSOR ORGANIZATION'S SALARY LEVEL OF PROJECT DIRECTORS. EACH YEAR SALARIES ARE ADJUSTED USING A COST OF LIVING ESTIMATE AND BASED ON FUNDING AVAILABILITY.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION DOESN'T MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.