2024-05-13T14:34:34-05:00 2023-12-31 561304727 BLACKMAN & SLOOP CPAS PA 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2023-01-01 873524937 NC BUDGET & TAX CENTER NCBU 9194231914 323 E CHAPEL HILL STREET UNIT 2537 DURHAM NC 27701 ALEXANDRA SIROTA EXECUTIVE DIRECTOR 9194231914 2024-05-09 1 ALEXANDRA SIROTA 999009999 1 ELIZABETH MAUCH P01988953 9199428700 2024-05-09 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X ALEXANDRA SIROTA 323 E CHAPEL HILL STREET UNIT 25374 DURHAM NC 27701 2703395 0 X NCBUDGET.ORG X 2021 NC 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. 3 3 0 18 0 0 0 2671625 0 5111 0 24535 0 2124 0 2703395 0 231420 0 0 0 703736 0 0 0 0 228530 0 1163686 0 1539709 0 1563412 0 23703 0 1539709 X 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. 0 0 821168 231420 7235 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. 821168 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 X 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X ALEXANDRA SIROTA 9194231914 323 E CHAPEL HILL STREET UNIT 25374 DURHAM NC 27701 MARCUS BASS CHAIR 1.00 X X 0 0 0 MICHELLE HUGHES TREASURER 1.00 X X 0 0 0 MARGARET MEJIA SECRETARY 1.00 X X 0 0 0 ALEXANDRA SIROTA EXECUTIVE DIRECTOR 40.00 X 108364 0 10360 108364 0 10360 1 0 0 0 0 2671625 2671625 TRAINING PROGRAM 611430 5111 5111 5111 24535 24535 MISCELLANEOUS INCOME 900099 2124 2124 2124 2703395 7235 0 24535 225810 225810 5610 5610 118724 77282 41442 517260 336667 180593 20862 13761 7101 3856 3856 43034 28591 14443 2981 1323 1658 15840 5965 9875 44421 15200 29221 22367 19620 2747 42549 32341 10208 21522 6344 15178 4871 2855 2016 16430 10815 5615 43489 30907 12582 4880 4880 5747 5747 OTHER EXPENSES 2348 2330 18 BANK FEES 1085 1085 1163686 821168 342518 0 0 223211 0 1199576 100968 24398 9759 0 14639 0 25018 0 1563412 0 23703 0 23703 X 0 1031860 0 507849 0 1539709 0 1563412 1539709 0 X 0 0 0 X 2671625 2671625 2671625 2671625 666808 2004817 24535 24535 2696160 7235 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28152 9655 37807 783361 821168 148175 37044 0 0 148175 148175 222263 37807 37807 37044 37044 55566 28152 28152 24398 9759 14639 14639 1 MDC INC 307 WEST MAIN STREET DURHAM NC 27701 560894222 501C3 25000 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 61000 0 SUPPORT BETTER NC FELLOWSHIP PROGRAMMING BLUEPRINT NC PO BOX 607 HILLBOROUGH NC 27278 272459538 501C3 130000 0 SUPPORT PUBLIC EDUCATION AND ENGAGEMENT ON SOCIAL SAFETY NET AND ECONOMIC JUSTICE ISSUES NARRATIVE ARTS PO BOX 448 WILMINGTON NC 28402 811408770 501C3 8000 0 GENERAL SUPPORT 4 STIPEND 8 5610 DATA ASSOCIATES PROGRAM PART I, LINE 2: 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. MARCUS BASS CHAIR OF BOARD 61000 GRANT PAID TO NC BLACK ALLIANCE - BOARD CHAIR IS ON STAFF AT NC BLACK ALLIANCE 0 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.