Civic Intelligence

Act for Alexandria

990 • Fiscal year 2020 • EIN 26-4322369

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 15, 2021

201 N Union St Ste 110Alexandria, VA 22314-2663

(703) 739-7778

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

64th percentile

$218,875

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

203%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$20,863,556

Up $2,279,177 (+12%) from 2019

Net Assets

Up

$20,534,893

Up $2,036,829 (+11%) from 2019

Liabilities

Up

$328,663

Up $242,348 (+281%) from 2019

Revenue

Up

$11,118,241

Up $7,446,741 (+203%) from 2019

Expenses

Up

$10,313,703

Up $7,082,765 (+219%) from 2019

Net Income

Up

$804,538

Up $363,976 (+83%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2013: $9,339,005Liabilities 2013: $48,757Net Assets 2013: $9,290,2482013Assets 2014: $11,560,030Liabilities 2014: $16,191Net Assets 2014: $11,543,8392014Assets 2015: $11,187,079Liabilities 2015: $21,666Net Assets 2015: $11,165,4132015Assets 2016: $12,114,796Liabilities 2016: $13,990Net Assets 2016: $12,100,8062016Assets 2017: $16,032,461Liabilities 2017: $113,176Net Assets 2017: $15,919,2852017Assets 2018: $16,388,873Liabilities 2018: $338,677Net Assets 2018: $16,050,1962018Assets 2019: $18,584,379Liabilities 2019: $86,315Net Assets 2019: $18,498,0642019Assets 2020: $20,863,556Liabilities 2020: $328,663Net Assets 2020: $20,534,8932020Assets 2021: $25,524,079Liabilities 2021: $113,557Net Assets 2021: $25,410,5222021Assets 2022: $22,323,965Liabilities 2022: $1,572,874Net Assets 2022: $20,751,0912022Assets 2023: $22,024,353Liabilities 2023: $208,215Net Assets 2023: $21,816,1382023Assets 2024: $21,603,148Liabilities 2024: $147,047Net Assets 2024: $21,456,1012024

Highlighted filing

2020

Assets$20,863,556
Liabilities$328,663
Net Assets$20,534,893

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2013: $3,578,250Expenses 2013: $2,132,347Net Income 2013: $1,445,9032013Revenue 2014: $4,409,636Expenses 2014: $2,120,599Net Income 2014: $2,289,0372014Revenue 2015: $2,295,360Expenses 2015: $2,289,416Net Income 2015: $5,9442015Revenue 2016: $3,094,483Expenses 2016: $2,498,948Net Income 2016: $595,5352016Revenue 2017: $5,428,248Expenses 2017: $2,415,956Net Income 2017: $3,012,2922017Revenue 2018: $3,881,096Expenses 2018: $2,536,892Net Income 2018: $1,344,2042018Revenue 2019: $3,671,500Expenses 2019: $3,230,938Net Income 2019: $440,5622019Revenue 2020: $11,118,241Expenses 2020: $10,313,703Net Income 2020: $804,5382020Revenue 2021: $7,617,741Expenses 2021: $3,842,094Net Income 2021: $3,775,6472021Revenue 2022: $6,601,837Expenses 2022: $8,207,705Net Income 2022: -$1,605,8682022Revenue 2023: $6,211,354Expenses 2023: $6,782,102Net Income 2023: -$570,7482023Revenue 2024: $4,967,215Expenses 2024: $6,030,055Net Income 2024: -$1,062,8402024

Highlighted filing

2020

Revenue$11,118,241
Expenses$10,313,703
Net Income$804,538
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$15,734,114
Mission and Program Overview

Mission

Act for alexandria is a community foundation that improves the lives of alexandrians by turning ideas into action and resources into results.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,617,525$16,504,897▲ $1,887,372
Savings and Temporary Cash Investments$2,562,999$3,211,533▲ $648,534
Investments Other Securities$819,737$819,737→ $0
Cash and Non-Interest-Bearing Accounts$569,192$289,034▼ $280,158
Prepaid Expenses and Deferred Charges$9,371$7,342▼ $2,029
Land, Buildings, and Equipment, Net$5,555$6,013▲ $458
Total Assets$18,584,379$20,863,556▲ $2,279,177
Other Assets Total$0$25,000▲ $25,000
Liabilities
Grants Payable$22,750$163,069▲ $140,319
Other Liabilities$0$90,109▲ $90,109
Accounts Payable and Accrued Expenses$63,565$75,485▲ $11,920
Total Liabilities$86,315$328,663▲ $242,348
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,413,743$20,156,885▲ $1,743,142
Net Assets With Donor Restrictions$84,321$378,008▲ $293,687
Total Net Assets Fund Balance$18,498,064$20,534,893▲ $2,036,829
Total Liabilities and Net Assets / Fund Balance$18,584,379$20,863,556▲ $2,279,177

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,013$17,885$23,898
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather PeelerPresident & CEOFT$166,027$54,413$220,440
Brandi YeeChief Program OfficerFT$109,629$13,169$122,798

Board Members and Trustees

NameTitle
David FrantzChair Until 12/9/2020
Eugene SteuerleChair, Emeritus
Molly DahlVice Chair
Kurt HuffmanEx Officio Member
Rose DawsonEx Officio Member
Betsey RosenbaumMember
Charles HoltMember
Christopher FosterMember
David BakerMember
Ericka MillerMember
Joe LamountainMember
Karen AveryMember
Kelly GrantMember
Lisa GuernseyMember
Lisa MartinMember
Maureen Devine-ahlMember
Peter MadiganMember
Phyllis PattersonMember
Robert WhittleMember
Scott DarlingMember
Stephanie LandrumMember
Sydney EtheredgeMember
Virginia BennettMember
Brooke CurranMember Thru 12/9/2020
Daniel RogersMember Thru 12/9/2020
David HawkinsMember Thru 12/9/2020
Neil ParentMember Thru 12/9/2020
Paul StevensMember Thru 12/9/2020
Debra CollinsMember Until 12/31/2019
Jane Downing KnopsMember Until 12/31/2019
Lauren StackMember Until 12/31/2019
Magaly Galdo-hirstMember Until 12/31/2019
Trip HowellMember Until 12/31/2019
Lyles CarrMember Until 6/30/2020
Lori MorrisMember, Emeritus
John ArmstrongSecretary
Laurie FlynnSecretary
Brian LundeenTreasurer
Christopher LewisTreasurer Until 12/9/2020
Revenue and Support

Revenue Composition

Contributions and Grants
$10,280,943
Program Service Revenue
$46,081
Investment Income
$574,210
Other Revenue
$217,007
All Other Contributions
$4,979,241
Change in Net Assets
$804,538

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,122,407
Revenue Not Reported on Financial Statements
$-4,166
Revenue Not Reported on Form 990
$1,367,243
Other Revenue Adjustments
$-48,298
Total Revenue per Audited Statements
$12,489,650
Total Revenue per Form 990
$11,118,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,609,353
Other Expenses$1,102,741
Salaries, Compensation, and Employee Benefits$576,609
Total Fundraising Expense$448,923
Professional Fundraising Fees$25,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,609,353--$8,609,353
Conferences and Meetings$463,326$66,410$96,083$625,819
Other Salaries and Wages$189,760$130,444$157,159$477,363
Fees for Services Other$47,935$83,842$91,814$223,591
Advertising$39,520-$9,229$48,749
Occupancy$17,871$12,285$14,801$44,957
Fees for Service Investment Mgmnt Fees-$44,132-$44,132
Other Employee Benefits$17,356$11,931$14,374$43,661
Fees for Services Accounting$15,000$20,228-$35,228
Payroll Taxes$12,758$8,770$10,566$32,094
Other Expenses$12,197$8,384$10,102$30,683
Fees for Services Professional Fundraising--$25,000$25,000
Pension Plan Contributions$9,338$6,419$7,734$23,491
Office Expenses$9,658$3,639$7,999$21,296
Information Technology$7,882$9,399$2,437$19,718
Depreciation Depletion$1,575$1,083$1,305$3,963
Insurance-$3,508-$3,508
Travel$386$266$320$972
Fees for Services Legal-$125-$125
Total Functional Expenses$9,453,915$410,865$448,923$10,313,703

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,452,821
Total Expenses per Form 990$10,313,703
Expenses per Audited Statements$10,269,571
Expenses Not Reported on Form 990$183,250
Expenses Not Reported on Financial Statements$44,132
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
African Communities TogetherNew York, NY501(c)(3)Program Support$695,180
Tenants and Workers United Inquilinos Y Trabajadores UnidosAlexandria, VA501(c)(3)Program Support$536,113
Campagna CenterAlexandria, VA501(c)(3)Program Support$454,320
Alive IncAlexandria, VA501(c)(3)Program Support$428,250
Community Lodgings IncAlexandria, VA501(c)(3)Program Support$334,598
Christ ChurchAlexandria, VA501(c)(3)Program Support$266,679
Northern Virginia Family ServiceAlexandria, VA501(c)(3)Program Support$259,065
Ethiopian Community Development Council IncArlington, VA501(c)(3)Program Support$217,942
Society of St Vincent De Paul Basilica of St Mary ConferenceAlexandria, VA501(c)(3)Program Support$203,556
CARPENTER'S SHELTERAlexandria, VA501(c)(3)Program Support$195,700
Casa ChirilaguaAlexandria, VA501(c)(3)Program Support$173,328
Alexandria Housing Development CorpAlexandria, VA501(c)(3)Program Support$163,000
Child and Family Network CentersAlexandria, VA501(c)(3)Program Support$159,102
Friends of Guest House IncAlexandria, VA501(c)(3)Program Support$139,050
Nueva Vida IncAlexandria, VA501(c)(3)Program Support$133,900
Neighborhood HealthAlexandria, VA501(c)(3)Program Support$115,668
Catholic Charities of the Diocese of Arlington IncMerrifield, VA501(c)(3)Program Support$110,500
Tall Ship Providence FoundationAlexandria, VA501(c)(3)Program Support$101,100
Together We BakeAlexandria, VA501(c)(3)Program Support$100,150
ST PAUL'S CATHOLIC MISSIONHague, VA501(c)(3)Program Support$84,000
Scan of Northern VirginiaAlexandria, VA501(c)(3)Program Support$77,274
CENTER FOR ALEXANDRIA'S CHILDRENAlexandria, VA501(c)(3)Program Support$75,424
Salvation ArmyWashington, DC501(c)(3)Program Support$74,245
Old Presbyterian Meeting HouseAlexandria, VA501(c)(3)Program Support$73,896
Senior Services of AlexandriaAlexandria, VA501(c)(3)Program Support$73,680
Scholarship Fund of Alexandria (the)Alexandria, VA501(c)(3)Program Support$69,000
Hopkins House-a Center for Children and Their FamiliesAlexandria, VA501(c)(3)Program Support$64,550
RunningbrookeAlexandria, VA501(c)(3)Program Support$63,600
Corporation of Haverford CollegeHaverford, PA501(c)(3)Program Support$63,500
Computer C O R EFalls Church, VA501(c)(3)Program Support$60,300
Boys & Girls Clubs of Greater Washington IncWashington, DC501(c)(3)Program Support$60,000
Offender Aid and Restoration of Arlington County Oara IncArlington, VA501(c)(3)Program Support$60,000
Ymca of Metropolitan WashingtonWashington, DC501(c)(3)Program Support$60,000
Wesley Housing Development Corporation of Northern VirginiaAlexandria, VA501(c)(3)Program Support$57,500
Alexandria Tutoring Consortium IncAlexandria, VA501(c)(3)Program Support$55,750
Catholic Diocese of ArlingtonArlington, VA501(c)(3)Program Support$55,700
Capital Youth EmpowermentAlexandria, VA501(c)(3)Program Support$55,000
Equal Justice InitiativeMontgomery, AL501(c)(3)Program Support$51,500
Greater Dc Diaper BankWashington, DC501(c)(3)Program Support$50,100
CHILDREN'S HOSPITAL CORPORATIONBoston, MA501(c)(3)Program Support$50,000
Legal Services of Northern Virginia IncFalls Church, VA501(c)(3)Program Support$50,000
University of Virginia Alumni AssociationCharlottesville, VA501(c)(3)Program Support$50,000
Communities in Schools of Nova IncAlexandria, VA501(c)(3)Program Support$49,421
Mother of Light CenterAlexandria, VA501(c)(3)Program Support$42,500
ST PAUL'S EPISCOPAL CHURCHAlexandria, VA501(c)(3)Program Support$42,500
Alexandria Soccer Association IncAlexandria, VA501(c)(3)Program Support$41,695
Catholic Charities of the Diocese of ArlingtonArlington, VA501(c)(3)Program Support$39,620
Literacy Council of Northern Virginia IncFalls Church, VA501(c)(3)Program Support$38,523
College of William and MaryWilliamsburg, VA501(c)(3)Program Support$37,715
Athena Rapid Response Innovation LabAlexandria, VA501(c)(3)Program Support$36,383
Volunteer AlexandriaAlexandria, VA501(c)(3)Program Support$33,670
Capital HospiceFalls Church, VA501(c)(3)Program Support$33,500
Rebuilding Together Dc AlexandriaAlexandria, VA501(c)(3)Program Support$32,135
Legal Services of Northern VirginiaFairfax, VA501(c)(3)Program Support$30,000
Catholic Charities USAAlexandria, VA501(c)(3)Program Support$29,500
Ahc IncArlington, VA501(c)(3)Program Support$28,247
Space of Her OwnAlexandria, VA501(c)(3)Program Support$27,600
Urban Alliance Foundation IncWashington, DC501(c)(3)Program Support$27,000
Greater Washington Educational Telecommunications Association IncArlington, VA501(c)(3)Program Support$26,950
Dream Project IncArlington, VA501(c)(3)Program Support$25,050
Grace Episcopal ChurchAlexandria, VA501(c)(3)Program Support$25,000
Neo PhilanthropyNew York, NY501(c)(3)Program Support$25,000
Braws-bringing Resources to Aid Womens SheltersVienna, VA501(c)(3)Program Support$23,000
Washington Street UmcAlexandria, VA501(c)(3)Program Support$22,852
Koinonia Foundation IncAlexandria, VA501(c)(3)Program Support$22,500
Alexandria Library FoundationAlexandria, VA501(c)(3)Program Support$21,525
Northern Virginia Community CollegeFairfax, VA501(c)(3)Program Support$20,523
Educacion Para Nuestro Futuro Founded by Escuela BoliviaArlington, VA501(c)(3)Program Support$20,048
Alexandria Arts ForumAlexandria, VA501(c)(3)Program Support$20,000
Hearts of Empowerment IncArlington, VA501(c)(3)Program Support$20,000
Just Neighbors MinistryAnnandale, VA501(c)(3)Program Support$20,000
Zimkids Orphan FoundationHobart, NY501(c)(3)Program Support$20,000
St Johns Community ServicesWashington, DC501(c)(3)Program Support$19,400
AyudaWashington, DC501(c)(3)Program Support$18,500
For the Nations DcAlexandria, VA501(c)(3)Program Support$18,500
Washington Jesuit AcademyWashington, DC501(c)(3)Program Support$18,000
Washington Middle School for GirlsWashington, DC501(c)(3)Program Support$18,000
Friends of the Alexandria Commission for WomenAlexandria, VA501(c)(3)Program Support$17,500
Menokin FoundationWarsaw, VA501(c)(3)Program Support$17,500
City of AlexandriaAlexandria, VA501(c)(3)Program Support$17,149
Restoration Immigration Legal AidArlington, VA501(c)(3)Program Support$17,015
American Red CrossBoone, IA501(c)(3)Program Support$17,000
Icna Relief USA Programs IncNew Hyde Park, NY501(c)(3)Program Support$17,000
Just Neighbors MinistryAnnandale, VA501(c)(3)Program Support$16,200
Fruitful PlanetArlington, VA501(c)(3)Program Support$16,060
Virginia Public Access ProjectRichmond, VA501(c)(3)Program Support$16,000
Voices for Virginias ChildrenHenrico, VA501(c)(3)Program Support$16,000
Art League IncAlexandria, VA501(c)(3)Program Support$15,500
Alden Street Foundation IncSyracuse, NY501(c)(3)Program Support$15,000
Goodwin House FoundationAlexandria, VA501(c)(3)Program Support$15,000
Higher AchievementWashington, DC501(c)(3)Program Support$15,000
Melwood Horticultural Training Center IncUpper Marlboro, MD501(c)(3)Program Support$15,000
ST ALBAN'S EPISCOPAL CHURCHAnnandale, VA501(c)(3)Program Support$15,000
Young Ethiopian Professionals NetworkArlington, VA501(c)(3)Program Support$15,000
St Rita Catholic ChurchAlexandria, VA501(c)(3)Program Support$14,500
Beth El Hebrew CongregationAlexandria, VA501(c)(3)Program Support$14,347
Defenders of WildlifeWashington, DC501(c)(3)Program Support$14,000
St Stephens & St Agnes School FoundationAlexandria, VA501(c)(3)Program Support$14,000
Alexandria Seaport FoundationAlexandria, VA501(c)(3)Program Support$13,100
Inova Health Care ServicesFalls Church, VA501(c)(3)Program Support$13,000
New Hope Housing IncAlexandria, VA501(c)(3)Program Support$13,000
Northern Virginia Family ServiceOakton, VA501(c)(3)Program Support$12,750
Parish of St Andrew & St Margaret of ScotlandAlexandria, VA501(c)(3)Program Support$11,500
Ivy Hill Cemetery Historical Preservation SocietyAlexandria, VA501(c)(3)Program Support$11,100
Alexandria Hospital FoundationAlexandria, VA501(c)(3)Program Support$11,000
Salvation Army & Its ComponentsAlexandria, VA501(c)(3)Program Support$11,000
United Community Ministries IncAlexandria, VA501(c)(3)Program Support$11,000
Arcadia Foods IncAlexandria, VA501(c)(3)Program Support$10,600
Northern Virginia Community College Educational Foundation IncAnnandale, VA501(c)(3)Program Support$10,100
Project Discovery IncRoanoke, VA501(c)(3)Program Support$10,100
Best Buddies International IncLos Angeles, CA501(c)(3)Program Support$10,000
Best Buddies International IncFalls Church, VA501(c)(3)Program Support$10,000
Dar Al-hijrah Islamic CenterFalls Church, VA501(c)(3)Program Support$10,000
Doctors Without Borders USA IncHagerstown, MD501(c)(3)Program Support$10,000
Fairlington United Methodist ChurchAlexandria, VA501(c)(3)Program Support$10,000
Hopewell FundWashington, DC501(c)(3)Program Support$10,000
Nova Scriptscentral IncFalls Church, VA501(c)(3)Program Support$10,000
Phoenix Houses of the Mid-atlantic IncArlington, VA501(c)(3)Program Support$10,000
ST MARK'S LUTHERAN CHURCHSpringfield, VA501(c)(3)Program Support$10,000
St Pauls Episcopal Church of Alexandria Virginia FoundationAlexandria, VA501(c)(3)Program Support$10,000
St Vincent De Paul Society AlexandriaAlexandria, VA501(c)(3)Program Support$10,000
Tahirih Justice CenterFalls Church, VA501(c)(3)Program Support$10,000
Volunteers of AmericaLos Angeles, CA501(c)(3)Program Support$10,000
Downtown Baptist ChurchAlexandria, VA501(c)(3)Program Support$9,000
Greater Washington Educational Telecommunications Association IncArlington, VA501(c)(3)Program Support$9,000
University of VirginiaCharlottesville, VA501(c)(3)Program Support$8,500
George Washington UniversityWashington, DC501(c)(3)Program Support$8,150
Bethany House of Northern VirginiaAlexandria, VA501(c)(3)Program Support$8,000
Icna Foundation for Social JusticeVienna, VA501(c)(3)Program Support$8,000
Spread the VoteLos Angeles, CA501(c)(3)Program Support$8,000
Cystic Fibrosis FoundationBethesda, MD501(c)(3)Program Support$7,500
Operation Walk VirginiaOakton, VA501(c)(3)Program Support$7,500
Optimist Club of Alexandria Foundation IncAlexandria, VA501(c)(3)Program Support$7,500
Virginia Congress of Parents and TeachersAlexandria, VA501(c)(3)Program Support$7,500
Animal Welfare League of AlexandriaAlexandria, VA501(c)(3)Program Support$7,350
Friends of Alexandria Community Mental Health Center IncAlexandria, VA501(c)(3)Program Support$7,350
Capital Area Food BankWashington, DC501(c)(3)Program Support$7,000
Wesley Housing Development Corporation of Northern VaAlexandria, VA501(c)(3)Program Support$7,000
Alfred Street Baptist ChurchAlexandria, VA501(c)(3)Program Support$6,650
At Home in AlexandriaAlexandria, VA501(c)(3)Program Support$6,100
American Red CrossWashington, DC501(c)(3)Program Support$6,000
Arlington Partnership for Affordable Housing IncArlington, VA501(c)(3)Program Support$6,000
Assistance League of Northern VirginiaHerndon, VA501(c)(3)Program Support$6,000
Bishop Ireton High SchoolAlexandria, VA501(c)(3)Program Support$6,000
Burgundy Farm Country Day School IncAlexandria, VA501(c)(3)Program Support$6,000
City of AlexandriaAlexandria, VA501(c)(3)Program Support$5,450
Fight Colorectal Cancer IncSpringfield, MO501(c)(3)Program Support$5,150
Upcycle Creative Reuse CenterAlexandria, VA501(c)(3)Program Support$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$48,298
Professional Fundraising Fees$25,000
Fundraising Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Salud$156,725-$37,578-
Total Events$156,725-$48,298$-48,298
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$84,753
Deferred Rent$5,356
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is shared with the board of directors prior to filing for their review and comment. Those comments are addressed, and the form 990 is approved for submission by the executive & finance committees.

Form 990, Part VI, Section B, Line 12C

Responsibility for monitoring the conflict of interest policy lies with the board chair as it relates to board members, volunteer committee members, and the executive director. The executive director is responsible for monitoring as it relates to members of act's staff. Board members have the affirmative responsibility to report to the board chair (in the case of concerns related to board members, committee members or the executive director) or to the executive director (in the case of concerns related to members of the staff) any and all knowledge of action or conduct that appears contrary to the conflict of interest policy. Before a member or staff begins service with act, they shall file with the executive director a list of the member's/staff's principal business activities, as well as involvement with other charitable and business organizations, vendors, and other associations that might produce a conflict of interest. Subsequently, each member and staff shall sign a statement that affirms their understanding and agreement with the policy.

Form 990, Part VI, Section B, Line 15A

The executive committee reviewed the compensation of act's executive director, act's program director, and outside contractors hired for specific tasks; reviewed and analyzed the compensation requirements of other candidates for the position who applied in response to the broadly posted job announcement, referrals from board members and other influences; surveyed nonprofit organizations of comparable scale in alexandria, northern virginia, and the washington dc metropolitan area generally; consulted with executives at other community foundations in the region and at the council on foundations. Based on that information, the act executive committee then formulated a compensation package within the parameters of the executive directors of comparable organizations in that region.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Act for Alexandria
EIN
26-4322369
Phone
7037397778
Address
201 N UNION ST STE 110, ALEXANDRIA, VA 22314-2663

Signing Officer

Name
Heather Peeler
Title
President and CEO
Phone
7037397778
Signed
2021-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Peeler
Formed
2009
Legal Domicile
Va
Voting Board Members
27
Independent Board Members
26
Employees
7
Volunteers
30

Preparer

Firm
Rsm US Llp
Address
2021 L STREET NW SUITE 400, WASHINGTON, DC 20036
Preparer
Sara Smith
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Act worked in cooperation with the city of alexandria to disburse cares act funding to community partners who, in turn: 1) dispensed grocery gift cards to eligible recipients; 2) provided grants to nonprofit organizations were were adversely affected by the global pandemic.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Fundraising event expenses reported in part viii, line 8b -48,298.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising event expenses reported in part viii, line 8b 48,298.

Raw XML AppendixShowing 400 of 2,142 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt21EX OFFICIO MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER UNTIL 12/31/2019
IRS990/Form990PartVIISectionAGrp/TitleTxt23MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER THRU 12/9/2020
IRS990/Form990PartVIISectionAGrp/TitleTxt27MEMBER THRU 12/9/2020
IRS990/Form990PartVIISectionAGrp/TitleTxt28MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29MEMBER UNTIL 12/31/2019
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEMBER THRU 12/9/2020
IRS990/Form990PartVIISectionAGrp/TitleTxt31MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt32MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt33EX OFFICIO MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt34MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt35MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt36MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt37MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt38MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt39MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt40MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0156725
IRS990/FundraisingDirectExpensesAmt048298
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0-249
IRS990/GainOrLossGrp/SecuritiesAmt0378430
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GovernmentGrantsAmt05144977

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.15$21.5$4.97$6.03$1.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$0.21$21.8$6.21$6.78$0.57
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$1.57$20.8$6.60$8.21$1.61
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.5$0.11$25.4$7.62$3.84$3.78
2020Detailed filing. Detailed filing data is available for this year.$20.9$0.33$20.5$11.1$10.3$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.09$18.5$3.67$3.23$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.34$16.1$3.88$2.54$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.0$0.11$15.9$5.43$2.42$3.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.01$12.1$3.09$2.50$0.60
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$2.30$2.29$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.6$0.02$11.5$4.41$2.12$2.29
2013Detailed filing. Detailed filing data is available for this year.$9.34$0.05$9.29$3.58$2.13$1.45