Civic Intelligence

Action Nc

990 • Fiscal year 2014 • EIN 27-2050581

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

5500 Executive Center DrCharlotte, NC 28212

(704) 625-4050

Siviq Scores

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

Liabilities / Assets

64th percentile

0.20x

Higher debt load relative to assets than 64% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Net Margin

57th percentile

9.6%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$39,154

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2014

Asset Growth

99th percentile

303%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

215%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$172,804

Up $129,899 (+303%) from 2013

Net Assets

Up

$139,059

Up $120,416 (+646%) from 2013

Liabilities

Up

$33,745

Up $9,483 (+39%) from 2013

Revenue

Up

$1,257,065

Up $858,199 (+215%) from 2013

Expenses

Up

$1,136,766

Up $645,955 (+132%) from 2013

Net Income

Up

$120,299

Up $212,244 (+231%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0-$100KAssets 2012: $115,738Liabilities 2012: $5,150Net Assets 2012: $110,5882012Assets 2013: $42,905Liabilities 2013: $24,262Net Assets 2013: $18,6432013Assets 2014: $172,804Liabilities 2014: $33,745Net Assets 2014: $139,0592014Assets 2015: $139,460Liabilities 2015: $131,709Net Assets 2015: $7,7512015Assets 2016: $49,067Liabilities 2016: $74,809Net Assets 2016: -$25,7422016Assets 2017: $71,693Liabilities 2017: $80,140Net Assets 2017: -$8,4472017Assets 2018: $198,192Liabilities 2018: $261Net Assets 2018: $197,9312018Assets 2019: $1,007Liabilities 2019: $247Net Assets 2019: $7602019Assets 2020: $332,500Liabilities 2020: $200,000Net Assets 2020: $132,5002020Assets 2021: $83,944Liabilities 2021: $50,343Net Assets 2021: $33,6012021Assets 2022: $109,165Liabilities 2022: $922Net Assets 2022: $108,2432022Assets 2023: $105,130Liabilities 2023: $529Net Assets 2023: $104,6012023Assets 2024: $319,664Liabilities 2024: $411Net Assets 2024: $319,2532024

Highlighted filing

2014

Assets$172,804
Liabilities$33,745
Net Assets$139,059

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2012: $198,394Expenses 2012: $98,106Net Income 2012: $100,2882012Revenue 2013: $398,866Expenses 2013: $490,811Net Income 2013: -$91,9452013Revenue 2014: $1,257,065Expenses 2014: $1,136,766Net Income 2014: $120,2992014Revenue 2015: $1,899,238Expenses 2015: $1,959,751Net Income 2015: -$60,5132015Revenue 2016: $1,871,386Expenses 2016: $1,904,879Net Income 2016: -$33,4932016Revenue 2017: $1,244,280Expenses 2017: $1,276,985Net Income 2017: -$32,7052017Revenue 2018: $553,699Expenses 2018: $347,321Net Income 2018: $206,3782018Revenue 2019: $199,465Expenses 2019: $396,638Net Income 2019: -$197,1732019Revenue 2020: $277,043Expenses 2020: $144,696Net Income 2020: $132,3472020Revenue 2021: $371,994Expenses 2021: $470,694Net Income 2021: -$98,7002021Revenue 2022: $207,681Expenses 2022: $133,039Net Income 2022: $74,6422022Revenue 2023: $46,625Expenses 2023: $23,457Net Income 2023: $23,1682023Revenue 2024: $501,597Expenses 2024: $286,945Net Income 2024: $214,6522024

Highlighted filing

2014

Revenue$1,257,065
Expenses$1,136,766
Net Income$120,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Gross Receipts
$1,257,065
Mission and Program Overview

Mission

Action NC is a community organization and citizen action group that educates, organizes, and mobilizes residents of low-wealth communities to represent their own interests on issues of social and economic concern. Through grassroots outreach and base-building, training and leadership development, and strategic campaign planning and execution, residents work together to determine their priorities and make action plans to win concrete improvements. Our issues include but are not limited to public education, health care access, financial justice, employment and wages, affordable housing and tenant rights, immigrant rights, voting rights, and local investment and development. Through house meetings, community meetings and forums, participation in public hearings, and direct action, residents take their concerns directly to public officials and private sector decision-makers and wage campaigns for specific reforms and a greater voice in decisions that affect them.

Action NC is a community organization and citizen action group that educates, organizes and mobilizes residents of low-wealth communities to represent their own interests on issues of social and economic concern.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$105,696-
Cash and Non-Interest-Bearing Accounts$42,905$67,008▲ $24,103
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$42,905$172,804▲ $129,899
Other Assets Total-$100-
Liabilities
Accounts Payable and Accrued Expenses$24,262$33,745▲ $9,483
Total Liabilities$24,262$33,745▲ $9,483
Net Assets / Fund Balance
Unrestricted Net Assets$18,643$139,059▲ $120,416
Total Net Assets Fund Balance$18,643$139,059▲ $120,416
Total Liabilities and Net Assets / Fund Balance$42,905$172,804▲ $129,899
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander P McCoyExecutive DirecPT$11,339$27,815$39,154
Michael De Los SantosTreasurerPT$11,765$15,120$26,885

Board Members and Trustees

NameTitle
Melvin WhitleyPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$138,045
Program Service Revenue
$1,119,020
Investment Income
$0
Other Revenue
$0
All Other Contributions
$136,250
Change in Net Assets
$120,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$976,635
Other Expenses$160,131
Total Fundraising Expense$4,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$795,906$8,682$1,787$806,375
Travel$91,015$20$6$91,041
Other Employee Benefits$83,092$1,165$317$84,574
Payroll Taxes$72,507$1,112$282$73,901
Fees for Services Other$17,038--$17,038
Office Expenses$9,471$2,751$136$12,358
Current Officers, Directors, Trustees, and Key Employees$6,893$3,523$1,369$11,785
Occupancy$6,574$1,128$300$8,002
Fees for Services Accounting-$7,471-$7,471
Information Technology$3,254$383$170$3,807
Other Expenses$2,780$578$100$2,780
Insurance$1,281$540$41$1,862
Conferences and Meetings$472--$472
Depreciation Depletion$170$38$12$220
Total Functional Expenses$1,100,378$31,865$4,523$1,136,766
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gloria De Los SantosSpouseEmployee WagesNo$11,314

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Line 11B: Form 990 Review Process

The Executive Director will review and then distribute to the full board for review.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The three most recent Form 990s, the Bylaws, Articles of Incorporation and Conflict of Interest Policy are provided to the public upon request.

Filing and Contact Details

Filer

Filer Name
Action NC
EIN
27-2050581
Phone
7046254050
Address
5500 Executive Center Dr, Charlotte, NC 28212

Signing Officer

Name
Alexander P McCoy
Title
Executive Direc
Signed
2015-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander P McCoy
Formed
2010
Legal Domicile
Nc
Voting Board Members
2
Independent Board Members
1
Employees
26
Volunteers
500

Preparer

Firm
Mig Murphy Sistrom CPA Pc
Address
2216 Whitley Dr, DURHAM, NC 27707-1469
Preparer
Darren Hunicutt
Phone
9194191119
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Health Care: We helped organize a statewide coalition under Health Care for America Now to pass the Affordable Care Act, and have organized numerous public events since then to promote public understanding of the laws benefits and enrollment. We are fighting for Medicaid expansion in North Carolina and organized a number press events, petition deliveries, and actions at the General Assembly and governors office in 2014 in support. We have also led a coalition and organized public events to oppose cutting Medicare benefits, raising the retirement age, or changing cost-of-living-adjustment formulas that would reduce benefits. OTHER PROGRAM SERVICES 5: Immigrant Rights: In 2014 we waged a successful campaign to win volunteer privileges for undocumented parents in the Charlotte-Mecklenburg school system through a series of public hearings and community mobilization. As far as we could tell, it was the only major school system in the nation that previously had shut undocumented parents out completely from their own childrens schools. We have also helped prevent a number of unjust deportations and family separations, mobilized thousands of supporters in 2013 and 2014 in support of comprehensive immigration reform, and hundreds more so far in 2015 in opposition to North Carolinas participation in the lawsuit to undo the Presidents Executive Action to reduce deportations. In 2014 we were co-conveners of a local coalition in Charlotte to promote Municipal IDs, and also in 2014 helped win changes in a Charlotte food truck vendor ordinance that had put most immigrant vendors out of business through zoning restrictions that disproportionately affected the areas in which they operated. OTHER PROGRAM SERVICES 6: Neighborhood Quality of Life: We have fought for and won a number of neighborhood infrastructure, city service, crime and safety, and zoning improvements, and we participate in the annual city budget process to encourage investment in undeveloped, low-wealth communities. We are currently campaigning to promote mixed-use, affordable housing development along transit corridors as well as reducing blight by streamlining the process for getting abandoned housing to non-profit developers. OTHER PROGRAM SERVICES 7: Tax & Budget Reform: We have opposed drastic cuts to the social safety net, education and teacher pay, community health care and other programs and services vital to low-wealth communities. We have also promoted modernization of the state revenue system and a more progressive tax code that doesnt favor the wealthy and corporations. We have worked with partners to get thousands of people to sign petitions calling on state government to stop drastic tax cuts and other budget reductions that erode the safety net. OTHER PROGRAM SERVICES 8: Tenant Rights and Affordable Housing: We have organized in a number of apartment complexes and mobile home parks. Our numerous victories have included fines for and repair of unsafe and unsanitary conditionsmost of them in direct violation of housing codesan end to gouging in collection of water and utility bills and overcharging on rent, with substantial rebates in several instances ordered by state authorities, the prevention of disparate, abusive treatment of immigrant tenants, and change in management in complexes with longstanding problems. OTHER PROGRAM SERVICES 9: Voting Rights & Engagement: We promote non-partisan electoral participation and voter protection among traditionally disenfranchised and under-represented constituencies. We have worked on our own and with other groups to oppose racial gerrymandering, are active in North Carolinas State Voices table, have mobilized against voter suppression laws targeted at young persons, seniors, and voters of color, and challenged North Carolinas failure to meet the requirements of the National Voting Rights Act. In 2014 we knocked on over 8,000 doors and made over 7000 phone calls to increase voter participation among

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IRS990/ProgSrvcAccomActy2Grp/Desc0Education: We support keeping public money in public schools, increasing investment in public education and funding equity, putting more high-quality teachers and wrap-around services in struggling schools, and increasing greater parent and community involvement in turning around schools failing to make adequate yearly progress. In 2014 we mobilized over one hundred teachers and parents to the polls for early voting. We also developed a parent advocacy training and partnered with schools to do these trainings to help parents better understand how to get what heir children need. We have also lead a coalition in 2014 and 2015 in Durham to adopt a new code of conduct to reduce discriminatory suspensions and expulsions, and have turned supporters out for school board meetings and public hearings in support.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Voting Rights & Engagement: We promote non-partisan electoral participation and voter protection among traditionally disenfranchised and under-represented constituencies. We have worked on our own and with other groups to oppose racial gerrymandering, are active in North Carolinas State Voices table, have mobilized against voter suppression laws targeted at young persons, seniors, and voters of color, and challenged North Carolinas failure to meet the requirements of the National Voting Rights Act. In 2014 we knocked on over 8,000 doors and made over 7000 phone calls to increase voter participation among the Rising American Electorate as part of our Women Voting Our Values campaign. Going forward we will continue to work to increase infrequent voter turnout among traditionally under-represented and disenfranchised constituencies.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Gloria De Los Santos
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Spouse
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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0Gloria De Los Santos is married to Michael De Los Santos who is a curent Board member and employee of the organization. She is currently a paid employee of the organization.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Health Care: We helped organize a statewide coalition under Health Care for America Now to pass the Affordable Care Act, and have organized numerous public events since then to promote public understanding of the laws benefits and enrollment. We are fighting for Medicaid expansion in North Carolina and organized a number press events, petition deliveries, and actions at the General Assembly and governors office in 2014 in support. We have also led a coalition and organized public events to oppose cutting Medicare benefits, raising the retirement age, or changing cost-of-living-adjustment formulas that would reduce benefits. OTHER PROGRAM SERVICES 5: Immigrant Rights: In 2014 we waged a successful campaign to win volunteer privileges for undocumented parents in the Charlotte-Mecklenburg school system through a series of public hearings and community mobilization. As far as we could tell, it was the only major school system in the nation that previously had shut undocumented parents out completely from their own childrens schools. We have also helped prevent a number of unjust deportations and family separations, mobilized thousands of supporters in 2013 and 2014 in support of comprehensive immigration reform, and hundreds more so far in 2015 in opposition to North Carolinas participation in the lawsuit to undo the Presidents Executive Action to reduce deportations. In 2014 we were co-conveners of a local coalition in Charlotte to promote Municipal IDs, and also in 2014 helped win changes in a Charlotte food truck vendor ordinance that had put most immigrant vendors out of business through zoning restrictions that disproportionately affected the areas in which they operated. OTHER PROGRAM SERVICES 6: Neighborhood Quality of Life: We have fought for and won a number of neighborhood infrastructure, city service, crime and safety, and zoning improvements, and we participate in the annual city budget process to encourage investment in undeveloped, low-wealth communities. We are currently campaigning to promote mixed-use, affordable housing development along transit corridors as well as reducing blight by streamlining the process for getting abandoned housing to non-profit developers. OTHER PROGRAM SERVICES 7: Tax & Budget Reform: We have opposed drastic cuts to the social safety net, education and teacher pay, community health care and other programs and services vital to low-wealth communities. We have also promoted modernization of the state revenue system and a more progressive tax code that doesnt favor the wealthy and corporations. We have worked with partners to get thousands of people to sign petitions calling on state government to stop drastic tax cuts and other budget reductions that erode the safety net. OTHER PROGRAM SERVICES 8: Tenant Rights and Affordable Housing: We have organized in a number of apartment complexes and mobile home parks. Our numerous victories have included fines for and repair of unsafe and unsanitary conditionsmost of them in direct violation of housing codesan end to gouging in collection of water and utility bills and overcharging on rent, with substantial rebates in several instances ordered by state authorities, the prevention of disparate, abusive treatment of immigrant tenants, and change in management in complexes with longstanding problems. OTHER PROGRAM SERVICES 9: Voting Rights & Engagement: We promote non-partisan electoral participation and voter protection among traditionally disenfranchised and under-represented constituencies. We have worked on our own and with other groups to oppose racial gerrymandering, are active in North Carolinas State Voices table, have mobilized against voter suppression laws targeted at young persons, seniors, and voters of color, and challenged North Carolinas failure to meet the requirements of the National Voting Rights Act. In 2014 we knocked on over 8,000 doors and made over 7000 phone calls to increase voter participation among
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Executive Director will review and then distribute to the full board for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The three most recent Form 990s, the Bylaws, Articles of Incorporation and Conflict of Interest Policy are provided to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0mobilize support for social/econ change
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.50$0.29$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.10$0.05$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.21$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.08$0.05$0.03$0.37$0.47$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.20$0.13$0.28$0.14$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.20$0.40$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.55$0.35$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.08$0.01$1.24$1.28$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.07$0.03$1.87$1.90$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.13$0.01$1.90$1.96$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$1.26$1.14$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.02$0.02$0.40$0.49$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.01$0.11$0.20$0.10$0.10