The Volcker Alliance

State Budget Sources
An Annotated Guide to State Budgets, Financial Reports, and Fiscal Analyses

North Carolina

This information is an updated excerpt from State Budget Sources: An Annotated Guide to State Budgets, Financial Reports, and Fiscal Analyses, a resource published by the Volcker Alliance designed to help public officials, policy advocates, journalists, academics, and concerned citizens fully understand the critical fiscal decisions that governors and legislators must make. The guide includes links to budgets for this state as well as legislative analyses of budget bills and treasurers’ or comptrollers’ monthly state cash-flow statements; capital spending plans; reports on public-worker pension funding and returns; and reports by local and national fiscal research organizations, bond rating firms, and associations of state fiscal and finance officials.

Executive and Other Constitutional Finance Offices

Governor’s Office

https://governor.nc.gov/

Office of State Budget and Management (OSBM)

Budget, management, demographic, and economic information and analysis.
http://www.osbm.nc.gov

OSBM Library

Key current and past budget documents, including manuals and memos; statistical and other reports; and management studies.
http://www.osbm.nc.gov/library

OSBM: Revenue Forecasting

http://www.osbm.nc.gov/budget/revenue-forecasting

Office of the State Controller

https://www.osc.nc.gov/

NC Open Budget

Transparency site with budget, tax expenditure, contract, and other fiscal information.
https://www.nc.gov/government/open-budget

State Treasurer

Fiscal adviser to state and local governments; investments, cash, and debt management.
https://www.nctreasurer.com/Pages/default.aspx

State Treasurer: Department Reports

Treasurer’s annual reports, investment performance reports.
https://www.nctreasurer.com/Inside-The-Department/OpenGovernment/Pages/Annual-Re…

State Treasurer: Debt Management

https://www.nctreasurer.com/slg/Pages/State-Debt.aspx

State Treasurer: Investment Management

https://www.nctreasurer.com/inv/Pages/default.aspx

State Treasurer: Retirement System Reports and Studies

https://www.nctreasurer.com/Retirement-and-Savings/Managing-My-Retirement/Pages/…

Office of the State Auditor

Financial, performance, and information technology audits and investigative reports.
http://www.ncauditor.net/pub42

Legislative Offices and Other Resources

Fiscal Research Division

Current budget information, revenue updates, and general statistics; archive of budget summaries.
http://www.ncleg.net/FiscalResearch

Fiscal Research Division: Annual Budget Summaries

http://www.ncleg.net/FiscalResearch/budget_summaries/budget_summaries.html

Fiscal Research Division: Fiscal Briefs and Reports

http://www.ncleg.net/FiscalResearch/fiscal_briefs/fiscal_briefs.html

Program Evaluation Division

Primarily management and performance evaluations; some work relates to funding policies, the retirement system, or other fiscal issues.
http://www.ncleg.net/PED/index.html

Nongovernmental Organizations

Civitas Institute

Budget and tax coverage; part of the State Policy Network of state-focused, free market-oriented think tanks.
https://www.nccivitas.org

Institute for Emerging Issues, North Carolina State University

Public policy organization that focuses on collaborative work across “sectors, regions and perspectives.” Issues include the economy and tax reform.
https://iei.ncsu.edu

North Carolina Justice Center

Budget and tax information; part of the State Priorities Partnership, a network of state organizations coordinated by the Center on Budget and Policy Priorities.
http://www.ncjustice.org

North Carolina Justice Center: Budget and Tax Center

http://www.ncjustice.org/
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