Civic Intelligence

Actionable Insights Forum

990EZ • Fiscal year 2018 • EIN 81-3005993

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 08, 2019

6350 YARROW DRIVE Room DCarlsbad, CA 92011

(619) 993-4018

Siviq Scores

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

Liabilities / Assets

98th percentile

1.41x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

0.53x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$76,962

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 52.4% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$55,737

No earlier filing loaded for comparison.

Net Assets

-$22,719

No earlier filing loaded for comparison.

Liabilities

$78,456

No earlier filing loaded for comparison.

Revenue

$146,988

No earlier filing loaded for comparison.

Expenses

$127,694

No earlier filing loaded for comparison.

Net Income

$19,294

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2018: $55,737Liabilities 2018: $78,456Net Assets 2018: -$22,7192018Assets 2019: $47,643Liabilities 2019: $48,042Net Assets 2019: -$3992019Assets 2020: $79,215Liabilities 2020: $25,171Net Assets 2020: $54,0442020Assets 2021: $50,316Liabilities 2021: $44,397Net Assets 2021: $5,9192021Assets 2022: $68,367Liabilities 2022: $38,907Net Assets 2022: $29,4602022Assets 2023: $215,171Liabilities 2023: $35,498Net Assets 2023: $179,6732023Assets 2024: $483,898Liabilities 2024: $294,609Net Assets 2024: $189,2892024

Highlighted filing

2018

Assets$55,737
Liabilities$78,456
Net Assets-$22,719

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $146,988Expenses 2018: $127,694Net Income 2018: $19,2942018Revenue 2019: $502,531Expenses 2019: $480,211Net Income 2019: $22,3202019Revenue 2020: $497,068Expenses 2020: $442,625Net Income 2020: $54,4432020Revenue 2021: $477,037Expenses 2021: $525,162Net Income 2021: -$48,1252021Revenue 2022: $517,536Expenses 2022: $493,995Net Income 2022: $23,5412022Revenue 2023: $969,683Expenses 2023: $819,470Net Income 2023: $150,2132023Revenue 2024: $1,315,777Expenses 2024: $1,306,161Net Income 2024: $9,6162024

Highlighted filing

2018

Revenue$146,988
Expenses$127,694
Net Income$19,294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 8, 2019
Return Version
2018v3.1
Gross Receipts
$146,988
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Program Services

DescriptionGrantsExpenses
ACTIONABLE INSIGHTS CONTINUED TO SERVE THE RESTORATION INDUSTRY IN AN EFFORT TO ALLEVIATE THE FRICTION AND CONFLICT THAT CURRENTLY PLAGUES THE PROPERTY CLAIMS SETTLEMENT PROCESS. BASED ON EVENT ATTENDANCE, ACTIONABLE INSIGHTS WAS--
ABLE TO HELP THOUSANDS OF INDUSTRY PEERS UNDERSTAND AND MASTER THE CLAIMS SETTLEMENT PROCESS IN 2018.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SETH HARRISONAssoc DirectorFT$76,962-$76,962
MARK WHATLEYPresidentPT$0--
BRUCE ROSENBLATTTreasurer-$0--
TOM MATRONEDirector-$0--
JANET WATKINSDirector-$0--
KENNETH DONAKEYDirector-$0--
TIM VANDEN HEUVELDirector-$0--
SCOTT BLACKDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Actionable Insights Forum
EIN
81-3005993
Phone
6199934018
Address
6350 YARROW DRIVE Room D, CARLSBAD, CA 92011

Signing Officer

Name
Mark Whatley
Title
President
Signed
2019-08-08
Discuss with paid preparer
Yes

Preparer

Firm
SECHLER MORGAN CPAs PLLC
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 13,618

Form 990-EZ, Part I, Line 16, Other Expenses

Meals and entertainment 418

Form 990-EZ, Part I, Line 16, Other Expenses

Conferences, conventions, and meetings 9,551

Form 990-EZ, Part I, Line 16, Other Expenses

Amortization 537

Form 990-EZ, Part I, Line 16, Other Expenses

Depreciation 741

Form 990-EZ, Part I, Line 16, Other Expenses

Software and computer expenses 7,351

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising 3,878

Form 990-EZ, Part I, Line 16, Other Expenses

Bank and merchant fees 2,539

Form 990-EZ, Part I, Line 16, Other Expenses

Office expenses 2,086

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 635

Form 990-EZ, Part II, Line 24, Other Assets

Net Fixed Assets Beginning of year 736, End of year 2,229

Form 990-EZ, Part II, Line 24, Other Assets

Net Intangible Assets Beginning of year 0, End of year 18,807

Form 990-EZ, Part II, Line 26, Liabilities

Credit Cards Payable Beginning of year 5,298, End of year 16,356

Form 990-EZ, Part II, Line 26, Liabilities

Loans Payable Beginning of year 52,100, End of year 62,100

Raw XML Appendix174 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014649
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034701
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt776962
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK WHATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE ROSENBLATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TOM MATRONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JANET WATKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KENNETH DONAKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM VANDEN HEUVEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SCOTT BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SETH HARRISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSOC DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0736
IRS990EZ/OtherAssetsTotalDetail/EOYAmt021036
IRS990EZ/OtherExpensesTotalAmt041354
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To preserve the health of the restoration ecosystem.
IRS990EZ/ProgramServiceRevenueAmt0119007
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ABLE TO HELP THOUSANDS OF INDUSTRY PEERS UNDERSTAND AND MASTER THE CLAIMS SETTLEMENT PROCESS IN 2018.
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IRS990EZ/SubjectToProxyTaxInd0true
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IRS990EZ/TotalRevenueAmt0146988
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.GETINSIGHTS.ORG
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt012100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt012100
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt120000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BRUCE ROSENBLATT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1MARK WHATLEY
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt032100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 13,618
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, conventions, and meetings 9,551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Amortization 537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 741
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Software and computer expenses 7,351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising 3,878
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank and merchant fees 2,539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Office expenses 2,086
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Insurance 635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Net Fixed Assets Beginning of year 736, End of year 2,229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Net Intangible Assets Beginning of year 0, End of year 18,807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Credit Cards Payable Beginning of year 5,298, End of year 16,356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Loans Payable Beginning of year 52,100, End of year 62,100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTIONABLE INSIGHTS FORUM
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0813005993
ReturnHeader/Filer/PhoneNum06199934018
ReturnHeader/Filer/USAddress/AddressLine1Txt06350 YARROW DRIVE Room D
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092011
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07EBFD3B57355AB743E681E8A85AC220B216FC4D9
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.226.18.216
ReturnHeader/FilingSecurityInformation/IPDt02019-08-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm014:54:07
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02019-08-13T08:02:09-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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