Civic Intelligence

Actionable Insights Forum

990 • Fiscal year 2019 • EIN 81-3005993

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 03, 2020

Organization Profilewww.getinsights.org

View Organization Page

6350 Yarrow DriveCarlsbad, CA 92011

(760) 607-6988

Siviq Scores

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

Liabilities / Assets

97th percentile

1.01x

Higher debt load relative to assets than 97% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.10x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Net Margin

52nd percentile

4.4%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

76th percentile

$114,963

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2019

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

242%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$47,643

Down $8,094 (-15%) from 2018

Net Assets

Up

-$399

Up $22,320 (+98%) from 2018

Liabilities

Down

$48,042

Down $30,414 (-39%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin52nd percentile

Revenue

Up

$502,531

Up $355,543 (+242%) from 2018

Expenses

Up

$480,211

Up $352,517 (+276%) from 2018

Net Income

Up

$22,320

Up $3,026 (+16%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2019

Assets$47,643
Liabilities$48,042
Net Assets-$399
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

2019

Revenue$502,531
Expenses$480,211
Net Income$22,320
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 3, 2020
Return Version
2019v5.0
Gross Receipts
$502,531
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$34,701$27,297▼ $7,404
Loans From Officers Directors$32,100$20,000▼ $12,100
Intangible Assets$18,807$12,327▼ $6,480
Land, Buildings, and Equipment, Net$2,229$8,019▲ $5,790
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$55,737$47,643▼ $8,094
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$30,000--
Accounts Payable and Accrued Expenses$16,356$28,042▲ $11,686
Total Liabilities$78,456$48,042▼ $30,414
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-22,719$-399▲ $22,320
Total Net Assets Fund Balance$-22,719$-399▲ $22,320
Total Liabilities and Net Assets / Fund Balance$55,737$47,643▼ $8,094

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,019$2,278$10,297
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Seth HarrisonAssoc DirectorFT$114,963$114,963

Board Members and Trustees

NameTitle
Mark WhatleyPresident
Cynthia ParrisDirector
Janet WatkinsDirector
Kenneth DonakeyDirector
Scott BlackDirector
Tim Vanden HeuvelDirector
Tom MatroneDirector
Bruce RosenblattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$502,531
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$22,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$353,109
Salaries, Compensation, and Employee Benefits$123,012
Grants and Similar Amounts Paid$4,090
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$114,963
Fees for Services Other---$78,270
Travel---$73,046
Information Technology---$51,995
Advertising---$32,142
Payroll Taxes---$8,049
Depreciation Depletion---$7,220
Office Expenses---$7,094
Other Expenses---$4,563
Grants to Domestic Orgs---$4,090
Fees for Services Accounting---$3,731
Interest---$2,652
Insurance---$1,080
All Other Expenses---$807
Total Functional Expenses$0$0$0$480,211
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark WhatleyPresidentConsulting FeesNo$9,540

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$32,100$20,000▼ $12,100
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Line 11B: Form 990 Review Process

“Draft of form 990 is reviewed and approved by the governing board. Final filing copy of tax return is provided to all board members before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members, committee members, key employees and volunteers are required to disclose any conflicts of interest and sign a conflict of interest policy annually. The governing board monitors conflicts and votes on resolution.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The associate director's salary is determined based on comparable compensation data. The governing board reviews and approves compensation.”

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

“Documents subject to public disclosure are available upon request.”

Filing and Contact Details

Filer

Filer Name
Actionable Insights Forum
EIN
81-3005993
Phone
7606076988
Address
6350 YARROW DRIVE, CARLSBAD, CA 92011

Signing Officer

Name
Mark Whatley
Title
President
Signed
2020-09-03
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
8

Preparer

Firm
Polito Eppich Associates LLP
Address
100 E San Marcos Blvd 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
Raw XML Appendix371 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE GOVERNING BOARD. FINAL FILING COPY OF TAX RETURN IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS, COMMITTEE MEMBERS, KEY EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE GOVERNING BOARD MONITORS CONFLICTS AND VOTES ON RESOLUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATE DIRECTOR'S SALARY IS DETERMINED BASED ON COMPARABLE COMPENSATION DATA. THE GOVERNING BOARD REVIEWS AND APPROVES COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd092011
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IRS990/WebsiteAddressTxt0www.getinsights.org
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ReturnHeader/BuildTS02020-11-19 02:30:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTIONABLE INSIGHTS FORUM
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
ReturnHeader/Filer/EIN0813005993
ReturnHeader/Filer/PhoneNum07606076988
ReturnHeader/Filer/USAddress/AddressLine1Txt06350 YARROW DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320076871
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Polito Eppich Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E San Marcos Blvd 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092069
ReturnHeader/PreparerPersonGrp/PhoneNum07605999900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA M DORSETT
ReturnHeader/ReturnTs02020-09-03T16:06:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,643
Liabilities
$48,042
Net assets
-$399
Revenue
$502,531
Expenses
$480,211
Net income
$22,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.29$0.19$1.32$1.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$0.97$0.82$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.04$0.03$0.52$0.49$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.04$0.01$0.48$0.53$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.03$0.05$0.50$0.44$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.00$0.50$0.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.08$0.02$0.15$0.13$0.02