Civic Intelligence

Actionable Insights Forum

990 • Fiscal year 2020 • EIN 81-3005993

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

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

85th percentile

0.32x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.05x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

99th percentile

$151,273

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

66%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

-1.1%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$79,215

Up $31,572 (+66%) from 2019

Net Assets

Up

$54,044

Up $54,443 (+13645%) from 2019

Liabilities

Down

$25,171

Down $22,871 (-48%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Down

$497,068

Down $5,463 (-1.1%) from 2019

Expenses

Down

$442,625

Down $37,586 (-7.8%) from 2019

Net Income

Up

$54,443

Up $32,123 (+144%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2020

Assets$79,215
Liabilities$25,171
Net Assets$54,044
Open 2020 Filing

Operations Trend

Revenue Growth75th 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

2020

Revenue$497,068
Expenses$442,625
Net Income$54,443
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.0
Gross Receipts
$497,068
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,297$67,219▲ $39,922
Loans From Officers Directors$20,000--
Land, Buildings, and Equipment, Net$8,019$6,117▼ $1,902
Intangible Assets$12,327$5,879▼ $6,448
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$47,643$79,215▲ $31,572
Other Assets Total-$0-
Liabilities
Other Liabilities-$20,832-
Accounts Payable and Accrued Expenses$28,042$4,339▼ $23,703
Total Liabilities$48,042$25,171▼ $22,871
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-399$54,044▲ $54,443
Total Net Assets Fund Balance$-399$54,044▲ $54,443
Total Liabilities and Net Assets / Fund Balance$47,643$79,215▲ $31,572

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,117$4,180$10,297
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Seth HarrisonAssoc DirectorFT$151,273$151,273

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$497,068
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$54,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$280,348
Salaries, Compensation, and Employee Benefits$162,277
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$151,273
Fees for Services Other---$89,108
Information Technology---$59,190
Travel---$24,006
Payroll Taxes---$11,004
Office Expenses---$8,746
Depreciation Depletion---$8,350
Other Expenses---$7,574
Insurance---$4,730
Fees for Services Accounting---$4,161
Occupancy---$4,000
Interest---$396
Total Functional Expenses$0$0$0$442,625
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$20,000--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PPP Loan$20,832
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
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, 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
2021-07-28
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 Appendix364 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.
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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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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,215
Liabilities
$25,171
Net assets
$54,044
Revenue
$497,068
Expenses
$442,625
Net income
$54,443
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