Civic Intelligence

Actionable Insights Forum

990 • Fiscal year 2021 • EIN 81-3005993

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

Organization Profilewww.getinsights.org

View Organization Page

6350 Yarrow Drive DCarlsbad, CA 92011

(760) 607-6988

Siviq Scores

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

Liabilities / Assets

96th percentile

0.88x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

71st percentile

0.09x

Higher debt load relative to revenue than 71% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

99th percentile

$150,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-36%

Faster asset growth than 7% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$50,316

Down $28,899 (-36%) from 2020

Net Assets

Down

$5,919

Down $48,125 (-89%) from 2020

Liabilities

Up

$44,397

Up $19,226 (+76%) from 2020

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin23rd percentile

Revenue

Down

$477,037

Down $20,031 (-4.0%) from 2020

Expenses

Up

$525,162

Up $82,537 (+19%) from 2020

Net Income

Down

-$48,125

Down $102,568 (-188%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2021

Assets$50,316
Liabilities$44,397
Net Assets$5,919
Open 2021 Filing

Operations Trend

Revenue Growth41st 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

2021

Revenue$477,037
Expenses$525,162
Net Income-$48,125
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.0
Gross Receipts
$477,037
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$67,219$45,829▼ $21,390
Intangible Assets$5,879$0▼ $5,879
Land, Buildings, and Equipment, Net$6,117$4,487▼ $1,630
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$79,215$50,316▼ $28,899
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$4,339$44,397▲ $40,058
Other Liabilities$20,832--
Total Liabilities$25,171$44,397▲ $19,226
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,044$5,919▼ $48,125
Total Net Assets Fund Balance$54,044$5,919▼ $48,125
Total Liabilities and Net Assets / Fund Balance$79,215$50,316▼ $28,899

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,487$5,810$10,297
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Seth HarrisonAssoc DirectorFT$150,000$150,000

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
$21,154
Program Service Revenue
$455,883
Investment Income
$0
Other Revenue
$0
All Other Contributions
$21,154
Change in Net Assets
$-48,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$363,860
Salaries, Compensation, and Employee Benefits$161,302
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---$150,000
Fees for Services Other---$91,542
Information Technology---$71,605
Travel---$31,149
Occupancy---$16,500
Office Expenses---$11,389
Payroll Taxes---$11,302
Depreciation Depletion---$7,509
Insurance---$5,378
Fees for Services Accounting---$3,301
Other Expenses---$907
Total Functional Expenses$0$0$0$525,162
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
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
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 D, CARLSBAD, CA 92011

Signing Officer

Name
Mark Whatley
Title
President
Signed
2022-08-31
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 Appendix352 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/TaxablePartyNotificationInd0false
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IRS990/TravelGrp/TotalAmt031149
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MARK WHATLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ACTIONABLE INSIGHTS FORUM
ReturnHeader/Filer/BusinessNameControlTxt0ACTI
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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/ReturnTs02022-08-31T13:02:19-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,316
Liabilities
$44,397
Net assets
$5,919
Revenue
$477,037
Expenses
$525,162
Net income
-$48,125
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