Civic Intelligence

Actionable Insights Forum

990 • Fiscal year 2022 • EIN 81-3005993

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profilewww.getinsights.org

View Organization Page

1825 Aston Avenue BCarlsbad, CA 92008

(760) 607-6988

Siviq Scores

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

Liabilities / Assets

91st percentile

0.57x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.08x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

49th percentile

4.5%

Higher net margin than 49% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$150,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

89th percentile

36%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

46th percentile

8.5%

Faster revenue growth than 46% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$68,367

Up $18,051 (+36%) from 2021

Net Assets

Up

$29,460

Up $23,541 (+398%) from 2021

Liabilities

Down

$38,907

Down $5,490 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin49th percentile

Revenue

Up

$517,536

Up $40,499 (+8.5%) from 2021

Expenses

Down

$493,995

Down $31,167 (-5.9%) from 2021

Net Income

Up

$23,541

Up $71,666 (+149%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2022

Assets$68,367
Liabilities$38,907
Net Assets$29,460
Open 2022 Filing

Operations Trend

Revenue Growth46th 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

2022

Revenue$517,536
Expenses$493,995
Net Income$23,541
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$517,536
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$45,829$61,121▲ $15,292
Land, Buildings, and Equipment, Net$4,487$7,246▲ $2,759
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$50,316$68,367▲ $18,051
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$44,397$38,907▼ $5,490
Total Liabilities$44,397$38,907▼ $5,490
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,919$29,460▲ $23,541
Total Net Assets Fund Balance$5,919$29,460▲ $23,541
Total Liabilities and Net Assets / Fund Balance$50,316$68,367▲ $18,051

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,246$7,964$15,210
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

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

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$724
Program Service Revenue
$516,812
Investment Income
$0
Other Revenue
$0
All Other Contributions
$724
Change in Net Assets
$23,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$332,545
Salaries, Compensation, and Employee Benefits$161,450
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---$95,981
Information Technology---$52,249
Occupancy---$18,225
Travel---$13,501
Payroll Taxes---$11,450
All Other Expenses---$6,814
Insurance---$5,135
Office Expenses---$3,491
Fees for Services Accounting---$2,750
Other Expenses---$2,492
Depreciation Depletion---$2,154
Total Functional Expenses$0$0$0$493,995
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section B, Line 15A

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

Form 990, Part VI, Section C, Line 19

“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
1825 ASTON AVENUE B, CARLSBAD, CA 92008

Signing Officer

Name
Mark Whatley
Title
President
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
9

Preparer

Firm
Magnus Blue LLP
Address
100 E San Marcos Blvd Ste 100, San Marcos, CA 92069
Preparer
Jessica M Dorsett
Phone
7605999900
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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 EXECUTIVE 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, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E San Marcos Blvd Ste 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
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ReturnHeader/PreparerPersonGrp/PhoneNum07605999900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA M DORSETT
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ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,367
Liabilities
$38,907
Net assets
$29,460
Revenue
$517,536
Expenses
$493,995
Net income
$23,541
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