Civic Intelligence

Actionable Insights Forum

990 • Fiscal year 2023 • EIN 81-3005993

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 09, 2024

Organization Profilewww.getinsights.org

View Organization Page

5962 LA Place CT 130Carlsbad, CA 92008

(760) 607-6988

Siviq Scores

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

Liabilities / Assets

66th percentile

0.16x

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

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

47th percentile

0.04x

Higher debt load relative to revenue than 47% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$161,689

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

99th percentile

215%

Faster asset growth than 99% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

87%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$215,171

Up $146,804 (+215%) from 2022

Net Assets

Up

$179,673

Up $150,213 (+510%) from 2022

Liabilities

Down

$35,498

Down $3,409 (-8.8%) from 2022

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin77th percentile

Revenue

Up

$969,683

Up $452,147 (+87%) from 2022

Expenses

Up

$819,470

Up $325,475 (+66%) from 2022

Net Income

Up

$150,213

Up $126,672 (+538%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2023

Assets$215,171
Liabilities$35,498
Net Assets$179,673
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$969,683
Expenses$819,470
Net Income$150,213
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 9, 2024
Return Version
2023v5.1
Gross Receipts
$969,683
Mission and Program Overview

Mission

To preserve the health of the restoration ecosystem.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$115,605-
Cash and Non-Interest-Bearing Accounts$61,121$72,030▲ $10,909
Land, Buildings, and Equipment, Net$7,246$16,153▲ $8,907
Prepaid Expenses and Deferred Charges-$1,831-
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-
Total Assets$68,367$215,171▲ $146,804
Other Assets Total-$9,552-
Liabilities
Accounts Payable and Accrued Expenses$38,907$35,498▼ $3,409
Total Liabilities$38,907$35,498▼ $3,409
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,460$179,673▲ $150,213
Total Net Assets Fund Balance$29,460$179,673▲ $150,213
Total Liabilities and Net Assets / Fund Balance$68,367$215,171▲ $146,804

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,153$11,162$27,315
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seth HarrisonExec DirectorFT$156,646$5,043$161,689

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$968,705
Investment Income
$605
Other Revenue
$373
Change in Net Assets
$150,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$439,805
Salaries, Compensation, and Employee Benefits$379,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$178,027
Current Officers, Directors, Trustees, and Key Employees---$161,689
Advertising---$135,548
Information Technology---$41,647
Travel---$36,802
Conferences and Meetings---$36,600
Payroll Taxes---$26,071
Occupancy---$19,080
All Other Expenses---$11,923
Fees for Services Management---$11,618
Pension Plan Contributions---$7,574
Office Expenses---$6,857
Other Employee Benefits---$6,304
Insurance---$5,997
Other Expenses---$4,257
Fees for Services Other---$4,055
Depreciation Depletion---$3,198
Fees for Services Accounting---$1,100
Total Functional Expenses$0$0$0$819,470
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 Whatley35% OWNED ENTITYMarketing ServicesNo$69,886
Mark Whatley35% OWNED ENTITYSubleaseNo$19,080
Mark Whatley35% OWNED ENTITYManagement FeesNo$11,618

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
Yes
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
5962 LA PLACE CT 130, CARLSBAD, CA 92008

Signing Officer

Name
Mark Whatley
Title
President
Signed
2024-07-09
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
8

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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARK WHATLEY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2MARK WHATLEY
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt135% OWNED ENTITY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt235% OWNED ENTITY
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt111618
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt219080
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MARKETING SERVICES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1MANAGEMENT FEES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SUBLEASE
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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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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0DIGITAL MARKETING
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt035498
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0179673
IRS990/TotalOtherCompensationAmt05043
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0968705
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0969683
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215171
IRS990/TravelGrp/TotalAmt036802
IRS990/TypeOfOrganizationCorpInd0X
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,171
Liabilities
$35,498
Net assets
$179,673
Revenue
$969,683
Expenses
$819,470
Net income
$150,213
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