ACTIONABLE INSIGHTS FORUM: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ACTIONABLE INSIGHTS FORUM (EIN 81-3005993)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-13
- IRS object ID
- 201912259349200116
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T08:02:09-00:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECHLER MORGAN CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2418 W BARROW DRIVE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813005993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTIONABLE INSIGHTS FORUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTI | BusinessNameControlTxt |
| Phone | 6199934018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6350 YARROW DRIVE Room D | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WHATLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2019-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTINA MORGAN CPA | PreparerPersonNm |
| Phone | 6022302700 | PhoneNum |
| Preparation | 2019-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.226.18.216 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-13 | IPDt |
| IP Tm | 14:54:07 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EBFD3B57355AB743E681E8A85AC220B216FC4D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62E43348EE3C7DAB2011D4FB068CA8D1BCB2AB31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.GETINSIGHTS.ORG | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $146,988 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,684 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $119,007 | ProgramServiceRevenueAmt |
| Membership Dues | $26,297 | MembershipDuesAmt |
| Total Revenue | $146,988 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $83,284 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $3,056 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $41,354 | OtherExpensesTotalAmt |
| Total Expenses | $127,694 | TotalExpensesAmt |
| Excess Or Deficit For Year | $19,294 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$42,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$22,719 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,649 | BOYAmt |
| EOY | $34,701 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736 | BOYAmt |
| EOY | $21,036 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,385 | BOYAmt |
| EOY | $55,737 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,398 | BOYAmt |
| EOY | $78,456 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$42,013 | BOYAmt |
| EOY | -$22,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To preserve the health of the restoration ecosystem. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt |
|---|
| ACTIONABLE INSIGHTS CONTINUED TO SERVE THE RESTORATION INDUSTRY IN AN EFFORT TO ALLEVIATE THE FRICTION AND CONFLICT THAT CURRENTLY PLAGUES THE PROPERTY CLAIMS SETTLEMENT PROCESS. BASED ON EVENT ATTENDANCE, ACTIONABLE INSIGHTS WAS |
| ABLE TO HELP THOUSANDS OF INDUSTRY PEERS UNDERSTAND AND MASTER THE CLAIMS SETTLEMENT PROCESS IN 2018. |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARK WHATLEY | ||
| PRESIDENT | 010.00 | $0 |
| BRUCE ROSENBLATT | ||
| TREASURER | 001.00 | $0 |
| TOM MATRONE | ||
| DIRECTOR | 001.00 | $0 |
| JANET WATKINS | ||
| DIRECTOR | 001.00 | $0 |
| KENNETH DONAKEY | ||
| DIRECTOR | 001.00 | $0 |
| TIM VANDEN HEUVEL | ||
| DIRECTOR | 001.00 | $0 |
| SCOTT BLACK | ||
| DIRECTOR | 001.00 | $0 |
| SETH HARRISON | ||
| ASSOC DIRECTOR | 040.00 | $76,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | Yes (true) | MadeLoansToFromOfficersInd |
| Loans To From Officers | $32,100 | LoansToFromOfficersAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE HALLNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6350 YARROW DR STE D | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6199934018 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | false | FiledScheduleAInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| BRUCE ROSENBLATT | |||||||
| TREASURER | OPERATIONS | Yes (X) | $12,100 | $12,100 | false | Yes (true) | Yes (true) |
| MARK WHATLEY | |||||||
| PRESIDENT | OPERATIONS | Yes (X) | $20,000 | $20,000 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $32,100 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 16, Other Expenses | Travel 13,618 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Meals and entertainment 418 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Conferences, conventions, and meetings 9,551 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Amortization 537 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Depreciation 741 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Software and computer expenses 7,351 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Advertising 3,878 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Bank and merchant fees 2,539 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Office expenses 2,086 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Insurance 635 |
| Form 990-EZ, Part II, Line 24, Other Assets | Net Fixed Assets Beginning of year 736, End of year 2,229 |
| Form 990-EZ, Part II, Line 24, Other Assets | Net Intangible Assets Beginning of year 0, End of year 18,807 |
| Form 990-EZ, Part II, Line 26, Liabilities | Credit Cards Payable Beginning of year 5,298, End of year 16,356 |
| Form 990-EZ, Part II, Line 26, Liabilities | Loans Payable Beginning of year 52,100, End of year 62,100 |