Nonprofit · EIN 81-3005993
ACTIONABLE INSIGHTS FORUM
Tax-exempt · CARLSBAD, CA 92008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,466,745 | $1,561,005 | -$94,260 | $344,009 | $248,980 | $95,029 |
| December 31, 2024 | 990 | $1,315,777 | $1,306,161 | $9,616 | $483,898 | $294,609 | $189,289 |
| December 31, 2023 | 990 | $969,683 | $819,470 | $150,213 | $215,171 | $35,498 | $179,673 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $21
- Program service revenue
- $1,429,267
- Investment income
- $757
- Other revenue
- $36,700
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $66,054
- Other salaries and wages
- $518,406
- Salaries, compensation and benefits (total)
- $678,426
- Professional fundraising fees
- $0
- Legal fees
- $5,935
- Accounting fees
- $38,963
- Occupancy
- $69,202
- Travel
- $83,447
- Depreciation
- $5,688
Balance sheet and other
- Total assets, start of year
- $483,898
- Total assets, end of year
- $344,009
- Total liabilities, end of year
- $248,980
- Net assets, end of year
- $95,029
- Land, buildings and equipment
- $20,288
- Net assets without donor restrictions
- $95,029
- Gross receipts
- $1,466,745
- Employees
- 6
- Volunteers
- 6
- Year formed
- 2016
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK WHATLEY | President Trustee or director, Officer | 0 | $0 | $174,000 | $0 |
| SETH HARRISON | EXEC DIRECTOR Officer | 40 | $64,352 | $0 | $1,702 |
| BRUCE ROSENBLATT | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TOM MATRONE | Director Trustee or director | 1 | $0 | $0 | $0 |
| KURT FAIRLESS | Director Trustee or director | 1 | $0 | $0 | $0 |
| TIM VANDEN HEUVEL | Director Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT BLACK | Director Trustee or director | 1 | $0 | $0 | $0 |
| CYNTHIA PARRIS | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SETH HARRISON | EXEC DIRECTOR Officer | 40 | $180,528 | $8,529 |
| MARK WHATLEY | President Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE ROSENBLATT | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TOM MATRONE | Director Trustee or director | 1 | $0 | $0 |
| KURT FAIRLESS | Director Trustee or director | 1 | $0 | $0 |
| BRAD CLEAR | Director Trustee or director | 1 | $0 | $0 |
| TIM VANDEN HEUVEL | Director Trustee or director | 1 | $0 | $0 |
| SCOTT BLACK | Director Trustee or director | 1 | $0 | $0 |
| CYNTHIA PARRIS | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SETH HARRISON | EXEC DIRECTOR Officer | 40 | $156,646 | $5,043 |
| MARK WHATLEY | President Trustee or director, Officer | 1 | $0 | $0 |
| BRUCE ROSENBLATT | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TOM MATRONE | Director Trustee or director | 1 | $0 | $0 |
| KURT FAIRLESS | Director Trustee or director | 1 | $0 | $0 |
| KENNETH DONAKEY | Director Trustee or director | 1 | $0 | $0 |
| TIM VANDEN HEUVEL | Director Trustee or director | 1 | $0 | $0 |
| SCOTT BLACK | Director Trustee or director | 1 | $0 | $0 |
| CYNTHIA PARRIS | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5962 LA PLACE CT STE 130, CARLSBAD, CA 92008-8807
- In care of
- % MARK J WHATLEY
- Mailing address (990-N for 2017)
- 6350 YARROW DRIVE Apt D, CARLSBAD CA 92011
- Principal officer (990-N for 2017)
- SETH HARRISON, 6350 YARROW DRIVE Room/Suite D, CARLSBAD CA 92011
- Signed the 990
- MARK WHATLEY, President
- Phone
- (760) 607-6988
- Website
- www.getinsights.org
- Return prepared by
- Magnus Blue LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-3005993 or by the name ACTIONABLE INSIGHTS FORUM.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ACTIONABLE INSIGHTS PRESERVES THE HEALTH OF THE RESTORATION ECOSYSTEM BY EQUIPPING ITS MEMBERSHIP OF RESTORERS, AND PROPERTY INSURANCE PROFESSIONALS WITH THE TRAINING, TOOLS, AND STANDARDS ACCORDING TO THE DEMANDS OF A RAPIDLY EVOLVING INDUSTRY.
Program accomplishments
- Actionable experienced a building year. Membership revenues were down and Actionable has been adding new membership at the same rate we have been losing them due to churn. The membership resources team is striving to deliver a stickier membership offering. Actionable is poised for a better 2026 and remains excited about 2027. The broader property insurance ecosystem is sick thanks to legislation akin to insurance bill 103 (1987). Actionable is weathering the storm and once things return to normalcy, Actionable is poised to grow. That said, Actionable was hugely impactful in helping reduce claims friction within the Xactimate centric estimating environment so that is work to be proud of.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-3005993
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S40)
- Assets (IRS master file)
- $344,009
- Income (IRS master file)
- $1,466,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,466,745 | $1,561,005 | $344,009 | IRS |
| 990 | December 2024 | $1,315,777 | $1,306,161 | $483,898 | XML |
| 990 | December 2023 | $969,683 | $819,470 | $215,171 | XML |
| 990 | December 2022 | $517,536 | $493,995 | $68,367 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: SETH HARRISON | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3005993).
Questions about ACTIONABLE INSIGHTS FORUM
- What is the EIN of ACTIONABLE INSIGHTS FORUM?
- The employer identification number (EIN) of ACTIONABLE INSIGHTS FORUM is 81-3005993.
- Is ACTIONABLE INSIGHTS FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2016.
- Are donations to ACTIONABLE INSIGHTS FORUM tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ACTIONABLE INSIGHTS FORUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ACTIONABLE INSIGHTS FORUM due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ACTIONABLE INSIGHTS FORUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ACTIONABLE INSIGHTS FORUM?
- The 990-N for 2017 names SETH HARRISON.
- Who are the officers and directors of ACTIONABLE INSIGHTS FORUM?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization.
- How much revenue does ACTIONABLE INSIGHTS FORUM have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,466,745, expenses of $1,561,005 and total assets of $344,009 at year end.
Other nonprofits in CARLSBAD
- WORLD AVOCADO ORGANIZATION EIN 81-1506510 · last filed 990 for 2024
- RENAISSANCE-LA JOLLA COMMUNITY ASSOCIATION EIN 33-0398758 · last filed 990 for 2025
- THAT FLOWER FEELING FOUNDATION EIN 88-3012264 · last filed 990 for 2025
- AMERICAN PRODUCTION INVENTORY CONTROL SOCIETY EIN 95-3658321 · last filed 990 for 2024
- NSDREI ASSOCIATION INC EIN 20-4007180 · last filed 990-EZ for 2025
- ELPAKABRAND INC EIN 33-1276912 · last filed 990-N for 2025
- CITIZENS FOR A FRIENDLY AIRPORT EIN 82-3336062 · last filed 990-N for 2025
- SOULFAS OUTREACH EIN 93-2230935 · last filed 990-N for 2025
All nonprofits in CARLSBAD · California · Community improvement and capacity building