ACTIONABLE INSIGHTS FORUM

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

7606076988

Tax Period

2025-01-01 to 2025-12-31

ACTIONABLE INSIGHTS FORUM, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion.

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 Service Accomplishments

Program 1

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $21

Program Service Revenue $1,429,267

Investment Income $757

Other Revenue $36,700

TOTAL REVENUE $1,466,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $678,426

Fundraising Expenses $0

Other Expenses $882,579

TOTAL EXPENSES $1,561,005

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,466,745	$1,315,777	+0.1%
Expenses	$1,561,005	$1,306,161	+0.2%
Net Income	$-94,260	$9,616	-10.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$240,054

Total Directors

$174,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK WHATLEY	President	0.00	Officer Director	$0	$0	$174,000
SETH HARRISON	EXEC DIRECTOR	40.00	Officer	$64,352	$1,702	$66,054
BRUCE ROSENBLATT	Treasurer	1.00	Officer Director	$0	$0	$0
TOM MATRONE	Director	1.00	Director	$0	$0	$0
KURT FAIRLESS	Director	1.00	Director	$0	$0	$0
TIM VANDEN HEUVEL	Director	1.00	Director	$0	$0	$0
SCOTT BLACK	Director	1.00	Director	$0	$0	$0
CYNTHIA PARRIS	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,466,745	$1,561,005	$344,009	$-94,260
2024	No data	No data	No data	No data
2023	$969,683	$819,470	$215,171	$150,213
2022	$517,536	$493,995	$68,367	$23,541
2021	$477,037	$525,162	$50,316	$-48,125
2020	$497,068	$442,625	$79,215	$54,443
2019	$502,531	$480,211	$47,643	$22,320