Invest Southwest

990EZ • Fiscal year 2013 • EIN 20-5620056

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 20, 2014

Organization Profile investsouthwest.org

5050 North 40th StreetSuite 31085018

(614) 221-1077

Siviq Scores

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

0.74x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Higher top officer pay than 67% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

280%

Faster asset growth than 98% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

-100%

Faster revenue growth than 1% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets94th percentile

Assets

$423,206

Up $311,947 (+280%) from 2012

Net Assets

Flat

$108,446

Flat from 2012

Liabilities

$314,760

Up $311,947 (+11089%) from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

Down

Down $174,932 (-100%) from 2012

Expenses

Down

Down $165,722 (-100%) from 2012

Net Income

Down

Down $9,210 (-100%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$423,206

Liabilities$314,760

Net Assets$108,446

Open 2013 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$0

Expenses$0

Net Income$0

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Nov 20, 2014
Return Version: 2013v3.0
Gross Receipts: $0

Mission and Program Overview

Mission

Promotion of small business

Program Services

Description	Grants	Expenses
No program accomplishments were achieved in 2013.	$0	$0

Compensation and Service Providers

Top Officer Pay67th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
David Bittner	Treasurer	-	$0	-	-
Tom Curzon	Board Member	-	$0	-	-
Stephanie Song	Board Member	-	$0	-	-
Brian Smith	Board Member	-	$0	-	-
Jonathan Curry	Board Member	-	$0	-	-

Filing and Contact Details

Filer

EIN: 20-5620056
Phone: 6142211077

Signing Officer

Name: David Bittner
Title: Tresurer
Phone: 6024951077
Signed: 2014-11-20

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part II, Line 24

“Accounts Receivable and Prepaid Expenses”

Form 990-EZ, Part II, Line 26

“Accounts payable, credit card payable, deferred revenue”

Raw XML Appendix130 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	0
IRS990EZ/BooksInCareOfDetail/PersonNm	0	Sarah MacKenzie
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6142211077
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	330 West Spring Street
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2	0	Suite 205
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Columbus
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	43215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	104259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	52417
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	0
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	0
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	0
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form1120PolFiledInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	111259
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	423206
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GamingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	0
IRS990EZ/GrossSalesOfInventoryAmt	0	0
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	0
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	108446
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	108446
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	108446
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	108446
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	David Bittner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	Tom Curzon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	Stephanie Song
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	Brian Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	Jonathan Curry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	Board Member
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	7000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	370789
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	0
IRS990EZ/OtherRevenueTotalAmt	0	0
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	Promotion of small business
IRS990EZ/PrintingPublicationsPostageAmt	0	0
IRS990EZ/ProgramServiceRevenueAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	No program accomplishments were achieved in 2013.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	0
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	2813
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	314760
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	0
IRS990EZ/TotalProgramServiceExpensesAmt	0	0
IRS990EZ/TotalRevenueAmt	0	0
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TypeOfOrganizationCorpInd	0	X
IRS990EZ/WebsiteAddressTxt	0	http://investsouthwest.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Accounts Receivable and Prepaid Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Accounts payable, credit card payable, deferred revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt	0	In 2012 our board of directors decided to move our conference from late fall to early spring in an effort to improve attendance. By making this decision we did not have a conference in 2013 and thus no activity as the conference is our focus. For 2013 our organization was dormant. Without activity I didn't think we needed to file 990 return or an extension. I updated our internal finance procedures to reflect this fact and assure you that we will not be late again in the future.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	David Bittner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Tresurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6024951077
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	Invest Southwest
ReturnHeader/Filer/BusinessNameControlTxt	0	INVE
ReturnHeader/Filer/EIN	0	205620056
ReturnHeader/Filer/PhoneNum	0	6142211077
ReturnHeader/Filer/USAddress/AddressLine1	0	5050 North 40th Street
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite 310
ReturnHeader/Filer/USAddress/City	0	Phoenix
ReturnHeader/Filer/USAddress/State	0	AZ
ReturnHeader/Filer/USAddress/ZIPCode	0	85018
ReturnHeader/ReturnTs	0	2014-11-25T08:51:40-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $423,206
Liabilities: $314,760
Net assets: $108,446
Revenue: $0
Expenses: $0
Net income: $0

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.72	$1.53	$1.20	$3.05	$3.43	$0.38
2023Detailed filing. Detailed filing data is available for this year.	$1.95	$0.37	$1.58	$2.63	$3.29	$0.66
2022Detailed filing. Detailed filing data is available for this year.	$3.47	$1.23	$2.23	$3.47	$2.84	$0.63
2021Detailed filing. Detailed filing data is available for this year.	$3.66	$2.05	$1.61	$2.68	$2.49	$0.19
2020Detailed filing. Detailed filing data is available for this year.	$1.62	$0.21	$1.42	$2.54	$2.15	$0.39
2019Detailed filing. Detailed filing data is available for this year.	$2.98	$1.95	$1.03	$2.81	$2.81	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$2.65	$2.21	$0.44	$3.50	$3.77	$0.27
2016Detailed filing. Detailed filing data is available for this year.	$3.52	$2.81	$0.71	$4.24	$4.77	$0.54
2015Detailed filing. Detailed filing data is available for this year.	$4.51	$3.27	$1.25	$4.07	$4.60	$0.53
2014Detailed filing. Detailed filing data is available for this year.	$4.22	$2.44	$1.78	$3.87	$3.18	$0.69
2013Detailed filing. Detailed filing data is available for this year.	$4.23	$3.15	$1.08	$0.00	$0.00	$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.11	$0.03	$1.08	$1.75	$1.66	$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.10	$0.11	$0.99		$1.90