Civic Intelligence

Invest Southwest

EIN 20-5620056 • 501(c)6 • Phoenix, AZ

Profile

Venture madness by invest southwest brings together the region's most promising investors with emerging growth companies and startups.

515 E Grant St 150Phoenix, AZ 85004

investsouthwest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.56x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.50x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

98th percentile

$76,379

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-11%

Faster asset growth than 33% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

37th percentile

-6.2%

Faster revenue growth than 37% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$272,469

Up $77,435 (+40%) from 2023

Liabilities

Up

$152,579

Up $115,174 (+308%) from 2023

Net Assets

Down

$119,890

Down $37,739 (-24%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin28th percentile

Revenue

Up

$305,157

Up $42,098 (+16%) from 2023

Expenses

Up

$342,896

Up $13,999 (+4.3%) from 2023

Net Income

Up

-$37,739

Up $28,099 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $110,055Liabilities 2011: $10,821Net Assets 2011: $99,2342011Assets 2012: $111,259Liabilities 2012: $2,813Net Assets 2012: $108,4462012Assets 2013: $423,206Liabilities 2013: $314,760Net Assets 2013: $108,4462013Assets 2014: $421,833Liabilities 2014: $243,823Net Assets 2014: $178,0102014Assets 2015: $451,158Liabilities 2015: $326,609Net Assets 2015: $124,5492015Assets 2016: $351,636Liabilities 2016: $280,616Net Assets 2016: $71,0202016Assets 2017: $265,395Liabilities 2017: $221,307Net Assets 2017: $44,0882017Assets 2019: $298,413Liabilities 2019: $195,414Net Assets 2019: $102,9992019Assets 2020: $162,321Liabilities 2020: $20,587Net Assets 2020: $141,7342020Assets 2021: $365,919Liabilities 2021: $205,059Net Assets 2021: $160,8602021Assets 2022: $346,614Liabilities 2022: $123,147Net Assets 2022: $223,4672022Assets 2023: $195,034Liabilities 2023: $37,405Net Assets 2023: $157,6292023Assets 2024: $272,469Liabilities 2024: $152,579Net Assets 2024: $119,8902024

Highlighted filing

2024

Assets$272,469
Liabilities$152,579
Net Assets$119,890
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $190,2692011Revenue 2012: $174,932Expenses 2012: $165,722Net Income 2012: $9,2102012Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $387,136Expenses 2014: $318,374Net Income 2014: $68,7622014Revenue 2015: $406,705Expenses 2015: $460,166Net Income 2015: -$53,4612015Revenue 2016: $423,942Expenses 2016: $477,472Net Income 2016: -$53,5302016Revenue 2017: $350,323Expenses 2017: $377,254Net Income 2017: -$26,9312017Revenue 2019: $281,235Expenses 2019: $280,615Net Income 2019: $6202019Revenue 2020: $253,531Expenses 2020: $214,796Net Income 2020: $38,7352020Revenue 2021: $268,377Expenses 2021: $249,251Net Income 2021: $19,1262021Revenue 2022: $347,024Expenses 2022: $284,417Net Income 2022: $62,6072022Revenue 2023: $263,059Expenses 2023: $328,897Net Income 2023: -$65,8382023Revenue 2024: $305,157Expenses 2024: $342,896Net Income 2024: -$37,7392024

Highlighted filing

2024

Revenue$305,157
Expenses$342,896
Net Income-$37,739
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$272,469
Liabilities
$152,579
Net assets
$119,890
Revenue
$305,157
Expenses
$342,896
Net income
-$37,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$305,157
Mission and Program Overview

Mission

Promotion of small business

Venture madness by invest southwest brings together the region's most promising investors with emerging growth companies and startups.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,358$272,469▲ $99,111
Prepaid Expenses and Deferred Charges$21,676--
Total Assets$195,034$272,469▲ $77,435
Liabilities
Deferred Revenue$20,000$136,295▲ $116,295
Accounts Payable and Accrued Expenses$17,405$16,284▼ $1,121
Total Liabilities$37,405$152,579▲ $115,174
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$157,629$119,890▼ $37,739
Total Net Assets Fund Balance$157,629$119,890▼ $37,739
Total Liabilities and Net Assets / Fund Balance$195,034$272,469▲ $77,435
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen KatzorkeExecutive DirectorFT$76,379$76,379

Board Members and Trustees

NameTitle
Tom FulcherChair & Treasurer
Aaron HarmonBoard Member
Ben BrockwellBoard Member
Chardon StuartBoard Member
Diana VowelsBoard Member
Gregg ScoresbyBoard Member
Hamid ShojaeeBoard Member
Kristell MillanBoard Member
Louise HardmanBoard Member
Mark MoeremansBoard Member
Molly IarocciBoard Member
Phillip PipkinsBoard Member
Sandra WatsonBoard Member
Sydnie KeddingtonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$299,927
Program Service Revenue
$4,742
Investment Income
$488
Other Revenue
$0
All Other Contributions
$258,400
Change in Net Assets
$-37,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,896
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$76,379
Information Technology---$38,979
Other Expenses---$12,518
Travel---$9,026
Fees for Services Accounting---$8,256
Advertising---$3,395
Insurance---$706
Office Expenses---$438
Total Functional Expenses$0$0$0$342,896
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“No committees exist with this authority.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the treasurer before filing.”

Form 990, Part VI, Section B, Line 15A

“The organization's executive director's compensation is reviewed by the independent board members. Board members do not receive compensation.”

Form 990, Part VI, Section C, Line 19

“All public documents for this organization are available for the public upon request.”

Filing and Contact Details

Filer

Filer Name
Invest Southwest
EIN
20-5620056
Phone
4807885038
Address
515 E GRANT ST 150, PHOENIX, AZ 85004

Signing Officer

Name
Mark Moeremans
Title
Board Treasurer
Phone
8602683319
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Katzorke
Formed
2006
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Lohman Company Pllc
Address
1630 S STAPLEY DR SUITE 110, MESA, AZ 85204
Preparer
Dennis M Hare
Phone
4803551100
Raw XML Appendix349 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES EXIST WITH THIS AUTHORITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE INDEPENDENT BOARD MEMBERS. BOARD MEMBERS DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL PUBLIC DOCUMENTS FOR THIS ORGANIZATION ARE AVAILABLE FOR THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085204
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS M HARE
ReturnHeader/ReturnTs02025-11-03T17:41:06-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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