Civic Intelligence

Invest Southwest

990 • Fiscal year 2017 • EIN 20-5620056

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 08, 2018

Organization Profileinvestsouthwest.org
5050 North 40th Street Suite 310Phoenix, AZ 85018

(614) 221-1077

Siviq Scores

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

Liabilities / Assets

95th percentile

0.83x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

0.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

25th percentile

-7.7%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-25%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$265,395

Down $86,241 (-25%) from 2016

Net Assets

Down

$44,088

Down $26,932 (-38%) from 2016

Liabilities

Down

$221,307

Down $59,309 (-21%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin25th percentile

Revenue

Down

$350,323

Down $73,619 (-17%) from 2016

Expenses

Down

$377,254

Down $100,218 (-21%) from 2016

Net Income

Up

-$26,931

Up $26,599 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$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

2017

Assets$265,395
Liabilities$221,307
Net Assets$44,088
Open 2017 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$350,323
Expenses$377,254
Net Income-$26,931
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 8, 2018
Return Version
2017v2.0
Gross Receipts
$350,323
Mission and Program Overview

Mission

Promotion of small business

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$167,000$164,500▼ $2,500
Cash and Non-Interest-Bearing Accounts$60,738$89,337▲ $28,599
Prepaid Expenses and Deferred Charges$123,898$11,558▼ $112,340
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0--
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$351,636$265,395▼ $86,241
Other Assets Total-$0-
Liabilities
Deferred Revenue$272,500$212,000▼ $60,500
Accounts Payable and Accrued Expenses$8,116$9,307▲ $1,191
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$280,616$221,307▼ $59,309
Net Assets / Fund Balance
Unrestricted Net Assets$71,020$44,088▼ $26,932
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$71,020$44,088▼ $26,932
Total Liabilities and Net Assets / Fund Balance$351,636$265,395▼ $86,241
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Chase NorlinBoard Member
Curt RobertsBoard Member
Dan JanesBoard Member
Gabe HyamsBoard Member
Jonathan ArianoBoard Member
Mario Martinez IIBoard Member
Sandra WatsonBoard Member
Tim KelleyBoard Member
Nate MortensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$325,000
Program Service Revenue
$25,323
Investment Income
$0
Other Revenue
$0
All Other Contributions
$325,000
Change in Net Assets
$-26,931
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,595
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
Benefits to Members---$216,659
Fees for Services Management---$81,402
Advertising---$79,193
Total Functional Expenses$0$0$0$377,254
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0--
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
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 990 form is reviewed by the Treasurer before filing.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Invest Southwest
EIN
20-5620056
Phone
6142211077
Address
5050 North 40th Street Suite 310, Phoenix, AZ 85018

Signing Officer

Name
Ryan Edwards
Title
Board Chair
Phone
6024951077
Signed
2018-02-08

Organization Details

Principal Officer
Nate Mortensen
Formed
2006
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“(1) Rounding adjustment”

Raw XML Appendix355 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No committees exist with this authority.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 form is reviewed by the Treasurer before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All public documents for this organization are available for review by the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(1) Rounding adjustment
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 C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0280616
IRS990/TotalLiabilitiesEOYAmt0221307
IRS990/TotalLiabilitiesGrp/BOYAmt0280616
IRS990/TotalLiabilitiesGrp/EOYAmt0221307
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt071020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044088
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0376930
IRS990/TotalProgramServiceRevenueAmt025323
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025323
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0350323
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0351636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0265395
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt071020
IRS990/UnrestrictedNetAssetsGrp/EOYAmt044088
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06263 N Scottsdale Road
IRS990/USAddress/AddressLine2Txt0Suite 142
IRS990/USAddress/CityNm0Scottsdale
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085250
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0http://investsouthwest.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan Edwards
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum06024951077
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Invest Southwest
ReturnHeader/Filer/BusinessNameControlTxt0INVE
ReturnHeader/Filer/EIN0205620056
ReturnHeader/Filer/PhoneNum06142211077
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 North 40th Street Suite 310
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.245.241.21
ReturnHeader/ReturnTs02018-06-14T13:55:41-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$265,395
Liabilities
$221,307
Net assets
$44,088
Revenue
$350,323
Expenses
$377,254
Net income
-$26,931
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