Liabilities / Assets
92nd percentile
Higher debt load relative to assets than 92% of similar nonprofits.
Arizona Technology Investor Forum
990EZ • Fiscal year 2020 • EIN 27-1070872
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.59x
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 27.9% of source-year revenue.
Asset Growth
97th percentile
Faster asset growth than 97% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Balance Sheet
Assets
Up$166,726
Up $107,967 (+184%) from 2019
Net Assets
Up$68,476
Up $20,081 (+41%) from 2019
Liabilities
Up$98,250
Up $87,886 (+848%) from 2019
Revenue And Expenses
Revenue
Down$129,034
Down $16,364 (-11%) from 2019
Expenses
Down$99,464
Down $52,088 (-34%) from 2019
Net Income
Up$29,570
Up $35,724 (+581%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Apr 23, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $129,034
Mission and Program Overview
Mission
Arizonatech investors (ati) is an active community of accredited investors who meet regularly to review and analyze early-stage technology companies based in arizona and the greater southwest region.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Due to the ongoing global pandemic, ArizonaTech Investors did not hold in person meetings or events during the year. Membership meeting are typcially held each year, at which numerous Arizona developmental stage companies present their business ideas and funding requirements. The companies obtain feedback from members in an effort to strengthen business in the community and their organizations. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| James Goulka | President | FT | $36,000 | - | $36,000 |
| Geoffrey Ossias | Secretary | - | $0 | - | - |
| Michelle Tinsley | Treasurer | - | $0 | - | - |
| Ann C Damiano | Board Member | - | $0 | - | - |
| David McCaleb | Board Member | - | $0 | - | - |
| Michael Paddock | Board Member | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- Yes
Filing and Contact Details
Filer
- Filer Name
- ArizonaTech Investors
- EIN
- 27-1070872
- Phone
- 6024630844
- Address
- 2824 N Power Suite 113-113, Mesa, AZ 85215
Signing Officer
- Name
- James Goulka
- Title
- President
- Phone
- 6024630844
- Signed
- 2021-04-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Eide Bailly LLP
- Address
- 877 W Main St Ste 800, Boise, ID 83702-5858
- Preparer
- Peggy J Runcorn CPA
- Phone
- 2083447150
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Interest Income. Amount: 6.”
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity Classification: Sponsorships. Grantee Name: Individual Amounts under $5000. Amount Given: 2,500.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Dues, Subscriptions & Alliances. Amount: 3,009. Description: Insurance. Amount: 1,644. Description: Administrative Support. Amount: 45,205. Description: Member Cultivation. Amount: 594. Description: Meeting Expenses. Amount: 3,244. Total to Form 990-EZ, line 16: 53,696.”
Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
“Description: Prior Period Accrual to Cash Adjustments. Amount: -9,489.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Due From ATI Entities. Beg. of Year Amount: 0. End of Year Amount: 1,452.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Credit Card Payable. Beg. of Year Amount: 0. End of Year Amount: 1,407. Description: Funds Held - Segregated Accounts. Beg. of Year Amount: 10,364. End of Year Amount: 96,843.”
Raw XML Appendix150 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/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | James Goulka |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6024630844 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3430 N Mountain Ridge 31 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Mesa |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | AZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 85207 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58759 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 165274 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 23750 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 29570 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7268 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 58759 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 166726 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 2500 |
| IRS990EZ/GrossReceiptsAmt | 0 | 129034 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 105278 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 48395 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 68476 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 48395 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 68476 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 50.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 36000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 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/EmployeeBenefitProgramAmt | 5 | 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/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | James Goulka |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Geoffrey Ossias |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Michelle Tinsley |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Ann C Damiano |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | David McCaleb |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Michael Paddock |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 1452 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -9489 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 53696 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | ArizonaTech Investors (ATI) is an active community of accredited investors who meet regularly to review and analyze early-stage technology companies based in Arizona and the Greater Southwest Region. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Due to the ongoing global pandemic, ArizonaTech Investors did not hold in person meetings or events during the year. Membership meeting are typcially held each year, at which numerous Arizona developmental stage companies present their business ideas and funding requirements. The companies obtain feedback from members in an effort to strengthen business in the community and their organizations. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 36000 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 1 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 10364 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 98250 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 99464 |
| IRS990EZ/TotalRevenueAmt | 0 | 129034 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.arizonatechinvestors.com/ |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest Income. Amount: 6. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Activity Classification: Sponsorships. Grantee Name: Individual Amounts under $5000. Amount Given: 2,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Dues, Subscriptions & Alliances. Amount: 3,009. Description: Insurance. Amount: 1,644. Description: Administrative Support. Amount: 45,205. Description: Member Cultivation. Amount: 594. Description: Meeting Expenses. Amount: 3,244. Total to Form 990-EZ, line 16: 53,696. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Prior Period Accrual to Cash Adjustments. Amount: -9,489. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Due From ATI Entities. Beg. of Year Amount: 0. End of Year Amount: 1,452. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Description: Credit Card Payable. Beg. of Year Amount: 0. End of Year Amount: 1,407. Description: Funds Held - Segregated Accounts. Beg. of Year Amount: 10,364. End of Year Amount: 96,843. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | James Goulka |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6024630844 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-04-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ArizonaTech Investors |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ARIZ |
| ReturnHeader/Filer/EIN | 0 | 271070872 |
| ReturnHeader/Filer/PhoneNum | 0 | 6024630844 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2824 N Power Suite 113-113 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Mesa |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | AZ |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 85215 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 450250958 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Eide Bailly LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 877 W Main St Ste 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Boise |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 837025858 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2083447150 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-04-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Peggy J Runcorn CPA |
| ReturnHeader/ReturnTs | 0 | 2021-04-27T11:21:34-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | James |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Goulka |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $166,726
- Liabilities
- $98,250
- Net assets
- $68,476
- Revenue
- $129,034
- Expenses
- $99,464
- Net income
- $29,570