2024-11-15T08:48:43-06:00 2023-12-31 823543701 WATSON COON RYAN LLC 6025 SOUTH QUEBEC STREET SUITE 260 CENTENNIAL CO 80111 990 2023-01-01 851446446 ENERGIZE COLORADO INC ENER 3144010501 1202 BERGEN PKWY 212 EVERGREEN CO 80439 CHRISTINE WALSH CHIEF FINANCIAL OFFICER 3144010501 2024-11-14 1 0 KELLY D WATSON P01301106 3037923020 2023 2024-10-15 13:58:12Z SCOTT ROMANO 1202 BERGEN PKWY 212 EVERGREEN CO 80439 651492 0 X WWW.ENERGIZECOLORADO.COM X 2020 CO CATALYZING CHANGE FOR A MORE RESILIENT AND EQUITABLE SMALL-BUSINESS ECOSYSTEM ACROSS THE STATE OF IGNITING THE TRANSFORMATION OF COLORADO'S SMALL-BUSINESS ECOSYSTEM, WE BRING TOGETHER INNOVATIVE THINKERS, SMALL-BUSINESS OWNERS AND ENTREPRENEURS, AND NON-PROFIT AND CIVIC PARTNERS TO COLLABORATIVELY TACKLE THE BIGGEST CHALLENGES FACING SMALL BUSINESSES. WE BUILD AND TEST SOLUTIONS THAT EMPOWER SMALL BUSINESSES FOR ECONOMIC GROWTH THROUGH EDUCATION AND MENTORSHIP, TECHNOLOGICAL INNOVATION, ACCESS TO CAPITAL, AND INVESTMENT IN STRATEGIC PROGRAMS CREATING A MORE RESILIENT AND INCLUSIVE ECONOMY. 12 11 9 16 0 0 395537 236833 0 414555 4434 104 0 0 399971 651492 0 0 0 0 551040 497264 0 0 49798 537828 593024 1088868 1090288 -688897 -438796 3602990 10981327 34566 7851699 3568424 3129628 X CATALYZING BOLD CHANGE FOR A MORE RESILIENT AND INCLUSIVE SMALL BUSINESS ECOSYSTEM ACROSS THE STATE OF COLORADO. 0 0 837964 414555 THE ENERGIZE COMMUNITY PROGRAM IS OUR FLAGSHIP PROGRAM. PURPOSEFULLY COMBINING FINANCIAL READINESS TRAINING, LOW-COST DEBT, AND A 10-WEEK COMMUNITY-BASED ACCELERATOR. THROUGHOUT THE PROGRAM, BUSINESS OWNERS CAN ACCESS UP TO $20,000 IN CAPITAL, DEDICATED MENTORSHIP, AND ACCESS TO A CATALOG OF PROGRAMS PROVIDED VIA LOCAL PARTNERS ACROSS COLORADO. IN 2023, WE DEPLOYED NEARLY $2M IN FUNDS TO 100+ BUSINESSES.THE SMALL BUSINESS RELIENCY INDEX IS THE FIRST COMPREHENSIVE INDEX THAT TRACKS THE IMPACTS OF SOCIETY'S ECONOMIC CYCLES ON THE COLORADO SMALL BUSINESS ECOSYSTEM AND THE BARRIERS SMALL BUSINESS OWNERS FACE IN BUILDING RESILIENCY AND INCLUSIVITY INTO THEIR FUTURE GROWTH. BY DEFINING AND THEN MEASURING THE RESILIENCY OF SMALL BUSINESSES, BUSINESS OWNERS CAN BETTER UNDERSTAND WHAT THEY NEED TO DO TO BECOME STRONGER IN THE FACE OF FUTURE CRISES. THIS TOOL HAS BEEN ADOPTED TO TRACK THE IMPACT OF OUR ENERGIZE'S INVESTMENTS AND IMPACT IN COLORADO. 837964 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 19 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X CHRISTINE WALSH 3144010501 1202 BERGEN PKWY SUITE 212 EVERGREEN CO 80439 WENDY LEA MEMBER & CEO 40.00 X X 11813 0 119 ABRAM SLOSS MEMBER 1.00 X 0 0 0 ERIK MITISEK MEMBER 1.00 X 0 0 0 JERRY QUINN MEMBER 1.00 X 0 0 0 JOE GARCIA MEMBER 1.00 X 0 0 0 PATTI SHWAYDER MEMBER 1.00 X 0 0 0 SHELLY MARQUEZ MEMBER 1.00 X 0 0 0 BRAD FELD CHAIR 1.00 X X 0 0 0 JESUS SALAZAR STRATEGY COMMITTEE CHAIR 1.00 X X 0 0 0 ERIC DRUMMOND FINANCE COMMITTEE MEMBER 1.00 X X 0 0 0 MEG PORFIDO GOV & NOMINATING COMMITTEE CHAIR 1.00 X X 0 0 0 MARC NAGER FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 SCOTT ROMANO CHIEF OPERATING OFFICER 40.00 X 102276 0 4891 114089 0 5010 1 0 0 0 0 236833 236833 CHFA INCOME 522291 296363 296363 LOAN FEE INCOME 522291 105862 105862 LOAN INTEREST INCOME 522291 9402 9402 MISC INCOME 522291 2928 2928 414555 104 104 651492 414555 0 104 X 137333 137333 286121 286121 38897 38897 34913 34913 37700 37700 32318 32318 140542 86323 4421 49798 147796 93190 54606 19606 531 19075 91976 46963 45013 10431 10431 9393 9393 ENERGIZE COMMUNITY 30962 30962 OTHER EXPENSES 26881 26881 PROGRAM EXPENSES 24378 24378 LOAN FUND OPERATIONS 21041 21041 1090288 837964 202526 49798 1882074 354627 1720916 10626700 3602990 10981327 34566 40645 7811054 34566 7851699 X 3568424 3129628 3568424 3129628 3602990 10981327 -438796 0 X 0 0 0 X 2623436 2500004 395537 236833 5755810 2623436 2500004 395537 236833 5755810 1757515 3998295 39 4434 414555 419028 6174838 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO DIRECTORS AND OFFICERS, MEMBERS OF ANY COMMITTEE WITH BOARD-DELEGATED POWERS, AND INDIVIDUALS HOLDING SENIOR STAFF POSITIONS (E.G., CEO, COO, AND CFO, IF ANY). THE BOARD IS CHARGED WITH DETERMINING WHETHER A CONFLICT EXISTS AND REVIEWING MOST CONFLICTS OF INTEREST, THOUGH SOME INVOLVING SENIOR STAFF CAN BE EVALUATED BY THE CEO. THE INDIVIDUAL(S)WITH THE CONFLICT MAY MAKE A PRESENTATION AT A MEETING IN WHICH A CONFLICT IS BEING EVALUATED AND RESPOND TO QUESTIONS, BUT MUST BE ABSENT FORM ACTUAL DELIBERATIONS AND VOTING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION IS REVIEWED BY THE BOARD ANNUALLY USING COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER ADMIN: PROGRAM SERVICE EXPENSES 86,323. MANAGEMENT AND GENERAL EXPENSES 4,421. FUNDRAISING EXPENSES 49,798. TOTAL EXPENSES 140,542. ENERGIZE COLORADO GAP FUND LLC 340 DEWEY AVENUE BOULDER CO 80304 851446446 GRANTS AND LOANS CO 0 0 ENERGIZE COLORADO