2026-08-17T13:33:51-05:00 2025-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-10-01 455021995 GROWTH PARTNERS ARIZONA GROW 5203829218 5049 E BROADWAY BLVD SUITE 233 TUCSON AZ 85711 ANDRE T WHITTINGTON EXECUTIVE DIRECTOR 5203829218 2026-08-14 1 0 SHARLYNN GARZA P02038329 4808394900 2026-08-14 2024 2025-03-06 01:10:19Z X JUDIE SCALISE 5049 E BROADWAY BLVD SUITE 233 TUCSON AZ 85711 2405055 0 X WWW.GROWTHPARTNERSAZ.ORG X 2012 AZ GROWTH PARTNERS ARIZONA IS A U.S. TREASURY DEPARTMENT-CERTIFIED (CONTINUED ON SCHEDULE O) COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION WITH A MISSION TO PROVIDE ACCESSIBLE, FAIR, AND RESPONSIBLE LOANS AND SUPPORT TO ARIZONA NONPROFITS AND ECONOMICALLY UNDERSERVED SMALL BUSINESS OUTSIDE THE ECONOMIC MAINSTREAM. 7 7 0 7 0 0 1449350 2141226 155240 214895 74827 48934 346 0 1679763 2405055 46700 231177 0 0 0 330403 0 0 12314 701121 619329 747821 1180909 931942 1224146 5140316 6555783 2253467 2444788 2886849 4110995 X GROWTH PARTNERS ARIZONA IS A U.S. TREASURY DEPARTMENT-CERTIFIED COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION WITH A MISSION TO PROVIDE ACCESSIBLE, FAIR, AND RESPONSIBLE LOANS AND SUPPORT TO ARIZONA NONPROFITS AND ECONOMICALLY UNDERSERVED (CONTINUED ON SCHEDULE O) SMALL BUSINESS OUTSIDE THE ECONOMIC MAINSTREAM. 0 0 1136034 231177 214895 GROWTH PARTNERS ARIZONA PROVIDES ACCESSIBLE, FAIR, AND RESPONSIBLE LOANS AND SUPPORT TO ARIZONA NONPROFITS AND ECONOMICALLY UNDERSERVED SMALL BUSINESS OUTSIDE THE ECONOMIC MAINSTREAM. EXPANDED ACCESS TO CAPITAL FOR ARIZONA SMALL BUSINESSES AND NONPROFITS: GROWTH PARTNERS ARIZONA DEPLOYED APPROXIMATELY $1.3 MILLION IN RESPONSIBLE, MISSION-ALIGNED FINANCING TO 23 BORROWERS DURING 2025. THIS CAPITAL SUPPORTED SMALL BUSINESSES AND NONPROFIT ORGANIZATIONS ACROSS ARIZONA, WITH AN EMPHASIS ON EXPANDING ACCESS TO FINANCING FOR ORGANIZATIONS AND ENTREPRENEURS THAT HAVE HISTORICALLY FACED BARRIERS TO TRADITIONAL SOURCES OF CAPITAL. (CONTINUED ON SCHEDULE O)PROVIDED FINANCIAL EDUCATION AND BUSINESS SUPPORT TO MORE THAN 1,000 CLIENTS: GROWTH PARTNERS ARIZONA PROVIDED FINANCIAL EDUCATION, TECHNICAL ASSISTANCE, AND BUSINESS SUPPORT TO MORE THAN 1,000 CLIENTS DURING 2025. THIS WORK HELPED ENTREPRENEURS AND SMALL BUSINESS OWNERS STRENGTHEN FINANCIAL KNOWLEDGE, IMPROVE BUSINESS DECISION-MAKING, BETTER UNDERSTAND THEIR FINANCIAL POSITION, AND BUILD GREATER CONFIDENCE IN PREPARING FOR AND MANAGING CAPITAL.EXPANDED STATEWIDE REACH AND STRENGTHENED ARIZONA'S SMALL BUSINESS ECOSYSTEM: GROWTH PARTNERS ARIZONA CONTINUED ADVANCING ITS STATEWIDE MISSION BY EXPANDING ACCESS TO CAPITAL ACROSS ARIZONA. THROUGH ITS DIRECT AND INDIRECT LENDING ACTIVITIES, GPAZ HAS NOW INVESTED IN BUSINESSES AND ORGANIZATIONS ACROSS 12 OF ARIZONA'S 15 COUNTIES, DEMONSTRATING SIGNIFICANT STATEWIDE REACH AND EXTENDING ECONOMIC OPPORTUNITY BEYOND MAJOR METROPOLITAN AREAS. THIS GROWING FOOTPRINT REFLECTS GPAZ'S COMMITMENT TO ENSURING THAT ENTREPRENEURS AND COMMUNITY ORGANIZATIONS THROUGHOUT ARIZONA HAVE GREATER ACCESS TO THE FINANCIAL RESOURCES NEEDED TO GROW, CREATE JOBS, AND STRENGTHEN THEIR LOCAL ECONOMIES. 1136034 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ANDRE T WHITTINGTON 5203829218 5049 E BROADWAY BLVD SUITE 233 TUCSON AZ 85711 EVELYN CASUGA CHAIR 1.00 1.00 X 0 0 0 JUDIE SCALISE VICE CHAIR 1.00 1.00 X 0 0 0 PEGGY HUTCHINSON SECRETARY/TREASURER 1.00 X 0 0 0 ASHLEY KELLY BOARD MEMBER 1.00 X 0 0 0 JONATHAN TEMPLE BOARD MEMBER 1.00 X 0 0 0 SABRINA ESPINO BOARD MEMBER 1.00 X 0 0 0 BENJAMIN DANNER BOARD MEMBER 1.00 1.00 X 0 0 0 ANDRE T WHITTINGTON EXECUTIVE DIRECTOR 40.00 X 0 112603 24034 0 112603 24034 0 0 0 0 0 2141226 2141226 LOAN INTEREST INCOME 900099 184284 184284 CLOSING FEES 900099 30611 30611 214895 48934 48934 2405055 214895 0 48934 231177 231177 143007 111545 21451 10011 146808 146808 40588 40588 7121 7121 3989 3989 117592 117592 7682 7682 46054 43751 2303 8255 8255 32801 32801 61424 61424 SUPPLIES 233607 233607 PROVISION FOR LOAN LOSS 81021 81021 OTHER EXPENSES 19783 19783 1180909 1136034 32561 12314 902304 1050576 1540433 2016075 265000 13469 119615 2484110 3104517 200000 5140316 6555783 229125 42618 1820000 2396688 204342 5482 2253467 2444788 X 2886849 1990172 2120823 2886849 4110995 5140316 6555783 1224146 0 X X 0 1 X 1 0 X X 1 ARIZONA CAPITAL SOURCE 860403989 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12 (G)(A): ARIZONA CAPITAL SOURCE (FKA BUSINESS DEVELOPMENT FINANCE CORPORATION) IS A 501(C)(4) ORGANIZATION. PART IV, SECTION A, LINE 3B: GROWTH PARTNERS ARIZONA REQUESTED AND WAS FURNISHED A COPY OF ARIZONA CAPITAL SOURCE'S (FK A BUSINESS DEVELOPMENT FINANCE CORPORATION'S) IRS DETERMINATION LETTER AND A COMPLETE PRO FORMA SCHEDULE A, PART III TO CONFIRM ARIZONA CAPITAL SOURCE QUALIFIED AS A 501(C)(4) ORGANIZATION AND SATISFIED THE SUPPORT TESTS APPLICABLE TO A SECTION 509(A)(2) ORGANIZATION FOR THE YEAR ENDED SEPTEMBER 30, 2025. PART IV, SECTION A, LINE 3C: GROWTH PARTNERS ARIZONA'S ASSETS ARE USED SOLELY FOR ITS INTENDED CHARITABLE PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ACCOUNTS PAYABLE TO AFFILIATE 5482 5482 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. FOR THE YEAR ENDED SEPTEMBER 30, 2025, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 LOCAL FIRST ARIZONA FOUNDATION 407 E ROSEVELT ST PHOENIX AZ 85004 261657951 501(C)(3) 38225 0 FOR VARIOUS SUPPORT-PHOENIX PROSPERITY INITIATIVE, GOOD BUSINESS RESOURCE FAIR AND WE RISE DEMO DAY SPONSORSHIP SUPPORT COMMUNITY INVESTMENT CORPORATION 222 S RIVERSIDE PLZ STE 380 CHICAGO IL 60606 362780862 501(C)(3) 150000 0 BIPOC LOAN FUNDS INVESTMENT INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF TUCSON 600 S MEYER AVE TUCSON AZ 85701 861045487 GOVERNMENT 10000 0 FINANCIAL LITERACY OFFICE HUB AT SMALL BUSINESS CENTER 2 PART I, LINE 2: FOR ANY GRANTS MADE BY ORGANIZATION, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. ANDRE T WHITTINGTON BOARD MEMBER OF MOONSHOT AZ 200000 THE ORGANIZATION MADE A DIRECT LOAN TO MOONSHOT AZ DURING FISCAL YEAR 2025. 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND EXECUTIVE STAFF REVIEW 990 FOR ACCURACY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 12C THERE IS AN ANNUAL DISCLOSURE POLICY, ADOPTED JUNE 27,2007; IMPLEMENTATION COMMENCED FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS WHICH IS PAID BY A RELATED ORGANIZATION, ARIZONA CAPITAL SOURCE. NO OFFICERS RECEIVE ANY COMPENSATION DIRECTLY FROM THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ARIZONA CAPITAL SOURCE 5049 E BROADWAY BLVD SUITE 156 TUCSON AZ 85711 860403989 COMMUNITY AND ECONOMIC DEVELOPMENT AZ 501(C)(4) 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 ARIZONA CAPITAL SOURCE E 200000 COST