2023-11-14T14:50:28-06:00 2022-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2022-01-01 851446446 ENERGIZE COLORADO INC ENER 3144010501 4845 PEARL EAST CIR PMB 76039 118 BOULDER CO 803016112 CHRISTINE WALSH CHIEF FINANCIAL OFFICER 3144010501 2023-11-13 1 CHRISTINE WALSH 999009999 0 QUINN DUGAN P02267768 6082741980 2023-11-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT ROMANO 4845 PEARL EAST CIR PMB 76039 118 BOULDER CO 803016112 399971 0 X WWW.ENERGIZECOLORADO.COM X 2020 CO CATALYZING CHANGE FOR A MORE RESILIENT AND EQUITABLE SMALL-BUSINESS ECOSYSTEM ACROSS THE STATE OF COLORADO. 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 7 75 0 0 2500004 395537 0 0 0 4434 0 0 2500004 399971 12000 0 0 0 128200 551040 0 0 0 464321 537828 604521 1088868 1895483 -688897 4257476 3602990 1637 34566 4255839 3568424 X CATALYZING BOLD CHANGE FOR A MORE RESILIENT AND INCLUSIVE SMALL BUSINESS ECOSYSTEM ACROSS THE STATE OF COLORADO. 0 0 957581 0 0 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 CATALOUG OF PROGRAMS PROVIDED VIA LOCAL PARTNERS ACROSS COLORADO. IN 2022, WE DEPLOYED NEARLY $2M IN FUNDS TO 100+ BUSINESSES.THE SMALL BUSINESS REILIENCY 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. 957581 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 27 0 7 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 0 1 0 0 X CHRISTINE WALSH 3144010501 4845 PEARL EAST CIR PMB 76039 BOULDER CO 80301 WENDY LEA MEMBER & CEO 40.00 X X 34688 0 257 ERIK DRUMMOND FINANCE COMMITTEE MEMBER 1.00 X X 0 0 0 BRAD FELD CHAIR 1.00 X X 0 0 0 MARC NAGER FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 MEG PORFIDO GOV & NOMINATING COMMITTEE CHAIR 1.00 X X 0 0 0 JESUS SALAZAR STRATEGY COMMITTEE CHAIR 1.00 X X 0 0 0 JOE GARCIA MEMBER 1.00 X 0 0 0 SHELLY MARQUEZ 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 PATTI SHWAYDER MEMBER 1.00 X 0 0 0 ABRAM SLOSS MEMBER 1.00 X 0 0 0 SCOTT ROMANO CHIEF OPERATING OFFICER 40.00 X 87642 0 4648 122330 0 4905 0 0 0 0 0 395537 395537 4434 4434 399971 0 0 4434 X 127235 127235 352953 352953 28906 28906 41946 41946 19736 19736 28550 28550 148453 141224 7229 86064 54266 31798 13246 359 12887 43741 22334 21407 6895 6895 9680 9680 OPERATION COSTS 101537 101537 CLIENT ASSISTANCE 79926 79926 1088868 957581 131287 0 4257476 1882074 0 1720916 4257476 3602990 1637 34566 1637 34566 X 4255839 3568424 4255839 3568424 4257476 3602990 -688897 1482 0 X 0 0 0 X 2623436 2500004 395537 5518977 2623436 2500004 395537 5518977 1822655 3696322 39 4434 4473 5523450 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 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 141,224. MANAGEMENT AND GENERAL EXPENSES 7,229. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 148,453. ENERGIZE COLORADO GAP FUND LLC 340 DEWEY AVENUE BOULDER CO 80304 851446446 GRANTS AND LOANS CO 0 1575442 ENERGIZE COLORADO