ENERGIZE COLORADO INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENERGIZE COLORADO INC (EIN 85-1446446)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349320440
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:17:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823543701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATSON COON RYAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6025 SOUTH QUEBEC STREET SUITE 260 | AddressLine1Txt |
| City | CENTENNIAL | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851446446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENERGIZE COLORADO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENER | BusinessNameControlTxt |
| Phone | 3144010501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 PEARL EAST CIR PMB 76039 118 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT ROMANO | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 3144010501 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY D WATSON | PreparerPersonNm |
| PTIN | P01301106 | PTIN |
| Phone | 3037923020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT ROMANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 PEARL EAST CIR PMB 76039 118 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,268,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ENERGIZECOLORADO.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | WE FOSTER RESILIENCY IN UNDERINVESTED BUSINESS COMMUNITIES ACROSS COLORADO BY INNOVATIVELY ADDRESSING CAPITAL GAPS. AT ENERGIZE COLORADO, WE ENVISION A FUTURE WHERE WE ARE THE GO-TO DESTINATION FOR BUSINESS OWNERS SEEKING COMPREHENSIVE TECHNICAL ASSISTANCE AND CAPITAL SOLUTIONS. OUR COMMITMENT IS TO HELP CLOSE THE CAPITAL GAP IN COLORADO, POSITIONING OURSELVES AS INDUSTRY LEADERS IN SMALL BUSINESS INNOVATION. WE ASPIRE TO CULTIVATE THE MOST RESILIENT BUSINESSES IN THE STATE, CHARTING A PATH TOWARD LASTING ECONOMIC RESILIENCY AND SUSTAINABILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $236,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $374,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $414,555 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $864,848 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,317 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $651,492 | PYTotalRevenueAmt |
| CY Total Revenue | $1,268,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $497,264 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $656,656 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $162,774 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $593,024 | PYOtherExpensesAmt |
| CY Other Expenses | $1,934,749 | CYOtherExpensesAmt |
| PY Total Expenses | $1,090,288 | PYTotalExpensesAmt |
| CY Total Expenses | $2,591,405 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$438,796 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,322,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,981,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,449,662 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,851,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,642,726 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,129,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,806,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE FOSTER RESILIENCY IN UNDERINVESTED BUSINESS COMMUNITIES ACROSS COLORADO BY INNOVATIVELY ADDRESSING CAPITAL GAPS. AT ENERGIZE COLORADO, WE ENVISION A FUTURE WHERE WE ARE THE GO-TO DESTINATION FOR BUSINESS OWNERS SEEKING COMPREHENSIVE TECHNICAL ASSISTANCE AND CAPITAL SOLUTIONS. OUR COMMITMENT IS TO HELP CLOSE THE CAPITAL GAP IN COLORADO, POSITIONING OURSELVES AS INDUSTRY LEADERS IN SMALL BUSINESS INNOVATION. WE ASPIRE TO CULTIVATE THE MOST RESILIENT BUSINESSES IN THE STATE, CHARTING A PATH TOWARD LASTING ECONOMIC RESILIENCY AND SUSTAINABILITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,867,681 | ExpenseAmt |
| Revenue | $864,848 | RevenueAmt |
| Desc | ENERGIZE COLORADO'S SMALL BUSINESS LENDING PROGRAM IS DESIGNED TO PROVIDE FLEXIBLE AND BELOW MARKET-RATE LOANS TO HISTORICALLY UNDERINVESTED ENTREPRENEURS. LOANS RANGE BETWEEN $5,000 AND $150,000 WITH INTEREST RATES BETWEEN 3.6% AND 8.25% AND TERMS OF UP TO FIVE YEARS. TERMS ARE DEPENDENT ON APPLICANT FINANCIALS, COLLATERAL, AND THE LENGTH IN WHICH THE BUSINESS HAS BEEN IN OPERATION. TO ENSURE CAPITAL IS DEPLOYED IN LINE WITH OUR MISSION, ENERGIZE COLORADO PROVIDES DEDICATED TECHNICAL ASSISTANCE, MENTORSHIP, AND EDUCATION RELATED TO CAPITAL ACCESS AND BUSINESS GROWTH STRATEGIES. | Desc |
| Total Program Service Expenses | $1,867,681 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE WALSH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3144010501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 PEARL EAST CIR PMB 76039 118 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| BONNIE WATSON | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $147,024 | $0 | $5,824 | |
| SCOTT ROMANO | ||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $107,184 | $0 | $5,097 | |
| ABRAM SLOSS | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ERIK MITISEK | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATTI SCHWAYDER | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SHELLY MARQUEZ | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JESUS SALAZAR | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MEG PORFIDO | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARC NAGER | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JAKE RISHAVY | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LEE TOKO | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KATIE GENOVA | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WENDY LEA | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JERRY QUINN | ||||||
| TREASURER/FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRAD FELD | ||||||
| FORMER CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIC DRUMMOND | ||||||
| FORMER FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $254,208 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $374,548 | AllOtherContributionsAmt |
| Total Contributions | $374,548 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INTEREST INCOME | 522291 | $540,801 | $540,801 |
| LOAN FEE INCOME | 522291 | $279,444 | $279,444 |
| CHFA INCOME | 522291 | $41,663 | $41,663 |
| MISC INCOME | 522291 | $2,940 | $2,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $864,848 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,317 | TotalRevenueColumnAmt |
| Exclusion | $29,317 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,268,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $864,848 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,317 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,105 | TotalAmt |
| Program Services | $67,026 | ProgramServicesAmt |
| Management And General | $166,477 | ManagementAndGeneralAmt |
| Fundraising | $34,602 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,864 | TotalAmt |
| Program Services | $145,195 | ProgramServicesAmt |
| Management And General | $147,922 | ManagementAndGeneralAmt |
| Fundraising | $7,747 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,799 | TotalAmt |
| Program Services | $1,540 | ProgramServicesAmt |
| Management And General | $2,023 | ManagementAndGeneralAmt |
| Fundraising | $236 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,521 | TotalAmt |
| Program Services | $16,502 | ProgramServicesAmt |
| Management And General | $18,458 | ManagementAndGeneralAmt |
| Fundraising | $1,561 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,367 | TotalAmt |
| Program Services | $19,202 | ProgramServicesAmt |
| Management And General | $25,225 | ManagementAndGeneralAmt |
| Fundraising | $2,940 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,744 | TotalAmt |
| Program Services | $71,728 | ProgramServicesAmt |
| Management And General | $5,016 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,838 | TotalAmt |
| Management And General | $26,838 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,569 | TotalAmt |
| Program Services | $14,832 | ProgramServicesAmt |
| Management And General | $33,466 | ManagementAndGeneralAmt |
| Fundraising | $8,271 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,574 | TotalAmt |
| Program Services | $25,069 | ProgramServicesAmt |
| Management And General | $56,409 | ManagementAndGeneralAmt |
| Fundraising | $101,096 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,574 | TotalAmt |
| Program Services | $17,259 | ProgramServicesAmt |
| Management And General | $22,673 | ManagementAndGeneralAmt |
| Fundraising | $2,642 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,848 | TotalAmt |
| Program Services | $23,016 | ProgramServicesAmt |
| Management And General | $34,308 | ManagementAndGeneralAmt |
| Fundraising | $3,524 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,620 | TotalAmt |
| Program Services | $4,532 | ProgramServicesAmt |
| Management And General | $15,088 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,770 | TotalAmt |
| Program Services | $136,770 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,707 | TotalAmt |
| Management And General | $5,707 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| CREDIT LOSS EXPENSE | $1,225,673 | $1,225,673 |
| LOAN FUND OPERATIONS | $71,338 | $71,338 |
| PROGRAM EXPENSES | $23,430 | $23,430 |
| ENERGIZE COMMUNITY | $3,550 | $3,550 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,514 | TotalAmt |
| Program Services | $1,019 | ProgramServicesAmt |
| Management And General | $1,340 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,591,405 | TotalAmt |
| Program Services | $1,867,681 | ProgramServicesAmt |
| Management And General | $560,950 | ManagementAndGeneralAmt |
| Fundraising | $162,774 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,628 | BOYAmt |
| EOY | $5,026,781 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,440 | BOYAmt |
| EOY | $870,038 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $110,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,259,259 | BOYAmt |
| EOY | $9,442,843 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,981,327 | BOYAmt |
| EOY | $15,449,662 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,645 | BOYAmt |
| EOY | $31,672 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,811,054 | BOYAmt |
| EOY | $13,611,054 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,851,699 | BOYAmt |
| EOY | $13,642,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,129,628 | BOYAmt |
| EOY | $1,806,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,129,628 | BOYAmt |
| EOY | $1,806,936 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,981,327 | BOYAmt |
| EOY | $15,449,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,322,692 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,623,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,548 | CurrentTaxYearAmt |
| Total | $6,130,358 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,623,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $374,548 | CurrentTaxYearAmt |
| Total | $6,130,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,935,824 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,194,534 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $104 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,317 | CurrentTaxYearAmt |
| Total | $29,421 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,159,779 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,283,875 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68100 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMMATIC INVESTMENTS--LOANS RECEIVABLE | Desc |
| Book Value | $9,442,843 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $9,442,843 | TotalBookValueProgramRltdAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE WATSON | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $147,024 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,824 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $152,848 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XII, LINE 2C | THE PROCESS OF THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENERGIZE COLORADO GAP FUND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 PEARL EAST CIRCLE SUITE 118 PM | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851446446 | EIN |
| Primary Activities | GRANTS AND LOANS | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENERGIZE COLORADO | BusinessNameLine1Txt |
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