INVEST SOUTHWEST (EIN 205620056) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

KAREN KATZORKE

Phone

4807885038

Tax Period

2023-01-01 to 2023-12-31

INVEST SOUTHWEST, founded in 2006, is a small nonprofit that reported $263K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $329K exceeded revenue, resulting in a 25% operating deficit.

Mission

VENTURE MADNESS BY INVEST SOUTHWEST BRINGS TOGETHER THE REGION'S MOST PROMISING INVESTORS WITH EMERGING GROWTH COMPANIES AND STARTUPS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $263,059

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $263,059

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $328,897

TOTAL EXPENSES $328,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$263,059	$347,024	-0.2%
Expenses	$328,897	$284,417	+0.2%
Net Income	$-65,838	$62,607	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$74,676

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAMID SHOJAEE	BOARD CHAIR & TREASURER	1.00	Director	$0	$0	$0
DIANA VOWELS	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTELL MILLAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILLIP PIPKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
SYDNIE KEDDINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGG SCORESBY	BOARD MEMBER	1.00	Director	$0	$0	$0
AARON HARMON	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY IAROCCI	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN KATZORKE	EXECUTIVE DIRECTOR	40.00	Officer	$74,676	$0	$74,676

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$263,059	$328,897	$195,034	$-65,838
2022	$347,024	$284,417	$346,614	$62,607
2021	$268,377	$249,251	$365,919	$19,126
2020	$253,531	$214,796	$162,321	$38,735
2019	$281,235	$280,615	$298,413	$620

INVEST SOUTHWEST