AZ VENTURE CAPITAL INC

EIN: 882595973 501(c)(3) Community Improvement

PHOENIX, AZ

Total Revenue
$1,130,476
Total Expenses
$1,080,230
Total Assets
$9,340,891
Net Assets
$-2,103,847
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
AZ
Principal Officer
JAMES GOULKA
Phone
9544681748
Tax Period
2023-07-01 to 2024-06-30

AZ VENTURE CAPITAL INC, founded in 2022, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $1.1M left a modest 4% surplus.

Mission

THE ARIZONA VENTURE DEVELOPMENT CORPORATION (AVC) IS A NONPROFIT ORGANIZATION ESTABLISHED TO PROMOTE ACCESS TO EQUITY CAPITAL FOR UNDERREPRESENTED BUSINESSES, CATALYZE PRIVATE INVESTMENT, AND FUEL ECONOMIC GROWTH AND JOB CREATION IN ARIZONA.

Program Service Accomplishments

Program 1
Expenses: $917,824

AS OF JUNE 30, 2024, AVC HAS SUCCESSFULLY ALLOCATED $26.8 MILLION TO 21 INNOVATIVE PORTFOLIO COMPANIES, INCLUDING NINE PREVIOUSLY HIGHLIGHTED VENTURES. THESE STRATEGIC INVESTMENTS HAVE GENERATED A...

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AS OF JUNE 30, 2024, AVC HAS SUCCESSFULLY ALLOCATED $26.8 MILLION TO 21 INNOVATIVE PORTFOLIO COMPANIES, INCLUDING NINE PREVIOUSLY HIGHLIGHTED VENTURES. THESE STRATEGIC INVESTMENTS HAVE GENERATED A TOTAL OF $268.5 MILLION IN PRIVATE CAPITAL, REFLECTING A 2.28% GROWTH. THIS PROGRESS IS PROJECTED TO ENHANCE ARIZONA'S GDP BY 2.36%, REACHING AN ESTIMATED $670.5 MILLION.ADDITIONALLY, WE ANTICIPATE THE CREATION OF 1,073 HIGH-PAYING JOBS AND A PROJECTED 2.07% INCREASE IN TAX REVENUE, WHICH IS EXPECTED TO RISE TO $34.5 MILLION.AT AVC, OUR MISSION EXTENDS BEYOND FINANCIAL METRICS; WE ARE DEDICATED TO FOSTERING AN INCLUSIVE AND DIVERSE INVESTMENT ECOSYSTEM ACROSS ARIZONA. WE ARE PROUD TO REPORT THAT OVER 40% OF OUR FUNDING IS DIRECTED TOWARD BUSINESSES OWNED BY SOCIALLY AND ECONOMICALLY DISADVANTAGED INDIVIDUALS (SEDI). THROUGH THESE EFFORTS, WE ARE NOT JUST INVESTING IN COMPANIES; WE ARE INVESTING IN COMMUNITIES AND A BRIGHTER FUTURE FOR ALL ARIZONANS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,130,230
Program Service Revenue $0
Investment Income $246
Other Revenue $0
TOTAL REVENUE $1,130,476

Expense Breakdown

Grants Paid $0
Salaries & Benefits $651,768
Fundraising Expenses $0
Program Expenses $917,824
Other Expenses $428,462
TOTAL EXPENSES $1,080,230

Year-over-Year Comparison

2023 2022 Change
Revenue $1,130,476 $8,243,963 -0.9%
Expenses $1,080,230 $1,178,992 -0.1%
Net Income $50,246 $7,064,971 -1.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
5
Volunteers
8

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
5
$304,988
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KARL GENTLES BOARD MEMBER (THRU 03/2024) 0.00
Director
$0 $0 $0
PAUL HICKMAN CHAIRMAN (THRU 08/2023) 0.00
Officer Director
$0 $0 $0
CHERYL LOMBARD SECRETARY (THRU 03/2024) 0.00
Officer Director
$0 $0 $0
VADA MANAGER BOARD MEMBER 0.00
Director
$0 $0 $0
DANNY SEIDEN BOARD MEMBER (THRU 03/2024) 0.00
Director
$0 $0 $0
JIM SWANSON TREASURER 0.00
Officer Director
$0 $0 $0
SANDRA WATSON VICE CHAIRMAN 0.00
Officer Director
$0 $0 $0
GARY TRUJILLO BOARD MEMBER (THRU 03/2024) 0.00
Director
$0 $0 $0
ANDREW LOMBARD PRESIDENT & CEO 1.00
Officer
$264,798 $40,190 $304,988
JENNIFER PALMER EXECUTIVE ASSISTANT TO CEO 1.00
Highest
$109,250 $2,174 $111,424
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 $1,130,476 $1,080,230 $9,340,891 $50,246
2023 $8,243,963 $1,178,992 $7,402,095 $7,064,971
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