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Arizona · Nonprofit

INVEST SOUTHWEST

INVEST SOUTHWEST (Arizona) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being GREATER PHOENIX LEADERSHIP INC ($10,000). 0 of them have funded it in more than one year.

Revenue FY2024
$305k
Funders on record
1
Grants received
$10k
Net assets
$120k
0/1 repeat funderspeak grant-dependency 3%
01What it does

What Invest Southwest does

Mission

Invest Southwest brings together investors with arizona's most promising technology ventures.

As stated on its FY2024 Form 990.

Program

  1. Venture madness by Invest Southwest brings together investors with the region's most promising ventures. It serves as the connective tissue between the investor and entrepreneurial community through its annual programs and events, including its signature event, the venture madness conference.

The program described on its FY2024 Form 990.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($350k) Expenses 100 ($377k) Net assets 100 ($44k)2019 Revenue 80 ($281k) Expenses 74 ($281k) Net assets 234 ($103k)2020 Revenue 72 ($254k) Expenses 57 ($215k) Net assets 321 ($142k)2021 Revenue 77 ($268k) Expenses 66 ($249k) Net assets 365 ($161k)2022 Revenue 99 ($347k) Expenses 75 ($284k) Net assets 507 ($223k)2023 Revenue 75 ($263k) Expenses 87 ($329k) Net assets 358 ($158k)2024 Revenue 87 ($305k) Expenses 91 ($343k) Net assets 272 ($120k)
2017201920202021202220232024
Revenue (87)Expenses (91)Net assets (272)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $162k to $366k (+125%).

$265k
$298k
$162k
$366k
$347k
$195k
$272k
2017201920202021202220232024
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 7 reported years ran a deficit.

−$27k
’17
$620
’19
$39k
’20
$19k
’21
$63k
’22
−$66k
’23
−$38k
’24
9.5
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Karen Katzorke

Executive director

Board chair

Tom Fulcher

Chair & treasurer

As listed on its FY2024 Form 990.

2017201920202021202220232024
Listed910101014915
Joined··+2+3+4+0+6
No longer listed··23050
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'17
total
funders
1

From the IRS filings of INVEST SOUTHWEST’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of INVEST SOUTHWEST's grant income comes from Arizona funders.

AZ

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like INVEST SOUTHWEST

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Arizona

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Governance

9
board members
89%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Screen this organization

A dated, signed PDF of the compliance screen for INVEST SOUTHWEST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds INVEST SOUTHWEST?
INVEST SOUTHWEST (Arizona) receives grants from 1 organization whose IRS filings report $10,000 to it, the largest being GREATER PHOENIX LEADERSHIP INC ($10,000). 0 of them have funded it in more than one year.
How many funders does INVEST SOUTHWEST have?
IRS filings report 1 organization giving $10,000 in grants to INVEST SOUTHWEST.
Who is the largest funder of INVEST SOUTHWEST?
GREATER PHOENIX LEADERSHIP INC is the largest funder on record, with $10,000 in grants. The full list of funders is on this page.
How can an organization like INVEST SOUTHWEST find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Arizona. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Invest Southwest →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing