2025-11-17T16:17:42-06:00 2024-12-31 823543701 WATSON COON RYAN LLC 6025 SOUTH QUEBEC STREET SUITE 260 CENTENNIAL CO 80111 990 2024-01-01 851446446 ENERGIZE COLORADO INC ENER 3144010501 4845 PEARL EAST CIR PMB 76039 118 BOULDER CO 80301 SCOTT ROMANO CHIEF OPERATING OFFICER 3144010501 2025-11-17 1 1 KELLY D WATSON P01301106 3037923020 2024 2025-03-06 01:10:19Z SCOTT ROMANO 4845 PEARL EAST CIR PMB 76039 118 BOULDER CO 80301 1268713 0 X WWW.ENERGIZECOLORADO.COM X 2020 CO 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. 12 12 7 14 0 0 236833 374548 414555 864848 104 29317 0 0 651492 1268713 0 0 0 0 497264 656656 0 0 162774 593024 1934749 1090288 2591405 -438796 -1322692 10981327 15449662 7851699 13642726 3129628 1806936 X 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. 0 0 1867681 864848 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. 1867681 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X CHRISTINE WALSH 3144010501 4845 PEARL EAST CIR PMB 76039 118 BOULDER CO 80301 BONNIE WATSON CHIEF EXECUTIVE OFFICER 40.00 X 147024 0 5824 SCOTT ROMANO CHIEF OPERATIONS OFFICER 40.00 X 107184 0 5097 ABRAM SLOSS MEMBER 1.00 X 0 0 0 ERIK MITISEK MEMBER 1.00 X 0 0 0 PATTI SCHWAYDER MEMBER 1.00 X 0 0 0 SHELLY MARQUEZ MEMBER 1.00 X 0 0 0 JESUS SALAZAR MEMBER 1.00 X 0 0 0 MEG PORFIDO MEMBER 1.00 X 0 0 0 MARC NAGER MEMBER 1.00 X 0 0 0 JAKE RISHAVY MEMBER 1.00 X 0 0 0 LEE TOKO MEMBER 1.00 X 0 0 0 KATIE GENOVA MEMBER 1.00 X 0 0 0 WENDY LEA CHAIR 1.00 X X 0 0 0 JERRY QUINN TREASURER/FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 BRAD FELD FORMER CHAIR 1.00 X X 0 0 0 ERIC DRUMMOND FORMER FINANCE COMMITTEE CHAIR 1.00 X X 0 0 0 254208 0 10921 2 0 1 0 0 374548 374548 LOAN INTEREST INCOME 522291 540801 540801 LOAN FEE INCOME 522291 279444 279444 CHFA INCOME 522291 41663 41663 MISC INCOME 522291 2940 2940 864848 29317 29317 1268713 864848 0 29317 268105 67026 166477 34602 300864 145195 147922 7747 3799 1540 2023 236 36521 16502 18458 1561 47367 19202 25225 2940 76744 71728 5016 26838 26838 56569 14832 33466 8271 182574 25069 56409 101096 42574 17259 22673 2642 60848 23016 34308 3524 19620 4532 15088 136770 136770 5707 5707 CREDIT LOSS EXPENSE 1225673 1225673 LOAN FUND OPERATIONS 71338 71338 PROGRAM EXPENSES 23430 23430 ENERGIZE COMMUNITY 3550 3550 2514 1019 1340 155 2591405 1867681 560950 162774 354628 5026781 367440 870038 110000 10259259 9442843 10981327 15449662 40645 31672 7811054 13611054 7851699 13642726 X 3129628 1806936 3129628 1806936 10981327 15449662 -1322692 0 X X 0 0 1 0 X 2623436 2500004 395537 236833 374548 6130358 2623436 2500004 395537 236833 374548 6130358 1935824 4194534 104 29317 29421 6159779 1283875 0.68100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 PROGRAMMATIC INVESTMENTS--LOANS RECEIVABLE 9442843 C 9442843 X 0 0 0 0 0 0 0 0 0 BONNIE WATSON CHIEF EXECUTIVE OFFICER 147024 0 0 0 0 0 0 0 5824 0 152848 0 0 0 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. ENERGIZE COLORADO GAP FUND LLC 4845 PEARL EAST CIRCLE SUITE 118 PM BOULDER CO 80301 851446446 GRANTS AND LOANS CO ENERGIZE COLORADO