This document is available directly from this link: https://www2.illinois.gov/dceo/ExpandRelocate/Incentives/taxassistance/Pages/AngelInvestment.aspx#Overview

 

Illinois Angel Investment Credit Program For Startup Businesses

The QNBV program Qualified New Business Ventures

QNBV Forms

  • 2019 Qualified New Business Venture Application Documents (QNBV applications are reviewed by a committee on a rolling basis throughout the calendar year)

 

Creating an Incentivized Environment

The Illinois Angel Investment Tax Credit Program encourages investment in innovative, early-stage companies to help them obtain the working capital needed to further their growth in Illinois. Investors in companies certified as Qualified New Business Ventures (QNBVs) can receive a state tax credit equal to 25% of their investment (up to $2 million).

Tax Incentive Allocations

A total of $10 million in Angel Investment tax credits will be allocated in 2019.  Funds will be allocated by quarter, on a first-come first-served basis (see Allocation Schedule, under Program Documents below).  Once tax incentive funding for a particular quarter is exhausted, no further funds can be allocated until the subsequent quarter.

Program Documents

 

BUSINESSES (QNBVs)

Businesses must register for each taxable year in which they desire to be a qualified new business venture (QNBV).  All previously certified QNBV’s MUST apply as a new applicant each year. QNBV applications are reviewed by a committee on a rolling basis throughout the calendar year.

Businesses seeking eligibility with the program must satisfy the following requirements:

  1. Must be principally engaged in innovation
  2. Must have fewer than 100 employees upon submitting application
  3. At least 51% of employees must be located in Illinois
  4. The principal place of business must be in Illinois
  5. Must have been in operation in Illinois for no more than 10 consecutive years prior to certification
  6. Must have the potential to create jobs or capital investments, or both
  7. Cannot have received more than $10 million in aggregate private equity investments, or $4 million in investments that qualified for tax credits
  8. Must be registered in good standing with the Illinois Secretary of State’s Office to transact business in Illinois
  9. If approved and an investment into a QNBV business results in the issuance of a tax credit, the QNBV is required to submit annual reports for three years following the issue date of tax credit

QNBV Forms

  • 2019 Qualified New Business Venture Application Documents (QNBV applications are reviewed by a committee on a rolling basis throughout the calendar year)

 

  • QNBV Set-AsidesThe 2018 Angel legislation created two specific set-asides.  The Registration Notice provided to each QNBV upon certification indicates which, if any, apply.
        1. $500,000 in tax credits are set-aside for investments made in QNBVs which are “minority owned businesses”, “$500,000 in tax credits are reserved for investments made in QNBVs which are “minority owned businesses”, “women owned businesses”, or “businesses owned by a person with a disability.” The legislation specifies that these terms be defined as they are used in the Business Enterprise for Minorities, owned businesses”, or “businesses owned by a person with a disability.” The legislation specifies that these terms be defined as they are used in the Business Enterprise for Minorities, Women, and Persons with Disabilities Act.  More information on that Act can be found at http://www.ilga.gov/legislation/ilcs/ilcs3.asp?ActID=550&.
        2. $500,000 in tax credits are set-aside for investments made in QNBVs with their principal place of business in counties with a population of not more than 250,000.

     

     

     

Published On: 02/19/2019 / Categories: Blog /