Civic Intelligence

Accion Opportunity Fund Community Development

990 • Fiscal year 2021 • EIN 31-1719434

Jul 01, 2020 to Jun 30, 2021 • Filed on May 13, 2022

Organization ProfileAOFUND.ORG

View Organization Page

111 West St John Street No 800San Jose, CA 95113

(408) 297-0204

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.74x

Higher debt load relative to assets than 82% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

2.77x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

76th percentile

29%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

36th percentile

$352,072

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

94th percentile

52%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

17%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$200,481,759

Up $68,787,618 (+52%) from 2020

Net Assets

Up

$51,831,395

Up $15,732,485 (+44%) from 2020

Liabilities

Up

$148,650,364

Up $53,055,133 (+55%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin76th percentile

Revenue

Up

$53,600,614

Up $7,894,810 (+17%) from 2020

Expenses

Up

$37,865,674

Up $1,922,221 (+5.3%) from 2020

Net Income

Up

$15,734,940

Up $5,972,589 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2012: $45,173,655Liabilities 2012: $33,485,514Net Assets 2012: $11,688,1412012Assets 2013: $30,198,126Liabilities 2013: $17,216,020Net Assets 2013: $12,982,1062013Assets 2015: $50,694,651Liabilities 2015: $29,298,241Net Assets 2015: $21,396,4102015Assets 2016: $75,398,341Liabilities 2016: $49,782,874Net Assets 2016: $25,615,4672016Assets 2018: $101,313,439Liabilities 2018: $74,899,735Net Assets 2018: $26,413,7042018Assets 2019: $120,500,262Liabilities 2019: $94,177,559Net Assets 2019: $26,322,7032019Assets 2020: $131,694,141Liabilities 2020: $95,595,231Net Assets 2020: $36,098,9102020Assets 2021: $200,481,759Liabilities 2021: $148,650,364Net Assets 2021: $51,831,3952021Assets 2022: $197,674,592Liabilities 2022: $123,913,523Net Assets 2022: $73,761,0692022

Highlighted filing

2021

Assets$200,481,759
Liabilities$148,650,364
Net Assets$51,831,395
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2012: $6,871,0672012Expenses 2013: $7,073,0862013Revenue 2015: $16,366,009Expenses 2015: $10,848,242Net Income 2015: $5,517,7672015Revenue 2016: $18,291,420Expenses 2016: $14,084,236Net Income 2016: $4,207,1842016Revenue 2018: $23,892,492Expenses 2018: $25,900,577Net Income 2018: -$2,008,0852018Revenue 2019: $30,948,868Expenses 2019: $31,063,419Net Income 2019: -$114,5512019Revenue 2020: $45,705,804Expenses 2020: $35,943,453Net Income 2020: $9,762,3512020Revenue 2021: $53,600,614Expenses 2021: $37,865,674Net Income 2021: $15,734,9402021Revenue 2022: $58,948,332Expenses 2022: $36,949,147Net Income 2022: $21,999,1852022

Highlighted filing

2021

Revenue$53,600,614
Expenses$37,865,674
Net Income$15,734,940
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 13, 2022
Return Version
2020v4.2
Gross Receipts
$53,618,814
Mission and Program Overview

Mission

Opportunity fund mission is to drive economic mobility by delivering affordable capital and responsible financial solutions to determined entrepreneurs and communities.

To deliver affordable capital and responsible financial solutions (see sch. O for continuation) to underserved entrepreneurs and communities, with a special focus on low-income people, people of color, and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$89,002,989$137,331,322▲ $48,328,333
Savings and Temporary Cash Investments$21,354,337$22,750,613▲ $1,396,276
Pledges and Grants Receivable$4,363,667$3,398,519▼ $965,148
Land, Buildings, and Equipment, Net$2,377,895$1,706,270▼ $671,625
Accounts Receivable$1,092,481$1,377,539▲ $285,058
Investments in Publicly Traded Securities$740,640$861,376▲ $120,736
Investments Other Securities$857,004--
Investments Program Related-$851,450-
Intangible Assets$1,133,334$733,333▼ $400,001
Prepaid Expenses and Deferred Charges$545,200$368,099▼ $177,101
Total Assets$131,694,141$200,481,759▲ $68,787,618
Other Assets Total$10,226,594$31,103,238▲ $20,876,644
Liabilities
Mortgage Notes Payable Secured by Investment Property$92,133,830$144,281,796▲ $52,147,966
Accounts Payable and Accrued Expenses$3,412,729$4,368,169▲ $955,440
Deferred Revenue$5,000$0▼ $5,000
Other Liabilities$43,672$399▼ $43,273
Total Liabilities$95,595,231$148,650,364▲ $53,055,133
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,700,662$44,043,750▲ $10,343,088
Net Assets With Donor Restrictions$2,398,248$7,787,645▲ $5,389,397
Total Net Assets Fund Balance$36,098,910$51,831,395▲ $15,732,485
Total Liabilities and Net Assets / Fund Balance$131,694,141$200,481,759▲ $68,787,618

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,606,078$3,874,275$5,480,353
Equipment$96,173$82,353$178,526
Leasehold Improvements$4,019$172,508$176,527
Other Assets Org$31,103,238--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Luz Lopez UrrutiaChief Executive OfficerFT$327,593$24,479$352,072
Michael RapaportPresident, Chief Operating OfficerFT$228,729$41,284$270,013
Luis RodriguezSr VP Service Ops & ComplianceFT$221,010$22,817$243,827
Adriana EirizVP, Sales and PartnershipsFT$185,694$48,636$234,330
S Jamila BucknerChief People OfficerFT$210,637$15,179$225,816
Laura KvalheimVP, Technology & PmoFT$181,489$40,063$221,552
Mike TorresInterim Chief Financial OfficerFT$192,566$27,145$219,711
James XuSenior Director, Analytics & Business IntelligenceFT$200,836$12,429$213,265
James XuSenior Director, Analytics & Busines-$200,578$12,687$213,265
Christopher BeriniChief Development OfficerFT$188,397$12,817$201,214
Carolina MartinDenior Director, Inst. PartnershipsFT$177,196$23,025$200,221
Eric WeaverDirectorPT$123,006$12,371$135,377

Board Members and Trustees

NameTitle
Greg AvisBoard Chair
Jim KoshlandVice Chair & Secretary
Brian GrahamDirector
Caretha ColemanDirector
Debra EngelDirector
Diana TaylorDirector
Dickson ChuDirector
Esteban AltschulDirector
Joni CropperDirector
Juanita LottDirector
Lata KrishnanDirector
Madeleine FacklerDirector
Michael SchleinDirector
Parker HudnutDirector
Phil BlackDirector
Solana CozzoDirector
Swati BhatiaDirector
Todd BakerDirector
Yun-fang JuanDirector
Mickey KonsonAsst. Secretary
Rolland Jurgens - Fr Feb 2021Chief Financial Officer

Highest Paid Contractors

ContractorServicesLocationCompensation
Virsa Capital INCReferral Fees For Small Business Loans17914 MURPHY PARKWAY, Lathrop, CA 95330, Mx$954,571
Sgs Holding De MexicoConsulting & Training1845 MONTURA VW UNIT 202, Colorado Springs, CO 80919$670,797
Measured ConnectionsSoftware Development ServicesPO BOX 205970, Dallas, TX 75320-5970$500,906
Q2 Software INCSoftware Development Services595 MARKET, San Francisco, CA 94105$467,212
Lending ClubReferral Fees For Small Business Loans &-$314,548
Revenue and Support

Revenue Composition

Contributions and Grants
$30,880,553
Program Service Revenue
$22,654,762
Investment Income
$65,299
Other Revenue
$0
All Other Contributions
$25,656,110
Change in Net Assets
$15,734,940

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table7$146,500Fair Market Value (FMV)
Securities Publicly Traded6$115,500Fair Market Value (FMV)
Total Noncash Contributions13$262,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$53,600,614
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,455
Total Revenue per Audited Statements
$53,598,159
Total Revenue per Form 990
$53,600,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,183,405
Salaries, Compensation, and Employee Benefits$14,357,722
Grants and Similar Amounts Paid$4,324,547
Total Fundraising Expense$1,951,170
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,830,301$4,208,547$1,041,435$10,080,283
Grants to Domestic Individuals$4,324,547--$4,324,547
Interest$2,330,029--$2,330,029
Information Technology$1,326,698$328,428$102,266$1,757,392
Current Officers, Directors, Trustees, and Key Employees$269,908$1,058,767$243,849$1,572,524
Other Employee Benefits$943,376$473,563$139,225$1,556,164
Depreciation Depletion$1,011,307$410,674$115,288$1,537,269
Occupancy$606,724$246,380$69,166$922,270
Payroll Taxes$402,848$412,004$100,712$915,564
Fees for Services Other$505,175$242,351$50,947$798,473
Office Expenses$220,438$339,324$32,751$592,513
Fees for Services Legal$140,243$216,433$123$356,799
Advertising$52,479$276,918$206$329,603
Pension Plan Contributions$144,907$66,380$21,900$233,187
Fees for Services Accounting$8,800$133,625-$142,425
Insurance$84,594$34,176$9,667$128,437
Conferences and Meetings$14,596$34,104$3,880$52,580
Fees for Services Lobbying$43,432--$43,432
Other Expenses$4,226,976$7,418$19,152$26,570
Travel$2,304$8,306$258$10,868
Total Functional Expenses$27,415,128$8,499,376$1,951,170$37,865,674

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$37,865,674
Total Expenses per Audited Statements$37,865,674
Total Expenses per Form 990$37,865,674
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Savings Program Match$399
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“On march 31, 2021 the name of the corporation changed to accion opportunity fund community development, formerly known as opportunity fund community development.”

Form 990, Part VI, Section A, Line 6

“Accion opportunity fund inc., a delaware nonstock, nonprofit corporation, is the sole statutory member of the filing organization.”

Form 990, Part VI, Section A, Line 7A

“Accion opportunity fund is the sole statutory member of the filing organization as defined in section 5056 of the california nonprofit public benefit corporation law. As nearly as possible as one-third of the directors shall be elected to the board at each annual meeting of the members.”

Form 990, Part VI, Section B, Line 11B

“Accion opportunity fund audit committee shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. Once the audit committee has approved the draft form 990, it shall be sent to all members of the board of directors for their review, prior to filing with irs. Once the review period has been duly expired, the form 990 is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The organization requires each director, principal officer and board members to sign a disclosure statement which affirms they received a copy, read and understand, and comply with the organization's conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“The board of directors approve the ceo and president's compensation and the ceo approves other officers or key employee's compensation using comparability and contemporaneous substantiation.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy, and the financial statements are available upon request in writing to the organization. The form 990 is also available at guidestar.org.”

Filing and Contact Details

Filer

Filer Name
Accion Opportunity Fund Community
EIN
31-1719434
Phone
4082970204
Address
111 WEST ST JOHN STREET NO 800, SAN JOSE, CA 95113

Signing Officer

Name
Rolland Jurgens
Title
Evp & CFO
Phone
4082970204
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rolland Jurgens
Formed
1993
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
20
Employees
155
Volunteers
22

Preparer

Firm
Armanino Llp
Address
50 W SAN FERNANDO ST STE 500, SAN JOSE, CA 95113
Preparer
Matthew Petroski
Phone
4082006400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, the organization qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. Income which is not related to exempt purposes less applicable deductions, is subject to federal and state corporate income taxes. The organization had no unrelated business income for the years ended june 30, 2021 and 2020, respectively. The organization is exempt from california state income taxes under the provision of section 23701d of the revenue and taxation code. The organization may be liable for income taxes based on income earned in other states in which it has not yet applied for exemption. As of june 30, 2021 and 2020, the organization assessed the amount of state taxes, if any, to be immaterial to its financial statements and did not accrue any tax liability in its statement of financial position. The organization is subject to potential examination by taxing authorities for income tax returns filed in the u.s. Federal jurisdiction and the state of california. The tax years that remain subject to potential examination for the u.s. Federal jurisdiction are years ended june 30, 2018, and forward. The state of california tax jurisdiction is subject to potential examination for years ended june 30, 2017 and forward. As of june 30, 2021 and 2020, management did not identify any uncertain tax positions.”

Raw XML AppendixShowing 400 of 1,477 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0SMALL BUSINESS LENDING PROGRAM - THE ORGANIZATION MAKES LOANS TO SMALL BUSINESSES THAT LACK ACCESS TO AFFORDABLE CREDIT FROM TRADITIONAL SOURCES. SINCE INCEPTION, THE ORGANIZATION HAS MADE OVER 22,000 LOANS TOTALING $625 MILLION TO SMALL BUSINESSES WHOSE OWNERS ARE PRIMARILY PEOPLE OF COLOR AND/OR LOW TO MODERATE INCOME. MANY LOANS TO CALIFORNIA-BASED BORROWERS ARE ENROLLED IN A LOAN LOSS RESERVE PARTIALLY FUNDED BY THE STATE OF CALIFORNIA AS PART OF ITS CAPITAL ACCESS PROGRAM.BEGINNING IN JUNE 2020, IN RESPONSE TO COVID-19, THE ORGANIZATION BEGAN OFFERING LOWER COST LOANS WITH INTEREST RATES FROM 4-4.25% TO SELECT BORROWERS WHO WERE SEVERELY IMPACTED BY COVID-19. THE ORGANIZATION ALSO BEGAN PARTICIPATING IN SELECT PUBLIC-PRIVATE PARTNERSHIPS THAT OFFER LOW-RATE LOAN PROGRAMS. THESE LOANS ARE TYPICALLY BACKSTOPPED BY A LOAN LOSS RESERVE PROGRAM ADMINISTERED BY A GOVERNMENT PROGRAM AND SOLD TO A SPECIAL PURPOSE CREDIT VEHICLE WHERE ONLY A PORTION OF THE LOANS, TYPICALLY 5-10%, REMAIN ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION.IN APRIL 2020 THE ORGANIZATION WAS APPROVED AS A PAYCHECK PROTECTION PROGRAM ("PPP") LENDER BY THE U.S. SMALL BUSINESS ADMINISTRATION. THIS PRODUCT FOR SMALL BUSINESSES RANGES IN SIZE BASED ON THE PAYROLL OF THE COMPANY, HAS A 1 % FIXED INTEREST RATE, AND MAY BE FULLY FORGIVABLE IF THE FUNDS ARE USED FOR AN ELIGIBLE PURPOSE.THE ORGANIZATION SELLS PARTICIPATIONS IN ITS LOAN PORTFOLIO TO A FEW INSTITUTIONS. THE PURPOSE OF THESE SALES IS TO MANAGE CREDIT CONCENTRATION IN THE ORGANIZATION'S PORTFOLIO AND TO GENERATE LIQUIDITY TO PROVIDE FOR ADDITIONAL LOAN GROWTH. LOANS ARE TYPICALLY SOLD AT A PREMIUM OVER FACE VALUE AND THE ORGANIZATION RETAINS THE SERVICING OF THE LOANS, FOR WHICH IT CHARGES A MONTHLY FEE.THE ORGANIZATION USES A GLOBAL SERVICE PROVIDER TO ASSIST WITH SOME OF ITS LOAN ORIGINATIONS AND SERVICING FUNCTIONS. THE GLOBAL SERVICE PROVIDER PERFORMS THESE FUNCTIONS OUTSIDE THE US AND HAS INDUSTRY APPROPRIATE BUSINESS CONTINUITY PLANS IN PLACE. AOFCD DOES NOT HAVE ANY EMPLOYEES OR ASSETS OUTSIDE THE US.
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt23INTERIM CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25SR VP SERVICE OPS & COMPLIANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP, SALES AND PARTNERSHIPS
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP, TECHNOLOGY & PMO
IRS990/Form990PartVIISectionAGrp/TitleTxt29SENIOR DIRECTOR, ANALYTICS & BUSINESS INTELLIGENCE
IRS990/Form990PartVIISectionAGrp/TitleTxt30CHIEF DEVELOPMENT OFFICER
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,481,759
Liabilities
$148,650,364
Net assets
$51,831,395
Revenue
$53,600,614
Expenses
$37,865,674
Net income
$15,734,940
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$124$73.8$58.9$36.9$22.0
2021Detailed filing. Detailed filing data is available for this year.$200$149$51.8$53.6$37.9$15.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$132$95.6$36.1$45.7$35.9$9.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$121$94.2$26.3$30.9$31.1$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$74.9$26.4$23.9$25.9$2.01
2016Detailed filing. Detailed filing data is available for this year.$75.4$49.8$25.6$18.3$14.1$4.21
2015Detailed filing. Detailed filing data is available for this year.$50.7$29.3$21.4$16.4$10.8$5.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$17.2$13.0$7.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$33.5$11.7$6.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $100M-$250M nonprofits