Civic Intelligence

Accessity

EIN 33-0620415 • 501(c)3 • San Diego, CA

Profile

Accessity's mission is to open doors of financial opportunity to those historically with less access to capital and business support: primarily entrepreneurs of color, women, immigrant, and low-to-moderate income entrepreneurs, so they can build a prosperous business and livelihood for themselves and their families, while also strengthening our communities.

404 Euclid Avenue Ste 271San Diego, CA 92114

www.accessity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.45x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$23,530,909

Up $1,193,583 (+5.3%) from 2023

Liabilities

Down

$3,772,354

Down $1,949,873 (-34%) from 2023

Net Assets

Up

$19,758,555

Up $3,143,456 (+19%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin84th percentile

Revenue

Up

$8,466,640

Up $2,308,236 (+37%) from 2023

Expenses

Up

$5,323,184

Up $496,035 (+10%) from 2023

Net Income

Up

$3,143,456

Up $1,812,201 (+136%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2020: $20,556,045Liabilities 2020: $7,611,256Net Assets 2020: $12,944,7892020Assets 2021: $20,855,169Liabilities 2021: $7,175,728Net Assets 2021: $13,679,4412021Assets 2022: $20,405,394Liabilities 2022: $5,121,550Net Assets 2022: $15,283,8442022Assets 2023: $22,337,326Liabilities 2023: $5,722,227Net Assets 2023: $16,615,0992023Assets 2024: $23,530,909Liabilities 2024: $3,772,354Net Assets 2024: $19,758,5552024

Highlighted filing

2024

Assets$23,530,909
Liabilities$3,772,354
Net Assets$19,758,555
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2020: $6,323,193Expenses 2020: $3,257,844Net Income 2020: $3,065,3492020Revenue 2021: $4,197,275Expenses 2021: $3,462,623Net Income 2021: $734,6522021Revenue 2022: $5,295,637Expenses 2022: $3,691,234Net Income 2022: $1,604,4032022Revenue 2023: $6,158,404Expenses 2023: $4,827,149Net Income 2023: $1,331,2552023Revenue 2024: $8,466,640Expenses 2024: $5,323,184Net Income 2024: $3,143,4562024

Highlighted filing

2024

Revenue$8,466,640
Expenses$5,323,184
Net Income$3,143,456
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,530,909
Liabilities
$3,772,354
Net assets
$19,758,555
Revenue
$8,466,640
Expenses
$5,323,184
Net income
$3,143,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$3.77$19.8$8.47$5.32$3.14
2023Detailed filing. Detailed filing data is available for this year.$22.3$5.72$16.6$6.16$4.83$1.33
2022Detailed filing. Detailed filing data is available for this year.$20.4$5.12$15.3$5.30$3.69$1.60
2021Detailed filing. Detailed filing data is available for this year.$20.9$7.18$13.7$4.20$3.46$0.73
2020Detailed filing. Detailed filing data is available for this year.$20.6$7.61$12.9$6.32$3.26$3.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$8,466,640
Mission and Program Overview

Mission

Accessity's mission is to open doors of financial opportunity to those historically with less access to capital and business support: primarily entrepreneurs of color, women, immigrant, and low-to-moderate income entrepreneurs, so they can build a prosperous business and livelihood for themselves and their families, while also strengthening our communities.

Accessity s mission is to open doors of financial opportunity to low-income entrepreneurs, entrepreneurs of color, women, and immigrant entrepreneurs so they can build prosperous businesses and livelihoods for themselves and their families while also strengthening our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$16,888,457$18,589,535▲ $1,701,078
Savings and Temporary Cash Investments$4,037,426$3,156,631▼ $880,795
Accounts Receivable$715,150$997,295▲ $282,145
Prepaid Expenses and Deferred Charges$68,359$81,293▲ $12,934
Pledges and Grants Receivable$47,586$49,321▲ $1,735
Land, Buildings, and Equipment, Net$28,072$12,017▼ $16,055
Cash and Non-Interest-Bearing Accounts-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$22,337,326$23,530,909▲ $1,193,583
Other Assets Total$552,276$644,817▲ $92,541
Liabilities
Unsecured Notes Loans Payable$2,984,460$2,675,994▼ $308,466
Accounts Payable and Accrued Expenses$972,013$972,806▲ $793
Other Liabilities$1,765,754$123,554▼ $1,642,200
Total Liabilities$5,722,227$3,772,354▼ $1,949,873
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,837,938$18,650,544▲ $2,812,606
Net Assets With Donor Restrictions$777,161$1,108,011▲ $330,850
Total Net Assets Fund Balance$16,615,099$19,758,555▲ $3,143,456
Total Liabilities and Net Assets / Fund Balance$22,337,326$23,530,909▲ $1,193,583

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$10,880$81,744$92,624
Equipment$1,137$89,223$90,360
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Javier IslasCFO/TreasurerFT$167,029$31,254$198,283
Mar Diteos RendonCEOFT$161,054$34,213$195,267
Elizabeth SchottFormer CEOFT$121,736$3,548$125,284
Robert LopezFormer COOFT$113,389$3,773$117,162

Board Members and Trustees

NameTitle
Gordon P BoernerChairman
Mark EmchVice Chair
Alex RodriguezDirector
Carlos MunozDirector
Cesar HernandezDirector
Eugene LouieDirector
Joon HanDirector
Michael FletcherDirector
Sandra FelegyDirector
Sean CarpenterDirector
Stacey KartchnerDirector
Stacie EastDirector
Stephen FriedmanDirector
Victor A VilaplanaDirector
Victor NavaDirector
William D LynchDirector
Chikako TylerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,973,981
Program Service Revenue
$2,331,665
Investment Income
$80,103
Other Revenue
$80,891
All Other Contributions
$3,629,668
Change in Net Assets
$3,143,456

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,466,640
Total Revenue per Audited Statements
$8,466,640
Total Revenue per Form 990
$8,466,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,620,148
Other Expenses$1,703,036
Total Fundraising Expense$21,677
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,246,371$151,606$12,292$2,410,269
Current Officers, Directors, Trustees, and Key Employees$573,248$38,688$3,137$615,073
Payroll Taxes$554,359$37,413$3,034$594,806
All Other Expenses$150,599$10,165$823$161,587
Advertising-$158,924-$158,924
Other Expenses$109,406$7,384$598$117,388
Information Technology-$104,305-$104,305
Fees for Services Legal-$98,160-$98,160
Interest$78,156--$78,156
Fees for Services Accounting-$51,720-$51,720
Insurance$35,408$2,390$193$37,991
Travel$30,273$2,043$166$32,482
Depreciation Depletion$16,290$1,099$90$17,479
Occupancy$11,348$766$62$12,176
Office Expenses$2,325$157$13$2,495
Total Functional Expenses$4,621,029$680,478$21,677$5,323,184

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,323,184
Total Expenses per Audited Statements$5,323,184
Total Expenses per Form 990$5,323,184
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$123,554
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
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is provided to the Finance Committee for its review. As a process, the tax return is then sent to full board for review.”

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

“Compensation for all employees, including the executive director, is determined by the Human Resources Committee, which is comprised of four board members. Many factors are taken into consideration, including performance, funding availability, comparable salaries, economic factors.”

Form 990, Part VI, Section C, Line 19

“Governing documents,policies and financial statements are made available to various partners per grant and/or loan agreements. In addition, these documents are made available to other interested parties upon request. Our annual report is available to the public on our website.”

Filing and Contact Details

Filer

Filer Name
Accessity
EIN
33-0620415
Phone
6197957250
Address
404 EUCLID AVENUE STE 271, SAN DIEGO, CA 92114

Signing Officer

Name
Javier Islas
Title
CFO/Treasurer
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
37
Volunteers
8

Preparer

Firm
Lily Tax Inc
Address
5850 Oberlin Dr Ste 240, San Diego, CA 92121
Preparer
Chris Nelson CPA
Phone
8582637488
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IRS990/MissionDesc0Accessity is committed to fostering an inclusive and equitable environment where all entrepreneurs are welcomed and supported. We do not discriminate on the basis of race, ethnicity, gender, sexual orientation, disability, religion, or any other protected status. Our goal is to ensure that all entrepreneurs have access to the resources they need to succeed.
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