Civic Intelligence

Accessity

990 • Fiscal year 2023 • EIN 33-0620415

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 11, 2024

Organization Profilewww.accessity.org
404 Euclid Avenue Ste 271San Diego, CA 92114

(619) 795-7250

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$22,337,326

Up $1,931,932 (+9.5%) from 2022

Net Assets

Up

$16,615,099

Up $1,331,255 (+8.7%) from 2022

Liabilities

Up

$5,722,227

Up $600,677 (+12%) from 2022

Revenue And Expenses

Revenue

Up

$6,158,404

Up $862,767 (+16%) from 2022

Expenses

Up

$4,827,149

Up $1,135,915 (+31%) from 2022

Net Income

Down

$1,331,255

Down $273,148 (-17%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$22,337,326
Liabilities$5,722,227
Net Assets$16,615,099
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$6,158,404
Expenses$4,827,149
Net Income$1,331,255
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 11, 2024
Return Version
2023v5.1
Gross Receipts
$6,158,404
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$14,258,716$16,888,457▲ $2,629,741
Savings and Temporary Cash Investments$5,435,577$4,037,426▼ $1,398,151
Accounts Receivable$359,163$715,150▲ $355,987
Prepaid Expenses and Deferred Charges$65,979$68,359▲ $2,380
Pledges and Grants Receivable$50,624$47,586▼ $3,038
Land, Buildings, and Equipment, Net$17,246$28,072▲ $10,826
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$20,405,394$22,337,326▲ $1,931,932
Other Assets Total$218,089$552,276▲ $334,187
Liabilities
Unsecured Notes Loans Payable$4,249,509$2,984,460▼ $1,265,049
Other Liabilities$280,097$1,765,754▲ $1,485,657
Accounts Payable and Accrued Expenses$591,944$972,013▲ $380,069
Total Liabilities$5,121,550$5,722,227▲ $600,677
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,759,392$15,837,938▲ $1,078,546
Net Assets With Donor Restrictions$524,452$777,161▲ $252,709
Total Net Assets Fund Balance$15,283,844$16,615,099▲ $1,331,255
Total Liabilities and Net Assets / Fund Balance$20,405,394$22,337,326▲ $1,931,932

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$20,515$70,684$91,199
Equipment$7,557$82,803$90,360
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elizabeth SchottCEOFT$172,014$5,186$177,200
Robert LopezCOOFT$157,397$4,866$162,263
Mar Diteos RendonBus Dev OfficerFT$152,801$586$153,387
Javier IslasCFO/TreasurerFT$148,190$4,446$152,636

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$3,676,805
Program Service Revenue
$1,968,342
Investment Income
$75,813
Other Revenue
$437,444
All Other Contributions
$1,289,585
Change in Net Assets
$1,331,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,158,404
Total Revenue per Audited Statements
$6,158,404
Total Revenue per Form 990
$6,158,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,506,578
Other Expenses$1,320,571
Total Fundraising Expense$27,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,173,476$164,294$16,006$2,353,776
Current Officers, Directors, Trustees, and Key Employees$575,635$43,512$4,239$623,386
Payroll Taxes$488,863$36,953$3,600$529,416
All Other Expenses$130,381$9,854$961$141,196
Advertising-$119,243-$119,243
Other Expenses$104,017$7,863$766$112,646
Fees for Services Accounting-$105,629-$105,629
Insurance$33,408$2,525$246$36,179
Travel$31,854$2,408$234$34,496
Interest$24,996--$24,996
Occupancy$13,211$999$97$14,307
Depreciation Depletion$12,015$908$89$13,012
Office Expenses$1,611$122$12$1,745
Total Functional Expenses$4,296,558$503,451$27,140$4,827,149

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,827,149
Total Expenses per Audited Statements$4,827,149
Total Expenses per Form 990$4,827,149
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$1,765,754
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 three 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
2024-10-11
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
37
Volunteers
8

Preparer

Firm
Craig V Castanos CPA
Address
401 B St Ste 2300, San Diego, CA 92101
Preparer
Craig Castanos CPA
Phone
6192352131
Raw XML AppendixShowing 400 of 622 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0591944
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0972013
IRS990/AccountsReceivableGrp/BOYAmt0359163
IRS990/AccountsReceivableGrp/EOYAmt0715150
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Accessity'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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0119243
IRS990/AdvertisingGrp/TotalAmt0119243
IRS990/AllOtherContributionsAmt01289585
IRS990/AllOtherExpensesGrp/FundraisingAmt0961
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09854
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0130381
IRS990/AllOtherExpensesGrp/TotalAmt0141196
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Craig V Castanos CPA
IRS990/BooksInCareOfDetail/PhoneNum06192352131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 B Street Suite 2300
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04239
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043512
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0575635
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0623386
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03676805
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt075813
IRS990/CYOtherExpensesAmt01320571
IRS990/CYOtherRevenueAmt0437444
IRS990/CYProgramServiceRevenueAmt01968342
IRS990/CYRevenuesLessExpensesAmt01331255
IRS990/CYSalariesCompEmpBnftPaidAmt03506578
IRS990/CYTotalExpensesAmt04827149
IRS990/CYTotalFundraisingExpenseAmt027140
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06158404
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt089
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0908
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012015
IRS990/DepreciationDepletionGrp/TotalAmt013012
IRS990/Desc0Stimulated local economic growth by providing access to credit and business support services to micro-enterprises.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0524452
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0777161
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt037
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04296558
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0105629
IRS990/FeesForServicesAccountingGrp/TotalAmt0105629
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt14866
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2586
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34446
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0Elizabeth Schott
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert Lopez
IRS990/Form990PartVIISectionAGrp/PersonNm2Mar Diteos Rendon
IRS990/Form990PartVIISectionAGrp/PersonNm3Javier Islas
IRS990/Form990PartVIISectionAGrp/PersonNm4Victor Nava
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Emch
IRS990/Form990PartVIISectionAGrp/PersonNm6Carlos Munoz
IRS990/Form990PartVIISectionAGrp/PersonNm7William D Lynch
IRS990/Form990PartVIISectionAGrp/PersonNm8Victor A Vilaplana
IRS990/Form990PartVIISectionAGrp/PersonNm9Lydia Huard
IRS990/Form990PartVIISectionAGrp/PersonNm10Sandra Felegy
IRS990/Form990PartVIISectionAGrp/PersonNm11Chikako Tyler
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephen Friedman
IRS990/Form990PartVIISectionAGrp/PersonNm13Stacie East
IRS990/Form990PartVIISectionAGrp/PersonNm14Joon Han
IRS990/Form990PartVIISectionAGrp/PersonNm15Eugene Louie
IRS990/Form990PartVIISectionAGrp/PersonNm16Stacey Kartchner
IRS990/Form990PartVIISectionAGrp/PersonNm17Gordon P Boerner
IRS990/Form990PartVIISectionAGrp/PersonNm18Sean Carpenter
IRS990/Form990PartVIISectionAGrp/PersonNm19Alex Rodriguez
IRS990/Form990PartVIISectionAGrp/PersonNm20Michael Fletcher
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0172014
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1157397
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2152801
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3148190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
IRS990/Form990PartVIISectionAGrp/TitleTxt2Bus Dev Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
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/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt02387220
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06158404
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0246
IRS990/InsuranceGrp/ManagementAndGeneralAmt02525
IRS990/InsuranceGrp/ProgramServicesAmt033408
IRS990/InsuranceGrp/TotalAmt036179
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt024996
IRS990/InterestGrp/TotalAmt024996
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt075813
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075813
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0153487
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017246
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028072
IRS990/LandBldgEquipCostOrOtherBssAmt0181559
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Accessity'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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt015283844
IRS990/NetAssetsOrFundBalancesEOYAmt016615099
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014759392
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015837938
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt097
IRS990/OccupancyGrp/ManagementAndGeneralAmt0999
IRS990/OccupancyGrp/ProgramServicesAmt013211
IRS990/OccupancyGrp/TotalAmt014307
IRS990/OfficeExpensesGrp/FundraisingAmt012
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0122
IRS990/OfficeExpensesGrp/ProgramServicesAmt01611
IRS990/OfficeExpensesGrp/TotalAmt01745
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0218089
IRS990/OtherAssetsTotalGrp/EOYAmt0552276
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Lending Expense
IRS990/OtherExpensesGrp/Desc1Bad Debt Expense
IRS990/OtherExpensesGrp/Desc2Software Updates
IRS990/OtherExpensesGrp/Desc3Lease Expense
IRS990/OtherExpensesGrp/FundraisingAmt0890
IRS990/OtherExpensesGrp/FundraisingAmt1766
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09141
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17863
IRS990/OtherExpensesGrp/ProgramServicesAmt0432960
IRS990/OtherExpensesGrp/ProgramServicesAmt1153205
IRS990/OtherExpensesGrp/ProgramServicesAmt2120926
IRS990/OtherExpensesGrp/ProgramServicesAmt3104017
IRS990/OtherExpensesGrp/TotalAmt0432960
IRS990/OtherExpensesGrp/TotalAmt1153205
IRS990/OtherExpensesGrp/TotalAmt2130957
IRS990/OtherExpensesGrp/TotalAmt3112646
IRS990/OtherLiabilitiesGrp/BOYAmt0280097
IRS990/OtherLiabilitiesGrp/EOYAmt01765754
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0EMPLOYEE RETENTION CREDIT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0437444
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0437444
IRS990/OtherRevenueTotalAmt0437444
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016006
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0164294
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02173476
IRS990/OtherSalariesAndWagesGrp/TotalAmt02353776
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt014258716
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt016888457
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03600
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036953
IRS990/PayrollTaxesGrp/ProgramServicesAmt0488863
IRS990/PayrollTaxesGrp/TotalAmt0529416
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050624
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047586
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065979
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068359
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522200
IRS990/ProgramServiceRevenueGrp/BusinessCd1522200
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME
IRS990/ProgramServiceRevenueGrp/Desc1LOAN FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01349129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1619213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01349129

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,337,326
Liabilities
$5,722,227
Net assets
$16,615,099
Revenue
$6,158,404
Expenses
$4,827,149
Net income
$1,331,255
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