Accion Opportunity Fund Community Development
Accion opportunity fund's mission is to deliver affordable capital and responsible financial solutions to underserved entrepreneurs and communities, with a special focus on low-income people, people of color, and women.
Accion Opportunity Fund Community Development at a glance
In short: Accion Opportunity Fund Community Development gave $115K across 4 grants in 2025 (avg $29K), top state California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $115,000
- -23.3% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $28,750
- -4.2% vs 2024
- Median grant
- $30,000
- Total assets
- $257,311,734
- +18.4% vs 2024
- Primary geography
- California (26% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Accion Opportunity Fund Community Development funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Accessity ($30K). Together the top 4 received $115K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 12 grants of 16 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $15K (2019) to $485K (2023). In 2025 it made 4 grants totaling $115K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Accessity San Diego, CA | Btad Program Support | $30,000 |
| Center for Women & Enterprise Inc Boston, MA | Btad Program Support | $30,000 |
| Hot Bread Kitchen Inc New York, NY | Btad Program Support | $30,000 |
| Industrial Council of Nearwest Chicago (Icnc) the Hatchery Chicago, IL | Btad Program Support | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $257,311,734 | $71,138,134 | $58,689,618 | $115,000 | 4 | $2,341,355 |
| 2024 | $217,343,540 | $44,456,188 | $55,470,785 | $150,000 | 5 | $3,977,392 |
| 2023 | $228,764,404 | $50,501,448 | $51,481,991 | $485,000 | 7 | $1,630,204 |
| 2022 | $197,674,592 | $58,948,332 | $36,949,147 | — | — | $242,509 |
| 2021 | $200,481,759 | $53,600,614 | $37,865,674 | — | — | $65,299 |
| 2020 | $131,694,141 | $45,705,804 | $35,943,453 | — | — | $40,937 |
| 2019 | $120,500,262 | $30,948,868 | $31,063,419 | $15,000 | 2 | $79,400 |
About Accion Opportunity Fund Community Development
Based on IRS filings
Accion Opportunity Fund Community Development is a public charity focused on Community Improvement & Capacity Building, based in San Jose, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $257.3M in total assets. In 2025, it awarded 4 grants totaling $115K. Net investment income was $2.3M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Accion Opportunity Fund Community Development is led by Luz De Lourdes Lopez Urrutia, Chief Executive Officer since 2021 (on filings since 2019); 16 of 35 officers listed in 2025 are compensated.
Officers on the 2025 filing
Luz De Lourdes Lopez Urrutia
Chief Executive Officer
President & CEO → Chief Executive Officer, 2021
On filings since 2019
38 hrs/week
$313K (2019) → $366K (2025)
Greg Avis
Board Chair
On filings since 2019
1.5 hrs/week
No compensation reported
Joe Williams
Senior Director & Information Technology Ops
New on the 2025 filing
40 hrs/week
$237K (2025)
Brian Graham
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Debra Engel
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Dickson Chu
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Joni Cropper
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Parker Hudnut
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Todd Baker
Director
On filings since 2019
1.5 hrs/week
No compensation reported
Madeleine Fackler
Director
On filings since 2020
1.5 hrs/week
No compensation reported
Michael Schlein
Director
On filings since 2020
1.5 hrs/week
No compensation reported
Phil Black
Director
On filings since 2020
1.5 hrs/week
No compensation reported
Solana Cozzo
Director
On filings since 2020
1.5 hrs/week
No compensation reported
Diana Taylor
Director
On filings since 2021
1.5 hrs/week
No compensation reported
Juanita Lott
Director
On filings since 2021
1.5 hrs/week
No compensation reported
Lata Krishnan
Director
On filings since 2021
1.5 hrs/week
No compensation reported
Gopi Bila
Director
New on the 2025 filing
1.5 hrs/week
No compensation reported
Karthik Venkataraman
Director
New on the 2025 filing
1.5 hrs/week
No compensation reported
Samuel Ramos
Director
New on the 2025 filing
1.5 hrs/week
No compensation reported
Adriana Eiriz
Senior Vice President, Partnership & Strategic Growth
Vice President, Sales & Partnerships → Vice President, Sales & Partnership, 2022
Vice President, Sales & Partnership → Senior Vice President, Partnership & Strategic Growth, 2025
On filings since 2020
40 hrs/week
$121K (2020) → $260K (2025)
Luis Rodriguez
Chief Operations & Servicing Officer
Vice President Operations & Compliance → Senior Vice President Service Ops & Compliance, 2021
Senior Vice President Service Ops & Compliance → Chief Operations & Servicing Officer, 2022
On filings since 2020
40 hrs/week
$210K (2020) → $301K (2025)
Christopher Pilkerton
Chief Legal & Reg Stra Officer
Chief Legal & Regulatory Strategy Officer → Chief Regulatory Strategy Officer, 2024
Chief Regulatory Strategy Officer → Chief Legal & Reg Stra Officer, 2025
On filings since 2022
40 hrs/week
$181K (2022) → $316K (2025)
Kevin P. Gabel
Vice President & Product
On filings since 2022
40 hrs/week
$245K (2022) → $308K (2025)
Anjana Thatte Thatte Berde
Chief People Officer
On filings since 2023
40 hrs/week
$336K (2023) → $339K (2025)
Gretchen Ruethling
Senior Vice President, Strategic Partnerships & Programs
Senior Vice President, Strategic Partnership & Programs → Senior Vice President & Strategic Partnership, 2024
Senior Vice President & Strategic Partnership → Senior Vice President, Strategic Partnerships & Programs, 2025
On filings since 2023
40 hrs/week
$229K (2023) → $259K (2025)
Lauren N. Van Der Tuin
Chief Customer Experience Officer
Chief Analytics Officer → Chief Customer Experience Officer, 2025
On filings since 2023
40 hrs/week
$319K (2023) → $309K (2025)
Veronica Figoli Fleischer
Chief Development Officer
On filings since 2023
40 hrs/week
$248K (2023) → $250K (2025)
David Coultas
Chief Finanical & Operating Officer
Executive Vice President & Chief Finanical Officer → Chief Finanical & Operating Officer, 2025
On filings since 2024
38 hrs/week
$232K (2024) → $418K (2025)
Robert Kern Sears
Chief Technology & Strategy Officer
Chief Product Officer → Chief Technology & Strategy Officer, 2025
On filings since 2024
40 hrs/week
$363K (2024) → $354K (2025)
Anna Schember
Chief of Staff
New on the 2025 filing
38 hrs/week
$191K (2025)
Augusto Vazquez
Chief Revenue Officer
New on the 2025 filing
40 hrs/week
$346K (2025)
Patny Sanjeev
Chief Credit Officer
New on the 2025 filing
40 hrs/week
$320K (2025)
Williams Watson
National Sales Manager
New on the 2025 filing
40 hrs/week
$598K (2025)
Swati Bhatia
Secretary
Director → Secretary, 2025
On filings since 2020
1.5 hrs/week
No compensation reported
Caretha Coleman
Vice Chair
Director → Vice Chair, 2024
On filings since 2021
1.5 hrs/week
No compensation reported
Former officers (40)
- Former: Jim Koshland (2019–2024) — Vice Chair
- Former: Michael Rapaport (2019–2024) — President & COO
- Former: Esteban Altschul (2020–2024) — Director
- Former: Mickey Konson (2020–2024) — Secretary
- Former: Gina Harman (2022–2024) — Chief Administrator Officer
- Former: Eric Sean Trux (2023–2024) — Senior Vice President & Treasurer
- Former: Sam Ramos (2023–2024) — Director
- Former: Kaitlin Lynch (2024) — Vice President of Marketing
- Former: Meaghan Mary Bever (2024) — Chief Compliance Officer
- Former: James Xu (2021–2023) — Senior Director, Analytics & Business Intelligence
- Former: Nathalie Molina Nino (2022–2023) — Director
- Former: Rolland Jurgens (2022–2023) — Executive Vice President & CFO
- Former: Eric Weaver (2019–2022) — Director
- Former: Yun-Fang Juan (2019–2022) — Director
- Former: Laura Kvalheim (2020–2022) — Vice President, Engineering & Project Management Officer
- Former: Mike Torres (2021–2022) — Chief Finanical Officer
- Former: S. Jamila Buckner (2021–2022) — Chief People Officer
- Former: Elizabeth Ross-Ronch (2022) — Director
- Former: Nicole Van Der Tuin (2022) — Chief Analytics Officer
- Former: Christopher Berini (2020–2021) — Chief Development Officer
- Former: Carolina Martin (2021) — Denior Director & Inst. Partnerships
- Former: Rolland Jurgens - Fr Feb (2021) — Chief Financial Officer
- Former: Arthur Johnson (2019–2020) — Director
- Former: Janine Gardner (2019–2020) — Vice President Hr
- Former: Sara Leslie (2019–2020) — Director
- Former: Alex Dang (2020) — Senior Director Strategy
- Former: Charles J. Hilton To (2020) — Senior Vice President
- Former: Elizabeth Pesch To (2020) — Executive Vice President & CFO
- Former: Jeff Wells To (2020) — Vice President New Markets Program
- Former: Mike Torres Start (2020) — Executive Vice President & CFO
- Former: S. Jamila Buckner Start (2020) — Chief People Officer
- Former: Shelley Harrison (2020) — Chief Marketing Officer
- Former: Ana Thompson (2019) — CFO
- Former: Elizabeth Pesch (2019) — CFO & Secretary
- Former: Gina Diaz (2019) — Director
- Former: Gwyneth Galbraith (2019) — Chief Development Officer
- Former: Jeff Wells (2019) — Vice President New Markets Program
- Former: Kishore Venkatachalapathy (2019) — It Solutions Lead
- Former: Otxin Echaide (2019) — Director Sb Development
- Former: Rakesh Bhatnagar (2019) — Chief Infor Officer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $598K, to Williams Watson (National Sales Manager). 16 officers or directors reported compensation on that filing.
Frequently asked questions about Accion Opportunity Fund Community Development
How much does Accion Opportunity Fund Community Development give each year?
Accion Opportunity Fund Community Development gave $115K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $150K across 5 grants.
What is Accion Opportunity Fund Community Development's typical grant size?
Accion Opportunity Fund Community Development's median grant in 2025 was $30,000, and its average grant was $28,750, across 4 grants on its 2025 IRS Form 990.
Where does Accion Opportunity Fund Community Development give grants?
Accion Opportunity Fund Community Development's top state is California, with 26% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Massachusetts (26%) and New York (26%).
Does Accion Opportunity Fund Community Development give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Accion Opportunity Fund Community Development's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Btad Program Support" (4 grants).
How large is Accion Opportunity Fund Community Development?
Accion Opportunity Fund Community Development reported $257.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $71.1M.
What is Accion Opportunity Fund Community Development?
Accion Opportunity Fund Community Development is a public charity focused on Community Improvement & Capacity Building, based in San Jose, CA. It holds $257.3M in total assets as of 2025.
What is Accion Opportunity Fund Community Development's EIN?
Accion Opportunity Fund Community Development's EIN (Employer Identification Number) is 31-1719434. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS January 31, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 18, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Accion Opportunity Fund Community Development funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Accion Opportunity Fund Community Development's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Accion Opportunity Fund Community Development funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/accion-opportunity-fund-community-development-morg_358b68d99fc247b9bfc590811bece926
BibTeX
@misc{grantable_311719434_2026,
author = {{Grantable}},
title = {{Accion Opportunity Fund Community Development funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/accion-opportunity-fund-community-development-morg_358b68d99fc247b9bfc590811bece926},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Accion Opportunity Fund Community Development's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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