Accion Opportunity Fund Community
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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$217.3M
-5.0% YoY
Annual Giving
$150K
-69.1% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$30K
-56.7% YoY
About Accion Opportunity Fund Community
Based on IRS filings
Accion Opportunity Fund Community is a nonprofit organization focused on Community Improvement & Capacity Building, based in SAN JOSE, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $217.3M in total assets. In 2024, it awarded 5 grants totaling $150K. Net investment income was $4.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $217,343,540 | $228,764,404 | $197,674,592 |
| Revenue | $44,456,188 | $50,501,448 | $58,948,332 |
| Expenses | $55,470,785 | $51,481,991 | $36,949,147 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,977,392 | $1,630,204 | $242,509 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LUZ DE LOURDES LOPEZ URRUTIA | CHIEF EXECUTIVE OFFICER | 37 | $408,275 |
| GREG AVIS | BOARD CHAIR | 1.5 | — |
| CARETHA COLEMAN | VICE CHAIR | 1.5 | — |
| JIM KOSHLAND | VICE CHAIR (THRU 08/23) | 1.5 | — |
| MICKEY KONSON | SECRETARY (THRU 12/23) | 1.5 | — |
| ESTEBAN ALTSCHUL | DIRECTOR | 1.5 | — |
| TODD BAKER | DIRECTOR | 1.5 | — |
| SWATI BHATIA | DIRECTOR | 1.5 | — |
| PHIL BLACK | DIRECTOR | 1.5 | — |
| DICKSON CHU | DIRECTOR | 1.5 | — |
| SOLANA COZZO | DIRECTOR | 1.5 | — |
| JONI CROPPER | DIRECTOR | 1.5 | — |
| DEBRA ENGEL | DIRECTOR | 1.5 | — |
| MADELEINE FACKLER | DIRECTOR | 1.5 | — |
| BRIAN GRAHAM | DIRECTOR | 1.5 | — |
| PARKER HUDNUT | DIRECTOR | 1.5 | — |
| LATA KRISHNAN | DIRECTOR | 1.5 | — |
| JUANITA LOTT | DIRECTOR | 1.5 | — |
| SAM RAMOS | DIRECTOR | 1.5 | — |
| MICHAEL SCHLEIN | DIRECTOR | 1.5 | — |
| DIANA TAYLOR | DIRECTOR | 1.5 | — |
| DAVID COULTAS | EVP & CHIEF FINANICAL OFFICER | 37 | $231,616 |
| MICHAEL RAPAPORT | PRESIDENT & COO (THRU 08/23) | 38.5 | $255,243 |
| ROBERT KERN SEARS | CHIEF PRODUCT OFFICER | 40 | $363,018 |
| ANJANA THATTE BERDE | CHIEF PEOPLE OFFICER | 40 | $359,017 |
| CHRISTOPHER PILKERTON | CHIEF REGULATORY STRATEGY OFFICER | 39.75 | $335,072 |
| VERONICA FIGOLI FLEISCHER | CHIEF DEVELOPMENT OFFICER | 40 | $277,617 |
| GINA HARMAN | CHIEF ADMIN OFFICER (THRU 10/23) | 32 | $268,349 |
| GRETCHEN RUETHLING | SVP, STRATEGIC PARTNERSHIP | 40 | $257,275 |
| LAUREN N VAN DER TUIN | CHIEF ANALYTICS OFFICER | 40 | $309,986 |
| KEVIN P GABEL | VP, PRODUCT | 40 | $307,489 |
| ERIC SEAN TRUX | SVP, TREASURER | 40 | $285,300 |
| MEAGHAN MARY BEVER | CHIEF COMPLIANCE OFFICER | 40 | $244,348 |
| KAITLIN LYNCH | VP OF MARKETING (THRU 09/23) | 40 | $240,714 |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
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Assets
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Total Given
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Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Yale Ave Housing Inc
LAKE FOREST, CA
Assets
$25K
Grants
1
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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