Accion Opportunity Fund Inc
ACCION OPPORTUNITY FUND. INC. (AOF) WAS INCORPORATED ON DECEMBER 7, 2011. THE MISSION OF AOF IS TO ASSIST IN BUILDING WORLD CLASS MICROFINANCE INSTITUTIONS IN THE UNITED STATES TO ENHANCE ECONOMIC DEVELOPMENT AND INDIVIDUALS' SELF SUFFICIENCY THROUGH (SEE SCH. O) INCREASING ACCESS TO CREDIT AND OTHERWISE PROMOTING FINANCIAL INCLUSION AND FINANCIAL HEALTH THROUGH TRAINING AND MENTORING FOR MEMBERS OF LOW-TO-MODERATE INCOME COMMUNITIES.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
-21.7% YoY
Revenue
$248K
+26.5% YoY
Net Investment Income
$240K
+37.1% YoY
Expenses
$677K
-65.8% YoY
About Accion Opportunity Fund Inc
Based on IRS filings
Accion Opportunity Fund Inc is a nonprofit organization focused on Community Improvement & Capacity Building, based in SAN JOSE, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.5M in total assets. Net investment income was $240K.
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 | $4,468,032 | $5,704,404 | $7,253,387 |
| Revenue | $248,043 | $196,124 | $4,910,082 |
| Expenses | $677,415 | $1,981,576 | $4,691,949 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $240,096 | $175,096 | $995 |
| 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 0 recipients in 2024
Grant Size Distribution
13 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 LOPEZ URRUTIA | CHIEF EXECUTIVE OFFICER | 3 | — |
| GREG AVIS | BOARD CHAIR | 1.5 | — |
| CARETHA COLEMAN | VICE CHAIR | 1.5 | — |
| MICKEY KONSON TO DEC 2023 | DIRECTOR & SECRETARY | 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 | — |
| JIM KOSHLAND TO AUG 2023 | DIRECTOR | 1.5 | — |
| DAVID COULTAS | EVP & CFO | 3 | — |
| MICHAEL RAPAPORT | PRESIDENT, COO | 1.5 | — |
| CHRISTOPHER PILKERTON | CHIEF LEGAL & REGULATORY STRATEGY OFFICER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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