Capital Access Group Inc
THE ORGANIZATION OPERATES AS AN SBA CERTIFIED DEVELPMENT COMPANY (CDC), TO STIMULATE THE GROWTH AND EXPANSION OF SMALL BUSINESSES PRIMARILY THROUGH SBA LOAN PROGRAMS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.8M
+22.7% YoY
Revenue
$4.7M
+7.8% YoY
Net Investment Income
$81K
+31.2% YoY
Expenses
$4.0M
+15.7% YoY
About Capital Access Group Inc
Based on IRS filings
Capital Access Group Inc is a nonprofit organization, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.8M in total assets. Net investment income was $81K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,809,917 | $3,919,262 | $2,689,643 |
| Revenue | $4,742,109 | $4,397,482 | $3,761,634 |
| Expenses | $4,046,491 | $3,498,416 | $3,485,444 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $81,054 | $61,796 | $13,074 |
| 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
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jacklyn Jordan | President & CEO | 40 | $764,263 |
| Claudia Cohen | VP, Marketing | 40 | $337,211 |
| David Simmons | VP, PORTFOLIO MGR | 40 | $304,420 |
| Alan Jung | SVP, Chief credit | 40 | $296,470 |
| Kate Larson | Chief Info Officer | 40 | $281,240 |
| Jenny Tice | Bussiness Dev. Off | 40 | $244,810 |
| Raymond R Holland | Vice President | 1 | $4,400 |
| Paul Foster | Director | 1 | $4,400 |
| Ronald M Blatman | Director | 1 | $4,200 |
| Michael Perri JR | Chairman | 1 | $3,600 |
| Ron Gerber | Secretary | 1 | $3,600 |
| Alan K Aikawa | Director | 1 | $3,600 |
| Maggie Sabovich | Director | 1 | $2,800 |
| Linda Chan | Treasurer | 1 | $1,200 |
Frequently Asked Questions
How large is Capital Access Group Inc?
As of 2024, Capital Access Group Inc holds $4.8M in total assets with $4.7M in annual revenue.
Where does Capital Access Group Inc operate?
Capital Access Group Inc has awarded grants in California.
What is Capital Access Group Inc's EIN?
Capital Access Group Inc's EIN (Employer Identification Number) is 95-4566396. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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