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.
Capital Access Group Inc at a glance
In short: Capital Access Group Inc reported $10K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.
- Grants paid (2025)
- $9,935 — reported as a total on the IRS filing, without an itemized list
- +29.6% vs 2024
- Total assets
- $5,500,403
- +14.4% vs 2024
- Revenue (2025)
- $4,672,822
- -1.5% vs 2024
- Net investment income (2025)
- $140,474
- +73.3% vs 2024
- Expenses (2025)
- $4,229,290
- +4.5% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Capital Access Group Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $8K (2024) to $45K (2021). In 2025 it reported $10K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Renaissance Entrepreneurship San Francisco, CA | 20 Business Planning Class | $20,000 |
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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 | $5,500,403 | $4,672,822 | $4,229,290 | $9,935 | Total only | $140,474 |
| 2024 | $4,809,917 | $4,742,109 | $4,046,491 | $7,663 | Total only | $81,054 |
| 2023 | $3,919,262 | $4,397,482 | $3,498,416 | $12,436 | Total only | $61,796 |
| 2022 | $2,689,643 | $3,761,634 | $3,485,444 | $20,000 | 1 | $13,074 |
| 2021 | $3,408,808 | $3,647,968 | $4,076,601 | $45,000 | 1 | $11,616 |
| 2020 | $3,307,836 | $3,748,795 | $3,812,955 | $15,000 | 1 | $50,947 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Capital Access Group Inc
Based on IRS filings
Capital Access Group Inc is a public charity, based in San Francisco, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.5M in total assets. In 2025, it reported $10K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $140K.
Leadership & Key People
Officers and directors from IRS filings
Capital Access Group Inc is led by Jacklyn Jordan, President & CEO since 2024 (on filings since 2020); 14 of 15 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jacklyn Jordan
President & CEO
President → President & CEO, 2024
On filings since 2020
40 hrs/week
$659K (2020) → $751K (2025)
Michael Perri Jr.
Chairman
On filings since 2020
1 hr/week
$4K (2020) → $4K (2025)
Alan K Aikawa
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Maggie Sabovich
Director
On filings since 2020
1 hr/week
$4K (2020) → $0 (2025)
Paul Foster
Director
On filings since 2020
1 hr/week
$4K (2020) → $4K (2025)
Ronald M Blatman
Director
On filings since 2020
1 hr/week
$3K (2020) → $4K (2025)
Charles Stewart
Director
New on the 2025 filing
1 hr/week
$3K (2025)
Alan Jung
Senior Vice President & Chief Credit
On filings since 2020
40 hrs/week
$269K (2020) → $283K (2025)
David Simmons
Vice President & Portfolio Manager
On filings since 2020
40 hrs/week
$261K (2020) → $302K (2025)
Linda Chan
Treasurer
On filings since 2020
1 hr/week
$600 (2020) → $1K (2025)
Raymond R Holland
Vice President
Vice Chairman → Vice President, 2024
On filings since 2020
1 hr/week
$4K (2020) → $2K (2025)
Ron Gerber
Secretary
On filings since 2020
1 hr/week
$2K (2020) → $4K (2025)
Jenny Tice
Bussiness Development Officer
Business Development Officer → Bussiness Development Officer, 2024
On filings since 2021
40 hrs/week
$193K (2021) → $151K (2025)
Claudia Cohen
Vice President & Marketing
On filings since 2024
40 hrs/week
$337K (2024) → $291K (2025)
Kate Larson
Chief Info Officer
On filings since 2024
40 hrs/week
$281K (2024) → $275K (2025)
Former officers (2)
- Former: Claudia J Winter (2020–2023) — Vice President & Marketing
- Former: Katherine Larson (2020–2023) — Chief Info. Officer
Data from IRS Form 990 filings, 2020–2025. "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 $751K, to Jacklyn Jordan (President & CEO). 14 officers or directors reported compensation on that filing.
Frequently asked questions about Capital Access Group Inc
How much does Capital Access Group Inc give each year?
Capital Access Group Inc reported $10K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $8K in grants paid.
How large is Capital Access Group Inc?
Capital Access Group Inc reported $5.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.7M.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 2, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 2, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 24, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 21, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 11, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in California
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Figures come from Capital Access Group Inc'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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