Accion Opportunity Fund Inc

SAN JOSE, CA EIN: 45-4127501 Website

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

Total Assets

$4.5M

-21.7% YoY

Annual Giving

Grant Count

0

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M2021202220232024
Metric202420232022
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

$0$289K$578K$866K$1M7 grants20216 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

13 grants across all recorded years

5<$50K$50–100K5$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Accion Opportunity Fund Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LUZ LOPEZ URRUTIACHIEF EXECUTIVE OFFICER3
GREG AVISBOARD CHAIR1.5
CARETHA COLEMANVICE CHAIR1.5
MICKEY KONSON TO DEC 2023DIRECTOR & SECRETARY1.5
ESTEBAN ALTSCHULDIRECTOR1.5
TODD BAKERDIRECTOR1.5
SWATI BHATIADIRECTOR1.5
PHIL BLACKDIRECTOR1.5
DICKSON CHUDIRECTOR1.5
SOLANA COZZODIRECTOR1.5
JONI CROPPERDIRECTOR1.5
DEBRA ENGELDIRECTOR1.5
MADELEINE FACKLERDIRECTOR1.5
BRIAN GRAHAMDIRECTOR1.5
PARKER HUDNUTDIRECTOR1.5
LATA KRISHNANDIRECTOR1.5
JUANITA LOTTDIRECTOR1.5
SAM RAMOSDIRECTOR1.5
MICHAEL SCHLEINDIRECTOR1.5
DIANA TAYLORDIRECTOR1.5
JIM KOSHLAND TO AUG 2023DIRECTOR1.5
DAVID COULTASEVP & CFO3
MICHAEL RAPAPORTPRESIDENT, COO1.5
CHRISTOPHER PILKERTONCHIEF LEGAL & REGULATORY STRATEGY OFFICER0.25

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

AUSTINBOSTONBROOKLYNCHICAGONEW YORKSAN DIEGOSAN JOSE

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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