Totals
- Total revenue
- $23,763,541
- Total expenses
- $33,127,519
- Contributions and grants received
- $12,028,090
- Grants paid
- $3,792,674
- Program service revenue
- $7,355,252
- Investment income
- $3,587,843
- Other revenue
- $792,356
- Total assets, end of year
- $310,500,603
- Total liabilities, end of year
- $6,712,645
- Net assets or fund balances, end of year
- $303,787,958
- Program services expenses (Part IX)
- $22,023,944
- Management and general expenses
- $8,107,169
- Fundraising expenses
- $2,996,406
- Program service expenses (Part III)
- $22,023,944
Program services were 66.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$4,597
-
1e · Government grants (contributions)
$566,544
-
1f · All other contributions, gifts and grants
$11,456,949
-
1g · Noncash contributions included above
$74,349
-
2a · Program service revenue: DIVIDENDS FROM PROG INV
total $4,646,534 · related or exempt $4,646,534
-
2b · Program service revenue: CONTRACT REVENUE
total $1,892,985 · related or exempt $1,892,985
-
2c · Program service revenue: HONORARIUM BOARD REP FEES
total $789,674 · related or exempt $789,674
-
2d · Program service revenue: MEMBERSHIP FEES
total $26,059 · related or exempt $26,059
-
3 · Investment income
total $3,737,320 · excluded $3,737,320
-
5 · Royalties
total $21 · excluded $21
-
6a · Gross rents
real property $792,335
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $792,335
-
6d · Net rental income or loss
total $792,335 · excluded $792,335
-
7a · Gross sales of assets other than inventory
securities $16,094,743
-
7b · Less cost or other basis and sales expenses
securities $16,244,220
-
7c · Gain or loss
securities -$149,477
-
7d · Net gain or loss
total -$149,477 · excluded -$149,477
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $724,204 · program services $724,204
-
2 · Grants to domestic individuals
total $82,860 · program services $82,860
-
3 · Grants to foreign organizations and individuals
total $2,985,610 · program services $2,985,610
-
5 · Compensation of officers, directors and key employees
total $3,909,733 · program services $2,265,595 · management and general $1,566,101 · fundraising $78,037
-
6 · Compensation of disqualified persons
total $10,993,688 · program services $6,192,385 · management and general $3,033,985 · fundraising $1,767,318
-
8 · Pension plan contributions
total $624,164 · program services $331,108 · management and general $231,208 · fundraising $61,848
-
9 · Other employee benefits
total $1,812,649 · program services $820,431 · management and general $763,982 · fundraising $228,236
-
10 · Payroll taxes
total $1,008,656 · program services $518,925 · management and general $352,581 · fundraising $137,150
-
11a · Fees: management
total $2,171,618 · program services $1,914,374 · fundraising $257,244
-
11b · Fees: legal
total $380,173 · program services $154,281 · management and general $211,295 · fundraising $14,597
-
11c · Fees: accounting
total $333,022 · program services $25,372 · management and general $304,820 · fundraising $2,830
-
11f · Fees: investment management
total $893,908 · program services $741,509 · management and general $152,399
-
11g · Fees: other
total $1,893,648 · program services $1,553,967 · management and general $339,681
-
12 · Advertising and promotion
total $15,547 · program services $12,003 · management and general $1,074 · fundraising $2,470
-
13 · Office expenses
total $307,571 · program services $141,232 · management and general $139,609 · fundraising $26,730
-
14 · Information technology
total $1,170,079 · program services $809,861 · management and general $257,854 · fundraising $102,364
-
16 · Occupancy
total $921,686 · program services $548,535 · management and general $216,777 · fundraising $156,374
-
17 · Travel
total $1,268,856 · program services $824,283 · management and general $333,256 · fundraising $111,317
-
19 · Conferences, conventions and meetings
total $1,126,349 · program services $1,054,373 · management and general $41,417 · fundraising $30,559
-
20 · Interest
total $6,140 · program services $5,189 · management and general $670 · fundraising $281
-
22 · Depreciation, depletion and amortization
total $33,337 · program services $16,998 · management and general $11,548 · fundraising $4,791
-
23 · Insurance
total $210,934 · program services $167,508 · management and general $32,710 · fundraising $10,716
-
24e · All other expenses
total $253,087 · program services $133,341 · management and general $116,202 · fundraising $3,544
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,737,617 · end of year $2,741,846
-
2 · Savings and temporary cash investments
beginning of year $59,733,001 · end of year $70,288,617
-
3 · Pledges and grants receivable
beginning of year $14,494,514 · end of year $15,212,548
-
4 · Accounts receivable
beginning of year $4,265,597 · end of year $3,316,929
-
7 · Other notes and loans receivable
beginning of year $6,450,000 · end of year $191,060
-
9 · Prepaid expenses and deferred charges
beginning of year $450,615 · end of year $834,021
-
10a · Land, buildings and equipment: cost or other basis
$3,104,180
-
10b · Land, buildings and equipment: accumulated depreciation
$3,096,069
-
10c · Land, buildings and equipment, net
beginning of year $2,901,859 · end of year $8,111
-
11 · Investments: publicly traded securities
beginning of year $2,975,035 · end of year $3,077,655
-
13 · Investments: program-related
beginning of year $278,499,174 · end of year $212,595,608
-
15 · Other assets
beginning of year $278,337 · end of year $2,234,208
-
17 · Accounts payable and accrued expenses
beginning of year $3,466,217 · end of year $4,386,684
-
19 · Deferred revenue
beginning of year $474,479 · end of year $875,746
-
25 · Other liabilities
beginning of year $2,836,187 · end of year $1,450,215
-
27 · Net assets without donor restrictions
beginning of year $347,836,156 · end of year $285,695,944
-
28 · Net assets with donor restrictions
beginning of year $18,172,710 · end of year $18,092,014
Mission and programs · 2024
Mission
OUR MISSION IS TO CREATE A FAIR AND INCLUSIVE ECONOMY WHERE UNDERSERVED PEOPLE HAVE QUALITY FINANCIAL CHOICES AND OPPORTUNITIES TO IMPROVE THEIR ECONOMIC WELL-BEING. WE FIND AND HELP BUILD INNOVATIVE COMPANIES WITH THE POTENTIAL TO REACH LARGE NUMBERS OF UNDERSERVED PEOPLE AND ACCELERATE THEIR GROWTH. WE WORK WITH OUR PARTNERS TO DESIGN, TEST, AND DEPLOY AFFORDABLE DIGITAL SOLUTIONS THAT STRENGTHEN CLIENTS' FINANCIAL HEALTH AND ECONOMIC WELL-BEING. WE CONDUCT IN-DEPTH RESEARCH AND SHARE OUR LEARNINGS TO ADVANCE RESPONSIBLE FINANCIAL SOLUTIONS AND SYSTEMS.
Activities or mission (Part I)
ACCION IS A GLOBAL NONPROFIT ON A MISSION TO CREATE A FAIR AND INCLUSIVE ECONOMY. WE ARE A LEADING EARLY-STAGE INVESTOR IN FINTECH FOR INCLUSION AND EXPERTS IN THE DIGITAL TRANSFORMATION OF FINANCIAL SERVICE PROVIDERS, WITH DECADES OF EXPERIENCE HARNESSING THE CAPITAL MARKETS TO ENABLE UNDERSERVED PEOPLE TO IMPROVE THEIR LIVES. WE WORK TO DEVELOP AND SCALE CHEAPER, MORE ACCESSIBLE AND CUSTOMER-FRIENDLY FINANCIAL SOLUTIONS FOR UNDERSERVED PEOPLE GLOBALLY
-
SEE SCHEDULE OGLOBAL PROGRAMS: TODAY, 1.6 BILLION PEOPLE ARE LEFT OUT OF OR POORLY SERVED BY THE WORLD'S FORMAL FINANCIAL SECTOR AND LACK THE FINANCIAL SOLUTIONS THEY NEED TO END POVERTY IN THEIR COMMUNITIES. ACCION IS A GLOBAL NONPROFIT COMMITTED TO CREATING A FAIR AND INCLUSIVE ECONOMY, HELPING FAMILIES AND BUSINESSES REACH THEIR ECONOMIC POTENTIAL AND BUILD BETTER LIVES. OUR GLOBAL PROGRAMS INCLUDE ACCION ADVISORY, A TEAM OF EXPERTS THAT HELPS COMPANIES PROVIDE INNOVATIVE AND AFFORDABLE FINANCIAL SOLUTIONS TO SMALL BUSINESSES AND HARD-TO-REACH CUSTOMERS IN EMERGING MARKETS. IT CONNECTS LOCAL ECOSYSTEM ACTORS, HARNESSING PHILANTHROPIC CAPITAL AND THE LATEST TECHNOLOGIES TO TEST, IMPROVE, AND SCALE RESPONSIBLE FINANCIAL SOLUTIONS THAT ENABLE SMALL BUSINESS OWNERS AND THEIR FAMILIES TO IMPROVE THEIR ECONOMIC WELL-BEING. IN 2024, ACCION ADVISORY USED ITS DEEP TECHNICAL EXPERTISE, LOCAL INSIGHTS, AND INDUSTRY CONNECTIONS TO DEVELOP MARKET-LED SOLUTIONS FOR HARD-TO-REACH CUSTOMERS, FOCUSING ON AREAS WHERE IT CAN ADD MAXIMUM VALUE TO TRANSFORM THE LIVES OF UNDERSERVED PEOPLE GLOBALLY: DIGITAL TRANSFORMATION, EMBEDDED FINANCE, WOMEN'S ECONOMIC EMPOWERMENT, AGRI-FINANCE, AND ALTERNATIVE DATA.
Expenses $11,573,499 · Grants $2,985,610 · Revenue $809,967
-
SEE SCHEDULE OINVESTMENT STRATEGIES: AT ACCION, WE KNOW FINANCIAL SERVICES ARE POWERFUL TOOLS TO HELP REDUCE POVERTY AND CREATE OPPORTUNITY. WE FIND AND HELP BUILD INNOVATIVE COMPANIES WITH THE POTENTIAL TO REACH LARGE NUMBERS OF UNDERSERVED PEOPLE AND ACCELERATE THEIR GROWTH BY INVESTING CAPITAL AND PROVIDING STRATEGIC GOVERNANCE AND ADVICE. WE FOCUS ON SOCIAL IMPACT, DRIVING SYSTEMS-LEVEL CHANGE. WE MAKE EQUITY AND QUASI-EQUITY INVESTMENTS FROM PRE-SEED TO GROWTH-STAGE AND PRIORITIZE INVESTMENTS IN SOUTH AND SOUTHEAST ASIA, LATIN AMERICA, SUB-SAHARAN AFRICA, AND THE UNITED STATES. IN 2024, ACCION CONTINUED TO SUPPORT ITS PARTNERS TO DIGITIZE AND SCALE OPERATIONS SO THEY CAN SERVE VULNERABLE CLIENTS IN A RAPIDLY DIGITIZING WORLD.
Expenses $4,531,066 · Grants $724,204 · Revenue $5,841,960
-
SEE SCHEDULE OCENTER FOR FINANCIAL INCLUSION: LAUNCHED IN 2008, THE CENTER FOR FINANCIAL INCLUSION (CFI) IS AN INDEPENDENT GLOBAL THINK TANK HOUSED AT ACCION THAT USES RIGOROUS RESEARCH AND ADVOCACY TO ADVANCE INCLUSIVE FINANCIAL SYSTEMS FOR LOW-INCOME PEOPLE AROUND THE WORLD. IT LEVERAGES PARTNERSHIPS TO CONDUCT RESEARCH, TEST PROMISING SOLUTIONS, AND THEN ADVOCATE FOR EVIDENCE-BASED CHANGE. CFI CONDUCTS RESEARCH RELATED TO ITS FOUR STRATEGIC PRIORITIES: CONSUMER PROTECTION, DATA RISKS AND OPPORTUNITIES, WOMEN'S FINANCIAL INCLUSION, AND FINANCIAL SERVICES TO MITIGATE AND ADAPT TO CLIMATE CHANGE. CFI HOSTS FINANCIAL INCLUSION WEEK, AN ANNUAL VIRTUAL EVENT THAT IN 2024 CONVENED MORE THAN 3,000 POLICY EXPERTS, FINANCIAL SERVICE PROVIDERS, ANALYSTS, AND INDUSTRY LEADERS TO DISCUSS THE MOST PRESSING TOPICS IN THE INCLUSIVE FINANCE SECTOR. IN 2024, CFI CONVENED THE RESPONSIBLE FINANCE FORUM (RFF) IN FORTALEZA, BRAZIL, BRINGING TOGETHER GLOBAL STAKEHOLDERS TO SHARE IDEAS, RESEARCH, AND SOLUTIONS ON EMERGING CONSUMER RISKS IN INCLUSIVE FINANCE.
Expenses $3,300,007 · Revenue $114,800
-
EDUCATION AND COMMUNICATION: ACCION'S COMMUNICATIONS FOCUS ON THE TRANSFORMATIVE POWER OF FINANCIAL INCLUSION TO ACCELERATE SOCIAL AND ECONOMIC PROGRESS FOR UNDERSERVED COMMUNITIES AROUND THE WORLD. IN 2024, ACCION SHOWCASED THE IMPORTANCE OF DIGITAL FINANCIAL SOLUTIONS FOR ENTREPRENEURS AND INNOVATION THROUGH CLIENT-FOCUSED STORYTELLING, ALONG WITH PAPERS, TOOLKITS, AND CASE STUDIES PROMOTING WAYS OF BETTER MEETING THE NEEDS OF THE 1.6 BILLION PEOPLE WHO ARE LEFT OUT OR POORLY SERVED BY THE GLOBAL FINANCIAL SYSTEM.
Expenses $2,619,372 · Grants $82,860 · Revenue $588,525
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Diana TaylorDIANA TAYLOR
CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
Ron HogeRON HOGE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
Barbara LucasBARBARA LUCAS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
Phillip RiesePHILLIP RIESE
TREASURER
- Total calculated
- $0
- Hours/week
- 6
-
Thomas C BarryTHOMAS C BARRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 6
-
Juliet AnammahJULIET ANAMMAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beverly AndersonBEVERLY ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ts AnilTS ANIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob AnnibaleBOB ANNIBALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Titus BrenninkmeijerTITUS BRENNINKMEIJER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gina HarmanGINA HARMAN
DIRECTOR (AS OF 02/26/24)
- Total calculated
- $0
- Hours/week
- 1
-
Beth HurvitzBETH HURVITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tara KenneyTARA KENNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda KirkpatrickLINDA KIRKPATRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth McCaulELIZABETH MCCAUL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Henry MillerHENRY MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eraj ShirvaniERAJ SHIRVANI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael SchleinMICHAEL SCHLEIN
CEO
- Total calculated
- $755,344
- From this org
- $717,650
- From related orgs
- $0
- Other
- $37,694
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $577,098
- Bonus
- $140,072
- Other
- $480
- Deferred
- $0
- Nontaxable benefits
- $37,694
- Filer's total
- $755,344
-
Esteban AltschulESTEBAN ALTSCHUL
COO (THRU 04/30/24)
- Total calculated
- $719,465
- From this org
- $646,815
- From related orgs
- $0
- Other
- $72,650
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $418,863
- Bonus
- $59,968
- Other
- $167,984
- Deferred
- $23,915
- Nontaxable benefits
- $48,735
- Filer's total
- $719,465
-
Livingston Parsons IIILIVINGSTON PARSONS III
CFO (THRU 09/30/24)
- Total calculated
- $613,334
- From this org
- $561,450
- From related orgs
- $0
- Other
- $51,884
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $235,049
- Bonus
- $21,907
- Other
- $304,494
- Deferred
- $17,526
- Nontaxable benefits
- $34,358
- Filer's total
- $613,334
-
Karthik VenkataramanKARTHIK VENKATARAMAN
COO (AS OF 05/01/24)
- Total calculated
- $354,451
- From this org
- $326,987
- From related orgs
- $0
- Other
- $27,464
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $326,667
- Bonus
- $0
- Other
- $320
- Deferred
- $18,956
- Nontaxable benefits
- $8,508
- Filer's total
- $354,451
-
Maria HermidaMARIA HERMIDA
ASST. SEC & GENERAL COUNSEL
- Total calculated
- $345,905
- From this org
- $324,124
- From related orgs
- $0
- Other
- $21,781
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $282,503
- Bonus
- $41,141
- Other
- $480
- Deferred
- $21,188
- Nontaxable benefits
- $593
- Filer's total
- $345,905
-
Ellen BauerELLEN BAUER
ASSISTANT SECRETARY
- Total calculated
- $150,258
- From this org
- $110,570
- From related orgs
- $0
- Other
- $39,688
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $106,158
- Bonus
- $3,932
- Other
- $480
- Deferred
- $7,962
- Nontaxable benefits
- $31,726
- Filer's total
- $150,258
-
Paulo SilvaPAULO SILVA
CFO (AS OF 10/01/24)
- Total calculated
- $89,052
- From this org
- $75,120
- From related orgs
- $0
- Other
- $13,932
- Hours/week
- 50
-
John FischerJOHN FISCHER
CIO
- Total calculated
- $484,402
- From this org
- $421,544
- From related orgs
- $0
- Other
- $62,858
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $370,680
- Bonus
- $50,384
- Other
- $480
- Deferred
- $24,828
- Nontaxable benefits
- $38,030
- Filer's total
- $484,402
-
Victoria WhiteVICTORIA WHITE
SENIOR VP
- Total calculated
- $397,523
- From this org
- $333,492
- From related orgs
- $0
- Other
- $64,031
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $293,164
- Bonus
- $39,848
- Other
- $480
- Deferred
- $21,881
- Nontaxable benefits
- $42,150
- Filer's total
- $397,523
-
Brandie ConfortiBRANDIE CONFORTI
SENIOR VP
- Total calculated
- $348,870
- From this org
- $311,130
- From related orgs
- $0
- Other
- $37,740
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $293,550
- Bonus
- $17,100
- Other
- $480
- Deferred
- $22,787
- Nontaxable benefits
- $14,953
- Filer's total
- $348,870
-
Melissa BaezMELISSA BAEZ
SENIOR VP
- Total calculated
- $343,392
- From this org
- $292,635
- From related orgs
- $0
- Other
- $50,757
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $258,000
- Bonus
- $34,155
- Other
- $480
- Deferred
- $16,120
- Nontaxable benefits
- $34,637
- Filer's total
- $343,392
-
Chris CoxonCHRIS COXON
SENIOR VP
- Total calculated
- $325,995
- From this org
- $280,773
- From related orgs
- $0
- Other
- $45,222
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $244,293
- Bonus
- $36,000
- Other
- $480
- Deferred
- $18,232
- Nontaxable benefits
- $26,990
- Filer's total
- $325,995
-
Natasa GoronjaNATASA GORONJA
SENIOR VP
- Total calculated
- $281,230
- From this org
- $249,645
- From related orgs
- $0
- Other
- $31,585
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $249,205
- Bonus
- $0
- Other
- $440
- Deferred
- $16,734
- Nontaxable benefits
- $14,851
- Filer's total
- $281,230
-
Ramon SotoRAMON SOTO
VP
- Total calculated
- $253,232
- From this org
- $220,847
- From related orgs
- $0
- Other
- $32,385
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $213,867
- Bonus
- $6,500
- Other
- $480
- Deferred
- $16,722
- Nontaxable benefits
- $15,663
- Filer's total
- $253,232
-
Amee ParbhooAMEE PARBHOO
SENIOR VP
- Total calculated
- $339,018
- From this org
- $27,361
- From related orgs
- $274,237
- Other
- $37,420
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $245,191 related
- Bonus
- $0 + $28,566 related
- Other
- $27,361 + $480 related
- Deferred
- $0 + $14,010 related
- Nontaxable benefits
- $0 + $23,410 related
- Filer's total
- $27,361 + $311,657 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Travel for companions
- 1a · Tax indemnification and gross-up payments
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- HOUSING ALLOWANCE, TAX INDEMNIFICATION AND ONCE A YEAR HOME LEAVE FOR EMPLOYEES AND THE MEMBERS OF THEIR FAMILIES WERE PROVIDED TO ESTEBAN ALTSCHUL AS PART OF AN EXPATRIATE BENEFIT PACKAGE DURING THEIR TEMPORARY ASSIGNMENT TO A FOREIGN OFFICE. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION.
- PART I, LINES 4A-B
- SEVERANCE ONE LISTED INDIVIDUAL SEPARATED FROM THE ORGANIZATION IN CALENDAR YEAR 2024. PURSUANT TO THEIR AGREEMENT, THE INDIVIDUAL RECEIVED SEVERANCE AGREEMENTS, WHICH ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III). SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AMEE PARBHOO, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFED RETIREMENT PLAN. $27,361 IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) IN CONNECTION WITH THIS PLAN.
- PART I, LINE 7
- EMPLOYEES IDENTIFIED IN SCHEDULE J, PART II(A), LINES 1 - 14 WERE ELIGIBLE FOR LIMITED INCENTIVE COMPENSATION BASED UPON PERFORMANCE IN THE PRIOR TAX YEAR. ANY SUCH COMPENSATION THAT IS AWARDED IS PART OF AND SUBJECT TO THE TOTAL COMPENSATION REVIEW AND APPROVAL PROCESS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
ACCION IMPACT MANAGEMENT LLC
$724,204
PROGRAM ASSISTANCE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ACCION TECHNICAL ADVISORS INDIA
SEC 8 CO · TECHNICAL ASSISTANCE & EDUCATION RELATED TO MICROFINANCE · IN · controlled entity
Directly controlled by ACCION INT
-
FUNDACION CENTRO ACCION MICROEMPRESARIAL
FOUNDATION · TECHNICAL ASSISTANCE & EDUCATION RELATED TO MICROFINANCE · CO · controlled entity
Directly controlled by ACCION INT
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
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ACCION GATEWAY FUND LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $0
Directly controlled by ACCION INTERNATIONAL
-
ACCION FRONTIER INCLUSION FUND GP LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $758
Directly controlled by ACCION INTERNATIONAL
-
ACCION FRONTIER INCLUSION FUND LP LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $44,184,602
Directly controlled by ACCION INTERNATIONAL
-
ACCION QUONA INCLUSION FUND GP LLC
PROGRAM RELATED INVESTMENT · DE · assets $218
Directly controlled by ACCION INTERNATIONAL
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ACCION QUONA INCLUSION FUND LP LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $24,140,807
Directly controlled by ACCION INTERNATIONAL
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ACCION VENTURE LAB GP LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $960
Directly controlled by ACCION INTERNATIONAL
-
ACCION VENTURE LAB HOLDINGS LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $0
Directly controlled by ACCION GATEWAY FUND LLC
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ACCION VENTURE LAB GP II LLC
PROGRAM RELATED INVESTMENT · DE · income $0 · assets $1,141
Directly controlled by ACCION INTERNATIONAL
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
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ACCION DIGITAL TRANSFORMATION FUND GP LLC
RELATED · INVESTMENTS · DE · 79% owned · share of assets $5,522 · general or managing partner
Directly controlled by ACCION INT
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
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ACCION AFRICA-ASIA INVESTMENT COMPANY
C · PROGRAM RELATED INVESTMENT · MP · 100% owned · share of income $5,102 · share of assets $59,681,497 · controlled entity
Directly controlled by ACCION GATEWAY FUND LLC
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ACCION IMPACT MANAGEMENT LLC
C · PRIVATE EQUITY FUND MANAGEMENT · DE · 100% owned · share of income $8,976,903 · share of assets $532,165 · controlled entity
Directly controlled by ACCION INTERNATIONAL
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ACCION IMPACT MANAGEMENT INDIA PVT LTD
C · PRIVATE EQUITY FUND MANAGING SUPPORT SERVICES · IN · 100% owned · share of income $1,503,665 · share of assets $453,084 · controlled entity
Directly controlled by ACCION IMPACT MANAGEMENT LLC
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ACCION (BEIJING) CONSULTATION SERVICES CO LTD
C · DISSOLVED · CH · 100% owned · controlled entity
Directly controlled by ACCION INTERNATIONAL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349301700
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