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Nonprofiteer
← ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT

Form 990 for tax year 2023

Filed by ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT.

Totals

Total revenue
$44,456,188
Total expenses
$55,470,785
Contributions and grants received
$14,669,737
Grants paid
$2,723,637
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$45,378,605
Management and general expenses
$7,817,398
Fundraising expenses
$2,274,782
Program service expenses (Part III)
$45,378,605

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LUZ DE LOURDES LOPEZ URRUTIA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $428,621
    From this org
    $408,275
    From related orgs
    $0
    Other
    $20,346
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $355,775
    Bonus
    $52,500
    Other
    $0
    Deferred
    $12,200
    Nontaxable benefits
    $8,146
    Filer's total
    $428,621

  • GREG AVIS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • CARETHA COLEMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • JIM KOSHLAND

    VICE CHAIR (THRU 08/23)

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • MICKEY KONSON

    SECRETARY (THRU 12/23)

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • ESTEBAN ALTSCHUL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • TODD BAKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • SWATI BHATIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • PHIL BLACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • DICKSON CHU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • SOLANA COZZO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • JONI CROPPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • DEBRA ENGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • MADELEINE FACKLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • BRIAN GRAHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • PARKER HUDNUT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • LATA KRISHNAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • JUANITA LOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • SAM RAMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • MICHAEL SCHLEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • DIANA TAYLOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • DAVID COULTAS

    EVP & CHIEF FINANICAL OFFICER

    Total calculated
    $250,679
    From this org
    $231,616
    From related orgs
    $0
    Other
    $19,063
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $216,616
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,063
    Filer's total
    $250,679

  • MICHAEL RAPAPORT

    PRESIDENT & COO (THRU 08/23)

    Total calculated
    $287,126
    From this org
    $255,243
    From related orgs
    $0
    Other
    $31,883
    Hours/week
    38.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $191,125
    Bonus
    $37,080
    Other
    $27,038
    Deferred
    $12,200
    Nontaxable benefits
    $19,683
    Filer's total
    $287,126

  • ROBERT KERN SEARS

    CHIEF PRODUCT OFFICER

    Total calculated
    $384,295
    From this org
    $363,018
    From related orgs
    $0
    Other
    $21,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,568
    Bonus
    $25,450
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,277
    Filer's total
    $384,295

  • ANJANA THATTE BERDE

    CHIEF PEOPLE OFFICER

    Total calculated
    $388,322
    From this org
    $359,017
    From related orgs
    $0
    Other
    $29,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $295,492
    Bonus
    $63,525
    Other
    $0
    Deferred
    $12,200
    Nontaxable benefits
    $17,105
    Filer's total
    $388,322

  • CHRISTOPHER PILKERTON

    CHIEF REGULATORY STRATEGY OFFICER

    Total calculated
    $368,217
    From this org
    $335,072
    From related orgs
    $0
    Other
    $33,145
    Hours/week
    39.75 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $284,087
    Bonus
    $50,985
    Other
    $0
    Deferred
    $12,200
    Nontaxable benefits
    $20,945
    Filer's total
    $368,217

  • VERONICA FIGOLI FLEISCHER

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $287,480
    From this org
    $277,617
    From related orgs
    $0
    Other
    $9,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,140
    Bonus
    $42,917
    Other
    $1,560
    Deferred
    $9,863
    Nontaxable benefits
    $0
    Filer's total
    $287,480

  • GINA HARMAN

    CHIEF ADMIN OFFICER (THRU 10/23)

    Total calculated
    $286,008
    From this org
    $268,349
    From related orgs
    $0
    Other
    $17,659
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $178,333
    Bonus
    $42,848
    Other
    $47,168
    Deferred
    $12,200
    Nontaxable benefits
    $5,459
    Filer's total
    $286,008

  • GRETCHEN RUETHLING

    SVP, STRATEGIC PARTNERSHIP

    Total calculated
    $275,410
    From this org
    $257,275
    From related orgs
    $0
    Other
    $18,135
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,705
    Bonus
    $37,570
    Other
    $0
    Deferred
    $9,552
    Nontaxable benefits
    $8,583
    Filer's total
    $275,410

  • LAUREN N VAN DER TUIN

    CHIEF ANALYTICS OFFICER

    Total calculated
    $336,286
    From this org
    $309,986
    From related orgs
    $0
    Other
    $26,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,861
    Bonus
    $60,000
    Other
    $13,125
    Deferred
    $11,710
    Nontaxable benefits
    $14,590
    Filer's total
    $336,286

  • KEVIN P GABEL

    VP, PRODUCT

    Total calculated
    $342,681
    From this org
    $307,489
    From related orgs
    $0
    Other
    $35,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,929
    Bonus
    $42,560
    Other
    $0
    Deferred
    $10,640
    Nontaxable benefits
    $24,552
    Filer's total
    $342,681

  • ERIC SEAN TRUX

    SVP, TREASURER

    Total calculated
    $321,255
    From this org
    $285,300
    From related orgs
    $0
    Other
    $35,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,900
    Bonus
    $42,400
    Other
    $0
    Deferred
    $11,500
    Nontaxable benefits
    $24,455
    Filer's total
    $321,255

  • MEAGHAN MARY BEVER

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $268,900
    From this org
    $244,348
    From related orgs
    $0
    Other
    $24,552
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,158
    Bonus
    $35,190
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,552
    Filer's total
    $268,900

  • KAITLIN LYNCH

    VP OF MARKETING (THRU 09/23)

    Total calculated
    $252,094
    From this org
    $240,714
    From related orgs
    $0
    Other
    $11,380
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,892
    Bonus
    $23,400
    Other
    $72,422
    Deferred
    $0
    Nontaxable benefits
    $11,380
    Filer's total
    $252,094

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

  • 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
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 4A
KAITLIN LYNCH, VP OF MARKETING AND COMMUNICATIONS, RECEIVED A SEVERANCE PAYMENT OF $60,000 DURING THE YEAR.
PART I, LINE 7
BONUSES ARE GIVEN EITHER AS RECOGNITION OF EXCEPTIONAL WORK (MOST OF THE TIME OUT OF THE ORDINARY , OUTSIDE OF THE PERSON JOB DESCRIPTION) OR AS EMPLOYEE RETENTION.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
17 April 2025
IRS schema version
2023v6.0
Source object
202501089349301200

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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