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Nonprofiteer
← ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT

Form 990 for tax year 2022

Filed by ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT.

Totals

Total revenue
$50,501,448
Total expenses
$51,481,991
Contributions and grants received
$22,422,998
Grants paid
$3,777,529
Program services expenses (Part IX)
$41,476,651
Management and general expenses
$6,868,229
Fundraising expenses
$3,137,111
Program service expenses (Part III)
$41,476,651

Program services were 80.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LUZ LOPEZ URRUTIA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $421,228
    From this org
    $403,402
    From related orgs
    $0
    Other
    $17,826
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $335,833
    Bonus
    $67,529
    Other
    $40
    Deferred
    $9,900
    Nontaxable benefits
    $7,926
    Filer's total
    $421,228

  • GREG AVIS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • JIM KOSHLAND

    VICE CHAIR & SECRETARY

    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

  • CARETHA COLEMAN

    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

  • MICKEY KONSON

    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

  • NATHALIE MOLINA NINO

    DIRECTOR (THRU 09/22)

    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

  • ROLLAND JURGENS

    EVP & CFO (THRU 09/22)

    Total calculated
    $386,440
    From this org
    $366,292
    From related orgs
    $0
    Other
    $20,148
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $285,000
    Bonus
    $72,000
    Other
    $9,292
    Deferred
    $10,800
    Nontaxable benefits
    $9,348
    Filer's total
    $386,440

  • MICHAEL RAPAPORT

    PRESIDENT, COO

    Total calculated
    $383,713
    From this org
    $349,194
    From related orgs
    $0
    Other
    $34,519
    Hours/week
    38.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $302,625
    Bonus
    $46,529
    Other
    $40
    Deferred
    $9,000
    Nontaxable benefits
    $25,519
    Filer's total
    $383,713

  • LUIS RODRIGUEZ

    CHIEF OPERATIONS & SERVICING OFFICER

    Total calculated
    $332,446
    From this org
    $317,287
    From related orgs
    $0
    Other
    $15,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,131
    Bonus
    $57,200
    Other
    $31,956
    Deferred
    $7,800
    Nontaxable benefits
    $7,359
    Filer's total
    $332,446

  • GINA HARMAN

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $330,903
    From this org
    $315,041
    From related orgs
    $0
    Other
    $15,862
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $267,800
    Bonus
    $47,201
    Other
    $40
    Deferred
    $8,034
    Nontaxable benefits
    $7,828
    Filer's total
    $330,903

  • ANJANA THATTE BERDE

    CHIEF PEOPLE OFFICER

    Total calculated
    $351,380
    From this org
    $335,579
    From related orgs
    $0
    Other
    $15,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,010
    Bonus
    $56,529
    Other
    $40
    Deferred
    $0
    Nontaxable benefits
    $15,801
    Filer's total
    $351,380

  • CHRISTOPHER PILKERTON

    CHIEF LEGAL & REGULATORY STRATEGY OFFICER

    Total calculated
    $342,133
    From this org
    $318,195
    From related orgs
    $0
    Other
    $23,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,406
    Bonus
    $40,749
    Other
    $40
    Deferred
    $8,250
    Nontaxable benefits
    $15,688
    Filer's total
    $342,133

  • VERONICA FIGOLI FLEISCHER

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $254,813
    From this org
    $248,063
    From related orgs
    $0
    Other
    $6,750
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,613
    Bonus
    $23,915
    Other
    $1,535
    Deferred
    $6,750
    Nontaxable benefits
    $0
    Filer's total
    $254,813

  • GRETCHEN RUETHLING

    SVP, STRATEGIC PARTNERSHIP AND PROGRAMS

    Total calculated
    $242,805
    From this org
    $229,330
    From related orgs
    $0
    Other
    $13,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,625
    Bonus
    $31,665
    Other
    $40
    Deferred
    $5,850
    Nontaxable benefits
    $7,625
    Filer's total
    $242,805

  • LAUREN N VAN DER TUIN

    CHIEF ANALYTICS OFFICER

    Total calculated
    $334,500
    From this org
    $319,241
    From related orgs
    $0
    Other
    $15,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,000
    Bonus
    $44,201
    Other
    $40
    Deferred
    $0
    Nontaxable benefits
    $15,259
    Filer's total
    $334,500

  • KEVIN P GABEL

    VP, PRODUCT

    Total calculated
    $321,516
    From this org
    $299,096
    From related orgs
    $0
    Other
    $22,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,000
    Bonus
    $40,431
    Other
    $665
    Deferred
    $0
    Nontaxable benefits
    $22,420
    Filer's total
    $321,516

  • ERIC SEAN TRUX

    TREASURER

    Total calculated
    $285,092
    From this org
    $256,552
    From related orgs
    $0
    Other
    $28,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,383
    Bonus
    $32,129
    Other
    $18,040
    Deferred
    $6,120
    Nontaxable benefits
    $22,420
    Filer's total
    $285,092

  • JAMES XU

    SR. DIRECTOR, ANALYTICS & BUSINESS INTELLIGENCE

    Total calculated
    $251,700
    From this org
    $236,503
    From related orgs
    $0
    Other
    $15,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,934
    Bonus
    $26,529
    Other
    $40
    Deferred
    $6,262
    Nontaxable benefits
    $8,935
    Filer's total
    $251,700

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 — 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
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202401309349305175

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

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