Capital Access Group Inc
- Assets
- $2.7m
- Revenue
- $3.8m
- Investments
- $274.0k
- Employees
- 13
- Location
- San Francisco, CA
- Founding
- 02/1996
- Data as of
- 09/2022
- EIN
- 95-4566396
Organization Overview
Capital Access Group Inc is located in San Francisco, CA. The organization was established in 1996. According to its NTEE Classification (S43) the organization is classified as: Small Business Development, under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 09/2022, Capital Access Group Inc employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Capital Access Group Inc is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 09/2022, Capital Access Group Inc generated $3.8m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $3.5m during the year ending 09/2022. While expenses have increased by 1.0% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE ORGANIZATION OPERATES AS AN SBA CERTIFIED DEVELOPMENT COMPANY (CDC) TO STIMULATE THE GROWTH AND EXPANSION OF SMALL BUSINESSES PRIMARILY THROUGH SBA LOAN PROGRAMS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE MAIN ACTIVITIES OF CAPITAL ACCESS GROUP, INC. ARE IN MARKETING, PROCESSING, CLOSING AND SERVICING OF LONG-TERM REAL ESTATE LOANS THROUGH THE SBA 504 LOAN PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jacklyn Jordan President | OfficerTrustee | 40 | $738,994 |
Claudia J Winter Vp, Marketing | 40 | $486,253 | |
David Simmons Vp, Portfolio Mgr | 40 | $314,420 | |
Alan Jung Svp, Chief Credit | 40 | $291,720 | |
Katherine Larson Chief Info. Off. | 40 | $268,400 | |
Jenny Tice Business Dev. Off. | 40 | $180,329 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $3,748,560 |
| Investment income | $13,074 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,761,634 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $25,409 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,795,327 |
| Compensation of current officers, directors, key employees. | $547,766 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $904,762 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $400,296 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $23,475 |
| Advertising and promotion | $5,800 |
| Office expenses | $29,665 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $318,082 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,578 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $12,714 |
| Insurance | $27,234 |
| All other expenses | -$146,164 |
| Total functional expenses | $3,485,444 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,597,832 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $362,146 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $20,003 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $274,004 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $435,658 |
| Total assets | $2,689,643 |
| Accounts payable and accrued expenses | $758,672 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $366,001 |
| Total liabilities | $1,124,673 |
| Net assets without donor restrictions | $1,564,970 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,689,643 |
Grants Awarded
Over the last fiscal year, Capital Access Group Inc has awarded $40,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
NAWBO-SFBA PURPOSE: Sponsor- Women's Empower Summit | $10,000 |
ROTARY DISTRICT 5130 PURPOSE: Fire relief fund | $30,000 |