Capital Access Group Inc
- Assets
- $3.4m
- Revenue
- $3.6m
- Investments
- $1.8m
- Employees
- 13
- Location
- San Francisco, CA
- Founding
- 02/1996
- Data as of
- 09/2021
- 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 09/2021, 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 09/2021, Capital Access Group Inc generated $3.6m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $4.1m during the year ending 09/2021. While expenses have increased by 4.8% per year over the past 6 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
2021
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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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jacklyn Jordan President | OfficerTrustee | 40 | $699,102 |
Claudia J Winter Vp, Marketing | 40 | $476,195 | |
Alan Jung Svp, Chief Credit | 40 | $282,900 | |
David Simmons Vp, Portfolio Mgr | 40 | $278,550 | |
Katherine Larson Chief Info. Off. | 40 | $251,400 | |
Jenny Tice | 40 | $193,091 |
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 | $3,636,352 |
| Investment income | $11,616 |
| 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 | $3,647,968 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $51,435 |
| 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. | $1,772,844 |
| Compensation of current officers, directors, key employees. | $109,597 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,383,558 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $213,062 |
| Payroll taxes | $138,073 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $24,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $4,636 |
| Advertising and promotion | $7,425 |
| Office expenses | $10,224 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $308,320 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,887 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $13,729 |
| Insurance | $26,459 |
| All other expenses | $22,561 |
| Total functional expenses | $4,076,601 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $773,228 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $247,070 |
| 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 | $31,036 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $1,751,074 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $606,400 |
| Total assets | $3,408,808 |
| Accounts payable and accrued expenses | $1,518,954 |
| 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 | $601,074 |
| Total liabilities | $2,120,028 |
| Net assets without donor restrictions | $1,288,780 |
| 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 | $3,408,808 |
Grants Awarded
Over the last fiscal year, Capital Access Group Inc has awarded $40,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Clearlake, CA PURPOSE: Fire relief fund | $30,000 |
San Francisco, CA PURPOSE: Sponsor- Women's Empower Summit | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Raza Development Fund Inc Phoenix, AZ | $287,338,176 | $23,229,153 |
Craft3 Astoria, OR | $178,565,925 | $26,936,516 |
Business Finance Capital Los Angeles, CA | $7,749,774 | $11,735,552 |
Los Angeles Cleantech Incubator Los Angeles, CA | $4,675,991 | $8,340,208 |
Economic Development Corporation Of Los Angeles Los Angeles, CA | $29,436,314 | $9,374,870 |
Main Street Launch Oakland, CA | $33,776,792 | $12,838,427 |
Inquiring Systems Inc Santa Rosa, CA | $7,524,299 | $8,764,937 |
Oregon Manufacturing Extension Partnership Inc Portland, OR | $2,663,862 | $6,607,892 |
Mce Social Capital San Francisco, CA | $62,791,597 | $6,149,930 |
Renaissance Entrepreneurship Center San Francisco, CA | $5,879,123 | $7,123,665 |
Pacific Community Ventures Oakland, CA | $20,029,825 | $8,516,576 |
Pacific Coast Regional Urban Small Business Development Corporation Los Angeles, CA | $22,353,411 | $11,894,942 |