AUMdb

Accion Opportunity Fund Community Development

EIN 311719434 · 501(c)(3) · Public charity · San Jose, CA · recognized 2000

Assets
$217M
Revenue
$44.5M
Expenses
$55.5M
Investment income
$4.0M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Sutherland Global Collection Services Ll Loan payment collections sevice $2,200,333
Piton Labs Llc Software development services $641,905
Virsa Capital Inc Referral fee for small business loans $636,486
Measured Connections General it support $361,166
Bairesdev Llc Software development services $271,454

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Luz De Lourdes Lopez Urrutia Chief executive officer $408,275 $20,346
Robert Kern Sears Chief product officer $363,018 $21,277
Anjana Thatte Berde Chief people officer $359,017 $29,305
Christopher Pilkerton Chief regulatory strategy officer $335,072 $33,145
Lauren N Van Der Tuin Chief analytics officer $309,986 $26,300
Kevin P Gabel Vp, product $307,489 $35,192
Eric Sean Trux Svp, treasurer $285,300 $35,955
Veronica Figoli Fleischer Chief development officer $277,617 $9,863
Gina Harman Chief admin officer (thru 10/23) $268,349 $17,659
Gretchen Ruethling Svp, strategic partnership $257,275 $18,135
Michael Rapaport President & coo (thru 08/23) $255,243 $31,883
Meaghan Mary Bever Chief compliance officer $244,348 $24,552
Kaitlin Lynch Vp of marketing (thru 09/23) $240,714 $11,380
David Coultas Evp & chief finanical officer $231,616 $19,063
Greg Avis Board chair $0 $0
Caretha Coleman Vice chair $0 $0
Jim Koshland Vice chair (thru 08/23) $0 $0
Mickey Konson Secretary (thru 12/23) $0 $0
Esteban Altschul Director $0 $0
Todd Baker Director $0 $0
Swati Bhatia Director $0 $0
Phil Black Director $0 $0
Dickson Chu Director $0 $0
Solana Cozzo Director $0 $0
Joni Cropper Director $0 $0
Debra Engel Director $0 $0
Diana Taylor Director $0 $0
Michael Schlein Director $0 $0
Sam Ramos Director $0 $0
Juanita Lott Director $0 $0
Lata Krishnan Director $0 $0
Parker Hudnut Director $0 $0
Brian Graham Director $0 $0
Madeleine Fackler Director $0 $0