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EIN 95-4566396

Capital Access Group

IRS 501(c) type
501(c)(4)
Num. employees
13
City
San Francisco
State
California
Year formed
1995
Most recent tax filings
2023-09-01
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
Description
Capital Access Group operates as an SBA Certified Development Company (CDC) with the mission to stimulate the growth and expansion of small businesses mainly through SBA loan programs. Its main activities involve marketing, processing, closing, and servicing long-term real estate loans via the SBA 504 Loan Program. The organization is located in San Francisco, CA.
Total revenues
$4,397,482
2023
Total expenses
$3,498,416
2023
Total assets
$3,919,262
2023
Num. employees
13
2023

Program areas at Capital Access Group

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.

Grants made by Capital Access Group

GranteeGrant descriptionAmount
Renaissance Entrepreneurship Center20 Business Planning Class$20,000

Personnel at Capital Access Group

NameTitleCompensation
Claudia J WinterVice President , Marketing$394,239
Dave SimmonsSenior Vice President , Closing and Servicing
Jacklyn JordanPresident$545,113
Claudia CohenSenior Vice President , Director of Marketing
David SimmonsVice President , Portfolio Manager$239,420
...and 5 more key personnel

Financials for Capital Access Group

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$4,335,686
Investment income and dividends$61,796
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$4,397,482

Form 990s for Capital Access Group

Fiscal year endingDate received by IRSFormPDF link
2023-092024-05-21990View PDF
2022-092023-07-24990View PDF
2021-092022-08-02990View PDF
2020-092021-08-02990View PDF
2018-092019-10-21990View PDF
...and 8 more Form 990s
Data update history
August 7, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 24, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
April 6, 2022
Posted financials
Added Form 990 for fiscal year 2020
December 17, 2020
Updated personnel
Identified 1 new personnel
Nonprofit Types
Business and community development organizations
Issues
Business and industry
Characteristics
Management and technical assistance
General information
Address
150 California St 250
San Francisco, CA 94111
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
capitalaccess.com/ 
Phone
(415) 217-7600
IRS details
EIN
95-4566396
Fiscal year end
September
Taxreturn type
Form 990
Year formed
1995
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S43: Management Services for Small Business, Entrepreneurs
NAICS code, primary
522120: Savings Institutions
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
110150
FTB Entity ID
1952286
AB 488 data last updated ("as-of") date
2024-11-06
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