Accion Opportunity Fund Inc.

Mission

Our mission is to advance economic mobility for underserved small business owners and communities through affordable financial services, knowledge resources, networks and policy.

Vision

We envision a financial system that allows people of all backgrounds to improve their lives.

Goals

1.Drive economic mobility for underinvested small businesses by providing responsible capital in 15,000 of their businesses and education for 50,000 more
2.Build an operationally efficient and effective, self-sustaining small business lending institution that originates $750M per year by 2029. Leverage AI and other tools across our organization to increase efficiencies and allow for greater skill enhancements.
3.Build the required skillsets to enable our team members to achieve 5-year priorities

San Jose CA | EIN: 45-4127501

Profile managed by nonprofit | Is this your nonprofit?

501(c)(3) organization

111 W. St. John Street, Suite 800,
San Jose CA 95113

HTTPS://AOFUND.ORG/

408-297-0204

Accion Opportunity Fund Inc.

Mission

Our mission is to advance economic mobility for underserved small business owners and communities through affordable financial services, knowledge resources, networks and policy.

Vision

We envision a financial system that allows people of all backgrounds to improve their lives.

Goals

1.Drive economic mobility for underinvested small businesses by providing responsible capital in 15,000 of their businesses and education for 50,000 more
2.Build an operationally efficient and effective, self-sustaining small business lending institution that originates $750M per year by 2029. Leverage AI and other tools across our organization to increase efficiencies and allow for greater skill enhancements.
3.Build the required skillsets to enable our team members to achieve 5-year priorities

San Jose CA | EIN: 45-4127501

Profile managed by nonprofit | Is this your nonprofit?

501(c)(3) organization

111 W. St. John Street, Suite 800,
San Jose CA 95113

HTTPS://AOFUND.ORG/

408-297-0204

Beacon Report

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Good
Needs Improvement
Poor
Not Scored
Additional Information

Program Expense Ratio:85.28% of total expenses

SCORE100%

Average percentage of expenses on programs and services over the past three years. A ratio greater than 70.00% receives full credit.

ExpensesFY2022

Administrative: 10.6%
Fundraising: 12.4%
Program: 76.9%

ExpensesFY2023

Administrative: 0.0%
Fundraising: 0.0%
Program: 100.0%

ExpensesFY2024

Administrative: 0.0%
Fundraising: 0.0%
Program: 100.0%

Administrative
Fundraising
Program

Source: Public data from IRS Form 990

Liabilities to Assets Ratio:0.00% of total assets

SCORE100%

Evaluation area metrics
Score	Metric
100%	Program Expense Ratio:85.28% of total expenses Average percentage of expenses on programs and services over the past three years. A ratio greater than 70.00% receives full credit. ExpensesFY2022 Administrative: 10.6% Fundraising: 12.4% Program: 76.9% ExpensesFY2023 Administrative: 0.0% Fundraising: 0.0% Program: 100.0% ExpensesFY2024 Administrative: 0.0% Fundraising: 0.0% Program: 100.0% Administrative Fundraising Program Source: Public data from IRS Form 990
100%	Liabilities to Assets Ratio:0.00% of total assets

Science behind the numbers

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Mission

Mission

Beacon Report