Mission
THE ORGANIZATION OPERATES AS AN SBA CERTIFIED DEVELPMENT COMPANY (CDC), TO STIMULATE THE GROWTH AND EXPANSION OF SMALL BUSINESSES PRIMARILY THROUGH SBA LOAN PROGRAMS.
Public Charity
Capital Access Group Inc
Capital Access Group Inc is a private foundation categorized as Public Charity based in San Francisco, CA. Its most recent IRS filing (2024) reports revenue of $4.7M, expenses of $4.0M, total assets of $4.8M. Imperigo tracks 6 reported grants from this foundation totaling approximately $134K.
EIN: 954566396
San Francisco, CA
Latest filing: 2024
Total Revenue$4.7M
Total Expenses$4.0M
Total Assets$4.8M
Grants Given6
Grant Total$134K
Filing Years2020–2024
Sample Grants Given
20 Business Planning Class
$20,000
Bus. Grants 2020 fires in Napa Cty
$45,000
22 Business Planning Scholarships
$15,000
Business Planning Scholarships
$13,500
Fire relief fund
$30,000
Showing up to 5 of 6 total records — full history available with membership.
Officers & Directors
SVP, Chief credit
Alan Jung
Director
Alan K Aikawa
VP, Marketing
Claudia Cohen
VP, PORTFOLIO MGR
David Simmons
President & CEO
Jacklyn Jordan
Bussiness Dev. Off
Jenny Tice
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $4.7M | $4.0M | $4.8M |
| 2023 | $4.4M | $3.5M | $3.9M |
| 2022 | $3.8M | $3.5M | $2.7M |
| 2021 | $3.6M | $4.1M | $3.4M |
| 2020 | $3.7M | $3.8M | $3.3M |
Between 2020 and 2024, reported annual revenue grew from $3.7M to $4.7M (+26%), with total assets most recently reported at $4.8M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA.
CA
Full geographic grant map with state-by-state breakdown available with membership.