Public Charity

ACCION OPPORTUNITY FUND INC

ACCION OPPORTUNITY FUND INC is a nonprofit organization categorized as Public Charity based in SAN JOSE, CA. Its most recent IRS filing (2025) reports revenue of $208K, expenses of $1.4M, total assets of $3.3M. Imperigo tracks 35 reported grant relationships connected to this organization totaling approximately $11.4M.

EIN: 454127501 SAN JOSE, CA Latest filing: 2025
Total Revenue$208K
Total Expenses$1.4M
Total Assets$3.3M
Grant Records35
Funding Total$11.4M
Filing Years2021–2025

Mission

ACCION OPPORTUNITY FUND. INC. (AOF) WAS INCORPORATED ON DECEMBER 7, 2011. THE MISSION OF AOF IS TO ASSIST IN BUILDING WORLD CLASS MICROFINANCE INSTITUTIONS IN THE UNITED STATES TO ENHANCE ECONOMIC DEVELOPMENT AND INDIVIDUALS' SELF SUFFICIENCY THROUGH (SEE SCH. O) INCREASING ACCESS TO CREDIT AND OTHERWISE PROMOTING FINANCIAL INCLUSION AND FINANCIAL HEALTH THROUGH TRAINING AND MENTORING FOR MEMBERS OF LOW-TO-MODERATE INCOME COMMUNITIES.

Sample Grants Received

2024
PUBLIC, SOCIETAL BENEFIT
$1,501,000
$1,055,000
2024
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
$100,000
2024
Community Development
$85,000
2023
PUBLIC, SOCIETAL BENEFIT
$1,600,100

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

CHIEF OF STAFF Anna Schember
DIRECTOR Brian Graham
VICE CHAIR Caretha Coleman
CHIEF FINANICAL AND OPERATING OFFICER David Coultas
DIRECTOR Debra Engel
DIRECTOR Diana Taylor

Officer compensation and complete director data available with membership.

Top Grant Purposes

PUBLIC, SOCIETAL BENEFIT
$4,825,600 6 grants
COMMUNITY & HUMAN SERVICES
$3,260,000 5 grants
For grant recipient's exempt purposes
$1,391,912 4 grants
PROGRAM ASSISTANCE
$643,819 2 grants
Community Development
$335,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $208K $1.4M $3.3M
2024 $248K $677K $4.5M
2023 $196K $2.0M $5.7M
2022 $4.9M $4.7M $7.3M
2021 $6.2M $3.8M $6.2M

Between 2021 and 2025, reported annual revenue declined from $6.2M to $208K (-97%), with total assets most recently reported at $3.3M.

Interactive year-over-year charts and full filing details available with membership.

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