ACCION INTERNATIONAL: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACCION INTERNATIONAL (EIN 13-2535763)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202213129349303036
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T14:07:58-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132535763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Accion International | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LIVINGSTON PARSONS III | InCareOfNm |
| Business Name Control | ACCI | BusinessNameControlTxt |
| Phone | 2023935113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 15th Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Livingston Parsons III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6176257020 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Livingston | PersonFirstNm |
| Person Last | Parsons III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Berger | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MICHAEL SCHLEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 15th Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $52,446,089 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACCION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ACCION COMBINES DECADES OF EXPERIENCE WITH INSIGHTS INTO EMERGING TECHNOLOGIES TO BUILD A FINANCIALLY INCLUSIVE WORLD AND PROMOTE ECONOMIC ACTIVITY FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,773,114 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,401,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,791,811 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,619,547 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$3,663,847 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,181,835 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38 | PYOtherRevenueAmt |
| CY Other Revenue | $42 | CYOtherRevenueAmt |
| PY Total Revenue | $4,901,116 | PYTotalRevenueAmt |
| CY Total Revenue | $49,203,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,379,485 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,703,509 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,201,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,525,213 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,954,419 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,532,182 | PYOtherExpensesAmt |
| CY Other Expenses | $8,690,240 | CYOtherExpensesAmt |
| PY Total Expenses | $28,112,804 | PYTotalExpensesAmt |
| CY Total Expenses | $32,918,962 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$23,211,688 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,284,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $386,472,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,473,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,633,708 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,700,673 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $381,838,394 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $449,773,218 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GIVE PEOPLE THE FINANCIAL TOOLS THEY NEED TO IMPROVE THEIR LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,187,684 | ExpenseAmt |
| Grant | $5,632,439 | GrantAmt |
| Revenue | $1,153,787 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,871,231 | ExpenseAmt |
| Grant | $71,070 | GrantAmt |
| Revenue | $3,126,229 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,518,451 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $339,531 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,291,449 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,868,815 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIVINGSTON PARSONS III | PersonNm |
| Phone | 6176257080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 15TH STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ESTEBAN ALTSCHUL | |||||||||
| COO | 50.0 | 0.0 | Yes (X) | $596,936 | $0 | $74,650 | |||
| MICHAEL SCHLEIN | |||||||||
| CEO | 50.0 | 0.0 | Yes (X) | $615,161 | $0 | $36,365 | Yes (X) | ||
| JOHN FISCHER | |||||||||
| CIO | 50.0 | 0.0 | $383,290 | $0 | $45,088 | Yes (X) | |||
| MAYADA EL-ZOGHBI | |||||||||
| Senior VP | 50.0 | 0.0 | $312,000 | $0 | $28,427 | Yes (X) | |||
| Njord Andrewes | |||||||||
| Senior VP | 50.0 | 0.0 | $294,250 | $0 | $44,752 | Yes (X) | |||
| VICTORIA WHITE | |||||||||
| Senior VP | 50.0 | 0.0 | $287,500 | $0 | $49,283 | Yes (X) | |||
| LIVINGSTON PARSONS III | |||||||||
| CFO | 50.0 | 0.0 | Yes (X) | $269,720 | $0 | $48,369 | |||
| KEVIN SAUNDERS | |||||||||
| Senior VP | 50.0 | 0.0 | Yes (X) | $266,424 | $0 | $46,063 | |||
| James Rosenberg | |||||||||
| Senior VP | 50.0 | 0.0 | $257,600 | $0 | $35,249 | Yes (X) | |||
| AMEE PARBHOO | |||||||||
| Senior VP | 50.0 | 0.0 | $221,704 | $0 | $34,937 | Yes (X) | |||
| Nazanine Scheuer | |||||||||
| Senior VP | 50.0 | 0.0 | $175,625 | $0 | $21,621 | Yes (X) | |||
| VIKAS RAJ | |||||||||
| Senior VP | 50.0 | 0.0 | $141,539 | $0 | $12,748 | Yes (X) | |||
| TAHIRA DOSANI | |||||||||
| Senior VP | 50.0 | 0.0 | $141,539 | $0 | $8,361 | Yes (X) | |||
| ELLEN BAUER | |||||||||
| Assistant Secretary | 50.0 | 0.0 | Yes (X) | $87,700 | $0 | $16,013 | |||
| DIANA TAYLOR | |||||||||
| CHAIR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RON HOGE | |||||||||
| VICE CHAIR | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BARBARA LUCAS | |||||||||
| SECRETARY | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP RIESE | |||||||||
| TREASURER | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JULIET ANAMMAH | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| BOB ANNIBALE | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| THOMAS C BARRY | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TITUS BRENNINKMEIJER | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| TARA KENNEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ELIZABETH McCAUL | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL MIEBACH | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| HENRY MILLER | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| ERAJ SHIRVANI | |||||||||
| DIRECTOR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,050,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $501,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Kantar WPP Group USA Inc | |||||
| 3333 WARRENVILLE ROAD SUITE 400 | LISLE | IL | 60532 | Program consulting | $332,246 |
| MUNGER TOLLES OLSON LLP | |||||
| 350 S Grand Avenue 50TH Floor | LOS ANGELES | CA | 90071 | Legal advisory | $315,049 |
| JP MORGAN CHASE BANK NA | |||||
| 50 ROWES WHARF 4TH FLOOR | BOSTON | MA | 02110 | PORTFOLIO MANAGEMENT | $269,161 |
| Bridge Partners LLC | |||||
| 27 Union Square West Suite 502 | NEW YORK | NY | 10003 | RECRUITING SERVICES | $161,665 |
| Grant Thornton | |||||
| 33960 Treasury Center | CHICAGO | IL | 606943900 | Audit services | $159,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $6,595 | FederatedCampaignsAmt |
| Government Grants | $124,700 | GovernmentGrantsAmt |
| All Other Contributions | $6,270,571 | AllOtherContributionsAmt |
| Noncash Contributions | $20,639 | NoncashContributionsAmt |
| Total Contributions | $6,401,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIVIDENDS FROM PROGRAM INVESTMENTS | 523920 | $1,950,732 | $1,950,732 |
| CONTRACT REVENUE | 541900 | $1,810,852 | $1,810,852 |
| INVESTMENT MANAGEMENT FEES | 900099 | $574,421 | $574,421 |
| HONORARIUM,BOARD REPRESENTATION FEES | 900099 | $181,545 | $181,545 |
| MEMBERSHIP FEES | 541900 | $101,997 | $101,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,619,547 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,928,954 | TotalRevenueColumnAmt |
| Exclusion | $1,928,954 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42 | TotalRevenueColumnAmt |
| Exclusion | $42 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,495,680 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,242,799 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,252,881 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,252,881 | TotalRevenueColumnAmt |
| Exclusion | $36,252,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,203,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,619,547 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $38,181,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,181 | TotalAmt |
| Program Services | $356,181 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,347,328 | TotalAmt |
| Program Services | $5,347,328 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,820,542 | TotalAmt |
| Program Services | $1,481,653 | ProgramServicesAmt |
| Management And General | $1,071,867 | ManagementAndGeneralAmt |
| Fundraising | $267,022 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,842,356 | TotalAmt |
| Program Services | $10,452,387 | ProgramServicesAmt |
| Management And General | $1,594,945 | ManagementAndGeneralAmt |
| Fundraising | $795,024 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,634 | TotalAmt |
| Program Services | $310,440 | ProgramServicesAmt |
| Management And General | $101,763 | ManagementAndGeneralAmt |
| Fundraising | $48,431 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559,601 | TotalAmt |
| Program Services | $987,095 | ProgramServicesAmt |
| Management And General | $415,773 | ManagementAndGeneralAmt |
| Fundraising | $156,733 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $842,080 | TotalAmt |
| Program Services | $572,971 | ProgramServicesAmt |
| Management And General | $179,651 | ManagementAndGeneralAmt |
| Fundraising | $89,458 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,559 | TotalAmt |
| Program Services | $630,320 | ProgramServicesAmt |
| Management And General | $62,239 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,491 | TotalAmt |
| Program Services | $28,991 | ProgramServicesAmt |
| Management And General | $195,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,683 | TotalAmt |
| Program Services | $115,523 | ProgramServicesAmt |
| Management And General | $224,126 | ManagementAndGeneralAmt |
| Fundraising | $45,034 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,612,748 | TotalAmt |
| Program Services | $2,955,397 | ProgramServicesAmt |
| Management And General | $438,336 | ManagementAndGeneralAmt |
| Fundraising | $219,015 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,716 | TotalAmt |
| Program Services | $40,771 | ProgramServicesAmt |
| Management And General | $22,115 | ManagementAndGeneralAmt |
| Fundraising | $72,830 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,274 | TotalAmt |
| Program Services | $135,809 | ProgramServicesAmt |
| Management And General | $110,674 | ManagementAndGeneralAmt |
| Fundraising | $38,791 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,384 | TotalAmt |
| Program Services | $339,041 | ProgramServicesAmt |
| Management And General | $127,403 | ManagementAndGeneralAmt |
| Fundraising | $70,940 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186,838 | TotalAmt |
| Program Services | $452,696 | ProgramServicesAmt |
| Management And General | $628,207 | ManagementAndGeneralAmt |
| Fundraising | $105,935 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,805 | TotalAmt |
| Program Services | $279,202 | ProgramServicesAmt |
| Management And General | $70,196 | ManagementAndGeneralAmt |
| Fundraising | $5,407 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,717 | TotalAmt |
| Program Services | $25,156 | ProgramServicesAmt |
| Fundraising | $561 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,478 | TotalAmt |
| Program Services | $48,478 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,503 | TotalAmt |
| Program Services | $90,097 | ProgramServicesAmt |
| Management And General | $766,488 | ManagementAndGeneralAmt |
| Fundraising | $15,918 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,336 | TotalAmt |
| Program Services | $117,916 | ProgramServicesAmt |
| Management And General | $42,555 | ManagementAndGeneralAmt |
| Fundraising | $15,865 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER | Desc |
| Total | $152,708 | TotalAmt |
| Program Services | $101,363 | ProgramServicesAmt |
| Management And General | $43,890 | ManagementAndGeneralAmt |
| Fundraising | $7,455 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,918,962 | TotalAmt |
| Program Services | $24,868,815 | ProgramServicesAmt |
| Management And General | $6,095,728 | ManagementAndGeneralAmt |
| Fundraising | $1,954,419 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484,869 | BOYAmt |
| EOY | $3,357,594 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,984,561 | BOYAmt |
| EOY | $99,041,978 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,843,326 | BOYAmt |
| EOY | $6,305,693 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,589 | BOYAmt |
| EOY | $3,873,920 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,436 | BOYAmt |
| EOY | $5,194,266 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,303 | BOYAmt |
| EOY | $990,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,065,128 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,962,238 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,081 | BOYAmt |
| EOY | $102,890 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,857,810 | BOYAmt |
| EOY | $2,858,649 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,886,829 | BOYAmt |
| EOY | $348,323,157 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,213,298 | BOYAmt |
| EOY | $424,850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,472,102 | BOYAmt |
| EOY | $470,473,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048,375 | BOYAmt |
| EOY | $6,358,038 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,400 | BOYAmt |
| EOY | $883,335 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $55,001 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,933 | BOYAmt |
| EOY | $13,404,299 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,633,708 | BOYAmt |
| EOY | $20,700,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,934,858 | BOYAmt |
| EOY | $440,837,019 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,903,536 | BOYAmt |
| EOY | $8,936,199 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,838,394 | BOYAmt |
| EOY | $449,773,218 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,472,102 | BOYAmt |
| EOY | $470,473,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,284,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,000,199 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $78,650,695 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,423,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,279,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,174,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,773,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,866 | CurrentTaxYearAmt |
| Total | $46,053,010 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,423,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,279,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,174,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,773,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,401,866 | CurrentTaxYearAmt |
| Total | $46,053,010 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,955,002 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,098,008 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,211,961 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,554,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,144,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,287,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,928,996 | CurrentTaxYearAmt |
| Total | $12,127,908 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $58,180,918 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $19,519,693 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44857 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38145 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,939,142 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,848,292 | DepreciationAmt |
| Book Value | $90,850 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $225,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,478 | DepreciationAmt |
| Book Value | $4,164 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $900,344 | OtherCostOrOtherBasisAmt |
| Depreciation | $892,468 | DepreciationAmt |
| Book Value | $7,876 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $102,890 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BANCO SOLIDARIO S.A | $120,792,292 | C |
| ACCION AFRICA ASIA INVESTMENT | $17,414,080 | C |
| ACCION QUONA INCLUSION FUND | $41,759,673 | C |
| ACCION FRONTIER INCLUSION FUND | $88,461,257 | C |
| NORTHERN ARC CAPITAL | $21,316,113 | C |
| OTHER PROGRAM REL. INVESTMENT | $58,579,742 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $348,323,157 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK LINE OF CREDIT | Desc |
| Amt | $13,404,299 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,404,299 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $101,338,497 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$27,000,199 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $401,994 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $78,733,412 | OtherRevenueAmt |
| Revenue Not Reported | $52,135,207 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,203,290 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $49,203,290 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,320,956 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $401,994 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $401,994 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,918,962 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $32,918,962 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D PART X LINE 2: | ACCION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A). FUNDACION CENTRO ACCION AND ACCION TECHNICAL ADVISORS INDIA ARE REGISTERED CHARITABLE ORGANIZATIONS IN COLOMBIA AND INDIA, RESPECTIVELY. GATEWAY, AFIF GP, AFIF LP, AVL GP, ADTX GP, AQF GP AND AQF LP SINGLE MEMBER LIMITED LIABILITY COMPANIES, ARE FULLY CONSOLIDATED ON THE FEDERAL FORM 990 OF THEIR SINGLE MEMBER, ACCION. ACCION (BEIJING) CONSULTATION SVCS CO. LTD, AND AAIC (SEE NOTE 2) ARE TAXABLE SUBSIDIARIES OF ACCION, FILING THEIR OWN TAX RETURNS. THE INCOME TAX CONSEQUENCES, IF ANY, ARE REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON ACCION'S CONSOLIDATED FINANCIAL STATEMENTS. ACCION BELIEVES IT HAS TAKEN NO UNCERTAIN TAX POSITIONS. |
| Schedule D, PART XI, LINE 2D - OTHER ADJUSTMENTS: | EQUITY IN INCOME OF EQUITY INVESTMENTS $78,733,412 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (16 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | SEE PART V | $98,268 |
| East Asia and the Pacific | 1 | 3 | Program Services | SEE PART V | $178,313 |
| Europe (Including Iceland and Greenland) | 0 | 4 | Program Services | SEE PART V | $235,523 |
| Middle East and North Africa | 0 | 0 | Program Services | SEE PART V | $7,880 |
| North America | 0 | 0 | Program Services | SEE PART V | $57,278 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | SEE PART V | $82,543 |
| South America | 1 | 21 | Program Services | SEE PART V | $1,631,319 |
| South Asia | 1 | 22 | Program Services | SEE PART V | $526,774 |
| Sub-Saharan Africa | 0 | 4 | Program Services | SEE PART V | $938,046 |
| Central America and the Caribbean | 0 | 0 | Investments | $154,902,389 | |
| East Asia and the Pacific | 0 | 0 | Investments | $28,993,085 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $11,496,924 | |
| North America | 0 | 0 | Investments | $1,314,215 | |
| South America | 0 | 0 | Investments | $125,960,973 | |
| South Asia | 0 | 0 | Investments | $15,591,926 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $2,683,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 54 | SubtotalEmployeesCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 54 | TotalEmployeeCnt |
| Subtotal Spent | $344,698,506 | SubtotalSpentAmt |
| Total Spent | $344,698,506 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, PART I, LINE 2: | ACCION's Accounting and Resource Development departments oversee the receipt, Distribution and use of grant funds, and provide donors with detailed reports based thereon. |
| Schedule F, PART I, COLUMN E: | IF ACTIVITY LISTED IN PART I, COLUMN (D) IS A PROGRAM SERVICE, FOLLOWING IS THE SPECIFIC TYPE OF SERVICE IN THE REGION: MICROFINANCE-TECHNICAL ASSISTANCE, EDUCATION AND INVESTMENTS. |
| Schedule F, PART I, II, III: | THE ACCOUNTING METHOD USED FOR PARTS I, II AND III IS US GAAP/ACCRUAL BASIS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCION Opportunity Fund Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W St John St | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 454127501 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $356,181 | CashGrantAmt |
| Purpose Of Grant | PROGRAM ASSISTANCE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | ACCION'S ACCOUNTING AND RESOURCE DEVELOPMENT DEPARTMENTS OVERSEE THE RECEIPT, DISTRIBUTION AND USE OF GRANT FUNDS, AND PROVIDE DONORS WITH DETAILED REPORTS BASED THEREON. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ESTEBAN ALTSCHUL | ||||||||||||||
| COO | $351,154 | $0 | $70,231 | $0 | $175,551 | $0 | $26,337 | $0 | $48,313 | $0 | $671,586 | $0 | $0 | $0 |
| MICHAEL SCHLEIN | ||||||||||||||
| CEO | $492,129 | $0 | $123,032 | $0 | $0 | $0 | $0 | $0 | $36,365 | $0 | $651,526 | $0 | $0 | $0 |
| JOHN FISCHER | ||||||||||||||
| CIO | $316,103 | $0 | $63,221 | $0 | $3,966 | $0 | $13,475 | $0 | $31,613 | $0 | $428,378 | $0 | $0 | $0 |
| MAYADA EL-ZOGHBI | ||||||||||||||
| Senior VP | $260,000 | $0 | $52,000 | $0 | $0 | $0 | $9,800 | $0 | $18,627 | $0 | $340,427 | $0 | $0 | $0 |
| Njord Andrewes | ||||||||||||||
| Senior VP | $275,000 | $0 | $19,250 | $0 | $0 | $0 | $14,651 | $0 | $30,101 | $0 | $339,002 | $0 | $0 | $0 |
| VICTORIA WHITE | ||||||||||||||
| Senior VP | $250,000 | $0 | $37,500 | $0 | $0 | $0 | $18,750 | $0 | $30,533 | $0 | $336,783 | $0 | $0 | $0 |
| LIVINGSTON PARSONS III | ||||||||||||||
| CFO | $256,876 | $0 | $12,844 | $0 | $0 | $0 | $19,266 | $0 | $29,103 | $0 | $318,089 | $0 | $0 | $0 |
| KEVIN SAUNDERS | ||||||||||||||
| Senior VP | $204,545 | $0 | $36,000 | $0 | $25,879 | $0 | $15,341 | $0 | $30,722 | $0 | $312,487 | $0 | $0 | $0 |
| AMEE PARBHOO | ||||||||||||||
| Senior VP | $221,704 | $0 | $0 | $0 | $0 | $0 | $16,628 | $0 | $18,309 | $0 | $256,641 | $0 | $0 | $0 |
| Nazanine Scheuer | ||||||||||||||
| Senior VP | $165,625 | $0 | $10,000 | $0 | $0 | $0 | $1,563 | $0 | $20,058 | $0 | $197,246 | $0 | $0 | $0 |
| VIKAS RAJ | ||||||||||||||
| Senior VP | $67,083 | $0 | $0 | $0 | $74,456 | $0 | $5,031 | $0 | $7,717 | $0 | $154,287 | $0 | $0 | $0 |
| James Rosenberg | ||||||||||||||
| Senior VP | $224,000 | $0 | $33,600 | $0 | $0 | $0 | $12,280 | $0 | $22,969 | $0 | $292,849 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J PART I LINE 1A: | HOUSING ALLOWANCE, TAX INDEMNIFICATION AND ONCE A YEAR HOME LEAVE FOR EMPLOYEES AND THE MEMBERS OF THEIR FAMILIES WERE PROVIDED TO ESTEBAN ALTSCHUL AS PART OF AN EXPATRIATE BENEFIT PACKAGE DURING THEIR TEMPORARY ASSIGNMENT TO A FOREIGN OFFICE. |
| SCHEDULE J, PART I, LINE 4A: | VIKAS RAJ & Tahira Dosani received severance payments during 2021. THE APPLICABLE AMOUNTS FOR 2021 Were $47,916.65 each. |
| SCHEDULE J, PART I, LINE 4B: | VIKAS RAJ and Tahira Dosani Were PARTICIPANTs IN A 457 (F) PLAN. THE APPLICABLE AMOUNTS FOR 2021 Were 0. |
| SCHEDULE J, PART I, LINE 7: | EMPLOYEES IDENTIFIED IN SCHEDULE J, PART II(A), LINES 1 - 12 WERE ELIGIBLE FOR LIMITED INCENTIVE COMPENSATION BASED UPON PERFORMANCE IN THE PRIOR TAX YEAR. ANY SUCH COMPENSATION THAT IS AWARDED IS PART OF AND SUBJECT TO THE TOTAL COMPENSATION REVIEW AND APPROVAL PROCESS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | GLOBAL PROGRAMS: TODAY, 1.8 BILLION PEOPLE ARE LEFT OUT OF OR POORLY SERVED BY THE WORLD'S FORMAL FINANCIAL SECTOR AND LACK THE FINANCIAL TOOLS THEY NEED TO END POVERTY IN THEIR COMMUNITIES. ACCION IS A GLOBAL NONPROFIT COMMITTED TO CREATING A FINANCIALLY INCLUSIVE WORLD, HELPING FAMILIES AND BUSINESSES REACH THEIR ECONOMIC POTENTIAL AND BUILD BETTER LIVES. OUR GLOBAL PROGRAMS INCLUDE THE ACCION GLOBAL ADVISORY SOLUTIONS TEAM, WHICH PARTNERS WITH FINANCIAL SERVICE PROVIDERS AROUND THE WORLD TO BETTER MEET THE NEEDS OF UNDERSERVED INDIVIDUALS AND SMALL BUSINESSES. THE ADVISORY TEAM LEVERAGES ACCION'S GLOBAL INSIGHTS AND PROVIDES STRATEGIC AND OPERATIONAL SUPPORT FOR DIGITAL TRANSFORMATION, GROWTH STRATEGY AND PLANNING, CUSTOMER STRATEGY, AND OTHER CORE PROCESSES THAT MAXIMIZE IMPACT FOR CLIENTS. DURING 2021, AS THE GLOBAL PANDEMIC CONTINUED TO MAKE DIGITAL TOOLS ESSENTIAL TO THE SURVIVAL OF BUSINESSES AND THEIR FINANCIAL SERVICE PROVIDERS, THE ADVISORY TEAM WORKED WITH PARTNERS TO DEVELOP NEW DIGITAL PRODUCTS AND PLATFORMS THAT HELP UNDERSERVED CLIENTS TO PARTICIPATE IN AND BENEFIT FROM THE DIGITAL ECONOMY. |
| FORM 990, PART III, LINE 4B: | GLOBAL INVESTMENTS: BY SUPPORTING INCLUSIVE FINTECH STARTUPS, MICROFINANCE INSTITUTIONS, AND OTHER FINANCIAL SERVICE PROVIDERS, AS WELL AS PROVIDING HIGH-CALIBER GOVERNANCE THROUGH BOARD OVERSIGHT, AND ADVISING ON STRATEGIC AND OPERATIONAL CHALLENGES, WE HELP CREATE WELL-RUN, MISSION-DRIVEN, AND EFFICIENT ORGANIZATIONS THAT SERVE AS DEMONSTRATION MODELS AND ENCOURAGE OTHERS TO WORK TOWARD A FINANCIALLY INCLUSIVE WORLD. ACCION'S EARLY-STAGE IMPACT INITIATIVE, ACCION VENTURE LAB, INVESTS CAPITAL IN, AND PROVIDES SUPPORT TO, INNOVATIVE FINTECH STARTUPS THAT INCREASE ACCESS TO, IMPROVE THE QUALITY OF, OR REDUCE THE COST OF FINANCIAL SERVICES FOR THE UNDERSERVED AT SCALE. IN 2021, ACCION CONTINUED TO SUPPORT ITS PARTNERS TO DIGITIZE AND SCALE OPERATIONS SO THEY CAN SERVE VULNERABLE CLIENTS IN A RAPIDLY DIGITIZING WORLD. |
| FORM 990, PART III, LINE 4C: | CENTER FOR FINANCIAL INCLUSION: LAUNCHED IN 2008, THE CENTER FOR FINANCIAL INCLUSION (CFI), HOUSED AT ACCION, IS AN INDEPENDENT GLOBAL THINK TANK THAT USES RIGOROUS RESEARCH AND ADVOCACY TO ADVANCE INCLUSIVE FINANCIAL SYSTEMS FOR LOW-INCOME PEOPLE AROUND THE WORLD. IT LEVERAGES PARTNERSHIPS TO CONDUCT RESEARCH, TEST PROMISING SOLUTIONS, AND THEN ADVOCATE FOR EVIDENCE-BASED CHANGE. IN 2021, CFI CONDUCTED RESEARCH RELATED TO ITS FOUR STRATEGIC PILLARS: CONSUMER PROTECTION, DATA RISKS AND OPPORTUNITIES, CLIMATE CHANGE, AND WOMEN'S FINANCIAL INCLUSION. CFI ALSO UNDERTOOK RESEARCH TO BETTER UNDERSTAND THE EFFECTS OF THE PANDEMIC ON SMALL BUSINESSES AROUND THE WORLD AND THE RESPONSES TO THE PANDEMIC BY POLICYMAKERS AND INVESTORS. CFI HOSTED ITS ANNUAL FINANCIAL INCLUSION WEEK, CONVENING MORE THAN 3,000 POLICY EXPERTS, FINANCIAL SERVICE PROVIDERS, ANALYSTS, AND INDUSTRY LEADERS TO DISCUSS RESPONDING TO THE GLOBAL PANDEMIC AND SUPPORTING VULNERABLE POPULATIONS. |
| FORM 990, PART III, LINE 4D: | EDUCATION AND COMMUNICATION: ACCION'S COMMUNICATIONS FOCUS ON THE TRANSFORMATIVE POWER OF FINANCIAL INCLUSION TO ACCELERATE SOCIAL AND ECONOMIC PROGRESS FOR UNDERSERVED COMMUNITIES AROUND THE WORLD. IN 2021, ACCION SHOWCASED THE IMPORTANCE OF DIGITAL FINANCIAL TOOLS FOR ENTREPRENEURS AND INNOVATION THROUGH CLIENT-FOCUSED STORYTELLING, ALONG WITH PAPERS, TOOLKITS, AND CASE STUDIES PROMOTING WAYS OF BETTER MEETING THE NEEDS OF THE WORLD'S 1.8 BILLION UNDERSERVED PEOPLE. |
| FORM 990, PART VI SECTION A LINE 1A: | THE Audit, EXECUTIVE OR FINANCE COMMITTEE HAS BEEN DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS SUBJECT TO SUBSEQUENT RATIFICATION BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI SECTION A LINE 11B: | PRIOR TO THE FILING OF THE FORM 990, it is reviewed by THE FINANCE team, tax audit or the executive COMMITTEE OF THE BOARD OF DIRECTORS. EACH MEMBER OF THE BOARD OF DIRECTORS SUBSEQUENTLY RECEIVES A COPY OF THE REVIEWED FORM 990 BEFORE ACCION FILES IT WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI SECTION A LINE 12C: | ACCION INTERNATIONAL'S CONFLICT OF INTEREST POLICY REQUIRES ANNUAL DISCLOSURE OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INCLUDING ALL TRANSACTIONS, FINANCIAL INTERESTS, CONTRACTS, OR POSITIONS, CONDUCTED OR HELD BY THE OFFICER, DIRECTOR, OR KEY EMPLOYEE OR IMMEDIATE MEMBER OF HIS/HER FAMILY, WITH ANY BUSINESSES, CORPORATIONS, PARTNERSHIPS, PROPRIETORSHIPS THAT CARRY OUT ANY BUSINESS ACTIVITIES WITH ACCION INTERNATIONAL OR ANY OF ITS SUBSIDIARIES, INVESTEES, AFFILIATES OR OTHER PERSONS OR INSTITUTIONS IN ANY RELATED TO ACCION INTERNATIONAL. IN ADDITION TO THE ANNUAL DISCLOSURE REQUIREMENT, OFFICERS, DIRECTORS, AND KEY EMPLOYEES MUST ALSO DISCLOSE ANY POTENTIAL OR REAL CONFLICT OF INTEREST AS THEY ARISE. EACH REAL OR POTENTIAL CONFLICT MUST BE EVALUATED BY INDEPENDENT, DISINTERESTED DIRECTORS SERVING ON THE AUDIT & GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS, AND IF A REAL OR POTENTIAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THAT CONFLICT SITUATION MUST BE DETERMINED TO BE FAIR AND REASONABLE TO THE CORPORATION AND THUS WAIVED BEFORE THE AFFECTED OFFICER, DIRECTOR, OR KEY EMPLOYEE MAY PROCEED. |
| FORM 990, PART VI SECTION A LINE 15: | COMPENSATION FOR OFFICERS, INCLUDING THE CEO, AND KEY EMPLOYEES MUST BE APPROVED BY THE APPROPRIATE COMMITTEE OF THE BOARD OF DIRECTORS AFTER CONSIDERATION OF DATA PROVIDED BY THIRD PARTY EXPERTS WHICH INDICATES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD COMMITTEE WILL MAINTAIN CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. |
| FORM 990, PART VI LINE 19: | ACCION INTERNATIONAL'S AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI LINE 9: | EQUITY IN INCOME OF EQUITY INVESTMENTS $ 78,733,413 RETURN OF CAPITAL FROM CLOSED FOREIGN SUBSIDIARY $ (82,003) MISC ADJUSTMENT $ (715) TOTAL OTHER CHANGES IN NET ASSETS OR FUND BALANCES $ 78,650,695 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:FEES FOR SERVICES - OTHER TOTAL FEES:3612748 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|
| ACCION GATEWAY FUND LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | ||
| ACCION FRONTIER INCLUSION FUND GP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | $6,889 | $4,662 |
| ACCION FRONTIER INCLUSION FUND LP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | $0 | $88,484,790 |
| ACCION QUONA INCLUSION FUND GP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | $15,598 | $15,474 |
| ACCION QUONA INCLUSION FUND LP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | $0 | $41,767,519 |
| ACCION VENTURE LAB GP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | SEE PART VII | DE | ACCION INT | $1,433,698 | $506 |
| ACCION DIGITAL TRANSFORMATION FUND GP | ||||||||
| 1101 15TH STREET NW SUITE 400 | WASHINGTON | DC | 20005 | Accion Int | ||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|
| ACCION TECHNICAL ADVISORS INDIA | |||||||||
| 9/3 KAISER-E-HIND1 FLRICHMOND RD | BANGLORE | IN | 560025 | SEE PART VII | IN | SEC 8 CO | ACCION INT | Yes (true) | |
| FUNDACION CENTRO ACCION MICROEMPRESARIAL | |||||||||
| CARRERA 7 146-65 7TH FLOOR | BOGOTA | CO | See part VII | CO | FOUNDATION | ACCION INT | Yes (true) | D.C. | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Province Or StateForeignAddress/ProvinceOrStateNm | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCION AFRICA-ASIA INVESTMENT COMPANY | ||||||||||||||||
| IFS COURT TWENTYEIGHT CYBERCITY | EBENE | MP | SEE PART VII | MP | SEE PART VII | $69,640 | $74,481,087 | 1.00000 | false | |||||||
| ACCION CONSULTATION SVCS CO LTD | ||||||||||||||||
| ROOM 606 BLD 3 WANDA PLAZANO93 | BEIJING | CH | SEE PART VII | CH | SEE PART VII | $148,877 | $84,526 | 0.99000 | false | CHAOYANG | ||||||
| ACCION IMPACT MANAGEMENT LLC | ||||||||||||||||
| See Part VII | See Part VII | 1101 15th Street NW Suite 400 | Washington | DC | 20005 | 863584816 | DE | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ACCION TECHNICAL ADVISORS INDIA | ||
| B | $2,964,176 | Cost |
| FUNDACION CENTRO ACCION MICROEMPRESARIAL | ||
| B | $1,583,168 | Cost |
| ACCION AFRICA ASIA INVESTMENT COMPANY | ||
| B | $1,081,500 | Cost |
| FUNDACION CENTRO ACCION MICROEMPRESARIAL | ||
| E | $55,000 | Cost |
| ACCION (BEIJING) CONSULTATION SVCS CO LTD | ||
| P | $98,867 | COST |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part I, column (b): | PRIMARY ACTIVITY: 1. PROGRAM RELATED INVESTMENT 2. PROGRAM RELATED INVESTMENT 3. PROGRAM RELATED INVESTMENT 4. PROGRAM RELATED INVESTMENT 5. PROGRAM RELATED INVESTMENT 6. PROGRAM RELATED INVESTMENT |
| Schedule R, PART II, COLUMN (B): | PRIMARY ACTIVITY: 1. Technical Assistance & Education Related to Microfinance 2. Technical Assistance & Education Related to Microfinance |
| Schedule R, PART IV, COLUMN (A): | FULL NAME: 2. ACCION (BEJING) CONSULTATION SERVICES CO, LTD |
| Schedule R, PART IV, COLUMN (B): | PRIMARY ACTIVITY: 1. Program Related Investment 2. Technical assistance and education related to microfinance 3. Private Equity Fund Managing |
| Schedule R, PART IV, COLUMN (D): | Direct Controlling Entity: 1. ACCION GATEWAY FUND, LLC 2. ACCION INTERNATIONAL 3. ACCION International |