Nonprofit · EIN 95-4566396
CAPITAL ACCESS GROUP INC
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,672,822 | $4,229,290 | $443,532 | $5,500,403 | $1,963,492 | $3,536,911 |
| September 30, 2024 | 990 | $4,742,109 | $4,046,491 | $695,618 | $4,809,917 | $1,650,263 | $3,159,654 |
| September 30, 2023 | 990 | $4,397,482 | $3,498,416 | $899,066 | $3,919,262 | $1,455,226 | $2,464,036 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,532,348
- Investment income
- $140,474
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $9,935
- Compensation of officers, directors and key employees
- $2,053,289
- Other salaries and wages
- $911,174
- Salaries, compensation and benefits (total)
- $3,559,296
- Professional fundraising fees
- $0
- Occupancy
- $338,067
- Travel
- $40,639
- Program services (functional)
- $3,596,387
- Management and general (functional)
- $632,903
Balance sheet and other
- Total assets, start of year
- $4,809,917
- Total assets, end of year
- $5,500,403
- Total liabilities, end of year
- $1,963,492
- Net assets, end of year
- $3,536,911
- Land, buildings and equipment
- $70,118
- Net assets without donor restrictions
- $3,536,911
- Gross unrelated business income
- $2,887,261
- Gross receipts
- $4,672,822
- Employees
- 14
- Year formed
- 1995
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jacklyn Jordan | President & CEO Officer | 40 | $751,085 |
| David Simmons | VP, PORTFOLIO MGR | 40 | $302,045 |
| Claudia Cohen | VP, Marketing | 40 | $291,049 |
| Alan Jung | SVP, Chief credit | 40 | $282,710 |
| Kate Larson | Chief Info Officer | 40 | $275,353 |
| Jenny Tice | Bussiness Dev. Off | 40 | $151,047 |
| Ronald M Blatman | Director Trustee or director | 1 | $4,200 |
| Paul Foster | Director Trustee or director | 1 | $4,000 |
| Michael Perri JR | Chairman Trustee or director, Officer | 1 | $3,600 |
| Ron Gerber | Secretary Trustee or director, Officer | 1 | $3,600 |
| Alan K Aikawa | Director Trustee or director | 1 | $3,600 |
| Charles Stewart | Director Trustee or director | 1 | $2,600 |
| Raymond R Holland | Vice President Trustee or director, Officer | 1 | $1,800 |
| Linda Chan | Treasurer Trustee or director, Officer | 1 | $1,400 |
| Maggie Sabovich | Director Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jacklyn Jordan | President & CEO Officer | 40 | $764,263 |
| Claudia Cohen | VP, Marketing | 40 | $337,211 |
| David Simmons | VP, PORTFOLIO MGR | 40 | $304,420 |
| Alan Jung | SVP, Chief credit | 40 | $296,470 |
| Kate Larson | Chief Info Officer | 40 | $281,240 |
| Jenny Tice | Bussiness Dev. Off | 40 | $244,810 |
| Raymond R Holland | Vice President Trustee or director, Officer | 1 | $4,400 |
| Paul Foster | Director Trustee or director | 1 | $4,400 |
| Ronald M Blatman | Director Trustee or director | 1 | $4,200 |
| Michael Perri JR | Chairman Trustee or director, Officer | 1 | $3,600 |
| Ron Gerber | Secretary Trustee or director, Officer | 1 | $3,600 |
| Alan K Aikawa | Director Trustee or director | 1 | $3,600 |
| Maggie Sabovich | Director Trustee or director | 1 | $2,800 |
| Linda Chan | Treasurer Trustee or director, Officer | 1 | $1,200 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JACKLYN JORDAN | President Trustee or director, Officer | 40 | $545,113 | $30,751 |
| Claudia J Winter | VP, Marketing | 40 | $394,239 | $13,977 |
| David Simmons | VP, Portfolio Mgr | 40 | $239,420 | $24,435 |
| Alan Jung | SVP, Chief Credit | 40 | $209,977 | $26,509 |
| Jenny Tice | Business Dev. Off. | 40 | $220,235 | $13,118 |
| Katherine Larson | Chief Info. Off. | 40 | $196,240 | $16,309 |
| MAGGIE SABOVICH | Director Trustee or director | 1 | $4,000 | $0 |
| MICHAEL PERRI JR | Chairman Trustee or director, Officer | 1 | $3,800 | $0 |
| RAYMOND R HOLLAND | VICE-CHAIRMAN Trustee or director, Officer | 1 | $3,800 | $0 |
| PAUL FOSTER | Director Trustee or director | 1 | $3,800 | $0 |
| ALAN K AIKAWA | Director Trustee or director | 1 | $3,600 | $0 |
| RONALD BLATMAN | Director Trustee or director | 1 | $3,200 | $0 |
| RON GERBER | SECRETARY Trustee or director, Officer | 1 | $2,600 | $0 |
| LINDA CHAN | TREASURER Trustee or director, Officer | 1 | $2,000 | $0 |
Address and contacts
- Address (IRS master file)
- 100 PINE ST STE 1925, SAN FRANCISCO, CA 94111-5136
- In care of
- % JACKLYN JORDAN
- Signed the 990
- Paul Foster, Chairman
- Phone
- (415) 217-7600
- Website
- www.capitalaccess.com
- Return prepared by
- Pinnacle Accounting & Financial Services
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4566396 or by the name CAPITAL ACCESS GROUP INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $3,596,387
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 95-4566396
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,500,403
- Income (IRS master file)
- $4,672,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $4,672,822 | $4,229,290 | $5,500,403 | XML |
| 990 | September 2024 | $4,742,109 | $4,046,491 | $4,809,917 | XML |
| 990 | September 2023 | $4,397,482 | $3,498,416 | $3,919,262 | XML |
| 990 | September 2022 | $3,761,634 | $3,485,444 | $2,689,643 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4566396).
Questions about CAPITAL ACCESS GROUP INC
- What is the EIN of CAPITAL ACCESS GROUP INC?
- The employer identification number (EIN) of CAPITAL ACCESS GROUP INC is 95-4566396.
- Is CAPITAL ACCESS GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1996.
- Are donations to CAPITAL ACCESS GROUP INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CAPITAL ACCESS GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAPITAL ACCESS GROUP INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPITAL ACCESS GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of CAPITAL ACCESS GROUP INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 14 received compensation from the organization, the highest $751,085 (Jacklyn Jordan, President & CEO).
- How much revenue does CAPITAL ACCESS GROUP INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,672,822, expenses of $4,229,290 and total assets of $5,500,403 at year end.
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