ACCION INTERNATIONAL (EIN 132535763) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

MICHAEL SCHLEIN

Phone

2023935113

Tax Period

2024-01-01 to 2024-12-31

ACCION INTERNATIONAL, founded in 1965, is a mid-sized nonprofit in the International Affairs sector that reported $23.8M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $33.1M exceeded revenue, resulting in a 39% operating deficit.

Mission

ACCION IS A GLOBAL NONPROFIT ON A MISSION TO CREATE A FAIR AND INCLUSIVE ECONOMY. WE ARE A LEADING EARLY-STAGE INVESTOR IN FINTECH FOR INCLUSION AND EXPERTS IN THE DIGITAL TRANSFORMATION OF FINANCIAL SERVICE PROVIDERS, WITH DECADES OF EXPERIENCE HARNESSING THE CAPITAL MARKETS TO ENABLE UNDERSERVED PEOPLE TO IMPROVE THEIR LIVES. WE WORK TO DEVELOP AND SCALE CHEAPER, MORE ACCESSIBLE AND CUSTOMER-FRIENDLY FINANCIAL SOLUTIONS FOR UNDERSERVED PEOPLE GLOBALLY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,028,090

Program Service Revenue $7,355,252

Investment Income $3,587,843

Other Revenue $792,356

TOTAL REVENUE $23,763,541

Expense Breakdown

Grants Paid $3,792,674

Salaries & Benefits $18,348,890

Fundraising Expenses $2,996,406

Program Expenses $22,023,944

Other Expenses $10,985,955

TOTAL EXPENSES $33,127,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,763,541	$33,965,389	-0.3%
Expenses	$33,127,519	$31,225,710	+0.1%
Net Income	$-9,363,978	$2,739,679	-4.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

106

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,027,809

Total Directors

Key Employees

$881,925

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA TAYLOR	CHAIR	6.00	Officer Director	$0	$0	$0
RON HOGE	VICE CHAIR	6.00	Officer Director	$0	$0	$0
BARBARA LUCAS	VICE CHAIR	6.00	Officer Director	$0	$0	$0
PHILLIP RIESE	TREASURER	6.00	Officer Director	$0	$0	$0
THOMAS C BARRY	SECRETARY	6.00	Officer Director	$0	$0	$0
JULIET ANAMMAH	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
TS ANIL	DIRECTOR	1.00	Director	$0	$0	$0
BOB ANNIBALE	DIRECTOR	1.00	Director	$0	$0	$0
TITUS BRENNINKMEIJER	DIRECTOR	1.00	Director	$0	$0	$0
GINA HARMAN	DIRECTOR (AS OF 02/26/24)	1.00	Director	$0	$0	$0
BETH HURVITZ	DIRECTOR	1.00	Director	$0	$0	$0
TARA KENNEY	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KIRKPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH MCCAUL	DIRECTOR	1.00	Director	$0	$0	$0
HENRY MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ERAJ SHIRVANI	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHLEIN	CEO	50.00	Officer	$717,650	$37,694	$755,344
ESTEBAN ALTSCHUL	COO (THRU 04/30/24)	50.00	Officer	$646,815	$72,650	$719,465
LIVINGSTON PARSONS III	CFO (THRU 09/30/24)	50.00	Officer	$561,450	$51,884	$613,334
KARTHIK VENKATARAMAN	COO (AS OF 05/01/24)	50.00	Officer	$326,987	$27,464	$354,451
MARIA HERMIDA	ASST. SEC & GENERAL COUNSEL	50.00	Officer	$324,124	$21,781	$345,905
ELLEN BAUER	ASSISTANT SECRETARY	50.00	Officer	$110,570	$39,688	$150,258
PAULO SILVA	CFO (AS OF 10/01/24)	50.00	Officer	$75,120	$13,932	$89,052
JOHN FISCHER	CIO	50.00	Key Emp	$421,544	$62,858	$484,402
VICTORIA WHITE	SENIOR VP	50.00	Key Emp	$333,492	$64,031	$397,523
BRANDIE CONFORTI	SENIOR VP	50.00	Highest	$311,130	$37,740	$348,870
MELISSA BAEZ	SENIOR VP	50.00	Highest	$292,635	$50,757	$343,392
CHRIS COXON	SENIOR VP	50.00	Highest	$280,773	$45,222	$325,995
NATASA GORONJA	SENIOR VP	50.00	Highest	$249,645	$31,585	$281,230
RAMON SOTO	VP	50.00	Highest	$220,847	$32,385	$253,232
AMEE PARBHOO	SENIOR VP	0.00		$27,361	$37,420	$339,018

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$23,763,541	$33,127,519	$310,500,603	$-9,363,978
2023	$33,965,389	$31,225,710	$372,785,749	$2,739,679
2022	$26,132,981	$30,828,074	$427,090,566	$-4,695,093
2021	$49,203,290	$32,918,962	$470,473,891	$16,284,328
2020	$4,901,116	$28,112,804	$386,472,102	$-23,211,688
2019	$27,715,494	$30,104,871	$376,902,980	$-2,389,377
2018	$21,865,551	$29,718,453	$317,726,550	$-7,852,902

ACCION INTERNATIONAL