ACCESSITY (EIN 330620415) - 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

1994

Legal Domicile

Phone

6197957250

Tax Period

2024-01-01 to 2024-12-31

ACCESSITY, founded in 1994, is a community nonprofit in the Community Improvement sector that reported $8.5M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.1M, a strong 37% operating margin.

Mission

Accessity s mission is to open doors of financial opportunity to low-income entrepreneurs, entrepreneurs of color, women, and immigrant entrepreneurs so they can build prosperous businesses and livelihoods for themselves and their families while also strengthening our communities.

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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 $5,973,981

Program Service Revenue $2,331,665

Investment Income $80,103

Other Revenue $80,891

TOTAL REVENUE $8,466,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,620,148

Fundraising Expenses $21,677

Program Expenses $4,621,029

Other Expenses $1,703,036

TOTAL EXPENSES $5,323,184

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,466,640	$6,158,404	+0.4%
Expenses	$5,323,184	$4,827,149	+0.1%
Net Income	$3,143,456	$1,331,255	+1.4%

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

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

$615,073

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mar Diteos Rendon	CEO	40.00	Officer	$189,859	$5,408	$195,267
Javier Islas	CFO/Treasurer	40.00	Officer	$172,194	$5,166	$177,360
Elizabeth Schott	Former CEO	40.00	Officer	$121,736	$3,548	$125,284
Robert Lopez	Former COO	40.00	Officer	$113,389	$3,773	$117,162
Victor Nava	Director	0.00	Director	$0	$0	$0
Mark Emch	Vice Chair	0.00	Officer Director	$0	$0	$0
Carlos Munoz	Director	0.00	Director	$0	$0	$0
William D Lynch	Director	0.00	Director	$0	$0	$0
Victor A Vilaplana	Director	0.00	Director	$0	$0	$0
Cesar Hernandez	Director	0.00	Director	$0	$0	$0
Sandra Felegy	Director	0.00	Director	$0	$0	$0
Chikako Tyler	Secretary	0.00	Officer Director	$0	$0	$0
Stephen Friedman	Director	0.00	Director	$0	$0	$0
Stacie East	Director	0.00	Director	$0	$0	$0
Joon Han	Director	0.00	Director	$0	$0	$0
Eugene Louie	Director	0.00	Director	$0	$0	$0
Stacey Kartchner	Director	0.00	Director	$0	$0	$0
Gordon P Boerner	Chairman	0.00	Officer Director	$0	$0	$0
Sean Carpenter	Director	0.00	Director	$0	$0	$0
Alex Rodriguez	Director	0.00	Director	$0	$0	$0
Michael Fletcher	Director	0.00	Director	$0	$0	$0

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	$8,466,640	$5,323,184	$23,530,909	$3,143,456
2023	$6,158,404	$4,827,149	$22,337,326	$1,331,255
2022	$5,295,637	$3,691,234	$20,405,394	$1,604,403
2021	$4,197,275	$3,462,623	$20,855,169	$734,652
2020	$6,323,193	$3,257,844	$20,556,045	$3,065,349

ACCESSITY