Greenline Access Capital

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

Kersy Azocar

Phone

2678072218

Tax Period

2024-07-01 to 2025-06-30

Greenline Access Capital, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $907K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $184K, a strong 20% operating margin.

Mission

To provide immigrant and other historically disadvantaged individuals with capital, capacity, connections, and conviction to leverage entrepreneurship for economic and social advancement.

Program Service Accomplishments

Program 1

Expenses: $536,153 Revenue: $89,300

We connect micro-businesses to the financial resources and capital they need in order to achieve financial wealth and resiliency. We provide customized and culturally relevant Individual Technical...

We connect micro-businesses to the financial resources and capital they need in order to achieve financial wealth and resiliency. We provide customized and culturally relevant Individual Technical Assistance to set up our clients for entrepreneurial success. We provide Group Trainings to complement our Individual Technical Assistance and support our clients' financial well-being.1. Over 289 clients were served with Business consulting, technical assistance and connecting with resources and professionals from various industries: legal, marketing, construction, communications, accounting and city business managers2. Closed 35 loans totaling $535,600 Average loan size $15,400

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $818,164

Program Service Revenue $89,300

Investment Income $0

Other Revenue $0

TOTAL REVENUE $907,464

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $316,925

Fundraising Expenses $0

Program Expenses $536,153

Other Expenses $391,175

TOTAL EXPENSES $723,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$907,464	$566,338	+0.6%
Expenses	$723,100	$472,491	+0.5%
Net Income	$184,364	$93,847	+1.0%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$108,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Silvia Lucci	Vice President	1.00	Director	$0	$0	$0
Elhadji Ndiaye	Director	1.00	Director	$0	$0	$0
Peter Gonzales	Director	1.00	Director	$0	$0	$0
Heather Hanowitz	Treasurer	1.00	Director	$0	$0	$0
Sylvia Garcia-Garcia	Secretary	1.00	Director	$0	$0	$0
Luis Mora-Rechnitz	Director	1.00	Director	$0	$0	$0
Rosa Montijo	Director	1.00	Director	$0	$0	$0
Kersy Azocar	President and CEO	40.00	Officer	$108,120	$0	$108,120

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
2025	$907,464	$723,100	$1,439,030	$184,364
2024	No data	No data	No data	No data
2024	$566,338	$472,491	$771,302	$93,847
2023	$212,923	$346,619	$317,132	$-133,696