Capital Access Group Inc

San Francisco, CA
Tax-exempt since Feb. 1996
EIN: 95-4566396

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Type of Nonprofit

Designated as a 501(c)(4) Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Donations to this organization are not tax deductible.

Revenue

$4.4M (2023)

Expenses

$3.5M (2023)

Total Assets

$3.92M (2023)

Total Liabilities

$1.46M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Revenue

$4,397,482

Expenses

$3,498,416

Net Income

$899,066

Net Assets

$2,464,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,335,686	98.6%
Investment Income	$61,796	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$545,113	15.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,006,032	57.3%

Assets/Debt
Total Assets	$3,919,262
Total Liabilities	$1,455,226
Net Assets	$2,464,036

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$545,113	$0	$30,751
Claudia J Winter (Vp, Marketing)	$394,239	$0	$13,977
David Simmons (Vp, Portfolio Mgr)	$239,420	$0	$24,435
Jenny Tice (Business Dev. Off.)	$220,235	$0	$13,118
Alan Jung (Svp, Chief Credit)	$209,977	$0	$26,509
Katherine Larson (Chief Info. Off.)	$196,240	$0	$16,309
Maggie Sabovich (Director)	$4,000	$0	$0
Michael Perri Jr (Chairman)	$3,800	$0	$0
Raymond R Holland (Vice Chairman)	$3,800	$0	$0
Paul Foster (Director)	$3,800	$0	$0
Alan K Aikawa (Director)	$3,600	$0	$0
Ronald Blatman (Director)	$3,200	$0	$0
Ron Gerber (Secretary)	$2,600	$0	$0
Linda Chan (Treasurer)	$2,000	$0	$0

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990

Filed on May 21, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$3,761,634

Expenses

$3,485,444

Net Income

$276,190

Net Assets

$1,564,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,748,560	99.7%
Investment Income	$13,074	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,795,327	51.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$904,762	26.0%

Assets/Debt
Total Assets	$2,689,643
Total Liabilities	$1,124,673
Net Assets	$1,564,970

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$738,994	$0	$24,000
Claudia J Winter (Vp, Marketing)	$486,253	$0	$13,368
David Simmons (Vp, Portfolio Mgr)	$314,420	$0	$23,275
Alan Jung (Svp, Chief Credit)	$291,720	$0	$25,017
Katherine Larson (Chief Info. Off.)	$268,400	$0	$14,773
Jenny Tice (Business Dev. Off.)	$180,329	$0	$11,905
Raymond R Holland (Vice Chairman)	$4,000	$0	$0
Paul Foster (Director)	$4,000	$0	$0
Maggie Sabovich (Director)	$4,000	$0	$0
Michael Perri Jr (Chairman)	$3,800	$0	$0
Alan K Aikawa (Director)	$3,600	$0	$0
Ronald Blatman (Director)	$3,600	$0	$0
Ron Gerber (Secretary)	$2,600	$0	$0
Linda Chan (Treasurer)	$400	$0	$0

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990

Filed on July 25, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$3,647,968

Expenses

$4,076,601

Net Income

-$428,633

Net Assets

$1,288,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,636,352	99.7%
Investment Income	$11,616	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,772,844	43.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,383,558	33.9%

Assets/Debt
Total Assets	$3,408,808
Total Liabilities	$2,120,028
Net Assets	$1,288,780

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$699,102	$0	$31,965
Claudia J Winter (Vp, Marketing)	$476,195	$0	$14,280
Alan Jung (Svp, Chief Credit)	$282,900	$0	$23,982
David Simmons (Vp, Portfolio Mgr)	$278,550	$0	$21,546
Katherine Larson (Chief Info. Off.)	$251,400	$0	$15,164
Jenny Tice ()	$193,091	$0	$12,295
Michael Perri Jr (Chairman)	$4,739	$0	$0
Maggie Sabovich (Director)	$3,800	$0	$0
Raymond R Holland (Vice Chairman)	$3,600	$0	$0
Alan K Aikawa (Director)	$3,600	$0	$0
Paul Foster (Director)	$3,600	$0	$0
Ronald Blatman (Director)	$3,600	$0	$0
Ron Gerber (Secretary)	$2,800	$0	$0
Linda Chan (Treasurer)	$400	$0	$0

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990

Filed on Aug. 2, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$3,748,795

Expenses

$3,812,955

Net Income

-$64,160

Net Assets

$1,717,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,697,848	98.6%
Investment Income	$50,947	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,040,861	53.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$972,102	25.5%

Assets/Debt
Total Assets	$3,307,836
Total Liabilities	$1,590,423
Net Assets	$1,717,413

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$659,233	$0	$35,331
Claudia J Winter (Vp, Marketing)	$331,874	$0	$17,766
Alan Jung (Svp, Chief Credit)	$269,005	$0	$22,559
David Simmons (Vp, Portfolio Mgr)	$260,700	$0	$20,235
Katherine Larson (Chief Info. Off.)	$240,100	$0	$14,209
Maggie Sabovich (Director)	$4,200	$0	$0
Raymond R Holland (Vice Chairman)	$3,800	$0	$0
Paul Foster (Director)	$3,800	$0	$0
Michael Perri Jr (Chairman)	$3,600	$0	$0
Alan K Aikawa (Director)	$3,200	$0	$0
Ronald Blatman (Director)	$3,200	$0	$0
Ron Gerber (Secretary)	$2,000	$0	$0
Linda Chan (Treasurer)	$600	$0	$0

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990

Filed on Aug. 2, 2021

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Fiscal Year Ending Sept.
2019

Revenue

$3,284,193

Expenses

$3,304,816

Net Income

-$20,623

Net Assets

$1,781,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,251,526	99.0%
Investment Income	$32,667	1.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,781,357	53.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$832,376	25.2%

Assets/Debt
Total Assets	$3,284,864
Total Liabilities	$1,503,291
Net Assets	$1,781,573

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$624,855	$0	$38,031
Claudia J Winter (Vp, Marketing)	$321,957	$0	$17,703
Alan Jung (Svp, Chief Credit)	$258,700	$0	$22,605
David Simmons (Vp, Portfolio Mgr)	$250,800	$0	$20,561
Katherine Larson (Chief Info. Off.)	$199,206	$0	$13,061
Michael Perri Jr (Chairman)	$3,600	$0	$0
Raymond R Holland (Vice Chairman)	$3,600	$0	$0
Maggie Sabovich (Director)	$3,600	$0	$0
Alan K Aikawa (Director)	$3,400	$0	$0
Ronald Blatman (Director)	$3,400	$0	$0
Paul Foster (Director)	$3,000	$0	$0
Linda Chan (Treasurer)	$300	$0	$0
Ron Gerber (Secretary)	$0	$0	$0

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990

Filed on Aug. 4, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$3,182,967

Expenses

$3,346,359

Net Income

-$163,392

Net Assets

$1,802,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,153,872	99.1%
Investment Income	$29,095	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,580,418	47.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$947,276	28.3%

Assets/Debt
Total Assets	$3,179,700
Total Liabilities	$1,377,504
Net Assets	$1,802,196

Compensation

Key Employees and Officers	Compensation	Related	Other
Jacklyn Jordan (President)	$629,534	$0	$27,113
Claudia J Winter (Vp, Marketing)	$325,680	$0	$17,049
Cara Jessen (Marketing)	$273,943	$0	$15,709
Alan Jung (Svp, Chief Credit)	$247,420	$0	$21,167
David Simmons (Vp, Portfolio Mgr)	$240,700	$0	$18,819
Raymond R Holland (Vice Chairman)	$3,200	$0	$0
Paul Foster (Director)	$3,000	$0	$0
Maggie Sabovich (Director)	$2,800	$0	$0
Michael Perri Jr (Chairman)	$2,400	$0	$0
Ronald Blatman (Director)	$2,400	$0	$0
Alan K Aikawa (Director)	$1,800	$0	$0
Linda Chan (Treasurer)	$600	$0	$0
Ron Gerber (Secretary)	$0	$0	$0

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990

Filed on Aug. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$3,423,648

Expenses

$3,240,423

Net Income

$183,225

Net Assets

$1,965,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,404,546	99.4%
Investment Income	$19,102	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,668,806	51.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$842,720	26.0%

Assets/Debt
Total Assets	$3,542,202
Total Liabilities	$1,576,614
Net Assets	$1,965,588

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Revenue

$3,449,328

Expenses

$3,295,551

Net Income

$153,777

Net Assets

$1,782,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,435,225	99.6%
Investment Income	$14,103	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$600,637	18.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,828,240	55.5%

Assets/Debt
Total Assets	$3,703,652
Total Liabilities	$1,921,289
Net Assets	$1,782,363

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Revenue

$3,219,075

Expenses

$3,074,973

Net Income

$144,102

Net Assets

$1,628,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,206,393	99.6%
Investment Income	$12,682	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$551,377	17.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,585,044	51.5%

Assets/Debt
Total Assets	$3,189,562
Total Liabilities	$1,560,976
Net Assets	$1,628,586

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Revenue

$3,427,844

Expenses

$3,389,728

Net Income

$38,116

Net Assets

$1,484,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,418,695	99.7%
Investment Income	$17,042	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$7,893
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$746,430	22.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,531,770	45.2%

Assets/Debt
Total Assets	$3,172,878
Total Liabilities	$1,688,394
Net Assets	$1,484,484

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$3,323,349

Expenses

$3,342,994

Net Income

-$19,645

Net Assets

$1,446,368

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,313,332	99.7%
Investment Income	$10,017	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$732,150	21.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,421,067	42.5%

Assets/Debt
Total Assets	$3,415,916
Total Liabilities	$1,969,548
Net Assets	$1,446,368

990

Filed on Oct. 21, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$3,182,362

Expenses

$3,169,575

Net Income

$12,787

Net Assets

$1,466,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,171,133	99.6%
Investment Income	$11,229	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$797,929	25.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,263,963	39.9%

Assets/Debt
Total Assets	$3,118,259
Total Liabilities	$1,652,246
Net Assets	$1,466,013

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$2,870,004

Expenses

$2,942,706

Net Income

-$72,702

Net Assets

$1,453,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,851,481	99.4%
Investment Income	$18,523	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$732,114	24.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,203,333	40.9%

Assets/Debt
Total Assets	$2,708,184
Total Liabilities	$1,254,958
Net Assets	$1,453,226

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated December 20, 2024

Capital Access Group Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.4M (2023)

Expenses $3.5M (2023)

Total Assets $3.92M (2023)

Total Liabilities $1.46M (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$4.4M (2023)

Expenses

$3.5M (2023)

Total Assets

$3.92M (2023)

Total Liabilities

$1.46M (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005