NonprofitsCommunity Vision Capital & Consulting

Community Improvement & Capacity Building

Community Vision Capital & Consulting

SAN FRANCISCO, CA

Total revenue

$24.6M

Total expenses

$16.6M

Net assets

$49.2M

Grants received

$28.1M

67 grants

EIN

943032394

Tax year

2023

Mission

Providing financing and financial expertise to strengthen low-income communities.

Programs

3 programs

Real estate solutions (res): since the inception of our consulting & training program, community vision has provided 1,308 real estate and financial management consulting engagements and served 8,436 organizations through workshops on these topics. During fy24, the program completed 44 consulting engagements, and hosted 13 workshops. Res also manages the calcore program, a five-year state-wide initiative that brings together cohorts of community-based developers, with a focus on black, indigenous, people of color-led (bipoc) real estate organizations, particularly community development corporations (cdcs) and community land trusts (clts).

Expenses: $1.8M

Communications and impact: community vision conducts ongoing evaluation of programs and initiatives. We develop and distribute information about our programs both internally and externally via multiple channels.

Expenses: $1.1M

Capitalization: community vision was founded by community residents as a vehicle to channel capital from socially responsible and mission motivated investors to projects that benefit low income people. We provide education on sustainable, socially responsible investing. At the end of fy2024 investments made by over 300 banks, foundations, individuals, religious organizations, nonprofit organizations and hospital systems into our revolving loan fund totaled $103.6 million.new markets tax credit: community vision has received a total of $212 million in new markets tax credit (nmtc) allocation for use in our northern and central california service area. We highly leverage and invest tax credit capital in high impact businesses and nonprofits in qualifying low-income communities, creating jobs and spurring additional economic development. Our nmtc program has helped to create or preserve 5,637 jobs, created 1,038,826 square feet of community facility space, helped to develop 84 units of affordable housing and leveraged an additional $340 million in private investment. Over 962,000 individuals across 8 counties spanning northern and central california will be served by the projects developed using these funds.

Expenses: $577K

Financials

FY 2023

Revenue

Contributions & grants$17.6M
Program service revenue$5.6M
Investment income$1.4M
Other revenue$5K
Total revenue$24.6M

Expenses

Grants paid$129K
Salaries & benefits$5.7M
Fundraising$394K
Other expenses$10.8M
Total expenses$16.6M
Total assets$161.8M
Net assets$49.2M

People

25 listed

NameRoleCompensation

CATHERINE HOWARD

PRESIDENT

Board

$262K

40 hrs/wk

WILFREDO O MENDOZA

CFO

Board

$199K

40 hrs/wk

PAMELA MERCHANT

BOARD MEMBER/CONSULTANT

Board

$5K

4 hrs/wk

ANITA ADDISON

BOARD CHAIR

Board

4 hrs/wk

LUIS RODRIGUEZ

BOARD MEMBER (THRU 6/1/24)

Board

4 hrs/wk

BRYAN IGNOZZI

BOARD MEMBER (THRU 1/1/24)

Board

4 hrs/wk

LUISA MEDINA

BOARD MEMBER

Board

4 hrs/wk

BHAVANI DARYANANI

BOARD MEMBER

Board

4 hrs/wk

ESTELLA SANCHEZ

BOARD MEMBER

Board

4 hrs/wk

NIKKI BEASLEY

BOARD MEMBER

Board

4 hrs/wk

ANDY MADEIRA

BOARD MEMBER

Board

4 hrs/wk

CAROYN JOHNSON

BOARD MEMBER

Board

4 hrs/wk

PATRICIA GOPAUL

BOARD MEMBER

Board

4 hrs/wk

DAVID ELSAESSER

SECRETARY

Board

4 hrs/wk

JOHN CHAN

TREASURER

Board

4 hrs/wk

SABRINA KELLEY

DIR OF EXTERNAL RELATIONS

Staff

$206K

40 hrs/wk

SAUL ETTLIN

SENIOR ADVISOR TO THE PRESIDENT

Staff

$190K

40 hrs/wk

SCOTT SPORTE

DIRECTOR OF CREDIT

Staff

$182K

40 hrs/wk

JASON RIGGS

COMMUNICATIONS DIRECTOR

Staff

$173K

40 hrs/wk

NATE SCHAFFRAN

DIRECTOR OF BUSINESS DEVELOPMENT

Staff

$169K

40 hrs/wk

CARMEN JONES-WEAKS

DIRECTOR OF PEOPLE & CULTURE

Staff

$168K

40 hrs/wk

RISA KEEPER

INTERIM DIRECTOR OF CATALYTIC CAPITAL (THRU 12/13/

Staff

$167K

40 hrs/wk

AMANDA BORNSTEIN

DIR OF CATALYTIC CONSULTING/TRAINING

Staff

$167K

40 hrs/wk

DANIEL MCDONALD

SENIOR BUSINESS DEVELOPMENT OFFICER

Staff

$154K

40 hrs/wk

GRAYTON HUANG

CONTROLLER

Staff

$148K

40 hrs/wk

Independent contractors

45 LINCOLN QSF

LEGAL SERVICES

$133K

THE NORFUS FIRM

HR AND DEI CONSULTING

$116K

NIXON PEABODY

LEGAL SERVICES

$103K

Grants received

Showing 67 of 67

FromAmountPurposeYear
$5.5M
FOR THE PERFORMING ARTS ACQUISITION FUND
2024
$800K
GENERAL OPERATING SUPPORT
2024
$375K
IN SUPPORT OF NEIGHBORHOOD REVITALIZATION
2024
$160K
FOR CONSULTING AND TRAINING PROGRAMS FOR ARTS ORGANIZATIONS
2024
$150K
PROJECT SUPPORT GRANT TO PROVIDE TECHNICAL ASSISTANCE AND LOANS IN FRESNO AND CALIFORNIA'S CENTRAL VALLEY
2024
$30K
SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT
2024
$10K
GENERAL OPERATING SUPPORT
2024
$6K
HOUSING, SHELTER
2024
$800K
GENERAL OPERATING SUPPORT: TO SUPPORT AN ORGANIZATION THAT WORKS TO BUILD ORGANIZATIONAL CAPACITY TO PROMOTE HEALTH AND ECONOMIC JUSTICE BY INCREASING THE FINANCIAL RESILIENCE AND SUSTAINABILITY OF COMMUNITIES IN NEED ACROSS CALIFORNIA.
2023
$160K
FOR CONSULTING AND TRAINING PROGRAMS FOR ARTS ORGANIZATIONS
2023
$85K
PROMOTING FINANCIAL SUSTAINABILITY OF NONPROFITS ADVANCING HEALTH EQUITY: TO SUPPORT A CRITICAL TECHNICAL ASSISTANCE PARTNER IN THE NORTHERN CENTRAL VALLEY TO BUILD THE FINANCIAL SUSTAINABILITY OF COMMUNITY-BASED ORGANIZATIONS FOCUSED ON HEALTH AND RACIAL EQUITY.
2023
$30K
SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT
2023
$27K
SMALL BUSINESS COALITION FOR RACIAL JUSTICE
2023
$12K
GENERAL SUPPORT, PROMOTING AND SUPPORTING DISADVANTAGED SMALL BUSINESSES OF COLOR IN THE EAST BAY AND THE COMMUNITIES THEY SERVE
2023
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$10K
GENERAL OPERATING SUPPORT/ANNUAL GIFT
2023
$5K
PUBLIC, SOCIETAL BENEFIT
2023
$1.6M
FOR THE BAY AREA PERFORMING ARTS CAPITAL FUND
2022
$800K
GENERAL OPERATING SUPPORT: TO SUPPORT AN ORGANIZATION THAT WORKS TO BUILD ORGANIZATIONAL CAPACITY TO PROMOTE HEALTH AND ECONOMIC JUSTICE BY INCREASING THE FINANCIAL RESILIENCE AND SUSTAINABILITY OF COMMUNITIES IN NEED ACROSS CALIFORNIA.
2022
$200K
ADVISED - TO HELP COMMUNITY VISION CAPITAL & CONSULTING PROVIDE NONPROFITS. SMALL BUSINESSES. AND ENTREPRENEURS WITH STRATEGIC INVESTMENTS AND GUIDANCE TO DEEPEN WORK. SCALE IMPACT. AND STRENGTHEN COMMUNITIES IN THE BAY AREA.
2022
$160K
FOR CONSULTING AND TRAINING PROGRAMS FOR ARTS ORGANIZATIONS
2022
$150K
LOCAL GRANTMAKING
2022
$150K
FOR CONSULTING AND TRAINING PROGRAMS FOR ARTS ORGANIZATIONS
2022
$100K
PROMOTING FINANCIAL SUSTAINABILITY OF NONPROFITS ADVANCING HEALTH EQUITY: TO SUPPORT A CRITICAL TECHNICAL ASSISTANCE PARTNER IN THE NORTHERN CENTRAL VALLEY TO BUILD THE FINANCIAL SUSTAINABILITY OF COMMUNITY-BASED ORGANIZATIONS FOCUSED ON HEALTH AND RACIAL EQUITY.
2022
$50K
GENERAL SUPPORT
2022
$43K
GENERAL SUPPORT, SUPPORTING AND UPLIFTING DISADVANTAGED SMALL BUSINESSES OF COLOR IN THE EAST BAY AND THE COMMUNITIES THEY SERVE, SUPPORTING AND UPLIFTING DISADVANTAGED BIPOC ENTREPRENEURS AND SMALL BUSINESSES IN THE EAST BAY AND THE COMMUNITIES THEY SERVE
2022
$40K
GENERAL OPERATING
2022
$30K
SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT
2022
$7K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$6K
PUBLIC, SOCIETAL BENEFIT
2022
$5K
California Community Owned Real Estate Program (Ca
2022
$5K
HOUSING, SHELTER
2022
$600K
GENERAL OPERATING SUPPORT: TO SUPPORT AN ORGANIZATION FOCUSED ON STRENGTHENING EQUITY AND ADDRESSING HEALTH NEEDS IN VULNERABLE COMMUNITIES IN CALIFORNIA BY PROVIDING NONPROFITS, SMALL BUSINESSES AND SOCIAL ENTERPRISES WITH STRATEGIC INVESTMENT AND GUIDANCE.
2021
$300K
IN SUPPORT OF CAPACITY BUILDING
2021
$220K
Non-profit displacement
2021
$200K
IN SUPPORT OF CAPACITY BUILDING
2021
$150K
ADVANCING HEALTH AND RACIAL EQUITY THROUGH COMMUNITY WEALTH: TO SUPPORT A COHORT OF POWER-BUILDING AND LEADERSHIP DEVELOPMENT ORGANIZATIONS IN THE CENTRAL SAN JOAQUIN VALLEY REGION COMMITTED TO HEALTH AND RACIAL EQUITY IN DEVELOPING REAL ESTATE READINESS AND FINANCIAL SUSTAINABILITY PLANS.
2021
$150K
OFNS SMALL BUSINESS GRANT PROGRAM FUNDED BY GOOGLE.ORG
2021
$60K
PROGRAM - TO SUPPORT MALONGA ARTS COLLECTIVE'S PARTICIPATION IN THE COMMUNITY OWNED SHARED SPACE ACCELERATOR, A PILOT PROGRAM THAT PROVIDES TRAINING, ADVISING AND CAPITAL TO COMMUNITY BASED SHARED SPACE PROJECTS.
2021
$10K
For recipient's exempt purpose
2021
$7K
PUBLIC, SOCIETAL BENEFIT
2021
$10M
PUBLIC, SOCIETAL BENEFIT
2020
$500K
GENERAL OPERATING SUPPORT: TO SUPPORT AN ORGANIZATION FOCUSED ON STRENGTHENING EQUITY AND ADDRESSING HEALTH NEEDS IN VULNERABLE COMMUNITIES IN CALIFORNIA BY PROVIDING NONPROFITS, SMALL BUSINESSES AND SOCIAL ENTERPRISES WITH STRATEGIC INVESTMENT AND GUIDANCE.
2020
$400K
GENERAL OPERATING SUPPORT: TO SUPPORT AN ORGANIZATION FOCUSED ON STRENGTHENING EQUITY AND ADDRESSING HEALTH NEEDS IN VULNERABLE COMMUNITIES IN CALIFORNIA BY PROVIDING NONPROFITS, SMALL BUSINESSES AND SOCIAL ENTERPRISES WITH STRATEGIC INVESTMENT AND GUIDANCE.
2020
$175K
Philanthropy
2020
$120K
To support community-based real estate
2020
$103K
EMERGENCY FINANCING IN THE CENTRAL VALLEY
2020
$75K
ADVANCING HEALTH AND RACIAL EQUITY THROUGH COMMUNITY WEALTH CREATION: TO SUPPORT A COHORT OF POWER-BUILDING AND LEADERSHIP DEVELOPMENT ORGANIZATIONS IN THE SAN JOAQUIN VALLEY REGION COMMITTED TO HEALTH AND RACIAL EQUITY IN DEVELOPING REAL ESTATE READINESS AND FINANCIAL SUSTAINABILITY PLANS.
2020
$50K
Market Intelligence
2020
$30K
SUPPORT THE COMMUNITY BY ENCOURAGING FINANCIAL SUPPORT
2020
$27K
NON-PROFIT DISPLACEMENT PROJECT
2020
$20K
General support
2020
$15K
PROGRAMMATIC SUPPORT
2020
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$6K
PUBLIC, SOCIETAL BENEFIT
2020
$2.0M
CREDIT ENHANCEMENT IN SUPPORT OF A LOAN TO FABER STREET FOODWORKS, LLC, A PUBLIC BENEFIT LIMITED LIABILITY COMPANY, TO LAUNCH THE EAST BAY FOOD PRODUCTION CENTER, GENERAL SUPPORT
2019
$755K
IMPROVING HEALTHY FOOD ACCESS THROUGH THE FRESHWORKS PROGRAM: TO LAUNCH THE REVISED FRESHWORKS PROGRAM TO FINANCE AND SUPPORT A ROBUST PIPELINE OF HEALTHY FOOD ACCESS IN KEY REGIONS IN CALIFORNIA.
2019
$50K
ADVANCING HEALTH AND RACIAL EQUITY THROUGH COMMUNITY WEALTH CREATION: TO SUPPORT A COHORT OF POWER-BUILDING AND LEADERSHIP DEVELOPMENT ORGANIZATIONS IN THE SAN JOAQUIN VALLEY REGION COMMITTED TO HEALTH AND RACIAL EQUITY IN DEVELOPING REAL ESTATE READINESS AND FINANCIAL SUSTAINABILITY PLANS.
2019
$6K
PUBLIC, SOCIETAL BENEFIT
2019
$50K
PROGRAMMATIC SUPPORT
2018
$7K
PUBLIC, SOCIETAL BENEFIT
2018
$150
GENERAL OPERATING SUPPORT
2018

Funded by

$28.1M from 28 funders · 67 grants · 2018–2024

National Philanthropic Trust

$10M · 1 grant · 2020

The William & Flora Hewlett Foundation

$7.8M · 6 grants · 2022–2024

The California Endowment

$5.1M · 12 grants · 2019–2024

East Bay Community Foundation

$2.1M · 3 grants · 2019–2023

Jpmorgan Chase Foundation

$875K · 4 grants · 2018–2024

Northern California Grantmakers

$395K · 2 grants · 2020–2021

The San Francisco Foundation

$260K · 2 grants · 2021–2022

Details

EIN943032394
NTEE codeS200
Subsection03
Ruling date1992-01
Formed1987
Employees46
Volunteers26
COMMUNITY VISION CAPITAL & CONSULTING — Mission, Financials & Grants Received | Grantivo