COMMUNITY VISION CAPITAL & CONSULTING

As filed

Subsection

03

NTEE code

S200

Classification

1000

Street

870 MARKET ST STE 677

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 677). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• REVOLUTIONARY ECONOMY FOR ALL LOCAL PEOPLES FUND

  EIN 87-1828856

• WORKING SOLUTIONS CDFI

  EIN 91-1951777

Mission and programs · 2024

• CAPITAL SOLUTIONS: SINCE 1987, COMMUNITY VISION HAS MADE 697 LOANS TOTALING $398 MILLION TO NONPROFITS AND SOCIAL ENTERPRISES SERVING DISINVESTED COMMUNITIES IN NORTHERN AND CENTRAL CALIFORNIA, LEVERAGING OVER $2.16 BILLION IN ADDITIONAL PROJECT FUNDING. THESE LOANS HAVE HELPED CREATE OR PRESERVE 8,166 AFFORDABLE HOUSING UNITS FOR LOW-INCOME FAMILIES AND INDIVIDUALS, AND FINANCED OVER 5.9 MILLION SQUARE FEET OF NEIGHBORHOOD-SERVING COMMERCIAL AND RESIDENTIAL SPACE. THES LOANS HAVE ALSO HELPED CREATED OR PRESERVE 29,881 PERMANENT AND CONSTRUCTION JOBS, AND HELPED FINANCE PROJECTS BY ORGANIZATIONS THAT SERVE OVER 6 MILLION INDIVIDUALS. AT THE END OF FY25, COMMUNITY VISION MANAGED A PORTFOLIO OF 91 LOANS WORTH $120 MILLION TO 80 ORGANIZATIONS. DURING THE COURSE OF FY25, COMMUNITY VISION CLOSED 18 LOANS TOTALING $50 MILLION.

  Expenses $18,902,054 · Grants $139,363 · Revenue $6,206,740

• REAL ESTATE SOLUTIONS (RES): SINCE THE INCEPTION OF OUR CONSULTING & TRAINING PROGRAM, COMMUNITY VISION HAS PROVIDED 1,383 REAL ESTATE AND FINANCIAL MANAGEMENT CONSULTING ENGAGEMENTS AND SERVED 8,964 PARTICIPANTS THROUGH WORKSHOPS ON THESE TOPICS. DURING FY25, THE PROGRAM COMPLETED 75 CONSULTING ENGAGEMENTS, AND HOSTED 18 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 $1,369,061 · Grants $6,000 · Revenue $1,035,606

• 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 $784,575

• CAPITALIZATION: COMMUNITY VISION WAS FOUNDED 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 FY2025, INVESTMENTS MADE BY OVER 330 BANKS, FOUNDATIONS, INDIVIDUALS, RELIGIOUS ORGANIZATIONS, NONPROFIT ORGANIZATIONS AND HOSPITAL SYSTEMS INTO OUR REVOLVING LOAN FUND TOTALED $114.2 MILLION.NEW MARKETS TAX CREDITS: COMMUNITY VISION HAS RECEIVED A TOTAL OF $212 MILLION IN NEW MARKETS TAX CREDIT (NMTC) ALLOCATIONS FOR USE IN OUR 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 CREATED 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 CALIFORNIA ARE SERVED BY THE PROJECTS DEVELOPED USING THESE FUNDS.

  Expenses $899,865

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $18,843,856

  Expenses

  $22,986,194

  Contributions

  $9,630,641

  Grants paid

  $145,362

• 2023

  Revenue

  $24,622,332

  Expenses

  $16,578,910

  Contributions

  $17,580,905

  Grants paid

  $128,588

• 2022

  Revenue

  $10,403,968

  Expenses

  $13,889,814

  Contributions

  $3,851,529

  Grants paid

  $164,494

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $13,288,785

  Expenses

  $11,678,145

  Assets (EOY)

  $119,686,017

• 2020 · 990

  Revenue

  $20,656,685

  Expenses

  $8,976,444

  Assets (EOY)

  $118,645,783

• 2019 · 990

  Revenue

  $11,934,054

  Expenses

  $11,569,984

  Assets (EOY)

  $99,445,180

• 2018 · 990

  Revenue

  $12,416,145

  Expenses

  $8,738,413

  Assets (EOY)

  $90,244,194

• 2016 · 990

  Revenue

  $7,872,481

  Expenses

  $6,902,986

  Assets (EOY)

  $76,514,626

• 2015 · 990

  Revenue

  $7,106,831

  Expenses

  $6,251,908

  Assets (EOY)

  $62,373,975

• 2014 · 990

  Revenue

  $7,281,365

  Expenses

  $5,971,527

  Assets (EOY)

  $59,355,993

• 2013 · 990

  Revenue

  $5,995,327

  Expenses

  $4,706,731

  Assets (EOY)

  $53,858,978

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $4,334,941

  Assets (EOY)

  $47,014,633

• 2011 · 990

  Revenue

  — not reported

  Expenses

  $4,825,891

  Assets (EOY)

  $45,042,986

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• REVOLUTIONARY ECONOMY FOR ALL LOCAL PEOPLE'S FUND

  $57,038

  2023 · GENERAL OPERATING SUPPORT

• FIRST NATIONS DEVELOPMENT

  $42,181

  2024 · GENERAL OPERATING SUPPORT

• SOGOREA TE LAND TRUST

  $42,181

  2024 · GENERAL OPERATING SUPPORT

• SOGOREA TE' LAND TRUST

  $35,775

  2023 · GENERAL OPERATING SUPPORT

• FIRST NATIONS DEVELOPMENT INSTITUTE

  $35,775

  2023 · GENERAL OPERATING SUPPORT

• SOLANO ADVOCATES FOR VICTIMS OF VIOLENCE

  $30,000

  2022 · GENERAL OPERATING SUPPORT

• NORTHERN CALIFORNIA GRANTMAKERS

  $30,000

  2022 · GENERAL OPERATING SUPPORT

• SOUTHWEST FRESNO DEVELOPMENT CORPORATION

  $30,000

  2024 · GENERAL OPERATING SUPPORT

• SOGOREA TE' LAND TRUST

  $27,247

  2022 · GENERAL OPERATING SUPPORT

• FIRST NATIONS DEVELOPMENT INSTITUTE

  $27,247

  2022 · GENERAL OPERATING SUPPORT

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• NATIONAL PHILANTHROPIC TR

  $15,000,000

  2024 · HUMAN SERVICES

• AMERICAN ONLINE GIVING FOUNDATION INC

  $225,000

  2022 · GENERAL SUPPORT

• SAN FRANCISCO FOUNDATION

  $200,000

  2022 · 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.

• LOCAL INITIATIVES SUPPORT CORPORATION

  $150,000

  2023 · SEE PART IV

• EAST BAY COMMUNITY FOUNDATION

  $42,976

  2022 · 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

• MISSION ECONOMIC DEVELOPMENT AGENCY

  $26,667

  2023 · SMALL BUSINESS COALITION FOR RACIAL JUSTICE

• EAST BAY COMMUNITY FOUNDATION

  $11,763

  2023 · GENERAL SUPPORT, PROMOTING AND SUPPORTING DISADVANTAGED SMALL BUSINESSES OF COLOR IN THE EAST BAY AND THE COMMUNITIES THEY SERVE

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $10,000

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

• VANGUARD CHARITABLE ENDOWMENT PROGRAM

  $7,000

  2022 · FOR RECIPIENT'S EXEMPT PURPOSE

• DONOR ADVISED CHARITABLE GIVING

  $6,704

  2024 · PUBLIC, SOCIETAL BENEFIT

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files