Civic Intelligence

Northern California Community Loan Fund

990 • Fiscal year 2021 • EIN 94-3032394

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 11, 2022

Organization ProfileCOMMUNITYVISIONCA.ORG

View Organization Page

870 Market Street No 677San Francisco, CA 94102

(415) 392-8215

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.65x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

3.75x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

90th percentile

57%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$262,118

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

73%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$118,645,783

Up $19,200,603 (+19%) from 2020

Net Assets

Up

$41,241,468

Up $11,307,959 (+38%) from 2020

Liabilities

Up

$77,404,315

Up $7,892,644 (+11%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin90th percentile

Revenue

Up

$20,656,685

Up $8,722,631 (+73%) from 2020

Expenses

Down

$8,976,444

Down $2,593,540 (-22%) from 2020

Net Income

Up

$11,680,241

Up $11,316,171 (+3108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $40,614,532Liabilities 2011: $29,422,220Net Assets 2011: $11,192,3122011Assets 2012: $45,042,986Liabilities 2012: $30,489,156Net Assets 2012: $14,553,8302012Assets 2013: $47,014,633Liabilities 2013: $31,797,644Net Assets 2013: $15,216,9892013Assets 2014: $53,858,978Liabilities 2014: $37,072,018Net Assets 2014: $16,786,9602014Assets 2015: $59,355,993Liabilities 2015: $41,798,427Net Assets 2015: $17,557,5662015Assets 2016: $62,373,975Liabilities 2016: $43,410,901Net Assets 2016: $18,963,0742016Assets 2017: $76,514,626Liabilities 2017: $56,107,134Net Assets 2017: $20,407,4922017Assets 2018: $84,169,958Liabilities 2018: $58,879,893Net Assets 2018: $25,290,0652018Assets 2019: $90,244,194Liabilities 2019: $61,036,889Net Assets 2019: $29,207,3052019Assets 2020: $99,445,180Liabilities 2020: $69,511,671Net Assets 2020: $29,933,5092020Assets 2021: $118,645,783Liabilities 2021: $77,404,315Net Assets 2021: $41,241,4682021Assets 2022: $119,686,017Liabilities 2022: $82,179,276Net Assets 2022: $37,506,7412022Assets 2023: $129,891,649Liabilities 2023: $92,196,482Net Assets 2023: $37,695,1672023Assets 2024: $161,816,185Liabilities 2024: $112,664,111Net Assets 2024: $49,152,0742024

Highlighted filing

2021

Assets$118,645,783
Liabilities$77,404,315
Net Assets$41,241,468
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $4,282,586Expenses 2011: $3,315,001Net Income 2011: $967,5852011Expenses 2012: $4,825,8912012Expenses 2013: $4,334,9412013Revenue 2014: $5,995,327Expenses 2014: $4,706,731Net Income 2014: $1,288,5962014Revenue 2015: $7,281,365Expenses 2015: $5,971,527Net Income 2015: $1,309,8382015Revenue 2016: $7,106,831Expenses 2016: $6,251,908Net Income 2016: $854,9232016Revenue 2017: $7,872,481Expenses 2017: $6,902,986Net Income 2017: $969,4952017Revenue 2018: $12,488,077Expenses 2018: $7,534,710Net Income 2018: $4,953,3672018Revenue 2019: $12,416,145Expenses 2019: $8,738,413Net Income 2019: $3,677,7322019Revenue 2020: $11,934,054Expenses 2020: $11,569,984Net Income 2020: $364,0702020Revenue 2021: $20,656,685Expenses 2021: $8,976,444Net Income 2021: $11,680,2412021Revenue 2022: $13,288,785Expenses 2022: $11,678,145Net Income 2022: $1,610,6402022Revenue 2023: $10,403,968Expenses 2023: $13,889,814Net Income 2023: -$3,485,8462023Revenue 2024: $24,622,332Expenses 2024: $16,578,910Net Income 2024: $8,043,4222024

Highlighted filing

2021

Revenue$20,656,685
Expenses$8,976,444
Net Income$11,680,241
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 11, 2022
Return Version
2020v4.2
Gross Receipts
$20,746,643
Mission and Program Overview

Mission

The northern california community loan fund promotes economic justice and alleviates poverty by increasing the financial resilience and sustainability of community-based nonprofits and enterprises. Through flexible financial products and sound advice, we create opportunities to make socially responsible investments that revitalize northern california communities.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$62,373,974$48,106,301▼ $14,267,673
Investments in Publicly Traded Securities$13,337,417$28,479,456▲ $15,142,039
Savings and Temporary Cash Investments$17,791,362$26,932,012▲ $9,140,650
Cash and Non-Interest-Bearing Accounts$297,643$4,865,835▲ $4,568,192
Investments Other Securities$2,045,025$3,270,846▲ $1,225,821
Pledges and Grants Receivable$820,667$948,333▲ $127,666
Accounts Receivable$875,337$664,642▼ $210,695
Investments Program Related$178,706$364,940▲ $186,234
Prepaid Expenses and Deferred Charges$203,446$175,650▼ $27,796
Land, Buildings, and Equipment, Net$99,902$87,732▼ $12,170
Loans From Officers Directors$20,200$20,150▼ $50
Total Assets$99,445,180$118,645,783▲ $19,200,603
Other Assets Total$1,421,701$4,750,036▲ $3,328,335
Liabilities
Unsecured Notes Loans Payable$62,700,957$67,338,639▲ $4,637,682
Other Liabilities$3,040,587$4,837,652▲ $1,797,065
Deferred Revenue$2,415,015$3,465,807▲ $1,050,792
Accounts Payable and Accrued Expenses$1,334,912$1,742,067▲ $407,155
Total Liabilities$69,511,671$77,404,315▲ $7,892,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$28,350,819$29,148,436▲ $797,617
Net Assets With Donor Restrictions$1,582,690$12,093,032▲ $10,510,342
Total Net Assets Fund Balance$29,933,509$41,241,468▲ $11,307,959
Total Liabilities and Net Assets / Fund Balance$99,445,180$118,645,783▲ $19,200,603

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,136$291,292$331,428
Leasehold Improvements$47,596$64,793$112,389
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Catherine HowardPresidentFT$234,172$27,946$262,118
Ann CameronInterim President (thru 11/30/20)FT$198,332$43,334$241,666
C Lea SalemChief Financial OfficerFT$193,583$23,256$216,839
Saul X EttlinSenior AdvisorFT$167,253$28,006$195,259
Nathaniel SchaffranDirector of Business DevelopmentFT$162,011$25,388$187,399
Maria a RosadoVP Internal RelationsFT$154,828$21,111$175,939
Ruby HarrisCo-director of Loan OriginationsFT$151,442$18,444$169,886
Esperanza PallanaDirector of Strategic InitiativesFT$154,828$4,608$159,436
Mark HerreraDirector of Development (thru 11/24/20)FT$103,263$4,060$107,323

Board Members and Trustees

NameTitle
Patricia GopaulBoard Chair
Joy HoffmanBoard Vice-chair (thru 11/15/20)
Andre MadieraBoard Member
Anita AddisionBoard Member
Bryan IgnozziBoard Member
Carolyn JohnsonBoard Member
John ChanBoard Member
Luisa MedinaBoard Member
Pamela MerchantBoard Member (thru 5/3/21)
David ElsaesserSecretary
James SnyderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,317,131
Program Service Revenue
$5,840,481
Investment Income
$499,073
Other Revenue
$0
All Other Contributions
$13,037,465
Change in Net Assets
$11,680,241

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,626,533
Revenue Not Reported on Financial Statements
$30,152
Revenue Not Reported on Form 990
$1,030,526
Total Revenue per Audited Statements
$21,657,059
Total Revenue per Form 990
$20,656,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,485,202
Other Expenses$3,169,926
Total Fundraising Expense$380,521
Grants and Similar Amounts Paid$321,316
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,867,328$36,154$216,609$4,120,091
Interest$1,123,960--$1,123,960
Fees for Services Other$396,620$314,024$5,974$716,618
Current Officers, Directors, Trustees, and Key Employees$236,493$152,884$59,136$448,513
Other Employee Benefits$336,441$14,338$22,049$372,828
Payroll Taxes$283,047$29,503$18,056$330,606
Grants to Domestic Orgs$321,316--$321,316
Occupancy$272,414$27,815$19,051$319,280
Pension Plan Contributions$198,875$2,807$11,482$213,164
Information Technology$169,318$16,213$9,821$195,352
Fees for Services Legal$127,409$55,563$173$183,145
Office Expenses$83,284$13,244$8,247$104,775
Other Expenses$82,583$6,093$625$89,301
Insurance$45,062$34,840$320$80,222
Fees for Services Accounting$11,554$62,123$458$74,135
Advertising$53,096$4,125$3,157$60,378
Depreciation Depletion$41,739$4,308$2,939$48,986
Fees for Service Investment Mgmnt Fees-$30,152-$30,152
Conferences and Meetings$16,231$986$2,190$19,407
Travel$7,516$276$234$8,026
Total Functional Expenses$7,790,475$805,448$380,521$8,976,444

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,976,444
Total Expenses per Audited Statements$8,967,122
Expenses per Audited Statements$8,632,747
Expenses Not Reported on Financial Statements$343,697
Expenses Not Reported on Form 990$334,375
Other Expense Adjustments$313,545
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
African American Alliance of Cdfi Ceos IncOrlando, FL-General Support$80,000
Central Valley Empowerment AllianceVisalia, CA501(c)(3)General Support$80,000
Todo Verde LLCLos Angeles, CA501(c)(3)General Support$49,000
Fresno Food Commons TrustFresno, CA501(c)(3)General Support$48,687
Allied HousingFremont, CA501(c)(3)General Support$34,404
First Nations Development InstituteLongmont, CO501(c)(3)General Support$14,012
SOGOREA TE' LAND TRUSTOakland, CA501(c)(3)General Support$14,012
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$20,200$20,150▼ $50
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust$4,723,742
Other Liabilities$113,910
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All board members received a copy of the form 990 before it was filed. Board members were encouraged to review the form 990 and forward their questions to the vice president of finance or to community vision's accounting firm who addressed these questions. The finance committee reviewed the form in detail prior to filing and recommended the filing of the return to the full board of directors.”

Form 990, Part VI, Section B, Line 12C

“All staff and board members complete a disclosure form annually. Discussion and disclosure are included in regular board and committee meetings, as appropriate. If an actual conflict exists, the person involved is to recuse themselves from taking action on the transaction.”

Form 990, Part VI, Section B, Line 15

“The management team led by the president reviews salary information for similar positions at other nonprofit and community development financial institutions. This group recommends salary ranges based on comparable data and obtains approval for those ranges from the executive committee of the board of directors. All discussions are documented contemporaneously and a record of the decisions are maintained in the organization's files. The board of directors reviews the performance of the president and approves the compensation for that position based on comparable data from similar organization.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request for the same period of time set forth in sec. 6104(d).”

Filing and Contact Details

Filer

Filer Name
Community Vision Capital & Consulting
EIN
94-3032394
Phone
4153928215
Address
870 MARKET STREET NO 677, SAN FRANCISCO, CA 94102

Signing Officer

Name
Wil O Mendoza
Title
Vice President of Finance
Phone
4153928215
Signed
2022-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Howard
Formed
1987
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
49
Volunteers
21

Preparer

Firm
Hood & Strong Llp
Address
275 BATTERY STREET STE 900, SAN FRANCISCO, CA 94111
Preparer
Maga E Kisriev
Phone
4157810793
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loan purchase agreement net assets transfer -1,381,978. Recovery for loan loss 313,545. Pass-through grants -57,000.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes on related income under section 501(3) of the internal revenue code and from california franchise and/or income taxes under section 23701d of the revenue and taxation code. As of september 30, 2021, management evaluated the organization's tax positions and concluded that the organization had maintained its tax-exempt status and had taken no uncertain tax positions that require adjustments to the consolidated financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Pass-through grants -57,000.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Recovery for loan loss 313,545.”

Raw XML AppendixShowing 400 of 1,205 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0DIRECT LENDING: SINCE 1987, COMMUNITY VISION HAS MADE 556 LOANS TOTALING $240 MILLION TO NONPROFITS AND SOCIAL ENTERPRISES SERVING DISINVESTED COMMUNITIES IN NORTHERN AND CENTRAL CALIFORNIA, LEVERAGING OVER $1.9 BILLION IN ADDITIONAL PROJECT FUNDING. THESE LOANS HAVE HELPED CREATE OR PRESERVE 7,693 AFFORDABLE HOUSING UNITS FOR LOW-INCOME FAMILIES AND INDIVIDUALS, AND FINANCED OVER 3.4 MILLION SQUARE FEET OF NEIGHBORHOOD-SERVING COMMERCIAL AND RESIDENTIAL SPACE. THESE LOANS HAVE ALSO HELPED CREATE OR PRESERVE 16,252 PERMANENT AND CONSTRUCTION JOBS, AND HELPED FINANCE PROJECTS BY ORGANIZATIONS THAT SERVE OVER 1.6 MILLION INDIVIDUALS. AT THE END OF FY21, COMMUNITY VISION MANAGED A PORTFOLIO OF 85 LOANS WORTH $52.9 MILLION TO 74 ORGANIZATIONS. DURING THE COURSE OF FY21, COMMUNITY VISION CLOSED 28 LOANS TOTALING $15 MILLION.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1127946
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1223256
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1310001
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt144060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154608
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1618444
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1728006
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1825388
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1921111
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICIA GOPAUL
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES SNYDER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOY HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID ELSAESSER
IRS990/Form990PartVIISectionAGrp/PersonNm4ANITA ADDISION
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDRE MADIERA
IRS990/Form990PartVIISectionAGrp/PersonNm6BRYAN IGNOZZI
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROLYN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9LUISA MEDINA
IRS990/Form990PartVIISectionAGrp/PersonNm10PAMELA MERCHANT
IRS990/Form990PartVIISectionAGrp/PersonNm11CATHERINE HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm12C LEA SALEM
IRS990/Form990PartVIISectionAGrp/PersonNm13ANN CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm14MARK HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm15ESPERANZA PALLANA
IRS990/Form990PartVIISectionAGrp/PersonNm16RUBY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm17SAUL X ETTLIN
IRS990/Form990PartVIISectionAGrp/PersonNm18NATHANIEL SCHAFFRAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MARIA A ROSADO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11234172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12193583
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13231665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14103263
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15154828
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16151442
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17167253
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18162011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19154828
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD VICE-CHAIR (THRU 11/15/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (THRU 5/3/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM PRESIDENT (THRU 11/30/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR OF DEVELOPMENT (THRU 11/24/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF STRATEGIC INITIATIVES
IRS990/Form990PartVIISectionAGrp/TitleTxt16CO-DIRECTOR OF LOAN ORIGINATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt17SENIOR ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF BUSINESS DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP INTERNAL RELATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-87867
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01279666
IRS990/GrantAmt0111116
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0321316
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0321316
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02091
IRS990/GrossReceiptsAmt020746643
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt014
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt09821
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016213
IRS990/InformationTechnologyGrp/ProgramServicesAmt0169318
IRS990/InformationTechnologyGrp/TotalAmt0195352
IRS990/InsuranceGrp/FundraisingAmt0320
IRS990/InsuranceGrp/ManagementAndGeneralAmt034840
IRS990/InsuranceGrp/ProgramServicesAmt045062
IRS990/InsuranceGrp/TotalAmt080222
IRS990/InterestGrp/ProgramServicesAmt01123960
IRS990/InterestGrp/TotalAmt01123960
IRS990/InvestmentIncomeGrp/ExclusionAmt0586940
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0586940
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02045025
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03270846
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0178706
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0364940
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013337417
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028479456
IRS990/IRPDocumentCnt0202
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0356085
IRS990/LandBldgEquipBasisNetGrp/BOYAmt099902
IRS990/LandBldgEquipBasisNetGrp/EOYAmt087732
IRS990/LandBldgEquipCostOrOtherBssAmt0443817
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt089958
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt020200
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt020150
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY VISION CAPITAL & CONSULTING PROMOTES ECONOMIC JUSTICE AND ALLEVIATES POVERTY BY INCREASING THE FINANCIAL RESILIENCE AND SUSTAINABILITY OF COMMUNITY-BASED NONPROFITS AND ENTERPRISES. THROUGH FLEXIBLE FINANCIAL PRODUCTS AND SOUND ADVICE, WE CREATE OPPORTUNITIES TO MAKE SOCIALLY RESPONSIBLE INVESTMENTS THAT REVITALIZE NORTHERN CALIFORNIA COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt029933509
IRS990/NetAssetsOrFundBalancesEOYAmt041241468
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-87867
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-87867
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0753151
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt028350819
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt029148436
IRS990/NoncashContributionsAmt01500
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt019051
IRS990/OccupancyGrp/ManagementAndGeneralAmt027815
IRS990/OccupancyGrp/ProgramServicesAmt0272414
IRS990/OccupancyGrp/TotalAmt0319280
IRS990/OfficeExpensesGrp/FundraisingAmt08247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013244
IRS990/OfficeExpensesGrp/ProgramServicesAmt083284
IRS990/OfficeExpensesGrp/TotalAmt0104775
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01421701
IRS990/OtherAssetsTotalGrp/EOYAmt04750036
IRS990/OtherChangesInNetAssetsAmt0-1125433
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022049
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014338
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0336441
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0372828
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1FEES AND LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt0625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06093
IRS990/OtherExpensesGrp/ProgramServicesAmt0116189
IRS990/OtherExpensesGrp/ProgramServicesAmt182583
IRS990/OtherExpensesGrp/TotalAmt0116189
IRS990/OtherExpensesGrp/TotalAmt189301
IRS990/OtherLiabilitiesGrp/BOYAmt03040587
IRS990/OtherLiabilitiesGrp/EOYAmt04837652
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0216609
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03867328
IRS990/OtherSalariesAndWagesGrp/TotalAmt04120091
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt062373974
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt048106301
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018056
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029503
IRS990/PayrollTaxesGrp/ProgramServicesAmt0283047
IRS990/PayrollTaxesGrp/TotalAmt0330606
IRS990/PensionPlanContributionsGrp/FundraisingAmt011482
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02807
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0198875
IRS990/PensionPlanContributionsGrp/TotalAmt0213164
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0820667
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0948333
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0203446
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0175650
IRS990/PrincipalOfficerNm0CATHERINE HOWARD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813319
IRS990/ProgramServiceRevenueGrp/BusinessCd1813319
IRS990/ProgramServiceRevenueGrp/BusinessCd2813319
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST ON COMMUNITY LOANS
IRS990/ProgramServiceRevenueGrp/Desc1CONSULTING AND FISCAL AGENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2LOAN FEES/NMTC FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03798277
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11147282
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2894922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03798277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11147282
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2894922
IRS990/ProgSrvcAccomActy2Grp/Desc0CONSULTING AND TRAINING: SINCE THE INCEPTION OF OUR CONSULTING & TRAINING PROGRAM, COMMUNITY VISION HAS PROVIDED 1,098 REAL ESTATE AND FINANCIAL MANAGEMENT CONSULTING ENGAGEMENTS AND SERVED 3,600 ORGANIZATIONS THROUGH WORKSHOPS ON THESE TOPICS. DURING FY21, THE PROGRAM COMPLETED 73 CONSULTING ENGAGEMENTS, AND REACHED OVER 100 ORGANIZATIONS THROUGH 14 WORKSHOPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02014845
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01147143
IRS990/ProgSrvcAccomActy3Grp/Desc0STRATEGIC INITIATIVES: STRATEGIC INITIATIVES LEADS KEY ORGANIZATION-WIDE STRATEGIC ACTIVITIES THAT ADVANCE THE ORGANIZATION'S IMPACT IN OUR SERVICE AREA. THIS IS ACCOMPLISHED BY ADVISING THE ORGANIZATION'S LEADERSHIP ON STRATEGIC DIRECTION FOR THE ORGANIZATION; EVALUATING, DESIGNING AND IMPLEMENTING NEW PROGRAMS AND PARTICIPATING IN INDUSTRY POLICY INITIATIVE; COORDINATING THE ORGANIZATION'S STRATEGIC PLANNING AND PLAN IMPLEMENTATION; LEADING THE ORGANIZATION'S INITIATIVES; IDENTIFYING AND CULTIVATING STRATEGIC PARTNERSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0939200
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0210200
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CAPITALIZATION: 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 FY21 INVESTMENTS MADE BY BANKS, FOUNDATIONS, GOVERNMENT ENTITIES, INDIVIDUALS, RELIGIOUS ORGANIZATIONS, NONPROFIT ORGANIZATIONS, AND HOSPITAL SYSTEMS INTO OUR REVOLVING LOAN FUND TOTALED $64.5 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. DURING FY21, COMMUNITY VISION PROVIDED $11 MILLION OF ALLOCATION TO ONE PROJECT AND MANAGED OUR 19-PROJECT PORTFOLIO. 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0554682
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,645,783
Liabilities
$77,404,315
Net assets
$41,241,468
Revenue
$20,656,685
Expenses
$8,976,444
Net income
$11,680,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$162$113$49.2$24.6$16.6$8.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$92.2$37.7$10.4$13.9$3.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$82.2$37.5$13.3$11.7$1.61
2021Detailed filing. Detailed filing data is available for this year.$119$77.4$41.2$20.7$8.98$11.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.4$69.5$29.9$11.9$11.6$0.36
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.2$61.0$29.2$12.4$8.74$3.68
2018Summary only. Only limited summary data is available for this year.$84.2$58.9$25.3$12.5$7.53$4.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.5$56.1$20.4$7.87$6.90$0.97
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.4$43.4$19.0$7.11$6.25$0.85
2015Detailed filing. Detailed filing data is available for this year.$59.4$41.8$17.6$7.28$5.97$1.31
2014Detailed filing. Detailed filing data is available for this year.$53.9$37.1$16.8$6.00$4.71$1.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.0$31.8$15.2$4.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$30.5$14.6$4.83
2011Summary only. Only limited summary data is available for this year.$40.6$29.4$11.2$4.28$3.32$0.97