In 1987, our founders had a vision of putting their money to work as a tool for building financially strong and culturally vibrant communities capable of growing their sown seeds of self-determination.

We have successfully carried out that vision since the 1980s, by connecting investors to communities, lending to nonprofits, small businesses, and cooperatives, and providing financial and real estate consulting to organizations that share our vision of sustainable communities and social, racial, and economic justice.

Since then we’ve invested more than $350 million to projects throughout California, impacting the lives of more than 1.5 million of our neighbors. Our lending and consulting services support organizations that provide affordable housing, equitable and sustainable access to healthy food, community arts, and critical social, medical and youth services.

Mission

We promote economic justice and alleviate 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 and Central California communities.

Vision

We envision financially strong and culturally vibrant communities where each person has access to decent jobs, homes, health care, education, and economic opportunities. We work in partnership with individuals and organizations who share our vision of sustainable communities and social and economic justice.

Our Values

Conscious Investment

We deploy capital and knowledge that creates long-term systems change to power structures.

Learning

We use evaluation, reflection, and knowledge sharing to inform nimble and innovative approaches to solutions that achieve personal and organizational excellence.

Racial and Economic Equity

We recognize that a history of discriminatory financial practices and intentional disinvestment have contributed to a lack of economic progress in low-income communities and communities of color. Community Vision provides capital and technical assistance for communities that have been systemically disadvantaged to ensure fairness in opportunities, resources, and rights for everyone.

Client Service Focused

We are responsive and consistent in our interactions. Everything starts with our clients’ needs. We adapt our process and offerings accordingly.

Humility and Respect

We value the wealth of experience, insight, and culture rooted in the communities we work with.

Collaboration

We recognize and engage each other’s strengths to achieve a shared vision or goal.

Integrity

We are honest, accountable, and transparent with each other and our stakeholders. We value and practice sound ethical character and behavior.

Our People

We understand that no one knows your problem better than you do, and we believe that client input is integral to all solutions. Working together, we listen to your concerns and apply our experience and wisdom to tackle the financial challenges our clients face. You are our partner throughout the entire process.

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Taya Dennis : Salesforce Administrator and Business Analyst

Taya Dennis

Salesforce Administrator and Business Analyst

Taya comes to Community Vision with over 4 years of Salesforce Administration experience in the nonprofit space and a deep love of databases. Taya has a BS in Business Administration and has volunteered with various organizations including The Gubbio Project and SF Marin Food Bank.
tayad@communityvisionca.org
Sally Morrow : Community Real Estate Consultant

Sally Morrow

Community Real Estate Consultant

Sally brings over 12 years of experience in community design and development to her role as Community Real Estate Consultant. She has previously held nonprofit consulting positions at Tides, Nonprofit Centers Network, and Chattanooga Design Studio following several years in architectural practice. Sally holds a Bachelor of Architecture from Syracuse University, a Graduate Certificate in Community Development from Kansas State University, and will complete a Master of Nonprofit Administration from University of San Francisco in May 2024.

smorrow@communityvisionca.org
Rob Morgan : Senior Development Associate

Rob Morgan

Senior Development Associate

Rob serves as a Senior Development Associate, where he is responsible for increasing resources for the organization and its partners in support of Community Vision's programs and operations. Through personal experience and historical observation, Rob believes that economic empowerment and community-based ownership of commercial and capital assets are vital to achieving true social equity, justice and community self-determination. Prior to joining Community Vision, Rob held positions in public education, philanthropy and public sector management. He holds a Master of Public Administration from the University of Pennsylvania Fels Institute of Government and a Bachelor of Arts in History from Morehouse College.

rmorgan@communityvisionca.org
Terrance J. Dennis : Director of Compliance

Terrance J. Dennis

Director of Compliance

Terrance Dennis is Community Vision’s inaugural Compliance Manager. He brings over eight years of experience providing his corporate and regulatory compliance expertise to the executive leadership of for-profit and non-profit healthcare organizations across the U.S that receive federal, insurance, or private funding. Mr. Dennis will obtain his Juris Doctorate from San Joaquin College of Law in the Spring of 2023 and holds his Master’s in Forensic Psychology and a Bachelor's in Criminology from California State University of Fresno.

Prior to joining Community Vision, Mr. Dennis spearheaded strategic initiatives to align corporate systems, internal processes, and controls with third-party regulatory obligations, specializing in conducting audits for forensic investigative purposes and minimizing the risk of litigation. Mr. Dennis has conducted organizational assessments, policy & procedure review and creation, and implemented key performance indicators to set corporate standards and process improvement systems for cross-functional teams and internal and external stakeholders.

Through creating streamlined workflow charts and business processes, Mr. Dennis aided organizations from start-ups, turnarounds, accelerated growth, realignment, and sustainability phases to ensure optimal functionality through eliminating corporate waste, performance improvement, quality assurance, quality improvement measures, and risk management, ultimately positively affecting an organization’s bottom line. Additionally, Mr. Dennis has aided organizations in due diligence, securing commercial real estate and private investor funding. Terrance served as a Division One student-athlete for the Fresno State Football team and enjoys spending time with family, going to the beach, and hiking!

tdennis@communityvisionca.org
Vincent Yu : Loan Administrator/Accountant

Vincent Yu

Loan Administrator/Accountant

I have recently joined CV on 01/09/23. My responsibilities are managing and monitoring outstanding loans in the TEA system. Assist the accounting team with monthly transactions that are related to loan portfolio, NMTCs, financial statements and other reporting. I earned a BS degree in accounting from San Francisco State University. Before joining CV, I worked for Wine.com as Accounts Payable Supervisor & Payroll and JFCS non-profit as Staff Accountant.

vy@communityvisionca.org
Jasmine Vinson : Lending Operations Associate

Jasmine Vinson

Lending Operations Associate

Jasmine Vinson is an alumnus of California State University, Sacramento with a major in Sociology. She comes to Community Vision with over fifteen years of experience in banking and finance. While working in fintech, she was responsible for overseeing the development of the Customer Service department, creating policies in direct relation to loss mitigation and the training and development of new hires. In her leisure time, she enjoys traveling, cooking and listening to country music.

jvinson@communityvisionca.org

Board of Directors

Patricia GoPaul, Chair
John Chan, Treasurer
David Elsaesser, Secretary
Carolyn Johnson, At-Large
Anita Addison
Pamela Merchant
Andy Madeira
Luisa Medina
Bryan Ignozzi
Nikki Beasley
Luis Rodriguez

Central Valley Advisory Council

John Chan

Arthur Dyson

Caroline Farrell

Sabrina Kelley

Luisa Medina

Daniel O’Connell

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