Nonprofit Sustainability InitiativeReal Estate Technical Assistance Application

Nonprofit Sustainability Initiative
Real Estate Technical Assistance Application

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Community Vision offers real estate technical assistance to nonprofit organizations at risk of displacement, facing barriers to growth due to real estate constraints, or negotiating commercial leases in new, 100% affordable housing developments.

We offer the following support services in both individual and workshop settings to 501(c)3 organizations and fiscally-sponsored projects located in San Francisco:
Financial planning
Space planning
Identifying/evaluating potential sites
Assistance in lease negotiations
Developing construction budgets and project timelines
Analyzing potential funding sources

Priority criteria for technical assistance recipients (visit FAQs for definitions and more information on eligibility):
Must be facing permanent displacement or barriers to growth due to real estate constraints, or be negotiating a commercial lease in a new, 100% affordable housing development
Must be deeply-rooted in low-income and historically-underserved community(ies) in San Francisco
Must have a two-year track record of providing services to low-income and historically-underserved community(ies) in San Francisco
Can clearly identify how a new space will attract new beneficiaries and better serve current beneficiaries
Can demonstrate evidence of planning to mitigate financial risk

Contact Risa Blumlein Keeper, Managing Consultant at Community Vision, with any questions.

Organization Information

Organization Name

Address

Zip Code

Year of incorporation (if applicable)

Real estate need

Fiscally-sponsored project?

Fiscal sponsor name

Fiscal sponsor contact information (name, email, phone number)

Type of technical assistance requested

(hold down the Control button to select multiple options)

Current year operating expense budget

Number of board members

Number of full-time paid staff

Number of part-time paid staff

Number of volunteers (current year)

Organization Designation

(hold down the Control button to select multiple options)

Please Describe Other

Contact Information

Primary Contact Gender Pronoun

Primary Contact First Name

Primary Contact Last Name

Primary Contact Title

Primary Contact Email

Primary Contact Phone

Programming and Community Impact

Organization mission statement

What is the most significant public benefit outcome that your organization aims to achieve during the current fiscal year? Briefly describe your organization's primary programming.

How do your programs identify and/or prioritize low-income and historically underserved community(ies)?

Is there anything else you would like to add about your organization's racial equity efforts and/or engagement of low-income and historically underserved communities?

Beneficiaries

How does the Staff and Board of your organization reflect the demographics of the community(ies) you serve and what activities ensure that the people who depend on your services and resources help shape major decisions and policies?

Please describe your primary and secondary beneficiaries and be specific about the services and resources each receives. (Primary clients receive the bulk of services or resources. Secondary clients receive minor services or are impacted through the ripple effect of the organization's work. For example, a Counseling Agency's primary clients could be youth receiving counseling services and its secondary clients could be family members that receive minor support services. For a Capacity Building Agency, primary clients could include nonprofit staff & board members registered for workshops and secondary clients could be clients served through the nonprofits that are supported.)

Please list the number of primary and secondary beneficiaries.

	Primary	Secondary
Beneficiaries served

Of the beneficiaries listed above, list up to 3 zip codes in order of where the greatest to fewest beneficiaries are served.

	Primary	Secondary
Zip Code
Zip Code
Zip Code

Other (Please specify)

At Risk of Displacement or
Facing Barriers to Growth due to Real Estate Constraints

If the organization has secured a new space please use the following fields to describe the former space even if the organization has not yet moved.

Address

Zip code

District/Supervisor
(Click here to look up your district by address)

Total square footage

Does the organization rent or own its program office space?

Lease expiration date

Monthly lease payment

Is the at risk/former space ADA
(Americans with Disabilities Act) Accessible?

Are you interested in co-location?

List potential co-location tenants

Please describe your organization's real estate situation, space needs and any urgencies

Negotiating Commercial Lease in New, 100% Affordable Housing Development

Address

Zip code

District/Supervisor
(Click here to look up your district by address)

Total square footage

Does the organization rent or own its program office space?

Is this project a relocation or expansion?

Proposed lease term, if available

Proposed monthly price per square foot, if available

Developer(s)

Are you interested in co-location?

List potential co-location tenants

Please describe your organization's real estate situation, space needs and any urgencies

Add Attachments Here

IRS determination letter, Form 1023 (application for tax-exempt status), or fiscal-sponsorship agreement

Board of Directors roster that includes the term and affiliation for each Board member

Resumes and/or biographies of senior management staff

Strategic plan or business plan

Audits for the three most recent fiscal years (if unavailable, IRS Form 990 or income statement and balance sheet). Year 1:

Year 2:

Year 3:

Current Year Budget

Year-to-date income statement

Year-to-date balance sheet

Current lease agreement

Proposed lease agreement or term sheet, if available

Please let us know how you learned about the Nonprofit Sustainability Initiative

(hold down the Control button to select multiple options)

If other, please describe:

If you would like, please comment on your experience with this application

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Contact Information