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EIN 85-0346325

Homewise

IRS 501(c) type
501(c)(3)
Num. employees
159
City
Santa Fe
State
New Mexico
Year formed
1986
Most recent tax filings
2023-03-01
NTEE code, primary
L80: Housing Support Services
Description
Homewise helps create successful homeowners and strengthens neighborhoods to improve long-term financial well-being and quality of life for individuals and families through financial counseling, property development, government program administration, low-interest fixed rate mortgages, home improvement loans, refinance loans, mortgage loan servicing, and real estate sales in Santa Fe, NM.
Total revenues
$25,177,959
2023
Total expenses
$21,731,830
2023
Total assets
$228,547,267
2023
Num. employees
159
2023

Program areas at Homewise

Homewise provides financial counseling, property development, government program administration, low-interest fixed rate mortgages, home improvement loans, refinance loans, mortgage loan servicing, and real estate sales.

Who funds Homewise

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
NeighborWorks AmericaGeneral Support$630,000
Anchorum St VincentCSV Workforce Housing Assistance$250,000
Albuquerque Community FoundationDonor-Advised Passthrough$42,500
...and 6 more grants received

Personnel at Homewise

NameTitleCompensation
Michael LoftinChief Executive Officer$293,809
Elena GonzalesChief Operating Officer$164,328
Clarence SimmonsChief Financial Officer$194,834
Lois PageChief Information Officer
Johanna GilliganChief External Affairs Officer$147,369
...and 30 more key personnel

Financials for Homewise

RevenuesFYE 03/2023
Total grants, contributions, etc.$5,922,605
Program services$19,194,821
Investment income and dividends$59,464
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$1,069
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$25,177,959

Form 990s for Homewise

Fiscal year endingDate received by IRSFormPDF link
2023-032023-11-15990View PDF
2022-032022-12-06990View PDF
2021-032021-06-28990View PDF
2020-032020-10-07990View PDF
2019-032019-10-31990View PDF
...and 9 more Form 990s
Data update history
April 19, 2024
Updated personnel
Identified 1 new personnel
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 8, 2024
Updated personnel
Identified 4 new personnel
January 3, 2024
Received grants
Identified 3 new grant, including a grant for $42,500 from Albuquerque Community Foundation
December 27, 2023
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Family service centersHousing and shelter organizationsHeadquarter / parent organizationsCharities
Issues
Human servicesHousing
Characteristics
Receives government fundingTax deductible donations
General information
Address
1301 Siler Rd Building D
Santa Fe, NM 87507
Metro area
Santa Fe, NM
County
Santa Fe County, NM
Website URL
homewise.org/ 
Phone
(505) 983-9473
Facebook page
homewisesf 
Twitter profile
@sfhomewise 
IRS details
EIN
85-0346325
Fiscal year end
March
Taxreturn type
Form 990
Year formed
1986
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
L80: Housing Support Services
NAICS code, primary
624190: Individual and Family Services
Parent/child status
Independent
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