Nonprofit · EIN 85-0346325
HOMEWISE INC
Tax-exempt · SANTA FE, NM 87507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $54,360,945 | $26,072,850 | $28,288,095 | $287,708,931 | $171,810,693 | $115,898,238 |
| March 31, 2024 | 990 | $30,491,914 | $24,045,320 | $6,446,594 | $241,933,592 | $154,325,165 | $87,608,427 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $32,282,791
- of which government grants
- $5,039,037
- Program service revenue
- $19,885,980
- Investment income
- $671,186
- Net gain from sales of assets
- -$32,047
- Other revenue
- $1,520,988
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,203,717
- Other salaries and wages
- $6,999,440
- Salaries, compensation and benefits (total)
- $11,413,748
- Professional fundraising fees
- $47,000
- Legal fees
- $112,265
- Accounting fees
- $169,457
- Occupancy
- $584,877
- Travel
- $107,637
- Depreciation
- $1,470,542
- Program services (functional)
- $20,731,807
- Management and general (functional)
- $3,969,166
- Fundraising (functional)
- $1,371,877
Balance sheet and other
- Total assets, start of year
- $241,933,592
- Total assets, end of year
- $287,708,931
- Total liabilities, end of year
- $171,810,693
- Net assets, end of year
- $115,898,238
- Land, buildings and equipment
- $16,094,190
- Net assets without donor restrictions
- $113,008,515
- Net assets with donor restrictions
- $2,889,723
- Gross receipts
- $54,395,794
- Employees
- 128
- Volunteers
- 11
- Year formed
- 1986
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LOFTIN | CEO Officer | 40 | $274,079 | $35,303 |
| JOHANNA GILLIGAN | DEPUTY CHIEF EXECUTIVE OFFICER Officer | 40 | $201,985 | $35,965 |
| DANIEL SLAVIN | CFO Officer | 40 | $211,820 | $22,897 |
| ELENA GONZALES | COO Officer | 40 | $209,782 | $24,166 |
| RATHI CASEY | CHIEF CREATIVE OFFICER Officer | 40 | $180,776 | $13,292 |
| AMBROSE PENA | QUALIFYING BROKER Highest-paid employee | 40 | $131,111 | $30,212 |
| LISA HUVAL | CHIEF GOVERNMENT AFFAIRS OFFICER Officer | 40 | $150,776 | $9,249 |
| EUGENIO CHAVEZ | REAL ESTATE DEVELOPMENT PROJECT DIRECTOR Highest-paid employee | 40 | $138,928 | $18,498 |
| GINA SMYER | LOAN CLOSING & SERVICING DIRECTOR Highest-paid employee | 40 | $133,398 | $13,975 |
| SHANTI LONG | CONTROLLER Highest-paid employee | 40 | $117,214 | $22,354 |
| ALEXANDER CARLSEN | IT DIRECTOR Highest-paid employee | 40 | $125,908 | $9,353 |
| MARISSA RUYLE | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SHELLE VANETTEN DE SANCHEZ | VICE CHAIR AND SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| AMANDA KOCON | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| JOSEPH KUNKEL | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AGNES NOONAN | BOARD MEMBER Trustee or director | 1.5 | $0 |
| MONIQUE FRAGUA | BOARD MEMBER Trustee or director | 1.5 | $0 |
| BIANCA ORTIZ WERTHEIM | BOARD MEMBER Trustee or director | 1.5 | $0 |
| JOSUE OLIVARES | BOARD MEMBER Trustee or director | 1.5 | $0 |
| SEAN HARRIS | BOARD MEMBER Trustee or director | 1.5 | $0 |
| ALEX MONTANO | BOARD MEMBER Trustee or director | 1.5 | $0 |
| JAY NEWTON-SMALL | BOARD MEMBER Trustee or director | 1.5 | $0 |
990 for the year ended March 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL LOFTIN | CEO Officer | 40 | $274,494 | $34,537 |
| DELORIS PAGE | CIO Officer | 40 | $198,501 | $9,305 |
| KELLY O'DONNELL | CHIEF RESEARCH & POLICY OFFICER Officer | 40 | $175,005 | $26,076 |
| JOHANNA GILLIGAN | CHIEF EXTERNAL AFFAIRS OFFICER Officer | 40 | $161,110 | $31,598 |
| ELENA GONZALES | COO Officer | 40 | $168,501 | $20,443 |
| DANIEL SLAVIN | CFO Officer | 40 | $163,634 | $20,043 |
| RATHI CASEY | CHIEF CREATIVE OFFICER Officer | 40 | $170,302 | $0 |
| AMBROSE PENA | QUALIFYING BROKER Highest-paid employee | 40 | $127,580 | $28,845 |
| SHERYL KASSETAS | LENDING OPERATIONS DIRECTOR Highest-paid employee | 40 | $127,087 | $28,818 |
| EUGENIO CHAVEZ REAL ESTATE | DEV. CONSTRUCTION DIRECTOR Highest-paid employee | 40 | $133,931 | $17,690 |
| MICHELE ERENBERGER | SENIOR UNDERWRITER Highest-paid employee | 40 | $109,701 | $15,762 |
| JAIME JARAMILLO REAL ESTATE | DEVELOPMENT PLANNING DIRECTOR Highest-paid employee | 40 | $112,978 | $9,852 |
| KATHERINE ULIBARRI | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANNE MESSBARGER-EQUIA | VICE-CHAIR Trustee or director, Officer | 2.5 | $0 | $0 |
| JOSEPH KUNKEL | TREASURER Trustee or director, Officer | 2.5 | $0 | $0 |
| MARISSA RUYLE | SECRETARY Trustee or director, Officer | 2.5 | $0 | $0 |
| AGNES NOONAN | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| AMANDA KOCON | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| ANDREW SPINGLER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| DAVID DELGADO | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JADE RIVERA | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| JOSUE OLIVARES | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| PAUL VOGEL | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| SHELLE VANETTEN DE SANCHEZ | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1301 SILER RD BLDG D, SANTA FE, NM 87507-3540
- Principal officer (990 for 2024)
- DANIEL SLAVIN, 1301 SILER ROAD BUILDING D, SANTA FE, NM 87507
- Signed the 990
- DANIEL SLAVIN, CHIEF FINANCIAL OFFICER
- Phone
- (505) 983-9473
- Return prepared by
- NOVOGRADAC & COMPANY LLP
Mission
THE HOMEWISE MISSION IS TO HELP CREATE SUCCESSFUL HOMEOWNERS AND STRENGTHEN NEIGHBORHOODS SO THAT INDIVIDUALS AND FAMILIES CAN IMPROVE THEIR LONG-TERM FINANCIAL WELL-BEING AND QUALITY OF LIFE.
Program accomplishments
- HOMEWISE PROVIDES FINANCIAL COUNSELING, PROPERTY DEVELOPMENT, HOME IMPROVEMENT LOANS, REFINANCE LOANS, MORTGAGE LOAN SERVICING, AND REAL ESTATE SALES.Expenses $20,731,807 · revenue $19,985,068
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0346325
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $287,708,931
- Income (IRS master file)
- $54,395,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $54,360,945 | $26,072,850 | $287,708,931 | XML |
| 990 | March 2024 | $30,491,914 | $24,045,320 | $241,933,592 | XML |
| 990 | March 2023 | $25,177,959 | $21,731,830 | $228,547,267 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0346325).
Questions about HOMEWISE INC
- What is the EIN of HOMEWISE INC?
- The employer identification number (EIN) of HOMEWISE INC is 85-0346325.
- Is HOMEWISE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to HOMEWISE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOMEWISE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HOMEWISE INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOMEWISE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of HOMEWISE INC?
- The 990 for the year ended March 31, 2025 names DANIEL SLAVIN.
- Who are the officers and directors of HOMEWISE INC?
- The 990 for the year ended March 31, 2025 lists 22 people; 11 received compensation from the organization, the highest $274,079 (MICHAEL LOFTIN, CEO).
- How much revenue does HOMEWISE INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $54,360,945, expenses of $26,072,850 and total assets of $287,708,931 at year end.
Other nonprofits in SANTA FE
- ST VINCENT HOSPITAL EIN 85-0106941 · last filed 990 for 2025
- PRESBYTERIAN MEDICAL SERVICES EIN 85-0206810 · last filed 990 for 2025
- DEL NORTE CREDIT UNION EIN 85-0124035 · last filed 990 for 2024
- CREDIT UNIONS IN THE STATE OF NEW MEXICO EIN 85-6010733 · last filed 990 for 2024
- SOUTHWEST C A R E CENTER EIN 85-0397444 · last filed 990 for 2025
- SANTA FE INSTITUTE EIN 85-0325494 · last filed 990 for 2024
- THE SANTA FE OPERA EIN 85-0131810 · last filed 990 for 2025
- CARROLL PETRIE FOUNDATION EIN 13-3912203 · last filed 990-PF for 2024