NonprofitsHomewise Inc

Homewise Inc

SANTA FE, NM

Total revenue

$30.5M

Total expenses

$24.0M

Net assets

$87.6M

Grants received

$36.4M

60 grants

EIN

850346325

Tax year

2023

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.

Financials

FY 2023

Revenue

Contributions & grants$10.3M
Program service revenue$19.9M
Investment income$250K
Other revenue
Total revenue$30.5M

Expenses

Grants paid
Salaries & benefits$11.4M
Fundraising$964K
Other expenses$12.6M
Total expenses$24.0M
Total assets$241.9M
Net assets$87.6M

People

24 listed

NameRoleCompensation

MICHAEL LOFTIN

CEO

Board

$274K

40 hrs/wk

DELORIS PAGE

CIO

Board

$199K

40 hrs/wk

KELLY O'DONNELL

CHIEF RESEARCH & POLICY OFFICER

Board

$175K

40 hrs/wk

RATHI CASEY

CHIEF CREATIVE OFFICER

Board

$170K

40 hrs/wk

ELENA GONZALES

COO

Board

$169K

40 hrs/wk

DANIEL SLAVIN

CFO

Board

$164K

40 hrs/wk

JOHANNA GILLIGAN

CHIEF EXTERNAL AFFAIRS OFFICER

Board

$161K

40 hrs/wk

SHELLE VANETTEN DE SANCHEZ

BOARD MEMBER

Board

1.5 hrs/wk

PAUL VOGEL

BOARD MEMBER

Board

1.5 hrs/wk

JOSUE OLIVARES

BOARD MEMBER

Board

1.5 hrs/wk

JADE RIVERA

BOARD MEMBER

Board

1.5 hrs/wk

DAVID DELGADO

BOARD MEMBER

Board

1.5 hrs/wk

ANDREW SPINGLER

BOARD MEMBER

Board

1.5 hrs/wk

AMANDA KOCON

BOARD MEMBER

Board

1.5 hrs/wk

AGNES NOONAN

BOARD MEMBER

Board

1.5 hrs/wk

MARISSA RUYLE

SECRETARY

Board

2.5 hrs/wk

JOSEPH KUNKEL

TREASURER

Board

2.5 hrs/wk

ANNE MESSBARGER-EQUIA

VICE-CHAIR

Board

2.5 hrs/wk

KATHERINE ULIBARRI

CHAIR

Board

5 hrs/wk

EUGENIO CHAVEZ REAL ESTATE

DEV. CONSTRUCTION DIRECTOR

Staff

$134K

40 hrs/wk

AMBROSE PENA

QUALIFYING BROKER

Staff

$128K

40 hrs/wk

SHERYL KASSETAS

LENDING OPERATIONS DIRECTOR

Staff

$127K

40 hrs/wk

JAIME JARAMILLO REAL ESTATE

DEVELOPMENT PLANNING DIRECTOR

Staff

$113K

40 hrs/wk

MICHELE ERENBERGER

SENIOR UNDERWRITER

Staff

$110K

40 hrs/wk

Independent contractors

TQM LLC

CONSTRUCTION

$4.4M

RICHARDSON & RICHARDSON INC

CONSTRUCTION

$4.0M

JP BUILDERS

CONSTRUCTION

$2.1M

LOPEZ LANDSCAPE AND CONSTRUCTION

CONSTRUCTION

$1.7M

RODRIGUEZ & SONS CONSTRUCTION LLC

CONSTRUCTION

$1.7M

Grants received

Showing 60 of 60

FromAmountPurposeYear
$25M
COMMUNITY & HUMAN SERVICES
2024
$400K
TECHNOLOGY & EQUIPMENT
2024
$150K
Facility development grant
2024
$100K
HOMEOWNERSHIP INITIATIVES
2024
$40K
GENERAL SUPPORT
2024
$35K
GENERAL OPERATING SUPPORT
2024
$30K
Provide general operating support
2024
$2K
LOW INCOME HOUSING ASSISTANCE
2024
$250K
CSV WORKFORCE HOUSING ASSISTANCE
2023
$60K
FUND COMMUNITY ACCESSIBILITY PROJECTS
2023
$40K
COMMON GROUND PROJECT - TO DEVELOP DIVERSE COALITIONS TO ADVOCATE FOR EDUCATION BEST PRACTICES
2023
$30K
PROVIDE GENERAL OPERATING SUPPORT
2023
$25K
GENERAL OPERATING SUPPORT (NEEDED CHILD-CARE CENTER IN THE BARELAS NEIGHBORHOOD)
2023
$13K
PROGRAM/OPERATING SUPPORT
2023
$12K
GRANTS
2023
$11K
GENERAL OPERATING SUPPORT
2023
$8K
UNLOCKING HOMEOWNERSHIP OPPORTUNITY THROUGH FINANCIAL EDUCATION
2023
$5K
REDUCE YOUR USE GRANTS
2023
$5K
Financial education programs
2023
$300K
CSV WORKFORCE HOUSING ASSISTANCE
2022
$90K
FUND COMMUNITY ACCESSIBILITY PROJECTS
2022
$43K
DONOR-ADVISED PASSTHROUGH
2022
$40K
BUILDING COMMON GROUND NEW MEXICO AS A COLLECTIVE FORCE FOR CHANGE
2022
$26K
GENERAL OPERATING SUPPORT
2022
$15K
PROGRAM/OPERATING SUPPORT
2022
$10K
AFFORDABLE HOUSING GRANTS
2022
$9K
FINANCIAL LITERACY EDUCATION AND HOMEBUYER COACHING
2022
$5K
FINANCIAL EDUCATION PROGRAMS
2022
$5K
COMMUNITY SERVICE TO LMI
2022
$1.8M
NEW MEXICO CHARTER SCHOOL FACILITY FUND
2021
$250K
CSV WORKFORCE HOUSING ASSISTANCE
2021
$150K
FINANCE JUSTICE FUND SUBGRANT
2021
$10K
AFFORDABLE HOUSING
2021
$5K
GRANT, PROGRAM SUPPORT, EDUCATION, FINANCIAL LITERACY TO SUPPORT AFFORDABLE AND SUSTAINABLE HOMEOWNERSHIP
2021
$5K
FINANCIAL EDUCATION PROGRAMS
2021
$1M
TO FURTHER RECIPIENT'S CHARITABLE PURPOSE
2020
$100K
RENEWABLE ENERGY EFFICIENT GRANT
2020
$84K
GENERAL OPERATING SUPPORT
2020
$20K
Financial Capability
2020
$15K
HOMEBUYER EDUCATION AND CLASSES
2020
$5K
FINANCIAL LITERACY EDUCATION TO HELP FAMILIES INCREASE FINANCIAL STABILITY
2020
$5K
AFFORDABLE HOUSING GRANTS
2020
$5K
REDUCE YOUR USE GRANTS
2020
$3K
FINANCIAL LITERACY
2020
$1.0M
Loan coversion to grant
2019
$400K
GRANT TO SUPPORT CSV ASSOCIATE DOWNPAYMENT ASSISTANCE AND HOUSING NAVIGATOR
2019
$30K
For grant recipient's exempt purposes
2019
$23K
Financial Capability
2019
$688K
EXPENDABLE GRANTS
2017
$10K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$36.4M from 28 funders · 60 grants · 2017–2024

Gs Donor Advised Philanthropy Fund

$25M · 1 grant · 2024

Neighborhood Reinvestment Corporation

$4.5M · 7 grants · 2017–2023

Daniels Fund

$1.8M · 1 grant · 2021

Anchorum St Vincent

$1.2M · 4 grants · 2019–2023

Christus Health

$1.0M · 1 grant · 2019

Kuhn Foundation

$1M · 1 grant · 2020

Fidelity Foundation

$400K · 1 grant · 2024

Opportunity Finance Network

$250K · 2 grants · 2020–2021

Details

EIN850346325
Subsection03
Ruling date1987-05
Formed1986
Employees141
Volunteers12
HOMEWISE INC — Mission, Financials & Grants Received | Grantivo