Homewise Inc

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 850346325 ✦ Santa fe, NM ✦ Designated as a 501(c)(3)

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Overview

What is Homewise Inc?

Homewise Inc, located at 1301 Siler Road Building D in Santa Fe, New Mexico (87507), is a nonprofit organization dedicated to helping individuals and families enhance their long-term financial well-being and improve their quality of life. Through its various services, Homewise aims to create successful homeowners and strengthen neighborhoods. The organization offers financial counseling, manages government programs, provides low-interest fixed-rate mortgages, home improvement loans, refinance loans, mortgage loan servicing, and real estate sales. Homewise's mission is to provide essential resources and support, enabling individuals and families to build a stronger financial foundation and secure a brighter future. With a team of 159 employees, Homewise is committed to making a difference in the lives of the communities it serves.


Official website here: www.homewise.org

What are the reviews and ratings of this charity?

Rating from Charity Navigator: 89%, Three-Star out of Four Star rating.

Homewise Inc has received a solid rating of 89% from Charity Navigator, indicating strong accountability and financial health. The organization has excelled in governance with 100% independent board members and comprehensive oversight practices, which include robust policies for conflict of interest and whistleblowing. Their program expense ratio is impressive at 76.69%, reflecting a commitment to funding their mission effectively.

User feedback from platforms like Great Nonprofits highlights the effectiveness of Homewise's programs, particularly in aiding moderate-income families achieve homeownership. Reviewers commend the organization for its structured approach, which includes individualized counseling and educational classes in financial literacy. The recognition of their quality in building affordable houses further underscores their commitment to sustainable and community-focused solutions.

While Homewise has shown strong performance metrics, areas such as their liabilities to assets ratio at 64.48% suggest room for improvement in financial stability. Overall, the organization is well-regarded for its impact in the community and efficient use of resources, although potential donors might want to consider its financial leverage in the broader context of their support.


This AI summary has been generated from information found on Charity Navigator and Great Nonprofits.

What do the Facebook reviews say about Homewise Inc?

94% of 48 reviewers on Facebook recommend Homewise Inc. Here’s a look at what people are saying about their experiences:

Many individuals express satisfaction with the process of acquiring a home through Homewise, noting that while there can be initial stress regarding paperwork and documentation, successful navigation of these requirements leads to positive outcomes. However, a few reviewers highlighted the importance of thorough inspections and emphasized the need for caution when interpreting the results. Some mentioned regrettable oversights, such as not verifying the condition of the roof or obtaining detailed information about home repairs, which led to unexpected costs.

Overall, there's an optimistic sentiment towards Homewise as a helpful resource in achieving homeownership, yet potential buyers are encouraged to educate themselves and seek assistance to avoid pitfalls. The strong recommendation rate reflects a general appreciation for the services offered, even if there are lessons learned along the way.


This AI summary has been generated from reviews found on Facebook.

Is Homewise Inc legitimate?

Homewise Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Homewise Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $1,833,649
Professional Fundraising Fees: $38,665
Other Salaries and Wages: $7,781,325

For more financial information, click here


Official website here: www.homewise.org

What is the mission statement of Homewise Inc?

Homewise Inc is dedicated to helping individuals and families enhance their long-term financial stability and improve their quality of life by creating successful homeowners. Through various services, Homewise aims to strengthen neighborhoods and provide assistance in financial counseling, property development, government program administration, mortgages, home improvement loans, refinance loans, mortgage loan servicing, and real estate sales.


Official website here: www.homewise.org

Who is the CEO of Homewise Inc?

Michael Loftin is the Chair of Homewise Inc. The CEO's salary of Homewise Inc is $293,809 and their total compensation is $326,313.


Official website here: www.homewise.org

What is the revenue of Homewise Inc?

Homewise Inc's revenue in 2023 was $25,177,959.


Official website here: www.homewise.org

Who are the executives of Homewise Inc and what are their salaries?

The average compensation at Homewise Inc during 2023 was $60,472. There are 159 employees and 13 volunteers at Homewise Inc.


Here are 27 key members and their salaries (Homewise Inc's CEO's salary is $293,809 and their total compensation is $326,313):


Katherine Ulibarri (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Anne Messbarger-Equia (Vice-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joseph Kunkel (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marissa Ruyle (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erika Campos (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shelle Vanetten De Sanchez (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Agnes Noonan (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Paul Vogel (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jade Rivera (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Josue Olivares (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Amanda Kocon (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Spingler (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Delgado (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Loftin (Ceo)
  • Compensation: $293,809
  • Related: $0
  • Other: $32,504
Daniel Slavin Chief Real (Estate Dev. Officer And Deputy Cfo)
  • Compensation: $174,622
  • Related: $0
  • Other: $26,429
Elena Gonzales (Coo)
  • Compensation: $164,328
  • Related: $0
  • Other: $18,329
Johanna Gilligan (Chief External Affairs Officer)
  • Compensation: $147,369
  • Related: $0
  • Other: $26,789
Kelly O'Donnell (Chief Research & Policy Officer)
  • Compensation: $175,986
  • Related: $0
  • Other: $13,039
Clarence Simmons (Cfo (Thru 03/31/23))
  • Compensation: $194,834
  • Related: $0
  • Other: $27,272
Laura Altomare (President (Thru 12/16/22))
  • Compensation: $213,507
  • Related: $0
  • Other: $29,534
Jill Cook (Coo (Thru 07/29/22))
  • Compensation: $144,295
  • Related: $0
  • Other: $10,589
Lina Page (Senior Dir, Comms. (Thru 12/31/22))
  • Compensation: $126,550
  • Related: $0
  • Other: $0
Eugenio Chavez Real Estate (Dev. Construction Director)
  • Compensation: $130,239
  • Related: $0
  • Other: $16,169
Gloria Chavez (Real Estate Sales Manager)
  • Compensation: $110,623
  • Related: $0
  • Other: $17,548
Aaron Fowler (Qualifying Broker (Thru 03/16/23))
  • Compensation: $134,762
  • Related: $0
  • Other: $18,656
Sheryl Kassetas (Lending Operations Director)
  • Compensation: $117,609
  • Related: $0
  • Other: $24,734
Ambrose Pena (Qualifying Broker)
  • Compensation: $134,999
  • Related: $0
  • Other: $26,261


Official website here: www.homewise.org

Where can I find the form 990 for Homewise Inc?

Homewise Inc's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.homewise.org

Learn more at the official website: www.homewise.org

Mission Statement of Homewise Inc

Homewise Inc, a mission-driven organization, is dedicated to helping individuals and families create successful homeownership and strengthen their communities. This nonprofit seeks to enhance the long-term financial well-being and quality of life for its clients by offering a diverse range of services.

Through financial counseling, Homewise Inc empowers its clients to make informed decisions about their money and homeownership goals. The team at Homewise goes beyond traditional financial advice, guiding their clients through various aspects of homeownership, from understanding the homebuying process to developing sustainable budgets.

Homewise Inc also engages in property development, administering government programs, and providing affordable financing options. With low-interest fixed-rate mortgages, home improvement loans, and refinance loans, Homewise ensures that homeownership is an achievable and sustainable goal for its clients. Moreover, the organization offers mortgage loan servicing and real estate sales to help families navigate the complex world of homeownership from start to finish.

By providing these vital services, Homewise Inc not only helps individuals and families achieve the dream of homeownership but also strengthens neighborhoods. Ultimately, Homewise's mission is to create thriving communities where residents have the tools and resources they need to improve their lives and build a secure financial future.

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Impact




October, 2024

Homewise Inc significantly impacts individuals and families by fostering successful homeownership and enhancing neighborhood vitality. Through a comprehensive suite of services, including financial counseling, low-interest fixed-rate mortgages, and home improvement loans, Homewise empowers clients to make informed decisions that lead to improved financial stability and quality of life.

By offering tailored programs and professional guidance, Homewise not only helps clients navigate the complexities of home buying and ownership but also promotes long-term financial health. The organization’s efforts in property development and government program administration further strengthen local communities, creating a ripple effect that enhances neighborhood stability.

With a strong presence in Santa Fe, NM, Homewise plays a crucial role in transforming the housing landscape. By facilitating homeownership and supporting sustainable living conditions, the organization contributes to the overall economic well-being of its community, ensuring that individuals and families can thrive in a supportive environment.




This information is meant to be a general summary of Homewise Inc. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$25,177,959 (2023)
Expenses
$21,731,830 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $60,533
  • Program Service Revenue: $19,194,821
  • Gross Receipts: $25,400,817

Assets and Liabilities:

  • Total Assets: $228,547,267
  • Total Liabilities: $147,391,387
  • Net Assets: $81,155,880

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

LOAN INTEREST AND SERVICING

Revenue

$6,905,274

HOME SALES, NET

Revenue

$6,727,535

ORIGINATION FEES

Revenue

$2,299,962

COMMISSIONS

Revenue

$2,141,659

MORTGAGE SERVICING RIGHTS

Revenue

$756,111

Organization Details

Founding Year

1986

Principal Officer

Michael Loftin

Main Address

1301 SILER ROAD BUILDING D, SANTA FE, NM, 87507

NTEE Category

Code: L80 - Housing

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