Overview

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Est.

1986

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

HOMEWISE INC is a nonprofit focused on helping create successful homeowners and strengthen neighborhoods so individuals and families can improve their long-term financial well-being and quality of life. In filing year 2025, it reported an operating budget of $26.1M and total revenue of $54.4M, with major funding from NEIGHBORHOOD REINVESTMENT CORPORATION, DANIELS FUND, and ANCHORUM ST VINCENT.

Mission Statement

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.
Revenues
$54.4M
Expenses
$26.1M
Net Income:
+$28.3M
Assets
$287.7M
Liabilities
$171.8M
Net Assets:
+$115.9M
Operating Budget
$26.1M
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
15
Median grant size
$40K
Largest grant received
$25M
M
Michael Loftin
Board Member
D
Daniel Slavin
Board Member
S
Shanti Long
Board Member
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  • 31 funders
  • 77 board & team members
  • 12 historic 990s & financials
  • 6-year operating budget trend
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Frequently Asked Questions

What is HOMEWISE INC’s budget?
In 2025, HOMEWISE INC reported an annual operating budget of around $26.1 million. More detailed financial information is available to registered users.
Where does HOMEWISE INC operate?
HOMEWISE INC is headquartered in Santa Fe, NM.
Who funded HOMEWISE INC recently?
In 2024, HOMEWISE INC received grants from GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC, NEIGHBORHOOD REINVESTMENT CORPORATION, and FIDELITY FOUNDATION. More information on this organization’s funders is available to registered users.
What is the largest grant HOMEWISE INC received in 2024?
The largest grant to HOMEWISE INC in 2024 exceeds $25 million.
What is HOMEWISE INC’s reliance on government grants?
HOMEWISE INC relied on government grants for more than 5% of their total revenue in 2025.