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Employer Identification Number 85-0346325

HOMEWISE, INC. is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:HOMEWISE, INC.
Employer identification number (EIN):85-0346325
EIN Issuing AuthorityPhiladelphia, PA
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration HOMEWISE, INC. 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO HELP CREATE SUCCESSFUL HOMEOWNERS SO THAT THEY IMPROVE THEIR FINANCIAL WELLBEING AND CONTRIBUTE TO THE VITALITY OF OUR COMMUNITIES.
Number of Employees84
Number of Volunteers9
Year Formed1986

Organization Governance

Legal DomicileNM
Voting Members - Governing Body9
Voting Members - Independent8

Organization Financials

2025-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 19,945,577
Program Service Revenue from current yearUSD $ 19,885,980
Investment Income from prior yearUSD $ 249,985
Investment Income from current yearUSD $ 671,186
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 1,520,988
Gross receipts from all sourcesUSD $ 54,395,794
Net assets / fund balances at end of fiscal yearUSD $ 115,898,238
Net assets / fund balances at beginning of fiscal yearUSD $ 87,608,427
Total liabilities at end of fiscal yearUSD $ 171,810,693
Total liabilities at beginning of fiscal yearUSD $ 154,325,165
Total assets at end of fiscal yearUSD $ 287,708,931
Total assets at beginning of fiscal yearUSD $ 241,933,592
Revenues less expenses for current yearUSD $ 28,288,095
Revenues less expenses for previous yearUSD $ 6,446,594
Total expenses for current yearUSD $ 26,072,850
Total expenses for previous yearUSD $ 24,045,320
Other expenses in current yearUSD $ 14,612,102
Other expenses in previous yearUSD $ 12,620,207
Total fundraising expenses in current yearUSD $ 1,371,877
Professional fundraising fees from current yearUSD $ 47,000
Professional fundraising fees from previous yearUSD $ 46,814
Employee salary and benefits paid in current yearUSD $ 11,413,748
Employee salary and benefits paid in previous yearUSD $ 11,378,299
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 54,360,945
Total revenue in previous fiscal yearUSD $ 30,491,914
Contributions and grants from current yearUSD $ 32,282,791
Contributions and grants from previous yearUSD $ 10,296,352
Total of other revenueUSD $ 1,520,988
2024-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 19,194,821
Program Service Revenue from current yearUSD $ 19,945,577
Investment Income from prior yearUSD $ 60,533
Investment Income from current yearUSD $ 249,985
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 30,845,036
Net assets / fund balances at end of fiscal yearUSD $ 87,608,427
Net assets / fund balances at beginning of fiscal yearUSD $ 81,155,880
Total liabilities at end of fiscal yearUSD $ 154,325,165
Total liabilities at beginning of fiscal yearUSD $ 147,391,387
Total assets at end of fiscal yearUSD $ 241,933,592
Total assets at beginning of fiscal yearUSD $ 228,547,267
Revenues less expenses for current yearUSD $ 6,446,594
Revenues less expenses for previous yearUSD $ 3,446,129
Total expenses for current yearUSD $ 24,045,320
Total expenses for previous yearUSD $ 21,731,830
Other expenses in current yearUSD $ 12,620,207
Other expenses in previous yearUSD $ 10,048,800
Total fundraising expenses in current yearUSD $ 963,826
Professional fundraising fees from current yearUSD $ 46,814
Professional fundraising fees from previous yearUSD $ 38,665
Employee salary and benefits paid in current yearUSD $ 11,378,299
Employee salary and benefits paid in previous yearUSD $ 11,642,627
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 1,738
Total revenue in current fiscal yearUSD $ 30,491,914
Total revenue in previous fiscal yearUSD $ 25,177,959
Contributions and grants from current yearUSD $ 10,296,352
Contributions and grants from previous yearUSD $ 5,922,605
2023-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 20,350,878
Program Service Revenue from current yearUSD $ 19,194,821
Investment Income from prior yearUSD $ 87,813
Investment Income from current yearUSD $ 60,533
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 25,400,817
Net assets / fund balances at end of fiscal yearUSD $ 81,155,880
Net assets / fund balances at beginning of fiscal yearUSD $ 77,712,194
Total liabilities at end of fiscal yearUSD $ 147,391,387
Total liabilities at beginning of fiscal yearUSD $ 130,467,756
Total assets at end of fiscal yearUSD $ 228,547,267
Total assets at beginning of fiscal yearUSD $ 208,179,950
Revenues less expenses for current yearUSD $ 3,446,129
Revenues less expenses for previous yearUSD $ 6,967,458
Total expenses for current yearUSD $ 21,731,830
Total expenses for previous yearUSD $ 20,763,471
Other expenses in current yearUSD $ 10,048,800
Other expenses in previous yearUSD $ 9,032,741
Total fundraising expenses in current yearUSD $ 955,440
Professional fundraising fees from current yearUSD $ 38,665
Professional fundraising fees from previous yearUSD $ 45,199
Employee salary and benefits paid in current yearUSD $ 11,642,627
Employee salary and benefits paid in previous yearUSD $ 11,470,325
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 1,738
Grants and similar amounts paid in previous yearUSD $ 215,206
Total revenue in current fiscal yearUSD $ 25,177,959
Total revenue in previous fiscal yearUSD $ 27,730,929
Contributions and grants from current yearUSD $ 5,922,605
Contributions and grants from previous yearUSD $ 7,292,238
2022-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 24,242,356
Program Service Revenue from current yearUSD $ 20,350,878
Investment Income from prior yearUSD $ 10,682
Investment Income from current yearUSD $ 87,813
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 28,328,953
Net assets / fund balances at end of fiscal yearUSD $ 77,712,194
Net assets / fund balances at beginning of fiscal yearUSD $ 70,744,736
Total liabilities at end of fiscal yearUSD $ 130,467,756
Total liabilities at beginning of fiscal yearUSD $ 106,589,779
Total assets at end of fiscal yearUSD $ 208,179,950
Total assets at beginning of fiscal yearUSD $ 177,334,515
Revenues less expenses for current yearUSD $ 6,967,458
Revenues less expenses for previous yearUSD $ 13,298,002
Total expenses for current yearUSD $ 20,763,471
Total expenses for previous yearUSD $ 21,056,001
Other expenses in current yearUSD $ 9,032,741
Other expenses in previous yearUSD $ 10,583,863
Total fundraising expenses in current yearUSD $ 716,025
Professional fundraising fees from current yearUSD $ 45,199
Professional fundraising fees from previous yearUSD $ 27,008
Employee salary and benefits paid in current yearUSD $ 11,470,325
Employee salary and benefits paid in previous yearUSD $ 10,027,387
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 215,206
Grants and similar amounts paid in previous yearUSD $ 417,743
Total revenue in current fiscal yearUSD $ 27,730,929
Total revenue in previous fiscal yearUSD $ 34,354,003
Contributions and grants from current yearUSD $ 7,292,238
Contributions and grants from previous yearUSD $ 10,100,965
2021-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 14,211,383
Program Service Revenue from current yearUSD $ 24,242,356
Investment Income from prior yearUSD $ -48,405
Investment Income from current yearUSD $ 10,682
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 35,429,603
Net assets / fund balances at end of fiscal yearUSD $ 70,744,736
Net assets / fund balances at beginning of fiscal yearUSD $ 57,446,734
Total liabilities at end of fiscal yearUSD $ 106,589,779
Total liabilities at beginning of fiscal yearUSD $ 95,542,105
Total assets at end of fiscal yearUSD $ 177,334,515
Total assets at beginning of fiscal yearUSD $ 152,988,839
Revenues less expenses for current yearUSD $ 13,298,002
Revenues less expenses for previous yearUSD $ 4,206,274
Total expenses for current yearUSD $ 21,056,001
Total expenses for previous yearUSD $ 15,940,209
Other expenses in current yearUSD $ 10,583,863
Other expenses in previous yearUSD $ 8,166,288
Total fundraising expenses in current yearUSD $ 668,811
Professional fundraising fees from current yearUSD $ 27,008
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 10,027,387
Employee salary and benefits paid in previous yearUSD $ 7,773,921
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 417,743
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 34,354,003
Total revenue in previous fiscal yearUSD $ 20,146,483
Contributions and grants from current yearUSD $ 10,100,965
Contributions and grants from previous yearUSD $ 5,983,505
2020-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 13,360,331
Program Service Revenue from current yearUSD $ 14,211,383
Investment Income from prior yearUSD $ 143,034
Investment Income from current yearUSD $ -48,405
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 21,857,784
Net assets / fund balances at end of fiscal yearUSD $ 57,446,734
Net assets / fund balances at beginning of fiscal yearUSD $ 52,839,022
Total liabilities at end of fiscal yearUSD $ 95,542,105
Total liabilities at beginning of fiscal yearUSD $ 89,419,785
Total assets at end of fiscal yearUSD $ 152,988,839
Total assets at beginning of fiscal yearUSD $ 142,258,807
Revenues less expenses for current yearUSD $ 4,206,274
Revenues less expenses for previous yearUSD $ 5,055,249
Total expenses for current yearUSD $ 15,940,209
Total expenses for previous yearUSD $ 17,301,271
Other expenses in current yearUSD $ 8,166,288
Other expenses in previous yearUSD $ 9,745,641
Total fundraising expenses in current yearUSD $ 276,226
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 7,773,921
Employee salary and benefits paid in previous yearUSD $ 7,555,630
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 20,146,483
Total revenue in previous fiscal yearUSD $ 22,356,520
Contributions and grants from current yearUSD $ 5,983,505
Contributions and grants from previous yearUSD $ 8,853,155
2019-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 13,563,446
Program Service Revenue from current yearUSD $ 13,360,331
Investment Income from prior yearUSD $ 8,008
Investment Income from current yearUSD $ 143,034
Other Revenue from prior yearUSD $ -39,594
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 22,378,161
Net assets / fund balances at end of fiscal yearUSD $ 52,839,022
Net assets / fund balances at beginning of fiscal yearUSD $ 47,783,773
Total liabilities at end of fiscal yearUSD $ 89,419,785
Total liabilities at beginning of fiscal yearUSD $ 66,097,654
Total assets at end of fiscal yearUSD $ 142,258,807
Total assets at beginning of fiscal yearUSD $ 113,881,427
Revenues less expenses for current yearUSD $ 5,055,249
Revenues less expenses for previous yearUSD $ 5,726,984
Total expenses for current yearUSD $ 17,301,271
Total expenses for previous yearUSD $ 12,375,782
Other expenses in current yearUSD $ 9,745,641
Other expenses in previous yearUSD $ 6,223,484
Total fundraising expenses in current yearUSD $ 293,278
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 7,555,630
Employee salary and benefits paid in previous yearUSD $ 6,152,298
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 22,356,520
Total revenue in previous fiscal yearUSD $ 18,102,766
Contributions and grants from current yearUSD $ 8,853,155
Contributions and grants from previous yearUSD $ 4,570,906
2018-03-31
Total unrelated business incomeUSD $ -39,594
Net unrelated business incomeUSD $ -39,594
Program Service Revenue from prior yearUSD $ 10,319,912
Program Service Revenue from current yearUSD $ 13,563,446
Investment Income from prior yearUSD $ 42,513
Investment Income from current yearUSD $ 8,008
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ -39,594
Gross receipts from all sourcesUSD $ 18,289,681
Net assets / fund balances at end of fiscal yearUSD $ 47,783,773
Net assets / fund balances at beginning of fiscal yearUSD $ 42,056,789
Total liabilities at end of fiscal yearUSD $ 66,097,654
Total liabilities at beginning of fiscal yearUSD $ 56,650,669
Total assets at end of fiscal yearUSD $ 113,881,427
Total assets at beginning of fiscal yearUSD $ 98,707,458
Revenues less expenses for current yearUSD $ 5,726,984
Revenues less expenses for previous yearUSD $ 3,062,276
Total expenses for current yearUSD $ 12,375,782
Total expenses for previous yearUSD $ 10,050,008
Other expenses in current yearUSD $ 6,223,484
Other expenses in previous yearUSD $ 4,478,376
Total fundraising expenses in current yearUSD $ 549,313
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 6,152,298
Employee salary and benefits paid in previous yearUSD $ 5,571,632
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 18,102,766
Total revenue in previous fiscal yearUSD $ 13,112,284
Contributions and grants from current yearUSD $ 4,570,906
Contributions and grants from previous yearUSD $ 2,749,859
2017-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 8,516,189
Program Service Revenue from current yearUSD $ 10,319,912
Investment Income from prior yearUSD $ -44,549
Investment Income from current yearUSD $ 42,513
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 13,559,397
Net assets / fund balances at end of fiscal yearUSD $ 42,056,789
Net assets / fund balances at beginning of fiscal yearUSD $ 38,994,513
Total liabilities at end of fiscal yearUSD $ 56,650,669
Total liabilities at beginning of fiscal yearUSD $ 52,289,516
Total assets at end of fiscal yearUSD $ 98,707,458
Total assets at beginning of fiscal yearUSD $ 91,284,029
Revenues less expenses for current yearUSD $ 3,062,276
Revenues less expenses for previous yearUSD $ 1,010,496
Total expenses for current yearUSD $ 10,050,008
Total expenses for previous yearUSD $ 9,200,907
Other expenses in current yearUSD $ 4,478,376
Other expenses in previous yearUSD $ 4,283,321
Total fundraising expenses in current yearUSD $ 455,018
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 5,571,632
Employee salary and benefits paid in previous yearUSD $ 4,917,586
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 13,112,284
Total revenue in previous fiscal yearUSD $ 10,211,403
Contributions and grants from current yearUSD $ 2,749,859
Contributions and grants from previous yearUSD $ 1,739,763
2016-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 5,997,665
Program Service Revenue from current yearUSD $ 8,516,189
Investment Income from prior yearUSD $ -11,848
Investment Income from current yearUSD $ -44,549
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 10,596,890
Net assets / fund balances at end of fiscal yearUSD $ 38,994,513
Net assets / fund balances at beginning of fiscal yearUSD $ 38,034,762
Total liabilities at end of fiscal yearUSD $ 52,289,516
Total liabilities at beginning of fiscal yearUSD $ 50,346,463
Total assets at end of fiscal yearUSD $ 91,284,029
Total assets at beginning of fiscal yearUSD $ 88,381,225
Revenues less expenses for current yearUSD $ 1,010,496
Revenues less expenses for previous yearUSD $ 1,921,115
Total expenses for current yearUSD $ 9,200,907
Total expenses for previous yearUSD $ 7,251,307
Other expenses in current yearUSD $ 4,283,321
Other expenses in previous yearUSD $ 3,096,504
Total fundraising expenses in current yearUSD $ 349,207
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,917,586
Employee salary and benefits paid in previous yearUSD $ 4,154,803
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,211,403
Total revenue in previous fiscal yearUSD $ 9,172,422
Contributions and grants from current yearUSD $ 1,739,763
Contributions and grants from previous yearUSD $ 3,186,605

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 850346325

USA Location Address
1301 SILER RD STE D
SANTA FE
NM
875073540
Date first seen: 2012-03-05
Date last seen: 2021-04-29
USA Mailing Address
1301 SILER RD BUILDING D
SANTA FE
NM
87507
Date first seen: 2007-01-01
Date last seen: 2025-12-31
USA Mailing Address
1301 SILER RD
SUITE D
SANTA FE
NM
875073540
Date first seen: 2025-07-30
Date last seen: 2026-02-24
USA Mailing Address
1301 SILER ROAD, SUITE D
SANTA FE
NM
87507
Date first seen: 2007-01-01
Date last seen: 2026-10-02
USA Mailing Address
1301 SILER RD
SUITE D
SANTA FE
NM
87507
Date first seen: 2007-01-01
Date last seen: 2026-10-02

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The following companies are located in the same ZIP code areas:

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