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.
Public Charity
HOMEWISE INC
HOMEWISE INC is a nonprofit organization categorized as Public Charity based in SANTA FE, NM. Its most recent IRS filing (2025) reports revenue of $54.4M, expenses of $26.1M, total assets of $287.7M. Imperigo tracks 43 reported grant relationships connected to this organization totaling approximately $34.1M.
EIN: 850346325
SANTA FE, NM
Latest filing: 2025
Total Revenue$54.4M
Total Expenses$26.1M
Total Assets$287.7M
Grant Records43
Funding Total$34.1M
Filing Years2020–2025
Where $100 goes at Homewise Inc
How Homewise Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$78
Programs
the work itself
$18
Management
running the organization
$4
Fundraising
raising the next dollar
Inside the $78 for programs
$78
Homewise provides financial counseling, property development, home improvement loans, refinance loans, mortgage loan servicing, and real estate sales
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
COMMUNITY & HUMAN SERVICES
$25,000,000
GENERAL SUPPORT
$520,000
Facility development grant
$150,000
HOMEOWNERSHIP INITIATIVES
$100,000
GENERAL SUPPORT
$40,000
Showing up to 5 of 43 total records — full history available with membership.
Officers & Directors
BOARD MEMBER
Agnes Noonan
IT DIRECTOR
Alexander Carlsen
BOARD MEMBER
Alex Montano
TREASURER
Amanda Kocon
QUALIFYING BROKER
Ambrose Pena
BOARD MEMBER
Bianca Ortiz Wertheim
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $54.4M | $26.1M | $287.7M |
| 2024 | $30.5M | $24.0M | $241.9M |
| 2023 | $25.2M | $21.7M | $228.5M |
| 2021 | $34.4M | $21.1M | $177.3M |
| 2020 | $20.1M | $15.9M | $153.0M |
Between 2020 and 2025, reported annual revenue grew from $20.1M to $54.4M (+170%), with total assets most recently reported at $287.7M.
Interactive year-over-year charts and full filing details available with membership.