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 40 reported grant relationships connected to this organization totaling approximately $33.6M.

EIN: 850346325 SANTA FE, NM Latest filing: 2025
Total Revenue$54.4M
Total Expenses$26.1M
Total Assets$287.7M
Grant Records40
Funding Total$33.6M
Filing Years2020–2025

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.

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

COMMUNITY & HUMAN SERVICES
$25,000,000 1 grant
GENERAL SUPPORT
$2,527,950 5 grants
EXPENDABLE GRANTS
$1,315,100 2 grants
Loan coversion to grant
$1,005,322 1 grant
CSV WORKFORCE HOUSING ASSISTANCE
$800,000 3 grants

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.

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