Civic Intelligence

Homewise Inc.

990 • Fiscal year 2016 • EIN 85-0346325

Apr 01, 2015 to Mar 31, 2016 • Filed on Aug 22, 2016

Organization ProfileWWW.HOMEWISE.ORG

View Organization Page

1301 Siler Rd Building DSanta Fe, NM 87507

(505) 983-9473

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.57x

Higher debt load relative to assets than 73% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

5.12x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

72nd percentile

9.9%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$219,233

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

11%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$91,284,029

Up $2,902,804 (+3.3%) from 2015

Net Assets

Up

$38,994,513

Up $959,751 (+2.5%) from 2015

Liabilities

Up

$52,289,516

Up $1,943,053 (+3.9%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin72nd percentile

Revenue

Up

$10,211,403

Up $1,038,981 (+11%) from 2015

Expenses

Up

$9,200,907

Up $1,949,600 (+27%) from 2015

Net Income

Down

$1,010,496

Down $910,619 (-47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $51,046,854Liabilities 2011: $23,983,571Net Assets 2011: $27,063,2832011Assets 2012: $52,481,334Liabilities 2012: $24,012,616Net Assets 2012: $28,468,7182012Assets 2013: $64,639,204Liabilities 2013: $31,093,986Net Assets 2013: $33,545,2182013Assets 2014: $74,166,526Liabilities 2014: $38,002,134Net Assets 2014: $36,164,3922014Assets 2015: $88,381,225Liabilities 2015: $50,346,463Net Assets 2015: $38,034,7622015Assets 2016: $91,284,029Liabilities 2016: $52,289,516Net Assets 2016: $38,994,5132016Assets 2017: $98,707,458Liabilities 2017: $56,650,669Net Assets 2017: $42,056,7892017Assets 2018: $113,881,427Liabilities 2018: $66,097,654Net Assets 2018: $47,783,7732018Assets 2019: $142,258,807Liabilities 2019: $89,419,785Net Assets 2019: $52,839,0222019Assets 2020: $152,988,839Liabilities 2020: $95,542,105Net Assets 2020: $57,446,7342020Assets 2021: $177,334,515Liabilities 2021: $106,589,779Net Assets 2021: $70,744,7362021Assets 2022: $208,179,950Liabilities 2022: $130,467,756Net Assets 2022: $77,712,1942022Assets 2023: $228,547,267Liabilities 2023: $147,391,387Net Assets 2023: $81,155,8802023Assets 2024: $241,933,592Liabilities 2024: $154,325,165Net Assets 2024: $87,608,4272024Assets 2025: $287,708,931Liabilities 2025: $171,810,693Net Assets 2025: $115,898,2382025

Highlighted filing

2016

Assets$91,284,029
Liabilities$52,289,516
Net Assets$38,994,513
Open 2016 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2011: $5,496,8152011Expenses 2012: $5,860,4942012Expenses 2013: $5,901,9282013Revenue 2014: $9,269,664Expenses 2014: $6,650,490Net Income 2014: $2,619,1742014Revenue 2015: $9,172,422Expenses 2015: $7,251,307Net Income 2015: $1,921,1152015Revenue 2016: $10,211,403Expenses 2016: $9,200,907Net Income 2016: $1,010,4962016Revenue 2017: $13,112,284Expenses 2017: $10,050,008Net Income 2017: $3,062,2762017Revenue 2018: $18,102,766Expenses 2018: $12,375,782Net Income 2018: $5,726,9842018Revenue 2019: $22,356,520Expenses 2019: $17,301,271Net Income 2019: $5,055,2492019Revenue 2020: $20,146,483Expenses 2020: $15,940,209Net Income 2020: $4,206,2742020Revenue 2021: $34,354,003Expenses 2021: $21,056,001Net Income 2021: $13,298,0022021Revenue 2022: $27,730,929Expenses 2022: $20,763,471Net Income 2022: $6,967,4582022Revenue 2023: $25,177,959Expenses 2023: $21,731,830Net Income 2023: $3,446,1292023Revenue 2024: $30,491,914Expenses 2024: $24,045,320Net Income 2024: $6,446,5942024Revenue 2025: $54,360,945Expenses 2025: $26,072,850Net Income 2025: $28,288,0952025

Highlighted filing

2016

Revenue$10,211,403
Expenses$9,200,907
Net Income$1,010,496
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Aug 22, 2016
Return Version
2015v2.1
Gross Receipts
$10,596,890
Mission and Program Overview

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.

To help create successful homeowners so that they improve their financial wellbeing and contribute to the vitality of our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$58,986,658$65,618,333▲ $6,631,675
Cash and Non-Interest-Bearing Accounts$5,267,195$3,985,917▼ $1,281,278
Land, Buildings, and Equipment, Net$2,589,739$2,451,054▼ $138,685
Savings and Temporary Cash Investments$1,451,933$1,967,674▲ $515,741
Accounts Receivable$1,783,662$567,936▼ $1,215,726
Prepaid Expenses and Deferred Charges$530,121$255,466▼ $274,655
Pledges and Grants Receivable$144,876$72,000▼ $72,876
Inventories for Sale or Use$7,120$39,990▲ $32,870
Investments Other Securities$36,000$0▼ $36,000
Total Assets$88,381,225$91,284,029▲ $2,902,804
Other Assets Total$17,583,921$16,325,659▼ $1,258,262
Liabilities
Mortgage Notes Payable Secured by Investment Property$36,139,279$37,674,538▲ $1,535,259
Unsecured Notes Loans Payable$8,526,597$6,915,000▼ $1,611,597
Accounts Payable and Accrued Expenses$1,239,908$3,190,751▲ $1,950,843
Other Liabilities$3,256,004$2,898,802▼ $357,202
Escrow Account Liability$1,102,928$1,524,757▲ $421,829
Deferred Revenue$81,747$85,668▲ $3,921
Total Liabilities$50,346,463$52,289,516▲ $1,943,053
Net Assets / Fund Balance
Unrestricted Net Assets$27,074,577$27,662,413▲ $587,836
Temporarily Rstr Net Assets$7,871,556$8,273,975▲ $402,419
Permanently Rstr Net Assets$3,088,629$3,058,125▼ $30,504
Total Net Assets Fund Balance$38,034,762$38,994,513▲ $959,751
Total Liabilities and Net Assets / Fund Balance$88,381,225$91,284,029▲ $2,902,804

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,329,353$659,875$1,989,228
Equipment$177,478$1,523,256$1,700,734
Land$935,100-$935,100
Leasehold Improvements$9,123-$9,123
Other Assets Org$8,500--
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael LoftinCEOFT$188,652$30,581$219,233
Jill CookPrior COOFT$168,023$11,800$179,823
Robert GibbsPrior Director of DevelopmentFT$128,493$24,059$152,552
Mark VanderlindenChief Lending OfficerFT$121,295$21,290$142,585
Elizabeth DerringerPrior Chief Investment OfficerFT$125,685$15,817$141,502
Bruce MillerInterim CFOFT$64,880$10,315$75,195
Lisa WilsonCFOFT$42,960$1,313$44,273

Board Members and Trustees

NameTitle
Teresa Leger De FernandezBoard Chair
Andy SpinglerVice Chair
Anne Messbarger-equiaBoard Member
David DelgadoBoard Member
Debra WalshBoard Member
Frank MathewBoard Member
Martha AcostaBoard Member
Erika CamposSecretary
David HofmannTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Platinum Sky Construction INCConstruction56 JOHNSON MESA, Santa Fe, NM 87508$7,811,551
Blueline Construction INCConstruction20 REATA RD, Santa Fe, NM 87507$793,293
Lopez Landscaping & TreesLandscape Svcs51 SUNRISE RD, Santa Fe, NM 87507$206,090
Springhouse LLCHouse AppraisalsPO BOX 105091, Atlanta, GA 30348$137,489
Corelogic Credco LLCCredit Reports10277 SCRIPPS RANCH BLVD, San Diego, CA 92131$117,070
Revenue and Support

Revenue Composition

Contributions and Grants
$1,739,763
Program Service Revenue
$8,516,189
Investment Income
$-44,549
Other Revenue
$0
All Other Contributions
$666,018
Change in Net Assets
$1,010,496

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,160,658
Revenue Not Reported on Financial Statements
$50,745
Revenue Not Reported on Form 990
$12,830,846
Other Revenue Adjustments
$50,745
Total Revenue per Audited Statements
$22,991,504
Total Revenue per Form 990
$10,211,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,917,586
Other Expenses$4,283,321
Total Fundraising Expense$349,207
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,409,979$814,640$169,717$3,394,336
Interest$1,623,559--$1,623,559
Current Officers, Directors, Trustees, and Key Employees$368,153$124,446$25,926$518,525
Other Employee Benefits$321,287$108,604$22,626$452,517
Depreciation Depletion$337,724$51,415$10,711$399,850
Payroll Taxes$274,481$92,782$19,329$386,592
Fees for Services Other$199,760$15,184$14,068$229,012
Occupancy$146,744$49,603$10,334$206,681
Advertising$141,690$47,895$9,978$199,563
Pension Plan Contributions$117,587$39,748$8,281$165,616
Fees for Services Legal$104,024$35,163$7,326$146,513
Insurance$98,104$33,162$6,909$138,175
Office Expenses$96,588$32,650$6,802$136,040
Information Technology$95,889$32,413$6,753$135,055
Travel$80,394$27,175$5,662$113,231
Fees for Services Accounting-$52,341-$52,341
Other Expenses$30,668$10,367$2,159$43,194
Conferences and Meetings$24,898$8,416$1,753$35,067
All Other Expenses$-176,078--$-176,078
Total Functional Expenses$7,175,505$1,676,195$349,207$9,200,907

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,031,753
Expenses Not Reported on Form 990$12,830,846
Expenses per Audited Statements$9,200,907
Total Expenses per Form 990$9,200,907
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board Member, David Delgado, Is President of Svh SupportTHE ORGANIZATION HAS A LOAN WITH SVH SUPPORT -INTEREST RATE 2.5%, COLLATERALIZED BY MORTGAGES, 20-YEAR LOAN.No$2,000,000
-Board Member, David Delgado, Is Also on the Board of CsvrmcCsvrmc Donated to the Organization to Fund a Csvrmc Employee Affordable Housing Program.No$100,000
Andrew SpringlerBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$60,000
David DelgadoBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 1.25%.No$25,000
Ann LockhartFormer Board MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 3.5%.No$10,345
Teresa LegerBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,255
Debra WalshBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,101
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Community Investment Notes$1,867,521
Due to Grantor Agency$1,031,281
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“After the return is prepared by an independent accounting firm, the cfo reviews a copy of the draft form 990 for completeness and accuracy then sends it to the finance committee for review. The form 990 is then presented to the board. The governing board reviews and then approves the final copy at which point the tax return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The officers, directors and key employees are required to review the conflict of interest agreement annually. They must document any conflict and sign a conflict of interest statement annually. If a conflict arises in regard to a board member, that member is not allowed to vote on the transaction.”

Form 990, Part VI, Section B, Line 15A

“The board of directors approves the compensation of the chief executive officer. This process includes the use of outside consultants with comparability data for a similarly qualified person in a comparable position at similar organizations. All deliberations and decisions are documented. The ceo establishes the compensation of other officers and key employees, subject to the review of the board of directors”

Form 990, Part VI, Section C, Line 19

“The form 990, governing documents, conflict of interest policy and financial statements are available to the public upon request. Also, the organization's financial information and form 990 are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Homewise Inc
EIN
85-0346325
Phone
5059839473
Address
1301 SILER RD BUILDING D, SANTA FE, NM 87507

Signing Officer

Name
Michael Loftin CEO
Title
CEO
Phone
5059839473
Signed
2016-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Loftin
Formed
1986
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
8
Employees
78
Volunteers
9

Preparer

Firm
Ricci & Company LLC
Address
6200 UPTOWN BLVD NE STE 400, ALBUQUERQUE, NM 87110
Preparer
John Grisham
Phone
5053380800
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Bad debt, net of recoveries : program service expenses -176,078. Management and general expenses 0. Fundraising expenses 0. Total expenses -176,078.”

FORM 990, PART XI, LINE 9:

“Recognition in current year of prior year unrealized loss -50,745.”

FORM 990, PART XII, LINE 2C:

“The auditor selection process and audit oversight process did not change from the prior year.”

Financial Statement Notes

PART IV, LINE 1B:

“The custodial account is maintained on behalf of the customers for which the organization handles the escrow. Monies are received and held on the customers' behalf to be disbursed at a future date to pay their property taxes and home insurance.”

PART IV, LINE 2B:

“The escrows are balanced monthly and the accounts are analyzed annually. Any overages are sent to the customer. Any shortages are covered by increasing the customer's escrow payments.”

PART X, LINE 2:

“The organization is a tax-exempt organization and is not subject to federal or state income taxes, except unrelated business income, in accordance with section 501(c)(3) of the internal revenue code. Unrelated business income tax, if any, is insignificant and no tax provision has been made in the accompanying financial statements. The organization adopted the provisions of asc no. 740-10, income taxes, relating to accounting for uncertain tax positions on april 1, 2009, which had no financial impact to the organization. The organization recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. See note 14 for additional details.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Reclassed cost of sales 12,830,846.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reverse of prior year unrealized loss 50,745.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclassed cost of sales 12,830,846.”

Raw XML AppendixShowing 400 of 794 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO HELP CREATE SUCCESSFUL HOMEOWNERS SO THAT THEY IMPROVE THEIR FINANCIAL WELLBEING AND CONTRIBUTE TO THE VITALITY OF OUR COMMUNITIES.
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IRS990/Desc0HOMEWISE ASSISTS LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES WITH FINANCIAL EDUCATION AND COACHING, NON-COMMISSIONED REAL ESTATE SERVICES, MORTGAGE LENDING AND DOWN PAYMENT ASSISTANCE, AND REFINANCE AND HOME IMPROVEMENT LENDING. HOMEWISE ALSO DEVELOPS NEW HOMES IN THE SANTA FE COMMUNITY TO INCREASE THE INVENTORY OF AFFORDABLY PRICED HOMES FOR THE LOCAL WORKFORCE.
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IRS990/Form990PartVIISectionAGrp/PersonNm3ERIKA CAMPOS
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IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DELGADO
IRS990/Form990PartVIISectionAGrp/PersonNm6ANNE MESSBARGER-EQUIA
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IRS990/Form990PartVIISectionAGrp/PersonNm8MARTHA ACOSTA
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IRS990/Form990PartVIISectionAGrp/PersonNm10JILL COOK
IRS990/Form990PartVIISectionAGrp/PersonNm11BRUCE MILLER
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IRS990/Form990PartVIISectionAGrp/PersonNm14MARK VANDERLINDEN
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT GIBBS
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRIOR COO
IRS990/Form990PartVIISectionAGrp/TitleTxt11INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRIOR CHIEF INVESTMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRIOR DIRECTOR OF DEVELOPMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-47158
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01073745
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0338329
IRS990/GrossReceiptsAmt010596890
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06753
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032413
IRS990/InformationTechnologyGrp/ProgramServicesAmt095889
IRS990/InformationTechnologyGrp/TotalAmt0135055
IRS990/InsuranceGrp/FundraisingAmt06909
IRS990/InsuranceGrp/ManagementAndGeneralAmt033162
IRS990/InsuranceGrp/ProgramServicesAmt098104
IRS990/InsuranceGrp/TotalAmt0138175
IRS990/InterestGrp/ProgramServicesAmt01623559
IRS990/InterestGrp/TotalAmt01623559
IRS990/InventoriesForSaleOrUseGrp/BOYAmt07120
IRS990/InventoriesForSaleOrUseGrp/EOYAmt039990
IRS990/InvestmentIncomeGrp/ExclusionAmt02609
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02609
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt036000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02183131
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02589739
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02451054
IRS990/LandBldgEquipCostOrOtherBssAmt04634185
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0385487
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO HELP CREATE SUCCESSFUL HOMEOWNERS SO THAT THEY IMPROVE THEIR FINANCIAL WELLBEING AND CONTRIBUTE TO THE VITALITY OF OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt036139279
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt037674538
IRS990/NetAssetsOrFundBalancesBOYAmt038034762
IRS990/NetAssetsOrFundBalancesEOYAmt038994513
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-47158
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-47158
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt010334
IRS990/OccupancyGrp/ManagementAndGeneralAmt049603
IRS990/OccupancyGrp/ProgramServicesAmt0146744
IRS990/OccupancyGrp/TotalAmt0206681
IRS990/OfficeExpensesGrp/FundraisingAmt06802
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt032650
IRS990/OfficeExpensesGrp/ProgramServicesAmt096588
IRS990/OfficeExpensesGrp/TotalAmt0136040
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt016325659
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022626
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0108604
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0321287
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0452517
IRS990/OtherExpensesGrp/Desc0REAL ESTATE CARRYING CO
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMT
IRS990/OtherExpensesGrp/Desc2CLIENT SUPPORT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXP
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IRS990/OtherExpensesGrp/FundraisingAmt110100
IRS990/OtherExpensesGrp/FundraisingAmt22159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051711
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt148480
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210367
IRS990/OtherExpensesGrp/ProgramServicesAmt0583654
IRS990/OtherExpensesGrp/ProgramServicesAmt1152979
IRS990/OtherExpensesGrp/ProgramServicesAmt2143421
IRS990/OtherExpensesGrp/ProgramServicesAmt330668
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IRS990/OtherExpensesGrp/TotalAmt1215463
IRS990/OtherExpensesGrp/TotalAmt2202001
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0814640
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt092782
IRS990/PayrollTaxesGrp/ProgramServicesAmt0274481
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IRS990/PensionPlanContributionsGrp/FundraisingAmt08281
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt039748
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0117587
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IRS990/PoliticalCampaignActyInd00
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IRS990/PrincipalOfficerNm0MICHAEL LOFTIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522292
IRS990/ProgramServiceRevenueGrp/BusinessCd1532000
IRS990/ProgramServiceRevenueGrp/BusinessCd2522292
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/BusinessCd4531390
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST & SERVICING
IRS990/ProgramServiceRevenueGrp/Desc1HOME SALES, NET
IRS990/ProgramServiceRevenueGrp/Desc2ORIGINATION FEES
IRS990/ProgramServiceRevenueGrp/Desc3COMMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc4MORTGAGE SRVC RIGHTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03224602
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11789407
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21548669
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31245173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4465345

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,284,029
Liabilities
$52,289,516
Net assets
$38,994,513
Revenue
$10,211,403
Expenses
$9,200,907
Net income
$1,010,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$288$172$116$54.4$26.1$28.3
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$242$154$87.6$30.5$24.0$6.45
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$229$147$81.2$25.2$21.7$3.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$208$130$77.7$27.7$20.8$6.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$177$107$70.7$34.4$21.1$13.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$153$95.5$57.4$20.1$15.9$4.21
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$142$89.4$52.8$22.4$17.3$5.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$66.1$47.8$18.1$12.4$5.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$56.7$42.1$13.1$10.1$3.06
2016Detailed filing. Detailed filing data is available for this year.$91.3$52.3$39.0$10.2$9.20$1.01
2015Detailed filing. Detailed filing data is available for this year.$88.4$50.3$38.0$9.17$7.25$1.92
2014Detailed filing. Detailed filing data is available for this year.$74.2$38.0$36.2$9.27$6.65$2.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.6$31.1$33.5$5.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.5$24.0$28.5$5.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.0$24.0$27.1$5.50
Peer Organizations

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