Civic Intelligence

Homewise Inc.

990 • Fiscal year 2017 • EIN 85-0346325

Apr 01, 2016 to Mar 31, 2017 • Filed on Sep 12, 2017

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

74th percentile

0.57x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

4.32x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

29th percentile

$232,571

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

59th percentile

8.1%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

28%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$98,707,458

Up $7,423,429 (+8.1%) from 2016

Net Assets

Up

$42,056,789

Up $3,062,276 (+7.9%) from 2016

Liabilities

Up

$56,650,669

Up $4,361,153 (+8.3%) from 2016

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin81st percentile

Revenue

Up

$13,112,284

Up $2,900,881 (+28%) from 2016

Expenses

Up

$10,050,008

Up $849,101 (+9.2%) from 2016

Net Income

Up

$3,062,276

Up $2,051,780 (+203%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2017

Assets$98,707,458
Liabilities$56,650,669
Net Assets$42,056,789
Open 2017 Filing

Operations Trend

Revenue Growth82nd 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

2017

Revenue$13,112,284
Expenses$10,050,008
Net Income$3,062,276
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$13,559,397
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$65,618,333$68,120,956▲ $2,502,623
Savings and Temporary Cash Investments$1,967,674$4,009,304▲ $2,041,630
Cash and Non-Interest-Bearing Accounts$3,985,917$3,945,381▼ $40,536
Land, Buildings, and Equipment, Net$2,451,054$2,666,780▲ $215,726
Accounts Receivable$567,936$1,834,714▲ $1,266,778
Prepaid Expenses and Deferred Charges$255,466$237,828▼ $17,638
Inventories for Sale or Use$39,990$71,617▲ $31,627
Pledges and Grants Receivable$72,000$71,236▼ $764
Total Assets$91,284,029$98,707,458▲ $7,423,429
Other Assets Total$16,325,659$17,749,642▲ $1,423,983
Liabilities
Mortgage Notes Payable Secured by Investment Property$37,674,538$34,416,042▼ $3,258,496
Unsecured Notes Loans Payable$6,915,000$9,410,578▲ $2,495,578
Deferred Revenue$85,668$4,198,601▲ $4,112,933
Other Liabilities$2,898,802$3,836,927▲ $938,125
Accounts Payable and Accrued Expenses$3,190,751$2,880,190▼ $310,561
Escrow Account Liability$1,524,757$1,908,331▲ $383,574
Total Liabilities$52,289,516$56,650,669▲ $4,361,153
Net Assets / Fund Balance
Unrestricted Net Assets$27,662,413$31,181,227▲ $3,518,814
Temporarily Rstr Net Assets$8,273,975$8,356,471▲ $82,496
Permanently Rstr Net Assets$3,058,125$2,519,091▼ $539,034
Total Net Assets Fund Balance$38,994,513$42,056,789▲ $3,062,276
Total Liabilities and Net Assets / Fund Balance$91,284,029$98,707,458▲ $7,423,429

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,334,559$726,305$2,060,864
Equipment$68,108$1,636,047$1,704,155
Land$935,100-$935,100
Other Land Buildings$329,013-$329,013
Leasehold Improvements$0$9,123$9,123
Other Assets Org$39,000--
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael LoftinCEOFT$200,994$31,577$232,571
Jill CookManager of Human ResourcesFT$157,722$12,959$170,681
Lisa WilsonCFOFT$157,817$9,128$166,945
Brian AndersonDirector of DevelopmentFT$140,665$7,989$148,654
Mark VanderlindenChief Lending OfficerFT$120,141$21,319$141,460

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Platinum Sky Construction INCConstruction56 JOHNSON MESA, Santa Fe, NM 87508$11,333,626
Blueline Construction INCConstruction20 REATA RD, Santa Fe, NM 87507$311,356
Strategic Growth INCComputer Consulting5004 CRESTWAY DRIVE, Austin, TX 78731$276,092
Springhouse LLCHouse AppraisalsPO BOX 105091, Atlanta, GA 30348$179,845
Corelogic Credco LLCCredit Reports10277 SCRIPPS RANCH BLVD, San Diego, CA 92131$166,714
Revenue and Support

Revenue Composition

Contributions and Grants
$2,749,859
Program Service Revenue
$10,319,912
Investment Income
$42,513
Other Revenue
$0
All Other Contributions
$362,042
Change in Net Assets
$3,062,276

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$254,357Fair Market Value (FMV) Stocks
Total Noncash Contributions13$254,357-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,112,284
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,532,502
Total Revenue per Audited Statements
$27,644,786
Total Revenue per Form 990
$13,112,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,571,632
Other Expenses$4,478,376
Total Fundraising Expense$455,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,832,218$778,432$225,974$3,836,624
Interest$1,508,380--$1,508,380
Current Officers, Directors, Trustees, and Key Employees$509,089$139,923$40,619$689,631
Depreciation Depletion$419,270$124,307$1,883$545,460
Other Employee Benefits$340,771$93,660$27,189$461,620
Payroll Taxes$279,157$76,726$22,273$378,156
Other Expenses$149,761$45,126$12,921$207,808
Pension Plan Contributions$151,776$41,715$12,110$205,601
Occupancy$123,801$76,819$1,232$201,852
Advertising$101,919$20,867$74,492$197,278
Insurance$37,861$113,981$1,727$153,569
Fees for Services Other$141,074-$2,962$144,036
Office Expenses$76,821$52,350$11,972$141,143
Travel$57,565$39,228$8,971$105,764
Information Technology$43,095$29,368$6,716$79,179
Fees for Services Legal$14,340$64,257-$78,597
Fees for Services Accounting-$38,462-$38,462
Conferences and Meetings$16,618$11,324$2,590$30,532
All Other Expenses$8,852$6,033$1,378$16,263
Total Functional Expenses$7,841,839$1,753,151$455,018$10,050,008

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,582,510
Expenses Not Reported on Form 990$14,532,502
Expenses per Audited Statements$10,050,008
Total Expenses per Form 990$10,050,008
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
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
Teresa LegerBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,361
Debra WalshBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,203
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Community Investment Notes$2,844,425
Due to Grantor Agency$992,502
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 11B

“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
2017-09-12
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
75
Volunteers
10

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 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 14,532,502.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“SI”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclassed cost of sales 14,532,502.”

Raw XML AppendixShowing 400 of 779 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/FeesForServicesOtherGrp/TotalAmt0144036
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt931577
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt109128
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1121319
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt127989
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1312959
IRS990/Form990PartVIISectionAGrp/PersonNm0TERESA LEGER DE FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDY SPINGLER
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID HOFMANN
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIKA CAMPOS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID DELGADO
IRS990/Form990PartVIISectionAGrp/PersonNm5ANNE MESSBARGER-EQUIA
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBRA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm7MARTHA ACOSTA
IRS990/Form990PartVIISectionAGrp/PersonNm8FRANK MATHEW
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL LOFTIN
IRS990/Form990PartVIISectionAGrp/PersonNm10LISA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK VANDERLINDEN
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIAN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JILL COOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9200994
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10157817
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11120141
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12140665
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13157722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
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 CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGER OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt019980
IRS990/GainOrLossGrp/SecuritiesAmt020866
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt02387817
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0212736
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0275223
IRS990/GrossReceiptsAmt013559397
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06716
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029368
IRS990/InformationTechnologyGrp/ProgramServicesAmt043095
IRS990/InformationTechnologyGrp/TotalAmt079179
IRS990/InsuranceGrp/FundraisingAmt01727
IRS990/InsuranceGrp/ManagementAndGeneralAmt0113981
IRS990/InsuranceGrp/ProgramServicesAmt037861
IRS990/InsuranceGrp/TotalAmt0153569
IRS990/InterestGrp/ProgramServicesAmt01508380
IRS990/InterestGrp/TotalAmt01508380
IRS990/InventoriesForSaleOrUseGrp/BOYAmt039990
IRS990/InventoriesForSaleOrUseGrp/EOYAmt071617
IRS990/InvestmentIncomeGrp/ExclusionAmt01667
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01667
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03366
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02371475
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02451054
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02666780
IRS990/LandBldgEquipCostOrOtherBssAmt05038255
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0192756
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0254357
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/BOYAmt037674538
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt034416042
IRS990/NetAssetsOrFundBalancesBOYAmt038994513
IRS990/NetAssetsOrFundBalancesEOYAmt042056789
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020866
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt019980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040846
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0254357
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01232
IRS990/OccupancyGrp/ManagementAndGeneralAmt076819
IRS990/OccupancyGrp/ProgramServicesAmt0123801
IRS990/OccupancyGrp/TotalAmt0201852
IRS990/OfficeExpensesGrp/FundraisingAmt011972
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt052350
IRS990/OfficeExpensesGrp/ProgramServicesAmt076821
IRS990/OfficeExpensesGrp/TotalAmt0141143
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016325659
IRS990/OtherAssetsTotalGrp/EOYAmt017749642
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt027189
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093660
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0340771
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0461620
IRS990/OtherExpensesGrp/Desc0BAD DEBT, NET OF RECOVE
IRS990/OtherExpensesGrp/Desc1REAL ESTATE CARRYING CO
IRS990/OtherExpensesGrp/Desc2CLIENT SUPPORT
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMT
IRS990/OtherExpensesGrp/FundraisingAmt09
IRS990/OtherExpensesGrp/FundraisingAmt112921
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0573
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145126
IRS990/OtherExpensesGrp/ProgramServicesAmt0415935
IRS990/OtherExpensesGrp/ProgramServicesAmt1373818
IRS990/OtherExpensesGrp/ProgramServicesAmt2239718
IRS990/OtherExpensesGrp/ProgramServicesAmt3149761
IRS990/OtherExpensesGrp/TotalAmt0415935
IRS990/OtherExpensesGrp/TotalAmt1373818
IRS990/OtherExpensesGrp/TotalAmt2240300
IRS990/OtherExpensesGrp/TotalAmt3207808
IRS990/OtherLiabilitiesGrp/BOYAmt02898802
IRS990/OtherLiabilitiesGrp/EOYAmt03836927
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0225974
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0778432
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02832218
IRS990/OtherSalariesAndWagesGrp/TotalAmt03836624
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt065618333
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt068120956
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022273
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt076726
IRS990/PayrollTaxesGrp/ProgramServicesAmt0279157
IRS990/PayrollTaxesGrp/TotalAmt0378156
IRS990/PensionPlanContributionsGrp/FundraisingAmt012110
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt041715
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0151776
IRS990/PensionPlanContributionsGrp/TotalAmt0205601
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03058125
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02519091
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt072000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt071236
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0255466
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0237828
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/RelatedOrExemptFuncIncomeAmt03606955
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12053079
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22033490
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31548429
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4647734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03606955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12053079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22033490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31548429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4647734
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01739763
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-44549
IRS990/PYOtherExpensesAmt04283321
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08516189
IRS990/PYRevenuesLessExpensesAmt01010496

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,707,458
Liabilities
$56,650,669
Net assets
$42,056,789
Revenue
$13,112,284
Expenses
$10,050,008
Net income
$3,062,276
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
2017Detailed filing. Detailed filing data is available for this year.$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