Civic Intelligence

Homewise Inc.

990 • Fiscal year 2018 • EIN 85-0346325

Apr 01, 2017 to Mar 31, 2018 • Filed on Nov 13, 2018

Organization ProfileWWW.HOMEWISE.ORG

View Organization Page

1301 Siler Road 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

72nd percentile

0.58x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

3.65x

Higher debt load relative to revenue than 89% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$260,839

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2018

Asset Growth

86th percentile

15%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$113,881,427

Up $15,173,969 (+15%) from 2017

Net Assets

Up

$47,783,773

Up $5,726,984 (+14%) from 2017

Liabilities

Up

$66,097,654

Up $9,446,985 (+17%) from 2017

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin85th percentile

Revenue

Up

$18,102,766

Up $4,990,482 (+38%) from 2017

Expenses

Up

$12,375,782

Up $2,325,774 (+23%) from 2017

Net Income

Up

$5,726,984

Up $2,664,708 (+87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2018

Assets$113,881,427
Liabilities$66,097,654
Net Assets$47,783,773
Open 2018 Filing

Operations Trend

Revenue Growth88th 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

2018

Revenue$18,102,766
Expenses$12,375,782
Net Income$5,726,984
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$18,289,681
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$68,120,956$74,213,656▲ $6,092,700
Savings and Temporary Cash Investments$4,009,304$7,072,514▲ $3,063,210
Cash and Non-Interest-Bearing Accounts$3,945,381$6,060,548▲ $2,115,167
Land, Buildings, and Equipment, Net$2,666,780$4,147,519▲ $1,480,739
Accounts Receivable$1,834,714$2,046,155▲ $211,441
Prepaid Expenses and Deferred Charges$237,828$412,358▲ $174,530
Inventories for Sale or Use$71,617$30,995▼ $40,622
Pledges and Grants Receivable$71,236$6,500▼ $64,736
Total Assets$98,707,458$113,881,427▲ $15,173,969
Other Assets Total$17,749,642$19,891,182▲ $2,141,540
Liabilities
Mortgage Notes Payable Secured by Investment Property$34,416,042$39,147,873▲ $4,731,831
Unsecured Notes Loans Payable$9,410,578$13,647,018▲ $4,236,440
Other Liabilities$3,836,927$4,604,000▲ $767,073
Deferred Revenue$4,198,601$4,300,656▲ $102,055
Escrow Account Liability$1,908,331$2,327,972▲ $419,641
Accounts Payable and Accrued Expenses$2,880,190$2,070,135▼ $810,055
Total Liabilities$56,650,669$66,097,654▲ $9,446,985
Net Assets / Fund Balance
Unrestricted Net Assets$31,181,227$35,329,933▲ $4,148,706
Temporarily Rstr Net Assets$8,356,471$10,619,090▲ $2,262,619
Permanently Rstr Net Assets$2,519,091$1,834,750▼ $684,341
Total Net Assets Fund Balance$42,056,789$47,783,773▲ $5,726,984
Total Liabilities and Net Assets / Fund Balance$98,707,458$113,881,427▲ $15,173,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,111,537$835,530$2,947,067
Equipment$457,049$1,730,683$2,187,732
Land$1,233,768-$1,233,768
Other Land Buildings$342,874-$342,874
Leasehold Improvements$2,291$6,832$9,123
Other Assets Org$3,795,897--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael LoftinCEOFT$229,669$31,170$260,839
Lisa WilsonOutgoing CFOFT$174,293$17,892$192,185
Jill CookManager of Human ResourcesFT$161,772$13,280$175,052
Mark VanderlindenChief Lending OfficerFT$130,895$20,953$151,848
Brian AndersonDirector of DevelopmentFT$92,763$8,886$101,649
Wade CarlsonCFOFT$13,036-$13,036

Board Members and Trustees

NameTitle
Erika CamposBoard Chair
Debra WalshVice Chair
Agnes NoonanBoard Member
Paul VogelBoard Member
Shelle Vanetten De SanchezBoard Member
Teresa Leger De FernandezBoard Member
Anne Messbarger-equiaSecretary
Andrew SpringlerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Platinum Sky Construction INCConstruction56 JOHNSON MESA, Santa Fe, NM 87508$10,807,459
Blueline Construction INCConstruction20 REATA RD, Santa Fe, NM 87507$2,105,802
Essential Utilities INCElectrical Contractor19 WOLF RD, Santa Fe, NM 87508$314,587
Lopez Landscaping & TreesLandscaping51 SUNRISE RD, Santa Fe, NM 87507$207,813
Springhouse LLCHouse AppraisalsPO BOX 105091, Atlanta, GA 30348$206,218
Revenue and Support

Revenue Composition

Contributions and Grants
$4,570,906
Program Service Revenue
$13,563,446
Investment Income
$8,008
Other Revenue
$-39,594
All Other Contributions
$3,401,067
Change in Net Assets
$5,726,984

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,102,766
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,584,153
Total Revenue per Audited Statements
$34,686,919
Total Revenue per Form 990
$18,102,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,223,484
Salaries, Compensation, and Employee Benefits$6,152,298
Total Fundraising Expense$549,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,151,040$839,444$285,066$4,275,550
Interest$1,637,447--$1,637,447
Depreciation Depletion$569,182$157,967$2,746$729,895
Current Officers, Directors, Trustees, and Key Employees$530,307$141,275$47,975$719,557
Other Employee Benefits$418,372$111,455$37,849$567,676
Payroll Taxes$264,951$70,584$23,969$359,504
Other Expenses$218,075$78,383$18,212$314,670
Advertising$147,677$66,915$84,130$298,722
Occupancy$121,657$119,345$1,836$242,838
Pension Plan Contributions$169,516$45,159$15,336$230,011
Insurance$73,448$136,780$2,104$212,332
Office Expenses$94,695$68,524$8,487$171,706
Information Technology$94,201$66,829$8,277$169,307
Fees for Services Legal$20,056$141,027-$161,083
Fees for Services Other$126,835-$2,883$129,718
Travel$67,368$47,793$5,919$121,080
Fees for Services Accounting-$47,366-$47,366
All Other Expenses$23,181$16,445$2,037$41,663
Conferences and Meetings$19,722$13,991$1,733$35,446
Total Functional Expenses$9,608,215$2,218,254$549,313$12,375,782

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$28,959,935
Expenses Not Reported on Form 990$16,584,153
Expenses per Audited Statements$12,375,782
Total Expenses per Form 990$12,375,782
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
-Former 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%. ON $15,000 & INTEREST RATE OF 3.5% ON $45,000No$60,000
Teresa LegerBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,468
Debra WalshBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,308
Anne Messbarger-eguiaBoard MemberINVESTMENT IN THE ORGANIZATION'S COMMUNITY INVESTMENT NOTES - INTEREST RATE OF 2.0%.No$5,058
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Community Investment Notes$3,633,116
Due to Grantor Agency$962,907
Security Deposits$7,977
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
Yes
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 A, Line 4

“The organization amended its by-laws effective november 2017. A copy of the amended by-laws, along with other organizational documents, are available for public inspection.”

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 ROAD BUILDING D, SANTA FE, NM 87507

Signing Officer

Name
Michael Loftin CEO
Title
CEO
Phone
5059839473
Signed
2018-11-13
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
84
Volunteers
9

Preparer

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

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 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 16,452,167. Reclassed direct rental exps 131,986.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclassed cost of sales 16,452,167. Reclassed direct rental exps 131,986.”

Raw XML AppendixShowing 400 of 805 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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUELINE CONSTRUCTION INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2ESSENTIAL UTILITIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3LOPEZ LANDSCAPING & TREES
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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/AverageHoursPerWeekRt21.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1020953
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118886
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1217892
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1313280
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IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA WALSH
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW SPRINGLER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANNE MESSBARGER-EQUIA
IRS990/Form990PartVIISectionAGrp/PersonNm4TERESA LEGER DE FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5SHELLE VANETTEN DE SANCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm6AGNES NOONAN
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL VOGEL
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL LOFTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9WADE CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK VANDERLINDEN
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JILL COOK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8229669
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt913036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10130895
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1192763
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12174293
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13161772
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/TitleTxt8CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF LENDING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12OUTGOING CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13MANAGER OF HUMAN RESOURCES
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt06054
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01169839
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt060983
IRS990/GrossReceiptsAmt018289681
IRS990/GrossRentsGrp/RealAmt092392
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08277
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt066829
IRS990/InformationTechnologyGrp/ProgramServicesAmt094201
IRS990/InformationTechnologyGrp/TotalAmt0169307
IRS990/InsuranceGrp/FundraisingAmt02104
IRS990/InsuranceGrp/ManagementAndGeneralAmt0136780
IRS990/InsuranceGrp/ProgramServicesAmt073448
IRS990/InsuranceGrp/TotalAmt0212332
IRS990/InterestGrp/ProgramServicesAmt01637447
IRS990/InterestGrp/TotalAmt01637447
IRS990/InventoriesForSaleOrUseGrp/BOYAmt071617
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030995
IRS990/InvestmentIncomeGrp/ExclusionAmt01954
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01954
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04066
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02573045
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02666780
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04147519
IRS990/LandBldgEquipCostOrOtherBssAmt06720564
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt054929
IRS990/LessRentalExpensesGrp/RealAmt0131986
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/BOYAmt034416042
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt039147873
IRS990/NetAssetsOrFundBalancesBOYAmt042056789
IRS990/NetAssetsOrFundBalancesEOYAmt047783773
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06054
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06054
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-39594
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-39594
IRS990/NetUnrelatedBusTxblIncmAmt0-39594
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01836
IRS990/OccupancyGrp/ManagementAndGeneralAmt0119345
IRS990/OccupancyGrp/ProgramServicesAmt0121657
IRS990/OccupancyGrp/TotalAmt0242838
IRS990/OfficeExpensesGrp/FundraisingAmt08487
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt068524
IRS990/OfficeExpensesGrp/ProgramServicesAmt094695
IRS990/OfficeExpensesGrp/TotalAmt0171706
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017749642
IRS990/OtherAssetsTotalGrp/EOYAmt019891182
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt037849
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0111455
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0418372
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0567676
IRS990/OtherExpensesGrp/Desc0BAD DEBT, NET OF RECOVE
IRS990/OtherExpensesGrp/Desc1REAL ESTATE CARRYING CO
IRS990/OtherExpensesGrp/Desc2CLIENT SUPPORT
IRS990/OtherExpensesGrp/Desc3PROF DEVELOPMT & RECRUI
IRS990/OtherExpensesGrp/FundraisingAmt0694
IRS990/OtherExpensesGrp/FundraisingAmt160
IRS990/OtherExpensesGrp/FundraisingAmt218212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045079
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13893
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt278383
IRS990/OtherExpensesGrp/ProgramServicesAmt01090181
IRS990/OtherExpensesGrp/ProgramServicesAmt1441002
IRS990/OtherExpensesGrp/ProgramServicesAmt2329302
IRS990/OtherExpensesGrp/ProgramServicesAmt3218075
IRS990/OtherExpensesGrp/TotalAmt01090181
IRS990/OtherExpensesGrp/TotalAmt1486775
IRS990/OtherExpensesGrp/TotalAmt2333255
IRS990/OtherExpensesGrp/TotalAmt3314670
IRS990/OtherLiabilitiesGrp/BOYAmt03836927
IRS990/OtherLiabilitiesGrp/EOYAmt04604000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0285066
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0839444
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03151040
IRS990/OtherSalariesAndWagesGrp/TotalAmt04275550
IRS990/OtherWebsiteInd0X
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt074213656
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt023969
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt070584
IRS990/PayrollTaxesGrp/ProgramServicesAmt0264951
IRS990/PayrollTaxesGrp/TotalAmt0359504
IRS990/PensionPlanContributionsGrp/FundraisingAmt015336
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt045159
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0169516
IRS990/PensionPlanContributionsGrp/TotalAmt0230011
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01834750
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt071236
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06500
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0237828
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0412358
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/Desc4FOREGONE INT & OTHER PROG INC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03950616
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13255026
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22594880
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31918519
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41103584
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03950616
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13255026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22594880
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31918519
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41103584
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02749859
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042513
IRS990/PYOtherExpensesAmt04478376
IRS990/PYOtherRevenueAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,881,427
Liabilities
$66,097,654
Net assets
$47,783,773
Revenue
$18,102,766
Expenses
$12,375,782
Net income
$5,726,984
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
2018Detailed filing. Detailed filing data is available for this year.$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