Civic Intelligence

Trellis

990 • Fiscal year 2022 • EIN 32-0460001

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 20, 2024

Organization Profilewww.trelliseducation.org

View Organization Page

9359 Lawlor StreetOakland, CA 94605

(415) 999-5827

Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-58%

Faster asset growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-25%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$195,912

Down $272,438 (-58%) from 2021

Net Assets

Down

$190,334

Down $115,198 (-38%) from 2021

Liabilities

Down

$5,578

Down $157,240 (-97%) from 2021

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin18th percentile

Revenue

Down

$739,178

Down $245,772 (-25%) from 2021

Expenses

Down

$854,376

Down $78,117 (-8.4%) from 2021

Net Income

Down

-$115,198

Down $167,655 (-320%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$600K$400K$200K$0Assets 2016: $162,037Liabilities 2016: $40,600Net Assets 2016: $121,4372016Assets 2017: $349,901Liabilities 2017: $223,097Net Assets 2017: $126,8042017Assets 2018: $501,085Liabilities 2018: $375,482Net Assets 2018: $125,6032018Assets 2020: $462,182Liabilities 2020: $209,107Net Assets 2020: $253,0752020Assets 2021: $468,350Liabilities 2021: $162,818Net Assets 2021: $305,5322021Assets 2022: $195,912Liabilities 2022: $5,578Net Assets 2022: $190,3342022Assets 2023: $109,130Liabilities 2023: $0Net Assets 2023: $109,1302023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$195,912
Liabilities$5,578
Net Assets$190,334
Open 2022 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2016: $125,454Expenses 2016: $107,489Net Income 2016: $17,9652016Revenue 2017: $505,653Expenses 2017: $500,286Net Income 2017: $5,3672017Revenue 2018: $702,707Expenses 2018: $703,908Net Income 2018: -$1,2012018Revenue 2020: $854,375Expenses 2020: $854,176Net Income 2020: $1992020Revenue 2021: $984,950Expenses 2021: $932,493Net Income 2021: $52,4572021Revenue 2022: $739,178Expenses 2022: $854,376Net Income 2022: -$115,1982022Revenue 2023: $60,000Expenses 2023: $183,433Net Income 2023: -$123,4332023Revenue 2024: $0Expenses 2024: $54,635Net Income 2024: -$54,6352024

Highlighted filing

2022

Revenue$739,178
Expenses$854,376
Net Income-$115,198
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 20, 2024
Return Version
2021v4.0
Gross Receipts
$739,178
Mission and Program Overview

Mission

Trellis partners with school districts and teacher preparation providers to recruit, develop and retain exceptional STEM teachers by supporting them over time with mentors, a learning community of peers and opportunities for continued growth and leadership within the teaching profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$465,460$194,153▼ $271,307
Prepaid Expenses and Deferred Charges$1,043--
Savings and Temporary Cash Investments$1,001$1,002▲ $1
Accounts Receivable$846$757▼ $89
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$468,350$195,912▼ $272,438
Liabilities
Deferred Revenue$159,874--
Accounts Payable and Accrued Expenses$2,944$5,578▲ $2,634
Total Liabilities$162,818$5,578▼ $157,240
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$55,532$157,001▲ $101,469
Net Assets With Donor Restrictions$250,000$33,333▼ $216,667
Total Net Assets Fund Balance$305,532$190,334▼ $115,198
Total Liabilities and Net Assets / Fund Balance$468,350$195,912▼ $272,438

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$5,445$0
Leasehold Improvements$0$0$0
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Clayton VirgilBoard Chair
Cynthia GrutzikDirector
Janet CarlsonDirector
Laura Lara-BradyDirector
Andrew KellerSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$727,178
Program Service Revenue
$12,000
Investment Income
$0
Other Revenue
$0
All Other Contributions
$567,643
Change in Net Assets
$-115,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$690,747
Grants and Similar Amounts Paid$146,975
Other Expenses$16,654
Total Fundraising Expense$9,398
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$544,054$7,251-$551,305
Grants to Domestic Individuals$146,975--$146,975
Payroll Taxes$50,004$1,333$694$52,031
Other Employee Benefits$46,124$1,230$640$47,994
Current Officers, Directors, Trustees, and Key Employees$23,651$7,883$7,883$39,417
All Other Expenses$10,416$2,207$144$12,767
Insurance$2,452$66$37$2,555
Conferences and Meetings$1,332--$1,332
Total Functional Expenses$825,008$19,970$9,398$854,376
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“An electronic copy is sent to all board members for review.”

Form 990, Part VI, Section B, Line 15

“The board reviews CEO/Executive Director compensation in comparable organizations to determine the CEO's salary.”

Form 990, Part VI, Section C, Line 19

“All are available upon request.”

Filing and Contact Details

Filer

Filer Name
Trellis
EIN
32-0460001
Phone
4159995827
Address
9359 Lawlor Street, Oakland, CA 94605

Signing Officer

Name
Clayton Virgil
Title
Chair
Phone
4159995827
Signed
2024-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clayton Virgil
Formed
2015
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
13
Volunteers
0

Preparer

Firm
Eve Levine
Address
4937 17th Street, San Francisco, CA 94117
Preparer
Eve Levine
Phone
4153702897
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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0The organization's revenue reflects a diverse set of funding sources. Along with private funding, we partner with universities and school districts. All of our existing partnership agreements with districts and schools involve a multi-year shift away from private funding and toward sustainable public funding. Our executive Board is representative of the general public, including three representatives from higher education, two representatives from the K-12 public education system, and two representatives from corporations with roots in STEM.
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IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05445
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt05445
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0146975
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Mentor Stipends
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt058
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Trellis confirms with teachers and mentors that funds and time were provided for planning, observing and mentoring per the Memorandums of Understanding and service agreements with the grantees.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An electronic copy is sent to all board members for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board reviews CEO/Executive Director compensation in comparable organizations to determine the CEO's salary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0468350
IRS990/TotalAssetsEOYAmt0195912
IRS990/TotalAssetsGrp/BOYAmt0468350
IRS990/TotalAssetsGrp/EOYAmt0195912
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0727178
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09398
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019970
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0825008
IRS990/TotalFunctionalExpensesGrp/TotalAmt0854376
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0162818
IRS990/TotalLiabilitiesEOYAmt05578
IRS990/TotalLiabilitiesGrp/BOYAmt0162818
IRS990/TotalLiabilitiesGrp/EOYAmt05578
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0305532
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0190334
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0825008
IRS990/TotalProgramServiceRevenueAmt012000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0739178
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0468350
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0195912
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09359 Lawlor Street
IRS990/USAddress/CityNm0Oakland
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094605
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.trelliseducation.org
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0Accountant had unexpected surgery and recuperation around the extended deadline of the return, and required additional time to finalize
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Clayton Virgil
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum04159995827
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRELLIS
ReturnHeader/Filer/BusinessNameControlTxt0TREL
ReturnHeader/Filer/EIN0320460001
ReturnHeader/Filer/PhoneNum04159995827

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$195,912
Liabilities
$5,578
Net assets
$190,334
Revenue
$739,178
Expenses
$854,376
Net income
-$115,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.55$0.55
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.60$1.83$1.23
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.06$1.90$7.39$8.54$1.15
2021Detailed filing. Detailed filing data is available for this year.$4.68$1.63$3.06$9.85$9.32$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.62$2.09$2.53$8.54$8.54$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.01$3.75$1.26$7.03$7.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.50$2.23$1.27$5.06$5.00$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.41$1.21$1.25$1.07$0.18