Civic Intelligence

Trellis

990EZ • Fiscal year 2023 • EIN 32-0460001

Jul 01, 2022 to Jun 30, 2023 • Filed on May 10, 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

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-206%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-44%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-92%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$109,130

Down $86,782 (-44%) from 2022

Net Assets

Down

$109,130

Down $81,204 (-43%) from 2022

Liabilities

Down

$0

Down $5,578 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin4th percentile

Revenue

Down

$60,000

Down $679,178 (-92%) from 2022

Expenses

Down

$183,433

Down $670,943 (-79%) from 2022

Net Income

Down

-$123,433

Down $8,235 (-7.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$109,130
Liabilities$0
Net Assets$109,130
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$60,000
Expenses$183,433
Net Income-$123,433
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 10, 2024
Return Version
2022v5.0
Gross Receipts
$60,000
Mission and Program Overview

Mission

Educational: To support STEM teacher prep and education.

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.

Program Services

DescriptionGrantsExpenses
Mentor Fellow Training and Support : we supported 4 mentors across three regions (San Francisco, East Bay and North Bay). Program Leads provided more context specific support. New Teacher Training and Support: we supported pre-service teachers and beginning teachers in the community.$0$155,938
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clayton VirgilBoard Chair-$0--
Janet CarlsonDirector-$0--
Cynthia GrutzikDirector-$0--
Laura Lara-BradyDirector-$0--
Andrew KellerSecretary And Treasurer-$0--
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
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Eve Levine
Address
4937 17th Street, San Francisco, CA 94117
Preparer
Eve Levine
Phone
4153702897
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank fees;33|Program related contracts;78820|Insurance;1408|Miscellaneous expenses;2276|Payroll and retirement plan fees;1651^Total;84188^”

Form 990-EZ, Part I, Line 20

“Prior period adjustment”

Raw XML Appendix194 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Clayton Virgil
IRS990EZ/BooksInCareOfDetail/PhoneNum04159995827
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt09359 Lawlor Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094605
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109130
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-123433
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IRS990EZ/FiledScheduleAInd01
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190334
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0109130
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Clayton Virgil
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janet Carlson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cynthia Grutzik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Lara-Brady
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Andrew Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary and Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0757
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt042229
IRS990EZ/OtherExpensesTotalAmt084188
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Trellis 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.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Mentor Fellow Training and Support : we supported 4 mentors across three regions (San Francisco, East Bay and North Bay). Program Leads provided more context specific support. New Teacher Training and Support: we supported pre-service teachers and beginning teachers in the community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0155938
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt086650
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05578
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0183433
IRS990EZ/TotalProgramServiceExpensesAmt0155938
IRS990EZ/TotalRevenueAmt060000
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.trelliseducation.org
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.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0727178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0978185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0846765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0670832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03282960
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.28346
IRS990ScheduleA/PublicSupportPY170Pct00.26639
IRS990ScheduleA/PublicSupportTotal170Amt0930597
IRS990ScheduleA/SubstantialContributorsTotAmt02352363
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0727178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0978185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0846765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0670832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03282960
IRS990ScheduleA/TotalSupportAmt03282960
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank fees;33|Program related contracts;78820|Insurance;1408|Miscellaneous expenses;2276|Payroll and retirement plan fees;1651^Total;84188^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Prior period adjustment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
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/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRELLIS
ReturnHeader/Filer/BusinessNameControlTxt0TREL
ReturnHeader/Filer/EIN0320460001
ReturnHeader/Filer/PhoneNum04159995827
ReturnHeader/Filer/USAddress/AddressLine1Txt09359 Lawlor Street
ReturnHeader/Filer/USAddress/CityNm0Oakland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094605
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eve Levine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04937 17th Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094117
ReturnHeader/PreparerPersonGrp/PhoneNum04153702897
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eve Levine
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-15T14:34:36-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Clayton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Virgil
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,130
Liabilities
$0
Net assets
$109,130
Revenue
$60,000
Expenses
$183,433
Net income
-$123,433
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