Civic Intelligence

Trellis

990EZ • Fiscal year 2024 • EIN 32-0460001

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 24, 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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $109,130 (-100%) from 2023

Net Assets

Down

$0

Down $109,130 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $60,000 (-100%) from 2023

Expenses

Down

$54,635

Down $128,798 (-70%) from 2023

Net Income

Up

-$54,635

Up $68,798 (+56%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth1st 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

2024

Revenue$0
Expenses$54,635
Net Income-$54,635
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 24, 2024
Return Version
2023v6.0
Gross Receipts
$0
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 7 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$53,024
Compensation and Service Providers
Top Officer Pay79th 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
Clayon Virgil
Title
Chair
Phone
4159995827
Signed
2024-12-24
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;123|Program related contracts;29024|Payroll and retirement plan fees;659|Miscellaneous expenses;829^Total;30635^”

Form 990-EZ, Part I, Line 20

“Description;Amount^Distribution of assets at dissolution;-54495^Total;-54495^”

Raw XML Appendix193 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109130
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-54635
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109130
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109130
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109130
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44
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/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-54495
IRS990EZ/OtherExpensesTotalAmt030635
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 7 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/ProgramServiceExpensesAmt053024
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054635
IRS990EZ/TotalProgramServiceExpensesAmt053024
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.trelliseducation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0727178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0978185
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0846765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02612128
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67307
IRS990ScheduleA/PublicSupportPY170Pct00.28346
IRS990ScheduleA/PublicSupportTotal170Amt01758156
IRS990ScheduleA/SubstantialContributorsTotAmt0853972
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0727178
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0978185
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0846765
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02612128
IRS990ScheduleA/TotalSupportAmt02612128
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd01
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Distribution of assets to another non-profit organization.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0Stanford University
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0941156365
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt054495
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0655 Serra Street
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Stanford
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0943057209
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Janet Carlson, a member of the board, is employed by Stanford University but is not a direct beneficiary of the transfer of the organization's assets.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule N, Part I, Line 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank fees;123|Program related contracts;29024|Payroll and retirement plan fees;659|Miscellaneous expenses;829^Total;30635^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Distribution of assets at dissolution;-54495^Total;-54495^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Clayon Virgil
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum04159995827
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-24
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/PreparationDt02024-12-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eve Levine
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-22T14:06:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$54,635
Net income
-$54,635
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