Civic Intelligence

Trellis

990 • Fiscal year 2016 • EIN 51-0152395

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileWWW.TRELLISAZ.ORG

View Organization Page

1405 E Mcdowell Rd No 100Phoenix, AZ 85006

(602) 258-1659

Siviq Scores

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

Liabilities / Assets

58th percentile

0.32x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.65x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

71st percentile

10%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$142,141

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

62nd percentile

4.7%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-18%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$13,576,505

Up $608,048 (+4.7%) from 2015

Net Assets

Up

$9,283,101

Up $581,011 (+6.7%) from 2015

Liabilities

Up

$4,293,404

Up $27,037 (+0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin71st percentile

Revenue

Down

$6,622,173

Down $1,484,661 (-18%) from 2015

Expenses

Down

$5,941,162

Down $2,428,139 (-29%) from 2015

Net Income

Up

$681,011

Up $943,478 (+359%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $14,433,210Liabilities 2010: $6,873,809Net Assets 2010: $7,559,4012010Assets 2011: $14,042,380Liabilities 2011: $5,667,650Net Assets 2011: $8,374,7302011Assets 2012: $16,266,809Liabilities 2012: $7,748,990Net Assets 2012: $8,517,8192012Assets 2013: $14,594,116Liabilities 2013: $5,381,418Net Assets 2013: $9,212,6982013Assets 2014: $14,644,230Liabilities 2014: $5,677,132Net Assets 2014: $8,967,0982014Assets 2015: $12,968,457Liabilities 2015: $4,266,367Net Assets 2015: $8,702,0902015Assets 2016: $13,576,505Liabilities 2016: $4,293,404Net Assets 2016: $9,283,1012016Assets 2017: $12,537,962Liabilities 2017: $2,845,916Net Assets 2017: $9,692,0462017Assets 2018: $12,833,711Liabilities 2018: $2,765,722Net Assets 2018: $10,067,9892018Assets 2019: $13,421,745Liabilities 2019: $3,480,860Net Assets 2019: $9,940,8852019Assets 2020: $14,366,435Liabilities 2020: $3,450,691Net Assets 2020: $10,915,7442020Assets 2021: $12,864,711Liabilities 2021: $3,090,052Net Assets 2021: $9,774,6592021Assets 2022: $15,452,926Liabilities 2022: $5,790,354Net Assets 2022: $9,662,5722022Assets 2023: $15,351,726Liabilities 2023: $3,817,747Net Assets 2023: $11,533,9792023Assets 2024: $16,954,717Liabilities 2024: $3,320,083Net Assets 2024: $13,634,6342024

Highlighted filing

2016

Assets$13,576,505
Liabilities$4,293,404
Net Assets$9,283,101
Open 2016 Filing

Operations Trend

Revenue Growth15th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,865,2612010Expenses 2011: $3,934,8572011Revenue 2012: $6,936,960Expenses 2012: $6,793,871Net Income 2012: $143,0892012Revenue 2013: $6,866,727Expenses 2013: $6,151,524Net Income 2013: $715,2032013Revenue 2014: $10,818,666Expenses 2014: $11,128,402Net Income 2014: -$309,7362014Revenue 2015: $8,106,834Expenses 2015: $8,369,301Net Income 2015: -$262,4672015Revenue 2016: $6,622,173Expenses 2016: $5,941,162Net Income 2016: $681,0112016Revenue 2017: $2,885,592Expenses 2017: $2,846,106Net Income 2017: $39,4862017Revenue 2018: $2,055,548Expenses 2018: $1,731,040Net Income 2018: $324,5082018Revenue 2019: $2,827,437Expenses 2019: $2,954,541Net Income 2019: -$127,1042019Revenue 2020: $6,000,326Expenses 2020: $5,025,469Net Income 2020: $974,8572020Revenue 2021: $6,814,482Expenses 2021: $7,955,567Net Income 2021: -$1,141,0852021Revenue 2022: $2,874,307Expenses 2022: $2,986,394Net Income 2022: -$112,0872022Revenue 2023: $5,088,692Expenses 2023: $3,217,286Net Income 2023: $1,871,4062023Revenue 2024: $5,097,340Expenses 2024: $2,996,685Net Income 2024: $2,100,6552024

Highlighted filing

2016

Revenue$6,622,173
Expenses$5,941,162
Net Income$681,011
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$8,224,815
Mission and Program Overview

Mission

Trellis is dedicated to making stable homes and communities possible by educating, building and lending.

Trellis is dedicated to making stable homes and communities possible by educating, building and lending. In 2016, trellis created 442 first-time homeowners; counseled 950 households; educated 3,539 households; saved 120 homes from foreclosure; rehabbed, developed and/or sold 19 single-family houses; and provided 438 households with mortgage loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,639,388$4,954,459▲ $315,071
Other Notes and Loans Receivable, Net$2,997,044$3,561,207▲ $564,163
Inventories for Sale or Use$2,360,667$2,492,969▲ $132,302
Land, Buildings, and Equipment, Net$2,365,911$2,277,155▼ $88,756
Accounts Receivable$469,467$124,224▼ $345,243
Prepaid Expenses and Deferred Charges$70,535$106,413▲ $35,878
Investments Program Related-$47,979-
Pledges and Grants Receivable$31,081--
Savings and Temporary Cash Investments$17,182$12,099▼ $5,083
Total Assets$12,968,457$13,576,505▲ $608,048
Other Assets Total$17,182$0▼ $17,182
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,139,016$3,055,397▼ $83,619
Accounts Payable and Accrued Expenses$488,291$634,063▲ $145,772
Deferred Revenue$532,436$437,151▼ $95,285
Other Liabilities$58,334$106,313▲ $47,979
Escrow Account Liability$48,290$60,480▲ $12,190
Total Liabilities$4,266,367$4,293,404▲ $27,037
Net Assets / Fund Balance
Unrestricted Net Assets$7,035,372$7,403,261▲ $367,889
Permanently Rstr Net Assets$1,188,248$1,030,599▼ $157,649
Temporarily Rstr Net Assets$478,470$849,241▲ $370,771
Total Net Assets Fund Balance$8,702,090$9,283,101▲ $581,011
Total Liabilities and Net Assets / Fund Balance$12,968,457$13,576,505▲ $608,048

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,617,036$517,750$2,134,786
Land$458,964-$458,964
Leasehold Improvements$28,892$201,007$229,899
Other Land Buildings$149,333$15,667$165,000
Equipment$22,930$131,271$154,201

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,288,248$100,000▲ $23,489$-281,138$1,130,599
2015$1,430,310-▲ $22,741$-319,803$1,288,248
2014$1,492,098$150,000▲ $27,212$-239,000$1,430,310
2013$1,060,750$622,098▲ $29,388$-220,138$1,492,098
2012$1,237,092$32,000▲ $24,311$-232,653$1,060,750
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia Garcia DuartePresident & CEOPT$138,100$4,041$142,141
E Todd FrancisVice President & COO (until November 2016)FT$119,937$7,758$127,695
Joel MccabeCOO (start November 2016)FT$76,802$7,368$84,170
Carole KauffmanVice PresidentFT$50,762$6$50,768

Board Members and Trustees

NameTitle
Dave BrownChair
Gina MontesVice Chair
Alicia O RuizDirector
Angelo Chin FooDirector
Armida M LopezDirector
Cj Eisenbarth HagerDirector
Deanna JonovichDirector
Erik WaltersDirector
Reid ButlerDirector
Robert ParsonsDirector
Katherine WellsDirector (start 1/31/2016)
Marica J BuschingDirector (start 1/31/2016)
Sarah GonzalezDirector (start 1/31/2016)
Ramona TovarSecretary
Art PerezTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
August Building CompanyConstruction4333 N CIVIC CENTER PLAZA SUITE 30, Scottsdale, AZ 85251$503,753
K & Mr LLC Dba Aaa Cooling SpecialistsAir Conditioning Contracting16419 N 91ST STREET SUITE A-115, Scottsdale, AZ 85260$109,236
Rio Grande Concrete ServicesConstruction And Concrete7031 W MEDLOCK DRIVE, Glendale, AZ 85303$106,580
Revenue and Support

Revenue Composition

Contributions and Grants
$4,886,539
Program Service Revenue
$1,648,605
Investment Income
$1,306
Other Revenue
$85,723
All Other Contributions
$512,395
Change in Net Assets
$681,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,168,000
Salaries, Compensation, and Employee Benefits$1,810,731
Other Expenses$962,431
Total Fundraising Expense$159,191
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,168,000--$3,168,000
Other Salaries and Wages$855,348$242,463$51,808$1,149,619
Current Officers, Directors, Trustees, and Key Employees$77,436$276,345$50,994$404,775
Fees for Services Other$103,661$37,840$326$141,827
Depreciation Depletion$107,598$20,126$2,488$130,212
Other Employee Benefits$95,028$23,272$6,063$124,363
Payroll Taxes$70,690$38,497$7,973$117,160
Office Expenses$56,732$38,371$7,062$102,165
Interest$43,462$53,479-$96,941
Insurance$56,007$12,543$2,506$71,056
Fees for Services Accounting-$48,349-$48,349
Occupancy$30,450$10,265-$40,715
Other Expenses$25,836$7,925$847$34,608
Advertising$8,614-$23,556$32,170
Fees for Services Legal-$24,077-$24,077
Travel$19,761$3,160$54$22,975
Pension Plan Contributions$10,658$3,260$896$14,814
Fees for Services Management-$2,200-$2,200
All Other Expenses$-27,022$-1,401-$-28,423
Total Functional Expenses$4,912,329$869,642$159,191$5,941,162
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to City of Phoenix$58,334
Deferred Compensation Liability$47,979
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“All board members are provided with a copy of the 990 and are invited to review, ask questions and provide feedback prior to filing. The finance committee reviews the form 990 in detail and recommends its approval to the board.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy requires all members of the board and all key employees to complete and sign an annual written disclosure form which requires the disclosure of conflicts, if any, and the resolution of each conflict. The policy also requires disclosure of any conflicts that may arise and that directors or employees with a conflict recuse themselves from discussion and any decisions related to the conflict. All disclosed conflicts are discussed by the board of directors and/or the executive committee of the board.”

Form 990, Part VI, Section B, Line 15

“In 2012, the organization updated salary ranges for various positions. A detailed rating system is used to evaluate individual performance. The board of directors sets the compensation for the ceo who, in turn, sets the compensation for the organization's staff and officers within the annual budget approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The organization's financial statements are also included in its annual report, which is available to the public on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Trellis
EIN
51-0152395
Phone
6022581659
Address
1405 E MCDOWELL RD NO 100, PHOENIX, AZ 85006

Signing Officer

Name
Patricia Duarte
Title
President & CEO
Phone
6022581659
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Duarte
Formed
1975
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
15
Employees
38
Volunteers
55

Preparer

Firm
Henry & Horne Llp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Colette Kamps CPA
Phone
4808394900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Impairment loss -100,000.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Trellis provides mortgage loan servicing for loans originated by trellis for low income borrowers. Trellis maintains related escrow accounts for loan impounds (for property tax, hazard insurance and maintenance payments).”

PART V, LINE 4:

“In accordance with nwa fund agreement, the organization is required to invest and use the endowment and its earnings to purchase housing opportunities for qualifying low-income individuals. In addition, the organization may fund mortgage loans to low-income qualifying individuals to purchase these properties or other qualifying properties.”

PART X, LINE 2:

“The organization recognizes uncertainty in income taxes in the financial statements when it is more likely-than-not that the tax positions will not be sustained upon examination by the tax authorities. As of december 31, 2016, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 773 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/ActivityOrMissionDesc0TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING. IN 2016, TRELLIS CREATED 442 FIRST-TIME HOMEOWNERS; COUNSELED 950 HOUSEHOLDS; EDUCATED 3,539 HOUSEHOLDS; SAVED 120 HOMES FROM FORECLOSURE; REHABBED, DEVELOPED AND/OR SOLD 19 SINGLE-FAMILY HOUSES; AND PROVIDED 438 HOUSEHOLDS WITH MORTGAGE LOANS.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt154041
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt167758
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt176
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187368
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1GINA MONTES
IRS990/Form990PartVIISectionAGrp/PersonNm2ART PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm3RAMONA TOVAR
IRS990/Form990PartVIISectionAGrp/PersonNm4ERIK WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm5REID BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm6ANGELO CHIN FOO
IRS990/Form990PartVIISectionAGrp/PersonNm7DEANNA JONOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm8ARMIDA M LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm10ALICIA O RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm11CJ EISENBARTH HAGER
IRS990/Form990PartVIISectionAGrp/PersonNm12KATHERINE WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARICA J BUSCHING
IRS990/Form990PartVIISectionAGrp/PersonNm14SARAH GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm15PATRICIA GARCIA DUARTE
IRS990/Form990PartVIISectionAGrp/PersonNm16E TODD FRANCIS
IRS990/Form990PartVIISectionAGrp/PersonNm17CAROLE KAUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm18JOEL MCCABE
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15138100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16119937
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1750762
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1876802
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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR (START 1/31/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (START 1/31/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (START 1/31/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT & COO (UNTIL NOVEMBER 2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt17VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO (START NOVEMBER 2016)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt03740756
IRS990/GrantAmt03168000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03168000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03168000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt08224815
IRS990/GrossSalesOfInventoryAmt01688365
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt02506
IRS990/InsuranceGrp/ManagementAndGeneralAmt012543
IRS990/InsuranceGrp/ProgramServicesAmt056007
IRS990/InsuranceGrp/TotalAmt071056
IRS990/InterestGrp/ManagementAndGeneralAmt053479
IRS990/InterestGrp/ProgramServicesAmt043462
IRS990/InterestGrp/TotalAmt096941
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02360667
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02492969
IRS990/InvestmentIncomeGrp/ExclusionAmt01306
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01306
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt047979
IRS990/IRPDocumentCnt084
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0865695
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02365911
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02277155
IRS990/LandBldgEquipCostOrOtherBssAmt03142850
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03139016
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03055397
IRS990/NetAssetsOrFundBalancesBOYAmt08702090
IRS990/NetAssetsOrFundBalancesEOYAmt09283101
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt085723
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt085723
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt010265
IRS990/OccupancyGrp/ProgramServicesAmt030450
IRS990/OccupancyGrp/TotalAmt040715
IRS990/OfficeExpensesGrp/FundraisingAmt07062
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt038371
IRS990/OfficeExpensesGrp/ProgramServicesAmt056732
IRS990/OfficeExpensesGrp/TotalAmt0102165
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt017182
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-100000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06063
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023272
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095028
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0124363
IRS990/OtherExpensesGrp/Desc0PROPERTY INVENTORY SELL
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt03993
IRS990/OtherExpensesGrp/FundraisingAmt1625
IRS990/OtherExpensesGrp/FundraisingAmt2847
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18608
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27925
IRS990/OtherExpensesGrp/ProgramServicesAmt0129141
IRS990/OtherExpensesGrp/ProgramServicesAmt153843
IRS990/OtherExpensesGrp/ProgramServicesAmt227086
IRS990/OtherExpensesGrp/ProgramServicesAmt325836
IRS990/OtherExpensesGrp/TotalAmt0129141
IRS990/OtherExpensesGrp/TotalAmt178099
IRS990/OtherExpensesGrp/TotalAmt236319
IRS990/OtherExpensesGrp/TotalAmt334608
IRS990/OtherLiabilitiesGrp/BOYAmt058334
IRS990/OtherLiabilitiesGrp/EOYAmt0106313
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt051808
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0242463
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0855348
IRS990/OtherSalariesAndWagesGrp/TotalAmt01149619
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02997044
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt03561207
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07973
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038497
IRS990/PayrollTaxesGrp/ProgramServicesAmt070690
IRS990/PayrollTaxesGrp/TotalAmt0117160
IRS990/PensionPlanContributionsGrp/FundraisingAmt0896
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03260
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010658
IRS990/PensionPlanContributionsGrp/TotalAmt014814
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01188248
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01030599
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt031081
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt070535
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0106413
IRS990/PrincipalOfficerNm0PATRICIA DUARTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3522291
IRS990/ProgramServiceRevenueGrp/BusinessCd4522291
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING & ORIGINATION
IRS990/ProgramServiceRevenueGrp/Desc1AFFORDABLE HOUSING DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc2HOME BUYER EDUCATION & COUNSELING
IRS990/ProgramServiceRevenueGrp/Desc3INTEREST INCOME ON MORTGAGES
IRS990/ProgramServiceRevenueGrp/Desc4RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0830196
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1355934
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2320834
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3122639
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt419002
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0830196
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1355934
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2320834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3122639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt419002

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,576,505
Liabilities
$4,293,404
Net assets
$9,283,101
Revenue
$6,622,173
Expenses
$5,941,162
Net income
$681,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$3.32$13.6$5.10$3.00$2.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$3.82$11.5$5.09$3.22$1.87
2022Detailed filing. Detailed filing data is available for this year.$15.5$5.79$9.66$2.87$2.99$0.11
2021Detailed filing. Detailed filing data is available for this year.$12.9$3.09$9.77$6.81$7.96$1.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$3.45$10.9$6.00$5.03$0.97
2019Detailed filing. Detailed filing data is available for this year.$13.4$3.48$9.94$2.83$2.95$0.13
2018Detailed filing. Detailed filing data is available for this year.$12.8$2.77$10.1$2.06$1.73$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$2.85$9.69$2.89$2.85$0.04
2016Detailed filing. Detailed filing data is available for this year.$13.6$4.29$9.28$6.62$5.94$0.68
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$4.27$8.70$8.11$8.37$0.26
2014Summary only. Only limited summary data is available for this year.$14.6$5.68$8.97$10.8$11.1$0.31
2013Detailed filing. Detailed filing data is available for this year.$14.6$5.38$9.21$6.87$6.15$0.72
2012Summary only. Only limited summary data is available for this year.$16.3$7.75$8.52$6.94$6.79$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$5.67$8.37$3.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$6.87$7.56$6.87