Civic Intelligence

Trellis

990 • Fiscal year 2017 • EIN 51-0152395

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 12, 2018

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

51st percentile

0.23x

Higher debt load relative to assets than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.99x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

10th percentile

-7.6%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-56%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$12,537,962

Down $1,038,543 (-7.6%) from 2016

Net Assets

Up

$9,692,046

Up $408,945 (+4.4%) from 2016

Liabilities

Down

$2,845,916

Down $1,447,488 (-34%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin43rd percentile

Revenue

Down

$2,885,592

Down $3,736,581 (-56%) from 2016

Expenses

Down

$2,846,106

Down $3,095,056 (-52%) from 2016

Net Income

Down

$39,486

Down $641,525 (-94%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2017

Assets$12,537,962
Liabilities$2,845,916
Net Assets$9,692,046
Open 2017 Filing

Operations Trend

Revenue Growth3rd 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

2017

Revenue$2,885,592
Expenses$2,846,106
Net Income$39,486
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 12, 2018
Return Version
2017v2.2
Gross Receipts
$4,139,506
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 2017, trellis created 135 first-time homeowners; counseled 1,215 households; educated 3,040 households; rehabbed, developed and/or sold 19 single-family houses; and provided 123 households with mortgage loans and/or down payment assistance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$3,561,207$4,633,452▲ $1,072,245
Inventories for Sale or Use$2,492,969$2,862,059▲ $369,090
Cash and Non-Interest-Bearing Accounts$4,954,459$2,518,531▼ $2,435,928
Land, Buildings, and Equipment, Net$2,277,155$2,166,101▼ $111,054
Pledges and Grants Receivable-$100,000-
Accounts Receivable$124,224$98,987▼ $25,237
Prepaid Expenses and Deferred Charges$106,413$88,338▼ $18,075
Investments Other Securities$47,979$70,494▲ $22,515
Savings and Temporary Cash Investments$12,099--
Total Assets$13,576,505$12,537,962▼ $1,038,543
Liabilities
Unsecured Notes Loans Payable-$1,937,370-
Mortgage Notes Payable Secured by Investment Property$3,055,397$527,378▼ $2,528,019
Deferred Revenue$437,151$142,133▼ $295,018
Other Liabilities$106,313$128,828▲ $22,515
Accounts Payable and Accrued Expenses$634,063$106,427▼ $527,636
Escrow Account Liability$60,480$3,780▼ $56,700
Total Liabilities$4,293,404$2,845,916▼ $1,447,488
Net Assets / Fund Balance
Unrestricted Net Assets$7,403,261$7,484,445▲ $81,184
Temporarily Rstr Net Assets$849,241$1,486,182▲ $636,941
Permanently Rstr Net Assets$1,030,599$721,419▼ $309,180
Total Net Assets Fund Balance$9,283,101$9,692,046▲ $408,945
Total Liabilities and Net Assets / Fund Balance$13,576,505$12,537,962▼ $1,038,543

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,592,391$574,974$2,167,365
Land$458,964-$458,964
Leasehold Improvements$1,924$227,975$229,899
Equipment$10,473$145,876$156,349
Other Land Buildings$102,349$7,651$110,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,130,599-▲ $5,012$-314,192$821,419
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
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia Garcia DuartePresident & CEOFT$138,219$4,000$142,219
Joel MccabeCOOFT$82,740$8,588$91,328

Board Members and Trustees

NameTitle
Art PerezChair
Ramona Martinez-tovarVice Chair
Alicia O RuizDirector
Angelo Chin FooDirector
Armida M LopezDirector
Christine McsweeneyDirector
Cj Eisenbarth HagerDirector
Dave BrownDirector
Deanna JonovichDirector
Erik WaltersDirector
Katherine WellsDirector
Marica J BuschingDirector
Reid ButlerDirector
Sarah GonzalezDirector
Gina MontesSecretary
Robert ParsonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,610,192
Program Service Revenue
$1,039,618
Investment Income
$103,431
Other Revenue
$132,351
All Other Contributions
$726,655
Change in Net Assets
$39,486

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$32,500Difference Between M
Total Noncash Contributions2$32,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,737,619
Other Expenses$871,487
Grants and Similar Amounts Paid$237,000
Total Fundraising Expense$49,003
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$783,242$451,637$23,227$1,258,106
Grants to Domestic Individuals$237,000--$237,000
Current Officers, Directors, Trustees, and Key Employees$82,195$137,130$14,222$233,547
Fees for Services Other$114,112$79,959$625$194,696
Office Expenses$90,900$39,805$1,659$132,364
Payroll Taxes$73,168$50,722$3,331$127,221
Depreciation Depletion$79,898$23,926$625$104,449
Other Employee Benefits$59,311$37,946$1,597$98,854
Interest$78,988--$78,988
Insurance$48,513$7,825$424$56,762
Advertising$38,449$593$1,288$40,330
Occupancy$23,827$1,144-$24,971
Pension Plan Contributions$10,118$9,769$4$19,891
Travel$12,810$4,151$224$17,185
Other Expenses$6,386$7,796$349$14,531
All Other Expenses$4,063$-4,272$49$-160
Total Functional Expenses$1,901,300$895,803$49,003$2,846,106
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
Deferred Compensation Liability$70,494
Due to City of Phoenix$58,334
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.”

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 that requires the disclosure of conflicts, if any, and the resolution of each conflict. The policy also requires disclosure of any conflicts that may arise between annual written disclosures and further requires 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

“A detailed rating system is used to evaluate individual performance and adjust pay rates for employees. 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
2018-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Duarte
Formed
1975
Legal Domicile
Az
Voting Board Members
16
Independent Board Members
16
Employees
37
Volunteers
21

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:

“Transfer from affiliate 3,576.”

FORM 990, PART XII, LINE 2C:

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

Financial Statement Notes

PART IV, LINE 2B:

“For part of 2017, trellis provided mortgage loan servicing for loans originated by trellis for low income borrowers. Trellis maintained related escrow accounts for loan impounds (for property tax, hazard insurance and maintenance payments). Trellis outsourced the majority of its loan servicing activities in september 2017.”

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, 2017, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 742 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 2017, TRELLIS CREATED 135 FIRST-TIME HOMEOWNERS; COUNSELED 1,215 HOUSEHOLDS; EDUCATED 3,040 HOUSEHOLDS; REHABBED, DEVELOPED AND/OR SOLD 19 SINGLE-FAMILY HOUSES; AND PROVIDED 123 HOUSEHOLDS WITH MORTGAGE LOANS AND/OR DOWN PAYMENT ASSISTANCE.
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IRS990/Form990PartVIISectionAGrp/PersonNm12KATHERINE WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARICA J BUSCHING
IRS990/Form990PartVIISectionAGrp/PersonNm14SARAH GONZALEZ
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINE MCSWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICIA GARCIA DUARTE
IRS990/Form990PartVIISectionAGrp/PersonNm17JOEL 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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16138219
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1782740
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/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
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0102504
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0883537
IRS990/GrantAmt0237000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0237000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0237000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0143833
IRS990/GrossReceiptsAmt04139506
IRS990/GrossSalesOfInventoryAmt01248547
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0424
IRS990/InsuranceGrp/ManagementAndGeneralAmt07825
IRS990/InsuranceGrp/ProgramServicesAmt048513
IRS990/InsuranceGrp/TotalAmt056762
IRS990/InterestGrp/ProgramServicesAmt078988
IRS990/InterestGrp/TotalAmt078988
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02492969
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02862059
IRS990/InvestmentIncomeGrp/ExclusionAmt0927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0927
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt047979
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt070494
IRS990/IRPDocumentCnt032
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0956476
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02277155
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02166101
IRS990/LandBldgEquipCostOrOtherBssAmt03122577
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt041329
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/BOYAmt03055397
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0527378
IRS990/NetAssetsOrFundBalancesBOYAmt09283101
IRS990/NetAssetsOrFundBalancesEOYAmt09692046
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0102504
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0102504
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt035962
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt035962
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt032500
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01144
IRS990/OccupancyGrp/ProgramServicesAmt023827
IRS990/OccupancyGrp/TotalAmt024971
IRS990/OfficeExpensesGrp/FundraisingAmt01659
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039805
IRS990/OfficeExpensesGrp/ProgramServicesAmt090900
IRS990/OfficeExpensesGrp/TotalAmt0132364
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03576
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01597
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037946
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059311
IRS990/OtherEmployeeBenefitsGrp/TotalAmt098854
IRS990/OtherExpensesGrp/Desc0PROPERTY INVENTORY SELL
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt01171
IRS990/OtherExpensesGrp/FundraisingAmt1208
IRS990/OtherExpensesGrp/FundraisingAmt2349
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039134
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27796
IRS990/OtherExpensesGrp/ProgramServicesAmt092900
IRS990/OtherExpensesGrp/ProgramServicesAmt129510
IRS990/OtherExpensesGrp/ProgramServicesAmt235910
IRS990/OtherExpensesGrp/ProgramServicesAmt36386
IRS990/OtherExpensesGrp/TotalAmt092900
IRS990/OtherExpensesGrp/TotalAmt169815
IRS990/OtherExpensesGrp/TotalAmt244656
IRS990/OtherExpensesGrp/TotalAmt314531
IRS990/OtherLiabilitiesGrp/BOYAmt0106313
IRS990/OtherLiabilitiesGrp/EOYAmt0128828
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1RECOVERY OF BAD DEBT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt075100
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt121289
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt075100
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt121289
IRS990/OtherRevenueTotalAmt096389
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023227
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0451637
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0783242
IRS990/OtherSalariesAndWagesGrp/TotalAmt01258106
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03561207
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04633452
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03331
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt050722
IRS990/PayrollTaxesGrp/ProgramServicesAmt073168
IRS990/PayrollTaxesGrp/TotalAmt0127221
IRS990/PensionPlanContributionsGrp/FundraisingAmt04
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09769
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010118
IRS990/PensionPlanContributionsGrp/TotalAmt019891
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01030599
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0721419
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106413
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt088338
IRS990/PrincipalOfficerNm0PATRICIA DUARTE
IRS990/PriorPeriodAdjustmentsAmt0365883
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/BusinessCd3522291
IRS990/ProgramServiceRevenueGrp/Desc0HOME BUYER EDUCATION & COUNSELING
IRS990/ProgramServiceRevenueGrp/Desc1LOAN SERVICING & ORIGINATION
IRS990/ProgramServiceRevenueGrp/Desc2AFFORDABLE HOUSING DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/Desc3INTEREST INCOME ON MORTGAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0421875
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1266784
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2188950
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3162009
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0421875
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1266784
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2188950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3162009
IRS990/ProgSrvcAccomActy2Grp/Desc0AFFORDABLE HOUSING DEVELOPMENT: TRELLIS DEVELOPS AFFORDABLE SINGLE-FAMILY HOMES IN NEIGHBORHOODS TARGETED FOR REVITALIZATION. THE ORGANIZATION'S CONSTRUCTION STANDARDS EXCEED THE MINIMUM REQUIREMENTS OF BOTH HUD AND THE CITY OF PHOENIX. THE NEW CONSTRUCTION STANDARDS SEEK TO ELIMINATE THE NEED FOR MAJOR REPLACEMENT OR REPAIR COSTS FOR HOMEBUYERS IN THE FIRST FIVE YEARS OF OWNERSHIP.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0425865
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0327416
IRS990/ProgSrvcAccomActy3Grp/Desc0HOMEBUYER EDUCATION AND COUNSELING: TRELLIS OFFERS ONE-ON-ONE PRE-AND-POST-PURCHASE, REVERSE MORTGAGE AND FORECLOSURE INTERVENTION HOUSING COUNSELING AND FINANCIAL COACHING; HOMEBUYER EDUCATION ONSITE AND ONLINE; AND CREDIT AND MONEY MANAGEMENT WORKSHOPS IN BOTH ENGLISH AND SPANISH. TRELLIS VOLUNTARILY ADOPTED THE NATIONAL INDUSTRY STANDARDS FOR HOMEOWNERSHIP AND COUNSELING WHICH ESTABLISHES STANDARDS FOR EDUCATION AND COUNSELING SERVICES AND SETS AGENCY TRAINING STANDARDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0570868
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0421875
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LA CIUDAD: THE PURPOSE OF LA CIUDAD IS TO OWN AND MANAGE THE 10,600 SQUARE FOOT OFFICE BUILDING THAT TRELLIS OCCUPIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0120975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04886539
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03168000
IRS990/PYInvestmentIncomeAmt01306
IRS990/PYOtherExpensesAmt0962431
IRS990/PYOtherRevenueAmt085723
IRS990/PYProgramServiceRevenueAmt01648605
IRS990/PYRevenuesLessExpensesAmt0681011
IRS990/PYSalariesCompEmpBnftPaidAmt01810731
IRS990/PYTotalExpensesAmt05941162

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,537,962
Liabilities
$2,845,916
Net assets
$9,692,046
Revenue
$2,885,592
Expenses
$2,846,106
Net income
$39,486
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
2017Detailed filing. Detailed filing data is available for this year.$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