Civic Intelligence

Neighborhood Housing Services of Phoenix

990 • Fiscal year 2018 • EIN 51-0152395

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 24, 2019

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

50th percentile

0.22x

Higher debt load relative to assets than 50% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

1.35x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$137,148

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

52nd percentile

2.4%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$12,833,711

Up $295,749 (+2.4%) from 2017

Net Assets

Up

$10,067,989

Up $375,943 (+3.9%) from 2017

Liabilities

Down

$2,765,722

Down $80,194 (-2.8%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin74th percentile

Revenue

Down

$2,055,548

Down $830,044 (-29%) from 2017

Expenses

Down

$1,731,040

Down $1,115,066 (-39%) from 2017

Net Income

Up

$324,508

Up $285,022 (+722%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2018

Assets$12,833,711
Liabilities$2,765,722
Net Assets$10,067,989
Open 2018 Filing

Operations Trend

Revenue Growth9th 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

2018

Revenue$2,055,548
Expenses$1,731,040
Net Income$324,508
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 24, 2019
Return Version
2018v3.1
Gross Receipts
$2,074,855
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 2018, trellis created 87 new homeowners; assisted 1,124 individuals with housing advice, education and coaching; helped homebuyers secure $5.8m in mortgages; and managed over $16m in its mortgage portfolio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,633,452$5,473,970▲ $840,518
Cash and Non-Interest-Bearing Accounts$2,518,531$3,800,605▲ $1,282,074
Inventories for Sale or Use$2,862,059--
Land, Buildings, and Equipment, Net$2,166,101$2,011,381▼ $154,720
Pledges and Grants Receivable$100,000$100,000→ $0
Investments Other Securities$70,494$81,725▲ $11,231
Prepaid Expenses and Deferred Charges$88,338$79,721▼ $8,617
Accounts Receivable$98,987$76,608▼ $22,379
Total Assets$12,537,962$12,833,711▲ $295,749
Other Assets Total$0$1,209,701▲ $1,209,701
Liabilities
Unsecured Notes Loans Payable$1,937,370$1,684,596▼ $252,774
Mortgage Notes Payable Secured by Investment Property$527,378$504,242▼ $23,136
Deferred Revenue$142,133$394,297▲ $252,164
Accounts Payable and Accrued Expenses$106,427$100,862▼ $5,565
Other Liabilities$128,828$81,725▼ $47,103
Escrow Account Liability$3,780--
Total Liabilities$2,845,916$2,765,722▼ $80,194
Net Assets / Fund Balance
Unrestricted Net Assets$7,484,445$7,987,208▲ $502,763
Temporarily Rstr Net Assets$1,486,182$1,475,787▼ $10,395
Permanently Rstr Net Assets$721,419$604,994▼ $116,425
Total Net Assets Fund Balance$9,692,046$10,067,989▲ $375,943
Total Liabilities and Net Assets / Fund Balance$12,537,962$12,833,711▲ $295,749

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,535,501$861,763$2,397,264
Land$458,964-$458,964
Equipment$16,916$134,788$151,704
Other Assets Org$1,209,701--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$821,419-▲ $864$-217,289$604,994
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
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia Garcia DuartePresident & CEOFT$133,100$4,048$137,148
Joel MccabeCOOFT$87,700$6,115$93,815

Board Members and Trustees

NameTitle
Art PerezChair
Ramona Martinez-tovarVice Chair
Abraham James Joined 329Director
Alicia O RuizDirector
Angelo Chin FooDirector
Christoph KaiserDirector
Cj Eisenbarth HagerDirector
Dave BrownDirector
Deanna Jonovich Thru 21Director
Elizabeth ChavezDirector
Elora DiazDirector
Katherine WellsDirector
Marica J BuschingDirector
Reid ButlerDirector
Sarah Gonzalez Thru 81Director
Sima Thakkar Joined 96Director
Gina MontesSecretary
Robert ParsonsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,235,749
Program Service Revenue
$670,639
Investment Income
$1,531
Other Revenue
$147,629
All Other Contributions
$646,840
Change in Net Assets
$324,508

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$146,691Difference Between M
Other Non Cash Contri Table1$138Fair Market Value (FMV)
Total Noncash Contributions3$146,829-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,104,150
Other Expenses$609,842
Total Fundraising Expense$54,173
Grants and Similar Amounts Paid$17,048
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$545,447$173,908$3,661$723,016
Current Officers, Directors, Trustees, and Key Employees$84,737$114,274$29,252$228,263
Fees for Services Other$54,910$72,122$15,033$142,065
Interest$100,494--$100,494
Office Expenses$76,438$13,237$617$90,292
Payroll Taxes$58,984$18,088$1,573$78,645
Other Employee Benefits$42,789$15,915$731$59,435
Depreciation Depletion$51,228$3,194-$54,422
Insurance$33,003$3,098$196$36,297
Advertising$34,213$516$1,012$35,741
Other Expenses$19,965$831$76$20,872
Grants to Domestic Individuals$17,048--$17,048
All Other Expenses$10,783$4,646$695$16,124
Pension Plan Contributions$10,593$3,903$295$14,791
Travel$6,519$4,219$195$10,933
Occupancy$1,405$864-$2,269
Total Functional Expenses$1,232,577$444,290$54,173$1,731,040
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$81,725
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

“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.”

FORM 990, PART VI, SECTION C, LINE 19:

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

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
2019-09-24
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
29
Volunteers
116

Preparer

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

Additional Explanations

Form 990, Part III, Line 3

“Trellis' affordable housing development program was transferred to its related affiliate, trellis community development.”

FORM 990, PART XI, LINE 9:

“Transfer from affiliate 51,435.”

Financial Statement Notes

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, 2018, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 761 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 2018, TRELLIS CREATED 87 NEW HOMEOWNERS; ASSISTED 1,124 INDIVIDUALS WITH HOUSING ADVICE, EDUCATION AND COACHING; HELPED HOMEBUYERS SECURE $5.8M IN MORTGAGES; AND MANAGED OVER $16M IN ITS MORTGAGE PORTFOLIO.
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IRS990/Form990PartVIISectionAGrp/PersonNm10MARICA J BUSCHING
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH GONZALEZ THRU 81
IRS990/Form990PartVIISectionAGrp/PersonNm12ELIZABETH CHAVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13DEANNA JONOVICH THRU 21
IRS990/Form990PartVIISectionAGrp/PersonNm14ABRAHAM JAMES JOINED 329
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTOPH KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm16ELORA DIAZ
IRS990/Form990PartVIISectionAGrp/PersonNm17SIMA THAKKAR JOINED 96
IRS990/Form990PartVIISectionAGrp/PersonNm18PATRICIA GARCIA DUARTE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOEL 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/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18133100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1987700
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/ReportableCompFromRltdOrgAmt190
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/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0588909
IRS990/GrantAmt017048
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017048
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017048
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02074855
IRS990/GrossRentsGrp/RealAmt019307
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0196
IRS990/InsuranceGrp/ManagementAndGeneralAmt03098
IRS990/InsuranceGrp/ProgramServicesAmt033003
IRS990/InsuranceGrp/TotalAmt036297
IRS990/InterestGrp/ProgramServicesAmt0100494
IRS990/InterestGrp/TotalAmt0100494
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02862059
IRS990/InvestmentIncomeGrp/ExclusionAmt01531
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01531
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt070494
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt081725
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0996551
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02166101
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02011381
IRS990/LandBldgEquipCostOrOtherBssAmt03007932
IRS990/LegalDomicileStateCd0AZ
IRS990/LessRentalExpensesGrp/RealAmt019307
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/BOYAmt0527378
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0504242
IRS990/NetAssetsOrFundBalancesBOYAmt09692046
IRS990/NetAssetsOrFundBalancesEOYAmt010067989
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0146829
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0864
IRS990/OccupancyGrp/ProgramServicesAmt01405
IRS990/OccupancyGrp/TotalAmt02269
IRS990/OfficeExpensesGrp/FundraisingAmt0617
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013237
IRS990/OfficeExpensesGrp/ProgramServicesAmt076438
IRS990/OfficeExpensesGrp/TotalAmt090292
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01209701
IRS990/OtherChangesInNetAssetsAmt051435
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0731
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015915
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt042789
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059435
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0555
IRS990/OtherExpensesGrp/FundraisingAmt1282
IRS990/OtherExpensesGrp/FundraisingAmt276
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2831
IRS990/OtherExpensesGrp/ProgramServicesAmt038906
IRS990/OtherExpensesGrp/ProgramServicesAmt121221
IRS990/OtherExpensesGrp/ProgramServicesAmt223894
IRS990/OtherExpensesGrp/ProgramServicesAmt319965
IRS990/OtherExpensesGrp/TotalAmt051336
IRS990/OtherExpensesGrp/TotalAmt125103
IRS990/OtherExpensesGrp/TotalAmt223894
IRS990/OtherExpensesGrp/TotalAmt320872
IRS990/OtherLiabilitiesGrp/BOYAmt0128828
IRS990/OtherLiabilitiesGrp/EOYAmt081725
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt085027
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt162602
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt085027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt162602
IRS990/OtherRevenueTotalAmt0147629
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03661
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0173908
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0545447
IRS990/OtherSalariesAndWagesGrp/TotalAmt0723016
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt04633452
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05473970
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01573
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018088
IRS990/PayrollTaxesGrp/ProgramServicesAmt058984
IRS990/PayrollTaxesGrp/TotalAmt078645
IRS990/PensionPlanContributionsGrp/FundraisingAmt0295
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03903
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010593
IRS990/PensionPlanContributionsGrp/TotalAmt014791
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0721419
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0604994
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0100000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088338
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt079721
IRS990/PrincipalOfficerNm0PATRICIA DUARTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING & ORIGI
IRS990/ProgramServiceRevenueGrp/Desc1AFFORDABLE HOUSING DEV
IRS990/ProgramServiceRevenueGrp/Desc2HOME BUYER EDUCATION &
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0352541
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1159276
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2158822
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0352541
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1159276
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2158822
IRS990/ProgSrvcAccomActy2Grp/Desc0HOMEBUYER EDUCATION AND COUNSELING: TRELLIS OFFERS ONE-ON-ONE AND PRE- AND POST-PURCHASE 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/ProgSrvcAccomActy2Grp/ExpenseAmt0424164
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0158822
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES INCLUDE THE FOLLOWING: 1) LA CIUDAD - THE PURPOSE IS TO OWN AND MANAGE THE BUILDING THAT TRELLIS OCCUPIES. 2) TRELLIS REALTY - THE PURPOSE IS TO SELL TRELLIS-OWNED PROPERTIES AS WELL AS ASSISTING CLIENTS TO SELL AND PURCHASE NON-TRELLIS-OWNED PROPERTY. 3) AFFORDABLE HOUSING DEVELOPMENT - PURPOSE IS TO DEVELOP AND REHABILITIATE AFFORDABLE SINGLE AND MULTI-FAMILY HOMES IN NEIGHBORHOODS TARGETED FOR REVITALIZATION.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0262937
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0159276
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01610192
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0237000
IRS990/PYInvestmentIncomeAmt0103431
IRS990/PYOtherExpensesAmt0871487
IRS990/PYOtherRevenueAmt0132351
IRS990/PYProgramServiceRevenueAmt01039618
IRS990/PYRevenuesLessExpensesAmt039486
IRS990/PYSalariesCompEmpBnftPaidAmt01737619

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,833,711
Liabilities
$2,765,722
Net assets
$10,067,989
Revenue
$2,055,548
Expenses
$1,731,040
Net income
$324,508
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $10M-$25M nonprofits