Civic Intelligence

Trellis

990 • Fiscal year 2019 • EIN 51-0152395

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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

56th percentile

0.26x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

1.23x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

23rd percentile

-4.5%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$141,224

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

54th percentile

4.6%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

38%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$13,421,745

Up $588,034 (+4.6%) from 2018

Net Assets

Down

$9,940,885

Down $127,104 (-1.3%) from 2018

Liabilities

Up

$3,480,860

Up $715,138 (+26%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin23rd percentile

Revenue

Up

$2,827,437

Up $771,889 (+38%) from 2018

Expenses

Up

$2,954,541

Up $1,223,501 (+71%) from 2018

Net Income

Down

-$127,104

Down $451,612 (-139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$13,421,745
Liabilities$3,480,860
Net Assets$9,940,885
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$2,827,437
Expenses$2,954,541
Net Income-$127,104
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Gross Receipts
$2,848,552
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,473,970$5,931,750▲ $457,780
Cash and Non-Interest-Bearing Accounts$3,800,605$2,734,704▼ $1,065,901
Land, Buildings, and Equipment, Net$2,011,381$1,949,921▼ $61,460
Savings and Temporary Cash Investments$0$702,167▲ $702,167
Accounts Receivable$76,608$134,027▲ $57,419
Investments Other Securities$81,725$111,971▲ $30,246
Pledges and Grants Receivable$100,000$80,000▼ $20,000
Prepaid Expenses and Deferred Charges$79,721$77,371▼ $2,350
Total Assets$12,833,711$13,421,745▲ $588,034
Other Assets Total$1,209,701$1,699,834▲ $490,133
Liabilities
Unsecured Notes Loans Payable$1,684,596$1,740,629▲ $56,033
Other Liabilities$81,725$611,971▲ $530,246
Deferred Revenue$394,297$515,434▲ $121,137
Mortgage Notes Payable Secured by Investment Property$504,242$483,072▼ $21,170
Accounts Payable and Accrued Expenses$100,862$129,754▲ $28,892
Total Liabilities$2,765,722$3,480,860▲ $715,138
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,987,208$8,324,751▲ $337,543
Net Assets With Donor Restrictions$2,080,781$1,616,134▼ $464,647
Total Net Assets Fund Balance$10,067,989$9,940,885▼ $127,104
Total Liabilities and Net Assets / Fund Balance$12,833,711$13,421,745▲ $588,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,476,964$920,299$2,397,263
Land$458,964-$458,964
Equipment$13,993$116,065$130,058
Other Assets Org$1,699,834--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$604,994-→ $0$151,498$453,496
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$1,133,248
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia Garcia DuartePresident & CEOFT$137,106$4,118$141,224
Joel MccabeCOOFT$106,390$9,950$116,340

Board Members and Trustees

NameTitle
Gina MontesChair
Ramona MartinezVice Chair
Abraham JamesDirector
Alicia O RuizDirector
Angelo Chin FooDirector
Chase BrowningDirector
Christoph KaiserDirector
Cj Eisenbarth HagerDirector
Cyndi RobertsDirector
Dave BrownDirector
Elizabeth ChavezDirector
Jameson MillerDirector
Katherine WellsDirector
Marcia J BuschingDirector
Reid ButlerDirector
Summer FaussetteDirector
Sima ThakkarSecretary
Art PerezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,706,816
Program Service Revenue
$824,215
Investment Income
$3,329
Other Revenue
$293,077
All Other Contributions
$1,164,764
Change in Net Assets
$-127,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,436,730
Other Expenses$822,811
Grants and Similar Amounts Paid$695,000
Total Fundraising Expense$49,017
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$790,001$187,119$2,408$979,528
Grants to Domestic Orgs$500,000--$500,000
Current Officers, Directors, Trustees, and Key Employees$110,522$121,622$25,420$257,564
Grants to Domestic Individuals$195,000--$195,000
Fees for Services Other$126,484$11,263$16,252$153,999
Payroll Taxes$73,893$28,347$2,220$104,460
Interest$100,661--$100,661
Other Employee Benefits$59,179$16,178-$75,357
Office Expenses$50,748$16,591$385$67,724
Depreciation Depletion$48,554$5,309-$53,863
Insurance$43,471$2,882$130$46,483
Fees for Services Accounting-$38,250-$38,250
Advertising$31,691$1,729$872$34,292
Other Expenses$16,628$5,892$414$22,934
Travel$15,765$5,196$19$20,980
Pension Plan Contributions$12,501$7,224$96$19,821
All Other Expenses$13,215$3,833$184$17,232
Fees for Services Legal-$12,535-$12,535
Total Functional Expenses$2,425,016$480,508$49,017$2,954,541
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trellis Community DevelopmentPhoenix, AZ501(c)(3)Construction of Affordable Housing Properties$500,000
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 Affiliate$500,000
Deferred Compensation Liability$111,971
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Duarte
Formed
1975
Legal Domicile
Az
Voting Board Members
18
Independent Board Members
18
Employees
24
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 4

“Overall program accomplishments for 2019: in 2019, trellis helped create 142 new homeowners; originated 106 loans for homebuyers; assisted 2,001 new clients with housing counseling, education and financial coaching services; helped homebuyers secure $13.8m in mortgages; and managed over $17.5m in its mortgage portfolio. More than 100 individuals in the financial capability program set up asset building products to help with their financial goals with an average savings of $2,861; an average debt reduction of $1,382; and an average credit score increase of 70 points per individual. Trellis also helped 10 clients establish a credit score for the first time. Since 1975, trellis and its affiliates have helped 3,713 families purchase their first home, built or rehabilitated 318 homes, educated or counseled 44,303 families or individuals in financial management and/or how to buy a home, originated and/or facilitated more than 2,100 mortgage loans totaling $159mm and saved more than 4,800 struggling homeowners from foreclosure.”

Financial Statement Notes

PART V, LINE 4:

“In accordance with the organization's 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, 2019, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 787 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/Form990PartVIISectionAGrp/PersonNm5KATHERINE WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARCIA J BUSCHING
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH CHAVEZ
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMESON MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9ABRAHAM JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRISTOPH KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHASE BROWNING
IRS990/Form990PartVIISectionAGrp/PersonNm12SUMMER FAUSSETTE
IRS990/Form990PartVIISectionAGrp/PersonNm13CYNDI ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm14GINA MONTES
IRS990/Form990PartVIISectionAGrp/PersonNm15RAMONA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm16ART PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm17SIMA THAKKAR
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/ReportableCompFromOrgAmt18137106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19106390
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0542052
IRS990/GrantAmt0195000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0195000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0195000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02848552
IRS990/GrossRentsGrp/RealAmt021115
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0130
IRS990/InsuranceGrp/ManagementAndGeneralAmt02882
IRS990/InsuranceGrp/ProgramServicesAmt043471
IRS990/InsuranceGrp/TotalAmt046483
IRS990/InterestGrp/ProgramServicesAmt0100661
IRS990/InterestGrp/TotalAmt0100661
IRS990/InvestmentIncomeGrp/ExclusionAmt03329
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03329
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt081725
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0111971
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01036364
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02011381
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01949921
IRS990/LandBldgEquipCostOrOtherBssAmt02986285
IRS990/LegalDomicileStateCd0AZ
IRS990/LessRentalExpensesGrp/RealAmt021115
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/BOYAmt0504242
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0483072
IRS990/NetAssetsOrFundBalancesBOYAmt010067989
IRS990/NetAssetsOrFundBalancesEOYAmt09940885
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-67350
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07987208
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08324751
IRS990/NoncashContributionsAmt0317
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0385
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016591
IRS990/OfficeExpensesGrp/ProgramServicesAmt050748
IRS990/OfficeExpensesGrp/TotalAmt067724
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01209701
IRS990/OtherAssetsTotalGrp/EOYAmt01699834
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016178
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059179
IRS990/OtherEmployeeBenefitsGrp/TotalAmt075357
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0456
IRS990/OtherExpensesGrp/FundraisingAmt1161
IRS990/OtherExpensesGrp/FundraisingAmt2414
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13672
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25892
IRS990/OtherExpensesGrp/ProgramServicesAmt0158600
IRS990/OtherExpensesGrp/ProgramServicesAmt155202
IRS990/OtherExpensesGrp/ProgramServicesAmt222901
IRS990/OtherExpensesGrp/ProgramServicesAmt316628
IRS990/OtherExpensesGrp/TotalAmt0158600
IRS990/OtherExpensesGrp/TotalAmt168524
IRS990/OtherExpensesGrp/TotalAmt226734
IRS990/OtherExpensesGrp/TotalAmt322934
IRS990/OtherLiabilitiesGrp/BOYAmt081725
IRS990/OtherLiabilitiesGrp/EOYAmt0611971
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/Desc1MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0210792
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt182285
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0210792
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt182285
IRS990/OtherRevenueTotalAmt0293077
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02408
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0187119
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0790001
IRS990/OtherSalariesAndWagesGrp/TotalAmt0979528
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05473970
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05931750
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02220
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028347
IRS990/PayrollTaxesGrp/ProgramServicesAmt073893
IRS990/PayrollTaxesGrp/TotalAmt0104460
IRS990/PensionPlanContributionsGrp/FundraisingAmt096
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07224
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012501
IRS990/PensionPlanContributionsGrp/TotalAmt019821
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0100000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt080000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079721
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt077371
IRS990/PrincipalOfficerNm0PATRICIA DUARTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531390
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2531390
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING & ORIGI
IRS990/ProgramServiceRevenueGrp/Desc1HOME BUYER EDUCATION &
IRS990/ProgramServiceRevenueGrp/Desc2AFFORDABLE HOUSING DEV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0560017
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166452
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt297746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0560017
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt297746
IRS990/ProgSrvcAccomActy2Grp/Desc0HOMEBUYER EDUCATION AND COUNSELING: TRELLIS IS A HUD-APPROVED COUNSELING AGENCY THROUGH AFFILIATION WITH NEIGHBORWORKS AMERICA, HUD INTERMEDIARY. TRELLIS OFFERS ONE-ON-ONE AND PRE- AND POST-PURCHASE 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. TRELLIS HAS THREE HOUSING COUNSELORS WHO MEET THE EXPANDED DODD-FRANK HUD COUNSELOR CERTIFICATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0399287
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0166452
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY BUILDING AND ENGAGEMENT: SUPPORTS A COMMERCIAL CORRIDOR FOCUSING ON LOCAL SMALL BUSINESS AND RESIDENT ENGAGEMENT LEADERSHIP AND PARTICIPATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0125504
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES SERVE THE FOLLOWING NEEDS: 1) LA CIUDAD - TO OWN AND MANAGE THE BUILDING THAT TRELLIS OCCUPIES. 2) TRELLIS REALTY - TO SELL TRELLIS-OWNED PROPERTIES AS WELL AS ASSISTING CLIENTS TO SELL AND PURCHASE NON-TRELLIS-OWNED PROPERTY.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0822001
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0500000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0390823
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01235749

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,421,745
Liabilities
$3,480,860
Net assets
$9,940,885
Revenue
$2,827,437
Expenses
$2,954,541
Net income
-$127,104
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