Civic Intelligence

Trellis

990 • Fiscal year 2021 • EIN 51-0152395

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 18, 2022

Organization ProfileWWW.TRELLISAZ.ORG

View Organization Page

1405 E Mcdowell Rd 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

0.24x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.45x

Higher debt load relative to revenue than 67% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

9th percentile

-17%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

40th percentile

$145,696

Higher top officer pay than 40% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

6th percentile

-10%

Faster asset growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

14%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$12,864,711

Down $1,501,724 (-10%) from 2020

Net Assets

Down

$9,774,659

Down $1,141,085 (-10%) from 2020

Liabilities

Down

$3,090,052

Down $360,639 (-10%) from 2020

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin9th percentile

Revenue

Up

$6,814,482

Up $814,156 (+14%) from 2020

Expenses

Up

$7,955,567

Up $2,930,098 (+58%) from 2020

Net Income

Down

-$1,141,085

Down $2,115,942 (-217%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2021

Assets$12,864,711
Liabilities$3,090,052
Net Assets$9,774,659
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$6,814,482
Expenses$7,955,567
Net Income-$1,141,085
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 18, 2022
Return Version
2021v4.2
Gross Receipts
$6,859,876
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$5,852,587$5,290,267▼ $562,320
Land, Buildings, and Equipment, Net$1,925,971$2,003,933▲ $77,962
Investments Other Securities$139,813$573,013▲ $433,200
Savings and Temporary Cash Investments$162,181$545,045▲ $382,864
Cash and Non-Interest-Bearing Accounts$1,958,196$262,094▼ $1,696,102
Inventories for Sale or Use-$210,000-
Prepaid Expenses and Deferred Charges$80,059$90,051▲ $9,992
Accounts Receivable$353,554$55,865▼ $297,689
Pledges and Grants Receivable-$40,000-
Total Assets$14,366,435$12,864,711▼ $1,501,724
Other Assets Total$3,894,074$3,794,443▼ $99,631
Liabilities
Unsecured Notes Loans Payable$2,048,548$1,858,470▼ $190,078
Mortgage Notes Payable Secured by Investment Property$457,241$430,418▼ $26,823
Other Liabilities$289,813$323,013▲ $33,200
Deferred Revenue$226,650$278,543▲ $51,893
Accounts Payable and Accrued Expenses$428,439$199,608▼ $228,831
Total Liabilities$3,450,691$3,090,052▼ $360,639
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,639,506$8,610,906▼ $1,028,600
Net Assets With Donor Restrictions$1,276,238$1,163,753▼ $112,485
Total Net Assets Fund Balance$10,915,744$9,774,659▼ $1,141,085
Total Liabilities and Net Assets / Fund Balance$14,366,435$12,864,711▼ $1,501,724

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,511,919$1,043,360$2,555,279
Land$458,964-$458,964
Equipment$33,050$122,154$155,204
Other Assets Org$3,794,443--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$100,000---$100,000
2020$453,496--$353,496$100,000
2019$604,994--$151,498$453,496
2018$821,419-▲ $864$217,289$604,994
2017$1,130,599-▲ $5,012$314,192$821,419
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Duarte Patricia GarciaPresident/CEOFT$141,226$4,470$145,696
Mccabe JoelChief Operating OfficerFT$112,000$10,388$122,388

Board Members and Trustees

NameTitle
James Abraham B IiiChair
Busching MarciaVice Chair
Chin Foo AngeloDirector
Faussette SummerDirector
Longoria DavidDirector
Montes GinaDirector
O'CONNELL TIMDirector
Roberts CyndiDirector
Romero MichaelDirector
Solorio ChristianDirector
Thomas KatieDirector
Wells KateDirector
Hager Eisenbarth CjDirector (thru 8/2021)
Thakkar SimaSecretary
Miller JamesonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,227,998
Program Service Revenue
$1,110,041
Investment Income
$28
Other Revenue
$476,415
All Other Contributions
$974,445
Change in Net Assets
$-1,141,085

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
Real Estate Residential1$210,000Fair Market Value (FMV)
Other Non Cash Contri Table1$613-
Total Noncash Contributions2$210,613-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,358,878
Salaries, Compensation, and Employee Benefits$1,738,811
Other Expenses$857,878
Total Fundraising Expense$93,124
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,409,605--$3,409,605
Grants to Domestic Orgs$1,949,273--$1,949,273
Other Salaries and Wages$963,193$239,806$36,589$1,239,588
Fees for Services Other$279,807$5,420$23,632$308,859
Current Officers, Directors, Trustees, and Key Employees$116,268$135,790$16,026$268,084
Payroll Taxes$66,540$34,196$4,980$105,716
Interest$103,431--$103,431
Other Employee Benefits$82,366$16,113$1,560$100,039
Depreciation Depletion$71,171$7,449-$78,620
Insurance$54,269$3,308$427$58,004
Office Expenses$42,114$12,790$1,283$56,187
Fees for Services Accounting-$41,050-$41,050
Advertising$31,605$1,690$1,135$34,430
Pension Plan Contributions$15,302$8,898$1,184$25,384
Other Expenses$10,027$2,659$1,236$13,922
Fees for Services Legal$4,562$2,321-$6,883
Travel$2,875$1,379-$4,254
Total Functional Expenses$7,321,346$541,097$93,124$7,955,567
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trellis Community DevelopmentPhoenix, AZ501(c)(3)Capital Support of Affordable Housing Projects$1,949,273
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,947
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
45th Anniversay Event$105,470-$25,947-
Total Events$105,470-$25,947$-25,947
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$173,013
Due to Affiliate$150,000
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 topic creating he 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.”

Filing and Contact Details

Filer

Filer Name
Trellis
EIN
51-0152395
Phone
6022581659
Address
1405 E MCDOWELL RD 100, PHOENIX, AZ 85006

Signing Officer

Name
Michael Trailor
Title
President/CEO
Phone
6022581659
Signed
2022-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Trailor
Formed
1975
Legal Domicile
Az
Voting Board Members
14
Independent Board Members
14
Employees
30
Volunteers
43

Preparer

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

Financial Statement Notes

PART V, LINE 4:

“In accordance with the organization's nwa fund agreement, the organization may use the restricted net assets to fund mortgage loan losses.”

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, 2021, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 803 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/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/ReportableCompFromOrgAmt15141226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16112000
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/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 (THRU 8/2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0105470
IRS990/FundraisingDirectExpensesAmt025947
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt04145323
IRS990/GrantAmt03239605
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03409605
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03409605
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01949273
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01949273
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06859876
IRS990/GrossRentsGrp/RealAmt019447
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0427
IRS990/InsuranceGrp/ManagementAndGeneralAmt03308
IRS990/InsuranceGrp/ProgramServicesAmt054269
IRS990/InsuranceGrp/TotalAmt058004
IRS990/InterestGrp/ProgramServicesAmt0103431
IRS990/InterestGrp/TotalAmt0103431
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0210000
IRS990/InvestmentIncomeGrp/ExclusionAmt028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0139813
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0573013
IRS990/IRPDocumentCnt0365
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01165514
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01925971
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02003933
IRS990/LandBldgEquipCostOrOtherBssAmt03169447
IRS990/LegalDomicileStateCd0AZ
IRS990/LessRentalExpensesGrp/RealAmt019447
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/BOYAmt0457241
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0430418
IRS990/NetAssetsOrFundBalancesBOYAmt010915744
IRS990/NetAssetsOrFundBalancesEOYAmt09774659
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-25947
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-25947
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt04548
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09639506
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08610906
IRS990/NoncashContributionsAmt0210613
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01283
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012790
IRS990/OfficeExpensesGrp/ProgramServicesAmt042114
IRS990/OfficeExpensesGrp/TotalAmt056187
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03894074
IRS990/OtherAssetsTotalGrp/EOYAmt03794443
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01560
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016113
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt082366
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0100039
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt04242
IRS990/OtherExpensesGrp/FundraisingAmt1547
IRS990/OtherExpensesGrp/FundraisingAmt2283
IRS990/OtherExpensesGrp/FundraisingAmt31236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016055
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28473
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32659
IRS990/OtherExpensesGrp/ProgramServicesAmt063947
IRS990/OtherExpensesGrp/ProgramServicesAmt133457
IRS990/OtherExpensesGrp/ProgramServicesAmt221534
IRS990/OtherExpensesGrp/ProgramServicesAmt310027
IRS990/OtherExpensesGrp/TotalAmt084244
IRS990/OtherExpensesGrp/TotalAmt137704
IRS990/OtherExpensesGrp/TotalAmt230290
IRS990/OtherExpensesGrp/TotalAmt313922
IRS990/OtherLiabilitiesGrp/BOYAmt0289813
IRS990/OtherLiabilitiesGrp/EOYAmt0323013
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1561499
IRS990/OtherRevenueMiscGrp/BusinessCd2561499
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1RECOVERY OF BAD DEBT
IRS990/OtherRevenueMiscGrp/Desc2OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0320686
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1162000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt219676
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0320686
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1162000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt219676
IRS990/OtherRevenueTotalAmt0502362
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036589
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0239806
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0963193
IRS990/OtherSalariesAndWagesGrp/TotalAmt01239588
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05852587
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt05290267
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04980
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt034196
IRS990/PayrollTaxesGrp/ProgramServicesAmt066540
IRS990/PayrollTaxesGrp/TotalAmt0105716
IRS990/PensionPlanContributionsGrp/FundraisingAmt01184
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08898
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015302
IRS990/PensionPlanContributionsGrp/TotalAmt025384
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt040000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt080059
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt090051
IRS990/PrincipalOfficerNm0MICHAEL TRAILOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522292
IRS990/ProgramServiceRevenueGrp/BusinessCd1624200
IRS990/ProgramServiceRevenueGrp/BusinessCd2541990
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING & ORIGI
IRS990/ProgramServiceRevenueGrp/Desc1EMERGENCY ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc2HOME BUYER EDUCATION &
IRS990/ProgramServiceRevenueGrp/Desc3AFFORDABLE HOUSING DEV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0386918
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1364394
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2102312
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt377620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0565715
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1364394
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2102312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt377620
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt0178797
IRS990/ProgSrvcAccomActy2Grp/Desc0LOAN AND LENDING SERVICES - TRELLIS IS A LICENSED MORTGAGE BANK IN THE STATE OF ARIZONA AND A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) APPROVED SECONDARY LENDER. TRELLIS ORIGINATES AND SERVICES FIRST AND SECOND MORTGAGE LOANS AND DOWN PAYMENT/CLOSING COST ASSISTANCE. TRELLIS DEVELOPS AND/OR ADMINISTERS SPECIAL MORTGAGE PROGRAMS DESIGNED TO MEET THE CREDIT NEEDS OF ALL BORROWERS, PARTICULARLY LOW-TO-MODERATE INCOME BORROWERS. LOAN TERMS MAY VARY FROM CONVENTIONAL INTEREST-BEARING, FULLY-AMORTIZING LOANS TO FULLY-FORGIVABLE LOANS THAT SUBSIDIZE HOME PURCHASES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0872094
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0170000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0548918
IRS990/ProgSrvcAccomActy3Grp/Desc0HOMEBUYER EDUCATION, COUNSELING AND FINANCIAL COACHING - 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/ProgSrvcAccomActy3Grp/ExpenseAmt0311492
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0102312
IRS990/ProgSrvcAccomActyOtherGrp/Desc01) COMMUNITY BUILDING AND ENGAGEMENT - TRELLIS SUPPORTS SMALL BUSINESS AND RESIDENT ENGAGEMENT, LEADERSHIP AND PARTICIPATION IN THE REVITALIZATION OF A LOCAL COMMERICAL CORRIDOR. 2) LA CUIDAD - TO OWN AND MANAGE THE ORGANIZATION'S CORPORATE OFFICE BUILDING3) TRELLIS REALTY - TO SELL PROPERTIES OWNED BY TRELLIS, ASSIST CLIENTS IN SELLING AND PURCHASING PROPERTIES NOT OWNED BY TRELLIS AND LIST PROPERTIES OWNED BY THE CITY OF PHOENIX FOR SALE TO FIRST TIME HOMEBUYERS. 4) TRELLIS COMMUNITY DEVELOPMENT - LOW INCOME HOUSING DEVELOPMENT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02671852
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01949273
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0417982
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04478045
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02935300
IRS990/PYInvestmentIncomeAmt03524
IRS990/PYOtherExpensesAmt0560889

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,864,711
Liabilities
$3,090,052
Net assets
$9,774,659
Revenue
$6,814,482
Expenses
$7,955,567
Net income
-$1,141,085
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