Civic Intelligence

Trellis

990 • Fiscal year 2022 • EIN 51-0152395

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

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

69th percentile

0.37x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

2.01x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

23rd percentile

-3.9%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

21st percentile

$95,120

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$15,452,926

Up $2,588,215 (+20%) from 2021

Net Assets

Down

$9,662,572

Down $112,087 (-1.1%) from 2021

Liabilities

Up

$5,790,354

Up $2,700,302 (+87%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin23rd percentile

Revenue

Down

$2,874,307

Down $3,940,175 (-58%) from 2021

Expenses

Down

$2,986,394

Down $4,969,173 (-62%) from 2021

Net Income

Up

-$112,087

Up $1,028,998 (+90%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2022

Assets$15,452,926
Liabilities$5,790,354
Net Assets$9,662,572
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$2,874,307
Expenses$2,986,394
Net Income-$112,087
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$2,906,399
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 2022, trellis created 183 first-time homeowners; counseled 425 households; educated 321 households; developed 20 single-family homes; and provided 74 households with mortgage loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,290,267$4,938,760▼ $351,507
Land, Buildings, and Equipment, Net$2,003,933$1,953,874▼ $50,059
Cash and Non-Interest-Bearing Accounts$262,094$1,741,016▲ $1,478,922
Inventories for Sale or Use$210,000--
Investments Other Securities$573,013$156,000▼ $417,013
Savings and Temporary Cash Investments$545,045$152,028▼ $393,017
Prepaid Expenses and Deferred Charges$90,051$86,419▼ $3,632
Accounts Receivable$55,865$82,926▲ $27,061
Pledges and Grants Receivable$40,000--
Total Assets$12,864,711$15,452,926▲ $2,588,215
Other Assets Total$3,794,443$6,341,903▲ $2,547,460
Liabilities
Unsecured Notes Loans Payable$1,858,470$3,294,113▲ $1,435,643
Accounts Payable and Accrued Expenses$199,608$1,929,033▲ $1,729,425
Mortgage Notes Payable Secured by Investment Property$430,418--
Deferred Revenue$278,543$376,973▲ $98,430
Other Liabilities$323,013$190,235▼ $132,778
Total Liabilities$3,090,052$5,790,354▲ $2,700,302
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,610,906$8,266,618▼ $344,288
Net Assets With Donor Restrictions$1,163,753$1,395,954▲ $232,201
Total Net Assets Fund Balance$9,774,659$9,662,572▼ $112,087
Total Liabilities and Net Assets / Fund Balance$12,864,711$15,452,926▲ $2,588,215

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,444,576$1,125,537$2,570,113
Land$458,964-$458,964
Equipment$50,334$125,712$176,046
Other Assets Org$3,121,066--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$100,000---$100,000
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
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mccabe JoelCOO (thru 9/2/22)PT$87,783$7,337$95,120
Trailor MichaelCEOPT$84,158$2,850$87,008
Duarte Patricia GarciaCEO (thru 3/11/22)PT$42,946$1,089$44,035
Feight JefferyCFOPT$37,172$1,710$38,882

Board Members and Trustees

NameTitle
James Abraham B IiiChair
Busching MarciaVice Chair
Chaves PedroDirector
Chin Foo AngeloDirector
Garcia FabioDirector
Jaramillo GabrielDirector
Longoria DavidDirector
Montes GinaDirector
O'CONNELL TIMDirector
Roberts CyndiDirector
Romero MichaelDirector
Scheel BillDirector
Solorio ChristianDirector
Thomas KatieDirector
Faussette SummerDirector (thru 10/05/2022)
Thakkar SimaSecretary
Miller JamesonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,735,296
Program Service Revenue
$560,758
Investment Income
$222
Other Revenue
$578,031
All Other Contributions
$1,303,035
Change in Net Assets
$-112,087

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table3$377,790Difference Between M
Total Noncash Contributions3$377,790-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,883,668
Other Expenses$952,726
Grants and Similar Amounts Paid$150,000
Total Fundraising Expense$81,880
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,042,413$273,154$41,987$1,357,554
Fees for Services Other$238,594$74,966$7,735$321,295
Current Officers, Directors, Trustees, and Key Employees$32,342$222,438$10,265$265,045
Grants to Domestic Individuals$150,000--$150,000
Payroll Taxes$90,116$43,074$4,491$137,681
Interest$110,190--$110,190
Other Employee Benefits$68,049$24,877$2,331$95,257
Depreciation Depletion$75,554$8,498$423$84,475
Insurance$59,360$4,948$454$64,762
Office Expenses$45,070$14,350$1,247$60,667
Fees for Services Accounting-$55,306-$55,306
Other Expenses$25,584$4,745$369$30,698
Pension Plan Contributions$18,515$8,370$1,246$28,131
Advertising$12,273$1,216$1,279$14,768
Fees for Services Legal$11,347--$11,347
Travel$6,520$1,469-$7,989
Total Functional Expenses$2,128,986$775,528$81,880$2,986,394
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$156,000
Opearting Lease Liability$34,235
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 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.”

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
Brenda Lopez
Title
Interim CEO
Phone
6022581659
Signed
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Lopez
Formed
1975
Legal Domicile
Az
Voting Board Members
16
Independent Board Members
16
Employees
30
Volunteers
30

Preparer

Firm
Baker Tilly US Llp
Address
2055 E WARNER RD STE 101, TEMPE, AZ 85284
Preparer
Sharlynn Garza
Phone
4808394900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees: program service expenses 238,594. Management and general expenses 74,966. Fundraising expenses 7,735. Total expenses 321,295.”

FORM 990, PART XII, LINE 2C:

“There was no change in this process from the prior year.”

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, 2022, 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/ActivityOrMissionDesc0TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING. IN 2022, TRELLIS CREATED 183 FIRST-TIME HOMEOWNERS; COUNSELED 425 HOUSEHOLDS; EDUCATED 321 HOUSEHOLDS; DEVELOPED 20 SINGLE-FAMILY HOMES; AND PROVIDED 74 HOUSEHOLDS WITH MORTGAGE LOANS.
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IRS990/Form990PartVIISectionAGrp/PersonNm5LONGORIA DAVID
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS KATIE
IRS990/Form990PartVIISectionAGrp/PersonNm7ROMERO MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm8SOLORIO CHRISTIAN
IRS990/Form990PartVIISectionAGrp/PersonNm9SCHEEL BILL
IRS990/Form990PartVIISectionAGrp/PersonNm10JARAMILLO GABRIEL
IRS990/Form990PartVIISectionAGrp/PersonNm11CHAVES PEDRO
IRS990/Form990PartVIISectionAGrp/PersonNm12GARCIA FABIO
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES ABRAHAM B III
IRS990/Form990PartVIISectionAGrp/PersonNm14BUSCHING MARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm15MILLER JAMESON
IRS990/Form990PartVIISectionAGrp/PersonNm16THAKKAR SIMA
IRS990/Form990PartVIISectionAGrp/PersonNm17DUARTE PATRICIA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm18MCCABE JOEL
IRS990/Form990PartVIISectionAGrp/PersonNm19TRAILOR MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm20FEIGHT JEFFERY
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/ReportableCompFromOrgAmt1742946
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1887783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1984158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2037172
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/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (THRU 10/05/2022)
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/TitleTxt13CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17CEO (THRU 3/11/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO (THRU 9/2/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0429681
IRS990/GrantAmt0150000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0150000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0150000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02906399
IRS990/GrossRentsGrp/RealAmt032092
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0454
IRS990/InsuranceGrp/ManagementAndGeneralAmt04948
IRS990/InsuranceGrp/ProgramServicesAmt059360
IRS990/InsuranceGrp/TotalAmt064762
IRS990/InterestGrp/ProgramServicesAmt0110190
IRS990/InterestGrp/TotalAmt0110190
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0210000
IRS990/InvestmentIncomeGrp/ExclusionAmt0222
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0222
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0573013
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0156000
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01251249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02003933
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01953874
IRS990/LandBldgEquipCostOrOtherBssAmt03205123
IRS990/LegalDomicileStateCd0AZ
IRS990/LessRentalExpensesGrp/RealAmt032092
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/BOYAmt0430418
IRS990/NetAssetsOrFundBalancesBOYAmt09774659
IRS990/NetAssetsOrFundBalancesEOYAmt09662572
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08610906
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08266618
IRS990/NoncashContributionsAmt0377790
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01247
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014350
IRS990/OfficeExpensesGrp/ProgramServicesAmt045070
IRS990/OfficeExpensesGrp/TotalAmt060667
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03794443
IRS990/OtherAssetsTotalGrp/EOYAmt06341903
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02331
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024877
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt068049
IRS990/OtherEmployeeBenefitsGrp/TotalAmt095257
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL AND MA
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt02162
IRS990/OtherExpensesGrp/FundraisingAmt1831
IRS990/OtherExpensesGrp/FundraisingAmt27060
IRS990/OtherExpensesGrp/FundraisingAmt3369
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022987
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34745
IRS990/OtherExpensesGrp/ProgramServicesAmt095155
IRS990/OtherExpensesGrp/ProgramServicesAmt124587
IRS990/OtherExpensesGrp/ProgramServicesAmt223317
IRS990/OtherExpensesGrp/ProgramServicesAmt325584
IRS990/OtherExpensesGrp/TotalAmt0120304
IRS990/OtherExpensesGrp/TotalAmt137573
IRS990/OtherExpensesGrp/TotalAmt233352
IRS990/OtherExpensesGrp/TotalAmt330698
IRS990/OtherLiabilitiesGrp/BOYAmt0323013
IRS990/OtherLiabilitiesGrp/EOYAmt0190235
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/RelatedOrExemptFuncIncomeAmt0552706
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118500
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26825
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0552706
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26825
IRS990/OtherRevenueTotalAmt0578031
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt041987
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0273154
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01042413
IRS990/OtherSalariesAndWagesGrp/TotalAmt01357554
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt05290267
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04938760
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04491
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt043074
IRS990/PayrollTaxesGrp/ProgramServicesAmt090116
IRS990/PayrollTaxesGrp/TotalAmt0137681
IRS990/PensionPlanContributionsGrp/FundraisingAmt01246
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08370
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt018515
IRS990/PensionPlanContributionsGrp/TotalAmt028131
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt090051
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt086419
IRS990/PrincipalOfficerNm0BRENDA LOPEZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522292
IRS990/ProgramServiceRevenueGrp/BusinessCd1541990
IRS990/ProgramServiceRevenueGrp/BusinessCd2624200
IRS990/ProgramServiceRevenueGrp/BusinessCd3531390
IRS990/ProgramServiceRevenueGrp/Desc0LOAN SERVICING & ORIGI
IRS990/ProgramServiceRevenueGrp/Desc1HOME BUYER EDUCATION &
IRS990/ProgramServiceRevenueGrp/Desc2EMERGENCY ASSISTANCE
IRS990/ProgramServiceRevenueGrp/Desc3AFFORDABLE HOUSING DEV
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0315706
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt169297
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt228558
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt323204
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0439699
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt169297

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,452,926
Liabilities
$5,790,354
Net assets
$9,662,572
Revenue
$2,874,307
Expenses
$2,986,394
Net income
-$112,087
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