Civic Intelligence

Trellis Foundation

990 • Fiscal year 2024 • EIN 81-4714749

Oct 01, 2023 to Sep 30, 2024 • Filed on Jul 14, 2025

Organization ProfileWWW.TRELLISFOUNDATION.ORG
PO Box 5393Round Rock, TX 78683-5393

(512) 219-5700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.01x

Higher debt load relative to revenue than 3% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

8th percentile

$256,270

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

91st percentile

23%

Faster asset growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1295%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$501,046,144

Up $95,336,480 (+23%) from 2023

Net Assets

Up

$500,343,901

Up $97,156,748 (+24%) from 2023

Liabilities

Down

$702,243

Down $1,820,268 (-72%) from 2023

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Up

$78,347,142

Up $72,729,615 (+1295%) from 2023

Expenses

Up

$11,185,447

Up $5,790,317 (+107%) from 2023

Net Income

Up

$67,161,695

Up $66,939,298 (+30099%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2017: $117,253,909Liabilities 2017: $0Net Assets 2017: $117,253,9092017Assets 2019: $133,992,337Liabilities 2019: $2,397,270Net Assets 2019: $131,595,0672019Assets 2020: $144,505,829Liabilities 2020: $2,222,579Net Assets 2020: $142,283,2502020Assets 2021: $258,594,577Liabilities 2021: $2,680,758Net Assets 2021: $255,913,8192021Assets 2022: $364,914,250Liabilities 2022: $2,889,334Net Assets 2022: $362,024,9162022Assets 2023: $405,709,664Liabilities 2023: $2,522,511Net Assets 2023: $403,187,1532023Assets 2024: $501,046,144Liabilities 2024: $702,243Net Assets 2024: $500,343,9012024

Highlighted filing

2024

Assets$501,046,144
Liabilities$702,243
Net Assets$500,343,901
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200M$150M$100M$50M$0Revenue 2017: $117,253,909Expenses 2017: $0Net Income 2017: $117,253,9092017Revenue 2019: $13,221,331Expenses 2019: $2,499,135Net Income 2019: $10,722,1962019Revenue 2020: $8,970,184Expenses 2020: $3,722,023Net Income 2020: $5,248,1612020Revenue 2021: $96,048,937Expenses 2021: $4,638,076Net Income 2021: $91,410,8612021Revenue 2022: $179,771,374Expenses 2022: $4,875,856Net Income 2022: $174,895,5182022Revenue 2023: $5,617,527Expenses 2023: $5,395,130Net Income 2023: $222,3972023Revenue 2024: $78,347,142Expenses 2024: $11,185,447Net Income 2024: $67,161,6952024

Highlighted filing

2024

Revenue$78,347,142
Expenses$11,185,447
Net Income$67,161,695
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$629,419,740
Mission and Program Overview

Mission

See schedule o, general statement 1

Trellis foundation is a grant-making public charitable organization focused on improving postsecondary attainment for low-income students and students of color in texas. Our approach is highly collaborative and prioritizes catalytic investments, focused on changing or informing change to policy, practice and systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$380,515,519$481,655,179▲ $101,139,660
Savings and Temporary Cash Investments$22,997,502$17,153,720▼ $5,843,782
Accounts Receivable$826,058$1,118,327▲ $292,269
Cash and Non-Interest-Bearing Accounts$1,321,579$866,436▼ $455,143
Investments Other Securities$0$202,889▲ $202,889
Prepaid Expenses and Deferred Charges$49,006$49,593▲ $587
Total Assets$405,709,664$501,046,144▲ $95,336,480
Liabilities
Grants Payable$1,547,834$0▼ $1,547,834
Accounts Payable and Accrued Expenses$950,418$662,826▼ $287,592
Other Liabilities$24,259$39,417▲ $15,158
Total Liabilities$2,522,511$702,243▼ $1,820,268
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$403,187,153$500,343,901▲ $97,156,748
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$403,187,153$500,343,901▲ $97,156,748
Total Liabilities and Net Assets / Fund Balance$405,709,664$501,046,144▲ $95,336,480
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kristin BoyerExecutive DirectorFT$189,429$66,841$256,270
Jenny AchillesSr. DirectorFT$135,144$51,832$186,976
Erica Ekwurzel Eff 102423Chief of Staff, SecretaryFT$11,173$600$11,773

Board Members and Trustees

NameTitle
Dora Ann VerdeChair
Alma GarciaVice Chair
Josh HuntBoard Member
Mark Milliron PhdBoard Member
Richard Rhodes PhdBoard Member
Suzanne Walsh JdBoard Member
Welcome W Wilson JrBoard Member
Gregory DicksonSecretary (thru 10/2/23)
Revenue and Support

Revenue Composition

Contributions and Grants
$10,000,000
Program Service Revenue
$0
Investment Income
$68,347,142
Other Revenue
$0
All Other Contributions
$10,000,000
Change in Net Assets
$67,161,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,661,850
Revenue Not Reported on Financial Statements
$685,292
Revenue Not Reported on Form 990
$29,994,370
Total Revenue per Audited Statements
$107,656,220
Total Revenue per Form 990
$78,347,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,052,166
Other Expenses$1,172,126
Salaries, Compensation, and Employee Benefits$961,155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,052,166--$9,052,166
Fees for Service Investment Mgmnt Fees-$685,292-$685,292
Other Salaries and Wages$440,883$28,877-$469,760
Current Officers, Directors, Trustees, and Key Employees$137,901$250,455-$388,356
Fees for Services Other$12,618$154,030-$166,648
Travel$72,317$11,140-$83,457
Conferences and Meetings$62,082$5,338-$67,420
Payroll Taxes$38,125$17,128-$55,253
Fees for Services Accounting-$42,240-$42,240
Office Expenses$7,761$20,946-$28,707
Other Employee Benefits-$25,406-$25,406
Pension Plan Contributions$12,272$10,108-$22,380
Insurance-$21,691-$21,691
Other Expenses$5,000$5,736-$10,736
Fees for Services Legal$6,894$3,797-$10,691
Occupancy-$7,289-$7,289
Advertising$1,901$130-$2,031
Total Functional Expenses$9,851,864$1,333,583$0$11,185,447

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,185,447
Expenses per Audited Statements$10,500,155
Total Expenses per Audited Statements$10,499,472
Expenses Not Reported on Financial Statements$685,292
Expenses Not Reported on Form 990$-683
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meadows Mental Health Policy InstituteDallas, TX501(c)(3)Strategic$1,000,000
New York UniversityNew York, NY501(c)(3)Strategic$1,000,000
Communities Foundation of Texas IncDallas, TX501(c)(3)Strategic$500,000
The Dallas FoundationTowson, MD501(c)(3)Strategic$500,000
Catalyst EducationNew Orleans, LA501(c)(3)Strategic$350,000
E2e PartnersCorpus Christi, TX501(c)(3)Strategic$350,000
Texas Association of Community CollegesAustin, TX501(c)(3)Strategic$325,000
Region One Education Service CenterEdinburg, TX501(c)(3)Strategic$300,000
The Aspen InstituteWashington, DC501(c)(3)Strategic$300,000
Texas Higher Education FoundationAustin, TX501(c)(3)Strategic$260,000
University of Texas at AustinAustin, TXGovtResearch$257,554
Association of Community College TrusteesWashington, DC501(c)(3)Strategic$250,000
Blinn CollegeBrenham, TXGovtStrategic$250,000
University of Texas at San AntonioSan Antonio, TXGovtStrategic$250,000
Waco FoundationWaco, TX501(c)(3)General Operations$223,500
Npower IncSan Antonio, TX501(c)(3)General Operations$200,000
University of Texas at El PasoEl Paso, TXGovtDirect$195,694
American Association of Colleges & UniversitiesWashington, DC501(c)(3)Capacity$187,500
Excelencia in EducationWashington, DC501(c)(3)General Operations$150,000
Collegiate Edu-nationRoscoe, TX501(c)(3)Strategic$125,000
Education Trust IncWashington, DC501(c)(3)Strategic$125,000
Grayson CollegeDenison, TXGovtStrategic$125,000
Intercultural Development Research AssociationSan Antonio, TX501(c)(3)Strategic$125,000
Alliance for Higher Education in PrisonDenver, CO501(c)(3)Strategic$110,000
University of Texas SystemAustin, TXGovtStrategic$100,606
Alliance of Community Assistance MinistriesHouston, TX501(c)(3)Strategic$100,000
Cameron County Education Initiative IncBrownsville, TX501(c)(3)General Operations$100,000
Lone Star Justice AllianceAustin, TX501(c)(3)Capacity$100,000
Open CampusWashington, DC501(c)(3)Strategic$100,000
Project Quest IncSan Antonio, TX501(c)(3)General Operations$100,000
Texas Tech Foundation IncLubbock, TX501(c)(3)Direct$100,000
Texas Tribune IncAustin, TX501(c)(3)Strategic$100,000
National Association of College and University Business OfficersWashington, DC501(c)(3)Strategic$99,057
San Jacinto Community College FoundationPasadena, TX501(c)(3)Direct$95,775
Lee College FoundationBaytown, TX501(c)(3)Direct$84,000
Young InvinciblesWashington, DC501(c)(3)Strategic$84,000
Every TexanAustin, TX501(c)(3)Strategic$80,000
America SucceedsDenver, CO501(c)(3)Capacity$50,000
Black Professionals Alliance of AustinAustin, TX501(c)(3)Direct$50,000
Children at RiskHouston, TX501(c)(3)Research$50,000
Texas After Violence ProjectAustin, TX501(c)(3)Capacity$50,000
National College Attainment NetworkWashington, DC501(c)(3)Direct$36,800
The Jed FoundationNew York, NY501(c)(3)General Operations$30,000
Council on FoundationsWashington, DC501(c)(3)General Operations$10,000
State Business ExecutivesSpringfield, VA501(c)(4)General Operations$10,000
Grantmakers for EducationPortland, OR501(c)(3)General Operations$7,000
Amarillo College FoundationAmarillo, TX501(c)(3)Direct$6,250
Clarendon College FoundationClarendon, TX501(c)(3)Direct$6,250
Frank Phillips College Development CorporationBorger, TX501(c)(3)Direct$6,250
West Texas A&m UniversityCanyon, TXGovtDirect$6,250
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
Accrued Vacation$39,417
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Trellis foundation works with its audit firm and external accountants to prepare the 990. Once a final draft is available, it is submitted to executive management for review. Once all questions have been resolved, the return, in its final form, is provided to the trellis foundation board of directors for their review.”

Form 990, Part VI, Section B, Line 12C

“All employees, officers, and directors must agree to the trellis foundation's conflict of interest policy. Within the policy, all employees, officers, and directors are required to disclose any business interests outside of trellis foundation. Foundation management reviews and acts on potential conflicts. Actual conflict, should they occur, may result in disciplinary action, up to and including termination and possible criminal prosecution. Trellis team members are required to complete periodic training as it relates to trellis foundation's policies, including the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15

“The foundation contracts with a third party consultant to provide benchmark data for foundation employees and officers, including periodic compensation studies which are presented to the foundation board of directors for their review. The third party consultants use compensation data for similarly qualified persons in the comparable positions for both officers and key employees in similar organizations. Documentation to support benchmark decisions regarding compensation arrangements for all employees is retained. The trellis foundation officer and employee positions for which the benchmarking process is used to establish compensation occurs annually. Annually, the board makes specific decisions on the executive director's salary. Decisions regarding compensation are documented in the board meeting minutes.”

Form 990, Part VI, Section C, Line 19

“Trellis foundation's governing documents, conflict of interest policy, and audited financial statements are available upon request. Trellis foundation's 990 is available on candid.”

Filing and Contact Details

Filer

Filer Name
Trellis Foundation
EIN
81-4714749
Phone
5122195700
Address
PO BOX 5393, ROUND ROCK, TX 78683-5393

Signing Officer

Name
Kristin Boyer
Title
President & CEO
Phone
5122195700
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Boyer
Formed
2016
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
9
Volunteers
7

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The asc provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the foundation's tax returns to determine whether the tax positions are more likely than not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more likely than not threshold would be recorded as a tax benefit/expense and asset/liability in the current year. Management has determined there are no material uncertain income tax positions.”

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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/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF OF STAFF, SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY (THRU 10/2/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt10SR. DIRECTOR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT/EXPENSE AND ASSET/LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,046,144
Liabilities
$702,243
Net assets
$500,343,901
Revenue
$78,347,142
Expenses
$11,185,447
Net income
$67,161,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$501$0.70$500$78.3$11.2$67.2
2023Summary only. Only limited summary data is available for this year.$406$2.52$403$5.62$5.40$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$365$2.89$362$180$4.88$175
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$259$2.68$256$96.0$4.64$91.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$145$2.22$142$8.97$3.72$5.25
2019Summary only. Only limited summary data is available for this year.$134$2.40$132$13.2$2.50$10.7
2017Summary only. Only limited summary data is available for this year.$117$0.00$117$117$0.00$117