Civic Intelligence

Trellis Community Development

990 • Fiscal year 2015 • EIN 86-0632700

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 10, 2016

Organization ProfileWWW.TRELLISAZ.ORG
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

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

2.74x

Higher debt load relative to revenue than 91% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

97th percentile

78%

Higher net margin than 97% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

69th percentile

7.3%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,764,614

Up $120,157 (+7.3%) from 2014

Net Assets

Up

$1,450,574

Up $90,325 (+6.6%) from 2014

Liabilities

Up

$314,040

Up $29,832 (+10%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin97th percentile

Revenue

Down

$114,542

Down $345,520 (-75%) from 2014

Expenses

Down

$24,806

Down $28,114 (-53%) from 2014

Net Income

Down

$89,736

Down $317,406 (-78%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $2,614,879Liabilities 2011: $686,861Net Assets 2011: $1,928,0182011Assets 2012: $2,450,619Liabilities 2012: $693,274Net Assets 2012: $1,757,3452012Assets 2013: $2,013,405Liabilities 2013: $740,886Net Assets 2013: $1,272,5192013Assets 2014: $1,644,457Liabilities 2014: $284,208Net Assets 2014: $1,360,2492014Assets 2015: $1,764,614Liabilities 2015: $314,040Net Assets 2015: $1,450,5742015Assets 2016: $947,293Liabilities 2016: $73,201Net Assets 2016: $874,0922016Assets 2017: $920,187Liabilities 2017: $31,918Net Assets 2017: $888,2692017Assets 2018: $2,969,950Liabilities 2018: $2,277,225Net Assets 2018: $692,7252018Assets 2019: $4,414,984Liabilities 2019: $3,491,227Net Assets 2019: $923,7572019Assets 2020: $6,695,565Liabilities 2020: $5,594,807Net Assets 2020: $1,100,7582020Assets 2021: $7,063,279Liabilities 2021: $6,829,852Net Assets 2021: $233,4272021Assets 2022: $4,154,012Liabilities 2022: $3,906,919Net Assets 2022: $247,0932022Assets 2023: $2,237,051Liabilities 2023: $2,793,684Net Assets 2023: -$556,6332023Assets 2024: $2,434,385Liabilities 2024: $3,497,992Net Assets 2024: -$1,063,6072024

Highlighted filing

2015

Assets$1,764,614
Liabilities$314,040
Net Assets$1,450,574
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $769,728Expenses 2011: $744,092Net Income 2011: $25,6362011Revenue 2012: $360,176Expenses 2012: $492,140Net Income 2012: -$131,9642012Revenue 2013: -$241,197Expenses 2013: $243,629Net Income 2013: -$484,8262013Revenue 2014: $460,062Expenses 2014: $52,920Net Income 2014: $407,1422014Revenue 2015: $114,542Expenses 2015: $24,806Net Income 2015: $89,7362015Revenue 2016: $75,115Expenses 2016: $651,597Net Income 2016: -$576,4822016Revenue 2017: $39,111Expenses 2017: $21,358Net Income 2017: $17,7532017Revenue 2018: $87,331Expenses 2018: $388,607Net Income 2018: -$301,2762018Revenue 2019: $539,133Expenses 2019: $308,101Net Income 2019: $231,0322019Revenue 2020: $491,564Expenses 2020: $314,563Net Income 2020: $177,0012020Revenue 2021: $2,218,771Expenses 2021: $3,086,102Net Income 2021: -$867,3312021Revenue 2022: $686,653Expenses 2022: $672,987Net Income 2022: $13,6662022Revenue 2023: -$118,336Expenses 2023: $685,390Net Income 2023: -$803,7262023Revenue 2024: $60,219Expenses 2024: $567,193Net Income 2024: -$506,9742024

Highlighted filing

2015

Revenue$114,542
Expenses$24,806
Net Income$89,736
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 10, 2016
Return Version
2015v2.1
Gross Receipts
$114,542
Mission and Program Overview

Mission

To develop and promote affordable housing opportunities and other activities designed to revitalize neighborhoods and rural communities.

Trellis community development 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$1,266,713$1,160,564▼ $106,149
Cash and Non-Interest-Bearing Accounts-$567,147-
Savings and Temporary Cash Investments$280,712$0▼ $280,712
Accounts Receivable$13,440$18,219▲ $4,779
Inventories for Sale or Use$63,297$17,528▼ $45,769
Prepaid Expenses and Deferred Charges$1,629$935▼ $694
Land, Buildings, and Equipment, Net$18,666$221▼ $18,445
Total Assets$1,644,457$1,764,614▲ $120,157
Liabilities
Mortgage Notes Payable Secured by Investment Property$200,505$200,505→ $0
Accounts Payable and Accrued Expenses$17,939$72,362▲ $54,423
Deferred Revenue-$31,515-
Other Liabilities$65,764$9,658▼ $56,106
Total Liabilities$284,208$314,040▲ $29,832
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,325,599$1,200,791▼ $124,808
Unrestricted Net Assets$34,650$249,783▲ $215,133
Total Net Assets Fund Balance$1,360,249$1,450,574▲ $90,325
Total Liabilities and Net Assets / Fund Balance$1,644,457$1,764,614▲ $120,157

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$221$30,509$30,730

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$392,098--$392,098-
2013$392,098-▲ $4,661$4,661$392,098
2012$392,098-▲ $14,404$14,404$392,098
2011$392,098-▲ $13,941$13,941$392,098
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Patricia Garcia DuarteExecutive DirectorPT$138,457$138,457
Edward Todd FrancisCOO & CFOPT$125,673$125,673

Board Members and Trustees

NameTitle
Dr Chester SeaburyChair
Monique Wilhite BranscombVice Chair
Alicia O RuizDirector
Armida LopezDirector
George a YoungDirector
Reid ButlerDirector
Eric WaltersDirector (until March 26, 2015)
Gina MontesDirector (until March 26, 2015)
Bill ScheelSecretary
David SchwakeTreasurer
Cecilia FrancisTreasurer (until 02/26/2015)
Revenue and Support

Revenue Composition

Contributions and Grants
$5,050
Program Service Revenue
$102,173
Investment Income
$1,932
Other Revenue
$5,387
Change in Net Assets
$89,736
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,544
Salaries, Compensation, and Employee Benefits$8,262
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,157--$7,157
Interest-$6,015-$6,015
Insurance-$1,817-$1,817
Payroll Taxes$1,105--$1,105
Depreciation Depletion-$936-$936
Occupancy-$401-$401
Other Expenses$119$102-$221
Travel-$109-$109
Total Functional Expenses$12,838$11,968$0$24,806
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
Loan Impounds and Client Deposits$9,658
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Trellis community development shares common board members with its affiliate, trellis. The board of directors for trellis has the ability to appoint members to the board of trellis community development.”

Form 990, Part VI, Section B, Line 11

“The form 990 is presented to all board members for review. A conference call was held to go over certain key areas of the form 990 and answer any questions the board may have. In addition, the executive director had one-on-one meeting to review the form 990 with the board chair.”

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

“Our conflict of interest policy requires a written annual disclosure from all members of the board of directors and all key employees. The form requires that those completing the form disclose conflicts, if any, and the resolution of that conflict. This form requires a signature, and is re-signed annually. Any conflicts disclosed are discussed by the board of directors and/or the executive committee. The policy also requires ongoing disclosure of any conflicts that may arise, and that any director or employee with a conflict recuse themselves from the discussion and any decisions.”

Form 990, Part VI, Section B, Line 15

“A detailed rating system is used to evaluate individual performance. The board of directors sets the compensation for the executive director who in turn, sets the compensation for the organization's staff and officers within the 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 their annual report, which is available to the public.”

Filing and Contact Details

Filer

Filer Name
Trellis Community Development
EIN
86-0632700
Phone
6022581659
Address
1405 E MCDOWELL RD NO 100, PHOENIX, AZ 85006

Signing Officer

Name
Patricia Duarte
Title
Executive Director
Phone
6022581659
Signed
2016-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Duarte
Formed
1988
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
10

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from affiliate 589.”

Part XII, Line 2C

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

Financial Statement Notes

PART V, LINE 4:

“Based on the terms of the investment and grant agreement between trellis community development and neighborworks america, neighborworks america's permanently restricted capital grant funds were transferred to trellis (related affiliate) during 2014. The funds were restricted for the purpose of building assets for the organization and the community in which the organization operates.”

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, 2015, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 507 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/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0589
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PREDEVELOPMENT EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc3SUPPLIES AND MATERIALS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01007
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11581
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2102
IRS990/OtherExpensesGrp/ProgramServicesAmt03850
IRS990/OtherExpensesGrp/ProgramServicesAmt1607
IRS990/OtherExpensesGrp/ProgramServicesAmt2119
IRS990/OtherExpensesGrp/TotalAmt03850
IRS990/OtherExpensesGrp/TotalAmt11614
IRS990/OtherExpensesGrp/TotalAmt21581
IRS990/OtherExpensesGrp/TotalAmt3221
IRS990/OtherLiabilitiesGrp/BOYAmt065764
IRS990/OtherLiabilitiesGrp/EOYAmt09658
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RECOVERY OF BAD DEBT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05387
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05387
IRS990/OtherRevenueTotalAmt05387
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07157
IRS990/OtherSalariesAndWagesGrp/TotalAmt07157
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01266713
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01160564
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt01105
IRS990/PayrollTaxesGrp/TotalAmt01105
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01629
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0935
IRS990/PrincipalOfficerNm0PATRICIA DUARTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522291
IRS990/ProgramServiceRevenueGrp/BusinessCd1522291
IRS990/ProgramServiceRevenueGrp/Desc0INTEREST INCOME ON MOR
IRS990/ProgramServiceRevenueGrp/Desc1LOAN SERVICING AND ORI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063522
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063522
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138651
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0273547
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02440
IRS990/PYOtherExpensesAmt043077
IRS990/PYOtherRevenueAmt0104584
IRS990/PYProgramServiceRevenueAmt079491
IRS990/PYRevenuesLessExpensesAmt0407142
IRS990/PYSalariesCompEmpBnftPaidAmt09843
IRS990/PYTotalExpensesAmt052920
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0460062
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt089736
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0107560
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0280712
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0273547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018153
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0162696
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0462648
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01932
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02440
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0102174
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt079491
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt035112
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0124278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0197480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0538535
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01932
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02440
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04407
IRS990ScheduleA/InvestmentIncomeCYPct00.00430
IRS990ScheduleA/InvestmentIncomePYPct00.13660
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09999
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt09122
IRS990ScheduleA/OtherIncome509Grp/TotalAmt019121
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97700
IRS990ScheduleA/PublicSupportPY509Pct00.86340
IRS990ScheduleA/PublicSupportTotal509Amt01001183
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0107224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0353038
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt038314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0142431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0360176
IRS990ScheduleA/Total509Grp/TotalAmt01001183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0109156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0355478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt048348
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0151553
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0360176
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01024711
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0392098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0392098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0392098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0392098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt04661
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0392098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0392098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014404
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt014404
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0392098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0392098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013941
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt013941
IRS990ScheduleD/EquipmentGrp/BookValueAmt0221
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030509
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030730
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09658
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN IMPOUNDS AND CLIENT DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BASED ON THE TERMS OF THE INVESTMENT AND GRANT AGREEMENT BETWEEN TRELLIS COMMUNITY DEVELOPMENT AND NEIGHBORWORKS AMERICA, NEIGHBORWORKS AMERICA'S PERMANENTLY RESTRICTED CAPITAL GRANT FUNDS WERE TRANSFERRED TO TRELLIS (RELATED AFFILIATE) DURING 2014. THE FUNDS WERE RESTRICTED FOR THE PURPOSE OF BUILDING ASSETS FOR THE ORGANIZATION AND THE COMMUNITY IN WHICH THE ORGANIZATION OPERATES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2015, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0221
IRS990ScheduleD/TotalLiabilityAmt09658
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRELLIS COMMUNITY DEVELOPMENT SHARES COMMON BOARD MEMBERS WITH ITS AFFILIATE, TRELLIS. THE BOARD OF DIRECTORS FOR TRELLIS HAS THE ABILITY TO APPOINT MEMBERS TO THE BOARD OF TRELLIS COMMUNITY DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED TO ALL BOARD MEMBERS FOR REVIEW. A CONFERENCE CALL WAS HELD TO GO OVER CERTAIN KEY AREAS OF THE FORM 990 AND ANSWER ANY QUESTIONS THE BOARD MAY HAVE. IN ADDITION, THE EXECUTIVE DIRECTOR HAD ONE-ON-ONE MEETING TO REVIEW THE FORM 990 WITH THE BOARD CHAIR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR CONFLICT OF INTEREST POLICY REQUIRES A WRITTEN ANNUAL DISCLOSURE FROM ALL MEMBERS OF THE BOARD OF DIRECTORS AND ALL KEY EMPLOYEES. THE FORM REQUIRES THAT THOSE COMPLETING THE FORM DISCLOSE CONFLICTS, IF ANY, AND THE RESOLUTION OF THAT CONFLICT. THIS FORM REQUIRES A SIGNATURE, AND IS RE-SIGNED ANNUALLY. ANY CONFLICTS DISCLOSED ARE DISCUSSED BY THE BOARD OF DIRECTORS AND/OR THE EXECUTIVE COMMITTEE. THE POLICY ALSO REQUIRES ONGOING DISCLOSURE OF ANY CONFLICTS THAT MAY ARISE, AND THAT ANY DIRECTOR OR EMPLOYEE WITH A CONFLICT RECUSE THEMSELVES FROM THE DISCUSSION AND ANY DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DETAILED RATING SYSTEM IS USED TO EVALUATE INDIVIDUAL PERFORMANCE. THE BOARD OF DIRECTORS SETS THE COMPENSATION FOR THE EXECUTIVE DIRECTOR WHO IN TURN, SETS THE COMPENSATION FOR THE ORGANIZATION'S STAFF AND OFFICERS WITHIN THE BUDGET APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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 THEIR ANNUAL REPORT, WHICH IS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRANSFER FROM AFFILIATE 589.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TRELLIS

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,764,614
Liabilities
$314,040
Net assets
$1,450,574
Revenue
$114,542
Expenses
$24,806
Net income
$89,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$3.50$1.06$0.06$0.57$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$2.79$0.56$0.12$0.69$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.15$3.91$0.25$0.69$0.67$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$6.83$0.23$2.22$3.09$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$5.59$1.10$0.49$0.31$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$3.49$0.92$0.54$0.31$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$2.28$0.69$0.09$0.39$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.03$0.89$0.04$0.02$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.07$0.87$0.08$0.65$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.31$1.45$0.11$0.02$0.09
2014Summary only. Only limited summary data is available for this year.$1.64$0.28$1.36$0.46$0.05$0.41
2013Summary only. Only limited summary data is available for this year.$2.01$0.74$1.27$0.24$0.24$0.48
2012Summary only. Only limited summary data is available for this year.$2.45$0.69$1.76$0.36$0.49$0.13
2011Summary only. Only limited summary data is available for this year.$2.61$0.69$1.93$0.77$0.74$0.03