Trillium Housing Services

Tax-deductible

Tacoma, WA501(c)(3)HousingEIN 26-3812197Revenue $2.0M in FY2024

On file with the IRStrilliumhs.com2522 N Proctor St Ste 84, 98406-5338 · Tacoma, WATax-exempt since Jul 2009Publicly supported charity — 170(b)(1)(A)(vi)

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To foster Housing and related Services for low-income individuals

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$96K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $296K a year · 22% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$96K
to officers and key staff · 7% of spending
Top officer’s pay lower than 70% of similar orgs
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.8M
56% of total assets
Fine: liabilities are 56% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
+92% vs prior year
Spent
$1.4M
To programs
95%
Net assets
$3.7M
By yearFY2020–FY2024
Revenue
$2.0M
FY2024▲ +92%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$770K
FY2022$1.1M
FY2023$1.0M
FY2024$2.0M
Expenses
$1.4M
FY2024▲ +58%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$539K
FY2022$1.2M
FY2023$864K
FY2024$1.4M
Net assets
$3.7M
FY2024▲ +12%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.3M
FY2021$3.5M
FY2022$3.4M
FY2023$3.3M
FY2024$3.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $1.3M Management & general 5% · $65K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $96K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$96,419Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Danielle Jones’s $96K as Executive Director is at the 30th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Danielle Jones$96,419$89,163$87,287——
Danielle Browitt———$53,746—
Bruce Kilen———$21,000$36,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides affordable housing, consulting, and support services to help low-income individuals secure stable and safe places to live.

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2024
01

Affordable housing promotion, consulting, and related services

$1.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 18 grants · $1.3M · 2020–2024
Unitemized GrantFY2024$102,610
Unitemized GrantFY2024$12,949
Unitemized GrantFY2024$1,654
Unitemized GrantFY2023$207,460
Unitemized GrantFY2023$10,236
Unitemized GrantFY2023$968
Unitemized GrantFY2022$176,330
Unitemized GrantFY2022$25,237
Unitemized GrantFY2022$10,000
Unitemized GrantFY2022$5,361
Unitemized GrantFY2021$170,400
Unitemized GrantFY2021$111,819
Unitemized GrantFY2021$59,862
Unitemized GrantFY2021$15,384
Unitemized GrantFY2020$148,524
Unitemized GrantFY2020$121,273
Unitemized GrantFY2020$72,847
Unitemized GrantFY2020$4,950

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$236K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.3M
Managementcol C$65K
Owns and owesPt X
$3.7M
net assets · Ln 32
Cash and savingsLn 1–2$235K
Total assetsLn 16$8.5M
LiabilitiesLn 26$4.8M
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.8M
Investment incomeLn 3$236K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$235K
Cash and savings togetherLn 1–2$235K
InvestmentsLn 11–13$626K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$8.5M
LiabilitiesLn 26$4.8M
Net assetsLn 32$3.7M
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$90K$235K
InvestmentsLn 11–13$498K$626K
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$7.4M$8.5M
LiabilitiesLn 26$4.1M$4.8M
Net assetsLn 32$3.3M$3.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$117K$117K
Pay of current officers, directors and key staffLn 5$96K$90K$7K
Pension plan contributionsLn 8$3K$3K$203
Payroll taxesLn 10$8K$7K$553
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$32K$32K
Advertising and promotionLn 12$556$556
Office expensesLn 13$4K$4K
TravelLn 17$34K$34K
InterestLn 20$28$28
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$1.0M$1.0M
Total functional expensesLn 25$1.4M$1.3M$65K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.0M$1.4M$648K$3.7M 990 PDF
FY2023 $1.0M$864K$182K$3.3M 990 PDF
FY2022 $1.1M$1.2M−$156K$3.4M 990 PDF
FY2021 $770K$539K$230K$3.5M 990 PDF
FY2020 $1.9M$1.3M$575K$3.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $2,008,926 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $918,914$1,772,720
I-10 Investment incomePrior year $126,694$236,206
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,045,608$2,008,926
I-13 Grants and similar amounts paidPrior year $218,664$117,213
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $101,896$107,210
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $543,206$1,136,318
I-18 Total expensesPrior year $863,766$1,360,741
I-19 Revenue less expensesPrior year $181,842$648,185
Part VI · Governance 5 of 5 board members independent, 3 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $2,008,926 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,772,720$1,772,720
VIII-3 Investment incomeExcluded from tax $236,206$236,206
VIII-12 Total revenueRelated to mission $1,772,720 · Unrelated business $0 · Excluded from tax $236,206$2,008,926
Part IX · Statement of functional expenses $1,360,741 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $117,213$117,213
IX-5 Pay of current officers, directors and key staffPrograms $89,670 · Management $6,749$96,419
IX-8 Pension plan contributionsPrograms $2,690 · Management $203$2,893
IX-10 Payroll taxesPrograms $7,345 · Management $553$7,898
IX-11b Legal feesManagement $17,304$17,304
IX-11c Accounting feesManagement $32,367$32,367
IX-12 Advertising and promotionManagement $556$556
IX-13 Office expensesManagement $4,467$4,467
IX-17 TravelPrograms $34,146$34,146
IX-20 InterestManagement $28$28
IX-23 InsuranceManagement $2,318$2,318
IX-24 Other expenses (24a–d)Programs $1,045,132$1,045,132
IX-25 Total functional expensesPrograms $1,296,196 · Management $64,545 · Fundraising $0$1,360,741
Part X · Balance sheet $8,508,309 assets, 12 lines filed
Asset lines not itemized here account for $3,827,907; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $90,423$234,947
X-4 Accounts receivableStart of year $3,001,365$3,819,214
X-10c Land, buildings and equipment, netStart of year $0$0
X-12 Other securitiesStart of year $502,968$631,567
X-13 Program-related investmentsStart of year −$4,745−$5,326
X-16 Total assetsStart of year $7,436,064$8,508,309
X-17 Accounts payable and accrued expensesStart of year $499$2,952
X-25 Other liabilitiesStart of year $811,127$1,436,457
X-26 Total liabilitiesStart of year $4,086,609$4,762,327
X-27 Net assets without donor restrictionsStart of year $3,349,455$3,745,982
X-32 Total net assets or fund balancesStart of year $3,349,455$3,745,982
X-33 Total liabilities and net assetsStart of year $7,436,064$8,508,309
Part XI · Reconciliation of net assets $3,745,982 net assets at year end
XI-1 Total revenue$2,008,926
XI-2 Total expenses$1,360,741
XI-3 Revenue less expenses$648,185
XI-4 Net assets at start of year$3,349,455
XI-5 Net unrealized gains (losses) on investments$3,017
XI-8 Prior period adjustments−$250,000
XI-9 Other changes in net assets−$4,675
XI-10 Net assets at end of year$3,745,982

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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