Trellis
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Educating, building, and lending to create stable homes and communities. For fiscal year 2024 it reported $5.1M in revenue, $3.0M in expenses, and $13.6M in net assets.Pt I
Summary of the Filing
Where the work happens
Loan and Lending Services
Trellis is a licensed mortgage banker 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.
Homebuyer 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.
Affordable Home Development
Through its affiliate mission housing LLC, trellis partnered in a low-income housing tax credit project to build and lease 42 townhomes in north-central phoenix. Affordable home development also includes the activities of trellis realty, LLC which acts as a broker to sell properties developed and owned by trellis; assists clients in…
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 6 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Duarte Patricia Garcia | — | — | $42,946 | $141,226 | $137,280 |
| Lopez Brenda | $118,199 | $98,699 | — | — | — |
| McCabe Joel | — | — | $87,783 | $112,000 | $101,301 |
| Golberg Trixieann | $101,229 | — | — | — | — |
| Trailor Michael | — | $86,019 | $84,158 | — | — |
| Feight Jeffery | — | $64,400 | $37,172 | — | — |
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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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 70% | — | — |
| Overhead ratio | 28% | — | — |
| Fundraising cost ratio | 2% | — | — |
| Revenue growth | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 2% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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