Trellis is dedicated to making stable homes and communities possible by educating, building and lending.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$239K 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

FY2020 · 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
3 of 5
filings with a surplus
Average surplus $739K a year · 14% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$239K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $373K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.5M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.0M
Spent
$5.0M
To programs
89%
Net assets
$10.9M
By yearFY2020–FY2024
Revenue
$6.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.0M
FY2021$6.8M
FY2022$2.9M
FY2023$5.1M
FY2024$5.1M
Expenses
$5.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$5.0M
FY2021$8.0M
FY2022$3.0M
FY2023$3.2M
FY2024$3.0M
Net assets
$10.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$10.9M
FY2021$9.8M
FY2022$9.7M
FY2023$11.5M
FY2024$13.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1975.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $4.5M Management & general 10% · $499K Fundraising 1% · $33K

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

Something off? Claim to add context

Who runs it and what they're paid

25 people listed on the 990; $239K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$137,280Pt VII · Sec A
$101,301Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
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.

See Trellis executive salaries →

On this list? Claim this org

Something off? Claim to add context

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 15aYes

Programs and updates

Educating, building, and lending to create stable homes and communities.

Questions for Trellis

Tap to ask. Trellis sees how many people are interested.

Your first name shows with your question. Trellis answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $3.9M · in their own filed words · FY2020
01

Emergency Assistance

In 2020, trellis contracted with another non-profit organization, wildfire, to distribute federal COVID-19 relief funds awarded to the city of phoenix through the cares act. The funds were used to make rent, mortgage and utility payments on behalf of qualifying individuals.

$2.9Mprogram expense
02

Loan and Lending Services

Trellis is a licensed mortgage bank in the state of arizona, a community development financial institution, 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.

$728Kprogram expense
03

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.

$308Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$373K
Grants paid · 12 grants · $9.0M · 2020–2024
Unitemized GrantFY2024$160,000
Unitemized GrantFY2024$60,000
Trellis Community DevelopmentAZ · FY2023$149,900
Unitemized GrantFY2023$113,925
Unitemized GrantFY2023$30,000
Unitemized GrantFY2022$150,000
Unitemized GrantFY2021$3,239,605
Trellis Community DevelopmentAZ · FY2021$1,949,273
Unitemized GrantFY2021$170,000
Unitemized GrantFY2020$2,647,800
Trellis Community DevelopmentAZ · FY2020$190,000
Unitemized GrantFY2020$97,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.0M
Ln 12
Gifts and grantsLn 1h$4.5M
Fees for servicesLn 2g$1.2M
Other incomeLn 4–11$295K
Money outPt IX
$5.0M
Ln 25
Programscol B$4.5M
Managementcol C$499K
Fundraisingcol D$33K
Owns and owesPt X
$10.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$14.4M
LiabilitiesLn 26$3.5M
PeoplePt VI, VII
25
listed · VII A
PaidVII A2
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.5M
Government grantsLn 1e$3.6M
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$4K
Other incomeLn 4–11$295K
Total revenueLn 12$6.0M
Assets in detailPt X, end of year
CashLn 1$2.0M
SavingsLn 2$162K
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$140K
Land, buildings, equipmentLn 10c$1.9M
Other assetsLn 15$3.9M
Total assetsLn 16$14.4M
LiabilitiesLn 26$3.5M
Net assetsLn 32$10.9M
OperationsPt I, VI
EmployeesI 530
VolunteersI 643
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.4M$2.1M
InvestmentsLn 11–13$112K$140K
Land, buildings, equipmentLn 10c$1.9M$1.9M
Total assetsLn 16$13.4M$14.4M
LiabilitiesLn 26$3.5M$3.5M
Net assetsLn 32$9.9M$10.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$190K$190K
Grants to domestic individualsLn 2$2.7M$2.7M
Pay of current officers, directors and key staffLn 5$254K$107K$126K$21K
Other salaries and wagesLn 7$1.1M$846K$229K$698
Pension plan contributionsLn 8$23K$16K$8K
Other employee benefitsLn 9$71K$56K$15K$2
Payroll taxesLn 10$105K$75K$28K$2K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$39K$39K
Other fees for servicesLn 11g$102K$93K$2K$7K
Advertising and promotionLn 12$8K$6K$1K$984
Office expensesLn 13$53K$40K$12K$278
TravelLn 17$2K$2K$361
InterestLn 20$103K$103K$223
Depreciation, depletion and amortizationLn 22$61K$55K$6K
InsuranceLn 23$55K$52K$3K$120
Other expenses (24a–d)Ln 24$135K$105K$29K$884
Total functional expensesLn 25$5.0M$4.5M$499K$33K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $5.1M$3.0M$2.1M$13.6M 990 PDF
FY2023 $5.1M$3.2M$1.9M$11.5M 990 PDF
FY2022 $2.9M$3.0M−$112K$9.7M 990 PDF
FY2021 $6.8M$8.0M−$1.1M$9.8M 990 PDF
FY2020 Viewing $6.0M$5.0M$975K$10.9M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $6,000,326 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,706,816$4,478,045
I-9 Program service revenuePrior year $824,215$1,224,094
I-10 Investment incomePrior year $3,329$3,524
I-11 Other revenuePrior year $293,077$294,663
I-12 Total revenuePrior year $2,827,437$6,000,326
I-13 Grants and similar amounts paidPrior year $695,000$2,935,300
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,436,730$1,529,280
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $822,811$560,889
I-18 Total expensesPrior year $2,954,541$5,025,469
I-19 Revenue less expensesPrior year −$127,104$974,857
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,000,326 across 8 lines filed
VIII-1e Government grants$3,632,397
VIII-1f All other contributions, gifts and grants$845,648
VIII-1h Total contributions, gifts and grants$4,478,045
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,148,290 · Unrelated business $75,804$1,224,094
VIII-3 Investment incomeExcluded from tax $3,524$3,524
VIII-6 Net rental income or loss$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $294,663$294,663
VIII-12 Total revenueRelated to mission $1,442,953 · Unrelated business $75,804 · Excluded from tax $3,524$6,000,326
Part IX · Statement of functional expenses $5,025,469 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $190,000$190,000
IX-2 Grants to domestic individualsPrograms $2,745,300$2,745,300
IX-5 Pay of current officers, directors and key staffPrograms $106,805 · Management $125,862 · Fundraising $21,219$253,886
IX-7 Other salaries and wagesPrograms $845,943 · Management $228,696 · Fundraising $698$1,075,337
IX-8 Pension plan contributionsPrograms $15,502 · Management $7,970$23,472
IX-9 Other employee benefitsPrograms $55,990 · Management $15,262 · Fundraising $2$71,254
IX-10 Payroll taxesPrograms $75,339 · Management $28,322 · Fundraising $1,670$105,331
IX-11b Legal feesPrograms $1,892$1,892
IX-11c Accounting feesManagement $39,000$39,000
IX-11g Other fees for servicesPrograms $92,993 · Management $1,764 · Fundraising $7,436$102,193
IX-12 Advertising and promotionPrograms $5,979 · Management $1,259 · Fundraising $984$8,222
IX-13 Office expensesPrograms $40,374 · Management $12,015 · Fundraising $278$52,667
IX-17 TravelPrograms $2,059 · Management $361$2,420
IX-20 InterestPrograms $102,991 · Management $223$103,214
IX-22 Depreciation, depletion and amortizationPrograms $55,370 · Management $5,715$61,085
IX-23 InsurancePrograms $51,806 · Management $3,301 · Fundraising $120$55,227
IX-24 Other expenses (24a–d)Programs $104,675 · Management $29,410 · Fundraising $884$134,969
IX-25 Total functional expensesPrograms $4,493,018 · Management $499,160 · Fundraising $33,291$5,025,469
Part X · Balance sheet $14,366,435 assets, 17 lines filed
Asset lines not itemized here account for $5,852,587; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $2,734,704$1,958,196
X-2 Savings and temporary cash investmentsStart of year $702,167$162,181
X-4 Accounts receivableStart of year $134,027$353,554
X-9 Prepaid expenses and deferred chargesStart of year $77,371$80,059
X-10c Land, buildings and equipment, netStart of year $1,949,921$1,925,971
X-12 Other securitiesStart of year $111,971$139,813
X-15 Other assetsStart of year $1,699,834$3,894,074
X-16 Total assetsStart of year $13,421,745$14,366,435
X-17 Accounts payable and accrued expensesStart of year $129,754$428,439
X-19 Deferred revenueStart of year $515,434$226,650
X-24 Unsecured notes and loans payableStart of year $1,740,629$2,048,548
X-25 Other liabilitiesStart of year $611,971$289,813
X-26 Total liabilitiesStart of year $3,480,860$3,450,691
X-27 Net assets without donor restrictionsStart of year $8,324,751$9,639,506
X-28 Net assets with donor restrictionsStart of year $1,616,134$1,276,238
X-32 Total net assets or fund balancesStart of year $9,940,885$10,915,744
X-33 Total liabilities and net assetsStart of year $13,421,745$14,366,435
Part XI · Reconciliation of net assets $10,915,744 net assets at year end
XI-1 Total revenue$6,000,326
XI-2 Total expenses$5,025,469
XI-3 Revenue less expenses$974,857
XI-4 Net assets at start of year$9,940,885
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,915,744

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.