Trellis FY2020 filing
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Educating, building, and lending to create stable homes and communities. For fiscal year 2020 it reported $6.0M in revenue, $5.0M in expenses, and $10.9M in net assets.Pt I
Summary of the Filing
Where the work happens
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.
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.
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.
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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 | 89% | — | — |
| Overhead ratio | 10% | — | — |
| Fundraising cost ratio | 1% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 1% | — | — |
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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