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Trellis Community Development FY2023 filing

Tax-deductible

Phoenix, AZ501(c)(3)Community Development EIN 86-0632700Revenue −$118K in FY2023

On file with the IRStrellisaz.org1405 E McDowell Rd 100, 85006-2938 · Phoenix, AZTax-exempt since Sep 1989Publicly supported charity — 170(b)(1)(A)(vi)

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

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
2 of 5
filings with a surplus
Average deficit $397K a year · 60% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.8M
125% of total assets
Concern: liabilities are 125% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$118K
-117% vs prior year
Spent
$685K
To programs
78%
Net assets
−$557K
By yearFY2020–FY2024
Revenue
−$118K
FY2023▼ -117%
Tap a bar for its year
Revenue by fiscal year
FY2020$492K
FY2021$2.2M
FY2022$687K
FY2023−$118K
FY2024$60K
Expenses
$685K
FY2023▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$315K
FY2021$3.1M
FY2022$673K
FY2023$685K
FY2024$567K
Net assets
−$557K
FY2023▼ -325%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$233K
FY2022$247K
FY2023−$557K
FY2024−$1.1M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 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 Sep 1989.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $534K Management & general 19% · $132K Fundraising 3% · $19K

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

18 people listed on the 990.

Part VII, Section A · reportable compensation
Bueno Jessica
Director (thru 08/10/2023)
$0Pt VII · Sec A
Enriquez Frank
Director (thru 03/30/2023)
$0Pt VII · Sec A
Butler Reid
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Dartez Kim
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Gavin Laya
Director
$0Pt VII · Sec A
See Trellis Community Development executive salaries →

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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 15aYes

Programs and updates

Builds, educates, and lends to create stable homes and communities.

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Provided by the organization

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1 program · $534K · in their own filed words · FY2023
01

To develop and promote affordable housing opportunities and other activities designed to revitalize neighborhoods. Historically, this has primarily been implemented through acquisition and rehabilitation of single-family homes and infill housing development, and most recently has included multi-family development of townhome communities…

$534Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
TrellisFY2023$150K
Total grants receivedfrom 1 funder$150K

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
−$118K
Ln 12
Gifts and grantsLn 1h$150K
Investment incomeLn 3$9K
Fees for servicesLn 2g$1K
Money outPt IX
$685K
Ln 25
Programscol B$534K
Managementcol C$132K
Fundraisingcol D$19K
Owns and owesPt X
−$557K
net assets · Ln 32
Cash and savingsLn 1–2$70K
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.8M
PeoplePt VI, VII
18
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$150K
Fees for servicesLn 2g$1K
Investment incomeLn 3$9K
Total revenueLn 12−$118K
Assets in detailPt X, end of year
CashLn 1$70K
Cash and savings togetherLn 1–2$70K
Other assetsLn 15$141K
Total assetsLn 16$2.2M
LiabilitiesLn 26$2.8M
Net assetsLn 32−$557K
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
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 FY23End FY23
Cash and savingsLn 1–2$450K$70K
Total assetsLn 16$4.2M$2.2M
LiabilitiesLn 26$3.9M$2.8M
Net assetsLn 32$247K−$557K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$150K$150K
Payroll taxesLn 10$29K$29K
Management feesLn 11a$148K$129K$19K
Legal feesLn 11b$38K$38K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$74K$74K
Office expensesLn 13$2K$2K
OccupancyLn 16$36K$36K
TravelLn 17$6K$6K
Depreciation, depletion and amortizationLn 22$3K$3K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$194K$194K
Total functional expensesLn 25$685K$534K$132K$19K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $60K$567K−$507K−$1.1M 990 PDF
FY2023 Viewing −$118K$685K−$804K−$557K 990 PDF
FY2022 $687K$673K$14K$247K 990 PDF
FY2021 $2.2M$3.1M−$867K$233K 990 PDF
FY2020 $492K$315K$177K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary −$118,336 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $551,620$149,900
I-9 Program service revenuePrior year $550$1,100
I-10 Investment incomePrior year $0$9,095
I-11 Other revenuePrior year $134,483−$278,431
I-12 Total revenuePrior year $686,653−$118,336
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $244,329$178,914
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $428,658$506,476
I-18 Total expensesPrior year $672,987$685,390
I-19 Revenue less expensesPrior year $13,666−$803,726
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 −$118,336 across 6 lines filed
Lines not itemized here account for −$278,737 of total revenue; see the IRS return.
VIII-1d Related organizations$149,900
VIII-1h Total contributions, gifts and grants$149,900
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,100$1,100
VIII-3 Investment incomeExcluded from tax $9,095$9,095
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $306$306
VIII-12 Total revenueRelated to mission −$277,331 · Unrelated business $0 · Excluded from tax $9,095−$118,336
Part IX · Statement of functional expenses $685,390 across 12 lines filed
IX-7 Other salaries and wagesPrograms $150,287$150,287
IX-10 Payroll taxesPrograms $28,627$28,627
IX-11a Management feesManagement $129,162 · Fundraising $19,300$148,462
IX-11b Legal feesPrograms $38,051$38,051
IX-11c Accounting feesManagement $3,323$3,323
IX-11g Other fees for servicesPrograms $73,769$73,769
IX-13 Office expensesPrograms $1,546$1,546
IX-16 OccupancyPrograms $35,605$35,605
IX-17 TravelPrograms $6,226$6,226
IX-22 Depreciation, depletion and amortizationPrograms $3,036$3,036
IX-23 InsurancePrograms $2,650$2,650
IX-24 Other expenses (24a–d)Programs $193,808$193,808
IX-25 Total functional expensesPrograms $533,605 · Management $132,485 · Fundraising $19,300$685,390
Part X · Balance sheet $2,237,051 assets, 14 lines filed
Asset lines not itemized here account for $169,150; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $449,623$69,818
X-3 Pledges and grants receivable$825
X-4 Accounts receivableStart of year $337,851$9,094
X-8 Inventories for sale or useStart of year $2,998,262$1,823,595
X-9 Prepaid expenses and deferred chargesStart of year $23,917$23,437
X-15 Other assetsStart of year $175,209$141,132
X-16 Total assetsStart of year $4,154,012$2,237,051
X-17 Accounts payable and accrued expensesStart of year $545,108$19,129
X-25 Other liabilitiesStart of year $3,361,811$2,774,555
X-26 Total liabilitiesStart of year $3,906,919$2,793,684
X-27 Net assets without donor restrictionsStart of year −$256,727−$1,017,221
X-28 Net assets with donor restrictionsStart of year $503,820$460,588
X-32 Total net assets or fund balancesStart of year $247,093−$556,633
X-33 Total liabilities and net assetsStart of year $4,154,012$2,237,051
Part XI · Reconciliation of net assets −$556,633 net assets at year end
XI-1 Total revenue−$118,336
XI-2 Total expenses$685,390
XI-3 Revenue less expenses−$803,726
XI-4 Net assets at start of year$247,093
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$556,633

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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