Trellis
- Assets
- $14.4m
- Revenue
- $6.0m
- Investments
- $139.8k
- Employees
- 30
- Location
- Phoenix, AZ
- Founding
- 10/1975
- Data as of
- 12/2020
- EIN
- 51-0152395
Organization Overview
Trellis is located in Phoenix, AZ. The organization was established in 1975. According to its NTEE Classification (L82) the organization is classified as: Housing Expense Reduction Support, under the broad grouping of Housing & Shelter and related organizations. As of 12/2021, Trellis employed 30 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trellis is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Trellis generated $6.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.9%) each year. All expenses for the organization totaled $5.0m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (8.1%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
EMERGENCY ASSISTANCE - IN 2021 TRELLIS CONTRACTED WITH ANOTHER NON-PROFIT ORGANIZATION, WILDFIRE, TO DISTRIBUTE FEDERAL COVID-19 RELIEF FUNDS AWARDED TO THE CITY OF PHOENIX THROUGH FEDERALLY-FUNDED COVID RELIEF PROGRAMS. 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 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. TRELLIS DEVELOPS AND/OR ADMINISTERS SPECIAL MORTGAGE PROGRAMS DESIGNED TO MEET THE CREDIT NEEDS OF ALL BORROWERS, PARTICULARLY LOW-TO-MODERATE INCOME BORROWERS. LOAN TERMS MAY VARY FROM CONVENTIONAL INTEREST-BEARING, FULLY-AMORTIZING LOANS TO FULLY-FORGIVABLE LOANS THAT SUBSIDIZE HOME PURCHASES.
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. TRELLIS VOLUNTARILY ADOPTED THE NATIONAL INDUSTRY STANDARDS FOR HOMEOWNERSHIP AND COUNSELING WHICH ESTABLISHES STANDARDS FOR EDUCATION AND COUNSELING SERVICES AND SETS AGENCY TRAINING STANDARDS. TRELLIS HAS THREE HOUSING COUNSELORS WHO MEET THE EXPANDED DODD-FRANK HUD COUNSELOR CERTIFICATION.
1) COMMUNITY BUILDING AND ENGAGEMENT - TRELLIS SUPPORTS SMALL BUSINESS AND RESIDENT ENGAGEMENT, LEADERSHIP AND PARTICIPATION IN THE REVITALIZATION OF A LOCAL COMMERICAL CORRIDOR. 2) LA CUIDAD - TO OWN AND MANAGE THE ORGANIZATION'S CORPORATE OFFICE BUILDING3) TRELLIS REALTY - TO SELL PROPERTIES OWNED BY TRELLIS, ASSIST CLIENTS IN SELLING AND PURCHASING PROPERTIES NOT OWNED BY TRELLIS AND LIST PROPERTIES OWNED BY THE CITY OF PHOENIX FOR SALE TO FIRST TIME HOMEBUYERS. 4) TRELLIS COMMUNITY DEVELOPMENT - LOW INCOME HOUSING DEVELOPMENT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Duarte Patricia Garcia President/ceo | Officer | 35 | $141,226 |
Mccabe Joel Chief Operating Officer | Officer | 35 | $112,000 |
James Abraham B III Chair | OfficerTrustee | 1 | $0 |
Busching Marcia Vice Chair | OfficerTrustee | 1 | $0 |
Thakkar Sima Secretary | OfficerTrustee | 1 | $0 |
Miller Jameson Treasurer | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
August Building Company Construction | 12/30/16 | $503,753 |
K & Mr Llc Dba Aaa Cooling Specialists Air Conditioning Contracting | 12/30/16 | $109,236 |
Rio Grande Concrete Services Construction And Concrete | 12/30/16 | $106,580 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,478,045 |
| Investment income | $3,524 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,000,326 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $2,745,300 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $253,886 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,075,337 |
| Pension plan accruals and contributions | $23,472 |
| Other employee benefits | $71,254 |
| Payroll taxes | $105,331 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $1,892 |
| Fees for services: Accounting | $39,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $102,193 |
| Advertising and promotion | $8,222 |
| Office expenses | $52,667 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $2,420 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $103,214 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $61,085 |
| Insurance | $55,227 |
| All other expenses | $0 |
| Total functional expenses | $5,025,469 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,958,196 |
| Savings and temporary cash investments | $162,181 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $353,554 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $5,852,587 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $80,059 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $139,813 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,894,074 |
| Total assets | $14,366,435 |
| Accounts payable and accrued expenses | $428,439 |
| Grants payable | $0 |
| Deferred revenue | $226,650 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $457,241 |
| Unsecured mortgages and notes payable | $2,048,548 |
| Other liabilities | $289,813 |
| Total liabilities | $3,450,691 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $10,915,744 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Trellis has recieved totaling $243,241.
| Awarding Organization | Amount |
|---|---|
Local Initiatives Support Corporation New York, NY PURPOSE: SEE PART IV | $120,200 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $41,920 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $35,000 |
Desert Financial Credit Union Phoenix, AZ PURPOSE: 2021 END OF YEAR GIVING | $20,000 |
Arizona Community Foundation Phoenix, AZ PURPOSE: PROGRAM SUPPORT | $13,333 |
Zions Bancorporation Foundation Salt Lake City, UT PURPOSE: SUPPORT HOUSING COUNSELING | $10,000 |
Endowment Analysis
| Beg. Balance | $100,000 |
| Ending Balance | $100,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Trellis Phoenix, AZ | $14,366,435 | $6,000,326 |
Stovall Development Corporation Los Angeles, CA | $15,224,162 | $3,956,852 |
Neighborhood Housing Services Of The Inland Empire Inc San Bernardino, CA | $6,288,165 | $1,968,201 |
United South Broadway Corporation Albuquerque, NM | $880,290 | $964,154 |
Shared Housing And Resource Exchange California Santa Rosa, CA | $388,408 | $771,294 |
Homesfund Durango, CO | $12,692,092 | $1,385,427 |
Affordable Housing Clearinghouse Lake Forest, CA | $1,947,604 | $540,630 |
Special Assistance Fund For Energy Safe Reno, NV | $382,283 | $307,507 |
Five Rivers Loan Fund Inc Happy Camp, CA | $1,465,568 | $158,853 |
Greenline Housing Foundation Pasadena, CA | $87,704 | $0 |
Sense Of Security Inc Denver, CO | $269,275 | $148,497 |
Smart Share Housing Solutions Inc San Luis Obispo, CA | $83,313 | $0 |