Nonprofit · EIN 51-0152395
TRELLIS
Tax-exempt · PHOENIX, AZ 85006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,097,340 | $2,996,685 | $2,100,655 | $16,954,717 | $3,320,083 | $13,634,634 |
| December 31, 2023 | 990 | $5,088,692 | $3,217,286 | $1,871,406 | $15,351,726 | $3,817,747 | $11,533,979 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,741,314
- of which government grants
- $1,136,546
- Program service revenue
- $899,647
- Investment income
- $72,960
- Other revenue
- $383,419
Expenses
- Grants and similar amounts paid
- $220,000
- Compensation of officers, directors and key employees
- $222,324
- Other salaries and wages
- $1,164,696
- Salaries, compensation and benefits (total)
- $1,602,331
- Professional fundraising fees
- $0
- Legal fees
- $7,280
- Accounting fees
- $59,690
- Travel
- $23,586
- Depreciation
- $85,891
- Program services (functional)
- $2,087,230
- Management and general (functional)
- $839,064
- Fundraising (functional)
- $70,391
Balance sheet and other
- Total assets, start of year
- $15,351,726
- Total assets, end of year
- $16,954,717
- Total liabilities, end of year
- $3,320,083
- Net assets, end of year
- $13,634,634
- Land, buildings and equipment
- $1,793,564
- Net assets without donor restrictions
- $12,779,060
- Net assets with donor restrictions
- $855,574
- Gross unrelated business income
- $24,477
- Gross receipts
- $5,125,441
- Employees
- 26
- Volunteers
- 30
- Year formed
- 1975
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LOPEZ BRENDA | INTERIM CEO Officer | 35 | $118,199 | $3,503 |
| GOLBERG TRIXIEANN | CEO (THRU JULY 2024) Officer | 35 | $101,229 | $5,027 |
| BUSCHING MARCIA | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MILLER JAMESON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ABRAHAM B III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SPENCER GINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROMERO MICHAEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS KATIE | DIRECTOR (THRU JULY 2024) Trustee or director | 1 | $0 | $0 |
| SCHEEL BILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHAVES PEDRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARCIA FABIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BUTLER REID | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOWNSEND FELICIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARTEZ KIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMBEK RALEIGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ORTEGA KRISTOPHER | DIRECTOR Trustee or director | 1 | $0 |
| GAVIN LAYA | DIRECTOR Trustee or director | 1 | $0 |
| VAN DER VEEN KIM | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LOPEZ BRENDA | INTERIM CEO Officer | 35 | $98,699 | $3,083 |
| TRAILOR MICHAEL | CEO (THRU 7/3/2023) Officer | 35 | $86,019 | $4,060 |
| FEIGHT JEFFERY | CFO (THRU 7/3/2023) Officer | 35 | $64,400 | $6,150 |
| CHIN FOO ANGELO | DIRECTOR (THRU 12/18/23) Trustee or director | 1 | $0 | $0 |
| ROBERTS CYNDI | DIRECTOR (THRU 09/14/23) Trustee or director | 1 | $0 | $0 |
| O'CONNELL TIM | DIRECTOR (THRU 12/14/23) Trustee or director | 1 | $0 | $0 |
| LONGORIA DAVID | DIRECTOR (THRU 12/14/23) Trustee or director | 1 | $0 | $0 |
| THOMAS KATIE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCHEEL BILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JARAMILLO GABRIEL | DIRECTOR (THRU 12/14/23) Trustee or director | 1 | $0 | $0 |
| CHAVES PEDRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARCIA FABIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SPENCER GINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SOLORIO CHRISTIAN | DIRECTOR (THRU 10/12/23) Trustee or director | 1 | $0 | $0 |
| ROMERO MICHAEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BUENO JESSICA | DIRECTOR (THRU 08/10/23) Trustee or director | 1 | $0 | $0 |
| ENRIQUEZ FRANK | DIRECTOR (THRU 03/30/23) Trustee or director | 1 | $0 | $0 |
| BUTLER REID | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOWNSEND FELICIA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARTEZ KIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DOMBEK RALEIGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ORTEGA KRISTOPHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GAVIN LAYA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VAN DER VEEN KIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES ABRAHAM B III | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BUSCHING MARCIA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MILLER JAMESON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THAKKAR SIMA | SECRETARY (THRU 12/18/23) Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1405 E MCDOWELL RD 100, PHOENIX, AZ 85006-2938
- In care of
- % PAMELA KLAVINSKI
- Principal officer (990 for 2024)
- BRENDA LOPEZ, 1405 E MCDOWELL RD 100, PHOENIX, AZ 85006
- Signed the 990
- BRENDA LOPEZ, PRESIDENT & CEO
- Phone
- (602) 258-1659
- Website
- WWW.TRELLISAZ.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING.
Program accomplishments
- 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. 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.Expenses $1,227,257 · grants $220,000 · revenue $394,925
- 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 SELLING AND PURCHASING PROPERTIES NOT OWNED BY TRELLIS; AND LIST PROPERTIES OWNED BY THE CITY OF PHOENIX FOR SALE TO FIRST-TIME HOMEBUYERS.Expenses $279,702 · revenue $438,798
- 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.Expenses $432,980 · revenue $391,418
- Expenses $147,291 · revenue $33,448
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0152395
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,954,717
- Income (IRS master file)
- $5,125,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,097,340 | $2,996,685 | $16,954,717 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $5,088,692 | $3,217,286 | $15,351,726 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,874,307 | $2,986,394 | $15,452,926 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0152395).
Questions about TRELLIS
- What is the EIN of TRELLIS?
- The employer identification number (EIN) of TRELLIS is 51-0152395.
- Is TRELLIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to TRELLIS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRELLIS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRELLIS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRELLIS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRELLIS?
- The 990 for the year ended December 31, 2024 names BRENDA LOPEZ.
- Who are the officers and directors of TRELLIS?
- The 990 for the year ended December 31, 2024 lists 18 people; 2 received compensation from the organization, the highest $118,199 (LOPEZ BRENDA, INTERIM CEO).
- How much revenue does TRELLIS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,097,340, expenses of $2,996,685 and total assets of $16,954,717 at year end.
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- DIGNITY COMMUNITY CARE EIN 81-5009488 · last filed 990 for 2025
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- GRAND CANYON UNIVERSITY EIN 47-2507725 · last filed 990 for 2025
- COMMONSPIRIT WASHINGTON EIN 91-0564491 · last filed 990 for 2025
- BANNER UNIVERSITY FAMILY CARE EIN 46-3766901 · last filed 990 for 2024
- PHOENIX CHILDRENS HOSPITAL EIN 86-0422559 · last filed 990 for 2024