Trellis

Nonprofit profile at a glance

EIN
320460001
IRS 990-EZ coverage
2016–2023
Forms available
Form 990 2021, Form 990-EZ 2023
Location
Oakland, CA, USA
Phone
4159995827
Rating confidence
Limited
Sector
Management & Technical Assistance

Official website

Reported finances

Revenue
$0
Expenses
$54,635
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • Clayton Virgil (Board Chair)
  • Janet Carlson (Director)
  • Cynthia Grutzik (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Trellis partners with school districts and teacher preparation providers to recruit, develop and retain exceptional STEM teachers by supporting them over time with mentors, a learning community of peers and opportunities for continued growth and leadership within the teaching profession.

What it reported doing in 2023

Mentor Fellow Training and Support : we supported 7 mentors across three regions (San Francisco, East Bay and North Bay). Program Leads provided more context specific support. New Teacher Training and Support: we supported pre-service teachers and beginning teachers in the community.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 97
  • Transparency & Controls: 82
  • Sustainability: 7
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 97.1%; rating input score 97

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -1.9% per year; rating input score 0; 44th percentile among comparable filings
  • Revenue growth: -6.9% per year; rating input score 0; 31st percentile among comparable filings
  • Asset growth: -13.8% per year; rating input score 0; 14th percentile among comparable filings

Details

  • Where the money goes: 97.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $53K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2016 to 2023
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.