Trellis Community Development

Nonprofit profile at a glance

EIN
860632700
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Phoenix, AZ, USA
Phone
6022581659
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Official website

Reported finances

Revenue
$60,219
Expenses
$567,193
Assets
$2,434,385
Liabilities
$3,497,992

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • GOLBERG TRIXIEANN (CEO (THRU JULY 2024))
  • LOPEZ BRENDA (PRESIDENT & CEO)

Highest reported compensation

  • LOPEZ BRENDA (PRESIDENT & CEO): $121,702 total reported compensation
  • GOLBERG TRIXIEANN (CEO (THRU JULY 2024)): $106,256 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

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 for homeownership and lease-to-own homeownership opportunities. In 2024, trellis community development secured funding for development of additional single-family homes.

Operating model

Revenue model
Other-operating. 93% of the money available for current operations came from other operating revenue.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 78
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 19
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 65.7%; rating input score 66
  • Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 4; 4th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -841.9%; rating input score 6; 6th percentile among comparable filings
  • Total-asset coverage ratio: 4.29; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 1.44; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 1.5%; rating input score 19; 19th percentile among comparable filings

Growth

  • Program expense growth: 13.3% per year; rating input score 100; 79th percentile among comparable filings
  • Revenue growth: 11.2% per year; rating input score 100; 88th percentile among comparable filings
  • Asset growth: 8.3% per year; rating input score 100; 76th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 65.7% of spending went to programs
  • Governance: 11 of 11 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $373K in reported program spending
  • Leadership: top reported pay $122K · 13 people listed
  • Consistency: 23 of 23 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 1 filed related-organization link
  • 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.

  • High — Financial Efficiency: Fundraising efficiency scored 4/100.
  • High — Sustainability: Operating margin scored 6/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.
  • High — Sustainability: Officer compensation ratio scored 19/100.