Trellis

Learn about this cause: What are the reviews? Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 510152395 ✦ Phoenix, AZ ✦ Designated as a 501(c)(3)

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Overview

What is Trellis?

Trellis is a nonprofit organization based in Phoenix, Arizona, primarily engaged in loan and lending services. As a licensed mortgage bank in Arizona and a HUD-approved secondary lender, Trellis originates and services both first and second mortgage loans, as well as provides down payment and closing cost assistance. The organization has a mission to make stable homes and communities possible by educating, building, and lending. In 2022, Trellis created 183 first-time homeowners, counseled 425 households, educated 321 households, developed 20 single-family homes, and provided mortgage loans to 74 households. Trellis's efforts are particularly geared towards low-to-moderate income borrowers, with loan terms ranging from conventional interest-bearing loans to fully-forgivable loans that subsidize home purchases. With around 30 employees, Trellis is dedicated to supporting individuals and families in achieving homeownership and fostering stable communities.


Official website here: www.trellisaz.org

What are the reviews and ratings of this charity?

Charity Navigator Rating 95% - Four-Star out of Four Star rating

Trellis has received an impressive Four-Star rating from Charity Navigator, highlighting its strong performance in accountability and finance. With a high score of 95% in this category, Trellis demonstrates excellent financial health, including a program expense ratio of 87.32%, ensuring that a significant portion of funds directly supports its mission. The organization also benefits from a fully independent board, which enhances its governance and oversight.

In addition to its financial metrics, Trellis shows commitment to transparency and ethical practices, as evidenced by its comprehensive policies on conflict of interest, whistleblowing, and document retention. The organization's dedication to accountability is further reflected in its excellent audit and oversight practices, with no reported material diversions of assets.

While Trellis excels in many areas, its liability-to-assets ratio stands at 37.47%, which, although not alarming, suggests a need for ongoing monitoring to ensure financial stability. Overall, Trellis's strong financial management and governance lead to a positive outlook, making it a trustworthy option for donors and supporters.


This AI summary has been generated from information found on Charity Navigator.

Is Trellis legitimate?

Trellis is a legitimate nonprofit organization registered as a 501(c)(3) entity. Trellis submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $265,045
Professional Fundraising Fees: $0
Other Salaries and Wages: $1,357,554

For more financial information, click here


Official website here: www.trellisaz.org

What is the mission statement of Trellis?

Trellis is committed to fostering stable homes and communities by providing education, construction, and lending services. In 2022, they created opportunities for 183 first-time homeowners, counseled 425 households, educated 321 households, developed 20 single-family homes, and offered mortgage loans to 74 households. As a licensed mortgage bank in Arizona and a U.S. Department of Housing and Urban Development (HUD) approved secondary lender, Trellis originates and services first and second mortgage loans, as well as providing down payment and closing cost assistance. They also develop and administer specialized mortgage programs to cater to various borrowers, particularly those with low-to-moderate income. Their mission can be summarized as working towards making stable housing a reality for many by offering a comprehensive suite of services.


Official website here: www.trellisaz.org

Who is the CEO of Trellis?

Brenda Lopez is the Director of Trellis. The CEO's salary of Trellis is $42,946 and their total compensation is $44,035.


Official website here: www.trellisaz.org

What is the revenue of Trellis?

Trellis's revenue in 2022 was $2,874,307.


Official website here: www.trellisaz.org

Who are the executives of Trellis and what are their salaries?

The average compensation at Trellis during 2022 was $54,087. There are 30 employees and 30 volunteers at Trellis.


Here are 21 key members and their salaries (Trellis's CEO's salary is $42,946 and their total compensation is $44,035):


Montes Gina (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chin Foo Angelo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Faussette Summer (Director (Thru 10/05/2022))
  • Compensation: $0
  • Related: $0
  • Other: $0
Roberts Cyndi (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
O'Connell Tim (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Longoria David (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Katie (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Romero Michael (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Solorio Christian (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scheel Bill (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaramillo Gabriel (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chaves Pedro (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Garcia Fabio (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Abraham B Iii (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Busching Marcia (Vice Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Miller Jameson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thakkar Sima (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Duarte Patricia Garcia (Ceo (Thru 3/11/22))
  • Compensation: $42,946
  • Related: $0
  • Other: $1,089
Mccabe Joel (Coo (Thru 9/2/22))
  • Compensation: $87,783
  • Related: $0
  • Other: $7,337
Trailor Michael (Ceo)
  • Compensation: $84,158
  • Related: $0
  • Other: $2,850
Feight Jeffery (Cfo)
  • Compensation: $37,172
  • Related: $0
  • Other: $1,710


Official website here: www.trellisaz.org

Where can I find the form 990 for Trellis?

Trellis's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.trellisaz.org

Learn more at the official website: www.trellisaz.org

Mission Statement of Trellis

Trellis, a dedicated organization, is committed to making stable homes and communities a reality. They accomplish this mission through a three-pronged approach: education, building, and lending. By providing these services, Trellis strives to create opportunities for individuals and families to secure a lasting home.

In the realm of lending, Trellis is a licensed mortgage bank in Arizona and a U.S. Department of Housing and Urban Development (HUD) approved secondary lender. They originate and service first and second mortgage loans, offering a range of terms to cater to various borrowers, with a particular focus on low-to-moderate income individuals. Additionally, Trellis develops and administers special mortgage programs designed to address the credit needs of various borrowers.

Trellis's dedication to making stable homes and communities extends beyond lending. They also offer educational resources, counseling, and development services. In 2022, Trellis educated 321 households, counseled 425 households, and developed 20 single-family homes. Furthermore, they provided mortgage loans to 74 households, demonstrating their commitment to helping individuals and families secure a home of their own.

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Impact




July, 2024

Trellis has made a significant impact in providing stable homes and communities by creating 183 first-time homeowners, counseling 425 households, educating 321 households, developing 20 single-family homes, and providing 74 households with mortgage loans in 2022. Through its loan and lending services, Trellis has played a vital role in facilitating home ownership, particularly for low-to-moderate income borrowers. Additionally, as an HUD-approved secondary lender and licensed mortgage bank in Arizona, Trellis has administered special mortgage programs to meet the credit needs of various borrowers. This impactful work contributes to the overall stability and well-being of communities, fulfilling Trellis's mission of making stable homes and communities possible.




This information is meant to be a general summary of Trellis. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$2,874,307 (2022)
Expenses
$2,986,394 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $222
  • Program Service Revenue: $560,758
  • Gross Receipts: $2,906,399

Assets and Liabilities:

  • Total Assets: $15,452,926
  • Total Liabilities: $5,790,354
  • Net Assets: $9,662,572

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

LOAN SERVICING & ORIGI

Revenue

$439,699

HOME BUYER EDUCATION &

Revenue

$69,297

EMERGENCY ASSISTANCE

Revenue

$28,558

AFFORDABLE HOUSING DEV

Revenue

$23,204

Organization Details

Founding Year

1975

Principal Officer

Brenda Lopez

Main Address

1405 E MCDOWELL RD 100, PHOENIX, AZ, 85006

NTEE Category

Code: L80 - Housing

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