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TREC COMMUNITY INVESTORS

EIN 80-0718545 DALLAS, TX

Largest nonprofits in Texas

Revenue 2023
$3,169,420
Expenses 2023
$2,984,142

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P20
Classification
1000
Street
3100 MCKINNON ST STE 1150

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

2 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 1150). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2023

Mission

TREC COMMUNITY INVESTORS JOINS FORCES WITH UNDERSERVED COMMUNITIES TO INVEST IN THE DISINVESTED, ENERGIZE NEIGHBORHOODS, AND CHANGE LIVES. THROUGH ACCESS TO FLEXIBLE CAPITAL AND REAL ESTATE EXPERTISE, WE MAKE AN UNWAVERING COMMITMENT TO BUILD A LASTING IMPACT IN THE COMMUNITIES WE SERVE.

  • NEIGHBORHOOD REVITALIZATION: TREC CI PARTNERS WITH OTHER COMMUNITY ORGANIZATIONS TO FOCUS ON JOB AND WEALTH CREATION AND COMMUNITY OWNERSHIP AND LEADERSHIP OPPORTUNITIES IN LOW TO MODERATE INCOME COMMUNITIES.

    Expenses $1,638,233 · Grants $364,338 · Revenue $633,663

  • HOUSING: TREC CI PROVIDES FUNDING FOR RENOVATION OF MULTIFAMILY PROPERTIES, HOME IMPROVEMENT PROJECTS; PROVIDES PROFESSIONAL SERVICES AND VOLUNTEER SUPPORT AS WELL AS GRANTS FOR REHABILITATION PROJECTS, AND PLAYS A ROLE IN THE ESTABLISHMENT OF A COMMUNITY LAND TRUST.

    Expenses $624,042 · Grants $75,000

  • EDUCATION: TREC CI OFFERS TARGETED LEARNING OPPORTUNITIES FOR THOSE IN THE COMMUNITY WHO WANT TO EXPAND THEIR KNOWLEDGE OF REAL ESTATE. PARTICIPANTS ARE SELECTED THROUGH AN APPLICATION PROCESS. IN ADDITION, TREC CI INVESTS IN AND MAKES GRANTS TO ORGANIZATIONS WHO ARE IN EDUCATION, SUCH AS SCHOOLS, AS WELL AS INVESTS IN EDUCATIONAL PROJECTS.

    Expenses $397,623 · Grants $275,000 · Revenue $17,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Mike Geisler

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Kitty Henry

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5
  • Heidi Barath

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5
  • Aaron Echols

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Fernando Ceballos

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Ace Roman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Chase Evans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • David Fazio

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Jeff Carter

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • John Riggins

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Josh White

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Kevin Wierenga

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Lesley McCaslin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Courtney Spellicy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • David Lawrence

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Jeff Kocher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Kent Howard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Denise Fansler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Ian Fairchild

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Taylor Dickerson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Tripp Russ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Chad Allman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Marcy Helfand

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Linda McMahon

    CEO/PRESIDENT

    Total calculated
    $498,398
    From this org
    $241,038
    From related orgs
    $241,038
    Other
    $16,322
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $187,986 + $187,986 related
    Bonus
    $52,745 + $52,745 related
    Other
    $307 + $307 related
    Deferred
    $7,300 + $7,300 related
    Nontaxable benefits
    $861 + $861 related
    Filer's total
    $249,199 + $249,199 related
  • Summer Loveland

    CFO/COO

    Total calculated
    $273,210
    From this org
    $127,110
    From related orgs
    $127,110
    Other
    $18,990
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $100,791 + $100,791 related
    Bonus
    $26,250 + $26,250 related
    Other
    $69 + $69 related
    Deferred
    $3,424 + $3,424 related
    Nontaxable benefits
    $6,071 + $6,071 related
    Filer's total
    $136,605 + $136,605 related

The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $3,169,420
    Expenses
    $2,984,142
    Contributions
    $2,210,503
    Grants paid
    $714,338
  • 2022
    Revenue
    $2,244,311
    Expenses
    $2,651,940
    Contributions
    $1,638,709
    Grants paid
    $550,175

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $2,221,156
    Expenses
    $1,648,439
    Assets (EOY)
    $12,217,217
  • 2020 · 990

    Revenue
    $2,622,902
    Expenses
    $568,071
    Assets (EOY)
    $11,220,097
  • 2019 · 990

    Revenue
    $6,465,950
    Expenses
    $2,349,577
    Assets (EOY)
    $7,760,664
  • 2018 · 990

    Revenue
    $1,301,347
    Expenses
    $492,860
    Assets (EOY)
    $2,376,282
  • 2017 · 990

    Revenue
    $464,154
    Expenses
    $370,260
    Assets (EOY)
    $1,582,609
  • 2016 · 990

    Revenue
    $328,926
    Expenses
    $220,966
    Assets (EOY)
    $1,738,406
  • 2015 · 990

    Revenue
    $240,240
    Expenses
    $113,374
    Assets (EOY)
    $1,123,530
  • 2014 · 990

    Revenue
    $7,018
    Expenses
    $15,334
    Assets (EOY)
    $814,782
  • 2013 · 990

    Revenue
    $307,756
    Expenses
    $9,544
    Assets (EOY)
    $773,060

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.