TRELLIS

As filed

Subsection

03

Classification

1000

Street

1405 E MCDOWELL RD 100

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

1 other organization in the IRS Business Master File lists the same street address. matched by us

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.

• TRELLIS COMMUNITY DEVELOPMENT

  EIN 86-0632700

Mission and programs · 2024

• 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

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $5,097,340

  Expenses

  $2,996,685

  Contributions

  $3,741,314

  Grants paid

  $220,000

• 2023

  Revenue

  $5,088,692

  Expenses

  $3,217,286

  Contributions

  $2,895,077

  Grants paid

  $293,825

• 2022

  Revenue

  $2,874,307

  Expenses

  $2,986,394

  Contributions

  $1,735,296

  Grants paid

  $150,000

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

• 2024 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2023 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2022 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2021 · 990

  Revenue

  $6,814,482

  Expenses

  $7,955,567

  Assets (EOY)

  $12,864,711

• 2021 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2020 · 990

  Revenue

  $6,000,326

  Expenses

  $5,025,469

  Assets (EOY)

  $14,366,435

• 2020 · 990-T

  Revenue

  — not reported

  Expenses

  — not reported

  Assets (EOY)

  — not reported

• 2019 · 990

  Revenue

  $2,827,437

  Expenses

  $2,954,541

  Assets (EOY)

  $13,421,745

• 2018 · 990

  Revenue

  $2,055,548

  Expenses

  $1,731,040

  Assets (EOY)

  $12,833,711

• 2017 · 990

  Revenue

  $2,885,592

  Expenses

  $2,846,106

  Assets (EOY)

  $12,537,962

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. Showing the 10 most recent; the API carries the rest.

Grants made

• TRELLIS COMMUNITY DEVELOPMENT

  $149,900

  2023 · CAPITAL SUPPORT OF AFFORDABLE HOUSING PROJECTS

Where these grants went next →

Grants received

• NEIGHBORHOOD REINVESTMENT CORP

  $363,000

  2024 · GENERAL SUPPORT

• NEIGHBORHOOD REINVESTMENT CORP

  $356,500

  2022 · GENERAL SUPPORT

• NEIGHBORHOOD REINVESTMENT CORP

  $344,000

  2023 · GENERAL SUPPORT

• LOCAL INITIATIVES SUPPORT CORPORATION

  $187,500

  2022 · SEE PART IV

• NATIONAL FAIR HOUSING ALLIANCE

  $123,000

  2022 · FUND COMMUNITY ACCESSIBILITY PROJECTS

• BURTON FAMILY FOUNDATION

  $50,000

  2022 · SUPPORT FOR THE PERIWINKLE MOBILE HOME PARK RESIDENT RELOCATION EFFORTS

• JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX

  $50,000

  2022 · OPERATIONAL SUPPORT

• CHARITIES AID FOUNDATION AMERICA

  $40,520

  2023 · CHARITABLE DONATION

• ARIZONA COMMUNITY FOUNDATION

  $40,000

  2023 · GENERAL SUPPORT

• NATIONAL FAIR HOUSING ALLIANCE

  $37,000

  2023 · FUND COMMUNITY ACCESSIBILITY PROJECTS

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

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.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files