named programs · 7 · from sources
what they call their work
Community Building
Engages in community building and revitalization efforts, including supporting the McDowell Road Commercial Corridor in Phoenix.
Financial Coaching Workshops
Offers workshops to improve budgeting and credit repair skills, and provides one-on-one coaching to help clients achieve financial goals, manage debt, and improve credit scores.
Homebuyer Education Classes
An 8-hour class that arms participants with knowledge to be informed homebuyers, covering topics like comparison shopping for mortgage loans and selecting real estate agents.
Homeownership Counseling
Provides personalized guidance, including intake applications, financial document review, action plan creation, and follow-up appointments to help clients become mortgage-ready.
Lending Options
As a non-profit mortgage banker, Trellis provides conditional first mortgage loan approval and conditional down payment assistance approval.
Post-Purchase Financial Coaching Workshops
Offers continuing help with personal budgeting and refinancing options for existing homeowners.
Real Estate Development
Develops affordable housing options, including building and rehabilitating homes for purchase.
activities · 4 clusters
what they do
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Housing Counseling & Homebuyer Education 4 activities
- Homebuyer Education ClassesOffers HUD-approved 8-hour in-person homebuyer education classes and free three-day online or virtual financial literacy classes (three 2-hour sessions over consecutive days), requiring full attendance. These classes cover budgeting, credit, savings, and informed home buying decisions.
- Homebuyer Education ClassesOffers HUD-approved 8-hour in-person homebuyer education classes, as well as free three-day online and virtual financial literacy classes consisting of three 2-hour sessions requiring full attendance.
- One-on-One Homeownership CounselingProvides individual pre-purchase counseling and one-on-one financial counseling to help clients improve credit, manage budgeting and debt, repair credit, and navigate home buying and mortgage refinancing decisions, delivered by HUD-certified instructors.
- One-on-One Homeownership CounselingProvides individual pre-purchase counseling and ongoing financial counseling to help clients overcome obstacles to homeownership, including financial literacy, credit repair, budgeting, debt repayment, down payment assistance, and mortgage refinancing decisions. Services are delivered by HUD-certified instructors.
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Permanent Affordable Housing Development 2 activities
- Neighborhood Revitalization and DevelopmentEngages in neighborhood development and revitalization efforts, including building or rehabbing homes for purchase, with a focus on the McDowell Road Commercial Corridor in Phoenix and surrounding neighborhoods.
- Neighborhood Revitalization and DevelopmentEngages in neighborhood development and revitalization efforts, including along the McDowell Road Commercial Corridor in Phoenix, and builds or rehabilitates homes for purchase to support homeownership in local communities.
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Homeownership Down Payment Assistance 1 activity
- Down Payment and Closing Cost AssistanceProvides financial assistance for down payment and closing costs to first-time homebuyers through the Arizona is Home (AIH) program.
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Uncategorized 2 activities
- Down Payment and Closing Cost AssistanceProvides financial assistance for down payments and closing costs to first-time homebuyers through the Arizona is Home (AIH) program.
- Financial Access ServicesOffers financial access services as part of broader financial literacy and homeownership preparation programming.
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financials · form 990 · fy2021
the money
revenue
Total revenue$2.22M
Contributions & grants$2.02M91%
Program service revenue$210K9%
Investment income$00%
Other revenue$-16K
expenses
Total expenses$3.09M
Program expenses96%
Admin / overhead3%
Fundraising1%
Salaries & benefits$153K
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$7.06M
Cash$892K
Investments$0
Liabilities$6.83M
Net assets$233K
Liquid reserves3.5 mo
2 years on record · 2020–2021 · YoY revenue +351.4%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DUARTE PATRICIA GARCIA | PRESIDENT/CEO | 5 | $146K |
| MCCABE JOEL | CHIEF OPERATING OFFICER | 5 | $122K |
board members · 10
- ANDERSON STEPHEN — DIRECTOR (THRU 8/2021)
- BUTLER REID — SECRETARY
- MARTINEZ T RAMONA — CHAIR
- PEREZ ARTURO — DIRECTOR
- ROMERO MICHAEL — DIRECTOR
- RUIZ ALICIA — DIRECTOR
- SCHEEL BILL — TREASURER
- SEABURY DR CHESTER — DIRECTOR
- SOLORIO CHRISTIAN — DIRECTOR
- TAPIA HUGO — VICE CHAIR
relationships · 9
who they work with
- Arizona is Home (AIH) Partner — Provides funds for down payment and closing cost assistance to first-time homebuyers.
- Trellis Construction Partner — Construction arm associated with Trellis Community Development.
- Trellis Construction Partner — Construction entity associated with Trellis, indicated by ROC257107Trellis Construction.
- Trellis Mortgage, LLC Partner — Entity providing mortgage lending services in partnership with Trellis Community Development.
- Trellis Realty, LLC Partner — Designated broker and realty arm associated with Trellis Community Development.
- Trellis Realty, LLC Partner — Designated broker entity associated with Trellis Community Development.
- U.S. Department of Housing and Urban Development Government — HUD-approved housing counseling agency
- U.S. Department of the Treasury Government — Subject to U.S. Department of the Treasury anti-discrimination policies and compliance requirements
- U.S. Department of the Treasury Government — Subject to federal non-discrimination policies enforced by the U.S. Department of the Treasury.