PHOENIX, AZ
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)TRELLIS, founded in 1975, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2024. The organization ran a surplus of $2.1M, a strong 41% operating margin.
TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING.
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...
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.
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 - 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.
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $5,097,340 | $5,088,692 | +0.0% |
| Expenses | $2,996,685 | $3,217,286 | -0.1% |
| Net Income | $2,100,655 | $1,871,406 | +0.1% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| BUSCHING MARCIA | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MILLER JAMESON | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| JAMES ABRAHAM B III | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| SPENCER GINGER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROMERO MICHAEL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| THOMAS KATIE | DIRECTOR (THRU JULY 2024) | 1.00 |
Director
|
$0 | $0 | $0 |
| SCHEEL BILL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| CHAVES PEDRO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GARCIA FABIO | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BUTLER REID | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TOWNSEND FELICIA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DARTEZ KIM | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| DOMBEK RALEIGH | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ORTEGA KRISTOPHER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GAVIN LAYA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| VAN DER VEEN KIM | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| GOLBERG TRIXIEANN | CEO (THRU JULY 2024) | 35.00 |
Officer
|
$101,229 | $5,027 | $106,256 |
| LOPEZ BRENDA | INTERIM CEO | 35.00 |
Officer
|
$118,199 | $3,503 | $121,702 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $5,097,340 | $2,996,685 | $16,954,717 | $2,100,655 |
| 2023 | $5,088,692 | $3,217,286 | $15,351,726 | $1,871,406 |
| 2022 | $2,874,307 | $2,986,394 | $15,452,926 | $-112,087 |
| 2021 | $6,814,482 | $7,955,567 | $12,864,711 | $-1,141,085 |
| 2020 | $6,000,326 | $5,025,469 | $14,366,435 | $974,857 |
| 2019 | $2,827,437 | $2,954,541 | $13,421,745 | $-127,104 |
| 2018 | $2,055,548 | $1,731,040 | $12,833,711 | $324,508 |
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