TRELLIS FOUNDATION

EIN: 814714749 501(c)(3) Human Services

ROUND ROCK, TX

Total Revenue
$23,675,107
Total Expenses
$19,545,909
Total Assets
$545,120,786
Net Assets
$544,608,860
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
TX
Principal Officer
KRISTIN BOYER
Phone
8772556656
Tax Period
2024-10-01 to 2025-09-30

TRELLIS FOUNDATION, founded in 2016, is a mid-sized nonprofit in the Human Services sector that reported $23.7M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.1M, a strong 17% operating margin.

Mission

WE BELIEVE EVERY TEXAS STUDENT DESERVES THE OPPORTUNITY TO EARN A POSTSECONDARY CREDENTIAL OR DEGREE THAT HELPS THEM ACHIEVE THE FUTURE THEY ENVISION FOR THEMSELVES AND THEIR FAMILIES. WE INVEST IN THE PROGRAMS, PRACTICES, AND POLICIES THAT REMOVE BARRIERS AND ACCELERATE THE JOURNEY.

Program Service Accomplishments

Program 1
Expenses: $17,487,267

WE BELIEVE EVERY TEXAS STUDENT DESERVES THE OPPORTUNITY TO EARN A POSTSECONDARY CREDENTIAL OR DEGREE THAT HELPS THEM ACHIEVE THE FUTURE THEY ENVISION FOR THEMSELVES AND THEIR FAMILIES. WE INVEST IN...

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WE BELIEVE EVERY TEXAS STUDENT DESERVES THE OPPORTUNITY TO EARN A POSTSECONDARY CREDENTIAL OR DEGREE THAT HELPS THEM ACHIEVE THE FUTURE THEY ENVISION FOR THEMSELVES AND THEIR FAMILIES. WE INVEST IN THE PROGRAMS, PRACTICES, AND POLICIES THAT REMOVE BARRIERS AND ACCELERATE THE JOURNEY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,000,000
Program Service Revenue $0
Investment Income $13,675,107
Other Revenue $0
TOTAL REVENUE $23,675,107

Expense Breakdown

Grants Paid $16,503,140
Salaries & Benefits $1,349,438
Fundraising Expenses $0
Program Expenses $17,487,267
Other Expenses $1,693,331
TOTAL EXPENSES $19,545,909

Year-over-Year Comparison

2024 2023 Change
Revenue $23,675,107 $78,347,142 -0.7%
Expenses $19,545,909 $11,185,447 +0.7%
Net Income $4,129,198 $67,161,695 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
8
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$393,659
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DORA ANN VERDE CHAIR 2.00
Officer Director
$0 $0 $0
ALMA GARCIA VICE CHAIR 2.00
Officer Director
$0 $0 $0
JOSH HUNT BOARD MEMBER 2.00
Director
$0 $0 $0
MARK MILLIRON PHD BOARD MEMBER 2.00
Director
$0 $0 $0
RICHARD RHODES PHD BOARD MEMBER 2.00
Director
$0 $0 $0
SUZANNE WALSH JD BOARD MEMBER 2.00
Director
$0 $0 $0
WELCOME W WILSON JR BOARD MEMBER 2.00
Director
$0 $0 $0
KRISTIN BOYER PRESIDENT & CEO 40.00
Officer
$214,887 $23,305 $238,192
ERICA EKWURZEL CHIEF OF STAFF, SECRETARY 40.00
Officer
$146,667 $8,800 $155,467
JENNY ACHILLES SR. DIRECTOR 40.00
Highest
$147,711 $10,832 $158,543
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $23,675,107 $19,545,909 $545,120,786 $4,129,198
2024 $78,347,142 $11,185,447 $501,046,144 $67,161,695
2023 $5,617,527 $5,395,130 $405,709,664 $222,397
2022 $179,771,374 $4,875,856 $364,914,250 $174,895,518
2021 $96,048,937 $4,638,076 $258,594,577 $91,410,861
2020 $8,970,184 $3,722,023 $144,505,829 $5,248,161
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