TRELLIS
1405 E MCDOWELL RD NO 100, PHOENIX, AZ 85006 www.trellisaz.org

Total Revenue
$2,827,437
Total Expenses
$2,954,541
Net Assets
$9,940,885

Organizations Filed Purposes: TRELLIS IS DEDICATED TO MAKING STABLE HOMES AND COMMUNITIES POSSIBLE BY EDUCATING, BUILDING AND LENDING.

LOAN AND LENDING SERVICES: TRELLIS IS A LICENSED MORTGAGE BANK IN THE STATE OF ARIZONA, A COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION, 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 A HOME PURCHASE.

HOMEBUYER EDUCATION AND COUNSELING: TRELLIS IS A HUD-APPROVED COUNSELING AGENCY THROUGH AFFILIATION WITH NEIGHBORWORKS AMERICA, HUD INTERMEDIARY. 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.

COMMUNITY BUILDING AND ENGAGEMENT: SUPPORTS A COMMERCIAL CORRIDOR FOCUSING ON LOCAL SMALL BUSINESS AND RESIDENT ENGAGEMENT LEADERSHIP AND PARTICIPATION.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Patricia Garcia DuartePRESIDENT & CEO35$137,106
Joel MccabeCOO35$106,390
Sima ThakkarSECRETARY1$0
Art PerezTREASURER1$0
Ramona MartinezVICE CHAIR1$0
Gina MontesCHAIR1$0
Cyndi RobertsDIRECTOR1$0
Summer FaussetteDIRECTOR1$0
Chase BrowningDIRECTOR1$0
Christoph KaiserDIRECTOR1$0
Abraham JamesDIRECTOR1$0
Jameson MillerDIRECTOR1$0
Elizabeth ChavezDIRECTOR1$0
Marcia J BuschingDIRECTOR1$0
Katherine WellsDIRECTOR1$0
Cj Eisenbarth HagerDIRECTOR1$0
Alicia O RuizDIRECTOR1$0
Angelo Chin FooDIRECTOR1$0
Reid ButlerDIRECTOR1$0
Dave BrownDIRECTOR1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202041409349301139_public.xml