Trellis Foundation
- Assets
- $258.6m
- Revenue
- $96.0m
- Investments
- $0.0
- Employees
- 4
- Location
- Round Rock, TX
- Founding
- Data as of
- 09/2021
- EIN
- 81-4714749
Organization Overview
Trellis Foundation is located in Round Rock, TX. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 09/2021, Trellis Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Trellis Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Trellis Foundation generated $96.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (6.4%) each year.
Since 2020, Trellis Foundation has awarded 55 individual grants totaling $9,919,990. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
GENERAL STATEMENT 1THE TRELLIS FOUNDATION AIMS TO INCREASE POSTSECONDARY ATTAINMENT AND AFFORDABILITY BY SUPPORTING IDEAS AND STRATEGIES THAT TEST AND INFORM PRACTICE AND POLICY TO POSITIVELY IMPACT STUDENT DECISION-MAKING AND PRUDENT STUDENT DEBT.FOUNDED BY TRELLIS COMPANY ("TRELLIS"), THE TRELLIS FOUNDATION ("THE FOUNDATION") IS A PUBLIC CHARITABLE ORGANIZATION BUILT ON A 40-YEAR HERITAGE OF SUPPORTING STUDENTS AND FAMILIES IN TEXAS WHO ARE PURSUING THEIR EDUCATIONAL AND CAREER DREAMS. TRELLIS FOUNDATION FOCUSES ON IMPROVING ATTAINMENT FOR LOW-TO MODERATE-INCOME STUDENTS WHO MAY NOT OTHERWISE HAVE AN OPPORTUNITY TO EARN A POSTSECONDARY CREDENTIAL OR DEGREE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kristin Boyer Executive Director | Officer | 40 | $145,835 |
Richard Rhodes Board President | OfficerTrustee | 2 | $0 |
Dora Ann Verde Board Secretary | OfficerTrustee | 2 | $0 |
Mark Milliron Vice Chair | OfficerTrustee | 2 | $0 |
Welcome Wilson Jr Board Member | Trustee | 2 | $0 |
Josh Hunt Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $79,953,723 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $79,953,723 |
| Total Program Service Revenue | $0 |
| Investment income | $3,064,434 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $13,030,780 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $96,048,937 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,980,829 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $189,720 |
| Compensation of current officers, directors, key employees. | $189,720 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $163,362 |
| Pension plan accruals and contributions | $7,765 |
| Other employee benefits | $16,245 |
| Payroll taxes | $13,438 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,570 |
| Fees for services: Accounting | $48,062 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $5,142 |
| Fees for services: Other | $55,828 |
| Advertising and promotion | $0 |
| Office expenses | $66 |
| Information technology | $35,909 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $4,988 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $9,091 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $8,058 |
| All other expenses | $0 |
| Total functional expenses | $4,638,076 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $601,294 |
| Savings and temporary cash investments | $10,061,842 |
| Pledges and grants receivable | $4,500,000 |
| Accounts receivable, net | $368,412 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $37,518 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $243,025,511 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $258,594,577 |
| Accounts payable and accrued expenses | $142,853 |
| Grants payable | $2,527,580 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $10,325 |
| Total liabilities | $2,680,758 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $255,913,819 |
| Total liabilities and net assets/fund balances | $258,594,577 |
Grants Awarded
Over the last fiscal year, Trellis Foundation has awarded $3,974,192 in support to 19 organizations.
| Grant Recipient | Amount |
|---|---|
Corpus Christi, TX PURPOSE: STRATEGIC | $546,644 |
Austin, TX PURPOSE: STRATEGIC | $297,063 |
Temple, TX PURPOSE: CAPACITY | $292,503 |
Houston, TX PURPOSE: STRATEGIC | $248,741 |
Waco, TX PURPOSE: STRATEGIC | $247,369 |
Austin, TX PURPOSE: STRATEGIC | $247,260 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Trellis Foundation has recieved totaling $79,953,723.
| Awarding Organization | Amount |
|---|---|
Texas Guaranteed Student Loan Corporation Round Rock, TX PURPOSE: CAPACITY BLDG/STUDENT FUND | $79,953,723 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Total Community Action Inc New Orleans, LA | $98,605,042 | $21,062,110 |
Community Council Of Greater Dallas Dallas, TX | $4,744,328 | $19,419,389 |
Nueces County Community Action Agency Corpus Christi, TX | $6,907,131 | $19,554,955 |
United Community Action Program Inc Pawnee, OK | $10,772,761 | $18,838,270 |
Lulac Project Amistad El Paso, TX | $13,396,414 | $20,646,890 |
Youth And Family Alliance Austin, TX | $17,411,303 | $18,334,235 |
Community Action Agency Of Ok City & Ok Canadian Counties Inc Okc, OK | $7,076,135 | $17,912,554 |
Economic Opportunities Advancement Corporation Of Planning Region Xi Waco, TX | $7,841,884 | $18,666,042 |
Arkansas Early Learning Inc Jonesboro, AR | $12,519,715 | $17,680,686 |
Big Five Community Services Inc Durant, OK | $12,347,730 | $17,649,703 |
High Plains Christian Ministries Foundation Amarillo, TX | $595,357,596 | $31,544,091 |
Community Services Office Of Hot Springs And Garland County Arkansa Hot Springs, AR | $3,711,408 | $16,980,162 |