Trellis is now Trellis. See the press release here.

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A year of change. A cause for celebration.

2015 proved to be a year of change. Although we got a new name, we are still the same organization – a team that focuses on creating stable homes and communities. The proof is in our numbers from the year.

866 Households Received Pre-purchase, Post-purchase, Reverse Mortgage And Foreclosure Intervention Counseling

1079 Took Homebuyer Education Or Financial Management Workshops

308 Homes Saved From Foreclosure

14 Houses Rehabbed, Developed And/or Sold

221 Families/individuals Received Mortgages, Mortgage Relief Loans And/or Down Payment Assistance

285 Families/individuals Purchased Their First Homes

Your donation helps create stable homeownership.

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This has been an amazing year for Trellis. We started out 2015 as Neighborhood Housing Services of Phoenix and three months into the year, we became Trellis. After 40 years we thought it was a good time to make a change.

To us, the name Trellis more accurately reflects what we do and how we do it. Just as a garden trellis does, we serve as a framework to support, to nurture, and to cultivate people and communities so that they can thrive.

What hasn’t changed, and won’t, is how we treat our clients. We have always had their best interests at heart – by understanding their needs for reliable information and honest advice, by caring about what’s best for them, by being in their corner to support them and our neighborhoods for the past 40 years.

We hope this year’s Annual Report conveys how much we care about our clients and value our partners, about how much HomeMatters™ and about how important it is for us to continue our legacy of helping hard-working individuals and families realize the dream of financially-stable homeownership. We hope you agree.

Sincerely,
Patricia Garcia Duarte
President/CEO

Change & Celebrations

Click the photos below to learn more about Trellis’ incredible 2015 achievements.

You can help us build more affordable homes.

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After diligently working with our counselors to get her credit in shape, Carole King Shaw bought a home in the Garfield neighbor. Now, nine years later, she has completely paid off her loan!

“I felt a real sense of accomplishment. My hard work paid off.”

- Carol King Shaw

Marcos Torres is a formerly-homeless client who is now financially savvy. After working with a counselor, he rebuilt his credit and has saved enough for a down payment.

“I know what it is to have nothing. This is the most money I’ve ever saved.”

- Marcos Torres

“We wanted the stability that a home gives,” explained Garrett. “We wanted our kids to grow up in a neighborhood, where the neighbors all knew one another.”

- Garrett Riedel

2015 Finances

Support & Revenue

Public Support	2015	2014
Governmental Grants	2,225,419	3,119,115
Nongovernmental grants and contributions	515,502	676,793
Contributions in-kind	163,300
Total Support	2,904,221	3,795,908
Revenue	2015	2014
Fees	5,014,549	6,852,005
Interest Income on Mortgages	170,312	159,606
Investment Income	1,670	23,293
Bad Debt Recoveries	-	-
Sale of Property	-	-
Total Revenue	5,186,531	7,034,904
Total Support & Revenue	8,090,752	10,830,812

2015 Expenses

Program Services	2015	2014
Homebuyer Counseling & Education	732,867	957,127
Loan Services	5,882,125	8,232,801
Affordable Housing Development	386,951	307,522
Agency Funds	5,537	16,939
La Ciudad, LLC	132,558	125,329
Total Program Services	7,140,038	9,639,718
Supporting Services	2015	2014
Management & General	936,081	974,790
Resource Development	117,948	120,564
Community Outreach	100,673	56,534
Total Supporting Services	1,154,702	1,151,888
Total Expenses	8,294,740	10,791,606

Net Income & End of Year Assets

Net Operating Income	2015	2014
Gain on Sale of Assets	29,305	-
Change in Net Assets	29,305	-
Net Assets, Beginning of Year, as Restated	10,327,347	10,288,141
Net Assets, End of Year	10,356,652	10,288,141

Assets

Current Assets	2015	2014
Cash & Cash Equivalents	4,591,874	6,301,730
Restricted Cash	631,842	451,796
Governmental Receivables (Includes non federal)	109,357	279,744
Promises to Give	31,081	150,000
Other Receivables	294,817	189,714
Property Held for Re-Sale	592,361	1,911,000
Property Inventory	1,785,834	-
Prepaid Expenses & Deposits	71,470	64,586
Mortgage Loans Receivable, Current	111,022	102,321
Total Current Assets	8,219,658	9,450,891
Property & Equipment, Net	2,366,132	2,498,861
Other Assets	2015	2014
Mortgage Loans Receivable, Net	3,493,408	3,630,415
Notes Receivable, Other	277,986	353,667
Escrow Reserve	17,182	96,148
Investment in Subsidiaries	-	-
Total Other Assets	3,788,576	4,080,230
Total Assets	14,374,366	16,029,982

Liabilities & Net Assets

Current Liabilities	2015	2014
Accounts Payable & Accrued Expenses	402,453	279,365
Line of Credit	1,002,929	6,918
Due to City of Phoenix	58,334	731,962
Accrued Compensated Absences	-	-
Loan Impounds & Client Deposits	57,948	61,190
Deferred Revenue	563,951	3,353,426
Notes Payable, Current	21,379	20,599
Total Current Liabilites	2,106,994	4,453,460
Notes Payable, Net of Current Portion	2,114,708	1,249,175
Total Liabilities	4,221,702	5,702,635
Net Assets	2015	2014
Unrestricted	7,285,155	7,352,082
Temporarily Restricted	1,679,261	1,644,955
Permanently Restricted	1,188,248	1,330,310
Total Net Assets	10,152,664	10,327,347
Total Liabilities & Net Assets	14,374,366	16,029,982

2015 Donors

HomeOwnership Center Partners ($25,000 and above)
- Freddie Mac
- JPMorgan Chase
- NeighborWorks America
- Nordstrom Bank
- State Farm
Corporate, Government and Foundation
- August Building Company
- AZ Community Foundation/AZ Multi Bank Legacy Fund
- Bankers Trust
- Bank of America
- City of Phoenix Solid Waste Dept.
- Clearing House CDFI
- Comerica Bank
- First Fidelity Bank
- Foundation for Financial Planning
- GE Foundation
- Johnson Bank
- LISC
- Lopez Schulz Realty
- Marisol Federal Credit Union
- National Bank of Arizona
- Nationstar Mortgage
- Old Republic Title
- Onsager, Werner & Oberg
- Phoenix IDA
- Susan Posada Agency
- SW Gas
- US Bank
- Wells Fargo
Individuals
- Alicia Ruiz
- Arblee Bishop
- Armida Lopez
- Art Perez
- Austin Wicevich
- Bob Jones
- Bob & Linda Parsons
- Carol Parry Fox
- Carole Kauffman & Elliot Talenfeld
- Chester Seabury
- Claudia Schulz
- Dave Brown
- David Schwake
- Ed Celaya
- Eddie Shea
- Elizabeth & James Lincoln
- Erik Walters
- Frank Martinez
- Gabe & Kathy Urias
- Gabe & Liz Loyola
- Gema Duarte Luna
- Gina Montes
- George Young
- James Lamb
- Jeff Gauvin
- Jesse & Patricia Duarte
- Jerry Cook
- John Ramirez
- Jose Cardenas
- Josephine & Patrick McNamara
- K. Patry
- Kate & Dave Krietor
- Kenja Hassan
- Kris Kollasch
- Laura Reyes
- Mark Brunt
- Matt Adams
- Pam Klavinski
- Patricia Rourke
- Ramona Tovar
- Refugio Payan
- Reid Butler
- Rex Anderson
- Ricardo Cortazar
- Rita Carrillo
- Rita Carrillo & Chris Hamel
- Robin Romano
- Stephen Anderson
- Steve Barber
- Susan Stowe
- Sylvia Waynick
- Tamala Daniels
- Todd Francis
- Tom Wilson
- Victor Vidales
In-Kind
- Andrea Perusquía
- Bailey Barry
- Barbara Lacy
- BJC, Liz Meyers
- Bob & Linda Parsons
- Central Phoenix Animal Hospital, Dr. Alicia Ruiz
- Chef Danny Nunez
- Chicago Title
- City of Phoenix
- Dana Johnson
- David Bonney
- Emma Garcia, Laguna Artz, LLC
- Eunique Yazzie
- First Things First Foundation
- Fox Concepts Restaurant
- Gina Montes
- Jean Turner Smith
- Kim van der Veen, the Burgeon Group
- Kris Kollasch, Fine Art & Creative Environments, LLC
- Lisa Ferris-Tersich
- North Mountain Brewing
- Old Republic Title
- Pat McMahon
- Patricia & Jesse Duarte
- RB Anderson
- Rodger “Grizz” LaBrash
- Ronda Miller
- StandUp Live
- Sutra Studios Midtown
- Tammy Lynch-Forrest
- The Children’s Museum of Phoenix/li>
- The Container Store
- The Play Factory
- Total Wine
- Trellis Staff
- Valley Youth Theatre
- Walt’s Jewelers
- XICO Arte y Cultura
Senior Staff

Patricia Garcia Duarte
President & CEO

Todd Francis
SVP/COO

Carole Kauffman
VP/Director of Development & Communications

Joel McCabe
Director of Real Estate Development

Chris Smith
Director of Lending

Brenda Lopez
Director of HomeOwnership Center

Helga Galan
Compliance Officer