AUMdb

Trellis

EIN 510152395 · 501(c)(3) · Public charity · Phoenix, AZ · recognized 1975

Assets
$17.0M
Revenue
$5.1M
Expenses
$3.0M
Investment income
$73.0K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Lopez Brenda Interim ceo $118,199 $3,503
Golberg Trixieann Ceo (thru july 2024) $101,229 $5,027
Van Der Veen Kim Director $0 $0
Gavin Laya Director $0 $0
Ortega Kristopher Director $0 $0
Dombek Raleigh Director $0 $0
Dartez Kim Director $0 $0
Townsend Felicia Director $0 $0
Butler Reid Director $0 $0
Garcia Fabio Director $0 $0
Chaves Pedro Director $0 $0
Scheel Bill Director $0 $0
Thomas Katie Director (thru july 2024) $0 $0
Romero Michael Director $0 $0
Spencer Ginger Director $0 $0
James Abraham B Iii Director $0 $0
Miller Jameson Vice chair $0 $0
Busching Marcia Chair $0 $0