2022-07-07T19:23:10-05:00 2021-12-31 203746583 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2021-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 ANANDA VALENZUELA INTERIM EXEC DIR 5059868400 2022-07-07 true ANANDA VALENZUELA 999009999 SHANNON L GILLILAND P02243875 3035790513 2022-07-07 2021 2022-09-23 18:48:47Z ANANDA VALENZUELA 1000 CORDOVA PLACE 551 SANTA FE NM 87505 1930235 false X WWW.TREC.ORG X 1998 WA TREC'S MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. 8 8 12 8 0 1799033 1826945 67673 102956 923 334 1650 0 1869279 1930235 12084 0 0 1184999 1386970 0 6947 559729 560417 1756812 1947387 112467 -17152 1193848 1130705 149199 103208 1044649 1027497 X TREC'S VISION IS LEADERS, ORGANIZATIONS, AND DIVERSE NETWORKS COLLABORATING TO SUPPORT THE WELL-BEING AND INTERCONNECTEDNESS OF WESTERN NORTH AMERICA'S LANDS, PEOPLES, AND ANIMALS. TREC'S MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. false false 1241831 102956 ORGANIZATIONAL DEVELOPMENT PROGRAM AND CUSTOM SERVICES: TREC PROVIDED HIGHLY INTENSIVE, CUSTOMIZED TRAINING, CONSULTING, AND COACHING TO OVER 100 ORGANIZATIONS IN TARGETED REGIONS WITHIN WESTERN NORTH AMERICA. AS A RESULT OF TREC'S SERVICES, CLIENT ORGANIZATIONS DEVELOPED SYSTEMS AND TOOLS THAT ENABLED THEM TO USE THEIR RESOURCES MORE EFFICIENTLY IN MEETING THEIR MISSIONS. THIS PROGRAM ALLOWED ORGANIZATIONS TO RECEIVE HIGH-QUALITY ASSISTANCE THAT THEY WOULD NOT OTHERWISE BE ABLE TO AFFORD IN BOARD DEVELOPMENT, STRATEGIC PLANNING, ORGANIZATIONAL ASSESSMENTS, DIVERSE, EQUITABLE, AND INCLUSIVE CULTURE DEVELOPMENT, STAFF DEVELOPMENT, HUMAN RESOURCE MANAGEMENT, AND FISCAL MANAGEMENT. 398060 LEADERSHIP PROGRAM: TREC'S LEADERSHIP PROGRAM ADDRESSED THE CHALLENGES AND NEEDS FACING NON- PROFIT LEADERS IN WESTERN NORTH AMERICA. PARTICIPANTS GAINED SKILLS FOR MANAGING STAFF, LEADING TEAMS, TIME MANAGEMENT, STRATEGIC PLANNING, DIVERSITY, EQUITY, AND INCLUSION, AND PERSONNEL MANAGEMENT. IN 2021, WE HELD TWO WEEK-LONG VIRTUAL LEADERSHIP TRAININGS WITH 13 PARTICIPANTS FROM THE 13 ORGANIZATIONS. IN ADDITION TO THE TRAINING SESSION, EACH PARTICIPANT RECEIVED A 360-DEGREE FEEDBACK REPORT, AND FOLLOW-UP ONE-ON-ONE EXECUTIVE COACHING. TREC ALSO HELD A VIRTUAL BIPOC CONVENING FOR LEADERS OF COLOR IN THE ENVIRONMENTAL MOVEMENT, AND A NEW EXECUTIVE DIRECTOR FORUM VIRTUALLY TO BUILD SKILLS AND SUPPORT FOR EXECUTIVE DIRECTORS JUST BEGINNING THEIR POSITIONS. 63183 FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE THROUGH PROGRAMS AND INDIVIDUAL CONSULTING. TREC HELD THE FUNDRAISING FOR THE FUTURE PROGRAM WHICH CONSISTS OF SIX TRAINING SESSIONS FOR 13 PARTICIPANTS FROM 9 ORGANIZATIONS. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE SERIES. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND IMMEDIATELY APPLY NEW INFORMATION TO THEIR ORGANIZATIONS. 89035 COLLABORATIONS PROGRAM: THE COLLABORATIONS PROGRAM PROVIDED EXPERT ASSISTANCE TO ORGANIZATIONS IN PLANNING AND WORKING WITH OTHER ORGANIZATIONS TO COLLABORATE EFFECTIVELY. TREC PROVIDED FACILITATION OF MEETINGS OF COALITIONS AND ASSISTED ORGANIZATIONS ON BEST PRACTICES FOR COLLABORATIONS. TREC HELD A VIRTUAL NEGOTIATION TRAINING FOR 22 INDIVIDUALS FROM 22 ORGANIZATIONS. ALSO IN 2021, TREC HELD A VIRTUAL FACILITATION TRAINING WORKSHOP FOR 11 INDIVIDUALS FROM 10 ORGANIZATIONS. 89035 1792109 true true false false false false false false false true true false false false false true false false false true true false false false false false false false false true false false false false false false false false false false false false false false false false false true 8 0 true 12 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false WA NM X ANANDA VALENZUELA 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 LIZ BANSE DIRECTOR 2.00 X 0 0 0 TERI L BREZNER DIRECTOR 2.00 X 0 0 0 WENDY FRANCIS DIRECTOR 2.00 X 0 0 0 PIERRE D LACHETTI DIRECTOR 2.00 X 0 0 0 APRIL G NISHIMURA DIRECTOR 2.00 X 0 0 0 DIANA TOLEDO PRESIDENT 2.00 X X 0 0 0 DAVID LAMFROM VICE PRESIDE 2.00 X X 0 0 0 JAMES KIM GILLIAM SECRETARY/TR 2.00 X X 0 0 0 MARGARET SEIBEL EXECUTIVE DI 40.00 X 257974 0 67842 ELIZABETH H STANLEY SENIOR ASSOC 40.00 X 140411 0 55513 KELLIE RICHARDSON SENIOR ASSOC 40.00 X 140511 0 41451 538896 164806 3 false true false NEW DIMENSIONS CONSULTING 5914 NORTH VANCOUVER AVE PORTLAND OR 97217 CONSULTING 124458 1 1826945 1826945 BELOW-COST CONSULTING FEES 541610 101027 101027 REPORT SALES 541610 1929 1929 102956 334 334 1930235 102956 334 X 325816 304084 16845 4887 791648 752017 38841 790 84232 81770 2280 182 93876 92376 1458 42 91398 88115 2865 418 42808 42808 333320 306298 27012 10 48442 44765 3297 380 29389 28281 1019 89 18638 18525 12 101 24551 13347 11204 1118 1054 62 2 8619 8305 283 31 STAFF DEVELOPMENT 31044 31044 PARTICIPANT FOOD/LODGING 9397 9397 STAFF RECRUITMENT 7761 7761 PAYROLL SERVICE 5330 4970 345 15 1947387 1792109 148331 6947 X 122746 137703 903421 819833 6138 2725 3423 13175 25354 23118 3354 2236 154766 155033 1193848 1130705 114699 103208 34500 149199 103208 X 1024649 1027497 20000 1044649 1027497 1193848 1130705 -17152 X true X false true false X 1675138 1743289 1731805 1799033 1826945 8776210 1675138 1743289 1731805 1799033 1826945 8776210 5720505 3055705 1067 1945 2421 923 334 6690 8782900 441946 0.34790 0.35380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 544500 5000 -43987 505513 569500 38700 -63700 544500 594500 31000 -56000 569500 534500 100000 -40000 594500 540299 10000 -15799 534500 1.00000 false false 25354 23118 2236 2236 X SCHEDULE D, PAGE 2, PART V, LINE 4 THE BOARD HAS DESIGNATED ASSETS TO PROVIDE FOR AN OPERATING RESERVE WHICH MAY BE USED FOR OPERATIONS IF NEEDED DUE TO UNEXPECTED CIRCUMSTANCES, SUCH AS REDUCTIONS IN GRANT FUNDING. IN ADDITION, THE BOARD ALSO DESIGNATED ASSETS FOR AN ENTREPRENEURIAL FUND, THE PURPOSE OF WHICH IS TO PROVIDE FUNDING FOR STAFF TO PURSUE PROJECTS THAT ARE OUTSIDE ROUTINE, PLANNED OPERATIONS. NET ASSETS WITH DONOR RESTRICTIONS ARE DONOR-RESTRICTED AND WILL BE RELEASED FROM RESTRICTIONS WHEN DONOR RESTRICTIONS ARE SATISFIED. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS RECEIVED AN INTERNAL REVENUE SERVICE EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS false NORTH AMERICA 3 PROGRAM SERVICES TECHNICAL ASSISTANCE 129405 3 3 129405 129405 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 2 PARTICIPANTS MAY REQUEST FINANCIAL ASSISTANCE TO COVER A PORTION OF THEIR TRAVEL EXPENSES TO ATTEND OUR TRAININGS. THEY MAKE THEIR REQUEST IN ADVANCE OF THE TRAINING, DESCRIBING THE MEANS OF TRAVEL, TOTAL COSTS, AND THE AMOUNT THAT THEY ARE REQUESTING TREC TO COVER. TREC REVIEWS THE REQUESTS TO MAKE SURE ALL EXPENSES ARE REASONABLE AND DETERMINES WHICH EXPENSES ARE COVERED BASED ON NEED. ALL REIMBURSEMENTS ARE MADE AFTER THE TRAINING ONCE PARTICIPANTS HAVE TURNED IN RECEIPTS DOCUMENTING THE EXPENSES. NO INDIVIDUAL GRANTS WERE OVER 5,000; NONE ARE REPORTED IN PART II OR PART III FOR THE YEAR ENDED DECEMBER 31, 2021. SCHEDULE F, PAGE 1, PART I, LINE 3 NORTH AMERICA 129,405 0 X X X X X true false false false false false false false false MARGARET SEIBEL EXECUTIVE DIRECTOR 153912 5797 98265 18018 49824 325816 ELIZABETH H STANLEY SENIOR ASSOCIATE 129311 6000 5100 13518 41995 195924 KELLIE RICHARDSON SENIOR ASSOCIATE 115127 6000 19384 12350 29101 181962 SCHEDULE J, PAGE 1, PART I, LINE 4 MARGARET SEIBEL 72,000 0 0 SCHEDULE J, PART III MARGARET SEIBEL, EXECUTIVE DIRECTOR, RECEIVED REIMBURSEMENTS FOR ROUTINE, REASONABLE, AND ACTUAL EXPENSES INCURRED DURING THE YEAR UNDER AN ACCOUNTABLE PLAN. MS. SEIBEL TRAVELS THROUGHOUT THE SERVICE AREA AND THE ORGANIZATION HAS A TRAVEL POLICY THAT CAPS REIMBURSEMENT LEVELS AND REQUIRES LOW-BUDGET TRAVEL. FORM 990 - ORGANIZATION'S MISSION TREC'S VISION IS LEADERS, ORGANIZATIONS, AND DIVERSE NETWORKS COLLABORATING TO SUPPORT THE WELL-BEING AND INTERCONNECTEDNESS OF WESTERN NORTH AMERICA'S LANDS, PEOPLES, AND ANIMALS. TREC'S MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. FORM 990 FORM 990, PART IV, LINES 12A AND 12B: TREC OBTAINED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE YEARS OF 2016, 2018, AND 2020. THE FINANCIAL STATEMENTS WERE REVIEWED BY INDEPENDENT ACCOUNTANTS IN 2017, 2019, AND 2021. FORM 990, PAGE 1, PART I, LINE 6 MEMBERS OF THE BOARD OF DIRECTORS SERVE ON A VOLUNTEER BASIS. FORM 990, PAGE 2, PART III, LINE 4B LEADERSHIP PROGRAM: TREC'S LEADERSHIP PROGRAM ADDRESSED THE CHALLENGES AND NEEDS FACING NON- PROFIT LEADERS IN WESTERN NORTH AMERICA. PARTICIPANTS GAINED SKILLS FOR MANAGING STAFF, LEADING TEAMS, TIME MANAGEMENT, STRATEGIC PLANNING, DIVERSITY, EQUITY, AND INCLUSION, AND PERSONNEL MANAGEMENT. IN 2021, WE HELD TWO WEEK-LONG VIRTUAL LEADERSHIP TRAININGS WITH 13 PARTICIPANTS FROM THE 13 ORGANIZATIONS. IN ADDITION TO THE TRAINING SESSION, EACH PARTICIPANT RECEIVED A 360-DEGREE FEEDBACK REPORT, AND FOLLOW-UP ONE-ON-ONE EXECUTIVE COACHING. TREC ALSO HELD A VIRTUAL BIPOC CONVENING FOR LEADERS OF COLOR IN THE ENVIRONMENTAL MOVEMENT, AND A NEW EXECUTIVE DIRECTOR FORUM VIRTUALLY TO BUILD SKILLS AND SUPPORT FOR EXECUTIVE DIRECTORS JUST BEGINNING THEIR POSITIONS. FORM 990, PAGE 2, PART III, LINE 4C FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE THROUGH PROGRAMS AND INDIVIDUAL CONSULTING. TREC HELD THE FUNDRAISING FOR THE FUTURE PROGRAM WHICH CONSISTS OF SIX TRAINING SESSIONS FOR 13 PARTICIPANTS FROM 9 ORGANIZATIONS. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE SERIES. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND IMMEDIATELY APPLY NEW INFORMATION TO THEIR ORGANIZATIONS. FORM 990, PAGE 2, PART III, LINE 4D COLLABORATIONS PROGRAM: THE COLLABORATIONS PROGRAM PROVIDED EXPERT ASSISTANCE TO ORGANIZATIONS IN PLANNING AND WORKING WITH OTHER ORGANIZATIONS TO COLLABORATE EFFECTIVELY. TREC PROVIDED FACILITATION OF MEETINGS OF COALITIONS AND ASSISTED ORGANIZATIONS ON BEST PRACTICES FOR COLLABORATIONS. TREC HELD A VIRTUAL NEGOTIATION TRAINING FOR 22 INDIVIDUALS FROM 22 ORGANIZATIONS. ALSO IN 2021, TREC HELD A VIRTUAL FACILITATION TRAINING WORKSHOP FOR 11 INDIVIDUALS FROM 10 ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 11B APPROXIMATELY A WEEK PRIOR TO FILING THE FORM 990, A DRAFT IN PDF FORMAT IS SENT TO ALL BOARD MEMBERS ALONG WITH AN EMAIL CALLING THEIR ATTENTION TO PORTIONS OF THE FORMS MOST LIKELY TO BE READ BY THE PUBLIC AND FUNDERS ON GUIDESTAR. COMMENTS AND CORRECTIONS ARE STRONGLY ENCOURAGED. IN ADDITION, THE EXECUTIVE DIRECTOR DISCUSSES THE ENTIRE DRAFT FORM WITH THE PREPARER IN DETAIL IN ADVANCE OF FILING. FORM 990, PAGE 6, PART VI, LINE 12C IN ADDITION TO REQUIRING BOARD MEMBERS, STAFF AND REGULAR CONTRACTORS TO PROACTIVELY NOTIFY THE FULL BOARD OF ANY CONFLICTS, ANNUALLY ALL BOARD MEMBERS, STAFF, AND REGULAR CONTRACTORS MUST SIGN A FORM WHICH A)AFFIRMS THAT THEY HAVE RECEIVED A COPY OF THE POLICY; B)READ AND UNDERSTOOD IT; C) AGREED TO COMPLY WITH THE POLICY; D) UNDERSTOOD THAT TREC IS A CHARITABLE ORGANIZATION AND MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES; AND E) LIST ALL RELATIONSHIPS WITH TREC VENDORS, SERVICE RECIPIENTS, FUNDERS, EMPLOYEES AND CONTRACTORS. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS WITHOUT THE PRESENCE OF THE INTERESTED PARTY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S ANNUAL SALARY, WITH NO PARTICIPATION BY THE EXECUTIVE DIRECTOR OR OTHER INTERESTED PERSONS. THE EXECUTIVE DIRECTOR'S SALARY IS ESTABLISHED USING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR NONPROFITS; CONSIDERATION OF ROLES AND RESPONSIBILITIES OF THE EXECUTIVE DIRECTOR; AND COST OF LIVING DATA. COMPARABLE MARKET DATA IS OBTAINED FROM SALARY SURVEYS AND FORM 990S FILED BY COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS. DISCUSSIONS AND DECISIONS REGARDING THE COMPENSATION ARE DOCUMENTED IN EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B A LINE ITEM BUDGET IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE BOARD APPROVES THE OVERALL SALARIES AND BENEFITS EXPENSES. DISCUSSIONS AND DECISIONS REGARDING THE BUDGET ARE DOCUMENTED IN BOARD MEETING MINUTES. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES THE SALARIES OF OTHER OFFICERS OR KEY EMPLOYEES, WITH NO PARTICIPATION BY THE INTERESTED PERSONS,IN ACCORDANCE WITH THE ANNUAL BUDGET APPROVED BY THE BOARD. THE EXECUTIVE DIRECTOR ESTABLISHES SALARIES USING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR NONPROFITS; CONSIDERATION OF ROLES AND RESPONSIBILITIES OF THE OFFICER OR KEY EMPLOYEE; AND COST OF LIVING DATA. COMPARABLE MARKET DATA IS OBTAINED FROM SALARY SURVEYS AND FORM 990S FILED BY COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 19 WE CONSIDER REQUESTS ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G CONSULTANTS AND TRAINERS 26,650 0 0 PROFESSIONAL SERVICES 22,564 15,297 10 CONTRACT ASSOCIATES 257,084 11,715 0 TOTAL 306,298 27,012 10