2021-05-14T17:30:39-05:00 2020-12-31 203746583 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2020-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 MARGARET SEIBEL EXECUTIVE DIRECTOR 5059868400 2021-05-14 true MARGARET SEIBEL 999009999 DIANE K GRANGER P01388919 3038308109 2021-05-14 2020 2022-09-23 18:48:47Z X MARGARET SEIBEL 1000 CORDOVA PLACE 551 SANTA FE NM 87505 1869279 false X WWW.TREC.ORG X 1998 WA TREC HAS A VISION OF LEADERS, ORGANIZATIONS, AND DIVERSE COALITIONS WORKING EFFECTIVELY FOR ENVIRONMENTAL PROTECTION, CONSERVATION, AND SUSTAINABILITY IN WESTERN NORTH AMERICA. TREC CULTIVATES EFFECTIVENESS BY PROVIDING PREMIER CAPACITY-BUILDING SERVICES, DELIVERED IN-DEPTH AND OVER TIME. 6 6 10 5 0 1731805 1799033 82698 67673 2421 923 2122 1650 1819046 1869279 19743 12084 0 1110737 1184999 0 12634 661416 559729 1791896 1756812 27150 112467 1053051 1193848 120869 149199 932182 1044649 X MISSION: TREC HAS A VISION OF LEADERS, ORGANIZATIONS, AND DIVERSE COALITIONS WORKING EFFECTIVELY FOR ENVIRONMENTAL PROTECTION, CONSERVATION, AND SUSTAINABILITY IN WESTERN NORTH AMERICA. TREC CULTIVATES EFFECTIVENESS BY PROVIDING PREMIER CAPACITY-BUILDING SERVICES, DELIVERED IN-DEPTH AND OVER TIME. false false 1208491 12084 67673 ORGANIZATIONAL EFFECTIVENESS 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. 339893 LEADERSHIP PROGRAM: OUR YEAR-LONG TREC 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. OVER THE 12 MONTHS, TREC HELD ONE WEEK-LONG IN-PERSON LEADERSHIP TRAINING SESSION WITH 17 PARTICIPANTS FROM 17 ORGANIZATIONS. IN 2020, WE ALSO HELD THE FIRST OF TWO WEEK-LONG VIRTUAL LEADERSHIP TRAININGS WITH 13 PARTICIPANTS FROM THE 13 ORGANIZATIONS. IN ADDITION TO THE TRAINING SESSION, EACH PARTICIPANT RECEIVED FEEDBACK AND REVIEW AND FOLLOW-UP ONE- ON-ONE EXECUTIVE COACHING. TREC ALSO HELD A VIRTUAL LEADERSHIP TRAINING FOR WOMEN IN LEADERSHIP FOR NINE WOMEN LEADERS FROM NINE ORGANIZATIONS OVER FIVE SESSIONS. IN ADDITION TO THE ACTIVITIES ABOVE, TREC HELD AN EXECUTIVE DIRECTOR LEGACY AND TRANSITIONS SESSION FOR 21 LEADERS FROM 21 ORGANIZATIONS. 78729 FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE. TREC HELD EIGHT TRAINING SESSIONS IN 2020 FOR NINE PARTICIPANTS FROM NINE ORGANIZATIONS. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS PRECEDENT-SETTING COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND APPLY NEW INFORMATION TO THEIR ORGANIZATIONS IMMEDIATELY. 32516 FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE. TREC HELD EIGHT TRAINING SESSIONS IN 2020 FOR NINE PARTICIPANTS FROM NINE ORGANIZATIONS. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS PRECEDENT-SETTING COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND APPLY NEW INFORMATION TO THEIR ORGANIZATIONS IMMEDIATELY. 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 BC LEADERS COHORT TO SUPPORT CANADIAN GRANTEES IN DEEPENING THEIR UNDERSTANDING OF INDIGENOUS RECONCILIATION ATTENDED BY 13 INDIVIDUALS FROM 11. ALSO, IN 2020, TREC HELD A FACILITATION TRAINING WORKSHOP FOR 18 INDIVIDUALS FROM 18 ORGANIZATIONS. 32516 1659629 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 9 0 true 10 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false WA NM X MARGARET SEIBEL 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 LIZ BANSE DIRECTOR 2.00 X 40 0 0 WENDY FRANCIS 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 180425 0 44866 DONALD ELDER SENIOR ASSOC 40.00 X 118600 0 11230 ELIZABETH H STANLEY SENIOR ASSOC 40.00 X 127322 0 25389 KELLIE RICHARDSON SENIOR ASSOC 40.00 X 113681 0 30395 540068 111880 4 false true false NEW DIMENSIONS CONSULTING 5914 NORTH VANCOUVER AVE PORTLAND OR 97217 CONSULTING 148901 1 1799033 1799033 BELOW-COST CONSULTING FEES 541610 65840 65840 REPORT SALES 541610 1833 1833 67673 923 923 MISCELLANEOUS REVENUE 541610 1650 1650 1650 1869279 69323 923 8997 8997 3087 3087 225291 203684 10997 10610 720329 699237 20673 419 72253 70058 2040 155 95190 92529 2615 46 71936 68833 2320 783 34813 34813 44389 42634 1539 216 42810 41038 1469 303 23599 23189 410 164 73 91 9248 8833 346 69 CONTRACT ASSOCIATES 269793 269793 STAFF DEVELOPMENT 48800 48662 138 PROFESSIONAL SERVICES 36701 36694 7 CONSULTANTS & TRAINERS 24400 24400 25012 17888 7098 26 1756812 1659629 84549 12634 X 63698 122746 820029 903421 2518 6138 12572 3423 25354 22000 3354 154234 154766 1053051 1193848 120869 114699 34500 120869 149199 X 887182 1024649 45000 20000 932182 1044649 1053051 1193848 112467 X false true X true false X 1622203 1675138 1743289 1731805 1799033 8571468 1622203 1675138 1743289 1731805 1799033 8571468 5536405 3035063 728 1067 1945 2421 923 7084 8578552 410029 0.35380 0.35550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 569500 38700 -63700 544500 594500 31000 -56000 569500 534500 100000 -40000 594500 540299 10000 -15799 534500 503500 46000 -9201 540299 0.96330 0.03670 false false 25354 22000 3354 3354 X 1869279 1869279 1869279 1756812 1756812 1756812 SCHEDULE D, PAGE 2, PART V, LINE 4 THE BOARD HAS DESIGNATED ASSETS TO PROVIDE FOR AN OPERATING RESERVE WHICH CAN 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. TEMPORARILY RESTRICTED NET ASSETS 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. true NORTH AMERICA 5 PROGRAM SERVICES TECHNICAL ASSISTANCE 102255 5 5 102255 102255 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. SCHEDULE F, PAGE 1, PART I, LINE 3 NORTH AMERICA 102,255 0 X X X X X false false false false false false false false false MARGARET SEIBEL EXECUTIVE DIRECTOR 171325 4000 5100 17473 27393 225291 ELIZABETH H STANLEY SENIOR ASSOCIATE 122222 5100 12350 13039 152711 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 MISSION: TREC HAS A VISION OF LEADERS, ORGANIZATIONS, AND DIVERSE COALITIONS WORKING EFFECTIVELY FOR ENVIRONMENTAL PROTECTION, CONSERVATION, AND SUSTAINABILITY IN WESTERN NORTH AMERICA. TREC CULTIVATES EFFECTIVENESS BY PROVIDING PREMIER CAPACITY-BUILDING SERVICES, DELIVERED IN-DEPTH AND OVER TIME. 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 2015, 2017 AND 2019. 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: OUR YEAR-LONG TREC 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. OVER THE 12 MONTHS, TREC HELD ONE WEEK-LONG IN-PERSON LEADERSHIP TRAINING SESSION WITH 17 PARTICIPANTS FROM 17 ORGANIZATIONS. IN 2020, WE ALSO HELD THE FIRST OF TWO WEEK-LONG VIRTUAL LEADERSHIP TRAININGS WITH 13 PARTICIPANTS FROM THE 13 ORGANIZATIONS. IN ADDITION TO THE TRAINING SESSION, EACH PARTICIPANT RECEIVED FEEDBACK AND REVIEW AND FOLLOW-UP ONE- ON-ONE EXECUTIVE COACHING. TREC ALSO HELD A VIRTUAL LEADERSHIP TRAINING FOR WOMEN IN LEADERSHIP FOR NINE WOMEN LEADERS FROM NINE ORGANIZATIONS OVER FIVE SESSIONS. IN ADDITION TO THE ACTIVITIES ABOVE, TREC HELD AN EXECUTIVE DIRECTOR LEGACY AND TRANSITIONS SESSION FOR 21 LEADERS FROM 21 ORGANIZATIONS. FORM 990, PAGE 2, PART III, LINE 4D FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE. TREC HELD EIGHT TRAINING SESSIONS IN 2020 FOR NINE PARTICIPANTS FROM NINE ORGANIZATIONS. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS PRECEDENT-SETTING COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND APPLY NEW INFORMATION TO THEIR ORGANIZATIONS IMMEDIATELY. 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 BC LEADERS COHORT TO SUPPORT CANADIAN GRANTEES IN DEEPENING THEIR UNDERSTANDING OF INDIGENOUS RECONCILIATION ATTENDED BY 13 INDIVIDUALS FROM 11. ALSO, IN 2020, TREC HELD A FACILITATION TRAINING WORKSHOP FOR 18 INDIVIDUALS FROM 18 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 AND ASSOCIATE DIRECTOR DISCUSS 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.