2020-09-18T14:30:11-05:00 2019-12-31 203746583 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2019-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 221 OTERO ST SANTA FE NM 87501 MARGARET SEIBEL EXECUTIVE DIRECTOR 5059868400 2020-09-14 true KEN ROTH P01389203 3038308109 2020-09-18 24.128.123.73 2020-09-18 14:30:11 CD P F510452ABB4A09DEF72ED4AF0FBBE4EEFED67493 0571A31F48B13D78DB05197162AE9FBC9EF6B2BC 2019 2021-01-29 14:40:06Z MARGARET SEIBEL 221 OTERO ST SANTA FE NM 87501 1819046 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. 5 5 9 5 0 1743289 1731805 73705 82698 1945 2421 1736 2122 1820675 1819046 21755 19743 0 1024335 1110737 0 23058 687837 661416 1733927 1791896 86748 27150 1018847 1053051 113815 120869 905032 932182 X TREC'S VISION IS 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 1148937 19743 82698 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 AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING, ORGANIZATIONAL ASSESSMENTS, DIVERSE, EQUITABLE AND INCLUSIVE CULTURE DEVELOPMENT, STAFF DEVELOPMENT, HUMAN RESOURCE MANAGEMENT, AND FISCAL MANAGEMENT. 424520 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, AND PERSONNEL MANAGEMENT. OVER THE 12 MONTHS, TREC HELD SIX WEEK-LONG IN-PERSON LEADERSHIP TRAINING SESSIONS, EACH WITH 15-20 PARTICIPANTS. 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 TEN WOMEN LEADERS FROM TEN ORGANIZATION OVER FIVE SESSIONS. 66665 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 CONDUCTED TRAININGS, BOTH IN-PERSON AND IN WEBINARS, ON BEST PRACTICES FOR COLLABORATIONS. TREC HELD A THREE-DAY TRAINING TO SUPPORT GRANTEES IN DEEPENING THEIR UNDERSTANDING OF INDIGENOUS RECONCILIATION AND THEIR WORK IN THIS AREA, 27 INDIVIDUALS FROM 12 ORGANIZATIONS PARTICIPATED. ALSO, IN 2019, TREC HELD A NEGOTIATION TRAINING WORKSHOP FOR 21 INDIVIDUALS FROM 18 ORGANIZATIONS AND AN. TREC ALSO PROVIDED A COLLABORATION WORKSHOP FOR 18 INDIVIDUALS REPRESENTING FIVE COLLABORATIONS FROM 16 ORGANIZATIONS. 53150 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 2019 FOR 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. 53150 1693272 true true false false false false false false false true true false false false false true false false false true true false true false false false false false true true false false false false false false false false false false false false false false false false false true 9 0 true 9 true false false false false false false false false false false false false X 5 5 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 221 OTERO ST SANTA FE NM 87501 LIZ BANSE DIRECTOR 1.00 X 0 0 0 DAVID LAMFROM DIRECTOR 1.00 X 0 0 0 WENDY FRANCIS PRESIDENT 2.00 X X 0 0 0 DIANA TOLEDO 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 172850 0 43238 DONALD ELDER SENIOR ASSOC 40.00 X 137800 0 14350 ELIZABETH H STANLEY SENIOR ASSOC 40.00 X 126034 0 23602 436684 81190 3 false true false 1731805 1731805 BELOW-COST CONSULTING FEES 541610 82698 82698 82698 2421 2421 MISCELLANEOUS REVENUE 541610 2122 2122 2122 1819046 84820 2421 13064 13064 6679 6679 216088 191239 10739 14110 680957 656745 23422 790 68580 66110 2176 294 78835 76437 2398 66277 62876 2337 1064 15791 15791 40428 38042 2061 325 40035 37521 2119 395 87863 81404 753 5706 19716 6531 12956 229 1090 1024 58 8 9837 9221 522 94 CONTRACT ASSOCIATES 276192 276192 CONSULTANTS & TRAINERS 60397 60397 PARTICIPANT FOOD/LODGING 51322 51322 PROFESSIONAL SERVICES 42291 42286 5 16454 16182 234 38 1791896 1693272 75566 23058 X 13777 63698 837462 820029 300 2518 12628 12572 22000 22000 1090 153590 154234 1018847 1053051 113815 120869 113815 120869 X 835032 887182 70000 45000 905032 932182 1018847 1053051 27150 X true X false true false X 1475015 1622203 1675138 1743289 1731805 8247450 1475015 1622203 1675138 1743289 1731805 8247450 5313156 2934294 874 728 1067 1945 2421 7035 8254485 433598 0.35550 0.35640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 594500 31000 -56000 569500 534500 100000 -40000 594500 540299 10000 -15799 534500 503500 46000 -9201 540299 503500 503500 0.92100 0.07900 false false 22000 22000 X 1819046 1819046 1819046 1791896 1791896 1791896 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 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY 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 3 PROGRAM SERVICES TECHNICAL ASSISTANCE 131535 3 3 131535 131535 TRAVEL ASSISTANCE NORTH AMERICA 6 6679 CHECK 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 131,535 0 SCHEDULE F, PAGE 5, PART V TREC DOES NOT ACCOUNT FOR ITS BELOW-COST TRAINING AND TECHNICAL ASSISTANCE BY RECIPIENT ORGANIZATION. IN 2019, TREC PROVIDED IN-DEPTH TRAINING AND CONSULTING TO MORE THAN 100 ENVIRONMENTAL ORGANIZATIONS IN NORTH AMERICA. IN ADDITION, RECORDED TUTORIALS, RESEARCH REPORTS, AND OTHER RESOURCES WERE AVAILABLE TO THE PUBLIC. IN SOME INSTANCES, WE FOCUS INTENSIVELY ON A HANDFUL OF SELECTED ENVIRONMENTAL CHARITIES, USUALLY FOR A PERIOD OF ONE TO THREE YEARS, DEPENDING ON THEIR STAGE OF DEVELOPMENT AND THE OPPORTUNITY TO LEVERAGE TREC'S SKILLS FOR THE STRENGTH OF THE SECTOR. IN 2019, 13 ORGANIZATIONS OUTSIDE OF THE U.S., ALL IN CANADA, RECEIVED SUCH ASSISTANCE AT A SIGNIFICANT LEVEL WHICH WOULD EXCEED 5,000 IN COST IF TREC WERE ACCOUNTING FOR IT IN THAT MANNER. ALL 13 ORGANIZATIONS WERE IN THE NORTH AMERICA REGION, AND ALL OF THEM WERE THE EQUIVALENT OF U.S. PUBLIC CHARITIES. SEE ALSO FORM 990, PART III, LINE 4. true TRAVEL ASSISTANCE 41 13064 SCHEDULE I, 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. SCHEDULE I, PAGE 4, PART IV TREC DOES NOT ACCOUNT FOR ITS BELOW-COST TRAINING AND TECHNICAL ASSISTANCE BY RECIPIENT ORGANIZATION. IN 2019, TREC PROVIDED IN-DEPTH TRAINING AND CONSULTING TO OVER 100 ENVIRONMENTAL ORGANIZATIONS IN NORTH AMERICA. IN ADDITION, RECORDED TUTORIALS, RESEARCH REPORTS, AND OTHER RESOURCES WERE AVAILABLE TO THE PUBLIC. IN SOME INSTANCES, WE FOCUS INTENSIVELY ON A HANDFUL OF SELECTED ENVIRONMENTAL CHARITIES, USUALLY FOR A PERIOD OF ONE TO THREE YEARS, DEPENDING ON THEIR STAGE OF DEVELOPMENT AND THE OPPORTUNITY TO LEVERAGE TREC'S SKILLS FOR THE STRENGTH OF THE SECTOR. IN 2019, 29 ORGANIZATIONS RECEIVED SUCH ASSISTANCE AT A SIGNIFICANT LEVEL WHICH WOULD EXCEED 5,000 IN COST IF TREC WERE ACCOUNTING FOR IT IN THAT MANNER. ALL 29 OF THE ORGANIZATIONS WERE PUBLIC CHARITIES. SEE ALSO FORM 990, PART III, LINE 4. X X X X X false false false false false false false false false MARGARET SEIBEL EXECUTIVE DIRECTOR 167750 5100 16775 26463 216088 DONALD ELDER SENIOR ASSOCIATE 132700 5100 13150 1200 152150 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 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 2014, 2016, AND 2018. 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 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 2019 FOR 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. 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.