2018-05-11T12:33:08-06:00 2017-12-31 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2017-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 221 OTERO ST SANTA FE NM 87501 MARGARET SEIBEL EXECUTIVE DIRECTOR 5059868400 2018-05-08 true KEN ROTH P01389203 3038308109 2018-05-11 2017 2022-09-23 18:48:47Z MARGARET SEIBEL 221 OTERO STREET SANTA FE NM 87501 1785611 false X WWW.TREC.ORG X 1998 WA OUR VISION IS LEADERS, ORGANIZATIONS, AND DIVERSE COALITIONS WORKING EFFECTIVELY FOR ENVIRONMENTAL PROTECTION, CONSERVATION, AND SUSTAINABILITY IN WESTERN NORTH AMERICA. WE CULTIVATE EFFECTIVENESS BY PROVIDING PREMIER CAPACITY BUILDING SERVICES DELIVERED IN-DEPTH AND OVER TIME. 6 6 9 6 0 1622203 1675138 71039 107477 728 915 2905 2081 1696875 1785611 19460 27137 0 936246 912206 0 22909 668382 741317 1624088 1680660 72787 104951 838146 922368 124813 104084 713333 818284 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. true false 1057324 27137 107477 ORGANIZATIONAL EFFECTIVENESS PROGRAM AND CUSTOM SERVICES: TREC PROVIDED HIGHLY INTENSIVE, CUSTOMIZED TRAINING, CONSULTING AND COACHING TO ABOUT 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, STAFF DEVELOPMENT, HUMAN RESOURCE MANAGEMENT AND FISCAL MANAGEMENT. 340663 LEADERSHIP PROGRAM: OUR YEAR-LONG TREC LEADERSHIP PROGRAM ADDRESSES THE CHALLENGES AND NEEDS FACING NON-PROFIT LEADERS IN WESTERN NORTH AMERICA. PARTICIPANTS GAINED SKILLS FOR MANAGING STAFF AND LEADING TEAMS, AS WELL AS TIME MANAGEMENT, STRATEGIC PLANNING, AND PERSONNEL MANAGEMENT. OVER THE 12 MONTHS, TREC HELD 5 WEEK-LONG IN PERSON LEADERSHIP TRAINING SESSIONS, EACH WITH 15 - 20 PARTICIPANTS. IN ADDITION TO THE TRAINING SESSION, EACH PARTICIPANT RECEIVES A 360-DEGREE REVIEW AND FOLLOW-UP ONE-ON-ONE EXECUTIVE COACHING. IN ADDITION, TREC CONDUCTED VIRTUAL TRAININGS FOR BOARD LEADERS AND WOMEN LEADERS. 122426 COLLABORATIONS PROGRAM: THE COLLABORATIONS PROGRAM PROVIDED EXPERT ASSISTANCE TO ORGANIZATIONS IN PLANNING AND WORKING WITH OTHER ORGANIZATIONS TO COLLABORIATE EFFECTIVELY. TREC PROVIDED FACILITATION OF MEETINGS OF COALITIONS, AND CONDUCTED TRAININGS, BOTH IN PERSON AND IN WEBINARS, ON BEST PRACTICES FOR COLLABORATIONS. TREC HELD THE CONSERVATION LEADERSHP SUMMIT THAT ADDRESSED FRESH IDEAS AND PERSPECTIVES IN ORGANIZING, INCLUDING DEVELOPING MORE DIVERSE CONSTITUENCIES. FIFTY-SIX INDIVIDUALS FROM 43 ORGANIZATIONS PARTICIPATED IN THE 2 DAY EVENT. ALSO IN 2017, TREC HELD A TRAINING ON FACILITATION SKILLS FOR 18 INDIVIDUALS FROM 16 ORGANIZATIONS. 60318 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. MORE THAN 7 TRAINING SESSIONS WERE HELD IN 2017 FOR 8 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. 60318 1580731 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 true true false false false false false false false false false false false false false false false false false true 12 0 true 9 true 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 221 OTERO STREET SANTA FE NM 87501 DIANA TOLEDO DIRECTOR 1.00 X 0 0 0 JAMES KIM GILLIAM DIRECTOR 1.00 X 0 0 0 LIZ BANSE DIRECTOR 1.00 X 0 0 0 WENDY FRANCIS PRESIDENT 2.00 X X 0 0 0 JIM STRATTON VICE PRESIDE 2.00 X X 0 0 0 ANDREW S GORDON SECRETARY/TR 2.00 X X 0 0 0 MARGARET SEIBEL EXECUTIVE DI 40.00 X 165425 0 16575 JEFFREY DEBONIS SENIOR ASSOC 40.00 X 101959 0 12305 ELIZABETH H STANLEY SENIOR ASSOC 40.00 X 121424 0 19662 DONALD ELDER SENIOR ASSOC 40.00 X 126499 0 12050 515307 60592 4 false true false NEW DIMENSIONS CONSULTING 5914 NORTH VANCOUVER AVE PORTLAND OR 97217 CONSULTING 117683 1 1675138 1675138 BELOW-COST CONSULTING FEES 541610 107477 107477 107477 915 915 152 152 MISCELLANEOUS REVENUE 541610 1929 1929 1929 1785611 109406 1067 X 25169 25169 1968 1968 181999 158831 12317 10851 616928 593990 19985 2953 22397 20088 2020 289 29187 26840 1689 658 61695 57974 2657 1064 17117 17117 443173 443131 33 9 44459 42050 1808 601 34960 32878 1473 609 86451 79616 1172 5663 76856 64182 12674 4682 4413 236 33 7629 3909 3631 89 STAFF DEVELOPMENT 17398 17398 PAYROLL SERVICE 3768 3561 152 55 STAFF RECRUITMENT 2769 2769 DUES AND SUBSCRIPTIONS 1071 1063 6 2 984 901 50 33 1680660 1580731 77020 22909 X 59129 170013 584338 587658 25604 522 6596 7077 25532 21607 8607 3925 152872 153173 1000 838146 922368 124813 104084 124813 104084 X 697534 808284 15799 10000 713333 818284 838146 922368 104951 X true X false false X 1360581 1452448 1475015 1622203 1675138 7585385 1360581 1452448 1475015 1622203 1675138 7585385 4845088 2740297 854 833 874 728 1067 4356 7589741 386718 0.36110 0.35700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 540299 10000 -15799 534500 503500 46000 -9201 540299 503500 503500 503500 25000 -25000 503500 519000 -15500 503500 0.98130 0.01870 false false 25532 21607 3925 3925 X 1785611 1785611 1785611 1680660 1680660 1680660 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 1 PROGRAM SERVICES TECHNICAL ASSISTANCE 111467 1 1 111467 111467 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 111,467 0 SCHEDULE F, PAGE 5, PART V TREC DOES NOT ACCOUNT FOR ITS BELOW-COST TRAINING AND TECHNICAL ASSISTANCE BY RECIPIENT ORGANIZATION. IN 2017, 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 2017, 7 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 7 ORGANIZATIONS WERE IN THE NORTH AMERICA REGION, AND ALL OF THEM WERE THE EQUIVALENT OF U.S. PUBLIC CHARITIES. SEE ALSO CORE FORM, PART III, LINE 4. true TRAVEL ASSISTANCE 25169 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 2017, TREC PROVIDED IN-DEPTH TRAINING AND CONSULTING TO NEARLY 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 2017, AN ESTIMATED 45 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 45 OF THE ORGANIZATIONS WERE PUBLIC CHARITIES. SEE ALSO CORE FORM, PART III, LINE 4. X X X X X false false false false false false false false false MARGARET SEIBEL EXECUTIVE DIRECTOR 160325 5100 16000 575 182000 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 2012, 2014, AND 2016. THE FINANCIAL STATEMENTS WERE REVIEWED BY INDEPENDENT ACCOUNTANTS IN 2013, 2015, AND 2017. 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 2 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, 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. MORE THAN 7 TRAINING SESSIONS WERE HELD IN 2017 FOR 8 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. MARGARET SEIBEL IS LISTED AS AN OFFICER DUE TO FORM 990 DEFINITIONS AS THE SENIOR FINANCIAL STAFF PERSON; SHE IS NOT AN OFFICER UNDER STATE LAW. 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 42,984 0 0 CONTRACT ASSOCIATES 345,769 0 0 PROFESSIONAL SERVICES 54,378 33 9 TOTAL 443,131 33 9