2017-05-12T12:01:24-06:00 2016-12-31 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2016-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 221 OTERO ST SANTA FE NM 87501 MARGARET SEIBEL EXECUTIVE DIRECTOR 5059868400 2017-05-11 true DIANE K GRANGER P01388919 3038308109 2017-05-12 981CE8E5A5A14620B9F8BFDEAED5DA17ADA394B3 0A9FBFEBCB3854AAD5051073D691A4663BEA5524 2016 2021-01-29 14:40:06Z MARGARET SEIBEL 221 OTERO STREET SANTA FE NM 87501 1696875 false X WWW.TREC.ORG X 1998 WA TO CATALYZE THE HABITAT CONSERVATION AND WILDERNESS PROTECTION COMMUNITY IN WESTERN NORTH AMERICA TO PROMOTE SUSTAINABLE ENVIRONMENTAL INTEGRITY AND DIVERSITY. 7 7 9 7 0 1475015 1622203 92892 71039 762 728 112 2905 1568781 1696875 17097 19460 0 1030378 936246 0 16879 492097 668382 1539572 1624088 29209 72787 735265 838146 94719 124813 640546 713333 X TREC'S MISSION IS TO CATALYZE THE HABITAT CONSERVATION AND WILDERNESS PROTECTION COMMUNITY IN WESTERN NORTH AMERICA TO PROMOTE SUSTAINABLE ENVIRONMENTAL INTEGRITY AND DIVERSITY. WE CARRY OUT OUR MISSION THROUGH COACHING, CONSULTING, AND TRAINING SERVICES FOCUSED ON LEADERSHIP DEVELOPMENT, CAPACITY-BUILDING, AND LEVERAGING RESOURCES TO ORGANIZATIONS DEDICATED TO HABITAT CONSERVATION AND WILDERNESS PROTECTION. false false 1028315 19460 69539 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, HUMAN RESOURCE MANAGEMENT AND FISCAL MANAGEMENT. 403017 1500 LEADERSHIP PROGRAM: OUR YEAR-LONG SENIOR 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, 17 PARTICIPANTS RECEIVED APPROXIMATELY 16 DAYS OF IN-PERSON INTENSIVE TRAINING. EACH PARTICIPANT ALSO RECEIVES A 360-DEGREE REVIEW AND ONE-ON-ONE EXECUTIVE COACHING THROUGHOUT THE PROCESS. IN 2016, TREC ALSO CONDUCTED AN IN-PERSON TRAININGS FOR NEW LEADERS FROM 17 ORGANIZATIONS CALLED STEPPING UP TO LEADERSHIP. IN ADDITION, TREC CONDUCTED VIRTUAL TRAININGS FOR BOARD LEADERS AND WOMEN LEADERS. 88773 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 AND MAJOR GIFTSSERIOUSLY TRAINING SERIES. MORE THAN 15 TRAINING SESSIONS WERE HELD IN 2016 FOR 13 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. 29522 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 COLLABORATIONS, AND CONDUCTED TRAININGS, BOTH IN PERSON AND IN WEBINARS, ON BEST PRACTICES FOR COLLABORATIONS. ALSO IN 2016, TREC HELD TWO TRAININGS ON FACILITATION SKILLS FOR 37 ORGANIZATIONS. 29522 1549627 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 9 0 true 9 true false false false false false false false false false false X 7 7 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 TRUSTEE/DIRE 1.00 X 0 0 0 JAMES KIM GILLIAM DIRECTOR 1.00 X 0 0 0 WENDY FRANCIS DIRECTOR 1.00 X 0 0 0 LIZ BANSE DIRECTOR 1.00 X 0 0 0 ED LEWIS 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 172325 0 16850 JEFFREY DEBONIS SENIOR ASSOC 40.00 X 138625 0 17380 ELIZABETH HOSPODARSKY SENIOR ASSOC 40.00 X 124377 0 19907 DONALD ELDER SENIOR ASSOC 40.00 X 129025 0 11700 564352 65837 4 false true false CYNDI HARRIS 5914 NORTH VANCOUVER AVE PORTLAND OR 97217 CONSULTING 100482 1 1622203 1622203 BELOW-COST CONSULTING FEES 541610 71039 71039 71039 728 728 MISCELLANEOUS REVENUE 541610 2905 2905 2905 1696875 73944 728 X 19460 19460 189175 170276 11881 7018 575281 563527 7718 4036 56972 55699 824 449 58916 56688 1421 807 55902 53719 1391 792 21699 21699 392991 392951 26 14 37249 35491 1365 393 36857 35393 911 553 94806 91962 759 2085 57197 51448 5101 648 4673 4521 132 20 6927 3475 3432 20 STAFF DEVELOPMENT 5006 5006 WEBINARS 4500 4500 PAYROLL SERVICE 2901 2789 73 39 STAFF RECRUITMENT 2586 2491 95 990 231 754 5 1624088 1549627 57582 16879 X 12296 59129 543591 584338 15091 25604 1660 6596 25532 16925 9056 8607 152571 152872 1000 1000 735265 838146 94719 124813 94719 124813 X 640546 697534 15799 640546 713333 735265 838146 72787 X false true X true false X 1306900 1360581 1452448 1475015 1622203 7217147 1306900 1360581 1452448 1475015 1622203 7217147 4639254 2577893 1543 854 833 874 728 4832 7221979 364760 0.35700 0.47150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 503500 46000 -9201 540299 503500 503500 503500 25000 -25000 503500 519000 -15500 503500 135265 383735 519000 0.97080 0.02920 false false 25532 16925 8607 8607 X 1696875 1696875 1696875 1624088 1624088 1624088 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 91252 1 1 91252 91252 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 91,252 0 SCHEDULE F, PAGE 5, PART V TREC DOES NOT ACCOUNT FOR ITS BELOW-COST TRAINING AND TECHNICAL ASSISTANCE BY RECIPIENT ORGANIZATION. IN 2016, 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 2016, EIGHT 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 EIGHT 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 19460 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 2016, 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 2016, AN ESTIMATED 25 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 25 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 155300 5000 12025 15650 1200 189175 JEFFREY DEBONIS SENIOR ASSOCIATE 124600 2000 12025 14980 2400 156005 SCHEDULE J, PART III MARGARET SEIBEL, EXECUTIVE DIRECTOR, AND JEFFREY DEBONIS, SENIOR ASSOCIATE, RECEIVED REIMBURSEMENTS FOR ROUTINE, REASONABLE, AND ACTUAL EXPENSES INCURRED DURING THE YEAR UNDER AN ACCOUNTABLE PLAN. MS. SEIBEL AND MR. DEBONIS TRAVEL THROUGHOUT OUR SERVICE AREA. THE ORGANIZATION HAS A TRAVEL POLICY THAT CAPS REIMBURSEMENT LEVELS AND REQUIRES LOW-BUDGET TRAVEL. FORM 990 - ORGANIZATION'S MISSION TREC'S MISSION IS TO CATALYZE THE HABITAT CONSERVATION AND WILDERNESS PROTECTION COMMUNITY IN WESTERN NORTH AMERICA TO PROMOTE SUSTAINABLE ENVIRONMENTAL INTEGRITY AND DIVERSITY. WE CARRY OUT OUR MISSION THROUGH COACHING, CONSULTING, AND TRAINING SERVICES FOCUSED ON LEADERSHIP DEVELOPMENT, CAPACITY-BUILDING, AND LEVERAGING RESOURCES TO ORGANIZATIONS DEDICATED TO HABITAT CONSERVATION AND WILDERNESS PROTECTION. 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 2011, 2013, AND 2015. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS. 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 COLLABORIATE EFFECTIVELY. TREC PROVIDED FACILITATION OF MEETINGS OF COLLABORATIONS, AND CONDUCTED TRAININGS, BOTH IN PERSON AND IN WEBINARS, ON BEST PRACTICES FOR COLLABORATIONS. ALSO IN 2016, TREC HELD TWO TRAININGS ON FACILITATION SKILLS FOR 37 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. 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 51,187 0 0 CONTRACT ASSOCIATES 302,144 0 0 PROFESSIONAL SERVICES 39,620 26 14 TOTAL 392,951 26 14