2011-09-13T12:04:22-05:00 2010-12-31 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 310 DENVER CO 802032944 990 2010-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 600 AGUA FRIA STREET SANTA FE NM 87501 DYAN OLDENBURG 5059868400 2011-09-09 true KEN ROTH 3038308109 2011-09-09 2010 2016-03-07 17:11:31Z DYAN OLDENBURG 600 AGUA FRIA STREET SANTA FE NM 87501 1290448 false X WWW.TREC.ORG X 1998 WA 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. 6 5 11 5 0 1185000 1190500 44217 91856 18011 8092 0 1247228 1290448 0 0 822166 795438 0 15621 437793 467523 1259959 1262961 -12731 27487 676347 723514 61665 81345 614682 642169 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 586785 91856 ORGANIZATIONAL EFFECTIVENESS PROGRAM AND CUSTOM SERVICES: TREC PROVIDED HIGHLY INTENSIVE, CUSTOMIZED TRAINING, CONSULTING AND COACHING TO OVER 70 ORGANIZATIONS IN TARGETED REGIONS WITHIN WESTERN NORTH AMERICA. AS A RESULT OF TREC'S SERVICES, CLIENT ORGANIZATIONS DEVELOPED SYSTEMS AND TOOLS THAT ENABLEED 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 AND FISCAL MANAGEMENT. 323422 LEADERSHIP PROGRAM: OUR YEAR-LONG STRATEGIC LEADERSHIP DEVELOPMENT 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 FISCAL MANAGEMENT, STRATEGIC PLANNING, AND PERSONNEL MANAGEMENT. OVER THE 12 MONTHS, 20 PARTICIPANTS RECEIVED APPROXIMATELY 18 DAYS OF IN-PERSON INTENSIVE TRAINING. EACH PARTICIPANT ALSO RECEIVES A 360-DEGREE REVIEW AND ONE-ON-ONE EXECUTIVE COACHING THROUGHOUT THE PROCESS. IN 2010, TREC ALSO CONDUCTED A STEPPING UP TO LEADERSHIP TRAINING FOR NEW LEADERS FROM 21 ORGANIZATIONS AS WELL AS A REUNION OF LEADERSHIP PROGRAM GRADUATES. 147880 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 SERIES. MORE THAN 25 TRAINING SESSIONS WERE HELD IN 2010 FOR 10 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. 37716 APPLIED RESEARCH AND EVALUATION PROGRAM: THE APPLIED RESEARCH AND EVALUATION PROGRAM PROVIDED EXPERT ASSISTANCE TO ORGANIZATIONS IN CONDUCTING PROGRAM EVALUATION INCLUDING BENCH-MARKING, INTERVIEW AND FOCUS GROUP FACILITATION, SURVEYING, AND DATA COLLECTION. IN 2010, OUR RESEARCH REPORTS PROVIDED THOUSANDS OF NON-PROFITS WITH CRITICAL AND TIMELY INFORMATION WHICH ENHANCED THEIR UNDERSTANDING OF THE SECTOR AND INCREASED THEIR EFFECTIVENESS. OUR FLAGSHIP REPORT FOR 2010 WAS MOVING TO HIGHER GROUND: FUNDING STRATEGIES IN CHALLENGING TIMES. IN THIS REPORT, WE PROVIDED IMPORTANT INSIGHT INTO HOW THE CURRENT RECESSION IS IMPACTING WILDERNESS AND CONSERVATION ORGANIZATIONS, AND WE PROVIDED HELPFUL TIPS ON HOW TO APPROACH FUNDRAISING IN THESE TOUGH ECONOMIC TIMES. 37716 1095803 true true false false false false false false false true true false false false true true true false false true true true false false false false false true false false false false false false false false false false false false false false false false false false false false true 13 0 true 11 true false false false false false false false false false false X 6 5 false false false false false false false true true false false true true true true true true true true false WA NM X DYAN OLDENBURG 5059868400 600 AGUA FRIA SANTA FE NM 87501 DYAN OLDENBURG 40.00 X X 117285 0 26213 ED LEWIS 2.00 X X 0 0 0 JIM STRATTON 2.00 X X 0 0 0 STEPHANIE CAIRNS 2.00 X X 0 0 0 JURI PEEPRE 1.00 X 0 0 0 ANDREW S GORDON 1.00 X 0 0 0 MARGARET SEIBEL 40.00 X 107224 0 13680 224509 39893 2 false false false 1190500 1190500 BELOW-COST CONSULTING FEES 541610 91139 91139 MISCELLANEOUS REVENUE 541610 717 717 91856 8092 8092 1290448 91856 8092 264403 195203 60007 9193 384400 343394 38868 2138 43568 39058 4303 207 51162 42585 8073 504 51905 43298 7766 841 350 350 3825 3825 214222 211016 2639 567 41141 32515 8407 219 2944 2592 318 34 28925 26119 2532 274 99868 97238 1087 1543 55715 50002 5713 4346 3660 585 101 3228 3228 STAFF DEVELOPMENT 10078 9123 955 PAYROLL SERVICE 2151 2151 STAFF RECRUITMENT 730 730 1262961 1095803 151537 15621 X 405357 423543 4682 44314 4579 1436 35268 31047 7121 4221 254608 250000 676347 723514 61665 81345 61665 81345 X 614682 642169 614682 642169 676347 723514 27487 X X false true true X false X 1596754 1357500 1120000 1185000 1190500 6449754 1596754 1357500 1120000 1185000 1190500 6449754 4782892 1666862 14365 16380 16101 18011 8092 72949 6522703 233834 0.25550 0.12080 X TREC IS A PUBLICLY SUPPORTED CHARITY AS DESCRIBED IN IRC 170(B)(10(A)(VI) AND 509(A)(1) BECAUSE IT IS MORE THAN 10% PUBLICLY SUPPORTED. IN ADDITION, IT MEETS THE FACTS AND CIRCUMSTANCES TEST BECAUSE IT HAS A BROAD, COMMUNITY-BASED BOARD OF DIRECTORS AND ATTRACTS FUNDING BASED ON THE PUBLIC NATURE OF ITS PROGRAMMATIC ACCOMPLISHMENTS. TREC MAKES ITS PRODUCTS AVAILABLE TO A BROAD RANGE OF PUBLIC CHARITIES WORKING IN THE PUBLIC INTEREST. THOSE PRODUCTS INCLUDE RESEARCH REPORTS ON FUNDRAISING TRENDS, SURVEYS ON SALARIES AND BENEFITS, AND RECORDED TRAINING SESSIONS AND TEMPLATES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 135265 135265 135265 135265 135265 135265 1.00000 false false false 35268 31047 4221 4221 1290448 1262961 27487 27487 1290448 1290448 1290448 1262961 1262961 1262961 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 BOARD RESERVE FOR CONTINGENCIES. LIABILITY UNDER FIN 48 FOOTNOTE 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 CONSULTING 84790 3 3 84790 84790 ADDITIONAL INFORMATION SCHEDULE F, PAGE 5, PART V TREC DOES NOT ACCOUNT FOR ITS BELOW-COST TRAINING AND TECHNICAL ASSISTANCE BY RECIPIENT ORGANIZATION. IN 2010, TREC PROVIDED IN-DEPTH TRAINING AND CONSULTING TO MORE THAN 70 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 2010, THREE ORGANIZATIONS OUTSIDE OF THE U.S. RECEIVED SUCH ASSISTANCE AT A SIGNIFICANT LEVEL WHICH WOULD EXCEED 5,000 IN COST IF TREC WERE ACCOUNTING FOR IT IN THAT MANNER. ALL THREE ORGANIZATIONS WERE IN THE NORTH AMERICA REGION, AND ALL OF THEM WERE THE EQUIVALENT OF U.S. PUBLIC CHARITIES. true ORGANIZATION'S MISSION 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. ADDITIONAL INFORMATION FORM 990 FORM 990, PART IV, LINES 12A AND 12B: TREC OBTAINED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE YEARS OF 2006, 2007, 2008, AND 2010. THE FINANCIAL STATEMENTS WERE REVIEWED BY AN INDEPENDENT ACCOUNTANT IN 2009. FORM 990, SCHEDULE I, PART IV: 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 2010, AN ESTIMATED 18 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 18 OF THE ORGANIZATIONS WERE PUBLIC CHARITIES. EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS SERVE ON THE BOARD OF DIRECTORS OF THE ORGANIZATION. ALL OTHER ACHIEVEMENTS DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D APPLIED RESEARCH AND EVALUATION PROGRAM: THE APPLIED RESEARCH AND EVALUATION PROGRAM PROVIDED EXPERT ASSISTANCE TO ORGANIZATIONS IN CONDUCTING PROGRAM EVALUATION INCLUDING BENCH-MARKING, INTERVIEW AND FOCUS GROUP FACILITATION, SURVEYING, AND DATA COLLECTION. IN 2010, OUR RESEARCH REPORTS PROVIDED THOUSANDS OF NON-PROFITS WITH CRITICAL AND TIMELY INFORMATION WHICH ENHANCED THEIR UNDERSTANDING OF THE SECTOR AND INCREASED THEIR EFFECTIVENESS. OUR FLAGSHIP REPORT FOR 2010 WAS MOVING TO HIGHER GROUND: FUNDING STRATEGIES IN CHALLENGING TIMES. IN THIS REPORT, WE PROVIDED IMPORTANT INSIGHT INTO HOW THE CURRENT RECESSION IS IMPACTING WILDERNESS AND CONSERVATION ORGANIZATIONS, AND WE PROVIDED HELPFUL TIPS ON HOW TO APPROACH FUNDRAISING IN THESE TOUGH ECONOMIC TIMES. ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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. ENFORCEMENT OF CONFLICTS POLICY 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 AN ANNUAL 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. COMPENSATION PROCESS FOR TOP OFFICIAL 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 OROTHER 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. COMPENSATION PROCESS FOR OFFICERS 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 WE CONSIDER REQUESTS ON A CASE-BY-CASE BASIS. ADDITIONAL INFORMATION FORM 990, PART XII FORM 990, PART XII, LINES 2A AND 2B: TREC OBTAINED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE YEARS OF 2006, 2007, 2008, AND 2010. THE FINANCIAL STATEMENTS WERE REVIEWED BY AN INDEPENDENT ACCOUNTANT IN 2009.