2023-06-26T15:01:55-04:00 2022-12-31 203746583 TAYLOR ROTH AND COMPANY 800 GRANT ST STE 205 DENVER CO 802032944 990 2022-01-01 911919141 TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY TRAI 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 APRIL G NISHIMURA CO-EXEC DIRECTOR 5059868400 2023-06-08 true APRIL G NISHIMURA 999009999 false SHANNON L GILLILAND P02243875 3038308109 2023-06-26 2022 2023-04-26 12:10:37Z APRIL G NISHIMURA 1000 CORDOVA PLACE 551 SANTA FE NM 87505 2116427 false X WWW.TREC.ORG X 1998 WA TREC'S MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. 6 6 13 6 0 1826945 2084317 102956 30377 334 233 1500 1930235 2116427 4500 0 1386970 1283678 0 9350 560417 504182 1947387 1792360 -17152 324067 1130705 1395126 103208 43562 1027497 1351564 X TRECS VISION IS LEADERS, ORGANIZATIONS, AND DIVERSE NETWORKS COLLABORATING TO SUPPORT THE WELL-BEING AND INTERCONNECTEDNESS OF WESTERN NORTH AMERICAS LANDS, PEOPLES, AND ANIMALS. TRECS MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. false false 1026246 4500 26325 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. 411247 411247 LEADERSHIP PROGRAM: TRECS 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. IN 2022, WE HAD TWO TRAINING COHORTS WITH 28 TOTAL PARTICIPANTS FROM 27 DIFFERENT ORGANIZATIONS. EACH COHORT ATTENDED TWO WEEK-LONG LEADERSHIP TRAININGS AND RECEIVED A 360 DEGREE FEEDBACK REPORT WITH FOLLOW-UP ONE-ON-ONE EXECUTIVE COACHING. TREC ALSO HELD A VIRTUAL BIPOC CONVENING FOR LEADERS OF COLOR IN THE ENVIRONMENTAL MOVEMENT. 34961 34961 FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE THROUGH PROGRAMS AND INDIVIDUAL CONSULTING. TREC HELD THE FUNDRAISING FOR THE FUTURE PROGRAM WHICH CONSISTS OF 6 TRAINING SESSIONS FOR 12 PARTICIPANTS FROM 7 ORGANIZATIONS. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE SERIES. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND APPLY NEW INFORMATION TO THEIR ORGANIZATIONS IMMEDIATELY. 13663 13663 4052 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 TOPICAL WEBINARS ON CAMPAIGN AND COALITION BEST PRACTICES AND TOOLS FOR SUCCESS. 13663 13663 4052 1486117 true true false false false false false false false true true false false false false true true 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 10 0 true 13 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 APRIL G NISHIMURA 5059868400 1000 CORDOVA PLACE 551 SANTA FE NM 87505 LIZ BANSE DIRECTOR 2.00 X 0 0 0 TERI L BREZNER 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 PIERRE D LACHETTI SECRETARY/TR 2.00 X X 0 0 0 ANANDA VALENZUELA EXECUTIVE DI 40.00 X 82132 0 0 APRIL G NISHIMURA CO-EXEC DIRE 2.00 X X 8588 0 0 KRISTIN CHESTER VANCE CO-EXEC DIRE 40.00 X 113695 0 45752 SUEYEUN LEE SENIOR ASSOC 40.00 X 124610 0 21451 ELIZABETH H STANLEY SENIOR ASSOC 40.00 X 145163 0 28548 KELLIE P RICHARDSON SENIOR ASSOC 40.00 X 107729 0 14703 581917 110454 4 false true false 2084317 2084317 BELOW-COST CONSULTING FEES 541610 26325 26325 REPORT SALES 541610 4052 4052 30377 233 233 MISCELLANEOUS REVENUE 541610 1500 1500 1500 2116427 31877 233 4500 4500 250167 227456 19025 3686 789032 647589 140282 1161 77053 64156 12623 274 92164 84727 7434 3 75262 63469 11407 386 35381 35381 168110 149311 18798 1 59959 49398 10444 117 29603 24504 4989 110 30313 26712 60 3541 34082 33332 750 1118 885 224 9 9604 8245 1315 44 PARTICIPANT FOOD/LODGING 51767 51767 CONSULTANTS & TRAINERS 41449 23949 17500 STAFF DEVELOPMENT 32066 17361 14705 PAYROLL SERVICE 6860 4886 1956 18 3870 3870 1792360 1486117 296893 9350 X 137703 156623 819833 1059894 2725 13175 22285 25354 24236 2236 1118 155033 155206 1130705 1395126 103208 43562 103208 43562 X 1027497 1278514 73050 1027497 1351564 1130705 1395126 324067 X false true X true false X 1743289 1731805 1799033 1826945 2084317 9185389 1743289 1731805 1799033 1826945 2084317 9185389 6080216 3105173 1945 2421 923 334 233 5856 9191245 364417 0.33780 0.34790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 505513 190651 -123935 572229 544500 5000 -43987 505513 569500 38700 -63700 544500 594500 31000 -56000 569500 534500 100000 -40000 594500 0.87230 0.12770 false false 25354 24236 1118 1118 X 2117035 608 608 2116427 2116427 1792968 608 608 1792360 1792360 SCHEDULE D, PAGE 2, PART V, LINE 4 THE BOARD HAS DESIGNATED ASSETS TO PROVIDE FOR AN OPERATING RESERVE WHICH MAY 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. NET ASSETS WITH DONOR RESTRICTIONS 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. false NORTH AMERICA 8 PROGRAM SERVICES TECHNICAL ASSISTANCE 113578 8 8 113578 113578 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 FOR THE YEAR ENDED DECEMBER 31, 2022. SCHEDULE F, PAGE 1, PART I, LINE 3 NORTH AMERICA 113,578 0 X X X X X false false false false false false false false false KRISTIN CHESTER VANCE CO-EXEC DIRECTOR 107136 6559 11500 34252 159447 ELIZABETH H STANLEY SENIOR ASSOCIATE 138566 6597 13443 15105 173711 SCHEDULE J, PART III KRISTIN CHESTER VANCE, CO-EXECUTIVE DIRECTOR, RECEIVED REIMBURSEMENTS FOR ROUTINE, REASONABLE, AND ACTUAL EXPENSES INCURRED DURING THE YEAR UNDER AN ACCOUNTABLE PLAN. MS. VANCE 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 TRECS VISION IS LEADERS, ORGANIZATIONS, AND DIVERSE NETWORKS COLLABORATING TO SUPPORT THE WELL-BEING AND INTERCONNECTEDNESS OF WESTERN NORTH AMERICAS LANDS, PEOPLES, AND ANIMALS. TRECS MISSION IS TO AMPLIFY THE INNATE CAPACITY OF INDIVIDUALS, ORGANIZATIONS, AND NETWORKS BY PROVIDING INCLUSIVE, RESPONSIVE, HOLISTIC, AND IN-DEPTH CAPACITY-BUILDING SERVICES. FORM 990 FORM 990, PART IV, LINES 12A AND 12B: TREC OBTAINED INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE YEARS OF 2018, 2020, AND 2022. THE FINANCIAL STATEMENTS WERE REVIEWED BY INDEPENDENT ACCOUNTANTS IN 2017, 2019, AND 2021. 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 4C FUNDRAISING ASSISTANCE PROGRAM: THE FUNDRAISING ASSISTANCE PROGRAM HELPED ORGANIZATIONS TO RAISE MONEY WHILE THEY DIVERSIFY AND STABILIZE THEIR FUNDRAISING BASE THROUGH PROGRAMS AND INDIVIDUAL CONSULTING. TREC HELD THE FUNDRAISING FOR THE FUTURE PROGRAM WHICH CONSISTS OF 6 TRAINING SESSIONS FOR 12 PARTICIPANTS FROM 7 ORGANIZATIONS. PAST PARTICIPANTS HAVE REPORTED SUBSTANTIAL INCREASES IN REVENUE, MEMBERSHIP, AND MAJOR DONORS AFTER COMPLETING THE FUNDRAISING FOR THE FUTURE SERIES. THESE WEB-BASED TRAINING SESSIONS ARE SUPPLEMENTED WITH EXTENSIVE INDIVIDUAL CONSULTATION AND COACHING AND HANDS-ON "HOMEWORK" ASSIGNMENTS. THIS COMBINATION HAS ALLOWED PARTICIPANTS TO LEARN CRUCIAL SKILLS, NETWORK WITH THEIR PEERS, AND APPLY NEW INFORMATION TO THEIR ORGANIZATIONS IMMEDIATELY. 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 COLLABORATE EFFECTIVELY. TREC PROVIDED FACILITATION OF MEETINGS OF COALITIONS AND ASSISTED ORGANIZATIONS ON BEST PRACTICES FOR COLLABORATIONS. TREC HELD TOPICAL WEBINARS ON CAMPAIGN AND COALITION BEST PRACTICES AND TOOLS FOR SUCCESS. 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 DISCUSSES 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 CO-EXECUTIVE DIRECTORS' ANNUAL SALARES, WITH NO PARTICIPATION BY THE CO-EXECUTIVE DIRECTORS OR OTHER INTERESTED PERSONS. THE CO-EXECUTIVE DIRECTORS' SALARIES ARE ESTABLISHED USING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR NONPROFITS; CONSIDERATION OF ROLES AND RESPONSIBILITIES OF THE CO-EXECUTIVE DIRECTORS; 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 CO-EXECUTIVE DIRECTORS REVIEW AND APPROVE 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 CO-EXECUTIVE DIRECTORS ESTABLISH 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.