Training Resources for the Environmental Community

“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.”

“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.”

“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.”

“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.”

“We consider requests on a case-by-case basis.”

“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, part iv, lines 12a and 12b: trec obtained independent audited financial statements for the years of 2020 and 2022. The financial statements were reviewed by independent accountants in 2021 and 2023.”

“Members of the board of directors serve on a volunteer basis.”

“The capacity building program: 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 and individuals to receive high-quality assistance that they would not otherwise be able to afford in our core offering areas: boards; campaigns & organizing, diversity, equity, & inclusion and culture; fundraising & development; fiscal management; networks, collaborations, & coalitions; human resources & supervision; intentional leadership; strategic planning; and executive director support & planning. Trecs consulting, virtual & in-person programming addressed the challenges and needs facing non-profit leaders, organizations, and networks in western north america. Clients gained skills for managing staff, leading teams, time management, strategic planning, diversity, equity, and inclusion, fiscal management, fundraising, personnel management and more. Along with our ongoing custom consulting support for organizations and individuals, in 2024 we delivered 15 webinars in our core areas as well as virtual cohort trainings in dei, fundraising, facilitation, volunteer management, and board development. We held five weeks of in-person cohort training as well - two cohorts of leadership development training for a total of 36 participants, as well as a radical imagination wellness program for 16 participants.”