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Nonprofiteer
← TOGETHER RISING AS AN ENVIRONMENTAL COMMUNITY

Form 990 for tax year 2022

Filed by TOGETHER RISING AS AN ENVIRONMENTAL COMMUNITY.

Totals

Total revenue
$2,116,427
Total expenses
$1,792,360
Contributions and grants received
$2,084,317
Grants paid
$4,500
Program service revenue
$30,377
Investment income
$233
Other revenue
$1,500
Total assets, end of year
$1,395,126
Total liabilities, end of year
$43,562
Net assets or fund balances, end of year
$1,351,564
Program services expenses (Part IX)
$1,486,117
Management and general expenses
$296,893
Fundraising expenses
$9,350
Program service expenses (Part III)
$1,486,117

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,084,317

  • 2a · Program service revenue: BELOW-COST CONSULTING FEES

    total $26,325 · related or exempt $26,325

  • 2b · Program service revenue: REPORT SALES

    total $4,052 · related or exempt $4,052

  • 3 · Investment income

    total $233 · excluded $233

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $1,500 · related or exempt $1,500

  • 11e · Other revenue, total

    $1,500

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $4,500 · program services $4,500

  • 5 · Compensation of officers, directors and key employees

    total $250,167 · program services $227,456 · management and general $19,025 · fundraising $3,686

  • 7 · Other salaries and wages

    total $789,032 · program services $647,589 · management and general $140,282 · fundraising $1,161

  • 8 · Pension plan contributions

    total $77,053 · program services $64,156 · management and general $12,623 · fundraising $274

  • 9 · Other employee benefits

    total $92,164 · program services $84,727 · management and general $7,434 · fundraising $3

  • 10 · Payroll taxes

    total $75,262 · program services $63,469 · management and general $11,407 · fundraising $386

  • 11c · Fees: accounting

    total $35,381 · management and general $35,381

  • 11g · Fees: other

    total $168,110 · program services $149,311 · management and general $18,798 · fundraising $1

  • 13 · Office expenses

    total $59,959 · program services $49,398 · management and general $10,444 · fundraising $117

  • 16 · Occupancy

    total $29,603 · program services $24,504 · management and general $4,989 · fundraising $110

  • 17 · Travel

    total $30,313 · program services $26,712 · management and general $60 · fundraising $3,541

  • 19 · Conferences, conventions and meetings

    total $34,082 · program services $33,332 · management and general $750

  • 22 · Depreciation, depletion and amortization

    total $1,118 · program services $885 · management and general $224 · fundraising $9

  • 23 · Insurance

    total $9,604 · program services $8,245 · management and general $1,315 · fundraising $44

  • 24a · Other expenses: PARTICIPANT FOOD/LODGING

    total $51,767 · program services $51,767

  • 24b · Other expenses: CONSULTANTS & TRAINERS

    total $41,449 · program services $23,949 · management and general $17,500

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $32,066 · program services $17,361 · management and general $14,705

  • 24d · Other expenses: PAYROLL SERVICE

    total $6,860 · program services $4,886 · management and general $1,956 · fundraising $18

  • 24e · All other expenses

    total $3,870 · program services $3,870

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $137,703 · end of year $156,623

  • 2 · Savings and temporary cash investments

    beginning of year $819,833 · end of year $1,059,894

  • 4 · Accounts receivable

    beginning of year $2,725

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,175 · end of year $22,285

  • 10a · Land, buildings and equipment: cost or other basis

    $25,354

  • 10b · Land, buildings and equipment: accumulated depreciation

    $24,236

  • 10c · Land, buildings and equipment, net

    beginning of year $2,236 · end of year $1,118

  • 11 · Investments: publicly traded securities

    beginning of year $155,033 · end of year $155,206

  • 17 · Accounts payable and accrued expenses

    beginning of year $103,208 · end of year $43,562

  • 27 · Net assets without donor restrictions

    beginning of year $1,027,497 · end of year $1,278,514

  • 28 · Net assets with donor restrictions

    end of year $73,050

Mission and programs · 2022

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $1,026,246 · Grants $4,500 · Revenue $26,325

  • 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.

    Expenses $411,247 · Grants $411,247

  • 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.

    Expenses $34,961 · Grants $34,961

  • 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.

    Expenses $13,663 · Grants $13,663 · Revenue $4,052

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Liz Banse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Teri L Brezner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Diana Toledo

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • David Lamfrom

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Pierre D Lachetti

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    2

  • Ananda Valenzuela

    EXECUTIVE DI

    Total calculated
    $82,132
    From this org
    $82,132
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • April G Nishimura

    CO-EXEC DIRE

    Total calculated
    $8,588
    From this org
    $8,588
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Kristin Chester Vance

    CO-EXEC DIRE

    Total calculated
    $159,447
    From this org
    $113,695
    From related orgs
    $0
    Other
    $45,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,136
    Bonus
    not reported
    Other
    $6,559
    Deferred
    $11,500
    Nontaxable benefits
    $34,252
    Filer's total
    $159,447

  • Sueyeun Lee

    SENIOR ASSOC

    Total calculated
    $146,061
    From this org
    $124,610
    From related orgs
    $0
    Other
    $21,451
    Hours/week
    40

  • Elizabeth H Stanley

    SENIOR ASSOC

    Total calculated
    $173,711
    From this org
    $145,163
    From related orgs
    $0
    Other
    $28,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,566
    Bonus
    not reported
    Other
    $6,597
    Deferred
    $13,443
    Nontaxable benefits
    $15,105
    Filer's total
    $173,711

  • Kellie P Richardson

    SENIOR ASSOC

    Total calculated
    $122,432
    From this org
    $107,729
    From related orgs
    $0
    Other
    $14,703
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
8 June 2023
IRS schema version
2022v5.0
Source object
202301779349301400

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