Nonprofit · EIN 84-1267213
TRAILHEAD INSTITUTE
Tax-exempt · DENVER, CO 80202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $23,208,772 | $22,163,157 | $1,045,615 | $11,464,104 | $1,700,422 | $9,763,682 |
| December 31, 2023 | 990 | $17,510,818 | $18,429,732 | -$918,914 | $10,321,448 | $1,914,755 | $8,406,693 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,361,151
- of which government grants
- $10,572,462
- Program service revenue
- $1,682,772
- Investment income
- $124,029
- Other revenue
- $40,820
Expenses
- Grants and similar amounts paid
- $2,861,489
- Compensation of officers, directors and key employees
- $626,556
- Other salaries and wages
- $3,306,423
- Salaries, compensation and benefits (total)
- $4,889,806
- Professional fundraising fees
- $0
- Legal fees
- $31,194
- Accounting fees
- $27,505
- Occupancy
- $299,979
- Travel
- $263,088
- Depreciation
- $28,944
- Program services (functional)
- $19,899,357
- Management and general (functional)
- $2,263,800
Balance sheet and other
- Total assets, start of year
- $10,321,448
- Total assets, end of year
- $11,464,104
- Total liabilities, end of year
- $1,700,422
- Net assets, end of year
- $9,763,682
- Land, buildings and equipment
- $116,898
- Net assets without donor restrictions
- $1,966,908
- Net assets with donor restrictions
- $7,796,774
- Gross receipts
- $23,208,772
- Employees
- 52
- Volunteers
- 9
- Year formed
- 1993
- State of legal domicile
- CO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIA DELORES RAMIREZ | ED OF CBEH Key employee | 40 | $155,091 | $28,334 |
| JOEL MCCLURG | ED INTEGRATION CBEH Key employee | 40 | $151,886 | $26,463 |
| ROGER LOW | CEO & FOUNDER CEEMI Highest-paid employee | 40 | $135,835 | $22,908 |
| LISA OLCESE | SENIOR DIRECTOR OF OPERATIONS Officer | 40 | $133,502 | $22,859 |
| BENJAMIN ROBB | DIR PROJECT AND PARTNERSHIPS Highest-paid employee | 40 | $114,892 | $21,280 |
| GRETA ALLEN | POLICY DIRECTOR Highest-paid employee | 40 | $115,599 | $20,169 |
| MICHELLE STRONGWATER | ED NCRHC Highest-paid employee | 40 | $117,437 | $12,437 |
| JENNIFER EDWARDS | DIR WORKFORCE PROGRAMS & INITIATIVES Highest-paid employee | 40 | $110,891 | $11,722 |
| MICHELE SHIMOMURA | PRESIDENT/EXEC DIR (AS OF 8/24) Officer | 40 | $49,105 | $17,423 |
| SARAH LAMPE | PRESIDENT/EXEC DIR (THRU 1/24) Officer | 40 | $34,438 | $6,455 |
| TOM BUTTS MSC REHS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER LUDWIG | VICE CHAIR (AS OF 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| JON SAMET MD MS | VICE CHAIR (THRU 8/24) Trustee or director, Officer | 1 | $0 | $0 |
| MEGHAN GUEVARA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN PERRIGO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAIA GALLAGHER PHD MFA | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN GEARHART | DIRECTOR (THRU 8/24) Trustee or director | 1 | $0 |
| JANA PERSKY | DIRECTOR Trustee or director | 1 | $0 |
| ERICA SNOW | DIRECTOR Trustee or director | 1 | $0 |
| BRUNO SOBRAL | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE ZEITLER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH LAMPE | PRESIDENT/EX Officer | 40 | $157,712 | $21,652 |
| MARIA DOLORES RAMIREZ | ED OF VISION Highest-paid employee | 40 | $154,333 | $19,706 |
| JOEL MCCLURG | ED INTEGRATI Highest-paid employee | 40 | $154,303 | $11,338 |
| ROGER LOW | FOUNDER CEEM Highest-paid employee | 40 | $129,829 | $17,309 |
| LISA OLCESE | COO Officer | 40 | $114,544 | $18,825 |
| MICHELLE DELAND | ED NCRHC Highest-paid employee | 40 | $110,975 | $8,171 |
| JUSTICE ONWORDI | IMPACT DIR, Highest-paid employee | 40 | $103,128 | $12,071 |
| TOM BUTTS MSC REHS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JON SAMET MD MS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MEGHAN GUEVARA MPH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN PERRIGO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LAUREN GEARHART | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER LUDWIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAIA GALLAGHER PHD MFA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANA PERSKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERICA SNOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRUNO SOBRAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MELANIE ZEITLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1999 BROADWAY STE 600, DENVER, CO 80202-5706
- Principal officer (990 for 2024)
- TOM BUTTS MSC REHS, 1999 BROADWAY SUITE 600, DENVER, CO 80202
- Signed the 990
- MICHELE SHIMOMURA, PRESIDENT/EXECUTIVE DIRECTOR
- Phone
- (303) 910-4682
- Website
- WWW.TRAILHEAD.INSTITUTE
- Return prepared by
- RUBINBROWN LLP
Mission
TRAILHEAD INSTITUTE ADVANCES INNOVATION AND COLLABORATION IN PUBLIC AND ENVIRONMENTAL HEALTH.
Program accomplishments
- TRAILHEAD INSTITUTE IS A NONPROFIT 501(C)(3) CORPORATION, FORMED IN 1993 EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO: - COMPLEMENT THE ACTIVITIES, PROVIDING PROFESSIONAL AND TECHNICAL CONSULTATION AS NEEDED, OF PUBLIC AND PRIVATE ORGANIZATIONS WHICH IMPROVE HEALTH AND THE ENVIRONMENT - HELP PUBLIC AND PRIVATE SECTOR GROUPS DEVELOP, PLAN, SEEK TO FUND, MANAGE, AND EVALUATE PROJECTS AND PROGRAMS THAT MATCH OUR BASIC PURPOSE.- ASSIST THOSE PEOPLE, PARTNERSHIPS AND ORGANIZATIONS THAT DEVELOP CREATIVE AND POTENTIALLY VALUABLE PROGRAMS AND NEED ASSISTANCE WITH REQUESTING OR MANAGING THE FUNDS.Expenses $19,899,357 · grants $2,861,489 · revenue $1,723,592
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1267213
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60Z)
- Assets (IRS master file)
- $11,464,104
- Income (IRS master file)
- $23,208,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $23,208,772 | $22,163,157 | $11,464,104 | XML |
| 990 | December 2023 | $17,510,818 | $18,429,732 | $10,321,448 | XML |
| 990 | December 2022 | $16,671,934 | $13,247,499 | $10,482,186 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1267213).
Questions about TRAILHEAD INSTITUTE
- What is the EIN of TRAILHEAD INSTITUTE?
- The employer identification number (EIN) of TRAILHEAD INSTITUTE is 84-1267213.
- Is TRAILHEAD INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to TRAILHEAD INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRAILHEAD INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRAILHEAD INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRAILHEAD INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TRAILHEAD INSTITUTE?
- The 990 for the year ended December 31, 2024 names TOM BUTTS MSC REHS.
- Who are the officers and directors of TRAILHEAD INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 21 people; 10 received compensation from the organization, the highest $155,091 (MARIA DELORES RAMIREZ, ED OF CBEH).
- How much revenue does TRAILHEAD INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $23,208,772, expenses of $22,163,157 and total assets of $11,464,104 at year end.
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