Trailhead Institute advances innovation and collaboration in public and environmental health.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 9 volunteers and 53 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $1.0M a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$23.2M
+33% vs prior year
Spent
$22.2M
To programs
90%
Net assets
$9.8M
By yearFY2019–FY2024
Revenue
$23.2M
FY2024▲ +33%
Tap a bar for its year
Revenue by fiscal year
FY2019$4.3M
FY2020$14.8M
FY2021$14.6M
FY2022$16.7M
FY2023$17.5M
FY2024$23.2M
Expenses
$22.2M
FY2024▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2019$5.3M
FY2020$12.4M
FY2021$13.5M
FY2022$13.2M
FY2023$18.4M
FY2024$22.2M
Net assets
$9.8M
FY2024▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2019$2.3M
FY2020$4.8M
FY2021$5.9M
FY2022$9.3M
FY2023$8.4M
FY2024$9.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $19.9M Management & general 10% · $2.3M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$155,091Pt VII · Sec A
Ed Integration Cbeh
$151,886Pt VII · Sec A
CEO & Founder Ceemi
$135,835Pt VII · Sec A
Senior Director of Operations
$133,502Pt VII · Sec A
$117,437Pt VII · Sec A
Policy Director
$115,599Pt VII · Sec A
Dir Project and Partnerships
$114,892Pt VII · Sec A
Dir Workforce Programs & Initiatives
$110,891Pt VII · Sec A

Maria Delores Ramirez’s $155K as Ed of Cbeh is at the 9th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020FY2019
Sarah Lampe$34,438$157,712$132,119$125,654$121,552$107,653
Erin Ulric———$154,253$157,632—
Maria Delores Ramirez$155,091—————
Maria Dolores Ramirez—$154,333$102,287———
Joel McClurg$151,886$154,303$112,018———
Roger Low$135,835$129,829————
Lisa Olcese$133,502$114,544$100,042$77,500$74,903$70,196
Michelle Strongwater$117,437—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Trailhead Institute executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Fosters innovation in public and environmental health by providing consulting, funding support, and project management to public and private organizations.

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Provided by the organization

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1 program · $19.9M · in their own filed words · FY2024
01

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…

$19.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$5K
Grants paid · 964 grants · $22.4M · 2019–2024
Feeding ColoradoCO · FY2024$1,611,500
Front Line Farming INCCO · FY2024$50,000
Small Town ProjectCO · FY2024$45,000
Lift Up of Routt CountyCO · FY2024$40,000
Lapuente Home IncorporatedCO · FY2024$40,000
The Hadanou CollectiveCO · FY2024$39,243
Mo Betta Green MarketplaceFY2024$30,000
The GrowhausCO · FY2024$25,000
Community Food BankCO · FY2024$25,000
Community Care CollectiveCO · FY2024$25,000
Colorado Springs Food RescueCO · FY2024$22,500
Mountain Family CenterCO · FY2024$20,000
Village Exchange Center INCCO · FY2024$18,000
See all 964 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$23.2M
Ln 12
Gifts and grantsLn 1h$21.4M
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$124K
Money outPt IX
$22.2M
Ln 25
Programscol B$19.9M
Managementcol C$2.3M
Owns and owesPt X
$9.8M
net assets · Ln 32
Cash and savingsLn 1–2$4.5M
Total assetsLn 16$11.5M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
21
listed · VII A
PaidVII A10
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$21.4M
Government grantsLn 1e$10.6M
Fees for servicesLn 2g$1.7M
Investment incomeLn 3$124K
Other incomeLn 4–11$41K
Total revenueLn 12$23.2M
Assets in detailPt X, end of year
CashLn 1$62K
SavingsLn 2$4.4M
Cash and savings togetherLn 1–2$4.5M
Land, buildings, equipmentLn 10c$117K
Other assetsLn 15$189K
Total assetsLn 16$11.5M
LiabilitiesLn 26$1.7M
Net assetsLn 32$9.8M
OperationsPt I, VI
EmployeesI 553
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$6.3M$4.5M
Land, buildings, equipmentLn 10c$146K$117K
Total assetsLn 16$10.3M$11.5M
LiabilitiesLn 26$1.9M$1.7M
Net assetsLn 32$8.4M$9.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.9M$2.9M
Grants to domestic individualsLn 2$6K$6K
Pay of current officers, directors and key staffLn 5$627K$390K$237K
Other salaries and wagesLn 7$3.3M$2.3M$1.1M
Pension plan contributionsLn 8$271K$188K$83K
Other employee benefitsLn 9$379K$261K$118K
Payroll taxesLn 10$307K$209K$98K
Legal feesLn 11b$31K$3K$28K
Accounting feesLn 11c$28K$55$27K
Lobbying feesLn 11d$78K$78K
Other fees for servicesLn 11g$8.8M$8.7M$180K
Advertising and promotionLn 12$81K$50K$31K
Office expensesLn 13$384K$342K$43K
Information technologyLn 14$266K$155K$111K
OccupancyLn 16$300K$282K$18K
TravelLn 17$263K$244K$19K
Conferences, conventions and meetingsLn 19$227K$211K$16K
Depreciation, depletion and amortizationLn 22$29K$29K$274
InsuranceLn 23$58K$7K$51K
Other expenses (24a–d)Ln 24$3.6M$3.5M$120K
All other expensesLn 24e$206K$175K$31K
Total functional expensesLn 25$22.2M$19.9M$2.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $23.2M$22.2M$1.0M$9.8M 990 PDF
FY2023 $17.5M$18.4M−$919K$8.4M 990 PDF
FY2022 $16.7M$13.2M$3.4M$9.3M 990 PDF
FY2021 $14.6M$13.5M$1.1M$5.9M 990 PDF
FY2020 $14.8M$12.4M$2.5M$4.8M 990 PDF
FY2019 $4.3M$5.3M−$973K$2.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $23,208,772 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $16,495,916$21,361,151
I-9 Program service revenuePrior year $866,209$1,682,772
I-10 Investment incomePrior year $115,895$124,029
I-11 Other revenuePrior year $32,798$40,820
I-12 Total revenuePrior year $17,510,818$23,208,772
I-13 Grants and similar amounts paidPrior year $4,924,850$2,861,489
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,171,888$4,889,806
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,332,994$14,411,862
I-18 Total expensesPrior year $18,429,732$22,163,157
I-19 Revenue less expensesPrior year −$918,914$1,045,615
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $23,208,772 across 6 lines filed
Lines not itemized here account for $40,820 of total revenue; see the IRS return.
VIII-1e Government grants$10,572,462
VIII-1f All other contributions, gifts and grants$10,788,689
VIII-1h Total contributions, gifts and grants$21,361,151
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,682,772$1,682,772
VIII-3 Investment incomeExcluded from tax $124,029$124,029
VIII-12 Total revenueRelated to mission $1,723,592 · Unrelated business $0 · Excluded from tax $124,029$23,208,772
Part IX · Statement of functional expenses $22,163,157 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $2,855,900$2,855,900
IX-2 Grants to domestic individualsPrograms $5,589$5,589
IX-5 Pay of current officers, directors and key staffPrograms $389,630 · Management $236,926$626,556
IX-7 Other salaries and wagesPrograms $2,253,269 · Management $1,053,154$3,306,423
IX-8 Pension plan contributionsPrograms $187,651 · Management $83,123$270,774
IX-9 Other employee benefitsPrograms $261,292 · Management $117,831$379,123
IX-10 Payroll taxesPrograms $208,797 · Management $98,133$306,930
IX-11b Legal feesPrograms $3,389 · Management $27,805$31,194
IX-11c Accounting feesPrograms $55 · Management $27,450$27,505
IX-11d Lobbying feesPrograms $78,240$78,240
IX-11g Other fees for servicesPrograms $8,662,444 · Management $180,377$8,842,821
IX-12 Advertising and promotionPrograms $50,229 · Management $30,921$81,150
IX-13 Office expensesPrograms $341,517 · Management $42,952$384,469
IX-14 Information technologyPrograms $155,005 · Management $110,516$265,521
IX-16 OccupancyPrograms $282,295 · Management $17,684$299,979
IX-17 TravelPrograms $244,424 · Management $18,664$263,088
IX-19 Conferences, conventions and meetingsPrograms $211,066 · Management $15,560$226,626
IX-22 Depreciation, depletion and amortizationPrograms $28,670 · Management $274$28,944
IX-23 InsurancePrograms $6,936 · Management $51,122$58,058
IX-24 Other expenses (24a–d)Programs $3,498,228 · Management $119,839$3,618,067
IX-24e All other expensesPrograms $174,731 · Management $31,469$206,200
IX-25 Total functional expensesPrograms $19,899,357 · Management $2,263,800 · Fundraising $0$22,163,157
Part X · Balance sheet $11,464,104 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $0$61,530
X-2 Savings and temporary cash investmentsStart of year $6,335,720$4,433,171
X-3 Pledges and grants receivableStart of year $3,501,180$1,247,688
X-4 Accounts receivableStart of year $0$5,406,898
X-9 Prepaid expenses and deferred chargesStart of year $21,082$9,052
X-10c Land, buildings and equipment, netStart of year $145,841$116,898
X-15 Other assetsStart of year $317,625$188,867
X-16 Total assetsStart of year $10,321,448$11,464,104
X-17 Accounts payable and accrued expensesStart of year $1,437,268$1,400,454
X-19 Deferred revenueStart of year $159,862$115,022
X-25 Other liabilitiesStart of year $317,625$184,946
X-26 Total liabilitiesStart of year $1,914,755$1,700,422
X-27 Net assets without donor restrictionsStart of year $2,592,912$1,966,908
X-28 Net assets with donor restrictionsStart of year $5,813,781$7,796,774
X-32 Total net assets or fund balancesStart of year $8,406,693$9,763,682
X-33 Total liabilities and net assetsStart of year $10,321,448$11,464,104
Part XI · Reconciliation of net assets $9,763,682 net assets at year end
XI-1 Total revenue$23,208,772
XI-2 Total expenses$22,163,157
XI-3 Revenue less expenses$1,045,615
XI-4 Net assets at start of year$8,406,693
XI-8 Prior period adjustments$311,374
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,763,682

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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