Skip to content
Nonprofiteer
← TRAILHEAD INSTITUTE

Form 990 for tax year 2024

Filed by TRAILHEAD INSTITUTE.

Totals

Total revenue
$23,208,772
Total expenses
$22,163,157
Contributions and grants received
$21,361,151
Grants paid
$2,861,489
Program service revenue
$1,682,772
Investment income
$124,029
Other revenue
$40,820
Total assets, end of year
$11,464,104
Total liabilities, end of year
$1,700,422
Net assets or fund balances, end of year
$9,763,682
Program services expenses (Part IX)
$19,899,357
Management and general expenses
$2,263,800
Fundraising expenses
$0
Program service expenses (Part III)
$19,899,357

Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TOM BUTTS MSC REHS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER LUDWIG

    VICE CHAIR (AS OF 8/24)

    Total calculated
    $0
    Hours/week
    1

  • JON SAMET MD MS

    VICE CHAIR (THRU 8/24)

    Total calculated
    $0
    Hours/week
    1

  • MEGHAN GUEVARA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SUSAN PERRIGO

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KAIA GALLAGHER PHD MFA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAUREN GEARHART

    DIRECTOR (THRU 8/24)

    Total calculated
    $0
    Hours/week
    1

  • JANA PERSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERICA SNOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUNO SOBRAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELANIE ZEITLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH LAMPE

    PRESIDENT/EXEC DIR (THRU 1/24)

    Total calculated
    $40,893
    From this org
    $34,438
    From related orgs
    $0
    Other
    $6,455
    Hours/week
    40

  • MICHELE SHIMOMURA

    PRESIDENT/EXEC DIR (AS OF 8/24)

    Total calculated
    $66,528
    From this org
    $49,105
    From related orgs
    $0
    Other
    $17,423
    Hours/week
    40

  • LISA OLCESE

    SENIOR DIRECTOR OF OPERATIONS

    Total calculated
    $156,361
    From this org
    $133,502
    From related orgs
    $0
    Other
    $22,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,502
    Bonus
    $0
    Other
    $0
    Deferred
    $13,670
    Nontaxable benefits
    $9,189
    Filer's total
    $156,361

  • MARIA DELORES RAMIREZ

    ED OF CBEH

    Total calculated
    $183,425
    From this org
    $155,091
    From related orgs
    $0
    Other
    $28,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,591
    Bonus
    $7,500
    Other
    $0
    Deferred
    $15,360
    Nontaxable benefits
    $12,974
    Filer's total
    $183,425

  • JOEL MCCLURG

    ED INTEGRATION CBEH

    Total calculated
    $178,349
    From this org
    $151,886
    From related orgs
    $0
    Other
    $26,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,386
    Bonus
    $7,500
    Other
    $0
    Deferred
    $9,274
    Nontaxable benefits
    $17,189
    Filer's total
    $178,349

  • ROGER LOW

    CEO & FOUNDER CEEMI

    Total calculated
    $158,743
    From this org
    $135,835
    From related orgs
    $0
    Other
    $22,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,835
    Bonus
    $0
    Other
    $0
    Deferred
    $13,719
    Nontaxable benefits
    $9,189
    Filer's total
    $158,743

  • MICHELLE STRONGWATER

    ED NCRHC

    Total calculated
    $129,874
    From this org
    $117,437
    From related orgs
    $0
    Other
    $12,437
    Hours/week
    40

  • GRETA ALLEN

    POLICY DIRECTOR

    Total calculated
    $135,768
    From this org
    $115,599
    From related orgs
    $0
    Other
    $20,169
    Hours/week
    40

  • BENJAMIN ROBB

    DIR PROJECT AND PARTNERSHIPS

    Total calculated
    $136,172
    From this org
    $114,892
    From related orgs
    $0
    Other
    $21,280
    Hours/week
    40

  • JENNIFER EDWARDS

    DIR WORKFORCE PROGRAMS & INITIATIVES

    Total calculated
    $122,613
    From this org
    $110,891
    From related orgs
    $0
    Other
    $11,722
    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 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349320590

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.