Nonprofit · EIN 85-2104885
SITE MOUNTAIN WEST
Tax-exempt · BOULDER, CO 80306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $204,522 | $156,059 | $48,463 | $134,679 | $5,480 | $129,199 |
| December 31, 2024 | 990-EZ | $160,657 | $109,063 | $51,594 | $80,736 | – | $80,736 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $203,285
- of which government grants
- $203,285
- Program service revenue
- $0
- Investment income
- $1,237
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,789
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,700
- Travel
- $2,525
- Program services (functional)
- $114,301
- Management and general (functional)
- $41,758
Balance sheet and other
- Total assets, start of year
- $80,736
- Total assets, end of year
- $134,679
- Total liabilities, end of year
- $5,480
- Net assets, end of year
- $129,199
- Net assets without donor restrictions
- $129,199
- Gross receipts
- $204,522
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2021
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN BAGWELL | DIRECTOR MEM Trustee or director, Officer | 2 | $0 |
| MERISSA BATZ | VP YOUNG LEA Trustee or director, Officer | 2 | $0 |
| STEPHANIE CALLIE | VP MEMBERSHI Trustee or director, Officer | 2 | $0 |
| LISA KINCANNON CHERRY | PAST PRESIDE Trustee or director, Officer | 2 | $0 |
| MICHELLE FLOWERS | DIRECTOR MAR Trustee or director, Officer | 2 | $0 |
| KELLEY LEFFERDINK | VP FINANCE Trustee or director, Officer | 2 | $0 |
| MEREDITH PHILLIPS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHRISTIE PIENAAR | VP EVENTS Trustee or director, Officer | 2 | $0 |
| COLLEEN SCHNEIDER | DIRECTOR FIN Trustee or director, Officer | 2 | $0 |
| HEIDI STEVENSON | EVENT SUPPOR Trustee or director, Officer | 2 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA KINCANNON CHERRY | PRESIDENT | 2 | $0 |
| DEANNE VIGIL | DIRECTOR OF | 2 | $0 |
| HEATHER HUSOM | DIRECTOR OF | 2 | $0 |
| JULE TENGE | VP MARKETING | 2 | $0 |
| MEREDITH PHILLIPS | PRESIDENT EL | 2 | $0 |
| STEPHANIE CALLIE | DIRECTOR MEM | 2 | $0 |
| AUSTIN BAGWELL | VP MEMBERSHI | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1685, BOULDER, CO 80306-1685
- Mailing address (990-N for 2023)
- PO Box 1685, Boulder CO 80306
- Principal officer (990 for 2025)
- MEREDITH PHILLIPS, PO BOX 1685, BOULDER, CO 80306
- Principal officer (990-N for 2023)
- Lisa Kincannon, PO Box 1685, Boulder CO 80306
- Signed the 990
- COLLEEN SCHNEIDER, DIRECTOR FINANCE
- Phone
- (720) 708-6464
- Return prepared by
- TWO HILLS ACCOUNTING & CONSULTING
Mission
THE SOCIETY FOR INCENTIVE TRAVEL EXCELLENCE (SITE) IS A MEMBER-CENTRIC ASSOCIATION OF PROFESSIONALS IN THE INCENTIVE TRAVEL AND MOTIVATIONAL EVENTS INDUSTRY. THE MISSION OF SITE MOUNTAIN WEST IS TO PROVIDE ENHANCED UNDERSTANDING, EDUCATION AND BEST PRACTICES TO FURTHER THE EFFECTIVENESS AND MOTIVATIONAL POWER OF INCENTIVE AND GROUP TRAVEL. AS A GROUP OF EXPERIENCED INDUSTRY PROFESSIONALS, WE PROVIDE NEW TOOLS AND OPPORTUNITIES TO THE REGIONS CORPORATE AND HOSPITALITY PROFESSIONALS.
Program accomplishments
- SITE MOUNTAIN WEST HOSTS A VARIETY OF NETWORKING AND EDUCATION EVENTS TO BRING TOGETHER MEMBERS AND PROSPECTIVE MEMBERS IN THE INCENTIVE INDUSTRY COMMUNITY.Expenses $114,301 · grants $31,789
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 85-2104885
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y03)
- Assets (IRS master file)
- $134,679
- Income (IRS master file)
- $204,522
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $204,522 | $156,059 | $134,679 | XML |
| 990-EZ | December 2024 | $160,657 | $109,063 | $80,736 | XML |
| 990-N for 2023 Officer: Lisa Kincannon | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Lisa Kincannon | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Lisa Kincannon | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-2104885).
Questions about SITE MOUNTAIN WEST
- What is the EIN of SITE MOUNTAIN WEST?
- The employer identification number (EIN) of SITE MOUNTAIN WEST is 85-2104885.
- Is SITE MOUNTAIN WEST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SITE MOUNTAIN WEST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SITE MOUNTAIN WEST 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 SITE MOUNTAIN WEST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SITE MOUNTAIN WEST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SITE MOUNTAIN WEST?
- The 990 for the year ended December 31, 2025 names MEREDITH PHILLIPS.
- Who are the officers and directors of SITE MOUNTAIN WEST?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SITE MOUNTAIN WEST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $204,522, expenses of $156,059 and total assets of $134,679 at year end.
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