Site Mountain West
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.
Site Mountain West at a glance
In short: Site Mountain West gave $25K across 2 grants in 2025 (avg $13K), mostly in Arizona. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $25,279
- Grants made (2025)
- 2
- Average grant
- $12,640
- Median grant
- $12,640
- Total assets
- $134,679
- +66.8% vs 2024
- Primary geography
- Arizona (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Site Mountain West funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Heal Foundation ($14K). Together the top 2 received $25K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 2 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heal Foundation Scottsdale, AZ | — | $14,329 |
| Site Foundation (Site Global) Chicago, IL | — | $10,950 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $134,679 | $204,522 | $156,059 | $25,279 | 2 | $1,237 |
| 2024 | $80,736 | $160,657 | $109,063 | — | — | — |
About Site Mountain West
Based on IRS filings
Site Mountain West is a public charity, based in Boulder, CO. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $135K in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $1K.
Leadership & Key People
Officers and directors from IRS filings
Site Mountain West is led by Meredith Phillips, President since 2025 (on filings since 2024); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Meredith Phillips
President
President El → President, 2025
On filings since 2024
2 hrs/week
No compensation reported
Austin Bagwell
Director Member
Vice President Membershi → Director Member, 2025
On filings since 2024
2 hrs/week
No compensation reported
Colleen Schneider
Director Finance
New on the 2025 filing
2 hrs/week
No compensation reported
Michelle Flowers
Director Mar
New on the 2025 filing
2 hrs/week
No compensation reported
Lisa Kincannon Cherry
Past President
President → Past President, 2025
On filings since 2024
2 hrs/week
No compensation reported
Stephanie Callie
Vice President Membershi
Director Member → Vice President Membershi, 2025
On filings since 2024
2 hrs/week
No compensation reported
Christie Pienaar
Vice President Events
New on the 2025 filing
2 hrs/week
No compensation reported
Heidi Stevenson
Event Suppor
New on the 2025 filing
2 hrs/week
No compensation reported
Kelley Lefferdink
Vice President Finance
New on the 2025 filing
2 hrs/week
No compensation reported
Merissa Batz
Vice President Young Lea
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (3)
- Former: Deanne Vigil (2024) — Director of
- Former: Heather Husom (2024) — Director of
- Former: Jule Tenge (2024) — Vice President Marketing
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Site Mountain West
How much does Site Mountain West give each year?
Site Mountain West gave $25K across 2 grants in 2025, according to its 2025 IRS Form 990.
How large is Site Mountain West?
Site Mountain West reported $135K in total assets on its 2025 IRS Form 990. Its revenue that year was $205K.
Where does Site Mountain West operate?
Site Mountain West has awarded grants in Arizona, Illinois.
What is Site Mountain West's EIN?
Site Mountain West's EIN (Employer Identification Number) is 85-2104885. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-EZ for fiscal year 2024 (received by the IRS July 18, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 1, 2026)
Other open foundation grants in Colorado
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Figures come from Site Mountain West's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Site Mountain West down — hundreds of funders to go?