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.
Key facts about Site Mountain West
In short: Site Mountain West gave $25K across 2 grants in 2025 (avg $13K), mostly in Arizona. Source: 2025 IRS Form 990.
- EIN
- 85-2104885
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $25,279
- Grants made (2025)
- 2
- Average grant
- $12,640
- Median grant
- $12,640
- Total assets
- $134,679
- Primary geography
- Arizona (57% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$135K
+66.8% YoY
Annual Giving
$25K
Grant Count
2
Avg Grant Size
$13K
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.
Ready to take the next step with Site Mountain West?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 2 grants totaling $25K.
Grant Insights
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
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heal Foundation Scottsdale, AZ | — | $14,329 |
| Site Foundation (Site Global) Chicago, IL | — | $10,950 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $134,679 | $80,736 |
| Revenue | $204,522 | $160,657 |
| Expenses | $156,059 | $109,063 |
| Net Investment Income | $1,237 | — |
Data update history
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)
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.
Here's the math on researching Site Mountain West by hand.
Explore Open Grants
Browse active grant opportunities in Site Mountain West's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Mary Jane Hillard Jones Foundation Inc
Tampa, FL
Assets
—
Grants
2
Total Given
$27K
Warm Springs Charitable Trust
Jacksonville, FL
Assets
$183K
Grants
2
Total Given
$35K
Dahl Family Foundation Inc
Ponte Vedra Beach, FL
Assets
$4.2M
Grants
3
Total Given
$190K
Philbin Family Foundation Inc
Annapolis, MD
Assets
$316K
Grants
4
Total Given
$36K
His Helping Hand Foundation
Ponte Vedra Beach, FL
His Helping Hand Foundation supports religious, charitable, scientific, literary, and educational purposes, including services for people experiencing homelessness, veterans, people with autism, and children with cancer. Its 2025 grants ranged from $2,000 to $10,000, typically $5,000; most funding went to Florida, with grants also reaching Tennessee, California, Missouri, and Georgia. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
14
Total Given
$75K
Rafati Foundation
Salt Lake City, UT
Rafati Foundation supports preselected organizations working in education, community services, health care, housing, religious services, and animal welfare, with most grant dollars going to Utah and some to organizations in other states. Its 2025 grants ranged from $500 to $60,000, with a median of $3,000. It does not accept unsolicited funding requests.
Assets
$2.7M
Grants
23
Total Given
$130K
The James W and Frances Gibson
Bristol, VA
The Bristol, Virginia-based foundation supports education and scholarships, health programs, youth organizations, and its Christian summer camp for foster and at-risk children, with most grant dollars going to Virginia recipients. Its 2024 grants ranged from $1,000 to $1 million, with a median of $31,250. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$61.7M
Grants
36
Total Given
$4.2M
Marco Family Foundation Inc
Jacksonville, FL
The foundation supports preselected charitable organizations in education, religious services, aviation, conservation, and community support, with most of its giving going to Florida. In 2025, its 36 grants ranged from $1,000 to $26,000, with a median of $10,000. It does not accept unsolicited funding requests.
Assets
$7.5M
Grants
36
Total Given
$338K
Rockwell Foundation
Pittsburgh, PA
The Rockwell Foundation funds a broad range of organizations and purposes, including arts, food access, education, conservation, veterans’ services, and medical research; it has no specific stated mission. In 2025, it made 44 grants totaling $450,000, ranging from $500 to $28,800, with a median grant of $8,500, to recipients in multiple states, led by Pennsylvania. The filing says giving is not restricted to preselected organizations, but does not state whether unsolicited requests are accepted.
Assets
$12.2M
Grants
44
Total Given
$450K
The United Company Foundation
Bristol, VA
The United Company Foundation supports eligible 501(c)(3) organizations working in food, shelter, clothing, education, arts, health, community and civic causes, and youth, primarily in Bristol and the surrounding region. Its 2025 grants ranged from $18 to $236,334, with a median of $15,628. It says it does not limit giving to preselected organizations, but no general application process is provided.
Assets
$58.7M
Grants
102
Total Given
$2.6M
Ray & Kay Eckstein Charitable Trust
Paducah, KY
The trust supports Catholic and other faith-based causes, human needs, education, families, and vibrant communities, with grants made across multiple states, especially Kentucky, Wisconsin, Florida, Louisiana, and Maryland. In 2024, its median grant was $50,000, with awards ranging from $200 to about $2.5 million. It accepts requests through an online process that begins with a pre-qualification request; it invites requests for 2026 funding.
Assets
—
Grants
183
Total Given
$22.8M
Pga Tour Inc
Ponte Vedra Beach, FL
PGA TOUR Inc. supports community charities in areas including healthcare, education, youth development, disaster relief, food access, military, and the environment, especially in tournament communities across the U.S. and internationally. Its 2024 grants had a median of $16,836, though amounts ranged widely; some Positively Memphis opportunities offer $1,000–$25,000. It accepts applications quarterly for those listed Memphis opportunities; the profile does not state whether other grants accept unsolicited requests.
Assets
$3.9B
Grants
326
Total Given
$34.3M
More Funders in Colorado
Site Mountain West down — hundreds of funders to go?