Site Mountain West logo

Site Mountain West

Public charity · Grantmaker Boulder, CO EIN: 85-2104885 Website

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

ChicagoScottsdale

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants2024 2 grants2025

In 2025 it made 2 grants totaling $25K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Heal Foundation: $14KHeal Foundation$14KSite Foundation (Site Global): $11KSite Foundation (Site Global)$11K

The largest 2025 recipient was Heal Foundation ($14K). Together the top 2 received $25K.

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Heal Foundation Scottsdale, AZ—$14,329
Site Foundation (Site Global) Chicago, IL—$10,950

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K2024 2025
Metric20252024
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

  1. Added Form 990-EZ for fiscal year 2024 (received by the IRS July 18, 2025)
  2. 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.

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