Society for Incentive Travel Excellence Southern California Chapter logo

Society for Incentive Travel Excellence Southern California Chapter

501(c)(6) organization Temecula, CA EIN: 26-2532775 Website

Promote professionalism and best practices in travel incentive industry

Key facts about Society for Incentive Travel Excellence Southern California Chapter

In short: Society for Incentive Travel Excellence Southern California Chapter gave $54K across 4 grants in 2024 (avg $14K), mostly in California. Source: 2024 IRS Form 990.

EIN
26-2532775
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$54,000
Grants made (2024)
4
Average grant
$13,500
Median grant
$13,750
Total assets
$507,665
Primary geography
California (97% of itemized 2024 grant dollars)

Data from IRS Form 990, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990 · View filing

Total Assets

$508K

-21.7% YoY

Annual Giving

$54K

+20.0% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$14K

-40.0% YoY

How Society for Incentive Travel Excellence Southern California Chapter gives

  • Giving grew 300% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Society for Incentive Travel Excellence Southern California Chapter

Based on IRS filings

Society for Incentive Travel Excellence Southern California Chapter is a public charity, based in Temecula, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $508K in total assets. In 2024, it awarded 4 grants totaling $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

ChicagoSan DiegoCarlsbadDenverFountain ValleyLos AngelesMission ViejoPalm SpringsRiversideSan ClementeSan MarcosWindsor Hills

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K3 grants2019 4 grants2020 1 grant2021 Total only2022 2 grants2023 4 grants2024

From 2019 to 2024, annual grant giving ranged from $1K (2022) to $105K (2019). In 2024 it made 4 grants totaling $54K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Variety Children's Charities of the Desert Tent 66: $25KVariety Children's Charitiesof the Desert Tent 66$25KI-5 Freedom Network: $25KI-5 Freedom Network$25KOperation Safe House Inc: $3KOperation Safe House Inc$3KSite Foundation: $2KSite Foundation$2K

The largest 2024 recipient was Variety Children's Charities of the Desert Tent 66 ($25K). Together the top 4 received $54K.

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 11 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Variety Children's Charities of the Desert Tent 66 Palm Springs, CATo Further Their Cause$25,000
I-5 Freedom Network San Clemente, CATo Further Their Cause$25,000
Operation Safe House Inc Riverside, CATo Further Their Cause$2,500
Site Foundation Chicago, ILTo Further Their Cause$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$507,665$648,504$478,102
Revenue$258,226$556,936$238,358
Expenses$399,065$386,534$218,721

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS August 13, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS November 10, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS November 7, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS November 10, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS November 10, 2025)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Society for Incentive Travel Excellence Southern California Chapter is led by James Vertovec, Executive Director on every filing since 2019; none of the 18 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James Vertovec

    Executive Director

    On filings since 2019

    10 hrs/week

    No compensation reported

  • Shabab Abbas

    President

    President Elect → President, 2024

    On filings since 2023

    10 hrs/week

    No compensation reported

  • Angela Aguilar

    Director Membership

    Vice President Communications → Vice President Marketing & Secretary, 2022

    Vice President Marketing & Secretary → Director Membership, 2023

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Krissi Trevino Thomas

    Director Industry Relation

    Director Industry Relations → Director Industry Relation, 2024

    On filings since 2023

    10 hrs/week

    No compensation reported

  • Brigitte Lundrigan

    Director Advisory Council

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Jenny Stitz

    Director Events

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Kelly Truitt

    Director Young Leaders

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Shelly Hinek

    Director Sponsorship

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Tatiana Lotufo

    Director Leadership Development

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Michael Wallace

    Vice President Marketing & Secretary

    Director Leadership Development → Director Young Leaders, 2023

    Director Young Leaders → Vice President Marketing & Secretary, 2024

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Krysteena Meredith

    President Elect

    Director Events → Vice President Events, 2023

    Vice President Events → President Elect, 2024

    On filings since 2021

    10 hrs/week

    No compensation reported

  • Liz Smith

    Immediate Past President

    Vice President Membership → Immediate Past President, 2024

    On filings since 2021

    10 hrs/week

    No compensation reported

  • Chris Devito

    Vice President Membership

    Director Membership → Vice President Membership, 2023

    On filings since 2022

    10 hrs/week

    No compensation reported

  • Connie Reeves

    Vice President Education

    Director Advisory Council → Vice President Education, 2024

    On filings since 2023

    10 hrs/week

    No compensation reported

  • Colleen Connor

    Vice President Charities

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Gabriel Haigazian

    Vice President Events

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Michael Crockenberg

    Vice President Sponsorship

    New on the 2024 filing

    10 hrs/week

    No compensation reported

  • Simaan Hawa

    Vice President Finance & Treasurer

    New on the 2024 filing

    10 hrs/week

    No compensation reported

Former officers (29)
  • Former: Jamie Lee Tiffany (2019–2023) — Immediate Past President
  • Former: Jessica Martino (2019–2023) — Vice President Charities
  • Former: Lisa Duarte (2020–2023) — Vice President Sponsorship
  • Former: Mary Spellerberg (2020–2023) — Director Leadership Development
  • Former: Elisabeth Smith (2022–2023) — President
  • Former: Jen Kamins (2022–2023) — Vice President Education
  • Former: Chelsea Crowe (2023) — Vice President Marketing & Secretary
  • Former: Eric Edmonds (2023) — Vice President Finance & Treasurer
  • Former: Laurie Ackles (2023) — Director Events
  • Former: Tammy Bucklin (2023) — Director Sponsorship
  • Former: Evan Christman (2019–2022) — Immediate Past President
  • Former: Jackie Ash (2019–2022) — Vice President Finance & Treasurer
  • Former: Angela Minardi (2021–2022) — Vice President Education
  • Former: Heather Matusiak (2021–2022) — Vice President Membership
  • Former: Pawntra Shadab (2021–2022) — Director Content
  • Former: Claire Mitchell (2022) — Director Sponsorship
  • Former: Jennifer Shafer (2022) — Director Advisory Council
  • Former: Alisa Walsh (2019–2021) — Immediate Past President
  • Former: Kathie Giles (2019–2021) — Vice President Finance
  • Former: Brian Griffith (2019–2020) — Immediate Past President
  • Former: Ciara Rubalcava (2019–2020) — Vice President Education
  • Former: Tony Buhr (2019–2020) — Vice President Young Leaders
  • Former: Brian Anderson (2020) — Director of Sponsorship Co
  • Former: Michelle Thornton (2020) — Director of Industry Relations
  • Former: Judi Froehlich (2019) — Vice President Finance
  • Former: Katie Everhart (2019) — Vice President Membership
  • Former: Mandy Brown (2019) — Immediate Past President
  • Former: Rolando Espinoza (2019) — Vice President Communications
  • Former: Sarah Muschler (2019) — Vice President Events

Data from IRS Form 990 filings, 2019–2024. "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 Society for Incentive Travel Excellence Southern California Chapter

How much does Society for Incentive Travel Excellence Southern California Chapter give each year?

Society for Incentive Travel Excellence Southern California Chapter gave $54K across 4 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $45K across 2 grants.

What is Society for Incentive Travel Excellence Southern California Chapter's typical grant size?

Society for Incentive Travel Excellence Southern California Chapter's median grant in 2024 was $13,750, and its average grant was $13,500, across 4 grants on its 2024 IRS Form 990.

Where does Society for Incentive Travel Excellence Southern California Chapter give grants?

Society for Incentive Travel Excellence Southern California Chapter gives mostly in California: 97% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there.

Does Society for Incentive Travel Excellence Southern California Chapter give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Society for Incentive Travel Excellence Southern California Chapter's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "To Further Their Cause" (4 grants).

How large is Society for Incentive Travel Excellence Southern California Chapter?

Society for Incentive Travel Excellence Southern California Chapter reported $508K in total assets on its 2024 IRS Form 990. Its revenue that year was $258K.

What is Society for Incentive Travel Excellence Southern California Chapter's EIN?

Society for Incentive Travel Excellence Southern California Chapter's EIN (Employer Identification Number) is 26-2532775. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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