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Site Foundation FY2020 filing

Tax-deductible

Chicago, IL501(c)(3)Community Development EIN 20-5719671Revenue $168K in FY2020

On file with the IRSsiteglobal.com/foundation330 N Wabash Ave Ste 2000 # M, 60611-7621 · Chicago, ILTax-exempt since Jan 2008Supporting organization — 509(a)(3)

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To keep members informed as to new developments in the industry.

501(c)(3) charity; gifts are tax-deductible.
32¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $32K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
32%
of spending
Concern: 32% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Plus $903K in investments, Pt X · Ln 11–13
Looks good: 6.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$403K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$168K
Spent
$650K
To programs
32%
Net assets
$903K
By yearFY2020–FY2024
Revenue
$168K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$168K
FY2021$948K
FY2022$1.8M
FY2023$2.0M
FY2024$391K
Expenses
$650K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$650K
FY2021$587K
FY2022$1.5M
FY2023$2.0M
FY2024$370K
Net assets
$903K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$903K
FY2021$1.3M
FY2022$1.4M
FY2023$1.5M
FY2024$1.5M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

32 cents of each dollar spent went to programs.

Program services 32% · $209K Management & general 68% · $441K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation
Carina Baurer
Immediate Past President
$0Pt VII · Sec A
Terry Manion
President
$0Pt VII · Sec A
Stan Hershenow
Vice President - Finance
$0Pt VII · Sec A
Chris Wheeler
Vice President- Sponsorship and Events
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Selina Sinclair
Vice President- Research and Content
$0Pt VII · Sec A
$0Pt VII · Sec A
See Site Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Keeps members updated on industry advancements.

Questions for Site Foundation

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Provided by the organization

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2 programs · $209K · in their own filed words · FY2020
01

Education

Supporting site curriculum for members to improve in areas such as the business case for incentive travel, selling to the incentive market, and managing incentive travel programs.

$206Kprogram expense
02

Conventions and Meetings

Opportunity for members to gather & discuss new developments in the industry & share ideas for improvements.

$3Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Site Mountain WestFY2025$11K
Total grants receivedfrom 1 funder$11K
Grants paid · 1 grant · $39K · 2020–2020
Society for Incentive Travel ExcellenceIL · FY2020$39,446

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$168K
Ln 12
Gifts and grantsLn 1h$140K
Investment incomeLn 3$28K
Money outPt IX
$650K
Ln 25
Programscol B$209K
Managementcol C$441K
Owns and owesPt X
$903K
net assets · Ln 32
Cash and savingsLn 1–2$363K
Total assetsLn 16$1.3M
LiabilitiesLn 26$403K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$140K
Fundraising eventsLn 1c$125K
Investment incomeLn 3$28K
Total revenueLn 12$168K
Assets in detailPt X, end of year
CashLn 1$308K
SavingsLn 2$55K
Cash and savings togetherLn 1–2$363K
InvestmentsLn 11–13$903K
Other assetsLn 15$10K
Total assetsLn 16$1.3M
LiabilitiesLn 26$403K
Net assetsLn 32$903K
OperationsPt I, VI
EmployeesI 50
VolunteersI 6125
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$915K$363K
InvestmentsLn 11–13$926K$903K
Total assetsLn 16$1.9M$1.3M
LiabilitiesLn 26$591K$403K
Net assetsLn 32$1.3M$903K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$39K$39K
Management feesLn 11a$201K$500$200K
Legal feesLn 11b$408$408
Investment management feesLn 11f$2K$2K
Advertising and promotionLn 12$244K$58K$186K
Office expensesLn 13$4K$4K
TravelLn 17$3K$3K
Other expenses (24a–d)Ln 24$156K$111K$45K
Total functional expensesLn 25$650K$209K$441K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $391K$370K$21K$1.5M 990 PDF
FY2023 $2.0M$2.0M$37K$1.5M 990 PDF
FY2022 $1.8M$1.5M$221K$1.4M 990 PDF
FY2021 $948K$587K$361K$1.3M 990 PDF
FY2020 Viewing $168K$650K−$482K$903K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $167,822 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $855,135$140,024
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $36,296$27,798
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $891,431$167,822
I-13 Grants and similar amounts paidPrior year $73,584$39,446
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $683,925$610,423
I-18 Total expensesPrior year $757,509$649,869
I-19 Revenue less expensesPrior year $133,922−$482,047
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $167,822 across 6 lines filed
VIII-1c Fundraising events$125,024
VIII-1f All other contributions, gifts and grants$15,000
VIII-1h Total contributions, gifts and grants$140,024
VIII-3 Investment incomeExcluded from tax $27,798$27,798
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $27,798$167,822
Part IX · Statement of functional expenses $649,869 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $39,446$39,446
IX-11a Management feesPrograms $500 · Management $200,093$200,593
IX-11b Legal feesManagement $408$408
IX-11f Investment management feesManagement $2,358$2,358
IX-12 Advertising and promotionPrograms $58,334 · Management $185,674$244,008
IX-13 Office expensesManagement $4,472$4,472
IX-17 TravelManagement $2,636$2,636
IX-24 Other expenses (24a–d)Programs $111,000 · Management $44,948$155,948
IX-25 Total functional expensesPrograms $209,280 · Management $440,589 · Fundraising $0$649,869
Part X · Balance sheet $1,306,566 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $860,595$308,197
X-2 Savings and temporary cash investmentsStart of year $54,627$54,627
X-4 Accounts receivableStart of year $53,918$27,667
X-9 Prepaid expenses and deferred chargesStart of year $10,507$3,000
X-11 Publicly traded securitiesStart of year $926,263$903,347
X-15 Other assetsStart of year $0$9,728
X-16 Total assetsStart of year $1,905,910$1,306,566
X-17 Accounts payable and accrued expensesStart of year $462,453$142,836
X-19 Deferred revenueStart of year $20,463$167,750
X-25 Other liabilitiesStart of year $107,940$92,716
X-26 Total liabilitiesStart of year $590,856$403,302
X-27 Net assets without donor restrictionsStart of year $1,260,427$848,637
X-28 Net assets with donor restrictionsStart of year $54,627$54,627
X-32 Total net assets or fund balancesStart of year $1,315,054$903,264
X-33 Total liabilities and net assetsStart of year $1,905,910$1,306,566
Part XI · Reconciliation of net assets $903,264 net assets at year end
XI-1 Total revenue$167,822
XI-2 Total expenses$649,869
XI-3 Revenue less expenses−$482,047
XI-4 Net assets at start of year$1,315,054
XI-5 Net unrealized gains (losses) on investments$70,257
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$903,264

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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