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Site Mountain West EIN 85-2104885 Form 990 (PDF) Claim this org

Site Mountain West

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Site Mountain West is a membership benefit nonprofit based in Boulder, CO, formed in 2021. For fiscal year 2025 it reported $205K in revenue, $156K in expenses, and $129K in net assets.Pt I

Founded
2021
Type
Public charity (501(c)(3)) · Mutual/Membership
Location
Boulder, CO
Website
www.sitemountainwest.com
Filings
2 on file (2024–2025)
Revenue
$205KFY2025
Expenses
$156K
Net assets
$129K
People
10
Filings
2
Updates
0
More identity details & actions ⌄
EIN  85-2104885 Public charity (501(c)(3)) Boulder, CO Founded 2021
Form 990 (PDF)
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Size
$100K–1M
What they do
a membership benefit nonprofit
Leadership
Austin Bagwell · Director Mem
Money in and out
$205K revenue, $156K expenses
Bottom line
73% program efficiency
Where the money goes · FY2025
Total revenue
$205K
Pt VIII · Ln 12
Total expenses
$156K
Pt IX · Ln 25
Net assets
$129K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $48K
Where spending went · Part IX cols B–D
Program services $0.73 Management & general $0.27
Program efficiency
73%
of spending reaches programs
Operating runway
10.4mo
months of highly liquid reserves at operating expense rate▲ +17% vs prior filing year
Surplus margin
+24%
revenue over expenses, this year▼ -26% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$205K
FY2025▲ +27%
Total revenue
$205K
Pt VIII · Ln 12
Total expenses
$156K
Pt IX · Ln 25
Net assets
$129K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$48K
Total assetsPt X · Ln 16$135K
Program-expense ratioPt IX · col B73%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSite Mountain West
EINHdr · item D85-2104885
Principal addressHdr · item CBoulder, CO
WebsiteHdr · item Jwww.sitemountainwest.com
Year of formationHdr · item L2021
State of legal domicileHdr · item MCO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFMutual/Membership (Y03)
Ruling yearIRS BMFSep 2021

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Austin Bagwell
Director Mem
$0Pt VII · Sec A
Merissa Batz
VP Young Lea
$0Pt VII · Sec A
Stephanie Callie
VP Membershi
$0Pt VII · Sec A
$0Pt VII · Sec A
Michelle Flowers
Director Mar
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Site Mountain West executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $114K of program spending, described in the organization's own filed words · FY2025.
01

Site mountain west hosts a variety of networking and education events to bring together members and prospective members in the incentive industry community.

$114Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$203K · 99%
Investment income$1K · 1%
Contributions & grants99%$203K
Investment income1%$1K
— government grantsLn 1e$203K
Total revenueLn 12$205K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.73 Management & general $0.27
Program services73%$114K
Management & general27%$42K
Total functional expensesLn 25$156K

Balance Sheet

Part X · end of year
CashLn 1$135K
Total assetsLn 16$135K
Total liabilitiesLn 26$5K
Total net assetsLn 32$129K
Months of cash on handcomputed10.4

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $135K · Operating expenses/yr $156K
10.4 months
Where the money goes
Program services
Program services $114K · Total expenses $156K
73%
Management & General
Management & general $42K · Total expenses $156K
27%
Fundraising
Fundraising $0 · Total expenses $156K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $203K · Total revenue $205K
99%
Government reliance
Government grants $203K · Total revenue $205K
99%
Earned-income share
Program service revenue $0 · Total revenue $205K
0%
Investment reliance
Investment income $1K · Total revenue $205K
+0.6%
Program self-sufficiency
Program service revenue $0 · Total expenses $156K
0%
Growth & trend
Revenue growth (YoY)
This year $205K · Prior year $161K
+27%
Net-asset trend (YoY)
End of year $129K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $205K · Expenses $156K
+24%
Liabilities-to-Assets
Total liabilities — · Total assets $135K
—
Net-asset ratio
Net assets $129K · Total assets $135K
96%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $135K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Austin Bagwell · Reported title DIRECTOR MEM · Highest reported compensation $0 · Total expenses $156K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $156K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 73%——
Overhead ratio 27%——
Revenue growth 27%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $25K · 2025–2025
Heal FoundationAZ · FY2025$14,329
Site FoundationIL · FY2025$10,950

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$205K revenue · viewing · ⤓ 990 PDF
FY2024$161K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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