2024-11-15T10:02:43-06:00 2023-12-31 931743146 Eifel Rambo Advisory Group Ltd 20635 Abbey Woods Ct Suite 301 Frankfort IL 60423 990 2023-01-01 205719671 SITE Foundation SITE 3126735388 330 N Wabash Ave Suite 2000 M Chicago IL 60611 Annette Gregg President 3126735388 2024-11-14 1 0 Matt Beckley P00331163 7086282365 2023 2024-10-15 13:58:12Z Annette Gregg 330 N Wabash Ave Suite 2000 M Chicago IL 60611 2015370 0 X https://www.siteglobal.com/foundation X 2006 IL To keep members informed as to new developments in the industry. 15 15 0 30 0 0 1282184 1437990 0 0 24195 31111 461130 546269 1767509 2015370 0 0 0 0 0 0 0 0 24635 1546181 1978054 1546181 1978054 221328 37316 1492298 1593195 122356 100460 1369942 1492735 The organization's primary goal is to develop fundraising initiatives resulting in donations from individuals, corporations, and industry organizations to facilitate research, trend analysis, and educational program support for the incentive and travel professional. 0 0 879942 Conventions and Meetings - Opportunity for members to gather & discuss new developments in the industry & share ideas for improvements. 279799 Education - Supporting SITE curriculum for members to improve in areas such as the business care for incentive travel, selling to the incentive market, and managing incentive travel programs. 1159741 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Smithbucklin Corporation 3126735999 330 N Wabash Suite 2000 Chicago IL 60611 X Hamish Reid President 3.00 X X 0 0 0 Stan Hershenow President-Elect 3.00 X X 0 0 0 Kevin Regan Immediate Past President 3.00 X X 0 0 0 Rhonda Brewer VP Governance 3.00 X X 0 0 0 Jonathan Richards VP Finance 3.00 X X 0 0 0 Amy Riley VP Fundraising 3.00 X X 0 0 0 Kim Napolitano Trustee 3.00 X 0 0 0 Meg Pisani Trustee 3.00 X 0 0 0 Selina Sinclair Trustee 3.00 X 0 0 0 Dave Weaver Trustee 3.00 X 0 0 0 Michael Dalton Trustee 3.00 X 0 0 0 Annette Gregg CEO 3.00 X 0 0 0 0 0 0 0 0 0 0 SmithBucklin 330 N Wabash Ave Chicago IL 60611 Management services 242720 McVeigh Global Meetings & Events 209 W 40th Street Suite 201 New York NY 10018 Event planning 205815 Palms 4321 W Flamingo Road Las Vegas NV 89103 Conference 124399 3 1280945 157045 1437990 31111 31111 546269 1280945 0 546269 546269 2015370 0 0 577380 786713 786713 6965 6965 879942 879942 Education 279799 279799 Fundraising 24635 24635 1978054 1159741 793678 24635 556072 474718 54627 54627 12000 829367 1051850 52232 0 1492298 1593195 52257 60627 70000 8500 99 31333 122356 100460 X 1309714 1438108 60228 54627 1369942 1492735 1492298 1593195 37316 85477 0 X 0 0 0 X X 1 Society of Incentive Travel Excellence 300141119 10 0 109000 0 1 109000 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 3B: The Foundation made this determination by reviewing the determination letter from the IRS which was issued in April 2003. Part IV, Section A, Line 3BC: The Board of Trustees is updated on all grant requests and related projects in May of the fiscal year. The SITE Chief Execellence Officer acts as a liaison to communicate interim updates on projects in addition to the May meeting to ensure that SITE is spending SITE grants fund for their intended purpose. 54627 54627 54627 54627 54627 54627 54627 54627 54627 54627 0 0 0 Due to SmithBucklin Corporation 3486 Due to Society for Incentive Travel Excellence 27847 31333 X 2093882 85477 85477 2008405 6965 6965 2015370 1971089 0 1971089 6965 6965 1978054 Part X, Line 2: FIN 48 Note from Audited Financial Statements: The Foundation was granted an exemption from federal income taxes by the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). In addition, the Foundation qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(3). The tax-exempt purpose of the Foundation and the nature in which it operates is described above. The Foundation continues to operate in compliance with its tax-exempt purpose. The Foundation has adopted the requirements for accounting for uncertain tax positions. The Foundation has determined that it is not required to record a liability related to uncertain tax positions for the years ended December 31, 2022 and 2021. SITE Nite 505101 270123 234978 SITE Classic 1322113 1010822 311291 1827214 1280945 546269 546269 Form 990, Part VI, Section A, line 3 Smithbucklin Corporation is a management company which manages all aspects of the organization in accordance with the organization's bylaws and policies. Operations may include but are not limited to administration, membership, finance and accounting, convention/tradeshow/meeting planning, education, marketing, information technology, and government relations. Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the Board prior to being filed with the IRS. Form 990, Part VI, Section B, line 12c The conflict of interest policy is monitored by the Board, specifically the President. Conflicts of interest must be announced at Board meetings. These are kept on file by the organization. Form 990, Part VI, Section C, line 19 The conflict of interest policy is not made public. Any conflicts of interest are addressed by the Board and kept on file. Financial statements are available in the "Members Only" section of the organization's website. Governing documents are also available to members only. Society for Incentive Travel Excellence 330 North Wabash Suite 2000 Chicago IL 60611 300141119 Provides informational services to those in the incentive travel industry IL 501(c)(6) Society of Incentive Travel Excellence 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Society for Incentive Travel Excellence B 27847 Accounting records