SITE Foundation (EIN 205719671) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Annette Gregg

Phone

3126735388

Tax Period

2023-01-01 to 2023-12-31

SITE Foundation, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,437,990

Program Service Revenue $0

Investment Income $31,111

Other Revenue $546,269

TOTAL REVENUE $2,015,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $24,635

Program Expenses $1,159,741

Other Expenses $1,978,054

TOTAL EXPENSES $1,978,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,015,370	$1,767,509	+0.1%
Expenses	$1,978,054	$1,546,181	+0.3%
Net Income	$37,316	$221,328	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hamish Reid	President	3.00	Officer Director	$0	$0	$0
Stan Hershenow	President-Elect	3.00	Officer Director	$0	$0	$0
Kevin Regan	Immediate Past President	3.00	Officer Director	$0	$0	$0
Rhonda Brewer	VP Governance	3.00	Officer Director	$0	$0	$0
Jonathan Richards	VP Finance	3.00	Officer Director	$0	$0	$0
Amy Riley	VP Fundraising	3.00	Officer Director	$0	$0	$0
Kim Napolitano	Trustee	3.00	Director	$0	$0	$0
Meg Pisani	Trustee	3.00	Director	$0	$0	$0
Selina Sinclair	Trustee	3.00	Director	$0	$0	$0
Dave Weaver	Trustee	3.00	Director	$0	$0	$0
Michael Dalton	Trustee	3.00	Director	$0	$0	$0
Annette Gregg	CEO	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,015,370	$1,978,054	$1,593,195	$37,316
2022	$1,767,509	$1,546,181	$1,492,298	$221,328
2021	$948,383	$586,956	$1,431,670	$361,427
2020	$167,822	$649,869	$1,306,566	$-482,047
2019	$891,431	$757,509	$1,905,910	$133,922
2018	$822,476	$795,934	$1,174,249	$26,542

SITE Foundation