SOCIETY OF INCENTIVE AND TRAVEL EX… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

TRACY TORREZ

Phone

5122967276

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF INCENTIVE AND TRAVEL EXECUTIVES INC, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $362K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $318K left a modest 12% surplus.

Mission

SITE TEXAS ACHIEVES BUSINESS RESULTS THROUGH MOTIVATIONAL EXPERIENCES AND SOLUTIONS BY PROVIDING EDUCATION - INCENTIVE AND GROUP TRAVEL INDUSTRY KNOWLEDGE THROUGH EDUCATIONAL PROGRAMS AND EVENTS, ADVOCACY, NETWORKING AND BUSINESS OPPORTUNITIES THROUGH MEMBERSHIP ENGAGEMENT.

Program Service Accomplishments

Program 1

PROVIDED PREMIER EDUCATIONAL, NETWORKING AND ROAD SHOW EVENTS ACROSS THE STATE OF TEXAS. SITE TEXAS SERVES AS A SOURCE OF SOLUTIONS, INSIGHTS AND GLOBAL CONNECTIONS TO MAXIMIZE BUSINESS IMPACT. 2024 ROAD SHOWS AND THE TECHNOLOGY SUMMIT ARE ABOUT PEOPLE, RELATIONSHIPS AND CONNECTIONS THAT DRIVE BUSINESS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $359,887

Investment Income $1,026

Other Revenue $985

TOTAL REVENUE $361,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $317,686

TOTAL EXPENSES $317,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$361,898	$334,439	+0.1%
Expenses	$317,686	$300,989	+0.1%
Net Income	$44,212	$33,450	+0.3%

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
JULIE BLANK	PRESIDENT	5.00	Officer Director	$0	$0	$0
TODD ZINT	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
TRACY TORREZ	PRESIDENT EL	4.00	Officer Director	$0	$0	$0
MATTHEW RONK	VP, TREAS, S	4.00	Officer Director	$0	$0	$0
KERRI MATTHEWS	DIR OF SOURC	4.00	Director	$0	$0	$0
JANA HOFER	VP OF EDUCAT	6.00	Officer Director	$0	$0	$0
JEORGE ZEPEDA	VICE PRES -	5.00	Officer Director	$0	$0	$0
OWEN CHIU	DIR - MBR SV	4.00	Director	$0	$0	$0
ALYNNE HANFORD	DIR OF EDUC	5.00	Director	$0	$0	$0
PRISCILLA ANDREWS	DIR - SOCIAL	3.00	Director	$0	$0	$0
ERIN GISH	DIR - YOUNG	5.00	Director	$0	$0	$0
RUBEN PEREZ	VICE PRES -	5.00	Officer Director	$0	$0	$0
SCOTT VASTINE	DIRECTOR - S	5.00	Director	$0	$0	$0
ELAINE KELLER	VICE PRES -	7.00	Officer Director	$0	$0	$0
ERICA MERRILL	DIR OF SOCIA	4.00	Director	$0	$0	$0
TAMI CARROL	DIR - MEMBER	4.00	Director	$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	$361,898	$317,686	$278,281	$44,212
2023	$334,439	$300,989	$234,069	$33,450
2022	$225,264	$226,490	$204,627	$-1,226
2021	$121,208	$122,768	$207,766	$-1,560
2020	$44,653	$102,617	$205,782	$-57,964
2019	$274,429	$187,282	$265,686	$87,147
2018	$63,936	$46,930	$178,382	$17,006

SOCIETY OF INCENTIVE AND TRAVEL EXECUTIVES INC