SITE CHICAGO

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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

2020

Legal Domicile

Principal Officer

Diane Murray

Phone

8477575021

Tax Period

2023-01-01 to 2023-12-31

SITE CHICAGO, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $159K in total revenue in fiscal year 2023. Expenses of $150K left a modest 5% surplus.

Mission

Educate, Network and Promote Corporate Incentive Travel

Program Service Accomplishments

Program 1

Expenses: $120,640 Revenue: $134,854

Annual General Meeting, Education Meetings and Networking Events - held 4 events throughout the year with average attendance of 110 people. Webinars, speakers and presentations on industry trends and opportunities, industry forecasting, duty of care for travelers, risk managements, supplier presentations, educational workshops, mentorships and increase industry sustainability.

Program 2

Expenses: $1,156 Revenue: $1,156

Networking and Increase Awareness of Corporate Travel Incentive Events in Michigan and Wisconsin. Held 1 event to promote and educate SITE Chicago in Michigan and Wisconsin to members. Educate...

Networking and Increase Awareness of Corporate Travel Incentive Events in Michigan and Wisconsin. Held 1 event to promote and educate SITE Chicago in Michigan and Wisconsin to members. Educate incentive travel planners in these 2 regions of SITE Chicago's value and resources to potential new members

Program 3

Expenses: $16,476 Revenue: $16,227

Support of SITE Foundation $2500, ChiGivesBack $3603 with Xmas Toys, Help Turkey Earthquake Victims $523, Maui Wildfires $3,350, Above & Beyond Foundation $1500, Cancer Society $5000

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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 $142,688

Program Service Revenue $0

Investment Income $1

Other Revenue $16,227

TOTAL REVENUE $158,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,272

Other Expenses $150,469

TOTAL EXPENSES $150,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$158,916	N/A	N/A
Expenses	$150,469	N/A	N/A
Net Income	$8,447	$0	N/A

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
Bonnie Coop	2023 President	40	Officer Director	$0	$0	$0
Rose McCullough	Immediate Past Presdient	40	Officer Director	$0	$0	$0
Lorraine Bellas	Director of Administration	40	Officer Director	$0	$0	$0
Craig Dooley	Director of Communications	40	Director Key Emp	$0	$0	$0
Lisa Croulis	Director of Education	40	Director	$0	$0	$0
Amy Devine	Ambassador to Wisconsin	40	Director	$0	$0	$0
Amy Young	Ambassador to Michigan	40	Director	$0	$0	$0
Celeste Kelley	Director of Young Leaders	40	Director	$0	$0	$0
Nancy McFayden	Co-Director of Sponsorship	40	Director	$0	$0	$0
Patti Elliott	Co-Director of Sponsorship	40	Director	$0	$0	$0
Diane Murray	Director of Finance & Accting Secretary	40	Officer 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	No data	No data	No data	No data
2023	$158,916	$150,469	$105,324	$8,447