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Society Of Incentive And Travel Executives Inc

Southern California Chapter

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$557k (2023)

Expenses
$387k (2023)

Total Assets
$649k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$556,936
Expenses
$386,534
Net Income
$170,402
Net Assets
$648,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $135,531
24.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $390,120
70.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $648,504
Total Liabilities $0
Net Assets $648,504
Compensation
Key Employees and Officers Compensation Related Other
Lisa Duarte (Vp Sponsorship) $0 $0 $0
Jen Kamins (Vp Education) $0 $0 $0
Chris Devito (Vp Membership) $0 $0 $0
Chelsea Crowe (Vp Marketing/Secretary) $0 $0 $0
Jamie Lee Tiffany (Immediate Past President) $0 $0 $0
Jessica Martino (Vp Charities) $0 $0 $0
Laurie Ackles (Director Events) $0 $0 $0
Angela Aguilar (Director Membership) $0 $0 $0
Mary Spellerberg (Director Leadership Develo) $0 $0 $0
Eric Edmonds (Vp Finance/Treasurer) $0 $0 $0
Elisabeth Smith (President) $0 $0 $0
Shabab Abbas (President Elect) $0 $0 $0
Krissi Trevino Thomas (Director Industry Relations) $0 $0 $0
Krysteena Meredith (Vp Events) $0 $0 $0
Tammy Bucklin (Director Sponsorship) $0 $0 $0
Connie Reeves (Director Advisory Council) $0 $0 $0
Michael Wallace (Director Young Leaders) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,358
Expenses
$218,721
Net Income
$19,637
Net Assets
$478,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,720
30.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $143,618
60.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $478,102
Total Liabilities $0
Net Assets $478,102
Compensation
Key Employees and Officers Compensation Related Other
Lisa Duarte (Vp Sponsorship) $0 $0 $0
Angela Minardi (Vp Education) $0 $0 $0
Heather Matusiak (Vp Membership) $0 $0 $0
Angela Aguilar (Vp Marketing/Secretary) $0 $0 $0
Evan Christman (Immediate Past President) $0 $0 $0
Jessica Martino (Vp Charities) $0 $0 $0
Krysteena Meredith (Director Events) $0 $0 $0
Chris Devito (Director Membership) $0 $0 $0
Michael Wallace (Director Leadership Development) $0 $0 $0
Jackie Ash (Vp Finance/Treasurer) $0 $0 $0
Jamie Lee Tiffany (President) $0 $0 $0
Elisabeth Smith (President Elect) $0 $0 $0
Pawntra Shadab (Director Content) $0 $0 $0
Jen Kamins (Vp Events) $0 $0 $0
Claire Mitchell (Director Sponsorship) $0 $0 $0
Jennifer Shafer (Director Advisory Council) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$241,222
Expenses
$170,167
Net Income
$71,055
Net Assets
$458,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,957
24.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $167,435
69.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $458,465
Total Liabilities $0
Net Assets $458,465
Compensation
Key Employees and Officers Compensation Related Other
Lisa Duarte (Vp Sponsorship Coordination) $0 $0 $0
Angela Minardi (Vp Education) $0 $0 $0
Liz Smith (Vp Membership) $0 $0 $0
Angela Aguilar (Vp Communications) $0 $0 $0
Evan Christman (President) $0 $0 $0
Jessica Martino (Vp Community Outreach) $0 $0 $0
Krysteen Meredith (Vp Young Leaders) $0 $0 $0
Kathie Giles (Vp Finance) $0 $0 $0
Michael Wallace (Vp Program Logistics) $0 $0 $0
Jackie Ash (Vp Sponsorship) $0 $0 $0
Jamie Lee Tiffany (President Elect) $0 $0 $0
Alisa Walsh (Immediate Past President) $0 $0 $0
Pawntra Shadab (Director Of Inclusion) $0 $0 $0
Heather Matusiak (Director Of Membership Rec) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$37,308
Expenses
$254,704
Net Income
-$292,012
Net Assets
$387,410
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,916
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$74,224
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $387,410
Total Liabilities $0
Net Assets $387,410
Compensation
Key Employees and Officers Compensation Related Other
Lisa Duarte (Vp Community Outreach) $0 $0 $0
Ciara Rubalcava (Vp Education) $0 $0 $0
Jamie Lee Tiffany (Vp Event Sourcing) $0 $0 $0
Angela Aguilar (Vp Communications) $0 $0 $0
Alisa Walsh (President) $0 $0 $0
Jessica Martino (Vp Membership) $0 $0 $0
Tony Buhr (Vp Young Leaders) $0 $0 $0
Kathie Giles (Vp Finance) $0 $0 $0
Michael Wallace (Vp Program Logistics) $0 $0 $0
Jackie Ash (Vp Sponsorship) $0 $0 $0
Evan Christman (President Elect) $0 $0 $0
Brian Griffith (Immediate Past President) $0 $0 $0
Brian Anderson (Director Of Sponsorship Co) $0 $0 $0
Mary Spellerberg (Director Of Membership Rec) $0 $0 $0
Michelle Thornton (Director Of Industry Relations) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,522
Expenses
$298,197
Net Income
-$61,675
Net Assets
$679,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,436
35.7%
Investment Income $13
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $127,518
53.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $679,422
Total Liabilities $0
Net Assets $679,422
Compensation
Key Employees and Officers Compensation Related Other
Rolando Espinoza (Vp Communications) $0 $0 $0
Ciara Rubaicava (Vp Education) $0 $0 $0
Jamie Lee Tiffany (Vp Community Outreach) $0 $0 $0
Judi Froehlich (Vp Finance) $0 $0 $0
Alisa Walsh (President Elect) $0 $0 $0
Katie Everhart (Vp Membership) $0 $0 $0
Tony Buhr (Vp Young Leaders) $0 $0 $0
Katie Giles (Vp Sponsorship) $0 $0 $0
Sarah Muschler (Vp Events) $0 $0 $0
Mandy Brown (Immediate Past President) $0 $0 $0
Evan Christman (Vp Program Logistics) $0 $0 $0
Brian Griffith (President) $0 $0 $0
Jackie Ash (Director Of Sponsorship Coordination) $0 $0 $0
Jessica Martino (Director Of Membership Recruitment) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$471,267
Expenses
$241,449
Net Income
$229,818
Net Assets
$741,097
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,549
20.1%
Investment Income $18
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $358,425
76.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $741,097
Total Liabilities $0
Net Assets $741,097
Compensation
Key Employees and Officers Compensation Related Other
Kathy Reese (Vp Communications) $0 $0 $0
Autumn Johnson (Vp Education) $0 $0 $0
Jamie Lee Tiffany (Vp Community Outreach) $0 $0 $0
Judi Froehlich (Vp Finance) $0 $0 $0
Brian Griffith (President Elect) $0 $0 $0
Katie Everhart (Vp Membership) $0 $0 $0
Alisa Walsh (Vp Young Leaders) $0 $0 $0
Katie Giles (Vp Sponsorship) $0 $0 $0
Brittany Hodge (Vp Events) $0 $0 $0
Jamie Oakley (Immediate Past President) $0 $0 $0
Sarah Muschler (Vp Event Logistics) $0 $0 $0
Mandy Brown (President) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$409,342
Expenses
$292,900
Net Income
$116,442
Net Assets
$511,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,048
18.6%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $302,617
73.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $511,279
Total Liabilities $0
Net Assets $511,279
Compensation
Key Employees and Officers Compensation Related Other
Shabah Abbas (Vp Communications & Pr(soc) $0 $0 $0
Jamie Lee Tiffany (Vp Education/Young Leaders) $0 $0 $0
Kathy Reese (Vp Community Outreach) $0 $0 $0
Connie Reeves (Vp Finance) $0 $0 $0
Mandy Brown (President Elect) $0 $0 $0
Brian Griffith (Vp Membership) $0 $0 $0
Autumn Johnson (Vp Education) $0 $0 $0
Geraldine Gatehouse (Vp Strategic Development) $0 $0 $0
Emily Koch (Vp Events) $0 $0 $0
Patrick Burkhardt (Immediate Past President) $0 $0 $0
Travis Dina Pham (Vp Sponsorship) $0 $0 $0
Sarah Muschler (Vp Event Logistics) $0 $0 $0
Katie Campbell (Director Of Membership Recruitment) $0 $0 $0
Jamie Oakley (President) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,737
Expenses
$265,120
Net Income
$3,617
Net Assets
$394,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,633
28.5%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $167,479
62.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $394,837
Total Liabilities $0
Net Assets $394,837
Compensation
Key Employees and Officers Compensation Related Other
Liz Smith (Vp Communications & Pr(social Media)) $0 $0 $0
Jamie Lee Tiffany (Vp Education/Young Leaders) $0 $0 $0
Kathy Reese (Director Of Program Logistics) $0 $0 $0
Connie Reeves (Vp Finance) $0 $0 $0
Mandy Brown (Vp Membership) $0 $0 $0
Brian Griffith (Director Of Membership Recruitment) $0 $0 $0
Mary Spellerberg (Vp Community Services) $0 $0 $0
Geraldine Gatehouse (Immediate Past President) $0 $0 $0
Emily Koch (Vp Events) $0 $0 $0
Jamie Oakley (President Elect) $0 $0 $0
Travis Pham (Co Director Of Sponsorship) $0 $0 $0
Suzy Kay (Co Director Of Sponsorship) $0 $0 $0
Patrick Burkhardt (President) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,641
Expenses
$252,470
Net Income
$50,171
Net Assets
$391,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,442
23.9%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $204,448
67.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $391,220
Total Liabilities $0
Net Assets $391,220
Compensation
Key Employees and Officers Compensation Related Other
Meg Gneiting (Director Of Social Media) $0 $0 $0
Jamie Oakley (Vp Communications) $0 $0 $0
Susan Barnes (Vp Programs) $0 $0 $0
Connie Reeves (Vp Finance) $0 $0 $0
Mandy Brown (Vp Membership) $0 $0 $0
Travis Pham (Director Of Young Leaders/Education) $0 $0 $0
Diane Hermann (Vp Community Services) $0 $0 $0
Darrell Benning (Immediate Past President) $0 $0 $0
Liz Smith (Vp Events) $0 $0 $0
Patrick Burkhardt (President Elect) $0 $0 $0
Tricia Tamutzer (Co Director Of Sponsorship) $0 $0 $0
Suzy Kay (Co Director Of Sponsorship) $0 $0 $0
Kathryn Wells (Vp Leadership) $0 $0 $0
Geraldine Gatehouse (President) $0 $0 $0
James Vertovec (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$284,712
Expenses
$243,498
Net Income
$41,214
Net Assets
$341,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,235
25.7%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $191,771
67.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $341,049
Total Liabilities $0
Net Assets $341,049
Compensation
Key Employees and Officers Compensation Related Other
Moon Civetz (Vp Strategic Alliances) $0 $0 $0
Patrick Burkhardt (Vp Communications) $0 $0 $0
Samantha Holmes (Vp Programs) $0 $0 $0
Mary Spellerberg (Vp Finance) $0 $0 $0
Jamie Oakley (Vp Membership) $0 $0 $0
Liz Smith (Special Events Liason) $0 $0 $0
Diane Hermann (Vp Community Services) $0 $0 $0
John Ehlenfeldt (Immediate Past President) $0 $0 $0
Rita Connor (Vp Education) $0 $0 $0
Geraldine Gatehouse (President Elect) $0 $0 $0
Darrell Benning (President) $0 $0 $0
Debbie Hawkins (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,961
Expenses
$226,040
Net Income
$20,921
Net Assets
$299,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,795
26.6%
Investment Income $4
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $159,919
64.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,000
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $299,835
Total Liabilities $0
Net Assets $299,835

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,311
Expenses
$221,009
Net Income
$23,302
Net Assets
$278,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,781
28.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $157,604
64.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,500
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $278,914
Total Liabilities $0
Net Assets $278,914

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,043
Expenses
$194,407
Net Income
$33,636
Net Assets
$255,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,363
13.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $181,632
79.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $255,612
Total Liabilities $0
Net Assets $255,612

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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