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Nonprofiteer
← CHARITYSMITH NONPROFIT FOUNDATION

Form 990 for tax year 2024

Filed by CHARITYSMITH NONPROFIT FOUNDATION.

Totals

Total revenue
$2,415,351
Total expenses
$1,832,398
Contributions and grants received
$1,581,522
Grants paid
$1,252,273
Program service revenue
$0
Investment income
$238,732
Other revenue
$595,097
Total assets, end of year
$6,143,115
Total liabilities, end of year
$45,960
Net assets or fund balances, end of year
$6,097,155
Program services expenses (Part IX)
$1,616,733
Management and general expenses
$156,013
Fundraising expenses
$59,652
Program service expenses (Part III)
$1,616,733

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,581,522

  • 3 · Investment income

    total $238,732 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $967,987

  • 8b · Fundraising events: direct expenses

    $372,890

  • 8c · Net income from fundraising events

    total $595,097 · unrelated business $0 · excluded $595,097

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $930,804 · program services $930,804

  • 2 · Grants to domestic individuals

    total $321,469 · program services $321,469

  • 7 · Other salaries and wages

    total $198,139 · program services $97,088 · management and general $101,051 · fundraising $0

  • 11c · Fees: accounting

    total $13,000 · program services $0 · management and general $13,000 · fundraising $0

  • 11f · Fees: investment management

    total $22,118 · program services $22,118 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $7,734 · program services $4,534 · management and general $3,200 · fundraising $0

  • 14 · Information technology

    total $25,586 · program services $12,793 · management and general $12,793 · fundraising $0

  • 23 · Insurance

    total $5,128 · program services $0 · management and general $5,128 · fundraising $0

  • 24a · Other expenses: MEMORIAL FUND EXPENSE

    total $212,945 · program services $212,945 · management and general $0 · fundraising $0

  • 24b · Other expenses: OTHER PERSONNEL EXPENSES

    total $503 · program services $0 · management and general $503 · fundraising $0

  • 24c · Other expenses: NON-PERSONNEL FEE

    total $19,175 · program services $0 · management and general $19,175 · fundraising $0

  • 24d · Other expenses: BANK FEE

    total $16,145 · program services $14,982 · management and general $1,163 · fundraising $0

  • 24e · All other expenses

    total $59,652 · program services $0 · management and general $0 · fundraising $59,652

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,715,037 · end of year $4,139,565

  • 2 · Savings and temporary cash investments

    beginning of year $8,689 · end of year $8,689

  • 11 · Investments: publicly traded securities

    beginning of year $1,796,508 · end of year $1,994,861

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,032 · end of year $45,960

  • 27 · Net assets without donor restrictions

    beginning of year $5,514,202 · end of year $6,097,155

Mission and programs · 2024

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

Withheld by Nonprofiteer: this text may name a private individual.

  • CREATION AND ADMINISTRATION OF MEMORIAL FUNDS TO BENEFIT CHARITABLE AND EDUCATIONAL CAUSES.

    Expenses $1,616,733 · Grants $1,252,273 · Revenue $2,549,509

As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • BROOKS ROHLEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • BRAD ZAMPA

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • JEFF WEAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    20
  • PHELPS KIP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RACHEL ROHLEN

    EXECUTIVE DIRECTOR

    Total calculated
    $95,337
    From this org
    $95,337
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2025
IRS schema version
2024v5.2
Source object
202543109349303829

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.