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
-
$60,000
Educational
-
North Dallas Shared Ministries
$50,000
Humanitarian
-
$33,000
Humanitarian
-
Medical
-
$25,000
Humanitarian
-
$20,000
Humanitarian
-
$20,000
Medical
-
Navy SEAL Danny Dietz Foundation
$20,000
Humanitarian
-
Humanitarian
-
$18,576
Educational
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
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