Charitysmith Nonprofit Foundation
- Assets
- $5.0m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 2
- Location
- Truckee, CA
- Founding
- 11/2008
- Data as of
- 12/2022
- EIN
- 87-0636433
Organization Overview
Charitysmith Nonprofit Foundation is located in Truckee, CA. The organization was established in 2008. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2022, Charitysmith Nonprofit Foundation employed 2 individuals. This organization is the central organization for a national or regional group of organizations. Charitysmith Nonprofit Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Charitysmith Nonprofit Foundation generated $1.7m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $1.3m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Charitysmith Nonprofit Foundation has awarded 223 individual grants totaling $3,015,563. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
CHARITYSMITH IS COMMITTED TO THE CREATION AND MANAGEMENT OF MEMORIAL FUNDS. CHARITYSMITH OFFERS A SIMPLE AND EXPEDIENT PATHWAY TO THE CREATION OF MEMORIALS IN MEMORY OF LOVED ONES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CREATION AND ADMINISTRATION OF MEMORIAL FUNDS TO BENEFIT CHARITABLE AND EDUCATIONAL CAUSES.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brooks Rohlen President | OfficerTrustee | 1 | $0 |
Brad Zampa Treasurer | OfficerTrustee | 1 | $0 |
Jeff Weaver Trustee | OfficerTrustee | 20 | $0 |
Phelps Kip Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,401,801 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,401,801 |
| Total Program Service Revenue | $0 |
| Investment income | -$188,163 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $488,531 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,717,560 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $938,580 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $118,584 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $21 |
| Office expenses | $0 |
| Information technology | $23,085 |
| Royalties | $0 |
| Occupancy | $1,125 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $29,257 |
| All other expenses | $20,259 |
| Total functional expenses | $1,286,788 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,595,660 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,373,279 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $4,968,939 |
| Accounts payable and accrued expenses | $8,328 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $8,328 |
| Net assets without donor restrictions | $4,960,611 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,968,939 |
Grants Awarded
Over the last fiscal year, Charitysmith Nonprofit Foundation has awarded $219,403 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
CHILDREN'S MEDICAL CENTER FOUNDATION PURPOSE: Medical | $6,000 |
K&M RESIDENTIAL SOLUTIONS LLC PURPOSE: Humanitarian | $28,253 |
LOYOLA MARYMOUNT UNIVERSITY PURPOSE: Educational | $7,000 |
NH CHARITABLE FUND PURPOSE: Educational | $15,000 |
NEW JERSEY INSTITUE OF TECHNOLOGY PURPOSE: Educational | $10,000 |
RUTGERS UNIVERSITY PURPOSE: Educational | $30,000 |