Nonprofit · EIN 87-0636433
CHARITYSMITH NONPROFIT FOUNDATION
Tax-exempt · TRUCKEE, CA 96161
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,415,351 | $1,832,398 | $582,953 | $6,143,115 | $45,960 | $6,097,155 |
| December 31, 2023 | 990 | $1,903,803 | $1,592,350 | $311,453 | $5,520,234 | $6,032 | $5,514,202 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,581,522
- Program service revenue
- $0
- Investment income
- $238,732
- Net income from fundraising events
- $595,097
- Other revenue
- $595,097
Expenses
- Grants and similar amounts paid
- $1,252,273
- Other salaries and wages
- $198,139
- Salaries, compensation and benefits (total)
- $198,139
- Professional fundraising fees
- $0
- Accounting fees
- $13,000
- Program services (functional)
- $1,616,733
- Management and general (functional)
- $156,013
- Fundraising (functional)
- $59,652
Balance sheet and other
- Total assets, start of year
- $5,520,234
- Total assets, end of year
- $6,143,115
- Total liabilities, end of year
- $45,960
- Net assets, end of year
- $6,097,155
- Publicly traded securities
- $1,994,861
- Net assets without donor restrictions
- $6,097,155
- Gross receipts
- $2,788,241
- Employees
- 3
- Volunteers
- 3
- Year formed
- 2006
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RACHEL ROHLEN | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $95,337 |
| BROOKS ROHLEN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRAD ZAMPA | TREASURER Trustee or director, Officer | 1 | $0 |
| JEFF WEAVER | TRUSTEE Trustee or director | 20 | $0 |
| PHELPS KIP | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BROOKS ROHLEN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRAD ZAMPA | TREASURER Trustee or director, Officer | 1 | $0 |
| JEFF WEAVER | TRUSTEE Trustee or director, Officer | 20 | $0 |
| PHELPS KIP | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13100 FILLY LN, TRUCKEE, CA 96161-1433
- In care of
- % RACHEL ROHLEN
- Principal officer (990 for 2024)
- RACHEL WARD ROHLEN, 13100 FILLY LANE, TRUCKEE, CA 96161
- Signed the 990
- RACHEL WARD ROHLEN, EXECUTIVE DIRECTOR
- Phone
- (800) 276-6546
- Return prepared by
- Artesian CPA LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 87-0636433 or by the name CHARITYSMITH NONPROFIT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- CREATION AND ADMINISTRATION OF MEMORIAL FUNDS TO BENEFIT CHARITABLE AND EDUCATIONAL CAUSES.Expenses $1,616,733 · grants $1,252,273 · revenue $2,549,509
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0636433
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $6,143,115
- Income (IRS master file)
- $2,788,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,415,351 | $1,832,398 | $6,143,115 | IRS |
| 990 | December 2023 | $1,903,803 | $1,592,350 | $5,520,234 | XML |
| 990 | December 2022 | $1,717,560 | $1,286,788 | $4,968,939 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0636433).
Questions about CHARITYSMITH NONPROFIT FOUNDATION
- What is the EIN of CHARITYSMITH NONPROFIT FOUNDATION?
- The employer identification number (EIN) of CHARITYSMITH NONPROFIT FOUNDATION is 87-0636433.
- Is CHARITYSMITH NONPROFIT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CHARITYSMITH NONPROFIT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARITYSMITH NONPROFIT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHARITYSMITH NONPROFIT FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARITYSMITH NONPROFIT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CHARITYSMITH NONPROFIT FOUNDATION?
- The 990 for the year ended December 31, 2024 names RACHEL WARD ROHLEN.
- Who are the officers and directors of CHARITYSMITH NONPROFIT FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $95,337 (RACHEL ROHLEN, EXECUTIVE DIRECTOR).
- How much revenue does CHARITYSMITH NONPROFIT FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,415,351, expenses of $1,832,398 and total assets of $6,143,115 at year end.
Other nonprofits in TRUCKEE
- TAHOE TRUCKEE COMMUNITY FOUNDATION EIN 68-0416404 · last filed 990 for 2025
- PEGGY AND JACK BASKIN FOUNDATION EIN 26-0677825 · last filed 990-PF for 2024
- LANA VENTO CHARITABLE TR EIN 87-0679459 · last filed 990-PF for 2025
- TAHOE MOUNTAIN RESORTS FOUNDATION EIN 57-1160353 · last filed 990 for 2024
- KANSHA FOUNDATION EIN 20-8038102 · last filed 990-PF for 2025
- WILLIAM F BROLL & ELIZABETH TYLER BROLL CHARITABLE FOUNDATION EIN 33-0799181 · last filed 990-PF for 2025
- VIRGINIA B HIRSH FOUNDATION EIN 82-2006817 · last filed 990-PF for 2024
- LITTLE PEACOCK PROJECT EIN 99-3201022 · last filed 990-N for 2024
All nonprofits in TRUCKEE · California · Philanthropy, voluntarism and grantmaking foundations