CHARITYSMITH NONPROFIT FOUNDATION (EIN 870636433) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

RACHEL WARD ROHLEN

Phone

8002766546

Tax Period

2023-01-01 to 2023-12-31

CHARITYSMITH NONPROFIT FOUNDATION, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $311K, a strong 16% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,462,044

Program Service Revenue $0

Investment Income $71,941

Other Revenue $369,818

TOTAL REVENUE $1,903,803

Expense Breakdown

Grants Paid $1,187,360

Salaries & Benefits $171,467

Fundraising Expenses $0

Program Expenses $1,443,075

Other Expenses $233,523

TOTAL EXPENSES $1,592,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,903,803	$1,717,560	+0.1%
Expenses	$1,592,350	$1,286,788	+0.2%
Net Income	$311,453	$430,772	-0.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BROOKS ROHLEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD ZAMPA	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF WEAVER	TRUSTEE	20.00	Officer Director	$0	$0	$0
PHELPS KIP	TRUSTEE	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,903,803	$1,592,350	$5,520,234	$311,453
2022	$1,717,560	$1,286,788	$4,968,939	$430,772
2021	$1,796,197	$1,237,972	$4,420,522	$558,225
2020	$1,215,298	$1,230,854	$3,904,224	$-15,556
2019	$1,823,081	$1,368,558	$3,877,074	$454,523
2018	$1,562,048	$1,130,931	$3,422,388	$431,117

CHARITYSMITH NONPROFIT FOUNDATION