Nonprofit · EIN 30-0778749
THE STEVE SMITH FAMILY FOUNDATION
Tax-exempt · CHARLOTTE, NC 28205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $486,998 | $597,728 | -$110,730 | $8,173,089 | $3,833,471 | $4,339,618 |
| December 31, 2023 | 990-PF | $1,121,391 | $987,001 | $134,390 | $8,361,699 | $3,911,351 | $4,450,348 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $210,493
- of which government grants
- $100,000
- Program service revenue
- $0
- Investment income
- $0
- Net rental income
- $179,120
- Net income from fundraising events
- $97,385
- Other revenue
- $276,505
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $117,900
- Other salaries and wages
- $58,624
- Salaries, compensation and benefits (total)
- $190,715
- Professional fundraising fees
- $0
- Occupancy
- $17,036
- Travel
- $2,142
- Depreciation
- $191,926
- Program services (functional)
- $350,343
- Management and general (functional)
- $176,447
- Fundraising (functional)
- $70,938
Balance sheet and other
- Total assets, start of year
- $8,361,699
- Total assets, end of year
- $8,173,089
- Total liabilities, end of year
- $3,833,471
- Net assets, end of year
- $4,339,618
- Land, buildings and equipment
- $7,134,139
- Net assets without donor restrictions
- $4,103,314
- Net assets with donor restrictions
- $236,304
- Gross unrelated business income
- $179,120
- Gross receipts
- $703,780
- Employees
- 2
- State of legal domicile
- NC
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 |
|---|---|---|---|
| Michelle Hunt | Executive Dir. Officer | 40 | $117,900 |
| Stevonne L Smith Sr | Member Trustee or director | 5 | $0 |
| Jamie Banks | President Trustee or director, Officer | 3 | $0 |
| Blaine Jackson | Treasurer Trustee or director, Officer | 3 | $0 |
| Joseph Fushey | Secretary Trustee or director, Officer | 3 | $0 |
| Chris Rioux | Member Trustee or director | 3 | $0 |
| Michael Salamone | Member Trustee or director | 3 | $0 |
| Frank Onyeajam | Member Trustee or director | 3 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michelle Hunt PO Box 77401, Charlotte, NC 28271 | Executive Dir. | 40 | $102,833 |
| Stevonne L Smith Sr PO Box 77401, Charlotte, NC 28271 | Member | 5 | $0 |
| Toya Del Valle PO Box 77401, Charlotte, NC 28271 | President | 3 | $0 |
| Blaine Jackson PO Box 77401, Charlotte, NC 28271 | Treasurer | 3 | $0 |
| Joseph Fushey PO Box 77401, Charlotte, NC 28271 | Secretary | 3 | $0 |
| Trey Morgan PO Box 77401, Charlotte, NC 28271 | Member | 3 | $0 |
| Michael Salamone PO Box 77401, Charlotte, NC 28271 | Member | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 616 COLONNADE DR STE B, CHARLOTTE, NC 28205-6827
- In care of
- % STEVONNE L SMITH ST
- Principal officer (990 for 2024)
- Stevonne L Smith Sr, 616 Colannade Drive Suite B, Charlotte, NC 28205
- Signed the 990
- Stevonne L Smith Sr, Trustee
- Phone
- (704) 266-3689
- Website
- www.stevesmithfamilyfdn.org
- Return prepared by
- Foard and Company PA
Mission
The Steve Smith Foundation focuses on the mental health and wellness of families and underserved communities.
Program accomplishments
- The Smith Family Behavioral Health Urgent Care, operated by Daymark Recovery Services, is a designated intervention and treatment center where community members with urgent primary behavioral health needs will receive triage, care and referrals.Charlotte Community Health Clinic (CCHC) Express Care offers same-day services for patients that are looking for immediate access to primary care services. The Clinic accepts Medicaid, Medicare, private insurance, as well as those without insurance.Expenses $350,343
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
IRS record
- EIN
- 30-0778749
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $486,998 | $597,728 | $8,173,089 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,121,391 | $987,001 | $8,361,699 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 30-0778749).
Questions about THE STEVE SMITH FAMILY FOUNDATION
- What is the EIN of THE STEVE SMITH FAMILY FOUNDATION?
- The employer identification number (EIN) of THE STEVE SMITH FAMILY FOUNDATION is 30-0778749.
- Is THE STEVE SMITH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE STEVE SMITH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE STEVE SMITH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE STEVE SMITH FAMILY 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 THE STEVE SMITH FAMILY 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 THE STEVE SMITH FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 names Stevonne L Smith Sr.
- Who are the officers and directors of THE STEVE SMITH FAMILY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $117,900 (Michelle Hunt, Executive Dir.).
- How much revenue does THE STEVE SMITH FAMILY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $486,998, expenses of $597,728 and total assets of $8,173,089 at year end.
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