Charityvest INC

Fairfield, Connecticut

A-Health Score
76A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 200 peers in Philanthropy, Voluntarism & Grantmaking with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org1.43×
Peer Median8.04×
💰
$33.0M
Total Revenue
📊
$20.1M
Total Expenses
🏦
$28.7M
Net Assets
📋
$7K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+28.5%
Year-over-year change (2021 → 2022)
Net Margin
+39.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
1.43
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2022$32,960,49829%$20,062,43149%$28,749,60484%
2021$25,642,589217%$13,478,396140%$15,601,912171%
2020$8,099,478690%$5,617,4763546%$5,764,146457%
2019$1,024,888$154,068$1,035,214

Frequently Asked Questions

What does Charityvest INC do?

Charityvest INC is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charityvest INC financially healthy?

Based on our 9-metric Financial Health Score model, Charityvest INC has a score of 76/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Charityvest INC generate?

Charityvest INC reports $113.4M in annual revenue and holds $103.4M in total assets, based on IRS filings.

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