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$32,960,498↑29%$20,062,431↑49%$28,749,604↑84%
2021$25,642,589↑217%$13,478,396↑140%$15,601,912↑171%
2020$8,099,478↑690%$5,617,476↑3546%$5,764,146↑457%
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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