T — Philanthropy, Voluntarism & GrantmakingEIN: 832468501· Ruling Year: 2019

Charlesview Foundation

Beverly, Massachusetts

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org15.11×
Peer Median18.82×
💰
$1.1M
Total Revenue
📊
$290K
Total Expenses
🏦
$4.4M
Net Assets
📋
$225
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+6.9%
Year-over-year change (2022 → 2023)
Net Margin
+72.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
15.11
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

6 filings on record
YearRevenueExpensesAssets
2023$1,058,551↑7%$289,706↑51%$4,378,812↑9%
2022$990,005↓59%$191,777↑75%$4,024,925↑53%
2021$2,402,771↑22970%$109,635↑237%$2,627,478↑18%
2020$10,415↓100%$32,500↑209%$2,231,365↓1%
2019$2,746,974↑999%$10,525↑87608%$2,253,450↑801%
2018$250,003$12$249,991

Frequently Asked Questions

What does Charlesview Foundation do?▼

Charlesview Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Charlesview Foundation financially healthy?▼

Based on our 9-metric Financial Health Score model, Charlesview Foundation has a score of 63/100 (Grade: B). 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 Charlesview Foundation generate?▼

Revenue data for Charlesview Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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