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    Charity Navigator's Release Notes

    View the improvements made to Charity Navigator's website, rating criteria, and methodology.

    Version 12 - Fall 2023 Methodology Update


    *Ratings updated 9/18/2023 with a methodology update

    • All eligible organizations are given a size classification based on their e-filed 990 data
      • Size classifications are based on annual revenue
        • Micro: <$500k
        • Small: $500k - $2m
        • Medium: $2m - $25m
        • Large: $25m - $50m
        • Super: $50m+
           
    • All eligible organizations are assigned additional properties based on their e-filed 990 data
      • Additional properties include:
        • Donor-funded: donations / total revenue > 40%
        • Noncash: noncash contributions amount / total contributions amount > 50%
        • Grantmaking: (grants to domestic orgs+grants to foreign entities) / Program Expenses > 50%
        • Grants payable: above, plus Grants Payable / (grants to domestic orgs+grants to foreign entities) > 25%
        • Museum: identified by analyst
           
    • All eligible organizations are scored on a new methodology based on their size and assigned properties
    • ~9000 organizations whose Accountability & Finance scores were harmed due to an abnormal financial year in 2020 or 2021 had the detrimental 990 dropped from the 3-year average.  

    • Released 332 Impact & Results scores based on data submitted to Impact Genome.
    • Updated 135 existing scores, making adjustments for inflation and new research.
    • Released 274 new Impact & Results scores
    • Launched test version of the Capacity for Impact Measurement assessment
      • Charities can enter data but will not be scored

    • Expanding criteria to include 1 & 2 practices as eligible scores (e.g. all charities that submit an Equity Strategies checklist)
    • Restructured Equity Strategies Checklist Scoring scale from 80-100 to 73-100 linear scale.
    • Scores are awarded as follows
      • 1  practice = 73 points
      • 2 practices = 75 points
      • 3 practices  = 77 points
      • 4  practices  = 79 points
      • 5 practices = 81 points
      • 6 practices = 83 points
      • 7 practices = 85 points
      • 8 practices = 87 points
      • 9 practices = 89 points
      • 10 practices  = 91 points
      • 11  practices = 93 points
      • 12 practices = 95 points
      • 13 practices = 97 points
      • 14  practices =100 points