Charityvest Inc.

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501(c)(3) organization

Donations are tax-deductible

www.charityvest.org

75 5TH ST NW STE 2200
Atlanta GA 30308-1038

Atlanta GA | IRS ruling year: 2016 | EIN: 81-2771871

THE MISSION OF CHARITYVEST IS TO CATALYZE GENEROSITY BY MAKING GIVING SIMPLE FOR EVERY DONOR AND EVERY CHARITY.

Rating Information

Not currently rated

Ratings are calculated from one or more beacon scores. Currently, we require either an Accountability & Finance beacon or an Impact & Results beacon to be eligible for a Charity Navigator rating. Note: The absence of a rating does not indicate a positive or negative assessment; it only indicates that we have not yet evaluated this organization.

See rating report below to learn why this organization is not currently eligible.

Beacon Weights

We recognize that not all metrics and beacons equally predict a charity’s success. The percentage each beacon contributes to the organization’s overall rating depends on the number of beacons an organization has earned.

Use the tool below to select different beacons to see how the weighting shifts when only one, two, or three beacons are earned.

Impact & Results
Accountability & Finance
Leadership & Adaptability
Culture & Community

Historical Ratings

Rating histories are available for a growing number of rated organizations. Check back later to see if this organization has a rating history!

Rating Report

Impact & Results
Accountability & Finance
Culture & Community
Leadership & Adaptability

Leadership & Adaptability

Impact & ResultsAccountability & FinanceCulture & CommunityLeadership & Adaptability

Accountability & Finance

Charityvest Inc. cannot currently be evaluated by our Accountability & Finance methodology due to only having one year of electronically-filed IRS Form 990 data. But please note, that the IRS is significantly delayed in processing nonprofit's annual tax filings. That may mean that this entity has electronically filed additional Forms 990 but they have yet to be processed and made public by the IRS.

To ensure year-to-year consistency the Encompass Rating System's Finance & Accountability beacon analyzes the three-year average of some data provided through the IRS 990.
Charity Navigator currently only has one year of consecutive e-filed Forms 990 from the IRS for Charityvest Inc. under the EIN: 81-2771871.
Before Charity Navigator can evaluate Charityvest Inc., Charityvest Inc. will need to e-file for additional fiscal years.

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Unscored Information

Total Revenue and Expenses - Data Available

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons - Data Available

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting

STEPHEN KUMP, CHAIRMAN

$0

CALVIN EDWARDS, SECRETARY

$0

MARK PARKER, TREASURER

$0

BLAIR CUNNINGHAM, DIRECTOR

$0

NATE WONG, DIRECTOR

$0

Source: IRS Form 990 (page 7), filing year 2019

IRS Published Data (Business Master File) - Data Available

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website

Activities:

Activity data not reported from the IRS

Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi) (BMF foundation code: 15)

Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources (IRS Forms 990) - Data Available

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to search for this organization's Forms 990 on the IRS website (if any are available). Simply enter the organization's name (Charityvest Inc.) or EIN (812771871) in the 'Search Term' field.

Pandemic Response - Data Available

This organization was impacted by COVID-19 in a way that effected their financial health in 2020. This normally would have reduced their star rating. Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them, and doing this pauses our revision of their rating. Charities may submit their own pandemic responses through their nonprofit portal.

Charityvest Inc. reported being impacted by COVID-19 in the following ways:

Revenue
Balance Sheet

How COVID-19 impacted the organization's operations financially:

Donations flattened in Q2 2020. We saw an uptick at the end of the year.

How COVID-19 impacted the organization's delivery of programs:

It didn't affect our exixting program offerings.

How this organization adapted to changing conditions caused by COVID-19:

We shifted to launch workplace giving programs.

Innovations the organization intends to continue permanently after the pandemic:

Workplace giving options.

Impact & Results

Not Currently Scored

Charityvest Inc. cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

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Unscored Information

Largest Programs

Charityvest Inc. reported its two largest programs on its FY 2019 Form 990 as:

$149,433

Spent in most recent FY

100%

Percent of program expenses

ADVANCE AND IMPROVE CHARITABLE RESOURCE DEPLOYMENT AND BE A SPONSORING ORGANIZATION FOR DONOR ADVISED FUNDS. THIS INCLUDES DEVELOPING AND MAINTAINING AN ONLINE PLATFORM FOR CHARITABLE GIVING TO MEET T ... (More)

$0

Spent in most recent FY

0%

Percent of program expenses

PROVIDE EDUCATION AND DISSEMINATE DECISION-RELEVANT INFORMATION TO DONORS VIA THE ONLINE PLATFORM AND MORE BROADLY, INCLUDING PLANS TO FACILITATE THE GATHERING, SYNTHESIZING, AND COMMUNICATION OF INFO ... (More)

Culture & Community

Charityvest Inc. cannot currently be evaluated by our Culture & Community methodology because we have not received data from the charity regarding its Constituent Feedback or Equity Practices strategies.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

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Leadership & Adaptability

Charityvest Inc. has earned a 100% for the Leadership & Adaptability beacon. See the metrics below for more information.

This beacon provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.

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Metrics

Full Credit

Partial Credit

No Credit

Not Applicable

Mission - 10/10 pts

The nonprofit organization presents evidence of strategic thinking through articulating the organization's mission

THE MISSION OF CHARITYVEST IS TO CATALYZE GENEROSITY BY MAKING GIVING SIMPLE FOR EVERY DONOR AND EVERY CHARITY.

Vision - 10/10 pts

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.

Increase the % of GDP that is charitable giving from ~2% to ~3%.

Source: Nonprofit submitted responses

Goals - 20/20 pts

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.

Goal One: Grow our donor-advised fund capabilities for any donor to donate cash or assets from any source to any charity within legal boundaries.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.

Goal Two: Launch pledge program to grow lifetime donor giving commitments to $5B dollars over the next 12 months.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.

Goal Three: Grow charitable DAF assets to $100M and deliver another $100M through our DAFs to charities over the next 12 months.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.

Leadership Development - 15/15 pts

The nonprofit provides evidence of investment in leadership development

What has gotten in the way of your oganization pursuing this investment?

Our organization does not have staff. It is served entirely by the board of directors as an independent governing body over the charitable activity carried out by the Charityvest platform.

Mobilizing for Mission - 15/15 pts

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.

This organization mobilizes for mission in the following ways:

Strategic Partnerships
Networks of Collective Impact Efforts
Thought Leadership
Raising Awareness

What are this organization’s external mobilizaton efforts?

Publish articles, promote content through advertisements, present and participate in conferences, and support workplace giving programs.

Adaptability Story - 30/30 pts

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.

With the cultural reverberations from COVID-19 and George Floyd, we saw an opportunity to grow giving through the desire for workplaces to empower their employees with giving options. We supported the launch of a workplace giving program in August of 2020 that enabled any company to give their employees a charitable giving account and partner with their employees' giving with automatic charitable matching.

This organization is not rated

Impact & Results

Accountability & Finance

Culture & Community

Leadership & Adaptability

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Charityvest Inc.

Charityvest Inc.

Rating Information

Not currently rated

Rating Report

Accountability & Finance

Unscored Information

STEPHEN KUMP, CHAIRMAN

$0

CALVIN EDWARDS, SECRETARY

$0

MARK PARKER, TREASURER

$0

BLAIR CUNNINGHAM, DIRECTOR

$0

NATE WONG, DIRECTOR

$0

Impact & Results

Unscored Information

Largest Programs

$149,433

100%

$0

0%

Culture & Community

Leadership & Adaptability

What has gotten in the way of your oganization pursuing this investment?

This organization mobilizes for mission in the following ways:

What are this organization’s external mobilizaton efforts?

This organization is not rated