Chartway Promise Foundation

Chartway Promise Foundation shows consistent revenue growth and zero officer compensation, but asset and liability levels fluctuate significantly.

EIN: 203244422 · Virginia Bch, VA · NTEE: T30 · Updated: 2026-03-28

$1.4MRevenue
$1.2MGross Revenue
$388KAssets
85/100Mission Score (Excellent)
T30
Chartway Promise Foundation Financial Summary
MetricValue
Total Revenue$1.4M
Total Expenses$1.0M
Program Spending85%
Net Assets$210K
Transparency Score85/100

Is Chartway Promise Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Chartway Promise Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Chartway Promise Foundation

Chartway Promise Foundation (EIN: 203244422) is a nonprofit organization based in Virginia Bch, VA, classified under NTEE code T30. The organization reported total revenue of $1.4M and total assets of $388K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Chartway Promise Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Chartway Promise Foundation is a mid-size nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.7%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.1M
Total Expenses$1.0M
Surplus / Deficit+$104K
Total Assets$322K
Total Liabilities$112K
Net Assets$210K
Operating Margin9.0%
Debt-to-Asset Ratio34.8%
Months of Reserves3.7 months

Financial Health Grade: A

In 2023, Chartway Promise Foundation reported a surplus of $104K with revenue exceeding expenses, holds 3.7 months of operating reserves (adequate), has a debt-to-asset ratio of 34.8% (moderate leverage).

Financial Trends

Over 13 years of filings (2011–2023), Chartway Promise Foundation's revenue has grown at a compound annual growth rate (CAGR) of 3.7%.

YearRevenue ChangeExpense ChangeAsset Change
2023+27.7%+21.8%-63.4%
2022+28.3%+23.6%+20.9%
2021+29.2%+11.0%+1102.3%
2020-44.5%-28.8%-57.6%
2019+33.1%+15.3%+220.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Chartway Promise Foundation demonstrates consistent growth in revenue and expenses over the past several years, indicating an expanding operational scope. For instance, revenue grew from $541,900 in 2020 to $1,146,778 in 2023. The organization consistently reports 0% officer compensation, which is a strong indicator of efficient use of funds and a commitment to directing resources towards its mission. However, the asset base has fluctuated significantly, with a notable drop from $878,127 in 2022 to $321,705 in 2023, and liabilities have also shown considerable variation, reaching $770,000 in 2022. This volatility in assets and liabilities warrants closer examination to understand the underlying financial strategies and stability. The foundation's financial health appears generally stable given its consistent revenue generation exceeding expenses in most recent years, such as 2023 where revenue was $1,146,778 against expenses of $1,043,179. The absence of officer compensation is a significant positive for spending efficiency. While the NTEE code T30 (Philanthropy, Voluntarism, and Grantmaking Foundations) suggests a focus on grantmaking, the detailed program spending breakdown is not provided in the summary data, making a precise assessment of program efficiency challenging. The organization's consistent filing of IRS 990s demonstrates good transparency regarding its financial operations.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Chartway Promise Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Chartway Promise Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.1MTotal Revenue
$1.0MTotal Expenses
$322KTotal Assets
$112KTotal Liabilities
$210KNet Assets
  • The organization reported a surplus of $104K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 34.8%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers, which is highly favorable for directing funds to its mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Chartway Promise Foundation's IRS 990 filings:

  • Significant year-over-year fluctuations in assets and liabilities without clear explanation in summary data.

Strengths

The following positive indicators were identified for Chartway Promise Foundation:

  • Consistent revenue growth, indicating increasing support and capacity.
  • Zero officer compensation reported across all filings, maximizing funds for programs.
  • Revenue consistently exceeds expenses in most recent periods, demonstrating financial stability.
  • Consistent IRS 990 filing history, indicating good transparency.

Frequently Asked Questions about Chartway Promise Foundation

Is Chartway Promise Foundation a legitimate charity?

Chartway Promise Foundation (EIN: 203244422) is a registered tax-exempt nonprofit based in Virginia. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.4M. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Chartway Promise Foundation spend its money?

Chartway Promise Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Chartway Promise Foundation tax-deductible?

Chartway Promise Foundation is registered as a tax-exempt nonprofit (EIN: 203244422). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Chartway Promise Foundation's spending goes to programs?

Chartway Promise Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Chartway Promise Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Chartway Promise Foundation is above average for NTEE category T30 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Chartway Promise Foundation located?

Chartway Promise Foundation is headquartered in Virginia Bch, Virginia and files with the IRS under EIN 203244422. It is classified under NTEE code T30.

How many years of IRS 990 filings does Chartway Promise Foundation have?

Chartway Promise Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.4M in total revenue.

Is Chartway Promise Foundation a good charity?

Based on the provided data, Chartway Promise Foundation appears to be a good charity. It demonstrates consistent revenue growth, manages its expenses effectively (revenue often exceeds expenses), and notably reports 0% officer compensation, meaning funds are not diverted to executive salaries. This suggests a strong commitment to its mission.

Why do assets and liabilities fluctuate so much?

The significant fluctuations in assets and liabilities, such as assets dropping from $878,127 in 2022 to $321,705 in 2023, and liabilities reaching $770,000 in 2022, could be due to various factors including large grant disbursements, investment activities, or specific project financing. Further investigation into the detailed financial statements would be needed to understand these movements.

How does the organization ensure its mission is met without paid officers?

The absence of officer compensation suggests that the organization likely relies heavily on volunteer leadership or that executive functions are covered by an affiliated entity (e.g., Chartway Credit Union) without direct compensation from the foundation itself. This model can be highly efficient if managed well, ensuring more funds go directly to programs.

Filing History

IRS 990 filing history for Chartway Promise Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Chartway Promise Foundation's revenue has grown by 54.1%, moving from $744K to $1.1M. Total assets increased by 43.9% over the same period, from $224K to $322K. Total functional expenses rose by 23.2%, from $847K to $1.0M. In its most recent filing year (2023), Chartway Promise Foundation reported a surplus of $104K, with revenue exceeding expenses. The organization holds $112K in liabilities against $322K in assets (debt-to-asset ratio: 34.8%), resulting in net assets of $210K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.1M $1.0M $322K $112K View 990
2022 $898K $857K $878K $770K View 990
2021 $700K $693K $727K $660K View 990
2020 $542K $625K $60K $806 View 990
2019 $976K $878K $142K $0 View 990
2018 $733K $761K $44K $0 View 990
2017 $836K $809K $66K $0 View 990
2016 $856K $848K $819K $769K View 990
2015 $794K $780K $809K $764K View 990
2014 $791K $844K $116K $85K View 990
2013 $848K $1.2M $84K $225 View 990
2012 $740K $432K $449K $1K View 990
2011 $744K $847K $224K $83K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.1M, expenses of $1.0M, and assets of $322K (revenue +27.7% year-over-year).
  • 2022: Revenue of $898K, expenses of $857K, and assets of $878K (revenue +28.3% year-over-year).
  • 2021: Revenue of $700K, expenses of $693K, and assets of $727K (revenue +29.2% year-over-year).
  • 2020: Revenue of $542K, expenses of $625K, and assets of $60K (revenue -44.5% year-over-year).
  • 2019: Revenue of $976K, expenses of $878K, and assets of $142K (revenue +33.1% year-over-year).
  • 2018: Revenue of $733K, expenses of $761K, and assets of $44K (revenue -12.3% year-over-year).
  • 2017: Revenue of $836K, expenses of $809K, and assets of $66K (revenue -2.3% year-over-year).
  • 2016: Revenue of $856K, expenses of $848K, and assets of $819K (revenue +7.8% year-over-year).
  • 2015: Revenue of $794K, expenses of $780K, and assets of $809K (revenue +0.4% year-over-year).
  • 2014: Revenue of $791K, expenses of $844K, and assets of $116K (revenue -6.7% year-over-year).
  • 2013: Revenue of $848K, expenses of $1.2M, and assets of $84K (revenue +14.5% year-over-year).
  • 2012: Revenue of $740K, expenses of $432K, and assets of $449K (revenue -0.5% year-over-year).
  • 2011: Revenue of $744K, expenses of $847K, and assets of $224K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Chartway Promise Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Chartway Promise Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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