Civic Finance

Budgets, levies, debt, fund balance and fiscal-stress data for local governments and school districts, straight from state filings.

Capital Region › Towns › Overlapping entities

Town of Charleston

Town · Montgomery County · Capital Region · OSC municipal code 270314500000

Population 1,356 (Census estimate 2025; 2020 base 1,356) popest-2025 ⓘ · Meeting coverage: documents

No indicator flags.

Compared with Capital Region towns

IndicatorTown of CharlestonPeer medianPercentilePeersBasis
Operating spending per capita$1,260$91373rd101AFR 2025, operating funds (our calc)
Property tax per capita$449$40955th101AFR 2025 real property taxes (our calc)
Debt per capita$0$3163rd73AFR 2025 debt detail, year-end outstanding
Debt service % of operating spending6.1%2.4%76th101AFR 2025 (our calc)
State aid % of operating revenue11.6%12.6%43rd101AFR 2025 (our calc)
Sales tax % of operating revenue37.1%22.6%77th101AFR 2025 (our calc)
Fund balance ratio (OSC FSMS)23.6%48.1%22nd96OSC FSMS FY2025
Operating spending growth over 5 AFR years27.8%26.7%52nd100AFR 2021–2025 (our calc)
Levy growth13.6%13.2%54th1012021–2026 OSC tax tables
FSMS fiscal stress score (higher = more stress)3.33.345th88OSC FSMS FY2025

Percentile = share of same-class peers in the region with a lower value. A high or low percentile is context, not a judgment. Sales tax for towns and villages is county distribution revenue.

Five-year picture

Operating funds: revenue vs. spending RevenueSpending
$0k$435k$870k$1.3M$1.7M2019202020212022202320242025Revenue 2019: $1.4MRevenue 2020: $1.3MRevenue 2021: $1.4MRevenue 2022: $1.7MRevenue 2023: $1.7MRevenue 2024: $1.7MRevenue 2025: $1.7MSpending 2019: $1.3MSpending 2020: $1.2MSpending 2021: $1.3MSpending 2022: $1.6MSpending 2023: $1.7MSpending 2024: $1.6MSpending 2025: $1.7M

Our calculation from OSC AFR account data: all funds except custodial (T*), capital projects (H), fixed-asset (K) and long-term debt (W) groups, excluding interfund transfers and debt proceeds.

General fund surplus / deficit General fund result (incl. transfers)
$-34k$15k$65k$114k$164k2019202020212022202320242025General fund result (incl. transfers) 2019: $42kGeneral fund result (incl. transfers) 2020: $21kGeneral fund result (incl. transfers) 2021: $164kGeneral fund result (incl. transfers) 2022: $34kGeneral fund result (incl. transfers) 2023: $-34kGeneral fund result (incl. transfers) 2024: $0kGeneral fund result (incl. transfers) 2025: $-5k

OSC AFR, fund A, revenues and other sources minus expenditures and other uses (our calculation). Planned use of fund balance appears as a deficit.

Debt Debt outstandingDebt service
$0k$126k$253k$379k$505k2019202020212022202320242025Debt outstanding 2020: $60kDebt outstanding 2021: $505kDebt outstanding 2022: $330kDebt outstanding 2023: $215kDebt outstanding 2024: $100kDebt outstanding 2025: $0kDebt service 2019: $0kDebt service 2020: $0kDebt service 2021: $17kDebt service 2022: $181kDebt service 2023: $122kDebt service 2024: $124kDebt service 2025: $104k

Year-end debt outstanding (OSC AFR debt detail) and debt service expenditures (OSC AFR).

Property tax levy (OSC tax tables) Total levy
$0k$155k$310k$466k$621k202120222023202420252026Total levy 2021: $546kTotal levy 2022: $557kTotal levy 2023: $569kTotal levy 2024: $584kTotal levy 2025: $605kTotal levy 2026: $621k

Levy as reported in OSC's annual tax tables for the year shown.

OSC FSMS fund balance ratio
FY202330.5%FY202431.1%FY202523.6%

Assigned + unassigned general fund balance ÷ gross expenditures, as computed by OSC.

OSC FSMS fiscal stress score (higher = more stress)
FY20190 No DesignationFY20200 No DesignationFY20210 No DesignationFY20220 No DesignationFY20230 No DesignationFY20240 No DesignationFY20253.3 No Designation

OSC's own scores and designations. 'Not filed' rows mean the AFR was not filed in time to be scored.

Annual Financial Report series

YearOperating revenueOperating spendingGF revenue (incl. transfers)GF spending (incl. transfers)Property taxSales taxState aidDebt serviceDebt outstandingSource
2019 (FYE 2019-12-31)$1,375,500$1,304,403$487,586$445,659$528,861$409,562$194,837$0–afr-2019 ⓘ
OSC snapshot 2026-09-30
2020 (FYE 2020-12-31)$1,316,836$1,162,508$463,897$443,116$539,622$423,432$108,341$0$60,000afr-2020 ⓘ · debt-2020 ⓘ
OSC snapshot 2026-09-30
2021 (FYE 2021-12-31)$1,435,140$1,337,371$570,331$406,618$551,423$493,573$140,083$16,500$505,000afr-2021 ⓘ · debt-2021 ⓘ
OSC snapshot 2026-09-30
2022 (FYE 2022-12-31)$1,666,530$1,635,384$622,306$588,561$566,088$557,132$270,789$180,725$330,000afr-2022 ⓘ · debt-2022 ⓘ
OSC snapshot 2026-09-30
2023 (FYE 2023-12-31)$1,740,545$1,728,702$788,199$822,615$573,106$597,556$168,022$122,481$215,000afr-2023 ⓘ · debt-2023 ⓘ
OSC snapshot 2026-09-30
2024 (FYE 2024-12-31)$1,662,409$1,587,555$686,610$687,056$587,588$635,827$168,917$124,250$100,000afr-2024 ⓘ · debt-2024 ⓘ
OSC snapshot 2026-09-30
2025 (FYE 2025-12-31)$1,732,281$1,708,843$702,522$707,761$609,061$642,066$201,518$104,488$0afr-2025 ⓘ · debt-2025 ⓘ
OSC snapshot 2026-09-30

Operating and property-tax figures are our sums of OSC account-level data (independent calculation, not OSC's own totals); GF = general fund (A).

Tax cap filings (OSC)

Fiscal yearPrior levyProposed levyLevy limitLimit minus proposedLevy growthOverride planned
2019$508,263$524,753$524,753$03.2%No
2020$524,753$536,212$536,212$02.2%No
2021$536,212$546,483$546,483$01.9%No
2022$546,483$556,921$559,921$3,0001.9%No
2023$556,921$568,559$573,559$5,0002.1%No
2024$568,559$584,189$589,189$5,0002.8%No
2025$584,189$605,043$605,043$03.6%No
2026$605,043$620,785$620,785$02.6%No

Source: taxcap ⓘ, snapshot 10/09/2026. Highlighted rows: proposed levy above the computed limit. Filings are as submitted to OSC before budget adoption; a later fiscal year that has not been filed yet does not appear.

OSC Fiscal Stress Monitoring System

FYStress designationFiscal scoreEnvironmental ratingEnv. scoreSource
2019No Designation0No Designation3.3fsms-muni-2019 ⓘ
2020No Designation0No Designation16.7fsms-muni-2020 ⓘ
2021No Designation0No Designation0fsms-muni-2021 ⓘ
2022No Designation0No Designation0fsms-muni-2022 ⓘ
2023No Designation0No Designation0fsms-muni-2023 ⓘ
2024No Designation0No Designation0fsms-muni-2024 ⓘ
2025No Designation3.3No Designation0fsms-muni-2025 ⓘ

FSMS fund balance (Indicator 1): FY2023 30.5% ($565,875 of $1,854,600) fsms-ind1-muni-2023 ⓘ · FY2024 31.1% ($471,654 of $1,517,305) fsms-ind1-muni-2024 ⓘ · FY2025 23.6% ($382,049 of $1,620,551) fsms-ind1-muni-2025 ⓘ

OSC audits (1)

Source: osc-audits ⓘ. Matched by entity name in the report title.

Profile data as JSON: /api/entity/montgomery-county/charleston.json