40 & 8 CHARLES W ARDERY MEMORIAL C… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Phone

7657471551

Tax Period

2024-08-01 to 2025-07-31

40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND, founded in 1975, is a small nonprofit that reported $170K in total revenue in fiscal year 2024. Revenue surged 138% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 71% operating margin.

Mission

PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.

Program Service Accomplishments

Program 1

Expenses: $25,989

PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,551

Program Service Revenue $0

Investment Income $138,015

Other Revenue $0

TOTAL REVENUE $169,566

Expense Breakdown

Grants Paid $3,935

Salaries & Benefits $23,698

Fundraising Expenses $0

Program Expenses $25,989

Other Expenses $20,749

TOTAL EXPENSES $48,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,566	$71,236	+1.4%
Expenses	$48,382	$54,553	-0.1%
Net Income	$121,184	$16,683	+6.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	5.00		$23,698	$0	$23,698
JOHN DIGILIO JR	OFFICER	N/A	Officer	$0	$0	$0
FRANK KRONEN	OFFICER	N/A	Officer	$0	$0	$0
BERNIE SAMPSON	OFFICER	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$169,566	$48,382	$2,671,008	$121,184
2024	$71,236	$54,553	$2,549,823	$16,683
2023	$455,151	$51,602	$2,533,140	$403,549
2022	$189,862	$53,773	$2,129,591	$136,089
2021	$137,881	$43,554	$1,993,502	$94,327
2020	$109,432	$50,889	$1,899,175	$58,543

40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND