40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND (EIN 510177489) - Form 990 Financial Analysis & Trantor Score

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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

2023-08-01 to 2024-07-31

40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND, founded in 1975, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 23% operating margin.

Mission

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 (2023)

Revenue Breakdown

Contributions & Grants $9,904

Program Service Revenue $0

Investment Income $61,332

Other Revenue $0

TOTAL REVENUE $71,236

Expense Breakdown

Grants Paid $7,422

Salaries & Benefits $21,728

Fundraising Expenses $0

Program Expenses $29,747

Other Expenses $25,403

TOTAL EXPENSES $54,553

Year-over-Year Comparison

	2023	2022	Change
Revenue	$71,236	$455,151	-0.8%
Expenses	$54,553	$51,602	+0.1%
Net Income	$16,683	$403,549	-1.0%

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		$21,728	$0	$21,728
JOHN T DIGILIO JR	OFFICER	N/A	Officer	$0	$0	$0
FRANK KRONEN	OFFICER	N/A	Officer	$0	$0	$0
WILLIAM SIMPSON	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
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