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40 & 8 Charles W Ardery Memorial Child Welfare Trust Fund

  • Muncie, IN
  • Tax-exempt since Oct. 1975
  • EIN: 51-0177489

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$71.2k (2024)

Expenses
$54.6k (2024)

Total Assets
$2.55M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,236
Expenses
$54,553
Net Income
$16,683
Net Assets
$2,549,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,904
13.9%
Program Services $0
Investment Income $64,996
91.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,664
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,728
39.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,549,823
Total Liabilities $0
Net Assets $2,549,823
Compensation
Key Employees and Officers Compensation Related Other
First Merchants Private Wealth Adv First Merchants Private Wealth Adv (Trustee) $21,728 $0 $0
John T Digilio Jr (Officer) $0 $0 $0
Frank Kronen (Officer) $0 $0 $0
William Simpson (Officer) $0 $0 $0
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Document Links

990
Filed on Aug. 4, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$455,151
Expenses
$51,602
Net Income
$403,549
Net Assets
$2,533,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,160
2.9%
Program Services $0
Investment Income $63,078
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $378,913
83.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,349
39.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,533,140
Total Liabilities $0
Net Assets $2,533,140
Compensation
Key Employees and Officers Compensation Related Other
First Merchants Private Wealth Adv First Merchants Private Wealth Adv (Trustee) $20,349 $0 $0
John T Digilio Jr (Officer) $0 $0 $0
Frank Kronen (Officer) $0 $0 $0
William Simpson (Officer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 29, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$189,862
Expenses
$53,773
Net Income
$136,089
Net Assets
$2,129,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,850
6.2%
Program Services $0
Investment Income $40,785
21.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $137,227
72.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,853
42.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,129,591
Total Liabilities $0
Net Assets $2,129,591
Compensation
Key Employees and Officers Compensation Related Other
First Merchants Pwa First Merchants Pwa (Trustee) $22,853 $0 $0
Jerry Brady (Officer) $0 $0 $0
John T Digilio Jr (Officer) $0 $0 $0
Rick Williams (Officer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,881
Expenses
$43,554
Net Income
$94,327
Net Assets
$1,993,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,206
8.1%
Program Services $0
Investment Income $52,049
37.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,626
54.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,993,502
Total Liabilities $0
Net Assets $1,993,502
Compensation
Key Employees and Officers Compensation Related Other
First Merchants Private Wealth Adv First Merchants Private Wealth Adv (Trustee) $23,023 $0 $0
Joe Dolwig (Officer) $0 $0 $0
Daniel Dumas (Advisor) $0 $0 $0
Randal Gregor (Officer) $0 $0 $0
Robert Kaseman (Advisor) $0 $0 $0
Mike Mcgary (Officer) $0 $0 $0
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Document Links

990
Filed on Jan. 12, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,432
Expenses
$50,889
Net Income
$58,543
Net Assets
$1,899,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,309
14.0%
Program Services $0
Investment Income $50,637
46.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,486
39.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,398
42.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,899,175
Total Liabilities $0
Net Assets $1,899,175
Compensation
Key Employees and Officers Compensation Related Other
Hoosier Trust Company Hoosier Trust Company (Trustee) $21,398 $0 $0
Daniel Dumas (Advisor) $0 $0 $0
Robert Kaseman (Advisor) $0 $0 $0
Paul Sorrentino (Advisor) $0 $0 $0
Thomas Stockmal (Advisor) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$111,874
Expenses
$53,847
Net Income
$58,027
Net Assets
$1,840,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $29,693
26.5%
Program Services $0
Investment Income $49,175
44.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,006
29.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,616
38.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,840,632
Total Liabilities $0
Net Assets $1,840,632

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,552
Expenses
$58,630
Net Income
$51,922
Net Assets
$1,782,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,069
18.2%
Program Services $0
Investment Income $46,398
42.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,085
39.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,150
34.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,782,605
Total Liabilities $0
Net Assets $1,782,605

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$143,855
Expenses
$55,162
Net Income
$88,693
Net Assets
$1,730,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,204
13.3%
Program Services $0
Investment Income $42,187
29.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $82,445
57.3%
Net Inventory Sales $0
Other Revenue $19
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $26,562
48.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,730,683
Total Liabilities $0
Net Assets $1,730,683

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,435
Expenses
$57,239
Net Income
$29,196
Net Assets
$1,641,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,446
15.6%
Program Services $0
Investment Income $72,989
84.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,357
32.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,641,990
Total Liabilities $0
Net Assets $1,641,990
Compensation
Key Employees and Officers Compensation Related Other
Robert Molina (Advisor) $0 $0 $0
Terry Sims (Advisor) $0 $0 $0
Robert Kaseman (Advisor) $0 $0 $0
Ted Lang (Advisor) $0 $0 $0
Miichael Mc Gary (Advisor) $0 $0 $0
Terry Lanning (Advisor) $0 $0 $0
Barry K Bovee (Advisor) $0 $0 $0
Paul Sorrentino (Advisor) $0 $0 $0
Hoosier Trust Company (Trustee) $0 $0 $0
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Document Links

990
Filed on Dec. 8, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$100,558
Expenses
$55,225
Net Income
$45,333
Net Assets
$1,612,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,764
24.6%
Program Services $0
Investment Income $75,794
75.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,207
33.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,612,794
Total Liabilities $0
Net Assets $1,612,794
Compensation
Key Employees and Officers Compensation Related Other
Robert Kaseman (Advisor) $0 $0 $0
Robert Molina (Advisor) $0 $0 $0
Terry G Sims (Advisor) $0 $0 $0
Terry Lanning (Advisor) $0 $0 $0
Miichael Mc Gary (Advisor) $0 $0 $0
Ted Land (Advisor) $0 $0 $0
Barry K Bovee (Advisor) $0 $0 $0
Michael J Mcgary (Advisor) $0 $0 $0
Paul Sorrentino (Advisor) $0 $0 $0
Hoosier Trust Company (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 20, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,605
Expenses
$51,231
Net Income
$19,374
Net Assets
$1,567,461
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,233
25.8%
Program Services $0
Investment Income $51,992
73.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $380
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $13,549
26.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,567,461
Total Liabilities $0
Net Assets $1,567,461
Compensation
Key Employees and Officers Compensation Related Other
Robert Kaseman (Advisor) $0 $0 $0
Robert Molina (Advisor) $0 $0 $0
Terry G Sims (Advisor) $0 $0 $0
Terry Lanning (Advisor) $0 $0 $0
Miichael Mc Gary (Advisor) $0 $0 $0
Ted Land (Advisor) $0 $0 $0
Hoosier Trust Company (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 9, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,027
Expenses
$57,099
Net Income
$38,928
Net Assets
$1,548,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $41,980
43.7%
Program Services $0
Investment Income $53,797
56.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $250
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $12,633
22.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,548,087
Total Liabilities $0
Net Assets $1,548,087

Document Links

990
Filed on Jan. 8, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$74,118
Expenses
$81,923
Net Income
-$7,805
Net Assets
$1,510,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,854
33.5%
Program Services $0
Investment Income $51,156
69.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,892
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,088
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,510,359
Total Liabilities $0
Net Assets $1,510,359

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$117,705
Expenses
$62,116
Net Income
$55,589
Net Assets
$1,518,164
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,616
45.6%
Program Services $0
Investment Income $64,138
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$49
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,393
28.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,518,164
Total Liabilities $0
Net Assets $1,518,164

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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