Civic Intelligence

David E Retik and Christopher D Mello Charitable Foundation Inc

990PF • Fiscal year 2013 • EIN 04-3576803

Sep 01, 2012 to Aug 31, 2013 • Filed on Feb 28, 2014

1000 Winter St Ste 3500Boston, MA 02451
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

42nd percentile

$20,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,015,653

Up $134,778 (+4.7%) from 2012

Net Assets

Up

$3,001,138

Up $129,013 (+4.5%) from 2012

Liabilities

Up

$14,515

Up $5,765 (+66%) from 2012

Revenue

$276,454

No earlier filing loaded for comparison.

Expenses

Up

$217,900

Up $23,851 (+12%) from 2012

Net Income

$58,554

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,747,825Liabilities 2011: $11,993Net Assets 2011: $2,735,8322011Assets 2012: $2,880,875Liabilities 2012: $8,750Net Assets 2012: $2,872,1252012Assets 2013: $3,015,653Liabilities 2013: $14,515Net Assets 2013: $3,001,1382013Assets 2014: $3,317,862Liabilities 2014: $16,927Net Assets 2014: $3,300,9352014Assets 2015: $3,168,979Liabilities 2015: $15,616Net Assets 2015: $3,153,3632015Assets 2019: $2,727,568Liabilities 2019: $1,3912019Assets 2020: $2,525,245Liabilities 2020: $968Net Assets 2020: $2,524,2772020Assets 2021: $2,338,492Liabilities 2021: $968Net Assets 2021: $2,337,5242021Assets 2022: $2,340,135Liabilities 2022: $1,048Net Assets 2022: $2,339,0872022Assets 2023: $2,368,398Liabilities 2023: $1,040Net Assets 2023: $2,367,3582023Assets 2024: $2,362,952Liabilities 2024: $1,416Net Assets 2024: $2,361,5362024Assets 2025: $2,331,066Liabilities 2025: $0Net Assets 2025: $2,331,0662025

Highlighted filing

2013

Assets$3,015,653
Liabilities$14,515
Net Assets$3,001,138

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $230,5462011Expenses 2012: $194,0492012Revenue 2013: $276,454Expenses 2013: $217,900Net Income 2013: $58,5542013Revenue 2014: $226,622Expenses 2014: $255,100Net Income 2014: -$28,4782014Revenue 2015: $354,864Expenses 2015: $261,340Net Income 2015: $93,5242015Revenue 2019: $285,705Expenses 2019: $276,612Net Income 2019: $9,0932019Revenue 2020: $44,850Expenses 2020: $246,750Net Income 2020: -$201,9002020Revenue 2021: $73,326Expenses 2021: $260,079Net Income 2021: -$186,7532021Revenue 2022: $260,958Expenses 2022: $260,364Net Income 2022: $5942022Revenue 2023: $283,334Expenses 2023: $255,063Net Income 2023: $28,2712023Revenue 2024: $291,327Expenses 2024: $297,090Net Income 2024: -$5,7632024Revenue 2025: $335,237Expenses 2025: $365,700Net Income 2025: -$30,4632025

Highlighted filing

2013

Revenue$276,454
Expenses$217,900
Net Income$58,554
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Feb 28, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE D'AGOSTINOExecutive DirectorPT$20,000-$20,000
EILEEN M TOTITreasurer/Trustee-$0--
DIANE L CURRIERSecretary/Trustee-$0--
EDWARD GATTA JRPresident/Trustee-$0--
SUSAN RETIKTrustee-$0--
DOUG MELLOTrustee-$0--
ELLEN MELLOTrustee-$0--
DR ALAN RETIKTrustee-$0--
JOSEPHINE EMMERTTrustee-$0--
TIMOTHY L DIBBLETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRANCHES OF HOPE INCPROGRAM SUPPORTN/AWESTPORT, CT, US$18,000
Paid GrantREDLANDS CHRISTIAN MIGRANT ASSOCIATION INCPROGRAM SUPPORTN/AIMMOKALEE, FL, US$13,500
Paid GrantCHILD CARE RESOURCES OF INDIAN RIVER INCPROGRAM SUPPORTN/AVERO BEACH, FL, US$13,500
Paid GrantHORIZONS FOR HOMELESS CHILDRENPROGRAM SUPPORTN/AROXBURY, MA, US$13,000
Paid GrantYEAR UP INCPROGRAM SUPPORTN/ABOSTON, MA, US$12,500
Paid GrantTHE CHILDREN'S ROOMPROGRAM SUPPORTN/AARLINGTON, MA, US$10,000
Paid GrantSTUDENT RUN EMERGENCY HOUSING UNIT OF PHILADELPHIAPROGRAM SUPPORTN/AHAVERTOWN, PA, US$10,000
Paid GrantWESTCHESTER CHAPTER NATIONAL FOOTBALL FOUNDATION GOLDEN DOZEN SCHOLARSHIPPROGRAM SUPPORTN/ALARCHMONT, NY, US$7,000
Paid GrantBIG BROTHERS BIG SISTERS MASSACHUSETTS BAYPROGRAM SUPPORTN/ABOSTON, MA, US$6,000
Paid GrantRYE HIGH SCHOOL SCHOLARSHIPPROGRAM SUPPORTN/ARYE, NY, US$6,000
Paid GrantWESTON HIGH SCHOLARSHIP PROGRAMSCHOLARSHIP PROGRAMN/AWESTON, MA, US$5,000
Paid GrantCOLGATE UNIVERSITYSCHOLARSHIP PROGRAMN/AHAMILTON, NY, US$5,000
Paid GrantSUMMER SEARCH BOSTONPROGRAM SUPPORTN/AJAMAICA PLAIN, MA, US$5,000
Paid GrantNEEDHAM EDUCATIONAL COUNCILPROGRAM SUPPORTN/ANEEDHAM, MA, US$5,000
Paid GrantPINE STREET INNPROGRAM SUPPORTN/ABOSTON, MA, US$5,000
Paid GrantRYE YMCAPROGRAM SUPPORTN/ARYE, NY, US$5,000
Paid GrantPORT CHESTER CARVER CENTER INCPROGRAM SUPPORTN/APORT CHESTER, NY, US$5,000
Paid GrantBOYS AND GIRLS CLUB OF INDIAN RIVER COUNTYPROGRAM SUPPORTN/AVERO BEACH, FL, US$5,000
Paid GrantROXBURY WESTON PROGRAMSPROGRAM SUPPORTN/AWESTON, MA, US$2,500
Filing and Contact Details

Filer

EIN
04-3576803
Raw XML AppendixShowing 400 of 567 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EILEEN M TOTI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DIANE L CURRIER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2EDWARD GATTA JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3SUSAN RETIK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DOUG MELLO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5ELLEN MELLO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6JEANNE D'AGOSTINO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7DR ALAN RETIK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8JOSEPHINE EMMERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9TIMOTHY L DIBBLE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0THERE IS NO SPECIFIC APPLICATION PROCESS OR FORM. POTENTIAL GRANTEES MUST SEND A LETTER OF INTEREST.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientEmailAddress0[email protected]
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JEANNE D'AGOSTINO
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101000 WINTER ST SUITE 3500
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO RESTRICTIONS OR LIMITATIONS THOUGH THE FOCUS IS ON YOUTH DEVELOPMENT AND LEADERSHIP.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE HOWEVER GRANTS ARE AWARDED ANNUALLY IN THE SPRING
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7PROGRAM SUPPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11SCHOLARSHIP PROGRAM
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HORIZONS FOR HOMELESS CHILDREN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11YEAR UP INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13BIG BROTHERS BIG SISTERS MASSACHUSETTS BAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14RYE HIGH SCHOOL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15WESTCHESTER CHAPTER NATIONAL FOOTBALL FOUNDATION GOLDEN DOZEN SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16THE CHILDREN'S ROOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17STUDENT RUN EMERGENCY HOUSING UNIT OF PHILADELPHIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18BRANCHES OF HOPE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19CHILD CARE RESOURCES OF INDIAN RIVER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110WESTON HIGH SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111COLGATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112ROXBURY WESTON PROGRAMS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113SUMMER SEARCH BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114NEEDHAM EDUCATIONAL COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115PINE STREET INN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine116RYE YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine117PORT CHESTER CARVER CENTER INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine118BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101705 COLUMBUS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1193 SUMMER STREET 5TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12402 WEST MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1375 FEDERAL STREET 5TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141 PARSONS STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine154 POCCIA CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161210 MASSACHUSETTS AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17221 WESTWOOD PARK DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18335 POST ROAD WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine191801 24TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine110444 WELLESLEY STREET

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