Civic Intelligence

David E Retik and Christopher D Mello Charitable Foundation Inc

990PF • Fiscal year 2022 • EIN 04-3576803

Sep 01, 2021 to Aug 31, 2022 • Filed on Dec 21, 2022

Organization Profile
Nutter Mcclennen Fish Llp Pob 5Boston, MA 02205

(617) 262-7770

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

36th percentile

0.2%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$20,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

256%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,340,135

Up $1,643 (+0.1%) from 2021

Net Assets

Up

$2,339,087

Up $1,563 (+0.1%) from 2021

Liabilities

Up

$1,048

Up $80 (+8.3%) from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin36th percentile

Revenue

Up

$260,958

Up $187,632 (+256%) from 2021

Expenses

Up

$260,364

Up $285 (+0.1%) from 2021

Net Income

Up

$594

Up $187,347 (+100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

2022

Assets$2,340,135
Liabilities$1,048
Net Assets$2,339,087
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

2022

Revenue$260,958
Expenses$260,364
Net Income$594
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Dec 21, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE D'AGOSTINOExecutive DirectorPT$20,000-$20,000
EILEEN M TOTITreasurer/Director-$0--
EDWARD GATTA JRPresident/Director-$0--
SUSAN RETIKDirector-$0--
DOUG MELLODirector-$0--
ELLEN MELLODirector-$0--
DR ALAN RETIKDirector-$0--
KATHY FLAHERTYDirector-$0--
KAREN VOCIDirector-$0--
JOHANNA WISE SULLIVANClerk/Director-$0--
DR JAMES MANDELLDirector-$0--
BOB EMMERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
David E Retik and Christopher D Mello
EIN
04-3576803
Phone
6172627770
Address
NUTTER MCCLENNEN FISH LLP POB 5, BOSTON, MA 02205

Signing Officer

Name
Johanna Wise Sullivan
Title
Clerk/director
Phone
6172627770
Signed
2022-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Nutter Mcclennen & Fish Llp
Address
SEAPORT WEST 155 SEAPORT BLVD, BOSTON, MA 02210-2604
Phone
6174392503
Raw XML AppendixShowing 400 of 766 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc084.2320SHS CONESTOGA SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc157.9460SHS CONESTOGA SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc233.0720SHS CONESTOGA SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31557.1050SHS WCM FOCUSED INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4105.3930SHS WCM FOCUSED INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5349.5740SHS WCM FOCUSED INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6119SHS APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71480.7470SHS CONESTOGA SMALL CAP FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8285SHS FIDELITY NATL INFORMATION SVCS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91888.5740SHS WCM FOCUSED INTERNATIONAL GROWTH FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1075SHS EOG RESOURCES INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250000SHS AUTOZONE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9C/O NUTTER MCCLENNEN FISH LLP 155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10C/O NUTTER MCCLENNEN FISH LLP 155
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0SEAPORT BLVD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt3SEAPORT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt4SEAPORT BLVD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt9SEAPORT BLVD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt11SEAPORT BLVD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9MA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd11MA
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0236757
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,340,135
Liabilities
$1,048
Net assets
$2,339,087
Revenue
$260,958
Expenses
$260,364
Net income
$594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.34$0.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.29$0.30$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.28$0.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.26$0.26$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.07$0.26$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.52$0.04$0.25$0.20
2019Summary only. Only limited summary data is available for this year.$2.73$0.00$0.29$0.28$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.17$0.02$3.15$0.35$0.26$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.32$0.02$3.30$0.23$0.26$0.03
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.01$3.00$0.28$0.22$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.01$2.87$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.01$2.74$0.23