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David E Retik & Christopher D Mello Charitable Foundation Inc

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$283k (2023)

Expenses
$255k (2023)

Total Assets
$2.37M (2023)

Total Liabilities
$1.04k (2023)

Years with missing data
Source: Form 990 tax filings from 2012 to 2023

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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$283,334
Expenses
$255,063
Net Income
$28,271
Net Assets
$2,367,358
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $446
0.2%
Interest Revenue $10,282
3.6%
Dividends $86,303
30.5%
Sales of Assets $186,303
65.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $228,029
89.4%
Compensation of Officers* $20,000
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,368,398
Total Liabilities $1,040
Net Assets $2,367,358
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Director) $0 $0
Edward Gatta Jr (President/Director) $0 $0
Susan Retik (Director) $0 $0
Doug Mello (Director) $0 $0
Ellen Mello (Director) $0 $0
Dr Alan Retik (Director) $0 $0
Kathy Flaherty (Director) $0 $0
Karen Voci (Director) $0 $0
Johanna Wise Sullivan (Clerk/Director) $0 $0
Dr James Mandell (Director) $0 $0
Bob Emmert (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$260,958
Expenses
$260,364
Net Income
$594
Net Assets
$2,339,087
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $69,612
26.7%
Interest Revenue $650
0.2%
Dividends $65,080
24.9%
Sales of Assets $125,616
48.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $236,757
90.9%
Compensation of Officers* $20,000
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,340,135
Total Liabilities $1,048
Net Assets $2,339,087
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Director) $0 $0
Edward Gatta Jr (President/Director) $0 $0
Susan Retik (Director) $0 $0
Doug Mello (Director) $0 $0
Ellen Mello (Director) $0 $0
Dr Alan Retik (Director) $0 $0
Kathy Flaherty (Director) $0 $0
Karen Voci (Director) $0 $0
Johanna Wise Sullivan (Clerk/Director) $0 $0
Dr James Mandell (Director) $0 $0
Bob Emmert (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,326
Expenses
$260,079
Net Income
-$186,753
Net Assets
$2,337,524
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,082
5.6%
Interest Revenue $47
0.1%
Dividends $57,262
78.1%
Sales of Assets $11,935
16.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,358
86.6%
Compensation of Officers* $20,000
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,338,492
Total Liabilities $968
Net Assets $2,337,524
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Director) $0 $0
Edward Gatta Jr (President/Director) $0 $0
Susan Retik (Director) $0 $0
Doug Mello (Director) $0 $0
Ellen Mello (Director) $0 $0
Dr Alan Retik (Director) $0 $0
Kathy Flaherty (Director) $0 $0
Karen Voci (Director) $0 $0
Johanna Wise Sullivan (Clerk/Director) $0 $0
Dr James Mandell (Director) $0 $0
Bob Emmert (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,850
Expenses
$246,750
Net Income
-$201,900
Net Assets
$2,524,277
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $358
0.8%
Interest Revenue $4,589
10.2%
Dividends $77,316
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,009
87.9%
Compensation of Officers* $20,000
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,525,245
Total Liabilities $968
Net Assets $2,524,277
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Director) $0 $0
Edward Gatta Jr (President/Director) $0 $0
Susan Retik (Director) $0 $0
Doug Mello (Director) $0 $0
Ellen Mello (Director) $0 $0
Dr Alan Retik (Director) $0 $0
Kathy Flaherty (Director) $0 $0
Karen Voci (Director) $0 $0
Johanna Wise Sullivan (Clerk/Director) $0 $0
Dr James Mandell (Director) $0 $0
Bob Emmert (Director) $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,705
Expenses
$276,612
Net Income
$9,093
Net Assets
$2,726,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,260
0.4%
Interest Revenue $662
0.2%
Dividends $72,600
25.4%
Sales of Assets $208,482
73.0%
Other Income $2,701
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $245,312
88.7%
Compensation of Officers* $20,000
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,727,568
Total Liabilities $1,391
Net Assets $2,726,177

Document Links

Fiscal Year Ending Aug.
2018

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

Fiscal Year Ending Aug.
2017

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

Fiscal Year Ending Aug.
2016

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

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$354,864
Expenses
$261,340
Net Income
$93,524
Net Assets
$3,153,363
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $15,564
4.4%
Interest Revenue $26,164
7.4%
Dividends $41,833
11.8%
Sales of Assets $271,303
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $227,534
87.1%
Compensation of Officers* $20,000
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,168,979
Total Liabilities $15,616
Net Assets $3,153,363
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Trustee) $0 $0
Edward Gatta Jr (President/Trustee) $0 $0
Susan Retik (Trustee) $0 $0
Doug Mello (Trustee) $0 $0
Ellen Mello (Trustee) $0 $0
Dr Alan Retik (Trustee) $0 $0
Josephine Emmert (Trustee) $0 $0
Michael Bogdan (Trustee) $0 $0
Peter Ottmar (Trustee) $0 $0
Johanna Wise Sullivan (Clerk/Trustee) $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$226,622
Expenses
$255,100
Net Income
-$28,478
Net Assets
$3,300,935
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,970
9.3%
Interest Revenue $23,458
10.4%
Dividends $46,616
20.6%
Sales of Assets $135,578
59.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,532
81.4%
Compensation of Officers* $20,000
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,317,862
Total Liabilities $16,927
Net Assets $3,300,935
Compensation
Key Employees and Officers Compensation Other
Jeanne D'agostino (Executive Director) $20,000 $0
Eileen M Toti (Treasurer/Trustee) $0 $0
Diane L Currier (Clerk/Trustee(9/01/13 11/14/13)) $0 $0
Edward Gatta Jr (President/Trustee) $0 $0
Susan Retik (Trustee) $0 $0
Doug Mello (Trustee) $0 $0
Ellen Mello (Trustee) $0 $0
Dr Alan Retik (Trustee) $0 $0
Josephine Emmert (Trustee) $0 $0
Michael Bogdan (Trustee) $0 $0
Peter Ottmar (Trustee) $0 $0
Johanna Wise Sullivan (Clerk/Trustee(appointed 11/14/13)) $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,454
Expenses
$217,900
Net Income
$58,554
Net Assets
$3,001,138
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $13,770
5.0%
Interest Revenue $21,805
7.9%
Dividends $48,790
17.6%
Sales of Assets $192,089
69.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,075
85.9%
Compensation of Officers* $20,000
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,015,653
Total Liabilities $14,515
Net Assets $3,001,138

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$270,483
Expenses
$194,049
Net Income
$76,434
Net Assets
$2,872,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,925
13.3%
Program Services $0
Investment Income $82,300
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $152,258
56.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,000
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,880,875
Total Liabilities $8,750
Net Assets $2,872,125

Document Links

Fiscal Year Ending Aug.
2011

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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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

About 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.

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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 »

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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.
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  • 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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