Civic Intelligence

Lisette S Venier Charitable Foundation

EIN 20-2813470 • Marblehead, MA

19 Pond StMarblehead, MA 01945
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

179%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,129,237

Up $108,565 (+11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,129,237

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

Up

$109,031

Up $69,895 (+179%) from 2023

Expenses

Down

$466

Down $3,685 (-89%) from 2023

Net Income

Up

$108,565

Up $73,580 (+210%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $951,911Liabilities 2011: $47,1502011Assets 2012: $954,704Liabilities 2012: $14,5002012Assets 2013: $926,066Liabilities 2013: $47,0002013Assets 2014: $845,453Liabilities 2014: $02014Assets 2015: $815,950Liabilities 2015: $02015Assets 2019: $767,448Liabilities 2019: $02019Assets 2020: $783,144Liabilities 2020: $0Net Assets 2020: $783,1442020Assets 2021: $987,251Liabilities 2021: $0Net Assets 2021: $987,2512021Assets 2022: $985,687Liabilities 2022: $12022Assets 2023: $1,020,672Liabilities 2023: $12023Assets 2024: $1,129,237Liabilities 2024: $0Net Assets 2024: $1,129,2372024

Highlighted filing

2024

Assets$1,129,237
Liabilities$0
Net Assets$1,129,237
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $67,896Expenses 2011: $61,271Net Income 2011: $6,6252011Revenue 2012: $91,908Expenses 2012: $53,787Net Income 2012: $38,1212012Revenue 2013: $19,959Expenses 2013: $81,097Net Income 2013: -$61,1382013Revenue 2014: $47,749Expenses 2014: $81,362Net Income 2014: -$33,6132014Revenue 2015: $22,620Expenses 2015: $52,124Net Income 2015: -$29,5042015Revenue 2019: $43,054Expenses 2019: $73,020Net Income 2019: -$29,9662019Revenue 2020: $99,985Expenses 2020: $84,289Net Income 2020: $15,6962020Revenue 2021: $269,175Expenses 2021: $65,068Net Income 2021: $204,1072021Revenue 2022: $77,348Expenses 2022: $78,912Net Income 2022: -$1,5642022Revenue 2023: $39,136Expenses 2023: $4,151Net Income 2023: $34,9852023Revenue 2024: $109,031Expenses 2024: $466Net Income 2024: $108,5652024

Highlighted filing

2024

Revenue$109,031
Expenses$466
Net Income$108,565
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,129,237
Liabilities
$0
Net assets
$1,129,237
Revenue
$109,031
Expenses
$466
Net income
$108,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.11$0.00$0.11
2023Summary only. Only limited summary data is available for this year.$1.02$0.00$0.04$0.00$0.03
2022Summary only. Only limited summary data is available for this year.$0.99$0.00$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.27$0.07$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$0.77$0.00$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$0.82$0.00$0.02$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.05$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$0.93$0.05$0.02$0.08$0.06
2012Summary only. Only limited summary data is available for this year.$0.95$0.01$0.09$0.05$0.04
2011Summary only. Only limited summary data is available for this year.$0.95$0.05$0.07$0.06$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maria RonchiTrustee-$0--
Emilia RonchiTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lisette S Venier Charitable Foundation
EIN
20-2813470
Address
19 Pond St, Marblehead, MA 01945

Signing Officer

Name
Maria Ronchi
Title
Trustee
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
TaxPanacea Associates LLC
Address
87 State St 990, Montpelier, VT 05601-8035
Preparer
Margaret Atkins Munro
Phone
8028398406
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Somerville
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102143
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019 Pond St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marblehead
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001945
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Peter Jalbert
IRS990PF/StatementsRegardingActyGrp/PhoneNum07816393635
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084085
IRS990PF/UndistributedIncomeGrp/Taxable2Amt076176
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084085
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt076176
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES - CHARLES SCHWAB
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
TaxesSchedule/TaxesDetail/Amt0376
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0376
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maria Ronchi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISETTE S VENIER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LISE
ReturnHeader/Filer/EIN0202813470
ReturnHeader/Filer/USAddress/AddressLine1Txt019 Pond St
ReturnHeader/Filer/USAddress/CityNm0Marblehead
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001945
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453795828
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TaxPanacea Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt087 State St 990
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montpelier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0056018035
ReturnHeader/PreparerPersonGrp/PhoneNum08028398406
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Atkins Munro
ReturnHeader/ReturnTs02025-10-15T10:36:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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