Civic Intelligence

Lisette S Venier Charitable Foundation

990PF • Fiscal year 2023 • EIN 20-2813470

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 15, 2024

Organization Profile
19 Pond StMarblehead, MA 01945

(781) 639-3635

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$1,020,672

Flat from 2023

Net Assets

$1,020,672

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Flat

$39,136

Flat from 2023

Expenses

Flat

$4,151

Flat from 2023

Net Income

Flat

$34,985

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$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: $0Net Assets 2023: $1,020,6722023Assets 2023: $1,020,672Liabilities 2023: $12023Assets 2024: $1,129,237Liabilities 2024: $0Net Assets 2024: $1,129,2372024

Highlighted filing

2023

Assets$1,020,672
Liabilities$0
Net Assets$1,020,672
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this 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 2023: $39,136Expenses 2023: $4,151Net Income 2023: $34,9852023Revenue 2024: $109,031Expenses 2024: $466Net Income 2024: $108,5652024

Highlighted filing

2023

Revenue$39,136
Expenses$4,151
Net Income$34,985
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN A RONCHI DOD 031724Trustee-$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
Peter Jalbert
Title
CFO
Signed
2024-10-15
Discuss with paid preparer
Yes

Preparer

Firm
TaxPanacea Associates LLC
Address
87 State St 990, Montpelier, VT 05601-8035
Preparer
Margaret Atkins Munro
Phone
8028781055
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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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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
TaxesSchedule/TaxesDetail/Amt0239
TaxesSchedule/TaxesDetail/Amt123
TaxesSchedule/TaxesDetail/Amt226
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign taxes withheld - 1/23 - 8/23
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign taxes withheld - 12/22
TaxesSchedule/TaxesDetail/CategoryTxt2Foreign taxes withheld 9/23 - 11/23
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0239
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt123
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt226
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Jalbert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-15
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/PhoneNum08028781055
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Margaret Atkins Munro
ReturnHeader/ReturnTs02024-10-15T15:30:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,672
Liabilities
$0
Net assets
$1,020,672
Revenue
$39,136
Expenses
$4,151
Net income
$34,985
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
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.00$0.03
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