Civic Intelligence

Lostand Foundation Inc C/O Jonathan Fp Rose

990PF • Fiscal year 2019 • EIN 13-3945705

Nov 01, 2018 to Oct 31, 2019 • Filed on Sep 14, 2020

Organization Profile
144 Main StreetCold Spring, NY 10516

(914) 232-1396

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.00x

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

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Net Margin

26th percentile

-36%

Higher net margin than 26% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2019 filings • NTEE T • $10M-$25M nonprofits • Source year 2019

Asset Growth

11th percentile

-5.8%

Faster asset growth than 11% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

-5.3%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$14,152,663

Down $878,882 (-5.8%) from 2018

Net Assets

Down

$14,152,663

Down $878,882 (-5.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin26th percentile

Revenue

Down

$1,675,444

Down $94,033 (-5.3%) from 2018

Expenses

Up

$2,277,806

Up $474,287 (+26%) from 2018

Net Income

Down

-$602,362

Down $568,320 (-1669%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,346,848Liabilities 2011: $02011Assets 2012: $15,517,804Liabilities 2012: $02012Assets 2013: $15,174,797Liabilities 2013: $02013Assets 2014: $12,994,040Liabilities 2014: $02014Assets 2015: $11,821,865Liabilities 2015: $0Net Assets 2015: $11,821,8652015Assets 2016: $9,976,319Liabilities 2016: $0Net Assets 2016: $9,976,3192016Assets 2017: $15,339,829Liabilities 2017: $0Net Assets 2017: $15,339,8292017Assets 2018: $15,031,545Liabilities 2018: $0Net Assets 2018: $15,031,5452018Assets 2019: $14,152,663Liabilities 2019: $0Net Assets 2019: $14,152,6632019Assets 2020: $13,392,998Liabilities 2020: $0Net Assets 2020: $13,392,9982020Assets 2021: $12,457,124Liabilities 2021: $0Net Assets 2021: $12,457,1242021Assets 2022: $10,419,621Liabilities 2022: $34,965Net Assets 2022: $10,384,6562022Assets 2023: $9,404,745Liabilities 2023: $42,429Net Assets 2023: $9,362,3162023Assets 2024: $7,619,818Liabilities 2024: $73,113Net Assets 2024: $7,546,7052024

Highlighted filing

2019

Assets$14,152,663
Liabilities$0
Net Assets$14,152,663
Open 2019 Filing

Operations Trend

Revenue Growth47th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $265,970Expenses 2011: $2,712,530Net Income 2011: -$2,446,5602011Revenue 2012: $5,452,534Expenses 2012: $2,281,578Net Income 2012: $3,170,9562012Revenue 2013: $1,949,538Expenses 2013: $2,292,516Net Income 2013: -$342,9782013Revenue 2014: $503,188Expenses 2014: $2,683,945Net Income 2014: -$2,180,7572014Revenue 2015: $751,675Expenses 2015: $1,922,149Net Income 2015: -$1,170,4742015Revenue 2016: $252,454Expenses 2016: $2,098,076Net Income 2016: -$1,845,6222016Revenue 2017: $6,968,370Expenses 2017: $1,603,490Net Income 2017: $5,364,8802017Revenue 2018: $1,769,477Expenses 2018: $1,803,519Net Income 2018: -$34,0422018Revenue 2019: $1,675,444Expenses 2019: $2,277,806Net Income 2019: -$602,3622019Revenue 2020: $2,083,089Expenses 2020: $2,856,942Net Income 2020: -$773,8532020Revenue 2021: $2,020,159Expenses 2021: $2,466,394Net Income 2021: -$446,2352021Revenue 2022: $1,374,874Expenses 2022: $3,226,435Net Income 2022: -$1,851,5612022Revenue 2023: $1,360,607Expenses 2023: $2,382,947Net Income 2023: -$1,022,3402023Revenue 2024: $542,692Expenses 2024: $2,038,184Net Income 2024: -$1,495,4922024

Highlighted filing

2019

Revenue$1,675,444
Expenses$2,277,806
Net Income-$602,362
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Sep 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN F P ROSEPresident-$0--
DIANA C ROSEVice President/Secretary-$0--
ARIEL FLORESTreasurer-$0--
RACHEL ROSEAssistant Treasurer-$0--
VIVIAN WEIXELDORFERAssistant Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Lostand Foundation
EIN
13-3945705
Phone
9142321396
Address
144 MAIN STREET, COLD SPRING, NY 10516

Signing Officer

Name
Jonathan Rose
Title
President
Phone
9142321396
Signed
2020-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman & Co Llp
Address
529 FIFTH AVENUE, NEW YORK, NY 10017-4683
Preparer
Joseph J Barreca
Phone
2126971000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm06 SHS BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17100 SHS SECOND SIGHT MED PRODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm270195 SHS PURETECH HEALTH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37126.41 SHS VANGUARD SHORT TERM COPR FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4147 BORG WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5148 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm670 GOODYEAR TIRE & RUBR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm840 HYATT HOTELS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9115 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10104 TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1148 YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12207 CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1334 COSTCO WHSL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1443 LAUDER ESTEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1570 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16139 SYSCO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1768 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1872 BANK NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1948 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20140 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2118 GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22197 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23157 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24215 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2538 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2628 ALLERGAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2750 BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28100 BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29125 BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3074 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3138 CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3286 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3320 MCKESSON HBOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34124 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35274 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36110 TAKEDA PHARMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3756 THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3850 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3968 NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4056 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4140 STANLEY BLACK & DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4229 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4312 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4412 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4531 BROADCOM LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46186 CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4752 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48294 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4960 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50130 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51112 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5244 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5338 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5498 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5580 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56129 T MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5743 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58104 PROLOGIS INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591563.79 ABERDEEN US SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm606186.11 INVESCO EUROPEAN GROWTH FUND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6875000 SHS PURETECH HEALTH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm694000 CITIZENS FINANCIAL GROUP PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702585 JP MORGAN CHASE & CO
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,152,663
Liabilities
$0
Net assets
$14,152,663
Revenue
$1,675,444
Expenses
$2,277,806
Net income
-$602,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.07$7.55$0.54$2.04$1.50
2023Detailed filing. Detailed filing data is available for this year.$9.40$0.04$9.36$1.36$2.38$1.02
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.03$10.4$1.37$3.23$1.85
2021Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$2.02$2.47$0.45
2020Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$2.08$2.86$0.77
2019Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.68$2.28$0.60
2018Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.77$1.80$0.03
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$6.97$1.60$5.36
2016Detailed filing. Detailed filing data is available for this year.$9.98$0.00$9.98$0.25$2.10$1.85
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.75$1.92$1.17
2014Summary only. Only limited summary data is available for this year.$13.0$0.00$0.50$2.68$2.18
2013Summary only. Only limited summary data is available for this year.$15.2$0.00$1.95$2.29$0.34
2012Summary only. Only limited summary data is available for this year.$15.5$0.00$5.45$2.28$3.17
2011Summary only. Only limited summary data is available for this year.$12.3$0.00$0.27$2.71$2.45