Civic Intelligence

Lionstone Foundation

990PF • Fiscal year 2017 • EIN 47-1372065

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

Organization Profile
C/O Lionstone Wealth Services 152 WNew York, NY 10019

(212) 207-3136

Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.00x

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

99%

Higher net margin than 95% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T20 • <$500k nonprofits • Source year 2017

Asset Growth

84th percentile

44%

Faster asset growth than 84% of similar nonprofits.

2017 filings • NTEE T20 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$328,887

Up $101,042 (+44%) from 2016

Net Assets

Up

$328,887

Up $101,042 (+44%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin95th percentile

Revenue

Up

$101,869

Up $102,800 (+11042%) from 2016

Expenses

Down

$827

Down $6,350 (-88%) from 2016

Net Income

Up

$101,042

Up $109,150 (+1346%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $257,480Liabilities 2014: $02014Assets 2015: $235,953Liabilities 2015: $0Net Assets 2015: $235,9532015Assets 2016: $227,845Liabilities 2016: $0Net Assets 2016: $227,8452016Assets 2017: $328,887Liabilities 2017: $0Net Assets 2017: $328,8872017Assets 2018: $372,614Liabilities 2018: $213Net Assets 2018: $372,4012018Assets 2019: $881,575Liabilities 2019: $214Net Assets 2019: $881,3612019Assets 2020: $934,934Liabilities 2020: $214Net Assets 2020: $934,7202020Assets 2021: $1,091,416Liabilities 2021: $214Net Assets 2021: $1,091,2022021Assets 2022: $992,457Liabilities 2022: $684Net Assets 2022: $991,7732022Assets 2023: $1,005,648Liabilities 2023: $702Net Assets 2023: $1,004,9462023Assets 2024: $952,400Liabilities 2024: $764Net Assets 2024: $951,6362024

Highlighted filing

2017

Assets$328,887
Liabilities$0
Net Assets$328,887
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2014: $271,543Expenses 2014: $14,063Net Income 2014: $257,4802014Revenue 2015: $4,401Expenses 2015: $25,928Net Income 2015: -$21,5272015Revenue 2016: -$931Expenses 2016: $7,177Net Income 2016: -$8,1082016Revenue 2017: $101,869Expenses 2017: $827Net Income 2017: $101,0422017Revenue 2018: $79,665Expenses 2018: $36,151Net Income 2018: $43,5142018Revenue 2019: $560,341Expenses 2019: $51,381Net Income 2019: $508,9602019Revenue 2020: $59,431Expenses 2020: $6,072Net Income 2020: $53,3592020Revenue 2021: $170,079Expenses 2021: $13,597Net Income 2021: $156,4822021Revenue 2022: -$27,642Expenses 2022: $71,317Net Income 2022: -$98,9592022Revenue 2023: $78,871Expenses 2023: $65,679Net Income 2023: $13,1922023Revenue 2024: -$46,946Expenses 2024: $6,302Net Income 2024: -$53,2482024

Highlighted filing

2017

Revenue$101,869
Expenses$827
Net Income$101,042
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LOWENSTEINPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Lionstone Foundation
EIN
47-1372065
Phone
2122073136
Address
C/O LIONSTONE WEALTH SERVICES 152 W, NEW YORK, NY 10019

Signing Officer

Name
Lee Lowenstein
Title
President
Phone
2122073136
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
John T Ablamsky MBA CPA PFS
Address
63 Reid Avenue, Port Washington, NY 11050-3507
Preparer
John T Ablamsky
Phone
5168834306
Raw XML Appendix248 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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ReturnHeader/ReturnTs02018-08-15T10:48:26-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$328,887
Liabilities
$0
Net assets
$328,887
Revenue
$101,869
Expenses
$827
Net income
$101,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.01$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.00$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.17$0.01$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.06$0.01$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.56$0.05$0.51
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.10$0.00$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.27$0.01$0.26