Civic Intelligence

Lionstone Foundation

990PF • Fiscal year 2019 • EIN 47-1372065

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

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

85th percentile

0.00x

Higher debt load relative to assets than 85% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

0.00x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

91%

Higher net margin than 92% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2019 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2019

Asset Growth

97th percentile

137%

Faster asset growth than 97% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

603%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$881,575

Up $508,961 (+137%) from 2018

Net Assets

Up

$881,361

Up $508,960 (+137%) from 2018

Liabilities

Up

$214

Up $1 (+0.5%) from 2018

Revenue

Up

$560,341

Up $480,676 (+603%) from 2018

Expenses

Up

$51,381

Up $15,230 (+42%) from 2018

Net Income

Up

$508,960

Up $465,446 (+1070%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$881,575
Liabilities$214
Net Assets$881,361

Operations Trend

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

2019

Revenue$560,341
Expenses$51,381
Net Income$508,960
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LOWENSTEINPresidentPT$0--
JOSHUA LORIATreasurer-$0--
LAURA MASONSecretary-$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
2020-06-24
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 Appendix378 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LIONSTONE WEALTH SERVICES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122073136
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LEE LOWENSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38676
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTRAL PARK CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RONALD MCDONALD HOUSE NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FRIENDS OF MSC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NYU LANGONE HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0509(a)1170(b)(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(a)1170(b)(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2509(a)1170(b)(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3509(a)1170(b)(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4509(a)1170(b)(1)(A)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014 EAST 60TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11275 YORK AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2405 EAST 73RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3154 WEST 93RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4430 E 34TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd410016
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt046176
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020668
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02725
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt037843
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026706
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08412
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02725
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047374
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026706
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037843
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011137
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEON LOWENSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01085 PARK AVENUE APT 10-C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010128
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ARNOLD & PORTER LLP LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0316
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0316
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DELAWARE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELECOMMUNICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt186
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt187
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt424
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1173
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt449
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIONSTONE GLOBAL SPECIAL SITUATION FUND,LP-FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt060341
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt060341
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LOWENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122073136
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIONSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0471372065
ReturnHeader/Filer/PhoneNum02122073136
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O LIONSTONE WEALTH SERVICES 152 W
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John T Ablamsky MBA CPA PFS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt063 Reid Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0110503507
ReturnHeader/PreparerPersonGrp/PhoneNum05168834306
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Ablamsky
ReturnHeader/ReturnTs02020-08-16T12:33:53-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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