Civic Intelligence

Lionstone Foundation

990PF • Fiscal year 2022 • EIN 47-1372065

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
C/O Lionstone Wealth Services 745 FNew York, NY 10151

(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.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

96th percentile

358%

Higher net margin than 96% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Asset Growth

30th percentile

-9.1%

Faster asset growth than 30% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$992,457

Down $98,959 (-9.1%) from 2021

Net Assets

Down

$991,773

Down $99,429 (-9.1%) from 2021

Liabilities

Up

$684

Up $470 (+220%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Down

-$27,642

Down $197,721 (-116%) from 2021

Expenses

Up

$71,317

Up $57,720 (+425%) from 2021

Net Income

Down

-$98,959

Down $255,441 (-163%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2022

Assets$992,457
Liabilities$684
Net Assets$991,773
Open 2022 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

2022

Revenue-$27,642
Expenses$71,317
Net Income-$98,959
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LOWENSTEINPresidentPT$0--
JOSHUA LORIATreasurer-$0--
MAX KOVARSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNEW YORK UNIVERSITYEDUCATION509(a)1170(b)(1)(A)NEW YORK, NY, US$60,000
Filing and Contact Details

Filer

Filer Name
Lionstone Foundation
EIN
47-1372065
Phone
2122073136
Address
C/O LIONSTONE WEALTH SERVICES 745 F, NEW YORK, NY 10151

Signing Officer

Name
Lee Lowenstein
Title
President
Phone
2122073136
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
John T Ablamsky MBA CPA PFS
Address
63 Reid Avenue, Port Washington, NY 11050
Preparer
John T Ablamsky
Phone
5168834306
Raw XML Appendix331 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/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/AppliedToCurrentYearAmt056196
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt056196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06212
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062408
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06212
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt063808
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06212
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt063808
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0LEON LOWENSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O LIONSTONE WEALTH SERVICES 745 F
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010151
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt067500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0470
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELECOMMUNICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0294
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2244
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31362
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0294
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2245
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31362
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0588
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2489
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32724
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-95142
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-95142
TaxesSchedule/TaxesDetail/Amt03500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LOWENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122073136
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIONSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LION
ReturnHeader/Filer/EIN0471372065
ReturnHeader/Filer/PhoneNum02122073136
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O LIONSTONE WEALTH SERVICES 745 F
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010151
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833356218
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/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05168834306
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Ablamsky
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T14:40:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOWENSTEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$992,457
Liabilities
$684
Net assets
$991,773
Revenue
-$27,642
Expenses
$71,317
Net income
-$98,959
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