Civic Intelligence

Lionstone Foundation

990PF • Fiscal year 2023 • EIN 47-1372065

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 19, 2024

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.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.01x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

62nd percentile

17%

Higher net margin than 62% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

60th percentile

1.3%

Faster asset growth than 60% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,005,648

Up $13,191 (+1.3%) from 2022

Net Assets

Up

$1,004,946

Up $13,173 (+1.3%) from 2022

Liabilities

Up

$702

Up $18 (+2.6%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin62nd percentile

Revenue

Up

$78,871

Up $106,513 (+385%) from 2022

Expenses

Down

$65,679

Down $5,638 (-7.9%) from 2022

Net Income

Up

$13,192

Up $112,151 (+113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$1,005,648
Liabilities$702
Net Assets$1,004,946
Open 2023 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

2023

Revenue$78,871
Expenses$65,679
Net Income$13,192
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE LOWENSTEINPresidentPT$0--
JOSHUA LORIATreasurer-$0--
MAX KOVARSecretary-$0--
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
2024-04-19
Discuss with paid preparer
Yes

Preparer

Firm
Ablamsky & Company CPAs
Address
54 Richards Road, Port Washington, NY 11050
Preparer
John T Ablamsky III
Phone
5162446074
Raw XML Appendix314 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/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt059301
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08251
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06212
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061340
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02039
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08251
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06212
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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/TotalContributionsAmt065000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt019
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELECOMMUNICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0321
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0321
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0642
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2537
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt013871
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013871
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEE LOWENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02122073136
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-19
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/BusinessNameLine1Txt0Ablamsky & Company CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt054 Richards Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011050
ReturnHeader/PreparerPersonGrp/PhoneNum05162446074
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Ablamsky III
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T10:21:02-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,005,648
Liabilities
$702
Net assets
$1,004,946
Revenue
$78,871
Expenses
$65,679
Net income
$13,192
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