Civic Intelligence

Lobkowicz Foundation

990PF • Fiscal year 2023 • EIN 82-3927240

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 03, 2024

Organization Profile
84 East Lake RoadTuxedo Park, NY 10987

(917) 837-4619

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.15x

Higher debt load relative to assets than 93% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

100th percentile

1778%

Higher net margin than 100% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

-0.6%

Faster asset growth than 59% of similar nonprofits.

2023 filings • NTEE T20 • <$500k 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 / Assets93rd percentile

Assets

Down

$33,055

Down $192 (-0.6%) from 2022

Net Assets

Down

$27,955

Down $2,792 (-9.1%) from 2022

Liabilities

Up

$5,100

Up $2,600 (+104%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$157

Down $157 from 2022

Expenses

Up

$2,635

Up $135 (+5.4%) from 2022

Net Income

Down

-$2,792

Down $292 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$60K$40K$20K$0Assets 2019: $42,985Liabilities 2019: $0Net Assets 2019: $42,9852019Assets 2020: $39,872Liabilities 2020: $0Net Assets 2020: $39,8722020Assets 2021: $33,247Liabilities 2021: $0Net Assets 2021: $33,2472021Assets 2022: $33,247Liabilities 2022: $2,500Net Assets 2022: $30,7472022Assets 2023: $33,055Liabilities 2023: $5,100Net Assets 2023: $27,9552023Assets 2024: $29,124Liabilities 2024: $2,452Net Assets 2024: $26,6722024

Highlighted filing

2023

Assets$33,055
Liabilities$5,100
Net Assets$27,955
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $0Expenses 2020: $3,113Net Income 2020: -$3,1132020Revenue 2021: $0Expenses 2021: $6,625Net Income 2021: -$6,6252021Revenue 2022: $0Expenses 2022: $2,500Net Income 2022: -$2,5002022Revenue 2023: -$157Expenses 2023: $2,635Net Income 2023: -$2,7922023Revenue 2024: $1,600Expenses 2024: $2,883Net Income 2024: -$1,2832024

Highlighted filing

2023

Revenue-$157
Expenses$2,635
Net Income-$2,792
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL MCDONNELL LOBKOWICZPresident/TreasurerPT$0--
PATRICIA MCDONNELLVice President/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Lobkowicz Foundation
EIN
82-3927240
Phone
9178374619
Address
84 EAST LAKE ROAD, TUXEDO PARK, NY 10987

Signing Officer

Name
Gail Mcdonnell Lobkowicz
Title
President
Phone
9178374619
Signed
2024-09-03
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Marks Paneth LLC
Address
4 MANHATTANVILLE ROAD SUITE 402, PURCHASE, NY 10577
Preparer
Michele Lazzara
Phone
9145249000
Raw XML Appendix290 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt01651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0651
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0264
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0264
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0915
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0EDWARD JONES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt035
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL MCDONNELL LOBKOWICZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09178374619
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOBKOWICZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOBK
ReturnHeader/Filer/EIN0823927240
ReturnHeader/Filer/PhoneNum09178374619
ReturnHeader/Filer/USAddress/AddressLine1Txt084 EAST LAKE ROAD
ReturnHeader/Filer/USAddress/CityNm0TUXEDO PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010987
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0873707167
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MARKS PANETH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 MANHATTANVILLE ROAD SUITE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09145249000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE LAZZARA
ReturnHeader/ReturnTs02024-09-16T13:15:56-05:00
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
$33,055
Liabilities
$5,100
Net assets
$27,955
Revenue
-$157
Expenses
$2,635
Net income
-$2,792
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.1$2.45$26.7$1.60$2.88$1.28
2023Detailed filing. Detailed filing data is available for this year.$33.1$5.10$28.0$0.16$2.64$2.79
2022Detailed filing. Detailed filing data is available for this year.$33.2$2.50$30.7$0.00$2.50$2.50
2021Detailed filing. Detailed filing data is available for this year.$33.2$0.00$33.2$0.00$6.63$6.63
2020Detailed filing. Detailed filing data is available for this year.$39.9$0.00$39.9$0.00$3.11$3.11
2019Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$0.00$0.00$0.00