Civic Intelligence

The Lemon Foundation

990PF • Fiscal year 2019 • EIN 52-1176430

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

Organization Profile
PO Box 31112Alexandria, VA 22310

(703) 475-4027

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$10,588,188

Up $4,057,811 (+62%) from 2015

Net Assets

$10,587,688

No earlier filing loaded for comparison.

Liabilities

Down

$500

Down $5,000 (-91%) from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin97th percentile

Revenue

Up

$5,785,094

Up $5,395,240 (+1384%) from 2015

Expenses

Up

$498,653

Up $122,112 (+32%) from 2015

Net Income

Up

$5,286,441

Up $5,273,128 (+39609%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2011: $5,353,640Liabilities 2011: $02011Assets 2012: $6,255,624Liabilities 2012: $02012Assets 2013: $6,266,677Liabilities 2013: $02013Assets 2014: $6,511,564Liabilities 2014: $02014Assets 2015: $6,530,377Liabilities 2015: $5,5002015Assets 2019: $10,588,188Liabilities 2019: $500Net Assets 2019: $10,587,6882019Assets 2020: $14,041,056Liabilities 2020: $0Net Assets 2020: $14,041,0562020Assets 2021: $14,561,474Liabilities 2021: $2,000Net Assets 2021: $14,559,4742021Assets 2022: $14,663,519Liabilities 2022: $11,000Net Assets 2022: $02022Assets 2023: $14,888,459Liabilities 2023: $6,000Net Assets 2023: $14,882,4592023Assets 2024: $17,056,950Liabilities 2024: $50,000Net Assets 2024: $17,006,9502024

Highlighted filing

2019

Assets$10,588,188
Liabilities$500
Net Assets$10,587,688
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $146,000Expenses 2011: $223,264Net Income 2011: -$77,2642011Revenue 2012: $1,138,572Expenses 2012: $236,589Net Income 2012: $901,9832012Revenue 2013: $268,811Expenses 2013: $257,759Net Income 2013: $11,0522013Revenue 2014: $442,810Expenses 2014: $197,923Net Income 2014: $244,8872014Revenue 2015: $389,854Expenses 2015: $376,541Net Income 2015: $13,3132015Revenue 2019: $5,785,094Expenses 2019: $498,653Net Income 2019: $5,286,4412019Revenue 2020: $7,287,552Expenses 2020: $619,047Net Income 2020: $6,668,5052020Revenue 2021: $1,167,923Expenses 2021: $649,505Net Income 2021: $518,4182021Revenue 2022: $1,070,394Expenses 2022: $977,349Net Income 2022: $93,0452022Revenue 2023: $1,185,262Expenses 2023: $955,323Net Income 2023: $229,9392023Revenue 2024: $3,074,852Expenses 2024: $950,361Net Income 2024: $2,124,4912024

Highlighted filing

2019

Revenue$5,785,094
Expenses$498,653
Net Income$5,286,441
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LEMON JRPresident-$0--
ASHLEY LEMON SHAWVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Lemon Foundation
EIN
52-1176430
In Care Of
% JAMES H LEMON JR
Phone
7034754027
Address
PO BOX 31112, ALEXANDRIA, VA 22310

Signing Officer

Name
James H Lemon Jr
Title
President
Phone
7034754027
Signed
2020-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Alexander Rainold
Phone
7038930600
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES H LEMON JR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022310
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0482990
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/AppliedToCurrentYearAmt05255
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0481535
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0545440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0486790
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0540185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0481535
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES H LEMON JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 31112
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ALEXANDRIA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022310
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02616374
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0499869
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1498198
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21618307
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04,450 SHARES AMERICAN EXPRESS COMPANY COMMON STOCK (AXP)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc14,410 SHARES AMERICAN EXPRESS COMPANY COMMON STOCK (AXP)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc215,174 SHARES MARRIOTT VACATIONS WORLDWIDE CORPORATION COMMON STOCK (VAC)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-03-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-04-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-04-29
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04967
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04371
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04371
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02365922
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT ON CONTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DONATIONS IN TRANSIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0500
TaxesSchedule/TaxesDetail/Amt09200
TaxesSchedule/TaxesDetail/Amt12652
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR ESTIMATED TAX PMT
TaxesSchedule/TaxesDetail/CategoryTxt12018 BALANCE DUE
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H LEMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07034754027
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEMON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0521176430
ReturnHeader/Filer/InCareOfNm0% JAMES H LEMON JR
ReturnHeader/Filer/PhoneNum07034754027
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31112
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022310
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId045268A6121992B96A3A01EDBEA548402EA96C214
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0851CC2D8D9114FF560E643DF5D697A7CA71A9D6E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId054621820201355000026
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.109.171.151
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08401 GREENSBORO DRIVE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07038930600
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER RAINOLD
ReturnHeader/ReturnTs02020-05-14T15:46:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,588,188
Liabilities
$500
Net assets
$10,587,688
Revenue
$5,785,094
Expenses
$498,653
Net income
$5,286,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.1$0.05$17.0$3.07$0.95$2.12
2023Detailed filing. Detailed filing data is available for this year.$14.9$0.01$14.9$1.19$0.96$0.23
2022Detailed filing. Detailed filing data is available for this year.$14.7$0.01$0.00$1.07$0.98$0.09
2021Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.17$0.65$0.52
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$7.29$0.62$6.67
2019Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$5.79$0.50$5.29
2015Summary only. Only limited summary data is available for this year.$6.53$0.01$0.39$0.38$0.01
2014Summary only. Only limited summary data is available for this year.$6.51$0.00$0.44$0.20$0.24
2013Summary only. Only limited summary data is available for this year.$6.27$0.00$0.27$0.26$0.01
2012Summary only. Only limited summary data is available for this year.$6.26$0.00$1.14$0.24$0.90
2011Summary only. Only limited summary data is available for this year.$5.35$0.00$0.15$0.22$0.08