Civic Intelligence

The Lemon Foundation

990PF • Fiscal year 2020 • EIN 52-1176430

Jan 01, 2020 to Dec 31, 2020 • Filed on May 14, 2021

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

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$14,041,056

Up $3,452,868 (+33%) from 2019

Net Assets

Up

$14,041,056

Up $3,453,368 (+33%) from 2019

Liabilities

Down

$0

Down $500 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$7,287,552

Up $1,502,458 (+26%) from 2019

Expenses

Up

$619,047

Up $120,394 (+24%) from 2019

Net Income

Up

$6,668,505

Up $1,382,064 (+26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

2020

Assets$14,041,056
Liabilities$0
Net Assets$14,041,056
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

2020

Revenue$7,287,552
Expenses$619,047
Net Income$6,668,505
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay24th 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 Lemon Jr
Title
President
Phone
7038648599
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
8401 GREENSBORO DRIVE 800, MCLEAN, VA 22102
Preparer
Alexander Rainold
Phone
7038930600
Raw XML Appendix291 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES H LEMON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ASHLEY LEMON SHAW
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022310
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03530772
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02017524
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11513248
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015,773 SHS OF MARRIOTT INTERNATIONAL CORPORATION (MAR)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc111,474 SHS OF MARRIOTT INTERNATIONAL CORPORATION (MAR)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-12-03
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04371
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02791
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02791
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03215094
OtherDecreasesSchedule/OtherDecreasesDetail/Amt143
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FMV ADJUSTMENT ON CONTRIBUTION
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TIMING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. ADMIN. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt180
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/Amt154174
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR ESTIMATED TAX PMT
TaxesSchedule/TaxesDetail/CategoryTxt12019 BALANCE DUE
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LEMON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07038648599
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-14
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/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/PreparerPersonNm0ALEXANDER RAINOLD
ReturnHeader/ReturnTs02021-09-14T11:56:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEMON JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,041,056
Liabilities
$0
Net assets
$14,041,056
Revenue
$7,287,552
Expenses
$619,047
Net income
$6,668,505
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