Civic Intelligence

The Lemon Foundation

990PF • Fiscal year 2021 • EIN 52-1176430

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

79th percentile

44%

Higher net margin than 79% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

35th percentile

3.7%

Faster asset growth than 35% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$14,561,474

Up $520,418 (+3.7%) from 2020

Net Assets

Up

$14,559,474

Up $518,418 (+3.7%) from 2020

Liabilities

Up

$2,000

Up $2,000 from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin79th percentile

Revenue

Down

$1,167,923

Down $6,119,629 (-84%) from 2020

Expenses

Up

$649,505

Up $30,458 (+4.9%) from 2020

Net Income

Down

$518,418

Down $6,150,087 (-92%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$14,561,474
Liabilities$2,000
Net Assets$14,559,474
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$1,167,923
Expenses$649,505
Net Income$518,418
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
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
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Harbor Investment Advisory LLC
Address
2330 WEST JOPPA ROAD STE 160, LUTHERVILLE, MD 21093
Preparer
Alexander E Rainold Iii
Phone
4106598900
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ASHLEY LEMON SHAW
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04248
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04248
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. ADMIN. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1363
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1363
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt045000
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FED EXTENSION PMT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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/SignatureDt02022-11-15
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/BusinessNameLine1Txt0HARBOR INVESTMENT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02330 WEST JOPPA ROAD STE 160
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LUTHERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021093
ReturnHeader/PreparerPersonGrp/PhoneNum04106598900
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER E RAINOLD III
ReturnHeader/ReturnTs02022-11-15T21:28:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEMON JR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,561,474
Liabilities
$2,000
Net assets
$14,559,474
Revenue
$1,167,923
Expenses
$649,505
Net income
$518,418
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