Civic Intelligence

The Lemon Foundation

990PF • Fiscal year 2023 • EIN 52-1176430

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.01x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

40th percentile

1.5%

Faster asset growth than 40% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

11%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$14,888,459

Up $224,940 (+1.5%) from 2022

Net Assets

Up

$14,882,459

Up $14,882,459 from 2022

Liabilities

Down

$6,000

Down $5,000 (-45%) from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin73rd percentile

Revenue

Up

$1,185,262

Up $114,868 (+11%) from 2022

Expenses

Down

$955,323

Down $22,026 (-2.3%) from 2022

Net Income

Up

$229,939

Up $136,894 (+147%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$14,888,459
Liabilities$6,000
Net Assets$14,882,459
Open 2023 Filing

Operations Trend

Revenue Growth59th 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

2023

Revenue$1,185,262
Expenses$955,323
Net Income$229,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H LEMON JRPresident-$0--
ASHLEY LEMON SHAWVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDSEE ATTACHEDPCALEXANDRIA, VA, US$932,582
Filing and Contact Details

Filer

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

Signing Officer

Name
Ashley Shaw
Title
Vice President
Phone
7038648599
Signed
2024-05-09
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
Raw XML Appendix271 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. ADMIN. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1238
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1238
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt015000
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FED EXTENSION PMT
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07038648599
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lemon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0521176430
ReturnHeader/Filer/InCareOfNm0% ASHLEY LEMON SHAW
ReturnHeader/Filer/PhoneNum07034754027
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 31112
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022310
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER E RAINOLD III
ReturnHeader/ReturnTs02024-05-14T13:29:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ASHLEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAW
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

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

Open filing
Assets
$14,888,459
Liabilities
$6,000
Net assets
$14,882,459
Revenue
$1,185,262
Expenses
$955,323
Net income
$229,939
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