Civic Intelligence

The Lemon Foundation

990PF • Fiscal year 2024 • EIN 52-1176430

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 08, 2025

Organization Profile
1700 N Moore St Ste 1005Arlington, VA 22209

(703) 475-4027

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.02x

Higher debt load relative to revenue than 27% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

159%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$17,056,950

Up $2,168,491 (+15%) from 2023

Net Assets

Up

$17,006,950

Up $2,124,491 (+14%) from 2023

Liabilities

Up

$50,000

Up $44,000 (+733%) from 2023

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin92nd percentile

Revenue

Up

$3,074,852

Up $1,889,590 (+159%) from 2023

Expenses

Down

$950,361

Down $4,962 (-0.5%) from 2023

Net Income

Up

$2,124,491

Up $1,894,552 (+824%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2024

Assets$17,056,950
Liabilities$50,000
Net Assets$17,006,950
Open 2024 Filing

Operations Trend

Revenue Growth91st 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

2024

Revenue$3,074,852
Expenses$950,361
Net Income$2,124,491
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 8, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

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

Filer

Filer Name
The Lemon Foundation
EIN
52-1176430
In Care Of
% ASHLEY LEMON SHAW
Phone
7034754027
Address
1700 N MOORE ST STE 1005, ARLINGTON, VA 22209

Signing Officer

Name
Ashley Shaw
Title
Vice President
Phone
7038648599
Signed
2025-09-08
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 Appendix293 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/UndistributedIncomeGrp/AppliedToYear1Amt0917226
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01081604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0924352
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01074478
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0917226
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES H LEMON JR IRA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01700 N MOORE ST STE 1005
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ARLINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd022209
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01000000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc016,231.131 SHARES WASHINGTON MUTUAL INVESTORS FUND-F2
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-07-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06455
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. ADMIN. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt080
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15709
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25709
TaxesSchedule/TaxesDetail/Amt016500
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FED EXTENSION PMT
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07038648599
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lemon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEMO
ReturnHeader/Filer/EIN0521176430
ReturnHeader/Filer/InCareOfNm0% ASHLEY LEMON SHAW
ReturnHeader/Filer/PhoneNum07034754027
ReturnHeader/Filer/USAddress/AddressLine1Txt01700 N MOORE ST STE 1005
ReturnHeader/Filer/USAddress/CityNm0ARLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022209
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/PreparationDt02025-09-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER E RAINOLD III
ReturnHeader/ReturnTs02025-09-11T08:14:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,056,950
Liabilities
$50,000
Net assets
$17,006,950
Revenue
$3,074,852
Expenses
$950,361
Net income
$2,124,491
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