Civic Intelligence

Thomas E Lemons Foundation C/O Becker Business Services

990PF • Fiscal year 2013 • EIN 84-1478990

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 17, 2014

Organization Profile
215 S Monarch Street Suite 10281611

(310) 826-4474

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

92%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$4,083,706

Up $394,671 (+11%) from 2012

Net Assets

$4,083,112

No earlier filing loaded for comparison.

Liabilities

Up

$594

Up $417 (+236%) from 2012

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$480,524

Up $229,755 (+92%) from 2012

Expenses

Down

$86,270

Down $21,492 (-20%) from 2012

Net Income

Up

$394,254

Up $251,247 (+176%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,546,216Liabilities 2011: $3652011Assets 2012: $3,689,035Liabilities 2012: $1772012Assets 2013: $4,083,706Liabilities 2013: $594Net Assets 2013: $4,083,1122013Assets 2014: $4,117,960Liabilities 2014: $251Net Assets 2014: $4,117,7092014Assets 2015: $3,812,030Liabilities 2015: $2,200Net Assets 2015: $3,809,8302015Assets 2016: $3,753,246Liabilities 2016: $2,231Net Assets 2016: $3,751,0152016Assets 2017: $3,903,163Liabilities 2017: $2,791Net Assets 2017: $3,900,3722017Assets 2018: $3,905,328Liabilities 2018: $4,274Net Assets 2018: $3,901,0542018Assets 2019: $3,883,325Liabilities 2019: $700Net Assets 2019: $3,882,6252019Assets 2020: $3,908,921Liabilities 2020: $1,483Net Assets 2020: $3,907,4382020Assets 2021: $4,012,671Liabilities 2021: $2,538Net Assets 2021: $4,010,1332021Assets 2023: $4,049,032Liabilities 2023: $7,549Net Assets 2023: $4,041,4832023Assets 2024: $4,127,872Liabilities 2024: $0Net Assets 2024: $4,127,8722024

Highlighted filing

2013

Assets$4,083,706
Liabilities$594
Net Assets$4,083,112
Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $590,952Expenses 2011: $94,607Net Income 2011: $496,3452011Revenue 2012: $250,769Expenses 2012: $107,762Net Income 2012: $143,0072012Revenue 2013: $480,524Expenses 2013: $86,270Net Income 2013: $394,2542013Revenue 2014: $146,460Expenses 2014: $111,863Net Income 2014: $34,5972014Revenue 2015: -$123,033Expenses 2015: $184,846Net Income 2015: -$307,8792015Revenue 2016: $175,335Expenses 2016: $234,150Net Income 2016: -$58,8152016Revenue 2017: $434,878Expenses 2017: $284,174Net Income 2017: $150,7042017Revenue 2018: $288,606Expenses 2018: $308,799Net Income 2018: -$20,1932018Revenue 2019: $216,728Expenses 2019: $259,138Net Income 2019: -$42,4102019Revenue 2020: $295,022Expenses 2020: $266,062Net Income 2020: $28,9602020Revenue 2021: $416,266Expenses 2021: $350,485Net Income 2021: $65,7812021Revenue 2023: $254,424Expenses 2023: $244,997Net Income 2023: $9,4272023Revenue 2024: $353,383Expenses 2024: $266,994Net Income 2024: $86,3892024

Highlighted filing

2013

Revenue$480,524
Expenses$86,270
Net Income$394,254
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 17, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E LEMONSTrusteePT$0--
Filing and Contact Details

Filer

EIN
84-1478990
Phone
3108264474

Signing Officer

Name
Tom Lemons
Title
Trustee
Phone
3108264474
Signed
2014-07-17
Discuss with paid preparer
Yes

Preparer

Preparer
Scott Burack
Phone
3108264474
Raw XML Appendix366 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ZESIGER CAPITAL GROUP - STATEMENT ATTACHED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SOCIAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10OUR HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MARSHALL DIRECT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12THE HUNGER PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13NATURE BRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101663 SAWTELLE BLVD SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11PO BOX 4477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine125 UNION SQUARE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1328 GEARY STREET SUITE 650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode090025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode181612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode210003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode394108
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032941
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0197383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0164442
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03779
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0251797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0164442
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087355
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028997
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03779
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032941
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0120131
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0284573
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10THOMAS E LEMONS CHARITABLE LEAD UNITRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10215 S MONARCH STREET SUITE 102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0ASPEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode081611
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CLASS ACTION SETTLEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0106
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0106
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt142066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ZESIGER CAPITAL GROUP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01644
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt142066
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt08475
TaxesSchedule/TaxesDetail/Amt11144
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAX & LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08475
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM LEMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108264474
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10THOMAS E LEMONS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0841478990
ReturnHeader/Filer/PhoneNum03108264474
ReturnHeader/Filer/USAddress/AddressLine10215 S MONARCH STREET SUITE 102
ReturnHeader/Filer/USAddress/City0ASPEN
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode081611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330835986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SQUAR MILNER PETERSON MIRANDA WILLIAMSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011111 SANTA MONICA BLVD SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108264474
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT BURACK
ReturnHeader/ReturnTs02014-08-12T19:19:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,083,706
Liabilities
$594
Net assets
$4,083,112
Revenue
$480,524
Expenses
$86,270
Net income
$394,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.35$0.27$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.05$0.01$4.04$0.25$0.24$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.42$0.35$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.30$0.27$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.22$0.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.90$0.29$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.43$0.28$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18$0.23$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.12$0.18$0.31
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.15$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.48$0.09$0.39
2012Summary only. Only limited summary data is available for this year.$3.69$0.00$0.25$0.11$0.14
2011Summary only. Only limited summary data is available for this year.$3.55$0.00$0.59$0.09$0.50