Civic Intelligence

Thomas E Lemons Foundation

990T • Fiscal year 2021 • EIN 84-1478990

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

Organization Profile
215 S Monarch Street Suite 102Aspen, CO 81611

(310) 826-4474

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$4,127,872
Liabilities$0
Net Assets$4,127,872
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$353,383
Expenses$266,994
Net Income$86,389
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Thomas E Lemons Foundation
EIN
84-1478990
Phone
3108264474
Address
215 S MONARCH STREET SUITE 102, ASPEN, CO 81611

Signing Officer

Name
Thomas E Lemons
Title
Trustee
Phone
3108264474
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
11150 SANTA MONICA BLVD SUITE 600, LOS ANGELES, CA 90025
Preparer
Kimberly X Jin
Phone
3108264474
Raw XML Appendix121 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt01352
IRS1120ScheduleD/Form4797GainOrLossAmt01532
IRS1120ScheduleD/NetCapitalGainAmt01352
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01532
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-180
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-180
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-180
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0OVATION ALTERNATIVE INCOME FUND, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-180
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0183
IRS990T/BooksInCareOfDetail/PersonNm0BECKER BUSINESS SERVICES INC
IRS990T/BooksInCareOfDetail/PhoneNum09709201394
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 S MONARCH ST STE 102
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ASPEN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd081611
IRS990T/BookValueAssetsEOYAmt04008403
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt07327
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/CapitalGainNetIncomeAmt01352
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/NetOperatingLossDeductionAmt30
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/PrincipalBusinessActivityCd1523000
IRS990TScheduleA/PrincipalBusinessActivityCd2523000
IRS990TScheduleA/PrincipalBusinessActivityCd3523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
IRS990TScheduleA/SequenceTotalNum34
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionsAmt20
IRS990TScheduleA/TotalDeductionsAmt30
IRS990TScheduleA/TotalOrdinaryGainLossAmt055
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0463
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-4553
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01870
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-4553
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt20
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01870
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-4553
IRS990TScheduleA/TotUnrltTrdBusIncmAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmAmt30
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INVESTMENT - OVATION ALTERNATIVE INCOME FUND LP
IRS990TScheduleA/TradeOrBusinessDesc1PARTNERSHIP INVESTMENT - LIVE + LEARN URBAN FUND LLC
IRS990TScheduleA/TradeOrBusinessDesc2PARTNERSHIP INVESTMENT - PENDER CAPITAL ASSET BASED LENDING FUND I LP
IRS990TScheduleA/TradeOrBusinessDesc3PARTNERSHIP INVESTMENT - FREEDOM FINANCIAL DEBT FUND I LP
IRS990TScheduleA/UBIBeforeNOLDedAmt01870
IRS990TScheduleA/UBIBeforeNOLDedAmt1-4553
IRS990TScheduleA/UBIBeforeNOLDedAmt20
IRS990TScheduleA/UBIBeforeNOLDedAmt30
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01870
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-4553
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0183
IRS990T/TaxLessCreditsAmt0183
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0183
IRS990T/TotalTaxComputationAmt0183
IRS990T/TotalUBTIAmt0870
IRS990T/TotalUBTIBeforeNOLSpecificAmt01870
IRS990T/TotalUBTIBeforeSection199AAmt01870
IRS990T/TotalUBTIComputedAmt01870
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E LEMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03108264474
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS E LEMONS FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BECKER BUSINESS SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0841478990
ReturnHeader/Filer/PhoneNum03108264474
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 S MONARCH STREET SUITE 102
ReturnHeader/Filer/USAddress/CityNm0ASPEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011150 SANTA MONICA BLVD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090025
ReturnHeader/PreparerPersonGrp/PhoneNum03108264474
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY X JIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-15T19:29:26-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEMONS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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