Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2018 • EIN 95-4643623

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
44 Montgomery StreetSan Francisco, CA 94104

(310) 804-7624

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$40,995

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

18th percentile

-6.8%

Faster asset growth than 18% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,526,321

Down $111,196 (-6.8%) from 2017

Net Assets

Down

$1,525,684

Down $111,147 (-6.8%) from 2017

Liabilities

Down

$637

Down $49 (-7.1%) from 2017

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin82nd percentile

Revenue

Up

$133,206

Up $25,593 (+24%) from 2017

Expenses

Down

$91,983

Down $2,452 (-2.6%) from 2017

Net Income

Up

$41,223

Up $28,045 (+213%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,273,706Liabilities 2011: $02011Assets 2012: $1,314,872Liabilities 2012: $02012Assets 2013: $1,478,838Liabilities 2013: $6902013Assets 2014: $1,527,973Liabilities 2014: $689Net Assets 2014: $1,527,2842014Assets 2015: $1,435,143Liabilities 2015: $686Net Assets 2015: $1,434,4572015Assets 2016: $1,498,664Liabilities 2016: $686Net Assets 2016: $1,497,9782016Assets 2017: $1,637,517Liabilities 2017: $686Net Assets 2017: $1,636,8312017Assets 2018: $1,526,321Liabilities 2018: $637Net Assets 2018: $1,525,6842018Assets 2019: $1,745,808Liabilities 2019: $635Net Assets 2019: $1,745,1732019Assets 2020: $1,795,748Liabilities 2020: $634Net Assets 2020: $1,795,1142020Assets 2021: $1,983,396Liabilities 2021: $668Net Assets 2021: $1,982,7282021Assets 2022: $1,629,211Liabilities 2022: $664Net Assets 2022: $1,628,5472022Assets 2023: $1,675,381Liabilities 2023: $796Net Assets 2023: $1,674,5852023Assets 2024: $1,604,329Liabilities 2024: $806Net Assets 2024: $1,603,5232024

Highlighted filing

2018

Assets$1,526,321
Liabilities$637
Net Assets$1,525,684
Open 2018 Filing

Operations Trend

Revenue Growth76th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $51,054Expenses 2011: $68,532Net Income 2011: -$17,4782011Revenue 2012: $47,422Expenses 2012: $76,014Net Income 2012: -$28,5922012Revenue 2013: $62,483Expenses 2013: $83,279Net Income 2013: -$20,7962013Revenue 2014: $110,303Expenses 2014: $85,031Net Income 2014: $25,2722014Revenue 2015: $110,027Expenses 2015: $96,538Net Income 2015: $13,4892015Revenue 2016: $76,547Expenses 2016: $76,703Net Income 2016: -$1562016Revenue 2017: $107,613Expenses 2017: $94,435Net Income 2017: $13,1782017Revenue 2018: $133,206Expenses 2018: $91,983Net Income 2018: $41,2232018Revenue 2019: $94,971Expenses 2019: $137,441Net Income 2019: -$42,4702019Revenue 2020: $94,596Expenses 2020: $128,615Net Income 2020: -$34,0192020Revenue 2021: $263,940Expenses 2021: $133,605Net Income 2021: $130,3352021Revenue 2022: $119,796Expenses 2022: $117,800Net Income 2022: $1,9962022Revenue 2023: $36,015Expenses 2023: $170,728Net Income 2023: -$134,7132023Revenue 2024: $192,795Expenses 2024: $203,760Net Income 2024: -$10,9652024

Highlighted filing

2018

Revenue$133,206
Expenses$91,983
Net Income$41,223
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000$11,995$40,995
Peter McCreaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lemmon Foundation
EIN
95-4643623
Phone
3108047624
Address
44 Montgomery Street, San Francisco, CA 94104

Signing Officer

Name
Courtney N Lemmon
Title
President
Signed
2019-05-15
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP Morgan Chase & Co, 195 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PNC Financial Svcs Group,150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2State Street Corp, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Colgate-Palmolive Co, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Costco Wholesale Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Pepsico Inc, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Nike Inc - B, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Omnicom Group Inc, 195 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Ross Stores Inc, 175 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Emerson Electric Co, 210 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Illinois Tool Works Inc, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11United Parcel Service Inc-B, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123M Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AptarGroup Inc, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Accenture PLC Ireland, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Cisco Systems Inc, 270 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Microsoft Corp, 400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Oracle Corp, 425 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Becton, Dickinson and Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Johnson & Johnson, 185 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Medtronic Inc, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Stryker Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Waters Corp, 60 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Apache Corp, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ConocoPhillips, 300 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Automatic Data Processing Inc, 145 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Mettler-Toledo International Inc, 15 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Apple Inc, 235 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Praxair Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29American Express Co, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30General Mills Inc 190 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Union Pacific Corp 155 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32US Bancorp 475 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PPG Industries, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Visa Inc -Class A, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Alphabet Inc CL-C, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Alphabet Inc/CA CL-A, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37AT&T, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Church & Dwight Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Cognizant Technology, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Comcast Corp-A, 600 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Dollar Gen Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Hubbell Inc-B, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Merck & Co Inc., 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SunTrust Bks Inc, 250 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45Autozone Inc, 10 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Starbucks Corp, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Hershey Co, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BBT Corp, 220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Discover Financial Svc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Northern Trust Co, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UnitedHealth Group, 110 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Chubb Ltd, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Priceline Com Inc, 1,737.74 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Lauder Estee Cos Inc, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Marsh McLennan Inc, 130 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Dentsply Sirona Inc, 160 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Schein Henry Inc, 150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Danaher Corp, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Te Connectivity Ltd, 120 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Booking Holdings Inc, 6 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Clorox Co, 85 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Deere Co, 70 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Donaldson Co, 205 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Linde PLC, 100 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Walden Small Cap, 3,038.506 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Walden International Eq, 2,433.007 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Inflation Prot, 3,259.052 Sh
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01276
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0122953
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01152346
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0155960
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0637
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt045375
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt075709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt075709
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01526321
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0637
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01637517
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01526321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01636831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01525684
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01636831
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01525684
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0235697
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0258768
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0258768
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt078447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01551209
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024445
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080261
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01605211
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt011995
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Courtney N Lemmon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Peter McCrea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt044 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt144 Montgomery St Suite 1305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt085667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt085901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt067154
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05616
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01605211
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01529568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01431696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01451541
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.262865
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt084629
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085905
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01276
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085905
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,526,321
Liabilities
$637
Net assets
$1,525,684
Revenue
$133,206
Expenses
$91,983
Net income
$41,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.20$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.67$0.04$0.17$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.12$0.12$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26$0.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.09$0.14$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.43$0.11$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.11$0.09$0.03
2013Summary only. Only limited summary data is available for this year.$1.48$0.00$0.06$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.07$0.02