Civic Intelligence

The Lemmon Foundation

990PF • Fiscal year 2021 • EIN 95-4643623

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
44 Montgomery Street 1305San Francisco, CA 94104

(310) 804-7624

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

49%

Higher net margin than 83% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$51,702

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 19.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

10%

Faster asset growth than 58% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

179%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,983,396

Up $187,648 (+10%) from 2020

Net Assets

Up

$1,982,728

Up $187,614 (+10%) from 2020

Liabilities

Up

$668

Up $34 (+5.4%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin83rd percentile

Revenue

Up

$263,940

Up $169,344 (+179%) from 2020

Expenses

Up

$133,605

Up $4,990 (+3.9%) from 2020

Net Income

Up

$130,335

Up $164,354 (+483%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2021

Assets$1,983,396
Liabilities$668
Net Assets$1,982,728
Open 2021 Filing

Operations Trend

Revenue Growth90th 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

2021

Revenue$263,940
Expenses$133,605
Net Income$130,335
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Courtney N LemmonPresidentPT$29,000$22,702$51,702
Peter McCreaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lemmon Foundation
EIN
95-4643623
Phone
3108047624
Address
44 Montgomery Street 1305, San Francisco, CA 94104

Signing Officer

Name
Courtney N Lemmon
Title
President
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Antonio Tellez Jr
Phone
4159830200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JP Morgan Chase & Co, 180 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18US Bancorp, 435 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PPG Industries, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Visa Inc -Class A, 165 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Northern Trust Co, 175 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UnitedHealth Group, 60 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Marsh McLennan Inc, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Deere Co, 30 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Donaldson Co, 170 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Waters Corp, 35 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Cummins Inc, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Analog Devices Inc, 90 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Electronic Arts, 106 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Home Depot Inc, 45 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Lowes Co, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40McDonalds Corp, 50 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Moodys Corp, 55 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42T Rowe Price Group Inc, 85 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Conocophilips, 395 Sh
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Adobe Inc, 25 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Applied Materials, 79 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Factset Research Systems, 320 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Paypal Holdings, 51 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54Air Products Chemicals Inc, 40 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Aptar Group Inc, 100 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Eversource Energy, 200 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Te Connectivity Ltd, 105 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Boston Trust Walden, 2,542 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59Boston Trust Walden Small, 3,268 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Vanguard Esg International, 920 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Vanguard Intm Term, 8,629 Sh
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0256894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01442
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0269
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07122
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02684
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02684
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0126268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133605
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0263671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0263940
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt060268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06777
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt067605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0164295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0229498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0229498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0393793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0229498
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0130335
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt057279
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01982728
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01795114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01982728
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt088495
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt088495
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt088495
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092066
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03571
IRS990PF/DistributableAmountGrp/TotalTaxAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03571
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01983396
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0110599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0105555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0105555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01165596
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01477224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01477224
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01795114
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01982728
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0269207
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0187040
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0187040
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0634
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0668
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt063139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016952
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016952
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01983396
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01983396
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0668
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01795748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01983396
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01795114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01982728
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0187207
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0178348
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0178348
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01869357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt089262
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01780095
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028040
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092066
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01841317
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01869357
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt029000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt022702
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0126268
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0126268
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Other Revenue
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt044 Montgomery St Suite 1305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0San Francisco
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Courtney N Lemmon
IRS990PF/StatementsRegardingActyGrp/PhoneNum03108047624
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,983,396
Liabilities
$668
Net assets
$1,982,728
Revenue
$263,940
Expenses
$133,605
Net income
$130,335
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