THE LEMON TREE TRUST

EIN: 861966166 501(c)(3) Human Services

DALLAS, TX

Total Revenue
$414,000
Total Expenses
$382,768
Total Assets
$37,674
Net Assets
$36,981
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
TX
Principal Officer
STEPHANIE HUNT
Phone
2149786559
Tax Period
2023-01-01 to 2023-12-31

THE LEMON TREE TRUST, founded in 2021, is a small nonprofit in the Human Services sector that reported $414K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $383K left a modest 8% surplus.

Mission

THE LEMON TREE TRUST'S (LTT) PURPOSE IS TO INSPIRE, SUPPORT AND COLLABORATE WITH PEOPLE WHO HAVE BEEN FORCIBLY DISPLACED TO CREATE COMMUNITY AND OPPORTUNITY THROUGH GARDENING.

Program Service Accomplishments

Program 1
Expenses: $174,915

THE ORGANIZATION'S ACTIVITIES ARE FOCUSED ON FOUR MAIN IMPACT AREAS: 1) IMPROVING MENTAL HEALTH AND WELL-BEING, 2) COMMUNITY BUILDING AND WOMEN'S EMPOWERMENT, 3) IMPROVING LOCAL ENVIRONMENTS, 4)...

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THE ORGANIZATION'S ACTIVITIES ARE FOCUSED ON FOUR MAIN IMPACT AREAS: 1) IMPROVING MENTAL HEALTH AND WELL-BEING, 2) COMMUNITY BUILDING AND WOMEN'S EMPOWERMENT, 3) IMPROVING LOCAL ENVIRONMENTS, 4) INDEPENDENT ACCESS TO FRESH FOOD. IT DOES THIS BY SUPPORTING PEOPLE TO BUILD HOME GARDENS, SUPPORTING COMMUNITIES TO BUILD COMMUNITY GARDENS (BOTH ORNAMENTAL AND PRODUCTIVE) AND SUPPORTING WOMEN-LED AGRICULTURE AND HORTICULTURE INITIATIVES AND SMALL BUSINESSES.

Program 2
Expenses: $171,614

THE LEMON TREE TRUST ALSO FUNDS EDUCATION/TRAINING FOR PEOPLE LIVING IN REFUGEE CAMPS. THIS TRAINING IS DELIVERED BY LEMON TREE TRUST CONTRACTORS AND COVERS, BUT IS NOT LIMITED TO, SEED SAVING, SEED...

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THE LEMON TREE TRUST ALSO FUNDS EDUCATION/TRAINING FOR PEOPLE LIVING IN REFUGEE CAMPS. THIS TRAINING IS DELIVERED BY LEMON TREE TRUST CONTRACTORS AND COVERS, BUT IS NOT LIMITED TO, SEED SAVING, SEED SOWING, SUSTAINABLE WATER USE AND STORAGE AND OTHER PROPAGATION TECHNIQUES. THE LEMON TREE TRUST ALSO PROVIDES EDUCATIONAL MATERIALS FOR CHILDREN AND FAMILIES, PRODUCED IN PARTNERSHIP WITH THE ROYAL HORTICULTURAL SOCIETY IN THE UNITED KINGDOM, WHICH ARE USED BY OUR TEAMS IN CAMPS AND CAN BE DOWNLOADED BY ANYONE FROM THE LEMON TREE TRUST WEBSITE. THE ORGANIZATION PRODUCES EDUCATION SHEETS IN ENGLISH, ARABIC AND FARSI.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $414,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $414,000

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $346,529
Other Expenses $382,768
TOTAL EXPENSES $382,768

Year-over-Year Comparison

2023 2022 Change
Revenue $414,000 $362,030 +0.1%
Expenses $382,768 $364,571 +0.0%
Net Income $31,232 $-2,541 -13.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE HUNT PRESIDENT/CEO/DIRECTOR 1.00
Officer Director
$0 $0 $0
HUNTER HUNT SENIOR VICE PRESIDENT/DIRECTOR 1.00
Officer Director
$0 $0 $0
DAVID HERNANDEZ SENIOR VICE PRESIDENT/DIRECTOR 1.00
Officer Director
$0 $0 $0
L CHRISTOPHER LANZILLOTTA VP/SECRETARY/ASSISTANT TREASURER 1.00
Officer
$0 $0 $0
GREG IMHOFF VP/TREASURER/ASSISTANT SECRETARY 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $414,000 $382,768 $37,674 $31,232
2022 $362,030 $364,571 $6,442 $-2,541
2021 $230,000 $221,710 $8,290 $8,290
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