2026-02-05T12:40:34-06:00 2025-06-30 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990 2024-07-01 561572087 FRANKIE LEMMON FOUNDATION INC FRAN 9198458880 3101 POPLARWOOD COURT SUITE 100 RALEIGH NC 27604 MARSHA HARGETTE EXECUTIVE DIRECTOR 9198458880 2026-02-02 1 1 DEETRA B WATSON P00534544 9199428700 2024 2025-03-06 01:10:19Z MARSHA HARGETTE 3101 POPLARWOOD CT SUITE 100 RALEIGH NC 27604 9706827 0 X WWW.FRANKIELEMMONSCHOOL.ORG X 1987 NC FUNDRAISING TO SUPPORT THE FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER AND LEMMON TREE ACADEMY OPERATIONS. 21 21 10 50 0 0 4106276 5417726 0 0 226361 436648 -365685 -76781 3966952 5777593 2470000 2576000 0 0 762022 841345 0 0 635018 420075 435848 3652097 3853193 314855 1924400 8617117 10538293 386702 254897 8230415 10283396 X THE FRANKIE LEMMON FOUNDATION WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE FRANKIE LEMMON SCHOOL AND DEVELOPMENTAL CENTER AND LEMMON TREE ACADEMY. ONLY A PORTION OF THE SCHOOL'S TOTAL OPERATING COSTS ARE COVERED BY STATE FUNDING THROUGH THE WAKE COUNTY PUBLIC SCHOOL SYSTEM. THE FRANKIE LEMMON FOUNDATION, THROUGH ITS FUNDRAISING EFFORTS, PROVIDES MOST OF THE FUNDS NEEDED TO SUPPORT THE SCHOOLS. THE FOUNDATION IS THE ORGANIZER OF THE TRIANGLE WINE & FOOD EXPERIENCE, ONE OF THE AREA'S MOST SUCCESSFUL FUNDRAISING EVENTS. THE SUCCESS OF THIS EVENT HAS BEEN THE CATALYST FOR LAYING THE GROUNDWORK TO INCREASE THE NUMBER OF CHILDREN SERVED BY THE FRANKIE LEMMON SCHOOL AND DEVELOPMENTAL CENTER AND LEMMON TREE ACADEMY. THE SCHOOLS ALSO SERVE TYPICALLY DEVELOPING CHILDREN WHO PAY TUITION TO ATTEND. 1 0 2646244 2576000 THROUGH FUNDRAISING EVENTS AND ANNUAL CAMPAIGN CONTRIBUTIONS, THE FOUNDATION'S MISSION IS TO SUPPORT THE FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER AND LEMMON TREE ACADEMY. THE SCHOOLS PROVIDE EDUCATION FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES AND DELAYS IN AN INCLUSIVE SETTING. THE SCHOOLS HAVE THE CAPACITY TO SERVE UP TO 100 CHILDREN. DURING THE CURRENT FISCAL YEAR, THE NUMBER OF CHILDREN ENROLLED REQUIRING ADDITIONAL ATTENTION DUE TO THEIR COMPLEX MEDICAL AND DEVELOPMENTAL ISSUES INCREASED RESULTING IN A REDUCTION IN THE TOTAL STUDENTS ADMITTED DURING THE FISCAL YEAR. ALTHOUGH THE MAJORITY OF CHILDREN SERVED HAVE SPECIAL NEEDS, THE SCHOOLS DO SERVE DEVELOPING CHILDREN AS WELL. SERVICES PROVIDED INCLUDE SPEECH AND LANGUAGE THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND VISION AND HEARING SERVICES, WHICH ARE CUSTOMIZED FOR EACH CHILD. 2646244 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 53 0 1 10 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 1 1 0 NC X X PETER EKENSTIERNA 9198458880 3101 POPLARWOOD CT SUITE 100 RALEIGH NC 27604 ALAN HUGHES BOARD CHAIR 0.50 0.50 X X 0 0 0 MARTHA DERBYSHIRE VICE CHAIR 0.50 0.50 X X 0 0 0 TREY BAILEY SECRETARY 0.50 0.50 X X 0 0 0 MEREDITH KEYES TREASURER/ FINANCE COMMITT 0.50 0.50 X X 0 0 0 MATT ARNOLD BOARD MEMBER 0.50 0.50 X 0 0 0 AMY BRITT BOARD MEMBER 0.50 0.50 X 0 0 0 ANGIE BUCHANAN BOARD MEMBER 0.50 0.50 X 0 0 0 ETTA BUCKMAN BOARD MEMBER 0.50 0.50 X 0 0 0 DAVID CARRIER BOARD MEMBER 0.50 0.50 X 0 0 0 ADAM DERBYSHIRE BOARD MEMBER 0.50 0.50 X 0 0 0 BARRY GARDNER BOARD MEMBER 0.50 0.50 X 0 0 0 PAUL HART BOARD MEMBER 0.50 0.50 X 0 0 0 EMILY HODGES BOARD MEMBER 0.50 0.50 X 0 0 0 MIKE NICHOLS BOARD MEMBER 0.50 0.50 X 0 0 0 JOE PATTERSON BOARD MEMBER 0.50 0.50 X 0 0 0 LEE PRYOR BOARD MEMBER 0.50 0.50 X 0 0 0 DR LILY ROGERS HARRIS BOARD MEMBER 0.50 0.50 X 0 0 0 JUDGE VINCE ROZIER BOARD MEMBER 0.50 0.50 X 0 0 0 MICHAEL THOMAS BOARD MEMBER 0.50 0.50 X 0 0 0 DOUG WARF BOARD MEMBER 0.50 0.50 X 0 0 0 PAUL WARREN BOARD MEMBER 0.50 0.50 X 0 0 0 MARSHA HARGETTE EXECUTIVE DIRECTOR 30.00 10.00 X 167824 0 7467 PETE EKENSTIERNA FINANGE MANAGER 30.00 10.00 X 92677 0 3820 260501 0 11287 1 0 1 0 CAPITAL PRODUCTION GROUP LLC 151 SIGMA DRIVE GARNER NC 27529 EVENT PLANNING 112208 1 2470716 2947010 419117 5417726 239920 239920 3322331 3125603 196728 196728 196728 690749 2470716 803631 -112882 -112882 36101 0 36101 36101 5777593 0 0 359867 2576000 2576000 287105 22042 116180 148883 429349 32963 173740 222646 12932 993 5233 6706 59230 4547 23967 30716 52729 4048 21337 27344 55943 55943 99053 89949 9104 48143 3583 20360 24200 121303 48521 72782 3710 3710 8073 3229 4844 4542 1817 2725 8907 684 3604 4619 BANK FEES 68158 761 67397 TRAINING 14591 1121 5904 7566 MISCELLANEOUS 3425 263 1386 1776 3853193 2646244 571931 635018 680 680 1621158 3578736 148816 172975 139966 182798 30878 52437 1663 1663 33566 25631 12477 7935 6237810 6204445 92848 96483 330821 240141 8617117 10538293 48418 7016 338284 247881 386702 254897 X 7118249 7234230 1112166 3049166 8230415 10283396 8617117 10538293 1924400 128581 0 X X 0 1 X 1 0 X X 2 FRANKIE LEMMON SCHOOL & DEVELOPMENT CENTER INC 560931467 2 1 2470000 0 LEMMON TREE ACADEMY 990951859 2 0 106000 0 2 2576000 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 2: THE ORGANZIATION IS IN THE PROCESS OF AMENDING THEIR BY-LAWS TO INCLUDE THE NEW SCHOOL OF FRANKIE LEMMON WHICH IS THE LEMMON TREE ACADEMY. PART I, LINE 12G, COLUMN IV: THE ORGANIZATION IS IN THE PROCESS OF AMENDING THEIR BY-LAWS TO INCLUDE THE NEW SCHOOL OF FRANKIE LEMMON WHICH IS THE LEMMON TREE ACADEMY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13824 13824 13824 13824 13824 13824 13824 13824 13824 13824 1.00000 0 0 18591 14253 4338 14975 11378 3597 7935 OPERATING LEASE LIABILITY 247881 247881 5850231 128581 128581 5721650 55943 55943 5777593 3797250 0 3797250 55943 55943 3853193 PART V, LINE 4 ENDOWMENT FUNDS ARE MAINTAINED IN INVESTMENTS FOR THE PURPOSES OF STUDENT ACTIVITES. TRIANGLE WINE AND FOOD EXPERIENCE 2829626 2138877 690749 177070 514525 GOLF TOURNAMENT 99700 99700 13122 1097 6 232139 232139 9402 88415 3161465 2470716 690749 9402 13122 177070 604037 803631 -112882 36101 0 36101 36101 NC 1 0 1 0 1.00000 PETER EKENSTEIRNA 3101 POPLARWOOD CT SUITE 100 RALEIGH NC 27604 0 0 PART III THE FOUNDATION CONDUCTS RAFFLES WHEREBY PEOPLE ARE ABLE TO PURCHASE TICKETS TO WIN WINE THAT WAS DONATED TO THE ORGANIZATION. THESE FUNDS ARE USED TO SUPPORT FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER, INC. 1 FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER 3311 CARL SANDBURG CT RALEIGH NC 27610 560931467 501(C)(3) 2470000 0 TO FUND THE OPERATION OF THE SCHOOL. LEMMON TREE ACADEMY 3101 POPLARWOOD COURT RALEIGH NC 27604 990951859 106000 0 TO FUND THE OPERATION OF THE SCHOOL. 1 1 PART I, LINE 2: THE FRANKIE LEMMON FOUNDATION HAS THE SAME BOARD OF DIRECTORS AS THE FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER AND LEMMON TREE ACADEMY. THE BOARD APPROVES BOTH THE FOUNDATION'S BUDGET AND THE SCHOOL BUDGETS. THE ANNUAL TRANSFER FROM THE FOUNDATION TO THE SCHOOLS ARE BASED ON THE DEFICIT THE SCHOOLS HAVE BEFORE THE TRANSFER. OTHER THAN THE MONIES GRANTED FROM THE FOUNDATION TO THE SCHOOL, THERE IS NO ONGOING MONITORING OF GRANTS/CONTRIBUTIONS MADE TO OTHER ORGANIZATIONS. 0 0 0 0 0 0 0 0 0 MARSHA HARGETTE EXECUTIVE DIRECTOR 167824 0 0 0 0 0 5205 0 2262 0 175291 0 0 0 X 37 397551 FMV X MISC ITEMS FOR AUCTION 1 21559 FMV 0 0 1 PART I, LINE 32B: DONATIONS OF SECURITIES. THE ORGANIZATION HAS AN INVESTMENT ACCOUNT WITH SCHWAB, WHO PROCESSES STOCK DONATIONS. FORM 990, PART III, LINE 2 FRANKIE LEMMON HAS BEGUN A PILOT PROGRAM CALLED THE LEMMON TREE ACADEMY. IT IS A CONTINUATION OF EDUCATION FOR CHILDREN INTO GRADE LEVEL CLASSES. FORM 990, PART VI, SECTION A, LINE 2 MARTHA AND ADAM DERBYSHIRE ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD TREASURER AND EXECUTIVE DIRECTOR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12 ALTHOUGH THE ORGANIZATION DOES NOT CONSISTENTLY MONITOR POTENTIAL CONFLICTS OF INTEREST THROUGHOUT THE YEAR, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY SUCH CONFLICTS SHOULD THEY ARISE. THIS REQUIREMENT IS PART OF THE OVERALL CONFLICT OF INTEREST POLICY, WHICH IS SIGNED ANNUALLY. IF SUCH A DISCLOSURE IS MADE, THE BOARD DETERMINES WHETHER OR NOT A CONFLICT EXISTS, AND VOTES (BY QUORUM DETERMINED BY A MAJORITY) TO AUTHORIZE OR REJECT THE TRANSACTION. ANY TRANSACTION ENTERED INTO WITHOUT THIS PROCESS IS RENDERED VOID. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY USING COMPARABILITY DATA SUCH AS THE ASSOCIATION OF FUNDRAISING PROFESSIONALS' SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE AT THE FOUNDATION'S OFFICE BY REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE SELECTION OF THE AUDIT FIRM AND OVERSIGHT OF THE AUDIT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FRANKIE LEMMON SCHOOL & DEVELOPMENTAL CENTER 3311 CARL SANDBURG CT RALEIGH NC 27601 560931467 PROVIDES EDUCATION, ADVOCACY, AND SUPPORT TO SPECIAL NEEDS CHILDREN. NC 501(C)(3) LINE 2 0 LEMMON TREE ACADEMY 3101 POPLARWOOD COURT RALEIGH NC 27604 990951859 PROVIDES EDUCATION, ADVOCACY, AND SUPPORT TO SPECIAL NEEDS CHILDREN. NC 501(C)(3) LINE 2 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER B 2470000 CASH PAID FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER L 52785 CASH PAID LEMMON TREE ACADEMY B 106000 CASH PAID FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER S 70919 ACCRUED EXPENSES