Nonprofit · EIN 56-1572087
FRANKIE LEMMON FOUNDATION INC
Tax-exempt · RALEIGH, NC 27604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,777,593 | $3,853,193 | $1,924,400 | $10,538,293 | $254,897 | $10,283,396 |
| June 30, 2024 | 990 | $3,966,952 | $3,652,097 | $314,855 | $8,617,117 | $386,702 | $8,230,415 |
| June 30, 2023 | 990 | $3,329,470 | $2,730,243 | $599,227 | $7,710,550 | $190,838 | $7,519,712 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,417,726
- Program service revenue
- $0
- Investment income
- $436,648
- Net gain from sales of assets
- $196,728
- Net income from fundraising events
- -$112,882
- Net income from gaming
- $36,101
- Other revenue
- -$76,781
Expenses
- Grants and similar amounts paid
- $2,576,000
- Compensation of officers, directors and key employees
- $287,105
- Other salaries and wages
- $429,349
- Salaries, compensation and benefits (total)
- $841,345
- Professional fundraising fees
- $0
- Occupancy
- $121,303
- Travel
- $3,710
- Depreciation
- $4,542
- Program services (functional)
- $2,646,244
- Management and general (functional)
- $571,931
- Fundraising (functional)
- $635,018
Balance sheet and other
- Total assets, start of year
- $8,617,117
- Total assets, end of year
- $10,538,293
- Total liabilities, end of year
- $254,897
- Net assets, end of year
- $10,283,396
- Land, buildings and equipment
- $7,935
- Publicly traded securities
- $6,204,445
- Net assets without donor restrictions
- $7,234,230
- Net assets with donor restrictions
- $3,049,166
- Gross receipts
- $9,706,827
- Employees
- 10
- Volunteers
- 50
- Year formed
- 1987
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHA HARGETTE | EXECUTIVE DIRECTOR Officer | 30 | $167,824 | $7,467 |
| PETE EKENSTIERNA | FINANGE MANAGER Officer | 30 | $92,677 | $3,820 |
| ALAN HUGHES | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| MARTHA DERBYSHIRE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TREY BAILEY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MEREDITH KEYES | TREASURER/ FINANCE COMMITT Trustee or director, Officer | 0.5 | $0 | $0 |
| MATT ARNOLD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY BRITT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANGIE BUCHANAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ETTA BUCKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID CARRIER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ADAM DERBYSHIRE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BARRY GARDNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAUL HART | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EMILY HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE NICHOLS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JOE PATTERSON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| LEE PRYOR | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DR LILY ROGERS HARRIS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JUDGE VINCE ROZIER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MICHAEL THOMAS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DOUG WARF | BOARD MEMBER Trustee or director | 0.5 | $0 |
| PAUL WARREN | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHA HARGETTE | EXECUTIVE DIRECTOR Officer | 30 | $151,178 | $7,034 |
| PETE EKENSTIERNA | FINANGE MANAGER FROM 5/1/23 Officer | 30 | $62,745 | $2,276 |
| MIKE KRICK | FINANCE DIRECTOR FROM 5/1/22 TO 4/30/23 Officer | 30 | $57,000 | $0 |
| PAUL HART | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY BRITT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANGELA BUCHANAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ADAM DERBYSHIRE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| COLLEEN DIMITRY | BOARD MEMBER TO MAY 2024 Trustee or director | 0.5 | $0 | $0 |
| BARRY GARDNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LILY HARRIS MD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EMILY HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID MCGOWAN | BOARD MEMBER TO MAY 2024 Trustee or director | 0.5 | $0 | $0 |
| LEE PRYOR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL THOMAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DOUG WARF | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAUL WARREN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JUDGE VINCE ROZIER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ETTA BUCKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID CARRIER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MIKE NICHOLS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATT ARNOLD | BOARD MEMBER FROM 2024 Trustee or director | 0.5 | $0 | $0 |
| JOSEPH PATTERSOM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARTHA DERBYSHIRE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TREY BAILEY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MEREDITH KEYES | TREASURER/ FINANCE COMMITT Trustee or director, Officer | 0.5 | $0 | $0 |
| ALAN HUGHES | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHA HARGETTE | EXECUTIVE DIRECTOR Officer | 30 | $135,881 | $6,695 |
| MIKE KRICK | FINANCE DIRECTOR FROM 5/1/22 - 4/30/23 Officer | 30 | $61,600 | $0 |
| PAUL HART | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TREY BAILEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY BRITT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANGELA BUCHANAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ETTA LONG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ADAM DERBYSHIRE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| COLLEEN DIMITRY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BARRY GARDNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LILLY HARRIS MD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EMILY HODGES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID MCGOWAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| LEE PRYOR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JANET SELLERS | BOARD MEMBER TO 6/20/23 Trustee or director | 0.5 | $0 | $0 |
| MICHAEL THOMAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DOUG WARF | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAUL WARREN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JUDGE VINCE ROZIER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARTHA DERBYSHIRE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MEREDITH KEYES | TREASURER/ FINANCE COMMITTEE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| JOE PATTERSON | BOARD CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ALAN HUGHES | BOARD VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| PETE EKENSTIERNA | FINANGE MANAGER FROM 5/1/23 Officer | 30 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3101 POPLARWOOD CT STE 100, RALEIGH, NC 27604-1045
- In care of
- % PETER EKENSTIERNA
- Principal officer (990 for 2024)
- MARSHA HARGETTE, 3101 POPLARWOOD CT SUITE 100, RALEIGH, NC 27604
- Signed the 990
- MARSHA HARGETTE, EXECUTIVE DIRECTOR
- Phone
- (919) 845-8880
- Website
- WWW.FRANKIELEMMONSCHOOL.ORG
- Return prepared by
- BLACKMAN & SLOOP ADVISORS INC
Mission
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.
Program accomplishments
- 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.Expenses $2,646,244 · grants $2,576,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1572087
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2026
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B00I)
- Assets (IRS master file)
- $10,538,293
- Income (IRS master file)
- $9,706,827
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,777,593 | $3,853,193 | $10,538,293 | XML |
| 990 | June 2024 | $3,966,952 | $3,652,097 | $8,617,117 | IRS |
| 990 | June 2023 | $3,329,470 | $2,730,243 | $7,710,550 | XML |
| 990 | June 2022 | $3,023,119 | $1,710,054 | $6,622,579 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1572087).
Questions about FRANKIE LEMMON FOUNDATION INC
- What is the EIN of FRANKIE LEMMON FOUNDATION INC?
- The employer identification number (EIN) of FRANKIE LEMMON FOUNDATION INC is 56-1572087.
- Is FRANKIE LEMMON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to FRANKIE LEMMON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does FRANKIE LEMMON FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRANKIE LEMMON FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANKIE LEMMON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FRANKIE LEMMON FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names MARSHA HARGETTE.
- Who are the officers and directors of FRANKIE LEMMON FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 2 received compensation from the organization, the highest $167,824 (MARSHA HARGETTE, EXECUTIVE DIRECTOR).
- How much revenue does FRANKIE LEMMON FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,777,593, expenses of $3,853,193 and total assets of $10,538,293 at year end.
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