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Nonprofit · EIN 99-0951859

LEMMON TREE ACADEMY

Tax-exempt · RALEIGH, NC 27604

Financials

$270K$12K2024
Revenue Expenses · by fiscal year end
Financials of LEMMON TREE ACADEMY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$270,316$12,446$257,870$277,870$0$277,870
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$106,000
Program service revenue
$164,191
Investment income
$125
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$11,620
Program services (functional)
$200
Management and general (functional)
$12,246

Balance sheet and other

Total assets, start of year
$19,958
Total assets, end of year
$277,870
Total liabilities, end of year
$0
Net assets, end of year
$277,870
Net assets without donor restrictions
$277,870
Gross receipts
$270,316
Employees
0
Volunteers
40
Year formed
2024
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARSHA HARGETTEEXECUTIVE DIRECTOR
Officer
30$0$167,824$7,467
REBECCA SMITHSCHOOL DIRECTOR
Officer
15$0$106,124$5,399
PETE EKENSTIERNAFINANGE MANAGER
Officer
30$0$92,677$3,820
ALAN HUGHESBOARD CHAIR
Trustee or director, Officer
0.5$0$0$0
MARTHA DERBYSHIREVICE CHAIR
Trustee or director, Officer
0.5$0$0$0
TREY BAILEYSECRETARY
Trustee or director, Officer
0.5$0$0$0
MEREDITH KEYESTREASURER/ FINANCE COMMITT
Trustee or director, Officer
0.5$0$0$0
MATT ARNOLDBOARD MEMBER
Trustee or director
0.5$0$0$0
AMY BRITTBOARD MEMBER
Trustee or director
0.5$0$0$0
ANGIE BUCHANANBOARD MEMBER
Trustee or director
0.5$0$0$0
ETTA BUCKMANBOARD MEMBER
Trustee or director
0.5$0$0$0
DAVID CARRIERBOARD MEMBER
Trustee or director
0.5$0$0$0
ADAM DERBYSHIREBOARD MEMBER
Trustee or director
0.5$0$0$0
BARRY GARDNERBOARD MEMBER
Trustee or director
0.5$0$0$0
PAUL HARTBOARD MEMBER
Trustee or director
0.5$0$0$0
9 more people on this return
NameTitleHours / weekCompensation
EMILY HODGESBOARD MEMBER
Trustee or director
0.5$0
MIKE NICHOLSBOARD MEMBER
Trustee or director
0.5$0
JOE PATTERSONBOARD MEMBER
Trustee or director
0.5$0
LEE PRYORBOARD MEMBER
Trustee or director
0.5$0
DR LILY ROGERS HARRISBOARD MEMBER
Trustee or director
0.5$0
JUDGE VINCE ROZIERBOARD MEMBER
Trustee or director
0.5$0
MICHAEL THOMASBOARD MEMBER
Trustee or director
0.5$0
DOUG WARFBOARD MEMBER
Trustee or director
0.5$0
PAUL WARRENBOARD MEMBER
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
3101 POPLARWOOD CT STE 100, RALEIGH, NC 27604-1045
In care of
% MARSHA HARGETTE
Principal officer (990 for 2024)
MARSHA HARGETTE, 3101 POPLARWOOD CT STE 100, RALEIGH, NC 27604
Signed the 990
MARSHA HARGETTE, EXECUTIVE DIRECTOR
Phone
(919) 845-8880
Return prepared by
BLACKMAN & SLOOP ADVISORS INC

Mission

LEMMON TREE ACADEMY OFFERS CHILDREN WITH SPECIAL EDUCATIONAL NEEDS AND THEIR FAMILIES LIFE-CHANGING, HIGHLY SPECIALIZED, PERSONALIZED EDUCATION AND THERAPIES IN A SETTING WITH A VERY LOW STUDENT-TO-TEACHER RATIO. THIS TOP-QUALITY EDUCATION PREPARES THE CHILDREN FOR A LIFETIME OF ENHANCED LEARNING AND SUCCESSFUL INVOLVEMENT IN FAMILY AND COMMUNITY LIFE.THE ACADEMY'S PHILOSOPHY OF EDUCATION IS THAT ALL CHILDREN, REGARDLESS OF DIFFERENT ABILITIES, ARE FIRST AND FOREMOST CHILDREN. THIS MEANS RECOGNIZING THE CHILD AS AN INDIVIDUAL WITH UNIQUE HUMAN NEEDS AND RIGHTS WHO IS AN ESSENTIAL PART OF THEIR FAMILY AND COMMUNITY. THE ACADEMY'S CURRICULUM COVERS ALL ASPECTS OF CHILD DEVELOPMENT THROUGH A SEQUENTIAL DEVELOPMENTAL AND EARLY ACADEMIC PROGRAM.

990 for the year ended June 30, 2025

Program accomplishments

  • THE MISSION OF LEMMON TREE ACADEMY IS TO EDUCATE AND CELEBRATE CHILDREN OF ALL ABILITIES. CURRENTLY, THE SCHOOL IS SERVING 24 CHILDREN AGED 6-8 YEARS OLD AND PLANS TO REACH A MAXIMUM CAPACITY OF 100 CHILDREN IN THE FUTURE. SERVICES OFFERED INCLUDE SPEECH AND LANGUAGE THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND VISION AND HEARING SERVICES, ALL CUSTOMIZED FOR EACH CHILD. CHILDREN ATTENDING LEMMON TREE ACADEMY ENJOY MUSIC THERAPY, MOVEMENT CLASSES, AND AN OPTIONAL SUMMER ENRICHMENT PROGRAM. THE SCHOOL'S STUDENT-TO-TEACHER RATIO IS NEVER HIGHER THAN 1:6, AND ALL LEAD TEACHERS HOLD A NORTH CAROLINA TEACHING LICENSE.
    Expenses $200 · revenue $164,191

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024Check at the IRS

IRS record

EIN
99-0951859
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2026
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$277,870
Income (IRS master file)
$270,316

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$270,316$12,446$277,870XML

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 99-0951859).

Questions about LEMMON TREE ACADEMY

What is the EIN of LEMMON TREE ACADEMY?
The employer identification number (EIN) of LEMMON TREE ACADEMY is 99-0951859.
Is LEMMON TREE ACADEMY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to LEMMON TREE ACADEMY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEMMON TREE ACADEMY 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 LEMMON TREE ACADEMY 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 LEMMON TREE ACADEMY 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 LEMMON TREE ACADEMY?
The 990 for the year ended June 30, 2025 names MARSHA HARGETTE.
Who are the officers and directors of LEMMON TREE ACADEMY?
The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
How much revenue does LEMMON TREE ACADEMY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $270,316, expenses of $12,446 and total assets of $277,870 at year end.

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