Nonprofit · EIN 56-1659608
EDUCATION FOUNDATION INC OF CALDWELL COUNTY
Tax-exempt · LENOIR, NC 28645
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $631,858 | $429,950 | $201,908 | $6,330,223 | $0 | $6,330,223 |
| June 30, 2024 | 990 | $723,290 | $395,398 | $327,892 | $6,128,315 | $0 | $6,128,315 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $160,663
- of which government grants
- $11,520
- Program service revenue
- $0
- Investment income
- $471,195
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $53,431
- Salaries, compensation and benefits (total)
- $118,931
- Professional fundraising fees
- $0
- Accounting fees
- $3,054
- Depreciation
- $29,932
- Program services (functional)
- $333,969
- Management and general (functional)
- $95,102
- Fundraising (functional)
- $879
Balance sheet and other
- Total assets, start of year
- $6,128,315
- Total assets, end of year
- $6,330,223
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,330,223
- Land, buildings and equipment
- $731,371
- Publicly traded securities
- $225,239
- Net assets without donor restrictions
- $1,723,461
- Net assets with donor restrictions
- $4,606,762
- Gross receipts
- $631,858
- Employees
- 1
- Volunteers
- 41
- Year formed
- 1989
- 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 |
|---|---|---|---|
| Pat Triplett | Executive Director Trustee or director, Key employee | 2 | $53,431 |
| Kathy McAteer | Office Key employee | 2 | $33,870 |
| Ed Schultek | President Trustee or director, Officer | 2 | $0 |
| Pat Irwin | Past President 2024 Trustee or director, Officer | 2 | $0 |
| Jamie White | VP, Finance Trustee or director, Officer | 2 | $0 |
| Chase Keller | VP, Operations Trustee or director, Officer | 2 | $0 |
| Paul Duncan | Director Trustee or director | 2 | $0 |
| Tyler Reese | Director Trustee or director | 2 | $0 |
| Sara Terry | Director Trustee or director | 2 | $0 |
| Jimmie Griffith | Director Trustee or director | 2 | $0 |
| Brad Hefner | Director Trustee or director | 2 | $0 |
| Janis A Maguire | Director Trustee or director | 2 | $0 |
| Elaine Setzer-Maxwell | Director Trustee or director | 2 | $0 |
| Dr Jeff Church | Director Trustee or director | 2 | $0 |
| Gwin Laws | Director Trustee or director | 2 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sarah Thomas | Director Trustee or director | 2 | $0 |
| Kimberly Cobb | Director Trustee or director | 2 | $0 |
| Teresa Larson | Director Trustee or director | 2 | $0 |
| Wanda Ellis | Director Trustee or director | 2 | $0 |
| Lewis Wright | Director Trustee or director | 2 | $0 |
| Terry Dunn | Director Trustee or director | 2 | $0 |
| Andre Buechner | Director Trustee or director | 2 | $0 |
| Sarah Sheckells | Director Trustee or director | 2 | $0 |
| Brian Flook | Director Trustee or director | 2 | $0 |
| Bryan Berry | Director Trustee or director | 2 | $0 |
| David Eggers | Past President Trustee or director | 2 | $0 |
| Mark Transou | Past President Officer | 2 | $0 |
| Renae Clark | Past President Trustee or director | 2 | $0 |
| Andy Anderson | Past Pres Mjr Gifts Trustee or director | 2 | $0 |
| Dr Don Phipps | Ex Officious Trustee or director | 2 | $0 |
| Darrell Pennell | Director Trustee or director | 2 | $0 |
| Ann Edwards | Director Trustee or director | 2 | $0 |
| Leigh Anne Frye | Director Trustee or director | 2 | $0 |
| Randy Seldomridge | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 40 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Pat Triplett | Executive Director Trustee or director, Key employee | 2 | $0 | $75,200 |
| Pat Irwin | Past President 2024 Trustee or director, Officer | 2 | $0 | $0 |
| Jamie White | VP, Finance Trustee or director, Officer | 2 | $0 | $0 |
| Ed Schultek | VP, Admin Trustee or director, Officer | 2 | $0 | $0 |
| Chase Keller | VP, Operations Trustee or director, Officer | 2 | $0 | $0 |
| Paul Duncan | Director Trustee or director | 2 | $0 | $0 |
| Kelly Melton | Secretary Trustee or director | 2 | $0 | $0 |
| Lillie Ruth Melton | Director Trustee or director | 2 | $0 | $0 |
| Tommy Melton | Director Trustee or director | 2 | $0 | $0 |
| Tyler Reese | Director Trustee or director | 2 | $0 | $0 |
| Sara Terry | Director Trustee or director | 2 | $0 | $0 |
| Jimmie Griffith | Director Trustee or director | 2 | $0 | $0 |
| Brad Hefner | Director Trustee or director | 2 | $0 | $0 |
| Elaine Setzer-Maxwell | Director Trustee or director | 2 | $0 | $0 |
| Dr Jeff Church | Director Trustee or director | 2 | $0 | $0 |
| Gwin Laws | Director Trustee or director | 2 | $0 | $0 |
| Sarah Thomas | Director Trustee or director | 2 | $0 | $0 |
| Kimberly Cobb | Director Trustee or director | 2 | $0 | $0 |
| Teresa Larson | Director Trustee or director | 2 | $0 | $0 |
| Kelli Holman | Director Trustee or director | 2 | $0 | $0 |
| Wanda Ellis | Director Trustee or director | 2 | $0 | $0 |
| Lewis Wright | Director Trustee or director | 2 | $0 | $0 |
| Libby Sherrill Carter | Director Trustee or director | 2 | $0 | $0 |
| Terry Dunn | Director Trustee or director | 2 | $0 | $0 |
| Andre Buechner | Director Trustee or director | 2 | $0 | $0 |
| Sarah Sheckells | Director Trustee or director | 2 | $0 | $0 |
| Brian Flook | Director Trustee or director | 2 | $0 | $0 |
| Bryan Berry | Director Trustee or director | 2 | $0 | $0 |
| David Eggers | Past President Trustee or director | 2 | $0 | $0 |
| Mark Transou | Past President Officer | 2 | $0 | $0 |
| Renae Clark | Past President Trustee or director | 2 | $0 | $0 |
| Andy Anderson | Past Pres Mjr Gifts Trustee or director | 2 | $0 | $0 |
| Dr Don Phipps | Ex Officious Trustee or director | 2 | $0 | $0 |
| Darrell Pennell | Director Trustee or director | 2 | $0 | $0 |
| Ann Edwards | Director Trustee or director | 2 | $0 | $0 |
| Teresa Branch | Director Trustee or director | 2 | $0 | $0 |
| Leigh Anne Frye | Director Trustee or director | 2 | $0 | $0 |
| Libby Brown | Director Trustee or director | 2 | $0 | $0 |
| Adrienne Dula | Director Trustee or director | 2 | $0 | $0 |
| Kathy McAteer | Office Key employee | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1914 HICKORY BLVD SW, LENOIR, NC 28645-6404
- Principal officer (990 for 2024)
- PAT TRIPLETT, 1914 HICKORY BLVD, LENOIR, NC 28645
- Signed the 990
- MARY M KEPPER, EXECUTIVE DIRECTOR
- Phone
- (828) 728-8407
- Return prepared by
- Renee D Sigmon CPA PLLC
Mission
STUDENT & TEACHER SCHOLARSHIPS
Program accomplishments
- Grants,Scholarships,Allocations:ABC Teacher Awards Grants,Scholarships,Allocations:Apples for Teachers Grants,Scholarships,Allocations:Associate of the Year Grants,Scholarships,Allocations:B. Deverick Scholarship Grants,Scholarships,Allocations:Battle of the Books Grants,Scholarships,Allocations:Bernhardt Creative Beginnings Grants,Scholarships,Allocations:Caldwell Little Read Grants,Scholarships,Allocations:Career Center House Funds:Career Center House #7 Grants,Scholarships,Allocations:Career Center House Funds:Career Center Loan Expense Grants,Scholarships,Allocations:Career Center House Funds:Other Grants,Scholarships,Allocations:Community Education Grants Grants,Scholarships,Allocations:Cowart Family Scholarship Grants,Scholarships,Allocations:First Robotics Grants,Scholarships,Allocations:Foundation other Grants,Scholarships,Allocations:Green Commission Scholarship Grants,Scholarships,Allocations:Jack Robbins Scholarship Grants,Scholarships,Allocations:Marvin Courtney Scholarship Grants,Scholarships,Allocations:Mollie Grace Dalton Grants,Scholarships,Allocations:OCS Bus Business:Fuel Expense Grants,Scholarships,Allocations:Other Grants,Scholarships,Allocations:Safe Kids:Bike Safety Grants,Scholarships,Allocations:Safe Kids:Child Seat Safety Grants,Scholarships,Allocations:Safe Kids:Other Grants,Scholarships,Allocations:Safety Fair Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Baton Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Collettsville Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Davenport A+ Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Dudley Shoals Elem. Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Early College Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Gamewell Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Gamewell Middle Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Granite Falls Elemtary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Granite Falls Middle Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Happy Valley Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Hibriten High Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Horizons Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Hudson Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Hudson Middle Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Kings Creek Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Lower Creek Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Sawmills Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:South Caldwell High Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Valmead Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:West Caldwell High Grants,Scholarships,Allocations:Student Activity Scholarship Fd:West Lenoir Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:Whitnel Elementary Grants,Scholarships,Allocations:Student Activity Scholarship Fd:William Lenoir Middle Grants,Scholarships,Allocations:Teachers Supplemental Fund Grants,Scholarships,Allocations:Tom McNeel Scholarship Grants,Scholarships,Allocations:Volunteer of the Year:Educator of the YearExpenses $333,969 · grants $120,841
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
- 56-1659608
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,330,223
- Income (IRS master file)
- $631,858
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $631,858 | $429,950 | $6,330,223 | IRS |
| 990 | June 2024 | $723,290 | $395,398 | $6,128,315 | XML |
| 990 | June 2023 | $517,215 | $662,678 | $5,804,661 | IRS |
| 990 | June 2022 | $406,727 | $477,103 | $5,950,118 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-1659608).
Questions about EDUCATION FOUNDATION INC OF CALDWELL COUNTY
- What is the EIN of EDUCATION FOUNDATION INC OF CALDWELL COUNTY?
- The employer identification number (EIN) of EDUCATION FOUNDATION INC OF CALDWELL COUNTY is 56-1659608.
- Is EDUCATION FOUNDATION INC OF CALDWELL COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to EDUCATION FOUNDATION INC OF CALDWELL COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EDUCATION FOUNDATION INC OF CALDWELL COUNTY 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 EDUCATION FOUNDATION INC OF CALDWELL COUNTY 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 EDUCATION FOUNDATION INC OF CALDWELL COUNTY 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 EDUCATION FOUNDATION INC OF CALDWELL COUNTY?
- The 990 for the year ended June 30, 2025 names PAT TRIPLETT.
- Who are the officers and directors of EDUCATION FOUNDATION INC OF CALDWELL COUNTY?
- The 990 for the year ended June 30, 2025 lists 34 people; 2 received compensation from the organization, the highest $53,431 (Pat Triplett, Executive Director).
- How much revenue does EDUCATION FOUNDATION INC OF CALDWELL COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $631,858, expenses of $429,950 and total assets of $6,330,223 at year end.
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