2025-05-15T08:55:05-04:00 2024-06-30 590673514 BUNTING TRIPP & INGLEY LLP 230 EAST TILLMAN AVENUE LAKE WALES FL 338533714 990 2023-07-01 592956529 POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC POLK 8635340519 1530 SHUMATE DRIVE BARTOW FL 33830 TRACY PORTER EXECUTIVE DIRECTOR 8635340519 2025-05-15 true false ROGER A INGLEY P01276427 8636767981 2025-05-15 2023 2025-03-06 01:10:19Z STEVE WARNER 3530725 false X WWW.POLKEDUCATIONFOUNDATION.ORG X 1988 FL TO LINK COMMUNITY RESOURCES WITH THE EDUCATIONAL NEEDS OF ITS STUDENTS. 26 26 0 182 0 2654323 3267769 0 141876 190794 164826 61538 2961025 3520101 940846 2424733 0 0 0 0 917892 1167976 1858738 3592709 1102287 -72608 11030068 11860701 101789 2300 10928279 11858401 X TO ESTABLISH A PROACTIVE PARTNERSHIP BETWEEN THE COMMUNITY AND THE PUBLIC SCHOOL SYSTEM TO LINK COMMUNITY RESOURCES WITH THE EDUCATIONAL NEEDS OF ITS STUDENTS THROUGH READING AND MENTORING PROGRAMS, SCHOLARSHIPS, SCHOOL GRANTS AND OTHER EDUCATION ENDEAVORS. false false 1551939 1551939 SCHOLARSHIPS: IN OUR ANNUAL SCHOLARSHIP PROGRAM, DONORS DECIDE THE CRITERIA USED FOR SELECTION, MOST FOCUS ON NEED AND OR ACADEMIC ABILITY. AWARDED FUNDS GENERALLY GO DIRECTLY TO THE INSTITUTION RATHER THAN THE STUDENT. PART OF OUR SCHOLARSHIP PROGRAM IS OUR TAKE STOCK IN CHILDREN (TSIC) PROGRAM, WHICH NOT ONLY PROVIDES A 2 OR 4 YEAR TUITION SCHOLARSHIP FOR STUDENTS IN FINANCIAL NEED, BUT EACH RECIPIENT IS ALSO MATCHED WITH A MENTOR WHILE THEY ARE IN HIGH SCHOOL AND GETS TO TAKE ADVANTAGE OF OTHER TSIC SUPPORT SERVICES SUCH AS STUDY SKILLS WORKSHOPS, FREE CULTURAL EXPERIENCES AND COLLEGE TOURS. 738455 AMERICORPS POLK READS: PROVIDES ONE ON ONE READING TUTORING TO KINDERGARTEN THRU THIRD GRADE STUDENTS DEEMED BELOW GRADE LEVEL BY THEIR CLASSROOM TEACHER. TRAINED READING TUTORS WORK WITH THE TEACHER TO DETERMINE SKILLS TAUGHT AND STRATEGIES USED. TUTORING TAKES PLACE DURING THE SCHOOL DAY IN THE CHILD'S REGULAR READING BLOCK TO AVOID TRANSPORTATION ISSUES TO A TUTORING PROGRAM HELD BEFORE OR AFTER SCHOOL. MOST CHILDREN THAT HAVE BEEN TUTORED IN THIS PROGRAM HAVE GAINED AT LEAST ONE GRADE LEVEL IN READING, MOST TWO. ADDITIONALLY, TUTORS PROVIDE COMMUNITY SERVICE HOURS RELATED TO LITERACY. 300 300 GRANTS: THE FOUNDATION PROVIDES GRANTS TO ASSIST SCHOOLS IN VARIOUS CAPACITIES. THE GRANT PROGRAMS ADMINISTERED WERE: THE TEACHER TO TEACHER CONNECTION, WHICH HELPS SHARE INNOVATIVE TEACHING PRACTICES AND PROVIDES GRANT MONIES TO CLASSROOMS TO REPLICATE THOSE PRACTICES; STEM EDUCATION GRANTS, WHICH PROVIDE SUPPLY MONEY FOR STEM LESSONS TAUGHT AS PART OF THE REQUIRED CURRICULUM; SCHOOL MATCHING GRANTS, WHICH OFFERED A MATCH FOR SCHOOLS TO USE TO RAISE LOCAL DOLLARS TO SUPPORT LITERACY, LOW PERFORMERS, PROFESSIONAL DEVELOPMENT FOR TEACHERS FOR GRADUATION RATE NEEDS AT THEIR SCHOOL. 1144312 872494 OTHER PROGRAM SERVICES: GENERAL - VARIOUS AWARD PROGRAMS AND DIRECT ASSISTANCE PROJECTS INVOLVING STUDENTS/TEACHERS DIRECTED TOWARDS MOTIVATING AND REWARDING VARIOUS EDUCATIONAL OBJECTIVES. 1144312 872494 3435006 true true false false false false false false false true true false false true false false true false false false false false false false true false false false true false false false false false false false false false false false false false false true false true false true 54 0 true 0 false false false false false true true false false false false false false X 26 26 false false false false false false false true true false false true true true true true true false false false X GILLIAN SMITH 8635340519 1530 SHUMATE DR BARTOW FL 33830 X STEVE WARNER PRESIDENT 0.50 X X 0 0 0 MATT MUCCI VICE PRESIDE 0.50 X X 0 0 0 GILLIAN SMITH SECRETARY/TR 0.50 X X 0 0 0 JENNIFER ADAMS DIRECTOR 0.25 X 0 0 0 WILLIAM ALLEN DIRECTOR 0.25 X 0 0 0 SAMUEL BERRIEN DIRECTOR 0.25 X 0 0 0 ANGELIQUE BROWN-ESCOBAR DIRECTOR 0.25 X 0 0 0 NANCY DODD DIRECTOR 0.25 X 0 0 0 JENNA EMERSON DIRECTOR 0.25 X 0 0 0 CLIFTON GARCIA DIRECTOR 0.25 X 0 0 0 MICHELL GITHENS DIRECTOR 0.25 X 0 0 0 FREDERICK HEID DIRECTOR 0.25 X 0 0 0 HOLLIS HOOKS DIRECTOR 0.25 X 0 0 0 KIMBERLY JONES DIRECTOR 0.25 X 0 0 0 TRACY KIMBROUGH DIRECTOR 0.25 X 0 0 0 KATHRYN KOCH DIRECTOR 0.25 X 0 0 0 MARGARITA MERRIWEATHER DIRECTOR 0.25 X 0 0 0 TRACY MOUNCEY DIRECTOR 0.25 X 0 0 0 RONALD ROBERTS DIRECTOR 0.25 X 0 0 0 KIM SHORT DIRECTOR 0.25 X 0 0 0 JOHN STARGEL DIRECTOR 0.25 X 0 0 0 RICHARD STEPHENS DIRECTOR 0.25 X 0 0 0 SAGA STEVIN DIRECTOR 0.25 X 0 0 0 AMY SUMMERLAND DIRECTOR 0.25 X 0 0 0 JENNIE WALKER DIRECTOR 0.25 X 0 0 0 MARY RUTH WILSON DIRECTOR 0.25 X 0 0 0 false false false 801489 2466280 3267769 190794 190794 43494 10624 32870 32870 OTHER INCOME 900099 24326 24326 OTHER INCOME:SCHOLARSHIP ADMI 900099 4342 4342 28668 3520101 252332 X 300 300 2424433 2424433 23158 23158 49751 49751 993506 982396 11110 4495 4495 10342 10342 20300 20300 3051 3051 1726 1726 CONTRACTED WORK / SERVICE 35456 35456 CONTRACT LABOR - SCHOLARS 17511 17511 CONTRACT LABOR - 1099 NEC 4257 4257 STUDENT SERVICES:TRANSFER 2800 2800 1623 1623 3592709 3435006 157703 0 3428967 3956026 451886 391724 361517 173371 3252 3252 4798749 5235955 1988949 2103625 11030068 11860701 101789 2300 101789 2300 X 3711574 4062312 7216705 7796089 10928279 11858401 11030068 11860701 X -72608 350740 651990 X false true true false X 2086011 2215245 2589389 2654323 3267769 12812737 426390 524536 540272 475602 1966800 2512401 2739781 3129661 3129925 3267769 14779537 14779537 123321 115038 149689 141876 190794 720718 1599 4088 5713 206647 72162 290209 15790464 0.93600 0.93790 X PART II, LINE 10 MISCELLANEOUS INCOME 218,047 SUPPLEMENTAL INFORMATION MISCELLANEOUS INCOME 2017 AMOUNT 4,575 2018 AMOUNT 5,700 2019 AMOUNT 1,599 2020 AMOUNT 4,088 2021 AMOUNT 5,713 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4755758 139770 -614770 193664 54649 4032445 4011339 81888 1003268 290233 50504 4755758 3759811 49600 413262 165993 45341 4011339 1.00000 false false 3252 3252 PREPAID SCHOLARSHIPS 2103625 2103625 3870841 350740 350740 3520101 3520101 3592709 3592709 3592709 SCHEDULE D, PAGE 2, PART V, LINE 4 THE EARNINGS OF THIS ENDOWMENT FUND ARE TO BE USED TO FUND THE VARIOUS PROGRAMS OF THE FOUNDATION EACH YEAR. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EVENT EXP 0 FL PREPAID SCHOLARSHIP GAIN 0 FIDUCIARY SCHOLARSHIP REFUNDS 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EVENT EXP 0 ROUNDING 0 STEPPING OUT FO 23094 23094 10624 OTHER 20400 20400 43494 43494 10624 10624 32870 true TUITION SCHOLARSHIPS N/A N/A DUKE ENERGY GRANT N/A N/A STEAMING UP POLK GRANT N/A N/A SCHOOL MATCH GRANT N/A N/A T2T ADAPTER GRANT N/A N/A TEACHER OF THE YEAR AWARD N/A N/A T2T DEVELOPER GRANT N/A N/A T2T DEVELOPER STIPEND N/A N/A FL BLUE-FEED OUR STUDENTS N/A N/A SUNCOAST CREDIT UNION GRT N/A N/A AT&T GRANT N/A N/A IDEA EXPO STIPEND N/A N/A KIDS TAG ART TEACHER AWRD N/A N/A BEST OF FAIR SCIENCE AWRD N/A N/A ROBERT J FISHER POETRY N/A N/A MARY MAYBERRY AWARD N/A N/A WELLS FARGO GRANT N/A N/A AMERICORPS EXPENSES 738455 TAKE STOCK IN CHILDREN EX 100039 OTHER GRANT EXPENSE:SCHOO 30000 ANNUAL SCHOLARSHIP 404597 ANNUAL SCHOLARSHIP:ANNUAL 130536 ENDOWED SCHOLARSHIPS 450236 ENDOWED SCHOLARSHIPS:ENDO 34250 FLORIDA PREPAID SCHOLARSH 532320 MATCHING GRANTS 4000 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL GRANTS AND THEIR USAGE ARE MONITORED VIA EMAIL WITH GRANT RECIPIENTS WHO ARE REMINDED OF EXPENDITURE AND USAGE DEADLINES. ALL GRANTS FUNDS HAVE A PARTICULAR DATE THAT THEY MUST BE SPEND BY AND VERIFIED RECEIPTS AND BUDGET DOCUMENTS ARE REQUIRED FROM GRANT RECIPIENTS IN ORDER TO MONITOR AND CONFIRM SPENDING ON BUDGETED GRANT ITEMS VIA THEIR ORIGINAL APPLICATIONS. IF THERE ARE ANY DISCREPANCIES, GRANTEES ARE REQUIRED TO REPURCHASE ITEMS OR SEND JUSTIFICATION FOR DIFFERENT EXPENDITURES. IF ANY MONEY REMAINS OR CANNOT BE DOCUMENTED AS SPENT APPROPRIATELY, FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION FOR FUTURE DISTRIBUTION. FINAL EVALUATIONS ARE ALSO REQUIRED AT THE END OF EACH GRANT PROGRAM FOR COLLECTION OF DATA AND RESULTS OF FUNDS ON STUDENT AND/OR TEACHER SUCCESS RATES. FORM 990 - ORGANIZATION'S MISSION TO ESTABLISH A PROACTIVE PARTNERSHIP BETWEEN THE COMMUNITY AND THE PUBLIC SCHOOL SYSTEM TO LINK COMMUNITY RESOURCES WITH THE EDUCATIONAL NEEDS OF ITS STUDENTS THROUGH READING AND MENTORING PROGRAMS, SCHOLARSHIPS, SCHOOL GRANTS AND OTHER EDUCATION ENDEAVORS. FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES: GENERAL - VARIOUS AWARD PROGRAMS AND DIRECT ASSISTANCE PROJECTS INVOLVING STUDENTS/TEACHERS DIRECTED TOWARDS MOTIVATING AND REWARDING VARIOUS EDUCATIONAL OBJECTIVES. FORM 990, PART VI SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE FOLLOWING (4) DIRECTORS: 1-THE PRESIDENT OF THE FOUNDATION, WHO SHALL BE CHAIRMAN. 2-THE SECRETARY/TREASURER OF THE FOUNDATION. 3-CHAIRMAN OF THE FINANCE COMMITTEE OF THE FOUNDATION. 4-THE VICE-PRESIDENT OF THE FOUNDATION, WHO SHALL BE VICE CHAIRMAN. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS WHEN THE BOARD IS NOT IN SESSION, SUBJECT ONLY TO SUCH RESTRICTIONS AS THE BOARD MAY FROM TIME TO TIME SPECIFY. HOWEVER, THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO ALTER, AMEND OR REPEAL THE CHARTER OR THE BY-LAWS OF THE FOUNDATION OR TO APPOINT DIRECTORS. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED IN WRITING TO THE DIRECTORS INDIVIDUALLY WITHIN THIRTY (30) DAYS AFTER SUCH ACTION IS TAKEN OR AT A MEETING OF THE BOARD OF DIRECTORS, IF A METTING IS HELD WITHIN THAT PERIOD OF TIME. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING AND THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION HAS ADOPTED THE FOLLOWING POLICY REGARDING CONFLICTS OF INTEREST: NO OFFICER, DIRECTOR OR EMPLOYEE OF THE FOUNDATION MAY SERVE AS AN OFFICER, EMPLOYEE, PARTNER, MEMBER OR DIRECTOR OF, OR ACT AS AGENT OR FIDUCIARY FOR OR OTHERWISE HAVE A FINANCIAL INTEREST IN A SERVICE PROVIDER, VENDOR, INVESTMENT MANAGER OR BUSINESS PARTNER OF THE FOUNDATION, UNLESS SUCH PARTICIPATION HAS BEEN SPECIFICALLY AUTHORIZED BY THE BOARD PRESIDENT, AND WITH FULL DISCLOSURE TO THE BOARD. ANY MEMBER OF THE BOARD OR COMMITTEE WHO HAS OR MAY HAVE A CONFLICT OF INTEREST SHALL NOTIFY THE COMMITTEE CHAIRMAN (OR OTHER PRESIDING OFFICER) AND BOARD PRESIDENT OF SUCH ACTUAL OR POTENTIAL CONFLICT PRIOR TO ANY MEETING AT WHICH SUCH MATTER MAY ARISE, AND SHALL SPECIFY THE NATURE AND PARTICULARS OF SUCH ACTUAL OR POTENTIAL CONFLICT. THE PRESIDING OFFICER SHALL ADVISE THE BOARD OR COMMITTEE OF SUCH POTENTIAL CONFLICT OF INTEREST BEFORE THE MATTER IS DISCUSSED, AND THE APPLICABLE MEMBER SHALL LEAVE THE MEETING WHILE THE DISCUSSION OF THE MATTER ENSUES. NO BOARD MEMBER, VOLUNTEER COMMITTEE MEMBER OR STAFF MEMBER MAY PARTICIPATE IN ANY VOTE OR DECISION INVOLVING AN ENTITY WITH WHICH HE OR SHE, OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY, IS EMPLOYED OR HAS ANY DIRECT OR BENEFICIAL ECONOMIC INTEREST. AT THE FIRST MEETING OF EACH FISCAL YEAR, BOARD AND COMMITTEE MEMBERS AND STAFF WILL COMPLETE THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSORTIUM DUES & CONFERENCE 0 665 0 GENERAL & ADMINISTRATIVE 0 7,086 0 SUBSCRIPTIONS 0 3,359 0 T2T/S2S EXPENSES 49,842 0 0 PEF OTHER PROGRAM EXPENSES 100,144 0 0 OTHER GRANT EXPENSE 403,364 0 0 EVENT EXPENSE - INSPIRE AWARD 50,149 0 0 EVENT EXPENSE - INSPIRE AWARD 37,950 0 0 OTHER PROGRAM EXPENSES 2,776 0 0 OTHER PROGRAM EXPENSES:NON-FU 288,443 0 0 OTHER PROGRAM EXPENSES:1099 N 35,728 0 0 OTHER PROGRAM EXPENSES:1099 M 14,000 0 0 TOTAL 982,396 11,110 0 FORM 990, PART XI, LINE 9 GAIN ON VALUE OF PREPAID SCHOLARSHIPS 646,996 ACADEMIC REFUNDS 4,994 TOTAL 651,990 POLK COUNTY SCHOOL BOARD POLK COUNTY SCHOOL BOARD 1915 SOUTH FLORAL AVENUE 1915 SOUTH FLORAL AVENUE BARTOW FL 33831 596000807 SCH BOARD FL GOVT N/A false false false false false false false false false false false false false false true true true false false false POLK COUNTY SCHOOL BOARD O CASH VALUE POLK COUNTY SCHOOL BOARD P CASH VALUE POLK COUNTY SCHOOL BOARD N CASH VALUE