Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$417,652
Down $18,198 (-4.2%) from 2021
Net Assets
Down$417,652
Down $18,198 (-4.2%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue And Expenses
Revenue
Down$14,937
Down $48,061 (-76%) from 2021
Expenses
Down$11,483
Down $6,180 (-35%) from 2021
Net Income
Down$3,454
Down $41,881 (-92%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Jun 30, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $166,293
Mission and Program Overview
Mission
To solicit contributions from the general public to provide a fund for educational opportunity to qualifying individuals. These individuals are selected, and are to be selected from a specially defined, impoverished area. The individuals are selected based on need, past educational performance and potential future educational performance. All qualifying individuals are considered. No one is excluded based on sex, race, creed, color, national origin, or other non-educational or need criteria.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL AWARDS FOR SCHOLARSHIP | $0 | $9,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| PHYLLIS E MILLER | President | - | $0 | - | - |
| RAY BECKLER | Vice President | - | $0 | - | - |
| JO ANN HIGGIBOTHAM | Secretary | - | $0 | - | - |
| WILLMA JEAN PIPPENGER | Treasurer | - | $0 | - | - |
| CHARLES EDWARDS | Officer At Large | - | $0 | - | - |
| KENNETH CLOUD | Officer At Large | - | $0 | - | - |
| JANIE ARMS | Board Member | - | $0 | - | - |
| JIM BAKER | Board Member | - | $0 | - | - |
| DR KENNETH CLOUD | Board Member | - | $0 | - | - |
| DR ROGER CROUCH | Board Member | - | $0 | - | - |
| ADAM STONE | Board Member | - | $0 | - | - |
| CAROLYN GUERRY | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Polk County Education Foundation
- EIN
- 20-0748971
- Phone
- 4239024211
- Address
- 182 NORTH CREST ROAD, CHATTANOOGA, TN 37404
Signing Officer
- Name
- Dr Phyllis E Miller
- Title
- President
- Phone
- 4239024211
- Signed
- 2023-06-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Barto Hoss & Company Pc
- Address
- 5751 UPTAIN ROAD SUITE 100, CHATTANOOGA, TN 37411-4077
- Preparer
- Michael a Barto
- Phone
- 4238550700
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest income. Amount: 2. Description: interest income - pershing llc. Amount: 20. Description: dividend income - pershing llc. Amount: 10,548. Description: capital gain distribution - pershing. Amount: 6,412. Total to form 990-ez, line 8: 16,982.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: lee university. Grantee address: 1120 n. Ocoee street cleveland, tn 37311. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 3,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: cleveland state community college. Grantee address: 3535 adkisson drive cleveland, tn 37311. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 2,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: middle tennessee state university. Grantee address: 1301 e. Main street murfreesboro, tn 37132. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: tennessee tech university. Grantee address: 1 william l jones drive cookeville, tn 38505. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: maryville college. Grantee address: 502 e.lamar alexander pkwy. Maryville, tn 37804. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 1,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: scholarships. Grantee name: east tennessee state university. Grantee address: 1276 gilbreath drive johnson city, tn 37614. Grantee relationship: no relationship. Property description: cash. Date of gift: 12/31/22. Amount given: 1,000. Total included on form 990-ez, line 10: 9,000.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: state registration fees. Amount: 10. Description: credit card fees. Amount: 18. Description: insurance. Amount: 698. Total to form 990-ez, line 16: 726.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized losses - pershing llc. Amount: -21,652.”
Raw XML Appendix223 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PHYLLIS E MILLER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4239024211 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 182 NORTH CREST ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHATTANOOGA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37404 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 435850 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 417652 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 4139 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 149431 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3454 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1200 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 435850 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 417652 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 11192 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -15451 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 9000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 166293 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 435850 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 417652 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 435850 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 417652 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | PHYLLIS E MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | RAY BECKLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JO ANN HIGGIBOTHAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | WILLMA JEAN PIPPENGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHARLES EDWARDS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KENNETH CLOUD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JANIE ARMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JIM BAKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DR KENNETH CLOUD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DR ROGER CROUCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | ADAM STONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | CAROLYN GUERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | OFFICER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | OFFICER AT LARGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -21652 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 726 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 16982 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SOLICIT CONTRIBUTIONS FROM THE GENERAL PUBLIC TO PROVIDE A FUND FOR EDUCATIONAL OPPORTUNITY TO QUALIFYING INDIVIDUALS. THESE INDIVIDUALS ARE SELECTED, AND ARE TO BE SELECTED FROM A SPECIALLY DEFINED, IMPOVERISHED AREA. THE INDIVIDUALS ARE SELECTED BASED ON NEED, PAST EDUCATIONAL PERFORMANCE AND POTENTIAL FUTURE EDUCATIONAL PERFORMANCE. ALL QUALIFYING INDIVIDUALS ARE CONSIDERED. NO ONE IS EXCLUDED BASED ON SEX, RACE, CREED, COLOR, NATIONAL ORIGIN, OR OTHER NON-EDUCATIONAL OR NEED CRITERIA. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 557 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL AWARDS FOR SCHOLARSHIP |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 9000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 133980 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 1925 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 9267 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | TN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 11483 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 9000 |
| IRS990EZ/TotalRevenueAmt | 0 | 14937 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 4139 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 15570 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12350 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 17435 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18301 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 67795 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | -4670 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 24875 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 17239 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18638 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14983 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 71065 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.48820 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.47340 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 67795 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 4139 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 15570 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12350 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 17435 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 18301 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 67795 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 138860 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: INTEREST INCOME - PERSHING LLC. AMOUNT: 20. DESCRIPTION: DIVIDEND INCOME - PERSHING LLC. AMOUNT: 10,548. DESCRIPTION: CAPITAL GAIN DISTRIBUTION - PERSHING. AMOUNT: 6,412. TOTAL TO FORM 990-EZ, LINE 8: 16,982. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: LEE UNIVERSITY. GRANTEE ADDRESS: 1120 N. OCOEE STREET CLEVELAND, TN 37311. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CLEVELAND STATE COMMUNITY COLLEGE. GRANTEE ADDRESS: 3535 ADKISSON DRIVE CLEVELAND, TN 37311. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 2,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: MIDDLE TENNESSEE STATE UNIVERSITY. GRANTEE ADDRESS: 1301 E. MAIN STREET MURFREESBORO, TN 37132. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: TENNESSEE TECH UNIVERSITY. GRANTEE ADDRESS: 1 WILLIAM L JONES DRIVE COOKEVILLE, TN 38505. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: MARYVILLE COLLEGE. GRANTEE ADDRESS: 502 E.LAMAR ALEXANDER PKWY. MARYVILLE, TN 37804. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 1,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: EAST TENNESSEE STATE UNIVERSITY. GRANTEE ADDRESS: 1276 GILBREATH DRIVE JOHNSON CITY, TN 37614. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/22. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 9,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | DESCRIPTION: STATE REGISTRATION FEES. AMOUNT: 10. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 18. DESCRIPTION: INSURANCE. AMOUNT: 698. TOTAL TO FORM 990-EZ, LINE 16: 726. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DESCRIPTION: UNREALIZED LOSSES - PERSHING LLC. AMOUNT: -21,652. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DR PHYLLIS E MILLER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4239024211 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-06-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | POLK COUNTY EDUCATION FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POLK |
| ReturnHeader/Filer/EIN | 0 | 200748971 |
| ReturnHeader/Filer/PhoneNum | 0 | 4239024211 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 182 NORTH CREST ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHATTANOOGA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37404 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 621547043 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BARTO HOSS & COMPANY PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5751 UPTAIN ROAD SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | CHATTANOOGA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 374114077 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4238550700 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL A BARTO |
| ReturnHeader/ReturnTs | 0 | 2023-07-07T12:46:05-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DR |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PHYLLIS E MILLER |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $417,652
- Liabilities
- $0
- Net assets
- $417,652
- Revenue
- $14,937
- Expenses
- $11,483
- Net income
- $3,454