Civic Intelligence

Polk Education Foundation and Business Partnership Inc.

990 • Fiscal year 2020 • EIN 59-2956529

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization ProfileWWW.POLKEDUCATIONFOUNDATION.ORG
1530 Shumate DriveBartow, FL 33830

(863) 534-0519

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

52nd percentile

5.1%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$93,550

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

39th percentile

2.7%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.7%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$8,997,279

Up $232,973 (+2.7%) from 2019

Net Assets

Up

$8,945,439

Up $256,806 (+3.0%) from 2019

Liabilities

Down

$51,840

Down $23,833 (-31%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin52nd percentile

Revenue

Up

$2,209,043

Up $138,056 (+6.7%) from 2019

Expenses

Down

$2,096,533

Down $66,639 (-3.1%) from 2019

Net Income

Up

$112,510

Up $204,695 (+222%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,153,879Liabilities 2010: $58,103Net Assets 2010: $4,095,7762010Assets 2011: $5,454,279Liabilities 2011: $1,196Net Assets 2011: $5,453,0832011Assets 2012: $5,253,838Liabilities 2012: $49,190Net Assets 2012: $5,204,6482012Assets 2013: $5,493,086Liabilities 2013: $2,051Net Assets 2013: $5,491,0352013Assets 2014: $6,117,391Liabilities 2014: $112,588Net Assets 2014: $6,004,8032014Assets 2015: $6,218,010Liabilities 2015: $66,174Net Assets 2015: $6,151,8362015Assets 2016: $7,748,954Liabilities 2016: $84,155Net Assets 2016: $7,664,7992016Assets 2017: $8,030,512Liabilities 2017: $44,171Net Assets 2017: $7,986,3412017Assets 2018: $8,726,592Liabilities 2018: $14,196Net Assets 2018: $8,712,3962018Assets 2019: $8,764,306Liabilities 2019: $75,673Net Assets 2019: $8,688,6332019Assets 2020: $8,997,279Liabilities 2020: $51,840Net Assets 2020: $8,945,4392020Assets 2021: $9,941,664Liabilities 2021: $37,929Net Assets 2021: $9,903,7352021Assets 2022: $9,513,237Liabilities 2022: $40,057Net Assets 2022: $9,473,1802022Assets 2023: $11,030,068Liabilities 2023: $101,789Net Assets 2023: $10,928,2792023Assets 2024: $11,860,701Liabilities 2024: $2,300Net Assets 2024: $11,858,4012024

Highlighted filing

2020

Assets$8,997,279
Liabilities$51,840
Net Assets$8,945,439
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,587,3212010Expenses 2011: $1,505,3202011Revenue 2012: $1,517,107Expenses 2012: $1,713,263Net Income 2012: -$196,1562012Revenue 2013: $1,767,129Expenses 2013: $1,720,253Net Income 2013: $46,8762013Revenue 2014: $1,992,384Expenses 2014: $1,880,956Net Income 2014: $111,4282014Revenue 2015: $2,005,192Expenses 2015: $1,854,691Net Income 2015: $150,5012015Revenue 2016: $1,908,792Expenses 2016: $1,962,977Net Income 2016: -$54,1852016Revenue 2017: $1,988,337Expenses 2017: $1,988,237Net Income 2017: $1002017Revenue 2018: $2,355,391Expenses 2018: $1,898,505Net Income 2018: $456,8862018Revenue 2019: $2,070,987Expenses 2019: $2,163,172Net Income 2019: -$92,1852019Revenue 2020: $2,209,043Expenses 2020: $2,096,533Net Income 2020: $112,5102020Revenue 2021: $2,360,670Expenses 2021: $1,967,575Net Income 2021: $393,0952021Revenue 2022: $2,738,541Expenses 2022: $1,964,802Net Income 2022: $773,7392022Revenue 2023: $2,961,025Expenses 2023: $1,858,738Net Income 2023: $1,102,2872023Revenue 2024: $3,520,101Expenses 2024: $3,592,709Net Income 2024: -$72,6082024

Highlighted filing

2020

Revenue$2,209,043
Expenses$2,096,533
Net Income$112,510
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.1
Gross Receipts
$4,269,118
Mission and Program Overview

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.

To link community resources with the educational needs of its students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,784,535$3,842,883▲ $58,348
Cash and Non-Interest-Bearing Accounts$1,332,931$1,455,620▲ $122,689
Investments Other Securities$636,059$655,685▲ $19,626
Savings and Temporary Cash Investments$451,438$453,326▲ $1,888
Pledges and Grants Receivable$80,902$81,561▲ $659
Land, Buildings, and Equipment, Net$888$424▼ $464
Total Assets$8,764,306$8,997,279▲ $232,973
Other Assets Total$2,477,553$2,507,780▲ $30,227
Liabilities
Accounts Payable and Accrued Expenses$75,673$51,840▼ $23,833
Total Liabilities$75,673$51,840▼ $23,833
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,772,701$4,851,903▲ $79,202
Net Assets Without Donor Restrictions$3,915,932$4,093,536▲ $177,604
Total Net Assets Fund Balance$8,688,633$8,945,439▲ $256,806
Total Liabilities and Net Assets / Fund Balance$8,764,306$8,997,279▲ $232,973

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$424$2,828$3,252
Other Assets Org$2,507,780--
Other Securities$655,685--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$3,759,811$49,600▲ $413,262-$4,011,339
2018$3,682,081$66,850▲ $328,612-$3,759,811
2017$3,496,417$172,346▲ $244,196-$3,682,081
2016$3,144,019$58,925▲ $438,639-$3,496,417
2015$3,295,491$56,258▼ $17,910-$3,144,019
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Susan CopelandExecutive DirectorFT$93,550$93,550

Board Members and Trustees

NameTitle
Kathryn KochImmediate Past President
Tracy KimbroughPresident
Tracy MounceyVice President
Al DorsettDirector
Caleb WilsonDirector
Emily RogersDirector
Gillian SmithDirector
Hollis HooksDirector
Jacqueline ByrdDirector
Jenna EmersonDirector
Jennie WalkerDirector
John StargelDirector
Ken ReevesDirector
Kim ShortDirector
Lori CunninghamDirector
Mary Ruth WilsonDirector
Matt MucciDirector
Nick PlottDirector
Richard StephensDirector
Ronald RobertsDirector
Sherrin SmyersDirector
Steve PetrieDirector
Jerry MillerDirector Until Feb 2020
Blinda PullenDirector Until Jan 2020
Steve WarnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,086,011
Program Service Revenue
$0
Investment Income
$140,057
Other Revenue
$-17,025
All Other Contributions
$1,435,935
Change in Net Assets
$112,510

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,209,043
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$199,038
Total Revenue per Audited Statements
$2,408,081
Total Revenue per Form 990
$2,209,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,029,470
Other Expenses$918,063
Salaries, Compensation, and Employee Benefits$149,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$981,384--$981,384
Fees for Services Other$411,435$4,779-$416,214
Other Salaries and Wages$125,309--$125,309
Grants to Domestic Orgs$48,086--$48,086
Fees for Service Investment Mgmnt Fees-$45,341-$45,341
Insurance$35,574--$35,574
Travel$33,346$48-$33,394
Payroll Taxes$23,691--$23,691
Fees for Services Accounting$2,666$17,434-$20,100
Office Expenses$8,896$4,745-$13,641
Conferences and Meetings$6,364--$6,364
Other Expenses$2,884--$2,884
Advertising-$2,827-$2,827
All Other Expenses-$1,738-$1,738
Depreciation Depletion$465--$465
Total Functional Expenses$2,019,621$76,912$0$2,096,533

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,151,275
Expenses per Audited Statements$2,096,533
Total Expenses per Form 990$2,096,533
Expenses Not Reported on Form 990$54,742
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$46,384
Fundraising Gross Income$27,760
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stepping Out for Education$75,467$21,840$6,998$14,842
Golf Tournament$27,601$5,920$1,914$4,006
Total Events$103,068$27,760$46,384$-18,624
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“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 meeting is held within that period of time.”

Form 990, Part VI, Section B, 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, Part VI, Section B, Line 12C

“The pef has adopted the following policy regarding conflicts of interest: no officer, director or employee of the pef 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 pef, 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, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Polk Education Foundation and
EIN
59-2956529
Phone
8635340519
Address
1530 SHUMATE DRIVE, BARTOW, FL 33830

Signing Officer

Name
Susan Copeland
Title
Executive Director
Phone
8635340519
Signed
2020-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Copeland
Formed
1988
Legal Domicile
Fl
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
232

Preparer

Firm
Cliftonlarsonallen Llp
Address
402 SOUTH KENTUCKY AVENUE SUITE 600, LAKELAND, FL 33801-5354
Preparer
Lauren Ballard CPA
Phone
8636805600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract labor: program service expenses 411,435. Management and general expenses 4,779. Fundraising expenses 0. Total expenses 416,214.”

FORM 990, PART XI, LINE 9:

“Scholarship refunds 18,406. Gain on value of prepaid scholarships 28,336.”

Financial Statement Notes

PART V, LINE 4:

“The earnings of this endowment fund are to be used to fund the various programs of the foundation each year.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising event expenses 46,384. Fund transfers in/out 8,358. Academic refunds 18,406. Gain on florida prepaid scholarships 28,336.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct fundraising event expenses 46,384. Fund transfers in/out 8,358.”

Raw XML AppendixShowing 400 of 746 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE WARNER
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHRYN KOCH
IRS990/Form990PartVIISectionAGrp/PersonNm4JACQUELINE BYRD
IRS990/Form990PartVIISectionAGrp/PersonNm5LORI CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm6AL DORSETT
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNA EMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8HOLLIS HOOKS
IRS990/Form990PartVIISectionAGrp/PersonNm9JERRY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm10MATT MUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE PETRIE
IRS990/Form990PartVIISectionAGrp/PersonNm12NICK PLOTT
IRS990/Form990PartVIISectionAGrp/PersonNm13BLINDA PULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm14KEN REEVES
IRS990/Form990PartVIISectionAGrp/PersonNm15RONALD ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm16EMILY ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm17KIM SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm18GILLIAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm19SHERRIN SMYERS
IRS990/Form990PartVIISectionAGrp/PersonNm20JOHN STARGEL
IRS990/Form990PartVIISectionAGrp/PersonNm21RICHARD STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm22JENNIE WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm23CALEB WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm24MARY RUTH WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm25SUSAN COPELAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2592181
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR UNTIL FEB 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR UNTIL JAN 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt075308
IRS990/FundraisingDirectExpensesAmt046384
IRS990/FundraisingGrossIncomeAmt027760
IRS990/GainOrLossGrp/SecuritiesAmt016736
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0574768
IRS990/GrantAmt0820436
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0981384
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0981384
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt048086
IRS990/GrantsToDomesticOrgsGrp/TotalAmt048086
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02030427
IRS990/GrossReceiptsAmt04269118
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt035574
IRS990/InsuranceGrp/TotalAmt035574
IRS990/InvestmentIncomeGrp/ExclusionAmt0123321
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0123321
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0636059
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0655685
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03784535
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03842883
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02828
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0888
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0424
IRS990/LandBldgEquipCostOrOtherBssAmt03252
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02013691
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08688633
IRS990/NetAssetsOrFundBalancesEOYAmt08945439
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016736
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016736
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18624
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt097554
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03915932
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04093536
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04745
IRS990/OfficeExpensesGrp/ProgramServicesAmt08896
IRS990/OfficeExpensesGrp/TotalAmt013641
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02477553
IRS990/OtherAssetsTotalGrp/EOYAmt02507780
IRS990/OtherChangesInNetAssetsAmt046742
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt0339521
IRS990/OtherExpensesGrp/ProgramServicesAmt12884
IRS990/OtherExpensesGrp/TotalAmt0339521
IRS990/OtherExpensesGrp/TotalAmt12884
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01599
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01599
IRS990/OtherRevenueTotalAmt01599
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125309
IRS990/OtherSalariesAndWagesGrp/TotalAmt0125309
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt023691
IRS990/PayrollTaxesGrp/TotalAmt023691
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt080902
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt081561
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN COPELAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AMERICORPS POLK READS - PROVIDES ONE-ON-ONE READING TUTORING TO KINDERGARTEN - 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0473776
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS - THE POLK EDUCATION 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 OR GRADUATION RATE NEEDS AT THEIR SCHOOL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt048173
IRS990/ProgSrvcAccomActy3Grp/GrantAmt048173
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GENERAL - VARIOUS AWARD PROGRAMS AND DIRECT ASSISTANCE PROJECTS INVOLVING STUDENTS/TEACHERS DIRECTED TOWARDS MOTIVATING AND REWARDING VARIOUS EDUCATIONAL OBJECTIVES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0677236
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0160948
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01924998
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01131143
IRS990/PYInvestmentIncomeAmt0161233
IRS990/PYOtherExpensesAmt0890592
IRS990/PYOtherRevenueAmt0-15244
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-92185
IRS990/PYSalariesCompEmpBnftPaidAmt0141437
IRS990/PYTotalExpensesAmt02163172
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02070987
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0112510
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,997,279
Liabilities
$51,840
Net assets
$8,945,439
Revenue
$2,209,043
Expenses
$2,096,533
Net income
$112,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$3.52$3.59$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.0$0.10$10.9$2.96$1.86$1.10
2022Detailed filing. Detailed filing data is available for this year.$9.51$0.04$9.47$2.74$1.96$0.77
2021Detailed filing. Detailed filing data is available for this year.$9.94$0.04$9.90$2.36$1.97$0.39
2020Detailed filing. Detailed filing data is available for this year.$9.00$0.05$8.95$2.21$2.10$0.11
2019Detailed filing. Detailed filing data is available for this year.$8.76$0.08$8.69$2.07$2.16$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.73$0.01$8.71$2.36$1.90$0.46
2017Detailed filing. Detailed filing data is available for this year.$8.03$0.04$7.99$1.99$1.99$0.00
2016Detailed filing. Detailed filing data is available for this year.$7.75$0.08$7.66$1.91$1.96$0.05
2015Detailed filing. Detailed filing data is available for this year.$6.22$0.07$6.15$2.01$1.85$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.12$0.11$6.00$1.99$1.88$0.11
2013Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$1.77$1.72$0.05
2012Summary only. Only limited summary data is available for this year.$5.25$0.05$5.20$1.52$1.71$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.00$5.45$1.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.06$4.10$1.59