POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC: Form 990, tax year 2022
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- Organization
- POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC (EIN 59-2956529)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349301232
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:48:39-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 590673514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUNTING TRIPP & INGLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 EAST TILLMAN AVENUE | AddressLine1Txt |
| City | LAKE WALES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338533714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592956529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLK EDUCATION FOUNDATION AND | BusinessNameLine1Txt |
| Business Name Line2 | BUSINESS PARTNERSHIP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLK | BusinessNameControlTxt |
| Phone | 8635340519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 SHUMATE DRIVE | AddressLine1Txt |
| City | BARTOW | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILLIAN SMITH | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8635340519 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GILLIAN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER A INGLEY | PreparerPersonNm |
| PTIN | P01276427 | PTIN |
| Phone | 8636767981 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE WARNER | PrincipalOfficerNm |
| Gross Receipts | $3,002,846 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.POLKEDUCATIONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO LINK COMMUNITY RESOURCES WITH THE EDUCATIONAL NEEDS OF ITS STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 182 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,589,389 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,654,323 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $169,369 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,876 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,217 | PYOtherRevenueAmt |
| CY Other Revenue | $164,826 | CYOtherRevenueAmt |
| PY Total Revenue | $2,738,541 | PYTotalRevenueAmt |
| CY Total Revenue | $2,961,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $851,934 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $940,846 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $174,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $938,096 | PYOtherExpensesAmt |
| CY Other Expenses | $917,892 | CYOtherExpensesAmt |
| PY Total Expenses | $1,964,802 | PYTotalExpensesAmt |
| CY Total Expenses | $1,858,738 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $773,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,102,287 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,513,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,030,068 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $40,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,789 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,473,180 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,928,279 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $393,890 | ExpenseAmt |
| Grant | $393,890 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $404,496 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,206 | ExpenseAmt |
| Grant | $8,206 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $924,296 | ExpenseAmt |
| Grant | $538,750 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES: GENERAL - VARIOUS AWARD PROGRAMS AND DIRECT ASSISTANCE PROJECTS INVOLVING STUDENTS/TEACHERS DIRECTED TOWARDS MOTIVATING AND REWARDING VARIOUS EDUCATIONAL OBJECTIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $924,296 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $538,750 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,730,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GILLIAN SMITH | PersonNm |
| Phone | 8635340519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 SHUMATE DR | AddressLine1Txt |
| City | BARTOW | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE WARNER | ||||||
| PRESIDENT | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATT MUCCI | ||||||
| VICE PRESIDE | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GILLIAN SMITH | ||||||
| SECRETARY/TR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY MOUNCEY | ||||||
| PAST PRESIDE | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER ADAMS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL BERRIEN | ||||||
| DIRECTOR | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIMBERLY BISHOP-JONES | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| ANGELIQUE BROWN-ESCOBAR | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| NANCY DODD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JENNA EMERSON | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| CLIFTON GARCIA | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MICHELL GITHENS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK HEID | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| HOLLIS HOOKS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| TRACY KIMBROUGH | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN KOCH | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MARGARITA MERRIWEATHER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MELISSA MILLER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RONALD ROBERTS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| KIM SHORT | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JOHN STARGEL | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RICHARD STEPHENS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| SAGA STEVIN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| AMY SUMMERLIN | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JENNIE WALKER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| MARY RUTH WILSON | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $390,668 | GovernmentGrantsAmt |
| All Other Contributions | $2,263,655 | AllOtherContributionsAmt |
| Total Contributions | $2,654,323 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,876 | TotalRevenueColumnAmt |
| Exclusion | $141,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $168,483 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $41,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,662 | TotalRevenueColumnAmt |
| Exclusion | $126,662 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $32,796 | $32,796 |
| OTHER INCOME:SCHOLARSHIP ADMI | 900099 | $5,368 | $5,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $38,164 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,961,025 | TotalRevenueColumnAmt |
| Exclusion | $306,702 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,206 | TotalAmt |
| Program Services | $8,206 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,640 | TotalAmt |
| Program Services | $932,640 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,250 | TotalAmt |
| Management And General | $30,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,830 | TotalAmt |
| Management And General | $44,830 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,319 | TotalAmt |
| Program Services | $781,319 | ProgramServicesAmt |
| Fundraising | $10,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692 | TotalAmt |
| Management And General | $1,692 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,305 | TotalAmt |
| Management And General | $5,305 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,730 | TotalAmt |
| Program Services | $3,730 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,693 | TotalAmt |
| Program Services | $1,693 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| CONTRACTED WORK / SERVICE | $35,748 | $35,748 | |
| STUDENT SERVICES:TRANSFER | $1,500 | $1,500 | |
| SCHOOL PHYSICALS/UNIFORMS | $25 | $25 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,858,738 | TotalAmt |
| Program Services | $1,730,888 | ProgramServicesAmt |
| Management And General | $117,850 | ManagementAndGeneralAmt |
| Fundraising | $10,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,892 | BOYAmt |
| EOY | $3,428,967 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,035 | BOYAmt |
| EOY | $451,886 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,921 | BOYAmt |
| EOY | $361,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,252 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,252 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,864,713 | BOYAmt |
| EOY | $4,798,749 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $712,905 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,771 | BOYAmt |
| EOY | $1,988,949 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,513,237 | BOYAmt |
| EOY | $11,030,068 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,057 | BOYAmt |
| EOY | $101,789 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,057 | BOYAmt |
| EOY | $101,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,532,868 | BOYAmt |
| EOY | $3,711,574 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,940,312 | BOYAmt |
| EOY | $7,216,705 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,473,180 | BOYAmt |
| EOY | $10,928,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,513,237 | BOYAmt |
| EOY | $11,030,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,102,287 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $129,926 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $222,886 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,924,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,086,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,215,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,589,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,654,323 | CurrentTaxYearAmt |
| Total | $11,469,966 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $361,327 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $426,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $524,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,602 | CurrentTaxYearAmt |
| Total | $2,328,127 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,286,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,512,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,739,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,129,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,129,925 | CurrentTaxYearAmt |
| Total | $13,798,093 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,798,093 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,876 | CurrentTaxYearAmt |
| Total | $689,721 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,647 | CurrentTaxYearAmt |
| Total | $223,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,711,561 | TotalSupportAmt |
| Public Support CY170 | 0.93790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS INCOME 17,100 |
| SUPPLEMENTAL INFORMATION | MISCELLANEOUS INCOME 2017 AMOUNT 4,575 2018 AMOUNT 5,700 2019 AMOUNT 1,599 2020 AMOUNT 4,088 2021 AMOUNT 5,713 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,755,758 | BeginningYearBalanceAmt |
| Contributions | $139,770 | ContributionsAmt |
| Investment Earnings Or Losses | -$614,770 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $193,664 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $54,649 | AdministrativeExpensesAmt |
| End Year Balance | $4,032,445 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,011,339 | BeginningYearBalanceAmt |
| Contributions | $81,888 | ContributionsAmt |
| Investment Earnings Or Losses | $1,003,268 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $290,233 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $50,504 | AdministrativeExpensesAmt |
| End Year Balance | $4,755,758 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,759,811 | BeginningYearBalanceAmt |
| Contributions | $49,600 | ContributionsAmt |
| Investment Earnings Or Losses | $413,262 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,993 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,341 | AdministrativeExpensesAmt |
| End Year Balance | $4,011,339 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,682,081 | BeginningYearBalanceAmt |
| Contributions | $66,850 | ContributionsAmt |
| Investment Earnings Or Losses | $328,612 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $273,710 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $44,022 | AdministrativeExpensesAmt |
| End Year Balance | $3,759,811 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,252 | DepreciationAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID SCHOLARSHIPS | Desc |
| Book Value | $1,988,949 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,988,949 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,313,831 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $129,926 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $222,880 | OtherRevenueAmt |
| Revenue Not Reported | $352,806 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,961,025 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,961,025 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,858,738 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,858,738 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,858,738 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 220,437 FIDUCIARY SCHOLARSHIP REFUNDS 2,443 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | DIRECT FUNDRAISING EVENT EXP 0 ROUNDING 0 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | STEPPING OUT FO | Event1Nm |
| Gross Receipts Event1 | $131,836 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $131,836 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $41,821 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $36,647 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $36,647 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $168,483 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $168,483 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,821 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $41,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $126,662 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOOL SUPPORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $8,206 | CashGrantAmt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (31 entries)
| Grant TypeGrantTypeTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Cash GrantCashGrantAmt |
|---|---|---|---|
| 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 | |
| FUNDRAISING EXPENSE-OTHER | $15,750 | ||
| AMERICORPS EXPENSES | $404,496 | ||
| TAKE STOCK IN CHILDREN EX | $35,711 | ||
| OTHER GRANT EXPENSE:PEF O | $19,333 | ||
| OTHER GRANT EXPENSE:SCHOO | $23,235 | ||
| OTHER GRANT EXPENSE:TRANS | $15,000 | ||
| ANNUAL SCHOLARSHIP | -$91,695 | ||
| ANNUAL SCHOLARSHIP:ANNUAL | $91,695 | ||
| ENDOWED SCHOLARSHIPS | $19,800 | ||
| ENDOWED SCHOLARSHIPS:ENDO | $17,131 | ||
| FLORIDA PREPAID SCHOLARSH | $121,259 | ||
| MATCHING GRANTS | $16,226 | ||
| MATCHING GRANTS:MATCHING | $9,000 | ||
| ANNUAL SCHOLARSHIP | $235,699 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | T2T/S2S EXPENSES:1099 NEC PAY 5,421 0 0 CONSORTIUM DUES & CONFERENCE 3,935 0 0 GENERAL & ADMINISTRATIVE 5,069 0 0 SUBSCRIPTIONS 2,626 0 0 OTHER PROGRAM EXPENSES 166,232 0 0 FUNDRAISING EXPENSE-OTHER 2,344 0 0 FUNDRAISING EXPENSE-OTHER:TEA 48,451 0 0 FUNDRAISING EXPENSE-OTHER:TEA 1,870 0 0 OTHER PROGRAM EXPENSES:NON-FU 245,334 0 0 OTHER PROGRAMS 4,620 0 0 T2T/S2S EXPENSES 11,323 0 0 PEF OTHER PROGRAM EXPENSES 151,710 0 0 PEF OTHER PROGRAM EXPENSES:PE 215 0 0 OTHER GRANT EXPENSE 130,345 0 0 OTHER PROGRAM EXPENSES: 1099 1,824 0 0 OTHER PROGRAM FUNDRAISING EXP 0 0 10,000 TOTAL 781,319 0 10,000 |
| FORM 990, PART XI, LINE 9 | GAIN ON VALUE OF PREPAID SCHOLARSHIPS 220,437 ACADEMIC REFUNDS 2,449 TOTAL 222,886 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLK COUNTY SCHOOL BOARD | BusinessNameLine1Txt |
| Business Name Line2 | POLK COUNTY SCHOOL BOARD | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1915 SOUTH FLORAL AVENUE | AddressLine1Txt |
| Address Line2 | 1915 SOUTH FLORAL AVENUE | AddressLine2Txt |
| City | BARTOW | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596000807 | EIN |
| Primary Activities | SCH BOARD | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | GOVT | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POLK COUNTY SCHOOL BOARD | ||
| O | $22,445 | CASH VALUE |
| POLK COUNTY SCHOOL BOARD | ||
| P | $81,572 | CASH VALUE |
| POLK COUNTY SCHOOL BOARD | ||
| N | CASH VALUE | |
Comments