Nonprofit · EIN 59-2956529
POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC
Tax-exempt · BARTOW, FL 33830
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,592,734 | $2,760,376 | $10,832,358 | $23,658,651 | $50,258 | $23,608,393 |
| June 30, 2024 | 990 | $3,520,101 | $3,592,709 | -$72,608 | $11,860,701 | $2,300 | $11,858,401 |
| June 30, 2023 | 990 | $2,961,025 | $1,858,738 | $1,102,287 | $11,030,068 | $101,789 | $10,928,279 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,087,154
- of which government grants
- $1,042,919
- Program service revenue
- $0
- Investment income
- $480,355
- Net income from fundraising events
- $11,789
- Other revenue
- $25,225
Expenses
- Grants and similar amounts paid
- $2,511,771
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $21,481
- Travel
- $5,534
- Program services (functional)
- $2,513,605
- Management and general (functional)
- $246,771
Balance sheet and other
- Total assets, start of year
- $11,860,701
- Total assets, end of year
- $23,658,651
- Total liabilities, end of year
- $50,258
- Net assets, end of year
- $23,608,393
- Publicly traded securities
- $5,116,134
- Net assets without donor restrictions
- $4,847,999
- Net assets with donor restrictions
- $18,760,394
- Gross receipts
- $13,675,007
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1988
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRACY PORTER | EXECUTIVE DIRECTOR (AS OF 8/24) Officer | 40 | $0 | $49,971 | $12,396 |
| MATT MUCCI | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GILLIAN SMITH | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RONALD ROBERTS | TREASURER AND SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WILLIAM ALLEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| SAMUEL BERRIEN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| KIM BISHOP JONES | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| ANGELIQUE BROWN | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| NANCY DODD | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| JENNA EMERSON | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| CLIFTON GARCIA | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| MICHELLE GITHENS | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| FREDRICK HEID | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| TRACY KIMBROUGH | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
| KATHRYN KOCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB MCCOLLUM | DIRECTOR Trustee or director | 0.25 | $0 |
| MARGARITA MERRIWEATHER | DIRECTOR Trustee or director | 0.25 | $0 |
| KIM SHORT | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN STARGEL | DIRECTOR Trustee or director | 0.25 | $0 |
| RICHARD STEPHENS | DIRECTOR Trustee or director | 0.25 | $0 |
| SAGA STEVIN | DIRECTOR Trustee or director | 0.25 | $0 |
| AMY SUMMERLIN | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNIE WALKER | DIRECTOR Trustee or director | 0.25 | $0 |
| MARY RUTH WILSON | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE WARNER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| MATT MUCCI | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| GILLIAN SMITH | SECRETARY/TR Trustee or director, Officer | 0.5 | $0 |
| JENNIFER ADAMS | DIRECTOR Trustee or director | 0.25 | $0 |
| WILLIAM ALLEN | DIRECTOR Trustee or director | 0.25 | $0 |
| SAMUEL BERRIEN | DIRECTOR Trustee or director | 0.25 | $0 |
| ANGELIQUE BROWN-ESCOBAR | DIRECTOR Trustee or director | 0.25 | $0 |
| NANCY DODD | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNA EMERSON | DIRECTOR Trustee or director | 0.25 | $0 |
| CLIFTON GARCIA | DIRECTOR Trustee or director | 0.25 | $0 |
| MICHELL GITHENS | DIRECTOR Trustee or director | 0.25 | $0 |
| FREDERICK HEID | DIRECTOR Trustee or director | 0.25 | $0 |
| HOLLIS HOOKS | DIRECTOR Trustee or director | 0.25 | $0 |
| KIMBERLY JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| TRACY KIMBROUGH | DIRECTOR Trustee or director | 0.25 | $0 |
| KATHRYN KOCH | DIRECTOR Trustee or director | 0.25 | $0 |
| MARGARITA MERRIWEATHER | DIRECTOR Trustee or director | 0.25 | $0 |
| TRACY MOUNCEY | DIRECTOR Trustee or director | 0.25 | $0 |
| RONALD ROBERTS | DIRECTOR Trustee or director | 0.25 | $0 |
| KIM SHORT | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN STARGEL | DIRECTOR Trustee or director | 0.25 | $0 |
| RICHARD STEPHENS | DIRECTOR Trustee or director | 0.25 | $0 |
| SAGA STEVIN | DIRECTOR Trustee or director | 0.25 | $0 |
| AMY SUMMERLAND | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNIE WALKER | DIRECTOR Trustee or director | 0.25 | $0 |
| MARY RUTH WILSON | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE WARNER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| MATT MUCCI | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
| GILLIAN SMITH | SECRETARY/TR Trustee or director, Officer | 0.5 | $0 |
| TRACY MOUNCEY | PAST PRESIDE Trustee or director, Officer | 0.5 | $0 |
| JENNIFER ADAMS | DIRECTOR Trustee or director | 0.25 | $0 |
| SAMUEL BERRIEN | DIRECTOR Trustee or director, Officer | 0.25 | $0 |
| KIMBERLY BISHOP-JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| ANGELIQUE BROWN-ESCOBAR | DIRECTOR Trustee or director | 0.25 | $0 |
| NANCY DODD | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNA EMERSON | DIRECTOR Trustee or director | 0.25 | $0 |
| CLIFTON GARCIA | DIRECTOR Trustee or director | 0.25 | $0 |
| MICHELL GITHENS | DIRECTOR Trustee or director | 0.25 | $0 |
| FREDERICK HEID | DIRECTOR Trustee or director | 0.25 | $0 |
| HOLLIS HOOKS | DIRECTOR Trustee or director | 0.25 | $0 |
| TRACY KIMBROUGH | DIRECTOR Trustee or director | 0.25 | $0 |
| KATHRYN KOCH | DIRECTOR Trustee or director | 0.25 | $0 |
| MARGARITA MERRIWEATHER | DIRECTOR Trustee or director | 0.25 | $0 |
| MELISSA MILLER | DIRECTOR Trustee or director | 0.25 | $0 |
| RONALD ROBERTS | DIRECTOR Trustee or director | 0.25 | $0 |
| KIM SHORT | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHN STARGEL | DIRECTOR Trustee or director | 0.25 | $0 |
| RICHARD STEPHENS | DIRECTOR Trustee or director | 0.25 | $0 |
| SAGA STEVIN | DIRECTOR Trustee or director | 0.25 | $0 |
| AMY SUMMERLIN | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNIE WALKER | DIRECTOR Trustee or director | 0.25 | $0 |
| MARY RUTH WILSON | DIRECTOR Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1530 SHUMATE DR, BARTOW, FL 33830-6418
- Principal officer (990 for 2024)
- TRACY PORTER, 1530 SHUMATE DRIVE, BARTOW, FL 33830
- Signed the 990
- TRACY PORTER, EXECUTIVE DIRECTOR
- Phone
- (863) 534-0519
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- 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.Expenses $820,345 · grants $820,345
- AMERICORPS 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.Expenses $665,225 · grants $665,225
- GRANTS - 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.Expenses $626,799 · grants $626,799
- GENERAL - VARIOUS AWARD PROGRAMS AND DIRECT ASSISTANCE PROJECTS INVOLVING STUDENTS/TEACHERS DIRECTED TOWARDS MOTIVATING AND REWARDING VARIOUS EDUCATIONAL OBJECTIVES.Expenses $113,352 · grants $111,518
- TAKE STOCK IN CHILDREN, INC. IS A MENTORING, COLLEGE READINESS, AND COLLEGE SCHOLARSHIP PROGRAM DEDICATED TO TRANSFORMING POLK COUNTY ONE STUDENT AT A TIME. THE MISSION OF THE PROGRAM IS TO BREAK THE CYCLE OF POVERTY FOR LOW-INCOME, UNDERREPRESENTED, ACADEMICALLY QUALIFIED STUDENTS BY PROVIDING OPPORTUNITIES FOR DEGREE ATTAINMENT THROUGH POSTSECONDARY EDUCATION. WRAPAROUND SERVICES ARE PROVIDED TO STUDENTS WHICH INCLUDE MENTORING, COACHING, AND VIRTUAL WORKSHOPS THROUGH AN INNOVATIVE MULTI-YEAR MODEL FROM HIGH SCHOOL THROUGH POSTSECONDARY COMPLETION. TAKE STOCK HELPS GIVE STUDENTS THE RESOURCES THEY NEED TO SUCCEED IN HIGH SCHOOL, COLLEGE, CAREER, AND LIFE. UPON SUCCESSFUL GRADUATION OF HIGH SCHOOL, TSIC SCHOLARS EARN A TWO-YEAR FLORIDA PREPAID SCHOLARSHIP TO USE AT ANY PUBLIC ACCREDITED FLORIDA STATE COLLEGE, UNIVERSITY, OR TECHNICAL COLLEGE.Expenses $287,884 · grants $287,884
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2956529
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,658,651
- Income (IRS master file)
- $13,675,007
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,592,734 | $2,760,376 | $23,658,651 | IRS |
| 990 | June 2024 | $3,520,101 | $3,592,709 | $11,860,701 | IRS |
| 990 | June 2023 | $2,961,025 | $1,858,738 | $11,030,068 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2956529).
Questions about POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC
- What is the EIN of POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC?
- The employer identification number (EIN) of POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC is 59-2956529.
- Is POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC?
- The 990 for the year ended June 30, 2025 names TRACY PORTER.
- Who are the officers and directors of POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does POLK EDUCATION FOUNDATION AND BUSINESS PARTNERSHIP INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,592,734, expenses of $2,760,376 and total assets of $23,658,651 at year end.
Other nonprofits in BARTOW
- BARTOW REGIONAL MEDICAL CENTER INC EIN 47-5387418 · last filed 990 for 2024
- HEARTLAND FOR CHILDREN INC EIN 02-0619609 · last filed 990 for 2025
- PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT INC EIN 59-0818924 · last filed 990 for 2025
- CITRUS RESERACH AND FIELD TRIAL FOUNDATION INC EIN 84-2274193 · last filed 990 for 2025
- POLK COUNTY WORKFORCE DEVELOPMENT BOARD INC EIN 59-3385244 · last filed 990 for 2025
- HEALTHY START COALITION OF HARDEE HIGHLANDS AND POLK COUNTIES INC EIN 59-3167649 · last filed 990 for 2025
- CHURCH SERVICE CENTER INC EIN 59-1162397 · last filed 990 for 2024
- COMPASS CHARTER MIDDLE SCHOOL EIN 01-0699969 · last filed 990 for 2025