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Polk Education Foundation

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PEF "Spotlight"

Study Ranks Polk Education Foundation 6 out of 50 of the Top K-12 Education Foundations in Large School Districts Across the Nation

Click here to read study. Graduate

A recent national study of education foundations and funds, in the 50 largest school districts ranks, the Top 20 education foundations/funds in the nation is supporting public education. The top 10 education foundations / funds are:

1. Pinellas Education Foundation (FL)

2. Denver Public Schools Foundation (CO)

3. Clark Co. Public Ed. Fnd. (NV)

4. Hillsborough Education Foundation (FL)

5. Brevard Schools Foundation (FL)

6. Polk Education Foundation (FL)

7. The Fund for Public Schools, (NY)

8. Albuquerque Public School Foundation (NM)

9. Children’s First Trust Chicago (IL)

10. Broward Education Foundation (FL)

Duplicating the same study done in 2005, this year’s study used school year 2009-2010 data (most recent year available) from the Form 990 (page one) that nonprofits use to report financial information. It also assessed and compared most of the same performance categories as the 2005 study.

First, the study analyzed the effectiveness of an education fund/foundation at generating and sustaining financial resources to serve the students of its school district. "The rationale is that the more financial resources a foundation can generate the more services and programs it can provide to enhance the public school experience for students,” said Dewey Caruthers, president of dewey & associates, a 13-year-old management consulting firm that conducts occasional studies in education, juvenile justice and public health. Second, the study assessed the effectiveness of distributing financial resources, taking into consideration the number of students in its school district. "We wanted to see the amounts of financial resources these organizations distributed through programs to help students," Caruthers said. A new topic added to this recent study was the role of volunteers. “The ability to grow and sustain large numbers of volunteers is an asset for a foundation, which can be leveraged many different ways to improve public schools,” Caruthers said.

More specifically, the recent study compared the following variables:

- Long-term financial sustainability (total assets, assets per student, investment income)

- Fundraising/revenues (total revenues and revenues per student)

- Program expenditures (total program expenses and program expenses per student – both less salaries and benefits)

- Volunteers (total volunteers)

The overall Top 20 was the collective scoring of all eight performance categories. The foundations that appeared in the Top 20 in the most categories were ranked highest, emphasizing the importance of being well-rounded.

“There are a lot of ways to measure success of an education foundation, but we chose these performance categories because it is objective data reported in the 990s,” Caruthers said. Polk Education Foundation President Hollis Hooks said “We are proud of the work of our local education foundation and to be ranked so high, in a study of 50 comparably sized school districts, is an outstanding achievement!”

Just One for the Kids

Give “Just One for the Kids” and help the PEF raise money for student and teacher programs in Polk County. If every employee gave just one dollar per month, we could raise $144,000 towards helping promote education in our district! Click on the button above to make a donation!

View a Video about "Just One for the Kids"!

About Us

Polk Education Foundation LogoNew! 2010-2011 Annual Report

The Polk Education Foundation was created in 1988, as a 501 C 3 direct-support organization for the Polk County School Board. The Foundation serves as the fiscal agent and manager of many educational programs for Polk County Schools. We serve to enhance educational programs for students with private and corporate funds. Led by a volunteer Board of Directors made up of community, educational and business leaders, the Foundation has raised and spent over $26 million dollars.

Vision Statement

The vision of the Polk Education Foundation is to help enhance public school programs and to help students reach their educational goals.

Mission Statement

The mission of the Polk Education Foundation is 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 educational endeavors.

Goals

2010-2011 Financial Documents

Click Here to View the 2010-2011 PEF Financial Audit

Click Here to View the 2011 PEF Form 990

Contact Information

Address: 1530 Shumate Drive, Bartow, FL 33830
Phone: (863) 534-0519

Staff Listing

All phone number area codes are (863)
Name: Title: Phone:
Susan Copeland Executive Director 534-0434
Shirley Brosie Accountant Specialist II 534-5073
Miranda Collins Grants Manager, T2T Program Director 534-0803
Lou Ann Antonelli Administrative Assistant 534-0519
Teresa Choquette Take Stock in Children, Student Advocate 519-8076
Susan Fenich Take Stock in Children, Program Coordinator 519-8077
Vicki Ginda AmeriCorps Polk Reads, Program Director 519-8637
Nancy Hardwick AmeriCorps Polk Reads, Program Assistant 519-8638

Visit our Staff Directory to contact any staff member via e-mail

Polk Education Foundation Board of Directors

Officers

Name: Title: Organization:
Hollis Hooks President Morgan Stanley Smith Barney
Mary Ruth Wilson Vice President Community Activist
David Ullman Secretary/Treasurer Bunting, Tripp & Ingley CPA

Board Members

Name: Organization:
Jae Lynn Akin State Farm Insurance
Carol Barnett Publix Super Markets Charities
Jan Mercer-Hyman Bright House Networks
Ebbie Sue Doherty Badcock Home Furniture & More
Sylvia Blackmon-Roberts Blackmon Roberts Group, Inc.
Tracy Bryant CEMEX
Jeff Cox Linder Industrial Machinery
Paula Dockery State Senator
Al Dorsett Community Activist
Mimi Hardman Community Activist
Kevin Jones MIDFLORIDA Federal Credit Union
Kathryn Koch Lanier Upshaw
Carey MacConnell Mosaic
Deb Misch Community Activist
Sherrie Nickell Superintendent of Polk County Schools
Jerry Miller Progress Energy
Steve Petrie Principal, Union Academy
Cindy Price TECO
Lori Cunningham Polk County School Board Member
John Santarpia Magnify Credit Union
Sherrin Smyers Community Activist
John Stargel Polk County Circuit Judge
Richard Stephens Holland & Knight
Joan Whitehead Everett Whitehead Construction
Steve Warner Webber University
Blinda Pullen Bank of America