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POLICYWORKS INC - Florida Company Profile

Company Details

Entity Name: POLICYWORKS INC
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 04 Jun 2010 (15 years ago)
Last Event: AMENDMENT
Event Date Filed: 06 Jun 2011 (14 years ago)
Document Number: N10000005476
FEI/EIN Number 800637699

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 6442 Fitz Lane, TALLAHASSEE, FL, 32311, US
Mail Address: P.O. Box 5136, TALLAHASSEE, FL, 32314-5136, US
ZIP code: 32311
County: Leon
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ALLEN STEVEN W President P.O. Box 5136, Tallahassee, FL, 323145136
GLUNT ERIC Director SDSU INTERWORK 6850 CAMINO DEL RIO, SAN DIEGO, CA, 92108
Starnes Nancy T Director 801 W. Monroe, Arlington, VA, 22201
Aylward rayna . Director 7317 Farr Street, Annadale,, VA, 22003
Jones Anthony M Director 2605 Enterprise Road, Clearwater, FL, 33659
McCone Sharon W Director 2605 Beeverley Road, McLean, VA, 33759
Allen Steven W Agent 1204 Gulf Ave., Carrabelle, FL, 32322

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-10-09 Allen, Steven W -
CHANGE OF PRINCIPAL ADDRESS 2020-04-20 6442 Fitz Lane, TALLAHASSEE, FL 32311 -
CHANGE OF MAILING ADDRESS 2020-04-20 6442 Fitz Lane, TALLAHASSEE, FL 32311 -
REGISTERED AGENT ADDRESS CHANGED 2020-04-20 1204 Gulf Ave., Carrabelle, FL 32322 -
AMENDMENT 2011-06-06 - -

Documents

Name Date
ANNUAL REPORT 2024-04-25
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-03-16
AMENDED ANNUAL REPORT 2020-10-09
ANNUAL REPORT 2020-04-20
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-03-01
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-03-08

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
80-0637699 Corporation Unconditional Exemption PO BOX 5136, TALLAHASSEE, FL, 32314-5136 2012-03
In Care of Name % BARBARA A BUTZ
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 222769
Income Amount 164687
Form 990 Revenue Amount 164687
National Taxonomy of Exempt Entities Human Services: Human Service Organizations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_80-0637699_POLICYWORKSINC_06112011_01.tif

Form 990-N (e-Postcard)

Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Year 2011
Beginning of tax period 2011-01-01
End of tax period 2011-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 4220 NATURAL BRIDGE ROAD, TALLAHASSEE, FL, 32305, US
Principal Officer's Name BARBARA A BUTZ
Principal Officer's Address 4220 NATURAL BRIDGE ROAD, TALLAHASSEE, FL, 32305, US
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Year 2010
Beginning of tax period 2010-01-01
End of tax period 2010-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 4220 NATURAL BRIDGE ROAD, TALLAHASSEE, FL, 32305, US
Principal Officer's Name BARBARA A BUTZ
Principal Officer's Address 4220 NATURAL BRIDGE ROAD, TALLAHASSEE, FL, 32305, US

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name POLICY WORKS INC
EIN 80-0637699
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5556107303 2020-04-30 0491 PPP 4220 NATURAL BRIDGE RD, TALLAHASSEE, FL, 32305-1836
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40105
Loan Approval Amount (current) 40105
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TALLAHASSEE, LEON, FL, 32305-1836
Project Congressional District FL-02
Number of Employees 9
NAICS code 611699
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Veteran
Forgiveness Amount 40450.01
Forgiveness Paid Date 2021-03-11
7083908508 2021-03-05 0491 PPS 6442 Fitz Ln, Tallahassee, FL, 32311-7722
Loan Status Date 2021-10-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40110
Loan Approval Amount (current) 40110
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tallahassee, LEON, FL, 32311-7722
Project Congressional District FL-02
Number of Employees 2
NAICS code 813319
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Non-Profit Organization
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Veteran
Forgiveness Amount 40326.48
Forgiveness Paid Date 2021-09-22

Date of last update: 02 Apr 2025

Sources: Florida Department of State