Civic Intelligence

Policy Works Inc

990 • Fiscal year 2015 • EIN 80-0637699

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

4220 Natural Bridge RoadTallahassee, FL 32305

(850) 421-6605

Siviq Scores

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

Liabilities / Assets

95th percentile

1.28x

Higher debt load relative to assets than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

38th percentile

-0.8%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$23,950

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$50,413

Down $64,309 (-56%) from 2014

Net Assets

Down

-$13,974

Down $1,426 (-11%) from 2014

Liabilities

Down

$64,387

Down $62,883 (-49%) from 2014

Revenue

Down

$183,917

Down $39,587 (-18%) from 2014

Expenses

Down

$185,343

Down $42,208 (-19%) from 2014

Net Income

Up

-$1,426

Up $2,621 (+65%) from 2014

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200KAssets 2012: $381,002Liabilities 2012: $361,309Net Assets 2012: $19,6932012Assets 2013: $242,868Liabilities 2013: $251,369Net Assets 2013: -$8,5012013Assets 2014: $114,722Liabilities 2014: $127,270Net Assets 2014: -$12,5482014Assets 2015: $50,413Liabilities 2015: $64,387Net Assets 2015: -$13,9742015Assets 2016: $120,614Liabilities 2016: $63,711Net Assets 2016: $56,9032016Assets 2017: $181,868Liabilities 2017: $64,796Net Assets 2017: $117,0722017Assets 2018: $152,423Liabilities 2018: $31,908Net Assets 2018: $120,5152018Assets 2019: $145,884Liabilities 2019: $48,075Net Assets 2019: $97,8092019Assets 2020: $169,454Liabilities 2020: $77,464Net Assets 2020: $91,9902020Assets 2021: $47,116Liabilities 2021: $13,800Net Assets 2021: $33,3162021Assets 2022: $11,961Liabilities 2022: $23,003Net Assets 2022: -$11,0422022Assets 2023: $222,769Liabilities 2023: $244,498Net Assets 2023: -$21,7292023

Highlighted filing

2015

Assets$50,413
Liabilities$64,387
Net Assets-$13,974

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $131,033Expenses 2012: $123,223Net Income 2012: $7,8102012Revenue 2013: $183,215Expenses 2013: $210,868Net Income 2013: -$27,6532013Revenue 2014: $223,504Expenses 2014: $227,551Net Income 2014: -$4,0472014Revenue 2015: $183,917Expenses 2015: $185,343Net Income 2015: -$1,4262015Revenue 2016: $496,764Expenses 2016: $425,887Net Income 2016: $70,8772016Revenue 2017: $416,026Expenses 2017: $358,787Net Income 2017: $57,2392017Revenue 2018: $471,864Expenses 2018: $468,421Net Income 2018: $3,4432018Revenue 2019: $446,148Expenses 2019: $468,854Net Income 2019: -$22,7062019Revenue 2020: $429,039Expenses 2020: $434,858Net Income 2020: -$5,8192020Revenue 2021: $169,872Expenses 2021: $228,546Net Income 2021: -$58,6742021Revenue 2022: $35,949Expenses 2022: $80,307Net Income 2022: -$44,3582022Revenue 2023: $164,687Expenses 2023: $175,374Net Income 2023: -$10,6872023

Highlighted filing

2015

Revenue$183,917
Expenses$185,343
Net Income-$1,426
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 27, 2016
Return Version
2015v2.1
Gross Receipts
$183,917
Mission and Program Overview

Mission

To support equality of opportunity,

To support equality of opportunity, full participation, independent living and economic self-sufficiency for people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$14,905$30,083▲ $15,178
Cash and Non-Interest-Bearing Accounts$99,817$19,080▼ $80,737
Prepaid Expenses and Deferred Charges-$1,250-
Total Assets$114,722$50,413▼ $64,309
Liabilities
Deferred Revenue$124,470$64,387▼ $60,083
Accounts Payable and Accrued Expenses$2,800--
Total Liabilities$127,270$64,387▼ $62,883
Net Assets / Fund Balance
Unrestricted Net Assets$-12,548$-13,974▼ $1,426
Total Net Assets Fund Balance$-12,548$-13,974▼ $1,426
Total Liabilities and Net Assets / Fund Balance$114,722$50,413▼ $64,309
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Barbara ButzPresidentPT$23,950$23,950

Board Members and Trustees

NameTitle
Anthony JonesDirector
Daman WandkeDirector
Derek ShieldsDirector
Eric GluntDirector
Gary GoosmanDirector
John KempDirector
Kristen WillardDirector
Nancy StarnesDirector
Rayna AylwardDirector
Sharon McconeDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$154,628
Program Service Revenue
$29,289
Investment Income
$0
Other Revenue
$0
All Other Contributions
$137,529
Change in Net Assets
$-1,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$140,043
Other Expenses$38,300
Grants and Similar Amounts Paid$7,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$116,093$0$0$116,093
Travel$24,228$0$0$24,228
Current Officers, Directors, Trustees, and Key Employees$23,950$0$0$23,950
Grants to Domestic Orgs$7,000--$7,000
Information Technology$4,940$869$0$5,809
Office Expenses$2,325$2,014$0$4,339
Fees for Services Accounting$0$2,074$0$2,074
Insurance$0$1,850$0$1,850
Total Functional Expenses$178,536$6,807$0$185,343
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Partners for Youth with DisabilitiesBoston, MA501 (c)(3)To support mentoring activities for youth with disabilities by creating the National Disability Mentoring Coalition. Two PolicyWorks board members are leading this initiative.$7,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
Filing and Contact Details

Filer

Filer Name
Policy Works Inc
EIN
80-0637699
Phone
8504216605
Address
4220 NATURAL BRIDGE ROAD, TALLAHASSEE, FL 32305

Signing Officer

Name
Barbara Butz
Title
President
Phone
8504216605
Signed
2016-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Butz
Formed
2010
Legal Domicile
Fl
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Kelley King & Associates Pa
Address
1549 COLONIAL DRIVE, TALLAHASSEE, FL 32303
Preparer
Tina L King
Phone
8506817300
Supplemental Narrative

Additional Explanations

Pt III, Line 2

Several new programs were launched based on new grants received.

Pt VI, Line 11B

The president reviews and approves the 990, prepared by a CPA, prior to filing.

Pt VI, Line 12C

All officers and directors are required to comply and provide written statements during annual meeting.

Form 990EZ, Part I, Line 16

IT Server & Website

Form 990EZ, Part I, Line 16

Travel

Form 990EZ, Part I, Line 16

Conferences

Form 990EZ, Part I, Line 16

Insurance

Form 990EZ, Part I, Line 16

Office & Miscellaneous

Form 990EZ, Part I, Line 16

Communication

Form 990, Part III, Line 4D

Policy Works, in collaboration with SSA, DOL and 15 states, have developed 17099. 0. 17099.

Form 990, Part III, Line 4D

Program consulting to other nonprofits, mentorships and other programs. 24349. 0. 30640.

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IRS990/ProgSrvcAccomActy2Grp/Desc0NATIONAL YOUTH TRANSITIONS AND ITS YOUTH TRANSITION COLLABORATIVE ARE A CENTRAL RESOURCE TO ASSIST YOUNG PEOPLE WITH DISABILITIES AND CHRONIC ILLNESS AS THEY MOVE FROM SCHOOL TO ADULTHOOD AND THE WORLD OF WORK. THE HSC FOUNDATION SUPPORTS THIS WORK AND SEVERAL OTHER DISABILITY-RELATED PROGAM INITIATIVES. POLICYWORKS WORKED WITH THE NYTC TO DEVELOP A TRANSITION TOOLKIT FOR YOUTH WITH DISABILITIES THAT SITS ON THE POLICYWORKS WEBSITE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Policy Works, in collaboration with SSA, DOL and 15 states, have developed electronic tools to help make SSA's Ticket to Work and other federal programs easier for local electronic tools to help make SSA's Ticket to Work and other federal programs easier for local electronic tools to help make SSA's Ticket to Work and other federal programs easier for local electronic tools to help make SSA's Ticket to Work and other federal programs easier for local
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Program consulting to other nonprofits, mentorships and other programs.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Millbank Foundation Grant 2011: 0. 2012: 9181. 2013: 29892. 2014: 11467. 2015: 0. Description: The California Wellness Foundation Grant 2011: 0. 2012: 3000. 2013: 101318. 2014: 77340. 2015: 19983. Description: Program Consulting 2011: 0. 2012: 0. 2013: 0. 2014: 0. 2015: 29289.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0134645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0134697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt052005
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0118852
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0460382
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt049272
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt088807
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0131210
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012181
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0281470
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62060
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0460382
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0134645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0134697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt052005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0118852
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020183
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0460382
IRS990ScheduleA/TotalSupportAmt0741852
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support mentoring activities for youth with disabilities by creating the National Disability Mentoring Coalition. Two PolicyWorks board members are leading this initiative.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Partners for Youth with Disabilities
IRS990ScheduleI/RecipientTable/RecipientEIN0222627798
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt095 Berkley Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Boston
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002116
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Several new programs were launched based on new grants received.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The president reviews and approves the 990, prepared by a CPA, prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All officers and directors are required to comply and provide written statements during annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IT Server & Website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Office & Miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Communication
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Policy Works, in collaboration with SSA, DOL and 15 states, have developed 17099. 0. 17099.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Program consulting to other nonprofits, mentorships and other programs. 24349. 0. 30640.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0114722
IRS990/TotalAssetsEOYAmt050413
IRS990/TotalAssetsGrp/BOYAmt0114722
IRS990/TotalAssetsGrp/EOYAmt050413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0154628
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178536
IRS990/TotalFunctionalExpensesGrp/TotalAmt0185343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0127270
IRS990/TotalLiabilitiesEOYAmt064387
IRS990/TotalLiabilitiesGrp/BOYAmt0127270
IRS990/TotalLiabilitiesGrp/EOYAmt064387
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-12548
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-13974
IRS990/TotalOtherProgSrvcExpenseAmt041448
IRS990/TotalOtherProgSrvcRevenueAmt047739
IRS990/TotalProgramServiceExpensesAmt0178536
IRS990/TotalProgramServiceRevenueAmt029289
IRS990/TotalReportableCompFromOrgAmt023950
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183917
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0114722
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt050413
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt024228
IRS990/TravelGrp/TotalAmt024228
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-12548
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-13974
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04220 NATURAL BRIDGE ROAD
IRS990/USAddress/CityNm0TALLAHASSEE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032305
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0http://disabilitypolicyworks.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA BUTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08504216605
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POLICY WORKS INC
ReturnHeader/Filer/BusinessNameControlTxt0POLI
ReturnHeader/Filer/EIN0800637699
ReturnHeader/Filer/PhoneNum08504216605
ReturnHeader/Filer/USAddress/AddressLine1Txt04220 NATURAL BRIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0TALLAHASSEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY KING & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01549 COLONIAL DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TALLAHASSEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032303
ReturnHeader/PreparerPersonGrp/PhoneNum08506817300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TINA L KING
ReturnHeader/ReturnTs02016-08-04T14:34:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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