Civic Intelligence

Holistic Plan of Care Inc

EIN 81-4730181 • 501(c)3 • Tallahassee, FL

Profile

To help give individuals a voice

113 South Monroe StreetTallahassee, FL 32303

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

43%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$15,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-35%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

77%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$86,753

Down $46,290 (-35%) from 2023

Liabilities

Down

$0

Down $117,960 (-100%) from 2023

Net Assets

Up

$86,753

Up $71,670 (+475%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin87th percentile

Revenue

Up

$168,000

Up $72,977 (+77%) from 2023

Expenses

Down

$96,330

Down $21,630 (-18%) from 2023

Net Income

Up

$71,670

Up $94,607 (+412%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2017: $100Liabilities 2017: $02017Assets 2019: $3,600Liabilities 2019: $02019Assets 2020: $720,000Liabilities 2020: $0Net Assets 2020: $720,0002020Assets 2022: $78,020Liabilities 2022: $81,910Net Assets 2022: -$3,8902022Assets 2023: $133,043Liabilities 2023: $117,960Net Assets 2023: $15,0832023Assets 2024: $86,753Liabilities 2024: $0Net Assets 2024: $86,7532024

Highlighted filing

2024

Assets$86,753
Liabilities$0
Net Assets$86,753
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $2,100Expenses 2017: $2,000Net Income 2017: $1002017Revenue 2019: $3,500Expenses 2019: $0Net Income 2019: $3,5002019Revenue 2020: $1,479,904Expenses 2020: $759,904Net Income 2020: $720,0002020Revenue 2022: $60,000Expenses 2022: $88,210Net Income 2022: -$28,2102022Revenue 2023: $95,023Expenses 2023: $117,960Net Income 2023: -$22,9372023Revenue 2024: $168,000Expenses 2024: $96,330Net Income 2024: $71,6702024

Highlighted filing

2024

Revenue$168,000
Expenses$96,330
Net Income$71,670
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,753
Liabilities
$0
Net assets
$86,753
Revenue
$168,000
Expenses
$96,330
Net income
$71,670
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.17$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.12$0.02$0.10$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.00$0.06$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.48$0.76$0.72
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$168,000
Mission and Program Overview

Mission

To help give individuals a voice

To help give families reunification.

Program Services

DescriptionGrantsExpenses
TO HELP GIVE FAMILIES REUNIFICATION.$12,000$12,000
TO HELP GIVE FAMILIES REUNIFICATION.$10,000$10,000
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAYLA KOONCEIntake SpecialistPT$15,000-$15,000
AMY N CHARLESOffice ManagerPT$15,000-$15,000
ANGELICA COLSONIntake SpecialistPT$14,000-$14,000
TARASHA PERRYOffice ManagerPT$4,700-$4,700
KEEVA MCGHEE ITItPT$360-$360
LINDA PAYTONOffice ManagerPT$250-$250
ANNIE BERRYMcap ImhsPT$250-$250
Filing and Contact Details

Filer

Filer Name
Holistic Plan of Care Inc
EIN
81-4730181
In Care Of
% BARBARA THOMAS
Phone
8502017105
Address
113 SOUTH MONROE STREET, Tallahassee, FL 32303

Signing Officer

Name
Barbara Thomas
Title
officer
Phone
8504043139
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Green Tree Accounting and TaxLLC
Address
325 John Knox Road Bldg C Ste 117, Tallahassee, FL 32301
Preparer
Nikela Shuman
Phone
8509600210
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountCLIENT PAY 120,000CONSULTANT 26,000”

Description of other expenses Part I line 16

“Description AmountSUNBIZ 80DEPT OF AGRICULTURE 150LIABILTY 1,650CERTIFICATION 150DCF LICENSURE 2,200PROFESSIONAL INSURANCE 175”

Description of other assets Part II line 24

“Category Beginning of Year End of YearPROGRAM SERVICE INCOME 75,023 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearSUPPLIES 11,900 0ADVERTISING 4,000 0LIABILLITY 1,100 0CERTIFICATION 1,000 0ACCREDITATION 1,000 0BANK FEES 1,000 0SALARIES 68,120 0RENT 29,840 0”

Raw XML Appendix184 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6IT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/TotalExpensesAmt096330
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountCLIENT PAY 120,000CONSULTANT 26,000
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08504043139
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLISTIC PLAN OF CARE INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLI
ReturnHeader/Filer/EIN0814730181
ReturnHeader/Filer/InCareOfNm0% BARBARA THOMAS
ReturnHeader/Filer/PhoneNum08502017105
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 SOUTH MONROE STREET
ReturnHeader/Filer/USAddress/CityNm0Tallahassee
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Green Tree Accounting and TaxLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 John Knox Road Bldg C Ste 117
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
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ReturnHeader/PreparerPersonGrp/PhoneNum08509600210
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NIKELA SHUMAN
ReturnHeader/ReturnTs02025-07-29T19:17:47-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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