HOLISTIC PLAN OF CARE INC

EIN: 814730181 501(c)(3) Human Services

Monticello, FL

Total Revenue
$1,479,904
Total Expenses
$759,904
Total Assets
$720,000
Net Assets
$720,000
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
FL
Principal Officer
BARBARA REDDICK I
Tax Period
2020-01-01 to 2020-12-31

HOLISTIC PLAN OF CARE INC, founded in 2000, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2020. The organization ran a surplus of $720K, a strong 49% operating margin.

Mission

TO PROVIDE ASSISTANCE TO THE LOSS AND FORGOTTEN. TO TREAT THE WHOLE PERSON WITH DIGNITY AND RESPECT AND IN DOING SO,SUPPORTING IN THEIR EFFORTS TO REORDER AND RECLAIM THEIR LIVES, ONE INDIVIDUAL, ONE FAMILY,AND ONE COMMUNITY AT A TIMEWE WILL SERVE AND PROVIDE COUNSELING...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,479,904
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,479,904

Expense Breakdown

Grants Paid $0
Salaries & Benefits $720,000
Fundraising Expenses $0
Program Expenses $759,904
Other Expenses $39,904
TOTAL EXPENSES $759,904

Year-over-Year Comparison

2020 2019 Change
Revenue $1,479,904 N/A N/A
Expenses $759,904 N/A N/A
Net Income $720,000 N/A N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
1
$0
Key Employees
1
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARBARA REDDICK I OWNER 0.00
Officer Director Key Emp Highest
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2020 $1,479,904 $759,904 $720,000 $720,000
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