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THE HOLISTIC PLAN OF CARE INC - Florida Company Profile

Company Details

Entity Name: THE HOLISTIC PLAN OF CARE 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: 19 Dec 2016 (8 years ago)
Last Event: AMENDMENT
Event Date Filed: 15 Sep 2017 (8 years ago)
Document Number: N16000012078
FEI/EIN Number 814730181

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

Address: 113 SOUTH MONROE STREET, 112, TALLAHASSEE, FL, 32301
Mail Address: 50 MISSION TRAIL, MONTICELLO, FL, 32344
ZIP code: 32301
County: Leon
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
JP GOLDSMITH FINANCIAL SERVICES INC Agent -
Thomas-Reddick Barbara Chief Executive Officer 113 SOUTH MONROE STREET, Tallahassee, FL, 32301
NOVA ALFREDO Treasurer 1634 N PLAZA DRIVE, TALLAHASSEE, FL, 32308
KOONCE ALEX President 50 Mission Trail, MONTICELLO, FL, 32344
COLSON MONIQUE Chief Financial Officer 1747 Captial Circle NE #1107, Tallahassee, FL, 32308

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000059279 HOLISTIC PLAN OF CARE, INC. ACTIVE 2022-05-10 2027-12-31 - 113 SOUTH MONROE STREET, TALLAHASSEE, FL, 32301
G17000139164 SHERIFF HOBBS "BEHIND THE BADGE" FOUNDATION EXPIRED 2017-12-20 2022-12-31 - 1155 N. JEFFERSON ST., MONTICELLO, FL, 32344

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2022-08-09 113 SOUTH MONROE STREET, 112, TALLAHASSEE, FL 32301 -
CHANGE OF PRINCIPAL ADDRESS 2021-08-09 113 SOUTH MONROE STREET, 112, TALLAHASSEE, FL 32301 -
AMENDMENT 2017-09-15 - -

Documents

Name Date
ANNUAL REPORT 2024-08-09
ANNUAL REPORT 2023-03-31
ANNUAL REPORT 2022-02-26
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-06-16
ANNUAL REPORT 2019-09-27
ANNUAL REPORT 2018-04-30
Amendment 2017-09-15
Domestic Non-Profit 2016-12-19

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
81-4730181 Corporation Unconditional Exemption 113 S MONROE ST, TALLAHASSEE, FL, 32301-1529 2016-12
In Care of Name -
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 normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 100,000 to 499,999
Income 25,000 to 99,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 133043
Income Amount 95023
Form 990 Revenue Amount 95023
National Taxonomy of Exempt Entities Human Services: Victims' Services
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_81-4730181_HOLISTICPLANOFCAREINC_12192016.tif

Form 990-N (e-Postcard)

Organization Name HOLISTIC PLAN OF CARE INC
EIN 81-4730181
Tax Year 2021
Beginning of tax period 2021-01-01
End of tax period 2021-12-31
Gross receipts not greater than $50000 Yes
Organization has terminated No
Mailing Address 113 S Monroe St, Tallahassee, FL, 32301, US
Principal Officer's Name Barbara Thomas Reddick
Principal Officer's Address 50 Mission Trail, Monticello, FL, 32344, US

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

Organization Name HOLISTIC PLAN OF CARE INC
EIN 81-4730181
Tax Period 202312
Filing Type E
Return Type 990EZ
File View File
Organization Name HOLISTIC PLAN OF CARE INC
EIN 81-4730181
Tax Period 202212
Filing Type E
Return Type 990EZ
File View File
Organization Name HOLISTIC PLAN OF CARE INC
EIN 81-4730181
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name HOLISTIC PLAN OF CARE INC
EIN 81-4730181
Tax Period 201812
Filing Type P
Return Type 990EZ
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3455868600 2021-03-17 0491 PPP 1155 N Jefferson St, Monticello, FL, 32344-2246
Loan Status Date 2021-10-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 150000
Loan Approval Amount (current) 150000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Monticello, JEFFERSON, FL, 32344-2246
Project Congressional District FL-02
Number of Employees 10
NAICS code 541618
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 150616.67
Forgiveness Paid Date 2021-09-07

Date of last update: 03 Apr 2025

Sources: Florida Department of State