2024-10-21T19:14:40+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 352508744 Avow Inc AVOW 2392614404 1095 Whippoorwill Lane Naples FL 34105 PHYLLIS HALL CFO 2392614404 2024-10-22 true Brittney Kocaj P01320603 9542028600 2024-10-22 2023 2024-10-15 13:58:12Z Jaysen Roa 1095 Whippoorwill Lane Naples FL 34105 0 false X WWW.AVOWCARES.ORG X 2014 FL AVOW creates peace of mind by providing compassionate care and support to those in need and to be the community's choice for support throught life's transitions. Avow, Inc,. fulfulls this mission and vision through its support of the activities of its tax-exempt subsidiaries. 12 11 0 13 0 0 0 0 0 0 0 0 0 0 0 0 0 2813 4616 2813 4616 -2813 -4616 58778804 69507018 2446 2784 58776358 69504234 The principal purpose of Avow Inc., is to support the Avow group of affiliates. Avow Inc. supports Avow Hospice, Inc., Avow Care Services Inc., Avow Foundation Inc. and Avow Real Estate Inc.The principal purpose of Avow Inc., is to support the Avow group of affiliates. Avow Inc. supports Avow Hospice, Inc., Avow Care Services Inc., Avow Foundation Inc. and Avow Real Estate Inc. false false 0 0 AVOW INC. IS THE PARENT COMPANY TO THE AVOW GROUP OF AFFILIATES IN WHICH AVOW INC. SUPPORTS AVOW HOSPICE, INC., AVOW FOUNDATION AND AVOW CARE SERVICES INC., AS THEY CARRY OUT THEIR MISSION BY PROVIDING PALLIATIVE AND SUPPORTIVE CARE SERVICES. Avow creates peace of mind by providing compassionate care and support to those who need us. THE PALLIATIVE AND SUPPORTIVE CARE SERVICE ENFOLDS OUR PATIENTS AND FAMILIES IN A CARE PLAN THAT INCLUDES MEDICAL SERVICES, COMPLEMENTARY THERAPIES, SPIRITUAL CARE, bereavement, children's bereavement programs, GRIEF SUPPORT AND SOCIAL SUPPORT WITH RESPECT TO OUR PATIENTS' INDEPENDENCE, FREEDOM OF CHOICE AND RIGHT TO MAKE THEIR OWN DECISIONS ABOUT THEIR END-OF-LIFE CARE. FOR THOSE WITH SPECIAL NEEDS, A COMFORTABLE INPATIENT FACILITY WITH PRIVATE ROOMS IS PROVIDED. THE SERVICES ARE PROVIDED REGARDLESS OF THE ABILITY TO PAY. 0 true false false false false false false false true false false true false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true 0 0 0 false false false false false false false false false false false false X 12 11 true false false false false false false true true false false true true true true true true false false false FL X Phyllis Hall 2392614404 1095 Whippoorwill Lane Naples FL 34105 Charles Hoffman Chair 0.1 2.6 X X 0 0 0 Darren Gersch Treasurer 0.1 1.6 X X 0 0 0 Jaysen Roa President and CEO 1.0 49.0 X X 0 404006 27854 Kathryn Schillreff Rev Vice Chair 0.1 1.9 X X 0 0 0 Patrick Neale Secretary 0.1 1.6 X X 0 0 0 Cherry Smith Director (Ending April 2023) 0.1 0.3 X 0 0 0 Clifford Olson Director 0.1 0.6 X 0 0 0 Dana Hall Director (Beginning July 2023) 0.1 0.2 X 0 0 0 Gerald Lanz Director 0.0 0.0 X 0 0 0 Kim Borselli Director (Beginning October 2023) 0.1 0.2 X 0 0 0 Patrick Martin Director 0.1 1.6 X 0 0 0 Roger Lipitz Director (Ending April 2023) 0.1 0.4 X 0 0 0 Russell Budd Director 0.1 0.6 X 0 0 0 Vipul Grover Director (Ending February 2023) 0.1 0.2 X 0 0 0 Kerri Ervin Chief Compliance Officer 0.2 42.8 X 0 187484 34825 Phyllis Hall Chief Financial Officer 1.0 49.0 X 0 237659 25375 Rebecca Gatian Chief Clinical Officer 0.2 49.8 X 0 200662 38308 0 1029811 126362 0 false true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2642 2642 1462 0 1462 0 206 206 LICENSES, FEES & SUBSCRIPTIONS 306 306 0 0 0 0 4616 0 4616 0 40680 36401 0 0 0 0 0 0 0 0 0 58738124 69470617 0 0 58778804 69507018 2446 2784 0 0 0 0 2446 2784 X 33701741 36446954 25074617 33057280 58776358 69504234 58778804 69507018 X -4616 10732492 X false true X true false X X 2 AVOW HOSPICE INC 592201250 9 true 0 0 AVOW CARE SERVICES INC 274127864 9 true 0 0 2 0 0 true false false false false false false false false false false false false false false true true true X true true Schedule A, Part IV, Section D, Line 3 Supp. Org. Have Significant Voice In Investment Policies All of the individuals that served on Avow Hospice, Inc. Board of Directors also served on the Board of Directors of Avow, Inc. and Avow Care Services, Inc. As a result of the board overlap between Avow, Inc. and its supported organizations, the supported organizations have a significant voice in how Avow, Inc. managed and used its assets. Schedule A, Part IV, Section E, Line 3a Power To Appoint/Elect Majority of Officer/Director/Trustee Avow, Inc. served as parent organization of the supported organizations having the power to appoint and remove the directors and officers of the supported organizations. Schedule A, Part IV, Section E, Line 3b Substantial Direction Over Policies/Programs/Activities Avow, Inc. has the power to approve the strategic plan, operating and capital plans and budgets, and other significant transactions of the supported organizations, per the Bylaws of each supported organization. 5100578 559463 886120 6546161 5073501 310000 -282923 5100578 3899054 620000 569075 14628 5073501 3285797 100000 513257 3899054 2488955 810244 13402 3285797 0.0 0.66 0.34 false true true Interest in Affiliated Entities 69470617 F 69470617 Payables to Related Parties 0 X Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE USED TO SUPPORT THE GENERAL OPERATIONS AND PROGRAM SERVICES OF AVOW HOSPICE, A RELATED TAX EXEMPT ENTITY. AVOW FOUNDATION, INC. HOLDS THE ENDOWMENTS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2023 AND 2022 false false false false false false false false false Jaysen Roa President and CEO 0 326248 0 54358 0 23400 0 13200 0 14654 0 431860 0 0 Kerri Ervin Chief Compliance Officer 0 179647 0 7837 0 0 0 7659 0 27166 0 222309 0 0 Rebecca Gatian Chief Clinical Officer 0 165867 0 17006 0 17789 0 7431 0 30877 0 238970 0 0 Phyllis Hall Chief Financial Officer 0 222030 0 15629 0 0 0 9082 0 16293 0 263034 0 0 Schedule J, Part I, Line 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION Compensation for the organization's president is paid by Avow Hospice, Inc., a related tax exempt organization. Avow Hospice, Inc. uses the following methods to determine the president's compensation: -Compensation committee -Form 990 of other organizations -Compensation survey or study -Independent compensation consultant -Approval by the board or compensation committee Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS IS PAID BY AVOW HOSPICE, INC., A RELATED TAX EXEMPT ORGANIZATION. The Executive Committee of the Board of Directors reviews the compensation of the Chief Executive Officer on an annual basis to establish a reasonable and customary compensation plan. The review includes a comparative analysis of relevant not-for-profit peer group executives. The review is documented in the Executive Committee Board of Directors meeting minutes and communicated to the full Board of Directors at the subsequent scheduled regular Board of Directors meeting. The process was last undertaken during March of 2023. BECAUSE THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS ARE NOT PAID BY THE FILING ORGANIZATION, THE FORM 990 INSTRUCTIONS REQUIRE THIS TO BE ANSWERED "NO". Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES Compensation for the Organization's other officers and key employees is paid by Avow Hospice, Inc., a related tax exempt organization. The Chief Executive Officer is responsible for and reviews the compensation of officers and executive staff on an annual basis for reasonableness. The review includes a comparative analysis of relevant not-for-profit peer groups including utilization of salary surveys and an independent compensation consultant. Compensation decisions are documented with the annual reviews of the relevant staff and documented in each employee file. BECAUSE THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS ARE NOT PAID BY THE FILING ORGANIZATION, THE FORM 990 INSTRUCTIONS REQUIRE THIS TO BE ANSWERED "NO". Form 990, Part VI, Line 1a Delegate broad authority to a committee The executive committee shall consist of the board officers and President & CEO, as well as up to two other directors who will serve at the discretion of the chairperson. The Executive Committee shall monitor all, and may intervene in any, matters pertaining to the management of AVOW, INC. and be the only committee empowered to exercise the full authority of the board. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Phyllis Hall and Charles Hoffman - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is reviewed by the Chief Executive Officer and the Chief Financial Officer in detail. A copy of the Form 990 is provided to every member of the governing body prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE QUESTIONNAIRE AND RESPONSES ARE REVIEWED BY THE ORGANIZATIONS PRESIDENT/CEO. ANY DISCLOSURES ARE DISCUSSED WITH THE BOARD CHAIR. IF AN INDIVIDUAL HAS ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THE INDIVIDUAL WITH THE CONFLICT IS EXCUSED FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON MATTERS RELATED TO THE CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION. Form 990, Part IX, Line 11g Other Fees Contract Service - Total Expense: 1462, Program Service Expense: , Management and General Expenses: 1462, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Net Income of Affiliated Entities - 10732492; AVOW HOSPICE INC 1095 WHIPPOORWILL LANE Naples FL 34105 592201250 Hospice FL 501(c)(3) 10 Avow Inc true AVOW FOUNDATION 1095 WHIPPOORWILL LANE Naples FL 34105 465736467 Fundraising FL 501(c)(3) 7 Avow Inc true AVOW CARE SERVICES INC 1205 WHIPPOORWILL LANE Naples FL 34105 274127864 Palliative Care FL 501(c)(3) 10 Avow Inc true AVOW REAL ESTATE INC 1096 Whippoorwill Lane Naples FL 34106 811068780 Real Estate FL 501(c)(2) Avow Inc true Avow Home Care Inc 1095 WHIPPOORWILL LANE Naples FL 34105 465763260 Home Health Care FL Avow Inc C Corporation 0 0 1 true false false false false false false false false false false false false false true true true false false false