2024-10-21T19:14:05+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 592201250 AVOW Hospice 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 31547863 false X www.avowcares.org X 1982 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 Hospice fulfulls this mission and vision through its ample programs and services including hospice care and bereavement and loss support for all ages available to the community at-large. 12 11 324 137 0 0 3255639 1523667 26955863 29930562 35461 4097 57256 50603 30304219 31508929 0 0 19484800 20324464 0 0 10126049 9894780 29610849 30219244 693370 1289685 26503003 34439083 2853506 2883897 23649497 31555186 TO PROVIDE A CONTINUATION OF HOME OUTPATIENT AND HOME-LIKE INPATIENT PALLIATIVE AND SUPPORTIVE CARE TO PATIENTS AND FAMILIES OF PATIENTS WITH LIFE-LIMITING ILLNESSES. false false 23278032 29974854 AVOW HOSPICE 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 SERVICES, 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. DURING 2023, THE ORGANIZATION PROVIDED CARE TO 2387 PATIENTS. 23278032 true true false true false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false true false false false false false false true false false false true 50 0 true 324 true false false false false false false false false false false false false X 12 11 true false false false true true true true true false false true true true true true true true true false FL X Phyllis Hall 2392614404 1095 Whippoorwill Lane Naples FL 34105 Charles Hoffman Chair 1.4 1.3 X X 0 0 0 Darren Gersch Treasurer 0.8 0.9 X X 0 0 0 Jaysen Roa President and CEO 20.0 30.0 X X 404006 0 27854 Kathryn Schillreff Rev Vice Chair 1.0 1.0 X X 0 0 0 Patrick Neale Secretary 0.8 0.9 X X 0 0 0 Cherry Smith Director (Ending April 2023) 0.2 0.2 X 0 0 0 Cindy Schingler Director 0.1 0 X 0 0 0 Clifford Olson Director 0.5 0.2 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 1.5 0.2 X 0 0 0 Roger Lipitz Director (Ending April 2023) 0.1 0.4 X 0 0 0 Russell Budd Director 0.5 0.2 X 0 0 0 Vipul Grover Director (Ending February 2023) 0.1 0.2 X 0 0 0 Kerri Ervin Chief Compliance Officer 40.0 3.0 X 187484 0 34825 Phyllis Hall Chief Financial Officer 20.0 30.0 X 237659 0 25375 Rebecca Gatian Chief Clinical Officer 48.0 2.0 X 200662 0 38308 Cynthia Nehrkorn MD VP Medical Services 40.0 0 X 279080 0 49960 Alexander Suvorov Dirctor of Information Technology 50.0 0 X 125805 0 24764 Christine Billi Senior Clinical Director 45.0 0 X 109861 0 34667 Dawn Kolderman MD Senior Clinical Director 45.0 0 X 109082 0 33144 Elizabeth Barley Nurse Practioner 40.0 0 X 142738 0 35895 1796377 0 304792 18 false true false Core Medical Group PO Box 306478 Nashville TN 372306478 Traveling Nurses 1096508 Melissa A Gibson 13772 Cleto Drive Estero FL 33928 Physician Services 177746 1 1518667 5000 1523667 net patient service revenue 621610 29064928 29064928 support to affiliates 900099 865634 865634 0 0 0 0 29930562 8420 8420 6311 6311 0 6311 6311 27993 6618 29108 9826 -1115 -3208 -4323 -4323 Miscellaneous Income 900099 44292 44292 0 0 0 0 44292 31508929 29974854 0 10408 X 1485213 698658 786555 0 72719 0 72719 14699951 12381512 2318439 261078 190330 70748 2611822 2005263 606559 1193681 979263 214418 147836 56914 90922 85437 85437 39 39 3612906 3150925 461981 0 265638 1789 263849 1486564 1199370 287194 1608597 941632 666965 463680 378286 85394 79116 39229 39887 3758 3758 208694 82063 126631 Licenses, Fees, & Subscriptions 778733 487994 290739 Medical Supplies 367602 357687 9915 Nursing Home Room and Board 215074 215074 Phone system 151080 0 151080 420026 112043 307983 0 30219244 23278032 6941212 0 1084536 334955 0 1005360 2975860 3988947 0 0 0 0 0 283828 311349 3516621 2704635 822860 811986 23399 22859 0 0 21312520 27963627 26503003 34439083 2842985 2857820 0 3000 0 0 -3930 -2987 0 14451 26064 2853506 2883897 X 4301399 3685096 19348098 27870090 23649497 31555186 26503003 34439083 X 1289685 3271 6612733 X false true X true false X 1188930 2639915 3143865 3255639 1523667 11752016 22856642 24595192 26346135 26955863 29930562 130684394 0 0 0 0 0 0 0 0 24045572 27235107 29490000 30211502 31454229 142436410 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 142436410 11580 4739 3082 17094 14731 51226 0 11580 4739 3082 17094 14731 51226 0 20736 18195 13736 55867 44292 152826 24077888 27258041 29506818 30284463 31513252 142640462 0.9986 0.9983 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 20736.0, COLUMN B - 18195.0, COLUMN C - 13736.0, COLUMN D - 55867.0, COLUMN E - 44292.0, COLUMN F - 152826.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 212 false true 2620 2832 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION PAYS DUES TO THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION, National Partnership for Healthcare and Hospice Innovation AND THE FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THOSE DUES ARE USED FOR LOBBYING. Members of the leadership team met with or called state and federal represenatative regarding pending legislation affecting the industry. 4572992 158726 803295 5535013 4842821 -269829 4572992 3787386 520000 550063 14628 4842821 3285797 501589 3787386 2488955 0 810244 13402 3285797 0.0 0.67 0.33 false true true 32561 14609 17952 3385784 2690026 695758 98276 0 98276 811986 INTEREST IN AFFILIATED ENTITIES 27870091 DUE FROM AFFILIATES 93536 DEPOSITS 0 27963627 gift annuity payable 7990 DUE TO AFFILIATE 18074 26064 X Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds can be used to support the general operations and program services of Avow Hospice. 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. X X X X X false false false false false false false true false Jaysen Roa President and CEO 326248 0 54358 0 23400 0 13200 0 14654 0 431860 0 0 0 Kerri Ervin Chief Compliance Officer 179647 0 7837 0 0 0 7659 0 27166 0 222309 0 0 0 Rebecca Gatian Chief Clinical Officer 165867 0 17006 0 17789 0 7431 0 30877 0 238970 0 0 0 Phyllis Hall Chief Financial Officer 222030 0 15629 0 0 0 9082 0 16293 0 263034 0 0 0 Cynthia Nehrkorn MD VP Medical Services 267274 0 6325 0 5481 0 11177 0 38783 0 329040 0 0 0 Elizabeth Barley Nurse Practioner 137298 0 190 0 5250 0 3068 0 32827 0 178633 0 0 0 Alexander Suvorov Dirctor of Information Technology 119295 0 1855 0 4655 0 5076 0 19688 0 150569 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The bonuses paid were discretionary as determined by the President/CEO. The bonus paid to the President/CEO was based on meaningful quantitative goals to advance Avow patient and family satisfaction, market share and organizational stewardship. BRAD GATIAN HUSBAND OF REBECCA GATIAN 72719 EMPLOYMENT false Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee consists of the Board officers , President & CEO, as well as, any other directors appointed by the Chairman of the Board. The Executive Committee monitors all, and may intervene in any matters pertaining to the management of Avow. In the event of a catastrophic event, or in the case of an operational emergency requiring immediate Board action to protect the interests of Avow, and in the absence of the ability to communicate with or gather a quorum of the Board, the Executive committee is empowered to act on the Board's behalf. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Phyllis Hall and Charles Hoffman - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders AVOW INC., A FLORIDA NOT FOR PROFIT CORPORATION ("MEMBER"), IS THE SOLE MEMBER OF THE CORPORATION. THE SOLE MEMBER SHALL HAVE AND EXERCISE CERTAIN RIGHTS AND CERTAIN POWERS RELATED TO THE CORPORATION SET FORTH IN THE CORPORATION'S BYLAWS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER OF THE CORPORATION, AVOW INC., SHALL HAVE THE RIGHT TO APPOINT AND REMOVE THE CHAIRPERSON AND THE DIRECTORS OF THE CORPORATION WITH OR WITHOUT CAUSE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER OF THE CORPORATION, AVOW INC., SHALL HAVE THE RIGHT TO OVERSEE ANY DECISIONS AND APPROVE THE OVERALL STRATEGIC PLAN OF THE CORPORATION TO CARRY OUT COMPLIANCE WITH ITS MISSION. The following powers are reserved to the member: (i) Adopt, amend, modify or restate the Articles of Incorporation of Avow, in whole or in part, or if the Member receives a recommendation by the Board of Directors of Avow as to any such action, approve such action as recommended; (ii) Adopt, amend, modify or restate these Bylaws, in whole or in part, or if the Member receives a recommendation by the Board of Directors of Avow as to any such action, approve such action as recommended; (iii) Appoint and remove the directors of Avow, with or without cause; (iv) Appoint and remove the President & CEO, Chairman of the Board, Treasurer, and Secretary of Avow; (v) Approve the official interpretation of the philosophy and mission of Avow; (vi) Approve the strategic plan of Avow; (vii) Approve the annual operating and capital plans and budgets of Avow; (viii) Approve and authorize the adoption of a plan of merger or consolidation; (ix) Initiation of any action necessary to preserve the Member's tax-exempt status and/or to prevent any action of Avow from jeopardizing the tax-exempt status of the Member; (x) Unless previously approved by the Member as part of the operating or capital budget, approve and authorize the encumbrance, lease of real property, sale, or other transfer of assets of Avow (xi) Approve and authorize the selection or removal of Avow's independent auditor or legal counsel; (xii) Approve and authorize the initiation of litigation or settlement of material litigation in which Avow is the plaintiff or defendant; and (xiii) Approve and authorize any grants or distributions in excess of $5,000 to be made by Avow to organizations other than the Member or qualifying not for profit, tax-exempt subsidiaries of the Member. 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 15a Process to establish compensation of top management official 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. Form 990, Part VI, Line 15b Process to establish compensation of other employees 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. 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 Patient Transportation - Total Expense: 143695, Program Service Expense: 143695, Management and General Expenses: , Fundraising Expenses: ; Imaging Services - Total Expense: 21097, Program Service Expense: 21097, Management and General Expenses: , Fundraising Expenses: ; Labs and Diagnostics - Total Expense: 13778, Program Service Expense: 13778, Management and General Expenses: , Fundraising Expenses: ; Drugs- Fees for services - Total Expense: 1237240, Program Service Expense: 1237240, Management and General Expenses: , Fundraising Expenses: ; Contract Labor - Physicians, RN, LPN, Therapy, Pharmacist - Total Expense: 1495464, Program Service Expense: 1495464, Management and General Expenses: , Fundraising Expenses: ; Contract Labor -Linen Services - Total Expense: 67065, Program Service Expense: 66985, Management and General Expenses: 80, Fundraising Expenses: ; Contract Labor - Other - Total Expense: 9797, Program Service Expense: 8947, Management and General Expenses: 850, Fundraising Expenses: ; Contract Services -other - Total Expense: 587383, Program Service Expense: 151723, Management and General Expenses: 435660, Fundraising Expenses: ; Contract Services-Therapy - Total Expense: 8746, Program Service Expense: 8746, Management and General Expenses: , Fundraising Expenses: ; Consulting - Total Expense: 28641, Program Service Expense: 3250, Management and General Expenses: 25391, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Beneficial Interest in Foundation - 6612733; AVOW CARE SERVICES INC 1205 WHIPPOORWILL LANE NAPLES FL 34105 274127864 Palliative Care FL 501(c)(3) 10 AVOW INC false Avow Foundation 1095 WHIPPOORWILL LANE NAPLES FL 34105 465736467 Fundraising FL 501(c)(3) 7 Avow Inc false Avow Inc 1095 WHIPPOORWILL LANE NAPLES FL 34105 352508744 Parent Company FL 501(c)(3) Type III-FI NA false Avow Real Estate Inc 1096 Whippoorwill Lane Naples FL 34106 811068780 Real Estate FL 501(c)(2) Avow Inc false Synthase Inc 1095 Whippoolwill Lane Naples FL 34105 873497572 supporting organization FL 501(c)(3) Type I NA false Avow Home Care Inc 1095 WHIPPOORWILL LANE NAPLES FL 34105 465763260 Home Health Care FL Avow Inc C Corporation 0 false false false true false false false false false false false true false true true true true true false false