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Nonprofiteer
← AVOW HOSPICE INC

Form 990 for tax year 2023

Filed by AVOW HOSPICE INC.

Totals

Total revenue
$31,508,929
Total expenses
$30,219,244
Contributions and grants received
$1,523,667
Grants paid
$0
Program service revenue
$29,930,562
Investment income
$4,097
Other revenue
$50,603
Total assets, end of year
$34,439,083
Total liabilities, end of year
$2,883,897
Net assets or fund balances, end of year
$31,555,186
Program services expenses (Part IX)
$23,278,032
Management and general expenses
$6,941,212
Fundraising expenses
$0
Program service expenses (Part III)
$23,278,032

Program services were 77.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,518,667

  • 1f · All other contributions, gifts and grants

    $5,000

  • 2a · Program service revenue: net patient service revenue

    total $29,064,928 · related or exempt $29,064,928

  • 2b · Program service revenue: support to affiliates

    total $865,634 · related or exempt $865,634

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $8,420 · excluded $8,420

  • 6a · Gross rents

    real property $6,311

  • 6c · Rental income or loss

    real property $6,311 · personal property $0

  • 6d · Net rental income or loss

    total $6,311 · excluded $6,311

  • 7a · Gross sales of assets other than inventory

    securities $27,993 · other assets $6,618

  • 7b · Less cost or other basis and sales expenses

    securities $29,108 · other assets $9,826

  • 7c · Gain or loss

    securities -$1,115 · other assets -$3,208

  • 7d · Net gain or loss

    total -$4,323 · excluded -$4,323

  • 11a · Other revenue: Miscellaneous Income

    total $44,292 · related or exempt $44,292

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $44,292

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,485,213 · program services $698,658 · management and general $786,555 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $72,719 · program services $0 · management and general $72,719

  • 7 · Other salaries and wages

    total $14,699,951 · program services $12,381,512 · management and general $2,318,439

  • 8 · Pension plan contributions

    total $261,078 · program services $190,330 · management and general $70,748

  • 9 · Other employee benefits

    total $2,611,822 · program services $2,005,263 · management and general $606,559

  • 10 · Payroll taxes

    total $1,193,681 · program services $979,263 · management and general $214,418

  • 11b · Fees: legal

    total $147,836 · program services $56,914 · management and general $90,922

  • 11c · Fees: accounting

    total $85,437 · management and general $85,437

  • 11f · Fees: investment management

    total $39 · management and general $39

  • 11g · Fees: other

    total $3,612,906 · program services $3,150,925 · management and general $461,981 · fundraising $0

  • 12 · Advertising and promotion

    total $265,638 · program services $1,789 · management and general $263,849

  • 13 · Office expenses

    total $1,486,564 · program services $1,199,370 · management and general $287,194

  • 16 · Occupancy

    total $1,608,597 · program services $941,632 · management and general $666,965

  • 17 · Travel

    total $463,680 · program services $378,286 · management and general $85,394

  • 19 · Conferences, conventions and meetings

    total $79,116 · program services $39,229 · management and general $39,887

  • 20 · Interest

    total $3,758 · management and general $3,758

  • 22 · Depreciation, depletion and amortization

    total $208,694 · program services $82,063 · management and general $126,631

  • 24a · Other expenses: Licenses, Fees, & Subscriptions

    total $778,733 · program services $487,994 · management and general $290,739

  • 24b · Other expenses: Medical Supplies

    total $367,602 · program services $357,687 · management and general $9,915

  • 24c · Other expenses: Nursing Home Room and Board

    total $215,074 · program services $215,074

  • 24d · Other expenses: Phone system

    total $151,080 · program services $0 · management and general $151,080

  • 24e · All other expenses

    total $420,026 · program services $112,043 · management and general $307,983 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,084,536 · end of year $334,955

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $1,005,360

  • 4 · Accounts receivable

    beginning of year $2,975,860 · end of year $3,988,947

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $283,828 · end of year $311,349

  • 10a · Land, buildings and equipment: cost or other basis

    $3,516,621

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,704,635

  • 10c · Land, buildings and equipment, net

    beginning of year $822,860 · end of year $811,986

  • 11 · Investments: publicly traded securities

    beginning of year $23,399 · end of year $22,859

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $21,312,520 · end of year $27,963,627

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,842,985 · end of year $2,857,820

  • 19 · Deferred revenue

    beginning of year $0 · end of year $3,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year -$3,930 · end of year -$2,987

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $14,451 · end of year $26,064

  • 27 · Net assets without donor restrictions

    beginning of year $4,301,399 · end of year $3,685,096

  • 28 · Net assets with donor restrictions

    beginning of year $19,348,098 · end of year $27,870,090

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $23,278,032 · Revenue $29,974,854

As filed on the 2023 return.

Listed in Part VII

  • Charles Hoffman

    Chair

    Total calculated
    $0
    Hours/week
    1.4 + 1.3 related

  • Darren Gersch

    Treasurer

    Total calculated
    $0
    Hours/week
    0.8 + 0.9 related

  • Jaysen Roa

    President and CEO

    Total calculated
    $431,860
    From this org
    $404,006
    From related orgs
    $0
    Other
    $27,854
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $326,248
    Bonus
    $54,358
    Other
    $23,400
    Deferred
    $13,200
    Nontaxable benefits
    $14,654
    Filer's total
    $431,860

  • Kathryn Schillreff Rev

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patrick Neale

    Secretary

    Total calculated
    $0
    Hours/week
    0.8 + 0.9 related

  • Cherry Smith

    Director (Ending April 2023)

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • Cindy Schingler

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Clifford Olson

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • Dana Hall

    Director (Beginning July 2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Gerald Lanz

    Director

    Total calculated
    $0
    Hours/week
    0

  • Kim Borselli

    Director (Beginning October 2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Patrick Martin

    Director

    Total calculated
    $0
    Hours/week
    1.5 + 0.2 related

  • Roger Lipitz

    Director (Ending April 2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Russell Budd

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • Vipul Grover

    Director (Ending February 2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Kerri Ervin

    Chief Compliance Officer

    Total calculated
    $222,309
    From this org
    $187,484
    From related orgs
    $0
    Other
    $34,825
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $179,647
    Bonus
    $7,837
    Other
    $0
    Deferred
    $7,659
    Nontaxable benefits
    $27,166
    Filer's total
    $222,309

  • Phyllis Hall

    Chief Financial Officer

    Total calculated
    $263,034
    From this org
    $237,659
    From related orgs
    $0
    Other
    $25,375
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $222,030
    Bonus
    $15,629
    Other
    $0
    Deferred
    $9,082
    Nontaxable benefits
    $16,293
    Filer's total
    $263,034

  • Rebecca Gatian

    Chief Clinical Officer

    Total calculated
    $238,970
    From this org
    $200,662
    From related orgs
    $0
    Other
    $38,308
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $165,867
    Bonus
    $17,006
    Other
    $17,789
    Deferred
    $7,431
    Nontaxable benefits
    $30,877
    Filer's total
    $238,970

  • Cynthia Nehrkorn MD

    VP Medical Services

    Total calculated
    $329,040
    From this org
    $279,080
    From related orgs
    $0
    Other
    $49,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,274
    Bonus
    $6,325
    Other
    $5,481
    Deferred
    $11,177
    Nontaxable benefits
    $38,783
    Filer's total
    $329,040

  • Alexander Suvorov

    Dirctor of Information Technology

    Total calculated
    $150,569
    From this org
    $125,805
    From related orgs
    $0
    Other
    $24,764
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $119,295
    Bonus
    $1,855
    Other
    $4,655
    Deferred
    $5,076
    Nontaxable benefits
    $19,688
    Filer's total
    $150,569

  • Christine Billi

    Senior Clinical Director

    Total calculated
    $144,528
    From this org
    $109,861
    From related orgs
    $0
    Other
    $34,667
    Hours/week
    45

  • Dawn Kolderman MD

    Senior Clinical Director

    Total calculated
    $142,226
    From this org
    $109,082
    From related orgs
    $0
    Other
    $33,144
    Hours/week
    45

  • Elizabeth Barley

    Nurse Practioner

    Total calculated
    $178,633
    From this org
    $142,738
    From related orgs
    $0
    Other
    $35,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,298
    Bonus
    $190
    Other
    $5,250
    Deferred
    $3,068
    Nontaxable benefits
    $32,827
    Filer's total
    $178,633

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Avow Home Care Inc

    C Corporation · Home Health Care · FL · 0% owned

    Directly controlled by Avow Inc

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202442959349301934

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