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Nonprofiteer
← AVOW CARE SERVICES INCORPORATED

Form 990 for tax year 2023

Filed by AVOW CARE SERVICES INCORPORATED.

Totals

Total revenue
$864,924
Total expenses
$855,162
Contributions and grants received
$670,500
Grants paid
$0
Program service revenue
$194,299
Investment income
$7
Other revenue
$118
Total assets, end of year
$3,350,070
Total liabilities, end of year
$72,391
Net assets or fund balances, end of year
$3,277,679
Program services expenses (Part IX)
$666,460
Management and general expenses
$188,702
Fundraising expenses
$0
Program service expenses (Part III)
$666,460

Program services were 77.9% 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

    $670,500

  • 2a · Program service revenue: Net Patient Service revenue

    total $194,299 · related or exempt $194,299

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $7 · excluded $7

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: Miscellaneous Revenue

    total $118 · related or exempt $118

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $118

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $361,506 · program services $361,506

  • 8 · Pension plan contributions

    total $1,674 · program services $1,674

  • 9 · Other employee benefits

    total $68,027 · program services $68,027

  • 10 · Payroll taxes

    total $24,918 · program services $24,918

  • 11c · Fees: accounting

    total $3,787 · management and general $3,787

  • 11g · Fees: other

    total $101,406 · program services $1,576 · management and general $99,830 · fundraising $0

  • 13 · Office expenses

    total $10,073 · program services $10,050 · management and general $23

  • 16 · Occupancy

    total $120,027 · program services $120,027

  • 17 · Travel

    total $14,128 · program services $14,117 · management and general $11

  • 19 · Conferences, conventions and meetings

    total $1,439 · program services $1,439

  • 22 · Depreciation, depletion and amortization

    total $2,603 · program services $2,603

  • 24a · Other expenses: Salary Allocation

    total $127,145 · program services $43,961 · management and general $83,184

  • 24b · Other expenses: Licenses & Fees

    total $9,429 · program services $9,429

  • 24e · All other expenses

    total $9,000 · program services $7,133 · management and general $1,867 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,564 · end of year $48,578

  • 4 · Accounts receivable

    beginning of year $20,053 · end of year $12,311

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,813 · end of year $1,896

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

    $20,470

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

    $11,698

  • 10c · Land, buildings and equipment, net

    beginning of year $2,935 · end of year $8,772

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,066,088 · end of year $3,278,513

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,047 · end of year $50,335

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,365 · end of year $22,056

  • 27 · Net assets without donor restrictions

    beginning of year -$2,686 · end of year $7,076

  • 28 · Net assets with donor restrictions

    beginning of year $2,064,727 · end of year $3,270,603

Mission and programs · 2023

Mission

Avow Care Services provides ample palliative care programs and services providing symptom relief from acute and chronic diseases available to the community at-large.

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 through life's transitions. Avow Care Services fulfills this mission and vision through its ample palliative care programs and services providing symptom relief from acute and chronic diseases available to the community at-large.

  • Avow Care Services provides outpatient palliative consults from referring physicians caring for patients with acute or chronic illnesses that may not necessarily be terminal. Symptomatic and supportive disease management and counseling is provided to this patient population until they qualify and choose to transition to hospice care or choose to remain under palliative care with continued disease modifying treatments. During 2023, the organization provided 2,907 care and counseling visits to patients and their families.

    Expenses $666,460 · Revenue $194,417

As filed on the 2023 return.

Listed in Part VII

  • Charles Hoffman

    Chair

    Total calculated
    $0
    Hours/week
    0.1 + 2.6 related

  • Darren Gersch

    Treasurer

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Jaysen Roa

    President and CEO

    Total calculated
    $431,860
    From this org
    $0
    From related orgs
    $404,006
    Other
    $27,854
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,248 related
    Bonus
    $0 + $54,358 related
    Other
    $0 + $23,400 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $14,654 related
    Filer's total
    $0 + $431,860 related

  • Kathryn Schillreff Rev

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.1 + 1.9 related

  • Patrick Neale

    Secretary

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Cherry Smith

    Director (Ending April 2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • Clifford Olson

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 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
    0.1 + 1.6 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
    0.1 + 0.6 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
    $0
    From related orgs
    $187,484
    Other
    $34,825
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

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

  • Phyllis Hall

    Chief Financial Officer

    Total calculated
    $263,034
    From this org
    $0
    From related orgs
    $237,659
    Other
    $25,375
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

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

  • Rebecca Gatian

    Chief Clinical Officer

    Total calculated
    $238,970
    From this org
    $0
    From related orgs
    $200,662
    Other
    $38,308
    Hours/week
    1.8 + 48.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,867 related
    Bonus
    $0 + $17,006 related
    Other
    $0 + $17,789 related
    Deferred
    $0 + $7,431 related
    Nontaxable benefits
    $0 + $30,877 related
    Filer's total
    $0 + $238,970 related

  • Lisa Gonzalez

    Nurse Practioner

    Total calculated
    $163,909
    From this org
    $126,450
    From related orgs
    $0
    Other
    $37,459
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,165
    Bonus
    $3,190
    Other
    $2,095
    Deferred
    $4,100
    Nontaxable benefits
    $33,359
    Filer's total
    $163,909

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

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 Services · 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
202432959349302068

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