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Nonprofiteer
← AVOW INC

Form 990 for tax year 2023

Filed by AVOW INC.

Totals

Total revenue
$0
Total expenses
$4,616
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$69,507,018
Total liabilities, end of year
$2,784
Net assets or fund balances, end of year
$69,504,234
Program services expenses (Part IX)
$0
Management and general expenses
$4,616
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% 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.

  • 2a · Program service revenue

    total $0 · related or exempt $0

  • 2b · Program service revenue

    total $0 · related or exempt $0

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $2,642 · management and general $2,642

  • 11g · Fees: other

    total $1,462 · program services $0 · management and general $1,462 · fundraising $0

  • 13 · Office expenses

    total $206 · management and general $206

  • 24a · Other expenses: LICENSES, FEES & SUBSCRIPTIONS

    total $306 · management and general $306

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,680 · end of year $36,401

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $58,738,124 · end of year $69,470,617

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,446 · end of year $2,784

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $33,701,741 · end of year $36,446,954

  • 28 · Net assets with donor restrictions

    beginning of year $25,074,617 · end of year $33,057,280

Mission and programs · 2023

Mission

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.

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, Inc,. fulfulls this mission and vision through its support of the activities of its tax-exempt subsidiaries.

  • 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.

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
    1 + 49 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
    0.2 + 42.8 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
    1 + 49 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
    0.2 + 49.8 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

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.

  • AVOW HOSPICE INC

    501(c)(3) · Hospice · FL · controlled entity

    Directly controlled by Avow Inc

  • AVOW FOUNDATION

    501(c)(3) · Fundraising · FL · controlled entity

    Directly controlled by Avow Inc

  • AVOW CARE SERVICES INC

    501(c)(3) · Palliative Care · FL · controlled entity

    Directly controlled by Avow Inc

  • AVOW REAL ESTATE INC

    501(c)(2) · Real Estate · FL · controlled entity

    Directly controlled by Avow Inc

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 · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Avow Inc

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202432959349301933

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