2019-10-07T09:30:50-05:00 2018-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2018-01-01 592201250 AVOW Hospice Inc AVOW 2392614404 1095 Whippoorwill Lane Naples FL 34105 Phyllis Hall CFO 2019-10-07 true Brittney Kocaj P01320603 9542028600 2018 2020-01-14 16:20:31Z Jaysen Roa 1095 Whippoorwill Lane Naples FL 34105 22843738 false X www.avowcares.org X 1982 FL 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 BY CREATING A PEACE OF MIND THROUGH COMPASSIONATE CARE. 14 13 296 167 0 0 1601587 58546 22510481 22759331 8584 10249 11549 15612 24132201 22843738 0 0 15127116 15223811 0 0 9050985 8406223 24178101 23630034 -45900 -786296 18522526 18321280 1871597 2391941 16650929 15929339 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 18121044 22773943 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, COMPLIMENTARY 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 2018, THE ORGANIZATION PROVIDED CARE TO 2,198 PATIENTS. 18121044 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 true false false false false false true false false false true 56 0 true 296 true false false false false false false true false false false false false X 14 13 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 Jaysen Roa PRESIDENT AND CEO 26.0 24.0 X X 315179 0 20684 Roger Lipitz Treasurer 0.4 0.6 X X 0 0 0 Vipul Grover Chair 0.8 0.7 X X 0 0 0 Jay Johnston Secretary 0.4 0.6 X X 0 0 0 Thomas Gazdic Director 0.5 0.2 X 0 0 0 Rev Kathryn Schillreff Director 0.3 0.2 X 0 0 0 Charles Hoffman Immediate Past Chair (Partial Year) 0.2 0.5 X 0 0 0 Jimmy Dascani Director 0.2 0.2 X 0 0 0 Brad Havemeier Director 0.3 0.2 X 0 0 0 John Fulmer Director 0.3 0.2 X 0 0 0 Gerald Lanz Director 0.8 0.2 X 0 0 0 Patrick Martin Director 0.4 0.2 X 0 0 0 Dr Giuliana McQuirt Director 0.2 0.2 X 0 0 0 Dana Hall Director 0.3 0.2 X 0 0 0 Patrick Neale Director 0.3 0.2 X 0 0 0 Rebecca Gatian VP of Clinical Services 50.0 0.0 X 154219 0 28757 Phyllis Hall CFO 25.0 25.0 X 176547 0 24118 Cynthia Nehrkorn MD VP Medical Services 40.0 0.0 X 251496 0 31229 Natalia Keyser MD PHYSICIAN 40.0 0.0 X 213736 0 29134 Annalise Smith VP of Marketing 40.0 0.0 X 151311 0 8201 Christine Hightower Director of Medical Services 40.0 0.0 X 111151 0 21727 Melissa Gibson MD PHYSICIAN 40.0 0.0 X 203231 0 15386 Kerri Ervin Chief Compliance Officer 50.0 0.0 X 120580 0 27027 1697450 0 206263 10 false true false 0 58533 13 58546 net patient service revenue 623000 22217377 22217377 music therapy 900099 40113 40113 support to affiliates 900099 501841 501841 0 0 0 0 22759331 8587 8587 1000 1000 0 1000 1000 1662 1662 0 1662 1662 Miscellaneous Income 900099 14612 14612 0 0 0 0 14612 22843738 22773943 0 11249 1002230 481519 520711 81025 81025 11311607 9461893 1849714 225404 175352 50052 1723253 1281488 441765 880292 701076 179216 53793 5017 48776 69794 69794 1844803 1468572 376231 0 38703 7486 31217 1214122 916729 297393 1306065 780002 526063 376105 308630 67475 92077 59461 32616 6744 6744 440709 70908 369801 Nursing Home Room and Board 1436786 1436786 Licenses, Fees, & Subscriptions 521266 64216 457050 Medical Supplies 453002 449508 3494 Bad Debt 376608 376608 175646 75793 99853 0 23630034 18121044 5508990 0 402 402 601614 661976 0 2370861 2310412 0 0 0 0 0 320391 185180 4412329 3186302 1385776 1226027 213548 188165 0 0 0 13629934 13749118 18522526 18321280 1782597 2309622 0 0 0 0 0 0 0 89000 82319 1871597 2391941 X 3096763 2293896 10343849 10501363 3210317 3134080 0 0 0 16650929 15929339 18522526 18321280 X -786296 -16571 81277 X false true X true false X 3128487 2165028 4876350 1601587 58546 11829998 18200325 16702267 22617306 22510481 22759331 102789710 621385 677171 0 0 0 1298556 0 0 21950197 19544466 27493656 24112068 22817877 115918264 36500 162895 3852453 1601587 58533 5711968 0 0 0 0 0 0 36500 162895 3852453 1601587 58533 5711968 110206296 415127 432954 43311 7492 9587 908471 0 415127 432954 43311 7492 9587 908471 0 182101 276155 2517 11549 14612 486934 22547425 20253575 27539484 24131109 22842076 117313669 0.9394 0.9363 0.0077 0.0113 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 172719.0, COLUMN B - 234517.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 407236.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 9382.0, COLUMN B - 41638.0, COLUMN C - 2517.0, COLUMN D - 11549.0, COLUMN E - 14612.0, COLUMN F - 79698.0; true true false false false false true 3020 false true 1147 4167 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, AND THE FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THOSE DUES ARE USED FOR LOBBYING. MEMBERS OF THE LEADERSHIP TEAM AND BOARD OF DIRECTORS MET WITH OR CALLED STATE REPRESENTATIVES AND ATTENDED OPEN LEGISLATIVE FORUMS REGARDING PENDING LEGISLATION AFFECTING THE INDUSTRY. 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, AND THE FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THOSE DUES ARE USED FOR LOBBYING. MEMBERS OF THE LEADERSHIP TEAM AND BOARD OF DIRECTORS MET WITH OR CALLED STATE REPRESENTATIVES AND ATTENDED OPEN LEGISLATIVE FORUMS REGARDING PENDING LEGISLATION AFFECTING THE INDUSTRY. 2926391 -427796 9640 2488955 2756379 188676 18664 2926391 2501761 167703 97577 10662 2756379 2543209 -17711 23737 2501761 2452903 28557 78750 17001 2543209 0.0 0.86 0.14 false true true 121926 91467 30459 4251619 3068042 1183577 38784 26793 11991 1226027 DEPOSITS 107737 INTEREST IN AFFILIATED ENTITIES 13631553 DUE FROM AFFILIATES 9828 13749118 gift annuity payable 80190 DUE TO AFFILIATE 2129 82319 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, 2018 AND 2017. X X X false false false false false false false true false Jaysen Roa PRESIDENT AND CEO 282770 0 32409 0 0 0 10773 0 9911 0 335863 0 0 0 Rebecca Gatian VP of Clinical Services 138032 0 1079 0 15108 0 6457 0 22300 0 182976 0 0 0 Phyllis Hall CFO 175468 0 1079 0 0 0 7488 0 16630 0 200665 0 0 0 Cynthia Nehrkorn MD VP Medical Services 231526 0 1551 0 18419 0 8381 0 22848 0 282725 0 0 0 Natalia Keyser MD PHYSICIAN 213736 0 0 0 0 0 8810 0 20324 0 242870 0 0 0 Annalise Smith VP of Marketing 150268 0 1043 0 0 0 6028 0 2173 0 159512 0 0 0 Melissa Gibson MD PHYSICIAN 203231 0 0 0 0 0 7878 0 7508 0 218617 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 81025 EMPLOYMENT false Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee consists of the Board officers and 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 Brad Havemeier, Phyllis Hall, Patrick Neale, and Jaysen Roa - 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 A vow 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 JULY of 2018. 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 other available data. 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 XI, Line 9 Other changes in net assets or fund balances Change in Beneficial Interest in Foundation - 81277; 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) Type II 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 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