2017-10-17T07:01:14-05:00 2016-12-31 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2016-01-01 592201250 AVOW Hospice Inc AVOW 2392614404 1095 Whippoorwill Lane Naples FL 34105 Phyllis Hall CFO 2017-10-16 true Brittney Kocaj P01320603 9542028600 2016 2021-01-29 14:40:06Z Jaysen Roa 1095 Whippoorwill Lane Naples FL 34105 28321874 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. 11 10 332 208 0 0 2165028 4876350 16702267 22617306 543621 -155941 352290 2517 19763206 27340232 100000 0 0 12533107 13229501 0 0 6733763 8599783 19366870 21829284 396336 5510948 37109346 46245808 1333249 2922217 35776097 43323591 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 16484869 0 22619823 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 2016, THE ORGANIZATION PROVIDED CARE TO 1,954 PATIENTS. 16484869 true true false true false false true 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 false false false false false false false true false false false true 138 0 true 332 true false false false false false false false false false false X 11 10 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 Paul Mitchell Chief Medical Officer - Partial Year 40.0 2.0 X X 57977 0 2904 Jaysen Roa President & CEO 44.0 6.0 X X 248373 0 17823 Charles Hoffman Chair 2.0 3.0 X X 0 0 0 Vip Grover Vice Chair 2.0 3.0 X X 0 0 0 Roger Lipitz Treasurer 2.0 3.0 X X 0 0 0 Jay Johnston Secretary 2.0 3.0 X X 0 0 0 Thomas Gazdic Director 2.0 2.0 X 0 0 0 Carolee Steelman Director - Partial Year 2.0 1.0 X 0 0 0 Rev Kathryn Schillreff Director 1.0 2.0 X 0 0 0 Kent McRae Director - Partial Year 2.0 2.0 X 0 0 0 Lee Pinto Director 2.0 2.0 X 0 0 0 Richard Ballo Director 2.0 0.0 X 0 0 0 Robert Morris Director - Partial Year 2.0 2.0 X 0 0 0 Charles Wicker Director - Partial Year 2.0 2.0 X 0 0 0 Dana Hall Director 2.0 2.0 X 0 0 0 Patrick Neale Director 2.0 2.0 X 0 0 0 Phyllis Hall CFO 44.0 6.0 X 202031 0 31877 Cynthia Nehrkorn VP Medical Services 40.0 0.0 X 242372 0 42296 Robin Ross Medical Director 40.0 0.0 X 209433 0 33013 Annalise Smith VP of Marketing 40.0 0.0 X 133399 0 38925 Natalia Keyser Medical Director 40.0 0.0 X 143116 0 18268 Laura Tabone VP Psychosocial & Children's services 40.0 0.0 X 119333 0 16983 Katharen Chamberlain VP Admin & Communications 40.0 0.0 X 106062 0 16293 1462096 0 218382 8 false true false 0 4852688 23662 4876350 net patient service revenue 623000 22345864 22345864 music therapy 900099 30846 30846 management fees 900099 240596 240596 0 0 0 0 22617306 43311 43311 0 0 782390 981642 -199252 0 -199252 -199252 Miscellaneous Income 900099 2517 2517 0 0 0 0 2517 27340232 22619823 0 -155941 X 845653 445570 400083 0 10195866 8227040 1968826 183858 137848 46010 1189057 886851 302206 815067 646554 168513 93622 93622 90381 90381 2396061 1983982 412079 0 44350 1000 43350 1943145 1591310 351835 338070 164435 173635 391140 298817 92323 35958 3619 32339 11978 0 11978 693826 177414 516412 Nursing Home Room and Board 1498678 1498678 Licenses, Fees, & Subscriptions 553968 45394 508574 Medical Supplies 68639 11805 56834 Bad Debt 320278 320278 119689 44274 75415 0 21829284 16484869 5344415 0 1100 1000 1668089 1150446 1167097 0 1437647 2982848 0 0 0 144786 253501 21428847 6247813 9598939 15181034 16795361 207135 0 0 6296327 26469844 37109346 46245808 1202161 2824023 131088 98194 1333249 2922217 X 26089585 31363259 6781697 8807066 2904815 3153266 35776097 43323591 37109346 46245808 X 5510948 -341628 2378174 X false true X true false X 2621489 3606943 3128487 2165028 4876350 16398297 19071982 18792556 18200325 16702267 22617306 95384436 631910 670274 621385 677171 0 2600740 0 0 22325381 23069773 21950197 19544466 27493656 114383473 37090 20112 36500 162895 0 256597 0 0 0 0 0 0 37090 20112 36500 162895 0 256597 114126876 313771 438947 415127 432954 43311 1644110 0 313771 438947 415127 432954 43311 1644110 0 368383 31366 182101 276155 2517 860522 23007535 23540086 22547425 20253575 27539484 116888105 0.9764 0.9701 0.0141 0.0166 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 349017.0, COLUMN B - 24865.0, COLUMN C - 172719.0, COLUMN D - 234517.0, COLUMN E - , COLUMN F - 781118.0; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 19366.0, COLUMN B - 6501.0, COLUMN C - 9382.0, COLUMN D - 41638.0, COLUMN E - 2517.0, COLUMN F - 79404.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1042 1042 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. 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. X X 0 1 true 15500 2501761 167703 97577 10662 2756379 2543209 -17711 23737 2501761 2452903 28557 78750 17001 2543209 1631310 756963 80541 15911 2452903 1679003 4515 80540 132748 1631310 0.0 0.9172 0.0828 false true true 1441245 1441245 10305765 3921719 6384046 93213 90882 2331 3389610 2235212 1154398 6199014 0 6199014 15181034 DEPOSITS 15983 INTEREST IN AFFILIATED ENTITIES 26403803 DUE FROM AFFILIATES 50058 26469844 gift annuity payable DUE TO AFFILIATE 98194 98194 X Schedule D, Part II, Line 5 Conservation easements policy The policy covers: Exotic vegetation removal and control, Annual maintenance, General maintenance, Monitoring and Inspections. Schedule D, Part II, Line 9 Conservation easements financial reporting The organization reports the land on the balance sheet as a current asset. In 2016, third party environmental company fees for services totaled $15,500. They are reported as fees for services on the income statement. 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. 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. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. 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, 2016 and 2015. X X X false false false false false false false true false Jaysen Roa President & CEO 248359 0 0 0 14 0 6154 0 11669 0 266196 0 0 0 Phyllis Hall CFO 173449 0 21680 0 6902 0 7335 0 24542 0 233908 0 0 0 Cynthia Nehrkorn VP Medical Services 237497 0 0 0 4875 0 8165 0 34131 0 284668 0 0 0 Robin Ross Medical Director 209411 0 0 0 22 0 0 0 33013 0 242446 0 0 0 Annalise Smith VP of Marketing 131744 0 1638 0 17 0 5570 0 33355 0 172324 0 0 0 Natalia Keyser Medical Director 113144 0 29972 0 0 0 4535 0 13733 0 161384 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The bonus paid were discretionary as determined by the President/CEO based on performance improvement. 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 Phyllis Hall, Thomas Gazdic 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 sole member also has reserved powers including amendment of the Articles of Incorporation and Bylaws. 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 reviews compensation of the President & CEO to ensure compensation is reasonable and then recommends any changes in compensation to the board of directors. The executive committee uses comparability data in their determination. The full board then approves the compensation of the President & CEO. The process is documented in the board and executive committee minutes. This process was last undertaken during 2016. Form 990, Part VI, Line 15b Process to establish compensation of other employees The executive committee of the board reviews compensation of the President & CEO to ensure compensation is reasonable and then recommends any changes in compensation to the board of directors. The executive committee uses comparability data in their determination. The full board then approves the compensation of the President & CEO. The process is documented in the board and executive committee minutes. This process was last undertaken during 2016. 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: 105941, Program Service Expense: 105941, Management and General Expenses: 0, Fundraising Expenses: ; Imaging Services - Total Expense: 8314, Program Service Expense: 8314, Management and General Expenses: 0, Fundraising Expenses: ; Labs and Diagnostics - Total Expense: 12990, Program Service Expense: 12990, Management and General Expenses: 0, Fundraising Expenses: ; Drugs- Fees for services - Total Expense: 798546, Program Service Expense: 798546, Management and General Expenses: 0, Fundraising Expenses: ; Contract Labor - Physicians, RN, LPN, HHA, Therapy - Total Expense: 929308, Program Service Expense: 929308, Management and General Expenses: 0, Fundraising Expenses: ; Contract Labor -Linen Services - Total Expense: 53565, Program Service Expense: 53565, Management and General Expenses: 0, Fundraising Expenses: ; Contract Labor - Other - Total Expense: 487397, Program Service Expense: 75318, Management and General Expenses: 412079, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in Beneficial Interest in Foundation - 2678174; NET ASSET TRANSFER FROM REORGANIZATION - -300000; 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 Avow Inc 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 false false false true false false false false false false false false false true true true false true true true