Nonprofit · EIN 46-5736467
AVOW FOUNDATION INC
Tax-exempt · NAPLES, FL 34105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,824,123 | $3,517,037 | $8,307,086 | $59,406,536 | $120,596 | $59,285,940 |
| December 31, 2023 | 990 | $8,814,777 | $3,717,427 | $5,097,350 | $50,748,419 | $148,048 | $50,600,371 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,540,339
- Program service revenue
- $0
- Investment income
- $2,342,063
- Net gain from sales of assets
- $1,121,166
- Net income from fundraising events
- $22,085
- Net income from sales of inventory
- -$80,921
- Other revenue
- -$58,279
Expenses
- Grants and similar amounts paid
- $1,810,755
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $672,601
- Salaries, compensation and benefits (total)
- $859,982
- Professional fundraising fees
- $0
- Legal fees
- $2,461
- Accounting fees
- $18,324
- Occupancy
- $61,486
- Travel
- $10,901
- Depreciation
- $1,605
- Program services (functional)
- $1,810,755
- Management and general (functional)
- $527,295
- Fundraising (functional)
- $1,178,987
Balance sheet and other
- Total assets, start of year
- $50,748,419
- Total assets, end of year
- $59,406,536
- Total liabilities, end of year
- $120,596
- Net assets, end of year
- $59,285,940
- Land, buildings and equipment
- $65,379
- Publicly traded securities
- $48,009,223
- Net assets without donor restrictions
- $19,342,849
- Net assets with donor restrictions
- $39,943,091
- Gross receipts
- $13,501,889
- Employees
- 21
- Volunteers
- 115
- Year formed
- 2014
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jaysen Roa | President and CEO Trustee or director, Officer | 15 | $0 | $436,428 | $29,675 |
| Phyllis Hall | Chief Financial Officer Officer | 15 | $0 | $239,119 | $27,084 |
| Annalise Smith | Senior Vice President of Philanthropy Highest-paid employee | 50 | $187,550 | $0 | $48,496 |
| Kerri Ervin | Chief Compliance Officer Officer | 1 | $0 | $164,696 | $63,586 |
| Charles Hoffman | Chair Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| Darren Gersch | Treasurer Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| Kathryn Schillreff Rev | Vice Chair Trustee or director, Officer | 0.6 | $0 | $0 | $0 |
| Patrick Neale | Secretary Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| Louis Traina Ending July 2024 | Director Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jaysen Roa | President and CEO Trustee or director, Officer | 15 | $0 | $404,006 | $27,854 |
| Phyllis Hall | Chief Financial Officer Officer | 15 | $0 | $237,659 | $25,375 |
| Annalise Smith | Senior Vice President of Philanthropy Highest-paid employee | 50 | $188,237 | $0 | $43,244 |
| Kerri Ervin | Chief Compliance Officer Officer | 1 | $0 | $187,484 | $34,825 |
| Charles Hoffman | Chair Trustee or director, Officer | 0.8 | $0 | $0 | $0 |
| Darren Gersch | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Kathryn Schillreff Rev | Vice Chair Trustee or director, Officer | 0.6 | $0 | $0 | $0 |
| Patrick Neale | Secretary Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Louis Traina | Director (Beginning April 2023) Trustee or director | 0.1 | $0 | $0 | $0 |
| Roger Lipitz | Director (Ending April 2023) Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1095 WHIPPOORWILL LN, NAPLES, FL 34105-3800
- In care of
- % JAYSEN F ROA
- Principal officer (990 for 2024)
- Jaysen Roa, 1095 Whippoorwill Lane, Naples, FL 34105
- Signed the 990
- PHYLLIS HALL, CFO
- Phone
- (239) 261-4404
- Website
- www.avowcares.org
- Return prepared by
- CROWE LLP
Mission
The Corporation is organized, and at all times shall be operated, exclusively for the benefit of, and to carry out purposes of Avow not for profit entities.
Program accomplishments
- The specific charitable purposes of the Corporation shall be to solicit, receive, and administer grants, gifts, contributions and donations exclusively for the benefit of Avow Hospice Inc., and Avow Care Services, Inc.Expenses $1,810,755 · grants $1,810,755 · revenue $557
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 46-5736467
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $59,406,536
- Income (IRS master file)
- $13,501,889
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,824,123 | $3,517,037 | $59,406,536 | IRS |
| 990 | December 2023 | $8,814,777 | $3,717,427 | $50,748,419 | XML |
| 990 | December 2022 | $6,834,650 | $4,971,214 | $40,901,328 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-5736467).
Questions about AVOW FOUNDATION INC
- What is the EIN of AVOW FOUNDATION INC?
- The employer identification number (EIN) of AVOW FOUNDATION INC is 46-5736467.
- Is AVOW FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to AVOW FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AVOW FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AVOW FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVOW FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AVOW FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Jaysen Roa.
- Who are the officers and directors of AVOW FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization.
- How much revenue does AVOW FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,824,123, expenses of $3,517,037 and total assets of $59,406,536 at year end.
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