Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AVOW HOSPICE INC
Employer identification number
59-2201250
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here........................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2011 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2012.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2011.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
4,565,433
2,470,536
6,225,155
3,004,834
2,621,489
18,887,447
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
13,254,247
12,198,920
16,227,385
18,026,151
19,071,982
78,778,685
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
514,892
500,243
520,426
559,968
631,910
2,727,439
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
0
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
6
Total. Add lines 1 through 5.
18,334,572
15,169,699
22,972,966
21,590,953
22,325,381
100,393,571
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
0
0
0
37,090
37,090
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
0
0
0
0
0
c
Add lines 7a and 7b..
0
0
0
0
37,090
37,090
8
Public support (Subtract line 7c from line 6.)
100,356,481
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
9
Amounts from line 6...
18,334,572
15,169,699
22,972,966
21,590,953
22,325,381
100,393,571
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
241,736
161,643
201,689
253,791
313,771
1,172,630
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
0
c
Add lines 10a and 10b.
241,736
161,643
201,689
253,791
313,771
1,172,630
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
0
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
0
213,189
30,844
369,229
368,383
981,645
13
Total support. (Add lines 9, 10c, 11, and 12.)..
18,576,308
15,544,531
23,205,499
22,213,973
23,007,535
102,547,846
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f))
.........
15
97.860 %
16
Public support percentage from 2011 Schedule A, Part III, line 15
...............
16
98.030 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f))
......
17
1.140 %
18
Investment income percentage from 2011 Schedule A, Part III, line 17
.............
18
1.340 %
19a
33 1/3% support tests—2012.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2011.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information.
Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 0, COLUMN B - 199700, COLUMN C - 0, COLUMN D - 368195, COLUMN E - 349017, COLUMN F - 916912; DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - , COLUMN B - 13489, COLUMN C - 30844, COLUMN D - 1034, COLUMN E - 19366, COLUMN F - 64733;,
Schedule A (Form 990 or 990-EZ) 2012
Additional Data
Software ID:
12000266
Software Version:
v2012.1.0
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
AVOW HOSPICE INC
Employer identification number
59-2201250
Identifier
Return Reference
Explanation
Delegate broad authority to a committee
Form 990, Part VI, Section A, Line 1a
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.
JANICE GAZDIC & THOMAS GAZDIC - FAMILY RELATIONSHIP
Review of form 990 by governing body
Form 990, Part VI, Section B, Line 11b
THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER IN DETAIL. A COPY OF THE FORM 990 IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING
Conflict of interest policy
Form 990, Part VI, Section B, Line 12c
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.
Process used to establish compensation of top management official
Form 990, Part VI, Section B, Line 15a
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 2012.
Process used to establish compensation of other officers/key employees
Form 990, Part VI, Section B, Line 15b
THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES 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 OTHER OFFICERS AND KEY EMPLOYEES. THE PROCESS IS DOCUMENTED IN THE BOARD AND EXECUTIVE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN DURING 2012.
COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES
FORM 990, PART VI, LINE 15B
THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES 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. THE PROCESS IS DOCUMENTED IN THE BOARD AND EXECUTIVE COMMITTEE MINUTES.
Governing documents, conflict of interest policy and financial statements available to the public
Form 990, Part VI, Section C, Line 19
THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE ORGANIZATION.
Other changes in net assets or fund balances
Form 990 , Part XI, Line 9
CHANGE IN ASSETS HELD UNDER SPLIT-INTEREST AGREEMENTS - -29194; LOSSES ON UNCOLLECTIBLE PLEDGES - -4000;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.