Avow Inc (EIN 352508744) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

2392614404

Tax Period

2024-01-01 to 2024-12-31

Avow Inc, founded in 2014, is a community nonprofit in the Health Care sector that reported $4.8M in total revenue in fiscal year 2024. Net assets of $83.5M represent 208 months of operating reserves.

Mission

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,778,777

Investment Income $11,889

Other Revenue $17,804

TOTAL REVENUE $4,808,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,161,126

Fundraising Expenses $0

Program Expenses $530,299

Other Expenses $1,619,990

TOTAL EXPENSES $4,781,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,808,470	N/A	N/A
Expenses	$4,781,116	$4,616	+1034.8%
Net Income	$27,354	$-4,616	-6.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,245,666

Total Directors

$466,103

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Hoffman	Chair	0.1	Officer Director	$0	$0	$0
Darren Gersch	Treasurer	0.1	Officer Director	$0	$0	$0
Jaysen Roa	President and CEO	1.0	Officer Director	$423,066	$29,675	$466,103
Kathryn Schillreff Rev	Vice Chair	0.1	Officer Director	$0	$0	$0
Patrick Neale	Secretary	0.1	Officer Director	$0	$0	$0
Cindy Schingler	Director	0.1	Director	$0	$0	$0
Clifford Olson	Director	0.1	Director	$0	$0	$0
Dana Hall	Director	0.1	Director	$0	$0	$0
Deb Henry Began February 2024	Director	0.1	Director	$0	$0	$0
Illia Echevarria Began April 2024	Director	0.1	Director	$0	$0	$0
Jennifer Tenny Began October 2024	Director	0.1	Director	$0	$0	$0
Kim Borselli	Director	0.1	Director	$0	$0	$0
Patrick Martin	Director	0.5	Director	$0	$0	$0
Richard Flury Began April 2024	Director	0.1	Director	$0	$0	$0
Russell Budd	Director	0.1	Director	$0	$0	$0
Kerri Ervin	Chief Compliance Officer	0.2	Officer	$157,789	$63,586	$228,282
Phyllis Hall	Chief Financial Officer	1.0	Officer	$230,709	$27,084	$266,203
Rebecca Gatian Ended 12-6-2024	Chief Clinical Officer	0.2	Officer	$207,148	$70,816	$285,078
Alexander Suvorov	Dirctor of Information Technology	50.0	Highest	$118,746	$19,532	$143,043
Jill Shelly	Director of Accounting	50.0	Highest	$103,040	$11,373	$114,413

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,808,470	$4,781,116	$83,913,415	$27,354
2023	No data	$4,616	$69,507,018	No data
2022	No data	$2,813	$58,778,804	No data
2021	No data	$12,945	$61,400,531	No data
2020	No data	$2,398	$54,626,541	No data
2019	No data	$3,627	$48,932,892	No data
2018	$4,269	$211	$43,792,668	$4,058

Avow Inc