2024-08-22T13:49:03-05:00 2023-12-31 650715836 ZOMMA GROUP LLP 355 ALHAMBRA CIRCLE SUITE 1100 CORAL GABLES FL 33134 990 2023-01-01 824664854 AERIAL RECOVERY AERI 6156939334 4235 HILLSBORO PIKE STE 300 NASHVILLE TN 37215 BRITNIE TURNER PRESIDENT 6156939334 2024-08-20 1 1 MARGARITA G LISKER CPA P00957338 3054448288 2024-08-19 2023 2024-08-08 14:25:15Z BRITNIE TURNER 4235 HILLSBORO PIKE STE 300 NASHVILLE TN 37215 3104537 0 X AERIALRECOVERY.ORG X 2019 TN AERIAL RECOVERY'S MISSION IS TO SAVE LIVES & STOP EVIL. WE DO THIS THROUGH A VARIETY OF INITIATIVES AND PROGRAMS THAT SUPPORT BOTH HUMAN AND ANIMAL HEALING AND RESCUE OPERATIONS WORLDWIDE. OUR COMPREHENSIVE APPROACH ENSURES THAT WE PROVIDE EFFECTIVE RELIEF AND RECOVERY EFFORTS ACROSS THE GLOBE. ADDITIONALLY WE COLLABORATE WITH AND SUPPORT OTHER ORGANIZATIONS THAT SHARE OUR MISSION.SUMMARY OF AERIAL RECOVERY'S MOST SIGNIFICANT IMPACT ACTIVITIES: RESCUE, HEALING, RESTORATIONAT AERIAL RECOVERY, EVERY ASPECT OF OUR WORKFROM AIDING VETERANS AND FIRST RESPONDERS TO CARING FOR ANIMALS AND HELPING SURVIVORS OF TRAFFICKINGAIMS TO EMBODY OUR CORE PRINCIPLES: RESCUE, HEALING, AND RESTORATION. WE BELIEVE THAT OUR 'HEROES', EMPOWERED AND RESTORED, ARE VITAL TO SOLVING SOME OF THE MOST PRESSING GLOBAL CRISES. OUR VISION IS TO TRANSFORM SUFFERING INTO HOPE AND CREATE A SAFER, MORE COMPASSIONATE WORLD. 8 6 0 240 0 0 3630321 3020017 0 65186 -93855 0 -15650 -65438 3520816 3019765 88054 75854 0 0 376006 797441 0 0 277070 2314048 1824630 2778108 2697925 742708 321840 1097074 1297022 301373 184362 795701 1112660 X AERIAL RECOVERY'S MISSION IS TO SAVE LIVES & STOP EVIL. THROUGH THE INNOVATIVE CREATION AND DEPLOYMENT OF 'HUMANITARIAN SPECIAL OPERATORS', AERIAL RECOVERY BRINGS TOGETHER SELECTED VETERANS AND FIRST RESPONDERS WHO, AFTER OVERCOMING THEIR OWN CHALLENGES, ARE READY TO SERVE OTHERS ON A GLOBAL SCALE. 0 0 451568 65854 65186 AERIAL RECOVERY'S DISASTER RELIEF INITIATIVE FOCUSES ON PROVIDING RAPID AND EFFECTIVE RESPONSE TO GLOBAL CRISES. OUR 'HUMANITARIAN SPECIAL OPERATORS" ARE DEPLOYED TO DISASTER-STRICKEN AREAS, OFFERING IMMEDIATE AID AND SUPPORT TO AFFECTED COMMUNITIES. THESE OPERATORS, TRAINED TO HANDLE HIGH-STRESS AND CHALLENGING ENVIRONMENTS, BRING CRITICAL RESOURCES, MEDICAL ASSISTANCE, SEARCH & RESCUE SERVICES, AND LOGISTICAL SUPPORT TO THOSE IN NEED. THE INITIATIVE UNDERSCORES AERIAL RECOVERY'S DEDICATION TO SAVING LIVES AND MITIGATING THE IMPACTS OF NATURAL AND MAN-MADE DISASTERS. TO DATE, AERIAL RECOVERY HAS AIDED OVER 8,000 PEOPLE CONDUCTING MISSIONS IN RESPONSE TO NATURAL DISASTERS SUCH AS HURRICANES, TORNADOES, FLOODS, VOLCANOES, EARTHQUAKES AS WELL AS MAN-CAUSED DISASTERS IN COUNTRIES SUCH AS HAITI, HONDURAS, AFGHANISTAN, THE BAHAMAS, THE UNITED STATES, TAJIKISTAN, ST. VINCENT, THE BRITISH VIRGIN ISLANDS, UKRAINE,PAKISTAN, AND CUBA. 913336 0 AERIAL RECOVERY'S FOUNDATIONAL INITIATIVE, HEAL THE HEROES, INVOLVES A YEAR-LONG TRANSFORMATIVE PROGRAM FOR STRUGGLING VETERANS AND FIRST RESPONDERS. PARTICIPANTS EMBARK ON AN IMMERSIVE RETREAT TO START THEIR HEALING JOURNEY, BOND WITH THEIR PLATOON, AND DISCOVER A RENEWED MISSION AND PURPOSE. THIS PROGRAM CULTIVATES MANY OF THEM INTO 'HUMANITARIAN SPECIAL OPERATORS'. POST-RETREAT, THESE 'HEROES' ARE OFFERED SPECIALIZED TRAINING TO EFFECTIVELY OPERATE IN AUSTERE ENVIRONMENTS. THIS EQUIPS THEM FOR VITAL ROLES IN COMBATING HUMAN TRAFFICKING, CONDUCTING DISASTER RESPONSE, AND LEADING HUMANITARIAN MISSIONS ALONGSIDE NGO PARTNERS. UPON PROGRAM COMPLETION, THEY ARE PREPARED TO LEAD AND SERVE IN AREAS EXPERIENCING THE GREATEST ADVERSITIES. 393771 10000 AERIAL RECOVERY'S ANTI-HUMAN TRAFFICKING INITIATIVE IS A CRITICAL COMPONENT OF ITS MISSION TO SAVE LIVES AND STOP EVIL. BY DEPLOYING OUR SPECIALLY TRAINING "HUMANITARIAN SPECIAL OPERATORS", THE ORGANIZATION COMBATS HUMAN TRAFFICKING ON A GLOBAL SCALE. THESE OPERATORS, COMPRISED OF SELECT VETERANS AND FIRST RESPONDERS, LEVERAGE THEIR UNIQUE SKILLS AND EXPERIENCES TO RESCUE VICTIMS, DISMANTLE TRAFFICKING NETWORKS, AND WORK WITH LOCAL LAW ENFORCEMENT TO BRING PERPETRATORS TO JUSTICE. AERIAL RECOVERY ALSO FUNDS AND OVERSEES A VARIETY OF AFTERCARE SERVICES FOR TRAFFICKING SURVIVORS THAT PROTECT AND PROVIDE HEALING AND REHABILITATION. IN SOME CASES, THIS INCLUDES SUPPORTING NON-PROFITS THAT FACILITATE ADOPTIONS OF RESCUED OR VULNERABLE CHILDREN. THESE INITIATIVES REFLECT AERIAL RECOVERY'S COMMITMENT TO PROTECTING VULNERABLE POPULATIONS AND ERADICATING ONE OF THE WORLD'S MOST HEINOUS CRIMES. 314049 AERIAL RECOVERY'S RESCUE AND REHABILITATION EFFORTS EXTEND TO ANIMALS. REDEMPTION RANCH RESCUES AND REHABILITATES ANIMALS IN DESPERATE NEED. ONCE THE ANIMALS ARE REHABILITATED, THEY ARE USED FOR SPECIALIZED THERAPEUTIC PROGRAMS FOR VETERANS WITH POST TRAUMATIC STRESS, CHILDREN WITH SPECIAL NEEDS, AND INDIVIDUALS SUFFERING FROM ABUSE. 314049 2072724 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 14 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X TORI BROYLES 6156939334 4235 HILLSBORO PIKE SUITE 300 NASHVILLE TN 37215 X BRITNIE TURNER PRESIDENT/CEO 20.00 X X 0 0 0 JEREMY LOCKE VICE PRESIDENT/COO 40.00 X X 0 130000 0 JOHN WITHERSPOON SECRETARY 20.00 X X 0 0 0 TORI BROYLES TREASURER 8.00 X X 0 0 0 MORGAN ORTAGUS DIRECTOR 2.00 X 0 0 0 JOSEPH MCCABE DIRECTOR 2.00 X 0 0 0 ROSEMARY CALCESE DIRECTOR 1.00 X 0 0 0 BRETT JAMES DIRECTOR 1.00 X 0 0 0 BRETT HARMELING DIRECTOR 1.00 X 0 0 0 0 130000 0 0 0 0 0 0 256084 2763933 3020017 DISASTER RELIEF INITIA 541900 65186 65186 65186 0 256084 84772 -84772 -84772 NET MERCHANDISE REVENU 900099 19334 19334 19334 3019765 65186 0 -65438 10000 10000 65854 65854 732134 573270 88025 70839 2528 800 1728 62779 47886 8476 6417 235668 117248 81901 36519 36957 36957 8798 2862 2579 3357 54581 10625 37887 6069 523130 506500 16630 278058 238781 2150 37127 55231 50714 4517 47766 15475 32291 CONTRACT LABOR 247395 173578 6464 67353 SUPPLIES 205808 201637 2260 1911 TRANSPORTATION 35834 35834 0 0 BANK AND MERCHANT FEES 30627 159 3100 27368 64777 21501 27683 15593 2697925 2072724 348131 277070 435375 141740 19000 49696 97024 895986 82328 381003 813658 231000 225600 1097074 1297022 80358 113609 160815 11844 60200 58909 301373 184362 X 0 0 0 0 795701 1112660 795701 1112660 1097074 1297022 X 321840 -4881 X 0 1 X 0 0 X 40182 63239 464315 3613860 3019765 7201361 40182 63239 464315 3613860 3019765 7201361 357517 6843844 7201361 0.95040 0.85280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 166994 15557 151437 94075 25087 68988 634917 41684 593233 813658 HEAL THE HEROES RENTAL DEPOSITS 196600 HEAL THE HEROES PROGRAM DEPOSITS 29000 225600 X 3019765 0 3019765 0 3019765 2697925 0 2697925 0 2697925 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT ENTITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAD NONE FOR THE YEAR ENDED DECEMBER 31, 2023, WOULD BE SUBJECT TO FEDERAL INCOME TAXES. THE ORGANIZATION'S INFORMATION RETURNS FILED WITH THE INTERNAL REVENUE SERVICE HAVE NOT BEEN EXAMINED IN THE PAST. THE ORGANIZATION IS NOT AWARE OF ANY UNCERTAINTIES THAT COULD JEOPARDIZE ITS NOT-FOR-PROFIT STATUS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES IS DEEMED NECESSARY. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX PROVISIONS ADDRESSED BY ASC 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023, FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS ARE UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSE. THE ORGANIZATION IS NO LONGER SUBJECT TO US FEDERAL AND FLORIDA INCOME TAX EXAMINATIONS BY AUTHORITIES FOR YEARS BEFORE 2021. 1 COLOMBIA 0 0 DONATION ANTI-HUMAN TRAFFICKING MISSION SUPPORT 14824 UKRAINE 0 0 DONATION HUMANITARIAN AID AND RESCUING CHILDREN FROM FRONTLINES 10000 BRITISH VIRGIN ISLANDS 1 3 PROGRAM SERVICES ANIMAL RESCUE & EQUINE HEALING 290541 INDIA 0 0 DONATION TRAINING PROGRAM SUPPORT FOR ANTI-HUMAN TRAFFICKING 41030 1 3 0 0 1 3 356395 0 356395 INDIA GRANT TO A NONPROFIT ORGANIZATION (FREE A GIRL) TO FUND A TRAINING PROGRAM TO SUPPORT ANTI-HUMAN TRAFFICKING OPERATIONS IN INDIA 41030 CHECK 0 COLOMBIA DONATION TO SUPPORT AN ANTIHUMAN TRAFFICKING MISSION IN CENTRAL AMERICA 14824 CHECK 0 UKRAINE DONATION TO A NON PROFIT ORGANIZATION (MAMAY PROJECT) IN UKRAINE DELIVERING HUMANITARIAN AID AND RESCUING CHILDREN FROM THE FRONTLINES 10000 CHECK 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION CONDUCTS DUE DILIGENCE ON ALL GRANTORS AND GRANTEES TO ENSURE THAT THE SOURCE OF DONATED FUNDS ARE LEGITIMATE AND IN NO WAY LINKED OR CONNECTED TO RISKS OF MONEY LAUNDERING OR TERRORIST FINANCING. AERIAL RECOVERY HAS A GRANT APPLICATION AND MANAGEMENT PROCESS THAT INCLUDES THE FOLLOWING STEPS: STEP 1: AERIAL RECOVERY'S 'REQUEST FOR FUNDING CONSIDERATION', ALSO KNOWN AS A 'FUNDING PROPOSAL FORM' IS SENT TO POTENTIAL GRANTEES. THEY ARE ASKED TO COMPLETE THIS FORM THOROUGHLY AND RETURN IT TO THE AERIAL RECOVERY LEADERSHIP. STEP 2: THE LEADERSHIP TEAM REVIEW THESE PROPOSALS ON A CASE BY CASE BASIS. IT IS AT THIS POINT THAT DUE DILIGENCE IS CONDUCTED TO MITIGATE ANY POTENTIAL RISKS TO THE ORGANIZATION AND TO ENSURE THE POTENTIAL GRANT RECIPIENT IS A REGISTERED CHARITY AND/OR A REGULATED ENTITY, THAT THE INITIATIVE THE FUNDING IS BEING REQUESTED TO SUPPORT IS ALIGNED WITH AERIAL RECOVERY'S MISSION, VISION AND STRATEGIC CHARITABLE OBJECTIVES, THAT THE STRATEGIC PLAN TO UTILIZE THE FUNDS WILL HELP TO ACHIEVE THE INTENDED PURPOSE, THAT RISK-MITIGATION MEASURES ARE IN PLACE AND THAT KPI'S AND OTHER MONITORING, EVALUATION AND IMPACT MEASUREMENT TOOLS ARE IN PLACE TO ENSURE THAT GRANT FUNDS DISTRIBUTED WILL BE BE STEWARDED RESPONSIBLY AND WITH INTEGRITY. STEP 3: SHOULD THE PROPOSAL MEET THE LEADERSHIP TEAM'S ASSESSMENT MEASURES, THEN LEADERSHIP PROVIDES THE BOARD OF TRUSTEES WITH A REQUEST TO APPROVE THE FUNDING REQUEST (THE BOARD IS PROVIDED WITH ALL OF THE REQUISITE INFORMATION TO MAKE AN INFORMED DECISION). STEP 4: SHOULD THE BOARD APPROVE THE REQUEST FOR FUNDING, THEN A GRANT AGREEMENT IS DRAFTED AND IS REVIEWED BY BOTH THE GRANTEE AND THE GRANTOR AND IF IN AGREEMENT, IS THEN SIGNED BY BOTH PARTIES. STEP 5: ONCE THE GRANT AGREEMENT IS SIGNED, THE FUNDS ARE DISTRIBUTED. THE GRANT AGREEMENT SHOULD DETAIL KEY MONITORING AND EVALUATION MEASURES THAT THE GRANTEE MUST ADHERE TO AND REPORT ON WITHIN AN AGREED UPON TIME FRAME. ANNUAL GALA 256084 256084 61783 132 22857 256084 256084 61783 132 22857 84772 -84772 1 CITY OF DAWSON SPRINGS 616001808 CITY OF DAWSON SPRIN 10000 0 FMV DISASTER RELIEF BRITNIE TURNER PRESIDENT/CEO PAY FOR EXPENSES X 160815 11844 0 1 1 11844 ELEVATE ISLAND MANAGEMENT (EIM) EIM IS OWNED BY BRITNIE TURNER, PRESIDENT OF FILING ORGANIZATION 507100 BASIC COSTS TO COVER EXPENSES ARE PAID TO EIM FOR THE HEAL THE HEROES RETREAT (ACCOMMODATION, FOOD AND BEVERAGE, ETC). NO PROFIT MADE. ALL TRANSACTIONS ARE AT ARM'S LENGTH AND FMV BASIC COSTS TO COVER EXPENSES ARE PAID TO EIM FOR THE HEAL THE HEROES RETREAT (ACCOMMODATION, FOOD AND BEVERAGE, ETC). NO PROFIT MADE. ALL TRANSACTIONS ARE AT ARM'S LENGTH AND BELOW MARKET VALUE. 0 G-FORCE MASTERMIND (GFM) GFM IS OWNED BY BRITNIE TURNER, PRESIDENT OF FILING ORGANIZATION 69000 BASIC COSTS TO COVER EXPENSES OF GFM MEMBERSHIP ARE PAID IN THE FORM OF MEMBERSHIP FEES FOR THE HEAL THE HEROES PROGRAM. NO PROFIT MADE. ALL TRANSACTIONS ARE AT ARM'S LENGTH AND BELOW MARKET VALUE. 0 AERIAL DEVELOPMENT GROUP LLC ADG IS OWNED BY AN S CORP THAT IS 100% OWNED BY BRITNIE TURNER, PRESIDENT 0 THE FILING ORGANIZATION SHARES SERVICES WITH ADG. ALL TRANSACTIONS ARE AT ARM'S LENGTH AND FMV. 0 FORM 990, PART VI, SECTION A, LINE 2 BRITNIE TURNER AND JEREMY LOCKE ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL PROVIDE THE FORM 990 TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, DURING EITHER THE Q4 OR Q1 BOARD MEETING, AERIAL RECOVERY'S BOARD IS ENGAGED IN A REVIEW OF ALL EXISTING AERIAL RECOVERY POLICIES. AT THIS TIME AMENDMENTS ARE MADE TO STRENGTHEN AND OR ENSURE THAT THE POLICIES STAY RELEVANT AND EFFECTIVE. ALSO ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUESTED TO REVIEW THE CONFLICT OF INTEREST POLICY AND TO SUBMIT ANY POTENTIAL CONFLICT OF INTEREST DECLARATIONS WHICH ARE THEN REVIEWED AND ANY ACTION NECESSARY TAKEN BY THE BOARD. BOARD MEMBERS ARE ALSO REMINDED THAT IF A POTENTIAL CONFLICT OF INTEREST ARISES THROUGHOUT THE YEAR THAT THEY ARE RESPONSIBLE FOR SUBMITTING A CONFLICT OF INTEREST DECLARATION FORM AT THE TIME IN WHICH THE POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED (AND NOT TO WAIT UNTIL THE ANNUAL MEETING WHERE POLICIES ARE REVIEWED FOR AMENDMENT CONSIDERATION). ANY DECLARATIONS MADE ARE REVIEWED BY THE BOARD AT THE TIME THEY ARE SUBMITTED AND CONSIDERATION OF ANY ACTION NECESSARY IS TAKEN AT THAT TIME. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND ALL EXISTING POLICIES WERE AVAILABLE UPON REQUEST DURING THE 2023 TAX YEAR. AS OF Q2 OF 2024 ALL GOVERNING DOCUMENTS, 2022 AND 2023 FINANCIAL AUDITS AND ALL EXISTING POLICIES (INCLUDING THE CONFLICT OF INTEREST POLICY) ARE PUBLICLY ACCESSIBLE ON AERIAL RECOVERY'S WEBSITE. FORM 990, PART VII, SECTION A, COLUMN E THE COMPENSATION FOR JEREMY LOCKE IS FOR HIS ROLE AS AN EMPLOYEE OF AERIAL RECOVERY AND NOT FOR HIS POSITION AS A BOARD MEMBER OR OFFICER. FORM 990, PART XI, LINE 9: INTEREST EXPENSE -4,881.