2024-08-22T13:48:56-05:00 2022-12-31 650715836 ZOMMA GROUP LLP 355 ALHAMBRA CIRCLE SUITE 1100 CORAL GABLES FL 33134 990 2022-01-01 824664854 AERIAL RECOVERY AERI 6156939334 4235 HILLSBORO PIKE STE 300 NASHVILLE TN 37215 BRITNIE TURNER PRESIDENT 6156939334 2024-08-21 1 1 MARGARITA G LISKER CPA P00957338 3054448288 2024-08-21 2022 2024-08-08 14:25:15Z X BRITNIE TURNER 4235 HILLSBORO PIKE STE 300 NASHVILLE TN 37215 3663577 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. 10 8 0 200 0 0 464315 3591130 0 39191 0 -93855 0 -15650 464315 3520816 144391 88054 0 0 0 376006 0 0 244870 213196 2314048 357587 2778108 106728 742708 115336 1097074 60838 301373 54498 795701 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 1109148 49288 39191 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 RESCUED OVER 7,500 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. 260187 9478 AERIAL RECOVERY'S FOUNDATIONAL INITIATIVE, HEAL THE HEROES, INVOLVES A YEAR-LONG TRANSFORMATIVE PROGRAM. PARTICIPANTS, NOMINATED FOR THEIR RESILIENCE AND POTENTIAL, EMBARK ON AN IMMERSIVE RETREAT TO START THEIR HEALING JOURNEY, BOND WITH THEIR PLATOON, AND DISCOVER A RENEWED MISSION AND PURPOSE. THIS PROGRAM CULTIVATES THEM INTO 'HUMANITARIAN SPECIAL OPERATORS'.POST-RETREAT, THESE 'HEROES' UNDERGO 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. 929921 29288 AERIAL RECOVERY'S ANTI-HUMAN TRAFFICKING INITIATIVE IS A CRITICAL COMPONENT OF ITS MISSION TO STOP EVIL. BY DEPLOYING OUR SPECIALLY TRAINED '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 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. 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. 2299256 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 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 46 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 8 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X TORI BROYLES 6156939334 4235 HILLSBORO PIKE SUITE 300 NASHVILLE TN 37215 X TIM BALLARD DIRECTOR 1.00 X 0 0 0 MORGAN ORTAGUS DIRECTOR 2.00 X 0 0 0 SCOTT BROWN DIRECTOR 0.50 X 0 0 0 JOSEPH MCCABE DIRECTOR 2.00 X 0 0 0 ROSEMARY CALCESE DIRECTOR 1.00 X 0 0 0 DUSTIN DRUMMOND DIRECTOR 0.50 X 0 0 0 BRETT JAMES DIRECTOR 1.00 X 0 0 0 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 8.00 X X 0 0 0 TORI BROYLES TREASURER 20.00 X X 0 0 0 0 130000 0 0 0 0 0 0 540082 3051048 208001 3591130 DISASTER RELIEF INITIATIVE 541900 39191 39191 39191 25740 119595 -93855 -93855 -93855 0 540082 23166 -23166 -23166 MISCELLANEOUS REVENUE 900099 7516 7516 7516 3520816 39191 0 -109505 9478 9478 78576 78576 346092 256207 38835 51050 1535 335 1200 28379 20599 3366 4414 108590 52073 37126 19391 26060 1920 24140 10873 2964 7698 211 41490 30 41302 158 100800 100800 727624 647619 26037 53968 51447 33641 17806 1315 691 624 CONTRACT LABOR 802289 741606 20683 40000 SUPPLIES 303390 263493 20522 19375 AUTO EXPENSE 52429 52288 141 BANK AND MERCHANT FEES 27315 1018 26297 60426 35918 18642 5866 2778108 2299256 233982 244870 114753 435375 583 49696 408100 27097 0 381003 0 231000 115336 1097074 32456 80358 160815 22700 60200 5682 60838 301373 X 0 0 0 0 54498 795701 54498 795701 115336 1097074 X 742708 -251 -1254 X 0 1 X 0 0 X 32131 40182 63239 464315 3613860 4213727 32131 40182 63239 464315 3613860 4213727 620173 3593554 4213727 0.85280 0.68230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 142013 6406 135607 82101 6893 75208 183986 13798 170188 381003 HEAL THE HEROES RENTAL DEPOSITS 196000 HEAL THE HEROES PROGRAM DEPOSITS 35000 231000 X 3520816 0 3520816 0 3520816 2778108 0 2778108 0 2778108 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, 2022, 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, 2022, 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 2020. 1 UKRAINE 1 0 PROGRAM SERVICE MISSIONS UKRAINE ORPHAN RESCUE MISSION 1699437 UKRAINE 1 0 DONATION DONATION OF VEHICLES FOR HUMANITARIAN AID 58576 BRITISH VIRGIN ISLANDS 1 1 DONATION DONATION OF AID FOR CHILDREN IN NEED 3000 BAHAMAS 0 0 DONATION DISASTER RELIEF 17000 3 1 0 0 3 1 1778013 0 1778013 CENTRAL AMERICA AND THE CARIBBEAN DONATION - FIRST RESPONDERS 17000 CHECK 0 1 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. PART III ACCOUNTING METHOD: CONCERT SERIES 21392 21392 203 ANNUAL GALA 518690 518690 22963 540082 540082 23166 23166 -23166 1 DIRECT CASH ASSISTANCE FOR CANCER TESTING 1 9478 FMV BRITNIE TURNER PRESIDENT/CEO PAY FOR EXPENSES X 160815 160815 0 1 1 160815 ELEVATE ISLAND MANAGEMENT (EIM) EIM IS OWNED BY BRITNIE TURNER, PRESIDENT OF FILING ORGANIZATION 296800 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 53000 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 (ADG) 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 X 1 3500 FMV X ANIMALS FOR REDEMPTION RANCH 1 176000 FMV X GIVING SHOP ITEMS 1 28000 FMV 0 0 0 0 FORM 990 FORM 990 IS BEING AMENDED TO INCORPORATE CHANGES MADE AFTER THE ENTITY'S FINANCIAL STATEMENTS WERE AUDITED. AMENDMENTS WERE MADE THROUGHOUT THE RETURN FROM THE MISSION STATEMENT, PROGRAM SERVICE ACCOMPLISHMENTS, ALLOCATION OF REVENUES AND FUNCTIONAL EXPENSES, BALANCE SHEET PRESENTATION, AND REQUIRED SCHEDULES. 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 12 THE BOARD OF DIRECTORS IS REQUIRED TO SIGN A CONFLICTS OF INTEREST DISCLOSURE ANNUALLY. SHOULD A CONFLICT ARISE, THAT PERSON WILL RECUSE THEMSELVES FROM ALL DISCUSSION AND/OR VOTE ON THE MATTER IN QUESTION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN E THE COMPENSATION REPORTED FOR JEREMY LOCKE IS FOR HIS ROLE AS CHIEF OPERATING OFFICER OF AERIAL RECOVERY AND NOT FOR HIS POSITION AS A BOARD MEMBER OR OFFICER. FORM 990, PART XI, LINE 9: INTEREST EXPENSE -1,254.