2024-05-18T16:41:14-07:00 2023-12-31 990 2023-01-01 881797536 ALOE FAMILY INC ALOE 4128551249 1706 Martin Street Nashville TN 37203 Abigail Hardee Finance and Administration Associat 6159130877 2024-05-15 Abigail Hardee 999009999 1 1 11 1 AAL2 2023 2023-04-26 12:10:37Z Natalie Hennessy 1706 Martin Street Nashville TN 37203 386972 0 X www.thealoefamily.com X 2022 TN Our mission is to provide opportunities for education, well-being, self-sufficiency, and healing to resilient communities and individuals facing challenges of poverty and lack of family support. Our vision is to equip future leaders to change cycles of poverty in their environments through healing, hope and community empowerment. In everything we do, and in every interaction with those we serve, we will encourage these three things: resilience, empowerment and hope. We value cultural competency and letting local leaders lead. We value staff health and happiness. We value patience and allowing everyone to learn along their own journey. We value inclusiveness for all, regardless of race, gender, age or religion, that all must be equally valued and offered service to. We value patience and a constant state of growing, creativity, curiosity and passion. We value integrity and fierce open communication, to always pursue truth, transparency and honest. 10 10 2 275 952 0 218896 267324 17467 43018 0 952 0 -2576 236363 308718 0 0 0 0 16450 46920 0 0 8735 94710 257465 111160 304385 125203 4333 129265 139368 4062 9956 125203 129412 The mission of The Aloe Family is to provide opportunities for education, well-being, self-sufficiency and healing to resilient communities and individuals facing challenges of poverty and lack of family support. 0 0 103026 9000 15178 The mission of our Job Skills Program is to provide resilient individuals with resources for increasing their financial self-sufficiency, self-esteem, autonomy, and sense of community. Locally and internationally, we strive to empower these future leaders by offering small business loans, business skills training, and mentorship. For those taking advantage of our small business loans, we require an initial contribution from the entrepreneurs of 10% of projected costs and weekly attendance at our English and business skills classes where they learn about topics such as product and cost analysis, budgeting, bookkeeping and financial statement basics. After receiving the supplies, training, and support to create their products and launch their businesses, our entrepreneurs are required to repay 20% of expenses incurred. We educate and support the entrepreneurs in finding markets for their products within their communities. The Aloe Family Marketplace, a separate for-profit entity, exists as an additional customer to purchase and resell their products with all proceeds going back into Aloe Family programs. As of December 31, 2023, through our Job Skills Program in Mexico, we supported a total 20 entrepreneurs who are in various stages of operating their own businesses. We had an average of eight attendees in our weekly business and English classes and hosted a celebration in December for those completing the program. All of the entrepreneurs that received loans through our program increased their monthly income and are currently making regular loan repayments. In Nashville, we had a group of three artisans that met weekly with our business consultant to develop their products and businesses. We also provided resources and mentorship to help place four program participants in full-time jobs. During 2023, we completed renovations on a house in Mexico which serves as home base for our volunteers and hosts our business and English classes, as well as any entrepreneur meetings and training sessions. At the Aloe House, entrepreneurs have access to resources such as computers, printers, and other supplies necessary to help them develop their businesses. The Aloe House also hosted 12 volunteer groups throughout 2023, during which volunteers supported our Job Skills mission by teaching business classes and training our staff and entrepreneurs in their areas of expertise, as well as partnering with our staff to complete construction projects to house our entrepreneurs' businesses. We collected program revenue from the following three sources: fees paid by volunteer groups traveling to Mexico, whose efforts benefit all three of our programs, fees paid through a partnership with Dributts for reusable diapers sewn by a small group of our entrepreneurs in Mexico, and nominal fees charged to our entrepreneurs for the purchase of materials necessary for their products which are not otherwise accessible to them in Mexico. 83630 0 13920 We believe that education is the key to a positive future. In our Nashville program, the majority of those we serve are immigrants and refugees. The language barrier is a persistent challenge in their education, for both students and their parents. Through our Community and Education Support Program, we strive to provide sufficient and competent educational aid and to empower our program participants to improve their English proficiency. We offer twice weekly homework help for students and once weekly English classes for the adults in our program. Each Saturday, we host a "community day," during which we provide educational games and programming aimed at building a sense of community, safety, and hope. In 2023, recognizing the unique needs of those we serve and the importance of providing the best possible care, two of our program staff members completed a Trauma Competent Care Affiliate Training program. We also made adjustments to our tutoring schedules to better accommodate the needs of the students we serve. These adjustments resulted in an upswing in both student and volunteer participation. We had an average of 26 volunteers in our children's programs each week and served an average of 14 students for homework help and 29 children during our community days. By partnering with the schools our students attend, we gained access to topics being covered in their classes and were able to tailor the content we provided accordingly. All of the students in our homework help program increased their school attendance and 95% received passing grades in all subjects. Our students saw the following average increases in academic performance: 2.8% in English Language Arts (ELA), 11% in Mathematics, 7% in Science, and 3% in Social Studies. In the community we serve in Mexico, San Luis Rio Colorado, many students are unable to attend school due to lack of financial resources, transportation, or necessary legal paperwork. The Aloe Family offers transportation, classes, and tutoring once weekly to these students at the Aloe House. Students have access to technology and supplies that are not otherwise available to them. We strive for it to be a refuge for them and a place of support and hope. In 2023, we expanded our reach in the area, preparing to offer tutoring and education services in an additional under-served community called Mesa Rica. Mesa Rica has one teacher for all students in the area, resulting in lower quality of education for the students. We began investing in the community and building relationships as a foundation for our upcoming tutoring and education program. As of December 31, 2023, we served an average of five students each week in our San Luis tutoring program and continued to build relationships in the community to grow the program. In an effort to provide the best possible instruction to those we serve, Aloe Family education leaders began the process of TEFL certification for teaching English as a second language and developed a curriculum specific to Spanish speakers coming from limited educational backgrounds. In 2023, our adult English classes in Nashville were attended by an average of six program participants each week. In 2023, we launched our Apprenticeship Program for teens and young adults in San Luis. The participants in our program lack family support and financial resources to continue their education and prepare for their futures. We strive to provide support, resources, and hope by offering our apprentices housing at the Aloe House, scholarships and loans to continue their education, and coaching on the life skills necessary for a healthy and productive future. Apprentices also have the opportunity to learn a trade by working with our staff on current Aloe Family projects or through internships with our entrepreneurs. During 2023, we had three apprentices in our program. Each of them attended school regularly and are repaying their student loans. In 2023, we hosted 12 volunteer groups in San Luis, who supported our Community and Education Program by teaching English classes to and strengthening relationships with our students. We collected program revenue fees paid by volunteer groups on these trips. 50958 1980 13920 Many of the families we serve struggle financially making health, wellness, and self-care an afterthought rather than a priority. Many of them have endured significant trauma in their lives. We believe that we cannot truly provide support for the communities and individuals we serve without also addressing these physical and mental needs. Through our Hope and Healing program, we strive to address these needs for the people we serve and be their support system in times of crisis and as they work toward a healthier future. In 2023, two of our program staff members completed a Trauma Competent Care Affiliate Training program, with the goal of our entire staff completing the program in 2024. Currently, through partnerships with local nonprofits and grocery stores in Nashville, we provide access to free, fresh groceries for the families we serve. In the community where our Nashville services are based, we distributed groceries weekly to an average of 53 families, serving an average of 239 individuals, and totaling 35,000 pounds of food. We added an additional under-served community to this program, where we distributed groceries once monthly to an average of 17 families, serving an average of 82 people each month. In Nashville, we distributed over $3,000 in donated clothing to our program participants through three free community stores hosted during the year. In Mexico, we began providing therapy for our Apprenticeship program participants. We distributed supplies and food to children's homes, immigration shelters, and individuals and families living in the local landfill. In 2023, we hosted 12 volunteer groups in San Luis, who supported our Hope and Healing Program by strengthening relationships with our students and distributing food and supplies throughout the community. We collected program revenue fees paid by volunteer groups on these trips. 0 0 0 237614 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 2 1 0 0 0 0 1 1 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 TN X The Aloe Family 6159130877 1706 Martin St Nashville TN 37203 Abigail Hardee Finance and Administration Associate 40 5 X 29996 0 0 Natalie Hennessy Executive Director 54 0 X 13200 0 0 Teri Jo Fletcher Board Member 1 0 X 0 0 0 Josh Durham Board Member 1 0 X 0 0 0 Tommy Bethel Board Member 2 0 X 0 0 0 Jeffrey Ford Board Member 3 0 X 0 0 0 Bradley Lowery Board Member 1 0 X 0 0 0 Brittany Stewart Board Member 1 0 X 0 0 0 Peter Lindquist Board Member 2 0 X 0 0 0 Kristin Francis Board Chair/President 3.00 0 X 0 0 0 Eliot Wilking Treasurer 3 0 X 0 0 0 Colin O'Grady Secretary 1 0 X 0 0 0 43196 0 0 0 0 0 0 0 0 0 113346 2247 0 151731 47134 267324 Volunteer Contributions for International Skills Teaching Trips Including Meals and Lodging 721199 41759 41759 0 0 Sale of Reusable Diapers Made in Program to Dributts, a 501(c)(3) Tax-Exempt Organization 421000 1000 1000 0 0 Contributions to the Cost of Materials Made by International Program Participants 423990 259 259 0 0 0 0 0 0 43018 952 0 952 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 75678 113346 78254 -2576 0 -2576 0 308718 43018 952 -2576 X 0 0 0 0 0 0 0 0 43196 6600 32636 3960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3724 0 3724 0 0 0 0 0 1230 0 1230 0 900 0 900 0 0 0 0 0 0 0 0 0 0 0 77327 69834 7463 30 1403 1403 2766 0 2766 0 4080 66 2794 1220 0 0 0 0 39119 39119 0 0 55103 53109 1994 0 0 0 0 0 1175 0 1175 0 129 0 129 0 0 0 0 0 3133 3133 0 0 851 0 851 0 Program expenses including supplies and materials for our three programs 66517 65753 764 0 Cost of Fundraising Transactions - Payment Processing Fees 2122 0 0 2122 Staff and volunteer fringe benefits 890 0 890 0 Loss due to theft from our operations in San Luis Rio Colorado, Mexico 720 0 720 0 0 0 0 0 304385 237614 58036 8735 100230 60381 0 39879 16502 0 17923 0 0 0 0 0 2931 0 0 0 21854 3600 12533 18254 0 0 0 0 0 129265 139368 4062 9956 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4062 9956 X 125203 113931 0 15481 125203 129412 129265 139368 4333 0 0 0 -124 0 X 0 0 0 X 236364 267978 504342 118042 118042 0 0 0 236364 386020 622384 622384 952 952 0 0 0 0 952 952 0 0 0 236364 386972 623336 X Schedule A, Part I, Line 1 Line 1: We had $267,978 in gifts, grants, and in-kind contributions in 2023. Schedule A, Part I, Line 2 Line 2: Gross receipts from tickets to fundraising events of $75,678, $1,000 from the sale of our entrepreneur products to another 501(c)(3) organization to further our Job Skills mission and provide jobs for a small group of our entrepreneurs, and $258.38 in contributions made from our Mexico entrepreneurs, whose access to materials for their products is limited in their area. We ask for a nominal fee in order to provide these materials to them. Additionally, we received in $41,106 in donations from volunteers for the purpose of visiting our Mexico operations and performing volunteer activities to further our mission in under-served areas near San Luis Rio Colorado. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 454 0 454 0 0 0 0 0 0 0 0 0 0 0 0 16000 5400 3600 17800 18254 Central America and the Caribbean 1 4 Program Services The Aloe Family conducts each of its three programs in San Luis Rio Colorado, Mexico. Our operations are based out of a home we rented and renovated to host our classes and to house our apprenticeship program participants and our monthly volunteer teams from the United States. Our team conducts job skills and English skills classes weekly for the adult entrepreneur cohort, as well as mentors and supports the entrepreneurs in launching and operating their businesses. Along with help from our monthly volunteer teams, we have constructed and renovated buildings from which our entrepreneurs base their operations. Our team conducts weekly tutoring and English classes for the students in the area, who are not able to attend school or who live in under-served areas where teachers and educational resources are limited. We also provide housing, educational resources, scholarships, and life skills mentorship for teens in the area who lack family support and financial resources. 173357 1 4 173357 0 0 0 0 0 0 Masquerade Gala of Music City 88554 42763 45791 0 36650 4515 0 0 6985 Dayclub Golf Tournament 47811 28221 19590 0 7521 13064 0 0 1193 8 52658 42361 10297 0 0 4300 0 0 4026 189023 113345 75678 0 44171 21879 0 0 12204 78254 -2576 X 27564 Donor's estimated value X 1 5400 Cost to donor X 3 6300 Donor's estimate of FMV X Silent Auction Items for Masquerade Gala Fundraising Event 33 7870 Donor's estimate of fair market value X Services for Masquerade Gala Fundraising Event 2 5500 Vendor's communicated fair market value 0 0 0 0 Form 990, Part VI, Section A, Line 9 Kristin Francis, 3810 14th St S, Arlington, VA 22204-5042. Eliot Wilking, 234 E 4th St Apt 19, New York, NY 10009-7455. Colin O'Grady, 1056A Zophi St, Nashville, TN 37216-3032. Terri Jo Fletcher, 520 39th Ave N, Nashville, TN 37209. Robert Bethel, 4309A Sneed Rd, Nashville, TN 37215-3215. Jeffrey Ford, 1244 Scarcroft Ln, Nashville, TN 37221-6713. Peter Lindquist, 1616 West End Ave, Nashville, TN 37203-3263. Bradley Lowery, 2224 14th Ave W, Unit 203, Palmetto, FL 34221. Brittany Stewart, 6224 Crystal Cove Ct, McKinney, TX 75071. Josh Durham, 1814 Martin St, Nashville, TN 37203-5531. Form 990, Part VI, Section B, Line 11b The draft Form 990 was emailed to the Board of Directors for their review. Form 990, Part VI, Section B, Line 12c The President/Chairperson monitors compliance with the policy. Form 990, Part VI, Section C, Line 19 The Aloe Family's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part IX, Line 11g The Aloe Family employed part-time independent contractors in the execution of our programs to provide the highest level of service to our program participants. Program Service Expenses for Non-Employees includes amounts paid to tutors for our children's education, community activity, and English as a Second Language (ESL) services, as well as consultants to develop education and ESL curriculums, assist our entrepreneurs, coordinate and communicate with volunteers in our Nashville, Tennessee programs. It also includes labor for our three apprentices and wages for our four employees in San Luis Rio Colorado, Mexico. Management and General Expenses for Non-Employees includes amounts paid to a marketing and social media contractor in Nashville, as well amounts paid for Spanish language translation services in San Luis. Fundraising Expenses for Non-Employees includes amounts paid for the distribution of our impact reports and other communications to our donors and an amount paid to a consultant for help with our donor management system. Form 990, Part IX, Line 24e $55,233.99 in in-kind donations were consumed or distributed in the course of fundraising events. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr 1706 Martin St Nashville TN 37203 881797536 Sales of products created by the entrepreneurs in Aloe Family programs. TN N/A C 9433 9276 1 0 0 0 1 0 0 0 0 0 1 0 0 1 0 1 1 1 1 0 0 Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr c 2247 The Aloe Family Marketplace made a contribution to the Aloe Family in 2023 of $2,247. Because the Aloe Family Marketplace exists to provide customers for the entrepreneurs in the Aloe Family's Job Skills program, profits are re-invested to help further our program's reach and continue providing the support and resources our entrepreneurs need to thrive in their businesses. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr i 591 The Aloe Family regularly gifts our volunteers and donors with products made by our entrepreneurs, which have been purchased by Aloe Family Marketplace. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr l 0 Aloe Family Marketplace utilizes unpaid volunteers and Aloe Family contractors and staff. Aloe Family staff works an average of three hours per week performing Aloe Family Marketplace tasks. Throughout the year, Aloe Family employees attend various events and pop-ups, educating potential donors and volunteers about the Aloe Family and our mission. In the course of these events, we sell Marketplace products. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr n 0 The Aloe Family and Aloe Family Marketplace are housed in a space that has been donated free of charge. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr o 2500 Aloe Family employees spend an average of three hours per week on Aloe Family Marketplace task, such as organizing inventory and shipping products sold on the Marketplace website. Throughout the year, Aloe Family employees attend pop-up events, educating potential volunteers and donors about the Aloe Family's vision and programs. In the course of these events, we offer Marketplace products for purchase. We estimate the amount at approximately three hours per week at a rate of $17 per hour. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr p 2000 In the course of a year, materials used to create Marketplace merchandise are purchased by Aloe Family, or conversely, materials used in the course of Aloe Family job skills classes are purchased by Marketplace. When these items are transferred from one entity to the other, reimbursement is made for the materials in a timely manner. Aloe Family Marketplace LLC % Natalie Hennessy Sole Mbr q 2000 In the course of a year, materials used to create Marketplace merchandise are purchased by Aloe Family, or conversely, materials used in the course of Aloe Family job skills classes are purchased by Marketplace. When these items are transferred from one entity to the other, reimbursement is made for the materials in a timely manner. We mailed a request for an extension when it became clear that we would need additional time and guidance to complete our Form 990.