Skip to content
Nonprofiteer
← ALOE FAMILY INC

Form 990 for tax year 2022

Filed by ALOE FAMILY INC.

Totals

Total revenue
$236,363
Total expenses
$111,160
Contributions and grants received
$218,896
Grants paid
$0
Program service revenue
$17,467
Investment income
$0
Other revenue
$0
Total assets, end of year
$129,264
Total liabilities, end of year
$4,061
Net assets or fund balances, end of year
$125,203
Program services expenses (Part IX)
$82,408
Management and general expenses
$16,918
Fundraising expenses
$11,834
Program service expenses (Part III)
$82,408

Program services were 74.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $25,681

  • 1d · Related organizations

    $1,107

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $192,108

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Payment made for Volunteer Travel and Accommodations

    total $17,467 · related or exempt $17,467 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $18,735

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $16,064 · program services $4,994 · management and general $11,070 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $386 · program services $0 · management and general $386 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $1,923 · program services $0 · management and general $1,273 · fundraising $650

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $700 · program services $0 · management and general $700 · fundraising $0

  • 12 · Advertising and promotion

    total $6,042 · program services $0 · management and general $372 · fundraising $5,670

  • 13 · Office expenses

    total $740 · program services $0 · management and general $740 · fundraising $0

  • 14 · Information technology

    total $2,110 · program services $203 · management and general $1,907 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $26,597 · program services $26,110 · management and general $0 · fundraising $487

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $515 · program services $0 · fundraising $515

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $2,714 · program services $2,282 · management and general $0 · fundraising $432

  • 22 · Depreciation, depletion and amortization

    total $467 · program services $467 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $470 · program services $0 · management and general $470 · fundraising $0

  • 24a · Other expenses: Cost of Fundraising Transactions

    total $4,461 · program services $381 · management and general $0 · fundraising $4,080

  • 24b · Other expenses: Program Expenses (Supplies, Materials, Tools and Other)

    total $28,718 · program services $28,718 · management and general $0 · fundraising $0

  • 24c · Other expenses: Benevolence and Food for Program Participants

    total $3,264 · program services $3,264 · management and general $0 · fundraising $0

  • 24d · Other expenses: Mexico Operations (Rent, Utilities and Labor)

    total $15,610 · program services $15,610 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $379 · program services $379

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $100,230

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $16,501

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $13,000

  • 10b · Land, buildings and equipment: accumulated depreciation

    $467

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $12,533

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $4,061

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $125,203

Mission and programs · 2022

Mission

Our mission is to provide opportunities for eduction, well-being, self-sufficiency and healing to resilient communities and individuals facing challenges of poverty and lack of family support.

Activities or mission (Part I)

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.

  • Leadership and Professional Development: We are equipping future leaders to change cycles of poverty in their environments through business skills including marketing, budgeting, English, making artisan crafts and more. Locally and internationally, the entrepreneurs in our programs receive small business loans, business plan training, and mentorship to be able to achieve financial independence. We require our entrepreneurs to create a business plan and support them through the process. We host weekly business skills and English classes on topics such as product and cost analysis, budgeting, bookkeeping and financial statement basics. After an initial contribution from the entrepreneurs, we provide supplies, training and support in creating their products. We educate and support the entrepreneurs in finding a market for their products. The Aloe Family Marketplace, a separate for-profit entity, exists as an additional customer to purchase and sell artisans products with 100 percent of the proceeds going back into the programs of the Aloe Family. As of December 31, 2023, we had 11 entrepreneurs participating in our program at various beginning stages of their businesses. Some of the key performance indicators that we used to measure success of this program at this time are business class attendance rate, completion rate, participation rate, and retention rate. During 2022, we raised funds for and began construction on a workshop for one of our entrepreneurs and anticipate completion in the first half of 2023. We began the process of acquiring a house to serve as lodging for our volunteers in this program and to host our business and English classes, as well as any entrepreneur meetings and training sessions. At the "Aloe House," entrepreneurs will have free access to resources such as computers, printers, and other supplies necessary to help them develop their businesses.

    Expenses $34,978 · Revenue $5,822

  • Community and Education Support: We believe that education is the key to positive futures. In Nashville, the majority of children we serve are immigrants and refugees. We seek to remove the language barrier that is a persistent challenge for them in their education. Without English-speaking parents at home, we strive to provide sufficient and competent education aid and empower them to learn English and feel supported. We offer twice weekly homework help for the students and, once weekly, free English classes for the adults in our program. Each Saturday, we host a "community day," during which we provide educational games, health and wellness classes and life skills groups that focus on gratitude, self-care, safety and hope. We also provide food for the children and support for their parents. Our weekly community day is focused on education and relationship building in the community. In Mexico, we are acquiring the "Aloe House'' which will not only house students in need, but also act as a free resource for students in the community with access to computers, printers and school supplies. For students without access to school, we offer tutoring and reading support on a weekly basis. Within the community, we provide needed food and supplies to local children's homes and immigrant shelters. As of December 31, 2022, we served an average of 10 children in Nashville during our weekday homework help sessions, with an average of 6 volunteers and staff. We partnered with the children's schools to gain access to their online portal which shares topics that the children are focusing on each week. With this knowledge, we were able to tailor the content we provided so that it directly related to their school work. Our students were given an assessment in August 2022 and reassessed quarterly, showing a 5% increase in their scores. We will continue to reassess on a quarterly basis to measure academic improvement. Additionally, their schools have reported an increase in school attendance of the children in our tutoring program, with over half having perfect attendance for the last quarter. Our adult English classes were attended by an average of 8 students each week, with 2 volunteers and/or staff. Community days were attended by an average of 27 people within the community, with an average of 12 volunteers each week.

    Expenses $29,764 · Grants $23,980 · Revenue $5,822

  • Many of the families we serve struggle financially making health, wellness, and self-care an afterthought rather than a priority. Additionally, many of them have endured significant trauma in their lives. We believe that we cannot truly support the communities and individuals we serve without also addressing these physical and mental needs. We strive to provide trauma-informed environments and plan to eventually offer counseling services through our partners. Currently, through partnerships with local nonprofits and grocery stores, we ensure that those we serve are educated and have access to healthy food in order to prevent illnesses and malnutrition. In Nashville each Sunday, we distributed free, fresh groceries to an average of 39 families (an average of 174 individuals) weekly and totaling over 22,000 pounds of food in 2022. Each Saturday, we host a "community day," during which we provide educational games, health and wellness classes and life skills groups that focus on gratitude, self-care, safety and hope. We also provide food for the children and support for their parents. In the first half of 2023, we plan to provide weekly fitness opportunities through volunteers and local partnerships.

    Expenses $17,666 · Revenue $5,822

As filed on the 2022 return.

Listed in Part VII

  • Kristin Francis

    Board Chair/President

    Total calculated
    $0
    Hours/week
    5

  • Eliot Wilking

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Colin O'Grady

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Teri Jo Fletcher

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Josh Durham

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tommy Bethel

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Ford

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Natalie Hennessy

    Executive Director

    Total calculated
    $0
    Hours/week
    60

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202301359349316410

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.