2020-08-21T09:29:32-05:00 2019-12-31 476097913 SEIM JOHNSON LLP 18081 BURT STREET SUITE 200 OMAHA NE 680224722 990 2019-01-01 030605993 SHELTERING TREE INC SHEL 4026794444 PO BOX 4990 OMAHA NE 68104 JOHN GRIFFITH PRESIDENT 4026794444 2020-08-18 1 WENDY R COOLEY P01523804 4023302660 209.34.201.180 2020-08-18 08:05:12 CD P EC000A4C298CDCF62DC6D64D712DA4062CF1B75C 5D066E2939FE45487034BD10C4A0DC94BE27FEF9 2019 2020-11-06 18:47:13Z DENISE GEHRINGER PO BOX 4990 OMAHA NE 68104 1508170 0 X WWW.SHELTERINGTREECOMMUNITY.ORG X 2007 NE TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. 14 14 16 25 0 0 396550 1386223 0 0 799 44397 44606 54898 441955 1485518 0 94468 0 0 2272 65073 0 0 14673 314077 97354 316349 256895 125606 1228623 1034504 2834800 8416 15322 1026088 2819478 TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. 0 0 207104 94468 67300 THE ORGANIZATION IS DEDICATED TO BUILDING AFFORDABLE, QUALITY, SAFE, APARTMENT COMMUNITIES TO HELP ADULTS WITH DEVELOPMENTAL DISABILITIES ACHIEVE MAXIMUM INDEPENDENCE, LEAD PRODUCTIVE AND FULFILLING LIVES, BUILD FRIENDSHIPS, BELONG TO AND CONTRIBUTE TO THE GREATER COMMUNITY IN WHICH THEY LIVE. 207104 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 2 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 1 0 X ANNE CARTER 4026794444 PO BOX 4990 OMAHA NE 68104 JOHN GRIFFITH PRESIDENT 4.00 X X 8000 0 0 TOM JENKINS VICE PRESIDENT 2.00 X X 0 0 0 MARK TREINEN SECRETARY 2.00 X X 0 0 0 KELLY WALTERS TREASURER 4.00 X X 0 0 0 SHIRLEY MCNALLY PRESIDENT THRU 03/19 8.00 X X 0 0 0 PATRICK MCNALLY VICE PRESIDENT THRU 03/19 2.00 X X 0 0 0 MOLLY ZAVITZ SECRETARY THRU 03/19 1.00 X X 0 0 0 MICHELLE MESSER SECRETARY 03/19 - 05/19 2.00 X X 0 0 0 ANNE CARTER TREASURER THRU 03/19 15.00 X X 0 0 0 KIM BAINBRIDGE MEMBER 1.00 X 0 0 0 DR GARY GARD MEMBER 1.00 X 0 0 0 EMILY KOZLIK MEMBER 1.00 X 0 0 0 JOHN KUEHL MEMBER 1.00 X 0 0 0 MARGARET MILLER MEMBER 1.00 X 0 0 0 TOM MONTEITH MEMBER 1.00 X 0 0 0 SR ROSALIE RICCOBONO MEMBER 1.00 X 0 0 0 MARYBETH ROSSITER MEMBER 2.00 X 0 0 0 JILL ROTELLA MEMBER 1.00 X 0 0 0 PAUL SOBCZYK MEMBER 1.00 X 0 0 0 JOAN ALLEN MEMBER THRU 03/19 1.00 X 0 0 0 WARREN BROWN MEMBER THRU 03/19 1.00 X 0 0 0 DENISE GEHRINGER EXECUTIVE DIRECTOR 40.00 X 50000 0 0 58000 0 0 0 0 0 0 0 118473 1267750 1100000 1386223 44397 44397 10250 118473 22652 -12402 -12402 MEAL SERVICE REVENUE 722514 65250 65250 MISCELLANEOUS REVENUE 900099 2050 2050 67300 1485518 67300 0 31995 94468 94468 58000 32500 13000 12500 4500 4500 2573 1673 257 643 3150 3150 300 300 2567 1504 1063 2110 2110 5655 5655 8787 8787 CATERING 58925 58925 PROGRAM ACTIVITIES 11438 11438 SUPPLIES 3600 3600 TAXES AND LICENSES 547 547 275 108 167 256895 207104 35118 14673 223090 85944 199000 39000 68000 30407 52879 991055 2000 3295 1178466 7540 26388 1170926 210912 220163 480235 66010 1034504 2834800 6252 15322 2164 0 8416 15322 X 946457 1044683 79631 1774795 1026088 2819478 1034504 2834800 1228623 564767 0 X X 0 1 X 1 0 X 227318 896801 360716 396550 1386223 3267608 111712 34347 44606 67300 257965 339030 896801 395063 441156 1453523 3525573 1100000 1100000 0 1100000 1100000 2425573 799 44397 45196 799 44397 45196 10250 10250 339030 896801 395063 441955 1508170 3581019 0.67730 0.99960 0.01260 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT - 2019 AMOUNT: $ 10,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1100000 1100000 28273 7540 20733 50193 50193 1170926 INVESTMENT IN LIMITED PARTNERSHIP 220163 C 220163 X 1623170 115000 22652 137652 1485518 0 1485518 394547 115000 22652 137652 256895 0 256895 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE ORGANIZATION'S TAX EXEMPT STATUS. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2019 AND 2018, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 22,652. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 22,652. DINNER 128723 118473 10250 1000 650 14307 6695 128723 118473 10250 1000 650 14307 6695 22652 -12402 1 SHELTERING TREE HOUSING CORPORATION 1323 WILLIAM ST OMAHA NE 68108 454896566 501(C)(3) 91868 FOR EXPENSES RELATED TO THE BELLEVUE EXPANSION. 1 0 X 1 1100000 APPRAISED FMV 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 14: THE ORGANIZATION HAS DRAFTED A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY THAT IS PENDING BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE EXECUTIVE COMMITTEE MONITORS COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD MEMBERS DETERMINED THE COMPENSATION FOR DENISE GEHRINGER. COMPARABILITY DATA WAS USED TO DETERMINE A NORMAL RANGE OF COMPENSATION FOR THE EXECUTIVE DIRECTOR OF A SMALL NON-PROFIT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE SHELTERING TREE FINANCE AND AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.