2025-11-14T16:01:25-06:00 2024-12-31 470698853 BLAND & ASSOCIATES 450 REGENCY PARKWAY OMAHA NE 68114 990 2024-01-01 470601005 SIENA FRANCIS HOUSE SIEN 4023411821 1401 N 18TH STREET OMAHA NE 68102 LINDA TWOMEY EXECUTIVE DIRECTOR 4023411821 2025-11-14 1 1 MIKE MULLER P01798781 4023978822 2025-11-14 2024 2025-03-06 01:10:19Z LINDA TWOMEY 1401 N 18TH STREET OMAHA NE 68102 17766652 0 X WWW.SIENAFRANCIS.ORG X 1977 NE CARE AND SUPPORT FOR THE HOMELESS 15 15 139 2596 0 0 14935014 10997682 0 0 241242 422808 71866 347447 15248122 11767937 2625259 3701319 0 0 4991358 5612529 0 0 1034598 4584399 5305734 12201016 14619582 3047106 -2851645 40280156 38271550 1415456 1567207 38864700 36704343 THE SIENA FRANCIS HOUSE WELCOMES, SHELTERS, AND EMPOWERS INDIVIDUALS EXPERIENCING HOMELESSNESS TO NAVIGATE THEIR PATH TO HOUSING. 0 0 12552234 3701319 362175 THE SIENA FRANCIS HOUSE PROVIDES EMERGENCY SHELTER AND A NUMBER OF RELATED SERVICES TO FAMILIES AND INDIVIDUALS FROM OUR OMAHA COMMUNITY WHO FIND THEMSELVES HOMELESS, AND IN NEED OF ASSISTANCE. ALL SERVICES ARE PROVIDED AT NO COST. THE CURRENT PROGRAMS INCLUDE: SHELTER - THE ORGANIZATION PROVIDES EMERGENCY, OVERNIGHT SHELTER TO THE HOMELESS. FOOD - THE ORGANIZATION SERVES FOOD (UP TO THREE MEALS EACH DAY) TO THE POOR AND HOMELESS. ADDICITION RECOVERY - THE ORGANIZATION OFFERS AN IN-PATIENT, ADDICTION RECOVERY PROGRAM FOR THE HOMELESS. THIS PROGRAM INCLUDES PROVIDING ACCESS TO COUNSELING, JOB TRAINING, AND MEDICAL & MENTAL HEALTH SERVICES TO THOSE HOMELESS MEN AND WOMEN WISHING TO TAKE THIS MAJOR LIFE STEP. 12552234 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 95 0 1 139 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 1 1 X X JOHN BENDON 4023411821 1401 N 18TH ST OMAHA NE 68102 CARY WARD CHAIR 1.00 0.40 X X 0 0 0 LIZ MAZZOTTA VICE CHAIR 1.00 0.40 X X 0 0 0 ROXANA CORTES-MILLS SECRETARY (THRU 7/31) 1.00 0.40 X X 0 0 0 JOHN SIBLEY DIRECTOR (THRU 7/31) / SECRETARY 1.00 0.40 X X 0 0 0 AMY BOUCHARD TREASURER 1.00 0.40 X X 0 0 0 ALAN VALENTINE DIRECTOR 1.00 0.40 X 0 0 0 ANGELA DECKER DIRECTOR 1.00 0.40 X 0 0 0 ANN O'CONNOR DIRECTOR 1.00 0.40 X 0 0 0 BEN HOCHSTEIN DIRECTOR 1.00 0.40 X 0 0 0 BILL BARNA DIRECTOR 1.00 0.40 X 0 0 0 BRIAN GALLOWAY DIRECTOR 1.00 0.40 X 0 0 0 DANIEL HASSING DIRECTOR 1.00 0.40 X 0 0 0 JEREMIAH NEAL DIRECTOR (THRU 7/31) 1.00 0.40 X 0 0 0 DAVID BLACK DIRECTOR 1.00 0.40 X 0 0 0 MARK FOXALL DIRECTOR 1.00 0.40 X 0 0 0 THOMAS MCLEAY DIRECTOR 1.00 0.40 X 0 0 0 TIM DUNNING DIRECTOR 1.00 0.40 X 0 0 0 LINDA TWOMEY EXECUTIVE DIRECTOR/CEO 38.00 2.00 X 226754 0 20534 JOHN BENDON DIRECTOR OF FINANCE/CONTROLLER 38.00 2.00 X 130123 0 281 CHRISTOPHER BAUER CHIEF ADVANCEMENT OFFICER 40.00 X 127501 0 16475 RODNEY BAUER CLINICAL PROGRAM DIRECTOR 40.00 X 103274 0 11527 MICHELLE BOBIER CHIEF PROGRAM OFFICER 40.00 X 119074 0 11715 706726 0 60532 5 0 1 0 0 84302 1105642 9807738 3723664 10997682 428551 428551 5960986 5949471 17258 11515 -17258 -5743 -17258 11515 0 84302 31986 -31986 -31986 MANAGEMENT FEE INCOME 541610 270459 270459 SERVICES FEE 541610 89944 89944 MISCELLANEOUS INCOME 900099 19030 19030 379433 11767937 362175 0 408080 3701319 3701319 377692 301435 44673 31584 4185468 3340414 495045 350009 55160 44023 6524 4613 679277 542130 80343 56804 314932 251347 37249 26336 29745 23739 3519 2487 81972 65422 9695 6855 68046 68046 103860 82891 12284 8685 129562 89931 30208 9423 205548 164047 24312 17189 1740983 1606539 82289 52155 34425 34425 1772723 1635828 83789 53106 216011 199330 10210 6471 FUNDRAISING EXPENSE 377373 377373 MISCELLANEOUS 376775 300703 44564 31508 PROGRAM SUPPLIES 168711 168711 14619582 12552234 1032750 1034598 5526893 1203562 508485 509758 394835 361312 40710 56300 31516540 9232681 23837432 22283859 7095942 10931565 0 344 902 2875515 2924292 40280156 38271550 698612 834692 7662 0 400000 400000 309182 332515 1415456 1567207 X 35575285 33175169 3289415 3529174 38864700 36704343 40280156 38271550 -2851645 691288 0 X X 0 1 X 1 1 1 X 13027459 11341144 10007430 14935014 10997682 60308729 13027459 11341144 10007430 14935014 10997682 60308729 3772600 56536129 116970 106085 160782 284981 428551 1097369 39585 102141 102848 379433 624007 62030105 0.91140 0.93160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 22832 22832 0 PART II-B, LINE 1: SIENA FRANCIS HOUSE RETAINED A LOBBYIST TO ADVOCATE IN SUPPORT OF NEBRASKA LEGISLATIVE BILL 905 (LB905). THE BILL REQUIRED THE DEPARTMENT OF HEALTH AND HUMAN SERVICES TO SUBMIT A MEDICAID WAIVER OR STATE PLAN AMENDMENT FOR MEDICAL RESPITE CARE, REVISED THE DEFINITION OF RESPITE CARE, AND CHANGED PROVISIONS RELATING TO THE MEDICAID MANAGED CARE EXCESS PROFIT FUND. 840033 80074 37802 6605 875700 772220 108663 34750 6100 840033 960051 -138658 43202 5971 772220 909956 98075 40949 7031 960051 844392 106336 34561 6211 909956 0.00000 1.00000 0.00000 1 0 1435312 1435312 26879021 6991003 19888018 2754899 2130774 624125 447308 110904 336404 22283859 BENEFICAL INTEREST IN ASSETS HELD 875700 INTERCOMPANY RECEIVABLE 1803890 OPERATIING LEASE ROU ASSET 244702 2924292 OPERATING LEASE LIABILITY 272391 INTERCOMPANY PAYABLE 60124 332515 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ORGANIZATION'S ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. AS SUCH, NO INCOME TAX EXPENSE OR LIABILITY HAS BEEN RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IN THE U.S. FEDERAL AND STATE JURISDICTIONS. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND THERE ARE NO MATERIAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS. TAX YEARS SUBSEQUENT TO 2021 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. THE L.P. AND LLC ARE NOT TAX PAYING ENTITIES FOR FEDERAL INCOME TAX PURPOSES. INCOME FROM THESE ENTITIES IS PASSED THROUGH TO THEIR RESPECTIVE OWNERS, WHO REPORT INCOME ON THEIR INDIVIDUAL TAX RETURNS. AS SUCH, NO INCOME TAX EXPENSE HAS BEEN RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. HOPE 5K RUN AND WALK 84302 84302 485 2165 29336 84302 84302 485 2165 29336 31986 -31986 0 MEALS 3100 638199 ACTUAL VALUE OF PURCHASED FOOD & ESTIMATED FAIR MARKET VALUE OF DONATED FOOD MEALS CLOTHING AND HOUSEHOLD GOODS (INCLUDING FURNITURE AND APPLIANCES) 2600 2563775 VALUATION OF ITEMS BASED ON ESTIMATED FAIR MARKET VALUE OF DONATED GOODS CLOTHING AND HOUSEHOLD GOODS (INCLUDING FURNITURE AND APPLIANCES) MIRACLES CLIENT STRIPENDS 219 94889 STIPENDS OTHER ASSISTANCE 350 404456 ACTUAL VALUE OF ASSISTANCE PROVIDED BIRTH CERTIFICATES, DRIVER'S LICENSES, TRANSPORTATION, AND OTHER MISCELLANEOUS ASSISTANCE X 0 0 0 0 0 0 0 0 0 LINDA TWOMEY EXECUTIVE DIRECTOR/CEO 181754 0 45000 0 0 0 0 0 20534 0 247288 0 0 0 X 2563775 ESTIMATED FMV X 12 515390 AVG HI-LO VALUE X 7723 638199 PER FOOD DONATED VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONDUCTS THE BUSINESS OF THE CORPRATION BETWEEN MEETINGS OF THE BOARD. THE COMMITTEE DETERMINES THE AGENDA FOR THE MEETINGS OF THE CORPORATION. THE DUTIES OF EACH COMMITTEE SHALL BE AS DIRECTED BY THE BOARD FROM TIME OR TIME OR AS SET FORTH IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B EACH COMMITTEE DOCUMENTS ITS OWN AFFAIRS, TAKES NOTES, AND PRESENTS ITS FINDINGS, TOGETHER WITH ANY WRITTEN DOCUMENTATION, AS APPROPRIATE, TO THE BOARD OF DIRECTORS AT GENERAL MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE SIENA FRANCIS HOUSE BOARD OF DIRECTORS IS PROVIDED A COPY OF FORM 990 FOR HIS OR HER REVIEW PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. MEMBERS ARE ENCOURAGED TO BRING ANY QUESTIONS OR CONCERNS THEY MAY HAVE TO THE EXECUTIVE DIRECTOR AND/OR THE BOARD TREASURER. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS & KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL STATEMENT ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND LIST ANY DISCLOSURES NECESSARY. THESE STATEMENTS ARE PRESENTED TO THE BOARD OR EXECUTIVE COMMITTEE FOR THEIR REVIEW. ANY DIRECTOR HAVING A CONFLICT OF INTEREST SHALL DISCLOSE THE CONFLICT TO THE BOARD AND, ETHICALLY HANDLE THE ACTUAL OR APPARENT CONFLICT IN A MATTER THAT DOES NOT CAUSE HARM OR SCRUTINY TO SIENA FRANCIS HOUSE. FORM 990, PART VI, SECTION B, LINE 15A AN ANNUAL REVIEW OF THE SIENA FRANCIS HOUSE EXECUTIVE DIRECTOR IS CONDUCTED BY THE CHAIR OF THE SIENA FRANCIS HOUSE BOARD OF DIRECTORS TOGETHER WITH THE SECRETARY OF THE SIENA FRANCIS HOUSE BOARD OF DIRECTORS. THEIR FINDINGS ARE BROUGHT TO THE ATTENTION OF THE ENTIRE SIENA FRANCIS HOUSE BOARD OF DIRECTORS FOR DISCUSSION AND ACTION, AS APPROPRIATE. IN 2023, THE EXECUTIVE DIRECTOR'S PERFORMANCE WAS BASED ON 1) ORGANIZATIONAL LEADERSHIP, 2) OVERALL FISCAL PERFORMANCE, 3) FUND RAISING PERFORMANCE, 4) HOW WELL THE SIENA FRANCIS HOUSE DELIVERED SERVICES TO HOMELESS WOMEN AND MEN, AND 5) PEER COMPENSATION. OTHER OFFICERS SALARY IS DETERMINED BY THE BOARD OF DIRECTORS AT THE TIME OF HIRE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. COPIES OF THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S PUBLIC WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. SIENA FRANCIS GENERAL PARTNER LLC 1401 N 18TH ST OMAHA NE 68102 460933461 PROPERTY MANAGEMENT NE -18 219 SIENA FRANCIS HOUSE 1528 N 16TH MANAGING MEMBER LLC 1401 N 18TH ST OMAHA NE 68102 853942516 PROPERTY MANAGEMENT NE -38 833 SIENA FRANCIS HOUSE SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP 1401 N 18TH ST OMAHA NE 68102 453770863 PERMANENT SUPPORTIVE HOUSING NE SIENA FRANCIS GENERAL PARTNER LLC RELATED -18 219 0 1 0.00010 1528 N 16TH LLC 1401 N 18TH ST OMAHA NE 68102 842484120 LOW INCOME HOUSING NE 1528 N 16TH MANAGING MEMBER LLC RELATED -38 833 0 1 0.00010 0 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP D 52487 CASH VALUE SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP E 33501 CASH VALUE SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP K 244702 YEAR-END LEASE VALUE SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP N 38625 TOTAL LEASE PAYMENT SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP P 360459 ACTUAL AMOUNTS PAID SIENA FRANCIS HOUSE PERMANENT SUPPORTIVE HOUSING LP Q 360459 ACTUAL AMOUNTS PAID