SHELTERING TREE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SHELTERING TREE INC (EIN 03-0605993)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-29
IRS object ID: 201211819349300021
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-29T11:56:52-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Boone & Associates P C	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	12111 Pacific Street	AddressLine1
City	Omaha	City
State	NE	State
ZIP Code	68154	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	030605993	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Sheltering Tree Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SHEL	NameControl

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1323 William Street	AddressLine1
City	Omaha	City
State	NE	State
ZIP Code	68108	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Shirley McNally	Name
Title	President	Title
Phone	4026794444	Phone
Date Signed	2012-05-22	DateSigned
Authorize Third Party	false	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Angeal T Boone CPA	Name
Phone	4023203825	Phone
Date Prepared	2012-05-22	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Shirley McNally	NameOfPrincipalOfficerPerson
Gross Receipts	218323	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2007	YearFormation
State Legal Domicile	NE	StateLegalDomicile
Activity Or Mission Description	To locate and build housing for physically and developmentally delayed individuals	ActivityOrMissionDescription
Nbr Voting Members Governing Body	4	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	4	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	218323	ContributionsGrantsPriorYear
Contributions Grants Current Year	218323	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	218323	TotalRevenuePriorYear
Total Revenue Current Year	218323	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	3139	TotalFundrsngExpCurrentYear
Other Expense Prior Year	23758	OtherExpensePriorYear
Other Expenses Current Year	23758	OtherExpensesCurrentYear
Total Expenses Prior Year	23758	TotalExpensesPriorYear
Total Expenses Current Year	23758	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	194565	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	194565	RevenuesLessExpensesCY
Total Assets BOY	14791	TotalAssetsBOY
Total Assets EOY	229356	TotalAssetsEOY
Total Liabilities EOY	20000	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14791	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	209356	NetAssetsOrFundBalancesEOY
Mission Description	To locate and build housing for physically and developmentally delayed individuals	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	To locate and build housing for physically and developmentally delayed individuals	Description
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	4	NbrVotingGoverningBodyMembers
Number Independent Voting Members	4	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NE	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Shirley McNally	NamePerson
Telephone Number	4026794444	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1323 William Street	AddressLine1
City	Omaha	City
State	NE	State
ZIP Code	68108	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA

Field	Value	IRS element (for citing)
Name Person	Shirley McNally	NamePerson
Title	President	Title
Average Hours Per Week	40.00	AverageHoursPerWeek
Officer	X	Officer
Reportable Comp From Organization	0	ReportableCompFromOrganization
Reportable Comp From Related Orgs	0	ReportableCompFromRelatedOrgs
Other Compensation	0	OtherCompensation

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	10986	FundraisingEvents
All Other Contributions	207337	AllOtherContributions
Total Contributions	218323	TotalContributions
Cntrbtns Rprtd Fundraising Events	10986	CntrbtnsRprtdFundraisingEvents

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	218323	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	1200	Total
Management And General	1200	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	15881	Total
Management And General	15881	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	757	Total
Fundraising	757	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	620	Total
Management And General	620	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	95	Total
Fundraising	95	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	612	Total
Management And General	612	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1553	Total
Management And General	1553	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral	FundraisingFundraising
Bank charges	428	428
Fees and permits	325	325
Postage	220		220
Events	2067		2067

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	23758	Total
Program Services	0	ProgramServices
Management And General	20619	ManagementAndGeneral
Fundraising	3139	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	11731	BOY
EOY	206908	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	23824	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1376	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	3060	BOY
EOY	22448	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	14791	BOY
EOY	229356	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
EOY	20000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	20000	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3645	BOY
EOY	-1112	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11146	BOY
EOY	210468	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14791	BOY
EOY	209356	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14791	BOY
EOY	229356	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	194565	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	3600	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34573	CurrentTaxYearMinus1Year
Current Tax Year	234113	CurrentTaxYear
Total	307411	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	3600	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34573	CurrentTaxYearMinus1Year
Current Tax Year	234113	CurrentTaxYear
Total	307411	Total

Field	Value	IRS element (for citing)
Public Support Total509	307411	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3600	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35125	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34573	CurrentTaxYearMinus1Year
Current Tax Year	234113	CurrentTaxYear
Total	307411	Total

Field	Value	IRS element (for citing)
First5 Years509	X	First5Years509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	20000	InvestmentCostOrOtherBasis
Book Value	20000	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	3824	InvestmentCostOrOtherBasis
Depreciation	1376	Depreciation
Book Value	2448	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	22448	TotalOfBookValueLandBuildings
Total Revenue	218323	TotalRevenue
Total Expenses	23758	TotalExpenses
Excess Or Deficit For Year	194565	ExcessOrDeficitForYear
Excess Or Deficit Per FS	194565	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	218323	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	218323	RevenueSubtotal
Total Revenue Per Form990	218323	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	23758	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	23758	ExpensesSubtotal
Total Expenses Per Form990	23758	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	ExplanationExplanation
01. Form 990 governing body review (Part VI, line 11)	Form 990 not required to be provided to governing body before filing
02. Governing documents, etc, available to public (Part VI, line 19)	Documents available for review upon request