2011-11-15T10:05:41-06:00 2010-12-31 FRANKEL ZACHARIA LLC 11404 WEST DODGE RD SUITE 700 OMAHA NE 681542576 990 2010-01-01 470601005 SIENA FRANCIS HOUSE SIEN 4023411821 1702 NICHOLAS ST OMAHA NE 68101 MIKE SAKLAR 4023411821 2011-11-14 1 PATRICK LACY 4024969100 2010 2016-03-07 17:11:31Z MIKE SAKLAR 1702 NICHOLAS ST OMAHA NE 68101 7191727 0 X WWW.SIENAFRANCIS.ORG X 1977 NE CARE AND SUPPORT FOR THE HOMELESS 17 16 42 4000 0 0 4724420 7151488 0 0 -738 3434 62749 21614 4786431 7176536 1940767 4594259 0 0 1402399 1453750 0 0 247211 828487 898081 4171653 6946090 614778 230446 6787262 6990173 155380 127722 6631882 6862451 X THE MISSION OF THE SIENA FRANCIS HOUSE IS BASED UPON A CONCERN AND CARE OF THE POOR FOLLOWING THE EXAMPLE OF SCRIPTURES. THIS MISSION IS REALIZED IN FEEDING THE HUNGRY, SHELTERING THE HOMELESS, AND CLOTHING THE NEEDY. 0 0 6407642 4594259 THE SIENA/FRANCIS HOUSE PROVIDES EMERGENCY SHELTER, HOMELESS RECOVERY, AND COMMUNITY OUTREACH SERVICES TO PEOPLE IN THE OMAHA METROPOLITAN AREA. THE PRESENT PROGRAMS INCLUDE:GUEST RECOVERY- THE ORGANIZATION PROVIDES COUNSELING, JOB TRAINING, ACCESS TO LIMITED MEDICAL SERVICES, AND SOCIAL ACTIVITIES TO HELP PEOPLE RECOVER FROM THE CONDITION OF BEING HOMELESS.FOOD- THE ORGANIZATION OFFERS FOOD TO THE HOMELESS WITHOUT COST TO SUCH PERSONS.SHELTER- THE ORGANIZATION PROVIDES SHELTER AND CLOTHING TO THE HOMELESS WITHOUT COST TO SUCH PERSONS. 6407642 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 10 0 42 1 0 0 0 0 0 0 1 1 0 0 1 0 X 17 16 0 0 1 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 X X MIKE SAKLAR 4023411821 1702 NICHOLAS ST OMAHA NE 68102 THOMAS CHAPMAN 1.00 X 0 0 0 LORI SCHWINDT 1.00 X 0 0 0 BRIAN HAMBURGER 1.00 X 0 0 0 JASON JOHN 1.00 X 0 0 0 NORA M KANE 1.00 X X 0 0 0 MARK S KERNS 1.00 X X 0 0 0 MARTIN MCCASLIN 1.00 X X 0 0 0 MIKE SAKLAR 55.00 X X 105286 0 0 GERALD H TIMMERMAN 1.00 X 0 0 0 SHEILA TRUEBLOOD 1.00 X 0 0 0 COLLEEN WALSH-WARIN 1.00 X 0 0 0 ROBERT WELLENDORF II 1.00 X 0 0 0 TIM SULLIVAN 1.00 X 0 0 0 KENT E WILLIAMS 1.00 X 0 0 0 RICHARD BROWN 1.00 X 0 0 0 LAURA CASTRO DE CORTES 1.00 X X 0 0 0 CRAIG LEFLOR 1.00 X 0 0 0 105286 0 0 1 0 0 0 0 61335 484868 6605285 4408332 7151488 3340 3340 4319 4225 94 94 94 0 61335 10966 -10966 -10966 OTHER INCOME 624200 32580 32580 32580 7176536 0 0 25048 4594259 4594259 1140405 905947 153254 81204 18494 14710 1931 1853 199613 158766 20847 20000 95238 75961 12450 6827 36875 36875 25228 25228 129798 129798 55148 46325 7169 1654 33316 27986 4331 999 2183 2183 771 771 207998 205710 1144 1144 49329 44164 4451 714 UTILITIES 140186 138644 771 771 REPAIR AND MAINTENANCE 74365 73547 409 409 MISCELLANEOUS 37893 31829 4927 1137 VENDING 24231 24231 0 0 TELEPHONE 23358 19620 3037 701 57402 42989 14413 6946090 6407642 291237 247211 2209409 2448532 146170 291530 26374 2341 5628224 1418862 4386053 4209362 14159 19256 24249 6787262 6990173 155380 127722 155380 127722 X 6196959 6054131 426590 799987 8333 8333 6631882 6862451 6787262 6990173 X 230446 123 X X 0 1 1 X 0 X 3020111 4730896 3798430 4724420 7151488 23425345 3020111 4730896 3798430 4724420 7151488 23425345 23425345 13943 70351 41926 3966 3340 133526 52702 57237 120197 72558 32580 335274 23894145 0.98040 0.97460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 221092 221092 5241959 1341469 3900490 148340 74752 73588 16833 2641 14192 4209362 7176536 6946090 230446 123 123 230569 7187625 123 123 7187502 -10966 -10966 7176536 6957056 10966 10966 6946090 0 6946090 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: SIENA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SIENA ADOPTED THE ACCOUNTING STANDARD COMMONLY KNOWN AS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD REQUIRES DISCLOSURE AND RECOGNITION IN FINANCIAL STATEMENTS OF POSITIONS TAKEN IN A TAX RETURN ABOUT THE TREATMENT OF TRANSACTIONS AND EVENTS THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. TAX POSITIONS RELATIVE TO A NOT-FOR-PROFIT ORGANIZATION INCLUDE ACTIVITIES THAT MAY ENDANGER ITS EXEMPT PURPOSE AND STATUS AS AN EXEMPT ORGANZATION. SIENA BELIEVES IT COMPLIES WITH ALL RELEVANT TAX LAWS AND REGULATIONS AND HAS NO SIGNIFICANT UNCERTAIN TAX POSITIONS; ACCORDINGLY, NO RECOGNITION OR FURTHER DISCLOSURE IS NECESSARY. CURRENTLY, THE 2007 TO 2010 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE; HOWEVER, SIENA HAS RECEIVED NO NOTICE OF INTENT TO DO SO. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES WALK/RUN 56909 56909 230 10736 56909 56909 230 10736 10966 -10966 0 MEALS 429232 844243 NUMBER OF MEALS SERVED TIMES ESTIMATED FMV OF ONE MEAL ($1.92) MEALS CLOTHING AND HOUSEHOLD GOODS (INCLUDING FURNITURE AND APPLIANCES) 119664 3545724 VALUATION OF ITEMS BASED ON THE VALUATION GUIDE FOR SALVATION ARMY DONATIONS CLOTHING AND HOUSEHOLD GOODS (INCLUDING FURNITURE AND APPLIANCES) VEHICLES 11 20925 NUMBER OF VEHICLES TIMES FMV CALCULATED AS SALE OF COMPARABLE PROPERTY VEHICLES STIPENDS 228 183367 STIPENDS X 3545230 ESTIMATED FMV X 12 23000 KELLY'S BLUE BOOK VALUE X 7 15977 COST OF DONATED PROPERTY X 92 824125 PER MEAL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BY-LAWS OF SIENA/FRANCIS HOUSE WERE RESTATED TO MAKE THE FOLLOWING ADDITIONS: ARTICLE V, SECTION 2 (ELECTION OF OFFICERS): THE ELECTION TAKES PLACE ON AN ANNUAL BASIS, EXCEPT FOR THE CHAIR WHICH IS ELECTED EVERY TWO YEARS. ARTICLE V, SECTION 9 (BOARD TREASURER): IF THE CHAIR, VICE-CHAIR AND SECRETARY ARE UNABLE TO SERVE, THEN THE BOARD TREASURER SHALL HAVE SUCH OTHER DUTIES AND RESPONSIBILITIES AND MAY EXERCISE SUCH OTHER POWERS AS FROM TIME TO TIME MAY BE ASSIGNED BY THESE BY-LAWS, THESE BOARD OF DIRECTORS OR THE CHAIR. ARTICLE V, SECTION 10 (BOARD SECRETARY): IF THE CHAIR AND VICE-CHAIR ARE UNABLE TO SERVE, THEN THE BOARD SECRETARY SHALL HAVE SUCH OTHER DUTIES AND RESPONSIBILITIES AND MAY EXERCISE SUCH OTHER POWERS AS FROM TIME TO TIME MAY BE ASSIGNED BY THESE BY-LAWS, THE BOARD OF DIRECTORS OR THE CHAIR. 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 11 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. REVIEW OF THE FORM 990 IS AN AGENDA ITEM AT A GENERAL MEETING OF THE SIENA FRANCIS HOUSE BOARD OF DIRECTORS AT WHICH TIME DIRECTORS MAY COMMENT. THIS IS A CHANGE FROM PRIOR YEARS WEHREIN THE SIENA FRANCIS HOUSE EXECUTIVE COMMITTEE REVIEWED THE FORM 990 RATHER THAN THE ENTIRE BOARD OF DIRECTORS. 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 2010, 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, CHILDREN AND MEN, AND 5) PEER COMPENSATION. THE PROCESS INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE SIENA/FRANCIS HOUSE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND PROVIDES A LINK TO ITS FORM 990 ON ITS PUBLIC WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 123. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.