2024-11-12T12:52:30-06:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-01-01 030605993 SHELTERING TREE INC SHEL 4029730229 7307 PONDEROSA DRIVE PAPILLION NE 68046 KIM BAINBRIDGE PRESIDENT 4029730229 2024-11-11 1 1 WENDY R COOLEY CPA P01523804 4023302660 2024-11-11 2023 2024-10-15 13:58:12Z X DENISE GEHRINGER 7307 PONDEROSA DRIVE PAPILLION NE 68046 2466989 0 X WWW.SHELTERINGTREECOMMUNITY.ORG X 2007 NE TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. 15 15 26 50 0 0 775264 2078431 145431 154997 56626 200191 -7183 -74397 970138 2359222 59850 64287 0 0 162551 343143 0 0 53973 194500 256935 416901 664365 553237 1694857 5479712 7167400 23438 16269 5456274 7151131 TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. 0 0 505732 64287 159747 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. 505732 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 4 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANNE CARTER 4023196842 7307 PONDEROSA DRIVE PAPILLION NE 68046 DENISE GEHRINGER EXECUTIVE DIRECTOR 38.00 2.00 X 114228 0 6400 ANNE CARTER CORPORATE TREASURER 39.00 1.00 X 84705 0 4800 KIM BAINBRIDGE PRESIDENT 4.00 0.00 X X 0 0 0 KELLY WALTERS VICE PRESIDENT 1.00 1.00 X X 0 0 0 EMILY KOZLIK SECRETARY 1.00 0.00 X X 0 0 0 TOM JENKINS SECRETARY THRU 02/23 2.00 0.00 X X 0 0 0 JOHN GRIFFITH TREASURER 1.00 0.00 X X 0 0 0 JILL ROTELLA MEMBER 0.50 0.00 X 0 0 0 JOHN KUEHL MEMBER 1.00 0.00 X 0 0 0 DOUG ALVINE MEMBER 1.00 0.00 X 0 0 0 VERN DAVIS-SHOWELL MEMBER 0.50 0.00 X 0 0 0 SR MARY GEHRINGER MEMBER 0.10 0.00 X 0 0 0 ANA TORRES RODRIGUEZ MEMBER 0.50 0.00 X 0 0 0 JEFF KORTAN MEMBER 0.50 0.00 X 0 0 0 KIRK HANSON MEMBER 1.00 0.00 X 0 0 0 DASHAWN MCGARY MEMBER 0.50 0.00 X 0 0 0 LOUIS POL MEMBER 0.50 0.00 X 0 0 0 JUDE BELLER MEMBER 0.50 0.00 X 0 0 0 MARYBETH ROSSITER MEMBER THRU 02/23 1.00 0.00 X 0 0 0 198933 0 11200 1 0 0 0 0 347647 1730784 35532 2078431 DEVELOPMENT AND MANAGE 541610 85997 85997 MEAL SERVICE REVENUE 722514 69000 69000 154997 200191 200191 28620 347647 107767 -79147 -79147 MISCELLANEOUS REVENUE 900099 4750 4750 4750 2359222 159747 0 121044 64287 64287 210133 178613 25489 6031 110181 61385 5562 43234 22829 17102 2214 3513 3213 3213 19900 19900 1195 1195 11653 11653 21190 21190 1507 1507 2826 2826 13932 13932 PROGRAM ACTIVITIES 97786 97786 CATERING/MEALS 68619 68619 MISCELLANEOUS 15114 15114 664365 505732 104660 53973 571243 1001633 452206 303549 265650 97000 8410 43831 2510446 3844759 8045 23052 1252832 28273 1216777 1224559 243192 260500 203743 368517 5479712 7167400 23438 16269 23438 16269 X 2978358 4165424 2477916 2985707 5456274 7151131 5479712 7167400 1694857 0 X X 0 1 X 1 0 X 1386223 1078771 1502378 775264 2078431 6821067 67300 54283 63263 150233 159747 494826 1453523 1133054 1565641 925497 2238178 7315893 1100000 255000 848140 131109 747110 3081359 0 1100000 255000 848140 131109 747110 3081359 4234534 44397 45276 48082 56626 200191 394572 44397 45276 48082 56626 200191 394572 1497920 1178330 1613723 982123 2438369 7710465 0.54920 0.57050 0.05120 0.03420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1100000 1100000 28273 28273 0 124559 124559 1224559 INTEREST RECEIVABLE 368517 368517 X PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ORGANIZATION 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. DINNER - GALA 347615 323495 24120 2250 42678 52447 GOLF OUTING 28652 24152 4500 352 6263 3777 376267 347647 28620 2602 6263 46455 52447 107767 -79147 1 SHELTERING TREE HOUSING CORPORATION 7307 PONDEROSA DRIVE PAPILLION NE 68046 454896566 501(C)(3) 64287 0 FOR EXPENSES RELATED TO THE BELLEVUE EXPANSION. 1 0 PART I, LINE 2: THERE IS SEPARATE ACCOUNTING FOR EACH GRANT. WHEN FUNDS ARE SPENT, THE EXECUTIVE DIRECTOR INFORMS THE CORPORATE CONTROLLER AND FORWARDS RECEIPTS. THE CORPORATE CONTROLLER MAINTAINS AN EXCEL SPREADSHEET WITH EXPENDITURES AND MAINTAINS SEPARATE FILES OF ALL RECEIPT COPIES. WHEN REPORTING FOR GRANTS, THE EXECUTIVE DIRECTOR REVIEWS ALL THE EXPENDITURES TO ENSURE GRANT FUNDS ARE SPENT. X GOLF AND GALA FUNDRAISING SUPPLIES 250 35532 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAY BE AUTHORIZED BY THE BOARD OF DIRECTORS FROM TIME TO TIME TO MAKE DECISIONS OR CONDUCT TRANSACTIONS ON BEHALF OF THE BOARD. 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. THE MATERIAL FACTS AS TO THE RELATIONSHIP OR INTEREST AND AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED TO THE BOARD OF DIRECTORS OR THE COMMITTEE, AND THE BOARD OR COMMITTEE IN GOOD FAITH AUTHORIZE THE CONTRACT OR TRANSACTION BY THE AFFIRMATIVE VOTES OF A MAJORITY OF THE DISINTERESTED DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD MEMBERS DETERMINED THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CORPORATE TREASURER. COMPARABILITY DATA WAS USED TO DETERMINE A NORMAL RANGE OF COMPENSATION FOR THE EXECUTIVE DIRECTOR OF A SMALL NON-PROFIT. COMPARABILITY DATA WAS ALSO USED TO DETERMINE A NORMAL RANGE OF COMPENSATION FOR A PART-TIME CORPORATE TREASURER. 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. PURPLE MARTIN APARTMENTS LLC 7307 PONDEROSA DRIVE PAPILLION NE 68046 030605993 LOW INCOME HOUSING NE 0 0 SHELTERING TREE INC SHELTERING TREE HOUSING CORPORATION 7307 PONDEROSA DRIVE PAPILLION NE 68046 454896566 LOW INCOME HOUSING NE 501(C)(3) LINE 7 SHELTERING TREE INC 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0