SHELTERING TREE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHELTERING TREE INC (EIN 03-0605993)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349306723
- Schema version
- 2022v5.0
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:27:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18081 BURT ST STE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 680224722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030605993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELTERING TREE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 4029730229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4990 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL ROTELLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4029730229 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JILL | PersonFirstNm |
| Person Last | ROTELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY R COOLEY CPA | PreparerPersonNm |
| PTIN | P01523804 | PTIN |
| Phone | 4023302660 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE GEHRINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4990 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,054,383 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHELTERINGTREECOMMUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,502,378 | PYContributionsGrantsAmt |
| CY Contributions Grants | $775,264 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $145,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,082 | PYInvestmentIncomeAmt |
| CY Investment Income | $56,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $60,616 | PYOtherRevenueAmt |
| CY Other Revenue | -$7,183 | CYOtherRevenueAmt |
| PY Total Revenue | $1,611,076 | PYTotalRevenueAmt |
| CY Total Revenue | $970,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $69,735 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $140,465 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $162,551 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,616 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $147,428 | PYOtherExpensesAmt |
| CY Other Expenses | $194,500 | CYOtherExpensesAmt |
| PY Total Expenses | $357,628 | PYTotalExpensesAmt |
| CY Total Expenses | $416,901 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,253,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $553,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,988,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,479,712 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,422 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,438 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,903,037 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,456,274 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BUILD AFFORDABLE HOUSING FOR INDIVIDUALS WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $290,890 | ExpenseAmt |
| Grant | $59,850 | GrantAmt |
| Revenue | $150,233 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $290,890 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CARTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4029730229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4990 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JILL ROTELLA | |||||||
| PRESIDENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM BAINBRIDGE | |||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM JENKINS | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KELLY WALTERS | |||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN GRIFFITH | |||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY KOZLIK | |||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN KUEHL | |||||||
| MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM MONTEITH | |||||||
| MEMBER THRU 02/22 | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARYBETH ROSSITER | |||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG ALVINE | |||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VERN DAVIS | |||||||
| MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY GEHRINGER | |||||||
| MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANA RODRIGUEZ | |||||||
| MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE GEHRINGER | |||||||
| EXECUTIVE DIRECTOR | 32.00 | 8.00 | Yes (X) | $83,386 | $0 | $1,355 | |
| ANNE CARTER | |||||||
| FOUNDER/CORPORATE TREASURER | 36.00 | 4.00 | Yes (X) | $42,819 | $0 | $786 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $126,205 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,141 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $239,481 | FundraisingAmt |
| All Other Contributions | $535,783 | AllOtherContributionsAmt |
| Noncash Contributions | $33,263 | NoncashContributionsAmt |
| Total Contributions | $775,264 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPMENT AND MANAGE | 541610 | $83,585 | $83,585 |
| MEAL SERVICE REVENUE | 722514 | $61,846 | $61,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $145,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,626 | TotalRevenueColumnAmt |
| Exclusion | $56,626 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,260 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $239,481 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $84,245 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,985 | TotalRevenueColumnAmt |
| Exclusion | -$11,985 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,802 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,802 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,802 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $970,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $150,233 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,641 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,850 | TotalAmt |
| Program Services | $59,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,346 | TotalAmt |
| Program Services | $83,835 | ProgramServicesAmt |
| Management And General | $25,882 | ManagementAndGeneralAmt |
| Fundraising | $18,629 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,198 | TotalAmt |
| Program Services | $23,198 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,007 | TotalAmt |
| Program Services | $8,204 | ProgramServicesAmt |
| Management And General | $1,375 | ManagementAndGeneralAmt |
| Fundraising | $1,428 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,590 | TotalAmt |
| Management And General | $3,590 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,896 | TotalAmt |
| Management And General | $13,896 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995 | TotalAmt |
| Fundraising | $995 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600 | TotalAmt |
| Management And General | $5,600 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,537 | TotalAmt |
| Management And General | $17,537 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,598 | TotalAmt |
| Program Services | $6,598 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,515 | TotalAmt |
| Management And General | $13,515 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| CATERING/MEALS | $54,915 | $54,915 | |
| PROGRAM ACTIVITIES | $45,276 | $45,276 | |
| GALA SUPPLIES | $28,171 | $4,607 | $23,564 |
| SUPPLIES | $3,793 | $3,793 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614 | TotalAmt |
| Program Services | $614 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,901 | TotalAmt |
| Program Services | $290,890 | ProgramServicesAmt |
| Management And General | $81,395 | ManagementAndGeneralAmt |
| Fundraising | $44,616 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,613 | BOYAmt |
| EOY | $571,243 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $691,936 | BOYAmt |
| EOY | $452,206 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,200 | BOYAmt |
| EOY | $265,650 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,293 | BOYAmt |
| EOY | $8,410 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,055 | BOYAmt |
| EOY | $2,510,446 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295 | BOYAmt |
| EOY | $8,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,242,225 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,448 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,999,163 | BOYAmt |
| EOY | $1,216,777 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,638 | BOYAmt |
| EOY | $243,192 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,266 | BOYAmt |
| EOY | $203,743 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,988,459 | BOYAmt |
| EOY | $5,479,712 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,422 | BOYAmt |
| EOY | $23,438 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,422 | BOYAmt |
| EOY | $23,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344,363 | BOYAmt |
| EOY | $2,978,358 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,558,674 | BOYAmt |
| EOY | $2,477,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,903,037 | BOYAmt |
| EOY | $5,456,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,988,459 | BOYAmt |
| EOY | $5,479,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $553,237 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $396,550 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,386,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,078,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,502,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,264 | CurrentTaxYearAmt |
| Total | $5,139,186 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,300 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $150,233 | CurrentTaxYearAmt |
| Total | $379,685 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $441,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,453,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,133,054 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,641 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925,497 | CurrentTaxYearAmt |
| Total | $5,518,871 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,100,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $773,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,109 | CurrentTaxYearAmt |
| Total | $2,259,249 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,100,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $773,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,109 | CurrentTaxYearAmt |
| Total | $2,259,249 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,259,622 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,626 | CurrentTaxYearAmt |
| Total | $195,180 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,397 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,626 | CurrentTaxYearAmt |
| Total | $195,180 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $441,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,497,920 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,178,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,613,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $982,123 | CurrentTaxYearAmt |
| Total | $5,714,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.55790 | PublicSupportPY509Pct |
| Investment Income CY | 0.03420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02700 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,100,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,273 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,448 | DepreciationAmt |
| Book Value | $2,825 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,952 | OtherCostOrOtherBasisAmt |
| Book Value | $113,952 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,216,777 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2022 AND 2021, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER - GALA | Event1Nm |
| Gross Receipts Event1 | $311,741 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $239,481 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,260 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $41,775 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $42,470 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $311,741 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $239,481 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,260 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $41,775 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $42,470 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $84,245 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,985 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELTERING TREE HOUSING CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 AMES CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 454896566 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $59,850 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FOR EXPENSES RELATED TO THE BELLEVUE EXPANSION. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GALA AUCTION ITEMS AND SUPPLIES | Desc |
| Contribution | 200 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,171 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SHADOW LAKE APARTMENTS LLC | |||||||||
| PO BOX 4990 | OMAHA | NE | 68104 | 871389977 | LOW INCOME HOUSING | NE | $0 | $2,119,960 | SHELTERING TREE INC |
| PURPLE MARTIN APARTMENTS LLC | |||||||||
| 7220 AMES CIRCLE | OMAHA | NE | 68134 | 030605993 | LOW INCOME HOUSING | NE | $0 | $1,195,000 | SHELTERING TREE INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELTERING TREE HOUSING CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7220 AMES CIRCLE | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454896566 | EIN |
| Primary Activities | LOW INCOME HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | NE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELTERING TREE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART I: | FormAndLineReferenceDesc |
| Explanation | SHADOW LAKE APARTMENTS, LLC IS A NEBRASKA LIMITED LIABILITY COMPANY CREATED PRIMARILY FOR THE PURPOSE OF ACQUIRING LAND AND CONSTRUCTING AN APARTMENT COMPLEX FOR ADULTS WITH DEVELOPMENTAL DISABILITIES ON CERTAIN PROPERTY IN PAPILLION, NEBRASKA. SHELTERING TREE, INC. WAS THE SOLE VOTING MEMBER OF SHADOW LAKE APARTMENTS, LLC THROUGH OCTOBER 31, 2022. ON NOVEMBER 1, 2022, THROUGH AN AMENDED AND RESTATED OPERATING AGREEMENT, NEW MEMBERS WERE ADMITTED TO SHADOW LAKE APARTMENTS, LLC. SHELTERING TREE, INC. REMAINED THE MANAGING MEMBER OF SHADOW LAKE APARTMENTS, LLC BUT ITS OWNERSHIP INTEREST WAS REDUCED TO 0.01%. | ExplanationTxt |