SHELTERING TREE INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SHELTERING TREE INC (EIN 03-0605993)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-03-15
IRS object ID: 201300749349300040
Schema version: 2012v2.1
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 D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-03-15T13:42:28-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	203353250	EIN

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	2012-01-01	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	2013-01-28	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Angeal T Boone CPA	Name
PTIN	P00172338	PTIN
Phone	4023203825	Phone
Date Prepared	2013-03-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Shirley McNally	NameOfPrincipalOfficerPerson
Gross Receipts	119680	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	119680	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	119680	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	8878	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	8878	TotalFundrsngExpCurrentYear
Other Expense Prior Year	23758	OtherExpensePriorYear
Other Expenses Current Year	14882	OtherExpensesCurrentYear
Total Expenses Prior Year	23758	TotalExpensesPriorYear
Total Expenses Current Year	23760	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	194565	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	95920	RevenuesLessExpensesCY
Total Assets BOY	229356	TotalAssetsBOY
Total Assets EOY	324376	TotalAssetsEOY
Total Liabilities BOY	20000	TotalLiabilitiesBOY
Total Liabilities EOY	19100	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	209356	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	305276	NetAssetsOrFundBalancesEOY
Mission Description	To locate and build housing for physically and developmentally delayed individuals.	MissionDescription
Description	To locate and build housing for physically and developmentally delayed individuals.	Description
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	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
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	true	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
All Other Contributions	119680	AllOtherContributions
Total Contributions	119680	TotalContributions

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	119680	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	1700	Total
Management And General	1700	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	8878	Total
Fundraising	8878	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	100	Total
Management And General	100	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	282	Total
Management And General	282	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	95	Total
Management And General	95	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	100	Total
Management And General	100	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	277	Total
Management And General	277	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	160	Total
Management And General	160	ManagementAndGeneral

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	5276	Total
Management And General	5276	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
Bank charges	538	538
Fees and permits	850	850
Postage	131	131
Events	4009	4009

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	752	Total
Management And General	752	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	23760	Total
Program Services	0	ProgramServices
Management And General	14882	ManagementAndGeneral
Fundraising	8878	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	206908	BOY
EOY	282540	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	43824	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1988	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	22448	BOY
EOY	41836	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	229356	BOY
EOY	324376	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	20000	BOY
EOY	19100	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	20000	BOY
EOY	19100	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-1112	BOY
EOY	94808	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

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

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	209356	BOY
EOY	305276	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	229356	BOY
EOY	324376	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	95920	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Cash	X	MethodOfAccountingCash
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

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 Minus4 Years	3600	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35125	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34573	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	234113	CurrentTaxYearMinus1Year
Current Tax Year	119680	CurrentTaxYear
Total	427091	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3600	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35125	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34573	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	234113	CurrentTaxYearMinus1Year
Current Tax Year	119680	CurrentTaxYear
Total	427091	Total

Field	Value	IRS element (for citing)
Public Support Total509	427091	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3600	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35125	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	34573	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	234113	CurrentTaxYearMinus1Year
Current Tax Year	119680	CurrentTaxYear
Total	427091	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	1.00000	PublicSupportPercentage509
Investment Income Percentage	0.00000	InvestmentIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	40000	InvestmentCostOrOtherBasis
Book Value	40000	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	3824	InvestmentCostOrOtherBasis
Depreciation	1988	Depreciation
Book Value	1836	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	41836	TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt	119680	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	119680	RevenueSubtotal
Total Revenue Per Form990	119680	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	23760	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	23760	ExpensesSubtotal
Total Expenses Per Form990	23760	TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
O01	Form 990 governing body review Part VI line 11	Form 990 not required to be provided to governing body before filing
O02	Governing documents etc available to public Part VI line 19	Documents available for review upon request