Civic Intelligence

Sheltering Tree Inc.

990 • Fiscal year 2018 • EIN 03-0605993

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 03, 2019

Organization ProfileWWW.SHELTERINGTREECOMMUNITY.ORG
PO Box 4990Omaha, NE 68104

(402) 679-4444

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.02x

Higher debt load relative to revenue than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,034,504

Up $148,432 (+17%) from 2017

Net Assets

Up

$1,026,088

Up $141,813 (+16%) from 2017

Liabilities

Up

$8,416

Up $6,619 (+368%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin83rd percentile

Revenue

Up

$441,955

Up $46,892 (+12%) from 2017

Expenses

Up

$316,349

Up $16,121 (+5.4%) from 2017

Net Income

Up

$125,606

Up $30,771 (+32%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $14,791Liabilities 2010: $0Net Assets 2010: $14,7912010Assets 2011: $229,356Liabilities 2011: $20,000Net Assets 2011: $209,3562011Assets 2012: $324,376Liabilities 2012: $19,100Net Assets 2012: $305,2762012Assets 2013: $361,837Liabilities 2013: $35,418Net Assets 2013: $326,4192013Assets 2014: $20,260Liabilities 2014: $5,026Net Assets 2014: $15,2342014Assets 2015: $146,073Liabilities 2015: $17,309Net Assets 2015: $128,7642015Assets 2016: $1,023,344Liabilities 2016: $233,904Net Assets 2016: $789,4402016Assets 2017: $886,072Liabilities 2017: $1,797Net Assets 2017: $884,2752017Assets 2018: $1,034,504Liabilities 2018: $8,416Net Assets 2018: $1,026,0882018Assets 2019: $2,834,800Liabilities 2019: $15,322Net Assets 2019: $2,819,4782019Assets 2020: $4,121,700Liabilities 2020: $472,111Net Assets 2020: $3,649,5892020Assets 2021: $4,988,459Liabilities 2021: $85,422Net Assets 2021: $4,903,0372021Assets 2022: $5,479,712Liabilities 2022: $23,438Net Assets 2022: $5,456,2742022Assets 2023: $7,167,400Liabilities 2023: $16,269Net Assets 2023: $7,151,1312023Assets 2024: $9,897,598Liabilities 2024: $907,145Net Assets 2024: $8,990,4532024

Highlighted filing

2018

Assets$1,034,504
Liabilities$8,416
Net Assets$1,026,088
Open 2018 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $29,9852010Expenses 2011: $23,7582011Expenses 2012: $23,7602012Revenue 2013: $59,048Expenses 2013: $37,905Net Income 2013: $21,1432013Revenue 2014: $115,337Expenses 2014: $126,527Net Income 2014: -$11,1902014Revenue 2015: $339,030Expenses 2015: $349,094Net Income 2015: -$10,0642015Revenue 2016: $894,870Expenses 2016: $234,194Net Income 2016: $660,6762016Revenue 2017: $395,063Expenses 2017: $300,228Net Income 2017: $94,8352017Revenue 2018: $441,955Expenses 2018: $316,349Net Income 2018: $125,6062018Revenue 2019: $1,485,518Expenses 2019: $256,895Net Income 2019: $1,228,6232019Revenue 2020: $1,166,940Expenses 2020: $336,829Net Income 2020: $830,1112020Revenue 2021: $1,611,076Expenses 2021: $357,628Net Income 2021: $1,253,4482021Revenue 2022: $970,138Expenses 2022: $416,901Net Income 2022: $553,2372022Revenue 2023: $2,359,222Expenses 2023: $664,365Net Income 2023: $1,694,8572023Revenue 2024: $2,704,872Expenses 2024: $865,550Net Income 2024: $1,839,3222024

Highlighted filing

2018

Revenue$441,955
Expenses$316,349
Net Income$125,606
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 3, 2019
Return Version
2018v3.1
Gross Receipts
$444,634
Mission and Program Overview

Mission

To build affordable housing for individuals with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,043$223,090▲ $177,047
Other Notes and Loans Receivable, Net$6,134$52,879▲ $46,745
Pledges and Grants Receivable$65,000$39,000▼ $26,000
Land, Buildings, and Equipment, Net$2,832$26,388▲ $23,556
Prepaid Expenses and Deferred Charges-$2,000-
Total Assets$886,072$1,034,504▲ $148,432
Other Assets Total$766,063$691,147▼ $74,916
Liabilities
Accounts Payable and Accrued Expenses$1,797$6,252▲ $4,455
Other Liabilities-$2,164-
Total Liabilities$1,797$8,416▲ $6,619
Net Assets / Fund Balance
Unrestricted Net Assets$806,994$946,457▲ $139,463
Temporarily Rstr Net Assets$77,281$79,631▲ $2,350
Total Net Assets Fund Balance$884,275$1,026,088▲ $141,813
Total Liabilities and Net Assets / Fund Balance$886,072$1,034,504▲ $148,432

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$26,388$1,885$28,273
Other Assets Org$39,180--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Shirley McnallyPresident
Dr Gary GardMember
Joan AllenMember
Sr Rosalie RiccobonoMember
Warren BrownMember
Molly ZavitzSecretary
Anne CarterTreasurer
Patrick McnallyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$396,550
Program Service Revenue
$0
Investment Income
$799
Other Revenue
$44,606
All Other Contributions
$396,550
Change in Net Assets
$125,606

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table3$165,000
Total Noncash Contributions3$165,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$441,955
Total Revenue per Audited Statements
$441,955
Total Revenue per Form 990
$441,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,077
Total Fundraising Expense$66,733
Salaries, Compensation, and Employee Benefits$2,272
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,000$3,258$11,435$29,693
Fees for Services Accounting-$27,325-$27,325
Other Expenses$16,005$82,500$55,000$16,005
Other Salaries and Wages$2,084--$2,084
Depreciation Depletion-$2,038-$2,038
Information Technology-$1,949-$1,949
Office Expenses-$1,777-$1,777
Advertising--$298$298
Payroll Taxes$188--$188
Travel$105--$105
Total Functional Expenses$130,769$118,847$66,733$316,349

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,349
Total Expenses per Audited Statements$316,349
Total Expenses per Form 990$316,349
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,164
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 19

“Form 990 is available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheltering Tree Inc
EIN
03-0605993
Phone
4026794444
Address
PO BOX 4990, OMAHA, NE 68104

Signing Officer

Name
Shirley Mcnally
Title
President
Phone
4026794444
Signed
2019-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shirley Mcnally
Formed
2007
Legal Domicile
Ne
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
30

Preparer

Firm
Bland & Associates Pc
Address
450 REGENCY PKWY STE 340, OMAHA, NE 68114
Preparer
Nicole Snow
Phone
4023978822
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization follows the accounting requirements associated with uncertainty in income taxes as required by fasb asc 740, income taxes. The guidance prescribes a minimum recognition threshold and measurement methodology that a tax position taken or expected to be taken in a tax return is required before being recognized in the financial statements. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. The organization files form 990, return of organization exempt from income tax, in the u.s. Federal and state jurisdictions. As of december 31, 2018, the organization has no uncertain tax positions that qualify for either recognition or disclosure in the finpncial statements. Tax years subsequent to 2014 remain subject to examination by major tax jurisdictions. Fasb asc 740 does not have a material impact on the organization's financial statements. The organization has concluded that there are no significant uncertain tax positions requiring disclosure, and there are no material amounts of unrecognized tax benefits.”

Raw XML Appendix391 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS AT A MEETING PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS AVAILABLE UPON REQUEST.
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ReturnHeader/FilingSecurityInformation/IPTm011:39:38
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ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,034,504
Liabilities
$8,416
Net assets
$1,026,088
Revenue
$441,955
Expenses
$316,349
Net income
$125,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$0.91$8.99$2.70$0.87$1.84
2023Detailed filing. Detailed filing data is available for this year.$7.17$0.02$7.15$2.36$0.66$1.69
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.02$5.46$0.97$0.42$0.55
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.09$4.90$1.61$0.36$1.25
2020Detailed filing. Detailed filing data is available for this year.$4.12$0.47$3.65$1.17$0.34$0.83
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.82$1.49$0.26$1.23
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.03$0.44$0.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.88$0.40$0.30$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.23$0.79$0.89$0.23$0.66
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.02$0.13$0.34$0.35$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.02$0.01$0.02$0.12$0.13$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.04$0.33$0.06$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.02$0.31$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.02$0.21$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.03