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← OMAHA SHELTER FOR HOMELESS TRUST

Form 990 for tax year 2022

Filed by OMAHA SHELTER FOR HOMELESS TRUST.

Totals

Total revenue
$146
Total expenses
$59,530
Contributions and grants received
$98
Grants paid
$0
Program service revenue
$0
Investment income
$48
Other revenue
$0
Total assets, end of year
$1,579,240
Total liabilities, end of year
$1,058,671
Net assets or fund balances, end of year
$520,569
Program services expenses (Part IX)
$0
Management and general expenses
$59,530
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $98

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $48 · related or exempt $0 · unrelated business $0 · excluded $48

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11d · Fees: lobbying

    total $1,380 · management and general $1,380

  • 11f · Fees: investment management

    total $50,000 · management and general $50,000

  • 20 · Interest

    total $6,848 · management and general $6,848

  • 24a · Other expenses: Bank fees

    total $1,200 · program services $0 · management and general $1,200 · fundraising $0

  • 24e · All other expenses

    total $102 · management and general $102

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,886 · end of year $125,770

  • 2 · Savings and temporary cash investments

    beginning of year $6,614 · end of year $103,470

  • 3 · Pledges and grants receivable

    beginning of year $2,853,994 · end of year $1,350,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,067 · end of year $197

  • 23 · Secured mortgages and notes payable

    beginning of year $1,230,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,058,474 · end of year $1,058,474

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $579,953 · end of year $520,569

Mission and programs · 2022

Mission

The purpose of the Organization is to work in conjunction with other agencies in the City of Omaha to provide housing and other essential services to individuals experiencing homelessness and to work toward their rehabilitation so that they may become productive members of society.

Activities or mission (Part I)

The Organization was formed to work in conjunction with other agencies in the City of Omaha to provide housing and other essential services to individuals experiencing homelessness and to work toward their rehabilitation so that they may become productive members of society. The Organization most recently facilitated the design and construction of a new homeless shelter on behalf of the Siena Francis House in Omaha.

  • The Organization was contracted by the Siena Francis House (SFH) to serve as the principal representative of SFH relating to the fundraising, design and construction of a new homeless shelter. As pledges receivable were recorded for this project, an offsetting contributions payable and grant expense were also recorded relating to the current and future design construction costs of the project. The project was completed in 2021. The Organization now performs administrative duties for the project, including the collection of pledges receivable.

As filed on the 2022 return.

Listed in Part VII

  • Rachel Jacobson

    President

    Total calculated
    $306,823
    From this org
    $0
    From related orgs
    $306,823
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,323 related
    Bonus
    $0 + $37,500 related
    Other
    $0 + $13,491 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $320,314 related

  • Jennifer Callahan

    Treasurer

    Total calculated
    $79,522
    From this org
    $0
    From related orgs
    $79,522
    Other
    $0
    Hours/week
    0.5 + 10 related

  • Daniel Neary

    Chairman and Director

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Catherine French

    Director

    Total calculated
    $0
    Hours/week
    0.5

  • Daniel Waters

    Secretary

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202321779349300702

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