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ObjectId: 201822649349301012 - Submission: 2018-09-21
TIN: 45-0453966
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
17
Open to Public Inspection
Name of the organization
Beyond Shelter Inc
Employer identification number
45-0453966
Part I
Identification of Disregarded Entities
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
(1)
Beyond Shelter Housing LLC
PO Box 310
Fargo
,
ND
581070310
45-0453966
Affordable Housing
ND
-50
-3
Beyond Shelter Inc
(2)
Patterson Heights LLC
PO Box 310
Fargo
,
ND
581070310
38-3879515
Affordable Housing
ND
-147,736
2,768,811
Beyond Shelter Inc
(3)
North Sky I LLC
PO Box 310
Fargo
,
ND
581070310
80-0952031
Affordable Housing
ND
-39,840
2,484,482
Beyond Shelter Inc
(4)
Heritage Land LLC
PO Box 310
Fargo
,
ND
581070310
38-3914566
Acquiring land for developing affordable housing
ND
23,952
1,174,378
Beyond Shelter Inc
(5)
North Sky Developers II LLC
PO Box 310
Fargo
,
ND
581070310
38-3929395
Affordable Housing
ND
-50
0
Beyond Shelter Inc
(6)
North Sky Developers III LLC
PO Box 310
Fargo
,
ND
581070310
61-1760164
Affordable Housing
ND
-50
281,000
Beyond Shelter Inc
(7)
Washington Developers LLC
PO Box 310
Fargo
,
ND
581070310
30-0733833
Affordable Housing
ND
0
0
Beyond Shelter Inc
(8)
Washington Developers II LLC
PO Box 310
Fargo
,
ND
581070310
90-0995060
Affordable Housing
ND
-50
219,923
Beyond Shelter Inc
(9)
Heritage Hills Developers I LLC
PO Box 310
Fargo
,
ND
581070310
32-0414709
Affordable Housing
ND
-50
474,022
Beyond Shelter Inc
(10)
Heritage Hills Developers II LLC
PO Box 310
Fargo
,
ND
581070310
35-2509978
Affordable Housing
ND
-50
480,316
Beyond Shelter Inc
(11)
HF Developers LLC
PO Box 310
Fargo
,
ND
581070310
61-1779929
Affordable Housing
ND
730
321,000
Beyond Shelter Inc
(12)
BSI Church LLC
PO Box 310
Fargo
,
ND
581070310
61-1848099
Affordable Housing
ND
-135
0
Beyond Shelter Inc
(13)
BSI Renaissance LLC
PO Box 310
Fargo
,
ND
581070310
37-1862218
Affordable Housing
ND
-135
0
Beyond Shelter Inc
(14)
LaGrave on First Developers LLC
PO Box 310
Fargo
,
ND
581070310
61-1828347
Affordable Housing
ND
-930
0
Beyond Shelter Inc
Part II
Identification of Related Tax-Exempt Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2017
Page 2
Schedule R (Form 990) 2017
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
Church Townhomes Partners LLLP
PO Box 310
Fargo
,
ND
581070310
45-0460541
Affordable Housing
ND
Beyond Shelter Inc
Related
-4
No
Yes
0.100 %
(2)
The Graver LP
PO Box 310
Fargo
,
ND
581070310
83-0353659
Affordable Housing
ND
Beyond Shelter Inc
Related
-8
30,701
No
Yes
0.010 %
(3)
Renaissance Partners LLLP
PO Box 310
Fargo
,
ND
581070310
45-0460540
Affordable Housing
ND
Beyond Shelter Inc
Related
-9
No
Yes
0.100 %
(4)
Serenity Apartments LP
230 8th Avenue W
West Fargo
,
ND
58078
47-0946214
Affordable Housing
ND
N/A
(5)
Sisters Path LP
PO Box 310
Fargo
,
ND
581070310
86-1058198
Affordable Housing
ND
Beyond Shelter Inc
Related
-71,026
125,489
No
Yes
0.010 %
(6)
Sunrise North LP
PO Box 310
Fargo
,
ND
581070310
26-0539273
Affordable Housing
ND
N/A
(7)
Bluestem Townhomes LP
PO Box 310
Fargo
,
ND
581070310
86-1134426
Affordable Housing
ND
N/A
(8)
Bluestem Homes LP
PO Box 310
Fargo
,
ND
581070310
20-5099871
Affordable Housing
ND
N/A
(9)
Cooper House LP
PO Box 310
Fargo
,
ND
581070310
26-2573929
Affordable Housing
ND
N/A
(10)
Crossroads LLLP
PO Box 310
Fargo
,
ND
581070310
27-0444960
Affordable Housing
ND
N/A
(11)
Preserve LP
210 11th St N
Fargo
,
ND
58102
45-2427281
Affordable Housing
ND
N/A
(12)
Heritage Hills I LLLP
PO Box 310
Fargo
,
ND
581070310
46-2475637
Affordable Housing
ND
N/A
(13)
Washington North LLLP
PO Box 310
Fargo
,
ND
581070310
46-2553901
Affordable Housing
ND
N/A
(14)
Fieldcrest LLC
PO Box 310
Fargo
,
ND
581070310
30-0818933
Affordable Housing
ND
Beyond Shelter Inc
Related
-167,294
7,709,664
Yes
Yes
99.990 %
(15)
Heritage Hills II LLLP
PO Box 310
Fargo
,
ND
581070310
37-1755841
Affordable Housing
ND
N/A
(16)
North Sky II LLLP
PO Box 310
Fargo
,
ND
581070310
36-4783540
Affordable Housing
ND
N/A
(17)
Cooks Court LLLP
PO Box 310
Fargo
,
ND
581070310
38-3930210
Affordable Housing
ND
N/A
(18)
The Burlington Willows LLC
PO Box 310
Fargo
,
ND
581070310
32-0446704
Affordable Housing
ND
Beyond Shelter Inc
Related
-321,328
7,597,751
Yes
Yes
99.990 %
(19)
Fieldcrest Developers LLC
PO Box 310
Fargo
,
ND
581070310
38-3929875
Affordable Housing
ND
Beyond Shelter Inc
Related
-761
529,984
No
Yes
90.000 %
(20)
Cooks Developers LLC
PO Box 310
Fargo
,
ND
581070310
35-2510108
Affordable Housing
ND
Beyond Shelter Inc
Related
-760
195,660
No
Yes
90.000 %
(21)
TBW Developers LLC
PO Box 310
Fargo
,
ND
581070310
36-4791467
Affordable Housing
ND
Beyond Shelter Inc
Related
-761
872,891
No
Yes
90.000 %
(22)
Washington Townhomes LLLP
PO Box 310
Fargo
,
ND
581070310
45-5119984
Affordable Housing
ND
N/A
(23)
North Sky III LLLP
PO Box 310
Fargo
,
ND
581070310
36-4810183
Affordable Housing
ND
N/A
(24)
Sunset Ridge I LLLP
PO Box 310
Fargo
,
ND
581070310
61-1760539
Affordable Housing
ND
N/A
(25)
Sunset Ridge I Developers LLC
PO Box 310
Fargo
,
ND
581070310
38-3969656
Affordable Housing
ND
Beyond Shelter Inc
Related
-761
503,999
No
No
90.000 %
(26)
Homefield LLLP
PO Box 310
Fargo
,
ND
581070310
36-4832423
Affordable Housing
ND
N/A
(27)
Bright Sky Developers LLC
PO Box 310
Fargo
,
ND
581070310
61-1791245
Affordable Housing
ND
Beyond Shelter Inc
Related
-549
260,000
No
Yes
65.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
Bluestem Homes LLC
PO Box 310
Fargo
,
ND
581070310
20-5933837
Affordable Housing
ND
Beyond Shelter Inc
C
-149
100.000 %
Yes
(2)
Bluestem Townhomes LLC
PO Box 310
Fargo
,
ND
581070310
32-0188532
Affordable Housing
ND
Beyond Shelter Inc
C
-111
100.000 %
Yes
(3)
Sunrise North LLC
PO Box 310
Fargo
,
ND
581070310
26-0539394
Affordable Housing
ND
Beyond Shelter Inc
C
-351
100.000 %
Yes
(4)
Cooper House LLC
PO Box 310
Fargo
,
ND
581070310
26-2573312
Affordable Housing
ND
Beyond Shelter Inc
C
13
100.000 %
Yes
(5)
Crossroads LLC
PO Box 310
Fargo
,
ND
581070310
27-0444891
Affordable Housing
ND
Beyond Shelter Inc
C
-522
100.000 %
Yes
(6)
Preserve Housing LLC
PO Box 310
Fargo
,
ND
581070310
45-2976081
Affordable Housing
ND
Beyond Shelter Inc
C
2,843
5,813
100.000 %
Yes
(7)
Washington LLC
PO Box 310
Fargo
,
ND
581070310
38-3873836
Affordable Housing
ND
Beyond Shelter Inc
C
-4,942
100.000 %
Yes
(8)
Washington II LLC
PO Box 310
Fargo
,
ND
581070310
80-0914550
Affordable Housing
ND
Beyond Shelter Inc
C
6
100.000 %
Yes
(9)
Heritage Hills I LLC
PO Box 310
Fargo
,
ND
581070310
37-1729241
Affordable Housing
ND
Beyond Shelter Inc
C
-37
100.000 %
Yes
(10)
Cooks Court LLC
PO Box 310
Fargo
,
ND
581070310
36-4783753
Affordable Housing
ND
Beyond Shelter Inc
C
5,000
1,677,491
100.000 %
Yes
(11)
Heritage Hills II LLC
PO Box 310
Fargo
,
ND
581070310
38-3929643
Affordable Housing
ND
Beyond Shelter Inc
C
13
100.000 %
Yes
(12)
North Sky II LLC
PO Box 310
Fargo
,
ND
581070310
36-4781922
Affordable Housing
ND
Beyond Shelter Inc
C
5,000
5,293
100.000 %
Yes
(13)
North Sky III LLC
PO Box 310
Fargo
,
ND
581070310
61-1759646
Affordable Housing
ND
Beyond Shelter Inc
C
5,000
5,342
100.000 %
Yes
(14)
Sunset Ridge I LLC
PO Box 310
Fargo
,
ND
581070310
36-4808114
Affordable Housing
ND
Beyond Shelter Inc
C
-51
100.000 %
Yes
(15)
Homefield LLC
PO Box 310
Fargo
,
ND
581070310
35-2551808
Affordable Housing
ND
Beyond Shelter Inc
C
150,599
100.000 %
Yes
Schedule R (Form 990) 2017
Page 3
Schedule R (Form 990) 2017
Page
3
Part V
Transactions With Related Organizations
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
No
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
No
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
No
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
Bright Sky Developers LLC
S
447,281
Accrual
(2)
HF Developers LLC
S
539,700
Accrual
(3)
LaGrave on First Developers LLC
S
216,600
Accrual
Schedule R (Form 990) 2017
Page 4
Schedule R (Form 990) 2017
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2017
Page 5
Schedule R (Form 990) 2017
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference
Explanation
Schedule R (Form 990) 2017
Additional Data
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