2026-08-03T17:53:56-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2023-07-01 540968556 SHELTERED HOMES OF ALEXANDRIA SHEL 7037463471 417 E BELLEFONTE AVE ALEXANDRIA VA 22301 JULIE JAKOPIC CHAIR 7037463471 2026-07-30 1 0 X LUKE BURNETT P01079018 9786202000 2026-07-16 2023 2025-03-06 01:10:19Z X JULIE JAKOPIC 417 E BELLEFONTE AVE ALEXANDRIA VA 22301 914362 0 X N/A X 1974 VA TO PROVIDE NON-SECTARIAN HOUSING FOR MENTALLY DISABLED OR IMPARIED ADULTS. 5 5 0 5 0 0 197041 197041 426600 664867 2960 52454 0 0 626601 914362 0 0 0 0 0 0 0 0 0 644041 861253 644041 861253 -17440 53109 6983523 7058953 3055391 3078019 3928132 3980934 TO PROVIDE NON-SECTARIAN HOUSING FOR MENTALLY DISABLED OR IMPARIED ADULTS. 0 0 840682 0 664867 HOUSING SERVICES:SHELTERED HOMES OF ALEXANDRIA (SHA) HAS GROUP HOMES, CONDOMINIUMS, AND A SMALL APARTMENT COMPLEX OF 12 UNITS THAT PROVIDE RESIDENTIAL SERVICES, BOTH FOR CLIENTS RECEIVING MENTAL HEALTH TREATMENT AND LONG-TERM RESIDENTS WITH BEHAVIORAL HEALTH CONDITIONS, SUBSTANCE ABUSE DISORDERS, AND/OR DEVELOPMENTAL OR INTELLECTUAL DISABILITIES. SHA WORKS CLOSELY WITH THE CITY OF ALEXANDRIA DEPARTMENT OF COMMUNITY AND HUMAN SERVICES (DCHS) TO MEET THE GROWING NEED TO FIND SAFE AND AFFORDABLE HOUSING FOR THE GROWING CLIENT BASE. 840682 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 VA X JULIE NATHANSON JAKOPIC 7037463471 417 E BELLEFONTE AVE ALEXANDRIA VA 22301 X JULIE NATHANSON JAKOPIC CHAIR 2.00 X X 0 0 0 DEBRA ARNETT TREASURER 2.00 X X 0 0 0 MARY CATHERINE GIBBS SECRETARY 1.00 X X 0 0 0 J GLENN HOPKINS BOARD MEMBER 1.00 X 0 0 0 HARRY HART BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 197041 197041 RENTAL INCOME 532000 664867 664867 664867 52454 52454 914362 664867 0 52454 3419 3419 12490 12490 2457 2457 413896 413896 75665 75665 138890 138890 17395 15190 2205 RESIDENTIAL SERVICES 197041 197041 861253 840682 20571 0 1986414 1140840 342920 1394128 5023 1331 8387669 3887211 4630897 4500458 18269 22196 6983523 7058953 995 75975 3051476 2999124 2920 2920 3055391 3078019 X 3928132 3980934 3928132 3980934 6983523 7058953 53109 -307 0 X 1 X 0 0 0 X 173678 148318 190617 197041 197041 906695 376244 443864 548256 661968 482566 2512898 549922 592182 738873 859009 679607 3419593 3419593 5144 4308 1531 2960 52454 66397 3485990 2787829 0.98100 0.99440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1087901 1087901 7052509 3648403 3404106 238808 238808 0 8451 8451 4500458 SECURITY DEPOSITS 2920 2920 X PART X, LINE 2: SHA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNDER THESE PROVISIONS, NO TAX IS IMPOSED ON ANY INCOME RELATED TO SHA'S TAX-EXEMPT PURPOSE. HOWEVER, ENTITIES THAT ARE CLASSIFIED UNDER THIS SECTION OF THE CODE ARE TAXED ON "UNRELATED BUSINESS INCOME" AS DEFINED BY INTERNAL REVENUE SERVICE REGULATIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE SHA TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF IT IS MORE-LIKELY-THAN-NOT THAT UNCERTAIN TAX POSITIONS TAKEN WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. SHA HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2024. SHA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS MARY CATHERINE GIBBS AND HARRY HART HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS CONTRACTED WITH THE ALEXANDRIA COMMUNITY SERVICES BOARD (ACSB) TO MANAGE, MAINTAIN, AND SUPPORT THE VARIOUS PROPERTIES. MANAGEMENT FEES TOTALED $0 FOR THE YEAR ENDED JUNE 30, 2024. IN ADDITION, ACSB PERFORMS OTHER PROFESSIONAL SERVICES FOR SHA FOR MENTAL HEALTH, SUBSTANCE ABUSE, CASE MANAGEMENT, VOCATIONAL/EMPLOYMENT AND RESIDENTIAL MANAGEMENT SERVICES. AMOUNTS INCLUDED IN EXPENSE FOR THESE SERVICES WERE $197,041 FOR THE YEAR ENDED JUNE 30, 2024. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH BOARD AUTHORITY IN PLACE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15 SHELTERED HOMES OF ALEXANDRIA IS A VOLUNTEER ORGANIZATION WITHOUT ANY EMPLOYEES OR COMPENSATED OFFICERS OR DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.