Nonprofit · EIN 54-0968556
SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS
Tax-exempt (reinstated) · ALEXANDRIA, VA 22301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $914,362 | $861,253 | $53,109 | $7,058,953 | $3,078,019 | $3,980,934 |
| June 30, 2023 | 990 | $626,601 | $644,041 | -$17,440 | $7,025,158 | $3,097,026 | $3,928,132 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $197,041
- of which government grants
- $197,041
- Program service revenue
- $664,867
- Investment income
- $52,454
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,419
- Accounting fees
- $12,490
- Occupancy
- $413,896
- Depreciation
- $138,890
- Program services (functional)
- $840,682
- Management and general (functional)
- $20,571
Balance sheet and other
- Total assets, start of year
- $6,983,523
- Total assets, end of year
- $7,058,953
- Total liabilities, end of year
- $3,078,019
- Net assets, end of year
- $3,980,934
- Land, buildings and equipment
- $4,500,458
- Net assets without donor restrictions
- $3,980,934
- Gross receipts
- $914,362
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1974
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE NATHANSON JAKOPIC | CHAIR Trustee or director, Officer | 2 | $0 |
| DEBRA ARNETT | TREASURER Trustee or director, Officer | 2 | $0 |
| MARY CATHERINE GIBBS | SECRETARY Trustee or director, Officer | 1 | $0 |
| J GLENN HOPKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| HARRY HART | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE NATHANSON JAKOPIC | CHAIR Trustee or director, Officer | 2 | $0 |
| SUZANNE CHIS | TREASURER UNTIL JUNE 2023 Trustee or director, Officer | 2 | $0 |
| DEBRA ARNETT | TREASURER AS OF JUNE 2023 Trustee or director, Officer | 2 | $0 |
| MARY CATHERINE GIBBS | SECRETARY Trustee or director, Officer | 1 | $0 |
| J GLENN HOPKINS | BOARD MEMBER Trustee or director | 1 | $0 |
| HARRY HART | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 417 E BELLEFONTE AVE, ALEXANDRIA, VA 22301-1245
- Principal officer (990 for 2023)
- JULIE JAKOPIC, 417 E BELLEFONTE AVE, ALEXANDRIA, VA 22301
- Signed the 990
- JULIE JAKOPIC, CHAIR
- Phone
- (703) 746-3471
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE NON-SECTARIAN HOUSING FOR MENTALLY DISABLED OR IMPARIED ADULTS.
Program accomplishments
- 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.Expenses $840,682 · revenue $664,867
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0968556
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F33)
- Assets (IRS master file)
- $7,058,953
- Income (IRS master file)
- $914,362
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- April 8, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $914,362 | $861,253 | $7,058,953 | XML |
| 990 | June 2023 | $626,601 | $644,041 | $7,025,158 | XML |
| 990 | June 2022 | $267,020 | $79,379 | $6,984,210 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0968556).
Questions about SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS
- What is the EIN of SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS?
- The employer identification number (EIN) of SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS is 54-0968556.
- Is SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS?
- The 990 for the year ended June 30, 2024 names JULIE JAKOPIC.
- Who are the officers and directors of SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS?
- The 990 for the year ended June 30, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does SHELTERED HOMES OF ALEXANDRIA BELLEFONTE APTS have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $914,362, expenses of $861,253 and total assets of $7,058,953 at year end.
Other nonprofits in ALEXANDRIA
- ALL RISE FOR JUSTICE EIN 54-1791197 · last filed 990 for 2025
- NATIONAL ASSOCIATION OF STATE MENTAL HEALTH PROGRAM DIRECTORS IN EIN 52-0784740 · last filed 990 for 2025
- TREATMENT ADVOCACY CENTER EIN 54-1905826 · last filed 990 for 2025
- FBIAA MEMORIAL COLLEGE FUND EIN 13-3351127 · last filed 990 for 2025
- SCHIZOPHRENIA AND RELATED DISORDERS ALLIANCE OF AMERICA EIN 33-1213657 · last filed 990 for 2025
- ALTERISTIC INC EIN 27-3479907 · last filed 990 for 2024
- AMERICAN COUNSELING ASSOCIATION EIN 52-1262756 · last filed 990 for 2025
- CENTER FOR ALCOHOL POLICY EIN 54-1989413 · last filed 990 for 2025
All nonprofits in ALEXANDRIA · Virginia · Mental health and crisis intervention