Civic Intelligence

Sheltered Homes of Alexandria Bellefonte Apts

EIN 54-0968556 • 501(c)3 • Alexandria, VA

Profile

To provide and operate housing for homeless and non-homeless persons with mental health, mental retardation and substance abuse problems.

720 North Saint Asaph StreetAlexandria, VA 22314

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.44x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

4.94x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

30th percentile

-2.8%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

38th percentile

0.6%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

135%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$7,025,158

Up $40,948 (+0.6%) from 2022

Liabilities

Up

$3,097,026

Up $228,811 (+8.0%) from 2022

Net Assets

Down

$3,928,132

Down $187,863 (-4.6%) from 2022

Operations
Liabilities / Revenue95th percentileNet Margin30th percentile

Revenue

Up

$626,601

Up $359,581 (+135%) from 2022

Expenses

Up

$644,041

Up $564,662 (+711%) from 2022

Net Income

Down

-$17,440

Down $205,081 (-109%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,822,990Liabilities 2011: $383,433Net Assets 2011: $2,439,5572011Assets 2013: $3,299,104Liabilities 2013: $475,480Net Assets 2013: $2,823,6242013Assets 2014: $3,085,126Liabilities 2014: $260,028Net Assets 2014: $2,825,0982014Assets 2015: $3,107,946Liabilities 2015: $265,387Net Assets 2015: $2,842,5592015Assets 2016: $3,010,046Liabilities 2016: $221,333Net Assets 2016: $2,788,7132016Assets 2017: $3,748,006Liabilities 2017: $172,806Net Assets 2017: $3,575,2002017Assets 2018: $3,535,772Liabilities 2018: $73,399Net Assets 2018: $3,462,3732018Assets 2019: $3,994,359Liabilities 2019: $104,453Net Assets 2019: $3,889,9062019Assets 2020: $3,854,403Liabilities 2020: $83,326Net Assets 2020: $3,771,0772020Assets 2021: $4,223,914Liabilities 2021: $177,334Net Assets 2021: $4,046,5802021Assets 2022: $6,984,210Liabilities 2022: $2,868,215Net Assets 2022: $4,115,9952022Assets 2023: $7,025,158Liabilities 2023: $3,097,026Net Assets 2023: $3,928,1322023

Highlighted filing

2023

Assets$7,025,158
Liabilities$3,097,026
Net Assets$3,928,132
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,159,829Expenses 2011: $1,199,069Net Income 2011: -$39,2402011Revenue 2013: $1,400,697Expenses 2013: $1,407,163Net Income 2013: -$6,4662013Revenue 2014: $1,504,403Expenses 2014: $1,502,929Net Income 2014: $1,4742014Revenue 2015: $1,180,612Expenses 2015: $1,163,151Net Income 2015: $17,4612015Revenue 2016: $339,111Expenses 2016: $392,957Net Income 2016: -$53,8462016Revenue 2017: $1,183,143Expenses 2017: $396,656Net Income 2017: $786,4872017Revenue 2018: $334,553Expenses 2018: $447,798Net Income 2018: -$113,2452018Revenue 2019: $783,654Expenses 2019: $356,121Net Income 2019: $427,5332019Revenue 2020: $290,926Expenses 2020: $409,755Net Income 2020: -$118,8292020Revenue 2021: $345,837Expenses 2021: $326,991Net Income 2021: $18,8462021Revenue 2022: $267,020Expenses 2022: $79,379Net Income 2022: $187,6412022Revenue 2023: $626,601Expenses 2023: $644,041Net Income 2023: -$17,4402023

Highlighted filing

2023

Revenue$626,601
Expenses$644,041
Net Income-$17,440
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,025,158
Liabilities
$3,097,026
Net assets
$3,928,132
Revenue
$626,601
Expenses
$644,041
Net income
-$17,440
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$7.03$3.10$3.93$0.63$0.64$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.98$2.87$4.12$0.27$0.08$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.18$4.05$0.35$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.85$0.08$3.77$0.29$0.41$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.10$3.89$0.78$0.36$0.43
2018Detailed filing. Detailed filing data is available for this year.$3.54$0.07$3.46$0.33$0.45$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.75$0.17$3.58$1.18$0.40$0.79
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.22$2.79$0.34$0.39$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.27$2.84$1.18$1.16$0.02
2014Summary only. Only limited summary data is available for this year.$3.09$0.26$2.83$1.50$1.50$0.00
2013Summary only. Only limited summary data is available for this year.$3.30$0.48$2.82$1.40$1.41$0.01
2011Summary only. Only limited summary data is available for this year.$2.82$0.38$2.44$1.16$1.20$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Dec 23, 2025
Return Version
2022v5.0
Gross Receipts
$626,601
Mission and Program Overview

Mission

To provide and operate housing for homeless and non-homeless persons with mental health, mental retardation and substance abuse problems.

To provide non-sectarian housing for mentally disabled or imparied adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,491,108$4,630,897▲ $139,789
Cash and Non-Interest-Bearing Accounts$2,106,244$1,986,414▼ $119,830
Savings and Temporary Cash Investments$324,812$342,920▲ $18,108
Intangible Assets$55,159$41,635▼ $13,524
Prepaid Expenses and Deferred Charges$6,887$5,023▼ $1,864
Total Assets$6,984,210$7,025,158▲ $40,948
Other Assets Total$0$18,269▲ $18,269
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,674,678$3,093,111▲ $418,433
Other Liabilities$2,920$2,920→ $0
Accounts Payable and Accrued Expenses$190,617$995▼ $189,622
Total Liabilities$2,868,215$3,097,026▲ $228,811
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,115,995$3,928,132▼ $187,863
Total Net Assets Fund Balance$4,115,995$3,928,132▼ $187,863
Total Liabilities and Net Assets / Fund Balance$6,984,210$7,025,158▲ $40,948

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,542,996$3,509,513$7,052,509
Land$1,087,901-$1,087,901
Equipment$0$238,808$238,808
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Julie Nathanson JakopicChair
Harry HartBoard Member
J Glenn HopkinsBoard Member
Mary Catherine GibbsSecretary
Debra ArnettTreasurer as of June 2023
Suzanne ChisTreasurer Until June 2023
Revenue and Support

Revenue Composition

Contributions and Grants
$197,041
Program Service Revenue
$426,600
Investment Income
$2,960
Other Revenue
$0
Change in Net Assets
$-17,440
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$644,041
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$197,041--$197,041
Occupancy$175,818--$175,818
Depreciation Depletion$148,706--$148,706
Interest$77,041--$77,041
Fees for Services Accounting-$21,345-$21,345
Fees for Services Legal-$12,700-$12,700
Insurance-$7,746-$7,746
Office Expenses-$3,644-$3,644
Total Functional Expenses$598,606$45,435$0$644,041
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
Security Deposits$2,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes

Governance Explanations

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, 2023. 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, 2023.”

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.”

Filing and Contact Details

Filer

Filer Name
Sheltered Homes of Alexandria
EIN
54-0968556
Phone
7037463471
Address
720 NORTH SAINT ASAPH STREET, ALEXANDRIA, VA 22314

Signing Officer

Name
Julie Jakopic
Title
Chair
Phone
7037463471
Signed
2025-12-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Jakopic
Formed
1974
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
200 BRICKSTONE SQUARE SUITE 103, ANDOVER, MA 01810
Preparer
Luke Burnett
Phone
9786202000
Raw XML Appendix371 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0923627
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0661968
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0548256
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0443864
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0376244
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0444499
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt02474831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02960
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04308
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05144
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04659
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018602
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02238404
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0489
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0489
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99440
IRS990ScheduleA/PublicSupportPY170Pct00.99400
IRS990ScheduleA/PublicSupportTotal170Amt03398458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0859009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0738873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0592182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0549922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0658472
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03398458
IRS990ScheduleA/TotalSupportAmt03417549
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03542996
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03509513
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07052509
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0238808
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0238808
IRS990ScheduleD/LandGrp/BookValueAmt01087901
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01087901
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02920
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04630897
IRS990ScheduleD/TotalLiabilityAmt02920
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS MARY CATHERINE GIBBS AND HARRY HART HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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, 2023. 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, 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DID NOT HAVE ANY COMMITTEES WITH BOARD AUTHORITY IN PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE FORM 990 PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHELTERED HOMES OF ALEXANDRIA IS A VOLUNTEER ORGANIZATION WITHOUT ANY EMPLOYEES OR COMPENSATED OFFICERS OR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06984210
IRS990/TotalAssetsEOYAmt07025158
IRS990/TotalAssetsGrp/BOYAmt06984210
IRS990/TotalAssetsGrp/EOYAmt07025158
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0197041
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0598606
IRS990/TotalFunctionalExpensesGrp/TotalAmt0644041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02868215
IRS990/TotalLiabilitiesEOYAmt03097026
IRS990/TotalLiabilitiesGrp/BOYAmt02868215
IRS990/TotalLiabilitiesGrp/EOYAmt03097026
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04115995
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03928132
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0598606
IRS990/TotalProgramServiceRevenueAmt0426600
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02960
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0426600
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0626601
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06984210
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07025158
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0720 NORTH SAINT ASAPH STREET
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022314
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE JAKOPIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037463471
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERED HOMES OF ALEXANDRIA
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0540968556
ReturnHeader/Filer/PhoneNum07037463471
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 NORTH SAINT ASAPH STREET
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022314
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 BRICKSTONE SQUARE SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANDOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001810
ReturnHeader/PreparerPersonGrp/PhoneNum09786202000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUKE BURNETT
ReturnHeader/ReturnTs02025-12-23T11:00:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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