2025-08-15T08:26:13-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-10-01 540505955 SHELTERING ARMS HOSPITAL SHEL 8048774000 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 JAMES S LITSINGER CFO & TREASURER 8048774000 2025-08-14 1 1 KURT BENNION CPA P01469618 4252506100 2025-08-14 2023 2025-03-06 01:10:19Z SHELTERING ARMS COMMUNITY PROGRAMS DIANNE V JEWELL 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 1358059 0 X WWW.SHELTERINGARMS.COM X 1941 VA THE MISSION OF SHELTERING ARMS IS TO PROVIDE COMMUNITY BASED PROGRAMS, TO SUPPORT A CONTINUUM OF PHYSICAL REHABILITATION SERVICES AND ENGAGE IN COMMUNITY PARTNERSHIPS THAT ENHANCE HUMAN ABILITY. 13 13 35 13 0 0 4988078 209336 757526 1094331 -152 0 0 54392 5745452 1358059 0 0 0 0 1076020 1221701 0 0 0 309020 400598 1385040 1622299 4360412 -264240 4065381 3127210 1903579 729929 2161802 2397281 X THE MISSION OF SHELTERING ARMS IS TO PROVIDE COMMUNITY BASED PROGRAMS, TO SUPPORT A CONTINUUM OF PHYSICAL REHABILITATION SERVICES AND ENGAGE IN COMMUNITY PARTNERSHIPS THAT ENHANCE HUMAN ABILITY. 0 0 1537199 0 1148723 SHELTERING ARMS HOSPITAL (D/B/A SHELTERING ARMS COMMUNITY PROGRAMS) PROVIDES COMMUNITY BASED PROGRAMS. THE BENEFITS OF PHYSICAL AND RECREATIONAL ACTIVITY PARTICIPATION HIGHLIGHT A NEED FOR INDIVIDUALS WITH PHYSICAL DISABILITIES, THE AGING POPULATION, AND INDIVIDUALS MANAGING CHRONIC CONDITIONS TO ACCESS SERVICES AND PROGRAMS THAT CAN POSITIVELY IMPACT QUALITY OF LIFE AND PHYSICAL ACTIVITY LEVEL. SHELTERING ARMS COMMUNITY PROGRAMS PROVIDES A COMPREHENSIVE PORTFOLIO OF UNIQUE, COMMUNITY-BASED RECREATION AND HEALTH AND WELLNESS SERVICES TO MEET THESE NEEDS OF THE COMMUNITY. THESE SERVICES MAKE UP THE COMMUNITY PROGRAMS. (CONTINUED ON SCHEDULE O) OUR UNIQUE PROGRAMMING PROVIDES AN OPPORTUNITY FOR PEOPLE TO RE-ENGAGE IN ACTIVITIES THEY ONCE ENJOYED AND MAINTAIN AN ACTIVE SOCIAL AND PHYSICAL LIFESTYLE DESPITE THEIR LIMITATIONS. THE SERVICES PROVIDED ARE OPEN TO THE PUBLIC AND MOST DO NOT REQUIRE A PHYSICIAN REFERRAL. SERVICES OFFERED IN FY 2024 INCLUDED OUR CLUB REC PROGRAM, ADAPT2FIT PROGRAM, POWER EX PROGRAM, NEUROFIT PROGRAM, S.A.F.E PROGRAM, MEMBERSHIPS, GROUP EXERCISE CLASSES, COMMUNITY SOCIAL EVENTS AND ADAPTIVE SPORTS PROGRAMS.CLUB REC IS A NON-MEDICALLY BASED DAY RECREATION PROGRAM PROVIDING OPPORTUNITIES FOR FITNESS, WELLNESS, RECREATION, SOCIALIZATION, AND COMMUNITY REINTEGRATION FOR MEMBERS UP TO FOUR DAYS PER WEEK. SHELTERING ARMS CERTIFIED THERAPEUTIC RECREATION SPECIALISTS CREATE A MONTHLY CALENDAR PROGRAM PLANNING ACTIVITIES AND SERVICES THAT INCLUDE SOCIAL, RECREATIONAL, PHYSICAL, EMOTIONAL, AND COGNITIVE ACTIVITIES, AS WELL AS OPPORTUNITIES FOR COMMUNITY REINTEGRATION AND CIVIC ENGAGEMENT. MEMBERS ENROLLED IN CLUB REC CAN UTILIZE THE ON-SITE FITNESS CENTER AND THE COMPUTER LAB, AND CAN ENGAGE IN MUSIC THERAPY, EXPRESSIVE ARTS, SPIRITUALITY GROUP, ADAPTIVE GOLF, AND COMMUNITY OUTINGS. IN FY 2024 CLUB REC HAD 3,683 VISITS TO THE PROGRAM. MUSIC THERAPY SESSIONS WERE OFFERED TO 70 PARTICIPANTS THROUGH INDIVIDUAL MUSIC THERAPY SESSIONS AND 636 PARTICIPANTS THROUGH GROUP MUSIC THERAPY SESSIONS ALL THROUGH A GRANT RECEIVED FOR THAT PURPOSE. IN ADDITION, 11 ADAPTIVE GOLF EVENTS WERE PROVIDED FOR A TOTAL OF 96 PARTICIPANTS, 6 ADAPTIVE BOWLING EVENTS WERE PROVIDED FOR A TOTAL OF 57 PARTICIPANTS, 1 ADAPTIVE FISHING EVENT WAS PROVIDED FOR A TOTAL OF 8 PARTICIPANTS, AND 14 COMMUNITY SOCIAL EVENTS PROVIDED FOR A TOTAL OF 180 PARTICIPANTS.EXERCISE PHYSIOLOGISTS AT OUR BON AIR, REYNOLDS, HANOVER, LABURNUM AND MIDTOWN LOCATIONS PROVIDE ADAPTIVE AND MEDICAL FITNESS TRAINING SERVICES TO THOSE TRANSITIONING FROM OUTPATIENT THERAPY SERVICES, WHILE ALSO PROVIDING THOSE SERVICES TO COMMUNITY MEMBERS FOR PREVENTION AND WELLNESS. ADAPTIVE FITNESS REFERS TO THE EXPERTISE NEEDED TO MODIFY EXERCISE REGIMENS FOR PEOPLE WITH A WIDE VARIETY OF PHYSICAL DISABILITIES. MEDICAL FITNESS REFERS TO THE EXPERTISE NEEDED TO DESIGN AND IMPLEMENT EXERCISE PRESCRIPTIONS FOR PEOPLE WHO ALSO HAVE COMORBIDITIES SUCH AS HEART DISEASE, HYPERTENSION, DIABETES, AND METABOLIC SYNDROME. SHELTERING ARMS EXERCISE PHYSIOLOGISTS CONDUCTED 4,474 ADAPT2FIT VISITS IN FY 2024. THE EXERCISE PHYSIOLOGISTS ALSO UTILIZE ADVANCED TECHNOLOGIES TO PROVIDE UNIQUE ADAPTIVE EXERCISE TRAINING SERVICES FOR THE NEUROLOGICALLY IMPAIRED IN OUR NEUROFIT PROGRAM. THE GOAL IS TO ENSURE LIFELONG PHYSICAL ACTIVITY AFTER A CATASTROPHIC INJURY OR ILLNESS SUCH AS SPINAL CORD INJURY, BRAIN INJURY AND STROKE. IN FY 2024 THEY PROVIDED 3,330 NEUROFIT TRAINING SESSIONS. OUR POWER EX PROGRAM IS DESIGNED TO TEACH INDIVIDUALS HOW TO EXERCISE INDEPENDENTLY AND ADDRESS BARRIERS THAT OFTEN INHIBIT PHYSICAL ACTIVITY. IN FY 2024 THERE WERE 1,679 POWER EX VISITS. ALSO, OUR PARKINSONS WELLNESS RECOVERY & CHAIR YOGA GROUP EXERCISE CLASSES RETURNED FOR FY 2024 FOR A TOTAL OF 154 VISITS. SHELTERING ARMS FITNESS AND RECREATION SERVICES SUPPORT THE IMPORTANCE OF MAINTAINING PHYSICAL ACTIVITY TO CONTINUE AN ACTIVE LIFESTYLE, MAINTAIN PROGRESS ACHIEVED IN SKILLED THERAPY, AND PREVENT FUTURE INJURY OR ILLNESS. WE HAVE A WARM WATER THERAPEUTIC POOL OFFERING MEMBERSHIP TO OUR COMMUNITY. THE POOL PROVIDES A RAMP FOR WHEELCHAIR ENTRY, SUBMERGED PARALLEL BARS, AND A LAP LANE FOR SWIMMING. DURING FY 2024 THERE WERE 9,939 COMMUNITY MEMBERSHIP VISITS TO THE POOLS.IN SUMMARY, DURING FY 2024, THE COMMUNITY PROGRAMS RECORDED A TOTAL OF 23,600 VISITS IMPACTING QUALITY OF LIFE. 1537199 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X JAMES S LITSINGER 8048774000 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 X DR PETER ZEDLER CHAIRMAN 1.00 3.00 X X 0 0 0 TERESA REYNOLDS DIMARCO VICE CHAIR 1.00 3.00 X X 0 0 0 HOLLY ANTRIM DIRECTOR 1.00 3.00 X 0 0 0 KIMBERLY R BAINE DIRECTOR 1.00 3.00 X 0 0 0 PETER H BOWLES DIRECTOR (AS OF 2/2024) 1.00 3.00 X 0 0 0 JOHN D BURNS DIRECTOR 1.00 2.00 X 0 0 0 W LEE CHANEY III DIRECTOR 1.00 2.00 X 0 0 0 DAVID CONSTINE DIRECTOR 1.00 2.00 X 0 0 0 SANDRA DOUGLAS DIRECTOR 1.00 2.00 X 0 0 0 EDWARD F GERARDO DIRECTOR 1.00 3.00 X 0 0 0 LAWRENCE GIBSON DIRECTOR 1.00 3.00 X 0 0 0 ASHBY HACKNEY DIRECTOR 1.00 3.00 X 0 0 0 THEODORE PRICE DIRECTOR (THRU 2/2024) 1.00 3.00 X 0 0 0 DIANNE V JEWELL PRESIDENT & CEO 18.00 21.00 X 379078 0 18329 JAMES S LITSINGER CFO & TREASURER 40.00 0.00 X 401438 0 33410 AMANDA L WORLEY VP OF HR & SECRETARY (THRU 6/2024) 40.00 0.00 X 227703 0 30980 HELEN WEAVER SECRETARY (AS OF 6/2024) 18.00 21.00 X 97393 0 0 1105612 0 82719 3 0 1 0 0 209336 209336 LEASE REVENUE 531190 556265 556265 COMMUNITY PROGRAMS REV 621400 538066 538066 1094331 MISCELLANEOUS REVENUE 900099 54392 54392 54392 1358059 1148723 0 0 397407 373563 23844 572621 543992 28629 251673 239089 12584 14829 14076 753 18414 17493 921 99870 94877 4993 11158 10599 559 20000 19000 1000 229477 218003 11474 MEDICAL SUPPLIES 5429 5157 272 EQUIPMENT/REPAIRS/MAINT 905 860 45 DUES AND SUBSCRIPTIONS 516 490 26 1622299 1537199 85100 0 1567178 1034357 206640 43099 41603 9138622 7095312 2239035 2043310 9429 5559 0 2381 4065381 3127210 775149 721079 1128430 8850 1903579 729929 X 1539543 2397281 622259 0 2161802 2397281 4065381 3127210 X -264240 499719 X X 0 1 X 1 0 X 15225535 10108703 4988078 263728 30586044 28166814 22831443 16960735 757526 1094331 69810849 43392349 22831443 27069438 5745604 1358059 100396893 0 3570090 11638301 8928756 24137147 3570090 11638301 8928756 24137147 76259746 895333 1227591 2122924 895333 1227591 2122924 43392349 23726776 28297029 5745604 1358059 102519817 0.74390 0.81920 0.02070 0.01460 X PART III, LINE 2 IN 2022 (COLUMN D), THE AMOUNT OF GROSS RECEIPTS REPORTED ON LINE 2 WAS INADVERTENTLY OVERSTATED. THE ORIGINAL AMOUNT REPORTED WAS $1,003,505. THE CORRECT AMOUNT IS $757,526. THIS CORRECTION DOES NOT IMPACT THE ORGANIZATION'S ABILITY TO MEET THE PUBLIC SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 416370 416370 6561742 5297821 1263921 1038865 773994 264871 1028222 930074 98148 93423 93423 0 2043310 DUE TO SHELTERING ARMS INSTUTUTE 8850 8850 X PART X, LINE 2: THE CORPORATION IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), AND IS NOT A PRIVATE FOUNDATION. RELATED INCOME IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE TAXES. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF THESE ENTITIES. THE INCOME TAX RETURNS OF THE CORPORATION ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE CORPORATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE CORPORATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2024. X X X X 0 0 0 0 0 0 0 1 0 JAMES S LITSINGER CFO & TREASURER 313250 0 84672 0 3516 0 13925 0 19485 0 434848 0 0 0 DIANNE V JEWELL PRESIDENT & CEO 288588 0 86974 0 3516 0 10955 0 7374 0 397407 0 0 0 AMANDA L WORLEY VP OF HR & SECRETARY (THRU 6/2024) 188162 0 38978 0 563 0 11747 0 19233 0 258683 0 0 0 PART I, LINE 7 BONUSES ARE AWARDED BASED ON ACHIEVING PRE-ESTABLISHED PERFORMANCE OBJECTIVES FOLLOWING THE COMPANY'S COMPENSATION POLICY. SCHEDULE J, PART II JAMES LITSINGER AND AMANDA WORLEY ARE COMPENSATED BY SHELTERING ARMS INSTITUTE, AN UNRELATED TAX-EXEMPT ORGNANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE RELATED ORGANIZATION SHELTERING ARMS CORPORATION, EIN 54-1615598 FORM 990, PART VI, SECTION A, LINE 7A SHELTERING ARMS CORPORATION, AS SOLE MEMBER, HAS THE POWER TO APPOINT THE BOARD OF SHELTERING ARMS HOSPITAL PER THE ORGANIZATION BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ALL APPLICABLE ATTACHMENTS WERE PROVIDED TO THE BOARD OF DIRECTORS OF SHELTERING ARMS HOSPITAL EITHER IN ELECTRONIC FORMAT OR BY MAIL. AN OPEN COMMENT AND QUESTION PERIOD WAS PROVIDED TO ADDRESS ANY QUESTIONS OR COMMENTS PRIOR TO FILING THE FORM 990 AND ITS RELATED ATTACHMENTS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY CONFLICTS ARE DISCLOSED AT THE TIME AND THE SIGNED POLICY IS KEPT ON FILE BY THE ORGANIZATION. IN THE EVENT A POTENTIAL CONFLICT ARISES DURING THE YEAR, THE DIRECTOR WITH SUCH CONFLICT MUST RECUSE HIM/HERSELF FROM ALL RELATED DISCUSSIONS AND VOTES ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 SHELTERING ARMS HOSPITAL UTILIZED THE SERVICES OF AN INDEPENDENT, EXTERNAL COMPENSATION FIRM TO CONDUCT A REVIEW OF ITS EXECUTIVE COMPENSATION PROGRAM TO ENSURE THE EXECUTIVE COMPENSATION LEVELS ARE COMPETITIVE AND REASONABLE. SHELTERING ARMS COMPENSATION WAS MEASURED AGAINST HEALTHCARE ORGANIZATIONS SIMILAR IN SCOPE AND SCALE USING DATA FROM SIX EXTERNAL MARKET SURVEY SOURCES AS THE COMPARATIVE BASIS; BOTH BASE SALARY AND TOTAL CASH COMPENSATION WERE EVALUATED. THE COMPETITIVE ANALYSIS FINDINGS WERE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHO EXAMINED AND APPROVED THEM. IN ADDITION, THE COMPENSATION COMMITTEE EVALUATES PERFORMANCE, COMPENSATION SURVEYS, AND CONTRACT TERMS AND CONDITIONS ANNUALLY BEFORE DETERMINING AND RECOMMENDING COMPENSATION. ALL COMPENSATION COMMITTEE DISCUSSIONS ARE DOCUMENTED IN FORMAL MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024 FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, SHELTERING ARMS HOSPITAL WILL MAKE AVAILABLE FOR PUBLIC INSPECTION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, RELATED POLICIES AND FINANCIAL STATEMENTS. FORM 990, PART VII, SECTION A OFFICERS JAMES LITSINGER'S AND AMANDA WORLEY'S COMPENSATION IS PAID BY SHELTERING ARMS INSTITUTE, AN UNRELATED, TAX-EXEMPT ORGANIZATION. THE OFFICERS PROVIDE FINANCE AND HUMAN RESOURCES SUPPORT, RESPECTIVELY, TO SHELTERING ARMS CORPORATION, SHELTERING ARMS HOSPITAL, SHELTERING ARMS HOSPITAL SOUTH, AND SHELTERING ARMS FOUNDATION, ALL TAX-EXEMPT ORGANIZATIONS. THIS SUPPORT IS PROVIDED THROUGH A SHARED SERVICES AGREEMENT BETWEEN THESE ENTITIES AND SHELTERING ARMS INSTITUTE. FORM 990, PART VII, SECTION A OFFICERS JAMES LITSINGER'S AND AMANDA WORLEY'S COMPENSATION IS PAID BY SHELTERING ARMS INSTITUTE, AN UNRELATED, TAX-EXEMPT ORGANIZATION. THE OFFICERS PROVIDE FINANCE AND HUMAN RESOURCES SUPPORT, RESPECTIVELY, TO SHELTERING ARMS HOSPITAL, AND ITS RELATED ENTITIES THROUGH A SHARED SERVICES AGREEMENT. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFERS 382,000. OTHER NET ASSET ADJUSTMENTS 117,719. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN AUDITOR AND FOR OVERSEEING THE AUDIT IS UNCHANGED FROM PRIOR YEAR. SHELTERING ARMS FOUNDATION 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 541615599 SEE SUPPLEMENTAL INFORMATION, PART VII VA 501(C)(3) LINE 7 SHELTERING ARMS CORPORATION 0 SHELTERING ARMS HOSPITAL SOUTH 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 352258075 INACTIVE VA 501(C)(3) LINE 10 SHELTERING ARMS CORPORATION 0 SHELTERING ARMS CORPORATION 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 541615598 SUPPORT AFFILIATED ENTITIES VA 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 SCHEDULE R, PART II, COLUMN (B) SHELTERING ARMS FOUNDATION SUPPORTS SHELTERING ARMS CORPORATION, SHELTERING ARMS HOSPITAL, SHELTERING ARMS HOSPITAL SOUTH, AND SHELTERING ARMS INSTITUTE IN PROVIDING HEALTHCARE TO THE COMMUNITIES SERVED BY THE ORGANIZATION.