2026-08-17T09:19:19-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-10-01 540505955 SHELTERING ARMS HOSPITAL SHEL 8047641000 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 JAMES S LITSINGER CHIEF FINANCIAL OFFICER 8047641000 2026-08-13 1 1 KURT BENNION CPA P01469618 4252506100 2026-08-13 2024 2025-03-06 01:10:19Z SHELTERING ARMS COMMUNITY PROGRAMS DIANNE V JEWELL 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 1140102 0 X WWW.SHELTERINGARMS.COM X 1941 VA WE SUPPORT A CONTINUUM OF PHYSICAL REHABILITATION SERVICES AND ENGAGE IN COMMUNITY PARTNERSHIPS THAT ENHANCE HUMAN ABILITY. 16 16 34 16 0 0 209336 190965 1094331 818411 0 57578 54392 73148 1358059 1140102 0 0 0 0 1221701 1331713 0 0 0 400598 372500 1622299 1704213 -264240 -564111 3127210 4825471 729929 776267 2397281 4049204 X WE SUPPORT A CONTINUUM OF PHYSICAL REHABILITATION SERVICES AND ENGAGE IN COMMUNITY PARTNERSHIPS THAT ENHANCE HUMAN ABILITY. 0 0 1618991 0 891559 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. 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. (CONTINUED ON SCHEDULE O)THE SERVICES PROVIDED ARE OPEN TO THE PUBLIC AND MOST DO NOT REQUIRE A PHYSICIAN REFERRAL. SERVICES OFFERED IN FY 2025 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 OF ACTIVITIES AND SERVICES THAT INCLUDE SOCIAL, RECREATIONAL, PHYSICAL, EMOTIONAL, AND COGNITIVE OPTIONS, 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, ACCESSIBLE TRAVEL, SPIRITUALITY GROUP, ADAPTIVE GOLF AND BOWLING, AND COMMUNITY OUTINGS. IN FY 2025 CLUB REC HAD 3,934 VISITS TO THE PROGRAM. MUSIC THERAPY SESSIONS WERE OFFERED TO 67 PARTICIPANTS THROUGH INDIVIDUAL MUSIC THERAPY SESSIONS AND 539 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 99 PARTICIPANTS, 8 ADAPTIVE BOWLING EVENTS WERE PROVIDED FOR A TOTAL OF 79 PARTICIPANTS, 17 COMMUNITY SOCIAL EVENTS PROVIDED FOR A TOTAL OF 212 PARTICIPANTS, AND 1 ACCESSIBLE TRAVEL TRIP FOR 52 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 CHRONIC CONDITIONS SUCH AS HEART DISEASE, HYPERTENSION, DIABETES, AND METABOLIC SYNDROME. SHELTERING ARMS EXERCISE PHYSIOLOGISTS CONDUCTED 4,593 ADAPT2FIT VISITS IN FY 2025. 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 2025 THEY PROVIDED 3,408 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 2025 THERE WERE 3,114 POWER EX VISITS. ALSO, OUR CHAIR YOGA GROUP EXERCISE CLASSES RETURNED, AND WE ADDED THE MATTER OF BALANCE AND AQUA ARTHRITIS CLASS FOR FY 2025 FOR A TOTAL OF 181 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 2025 THERE WERE 7,457 COMMUNITY MEMBERSHIP VISITS TO THE POOL. IN SUMMARY, DURING FY 2025, SHELTERING ARMS COMMUNITY PROGRAMS RECORDED A TOTAL OF 23,145 VISITS, POSITIVELY IMPACTING THE QUALITY OF LIFE FOR 1,149 INDIVIDUALS. 1618991 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 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X JAMES S LITSINGER 8047641000 8226 MEADOWBRIDGE ROAD 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 2.00 X 0 0 0 KIMBERLY R BAINE DIRECTOR 1.00 2.00 X 0 0 0 PETER H BOWLES DIRECTOR 1.00 2.00 X 0 0 0 JOHN D BURNS DIRECTOR 1.00 1.00 X 0 0 0 W LEE CHANEY III DIRECTOR 1.00 1.00 X 0 0 0 DAVID CONSTINE DIRECTOR(THRU 12/2024) 1.00 1.00 X 0 0 0 SANDRA DOUGLAS DIRECTOR 1.00 2.00 X 0 0 0 EDWARD F GERARDO DIRECTOR 1.00 2.00 X 0 0 0 LAWRENCE GIBSON DIRECTOR 1.00 2.00 X 0 0 0 ASHBY HACKNEY DIRECTOR 1.00 2.00 X 0 0 0 SARAH KAY DIRECTOR 1.00 2.00 X 0 0 0 TIMOTHY KLABUNDE DIRECTOR (AS OF 01/2025) 1.00 1.00 X 0 0 0 VERONICA POWELL SHUFORD DIRECTOR (AS OF 01/2025) 1.00 1.00 X 0 0 0 SHAWNE SOPER DIRECTOR (AS OF 01/2025) 1.00 1.00 X 0 0 0 CHRISTOPHER E VINYARD DIRECTOR (AS OF 01/2025) 1.00 1.00 X 0 0 0 DIANNE V JEWELL PRESIDENT & CEO 18.00 21.00 X 384062 0 24942 JAMES S LITSINGER CFO & TREASURER 40.00 0.00 X 406552 0 48629 HELEN WEAVER SECRETARY 18.00 21.00 X 66093 0 28591 856707 0 102162 2 0 1 0 0 190965 190965 LEASE REVENUE 531190 561828 561828 COMMUNITY PROGRAMS REV 621400 256583 256583 818411 50000 50000 7578 0 7578 7578 7578 NON PATIENT REVENUE 900099 73148 73148 73148 1140102 891559 0 57578 410062 385458 24604 645743 617326 28417 275908 262346 13562 16942 16082 860 100 95 5 823 782 41 80893 76849 4044 14161 13452 709 856 813 43 239557 227579 11978 MEDICAL SUPPLIES 8332 7915 417 EQUIPMENT/REPAIRS/MAINT 6346 6030 316 DUES AND SUBSCRIPTIONS 4490 4264 226 1704213 1618991 85222 0 1034357 2874280 41603 0 9286060 7334869 2043310 1951191 5559 0 2381 0 3127210 4825471 721079 699360 8850 76907 729929 776267 X 2397281 4049204 2397281 4049204 3127210 4825471 X -564111 2216034 X X 0 1 X 1 0 X 10108703 4988078 263728 240965 15601474 22831443 16960735 757526 1094331 818411 42462446 22831443 27069438 5745604 1358059 1059376 58063920 0 11638301 8928756 20567057 11638301 8928756 20567057 37496863 895333 1227591 2122924 895333 1227591 2122924 73148 73148 23726776 28297029 5745604 1358059 1132524 60259992 0.62230 0.74390 0.03520 0.02070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: NON PATIENT REVENUE - 2024 AMOUNT: $ 73,148. PART III, SECTION A, LINE 7B THE AMOUNTS REPORTED IN COLUMNS A, B, AND C FOR LINE 7B WERE INADVERTENTLY ENTERED FOR THE WRONG YEAR IN PRIOR RETURNS. THE INCORRECT AMOUNTS WERE 2020 - $3,570,090, 2021- $11,638,301, AND 2022 - $8,988,766. THE CORRECTED AMOUNTS ARE 2020 - #11,638,301, 2021-$8,988,766, AND 2022 - $0. THIS CORRECTION DOES NOT IMPACT THE ORGANIZATION'S ABILITY TO PASS THE PUBLIC SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 416370 416370 6561742 5445228 1116514 1038865 816235 222630 1058765 956604 102161 210318 116802 93516 1951191 DUE TO SHELTERING ARMS INSTUTUTE 2143 OTHER LIABILITIES 74764 76907 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, 2025. X X X X 0 0 0 0 0 0 0 1 0 JAMES S LITSINGER CFO & TREASURER 305670 0 91167 0 9715 0 15250 0 33379 0 455181 0 0 0 DIANNE V JEWELL PRESIDENT & CEO 283022 0 88408 0 12632 0 15112 0 9830 0 409004 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 IS COMPENSATED BY SHELTERING ARMS INSTITUTE, AN UNRELATED TAX-EXEMPT ORGNANIZATION. FORM 990, PART VI, SECTION A, LINE 4 DURING FY 2025, SHELTERING ARMS HOSPITAL AMENDED AND RESTATED ITS BYLAWS. SIGNIFICANT CHANGES INCLUDED: - CHANGE IN THE NUMBER OF VOTING DIRECTORS FROM A RANGE OF 9-18 DIRECTORS TO 13-17 DIRECTORS. - DESIGNATING THE CHAIR AND VICE CHAIR OF THE SHELTERING ARMS FOUNDATION AS VOTING DIRECTORS OF THE CORPORATION. - REDUCING THE MAXIMUM NUMBER OF CONSECUTIVE DIRECTOR TERMS FROM FOUR TO THREE FULL TERMS. - UPDATED MEETING PROVISIONS, INCLUDING THE ANNUAL MEETING LOCATION AND ADMINSTRATIVE NOTICE PROCEDURES. - ESTABLISHED TWO-YEAR TERMS FOR OFFICERS OF THE CORPORATION. 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 OFFICER JAMES LITSINGER'S COMPENSATION IS PAID BY SHELTERING ARMS INSTITUTE, AN UNRELATED, TAX-EXEMPT ORGANIZATION. THE OFFICER PROVIDES FINANCE SUPPORT TO SHELTERING ARMS HOSPITAL AND ITS RELATED ENTITIES THROUGH A SHARED SERVICES AGREEMENT. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFERS OTHER NET ASSET ADJUSTMENTS 2,216,034. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. SHELTERING ARMS FOUNDATION 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 541615599 SUPPORT AFFILIATED ENTITIES AND SHELTERING ARMS INSTITUTE VA 501(C)(3) LINE 7 SHELTERING ARMS CORPORATION 1 SHELTERING ARMS HOSPITAL SOUTH 8226 MEADOWBRIDGE RD MECHANICSVILLE VA 23116 352258075 INACTIVE VA 501(C)(3) LINE 10 SHELTERING ARMS CORPORATION 1 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