Nonprofit · EIN 54-1615599
SHELTERING ARMS FOUNDATION
Tax-exempt · MECHANICSVLLE, VA 23116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $4,937,873 | $5,868,650 | -$930,777 | $207,678,459 | $0 | $207,678,459 |
| September 30, 2024 | 990 | $1,921,828 | $3,074,612 | -$1,152,784 | $195,721,205 | $8,552 | $195,712,653 |
| September 30, 2023 | 990 | $1,911,891 | $2,760,595 | -$848,704 | $178,045,482 | $0 | $178,045,482 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $4,762,007
- Program service revenue
- $0
- Investment income
- $175,866
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,084,242
- Other salaries and wages
- $991,266
- Salaries, compensation and benefits (total)
- $1,224,995
- Professional fundraising fees
- $0
- Travel
- $2,306
- Depreciation
- $4,247
- Program services (functional)
- $5,490,629
- Management and general (functional)
- $378,021
Balance sheet and other
- Total assets, start of year
- $195,721,205
- Total assets, end of year
- $207,678,459
- Total liabilities, end of year
- $0
- Net assets, end of year
- $207,678,459
- Land, buildings and equipment
- $4,656,094
- Net assets without donor restrictions
- $206,926,036
- Net assets with donor restrictions
- $752,423
- Gross unrelated business income
- $175,744
- Gross receipts
- $4,937,873
- Employees
- 0
- Volunteers
- 19
- Year formed
- 1992
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES S LITSINGER | CFO & TREASURER Officer | 40 | $406,552 | $0 | $48,629 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT Officer | 40 | $0 | $367,127 | $63,598 |
| KELLY DEL CAMPO MERRICKS | VP PHILANTHROPY & SECRETARY Officer | 40 | $0 | $167,549 | $38,615 |
| KYLE S AMEY | MAJOR GIFT GIVING OFFICER Highest-paid employee | 40 | $0 | $111,986 | $27,950 |
| LISA B RESCH | DIRECTOR OF DONOR MANAGEMENT Highest-paid employee | 40 | $0 | $100,424 | $15,514 |
| PATRICIA M AMBLER | DIRECTOR OF PROSPECT DEVELOPMENT Highest-paid employee | 40 | $0 | $100,788 | $13,558 |
| PETER H BOWLES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA H DUNN PHD RN | VICE CHAIR (THRU 6/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH KAY | VICE CHAIR (AS OF 6/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HOLLY ANTRIM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BAGBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GINA BASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL W BOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DALLAS DISBROW | DIRECTOR (AS OF 01/25) Trustee or director | 1 | $0 | $0 | $0 |
| BETH FLIPPO HUTCHINS | DIRECTOR (AS OF 01/25) Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE GIBSON | DIRECTOR Trustee or director | 1 | $0 |
| ASHBY HACKNEY | DIRECTOR Trustee or director | 1 | $0 |
| RUSSELL HARPER | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL J JARVIS JR | DIRECTOR Trustee or director | 1 | $0 |
| RICK KELLY | DIRECTOR Trustee or director | 1 | $0 |
| CARL PRICE | DIRECTOR (AS OF 01/25 - THRU 09/25) Trustee or director | 1 | $0 |
| SUE H SCHUTT | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW SLAY | DIRECTOR Trustee or director | 1 | $0 |
| LISA TAYLOR POWELL | DIRECTOR Trustee or director | 1 | $0 |
| LATASIA S TURPIN | DIRECTOR Trustee or director | 1 | $0 |
| DR PETER ZEDLER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAMES S LITSINGER | CFO & TREASURER Officer | 40 | $401,438 | $0 | $33,410 |
| JOHN L MCELROY III | FOUNDATION PRESIDENT Officer | 40 | $0 | $366,880 | $46,807 |
| KELLY DEL CAMPO MERRICKS | VP PHILANTHROPY & SECRETARY Officer | 40 | $0 | $173,932 | $27,606 |
| PETER H BOWLES | CHAIR (AS OF 2/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA H DUNN PHD RN | VICE CHAIR (AS OF 2/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THEODORE PRICE | CHAIR (THRU 2/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HOLLY ANTRIM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BAGBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GINA BASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL W BOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA CUSHNIE | DIRECTOR (THRU 2/24) Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE GIBSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASHBY HACKNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL HARPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J JARVIS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARAH KAY | DIRECTOR (AS OF 2/24) Trustee or director | 1 | $0 | $0 | $0 |
| RICK KELLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA TAYLOR POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE H SCHUTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW SLAY | DIRECTOR (AS OF 2/24) Trustee or director | 1 | $0 | $0 | $0 |
| LATASIA S TURPIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE WYATT | DIRECTOR (THRU 2/24) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN L MCELROY III | PRESIDENT Officer | 40 | $0 | $360,357 | $45,840 |
| KELLY DEL CAMPO MERRICKS | SECRETARY Officer | 40 | $0 | $168,904 | $26,811 |
| JAMES S LITSINGER | CFO & TREASURER Officer | 4 | $0 | $150,395 | $17,043 |
| THEODORE PRICE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETER H BOWLES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD BAGBY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GINA BASS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL W BOR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA CUSHNIE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE GIBSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ASHBY HACKNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL HARPER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL J JARVIS JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICK KELLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA TAYLOR POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE H SCHUTT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LATASIA S TURPIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LESLIE WYATT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8226 MEADOWBRIDGE RD, MECHANICSVLLE, VA 23116-2331
- Principal officer (990 for 2024)
- JOHN L MCELROY III, 8226 MEADOWBRIDGE ROAD, MECHANICSVILLE, VA 23116
- Signed the 990
- JAMES S LITSINGER, CHIEF FINANCIAL OFFICER
- Phone
- (804) 342-4141
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUEL THE VISIONS OF SHELTERING ARMS HOSPITAL AND SHELTERING ARMS INSTITUTE BY BUILDING COMMUNITY PHILANTHROPIC SUPPORT, BY STEWARDING (CONTINUED ON SCHEDULE O)OUR INVESTMENT PORTFOLIO TO REINVEST IN THOSE MISSIONS, AND BY ENHANCING COMMUNITY RELATIONS WITH INDIVIDUALS, CORPORATIONS, FOUNDATIONS, AND ORGANIZATIONS.
Program accomplishments
- THE SHELTERING ARMS FOUNDATION FUELS THE VISION OF SHELTERING ARMS HOSPITAL COMMUNITY-BASED PROGRAMS, AND SHELTERING ARMS INSTITUTE THROUGH COMMUNITY PHILANTHROPIC SUPPORT AND SOUND STEWARDSHIP OF THE SHELTERING ARMS FOUNDATION INVESTMENT PORTFOLIO. NEW PHILANTHROPIC DONATIONS AND INVESTMENT INCOME HELP TO PROVIDE THE MARGIN OF EXCELLENCE IN CLINICAL AND COMMUNITY-BASED PROGRAMS THAT COULD NOT BE ACHIEVED THROUGH OPERATING INCOME ALONE. DONORS HELP OUR PATIENTS TO FIND THEIR POWER TO OVERCOME INJURIES AND ILLNESSES AND HELP US ACHIEVE OUR VISION OF REINVENTING REHABILITATION FOR LIFE BEYOND LIMITS.Expenses $5,490,629 · grants $4,084,242
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 54-1615599
- 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
- 2023
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $207,678,459
- Income (IRS master file)
- $4,937,873
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,911,891 | $2,760,595 | $178,045,482 | IRS |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $26,560,815 | $19,123,892 | $174,112,507 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SHELTERING ARMS FOUNDATION
- What is the EIN of SHELTERING ARMS FOUNDATION?
- The employer identification number (EIN) of SHELTERING ARMS FOUNDATION is 54-1615599.
- Is SHELTERING ARMS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SHELTERING ARMS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHELTERING ARMS FOUNDATION 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 SHELTERING ARMS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELTERING ARMS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SHELTERING ARMS FOUNDATION?
- The 990 for the year ended September 30, 2025 names JOHN L MCELROY III.
- Who are the officers and directors of SHELTERING ARMS FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 26 people; 1 received compensation from the organization, the highest $406,552 (JAMES S LITSINGER, CFO & TREASURER).
- How much revenue does SHELTERING ARMS FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $4,937,873, expenses of $5,868,650 and total assets of $207,678,459 at year end.
Other nonprofits in MECHANICSVLLE
- SHELTERING ARMS CORPORATION EIN 54-1615598 · last filed 990 for 2025
- SHELTERING ARMS HOSPITAL EIN 54-0505955 · last filed 990 for 2025
- SAWYER S WARRIORS EIN 86-3775408 · last filed 990-N for 2024
- MIRACLE MIKE FOUNDATION EIN 99-5134950 · last filed 990-N for 2025
- ROLL WITH COLE NFP EIN 81-3963572 · last filed 990-N for 2024
- STEPPING STONES OUTREACH FOUNDATION EIN 26-3705409 · last filed 990-N for 2024
- JILLS BLANKETS EIN 46-5171331 · last filed 990-N for 2025
- SHELTERING ARMS HOSPITAL SOUTH INC EIN 35-2258075 · last filed 990-N for 2024