Civic Intelligence

Sheltering Arms Foundation

990 • Fiscal year 2013 • EIN 54-1615599

Oct 01, 2012 to Sep 30, 2013 • Filed on Aug 11, 2014

Organization ProfileWWW.SHELTERINGARMS.COM
8254 Atlee RoadMechanicsvlle, VA 23116
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$212,423,732

Up $19,825,610 (+10%) from 2012

Net Assets

Up

$212,423,732

Up $19,825,610 (+10%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin94th percentile

Revenue

$11,452,068

No earlier filing loaded for comparison.

Expenses

Down

$4,357,441

Down $3,514,746 (-45%) from 2012

Net Income

$7,094,627

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $178,992,480Liabilities 2010: $0Net Assets 2010: $178,992,4802010Assets 2011: $177,686,464Liabilities 2011: $0Net Assets 2011: $177,686,4642011Assets 2012: $192,598,122Liabilities 2012: $0Net Assets 2012: $192,598,1222012Assets 2013: $212,423,732Liabilities 2013: $0Net Assets 2013: $212,423,7322013Assets 2014: $222,747,414Liabilities 2014: $2,464Net Assets 2014: $222,744,9502014Assets 2015: $215,022,706Liabilities 2015: $6,452Net Assets 2015: $215,016,2542015Assets 2016: $212,128,320Liabilities 2016: $6,452Net Assets 2016: $212,121,8682016Assets 2017: $219,512,323Liabilities 2017: $6,452Net Assets 2017: $219,505,8712017Assets 2018: $197,335,160Liabilities 2018: $6,452Net Assets 2018: $197,328,7082018Assets 2019: $202,137,301Liabilities 2019: $3,038,181Net Assets 2019: $199,099,1202019Assets 2020: $175,691,612Liabilities 2020: $2,744,021Net Assets 2020: $172,947,5912020Assets 2021: $205,278,403Liabilities 2021: $0Net Assets 2021: $205,278,4032021Assets 2022: $174,112,507Liabilities 2022: $0Net Assets 2022: $174,112,5072022Assets 2023: $178,045,482Liabilities 2023: $0Net Assets 2023: $178,045,4822023Assets 2024: $195,721,205Liabilities 2024: $8,552Net Assets 2024: $195,712,6532024

Highlighted filing

2013

Assets$212,423,732
Liabilities$0
Net Assets$212,423,732
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20M-$40MExpenses 2010: $8,458,6562010Expenses 2011: $6,955,6572011Expenses 2012: $7,872,1872012Revenue 2013: $11,452,068Expenses 2013: $4,357,441Net Income 2013: $7,094,6272013Revenue 2014: $16,923,535Expenses 2014: $9,239,446Net Income 2014: $7,684,0892014Revenue 2015: $34,947,531Expenses 2015: $11,843,404Net Income 2015: $23,104,1272015Revenue 2016: $10,737,211Expenses 2016: $17,559,269Net Income 2016: -$6,822,0582016Revenue 2017: $8,570,836Expenses 2017: $16,949,587Net Income 2017: -$8,378,7512017Revenue 2018: $34,747,162Expenses 2018: $21,753,973Net Income 2018: $12,993,1892018Revenue 2019: $13,695,802Expenses 2019: $15,628,895Net Income 2019: -$1,933,0932019Revenue 2020: $11,198,951Expenses 2020: $40,293,711Net Income 2020: -$29,094,7602020Revenue 2021: $11,542,533Expenses 2021: $15,043,420Net Income 2021: -$3,500,8872021Revenue 2022: $26,560,815Expenses 2022: $19,123,892Net Income 2022: $7,436,9232022Revenue 2023: $1,911,891Expenses 2023: $2,760,595Net Income 2023: -$848,7042023Revenue 2024: $1,921,828Expenses 2024: $3,074,612Net Income 2024: -$1,152,7842024

Highlighted filing

2013

Revenue$11,452,068
Expenses$4,357,441
Net Income$7,094,627
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Aug 11, 2014
Return Version
2012v2.1
Gross Receipts
$50,229,418
Mission and Program Overview

Mission

To support sheltering arms hospital and sheltering arms hospital south and provide healthcare services to the communities served by the hospitals.

Filing and Contact Details

Filer

EIN
54-1615599
Raw XML AppendixShowing 400 of 530 raw XML fields

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IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0JAMES A BRAITH
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1MICHAEL E DACUS
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs011874
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs17054
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/Title0VP OF BUS. DEVELOPMENT/SEC
IRS990ScheduleJ/Form990ScheduleJPartII/Title1TREASURER
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0302107
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1162085
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION HAS ONE MEMBER, THE RELATED ORGANIZATION SHELTERING ARMS CORPORATION, EIN 54-1615598.
IRS990ScheduleO/GeneralExplanation/Explanation1SHELTERING ARMS CORPORATION AS SOLE MEMBER HAS THE POWER TO APPOINT THE BOARD OF SHELTERING ARMS FOUNDATION PER THE ORGANIZATION BYLAWS.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990 AND APPLICABLE ATTACHMENTS WERE PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF THE RELATED ORGANIZATION SHELTERING ARMS HOSPITAL AND TO ALL BOARD MEMBERS OF THE SHELTERING ARMS FOUNDATION, EITHER IN ELECTRONIC FORMAT OR BY MAIL. AN OPEN COMMENT AND QUESTION PERIOD WAS WELCOMED TO DIRECT ANY QUESTIONS OR COMMENTS BEFORE FILING THE FORM 990 AND ITS RELATED ATTACHMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation3BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY. ANY CONFLICTS ARE DISCLOSED AT THAT TIME, AND THE SIGNED POLICY IS KEPT ON FILE BY THE ORGANIZATION. THE DIRECTOR WITH THE CONFLICT MUST ABSTAIN FROM VOTING ON ANY MATTER THAT RELATES TO THE IDENTIFIED CONFLICT. THE ORGANIZATIONS CONFLICT OF INTEREST, WHISTBLOWER, AND RELATED POLICIES CAN BE FOUND ON THE ORGANIZATION'S WEBSITE, WWW.SHELTERINGARMS.COM.
IRS990ScheduleO/GeneralExplanation/Explanation4THE EXECUTIVES LISTED ARE EMPLOYEES OF THE RELATED ORGANIZATION SHELTERING ARMS HOSPITAL, AND THEIR COMPENSATION IS REVIEWED AND APPROVED AT A FORMAL MEETING OF THE INDEPENDENT COMPENSATION COMMITTEE OF SHELTERING ARMS HOSPITAL. 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.
IRS990ScheduleO/GeneralExplanation/Explanation5UPON REQUEST, SHELTERING ARMS FOUNDATION WILL MAKE AVAILABLE FOR PUBLIC INSPECTION GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, WHISTLEBLOWER POLICIES, RELATED POLICIES, AND FINANCIAL STATEMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation6CHANGE IN PRESENT VALUE OF TRUST FUNDS - TEMPORARILY -52,507. CHANGE IN PRESENT VALUE OF TRUST FUNDS - PERMANENTLY 987,409.
IRS990ScheduleO/GeneralExplanation/Explanation7THERE WERE NO CHANGES TO THE AUDIT COMMITTEE'S PROCESSES AND PROCEDURES USED TO OVERSEE THE ORGANIZATION'S ANNUAL AUDIT DURING THE FISCAL YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1AUDIT COMMITTEE'S SUPERVISION OVER ANNUAL AUDIT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference7PART XII, LINCE 2C:
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine108254 ATLEE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine118254 ATLEE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine128254 ATLEE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine138254 ATLEE ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MECHANICSVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1MECHANICSVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2MECHANICSVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City3MECHANICSVILLE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State3VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode023116
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode123116
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode223116
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode323116
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg20
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg30
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10SHELTERING ARMS CORPORATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine11SHELTERING ARMS CORPORATION
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine12SHELTERING ARMS CORPORATION
IRS990ScheduleR/Form990ScheduleRPartII/EIN0540505955
IRS990ScheduleR/Form990ScheduleRPartII/EIN1352258075
IRS990ScheduleR/Form990ScheduleRPartII/EIN2541615601
IRS990ScheduleR/Form990ScheduleRPartII/EIN3541615598
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(C)(3)

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$212,423,732
Liabilities
$0
Net assets
$212,423,732
Revenue
$11,452,068
Expenses
$4,357,441
Net income
$7,094,627
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$196$0.01$196$1.92$3.07$1.15
2023Detailed filing. Detailed filing data is available for this year.$178$0.00$178$1.91$2.76$0.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$174$0.00$174$26.6$19.1$7.44
2021Detailed filing. Detailed filing data is available for this year.$205$0.00$205$11.5$15.0$3.50
2020Detailed filing. Detailed filing data is available for this year.$176$2.74$173$11.2$40.3$29.1
2019Detailed filing. Detailed filing data is available for this year.$202$3.04$199$13.7$15.6$1.93
2018Detailed filing. Detailed filing data is available for this year.$197$0.01$197$34.7$21.8$13.0
2017Detailed filing. Detailed filing data is available for this year.$220$0.01$220$8.57$16.9$8.38
2016Detailed filing. Detailed filing data is available for this year.$212$0.01$212$10.7$17.6$6.82
2015Detailed filing. Detailed filing data is available for this year.$215$0.01$215$34.9$11.8$23.1
2014Detailed filing. Detailed filing data is available for this year.$223$0.00$223$16.9$9.24$7.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$212$0.00$212$11.5$4.36$7.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$193$0.00$193$7.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$178$0.00$178$6.96
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$179$0.00$179$8.46