Sheltering Arms Foundation
140 Eastshore Drive, Suite 200
Glen Allen VA 23059
Mission Statement
Through Giving Power, the mission of Sheltering Arms Foundation is to fuel the vision of Sheltering Arms Hospital by reigniting a culture of philanthropy and maintaining sound investment stewardship.
 
The Foundation provides support to Sheltering Arm Rehabilitation System in shaping the future of physical rehabilitative care while further improving population health and restoring quality of life through support of strategic partners – providing our patients the Power to Overcome.
Leadership
CEO/Executive Director Mr. John "Mac" L. McElroy III
Board Chair Mr. Theodore W. Price
Board Chair Company Affiliation Davenport & Co., L.L.C.
Contact Information
Address 140 Eastshore Drive, Suite 200
Glen Allen, VA 23059
Telephone 804 342-4141
Fax 804 342-3416
E-mail Foundation@ShelteringArms.com
History and Background
Year of Incorporation 1992
Former Names
NameYear
Sheltering Arms Hospital1980
Financial Summary
 
 
Projected Revenue $1,500,000.00
Projected Expenses $1,260,000.00
Additional Documents
Announcement of Sheltering Arms / VCU Joint Venture2016View
Giving Power Newsletter2015View
Legal Letter of Opinion re: Status as Type II Supporting Organization2014View
Statements
Mission
Through Giving Power, the mission of Sheltering Arms Foundation is to fuel the vision of Sheltering Arms Hospital by reigniting a culture of philanthropy and maintaining sound investment stewardship.
 
The Foundation provides support to Sheltering Arm Rehabilitation System in shaping the future of physical rehabilitative care while further improving population health and restoring quality of life through support of strategic partners – providing our patients the Power to Overcome.
Impact

Through its donors, Sheltering Arms Foundation provides philanthropic support to Sheltering Arms Physical Rehabilitation Centers.  Philanthropic dollars given and income from endowments provide essential support to the system’s care of current and future patients.  The impact of Sheltering Arms Foundation is demonstrated through the impact of Sheltering Arms Physical Rehabilitation Centers and programs.

Impact
  1. Became the first in the US to utilize the ArmeoPower with Manovo Power system:  the first robotic exoskeleton for integrated arm and hand rehabilitation (May 2015).
  2. Provided more the $1.3 million in financial assistance to almost 500 inpatients, outpatients, and Club Rec members. (2014)
  3. Provided more than $1.2 million for Partner for Life programs (2014):
    a.  Club Rec day recreation program for individuals with disability or physical limitations
    b.  Adaptive sports and adaptive travel
    c.  Community education such as stroke education and chronic disease self-management
  4. Enhanced patient care (2014):
    a.  1,516 admissions to our physical rehabilitation hospitals
    b.  79,705 outpatient therapy sessions
  5. Launch of a new Multiple Sclerosis program
  6. Expanded amputee and concussion care programs
  7. Launch of an accredited Neurological Physical Therapy Residency program with VCU School of Allied Health Professions
  8. Multiple clinical staff research presentations including:
    a.  International Brain Injury Association World Congress, San Francisco (2014)
    b.  International Neurorehabilitation Symposium, Valencia, Spain (2015)

  


Needs

Financial Needs

  • $2,400:  Commercial refrigerator for Club Rec day recreation program
  • $7,200:  6 new sofas for Club Rec day recreation program
  • $12,500:  65 new vinyl chairs for Club Rec day recreation program
  • New portable audio system (microphone and speakers) for Club Rec programs and events, and Partner for Life community education events

People

  • Volunteer computer instructor to offer classes for Club Rec members (members with disability or physical limitations)

 

Things

  • Gift cards for Club Rec special event such as bingo, silent auctions and holiday events
  • Gift items for holiday baskets for Club Rec members (Easter, Halloween, Thanksgiving, Christmas, etc.):
    Magazines, puzzle books, chapstick, sugar-free and regular candy, baskets)
Background

Where We Started

Founded in 1889 by Rebekah Peterkin and members of her sewing circle, Sheltering Arms Hospital served as an acute care hospital for the poor of Richmond and greater Central Virginia until 1981.  During that time no bills were ever sent, patients gave what they could, physicians donated their time, and the community supported the hospital and its patients through volunteerism and philanthropy.  In 1981, after extensive study of community needs, Sheltering Arms reopened its doors as the first private, freestanding physical rehabilitation hospital in Virginia.  For the past 35 years we have served the needs of those experiencing physical disabilities while maintaining our 126-year old commitment to compassion, respect, and financial assistance to those in need.

Where We Are

Sheltering Arms Rehabilitation Centers is a leading provider of physical rehabilitation offering the most comprehensive support system in the great Richmond area.  We specialize in treating severe and complex neurological and orthopedic conditions, and we provide therapy services to some of the largest acute care hospitals in the area on a contractual basis.  We operate 2 inpatient hospitals, 10 outpatient clinics, many specialized services including neuro rehabilitation, orthopedic physical therapy, and our Partner for Life programs.  Our vision is to shape the future of rehabilitative care to improve quality of life in the communities we serve.

Where We Are Going

Our goal is to become a top 5 rehabilitation hospital in the country.  Sheltering Arms Foundation will continue to support the mission of the hospital system and its goals by financially supporting clinical-based research, the most advanced technology and equipment for patient rehab, advanced training and certification for our staff, community benefit programs such as Partner for Life and Club Rec, and financial assistance for patients in need.

 

 

CEO Statement
Extreme injury or illness changes everything.                                                                                                          
It can happen in an instant or over time—
an accident, a stroke, the deceptively slow ravaging of disease.
When the moment comes,
the whole world is suddenly and entirely different.
But ask anyone who’s been there and they’ll tell you:
when your life shifts violently in an unexpected direction,
all you can do is face the road honestly
and then give everything you have to turning around.
This is the power to overcome.
This is human will at its most transformational.
For 125 years, Sheltering Arms has been helping people channel
their unique power to overcome into healing, recovery, and reinvention.
Through Sheltering Arms Foundation,
we rise above the increasingly complex business of healthcare
and serve these people immediately
by guiding the extraordinary generosity of people like you.
Against the randomness of injuries that land out of nowhere,
the power of your giving is a deliberate and defining force of good.
When you give to Sheltering Arms Foundation,
you become part of stories that often begin in tragedy
but then move triumphantly toward healing and overcoming.
We are honored to help vitalize this exceptional power of giving,
as there is nothing more satisfying than to be there for people
who are determined to overcome catastrophic assaults to body and mind.
We thank you for your bold and benevolent vision—
for understanding what it means to give with others rather than simply to them.
Because you’re there, we’re here.
Sheltering Arms Foundation
Giving Power
Areas of Service
Areas Served
Area
Statewide
Board Chair
Board Chair Mr. Theodore W. Price
Company Affiliation Davenport & Co., L.L.C.
Term Feb 2013 to Dec 2016
Email foundation@shelteringarms.com
Board of Directors
Board Members
NameAffiliation
Mr. Peter H. Bowles Blue Edge Capital, LLC
Ms. Callie L. Brackett Junior Board President
Mr. Charles M. Caravati IIILowe, Brockenbrough & Company
Mr. W. Bates Chappell Kanawha Capital Management
Mr. William T. Clarke , Jr.Stone & Youngberg
Ms. Patricia B. Cushnie BSN, MEdRetired
Ms. Barbara H. Dunn PhD, RNRetired
Mr. Lawrence E. Gibson Thompson, Siegel & Walmsley LLC
Mr. Ashby R. Hackney Hackney Real Estate Partners
Ms. Dianne V. Jewell ,P.T., D.P.T., Ph.D.The Rehab Intel Network
Mr. John L. McElroy IIISheltering Arms Foundation
Ms. Joyce F. Nash Retired
Ms. Lisa Taylor Powell Community Volunteer
Mr. Theodore W. Price Davenport & Co., L.L.C.
Mr. J. Waverly Pulley IIIHunton & Williams LLP
Ms. Sue H. Schutt Retired
Mr. S. Buford Scott Scott & Stringfellow
Ms. Mary Zweifel Sheltering Arms Physical Rehabilitation
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 18
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 10
Female 8
Governance
Board Term Lengths 3
Board Term Limits 4
Written Board Selection Criteria? Under Development
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 83
Number of Full Board Meetings Annually 4
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Investment
Distributions/ Grant Making
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director Mr. John "Mac" L. McElroy III
Experience
Mac McElroy was a 3rd generation volunteer with Sheltering Arms, following in the footsteps of his mother, uncle, and grandmother, prior to joining the Foundation staff.  After 30 years in the insurance industry and serving 13 years as a Sheltering Arms Hospital board member, Mr. McElroy assumed the position of president of Sheltering Arms Foundation.
 
Mr. McElroy has extensive experience as a volunteer trustee of many Richmond area not-for-profits including St. John's Church Foundation, Elk Hill, and Westminster Canterbury Foundation.
 
Mr. McElroy and all the Sheltering Arms Foundation staff are members of the Association of Healthcare Philanthropy.
 
Director of Philanthropy, Kelly del Campo Merricks, has more than 17 years experience in not-for-profit management and philanthropic services and holds a Certificate of Fund Raising Professionals.  Prior to joining Sheltering Arms Foundation she served 11 years at Westminster Canterbury Foundation.
Senior Staff
NameTitle
Ms. Lisa B. Cheney Director of Donor Management & Administrative Services
Ms. Kelly del Campo Merricks Director of Philanthropy
Ms. Ashley J. Wallace Donor Records Manager
Staff
Full Time Staff 3
Part Time Staff 1
Volunteers 16
Contractors 0
Retention Rate 100
Plans
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan? No
Organization Policy and Procedures Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Collaborations
Through the Sheltering Arms Fund Awards Committee, Sheltering Arms Foundation and Physical Rehabilitation Centers form strategic community partnerships with area not-for-profits to complement and extend its mission by funding health-related initiatives that serve uninsured and underinsured adults experiencing physical or cognitive disabilities or who are at risk for developing functional limitations.
 
 
2014-15 partners include:  Circle Center Adult Day Services, Community Brain Injury Services, CrossOver Healthcare, FREE Foundation, Goochland Free Clinic and Family Services, IVNA, Jewish Family Services, Paralyzed Veterans of America, Positive Vibe Café/Foundation, Project HOMES, Ramp Access, Sailing 4 All, South Richmond Adult Day Care, and Sportable Richmond Adaptive Services.
Fiscal Year
Projected Revenue $1,500,000.00
Projected Expenses $1,260,000.00
Spending Policy Percentage
Percentage (if selected) 4
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$1,812,791$1,300,647$687,140
------
------
Investment Income, Net of Losses$1,000,138$1,792,973$10,764,928
Membership Dues------
Special Events------
Revenue In-Kind$5,754$15,008--
Other$32,128,848$13,814,907--
Expense Allocation
Fiscal Year201520142013
Program Expense$11,379,777$9,104,774$4,357,441
Administration Expense$96,778$65,751--
Fundraising Expense$366,849$68,921--
Payments to Affiliates------
Total Revenue/Total Expenses2.951.832.63
Program Expense/Total Expenses96%99%100%
Fundraising Expense/Contributed Revenue20%5%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$215,022,706$222,747,414$212,423,732
Current Assets$400,088$8,147,767$9,037,430
Long-Term Liabilities$0----
Current Liabilities$6,452$2,464--
Total Net Assets$215,016,254$222,744,950$212,423,732
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities62.013306.72--
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? Anticipated In 3 Years
Capital Campaign Anticipated in Next 5 Years? Yes
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit ExemptionView
Comments
Organization Comments
The philanthropic program of Sheltering Arms Foundation is a start-up program less than a year-and-a-half old.  Previously the Foundation Board of Directors served in an investment committee capacity and had no development staff.
 
With an anticipated capital campaign beginning in the next 1-3 years, the Foundation is investing heavily in ramping up a philanthropic program.
 
The attached audited financial statements are consolidated statements for The Sheltering Arms Corporation and Subsidiaries which include the Sheltering Arms Physical Rehabilitation Centers and Sheltering Arms Foundation. 
 
The attached Form 990s are for Sheltering Arms Foundation which supports the work of Sheltering Arms Physical Rehabilitation Centers.
Foundation Comments
  • Form 990 and audit prepared by Cherry Bekaert, LLP
  • Financial data provided by Form 990
  • Audits are representative of The Sheltering Arms Corporation and Subsidiaries, including the Foundation.