2019-08-15T14:23:44-05:00 2018-09-30 560574444 CHERRY BEKAERT LLP 828 MAIN ST STE 1801 LYNCHBURG VA 24504 990 2017-10-01 540505955 SHELTERING ARMS HOSPITAL SHEL 8047641000 8254 ATLEE ROAD MECHANICSVILLE VA 23116 MARY A ZWEIFEL PRESIDENT & CEO 8047641000 2019-08-13 1 AMANDA ADAMS P00748038 4348476643 38.142.98.34 2019-08-13 10:29:56 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 18694F53AD11E15FFCEA276DE93F63B2E746D691 2017 2019-02-21 02:37:17Z MARY A ZWEIFEL 8254 ATLEE ROAD MECHANICSVILLE VA 23116 51044871 0 X WWW.SHELTERINGARMS.COM X 1941 VA TO PROVIDE PHYSICAL REHABILITATION AND TO ENHANCE THE QUALITY OF LIFE TO THOSE WITH DISABILITIES, AND TO OFFER FINANCIAL ASSISTANCE TO THOSE IN NEED. 15 15 815 25 0 0 11393300 17043328 31767674 33116244 796581 885299 154882 0 44112437 51044871 215569 10989942 0 0 31541335 29845721 0 0 0 8431808 11357695 40188712 52193358 3923725 -1148487 33838793 55623726 11802431 14738632 22036362 40885094 X THE MISSION OF SHELTERING ARMS HOSPITAL IS TO PROVIDE COMPREHENSIVE PHYSICAL REHABILITATION OF THE HIGHEST CALIBER WITH COMPASSION AND RESPECT, TO ENHANCE THE QUALITY OF LIFE TO THOSE PERSONS EXPERIENCING DISABILITIES, AND TO OFFER FINANCIAL ASSISTANCE TO THOSE IN NEED. 0 0 47578711 10781999 32691539 INPATIENT PHYSICAL REHABILITATION SERVICESSHELTERING ARMS HOSPITAL OPERATES A 40 BED ACUTE PHYSICAL REHABILITATION INPATIENT HOSPITAL IN MECHANICSVILLE, VIRGINIA. THE PRIMARY SERVICE AREA IS CENTRAL VIRGINIA ALTHOUGH PATIENTS ARE ADMITTED FROM VIRGINIA AND SURROUNDING STATES. DURING FISCAL YEAR 2018, 871 PATIENTS WERE ADMITTED RESULTING IN 13,472 PATIENT DAYS.OUTPATIENT PHYSICAL REHABILITATION SERVICESSHELTERING ARMS HOSPITAL PROVIDES OUTPATIENT PHYSICAL REHABILITATION SERVICES AT THE HOSPITAL CAMPUS AND NINE ADDITIONAL LOCATIONS IN THE RICHMOND AREA. THE OUTPATIENT CONTINUUM OF SERVICES INCLUDED ORTHOPEDIC REHABILITATION SERVICES, NEUROLOGICAL REHABILITATION SERVICES, PHYSICIANS AND PSYCHOLOGY REHABILITATION SERVICES AND OUTPATIENT REHABILITATION THERAPIES. DURING FISCAL YEAR 2018, SHELTERING ARMS HOSPITAL PROVIDED OUTPATIENT THERAPY RESULTING IN 89,587 THERAPY VISITS. FOR FISCAL YEAR 2018 PHYSICIAN AND PSYCHOLOGY SERVICES RESULTED IN 38,905 PATIENT VISITS. 212569 207943 CHARITY CARE AND COMMUNITY SUPPORT:SHELTERING ARMS HOSPITAL ACCEPTS PATIENTS REGARDLESS OF THEIR ABILITY TO PAY AND PROVIDES FINANCIAL ASSISTANCE FOR MEDICAL BILLS TO QUALIFIED PATIENTS LACKING ADEQUATE FINANCIAL RESOURCES. FINANCIAL ASSISTANCE IS ALSO OFFERED FOR THE PARTNERS FOR L.I.F.E. PROGRAM. DURING FISCAL YEAR 2018, CHARITY CARE AND/OR FINANCIAL ASSISTANCE RESULTED IN TOTAL DISCOUNTED CHARGES FOREGONE BY SHELTERING ARMS HOSPITAL OF $1,004,764. IN FISCAL YEAR 2018, SHELTERING ARMS HOSPITAL ALSO TRANSPORTED PATIENTS PARTICIPATING IN PATIENT THERAPY AT AN UNREIMBURSED COST OF $4,626. SHELTERING ARMS HOSPITAL ALSO PROVIDED FREE MOBILITY AND THERAPY EQUIPMENT AND PHARMACY ASSISTANCE TO THOSE PATIENTS WHO QUALIFIED, FOR USE DURING THEIR RECOVERY AT HOME. THE COST OF PROVIDING THIS ASSISTANCE WAS $8,768. IN ADDITION, SHELTERING ARMS HOSPITAL CONTRIBUTED $199,175 TO SUPPORT OTHER COMMUNITY ORGANIZATIONS AND EVENTS. 1605250 424705 PARTNER FOR L.I.F.E.: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 THAT CAN POSITIVELY IMPACT QUALITY OF LIFE AND PHYSICAL ACTIVITY LEVEL. SHELTERING ARMS IS DEDICATED TO HELPING PEOPLE FIND WITHIN THEMSELVES THE POWER TO OVERCOME SERIOUS SETBACKS FOLLOWING ILLNESS, INJURY, OR ACCIDENT THROUGH INTERNATIONALLY RECOGNIZED PHYSICAL REHABILITATION PROGRAMS. THE SHELTERING ARMS COMMITMENT DOES NOT END WHEN THERAPY OR PHYSICIAN SERVICES ARE COMPLETE. SHELTERING ARMS PROVIDES A COMPREHENSIVE PORTFOLIO OF UNIQUE, COMMUNITY-BASED RECREATION AND HEALTH AND WELLNESS SERVICES TO MEET THE NEEDS OF THE COMMUNITY. THESE SERVICES MAKE UP THE PARTNER FOR L.I.F.E. PROGRAM (LEISURE, INTERACTION, FITNESS, AND ENJOYMENT), EMPOWERING INDIVIDUALS TO EMBRACE A LIFETIME OF RECREATION AND WELLNESS. 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 THE MAJORITY OF THE SERVICES DO NOT REQUIRE A PHYSICIAN REFERRAL. SERVICES OFFERED INCLUDE GROUP RECREATION AND SOCIAL EVENTS, ADAPTIVE GOLF PROGRAM, ADAPTIVE BOWLING LEAGUE, ACCESSIBLE TRAVEL PROGRAM, THERAPEUTIC POOL AND FITNESS CENTER MEMBERSHIPS, PERSONAL TRAINING SERVICES, GROUP EXERCISE CLASSES, EDUCATIONAL SEMINARS, CHRONIC DISEASE AND DIABETES SELF- MANAGEMENT CLASSES, A MATTER OF BALANCE CLASSES, POWEREX, NEUROFIT, AND OUR CLUB REC PROGRAM. CLUB REC IS A NON-MEDICALLY BASED SOCIAL, RECREATION PROGRAM PROVIDING OPPORTUNITIES FOR FITNESS, WELLNESS, RECREATION, SOCIALIZATION, AND COMMUNITY REINTEGRATION FOR MEMBERS UP TO FIVE DAYS PER WEEK. SHELTERING ARMS CERTIFIED THERAPEUTIC RECREATION SPECIALISTS CREATE A MONTHLY CALENDAR PROGRAM PLANNING ACTIVITIES AND SERVICES THAT ADDRESS THE SEVEN DIMENSIONS OF HEALTH AND WELLNESS. PROGRAMS PLANNED INCLUDE SOCIAL, RECREATIONAL, PHYSICAL, EMOTIONAL AND COGNITIVE ACTIVITIES, AS WELL AS OPPORTUNITIES FOR COMMUNITY REINTEGRATION AND CIVIC ENGAGEMENT. CLUB REC FOCUSES ON ENHANCING QUALITY OF LIFE FOR THOSE RECOVERING FROM INJURY OR ILLNESS. MEMBERS ENROLLED IN CLUB REC HAVE OPPORTUNITIES TO UTILIZE THE ON -SITE FITNESS CENTER, PARTICIPATE IN SPIRITUALITY GROUP , THE COMPUTER LAB, WEEKLY TRIPS TO OUR THERAPEUTIC POOL, AS WELL AS COMMUNITY OUTINGS. IN FY 2018 CLUB REC HAD 7,179 VISITS TO THE PROGRAM. THIS YEAR CLUB REC PARTNERED WITH THE BON SECOURS CLASS A ROLL PROGRAM WHICH ALLOWED OPPORTUNITIES FOR A REGISTERED DIETICIAN TO ADDRESS NUTRITION SERVICES WITHIN THE PROGRAM. THIS WAS A SUCCESSFUL PARTNERSHIP ALLOWING THE OPPORTUNITY TO EDUCATE OUR PARTICIPANTS ON NUTRITION, TOPICS, PRACTICAL RECIPES, AND HEALTHY EATING ON A BUDGET. ADAPTIVE YOGA WAS ADDED AS A PROGRAM OFFERING THIS YEAR. PARTNER FOR L.I.F.E. SPECIAL EVENT PROGRAMS INCLUDE: ADAPTIVE GOLF, ADAPTIVE BOWLING LEAGUE, ACCESSIBLE TRAVEL PROGRAMS, FISHING OUTINGS, AND SOCIAL RECREATION PROGRAMS. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO PARTICIPATE IN ORGANIZED RECREATION ACTIVITIES. RECREATIONAL THERAPISTS, VOLUNTEERS, AND ADAPTIVE RECREATION EQUIPMENT ARE PROVIDED AT EACH PROGRAM TO ENSURE SUCCESSFUL PARTICIPATION REGARDLESS OF PHYSICAL LIMITATION. IN FISCAL YEAR 2018 THERE WERE 20 EVENTS TOTALING 306 PARTICIPANTS. AN ACCESSIBLE CRUISE TO BERMUDA WAS HELD THIS YEAR FOR INDIVIDUALS WITH DISABILITIES, AS WELL AS THEIR CAREGIVERS AND FAMILY MEMBERS. ALL ACCESSIBLE TRAVEL PLANS, AIRLINE ACCOMMODATIONS, EQUIPMENT NEEDS, EXCURSION ADAPTATIONS ARE PLANNED AND ORGANIZED BY THE RECREATIONAL THERAPISTS. SHELTERING ARMS ALSO PARTNERED WITH SPORTABLE OFFERING HAND CYCLING CLINIC TO INTRODUCE OUR PATIENTS AND CLUB REC MEMBERS TO HAND CYCLING. SHELTERING ARMS ALSO PARTNERED WITH SPORTABLE BY HOSTING THEIR SWIMMING PROGRAM AT OUR BON AIR FACILITY WHICH ALLOWS ACCESS FOR ATHLETES ENROLLED IN THE PROGRAM TO AN ACCESSIBLE AND WARM WATER THERAPEUTIC POOL FOR THIS PROGRAM. CHRONIC DISEASE SELF-MANAGEMENT, DIABETES SELF MANAGEMENT, AND MATTER OF BALANCE CLASSES WERE OFFERED FREE TO THE COMMUNITY THROUGH PARTNERSHIP WITH LOCAL SENIOR AND HEALTH CARE AGENCIES. THE GOAL OF THE PROGRAM IS FOR PARTICIPANTS TO LEARN STRATEGIES TO IMPLEMENT HEALTHY LIFESTYLE CHANGES TO SUCCESSFULLY MANAGE THEIR CHRONIC CONDITION. THESE PROGRAMS ARE OPEN TO SHELTERING ARMS PATIENTS AS WELL AS THE COMMUNITY. IN ADDITION TO RECREATION EVENTS, PARTNER FOR LIFE SERVICES BELIEVE IN THE NECESSITY OF MAINTAINING PHYSICAL ACTIVITY TO CONTINUE AN ACTIVE LIFESTYLE, MAINTAIN PROGRESS ACHIEVED IN SKILLED THERAPY, AS WELL AS PREVENT FUTURE INJURY OR ILLNESS. WE HAVE A WARM WATER THERAPEUTIC POOL AND FITNESS CENTER OFFERING POOL AND FITNESS MEMBERSHIPS, AQUATIC AND LAND GROUP EXERCISE CLASSES, AND PERSONAL TRAINING SERVICES TO THE COMMUNITY. OUR WARM WATER THERAPEUTIC POOL PROVIDES A RAMP FOR WHEELCHAIR ENTRY INTO THE WATER, SUBMERGED PARALLEL BARS, AND LAP LANE SWIMMING FOR THOSE WHO FIND LESS PAIN AND INCREASED RANGE OF MOTION IN A WARM WATER ENVIRONMENT. POOL AND FITNESS MEMBERSHIPS PROVIDE A TRANSITION PLAN FOR PATIENTS BEING DISCHARGED FROM INPATIENT HOSPITAL AND OUTPATIENT THERAPY CLINICS THE OPPORTUNITY TO CONTINUE TO ENGAGE IN PHYSICAL ACTIVITY. FITNESS SPECIALISTS PROVIDE FITNESS MEMBERS WITH PERSONALIZED ATTENTION, AS WELL AS PERSONAL TRAINING SERVICES FOR THOSE WHO ARE INTERESTED IN INDIVIDUALIZED GOAL SETTING AND EXERCISE PROGRAMS DESIGNED TO MEET THEIR NEEDS. SHELTERING ARMS FITNESS CENTERS HAVE SEEN SIGNIFICANT GROWTH IN SILVER SNEAKER MEMBERS. THIS COMMUNITY PROGRAM PROVIDES FINANCIAL FITNESS MEMBERSHIP SUPPORT FOR THOSE WITH A SILVER SNEAKER WELLNESS OPTION THROUGH THEIR PRIVATE INSURANCE COMPANY. DURING FISCAL YEAR 2018 THERE WERE 29,578 COMMUNITY MEMBERSHIP VISITS TO THE POOLS AND FITNESS CENTERS. SHELTERING ARMS LED 1,140 GROUP EXERCISE CLASSES AND WELLNESS EDUCATION CLASSES TOTALING 5,152 CLASS PARTICIPANTSFITNESS SPECIALISTS AT OUR BON AIR, REYNOLDS, AND HANOVER LOCATION PROVIDE PERSONAL TRAINING SERVICES TO THOSE TRANSITIONING FROM OUTPATIENT THERAPY SERVICES, WHILE ALSO PROVIDING PERSONAL TRAINING SERVICE TO THE COMMUNITY FOR PREVENTION AND WELLNESS. FITNESS SPECIALISTS CONDUCTED 4,342 PERSONAL TRAINING VISITS. ON OUR HANOVER AND SOUTH HOSPITAL CAMPUS THE FITNESS SPECIALISTS UTILIZE ADVANCED TECHNOLOGIES TO PROVIDE UNIQUE PERSONAL TRAINING SERVICES FOR THE NEUROLOGICALLY IMPAIRED IN OUR NEUROFIT PROGRAM. NEUROFIT FITNESS SPECIALISTS PROVIDED 1,865 TRAINING SESSIONS. THE GOAL IS TO ENSURE LIFELONG PHYSICAL ACTIVITY AFTER A CATASTROPHIC INJURY OR ILLNESS. SPECIALTY PARKINSON DISEASE GROUP EXERCISE CLASSES ARE OFFERED AT OUR BON AIR AND MIDTOWN LOCATIONS. OUR PARKINSON'S WELLNESS RECOVERY BI-WEEKLY GROUP EXERCISE CLASS AT BON AIR HAS SEEN SIGNIFICANT GROWTH IN CLASS PARTICIPANTS. POWER PUNCH, A PARKINSON'S BOXING CLASS, HAS BEEN SUCCESSFUL AT OUR MIDTOWN LOCATION. IN 2018, THE PARTNER FOR LIFE DEPARTMENT CONTINUED TO PROVIDE COMMUNITY OUTREACH PRESENTATION TO LOCAL AMPUTEE, MULTIPLE SCLEROSIS, AND PARKINSON'S, AND STROKE SUPPORT GROUPS SHARING INFORMATION ON STRATEGIES TO STAY ENGAGED IN PHYSICAL, SOCIAL AND RECREATION ACTIVITIES WHILE MANAGING CHRONIC HEALTH CONDITIONS. HEALTH AND WELLNESS EDUCATION SESSIONS RELATING TO SENIOR SAFETY, NUTRITION, AND HEALTHY EATING ON A BUDGET WERE HELD AT THE BON AIR FACILITY. ADAPTIVE YOGA CLASSES WERE PILOTED IN OUR INPATIENT REHABILITATION HOSPITAL SETTINGS, AS WELL AS GROUP RECREATION AND DIVERSION ACTIVITIES PROVIDED BY RECREATION THERAPISTS WEEKLY AT BOTH INPATIENT HOSPITALS. IT'S NEVER 2 LATE (IN2L) ADAPTIVE TECHNOLOGY IMPLEMENTED IN BOTH INPATIENT HOSPITALS AS WELL AS TWO OUT-PATIENT FACILITIES. THE IN2L IS ONE PIECE OF TECHNOLOGY THAT IS UTILIZED BY ALL DISCIPLINES AS A THERAPEUTIC TOOL BY ALL CLINICIANS, ASSISTS RECREATIONAL THERAPISTS WITH PROGRAM PLANNING, AND SUPPORTS PATIENT ENGAGEMENT AND PATIENT EXPERIENCE IN THE INPATIENT HOSPITAL SETTING DURING THE PATIENT'S DOWNTIME. AS WE CONTINUE TO FACE THE TRANSITION OF HEALTH CARE IN OUR COMMUNITY THE FOCUS OF HEALTH, WELLNESS, AND PREVENTION CONTINUE TO EMERGE AS A CRITICAL COMPONENT IN LIFE LONG CARE. SHELTERING ARMS PARTNER FOR LIFE SERVICES PROVIDE A UNIQUE NICHE FOR INDIVIDUALS WITH PHYSICAL DISABILITIES, AS WELL AS THE COMMUNITY, TO MAINTAIN AN ACTIVE AND HEALTHY LIFESTYLE. IN 2018 THE FITNESS, RECREATION, AND WELLNESS PROGRAMS RECORDED 48,369 VISITS IMPACTING QUALITY OF LIFE. 49396530 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 1 815 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X JAMES S LITSINGER CFO 8043424340 8254 ATLEE RD MECHANICSVILLE VA 23116 JOHN D BURNS 2ND VICE CHAIR 3.00 2.00 X 0 0 0 DIANNE V JEWELL CHAIR 3.00 2.00 X X 0 0 0 ASHBY R HACKNEY VICE CHAIR 3.00 2.00 X X 0 0 0 HOLLY ANTRIM DIRECTOR 3.00 2.00 X 0 0 0 KATHRYN M BARLEY DIRECTOR, THROUGH 12/17 3.00 2.00 X 0 0 0 PETER H BOWLES DIRECTOR 4.00 1.00 X 0 0 0 DAVID E CONSTINE III DIRECTOR 3.00 2.00 X 0 0 0 W LEE CHENEY III DIRECTOR 3.00 2.00 X 0 0 0 PATRICIA B CUSHNIE DIRECTOR 3.00 2.00 X 0 0 0 SANDRA M DOUGLAS DIRECTOR 3.00 2.00 X 0 0 0 TERESA REYNOLDS DIMARCO DIRECTOR 3.00 2.00 X 0 0 0 LAWRENCE E GIBSON DIRECTOR 3.00 2.00 X 0 0 0 THEODORE W PRICE DIRECTOR 4.00 1.00 X 0 0 0 SUSAN J RAWLES DIRECTOR 3.00 2.00 X 0 0 0 AMES J RUSSELL DIRECTOR 3.00 2.00 X 0 0 0 JAMES A SLABAUGH SR DIRECTOR 3.00 2.00 X 0 0 0 MARY A ZWEIFEL PRESIDENT & CEO 24.00 16.00 X 443307 0 24138 CHRISTOPHER P SORENSON VP OF INFORMATION TECHNOLOGY 30.00 10.00 X 200691 0 27821 JAMES S LITSINGER VP OF FINANCE & CFO/TREASURER 32.00 8.00 X 299711 0 25517 ELLEN VANCE CHIEF HUMAN RESOURCE OFFICER 30.00 10.00 X 228054 0 26730 SANDY EYLER CHIEF NURSING OFFICER 30.00 10.00 X 172842 0 19001 AMY J SHOWALTER CHIEF COO 30.00 10.00 X 158215 0 10992 HILLARY S HAWKINS MEDICAL DIRECTOR - SAH 40.00 0.00 X 440964 0 19711 TIMOTHY M SILVER MEDICAL DIRECTOR - SAHS 0.00 40.00 X 401158 0 29747 JOHN L MCELROY III PRESIDENT - SAF 0.00 40.00 X 327540 0 24730 GREGORY LEGHART PHYSICIAN 0.00 40.00 X 316779 0 31360 AARON M JONES PHYSICIAN 0.00 40.00 X 259320 0 28147 3248581 0 267894 32 0 1 0 MEMORIAL REGIONAL MEDICAL 8260 ATLEE ROAD MECHANICSVILLE VA 23116 HOSPITAL ANCILLARY & SUPPORT 2696784 CROTHALL 1500 LIBERTY RIDGE DRIVE STE 210 WAYNE PA 19087 HOUSEKEEPING 464856 OWENS & MINOR 1425 MAGELLAN ROAD HANOVER MD 21076 HEALTHCARE TECHNOLOGIES 412728 TROUTMAN SANDERS LLP 1001 HAXALL POINT RICHMOND VA 23219 LEGAL ADVICE 301143 RIGGS COUNSELMAN MICHAELS & DOWNES 4200 INNSLAKE DRIVE 203 GLEN ALLEN VA 23060 INSURANCE BROKER 252725 14 16736223 307105 17043328 PATIENT REVENUE 621400 32975182 32975182 RENTAL INCOME 531190 120763 120763 OTHER PROGRAM REVENUE 621400 20299 20299 33116244 885299 885299 51044871 33116244 0 885299 10981174 10981174 8768 8768 1637018 818509 818509 22667605 21534225 1133380 565265 537002 28263 2990654 2841121 149533 1985179 1885920 99259 271894 258299 13595 234834 223092 11742 4839510 4597534 241976 484313 460097 24216 569468 540995 28473 2790367 2650849 139518 2937076 2790222 146854 101903 96808 5095 132135 125528 6607 48656 46223 2433 2202549 2092422 110127 360589 342560 18029 MEDICAL SUPPLIES 1300004 1235004 65000 BAD DEBT EXPENSE 532848 506206 26642 REPAIRS/MAINTENANCE 527183 500824 26359 ALLOCATED TO AFFILIATES -5998939 -5698992 -299947 23305 22140 1165 52193358 49396530 2796828 0 1723259 1214516 7029332 1928834 4342122 5782125 65647 1197849 668278 57474299 32204178 18790679 25270121 200925 276987 488980 485646 0 19997219 33838793 55623726 5404756 9698502 6397675 5040130 11802431 14738632 X 22033324 20885337 3038 648617 19351140 22036362 40885094 33838793 55623726 X -1148487 19997219 X 0 1 X 1 0 X 416370 416370 11135716 6800897 4334819 3961944 3123501 838443 41960269 22279780 19680489 25270121 BENEFICIAL INTEREST IN TRUSTS (NOT CONTROLLED BY SAH) 19997219 19997219 X PART X, LINE 2: THE CORPORATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NON-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(3) OF THE INTERNAL REVENUE CODE ("IRC") AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. GAAP REQUIRES THE CORPORATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE CORPORATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE CORPORATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2018. THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR AN ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION IS SUBJECT TO AUDIT BY TAXING JURISDICTIONS: HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 X 1 X 1 X 1 1 0 1 1 1004764 1004764 0.01930 447679 447679 0.00860 1452443 1452443 0.02790 1605250 332878 1272372 0.02440 151135 151135 0.00290 207943 207943 0.00400 1964328 332878 1631450 0.03130 3416771 332878 3083893 0.05920 1 532848 26642 13990473 11052474 2937999 X 1 1 1 1 SHELTERING ARMS HOSPITAL 8254 ATLEE ROAD MECHANICSVILLE VA 23116 WWW.SHELTERINGARMS.COM H-1899 X PHYSICAL REHABILITATION HOSPITAL SHELTERING ARMS HOSPITAL 1 0 0 1 X X X X X X X X X 15 1 1 0 1 X WWW.SHELTERINGARMS.COM X 1 15 1 WWW.SHELTERINGARMS.COM 0 1 X 200.000000000000 250.000000000000 X X X X X X 1 1 X X X X 1 X WWW.SHELTERINGARMS.COM X WWW.SHELTERINGARMS.COM X WWW.SHELTERINGARMS.COM X X X X X X 1 X 0 X X X 0 X X 0 0 SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 5: THE CONTENT OF THE SURVEY WAS BASED ON BROAD COMMUNITY HEALTH DATA. ON A NATIONAL LEVEL, SHELTERING ARMS LOOKED AT HEALTHY PEOPLE 2020 FOR IMPROVING HEALTH OF ALL AMERICANS AND SPECIFIC OBJECTIVES RELATED TO DISABILITY AND HEALTH. AT THE STATE LEVEL SHELTERING ARMS LOOKED AT THE VIRGINIA HEALTH PROMOTION FOR PEOPLE WITH DISABILITIES AT VIRGINIA COMMONWEALTH UNIVERSITY WHOSE MISSION IS TO PROMOTE THE HEALTH OF PEOPLE WITH DISABILITIES, PREVENT SECONDARY CONDITIONS, AND ELIMINATE DISPARITY BETWEEN PEOPLE WITH AND WITHOUT DISABILITIES. AT THE LOCAL LEVEL SHELTERING ARMS LOOKED TO THE VIRGINIA DEPARTMENT OF HEALTH-OFFICE OF MINORITY HEALTH AND HEALTH EQUITY TO DETERMINE THE MANY FACTORS DETERMINING HEALTH INCLUDING COMMUNITY WALKABILITY, FOOD ACCESSIBILITY, AFFORDABILITY, INCOME INEQUALITY AND ACCESS TO CARE. THERE WERE TWO SURVEYS CONDUCTED: ONE FOR CLIENTS AND PATIENTS AND THEN ANOTHER FOR AGENCIES AND PERSONS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH AND ASSESS THE NEEDS OF THE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS. SHELTERING ARMS HOSPITAL CARES FOR PATIENTS IN THE CENTRAL AND EASTERN VIRGINIA REGION SHELTERING ARMS HOSPITAL 54-0505955 COVERING 16 COUNTIES. SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 6A: SHELTERING ARMS HOSPITAL SOUTH SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 11: SHELTERING ARMS HOSPITAL IS ADDRESSING THE CHNA 2016 ASSESSMENT USING CHIP. THE CHNA IDENTIFIED AND THEN PRIORITIZED THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY IDENTIFIED IN THE TWO SURVEYS CONDUCTED. THE SURVEY RESULTS WERE GROUPED IN TO FOUR MAJOR AREAS: ACCESS TO HEALTHCARE, ACCESS TO EDUCATION AND SUPPORT, ACCESS RESOURCES, AND ACCESS TO FITNESS AND WELLNESS. SHELTERING ARMS LEADERSHIP REVIEWED THE RESULTS AND PRIORITIZED THEM BASED ON THE NUMBER OF RESPONSES AND GROUPED THE RESPONSES IN TO FOUR TOP COMMUNITY HEALTH NEEDS. THE HEALTH NEED PRIORITIES ARE: HEALTHY LIFESTYLE WHICH INCLUDES NUTRITION, HEALTH, WELLNESS, FITNESS AND MOBILITY; CARE NAVIGATION; CAREGIVER SUPPORT; MEDICAL DEVICES-RAMPS SINCE THE SURVEY DETERMINED THAT THEY ARE DIFFICULT TO OBTAIN AND MAKE A DIFFERENCE IN PATIENTS GOING HOME VERSUS LONG TERM CARE FACILITIES. SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 15E: IN 2018, THE HOSPITAL DISCOVERED THAT ITS FINANCIAL ASSISTANCE POLICY WAS NOT IN FULL COMPLIANCE WITH IRC SECTION 501(R)(4). ALL OF THE BELOW DEFICIENCIES WERE CORRECTED AS OF 2/1/18:1. PRIOR TO 2/1/18, THE FAP DID NOT PROVIDE THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. IN THE PROCESS OF REVISING THE FAP TO INCLUDE THIS INFORMATION, THE HOSPITAL ADOPTED THE LOOK-BACK METHOD DESCRIBED IN TREASURY REGULATIONS SECTION 1.501(R)-5(B)(3) FOR DETERMINING AMOUNTS GENERALLY BILLED AND INCREASED THE MINIMUM DISCOUNT AVAILABLE TO 50% (UP FROM 25%).2. PRIOR TO 2/1/18, THE FAP DID NOT DESCRIBE THE SUPPORTING DOCUMENTATION THAT MAY BE REQUIRED TO BE SUBMITTED AS PART OF AN APPLICATION.3. PRIOR TO 2/1/18, THE FAP DID NOT PROVIDE THE CONTACT INFORMATION OF HOSPITAL FACILITY STAFF, NONPROFIT ORGANIZATIONS, OR GOVERNMENT AGENCIES THAT MAY ASSIST WITH THE APPLICATION PROCESS. SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 16J: IN 2018, THE HOSPITAL DISCOVERED THAT ITS FINANCIAL ASSISTANCE POLICY WAS NOT IN FULL COMPLIANCE WITH IRC SECTION 501(R)(4). ALL OF THE BELOW DEFICIENCIES WERE CORRECTED AS OF 2/1/18:1. PRIOR TO 2/1/18, THE FAP APPLICATION FORM AND THE PLAIN LANGUAGE SUMMARY OF THE FAP WERE NOT POSTED TO THE ORGANIZATION'S WEBSITE.2. PRIOR TO 2/1/18, THE PLAIN LANGUAGE SUMMARY OF THE FAP WAS NOT MADE AVAILABLE.3. PRIOR TO 2/1/18, THE FAP WAS NOT WIDELY PUBLICIZED THROUGH PROVISION OF THE PLAIN LANGUAGE SUMMARY AND VIA CONSPICUOUS PUBLIC DISPLAYS. INFORMATION ABOUT THE FAP WAS PROVIDED ON BILLING STATEMENTS.4. PRIOR TO 2/1/18, THE FAP, APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY WERE NOT TRANSLATED INTO OTHER LANGUAGES. SHELTERING ARMS HOSPITAL PART V, SECTION B, LINE 23: THE IDENTIFIED METHOD WAS ADOPTED EFFECTIVE 2/1/18. PRIOR TO 2/1/18, THOSE INDIVIDUALS RECEIVING A 25% DISCOUNT THROUGH FINANCIAL ASSISTANCE MAY HAVE PAID MORE THAN AMOUNTS GENERALLY BILLED (AGB). THE HOSPITAL REVIEWED ITS SYSTEMS TO DETERMINE WHETHER IT COULD IDENTIFY THOSE WHO RECEIVED THE 25% DISCOUNT IN THE PREVIOUS TWO CALENDAR YEARS. ANY SUCH INDIVIDUALS RECEIVED A REFUND EQUAL TO THE DIFFERENCE BETWEEN THE AMOUNT THEY PAID MINUS GROSS CHARGES TIMES THE AGB PERCENTAGE, IF THAT AMOUNT WAS MORE THAN $5. 10 1 - SHELTERING ARMS HANOVER REHABILITATION C 8226 MEADOWBRIDGE ROAD MECHANICSVILLE VA 23116 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 2 - SHELTERING ARMS SOUTH PHYSICIANS CLINIC 13700 ST FRANCES BLVD MIDLOTHIAN VA 23114 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 3 - SHELTERING ARMS BON AIR CENTER 206 TWINRIDGE LANE RICHMOND VA 23235 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 4 - SHELTERING ARMS REYNOLDS CENTER 6227 W BROAD STREET RICHMOND VA 23226 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 5 - SHELTERING ARMS HANOVER NEURO CTR 8254 ATLEE ROAD MECHANICSVILLE VA 23116 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 6 - SHELTERING ARMS CHESTER CENTER 12220 IRONBRIDGE ROAD CHESTER VA 23831 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 7 - SHELTERING ARMS MIDTOWN CLUB REC 2805 WEST BROAD STREET RICHMOND VA 23230 OUTPATIENT THERAPY, OUTPATIENT DAY PROGRAM AND FITNESS CENTER 8 - PT WORKS CENTER 2296 JOHN ROLFE PARKWAY RICHMOND VA 23233 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 9 - SHELTERING ARMS HULL STREET CENTER 13530 HULL STREET ROAD MIDLOTHIAN VA 23114 OUTPATIENT THERAPY AND PHYSICIANS CLINIC 10 - SHELTERING ARMS LABURNUM CENTER 4730 S LABURNUM AVENUE RICHMOND VA 23231 OUTPATIENT THERAPY AND PHYSICIANS CLINIC PART I, LINE 7: COLUMN F REFLECTS THE CHARITY AND FINANCIAL ASSISTANCE AT COST AND OTHER COMMUNITY BENEFITS AS A PERCENTAGE OF THE TOTAL FUNCTIONAL EXPENSES IN PART IX, COLUMN A, LINE 25 OF THE FORM 990. A COMPLETE LIST OF THE CASH GRANTS TO OTHERS CAN BE FOUND ON SCHEDULE I OF THE FORM 990. PART III, LINE 2: BAD DEBT REPRESENTS THE UNCOLLECTIBLE AMOUNTS WRITTEN OFF DURING THE FISCAL YEAR. PART III, LINE 3: BAD DEBT ATTRIBUTABLE TO PATIENTS UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS ESTIMATED BASED ON A PATIENT'S INABILITY TO PAY AND WHO FAIL TO COMPLETE THE APPLICATION AND/OR SUBMIT THE REQUIRED DOCUMENTS WITHIN THE 60 DAY GRACE PERIOD ALLOWED TO APPLY FOR ASSISTANCE. PART III, LINE 4: SEE PAGE 11 OF THE AUDITED FINANCIAL STATEMENTS - NOTE 1- NATURE OF ORGANIZATION AND SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES "PATIENT ACCOUNTS RECEIVABLE." PART III, LINE 8: THE MEDICARE GAIN WAS OBTAINED DIRECTLY FROM THE FY 2017 MEDICARE COST REPORT. PART III, LINE 9B: PATIENTS MAY APPLY RETROACTIVELY FOR FINANCIAL ASSISTANCE FOR SERVICES UP TO 60 DAYS OLD. IF THE PATIENT DOES NOT QUALIFY FOR FINANCIAL ASSISTANCE AND ALL OTHER PROGRAMS HAVE BEEN EXHAUSTED FOR PAYMENT ASSISTANCE, A PAYMENT PLAN ARRANGEMENT MAY BE MADE. BALANCES DESIGNATED BY 3RD PARTY PAYERS AS PATIENT RESPONSIBILITY WILL BE ASSIGNED TO THE PATIENT BALANCE SEGMENT IN THE SAH BILLING SYSTEM. QUALIFYING PATIENT RESPONSIBLE BALANCES WILL BE BILLED DIRECTLY TO THE PATIENT BY SHELTERING ARMS. IF PAYMENT IS NOT RECEIVED WITHIN 60 DAYS ANY UNPAID BALANCES WILL BE FORWARDED TO OUR FIRST OUT VENDOR FOR CONTINUING COLLECTION EFFORTS TO INCLUDE PATIENT PAYMENT PLANS. ANY UNSETTLED BALANCES REMAINING AFTER A TOTAL OF 120 DAYS AFTER THE FIRST ASSIGNMENT OF BALANCES AS PATIENT PAY THE BALANCES WILL BE SENT TO OUR COLLECTION AGENCY AND REMOVED FROM OUR ACTIVE ACCOUNTS RECEIVABLE AS BAD DEBT. IF THE COLLECTION AGENCY SUCCESSFULLY COLLECTS THE BALANCES THE PATIENT ACCOUNT WILL BE REACTIVATED IN OUR AR SYSTEM AND THE BAD DEBT WILL BE REVERSED AND CODED AS RECOVERY. IF THE COLLECTION AGENCY IS UNSUCCESSFUL WITH COLLECTIONS AND HAS NO PAYMENT ARRANGEMENT, OR A BROKEN PAYMENT ARRANGEMENT, THEN THE ACCOUNT CAN BE PULLED BACK FROM THE COLLECTION VENDOR, THE BAD DEBT STATUS WILL REMAIN AND COLLECTION EFFORTS WILL CEASE. PART VI, LINE 2: SHELTERING ARMS HOSPITAL ASSESSES THE SERVICE GAPS AND HEALTH CARE NEEDS OF THE COMMUNITIES WE SERVE TO IDENTIFY NEEDED PROGRAMS AND EVENTS. THE NEW CHNA AND CORRESPONDING CHIP CAN BE ACCESSED AT WWW.SHELTERINGARMS.COM. THE 1ST IDENTIFIED SIGNIFICANT HEALTH NEED IS HEALTHY LIFESTYLE. IT ENCOMPASSES NUTRITION, HEALTH, WELLNESS, FITNESS, RECREATION AND MOBILITY. THE CHIP PLAN CALLS FOR FOLLOW-UP PHONE CALLS FROM INPATIENT DIETICIAN TWO WEEKS POST-DISCHARGE FROM THE INPATIENT REHABILITATION HOSPITAL; PARTNERING WITH LOCAL GROUPS ON NUTRITIONAL EDUCATION TWICE A YEAR TO INCLUDE BON SECOURS, RELAY FOODS, AND VCU HEALTH SYSTEM; COMPILING RESOURCE LIST FOR PATIENTS TO ACCESS FOOD SERVICES IN THE COMMUNITY AND DEVELOPING A PROCESS FOR CONNECTING PATIENTS TO THESE SERVICES; ADDING NUTRITION SCREENING QUESTION AT DISCHARGE FROM INPATIENT HOSPITAL; ADDING NUTRITION SCREENING QUESTION FOR OUTPATIENT THERAPY; AND EXPANDING FITNESS/WELLNESS PROGRAMS FOR PERSONS WITH NEUROLOGIC DISORDERS. CURRENTLY WE HAVE ADDED A NEW PARKINSON'S BOXING PROGRAM AND EXPANDED THE NEURO-FIT PROGRAM. IN ADDITION OUR PLAN INCLUDES SHORT SCREENING TOOLS FOR INPATIENT AND OUTPATIENT REGARDING NEED FOR HEALTH, WELLNESS, AND EDUCATION CLASSES. WE ARE ADDING NUTRITION EDUCATION AN SHELTERING ARMS CHANNEL IN INPATIENT, ADDING NUTRITION TRAINING/SPECIALIZATION FOR FITNESS STAFF, A SERIES OF HEALTHY COOKING AND MEAL PLANNING FOR PATIENTS AND CAREGIVERS, A NUTRITION SUPPORT GROUP IN INPATIENT FOR PATIENTS AND CAREGIVERS, AN OUTPATIENT DIETICIAN TO ADDRESS POST-INPATIENT NUTRITION NEEDS AS PART OF A COMPREHENSIVE HEALTH/WELLNESS CARE MODEL AND INPATIENT AND OUTPATIENT THERAPEUTIC RECREATION AS PART OF THE COMPREHENSIVE CARE MODEL. THE SECOND SIGNIFICANT HEALTH NEED IDENTIFIED IS CARE NAVIGATION, WE HAVE MAPPED IN CERNER (OUR EHR) FOR TOUCH POINTS TO BUILD AND FOSTER CARE NAVIGATION. ALSO AS A STANDARD OF CARE AT DISCHARGE, REFER APPROPRIATE AND INTERESTED PATIENTS TO SENIOR CONNECTIONS. WE HAVE IMPROVED INTERNAL AND EXTERNAL EDUCATION OF WHAT SHELTERING ARMS OFFERS FOR CONTINUUM OF CARE THROUGH INTERNAL EDUCATION PROVIDED TO NURSE LIAISONS AND THE COMMUNITY LIAISON TEAMS. WE ARE IMPLEMENTING SCREENSAVER TIPS ON SHELTERING ARMS COMPUTERS TO EDUCATE CLINICIANS ON RESOURCES AVAILABLE FOR PATIENTS/FAMILIES. IN ADDITION WE ARE DEVELOPING A STRATEGY FOR HIGH RISK PATIENTS AND WE PLAN TO ADD A SOCIAL WORKER AS PART OF THE COMPREHENSIVE HEALTH AND WELLNESS CARE MODEL. THE 3RD SIGNIFICANT HEALTH NEED IDENTIFIED IS CAREGIVER SUPPORT. THIS PLAN INCLUDES DEVELOPING EDUCATION MATERIALS AND REFERENCES FOR CAREGIVERS NEEDING SUPPORT AND A SCREENING TOOL FOR ALL SITES THAT ASKS ABOUT THE NEED FOR CAREGIVER SUPPORT. THE 4TH SIGNIFICANT HEALTH CARE NEED IS MEDICAL DEVICES-RAMPS. WE ARE PARTNERING WITH LOCAL ORGANIZATIONS THAT PROVIDE RAMPS TO IDENTIFY HOW WE CAN SUPPORT THEM. WE ARE CURRENTLY IN DISCUSSIONS WITH PROJECT HOMES TO DEVELOP A PROCESS. THE SHELTERING ARMS FOUNDATION CURRENTLY PROVIDES SUPPORT TO PROJECTHOMES AND RAMPS MADE POSSIBLE BY STUDENTS. AS PART OF THIS INITIATIVE WE ARE ACTIVELY LOOKING TO IDENTIFY OTHER RAMP BUILDING RESOURCES IN THE COMMUNITIES SHELTERING ARMS SERVES. PART VI, LINE 3: THE HOSPITAL HAS POSTED POSTERS NOTIFYING INDIVIDUALS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE (IN ENGLISH AND SPANISH) IN THE ADMISSIONS AND PATIENT INTAKE AREAS OF EACH OF ITS INPATIENT AND OUTPATIENT LOCATIONS AS WELL AS IN THE PATIENT ACCOUNTING DEPARTMENT. NEW PATIENT ADMISSIONS RECEIVE A FORM UPON ARRIVAL DISCLOSING THE FINANCIAL AGREEMENT TO PAY WHICH INCLUDES OFFERING MONTHLY PAYMENT ARRANGEMENTS AS WELL AS AN APPLICATION FOR FINANCIAL ASSISTANCE. OUTPATIENT AND PHYSICIAN SERVICES APPOINTMENT VERIFICATION LETTERS FOR NEW PATIENTS ALSO DISCLOSE AVAILABILITY OF FINANCIAL ASSISTANCE. ADDITIONALLY, THE HOSPITAL INCLUDES A NOTICE ABOUT ITS FINANCIAL ASSISTANCE POLICY ON ITS BILLING STATEMENTS. PART VI, LINE 4: SHELTERING ARMS HOSPITAL SERVES THE GREATER CENTRAL VIRGINIA COMMUNITY. BASED ON THE RECENT COMMUNITY HEALTH NEEDS ASSESSMENT THE STUDY REGION IS BASED ON THE SHELTERING ARMS HANOVER CAMPUS SERVICE AREA WHICH INCLUDES URBAN AND RURAL AREAS. THE COUNTIES INCLUDED ARE CAROLINE, CHARLES CITY, ESSEX, HANOVER, HENRICO, KING AND QUEEN, KING WILLIAM, LANCASTER, LOUISA, MIDDLESEX, NEW KENT, NORTHUMBERLAND, RICHMOND AND RICHMOND CITY.AS AN ACUTE INPATIENT REHABILITATION HOSPITAL, THE ORGANIZATION SERVES THE TARGET POPULATION OF PEOPLE WITH PHYSICAL DISABILITIES. SPECIFICALLY, THE HOSPITAL PROVIDED REHABILITATION SERVICES TO PATIENTS WITH THE FOLLOWING DIAGNOSES: STROKE, BRAIN INJURY, SPINAL CORD INJURY,ORTHOPEDIC, NEUROLOGICAL, AND GENERAL REHAB/MEDICAL. PART VI, LINE 5: OUR COMMUNITY SUPPORT INITIATIVES INCLUDE PARTICIPATION IN THE DSCR EMPLOYEE HEALTH FAIR PROMOTING THE NECESSITY OF FITNESS AND WELLNESS; THE RICHMOND DIABETES WALK IN WHICH SHELTERING ARMS EMPLOYEES, PATIENTS, AND MEMBERS PARTICIPATED TO SHARE FITNESS AND WELLNESS INFORMATION AND RESOURCES; THE RICHMOND HEALTH EXPO PROMOTING NECESSITY OF FITNESS AND WELLNESS PARTICIPATION; THE VIRGINIA HOME WALK AND ROLL; THE CHESTERFIELD TRIAD SENIOR HEALTH FAIR FOR CHESTERFIELD COUNTY PROMOTING NECESSITY OF FITNESS AND WELLNESS IN LIVING A HEALTHY LIFESTYLE; PROVIDED STAFF SPEAKERS AT THE LOCAL MULTIPLE SCLEROSIS SUPPORT GROUP MEETING WHICH INCLUDED THREE SESSIONS FOCUSING ON PHYSICAL THERAPY, FITNESS AND RECREATION ACTIVITIES; PROVIDED STAFF SPEAKERS AT THE AREA AMPUTEE SUPPORT GROUP MEETING FOR 2 SESSIONS FOCUSING ON PHYSICAL THERAPY FITNESS AND RECREATIONAL ACTIVITIES. SHELTERING ARMS HOSPITAL GRANTS SUPPORTED 12 ORGANIZATIONS THROUGH THE COMMUNITY FOUNDATION. THOSE RECIPIENTS WERE CIRCLE CENTER ADULT DAY SERVICES, CROSSOVER MINISTRY, F.R.E.E. FOUNDATION FOR REHABILITATION EQUIPMENT AND ENDOWMENT, GOOCHLAND FREE CLINIC AND FAMILY SERVICES, POSITIVE VIBE FOUNDATION, PROJECT:HOMES, RAMP ACCESS MADE POSSIBLE BY STUDENTS, REACH CYCLES, SOUTH RICHMOND ADULT DAY CARE CENTER, SPORTABLE, THE DOORWAYS, AND UNITED SPINAL ASSOCIATION OF VA, IN ADDITION, SHELTERING ARMS NURSE LIAISONS PROVIDE INFORMATION TO LOCAL ACUTE CARE HOSPITALS WITH REGARD TO APPROPRIATE SERVICES, AND SITES OF SERVICE, FOR SENIORS WHO REQUIRE REHABILITATIVE CARE AND A WIDE PORTFOLIO OF UNIQUE, COMMUNITY-BASED SERVICES INTENDED LARGELY TO MEET THE NEEDS OF INDIVIDUALS WHO ARE TRANSITIONING FROM A MEDICAL TREATMENT REGIMEN TO AN EMPHASIS ON SELF-MANAGEMENT. 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 THAT CAN POSITIVELY IMPACT QUALITY OF LIFE AND PHYSICAL ACTIVITY LEVEL. SHELTERING ARMS IS DEDICATED TO HELPING PEOPLE FIND WITHIN THEMSELVES THE POWER TO OVERCOME SERIOUS SETBACKS FOLLOWING ILLNESS, INJURY, OR ACCIDENT THROUGH INTERNATIONALLY RECOGNIZED PHYSICAL REHABILITATION PROGRAMS. THE SHELTERING ARMS COMMITMENT DOES NOT END WHEN THERAPY OR PHYSICIAN SERVICES ARE COMPLETE. SHELTERING ARMS PROVIDES A COMPREHENSIVE PORTFOLIO OF UNIQUE, COMMUNITY-BASED RECREATION AND HEALTH AND WELLNESS SERVICES TO MEET THE NEEDS OF THE COMMUNITY. THESE SERVICES MAKE UP THE PARTNER FOR L.I.F.E. PROGRAM (LEISURE, INTERACTION, FITNESS, AND ENJOYMENT), EMPOWERING INDIVIDUALS TO EMBRACE A LIFETIME OF RECREATION AND WELLNESS. 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 THE MAJORITY OF THE SERVICES DO NOT REQUIRE A PHYSICIAN REFERRAL. SERVICES OFFERED INCLUDE GROUP RECREATION AND SOCIAL EVENTS, ADAPTIVE GOLF PROGRAM, ADAPTIVE BOWLING LEAGUE, ACCESSIBLE TRAVEL PROGRAM,THERAPEUTIC POOL AND FITNESS CENTER MEMBERSHIPS, PERSONAL TRAINING SERVICES, GROUP EXERCISE CLASSES, EDUCATIONAL SEMINARS, CHRONIC DISEASE SELF-MANAGEMENT CLASSES, DIABETES SELF-MANAGEMENT CLASSES, POWEREX, NEUROFIT, AND OUR CLUB REC PROGRAM.CLUB REC IS A NON-MEDICALLY BASED SOCIAL, RECREATION PROGRAM PROVIDING OPPORTUNITIES FOR FITNESS, WELLNESS, SOCIALIZATION, AND COMMUNITY REINTEGRATION FOR MEMBERS UP TO FIVE DAYS PER WEEK. CERTIFIED THERAPEUTIC RECREATION AND FITNESS SPECIALISTS ORGANIZE DAILY PROGRAMS, COMMUNITY OUTINGS, GROUP AND INDIVIDUAL EXERCISE SESSIONS, SOCIAL PROGRAMS, COGNITIVE ACTIVITIES, ADAPTIVE LEISURE ACTIVITIES, EDUCATIONAL PROGRAMS, AND AN ARRAY OF WEEKLY RECREATION PROGRAMS. CLUB REC FOCUSES ON ENHANCING QUALITY OF LIFE FOR THOSE RECOVERING FROM INJURY OR ILLNESS. MEMBERS ENROLLED IN CLUB REC HAVE OPPORTUNITIES TO UTILIZE THE ON-SITE FITNESS CENTER, PARTICIPATE IN SPIRITUALITY GROUP, THE COMPUTER LAB, WEEKLY TRIPS TO OUR THERAPEUTIC POOL, INTERGENERATIONAL PROGRAMS, COMMUNITY SERVICES OPPORTUNITIES, AS WELL AS COMMUNITY OUTINGS. IN FY 2017 THE CLUB REC PROGRAM ENROLLED 7,556 VISITS FROM INDIVIDUALS WITH DISABILITIES.PARTNER FOR L.I.F.E. SPECIAL EVENT PROGRAMS (INCLUDING ADAPTIVE GOLF & ADAPTIVE BOWLING LEAGUE) PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO PARTICIPATE IN ORGANIZED RECREATION ACTIVITIES WITH THE SUPPORT OF RECREATIONAL THERAPISTS, AND NECESSARY ADAPTIVE RECREATION EQUIPMENT, TO ENSURE SUCCESSFUL PARTICIPATION REGARDLESS OF THEIR PHYSICAL LIMITATIONS. IN FISCAL YEAR 2017 THERE WERE 21 EVENTS TOTALING 567 PARTICIPANTS. CHRONIC DISEASE SELF-MANAGEMENT AND DIABETES SELF MANAGEMENT CLASSES WERE OFFERED FREE TO THE COMMUNITY THROUGH PARTNERSHIP WITH LOCAL SENIOR AND HEALTH CARE AGENCIES. THE GOAL OF THE PROGRAM IS FOR PARTICIPANTS TO LEARN STRATEGIES TO IMPLEMENT HEALTHY LIFESTYLE CHANGES TO SUCCESSFULLY MANAGE THEIR CHRONIC CONDITION.IN ADDITION TO RECREATION EVENTS, PARTNER FOR L.I.F.E. SERVICES BELIEVE IN THE NECESSITY OF MAINTAINING PHYSICAL ACTIVITY TO CONTINUE AN ACTIVE LIFESTYLE, MAINTAIN PROGRESS ACHIEVED IN SKILLED THERAPY, AS WELL AS PREVENT FUTURE INJURY OR ILLNESS. WE HAVE A WARM WATER THERAPEUTIC POOL AND FITNESS CENTER OFFERING POOL AND FITNESS MEMBERSHIPS, AQUATIC AND LAND GROUP EXERCISE CLASSES, AND PERSONAL TRAINING SERVICES TO THE COMMUNITY. OUR WARM WATER THERAPEUTIC POOL PROVIDES A RAMP FOR WHEELCHAIR ENTRY INTO THE WATER, SUBMERGED PARALLEL BARS, AND LAP LANE SWIMMING FOR THOSE WHO FIND LESS PAIN AND INCREASED RANGE OF MOTION IN A WARM WATER ENVIRONMENT. POOL AND FITNESS MEMBERSHIPS PROVIDE A TRANSITION PLAN FOR PATIENTS BEING DISCHARGED FROM INPATIENT HOSPITAL AND OUTPATIENT THERAPY CLINICS THE OPPORTUNITY TO CONTINUE TO ENGAGE IN PHYSICAL ACTIVITY. FITNESS SPECIALISTS PROVIDE FITNESS MEMBERS WITH PERSONALIZED ATTENTION, AS WELL AS PERSONAL TRAINING SERVICES FOR THOSE WHO ARE INTERESTED IN INDIVIDUALIZED GOAL SETTING AND EXERCISE PROGRAMS DESIGNED TO MEET THEIR NEEDS. DURING FISCAL YEAR 2017, THERE WERE 30,142 COMMUNITY MEMBERSHIP VISITS TO THE POOLS AND FITNESS CENTERS. SHELTERING ARMS LED GROUP EXERCISE CLASSES AND WELLNESS EDUCATION CLASSES TOTALING 5,770 CLASS PARTICIPANTS. FITNESS SPECIALISTS CONDUCTED 4,038 PERSONAL TRAINING VISITS AND 2,145 NEUROFIT PERSONAL TRAINING VISITS. ON OUR HANOVER AND SOUTH HOSPITAL CAMPUS, THE FITNESS SPECIALISTS UTILIZE ADVANCED TECHNOLOGIES TO PROVIDE UNIQUE PERSONAL TRAINING SERVICES FOR THE NEUROLOGICALLY IMPAIRED IN OUR NEUROFIT PROGRAM. THE GOAL IS TO ENSURE LIFELONG PHYSICAL ACTIVITY AFTER A CATASTROPHIC INJURY OR ILLNESS.FITNESS SPECIALISTS AT OUR BON AIR AND REYNOLDS LOCATIONS PROVIDE PERSONAL TRAINING SERVICES TO THOSE TRANSITIONING FROM OUTPATIENT THERAPY SERVICES, WHILE ALSO PROVIDING PERSONAL TRAINING SERVICE TO THE COMMUNITY FOR PREVENTION AND WELLNESS. OUR PARKINSON'S WELLNESS RECOVERY BI-WEEKLY GROUP EXERCISE CLASS AT BON AIR HAS SEEN SIGNIFICANT GROWTH IN CLASS PARTICIPANTS. SHELTERING ARMS FITNESS CENTERS HAVE SEEN SIGNIFICANT GROWTH IN SILVER SNEAKER MEMBERS. THIS COMMUNITY PROGRAM PROVIDES FINANCIAL FITNESS MEMBERSHIP SUPPORT FOR THOSE WITH A SILVER SNEAKER WELLNESS OPTION THROUGH THEIR PRIVATE INSURANCE COMPANY. SPECIFIC SILVER SNEAKER GROUP EXERCISE CLASSES ARE OFFERED AT OUR BON AIR LOCATION WEEKLY.AS WE CONTINUE TO FACE THE TRANSITION OF HEALTH CARE IN OUR COMMUNITY THE FOCUS OF HEALTH, WELLNESS, AND PREVENTION CONTINUE TO EMERGE AS A CRITICAL COMPONENT IN LIFE LONG CARE. SHELTERING ARMS PARTNER FOR LIFE SERVICES PROVIDE A UNIQUE NICHE FOR INDIVIDUALS WITH PHYSICAL DISABILITIES, AS WELL AS THE COMMUNITY, TO MAINTAIN AN ACTIVE AND HEALTHY LIFESTYLE. PART VI, LINE 7, REPORTS FILED WITH STATES VA 1 THE COMMUNITY FOUNDATION SERVING RICHMOND AND CENTRAL VIRGINIA 3409 MOORE STREET RICHMOND VA 23230 541201346 501(C)(3) 150000 TO SUPPORT ELEVEN PROGRAMS IDENTIFIED IN THE COMMUNITY SERVING POPULATIONS AMERICAN HEART ASSOCIATION 4217 PARK PLACE COURT GLEN ALLEN VA 23060 135613797 501(C)(3) 20515 GENERAL SUPPORT SENIORNAVIGATORORG 7501 BOULDERS VIEW DRIVE SUITE 201 RICHMOND VA 23225 541977334 501(C)(3) 5595 GENERAL SUPPORT NATIONAL MS SOCIETY 4200 INNSLAKE DRIVE STE 301 GLEN ALLEN VA 23060 540633474 501(C)(3) 6341 GENERAL SUPPORT SHELTERING ARMS CORPORATION 8254 ATLEE ROAD MECHANICSVILLE VA 23116 541615598 501(C)(3) 10781999 BOOK LAND AND CONSTRUCTION IN PROCESS CONSTRUCTION OF NEW REHAB INSTITUTE 5 0 EQUIPMENT AND PHARMACY ASSISTANCE 38 8768 FMV COST OF SUPPLIES GRANTED PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS OF ALL GRANTS GIVEN. THE DONATIONS WERE MADE TO COMMUNITY PROGRAMS IDENTIFIED BY THE INDEPENDENT BOARD AND MANAGEMENT AS SERVING THE HOSPITAL'S MISSION AND POPULATIONS IN NEED OF ASSISTANCE. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 MARY A ZWEIFEL PRESIDENT & CEO 345754 0 97553 0 0 0 12000 0 12138 0 467445 0 0 0 CHRISTOPHER P SORENSON VP OF INFORMATION TECHNOLOGY 164838 0 35853 0 0 0 8937 0 18884 0 228512 0 0 0 JAMES S LITSINGER VP OF FINANCE & CFO/TREASURER 225222 0 74489 0 0 0 6350 0 19167 0 325228 0 0 0 ELLEN VANCE CHIEF HUMAN RESOURCE OFFICER 180574 0 47480 0 0 0 10832 0 15898 0 254784 0 0 0 SANDY EYLER CHIEF NURSING OFFICER 157252 0 15590 0 0 0 6271 0 12730 0 191843 0 0 0 AMY J SHOWALTER CHIEF COO 123714 0 34501 0 0 0 0 0 10992 0 169207 0 0 0 HILLARY S HAWKINS MEDICAL DIRECTOR - SAH 340482 0 100482 0 0 0 0 0 19711 0 460675 0 0 0 TIMOTHY M SILVER MEDICAL DIRECTOR - SAHS 335409 0 65749 0 0 0 10060 0 19687 0 430905 0 0 0 JOHN L MCELROY III PRESIDENT - SAF 255687 0 71853 0 0 0 12000 0 12730 0 352270 0 0 0 GREGORY LEGHART PHYSICIAN 266779 0 50000 0 0 0 12000 0 19360 0 348139 0 0 0 AARON M JONES PHYSICIAN 228700 0 30620 0 0 0 9000 0 19147 0 287467 0 0 0 PART I, LINE 1A THE HOSPITAL PAYS FOR SOCIAL CLUB DUES ON BEHALF OF THE FOUNDATION'S PRESIDENT, JOHN L. MCELROY, III. THE AMOUNT IS TREATED AS A TAXABLE BENEFIT TO HIM. 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 INC. PER THE ORGANIZATION BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND APPLICABLE ATTACHMENTS WERE PROVIDED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS OF SHELTERING ARMS HOSPITAL AND TO ALL OTHER BOARD MEMBERS 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. 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. AND CONFLICTS ARE DISCLOSED AT THAT 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 DISCUSSIONS AND VOTE 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. 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, WHISTLEBLOWER POLICIES, RELATED POLICIES, AND FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: ADJUSTMENT TO ADD TRUST FUNDS PREVIOUSLY REPORTED BY AFFILIATE SA FD 19,487,412. CHANGE IN PRESENT VALUE OF TRUST FUNDS 509,807. SHELTERING ARMS PHYSICAL REHABILITATION ASSOCIATES LLC 8254 ATLEE ROAD MECHANICSVILLE VA 23116 260402064 PHYSICAL REHABILITATION VA 3692208 1000888 SHELTERING ARMS HOSPITAL SHELTERING ARMS THERAPY CLINICS LLC DBA PT WORKS 8254 ATLEE ROAD MECHANICSVILLE VA 23116 271939022 PHYSICAL REHABILITATION VA 3692204 1000888 SHELTERING ARMS HOSPITAL SHELTERING ARMS FOUNDATION 8254 ATLEE ROAD MECHANICSVILLE VA 23116 541615599 SEE SUPPLEMENTAL INFORMATION, PART VII VA 501(C)(3) LINE 12B, II SHELTERING ARMS CORPORATION 0 SHELTERING ARMS HOSPITAL SOUTH 8254 ATLEE ROAD MECHANICSVILLE VA 23116 352258075 PHYSICAL REHABILITATION VA 501(C)(3) LINE 3 SHELTERING ARMS CORPORATION 0 PALMYRA REHABILITATION CORPORATION 8254 ATLEE ROAD MECHANICSVILLE VA 23116 541615601 PHYSICAL REHABILITATION VA 501(C)(3) LINE 12B, II SHELTERING ARMS CORPORATION 0 SHELTERING ARMS CORPORATION 8254 ATLEE ROAD MECHANICSVILLE VA 23116 541615598 PHYSICAL REHABILITATION VA 501(C)(3) LINE 3 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 SCHEDULE R, PART II, COLUMN (B): SHELTERING ARMS FOUNDATION SUPPORTS SHELTERING ARMS CORPORATION, SHELTERING ARMS HOSPITAL, AND SHELTERING ARMS HOSPITAL SOUTH IN PROVIDING HEALTHCARE TO THE COMMUNITIES SERVED BY THE ORGANIZATION.