Sheltering Arms Institute

Legal name: Rehab Jv Llc

Nonprofit profile at a glance

EIN
814446403
IRS 990 coverage
2019–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-N 2018
Location
Richmond, VA, US
Phone
(804) 877-4000
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Rehabilitative Medical Services

Official website

Reported finances

Revenue
$89,863,707
Expenses
$89,603,063
Assets
$88,006,607
Liabilities
$64,106,307

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • ALAN LOMBARDO (CEO)

Highest reported compensation

  • ALAN LOMBARDO (CEO): $608,763 total reported compensation
  • JAMES S LITSINGER (CFO AND TREASURER): $455,182 total reported compensation
  • MATTHEW WILKS (CRO): $289,716 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sheltering Arms Institute, a national leader in the science of rehabilitation, delivers personalized care in an environment that supports recovery and restores possibility through the integration of collaborative science and research, interprofessional education, community engagement, and stewardship.

What it reported doing in 2024

In fall 2025, sheltering arms completed a major renovation of the bon air outpatient rehabilitation center in chesterfield county, to better serve the community. The renovation upgraded 22,150 square feet of the existing facility, converting unused space into therapy and fitness areas; improving access for larger wheelchairs and walkers; expanding waiting areas; modernizing the pool and locker rooms; adding advanced rehabilitation technology; and refreshing the building with new hvac, lighting, flooring, and paint.(continued on schedule o)as sheltering arms' largest outpatient facility with nearly 30,000 patient visits each year and several medical and adaptive fitness programs, bon air can now serve 700 more people annually, expanding access to care across central Virginia and beyond.

Operating model

Revenue model
Earned-program. 97% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 33
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.4%; rating input score 84
  • Program expense ratio: 84.7%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.3%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 0.98; rating input score 39; 39th percentile among comparable filings
  • Liabilities to assets ratio: 0.73; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 34; 34th percentile among comparable filings

Growth

  • Program expense growth: 19% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 21.3% per year; rating input score 100; 94th percentile among comparable filings
  • Asset growth: 30.4% per year; rating input score 100; 97th percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 84.4% of revenue deployed · 84.7% of spending went to programs
  • Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $75.9M in reported program spending
  • Leadership: top reported pay $609K · 21 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $8.4M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 9 filed schedules · includes major donors and executive pay
  • Filing history: 6 filing years from 2019 to 2024
  • Contacts: How to reach this organization
  • Money network: 10 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 33/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 39/100.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.
  • Moderate — Sustainability: Officer compensation ratio scored 34/100.