Skip to main content

Nonprofit · EIN 34-1147594

SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC

Tax-exempt · YOUNGSTOWN, OH 44515

Financials

$38.3M$38.6M2023$43.6M$41.3M2024
Revenue Expenses · by fiscal year end
Financials of SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$43,643,885$41,286,266$2,357,619$107,746,143$58,379,444$49,366,699
December 31, 2023990$38,281,646$38,648,341-$366,695$104,990,367$60,065,975$44,924,392
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$323,362
Program service revenue
$40,300,911
Investment income
$2,796,824
Net gain from sales of assets
$1,888,043
Other revenue
$222,788

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,074,001
Other salaries and wages
$15,857,074
Salaries, compensation and benefits (total)
$20,991,492
Professional fundraising fees
$0
Legal fees
$21,193
Accounting fees
$99,399
Occupancy
$968,338
Depreciation
$3,201,359
Program services (functional)
$31,864,961
Management and general (functional)
$9,421,305

Balance sheet and other

Total assets, start of year
$104,990,367
Total assets, end of year
$107,746,143
Total liabilities, end of year
$58,379,444
Net assets, end of year
$49,366,699
Land, buildings and equipment
$58,577,080
Publicly traded securities
$37,438,350
Net assets without donor restrictions
$49,366,699
Gross receipts
$58,671,485
Employees
656
Volunteers
104
Year formed
1972
State of legal domicile
OH

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD LIMONGICHIEF EXECUTIVE OFFICER
Officer
36$347,057$34,894$11,396
PAUL ADAMICCHIEF FINANCIAL OFFICER
Officer
40$218,960$0$22,791
TAMARA SALVINOASSOCIATE DIRECTOR
Highest-paid employee
40$140,968$0$22,791
KELLY STANSLOSKIASSOCIATE DIRECTOR
Highest-paid employee
40$139,928$0$0
CORY PARISHASSOCIATE DIRECTOR
Highest-paid employee
40$109,472$0$10,033
CHRISTIAN SEWELLLICENSED PRACTICAL NURSE
Highest-paid employee
40$117,616$0$0
RICHARD KIDDDIRECTOR
Trustee or director
1$0$0$0
ROBERT QUAINTANCESECRETARY
Trustee or director, Officer
1$0$0$0
DIANE CHERMELYDIRECTOR
Trustee or director
1$0$0$0
CHRIS RAYMONDDIRECTOR
Trustee or director
1$0$0$0
RICK THOMPSONTREASURER
Trustee or director, Officer
1$0$0$0
JOEY DEABATEPRESIDENT
Trustee or director, Officer
1$0$0$0
ADAM EARNHEARDTVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
DOMINIC NICASTRODIRECTOR
Trustee or director
1$0$0$0
TOBY MELORODIRECTOR
Trustee or director
1$0$0$0
1 more people on this return
NameTitleHours / weekCompensation
JOE SMALDINODIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD LIMONGICHIEF EXECUTIVE OFFICER
Officer
36$318,091$34,772$10,738
PAUL ADAMICCHIEF FINANCIAL OFFICER
Officer
40$182,435$0$21,476
FREDERICK MATTIX JRASSOCIATE DIRECTOR
Highest-paid employee
40$126,450$0$32,214
TAMERA SALVINOASSOCIATE DIRECTOR
Highest-paid employee
40$129,777$0$21,476
KELLY STANSLOSKIASSOCIATE DIRECTOR
Highest-paid employee
40$127,340$0$0
CORY PARISHASSOCIATE DIRECTOR
Highest-paid employee
40$102,204$0$9,454
RICHARD KIDDDIRECTOR
Trustee or director
1$0$0$0
ROBERT QUAINTANCESECRETARY
Trustee or director, Officer
1$0$0$0
DIANE CHERMELYDIRECTOR
Trustee or director
1$0$0$0
CHRIS RAYMONDDIRECTOR
Trustee or director
1$0$0$0
RICK THOMPSONTREASURER
Trustee or director, Officer
1$0$0$0
JOEY DEABATEPRESIDENT
Trustee or director, Officer
1$0$0$0
ADAM EARNHEARDTVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
DOMINIC NICASTRODIRECTOR
Trustee or director
1$0$0$0
TOBY MELORODIRECTOR
Trustee or director
1$0$0$0
LISA SCHWABDIRECTOR
Trustee or director
1$0$0$0
JOE SMALDINODIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
5525 SILICA RD, YOUNGSTOWN, OH 44515-1002
Principal officer (990 for 2024)
RICHARD LIMONGI, 5525 SILICA ROAD, AUSTINTOWN, OH 44515
Signed the 990
RICHARD LIMONGI, CHIEF EXECUTIVE OFFICER
Phone
(330) 530-4038
Return prepared by
HILL BARTH & KING LLC

Mission

SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES, INC. IS A CHRISTIAN NOT FOR PROFIT CORPORATION DEDICATED TO PROVIDING THE FINEST QUALITY CARE THROUGH AN INTEGRATED CONTINUUM OF SERVICES.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE THERAPY, SHELTER, FOOD AND CARE TO THOSE PERSONS UNABLE TO CARE FOR THEMSELVES.
    Expenses $30,719,277 · revenue $35,927,186
  • TO PROVIDE RESIDENTIAL COMMUNITY CARE FOR RETIRED PERSONS.
    Expenses $1,145,684 · revenue $4,596,513

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1147594
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$107,746,143
Income (IRS master file)
$58,671,485

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$43,643,885$41,286,266$107,746,143XML
990December 2023$38,281,646$38,648,341$104,990,367XML
990December 2022$42,584,200$35,630,983$103,693,790IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 34-1147594).

Questions about SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC

What is the EIN of SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC?
The employer identification number (EIN) of SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC is 34-1147594.
Is SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Which annual return does SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC 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 SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC?
The 990 for the year ended December 31, 2024 names RICHARD LIMONGI.
Who are the officers and directors of SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC?
The 990 for the year ended December 31, 2024 lists 16 people; 6 received compensation from the organization, the highest $347,057 (RICHARD LIMONGI, CHIEF EXECUTIVE OFFICER).
How much revenue does SHEPHERD OF THE VALLEY LUTHERAN RETIREMENT SERVICES INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $43,643,885, expenses of $41,286,266 and total assets of $107,746,143 at year end.

Other nonprofits in YOUNGSTOWN

All nonprofits in YOUNGSTOWN · Ohio · Human services