Shepherd of the Valley Lutheran Retirement Services Inc
5525 Silica Rd, Youngstown, OH · IRS data through FY2024
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2024 | $43,643,885 | $41,286,266 | $49,366,699 |
| FY2023 | $38,281,646 | $38,648,341 | $44,924,392 |
| FY2022 | $42,584,200 | $35,630,983 | $41,824,155 |
| FY2021 | $34,540,177 | $34,512,675 | $44,094,186 |
| FY2020 | $33,505,932 | $31,884,614 | $41,632,997 |
| FY2019 | $31,775,594 | $31,152,756 | $37,265,936 |
| FY2018 | $33,202,273 | $31,277,730 | $32,197,375 |
| FY2017 | $33,016,102 | $30,518,195 | $32,465,932 |
| FY2016 | $32,483,229 | $30,028,075 | $28,284,545 |
| FY2015 | $32,128,608 | $29,293,567 | $24,952,151 |
| FY2014 | $31,599,495 | $28,781,344 | $22,475,590 |
| FY2013 | $29,695,700 | $28,432,439 | $19,165,957 |
| FY2012 | $29,564,290 | $29,268,580 | $19,507,478 |
| FY2011 | $32,745,957 | $30,753,478 | $19,394,342 |
Form 990 filings
The returns filed by Shepherd of the Valley Lutheran Retirement Services Inc (EIN 34-1147594), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $323,362 | 1% |
| Program service revenue | $40,300,911 | 92% |
| Other revenue | $3,019,612 | 7% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $31,864,961 | 77% |
| Management & general | $9,421,305 | 23% |
| Fundraising | $0 | 0% |
What the numbers show
- Program service revenue made up 92% of total revenue in FY2024.
- Program services accounted for 77% of functional expenses, management & general 23%, and fundraising 0%.
- 77% of functional expenses went to program services in FY2024. That is higher than 11.5% of 130 Human Services organizations in OH.
- Net assets covered about 14.3 months of expenses at the end of the reporting year. That puts it in the 60th percentile among 1666 Human Services organizations in OH.
- Total revenue was higher than 98.2% of 1701 Human Services organizations in OH.
- Total revenue rose from $32,745,957 in FY2011 to $43,643,885 in FY2024. Revenue increased in 10 and decreased in 3 of 13 year-over-year comparisons.
- Expenses exceeded revenue in 1 of 14 reported years (FY2023).
- Net assets grew from $19,394,342 to $49,366,699 between FY2011 and FY2024.
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
TO PROVIDE LONG-TERM CARE TO THE ELDERLY.
IRS status
| Ruling year | 1985 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | P750 — Human Services (in OH) |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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