2022-02-14T11:53:37-06:00 2021-03-31 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2020-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507310 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN CFO 4043507305 2022-02-09 1 STEPHEN HOLLEMAN 999009999 STANLEY M SMITH II P00319916 7703948000 2022-02-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SARAH BATTS 2020 PEACHTREE ROAD NW ATLANTA GA 30309 8022049 0 X WWW.SHEPHERD.ORG X 2004 GA SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SHEPHERD CENTER FOUNDATION'S MISSION STATEMENT.SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN. 38 33 0 1000 0 0 0 0 0 0 -9923 78955 1832 7008 -8091 85963 0 0 0 0 2602729 3267968 0 0 4883342 1909671 1615374 4512400 4883342 -4520491 -4797379 10157384 87041257 1941438 3305653 8215946 83735604 X SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. THE MISSION STATEMENT IS CONTINUED ON SCHEDULE O.SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN. 0 0 4883342 FUNDRAISING FOR SHEPHERD CENTER, INC. 4883342 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 33 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 GA FL NC SC AL VA ME TN X X KIMBERLY L LABOONE 4043507776 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 SUSAN HAWKINS CHAIRMAN 1.00 0.00 X X 0 0 0 DAVID F APPLE JR MD TREASURER 1.00 30.00 X X 0 140184 13011 SARAH BATTS EXECUTIVE DIRECTOR 50.00 1.00 X X 0 280679 13377 ALANA SHEPHERD SECRETARY 30.00 30.00 X X 0 0 0 ADAM MALONE TRUSTEE 1.00 0.00 X 0 0 0 ANDREW ALIAS TRUSTEE 1.00 0.00 X 0 0 0 BONNIE HARDAGE TRUSTEE 1.00 0.00 X 0 0 0 CANDACE KLEIN TRUSTEE 1.00 0.00 X 0 0 0 CYNTHIA WIDNER WALL TRUSTEE 1.00 0.00 X 0 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 1.00 20.00 X 0 160725 26993 ELIZABETH ALLEN TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH PEARCE TRUSTEE 1.00 0.00 X 0 0 0 FRED HENRITZE TRUSTEE 1.00 0.00 X 0 0 0 HUNTER J AMOS TRUSTEE 1.00 0.00 X 0 0 0 JAMES R BALKCOM JR TRUSTEE 1.00 0.00 X 0 0 0 JOHN STEPHENSON JR TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH J DEANGELO TRUSTEE 1.00 0.00 X 0 0 0 JUSTIN JONES TRUSTEE 1.00 0.00 X 0 0 0 KAREN SPIEGEL TRUSTEE 1.00 0.00 X 0 0 0 KAY QUIGLEY TRUSTEE 1.00 0.00 X 0 0 0 KIM ROWELL TRUSTEE 1.00 0.00 X 0 0 0 LARRY KELLY TRUSTEE 1.00 0.00 X 0 0 0 LAURA GARRISON TRUSTEE 1.00 0.00 X 0 0 0 LAUREN L HOOKS TRUSTEE 1.00 0.00 X 0 0 0 MARTIN ISENBERG TRUSTEE 1.00 0.00 X 0 0 0 MELINDA W DABBIERE TRUSTEE 1.00 0.00 X 0 0 0 PAUL DONAHUE TRUSTEE 1.00 0.00 X 0 0 0 PRICE WOODWARD TRUSTEE 1.00 0.00 X 0 0 0 RON STEWART TRUSTEE 1.00 0.00 X 0 0 0 SARAH MORRISON CEO/PRESIDENT 1.00 50.00 X X 0 983950 29955 SHALER ALIAS TRUSTEE 1.00 0.00 X 0 0 0 SHANE O'KELLY TRUSTEE 1.00 0.00 X 0 0 0 SHERRY ABNEY TRUSTEE 1.00 0.00 X 0 0 0 STAN SANDS TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 518303 36009 SUZANNE E MOTT DANSBY TRUSTEE 1.00 0.00 X 0 0 0 TRAVIS ELLIS TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM D HOYT TRUSTEE 1.00 0.00 X 0 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 40.00 0.00 X 0 149454 17726 JONATHAN ROXLAND DIRECTOR OF MAJOR & PLANNE 40.00 0.00 X 0 138825 13052 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 40.00 0.00 X 0 185001 5193 0 2557121 155316 0 0 1 0 PEARSON FARM 5575 ZENITH MILL ROAD FORT VALLEY GA 31030 SHIPPING AND PRODUCT 206806 1 1648 1648 11413 4405 7008 7008 7008 8008988 7931681 77307 77307 77307 85963 7008 0 78955 294056 294056 2338737 2338737 451637 451637 183538 183538 3987 3987 7650 7650 26603 26603 1098789 1098789 75631 75631 148233 148233 4884 4884 8099 8099 39048 39048 16920 16920 MISCELLANEOUS 185530 185530 4883342 0 0 4883342 1907 1907 4300324 4116433 5154807 82549228 81611 121327 410175 219690 201654 190485 340435 0 76646 61877 10157384 87041257 238380 267380 1703058 3038273 1941438 3305653 X 3090005 1293249 5125941 82442355 8215946 83735604 10157384 87041257 X -4797379 80317037 X X 0 1 X 1 0 X 14019187 16390905 20093038 23217283 100555544 174275957 14019187 16390905 20093038 23217283 100555544 174275957 88231629 86044328 4202 6139 -3059 -3123 90368 94527 174370484 0.49350 0.89230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7234 5621 1613 219741 214069 5672 183200 183200 190485 X PART X, LINE 2: SHEPHERD AND FOUNDATION HAVE BOTH BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. SHEPHERD AND FOUNDATION HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 2021 AND 2020; ACCORDINGLY, NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE PROVISIONS OF ACCOUNTING STANDARDS FOR INCOME TAXES REQUIRE THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A 'MORE-LIKELY-THAN-NOT' THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE CENTER IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR CALENDAR YEARS BEFORE 2017. LEGENDARY PARTY 450194 317835 132359 76086 6100 50173 SHEPHERDS MEN 1978219 1551062 427157 1000 48843 43006 2450 331858 6 501820 200176 301644 20362 5087 9919 266276 2930233 2069073 861160 1000 145291 48093 18469 648307 861160 0 X 0 0 0 0 0 0 1 0 0 DAVID F APPLE JR MD TREASURER 0 136344 0 3840 0 0 0 13000 0 11 0 153195 0 0 SARAH BATTS EXECUTIVE DIRECTOR 0 252429 0 28250 0 0 0 4875 0 8502 0 294056 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 0 156725 0 4000 0 0 0 12019 0 14974 0 187718 0 0 SARAH MORRISON CEO/PRESIDENT 0 709950 0 274000 0 0 0 13000 0 16955 0 1013905 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 0 383803 0 134500 0 0 0 13000 0 23009 0 554312 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 0 147454 0 2000 0 0 0 8887 0 8839 0 167180 0 0 JONATHAN ROXLAND DIRECTOR OF MAJOR & PLANNE 0 136825 0 2000 0 0 0 4550 0 8502 0 151877 0 0 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 0 183101 0 1900 0 0 0 5150 0 43 0 190194 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S EXECUTIVE LEADERSHIP TEAM APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYES FOR FY 2021, THAT WAS PAID IN FY 2022. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE." X 106 FAIR MARKET VALUE X VARIOUS GIFTS 2 0 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: SHEPHERD CENTER FOUNDATION USES THE ACCRUAL METHOD OF ACCOUNTING. CONTRIBUTIONS ARE PASSED THROUGH TO SHEPHERD CENTER, INC. AND REVENUE FOR NON-CASH CONTRIBUTIONS IS RECORDED ON SHEPHERD CENTER, INC.'S STATEMENT OF OPERATIONS AND FORM 990. SHEPHERD CENTER FOUNDATION DOES NOT RECOGNIZE REVENUE FOR NON-CASH DONATIONS ON THEIR STATEMENT OF OPERATIONS AND THEREFORE THE AMOUNT IN COLUMN C IS ZERO. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: JOHN STEPHENSON, JR., TRUSTEE AND DR. DAVID F. APPLE, JR., TREASURER FAMILY RELATIONSHIP: ELIZABETH ALLEN, TRUSTEE AND JUSTIN JONES, TRUSTEE FAMILY RELATIONSHIP: ANDREW ALIAS, TRUSTEE AND SHEPHERD CENTER BOARD MEMBER, SHALER ALIAS, TRUSTEE, AND FRED ALIAS, SHEPHERD CENTER BOARD MEMBER FORM 990, PART VI, SECTION A, LINE 7B DECISIONS FROM SHEPHERD CENTER FOUNDATION'S BOARD OF TRUSTEES ARE SUBJECT TO OVERSIGHT AND APPROVAL BY THE SHEPHERD CENTER'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS PREPARED BY CARR, RIGGS & INGRAM, LLC WITH THE ASSISTANCE OF THE ACCOUNTING STAFF AT SHEPHERD CENTER. THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER WITH FURTHER CONSULTATION WITH CRI FOR ALL QUESTIONS THAT ARE UNCLEAR AS TO MEANING AND INTENT. THE CHIEF FINANCIAL OFFICER THEN REVIEWS THE FORM 990 WITH THE CHAIRMAN OF THE BOARD, THE CHIEF EXECUTIVE OFFICER, AND THE EXECUTIVE DIRECTOR OF SHEPHERD CENTER FOUNDATION FOR THEIR INPUT AND APPROVAL. SHEPHERD CENTER PROVIDES EACH MEMBER OF THE BOARD WITH A FINAL COPY OF THE FILED 990 UPON COMPLETION OF THE PROCESS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND THE FOUNDATION BOARD OF TRUSTEES ANNUALLY DISCUSS AND SIGN THE CONFLICT OF INTEREST POLICY. IF ANY APPEARANCE OF A CONFLICT OF INTEREST ARISES DURING THE YEAR EITHER IN THE EYES OF A BOARD MEMBER OR STAFF MEMBER, THE RESPECTIVE BOARD DISCUSSES THAT SITUATION AT THAT TIME AND INVESTIGATES AS NEEDED IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR FOR SHEPHERD CENTER FOUNDATION'S COMPENSATION IS DETERMINED BASED ON EXPERIENCE AND COMPENSATION SURVEYS PERFORMED BY THE HUMAN RESOURCES DEPARTMENT OF SHEPHERD CENTER. THIS ENSURES THAT THE EXECUTIVE DIRECTOR'S SALARY IS COMPARABLE TO PEER POSITIONS THROUGHOUT THE COUNTRY. FORM 990, PART VI, SECTION C, LINE 19 SHEPHERD CENTER FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO LISTED FOR PUBLIC USE ON GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED PLEDGE ACTIVITY 77,316,414. CHANGES IN INTERCOMPANY 3,000,623. PART XII, LINE 2C EXPLANATION THERE HAS BEEN NO CHANGE TO THIS PROCESS. FORM 990, SCHEDULES A, B, G, AND M: SHEPHERD CENTER FOUNDATION USES THE ACCRUAL METHOD OF ACCOUNTING. CONTRIBUTIONS ARE PASSED THROUGH TO SHEPHERD CENTER, INC., AND REVENUE FOR CONTRIBUTIONS ARE RECORDED ON SHEPHERD CENTER, INC.'S STATEMENT OF OPERATIONS AND FORM 990. SHEPHERD CENTER FOUNDATION DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS ON ITS STATEMENT OF OPERATIONS, AND, THEREFORE, THE AMOUNTS REPORTED IN PART VIII, SECTION 1 ARE ZERO. SCHEDULES A, B, G, AND M HAVE BEEN COMPLETED TO REFLECT THE CONTRIBUTIONS RECEIVED BUT NOT REPORTED AS REVENUE ON THE STATEMENT OF OPERATIONS. SHEPHERD CENTER INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 510141601 HOSPITAL GA 501(C)(3) 170(B)(1)(A)(III) N/A 0 SHEPHERD CENTER AUXILIARY INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 581451409 DIRECT PATIENT AID & FUNDRAISING ACTIVITIES GA 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 SHEPHERD CENTER INC L 1499652 FMV SHEPHERD CENTER INC N 89055 FMV SHEPHERD CENTER INC O 3267968 FMV SHEPHERD CENTER INC R 25170727 FMV