2018-01-11T13:12:03-06:00 2017-03-31 721396621 CARR RIGGS & INGRAM LLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2016-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507305 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN CFO 4043507305 2018-01-08 1 STANLEY M SMITH II P00319916 7704576606 2018-01-08 12.166.245.140 2018-01-08 11:57:40 ES P 6D8237B86FABF4DFADF82429B75524014951526E A9D9A1C147DE29A3B549467827CA442B43A4D23B 2016 2021-01-29 14:40:06Z SARAH BATTS 2020 PEACHTREE ROAD NW ATLANTA GA 30309 1288135 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. 35 29 0 1003 0 0 0 0 0 0 -3876 -11098 3356 2271 -520 -8827 0 0 0 0 1521104 1545892 0 0 2315932 703166 770040 2224270 2315932 -2224790 -2324759 7513759 3964469 752525 738482 6761234 3225987 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 2315932 FUNDRAISING FOR SHEPHERD CENTER, INC. 2315932 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 1 0 1 0 0 0 0 1 0 0 0 1 24 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 35 29 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 GA FL AL NC SC X X NORA MANGRUM 4043507776 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 K BOYNTON SMITH CHAIRMAN 1.00 0.00 X X 0 0 0 JULI OWENS 1ST VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID F APPLE JR MD BOARD TREASURER 1.00 24.00 X X 0 132974 14866 GARY R ULICNY CEO 1.00 40.00 X X 0 795849 32555 SARAH BATTS EXECUTIVE DIRECTOR 40.00 1.00 X X 0 25307 569 ALANA SHEPHERD SECRETARY 20.00 20.00 X X 0 0 0 SCOTT H SIKES FORMER EXECUTIVE DIRECTOR 40.00 1.00 X X 0 319413 13299 BRIAN D ROGERS TRUSTEE 1.00 0.00 X 0 0 0 CHARLES L CHIP DAVIDSON 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 TRUSTEE 1.00 40.00 X 0 697061 26412 ELIZABETH M ALLEN TRUSTEE 1.00 0.00 X 0 0 0 EUGENE L PEARCE TRUSTEE 1.00 0.00 X 0 0 0 FRANK M BISHOP TRUSTEE 1.00 0.00 X 0 0 0 GEORGE R RIVES CARY MD TRUSTEE 1.00 0.00 X 0 0 0 HUNTER J AMOS TRUSTEE 1.00 0.00 X 0 0 0 JAMES H SHEPHERD JR TRUSTEE 1.00 40.00 X 0 393814 25251 JAMES R JIM CALISE TRUSTEE 1.00 0.00 X 0 0 0 JOSEPH J DEANGELO TRUSTEE 1.00 0.00 X 0 0 0 KAY QUIGLEY TRUSTEE 1.00 0.00 X 0 0 0 LARRY L PRINCE 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 PRICE WOODWARD TRUSTEE 1.00 0.00 X 0 0 0 ROBERT C LOUDERMILK TRUSTEE 1.00 0.00 X 0 0 0 ROBERT L BOB CUNNINGHAM TRUSTEE 1.00 0.00 X 0 0 0 STAN SANDS TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN B HOLLEMAN TRUSTEE 1.00 40.00 X 0 416228 32554 SUSAN M HAWKINS TRUSTEE 1.00 0.00 X 0 0 0 SUZANNE E MOTT DANSBY TRUSTEE 1.00 0.00 X 0 0 0 THOMAS CTOM GALLAGHER TRUSTEE 1.00 0.00 X 0 0 0 TOBY REGAL TRUSTEE 1.00 0.00 X 0 0 0 TRAVIS ELLIS TRUSTEE 1.00 0.00 X 0 0 0 VALERY VOYLES TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM D HOYT TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM M MILLARD CHOATE TRUSTEE 1.00 0.00 X 0 0 0 DEAN MELCHER OPERATIONS DIRECTOR 40.00 0.00 X 0 134067 19089 0 2914713 164595 0 0 1 0 LEGENDARY EVENTS 1380 WEST MARIETTA STREET ATLANTA GA 30318 RENTAL SPACE/CATERING SVC 145234 1 -135 -135 6896 4625 2271 2271 2271 1281374 1292337 -10963 -10963 -10963 -8827 2271 0 -11098 358588 358588 924248 924248 175448 175448 87608 87608 1967 1967 26472 26472 485913 485913 56355 56355 61863 61863 2901 2901 26775 26775 74388 74388 22410 22410 MISCELLANEOUS 10996 10996 2315932 0 0 2315932 1907 1907 1399373 1462423 5759768 2156376 18872 17569 397190 132334 272505 264856 61334 61338 7513759 3964469 -95434 459968 847959 278514 752525 738482 X 988212 1052702 5773022 2173285 6761234 3225987 7513759 3964469 X -2324759 -1210488 X X 0 1 X 1 0 X 5334967 11482534 17418310 17536346 14019187 65791344 5334967 11482534 17418310 17536346 14019187 65791344 7224234 58567110 1275 2723 5132 4124 4202 17456 65808800 0.89000 0.89490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 213990 132334 81656 183200 183200 264856 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. THE CENTER HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 2017 AND 2016; 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. LEGENDARY PARTY 1114253 753722 360531 239892 16345 16695 87599 DERBY DAY 237494 53131 184363 30475 83861 14777 55250 4 1011158 562473 448685 260915 58102 44351 85317 2362905 1369326 993579 531282 158308 75823 228166 993579 0 X 1 1 0 0 0 0 1 0 0 GARY R ULICNY CEO 0 571783 0 224066 0 0 0 12000 0 20555 0 828404 0 0 SCOTT H SIKES FORMER EXECUTIVE DIRECTOR 0 181967 0 0 0 137446 0 4644 0 8655 0 332712 0 0 DONALD P LESLIE MD TRUSTEE 0 557436 0 139625 0 0 0 12000 0 14412 0 723473 0 0 JAMES H SHEPHERD JR TRUSTEE 0 298514 0 95300 0 0 0 10250 0 15001 0 419065 0 0 STEPHEN B HOLLEMAN TRUSTEE 0 333065 0 83163 0 0 0 11999 0 20555 0 448782 0 0 DEAN MELCHER OPERATIONS DIRECTOR 0 133167 0 900 0 0 0 7123 0 11966 0 153156 0 0 PART I, LINES 4A-B SCOTT H. SIKES - SEVERANCE PAYMENT - $137,446 PART I, LINE 6 THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" TO ALL ELIGIBLE EMPLOYEES BECAUSE THE CENTER SUCCESSFULLY MET TARGETED GOALS. THE BOARD RESERVES THE RIGHT TO DECLINE PAY EVEN IF THE CENTER MEETS TARGETED FINANCIAL GOALS IF THE ORGANIZATION DOES NOT MEET OTHER GOALS SUCH AS QUALITY AND CUSTOMER SERVICE GOALS, ETC. BRITTANY WILSON FAMILY MEMBER 21288 EMPLOYEE 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (D) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION X 1 0 FAIR MARKET VALUE X 0 FAIR MARKET VALUE X 41 0 FAIR MARKET VALUE X 2 0 FAIR MARKET VALUE X VARIOUS GIFTS 13 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: JAMES H. SHEPHERD, JR., BOARD MEMBER, AND ALANA S. SHEPHERD, SECRETARY BUSINESS RELATIONSHIP: K. BOYNTON SMITH, CHAIRMAN BUSINESS RELATIONSHIP: W. MILLARD CHOATE, 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 -3,599,737. CHANGES IN INTERCOMPANY 2,389,249. FORM 990, PART XII, LINE 2C: 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 686461 FMV SHEPHERD CENTER INC N 88205 FMV SHEPHERD CENTER INC O 1545892 FMV SHEPHERD CENTER INC R 16916499 FMV SHEPHERD CENTER AUXILIARY INC C 115000 FMV