2026-01-27T15:33:34-06:00 2025-03-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507310 2020 PEACHTREE ROAD NW ATLANTA GA 30309 BETH BOATWRIGHT CFO 4043507305 2026-01-22 1 0 MINAL PATEL P00976165 7703948000 2026-01-22 2024 2025-03-06 01:10:19Z SARAH BATTS 2020 PEACHTREE ROAD NW ATLANTA GA 30309 4918254 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 34 0 1000 0 0 0 14402 0 0 -34246 16174 -12062 -11109 -46308 19467 0 0 0 0 3924350 3703162 0 0 4730601 1033399 1027439 4957749 4730601 -5004057 -4711134 131682222 102929308 246660 348355 131435562 102580953 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 4730601 FUNDRAISING FOR SHEPHERD CENTER, INC. 4730601 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 1 0 0 1 0 0 0 0 1 0 0 0 1 30 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 38 34 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 4043507336 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 ADAM MALONE TRUSTEE 1.00 0.00 X 0 0 0 ALANA SHEPHERD SECRETARY 30.00 30.00 X X 0 0 0 AMY ROLLINS KREISLER TRUSTEE 1.00 0.00 X 0 0 0 ANDREW ALIAS CHAIRMAN 1.00 0.00 X X 0 0 0 ANGELA BLANK TRUSTEE 1.00 0.00 X 0 0 0 BETH BOATWRIGHT CFO 1.00 40.00 X X 0 216638 7070 BRAD COURTS TRUSTEE 1.00 0.00 X 0 0 0 CANDACE KLEIN TRUSTEE 1.00 0.00 X 0 0 0 DAVID DABBIERE TRUSTEE 1.00 0.00 X 0 0 0 DAVID F APPLE JR MD MEDICAL DIRECTOR EMERITUS 1.00 30.00 X 0 130499 13051 DEBORAH HOWARD TRUSTEE 1.00 0.00 X 0 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 1.00 20.00 X 0 147636 33424 DR KEITH DOCKERY TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH MORRIS TRUSTEE 1.00 0.00 X 0 0 0 ERIC BERNATH TRUSTEE 1.00 0.00 X 0 0 0 ERIC BUSKO TRUSTEE 1.00 0.00 X 0 0 0 ERIC SCHELLING TRUSTEE 1.00 0.00 X 0 0 0 FRED HENRITZE TRUSTEE 1.00 0.00 X 0 0 0 GREG DUNAVANT TRUSTEE 1.00 0.00 X 0 0 0 JAMES H SHEPHERD III MEMBER BOD & PRESIDENT/CEO 40.00 40.00 X X 0 632092 36328 JUDGE STEPHANIE ANDERSON TRUSTEE 1.00 0.00 X 0 0 0 KARI CARLOS DUNN TRUSTEE 1.00 0.00 X 0 0 0 KEITH JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 KELLIE SCHONBERG TRUSTEE 1.00 0.00 X 0 0 0 KELLY REGAL TRUSTEE 1.00 0.00 X 0 0 0 KRISTIN REPLOGLE TRUSTEE 1.00 0.00 X 0 0 0 LARRY KELLY TRUSTEE 1.00 0.00 X 0 0 0 MARK WEST TRUSTEE 1.00 0.00 X 0 0 0 MEREDITH FORRESTER TRUSTEE 1.00 0.00 X 0 0 0 RICHARD 'BUCK' WOODRUFF TRUSTEE 1.00 0.00 X 0 0 0 RON STEWART TRUSTEE 1.00 0.00 X 0 0 0 SARAH BATTS SENIOR VP OF ADVANCEMENT 40.00 1.00 X X 0 341666 18568 SARAH BORDERS TRUSTEE 1.00 0.00 X 0 0 0 SARAH MORRISON FORMER CEO 1.00 40.00 X X 0 1601539 29801 SHANE O'KELLY TRUSTEE 1.00 0.00 X 0 0 0 SHERRY ABNEY TRUSTEE 1.00 0.00 X 0 0 0 SHERYL SELLAWAY TRUSTEE 1.00 0.00 X 0 0 0 SPENCER MOORE TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN B HOLLEMAN FORMER CFO 1.00 40.00 X X 0 514607 32652 WILLIAM CHOATE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM STENGEL II TRUSTEE 1.00 0.00 X 0 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 40.00 0.00 X 0 202490 22018 JONATHAN ROXLAND SENIOR DIRECTOR PHILANTHRO 40.00 0.00 X 0 203264 13118 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 40.00 0.00 X 0 165818 16761 0 4156249 222791 0 1 1 0 LEGENDARY EVENTS PO BOX 53456 ATLANTA GA 30355 EVENT PLANNING SERVICES 557073 FROM SIR WITH LOVE LLC 255 VILLAGE PARKWAY NE MARIETTA GA 30067 EVENT PRINTING SERVICES 108116 2 X 14402 14402 576 576 11109 -11109 -11109 -11109 2939559 2923961 15598 15598 15598 1963717 2426801 1963717 0 19467 -11109 0 16174 360234 360234 2589787 2589787 538969 538969 214172 214172 6500 6500 13720 13720 403983 403983 57702 57702 208584 208584 409 409 86399 86399 197832 197832 669 669 MISCELLANEOUS 51641 51641 4730601 0 0 4730601 1907 1906 4262532 3880887 126801348 98507338 99834 110015 412748 225586 187831 187162 328770 242000 131682222 102929308 84043 -14040 162617 362395 246660 348355 X 4667539 4121341 126768023 98459612 131435562 102580953 131682222 102929308 X -4711134 -24143475 X X 0 1 X 1 0 X 100555544 122069264 88717694 38019061 45907724 395269287 100555544 122069264 88717694 38019061 45907724 395269287 172575387 222693900 90368 81615 6118 -34246 16175 160030 395429317 0.56320 0.52970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7234 7234 0 222314 218352 3962 183200 183200 187162 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 2025 AND 2024; 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 2021. LEGENDARY PARTY 1625973 886165 739808 604012 20838 114958 SHEPHERDS MEN 960758 711270 249488 138103 39421 71964 7 1803787 829366 974421 6266 258619 141527 59368 508641 4390518 2426801 1963717 6266 1000734 141527 119627 695563 1963717 0 X 0 0 0 0 0 0 1 0 0 SARAH MORRISON FORMER CEO 0 799798 0 801741 0 0 0 14488 0 15313 0 1631340 0 0 JAMES H SHEPHERD III MEMBER BOD & PRESIDENT/CEO 0 483996 0 148096 0 0 0 8050 0 28278 0 668420 0 0 STEPHEN B HOLLEMAN FORMER CFO 0 304012 0 210595 0 0 0 15250 0 17402 0 547259 0 0 SARAH BATTS SENIOR VP OF ADVANCEMENT 0 308296 0 33370 0 0 0 8050 0 10518 0 360234 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 0 197890 0 4600 0 0 0 11500 0 10518 0 224508 0 0 BETH BOATWRIGHT CFO 0 216638 0 0 0 0 0 0 0 7070 0 223708 0 0 JONATHAN ROXLAND SENIOR DIRECTOR PHILANTHRO 0 200164 0 3100 0 0 0 2600 0 10518 0 216382 0 0 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 0 163568 0 2250 0 0 0 9246 0 7515 0 182579 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 0 144136 0 3500 0 0 0 15244 0 18180 0 181060 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S EXECUTIVE LEADERSHIP TEAM APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYES FOR FY 2025, THAT WAS PAID IN FY 2026. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE." SCHEDULE J, PART II SARAH MORRISON RETIRED FROM CEO POSITION IN SEPTEMBER 2024. STEPHEN B HOLLEMAN RETIRED FROM CFO POSITION IN JULY 2024. SHERYL SELLAWAY TRUSTEE 12138 CONSULTING SERVICES 0 X 2 FAIR MARKET VALUE X 75 FAIR MARKET VALUE X VARIOUS GIFTS 8 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: ALANA SHEPHERD (SECRETARY, CHAIRMAN OF THE BOARD AND TRUSTEE) AND JAMES H. SHEPHERD, III (PRESIDENT/CEO AND BOARD MEMBER). FAMILY RELATIONSHIP: BERNIE MARCUS (BOARD EMERITUS MEMBER) AND BILLI MARCUS (TRUSTEE EMERITUS). FAMILY RELATIONSHIP: KARI CARLOS DUNN (TRUSTEE) AND JOHN A. CARLOS (TRUSTEE EMERITUS). NOTE: THE BOARD'S EMERITI DO NOT VOTE AND THEY ARE NOT EXPECTED TO ATTEND MEETINGS. 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 CRI ADVISORS, 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 VIII, LINE 8: SHEPHERD CENTER FOUNDATION DOES NOT RECOGNIZE ANY REVENUE FOR THE FUNDRAISING AND CONTRIBUTIONS ARE PASSED THROUGH TO SHEPHERD CENTER. PART VIII, LINE 8 IS FILLED OUT TO CLEAR THE EFILE DIAGNOSITCS ONLY SINCE FORM 990 IS NOT ALLOWED TO BE E-FILED WITHOUT REPORTING FUNDRAISING REVENUE ON PART VIII, LINE 8. OTHERWISE, REPORTING IS CONSISTENT WITH THE PRIOR YEARS. FORM 990, PART XI, LINE 9: CHANGES IN INTERCOMPANY 4,164,937. PERMANENTLY RESTRICTED PLEDGE ACTIVITY -18,141. TEMPORARILY RESTRICTED PLEDGE ACTIVITY -28,290,271. 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 1 SHEPHERD CENTER INC L 937330 FMV SHEPHERD CENTER INC N 101218 FMV SHEPHERD CENTER INC O 3703162 FMV SHEPHERD CENTER INC R 82551 FMV SHEPHERD CENTER INC S 74541372 FMV