2024-02-08T12:30:19-06:00 2023-03-31 721396621 CARR RIGGS & INGRAM LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2022-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507310 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN CFO 4043507305 2024-02-04 1 STEPHEN HOLLEMAN 999009999 0 STANLEY M SMITH II P00319916 7703948000 2024-02-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH BATTS 2020 PEACHTREE ROAD NW ATLANTA GA 30309 29013071 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. 37 32 0 1000 0 0 10405 0 0 0 62930 -8282 13351 8443 86686 161 0 0 0 0 3582104 3934872 0 0 5746805 1964371 1811933 5546475 5746805 -5459789 -5746644 141754007 150474806 313686 519981 141440321 149954825 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 5746805 FUNDRAISING FOR SHEPHERD CENTER, INC. 5746805 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 17 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 37 32 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 ANDREW ALIAS CHAIRMAN 1.00 0.00 X X 0 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 621944 38115 SARAH MORRISON CEO 1.00 40.00 X X 0 1278833 31640 SARAH BATTS EXECUTIVE DIRECTOR 40.00 1.00 X X 0 311391 16274 ALANA SHEPHERD SECRETARY 30.00 30.00 X X 0 0 0 ADAM MALONE TRUSTEE 1.00 0.00 X 0 0 0 ANGELA BLANK TRUSTEE 1.00 0.00 X 0 0 0 BONNIE HARDAGE TRUSTEE 1.00 0.00 X 0 0 0 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 134754 13022 DEBBIE HOWARD TRUSTEE 1.00 0.00 X 0 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 1.00 20.00 X 0 155751 29085 DR KEITH DOCKERY TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH ALLEN TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH MORRIS TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH PEARCE TRUSTEE 1.00 0.00 X 0 0 0 ERIC BERNATH TRUSTEE 1.00 0.00 X 0 0 0 FRED HENRITZE TRUSTEE 1.00 0.00 X 0 0 0 JAMES R BALKCOM JR TRUSTEE 1.00 0.00 X 0 0 0 JOHN W STEPHENSON JR TRUSTEE 1.00 0.00 X 0 0 0 KARI CARLOS DUNN TRUSTEE 1.00 0.00 X 0 0 0 KELLY REGAL 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 MARK WEST TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL KEOUGH TRUSTEE 1.00 0.00 X 0 0 0 PAUL DONAHUE TRUSTEE 1.00 0.00 X 0 0 0 RICHARD 'BUCK' WOODRUFF TRUSTEE 1.00 0.00 X 0 0 0 RICHARD HAZEL TRUSTEE 1.00 0.00 X 0 0 0 RON STEWART 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 SHERYL SELLAWAY TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM CHOATE TRUSTEE 1.00 0.00 X 0 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 40.00 0.00 X 0 166298 19157 JONATHAN ROXLAND DIRECTOR OF MAJOR & PLANNE 40.00 0.00 X 0 188942 15999 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 40.00 0.00 X 0 201964 15579 0 3059877 178871 0 0 1 0 LEGENDARY EVENTS PO BOX 53456 ATLANTA GA 30355 EVENT PLANNING SERVICES 473300 AVENUE CATERING CONCEPTS 1236 POWERS FERRY COMMON SE MARIETTA GA 30067 CATERING SERVICES 101561 2 X 13388 13388 14400 6057 8343 8343 8343 27599820 27621490 -21670 -21670 -21670 1385363 2138531 1385363 0 PROMOTION DUES 900099 100 100 100 161 8343 0 -8182 327665 327665 2799965 2799965 600818 600818 206424 206424 3700 3700 57732 57732 1129466 1129466 59183 59183 164727 164727 4275 4275 77882 77882 230396 230396 1407 1407 MISCELLANEOUS 83165 83165 5746805 0 0 5746805 1907 1907 4621635 3735553 136505438 146208110 95415 93096 412748 223676 190478 189072 5090 339134 241978 141754007 150474806 545 90189 313141 429792 313686 519981 X 4955399 3801935 136484922 146152890 141440321 149954825 141754007 150474806 X -5746644 14261148 X X 0 1 X 1 0 X 20093038 23217283 100555544 122069264 88717694 354652823 20093038 23217283 100555544 122069264 88717694 354652823 180701699 173951124 -3059 -3123 90368 81615 6118 171919 354824742 0.49020 0.48900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7234 7234 0 222314 216442 5872 183200 183200 189072 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 2023 AND 2022; 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 2019. LEGENDARY PARTY 1852251 1155601 696650 531719 45915 119016 SHEPHERDS MEN 827281 403524 423757 3209 35178 26727 5845 352798 4 844362 579406 264956 2000 176628 7394 16967 61967 3523894 2138531 1385363 5209 743525 34121 68727 533781 1385363 0 X 0 0 0 0 0 0 1 0 0 SARAH MORRISON CEO 0 827370 0 451463 0 0 0 13500 0 18140 0 1310473 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 0 477940 0 144004 0 0 0 13500 0 24615 0 660059 0 0 SARAH BATTS EXECUTIVE DIRECTOR 0 286391 0 25000 0 0 0 7175 0 9099 0 327665 0 0 PENNY MORRISON-ROSS DIRECTOR OF GLOBAL INITIAT 0 199964 0 2000 0 0 0 6750 0 8829 0 217543 0 0 JONATHAN ROXLAND DIRECTOR OF MAJOR & PLANNE 0 186442 0 2500 0 0 0 6900 0 9099 0 204941 0 0 DEAN MELCHER DIRECTOR OF OPERATIONS 0 164298 0 2000 0 0 0 9721 0 9436 0 185455 0 0 DONALD P LESLIE MD FND SPECIAL ADVISOR 0 151751 0 4000 0 0 0 13000 0 16085 0 184836 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S EXECUTIVE LEADERSHIP TEAM APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYES FOR FY 2023, THAT WAS PAID IN FY 2024. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE." SHERYL SELLAWAY TRUSTEE 83335 CONSULTING SERVICES 0 X 1 FAIR MARKET VALUE X 57 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: ALANA SHEPHERD (CHAIRMAN OF THE BOARD AND TRUSTEE), JAMES H. SHEPHERD, III (PRESIDENT/COO AND BOARD MEMBER), AND W. CLYDE SHEPHERD, III (BOARD MEMBER). FAMILY RELATIONSHIP: SHALER ALIAS (BOARD MEMBER), FRED ALIAS (BOARD MEMBER), AND ANDREW ALIAS (BOARD MEMBER AND TRUSTEE). FAMILY RELATIONSHIP: JOHN STEPHENSON, JR. (TRUSTEE) AND DR. DAVID F. APPLE, JR. (TREASURER, TRUSTEE, AND BOARD MEMBER). FAMILY RELATIONSHIP: JUSTIN JONES (BOARD MEMBER) AND ELIZABETH ALLEN (TRUSTEE). 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 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 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 4,593,180. PERMANENTLY RESTRICTED PLEDGE ACTIVITY -25,535. TEMPORARILY RESTRICTED PLEDGE ACTIVITY 9,693,503. 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 1719938 FMV SHEPHERD CENTER INC N 92757 FMV SHEPHERD CENTER INC O 3934871 FMV SHEPHERD CENTER INC R 79704460 FMV SHEPHERD CENTER INC S 114733 FMV