2025-01-29T09:40:30-06:00 2024-03-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2023-04-01 510141601 SHEPHERD CENTER INC SHEP 4043507310 2020 PEACHTREE ROAD NW ATLANTA GA 30309 BETH BOATWRIGHT CFO 4043507310 2025-01-24 1 0 MINAL PATEL P00976165 7703948000 2025-01-24 2023 2025-03-06 01:10:19Z 2020 PEACHTREE ROAD NW ATLANTA GA 30309 418116011 0 X WWW.SHEPHERD.ORG X 1975 GA SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SHEPHERD CENTER'S MISSION STATEMENT.SHEPHERD CENTER'S MISSION IS TO HELP PEOPLE WITH A TEMPORARY OR PERMANENT DISABILITY CAUSED BY INJURY OR DISEASE REBUILD THEIR LIVES WITH HOPE, INDEPENDENCE, AND DIGNITY, ADVOCATING FOR THEIR FULL INCLUSION IN ALL ASPECTS OF COMMUNITY LIFE WHILE PROMOTING SAFETY AND INJURY PREVENTION. 33 27 2141 1000 145545 0 55015600 129576925 254927377 272104390 4224496 10487282 6218862 5920387 320386335 418088984 0 0 0 0 159543352 162892301 0 0 0 130123841 136079437 289667193 298971738 30719142 119117246 760249608 898923890 88225837 110541328 672023771 788382562 X SHEPHERD CENTER'S PRIMARY PURPOSE IS TO PROVIDE ACUTE AND REHABILITATIVE HOSPITAL CARE TO PATIENTS WITH SPINAL CORD INJURIES, ACQUIRED BRAIN INJURIES, MULTIPLE SCLEROSIS, AND OTHER NEUROMUSCULAR AND NEUROLOGICAL CONDITIONS. WE STRIVE TO BE THE MOST COMPREHENSIVE CATASTROPHIC CARE SPECIALTY HOSPITAL IN THE WORLD, COMMITTED TO IMPROVING OUR PATIENTS' LIVES. 0 0 205384092 272104391 IN REFERENCE TO THE PROVISION OF PATIENT CARE SERVICES, SHEPHERD CENTER IS DEDICATED TO HELPING PEOPLE WHO HAVE EXPERIENCED CATASTROPHIC INJURY OR DISEASE REBUILD THEIR LIVES WITH HOPE, DIGNITY, AND INDEPENDENCE, ADVOCATING FOR THEIR FULL INCLUSION IN ALL ASPECTS OF COMMUNITY LIFE. IN THE LAST FISCAL YEAR, SHEPHERD CENTER INCURRED EXPENSES TO PROVIDE SERVICES FOR 958 INPATIENT ADMISSIONS, 49,317 INPATIENT DAYS, 55,774 DAY PATIENT VISITS, AND 81,940 OUTPATIENT VISITS. 20156634 16528880 BECAUSE OF THE GENEROUS FINANCIAL SUPPORT OF THE COMMUNITY, SHEPHERD CENTER IS ABLE TO PROVIDE MANY COMMUNITY FUNDED SERVICES THAT ARE NOT AVAILABLE IN OTHER HOSPITALS. SHEPHERD CENTER OFFERS SERVICES SUCH AS FAMILY HOUSING AND TRAINING, EXPANDED THERAPEUTIC RECREATION SERVICES, ASSISTIVE TECHNOLOGY AND ADAPTIVE EQUIPMENT, VOCATIONAL TRAINING, AS WELL AS MEDICAL CARE FOR PATIENTS WITHOUT THE ABILITY TO PAY FOR THESE SERVICES. 5843057 4554434 WITH REGARD TO RESEARCH ACTIVITY, SHEPHERD CENTER IS A SITE FOR LEADING-EDGE RESEARCH AND PROVIDES IMPORTANT OUTCOMES TRACKING THAT HELP SHAPE THE FACE OF REHABILITATION IN THE UNITED STATES. OUR VISION IS TO BE A CENTER OF EXCELLENCE IN PATIENT CARE, PARTICIPATING IN RESEARCH THAT WILL ACHIEVE THE HIGHEST OUTCOMES AND IMPROVE THE LIVES OF OUR PATIENTS AND FAMILIES. 231383783 1 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 246 0 1 2141 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 33 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA SC FL NC AL VA ME TN X X X KIMBERLY L LABOONE 4043507336 2020 PEACHTREE RD NW ATLANTA GA 303091402 ALANA SHEPHERD CHAIRMAN 30.00 30.00 X X 0 0 0 JOHN ROOKER BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW ALIAS BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN S DRYMAN BOARD MEMBER 1.00 0.00 X 0 0 0 CLARK H DEAN CHAIR ELECT 1.00 0.00 X X 0 0 0 CYNDAE ARRENDALE BOARD MEMBER 1.00 0.00 X 0 0 0 JARRAD TURNER BOARD MEMBER 1.00 0.00 X 0 0 0 JAMES H SHEPHERD III PRESIDENT/COO 40.00 0.00 X X 555541 0 37108 JAMES D THOMPSON CHAIR ELECT 1.00 0.00 X X 0 0 0 W CLYDE SHEPHERD III BOARD MEMBER 1.00 0.00 X 0 0 0 FRED V ALIAS BOARD MEMBER 1.00 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1.00 X X 1342108 0 36645 SHALER ALIAS BOARD MEMBER 1.00 0.00 X 0 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 40.00 1.00 X X 595887 0 44239 SUSAN HAWKINS BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN R HAMILTON III CHIEF COMPLIANCE OFFICER 40.00 0.00 X 245579 0 4762 BRIAN BARNETTE CHIEF INFORMATION OFFICER/IS PROJECT MANAGER 40.00 0.00 X 402410 0 31674 ATUL KANVINDE CHIEF INFORMATION OFFICER 40.00 1.00 X 0 0 0 KATHERINE CREEK VP OF HUMAN RESOURCES 40.00 0.00 X 307233 0 20586 DEBORAH BACKUS VP RESEARCH AND INNOVATION 40.00 0.00 X 283700 0 29574 JOE NOWICKI VP FACILITY SERVICE 40.00 0.00 X 283888 0 24296 SARAH BATTS SR VICE PRESIDENT FOUNDATION 1.00 40.00 X 324455 0 18745 JO TAPPER VP MARKETING AND COMMUNICA 40.00 0.00 X 293280 0 8455 TIFFANY LECROY CHIEF NURSING OFFICER 40.00 0.00 X 175566 0 43700 TAMARA KING CHIEF NURSE EXECUTIVE 40.00 0.00 X 205094 0 26643 BROCK BOWMAN MD ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 588583 0 43716 WILMA BUNCH VP PATIENT EXPERIENCE 40.00 0.00 X 234768 0 25837 SHERRILL LORING PHYSICIAN 40.00 0.00 X 637428 0 15036 ERIK SHAW PHYSICIAN 40.00 0.00 X 710358 0 39633 PHILIP WEXLER PHYSICIAN 40.00 0.00 X 593764 0 34331 DAVID QUINTERO PHYSICIAN 40.00 0.00 X 596698 0 6599 BEN W THROWER PHYSICIAN 40.00 0.00 X 607455 0 40565 10073555 0 616422 330 0 1 0 BRASFIELD & GORRIE LLC 2999 CIRCLE 75 PARKWAY ATLANTA GA 30339 CONSTRUCTION SERVICES 58727609 CHOATE CONSTRUCTION 8200 ROBERTS DRIVE SUITE 600 ATLANTA GA 30350 CONSTRUCTION SERVICES 31271996 PIEDMONT HEALTHCARE PO BOX 100062 ATLANTA GA 303480062 MEDICAL SERVICES 6370548 PIEDMONT COMMUNITY CONNECT PO BOX 117464 ATLANTA GA 303687464 INFORMATION TECHNOLOGY MAINTENANCE SERVI 2637290 RULE JOY TRAMMELL & RUBIO LLC 300 GALLERIA PARKWAY SUITE 740 ATLANTA GA 30339 ARCHITECTURAL AND DESIGN SERVICES 2117113 47 9512068 120064857 123696 129576925 NET INPATIENT SERVICE 900099 180880046 180880046 NET OUTPATIENT SERVICE 900099 83536129 83536129 NET DAYPATIENT SERVICE 900099 7688215 7688215 272104390 10492309 10492309 22000 27027 -5027 -5027 -5027 CAFETERIA REVENUE 900099 1687185 1687185 ADMINISTRATIVE FEES 532000 76714 76714 RENTAL INCOME 532000 68831 68831 4087657 4087657 5920387 418088984 276192047 145545 12174467 X 10689977 5852482 4837495 120051695 98952979 21098716 4251095 4251095 9530826 7855813 1675013 18368708 7275827 11092881 2346759 1615639 731120 225430 225430 205965 205965 51959 51959 20262451 13845514 6416937 942237 100961 841276 3795892 2452783 1343109 6965509 105346 6860163 2723329 610758 2112571 821278 668359 152919 1369520 700112 669408 1947506 1947506 11603217 2798095 8805122 1289341 176910 1112431 MEDICAL SUPPLIES 70596329 70596329 OTHER DIRECT EXPENSES 6812623 370400 6442223 EQUIPMENT RENTAL & MAIN 4120092 2744466 1375626 ALLOCATION OF INDIRECT 0 14661010 -14661010 298971738 231383783 67587955 0 50240652 16229173 140276058 147018389 2202493 1487075 80581350 93794767 128918 67301 5259000 6384497 4948990 4872551 482436080 213654836 150400286 268781244 307093339 341131300 12505726 10321280 6612796 8836313 760249608 898923890 38683996 46480920 110582 846732 43450100 55850100 5981159 7363576 88225837 110541328 X 459220292 613009731 212803479 175372831 672023771 788382562 760249608 898923890 X 119117246 40541854 -43300309 X X 0 1 X 1 1 1 X 18122 217096 235218 231148565 231383783 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 65958 86399 149890 235218 537465 250000 250000 250000 250000 1000000 1500000 22137 18122 40259 PART II-A SUPPLEMENTAL INFORMATION: SHEPHERD CENTER EMPLOYED ABIGAIL THOMPSON AS THE DIRECTOR OF GOVERNMENT RELATIONS AND ADVOCACY. DURING THIS FISCAL YEAR, SHE WAS INVOLVED IN THE FOLLOWING ACTIVITIES: 1. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE THE GEORGIA GENERAL ASSEMBLY, STATE EXECUTIVE BRANCH, AND APPROPRIATE STATE AGENCIES. 2. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE CONGRESSIONAL OFFICES AND FEDERAL AGENCIES (E.G., CMS). 48082776 22969 48105745 45563086 2519690 48082776 44573483 989603 45563086 44534489 38994 44573483 44441878 92611 44534489 0.00000 1.00000 0.00000 0 0 44910980 44910980 121515800 71733795 49782005 163118120 140563013 22555107 152891180 1358028 151533152 268781244 ANNUITIES PAYABLE 7363576 7363576 X PART V, LINE 4: SHEPHERD CENTER HAS ESTABLISHED MULTIPLE PERMANENT ENDOWMENT FUNDS TO SUPPORT A VARIETY OF COMMUNITY FUNDED PROGRAMS SUCH AS RECREATION THERAPY, HOUSING, ASSISTIVE TECHNOLOGY AND MANY OTHER PROGRAMS THAT ARE NOT TRADITIONALLY OFFERED IN OTHER HOSPITALS. THESE PROGRAMS ARE VALUE ADDED SERVICES THAT ARE NOT REIMBURSED BY THIRD PARTY PAYORS AND ENSURE THAT SHEPHERD CENTER PROVIDES A FULL AND EXPANDED CONTINUUM OF CARE THAT HELPS FULFILL OUR MISSION OF HELPING PATIENTS REBUILD THEIR LIVES TO THE FULLEST EXTENT POSSIBLE. 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 2024 AND 2023; 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 2020. 1 1 1 X 250.000000000000 0 1 1 1 0 1 1 1 1043 5086900 702480 4384420 0.01470 1 1106 4668869 0 4668869 0.01560 2 2149 9755769 702480 9053289 0.03030 70 20159 14069600 7590681 6478919 0.02170 4 481 610487 2257 608230 0.00200 15 7330 1570886 1449635 121251 0.00040 46 805 7250632 6429188 821444 0.00270 1 1 30000 0 30000 0.00010 136 28776 23531605 15471761 8059844 0.02690 138 30925 33287374 16174241 17113133 0.05720 1 800 821753 821753 0.00000 5 2608 119579 83474 36105 0.00010 6 3408 941332 905227 36105 0.00010 0 983424 29158133 46672129 -17513996 X 1 1 1 1 SHEPHERD CENTER INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 WWW.SHEPHERD.ORG 060-500 X X SHEPHERD CENTER INC 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SHEPHERD.ORG X 1 21 1 WWW.SHEPHERD.ORG 0 1 X 250.000000000000 X X X X X 1 1 X X X 1 X SHEPHERD.ORG X SHEPHERD.ORG X SHEPHERD.ORG X X X X X X 1 X 0 0 X 0 0 SHEPHERD CENTER, INC. PART V, SECTION B, LINE 5: TO CONDUCT AND PRODUCE A HIGH-QUALITY 2021 CHNA, A SMALL GROUP OF ENGAGED PARTNERS AND AN EXTERNAL CONSULTANT (DI VITO CONSULTING) GUIDED THE PROCESS AS OUTLINED IN THE 2010 AFFORDABLE CARE ACT. THE CHNA STEERING COMMITTEE CONSISTED OF 14 MEMBERS OF THE CLINICAL AND OPERATIONS TEAMS AT SHEPHERD CENTER.THE STEERING COMMITTEE OVERSAW A PROCESS THAT INCLUDED: - DEMOGRAPHIC ASSESSMENT IDENTIFYING THE NATIONAL, REGIONAL AND LOCAL COMMUNITY SERVED - FOUR FOCUS GROUPS AND KEY COMMUNITY MEMBER INFORMANT INTERVIEWS - COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY OF PERCEIVED HEALTHCARE ISSUES AMONG SHEPHERD PATIENTS - QUANTITATIVE ANALYSIS OF ACTUAL HEALTH CARE ISSUES AND NATIONAL BENCHMARKING DATA AND REPORTS - APPRAISAL OF CURRENT EFFORTS TO ADDRESS THE HEALTHCARE ISSUES - DEVELOPMENT OF PROPOSED STRATEGIZES TO DEPLOY OVER THE NEXT THREE YEARS TO ADDRESS ISSUES COLLECTIVELY, ULTIMATELY WORKING TOWARDS GROWING A HEALTHIER COMMUNITY MEMBERS OF THE STEERING COMMITTEE: DEBORAH BACKUS, VICE PRESIDENT OF RESEARCH AND INNOVATION; BRIAN BARNETTE, CHIEF INFORMATION OFFICER; JACQUELINE BARON-LEE, DIRECTOR OF QUALITY AND OUTCOMES MANAGEMENT; MARSHA HANSON, DIRECTOR OF OUTPATIENT SERVICES; MARIELLEN JACOBS, FAMILY MEMBER/BRAIN INJURY, PEER SUPPORT LIAISON; DIANE JOHNSTON, DIRECTOR OF PROFESSIONAL EDUCATION ; JACQUELINE JONES, DIRECTOR OF ADMISSIONS AND CASE MANAGEMENT; SHARI MCDOWELL, DIRECTOR, SPINAL CORD INJURY REHABILITATION PROGRAM; KATIE METZGER, DIRECTOR, BRAIN INJURY REHABILITATION PROGRAM, LAURIE BAKER, DIRECTOR, DEPARTMENT OF PSYCHOLOGY ; ELLEN PERRY, DIRECTOR OF STRATEGY, SHEPHERD CENTER FOUNDATION ; VINCENZO PISCOPO, PRESIDENT & CEO, UNITED SPINAL ASSOCIATION, AND BOARD OF DIRECTORS, SHEPHERD CENTER; JANE SANDERS, DIRECTOR OF PUBLIC RELATIONS AND DIGITAL MARKETING; MICHAEL YOCHELSON, M.D., CHIEF MEDICAL OFFICERFOUR SEPARATE FOCUS GROUPS, INCLUDING 20 SHEPHERD CENTER STAFF MEMBERS, PATIENTS, FAMILY MEMBERS AND CAREGIVERS, WERE CONDUCTED WITH THE SHEPHERD CONSUMER ADVISORY GROUP, PATIENT FAMILY SUPPORT GROUP, SHEPHERD CASE MANAGERS AND A MULTIPLE SCLEROSIS GROUP. ADDITIONALLY, 22 KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY PARTNER SUBJECT MATTER EXPERTS. THESE INTERVIEWS PROVIDED QUALITATIVE INFORMATION FOR PRIMARY DATA ANALYSIS. KEY INFORMANT INTERVIEW PARTICIPANTS:DEBORAH BACKUS, VICE PRESIDENT OF RESEARCH AND INNOVATION, SHEPHERD CENTER; BRIAN BARNETTE, VICE PRESIDENT AND CHIEF INFORMATION OFFICER, SHEPHERD CENTER; JACQUELINE BARON-LEE, DIRECTOR OF QUALITY AND OUTCOMES MANAGEMENT, SHEPHERD CENTER; ANNA BERRY, PROGRAM MANAGER, ANDREW C. CARLOS MULTIPLE SCLEROSIS INSTITUTE, SHEPHERD CENTER; JACKIE BREITENSTEIN, PROGRAM MANAGER, SHARE MILITARY INITIATIVE, SHEPHERD CENTER; WILMA BUNCH, RD, VICE PRESIDENT OF PATIENT EXPERIENCE, SHEPHERD CENTER; SUSAN CONNORS, PRESIDENT AND CHIEF EXECUTIVE OFFICER, BRAIN INJURY ASSOCIATION OF AMERICA; GENERAL LARRY ELLIS, CEO, ESSE, AND BOARD OF DIRECTORS, SHEPHERD CENTER; MARSHA HANSON, DIRECTOR OF OUTPATIENT SERVICES, SHEPHERD CENTER; EMMA HARRINGTON, M.ED.DIRECTOR OF INJURY PREVENTION AND EDUCATION, SHEPHERD CENTER; MARIELLEN JACOBS, FAMILY MEMBER/BRAIN INJURY PEER SUPPORT LIAISON, SHEPHERD CENTER; JACQUELINE M. JONES, DIRECTOR OF ADMISSIONS AND CASE MANAGEMENT, SHEPHERD CENTER; SHARI MCDOWELL, DIRECTOR, SPINAL CORD INJURY REHABILITATION PROGRAM, SHEPHERD CENTER; KATIE METZGER, DIRECTOR OF BRAIN REHABILITATION PROGRAM, SHEPHERD CENTER; KATIE MOONEY SR. MANAGER OF COMMUNITY BENEFIT AND POPULATION HEALTH, GRADY HEALTH; SARAH MORRISON, PRESIDENT AND CEO, SHEPHERD CENTER; LAURIE BAKER, DIRECTOR, DEPARTMENT OF PSYCHOLOGY, SHEPHERD CENTER; KAREN NELSON, TEAM LEAD, GEORGIA'S AGING AND DISABILITY RESOURCE CONNECTION; VINCENZO PISCOPO, PRESIDENT AND CEO, UNITED SPINAL ASSOCIATION, BOARD OF DIRECTORS, SHEPHERD CENTER; JAMIE SHEPHERD, CHIEF OPERATING OFFICER, SHEPHERD CENTER; CHRIS WELLS, EXECUTIVE DIRECTOR, GEORGIA VOCATIONAL REHABILITATION AGENCY; MICHAEL YOCHELSON, M.D., CHIEF MEDICAL OFFICER, SHEPHERD CENTER SHEPHERD CENTER, INC. PART V, SECTION B, LINE 13H: FAMILY SIZE SHEPHERD CENTER, INC. PART V, SECTION B, LINE 16J: WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED. PART V, SECTION B, LINE 11: THE CHNA IDENTIFIED THE FOLLOWING COMMUNITY HEALTH NEEDS:1. FITNESS AND PHYSICAL ACTIVITIES2. EXPANDED ACCESS TO SHEPHERD CENTER-LEVEL SERVICES3. COMMUNITY-BASED ACCESS TO SPECIALIZED HEALTHCARE PROVIDERS4. FINANCIAL STABILITY AND INSURANCE COVERAGE5. EXPANDED ACCESS TO MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICES6. EXPANDED ACCESS TO WELLNESS AND NUTRITIONAL PROGRAMSSHEPHERD CENTER HAS STRATEGIES, AS DESCRIBED BELOW, TO ADDRESS THE COMMUNITY HEALTH NEEDS FOR INDIVIDUALS WITH SCI, ABI, STROKE AND MS.1. FITNESS AND PHYSICAL ACTIVITIES NEED FOR IMPROVED, COMMUNITY-BASED ACCESS TO FITNESS, IN GENERAL, AND PHYSICAL ACTIVITIES/PROGRAMS DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH SCI, ABI, STROKE AND MS.- THROUGH A PARTNERSHIP WITH BURNALONG (BURNALONG.COM), AN INDEPENDENT ONLINE WELLNESS PLATFORM, SHEPHERD-DEVELOPED AND BRANDED NUTRITION AND EXERCISE EDUCATIONAL VIDEOS WILL BE AVAILABLE ON THE PLATFORM. SHEPHERD PATIENTS, NON-PATIENTS AND THEIR COMMUNITY-BASED SUPPORTERS AND CAREGIVERS WILL HAVE ACCESS TO THESE MATERIALS SO THEY CAN BE USED AT ANY LOCAL GYM AND FITNESS CENTER, OR AT HOME. - STRIVE TO INCREASE REMOTE CLASSES THROUGH THE BURNALONG PARTNERSHIP. - CONTINUE SHEPHERD CENTER'S 11 SPORTS TEAMS RANGING FROM FENCING, RUGBY, BASKETBALL, TENNIS AND WATER SKIING TO SOCCER WHICH ALLOW OUR COMMUNITY TO STAY FIT AND ACTIVE. - CONTINUE PARTNERSHIP WITH BLAZE SPORTS, ENCOURAGING HEALTH AND WELLNESS/SPORTS TEAMS FOR YOUTHS AND VETERANS. - INCREASE ACCESS AND KNOWLEDGE OF APPS THAT PROMOTE INDIVIDUALS TO ACHIEVE AND MAINTAIN A HEALTHY LIFESTYLE BY DOING EXERCISES SHOWN AND DESCRIBED IN HOW-TO VIDEOS. - THROUGH TELEREHABILITATION, CONTINUE INCREASING THE NUMBER OF HEALTH-RELATED VIRTUAL CLASSES.2. EXPANDED ACCESS TO SHEPHERD CENTER-LEVEL SERVICES NEED FOR EXPANDED COMMUNITY ACCESS TO SHEPHERD SERVICES AND EXPERTISE (INDIVIDUALS WITH SCI, ABI, STROKE AND MS, AND AMONG HEALTHCARE PROFESSIONALS). - EDUCATE HEALTHCARE PROFESSIONALS ("TRAIN THE TRAINER" PROGRAMS). - PROVIDE SHEPHERD DOCTORS VOLUNTEER HOURS WITHIN THE COMMUNITY THROUGH ORGANIZATIONS LIKE THE GEORGIA REHABILITATION SERVICE VOLUNTEER PARTNERSHIP (GA RSVP CLINIC). - SHARE RESEARCH MORE BROADLY, I.E., BE THE "EXPORTERS OF EXCELLENCE." THIS WILL BE ACHIEVED BY PUBLISHING RESEARCH RESULTS, SITTING ON VARIOUS COMMITTEES AND BOARDS AND/OR SHARING INFORMATION VIA SOCIAL MEDIA. THIS YOUTUBE VIDEO WITH DR. THROWER OF SHEPHERD CENTER IS AN EXAMPLE: BIT.LY/3NKMJPL - CONTINUE TO EXPAND TELEHEALTH AND TELEREHABILITATION REACH FOR SHEPHERD PATIENTS AS ALLOWED BY REGULATORY BODIES. AT THE TIME OF THIS WRITING, THE NATION IS OPERATING UNDER THE FEDERAL GOVERNMENT'S DECLARED COVID-19 PUBLIC HEALTH EMERGENCY, ALLOWING PHYSICIANS AND OTHER PROFESSIONALS TO PROVIDE TELEHEALTH, TELEREHABILITATION AND OTHER WEB-BASED SERVICES WITHOUT NEEDING TO BE LICENSED IN EVERY STATE. ONCE THE PUBLIC HEALTH EMERGENCY IS LIFTED, SHEPHERD MAY HAVE MORE DIFFICULTY REACHING PATIENTS IN OTHER STATES REQUIRING INDIVIDUAL LICENSURES INSTEAD OF BELONGING TO A COMPACT THAT ALLOWS RECIPROCITY (I.E., PSYPACT FOR PSYCHOLOGISTS). SHEPHERD STAFF WILL NEED TO BE KNOWLEDGEABLE OF WHICH STATES ALLOW RECIPROCITY AND THE LEVEL OF SERVICE THAT CAN BE OFFERED E.G., TELECOUNSELING MAY BE ALLOWED, BUT TELEREHABILITATION MAY NOT BE ALLOWED. - INCREASE OUTREACH TO HISPANIC INDIVIDUALS BY CREATING ADDITIONAL PUBLICATIONS, MARKETING COLLATERAL AND OTHER WRITTEN COMMUNICATIONS AVAILABLE IN SPANISH (SOME CURRENTLY AVAILABLE AT SHEPHERD.ORG/ESPANOL). 3. COMMUNITY-BASED ACCESS TO SPECIALIZED HEALTH CARE PROVIDERS NEED FOR IMPROVED AND EXPANDED ACCESS TO COMMUNITY-BASED HEALTH CARE PROVIDERS WHO ARE EDUCATED OR TRAINED TO WORK WITH AND SUPPORT INDIVIDUALS WITH SCI, ABI, STROKE AND MS. - CONTINUE TO GROW ENGAGEMENT AND PARTNERSHIP WITH CAN DO MS, AN EXPERIENTIAL LEARNING MS NON-PROFIT. LEVERAGING A SHEPHERD NEUROLOGIST WHO IS ALSO CAN DO MS BOARD MEMBER, SHEPHERD PROVIDES THIS NETWORK WITH VIRTUAL AND ON-SITE EDUCATION AND HEALTHCARE PROVIDER RESOURCES. THIS ENGAGEMENT WILL BE EXPANDED IN THE NEXT THREE YEARS. - EXPAND THE KNOWLEDGE OF COMMUNITY-BASED PROFESSIONALS ON THE UNIQUE NEEDS OF OUR PATIENTS THROUGH THE NEUROREHABILITATION LEARNING INSTITUTE. CONTINUE TO BECOME ACCREDITED BY APPROPRIATE ORGANIZATIONS, ENABLING SHEPHERD TO PROVIDE CONTINUING EDUCATION CREDITS TO COMMUNITY HEALTHCARE PROFESSIONALS AND CARE PROVIDERS ACROSS MULTIPLE DISCIPLINES. - INCREASE THE NUMBER OF FELLOWSHIPS FOR ABI, SCI, MS, PAIN AND PSYCHOLOGY THROUGH THE INSTITUTE OF HIGHER LEARNING. - USE TECHNOLOGY MORE EFFECTIVELY TO PROVIDE EDUCATIONAL SESSIONS. FULLY IMPLEMENT THE PROGRAM FUNDED BY ANDEE'S ARMY, WHICH IS FOCUSED ON DEVELOPING ADOLESCENT AND YOUNG ADULT PEER MENTORING AND MENTAL HEALTH ASSESSMENT AND INTERVENTION PROGRAMS. 4. FINANCIAL STABILITY AND INSURANCE COVERAGE NEED TO ENSURE THAT FINANCIAL CONCERNS AND CONSTRAINTS ARE NOT A BARRIER TO INDIVIDUALS WITH ABI, STROKE, SCI AND MS RECEIVING SPECIALIZED CARE AS INPATIENTS OR OUTPATIENTS, NOR DO THEY PREVENT A SUCCESSFUL RETURN TO HOME, WORK/SCHOOL AND LIFE IN THE COMMUNITY.- CONTINUE TO ADVOCATE FOR THE EXPANSION OF MEDICAID IN GEORGIA AND OTHER STATES, AND HELP OUT-OF-STATE PATIENTS WHO BECOME ELIGIBLE FOR GEORGIA MEDICAID DETERMINE IF THERE IS MEDICAID RECIPROCITY THEY CAN BENEFIT FROM UPON MOVING BACK TO THEIR HOME STATE. - CONTINUE TO WORK WITH INSURANCE CARRIERS TO EXPAND COVERED SERVICES. - CONTINUE TO WORK WITH GOVERNMENTAL AGENCIES AND NONPROFITS TO INCREASE FINANCIAL STABILITY. FOR EXAMPLE, GEORGIA HAS A BRAIN AND SPINAL CORD INJURY TRUST FUND THAT REDUCES THE FINANCIAL BURDEN OF GEORGIA PATIENTS. IDENTIFYING STATES THAT DO NOT HAVE A SIMILAR TRUST FUND AND ADVOCATING FOR THE CREATION OF ONE IS A WAY TO REDUCE BARRIERS TO SPECIALIZED CARE. - BUILD NEW AND EXPANDED PATIENT FAMILY HOUSING A KEY OBJECTIVE IN THE EXISTING SHEPHERD 2020-2025 STRATEGIC PLAN.- CONTINUE TO ASSIST PATIENTS IN APPLYING FOR SUPPLEMENTAL SECURITY INCOME (SSI) OR SOCIAL SECURITY DISABILITY INSURANCE (SSDI). - IN ADDITION TO CONTINUING SHEPHERD'S PATIENT EQUIPMENT FUND (FOR EQUIPMENT) AND PATIENT ASSISTANCE FUND (FOR SUPPLIES, MEDICATION, ETC.) NOT COVERED BY INSURANCE, EXPAND EFFORTS TO ENCOURAGE DONATIONS TO ATLANTA-BASED FODAC (FRIENDS OF DISABLED ADULTS AND CHILDREN), ENABLING THE ORGANIZATION TO PROVIDE MORE EQUIPMENT TO INDIVIDUALS. 5. EXPANDED ACCESS TO MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICES NEED FOR MORE COMMUNITY-BASED MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICE PROVIDERS EQUIPPED TO MEET THE UNIQUE NEEDS OF INDIVIDUALS WITH AN ABI, STROKE, SCI OR MS.- INCREASE NETWORK OF COUNSELORS WHO ARE KNOWLEDGEABLE OF SPECIALIZED MENTAL HEALTH AND EMOTIONAL WELL-BEING ISSUES. PROVIDE STUDENT TRAINING IN REHABILITATION PSYCHOLOGY, NEUROPSYCHOLOGY AND PSYCHOMETRY. CONTINUE MONTHLY INTERDISCIPLINARY CLINICS WHERE VOLUNTEER PROVIDERS, INCLUDING PSYCHOLOGISTS, LICENSED PROFESSIONAL COUNSELORS AND SOCIAL WORKERS, PROVIDE SERVICES.- INCREASE THE NUMBER OF PARTNERSHIPS WITH INDIVIDUAL COUNSELORS, NONPROFITS AND GOVERNMENTAL AGENCIES. SHEPHERD CENTER APPLIED FOR AND WAS AWARDED AN ANDEE'S ARMY GRANT TO DEVELOP ADOLESCENT AND YOUNG ADULT PEER MENTORING AND MENTAL HEALTH ASSESSMENT AND INTERVENTION. THIS THREE-YEAR GRANT STARTING IN LATE 2021 WILL INCLUDE WORKING WITH LOCAL UNIVERSITIES AND COUNSELING CENTERS TO PROVIDE TRAINING AND DEVELOPMENT OF AN APP TO PROVIDE OUTREACH WHEREVER AND WHENEVER NEEDED. - CONTINUE PROVIDING SHEPHERD TRAINING TO THESE PROFESSIONALS. STAFF MEMBERS VOLUNTEER TO TEACH CLASSES AND SERVE AS GUEST SPEAKERS AT LOCAL AND NATIONAL UNIVERSITIES FOR PSYCHOLOGY AND MEDICAL SCHOOL COURSES. EMPLOYEES ARE MEMBERS OF THE GEORGIA PSYCHOLOGICAL ASSOCIATION AND AMERICAN PSYCHOLOGICAL ASSOCIATION TO PROVIDE EDUCATION AND UPDATE RESOURCES FOR OUR PATIENTS. CONTINUE THE APPCN FELLOWSHIP, SHEPHERD'S NATIONALLY RECOGNIZED, TWO-YEAR CLINICAL NEUROPSYCHOLOGY TRAINING FELLOWSHIP. PART V, SECTION B, LINE 11: 6. EXPANDED ACCESS TO WELLNESS AND NUTRITIONAL PROGRAMS NEED FOR EXPANDED AND ENHANCED SHEPHERD WELLNESS AND NUTRITIONAL PROGRAMS FOR PATIENTS, THEIR CARE PROVIDERS AND FAMILY MEMBERS.- INCREASE THE NUTRITIONAL EDUCATION PROVIDED TO PATIENTS, CARE PROVIDERS AND FAMILY MEMBERS THROUGH ALL COMMUNICATION VEHICLES AVAILABLE. DEVELOP EDUCATIONAL AND OUTREACH PROGRAMS VIA PARTNERSHIPS AND CONTRACTS WITH INSURANCE COMPANIES FOR THEIR CLIENTS. - THROUGH A PARTNERSHIP WITH BURNALONG (BURNALONG.COM), AN INDEPENDENT ONLINE WELLNESS PLATFORM, ADD SHEPHERD-DEVELOPED AND BRANDED NUTRITION AND EXERCISE EDUCATIONAL VIDEOS TO THE PLATFORM. SHEPHERD PATIENTS, NON-PATIENTS AND THEIR COMMUNITY-BASED SUPPORTERS AND CARE PROVIDERS WILL HAVE ACCESS TO THESE MATERIALS FOR USE IN THEIR COMMUNITY AT GYMS AND FITNESS CENTERS OF THEIR CHOICE, AS WELL AS AT HOME. - STRIVE TO INCREASE REMOTE NUTRITIONAL AND WELLNESS CLASSES THROUGH THE BURNALONG PARTNERSHIP AND OTHER AVENUES AND MOBILE APPS.FOR ADDITIONAL DETAILS AND INFORMATION REGARDING EACH NEED AND SHEPHERD IMPLEMENTATION PLANS AND PROGRESS, PLEASE VISIT WWW.SHEPHERD.ORG FOR OUR COMMUNITY HEALTH NEEDS ASSESSMENT POSTED UNDER ABOUT SHEPHERD CENTER/PUBLICATIONS. 3 1 - SHARE MILITARY INIT & COMPLEX CONCUSSION 80 PEACHTREE PARK DRIVE NE ATLANTA GA 30309 OUTPATIENT CENTER SERVING INJURED SERVICEMEN AND WOMEN 2 - SHEPHERD PATHWAYS 1942 CLAIRMONT ROAD DECATUR GA 30033 OUTPATIENT CENTER SERVING BRAIN INJURY PATIENTS 3 - PATHWAY RESIDENTIAL 2086 AZALEA CIRCLE DECATUR GA 30033 RESIDENTIAL UNITS SERVING BRAIN INJURY PATIENTS PART I, LINE 3C: IF INCOME EXCEEDS 250% OF THE FEDERAL POVERTY GUIDELINES, ADDITIONAL INFORMATION MAY BE REQUIRED FROM THE PATIENT OR GUARANTOR TO DETERMINE IF ASSISTANCE CAN BE GRANTED BASED ON A 'MEDICALLY NEEDY' SITUATION RESULTING FROM THE CATASTROPHIC EVENT NECESSITATING ADMISSION TO SHEPHERD CENTER. PART II, COMMUNITY BUILDING ACTIVITIES: SHEPHERD CENTER'S COMMUNITY BUILDING ACTIVITIES ARE CONCENTRATED IN THE FOLLOWING AREAS:- ADVOCACYSHEPHERD CENTER'S ADVOCACY PROGRAM IS RESPONSIBLE FOR THE FOLLOWING:1.SERVE AS A PRIMARY LIAISON BETWEEN SHEPHERD CENTER AND THE DISABILITYCOMMUNITY.2.PROVIDE DAY-TO-DAY EXPERTISE ON DISABILITY RIGHTS ISSUES.3.PROMOTE DISABILITY RIGHTS.4.SUPPORT THE DEVELOPMENT OF LOCAL AND NATIONAL CAMPAIGNS RELATED TO HOME AND COMMUNITY BASED SERVICES (HCBS), ACCESSIBLE, AFFORDABLE, INTEGRATED HOUSING, AFFORDABLE, INTEGRATED HOUSING, REUSE EFFORTS AND INCLUSIVE EMERGENCY MANAGEMENT.- HOUSINGHAVING THE FAMILIES AND LOVED ONES INVOLVED IN REHABILITATION AFTER A CATASTROPHIC INJURY IS IMPERATIVE TO THE SUCCESSFUL TRANSITION TO COMMUNITY, HOME, WORK AND/OR SCHOOL. SHEPHERD CENTER OFFERS HOUSING FOR 30 DAYS FOR FAMILIES WHO TRAVEL MORE THAN 60 MILES FROM ATLANTA TO GET TO SHEPHERD CENTER. THIS SUPPORT IS CRUCIAL AND APPRECIATED BY FAMILIES AS IT ENABLES THEM TO FOCUS ON THEIR LOVED ONE GETTING BETTER AND NOT THE FINANCIAL BURDENS AND STRESS THAT COMES WITH MOVING FROM HOME FOR CARE. COMPLIMENTARY HOUSING IS ALSO OFFERED FOR DAY PROGRAM PATIENTS AS A WAY TO EXPERIENCE WHAT THEY HAVE LEARNED IN THE INPATIENT SETTING AND PUT IT TO WORK IN A SAFE ENVIRONMENT. THE HOUSING PROGRAM HELPS ALLEVIATE STRESS AND UNCERTAINTY AS PATIENTS TRANSITION BACK TO THEIR HOME AND COMMUNITY. IN ORDER TO PROVIDE A PEER SUPPORT COMMUNITY FOR MILITARY PATIENTS, HOUSING IS PROVIDED AT BISCAYNE PLACE, AN APARTMENT COMPLEX WITHIN TWO MILES OF SHEPHERD CENTER. MOST EVERY FAMILY MEMBER THAT STAYS IN THE WOODRUFF FAMILY RESIDENCECENTER HAS SHARED THAT, BY HAVING HOUSING AVAILABLE TO THEM, SHEPHERD CENTER HAS ALLEVIATED THE STRESS AND WORRY OF TRYING TO FIND AND PAY FOR A PLACE TO STAY. PLUS, THEY ARE SO CLOSE TO THEIR LOVED ONES AT THE HOSPITAL, IT GIVES THEM A SENSE OF SECURITY AND CONVENIENCE THEY WOULDN'T HAVE HAD OTHERWISE.-INJURY PREVENTIONSHEPHERD CENTER BEGAN ITS INJURY PREVENTION EFFORTS IN 1995, FORMALIZING THE PROGRAM IN 2012. IN THIS TIME, SHEPHERD CENTER HAS BECOME A LEADER IN PREVENTION THROUGHOUT GEORGIA, CREATING EVIDENCE-BASED PROGRAMS TO LESSEN THE INCIDENCE OF CATASTROPHIC BRAIN AND SPINAL CORD INJURY. SHEPHERD CENTER FOCUSES ON THE FOLLOWING PROGRAMS:1. SHEPHERD CENTER'S BRAIN AND SPINAL CORD INJURY CURRICULUM SAFETY EDUCATION RELATED TO PARTICULAR ACTIVITIES INCLUDING: CONTACT SPORTS, WATER SPORTS AND DIVING INJURIES; BICYCLE, MOTORCYCLES, AND ALL-TERRAIN VEHICLE SAFETY; SAFE DRIVING; AND GUN SAFETY. DESIGNED FOR SCHOOL SYSTEMS, THIS THREE-WEEK CURRICULUM COVERS ANATOMY, CAREERS IN MEDICINE AND REHABILITATION, AND INJURY PREVENTION2. DIVING INJURY AWARENESS - USING DATA FROM A TEN-YEAR RETROSPECTIVE STUDY ON LOCAL AND NATIONWIDE DIVING INJURIES, SHEPHERD CENTER'S INJURY PREVENTION PROGRAM HAS CREATED SEVERAL DIVING INTERVENTIONS TARGETED TO THE MOST AT-RISK POPULATIONS INCLUDING "FEET FIRST, EVERYTIME" SOCIAL MEDIA PASS THAT ARE PROMOTED DURING PEAK SWIMMING/WATER SPORTS SEASON AND TV INTERVIEWS AND RADIO SEGMENTS TARGETED TO AT-RISK DEMOGRAPHICS.3. RESCUE PROGRAM - SHEPHERD CENTER LAUNCHED RESCUE, A COMMUNITY SERVICE PROGRAM PROVIDING HOME ALERT LABELS AND EDUCATION FOR PEOPLE WITH PHYSICAL AND COGNITIVE LIMITATIONS IN EMERGENCY SITUATIONS. THE MISSION IS TO AID IN QUICKER RESPONSE TIMES AND CREATE BETTER EMERGENCY PLANS.4. ELECTRIC SCOOTER SAFETY SHEPHERD CENTER HAS NOTICED RISING ELECTRIC SCOOTER-RELATED INJURIES. SHEPHERD CENTER HAS PARTNERED WITH THE GOVERNOR'S OFFICE OF HIGHWAY SAFETY TO FACILITATE THIS ELECTRIC SCOOTER SAFETY PROGRAM FOR THE COMMUNITY. THIS PROGRAM PROVIDES EDUCATION FOR YOUR SCHOOL, GOVERNMENT, AND RESTAURANT WITH RESOURCES SUCH AS SAFETY CHECKLISTS, SOCIAL MEDIA KITS, INFOGRAPHICS, RESEARCH AND STATS, SAFETY EVENTS, AND MORE. SHEPHERD CENTER HAS A SCOOT SAFE WEBSITE IN WHICH ANYONE CAN LEARN ABOUT SCOOTER SAFETY IN THE COMMUNITY.5. CAR SEAT SAFETY CHECKS - SHEPHERD CENTER OFFERS FREE CAR SEAT SAFETY CHECKS FOR PATIENTS, FAMILIES, AND THE COMMUNITY. OUR TRAINED SPECIALISTS ARE AVAILABLE TO TEACH YOU HOW TO SAFELY INSTALL YOUR CAR SEAT AND ENSURE YOUR CHILD IS SAFE RIDING IN IT. THESE CAR SEAT CHECKS ARE GREAT FOR NEW PARENTS AND PEOPLE WHO WANT TO DOUBLE-CHECK THEY ARE INSTALLED CORRECTLY.6. BUNK BEAD SAFETY SHEPHERD CENTER TEACHES HOW SAFETY RAILS SAVE LIVES FROM BUNK AND LOFT BED FALLS IN HOMES AND COLLEGE DORMS. PART III, LINE 2: BAD DEBT EXPENSE IS RECORDED AT COST BASED ON ACTUAL BAD DEBT CHARGES WRITTEN OFF DURING THE FISCAL YEAR MULTIPLIED BY THE RATIO OF COST TO CHARGES FOR THE FISCAL YEAR. PART III, LINE 4: THE CENTER GRANTS CREDIT WITHOUT COLLATERAL TO ITS PATIENTS, MOST OF WHOM ARE INSURED UNDER THIRD-PARTY PAYOR AGREEMENTS. PATIENT ACCOUNTS RECEIVABLE ARE REPORTED AT THEIR NET REALIZABLE VALUE FROM THIRD-PARTY PAYORS, PATIENTS, RESIDENTS AND OTHERS FOR SERVICES RENDERED. ALLOWANCES ARE PROVIDED FOR THIRD-PARTY PAYORS BASED ON ESTIMATED REIMBURSEMENT RATES. ALLOWANCES ARE ALSO PROVIDED FOR DOUBTFUL ACCOUNTS BASED ON AN ESTIMATE OF UNCOLLECTIBLE ACCOUNTS. WRITE-OFF OF UNCOLLECTIBLE ACCOUNTS IS DETERMINED ON A CASE-BY-CASE BASIS AFTER A REVIEW OF THE CIRCUMSTANCES SURROUNDING THE INDIVIDUAL PATIENT ACCOUNTS.FOR FINAL SETTLEMENTS THAT HAVE NOT BEEN REACHED FOR BAD DEBT EXPENSE WITH MEDICARE FOR ANY FISCAL YEARS, MANAGEMENT EXPECTS THAT THE AMOUNTS PAYABLE OR RECEIVABLE FOR THE UNSETTLED YEARS WILL APPROXIMATE THE AMOUNTS INCLUDED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. ANY ADJUSTMENTS TO AMOUNTS PREVIOUSLY RECORDED, BASED ON FINAL SETTLEMENTS, ARE RECORDED IN THE PERIOD OF FINAL SETTLEMENT. PART III, LINE 8: SHEPHERD IS NOT TREATING ANY AMOUNT OF LINE 7 AS A COMMUNITY BENEFIT. THE AMOUNT ON LINE 6 IS DETERMINED BY MULTIPLYING GROSS MEDICARE CHARGES X SHEPHERD'S COST TO CHARGE RATIOS FOR INPATIENT AND OUTPATIENT. PART III, LINE 9B: ACCORDING TO SHEPHERD CENTER'S DEBT COLLECTION POLICY, ALL PATIENTS ARE ASKED TO COMPLETE A FINANCIAL SCREENING AT THE TIME OF REGISTRATION. IF A PATIENT IS APPROVED FOR ASSISTANCE BASED ON THE FINANCIAL DATA SUPPLIED, ANY PATIENT BALANCES WILL BE APPLIED TO A CHARITY ALLOWANCE BASED ON THE HOSPITAL'S FINANCIAL ASSISTANCE TO PATIENTS POLICY. PART VI, LINE 2: PRIMARY DATA USED TO INFORM THE CHNA CAME FROM THE FOUR FOCUS GROUPS CONSISTING OF 20 INDIVIDUALS. THE FOCUS GROUPS WERE CONDUCTED VIRTUALLY FOR ONE HOUR EACH AND FOCUSED ON QUESTIONS RELATED TO THE PARTICIPANTS' PERCEPTIONS OF THE COMMUNITY HEALTH NEEDS OF PATIENTS THAT SHEPHERD CENTER SERVES. FOCUS GROUP PARTICIPANTS INCLUDING SHEPHERD CENTER STAFF, PATIENTS, FAMILY MEMBERS AND CAREGIVERS. ADDITIONALLY, DATA AND INPUT WERE OBTAINED THROUGH 22 KEY INFORMANT INTERVIEWS, WHICH INCLUDED PARTICIPANTS WITHIN SHEPHERD CENTER AND EXTERNAL CONSTITUENCIES. THE INTERVIEWS WERE CONDUCTED VIRTUALLY FOR 45 MINUTES TO ONE HOUR EACH. THE LIST OF PARTICIPANTS AND THE INTERVIEW QUESTIONS ARE INCLUDED IN THE APPENDIX OF THE 2021 CHNA.FINALLY, IN PARTNERSHIP WITH THE VICE PRESIDENT OF RESEARCH AND INNOVATION AND THE TEAM, THE STEERING COMMITTEE DEVELOPED A 26-QUESTION PATIENT SURVEY, WHICH WAS EMAILED TO 3,018 INPATIENTS AND OUTPATIENTS COVERING THE PRIOR THREE YEARS (2018-2020). RESPONDENTS COULD COMPLETE THE SURVEY ONLINE OR COMPLETE IT BY PHONE BY CONTACTING SHEPHERD CENTER. RESPONDENTS COMPLETED 221 SURVEYS FOR A 27% RESPONSE RATE. THE SURVEY QUESTIONS, RESPONDENT INFORMATION AND QUANTITATIVE SURVEY RESULTS ARE INCLUDED IN THE APPENDIX OF THE 2021 CHNA. SECONDARY DATA INCLUDED THE INFORMATION GATHERED FROM STATE AND LOCAL DEPARTMENTS AND THE CHNAS OF OTHER NATIONAL SPECIALTY HOSPITALS. IN ADDITION, THE KEY INFORMANT INTERVIEWS RESULTED IN OTHER DATA POINTS, WHICH AIDED IN THE COMPLETION OF THE CHNA, INCLUDING: - NATIONAL SPINAL CORD INJURY STATISTICAL CENTER (NSCISC), SPINAL CORD INJURY MODEL SYSTEMS, 2020 ANNUAL REPORT COMPLETE PUBLIC VERSION - NATIONAL SPINAL CORD INJURY STATISTICAL CENTER (NSCISC), RECENT TRENDS IN SPINAL CORD INJURY, 2020 - SHEPHERD CENTER, PURSUING POSSIBLE, THE CAMPAIGN FOR SHEPHERD CENTER (2020) - SHEPHERD CENTER STRATEGIC PLAN 2020 2025 - SHEPHERD CENTER ADMITS, FY 2020 FY 2021 - SHEPHERD CENTER TRENDS IN INJURY SOURCE, FY 2018 2021 (DECEMBER 2020) - SHEPHERD CENTER COMMUNITY BENEFIT REPORT, APRIL 2019 MARCH 2020 - SHEPHERD CENTER PATIENT DEMOGRAPHICS, 2016 2020 - SHEPHERD CENTER RESEARCH AND INNOVATION, 2020 - SHEPHERD CENTER CY 2016, CY 2017, CY 2018 AND CY 2020 QUALITY AND SAFETY PERFORMANCE REPORTS - GRADY HEALTH SYSTEM COMMUNITY BENEFIT REPORT, 2016-2019 - U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTHY PEOPLE 2030 INITIATIVE, HTTPS://HEALTH.GOV/HEALTHYPEOPLE - CENTERS FOR DISEASE CONTROL AND PREVENTION DISABILITY AND HEALTH PROMOTION, WWW.CDC.GOV/NCBDDD/ DISABILITYANDHEALTH/IMPACTS IN ADDITION TO THE PRIMARY AND SECONDARY DATA NOTED ABOVE AND OBTAINED THROUGH INTERVIEWS, FOCUS GROUPS AND A PATIENT SURVEY, NATIONAL BENCHMARKING DATA AND STUDIES WERE USED TO IDENTIFY AND PRIORITIZE THE 2021 NEEDS. PART VI, LINE 3: IT IS SHEPHERD CENTER POLICY TO EXTEND SERVICES TO ALL PATIENTS DEEMED APPROPRIATE FOR CLINICAL PROGRAMS. THOSE WITH LIMITED FINANCIAL RESOURCES WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE AND WILL BE AFFORDED THE OPPORTUNITY TO APPLY FOR ASSISTANCE. OUR APPLICATION PROCESS CONSISTENTLY COLLECTS SUFFICIENT INFORMATION TO DETERMINE PATIENT(S) ELIGIBILITY FOR ASSISTANCE WITH THEIR INDIVIDUAL FINANCIAL RESPONSIBILITY. THE PROGRAM APPLIES TO ALL SERVICES RENDERED BY EMPLOYED AND CONTRACTED PHYSICIANS, AND HOSPITAL/FACILITY SERVICES. SPECIFIC HIGH COST DRUGS AND CONSULTING PHYSICIANS ATTENDING TO PATIENTS ARE NOT COVERED WITHIN THIS CHARITY PROGRAM.WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED. ALL PATIENTS WILL BE ASKED TO COMPLETE THE FINANCIAL SCREENING FORM REGARDLESS OF SERVICE LOCATION OR PATIENT TYPE. THE SCREENING FORMS WILL ALLOW PATIENTS WHO WOULD NOT OTHERWISE REQUEST ASSISTANCE TO BE PROVIDED EQUAL ACCESS TO FINANCIAL ASSISTANCE BASED ON THE INFORMATION THEY PROVIDE. THE SCREENING WILL INCLUDE DETERMINING WHETHER THIRD PARTY PAYER RESOURCES ARE AVAILABLE TO COVER THE COST OF CARE FOR THE INPATIENT OR DAY PATIENT CHARGES IN FULL.CHARITY CARE/FINANCIAL ASSISTANCE WILL BE CONSIDERED FOR ANY PATIENT COMPLETING AN APPLICATION. THE PATIENT OR GUARANTOR WILL BE ASKED TO COMPLETE A 'PATIENT FINANCIAL EVALUATION' FORM (ALSO KNOWN AS FAP, 'FINANCIAL ASSISTANCE PROGRAM') TO OBTAIN ADDITIONAL INFORMATION THAT ALLOWS US TO ASSESS ELIGIBILITY FOR CHARITY ASSISTANCE. THE PATIENT OR GUARANTOR WILL BE REQUIRED TO COMPLETE THE APPLICATION IN FULL AND PROVIDE SUPPORTING EVIDENCE TO SUBSTANTIATE INCOME. MINIMUM SUPPORTING EVIDENCE FOR INCOME WOULD INCLUDE: 1. PROOF OF INCOME REPRESENTING CURRENT HOUSEHOLD INCOME - I.E., PAY STUBS, W2'S, PRIOR YEAR INCOME TAX FORMS, ETC. IF THERE IS NO INCOME, LETTERS FROM PERSON(S) PROVIDING ROOM & BOARD TO PATIENT IS REQUIRED. (NOTE: FAILURE TO PROVIDE APPROPRIATE INFORMATION WILL RESULT IN REJECTION OF THE APPLICATION).FINANCIAL COUNSELORS WILL REVIEW APPLICATIONS FOR COMPLETENESS AND ELIGIBILITY. ELIGIBILITY WILL BE BASED ON THE CRITERIA ESTABLISHED BY SHEPHERD CENTER AS FOLLOWS: CURRENT INCOME MUST NOT EXCEED 250% OF THE FEDERAL POVERTY GUIDELINES FOR THE CURRENT YEAR.IF INCOME EXCEEDS 250% OF THE FEDERAL POVERTY GUIDELINES, ADDITIONAL INFORMATION MAY BE REQUIRED FROM THE PATIENT OR GUARANTOR TO DETERMINE IF ASSISTANCE CAN BE GRANTED BASED ON HARDSHIP.IF THE PATIENT HAS APPLIED FOR GEORGIA MEDICAID, THE FAP FORM SHOULD BE COMPLETED AND IF SUCH CHARGES ARE ULTIMATELY NOT COVERED OR UNCOLLECTIBLE THE PATIENT IS DEEMED ELIGIBLE FOR FINANCIAL ASSISTANCE. IF THE PATIENT DOES NOT MEET CRITERIA, THE FINANCIAL COUNSELOR WILL ESTABLISH DEPOSIT REQUIREMENT BASED ON THE EXPECTED SERVICES AND WILL OFFER PAYMENT OPTIONS OR A PAYMENT PLAN AS APPROPRIATE. (NOTE: IF THE PATIENT REFUSES/FAILS TO COOPERATE IN COMPLETING THE SSI/GA MEDICAID/DISABILITY APPLICATION PROCESS, THE SHEPHERD FAP APPLICATION WILL BE DENIED AND THE PATIENT WILL BE BILLED.IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE, THE FINANCIAL COUNSELOR WILL PRESENT THE PACKET TO THE MANAGER OF PATIENT FINANCIAL SERVICES FOR WRITTEN APPROVAL. IF THE ASSISTANCE IS NOT APPROVED, THE FINANCIAL COUNSELOR WILL COORDINATE THE NOTIFICATION TO THE PATIENT. PAYMENT ARRANGEMENTS WILL BE COMPLETED ACCORDING TO SHEPHERD CENTER'S FINANCIAL ASSISTANCE POLICY. APPROVED INPATIENT CHARITY APPLICATIONS ARE EFFECTIVE FOR ONE YEAR FROM APPROVAL DATE, OR THE LENGTH OF THE INPATIENT CONFINEMENT, WHICHEVER IS SHORTER. DAY PROGRAM AND OUTPATIENT CHARITY APPLICATION APPROVED ARE EFFECTIVE FOR SIX MONTHS OR THE PATIENT'S OUTPATIENT TREATMENT PLAN, WHICHEVER IS SHORTER. PART VI, LINE 4: EVEN THOUGH THE MAJORITY OF SHEPHERD CENTER PATIENTS COME FROM THROUGHOUT THE SOUTHEAST, THE HOSPITAL'S REPUTATION FOR EXCELLENCE, CONTINUUM OF CARE AND ABOVE-AVERAGE PATIENT OUTCOMES WITH THE MOST COMPLEX CASES IS EXEMPLIFIED BY HAVING SERVED OUTPATIENTS FROM 46 STATES AND INPATIENTS FROM 42 STATES OVER THE PAST FIVE YEARS. DURING THIS TIME, 88% OF OUTPATIENTS AND 50% OF INPATIENTS WERE FROM GEORGIA.THE CORE STATES FOR INPATIENT AND OUTPATIENT SERVICES ARE ALABAMA, FLORIDA, GEORGIA, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE AND VIRGINIA. THE DATA INDICATE THAT THE PERCENTAGE OF PATIENTS OUTSIDE OF CORE STATES REMAINS RELATIVELY THE SAME OVER THE FIVE-YEAR PERIOD. OVER THE LAST FIVE YEARS, 63.9% OF SHEPHERD GEORGIA OUTPATIENTS AND 48.4% OF GEORGIA INPATIENTS CAME FROM THESE COUNTIES: CLAYTON, CHEROKEE, COBB, DEKALB, DOUGLAS, FORSYTH, FULTON, GWINNETT AND HENRY.OVER THE PAST FIVE YEARS, THE PERCENTAGE OF INPATIENTS WITH THE PRIMARY IMPAIRMENT OF ABI HAS BEEN TRENDING UP; THOSE WITH THE PRIMARY IMPAIRMENT OF SCI TRENDING DOWN; AND THOSE WITH DUAL PRIMARY IMPAIRMENT HAS BEEN INCREASING. THIS TREND IS EXPECTED, GIVEN THE PREVALENCE OF SCI VS. ABI.FROM A GENDER PERSPECTIVE, A HIGHER PERCENTAGE OF INPATIENTS ARE MALE, AND A CONSISTENTLY HIGHER PERCENTAGE OF FEMALES RECEIVE OUTPATIENT SERVICES. THIS HAS REMAINED STABLE OVER THE PAST FIVE YEARS. REGARDING MILITARY AND VETERAN PATIENTS SERVED, THE SHARE OF MILITARY/VETERAN INPATIENTS (5.5%) ALMOST DOUBLED IN 2020 (41) COMPARED TO 2019 (24) AND IS THE HIGHEST PERCENTAGE IN THE LAST FIVE YEARS. THE PERCENTAGE OF MILITARY/VETERAN OUTPATIENTS HAS REMAINED RELATIVELY STABLE OVER THE PAST FIVE YEARS.OVER THE PAST FIVE YEARS, THE RACIAL AND ETHNIC MAKE UP HAS REMAINED RELATIVELY CONSISTENT FOR INPATIENTS AND VERY CONSISTENT FOR OUTPATIENTS, WITH THE EXCEPTION OF PATIENTS IDENTIFYING THEMSELVES AS HISPANIC. THE PERCENTAGE OF INPATIENTS IDENTIFYING AS BLACK/AFRICAN AMERICAN HAS FLUCTUATED WITHIN A 3.5% RANGE OVER THE PAST FIVE YEARS. IN 2020, MORE INPATIENTS IDENTIFIED AS BLACK/AFRICAN AMERICAN THAN IN 2016 AND 2018, BUT IT WAS 2.2 POINTS LOWER THAN IN 2019. CONCURRENTLY, THE PERCENTAGE OF WHITE/CAUCASIAN INPATIENTS WAS 4.7 POINTS HIGHER IN 2020 THAN 2019. THE PERCENTAGE OF INPATIENTS AND OUTPATIENTS IDENTIFYING AS HISPANIC HAS BEEN TRENDING DOWN, WITH NO PATIENTS WHO SELF-IDENTIFIED AS HISPANIC IN 2020, EVEN THOUGH THERE WERE HISPANIC PATIENTS IN 2020. THEREFORE, BY CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT, WE REALIZED THAT HISPANIC PATIENTS HAD NOT BEEN SELF-IDENTIFYING, SO WE'VE REFINED OUR PROCESSES TO IMPROVE SELF-IDENTIFICATION ACCURACY. PART VI, LINE 5: SHEPHERD CENTER DEFINES COMMUNITY BENEFIT AS A PLANNED, ORGANIZED, AND MEASURED APPROACH TO SERVICES AND ACTIVITIES THAT SPECIFICALLY ADDRESS THE HEALTHCARE NEEDS OF PEOPLE WITH SPINAL CORD AND BRAIN INJURY, MULTIPLE SCLEROSIS, CHRONIC PAIN, OTHER NEUROMUSCULAR DISEASES, AS WELL AS THE FAMILY OR LOVED ONES IMPACTED. PATIENTS AT SHEPHERD CENTER GET MORE THAN MEDICAL CARE, THEY ALSO RECEIVE EVALUATION AND MEDICAL TREATMENT TO REHABILITATION AND LIFELONG SUPPORT PROGRAMS -- THAT EXTENDS BACK TO THEIR COMMUNITIES. OUR PATIENT POPULATION HAS UNIQUE NEEDS THAT ARE TYPICALLY UNDER-SERVED, WHICH MAKES SHEPHERD AN IMPORTANT LIFELINE AND RESOURCE FOR OUR PATIENTS THROUGHOUT THEIR LIFE. SHEPHERD CENTER'S COMMUNITY INCLUDES CURRENT PATIENTS AND THEIR FAMILIES, AS WELL AS FORMER PATIENTS AND THEIR FAMILIES.ADDITIONALLY, SHEPHERD CENTER HAS MORE THAN 200 INDUSTRY AND ACADEMIC PARTNERSHIPS TO ADVANCE RESEARCH AND INNOVATION. SHARING KNOWLEDGE IS THE KEY TO MAKING PROGRESS ON BEHALF OF THE PEOPLE WE SERVE. WE COLLABORATE WITH LEADING UNIVERSITIES, INCLUDING GEORGIA TECH AND THE UNIVERSITY OF GEORGIA TO ADVANCE BRAIN AND SPINAL CORD INJURY MEDICINE AND TECHNOLOGY. SHEPHERD RESEARCHERS ALSO COLLABORATE WITH INTERNATIONAL CORPORATE TECHNOLOGY PARTNERS TO TEST AND ENHANCE NEW ASSISTIVE AND THERAPEUTIC TECHNOLOGIES, INCLUDING ROBOTIC DEVICES TO HELP RESTORE FUNCTION AND ASSIST WITH WALKING. OUR PARTNERS UNDERSTAND OUR CONSUMERS ARE EXTREMELY UNDERSERVED AND NEED AS MUCH SUPPORT AS THEY CAN RECEIVE IN ORDER TO ACHIEVE THE FULLEST LEVEL OF RECOVERY AND QUALITY OF LIFE. PART VI, LINE 6: SHEPHERD IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM. X X X X X 0 0 0 0 0 1 0 0 0 SARAH MORRISON CHIEF EXECUTIVE OFFICER 868071 0 474037 0 0 0 14989 0 21656 0 1378753 0 0 0 MICHAEL R YOCHELSON MD CHIEF MEDICAL OFFICER 597221 0 207904 0 0 0 10500 0 28716 0 844341 0 0 0 ERIK SHAW PHYSICIAN 700358 0 10000 0 0 0 10400 0 29233 0 749991 0 0 0 SHERRILL LORING PHYSICIAN 626128 0 11300 0 0 0 15000 0 36 0 652464 0 0 0 BEN W THROWER PHYSICIAN 595655 0 11800 0 0 0 12500 0 28065 0 648020 0 0 0 STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER 442296 0 153591 0 0 0 14996 0 29243 0 640126 0 0 0 BROCK BOWMAN MD ASSOCIATE MEDICAL DIRECTOR 576083 0 12500 0 0 0 15000 0 28716 0 632299 0 0 0 PHILIP WEXLER PHYSICIAN 583764 0 10000 0 0 0 5625 0 28706 0 628095 0 0 0 DAVID QUINTERO PHYSICIAN 586698 0 10000 0 0 0 5625 0 974 0 603297 0 0 0 JAMES H SHEPHERD III PRESIDENT/COO 413139 0 142402 0 0 0 7875 0 29233 0 592649 0 0 0 BRIAN BARNETTE CHIEF INFORMATION OFFICER/IS PROJECT 377110 0 25300 0 0 0 10500 0 21174 0 434084 0 0 0 SARAH BATTS SR VICE PRESIDENT FOUNDATION 298855 0 25600 0 0 0 7875 0 10870 0 343200 0 0 0 KATHERINE CREEK VP OF HUMAN RESOURCES 279043 0 28190 0 0 0 5625 0 14961 0 327819 0 0 0 DEBORAH BACKUS VP RESEARCH AND INNOVATION 263726 0 19974 0 0 0 12303 0 17271 0 313274 0 0 0 JOE NOWICKI VP FACILITY SERVICE 262448 0 21440 0 0 0 2640 0 21656 0 308184 0 0 0 JO TAPPER VP MARKETING AND COMMUNICA 277780 0 15500 0 0 0 7471 0 984 0 301735 0 0 0 WILMA BUNCH VP PATIENT EXPERIENCE 222768 0 12000 0 0 0 15000 0 10837 0 260605 0 0 0 JOHN R HAMILTON III CHIEF COMPLIANCE OFFICER 231329 0 14250 0 0 0 4708 0 54 0 250341 0 0 0 TAMARA KING CHIEF NURSE EXECUTIVE 200094 0 5000 0 0 0 15000 0 11643 0 231737 0 0 0 TIFFANY LECROY CHIEF NURSING OFFICER 172566 0 3000 0 0 0 14994 0 28706 0 219266 0 0 0 DONALD P LESLIE MD MED DIR EMERITUS 146420 0 3300 0 0 0 13000 0 19011 0 181731 0 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYEES FOR FY 2024, THAT WAS PAID IN FY 2025. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE. A DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 359900ZT7 2009-11-04 56000000 PROVIDE FUNDS TO REFUND 4/20/05 ISSUE FOR HOSPITAL EXPANSION 0 0 0 B DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 2022-12-22 175000000 PROVIDE FUNDS FOR CONSTRUCTION AND EQUIPPING IMPROVEMENTS TO THE CENTER 0 0 0 A 15200000 56000000 56000000 2007 1 0 1 1 B 15050100 15050100 2025 0 0 0 1 A 0 1 1 0 0 0.00000 0.01400 0.01400 0 0 0 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 JULIE SHEPHERD FAMILY MEMBER 121011 EMPLOYEE 0 CLARE HARTIGAN FAMILY MEMBER 121741 EMPLOYEE 0 YATES INSURANCE AGENCY FAMILY MEMBER 52500 INSURANCE BROKERAGE SERVICES 0 KATHERINE CHOATE FAMILY MEMBER 83499 EMPLOYEE 0 CHOATE CONSTRUCTION FOUNDER AND CHAIRMAN OF CHOATE CONSTRUCTION IS TRUSTEE OF RELATED ENTITY 31271996 CONSTRUCTION SERVICES 0 BUCKHEAD EAR NOSE AND THROAT FOUNDATION BOARD MEMBER AND PHYSICIAN 279556 MEDICAL TREATMENT SERVICES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (D) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION X 94 2881145 FAIR MARKET VALUE X 1 2167 FAIR MARKET VALUE X VARIOUS GIFTS 6 121529 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: SHEPHERD CENTER USES THE ACCRUAL METHOD OF ACCOUNTING. SECURITY DONATIONS ARE RECEIVED BY SHEPHERD CENTER FOUNDATION AND PASSED THROUGH TO SHEPHERD CENTER. THESE SECURITIES ARE LIQUIDATED IMMEDIATELY AND THE PROCEEDS ARE RECORDED DIRECTLY TO THE TEMPORARILY AND PERMANENTLY RESTRICTED NET ASSETS PORTION OF THE BALANCE SHEET. AS EXPENSES ARE INCURRED, THESE FUNDS ARE RELEASED FROM RESTRICTION AND ONLY THEN BECOME AN ELEMENT OF REVENUE. WE REPORT THE ENTIRE AMOUNT OF THESE DONATIONS ON SCHEDULE M FOR TRANSPARENCY SINCE THE AMOUNT ON THE STATEMENT OF REVENUE, LINE 1G DOES NOT FULLY REPRESENT THE NON-CASH DONATIONS RECEIVED. 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: JUSTIN JONES (BOARD MEMBER) AND ELIZABETH ALLEN (TRUSTEE). FAMILY RELATIONSHIP: BERNIE MARCUS (BOARD MEMBER EMERITUS) AND BILLI MARCUS (TRUSTEE EMERITUS). NOTE: THE BOARD'S EMERITI DO NOT VOTE AND THEY ARE NOT EXPECTED TO ATTEND MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY CARR, RIGGS & INGRAM, LLC WITH THE ASSISTANCE OF THE ACCOUNTING STAFF AT THE 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 THE SHEPHERD CENTER FOUNDATION FOR THEIR INPUT AND APPROVAL. THE 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 SHEPHERD CENTER'S BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. ALL PAPERWORK IS KEPT ON FILE IN THE EXECUTIVE ADMINISTRATION OFFICE. THE EXECUTIVE ASSISTANT ALSO CROSS REFERENCES WITH THE DEVELOPMENT OFFICE FOR ANY ADDITIONAL INFORMATION REGARDING BOARD MEMBER AFFILIATIONS WITH OTHER ENTITIES WITH WHICH SHEPHERD CENTER DOES BUSINESS. ADDITIONALLY, FOR THE PURPOSE OF PROTECTING INTEGRITY AND OBJECTIVITY OF ITS STAFF IN THE PERFORMANCE OF THEIR HOSPITAL OBLIGATIONS, IT IS THE POLICY OF THE SHEPHERD CENTER THAT CONFLICTS OF INTERESTS SHOULD BE AVOIDED WHERE POSSIBLE, OR DISCLOSED AND MANAGED SO AS TO AVOID VIOLATION OF STATE AND FEDERAL LAWS AND THE HOSPITAL CODE OF CONDUCT POLICY. SINCE THE EXISTENCE OF A CONFLICT OF INTEREST IS NOT ALWAYS EASILY DETERMINED, STAFF IS REQUIRED TO DISCLOSE THOSE RELATIONSHIPS OR KNOWLEDGE OF A POTENTIAL CONFLICT, SO THAT A REASONABLE DETERMINATION CAN BE MADE REGARDING THE CONFLICT AND, IF NEEDED, THE APPROPRIATE MANAGEMENT OF SUCH CONFLICT. ALL SHEPHERD CENTER EMPLOYED HEALTH CARE PROVIDERS, SENIOR LEADERS AND OTHER IDENTIFIED INDIVIDUALS WHO HAVE SUBSTANTIAL PURCHASING AUTHORITY ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTERESTS QUESTIONNAIRE AND PROVIDE DOCUMENTATION OF OUTSIDE ACTIVITIES. ALL PAPERWORK IS KEPT ON FILE IN THE COMPLIANCE OFFICE. PROVIDERS ARE SCREENED VIA THE OPEN PAYMENTS DATABASE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE SHEPHERD CENTER UTILIZES A BOARD COMPENSATION COMMITTEE TO DETERMINE COMPENSATION FOR THE CEO AND OTHER EXECUTIVE MANAGEMENT. THIS COMMITTEE UTILIZES OUTSIDE CONSULTANTS, INDUSTRY COMPENSATION SURVEYS, AND REVIEWS OF SIMILAR ORGANIZATIONS' FORM 990 TO DETERMINE APPROPRIATENESS OF COMPENSATION. SHEPHERD CENTER UTILIZES PAYFACTORS COMPENSATION SURVEYS TO DETERMINE WHETHER OR NOT A COMPENSATION PACKAGE IS IN LINE WITH OUR REGION AND RELATIVE BED SIZE. THE HUMAN RESOURCES VICE PRESIDENT ANALYZES THE DATA AND GETS APPROVAL FROM THE CHIEF EXECUTIVE OFFICER. SALARY INCREASES FOR THE CEO, MEDICAL DIRECTOR, COO, AND CFO ARE RECOMMENDED BY THE BOARD COMPENSATION COMMITTEE, WHICH IS DOCUMENTED IN THE COMMITTEE MINUTES. THE COMMITTEE MUST APPROVE RAISES AND THEY USE AN INDEPENDENT COMPENSATION CONSULTING FIRM (SULLIVAN COTTER) TO MAKE THEIR FINAL DECISION. THE FINAL RESULTS ARE SENT TO THE HUMAN RESOURCES VICE PRESIDENT FOR PROCESSING AND INSERTION INTO THEIR EMPLOYEE FILES. FORM 990, PART VI, SECTION C, LINE 18 SHEPHERD CENTER'S COMPLETED 990 RETURN IS AVAILABLE FOR INSPECTION ON THE CENTER'S WEBSITE: WWW.SHEPHERD.ORG. THE RETURN IS ALSO AVAILABLE UPON REQUEST AND IS LISTED FOR PUBLIC USE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX: SHEPHERD CENTER HAS ALLOCATED A PORTION OF THE EXPENSES OF THESE INDIRECT COST CENTERS TO PROGRAM SERVICE EXPENSE: APPLICATION SUPPORT, COMMUNICATIONS, FOOD SERVICES, ENGINEERING, INFORMATION SYSTEMS, DEPRECIATION EXPENSE, HUMAN RESOURCES, SECURITY, RENOVATIONS AND LANDSCAPING, FACILITIES, AMORTIZATION, RISK MANAGEMENT, AND INFORMATION SECURITY. FORM 990, PART XI, LINE 9: CHANGES IN TEMPORARILY RESTRICTED NET ASSETS -37,470,898. CHANGES IN INTERCOMPANY ACCOUNTS -5,869,661. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS 40,250. FORM 990, PART XII, LINE 2C NO CHANGE HAS OCCURRED FROM PRIOR YEAR. FORM 990,SCHEDULE M SUPPLEMENTAL INFORMATION: SHEPHERD CENTER USES THE ACCRUAL METHOD OF ACCOUNTING. SECURITY DONATIONS ARE RECEIVED BY SHEPHERD CENTER FOUNDATION AND SHEPHERD CENTER. THESE SECURITIES ARE LIQUIDATED IMMEDIATELY AND THE PROCEEDS ARE RECORDED DIRECTLY TO THE TEMPORARILY AND PERMANENTLY RESTRICTED NET ASSETS PORTION OF THE BALANCE SHEET. AS EXPENSES ARE INCURRED, THESE FUNDS ARE RELEASED FROM RESTRICTION AND ONLY THEN BECOME AN ELEMENT OF REVENUE. WE REPORT THE ENTIRE AMOUNT OF THESE DONATIONS ON SCHEDULE M FOR TRANSPARENCY SINCE THE AMOUNT ON THE STATEMENT OF REVENUE, LINE 1G DOES NOT FULLY REPRESENT THE NON-CASH DONATIONS RECEIVED. 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