2015-02-06T11:11:59-06:00 2014-03-31 721396621 CARR RIGGS & INGRAMLLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2013-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507305 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN CFO 4043507305 2015-02-05 1 LIJING DAI P01535630 7704576606 2013 2016-02-25 16:41:14Z SCOTT H SIKES 2020 PEACHTREE ROAD NW ATLANTA GA 30309 779352 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. 32 26 0 950 0 0 0 0 0 0 -2975 -4477 4250 2586 1275 -1891 0 0 0 0 1284163 1533887 0 0 2281296 903785 747409 2187948 2281296 -2186673 -2283187 3629065 3259065 120725 86748 3508340 3172317 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 FUNDRAISING FOR SHEPHERD CENTER, INC. 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 16 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 32 26 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 STEPHEN B HOLLEMAN 4043507776 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 ALANA SHEPHERD SECRETARY 20.00 20.00 X X 0 0 0 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 DAVID B KAHN TRUSTEE 1.00 0.00 X 0 0 0 DAVID F APPLE JR MD BOARD TREASURER 1.00 24.00 X X 0 126315 16459 DONALD D DON HOWARD TRUSTEE 1.00 0.00 X 0 0 0 DONALD P LESLIE MD TRUSTEE 1.00 40.00 X 0 665752 16905 DUANE M MORROW TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH M ALLEN TRUSTEE 1.00 0.00 X 0 0 0 EUGENE L PEARCE TRUSTEE 1.00 0.00 X 0 0 0 GARY R ULICNY CEO 1.00 40.00 X X 0 705626 31427 GEORGE R RIVES CARY MD TRUSTEE 1.00 0.00 X 0 0 0 JAMES E ERNIE PRICKETT TRUSTEE 1.00 0.00 X 0 0 0 JAMES E JIM BULTER TRUSTEE 1.00 0.00 X 0 0 0 JAMES H SHEPHERD JR TRUSTEE 1.00 40.00 X 0 314932 15439 JAMES R JIM CALISE TRUSTEE 1.00 0.00 X 0 0 0 JOHN W ROOKER TRUSTEE 1.00 0.00 X 0 0 0 JULI OWENS TRUSTEE 1.00 0.00 X 0 0 0 K BOYNTON SMITH VICE CHAIR 1.00 0.00 X X 0 0 0 LARRY L PRINCE TRUSTEE 1.00 0.00 X 0 0 0 MARNITE B CALDER TRUSTEE 1.00 0.00 X 0 0 0 MCKEE NUNNALLY CHAIR 1.00 0.00 X X 0 0 0 MOLLY Y LANIER TRUSTEE 1.00 0.00 X 0 0 0 ROBERT L BOB CUNNINGHAM TRUSTEE 1.00 0.00 X 0 0 0 ROBERT L BOBBY MAYS TRUSTEE 1.00 0.00 X 0 0 0 SCOTT H SIKES VP FOUNDATION 40.00 1.00 X X 0 263858 15217 STEPHEN B HOLLEMAN TRUSTEE 1.00 40.00 X 0 376029 23773 THOMAS W MALONE 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 VALERY VOYLES 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 104562 12715 J TYLER TIPPETT SR. FUNDRAISING OFFICER 40.00 0.00 X 0 113738 7297 0 2670812 139232 0 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 CATERING SERVICES 142795 1 135 135 7200 4614 2586 2586 2586 772017 776629 -4612 -4612 -4612 0 -1891 2586 0 -4477 279075 279075 978570 978570 180185 180185 96057 96057 1391 1391 8300 8300 22282 22282 456809 456809 64637 64637 23889 23889 2532 2532 35630 35630 66550 66550 MISCELLANEOUS 65389 65389 2281296 0 0 2281296 1906 1907 766791 655523 2610953 2331204 27497 284591 102991 181600 181600 6481 61334 61334 3629065 3259065 7413 8422 113312 78326 120725 86748 X 884197 828244 2207656 2052227 416487 291846 3508340 3172317 3629065 3259065 X -2283187 1947164 X X 0 1 X 1 0 X 10197886 7549758 11595115 5334967 11482534 46160260 10197886 7549758 11595115 5334967 11482534 46160260 3967750 42192510 6799 737362 7641 1275 2723 755800 46916060 0.89930 0.85870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102991 102991 0 181600 181600 181600 X PART X, LINE 2: THE CENTER APPLIES THE PROVISIONS OF ACCOUNTING STANDARDS FOR INCOME TAXES. THESE PROVISIONS 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 1055813 747709 308104 198969 106592 19141 147177 GOLF TOURNAMENT 212892 107039 105853 82691 6460 29508 1 218849 137874 80975 29288 34057 14767 82549 1487554 992622 494932 310948 147109 33908 259234 751199 -256267 PART II COLUMN C: THE THIRD FUNDRAISING EVENT WAS DERBY DAY. X 0 0 0 0 0 0 1 0 0 DONALD P LESLIE MD TRUSTEE 0 537842 0 127910 0 0 0 12388 0 4517 0 682657 0 0 GARY R ULICNY CEO 0 525316 0 180310 0 0 0 18712 0 12715 0 737053 0 0 JAMES H SHEPHERD JR TRUSTEE 0 238236 0 76696 0 0 0 10250 0 5189 0 330371 0 0 SCOTT H SIKES VP FOUNDATION 0 250858 0 13000 0 0 0 5775 0 9442 0 279075 0 0 STEPHEN B HOLLEMAN TRUSTEE 0 299928 0 76101 0 0 0 11058 0 12715 0 399802 0 0 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. X FAIR MARKET VALUE X 34 FAIR MARKET VALUE X 1 FAIR MARKET VALUE X VARIOUS GIFTS 21 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., TRUSTEE, AND ALANA S. SHEPHERD, SECRETARY BUSINESS RELATIONSHIP: K. BOYNTON SMITH, VICE CHAIR 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 11 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 -155,429. PERMANENTLY RESTRICTED PLEDGE ACTIVITY -124,641. CHANGES IN INTERCOMPANY 2,227,234. 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 738914 FMV SHEPHERD CENTER INC N 11908 FMV SHEPHERD CENTER INC O 1535087 FMV SHEPHERD CENTER INC R 11446673 FMV SHEPHERD CENTER AUXILIARY INC C 174750 FMV