2014-02-14T16:29:21-06:00 2013-03-31 721396621 CARR RIGGS & INGRAMLLC 4360 CHAMBLEE DUNWOODY RD STE 420 ATLANTA GA 30341 990 2012-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507305 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN 4043507305 2014-02-01 1 TARA D WHITE P00910505 7704576606 2012 2015-11-30 17:44:51Z SCOTT H SIKES 2020 PEACHTREE ROAD NW ATLANTA GA 30309 150785 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 0 714 0 0 0 0 0 0 -7641 -2975 0 4250 -7641 1275 0 0 0 0 1163974 1284163 0 0 2187948 654392 903785 1818366 2187948 -1826007 -2186673 7043854 3629065 450478 120725 6593376 3508340 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 42 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 TN X X STEPHEN B HOLLEMAN 4043507776 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 CLAIRE LEWIS ARNOLD 1.00 X 0 0 0 MARNITE B CALDER 1.00 X 0 0 0 MARIAN C DOCKERY 1.00 X 0 0 0 THOMAS M GARR 1.00 X 0 0 0 STEPHEN B HOLLEMAN 1.00 40.00 X 0 359555 23781 BETTY F KING 1.00 X 0 0 0 MOLLY Y LANIER 1.00 X 0 0 0 DONALD P LESLIE MD 1.00 40.00 X 0 634013 15557 ROBERT L BOBBY MAYS 1.00 X 0 0 0 MCKEE NUNNALLY 1.00 X X 0 0 0 LARRY L PRINCE 1.00 X 0 0 0 JAMES H SHEPHERD JR 1.00 40.00 X 0 286293 15443 BOYNTON SMITH 1.00 X 0 0 0 MICHAEL W STEPHENS 1.00 X 0 0 0 DAVID F APPLE JR MD 1.00 24.00 X X 0 124835 16493 JAMES E ERNIE PRICKETT 1.00 X X 0 0 0 ALANA SHEPHERD 20.00 20.00 X X 0 0 0 SCOTT H SIKES 40.00 1.00 X X 0 257654 14323 GARY R ULICNY 1.00 40.00 X 0 660204 24031 BRIAN D ROGERS 1.00 X 0 0 0 ELIZABETH M ALLEN 1.00 X 0 0 0 JOHN G JIMMY ALSTON 1.00 X 0 0 0 G RIVES CARY MD 1.00 X 0 0 0 CHARLES L CHIP DAVIDSON III 1.00 X 0 0 0 THOMAS C GALLAGHER 1.00 X 0 0 0 DAVID B KAHN 1.00 X 0 0 0 THOMAS W MALONE 1.00 X 0 0 0 CONNIE D MCDANIEL 1.00 X 0 0 0 DUANE M MORROW 1.00 X 0 0 0 JULI J OWENS 1.00 X 0 0 0 EUGENE L PEARCE III 1.00 X 0 0 0 JAMES R JIM CALISE 1.00 X 0 0 0 TOBY REGAL 1.00 X 0 0 0 VALERY VOYLES 1.00 X 0 0 0 WILLIAM M MILLARD CHOATE 1.00 X 0 0 0 J TYLER TIPPETT 40.00 X 0 113622 11847 0 2436176 121475 0 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 CATERING SERVICES 167099 1 44 44 4250 0 4250 4250 4250 146491 149510 -3019 -3019 -3019 0 1275 4250 0 -2975 397437 397437 681355 681355 124858 124858 80513 80513 744 744 5500 5500 70081 70081 608196 608196 34077 34077 27434 27434 2263 2263 27109 27109 89971 89971 544 544 MISCELLANEOUS 37866 37866 2187948 0 0 2187948 1905 1906 1552385 766791 5201984 2610953 181600 181600 181600 9988 0 34658 6481 61334 61334 7043854 3629065 23488 7413 426990 113312 450478 120725 X 1384422 884197 4682348 2207656 526606 416487 6593376 3508340 7043854 3629065 X -2186673 -898363 X X 0 1 X 1 0 X 8092156 10197886 7549758 11595115 5334967 42769882 8092156 10197886 7549758 11595115 5334967 42769882 5374108 37395774 27849 6799 737362 7641 1275 780926 43550808 0.85870 0.86340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181600 181600 181600 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 677152 577034 100118 185797 30462 20260 72139 GOLF TOURNAMENT 179971 111729 68242 95696 18249 1734 9016 1 218706 164125 54581 33834 31729 16800 82720 1075829 852888 222941 315327 80440 38794 163875 598436 -375495 X 0 0 0 0 0 0 1 0 0 STEPHEN B HOLLEMAN 0 291480 0 68075 0 0 0 11000 0 12781 0 383336 0 0 DONALD P LESLIE MD 0 531677 0 102336 0 0 0 11040 0 4517 0 649570 0 0 JAMES H SHEPHERD JR 0 220317 0 65976 0 0 0 10250 0 5193 0 301736 0 0 SCOTT H SIKES 0 242404 0 15250 0 0 0 4823 0 9500 0 271977 0 0 GARY R ULICNY 0 508626 0 151578 0 0 0 11250 0 12781 0 684235 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 28 MARKET VALUE X 1 FAIR MARKET VALUE X VARIOUS ITEMS 1 FAIR MARKET VALUE X GIFT CARDS 1 FAIR MARKET VALUE X VARIOUS SMALL ITEMS 18 FAIR MARKET VALUE 0 1 0 NON REPORTING OF REVENUE: 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: BOYNTON SMITH, TRUSTEE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED PLEDGE ACTIVITY -2,474,692. PERMANENTLY RESTRICTED PLEDGE ACTIVITY -110,119. CHANGE IN INTERCOMPANY 1,686,445. ROUNDING 3. 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 892049 FMV SHEPHERD CENTER INC N 11734 FMV SHEPHERD CENTER INC O 1284163 FMV SHEPHERD CENTER INC R 9043162 FMV SHEPHERD CENTER AUXILIARY INC C 175050 FMV