SHEPHERD CENTER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD CENTER INC (EIN 51-0141601)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-01-27
- IRS object ID
- 202610279349301046
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-27T15:33:34-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4004 SUMMIT BLVD NE SUITE 800 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510141601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 4043507310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH BOATWRIGHT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4043507310 | PhoneNum |
| Signature | 2026-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINAL PATEL | PreparerPersonNm |
| PTIN | P00976165 | PTIN |
| Phone | 7703948000 | PhoneNum |
| Preparation | 2026-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $366,426,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEPHERD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2193 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $149,520 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $129,576,925 | PYContributionsGrantsAmt |
| CY Contributions Grants | $70,037,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $272,104,390 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $281,359,017 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,487,282 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,278,224 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,920,387 | PYOtherRevenueAmt |
| CY Other Revenue | $7,751,990 | CYOtherRevenueAmt |
| PY Total Revenue | $418,088,984 | PYTotalRevenueAmt |
| CY Total Revenue | $366,426,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,695,467 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $162,892,301 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $168,709,761 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $136,079,437 | PYOtherExpensesAmt |
| CY Other Expenses | $152,464,747 | CYOtherExpensesAmt |
| PY Total Expenses | $298,971,738 | PYTotalExpensesAmt |
| CY Total Expenses | $322,869,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $119,117,246 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,556,901 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $898,923,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,004,152,577 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $110,541,328 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $156,803,585 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $788,382,562 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $847,348,992 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $221,796,947 | ExpenseAmt |
| Grant | $1,695,467 | GrantAmt |
| Revenue | $281,359,017 | RevenueAmt |
| Desc | 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 944 INPATIENT ADMISSIONS, 48,808 INPATIENT DAYS, 58,117 DAY PATIENT VISITS, AND 81,339 OUTPATIENT VISITS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,751,139 | ExpenseAmt |
| Revenue | $22,034,255 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,322,092 | ExpenseAmt |
| Revenue | $5,749,517 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $252,870,178 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 258 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2193 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY L LABOONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043507336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE RD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303091402 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALANA SHEPHERD | |||||||||
| CHAIRMAN | 30.00 | 30.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW ALIAS | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH BOATWRIGHT | |||||||||
| CFO | 40.00 | 1.00 | Yes (X) | Yes (X) | $216,638 | $0 | $7,070 | ||
| BRYANT G COATS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES L DAVIDSON III | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARK H DEAN | |||||||||
| CHAIR ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CYNDAE ARRENDALE | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID F APPLE JR MD | |||||||||
| MED DIR EMERITUS | 30.00 | 1.00 | Yes (X) | Yes (X) | $130,499 | $0 | $13,051 | ||
| DONALD P LESLIE MD | |||||||||
| MED DIR EMERITUS | 20.00 | 1.00 | Yes (X) | $147,636 | $0 | $33,424 | |||
| DOUGLAS LINDAUER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED V ALIAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES D THOMPSON | |||||||||
| CHAIR ELECT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES E STEPHENSON | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES H SHEPHERD III | |||||||||
| PRESIDENT/CEO | 40.00 | 40.00 | Yes (X) | Yes (X) | $632,092 | $0 | $36,328 | ||
| JARRAD TURNER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ROOKER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN S DRYMAN | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULI OWENS | |||||||||
| RECORDING SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN JONES | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| K BOYNTON SMITH | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY LOEFFLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY R ELLIS GENERAL RET | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL R YOCHELSON MD | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $841,304 | $0 | $38,628 | ||
| MOLLY Y LANIER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT CUNNINGHAM | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY D NUNNALLY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA S CHAPMAN | |||||||||
| CORPORATE SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH MORRISON | |||||||||
| FORMER CEO | 40.00 | 1.00 | Yes (X) | Yes (X) | $1,601,539 | $0 | $29,801 | ||
| SHALER ALIAS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN B HOLLEMAN | |||||||||
| FORMER CFO | 40.00 | 1.00 | Yes (X) | Yes (X) | $514,607 | $0 | $32,652 | ||
| SUSAN HAWKINS | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TALBOT NUNNALLY | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENZO PISCOPO | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| W CLYDE SHEPHERD III | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C FOWLER | |||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ATUL KANVINDE | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 1.00 | Yes (X) | $295,764 | $0 | $9,863 | |||
| BRIAN BARNETTE | |||||||||
| CHIEF INFORMATION OFFICER/ | 40.00 | 0.00 | Yes (X) | $172,990 | $0 | $29,937 | |||
| STEPHEN K MARSH | |||||||||
| CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $177,308 | $0 | $33 | |||
| BROCK BOWMAN MD | |||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.00 | 0.00 | $604,279 | $0 | $43,203 | Yes (X) | |||
| DEBORAH BACKUS | |||||||||
| VP RESEARCH AND INNOVATION | 40.00 | 0.00 | $301,436 | $0 | $31,962 | Yes (X) | |||
| JO TAPPER | |||||||||
| VP MARKETING AND COMMUNICA | 40.00 | 0.00 | $304,260 | $0 | $8,604 | Yes (X) | |||
| JOE NOWICKI | |||||||||
| VP FACILITY SERVICE | 40.00 | 0.00 | $296,396 | $0 | $23,903 | Yes (X) | |||
| KATHERINE CREEK | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | 0.00 | $339,761 | $0 | $22,517 | Yes (X) | |||
| SARAH BATTS | |||||||||
| SR VICE PRESIDENT ADVANCEMENT | 1.00 | 40.00 | $341,666 | $0 | $18,568 | Yes (X) | |||
| TIFFANY LECROY | |||||||||
| CHIEF NURSING OFFICER | 40.00 | 0.00 | $215,580 | $0 | $42,945 | Yes (X) | |||
| WILMA BUNCH | |||||||||
| VP PATIENT EXPERIENCE | 40.00 | 0.00 | $249,127 | $0 | $25,736 | Yes (X) | |||
| BEN W THROWER | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $601,282 | $0 | $36,189 | Yes (X) | |||
| DAVID QUINTERO | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $615,902 | $0 | $8,599 | Yes (X) | |||
| ERIK SHAW | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $742,667 | $0 | $43,193 | Yes (X) | |||
| PHILIP WEXLER | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $613,071 | $0 | $33,693 | Yes (X) | |||
| SHERRILL LORING | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $638,119 | $0 | $15,036 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,593,923 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $584,935 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 355 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHOATE CONSTRUCTION | |||||
| 8200 ROBERTS DRIVE SUITE 600 | ATLANTA | GA | 30350 | CONSTRUCTION SERVICES | $69,789,325 |
| BRASFIELD & GORRIE LLC | |||||
| 2999 CIRCLE 75 PARKWAY | ATLANTA | GA | 30339 | CONSTRUCTION SERVICES | $41,915,827 |
| PIEDMONT HEALTHCARE | |||||
| PO BOX 100062 | ATLANTA | GA | 303480062 | MEDICAL SERVICES | $7,035,991 |
| PIEDMONT COMMUNITY CONNECT | |||||
| PO BOX 117464 | ATLANTA | GA | 303687464 | INFORMATION TECHNOLOGY MAINTENANCE SERVI | $2,544,724 |
| MAY ARCHITECTURE & INTERIORS LLC | |||||
| 1175 PEACHTREE STREET NE SUITE 1800 | ATLANTA | GA | 30361 | ARCHITECTURAL AND DESIGN SERVICES | $2,113,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,544,330 | GovernmentGrantsAmt |
| All Other Contributions | $66,493,315 | AllOtherContributionsAmt |
| Noncash Contributions | $88,622 | NoncashContributionsAmt |
| Total Contributions | $70,037,645 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET INPATIENT SERVICE | 900099 | $184,654,920 | $184,654,920 |
| NET OUTPATIENT SERVICE | 900099 | $86,152,361 | $86,152,361 |
| NET DAYPATIENT SERVICE | 900099 | $10,551,736 | $10,551,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $281,359,017 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,241,743 | TotalRevenueColumnAmt |
| Exclusion | $7,241,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,481 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $36,481 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,481 | TotalRevenueColumnAmt |
| Exclusion | $36,481 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAFETERIA REVENUE | 900099 | $1,781,923 | $1,781,923 | |
| ADMINISTRATIVE FEES | 532000 | $78,809 | $78,809 | |
| RENTAL INCOME | 532000 | $70,711 | $70,711 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,820,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,820,547 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,751,990 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,426,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $287,179,564 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $149,520 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,060,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,610,497 | TotalAmt |
| Program Services | $1,610,497 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,970 | TotalAmt |
| Program Services | $84,970 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,178,860 | TotalAmt |
| Program Services | $5,791,699 | ProgramServicesAmt |
| Management And General | $5,387,161 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,857,134 | TotalAmt |
| Program Services | $102,858,655 | ProgramServicesAmt |
| Management And General | $21,998,479 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,203,482 | TotalAmt |
| Management And General | $4,203,482 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,957,229 | TotalAmt |
| Program Services | $7,379,062 | ProgramServicesAmt |
| Management And General | $1,578,167 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,513,056 | TotalAmt |
| Program Services | $7,925,269 | ProgramServicesAmt |
| Management And General | $11,587,787 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,090 | TotalAmt |
| Program Services | $660,411 | ProgramServicesAmt |
| Management And General | $753,679 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,723 | TotalAmt |
| Management And General | $279,723 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,226 | TotalAmt |
| Management And General | $213,226 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,223 | TotalAmt |
| Management And General | $59,223 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,374,747 | TotalAmt |
| Program Services | $15,921,685 | ProgramServicesAmt |
| Management And General | $7,453,062 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,983 | TotalAmt |
| Program Services | $39,332 | ProgramServicesAmt |
| Management And General | $1,073,651 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,099,213 | TotalAmt |
| Program Services | $2,550,033 | ProgramServicesAmt |
| Management And General | $1,549,180 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,828,083 | TotalAmt |
| Program Services | $145,310 | ProgramServicesAmt |
| Management And General | $7,682,773 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,336,981 | TotalAmt |
| Program Services | $1,034,688 | ProgramServicesAmt |
| Management And General | $2,302,293 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,208 | TotalAmt |
| Program Services | $639,303 | ProgramServicesAmt |
| Management And General | $153,905 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,633 | TotalAmt |
| Program Services | $813,163 | ProgramServicesAmt |
| Management And General | $630,470 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,462,221 | TotalAmt |
| Management And General | $2,462,221 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,697,581 | TotalAmt |
| Program Services | $5,051,707 | ProgramServicesAmt |
| Management And General | $9,645,874 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,321 | TotalAmt |
| Program Services | $162,963 | ProgramServicesAmt |
| Management And General | $1,349,358 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $77,655,211 | $77,655,211 | |
| OTHER DIRECT EXPENSES | $7,681,979 | $216,188 | $7,465,791 |
| EQUIPMENT RENTAL & MAIN | $4,500,324 | $2,844,207 | $1,656,117 |
| ALLOCATION OF INDIRECT | $0 | $19,485,825 | -$19,485,825 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,869,975 | TotalAmt |
| Program Services | $252,870,178 | ProgramServicesAmt |
| Management And General | $69,999,797 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,229,173 | BOYAmt |
| EOY | $24,523,011 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,018,389 | BOYAmt |
| EOY | $142,394,652 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,075 | BOYAmt |
| EOY | $1,717,773 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,794,767 | BOYAmt |
| EOY | $83,106,651 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,301 | BOYAmt |
| EOY | $62,654 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,384,497 | BOYAmt |
| EOY | $5,325,523 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,872,551 | BOYAmt |
| EOY | $5,179,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $585,867,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $225,931,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,781,244 | BOYAmt |
| EOY | $359,935,353 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,131,300 | BOYAmt |
| EOY | $364,688,109 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,321,280 | BOYAmt |
| EOY | $8,053,031 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,836,313 | BOYAmt |
| EOY | $9,165,914 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,923,890 | BOYAmt |
| EOY | $1,004,152,577 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,480,920 | BOYAmt |
| EOY | $41,282,531 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,732 | BOYAmt |
| EOY | $534,815 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,850,100 | BOYAmt |
| EOY | $107,650,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,363,576 | BOYAmt |
| EOY | $7,336,139 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,541,328 | BOYAmt |
| EOY | $156,803,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,009,731 | BOYAmt |
| EOY | $657,813,047 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,372,831 | BOYAmt |
| EOY | $189,535,945 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $788,382,562 | BOYAmt |
| EOY | $847,348,992 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,923,890 | BOYAmt |
| EOY | $1,004,152,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,556,901 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,411,348 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $9,998,181 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,547 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $220,927 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $239,474 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $252,630,704 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $252,870,178 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $86,399 | CurrentYearMinus3Amt |
| Current Year Minus2 | $149,890 | CurrentYearMinus2Amt |
| Current Year Minus1 | $235,218 | CurrentYearMinus1Amt |
| Current Year | $239,474 | CurrentYearAmt |
| Total | $710,981 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $22,137 | CurrentYearMinus2Amt |
| Current Year Minus1 | $18,122 | CurrentYearMinus1Amt |
| Current Year | $18,547 | CurrentYearAmt |
| Total | $58,806 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A SUPPLEMENTAL INFORMATION: | FormAndLineReferenceDesc |
| Explanation | SHEPHERD EMPLOYED ABIGAIL THOMPSON GARCIA AS THE DIRECTOR OF GOVERNMENT RELATIONS AND ADVOCACY. THIS 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., HHS, CMS). (3) REPRESENTED SHEPHERD CENTER IN COLLABORATION WITH ADVOCACY GROUPS THAT AIM TO ENHANCE COMMUNITY RESOURCES THAT SUPPORT PHYSICAL DISABILITIES AND IMPROVE PUBLIC ACCESSIBILITY. THE ADVOCACY GROUPS INCLUDE THE UNITED SPINAL ASSOCIATION AND THE SIDE-BY-SIDE CLUBHOUSE, AMONG OTHERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,105,745 | BeginningYearBalanceAmt |
| Contributions | $1,252,420 | ContributionsAmt |
| End Year Balance | $49,358,165 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,082,776 | BeginningYearBalanceAmt |
| Contributions | $22,969 | ContributionsAmt |
| End Year Balance | $48,105,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,563,086 | BeginningYearBalanceAmt |
| Contributions | $2,519,690 | ContributionsAmt |
| End Year Balance | $48,082,776 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,573,483 | BeginningYearBalanceAmt |
| Contributions | $989,603 | ContributionsAmt |
| End Year Balance | $45,563,086 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,534,489 | BeginningYearBalanceAmt |
| Contributions | $38,994 | ContributionsAmt |
| End Year Balance | $44,573,483 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,910,980 | OtherCostOrOtherBasisAmt |
| Book Value | $44,910,980 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,998,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,510,684 | DepreciationAmt |
| Book Value | $264,487,723 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,958,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,882,307 | DepreciationAmt |
| Book Value | $42,076,505 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,998,805 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,538,660 | DepreciationAmt |
| Book Value | $8,460,145 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $359,935,353 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $7,336,139 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,336,139 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 1126 | PersonsServedCnt |
| Total Community Benefit Expns | $5,520,580 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $700,366 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,820,214 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01490 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 1065 | PersonsServedCnt |
| Total Community Benefit Expns | $505,813 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $505,813 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 2191 | PersonsServedCnt |
| Total Community Benefit Expns | $6,026,393 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $700,366 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,326,027 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01650 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 112 | ActivitiesOrProgramsCnt |
| Persons Served | 10624 | PersonsServedCnt |
| Total Community Benefit Expns | $14,042,564 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,572,602 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,469,962 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01380 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 1360 | PersonsServedCnt |
| Total Community Benefit Expns | $614,882 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $183,864 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $431,018 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 17 | ActivitiesOrProgramsCnt |
| Persons Served | 9963 | PersonsServedCnt |
| Total Community Benefit Expns | $1,839,425 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,769,711 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $69,714 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 59 | ActivitiesOrProgramsCnt |
| Persons Served | 1118 | PersonsServedCnt |
| Total Community Benefit Expns | $8,792,002 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,863,030 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 1 | PersonsServedCnt |
| Total Community Benefit Expns | $40,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $40,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 195 | ActivitiesOrProgramsCnt |
| Persons Served | 23066 | PersonsServedCnt |
| Total Community Benefit Expns | $25,328,873 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,389,207 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,010,694 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01540 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 197 | ActivitiesOrProgramsCnt |
| Persons Served | 25257 | PersonsServedCnt |
| Total Community Benefit Expns | $31,355,266 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $21,089,573 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,336,721 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03190 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 719 | PersonsServedCnt |
| Total Community Benefit Expns | $925,069 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $924,569 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $500 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 944 | PersonsServedCnt |
| Total Community Benefit Expns | $961,375 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $904,563 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,812 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7 | ActivitiesOrProgramsCnt |
| Persons Served | 1663 | PersonsServedCnt |
| Total Community Benefit Expns | $1,886,444 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,829,132 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $57,312 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,329,181 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $27,431,063 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $48,666,016 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$21,234,953 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD CENTER INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SHEPHERD.ORG | WebsiteAddressTxt |
| State License | 060-500 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SHEPHERD.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 24 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.SHEPHERD.ORG | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SHEPHERD.ORG | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SHEPHERD.ORG | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SHEPHERD.ORG | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Nondis Emergency Care Policy | 0 | NondisEmergencyCarePolicyInd |
| No Emergency Care | Yes (X) | NoEmergencyCareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SHEPHERD CENTER, INC. | PART V, SECTION B, LINE 5: THE SHEPHERD CENTER CHNA STEERING COMMITTEE OVERSAW THE CHNA PROCESS, LED BY ITS DIRECTOR OF PROFESSIONAL EDUCATION AND CONSULTING GROUP PUBLIC GOODS GROUP (PGG). TOGETHER, THE TWO FORMED THE CORE TEAM TO CONDUCT THE CHNA. THE COMMITTEE, COMPRISED OF 13 HOSPITAL CLINICAL AND OPERATIONS TEAM MEMBERS, HELD ITS FIRST MEETING ON FEBRUARY 08, 2024, DURING WHICH THE CHNA PROCESS WAS PRESENTED AND APPROVED. THE COMMITTEE ALSO GUIDED STAKEHOLDER ENGAGEMENT, THE DEFINITION OF SHEPHERD'S COMMUNITY, AND POTENTIAL DATA INDICATORS TO COLLECT.MEMBERS OF THE STEERING COMMITTEE INCLUDED: LAURIE BAKER, PH.D., DIRECTOR, DEPARTMENT OF PSYCHOLOGY; DEBORAH BACKUS, PH.D., VICE PRESIDENT OF RESEARCH AND INNOVATION; MARSHA HANSON, DIRECTOR, OUTPATIENT SERVICES; MARIELLEN JACOBS, PEER SUPPORT LIAISON; DIANE JOHNSTON, DIRECTOR, PROFESSIONAL EDUCATION; ATUL KANVINDE, VICE PRESIDENT AND CHIEF INFORMATION OFFICER; TIFFANY LECROY, CHIEF NURSING OFFICER, DIRECTOR, COMPREHENSIVE REHABILITATION UNIT AND INTENSIVE CARE UNIT; SHARI MCDOWELL, PROGRAM DIRECTOR, SPINAL CORD INJURY REHABILITATION PROGRAM; KATIE METZGER, DIRECTOR, BRAIN INJURY SERVICES; VINCENZO PISCOPO, PRESIDENT AND CHIEF EXECUTIVE OFFICER, UNITED SPINAL ASSOCIATION, AND BOARD OF DIRECTORS, SHEPHERD CENTER; JAMIE SHEPHERD, PRESIDENT AND CHIEF OPERATIONS OFFICER; JO TAPPER, VICE PRESIDENT, MARKETING AND COMMUNICATIONS; MICHAEL YOCHELSON, M.D., CHIEF MEDICAL OFFICERPGG INTERVIEWED 36 STAKEHOLDERS WITH RELEVANT EXPERTISE AND KNOWLEDGE OF SHEPHERD'S COMMUNITY AS PART OF ITS PRIMARY DATA ANALYSIS. THESE INTERVIEWS INCLUDED REPRESENTATIVES FROM SHEPHERD CENTER, THE CENTERS FOR DISEASE CONTROL AND PREVENTION, PIEDMONT HEALTHCARE, GRADY HEALTH SYSTEM, AND THE BRAIN INJURY ASSOCIATION OF AMERICA. SHEPHERD ALSO HOSTED EIGHT FOCUS GROUPS: SHEPHERD CENTER'S CONSUMER ADVISORY GROUP, TWO CASE MANAGEMENT GROUPS, PEOPLE LIVING WITH MS, CAREGIVERS OF PEOPLE WITH DISORDERS OF CONSCIOUSNESS, PATIENTS OF SHEPHERD'S SPINE AND PAIN INSTITUTE, ADOLESCENT PATIENT AND THEIR FAMILIES, AND PATIENT AND FAMILY SUPPORT GROUP MEMBERS. ADDITIONALLY, SHEPHERD CONDUCTED A COMMUNITY-BASED SURVEY WIDELY PROMOTED TO ASK FOR INPUT FROM PATIENTS, CAREGIVERS, AND COMMUNITY MEMBERS. APPROXIMATELY 345 PATIENTS AND COMMUNITY MEMBERS RESPONDED, OFFERING DIRECT INSIGHT INTO THEIR EXPERIENCES, CHALLENGES, AND NEEDS. SHEPHERD DISTRIBUTED THE SURVEY THROUGH DISTRIBUTION FLYERS IN ALL CLINIC WAITING ROOMS, SOCIAL MEDIA FOR PEER AND FAMILY SUPPORT GROUPS, ONLINE ACCESS THROUGH EMAIL OUTREACH, AND OUTREACH BY THE NONPROFIT ORGANIZATION GEORGIA RSVP CLINIC. THE CLINIC PROVIDES FREE REHABILITATION SERVICES AND EQUIPMENT FOR PATIENTS WITH INJURIES AND CONDITIONS LIKE SHEPHERD TREATS. SHEPHERD ALSO DEPLOYED AN INTERNAL SURVEY WIDELY ADVERTISED THROUGHOUT THE HOSPITAL, AND 44 CLINICAL AND NON-CLINICAL EMPLOYEES RESPONDED. THIS SURVEY AIMED TO GATHER INSIGHTS INTO EMPLOYEE PERSPECTIVES ON PATIENT NEEDS AND BARRIERS AND UNDERSTAND WHAT WORKS WELL. |
| SHEPHERD CENTER, INC. | PART V, SECTION B, LINE 11: THROUGH OUR MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), OUR COMMUNITY VOICED THE CHALLENGES THEY FACE EACH DAY THAT IMPACT THEIR HEALTH AND WELLNESS. IN CONSIDERATION OF THOSE NAMED NEEDS, SHEPHERD CENTER IDENTIFIED FOUR HEALTH PRIORITIES AND SUBSEQUENT STRATEGIES TO SUPPORT OUR COMMUNITY AND LAY GROUND TO BRIDGE THE GAP FOR THESE INEQUITIES. THE IMPLEMENTATION STRATEGY INCLUDED IN THE CHNA OUTLINES THE ACTIVITIES AND PROGRAMS THE HOSPITAL WILL CONDUCT TO ADDRESS THOSE PRIORITIES. SHEPHERD CENTER WILL REGULARLY EVALUATE OUR WORK AND WILL PUBLISH AN ANNUAL PROGRESS REPORT DETAILING WHAT WE'VE ACCOMPLISHED OVER THE NEXT THREE YEARS. PRIORITY #1: EXPAND ACCESS TO APPROPRIATE AND TIMELY CLINICAL SERVICES, INCLUDING TELEHEALTH, TELEPSYCHOLOGY, AND TELEREHABILITATION SERVICES, AND INCREASED EDUCATION FOR COMMUNITY-BASED PROVIDERS, INCLUDING ACCESSIBILITY AND ACCESS TO SPECIALTY SERVICES LIKE VISION SCREENING, OB/GYN, AND OTHER SPECIALTY SERVICES. ACCESS TO APPROPRIATE AND TIMELY CLINICAL SERVICES CAN BE ESSENTIAL TO HEALTH, WELLNESS, INDEPENDENCE AND QUALITY OF LIFE FOR ALL OF US. FOR SOMEONE WITH A COMPLEX NEUROLOGICAL DIAGNOSIS, ACCESS TO ROUTINE CARE AND SPECIALTY SERVICES CAN HAVE AN EVEN MORE CRITICAL IMPACT ON THEIR WELL-BEING. SHEPHERD CENTER IS COMMITTED TO EXPAND THE ACCESS TO SUPPORT INDIVIDUALS WITH COMPLEX NEUROLOGICAL DIAGNOSIS, SPECIFICALLY THROUGH THE NUMBER OF PATIENTS THAT WE CAN SERVE ALONG THE CONTINUUM OF CARE THROUGH INPATIENT AND OUTPATIENT SERVICES, BOTH IN PERSON AND THROUGH TELEMEDICINE; THROUGH PROVIDING EDUCATION FOR MEDICAL PROVIDERS OUTSIDE OF OUR INSTITUTION; AND THROUGH BUILDING A NETWORK OF EDUCATION AND RESOURCES FOR THE COMMUNITY.STRATEGIES TO EXPAND ACCESS TO APPROPRIATE AND TIMELY CLINICAL SERVICES INCLUDE: GROWTH OF THE CENTER, PRO-BONO SERVICES, NEUROREHABILITATION LEARNING INSTITUTE (NRLI), SHARE ALUMNI PROGRAM, SUPPORT FOR MENTAL HEALTH PROVIDERS, AND CONTRIBUTIONS TO THE MEDICAL COMMUNITY. PRIORITY #2: SUPPORT HEALTH AND WELLNESS FOR COMMUNITY MEMBERS, INCLUDING INCREASED ACCESS TO FITNESS OPPORTUNITIES, NUTRITION EDUCATION, PROMOTION OF GOOD MENTAL HEALTH, AND SECONDARY AND TERTIARY PREVENTION. IN SUPPORT OF LIFELONG HEALTH AND WELLNESS OF THE COMMUNITY, SHEPHERD CENTER WILL ENGAGE WITH COMMUNITY PARTNERS TO PROVIDE OPPORTUNITIES FOR COMMUNITY PARTICIPATION THROUGH IN-PERSON AND VIRTUAL EVENTS, ALONG WITH EXPANDING EDUCATIONAL RESOURCES.STRATEGIES TO SUPPORT HEALTH AND WELLNESS FOR COMMUNITY MEMBERS INCLUDE: BURNALONG, MY SHEPHERD CONNECTION (MSC), COMMUNITY EVENTS (REC THERAPY, PROMOTION, SPORTS TEAMS), PEER SUPPORT, PARTNERSHIPS WITH COMMUNITY AGENCIES, TBI OUTREACH, SMART PHONE APPS, AND INJURY PREVENTION. PRIORITY #3: PROMOTE ENGAGED AND THRIVING COMMUNITY LIVING, INCLUDING EFFORTS TO SUPPORT ACCESSIBLE TRANSPORTATION AND HOUSING, AND INCREASED SUPPORTIVE RESOURCES POST-DISCHARGE. THE COMMUNITY THAT SHEPHERD CENTER SERVES REQUIRES A MULTITUDE OF RESOURCES AND A STRONG SUPPORT SYSTEM TO SUSTAIN AND ENRICH THEIR QUALITY OF LIFE THROUGH COMMUNITY LIVING. SHEPHERD CENTER WILL SUPPORT THE SUCCESS OF ITS COMMUNITY MEMBERS BY PROVIDING OPPORTUNITIES FOR EDUCATION AND BUILDING CONNECTIONS WITH COMMUNITY PARTNERS TO PROMOTE OPPORTUNITIES FOR ACCESS AND ENGAGEMENT IN COMMUNITY LIVING.STRATEGIES TO PROMOTE THRIVING AND ENGAGED COMMUNITY LIVING INCLUDE: MY SHEPHERD CONNECTION (MSC), KEEPING ADOLESCENT AND YOUNG ADULTS CONNECTED (KAYAC), PATIENT/FAMILY EXPO, AND DURABLE MEDICAL EQUIPMENT (DME) VENDOR FAIR. PRIORITY #4: STRENGTHEN FINANCIAL STABILITY FOR COMMUNITY MEMBERS, INCLUDING EFFORTS TO SUPPORT ADAPTIVE WORKFORCE DEVELOPMENT, VOCATIONAL REHABILITATION, AND ADVOCACY FOR INCREASED INSURANCE REIMBURSEMENT AND MEDICAID EXPANSION. A SUCCESSFUL AND ENGAGED COMMUNITY REQUIRES FINANCIAL STABILITY OF ITS MEMBERS. SHEPHERD'S COMMUNITY IS IMPACTED BY BOTH THE NEED FOR A SUSTAINABLE INCOME AND THE COST OF SERVICES FOR MEDICAL CARE. TO SUPPORT SUSTAINABLE INCOME, SHEPHERD CENTER WILL INVEST IN EFFORTS TO PROMOTE ADAPTIVE WORKFORCE AND VOCATIONAL REHABILITATION TO SUPPORT EMPLOYMENT EFFORTS TO ENHANCE AN INDIVIDUAL'S INCOME. THE GREATER COMMUNITY OUTSIDE THOSE THAT SHEPHERD SERVES ARE IMPACTED BY THE COST OF MEDICAL SERVICES. SHEPHERD CENTER IS DEDICATED TO CLOSING GEORGIA'S MEDICAID COVERAGE GAP AND REDUCING THE UNINSURED RATE. SHEPHERD CENTER WILL SUPPORT POLICY EFFORTS AND CLOSELY FOLLOW THE COMPREHENSIVE HEALTH COVERAGE COMMISSION, TASKED WITH EXAMINING REIMBURSEMENT SHORTFALLS, EXPANDING ACCESS, AND IMPROVING QUALITY OF CARE TO SUPPORT CLOSING THIS GAP. TO IMPROVE PUBLIC ACCESS TO DISABILITY AND INJURY PREVENTION SERVICES, SHEPHERD CENTER WILL ADVOCATE FOR ENHANCED STATE FUNDING OF THE INDEPENDENT CARE WAIVER PROGRAM (ICWP), THE BRAIN AND SPINAL INJURY TRUST FUND COMMISSION, THE GEORGIA TRAUMA COMMISSION, AND FEDERAL FUNDING TO SUPPORT AGENCIES SUCH AS THE CDC'S INJURY CENTER AND THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY.STRATEGIES TO STRENGTHEN FINANCIAL STABILITY FOR COMMUNITY MEMBERS INCLUDE: PARTNERSHIPS WITH COMMUNITY AGENCIES, VOCATIONAL REHABILITATION, ADVOCACY EFFORTS, TRANSITION OF COVERAGE AND SUPPORT SERVICES, AND EQUIPMENT PURCHASES.ALTHOUGH NOT EXPLICITLY IDENTIFIED AS THE PRIORITIES SHEPHERD WILL ADDRESS OVER THE NEXT THREE YEARS, STAKEHOLDERS IDENTIFIED THE FOLLOWING TOPICS AS THOSE OF TOP CONCERN: 1) DIRECT TRANSPORTATION SERVICES FOR PEOPLE WITH A DISABILITY 2) COMMUNITY-BASED HOUSING SERVICES POST-DISCHARGE 3) COMMUNITY-BASED RESOURCES FOR CHRONIC CONDITIONS FOR PEOPLE WITH DISABILITIES, ESPECIALLY HEART DISEASE AND DIABETES. THE HOSPITAL WILL WORK TO ADDRESS THESE ISSUES WHEN POSSIBLE, AND MANY INTERVENTIONS IN PLACE TO ADDRESS THE CHOSEN PRIORITIES ARE LIKELY TO IMPACT THE OTHER PROBLEMS AS WELL.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. |
| SHEPHERD CENTER, INC. | PART V, SECTION B, LINE 16J: WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 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 |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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:1) HOUSING: HAVING 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. PATIENTS WHO ARE NEWLY ADMITTED TO SHEPHERD CENTER'S INPATIENT REHABILITATION PROGRAM ARE PROVIDED ONE COMPLIMENTARY FURNISHED APARTMENT FOR THEIR LOVED ONES IF BOTH THE FAMILY AND PATIENT LIVE MORE THAN 50 MILES FROM THE CENTER. IN 2024, SHEPHERD CENTER EXPANDED THE HOUSING PROGRAM BY COMPLETING THE ARTHUR M. BLANK FAMILY RESIDENCES, WHICH IS ONLY HALF A MILE FROM SHEPHERD CENTER'S MAIN CAMPUS. THE NEW 16-FLOOR HOUSING BUILDING FEATURES 165 MODERN, WHEELCHAIR-ACCESSIBLE, FULLY FURNISHED APARTMENTS WITH IN-UNIT LAUNDRY. AT THE ARTHUR M. BLANK FAMILY RESIDENCES, FAMILIES ALSO HAVE ACCESS TO AN ON-SITE PARKING DECK, MEETING ROOMS, A GYM, A LIBRARY AND RECREATIONAL SPACES. THIS EXPANSION ALLOWS FAMILIES TO STAY CLOSE TO THEIR LOVED ONES THROUGHOUT THE FULL DURATION OF THEIR REHABILITATION. PATIENTS PARTICIPATING IN SHEPHERD CENTER'S DAY PROGRAMS WHO LIVE MORE THAN 30 MILES FROM THE CENTER MAY ALSO BE ELIGIBLE FOR A COMPLIMENTARY FURNISHED APARTMENT DURING TREATMENT. THIS ALLOWS PATIENTS TO APPLY WHAT THEY LEARNED FROM THE INPATIENT SETTING. ADDITIONALLY, IN ORDER TO PROVIDE A PEER SUPPORT COMMUNITY FOR MILITARY PATIENTS, VETERANS PARTICIPATING IN SHEPHERD CENTER'S SHARE MILITARY INITIATIVE MAY BE ELIGIBLE FOR COMPLIMENTARY HOUSING AT BISCAYNE PLACE, AN APARTMENT COMPLEX LOCATED WITHIN TWO MILES OF SHEPHERD CENTER'S MAIN CAMPUS. PROVIDING COMPLIMENTARY HOUSING IS CRUCIAL AND APPRECIATED BY FAMILIES, AS IT ENABLES THEM TO FOCUS ON THEIR LOVED ONE GETTING BETTER RATHER THAN THE FINANCIAL BURDENS AND STRESS THAT COMES WITH MOVING AWAY FROM HOME FOR CARE. MOST EVERY FAMILY MEMBER THAT STAYS AT SHEPHERD CENTER'S COMPLIMENTARY HOUSING HAS SHARED THAT BY HAVING HOUSING AVAILABLE TO THEM, SHEPHERD CENTER HAS ALLEVIATED THE STRESS OF FINDING A PLACE TO STAY AND HAS PROVIDED THEM A SENSE OF SECURITY AND CONVENIENCE THEY WOULD NOT HAVE OTHERWISE.2) RESCUE PROGRAM: AT SHEPHERD CENTER, WE UNDERSTAND THAT EMERGENCIES CAN POSE UNIQUE CHALLENGES FOR INDIVIDUALS WITH PHYSICAL AND COGNITIVE LIMITATIONS. EMERGENCY PREPAREDNESS IS CRITICAL, ESPECIALLY FOR INDIVIDUALS WITH MOBILITY IMPAIRMENTS, WHO ARE AT HIGHER RISK DURING DISASTERS LIKE FIRES. THAT'S WHY WE LAUNCHED THE RESCUE PROGRAM A COMMUNITY SERVICE INITIATIVE DEDICATED TO ENHANCING EMERGENCY PREPAREDNESS AND RESPONSE FOR PEOPLE WITH DISABILITIES. THROUGH THE RESCUE PROGRAM, THE CENTER PROVIDES HOME ALERT LABELS AND EDUCATIONAL RESOURCES TO HELP CREATE EFFECTIVE EMERGENCY PLANS, ENSURING QUICKER RESPONSE TIMES IN CRITICAL SITUATIONS. INDIVIDUALS CAN DISPLAY THE RESCUE LABEL AT THEIR HOME'S ENTRANCE TO QUICKLY ALERT EMERGENCY PERSONNEL THAT THEY MAY NEED ADDITIONAL ASSISTANCE. INDIVIDUALS CAN ALSO ENHANCE THEIR PREPAREDNESS BY REQUESTING RESCUE MATERIALS FROM SHEPHERD CENTER. THESE MATERIALS INCLUDE FIRE SAFETY TIPS AND RESOURCES TO KEEP INDIVIDUALS AND THEIR FAMILIES INFORMED AND PREPARED.3) INJURY PREVENTION: AT SHEPHERD CENTER, WE BELIEVE THAT PREVENTING INJURIES IS JUST AS IMPORTANT AS TREATING THEM. TRAUMATIC INJURIES REMAIN A LEADING CAUSE OF DEATH AND LONG-TERM DISABILITY, PARTICULARLY AMONG YOUNG ADULTS. THE GOOD NEWS? MOST OF THESE INJURIES ARE PREVENTABLE. THROUGH SHEPHERD CENTER'S INJURY PREVENTION PROGRAM, THE CENTER IS DEDICATED TO EDUCATING, EQUIPPING, AND EMPOWERING COMMUNITIES TO DRAMATICALLY REDUCE INJURY RISKS AND ENHANCE SAFETY. SHEPHERD CENTER WORKS ALONGSIDE STATE AND FEDERAL AGENCIES, HEALTH ORGANIZATIONS, SCHOOLS, BUSINESSES, AND FAMILIES TO DEVELOP EVIDENCE-BASED PROGRAMS THAT EDUCATE AND ADVOCATE FOR SAFETY. SOME OF THE CENTER'S KEY PROGRAMS DESIGNED TO KEEP COMMUNITIES SAFER INCLUDE BUNK BED SAFETY, CAR SEAT SAFETY, DIVING INJURY PREVENTION, THE RESCUE PROGRAM, AND CURRICULUM FOR BRAIN AND SPINAL CORD INJURIES. |
| 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 THE PATIENT DEMONSTRATES ELIGIBILITY BASED ON PRESUMPTIVE ELIGIBILITY, HARDSHIP, THE FINANCIAL SCREENING OR THE PATIENT FINANCIAL EVALUATION FORM, USING THE HOSPITAL POLICY, PATIENT LIABILITY BALANCES OVER INSURANCE, OR THE FULL CHARGES WOULD BE WRITTEN OFF TO CHARITY CARE. SHEPHERD CENTER APPROVED COLLECTION ACTIVITIES INCLUDE LETTERS, STATEMENTS, AND PHONE CALLS TO PATIENTS AND GUARANTORS. |
| PART VI, LINE 2: | THE SHEPHERD CENTER CHNA STEERING COMMITTEE OVERSAW THE CHNA PROCESS, LED BY ITS DIRECTOR OF PROFESSIONAL EDUCATION AND CONSULTING GROUP PUBLIC GOODS GROUP (PGG). TOGETHER, THE TWO FORMED THE CORE TEAM TO CONDUCT THE CHNA. THE COMMITTEE, COMPRISED OF 13 HOSPITAL CLINICAL AND OPERATIONS TEAM MEMBERS. PGG INTERVIEWED 36 STAKEHOLDERS WITH RELEVANT EXPERTISE AND KNOWLEDGE OF SHEPHERD'S COMMUNITY AS PART OF ITS PRIMARY DATA ANALYSIS. THESE INTERVIEWS INCLUDED REPRESENTATIVES FROM SHEPHERD CENTER, THE CENTERS FOR DISEASE CONTROL AND PREVENTION, PIEDMONT HEALTHCARE, GRADY HEALTH SYSTEM, AND THE BRAIN INJURY ASSOCIATION OF AMERICA. SHEPHERD ALSO HOSTED EIGHT FOCUS GROUPS: SHEPHERD CENTER'S CONSUMER ADVISORY GROUP, TWO CASE MANAGEMENT GROUPS, PEOPLE LIVING WITH MS, CAREGIVERS OF PEOPLE WITH DISORDERS OF CONSCIOUSNESS, PATIENTS OF SHEPHERD'S SPINE AND PAIN INSTITUTE, ADOLESCENT PATIENT AND THEIR FAMILIES, AND PATIENT AND FAMILY SUPPORT GROUP MEMBERS. ADDITIONALLY, SHEPHERD CONDUCTED A COMMUNITY-BASED SURVEY WIDELY PROMOTED TO ASK FOR INPUT FROM PATIENTS, CAREGIVERS, AND COMMUNITY MEMBERS. APPROXIMATELY 345 PATIENTS AND COMMUNITY MEMBERS RESPONDED, OFFERING DIRECT INSIGHT INTO THEIR EXPERIENCES, CHALLENGES, AND NEEDS. SHEPHERD DISTRIBUTED THE SURVEY THROUGH DISTRIBUTION FLYERS IN ALL CLINIC WAITING ROOMS, SOCIAL MEDIA FOR PEER AND FAMILY SUPPORT GROUPS, ONLINE ACCESS THROUGH EMAIL OUTREACH, AND OUTREACH BY THE NONPROFIT ORGANIZATION GEORGIA RSVP CLINIC. THE CLINIC PROVIDES FREE REHABILITATION SERVICES AND EQUIPMENT FOR PATIENTS WITH INJURIES AND CONDITIONS LIKE SHEPHERD TREATS. SHEPHERD ALSO DEPLOYED AN INTERNAL SURVEY WIDELY ADVERTISED THROUGHOUT THE HOSPITAL, AND 44 CLINICAL AND NON-CLINICAL EMPLOYEES RESPONDED. THIS SURVEY AIMED TO GATHER INSIGHTS INTO EMPLOYEE PERSPECTIVES ON PATIENT NEEDS AND BARRIERS AND UNDERSTAND WHAT WORKS WELL. SECONDARY DATA ANALYSIS INCLUDED A MIX OF NEARLY 10,000 INTERNAL AND EXTERNAL INDICATORS TO GIVE A SCALED VIEW OF THE COMMUNITY AND ITS NEEDS. THESE DATA SOURCES INCLUDED: CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), GEORGIA BRAIN AND SPINAL INJURY TRUST FUND COMMISSION, GEORGIA DEPARTMENT OF COMMUNITY HEALTH, MULTIPLE SCLEROSIS INTERNATIONAL FEDERATION, NATIONAL SPINAL CORD INJURY STATISTICAL CENTER, TRAUMATIC BRAIN INJURY MODEL SYSTEM PROGRAM, U.S. CENSUS, AND UNIFORM DATA SYSTEM FOR MEDICAL REHABILITATION (UDSMR).PGG CONDUCTED AN EXTENSIVE LITERATURE REVIEW OF REHABILITATION HOSPITALS TO UNDERSTAND HOW SIMILAR HOSPITALS CONDUCTED THEIR CHNA AND FIND ANY POTENTIAL NEW DATA SOURCES. THESE CHNAS INCLUDED SHIRLEY RYAN ABILITYLAB AND CRAIG HOSPITAL, AMONG OTHERS. THE GROUP ALSO REVIEWED CHNAS FROM HEALTH SYSTEMS WITHIN THE ATLANTA COMMUNITY, INCLUDING GRADY HEALTH SYSTEM, PIEDMONT HEALTHCARE HOSPITALS, AND WELLSTAR HOSPITALS. PGG ALSO REVIEWED REPORTS FROM DATABASES UNIQUE TO THE SHEPHERD COMMUNITY, INCLUDING THE NATIONAL SPINAL CORD INJURY STATISTICAL CENTER, THE STATE OF GEORGIA BRAIN AND SPINAL INJURY TRUST FUND COMMISSION, AND THE TRAUMATIC BRAIN INJURY MODEL SYSTEM. THE GROUP REVIEWED MULTIPLE STUDIES AND JOURNALS FOR POTENTIALLY RELEVANT DATA, INCLUDING THOSE FROM NEUROLOGY AND ACUTE AND CRITICAL CARE. THE LITERATURE REVIEW HELPED INFORM BOTH THE PATIENT POPULATION AND THE IMPACT OF POTENTIAL HEALTH INEQUITIES ON PATIENT POPULATIONS TRADITIONALLY UNDERSERVED WITHIN HEALTHCARE.PGG PREPARED AN INTERIM DATA REPORT FOR PRESENTATION TO THE CHNA STEERING COMMITTEE ON APRIL 30, 2024, DURING WHICH COMMITTEE MEMBERS REVIEWED INITIAL FINDINGS AND PROVIDED FEEDBACK. ADDITIONALLY, IN APRIL AND MAY 2024, THE CORE TEAM MET WITH PROGRAM MANAGERS TO NAME ANY GAPS IN DATA AND OPPORTUNITIES FOR FUTURE ANALYSIS.ONCE DATA GATHERING AND ANALYSIS WERE COMPLETE, THE TEAM TURNED TO PRIORITIZATION. TO HELP INFORM THIS PROCESS, PGG CREATED A HEALTH NEEDS MATRIX TO TRACK TRENDS ACROSS ALL DATA SOURCES. THE MATRIX OFFERED A CLEAR VIEW OF WHERE HEALTH ISSUES INTERSECTED WITH DATA AND COMMUNITY VOICES BY EVALUATING PUBLIC HEALTH DATA AND INTERNAL INFORMATION, COMPARISONS TO REGIONAL, STATE, AND NATIONAL FIGURES, INPUT FROM COMMUNITY LEADERS IN INTERVIEWS, INSIGHTS FROM FOCUS GROUPS, AND INPUT FROM PATIENT AND EMPLOYEE SURVEYS. |
| PART VI, LINE 3: | IT IS SHEPHERD CENTER POLICY TO EXTEND SERVICES TO ALL PATIENTS DEEMED APPROPRIATE FOR OUR 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. 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. FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE WILL BE CONSIDERED IF FINANCIAL RESOURCES DO NOT APPEAR TO BE AVAILABLE. THE PATIENT OR GUARANTOR WILL BE ASKED TO COMPLETE A 'PATIENT FINANCIAL EVALUATION' FORM, (ALSO KNOWN AS FAP, 'FINANCIAL ASSISTANCE PROGRAM' FORM), TO OBTAIN ADDITIONAL INFORMATION THAT WILL FURTHER ASSIST US TO ASSESS THEIR ELIGIBILITY FOR CHARITY ASSISTANCE. (NOTE: IF PATIENT IS AT LEAST L8 YEARS OLD THEY WILL BE QUALIFIED TO APPLY FOR ASSISTANCE BASED ON THEIR OWN INCOME AND ASSETS RATHER THAN THEIR PARENTS.) 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: 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).ONCE THE FINANCIAL ASSISTANCE FORM IS COMPLETE, THE FINANCIAL COUNSELOR WILL REVIEW TO ASSURE THAT SUPPORTING DOCUMENTATION IS ATTACHED, PROVIDE ALL THE CALCULATIONS REQUIRED, AND PROVIDE A PRELIMINARY ASSESSMENT OF 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 FINANCIAL ASSISTANCE 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 REQUIREMENTS BASED ON THE EXPECTED SERVICES AND WILL OFFER PAYMENT OPTIONS OR A PAYMENT PLAN AS APPROPRIATE. IF THE PRELIMINARY ASSESSMENT APPROVES THE PATIENT FOR FINANCIAL ASSISTANCE, THE FINANCIAL COUNSELOR WILL PRESENT THE PACKET TO THE MANAGER OF PATIENT FINANCIAL SERVICES FOR REVIEW AND QUALIFICATION APPROVAL. |
| PART VI, LINE 4: | BECAUSE SHEPHERD IS A LONG-TERM ACUTE CARE HOSPITAL (LTACH) THAT FUNCTIONS AS AN ACUTE CARE HOSPITAL AND A REHABILITATION CENTER, ITS COMMUNITY IS DEFINED DIFFERENTLY THAN THAT OF TYPICAL ACUTE CARE HOSPITALS THAT USE GEOGRAPHY AS ITS PRIMARY POPULATION. INSTEAD, SHEPHERD DEFINES ITS COMMUNITY IN THREE WAYS: 1) SHEPHERD PATIENTS AND THEIR FAMILIES AND CAREGIVERS, 2) INDIVIDUALS WITH SIMILAR CONDITIONS, INCLUDING ALL PERSONS WITH THE TYPES OF INJURIES AND DISEASE STATES SHEPHERD TREATS, REGARDLESS OF WHETHER THEY HAVE RECEIVED CARE AT SHEPHERD, AND 3) RESIDENTS OF GEORGIA AND METRO ATLANTA: WHILE SHEPHERD SERVES A BROAD POPULATION, HALF OF SHEPHERD'S PATIENTS COME FROM GEORGIA, AND NEARLY HALF OF THOSE LIVE IN THE METROPOLITAN ATLANTA AREA. FROM FY22 TO FY24, PATIENTS FROM 115 GEORGIA COUNTIES WERE ADMITTED TO SHEPHERD CENTER, WITH THE ATLANTA METROPOLITAN COUNTIES HAVING THE MOST SIGNIFICANT VOLUME OF COMMUNITY MEMBERS ADMITTED TO THE CENTER. THE TOP 10 GEORGIA COUNTIES BY HOSPITAL ADMISSION FOR FY22 TO FY24 WERE FULTON, DEKALB, COBB, GWINNETT, HENRY, CLAYTON, CHEROKEE, FAYETTE, PAULDING, AND COWETA. THESE COUNTIES REPRESENTED APPROXIMATELY 27% OF ALL INPATIENT ADMISSION FOR FY23 AND FY24.DUE TO THE UNIQUE NATURE OF ITS CARE, SHEPHERD DOES NOT SEE THE USUAL TYPE OF PATIENT PROFILE MOST TYPICAL ACUTE CARE HOSPITALS SEE: THEIR DIRECT GEOGRAPHIC COMMUNITY. INSTEAD, AND EVEN THOUGH SHEPHERD IS IN THE HEART OF THE DIVERSE CITY OF ATLANTA, GEORGIA., SHEPHERD'S COMMUNITY MORE CLOSELY REFLECTS THAT OF NATIONAL CATASTROPHIC INJURY AND SIGNIFICANT NEUROLOGICAL CONDITION DIAGNOSIS TRENDS, WHICH BEND SIGNIFICANTLY TOWARD WHITE POPULATIONS.WHEN LOOKING AT GENDER, SHEPHERD IS IMPACTED BY TWO TRENDS REFLECTIVE OF NATIONAL DEMOGRAPHICS. CATASTROPHIC INJURIES TEND TO HAPPEN MORE TO MALES THAN FEMALES, ESPECIALLY FOR PEOPLE WITH SCIS WHOSE CARE OFTEN BEGINS WITHIN THE HOSPITAL AS AN INPATIENT. MS DIAGNOSES, THOUGH, ARE FAR MORE COMMON IN WOMEN AND ARE MOST OFTEN TREATED IN AN OUTPATIENT SETTING.THE OVERWHELMING MAJORITY OF INPATIENTS AND OUTPATIENTS SPOKE ENGLISH ABOUT 98 PERCENT EACH YEAR BETWEEN FY22 AND FY24, ON AVERAGE. SPANISH IS THE MOST COMMON SECOND PRIMARY LANGUAGE SPOKEN.FROM FY22 TO FY24, OF ALL INPATIENTS, THOSE WITH AN ACQUIRED BRAIN INJURY (ABI) AS THEIR PRIMARY IMPAIRMENT MADE UP THE HIGHEST PERCENTAGE OF PATIENTS. PATIENTS WITH AN SCI AS THEIR PRIMARY IMPAIRMENT WERE THE SECOND HIGHEST PERCENTAGE OF PATIENTS. |
| PART VI, LINE 5: | SHEPHERD CENTER PROMOTES HEALTH OF THE COMMUNITY THROUGH 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 AND OTHER NEUROMUSCULAR DISEASES, AS WELL AS THE FAMILY OR LOVED ONES AFFECTED. PATIENTS AT SHEPHERD CENTER GET MORE THAN MEDICAL CARE THEY RECEIVE THE FULL CONTINUUM OF CARE FROM EVALUATION AND MEDICAL TREATMENT TO REHABILITATION AND LIFELONG SUPPORT PROGRAMS THAT EXTEND BACK TO THEIR COMMUNITIES. OUR PATIENT POPULATION HAS UNIQUE NEEDS THAT ARE TYPICALLY UNDERSERVED, MAKING SHEPHERD AN IMPORTANT LIFELINE AND RESOURCE FOR OUR PATIENTS THROUGHOUT THEIR LIFE. SHEPHERD CENTER'S COMMUNITY INCLUDES CURRENT AND FORMER PATIENTS, AS WELL AS THEIR FAMILIES AND LOVED ONES.TO FURTHER PROMOTE THE HEALTH OF THE COMMUNITY, IN 2025, SHEPHERD CENTER'S CENTER FOR ASSISTIVE TECHNOLOGY EXPANDED ITS RESEARCH AND INNOVATION WITH SHEPHERD'S INNOVATION INSTITUTE, A 30,000-SQUARE-FOOT FACILITY FEATURING AN ASSISTIVE TECHNOLOGY SHOWROOM, ALLOWING INDIVIDUALS TO TRIAL DEVICES BEFORE PURCHASE. THIS WILL ENABLE COMMUNITY MEMBERS WITH DISABILITIES TO LEARN ABOUT AND ACCESS TECHNOLOGIES THAT ENHANCE THEIR ABILITY TO PERFORM DAILY ACTIVITIES SUCH AS ACCESSING ELECTRONIC DEVICES, CONTROLLING THEIR HOME ENVIRONMENT, DRIVING, AND MOVING AROUND. |
| PART VI, LINE 6: | SHEPHERD IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BLAZESPORTS AMERICA INC | |||||||||
| 3000 BUSINESS PARK DRIVE A | NORCROSS | GA | 30071 | 582087265 | 501(C)(3) | $5,000 | $0 | GENERAL SUPPORT | |
| GEORGIA RSVP INC | |||||||||
| 1330 MAYFIELD MANOR DRIVE | ALPHARETTA | GA | 30009 | 850585273 | 501(C)(3) | $5,000 | $0 | GENERAL SUPPORT | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | 135661935 | 501(C)(3) | $8,000 | $0 | GENERAL SUPPORT | |
| SIDE BY SIDE BRAIN INJURY CLUBHOUSE | |||||||||
| 1001 MAIN STREET | STONE MOUNTAIN | GA | 30083 | 582448708 | 501(C)(3) | $40,000 | $0 | GENERAL SUPPORT | |
| SCI VENTURES LLC | |||||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | 923621629 | 501(C)(3) | $1,000,000 | $0 | SUPPORT FOR RESEARCH TO DEVELOP CURES FOR SPINAL CORD INJURY | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||||
| 228 ALDRICH HALL | IRVINE | CA | 926971050 | 952226406 | 501(C)(3) | $123,523 | $0 | RESEARCH GRANT | |
| ALBERT EINSTEIN HEALTHCARE NETWORK | |||||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 232290323 | 501(C)(3) | $60,000 | $0 | RESEARCH GRANT | |
| HEALTH TECH PAL CORP | |||||||||
| 1930 MARLTON PIKE E SUITE Q37 | CHERRY HILL | NJ | 08003 | 464086450 | C CORP | $57,940 | $0 | RESEARCH GRANT | |
| SENSORIA HEALTH INC | |||||||||
| 15600 REDMOND WAY SUITE 205 | REDMOND | WA | 980523862 | 823150893 | C CORP | $47,416 | $0 | RESEARCH GRANT | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||||
| 1 SOUTH PARK CIR BUILDING 1SUITE | CHARLESTON | SC | 29407 | 576000722 | STATE AGENCY | $40,806 | $0 | RESEARCH GRANT | 402 |
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION | |||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042551124 | 501(C)(3) | $40,000 | $0 | RESEARCH GRANT | |
| FLINT REHABILITATION DEVICES | |||||||||
| 18023 SKY PARK CIRCLE SUITE H2 | IRVINE | CA | 92614 | 453756413 | LLC | $38,100 | $0 | RESEARCH GRANT | |
| GEORGIA TECH RESEARCH CORPORATION | |||||||||
| PO BOX 100117 | ATLANTA | GA | 30384 | 580603146 | 501(C)(3) | $37,066 | $0 | RESEARCH GRANT | |
| VORTANT TECHNOLOGIES LLC | |||||||||
| 88 HIGH COUNTRY ROAD | WEAVERVILLE | NC | 28787 | 161641817 | S CORP | $35,679 | $0 | RESEARCH GRANT | |
| THE REGENTS OF THE UNIVERSITY OF COLORADO DENVER | |||||||||
| 1800 GRANT STREET SUITE 200 | DENVER | CO | 80203 | 846000555 | 501(C)(3) | $21,920 | $0 | RESEARCH GRANT | |
| COUNCIL OF STATE ADMINISTRATORS OF VOCATIONAL REHABILITATION | |||||||||
| 1 RESEARCH COURT SUITE 450 | ROCKVILLE | MD | 208506252 | 526071153 | 501(C)(3) | $16,748 | $0 | RESEARCH GRANT | |
| NORTHWESTERN UNIVERSITY | |||||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $10,386 | $0 | RESEARCH GRANT | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | 916001537 | STATE GOVERNMENT | $8,980 | $0 | RESEARCH GRANT | |
| UNIVERSITY OF DELAWARE | |||||||||
| 550 S COLLEGE AVENUE | NEWARK | DE | 19713 | 516000297 | 501(C)(3) | $8,933 | $0 | RESEARCH GRANT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STAFF SUPPORT, PATIENT SUPPORTY & RESEARCH GRANT | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $84,970 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PRIOR TO AWARDING ASSISTANCE TO ORGANIZATIONS, AN ASSESSMENT IS MADE ON THE ULTIMATE USE OF THE FUNDS. FINAL DETERMINATION IS BASED ON WHETHER THE FUNDS ARE COMPLIMENTARY TO SHEPHERD CENTER'S MISSION AND/OR IN FURTHERANCE OF COMMUNITY NEEDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH MORRISON | ||||||||||||||
| FORMER CEO | $799,798 | $0 | $801,741 | $0 | $0 | $0 | $14,488 | $0 | $15,313 | $0 | $1,631,340 | $0 | $0 | $0 |
| MICHAEL R YOCHELSON MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $625,084 | $0 | $216,220 | $0 | $0 | $0 | $10,675 | $0 | $27,953 | $0 | $879,932 | $0 | $0 | $0 |
| ERIK SHAW | ||||||||||||||
| PHYSICIAN | $732,667 | $0 | $10,000 | $0 | $0 | $0 | $15,250 | $0 | $27,943 | $0 | $785,860 | $0 | $0 | $0 |
| JAMES H SHEPHERD III | ||||||||||||||
| PRESIDENT/CEO | $483,996 | $0 | $148,096 | $0 | $0 | $0 | $8,050 | $0 | $28,278 | $0 | $668,420 | $0 | $0 | $0 |
| SHERRILL LORING | ||||||||||||||
| PHYSICIAN | $627,219 | $0 | $10,900 | $0 | $0 | $0 | $15,000 | $0 | $36 | $0 | $653,155 | $0 | $0 | $0 |
| BROCK BOWMAN MD | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $594,279 | $0 | $10,000 | $0 | $0 | $0 | $15,250 | $0 | $27,953 | $0 | $647,482 | $0 | $0 | $0 |
| PHILIP WEXLER | ||||||||||||||
| PHYSICIAN | $603,071 | $0 | $10,000 | $0 | $0 | $0 | $5,750 | $0 | $27,943 | $0 | $646,764 | $0 | $0 | $0 |
| BEN W THROWER | ||||||||||||||
| PHYSICIAN | $591,282 | $0 | $10,000 | $0 | $0 | $0 | $15,250 | $0 | $20,939 | $0 | $637,471 | $0 | $0 | $0 |
| DAVID QUINTERO | ||||||||||||||
| PHYSICIAN | $605,902 | $0 | $10,000 | $0 | $0 | $0 | $7,625 | $0 | $974 | $0 | $624,501 | $0 | $0 | $0 |
| STEPHEN B HOLLEMAN | ||||||||||||||
| FORMER CFO | $304,012 | $0 | $210,595 | $0 | $0 | $0 | $15,250 | $0 | $17,402 | $0 | $547,259 | $0 | $0 | $0 |
| KATHERINE CREEK | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $308,381 | $0 | $31,380 | $0 | $0 | $0 | $5,750 | $0 | $16,767 | $0 | $362,278 | $0 | $0 | $0 |
| SARAH BATTS | ||||||||||||||
| SR VICE PRESIDENT ADVANCEMENT | $308,296 | $0 | $33,370 | $0 | $0 | $0 | $8,050 | $0 | $10,518 | $0 | $360,234 | $0 | $0 | $0 |
| DEBORAH BACKUS | ||||||||||||||
| VP RESEARCH AND INNOVATION | $285,456 | $0 | $15,980 | $0 | $0 | $0 | $15,250 | $0 | $16,712 | $0 | $333,398 | $0 | $0 | $0 |
| JOE NOWICKI | ||||||||||||||
| VP FACILITY SERVICE | $271,936 | $0 | $24,460 | $0 | $0 | $0 | $2,948 | $0 | $20,955 | $0 | $320,299 | $0 | $0 | $0 |
| JO TAPPER | ||||||||||||||
| VP MARKETING AND COMMUNICA | $289,260 | $0 | $15,000 | $0 | $0 | $0 | $7,620 | $0 | $984 | $0 | $312,864 | $0 | $0 | $0 |
| ATUL KANVINDE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $292,764 | $0 | $3,000 | $0 | $0 | $0 | $0 | $0 | $9,863 | $0 | $305,627 | $0 | $0 | $0 |
| WILMA BUNCH | ||||||||||||||
| VP PATIENT EXPERIENCE | $237,127 | $0 | $12,000 | $0 | $0 | $0 | $15,250 | $0 | $10,486 | $0 | $274,863 | $0 | $0 | $0 |
| TIFFANY LECROY | ||||||||||||||
| CHIEF NURSING OFFICER | $200,780 | $0 | $14,800 | $0 | $0 | $0 | $15,002 | $0 | $27,943 | $0 | $258,525 | $0 | $0 | $0 |
| BETH BOATWRIGHT | ||||||||||||||
| CFO | $216,638 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,070 | $0 | $223,708 | $0 | $0 | $0 |
| BRIAN BARNETTE | ||||||||||||||
| CHIEF INFORMATION OFFICER/ | $172,190 | $0 | $800 | $0 | $0 | $0 | $10,675 | $0 | $19,262 | $0 | $202,927 | $0 | $0 | $0 |
| DONALD P LESLIE MD | ||||||||||||||
| MED DIR EMERITUS | $144,136 | $0 | $3,500 | $0 | $0 | $0 | $15,244 | $0 | $18,180 | $0 | $181,060 | $0 | $0 | $0 |
| STEPHEN K MARSH | ||||||||||||||
| CHIEF COMPLIANCE OFFICER & GENERAL C | $177,308 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $33 | $0 | $177,341 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| SCHEDULE J, PART II | SARAH MORRISON RETIRED FROM THE CEO POSITION ON 09/20/2024 AND STEPHEN B. HOLLEMAN RETIRED FROM THE CFO POSITION ON 7/31/2024. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| A | 581506878 | 359900ZT7 | 2009-11-04 | $56,000,000 | PROVIDE FUNDS TO REFUND 4/20/05 ISSUE FOR HOSPITAL EXPANSION | 0 | 0 | 0 |
| DEVELOPMENT AUTHORITY OF FULTON COUNTY | ||||||||
| B | 581506878 | 2022-12-22 | $175,000,000 | PROVIDE FUNDS FOR CONSTRUCTION AND EQUIPPING IMPROVEMENTS TO THE CENTER | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $15,200,000 | $56,000,000 | $56,000,000 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $69,550,100 | $69,550,100 | 2025 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Use By OthersPrivateBusUseByOthersPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0.01400 | 0.01400 | 0 | 0 | 0 | |
| B | 0 | Yes (1) | 0 | 0 | 0.00900 | 0.00900 | 0 | 0 | 0 | 0.00000 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JULIE SHEPHERD | |||
| FAMILY MEMBER | $127,258 | EMPLOYEE | 0 |
| CLARE HARTIGAN | |||
| FAMILY MEMBER | $14,588 | EMPLOYEE | 0 |
| YATES INSURANCE AGENCY | |||
| FAMILY MEMBER | $82,500 | INSURANCE BROKERAGE SERVICES | 0 |
| CHOATE CONSTRUCTION | |||
| FOUNDER AND CHAIRMAN OF CHOATE CONSTRUCTION IS TRUSTEE OF RELATED ENTITY | $69,789,325 | CONSTRUCTION SERVICES | 0 |
| BUCKHEAD EAR NOSE AND THROAT | |||
| FOUNDATION BOARD MEMBER AND PHYSICIAN | $313,475 | MEDICAL TREATMENT SERVICES | 0 |
| BRASFIELD & GORRIE LLC | |||
| FOUNDATION BOARD MEMBER | $41,915,827 | CONSTRUCTION SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (D) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 75 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,923,961 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS GIFTS | Desc |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $84,822 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A, LINE 4 | THE BYLAWS WERE AMENDED IN SEPTEMBER 2024 TO ADD THE TECHNOLOGY ADVISORY COMMITTEE TO THE LIST OF COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY CRI ADVISORS, 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 (SULLIVAN COTTER), 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 PRESIDENT/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, INFORMATION SYSTEMS, ENGINEERING, DEPRECIATION EXPENSE, HUMAN RESOURCES, SECURITY, RENOVATION AND LANDSCAPING, INFORMATION SECURITY, FACILITIES, RISK MANAGEMENT, AMORTIZATION, AND FOOD SERVICES. |
| FORM 990, PART XI, LINE 9: | CHANGES IN TEMPORARILY RESTRICTED NET ASSETS 12,892,479. CHANGES IN INTERCOMPANY ACCOUNTS -4,164,933. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS 1,270,635. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD CENTER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201238224 | EIN |
| Primary Activities | FUNDRAISING FOR SHEPHERD CENTER EXCLUSIVELY | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(1) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SSC AFFILIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 PEACHTREE ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581921355 | EIN |
| Primary Activities | RETAIL PHARMACY, MEDICAL SUPPLY, AND GIFT SHOP | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$17,057 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,511,428 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SSC AFFILIATES INC | ||
| A | $70,711 | FMV |
| SSC AFFILIATES INC | ||
| L | $78,809 | FMV |
| SHEPHERD CENTER FOUNDATION INC | ||
| M | $937,330 | FMV |
| SHEPHERD CENTER FOUNDATION INC | ||
| N | $101,218 | FMV |
| SSC AFFILIATES INC | ||
| O | $946,859 | FMV |
| SHEPHERD CENTER FOUNDATION INC | ||
| O | $3,703,162 | FMV |
| SSC AFFILIATES INC | ||
| Q | $730,000 | FMV |
| SHEPHERD CENTER FOUNDATION INC | ||
| R | $82,551 | FMV |
| SHEPHERD CENTER FOUNDATION INC | ||
| S | $74,541,372 | FMV |