2026-01-27T15:33:34-06:00 2025-03-31 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990 2024-04-01 510141601 SHEPHERD CENTER INC SHEP 4043507310 2020 PEACHTREE ROAD NW ATLANTA GA 30309 BETH BOATWRIGHT CFO 4043507310 2026-01-22 1 0 MINAL PATEL P00976165 7703948000 2026-01-22 2024 2025-03-06 01:10:19Z 2020 PEACHTREE ROAD NW ATLANTA GA 30309 366426876 0 X WWW.SHEPHERD.ORG X 1975 GA SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SHEPHERD CENTER'S MISSION STATEMENT.SHEPHERD CENTER'S MISSION IS TO HELP PEOPLE WITH A TEMPORARY OR PERMANENT DISABILITY CAUSED BY INJURY OR DISEASE REBUILD THEIR LIVES WITH HOPE, INDEPENDENCE, AND DIGNITY, ADVOCATING FOR THEIR FULL INCLUSION IN ALL ASPECTS OF COMMUNITY LIFE WHILE PROMOTING SAFETY AND INJURY PREVENTION. 34 29 2193 1000 149520 0 129576925 70037645 272104390 281359017 10487282 7278224 5920387 7751990 418088984 366426876 0 1695467 0 0 162892301 168709761 0 0 0 136079437 152464747 298971738 322869975 119117246 43556901 898923890 1004152577 110541328 156803585 788382562 847348992 X SHEPHERD CENTER'S PRIMARY PURPOSE IS TO PROVIDE ACUTE AND REHABILITATIVE HOSPITAL CARE TO PATIENTS WITH SPINAL CORD INJURIES, ACQUIRED BRAIN INJURIES, MULTIPLE SCLEROSIS, AND OTHER NEUROMUSCULAR AND NEUROLOGICAL CONDITIONS. WE STRIVE TO BE THE MOST COMPREHENSIVE CATASTROPHIC CARE SPECIALTY HOSPITAL IN THE WORLD, COMMITTED TO IMPROVING OUR PATIENTS' LIVES. 0 0 221796947 1695467 281359017 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. 23751139 22034255 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. 7322092 5749517 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. 252870178 1 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 258 0 1 2193 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 34 29 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA SC FL NC AL VA ME TN X X X KIMBERLY L LABOONE 4043507336 2020 PEACHTREE RD NW ATLANTA GA 303091402 ALANA SHEPHERD CHAIRMAN 30.00 30.00 X X 0 0 0 ANDREW ALIAS BOARD MEMBER 1.00 1.00 X 0 0 0 BETH BOATWRIGHT CFO 40.00 1.00 X X 216638 0 7070 BRYANT G COATS BOARD MEMBER 1.00 0.00 X 0 0 0 CHARLES L DAVIDSON III BOARD MEMBER 1.00 0.00 X 0 0 0 CLARK H DEAN CHAIR ELECT 1.00 0.00 X X 0 0 0 CYNDAE ARRENDALE BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID F APPLE JR MD MED DIR EMERITUS 30.00 1.00 X X 130499 0 13051 DONALD P LESLIE MD MED DIR EMERITUS 20.00 1.00 X 147636 0 33424 DOUGLAS LINDAUER BOARD MEMBER 1.00 0.00 X 0 0 0 FRED 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514607 0 32652 SUSAN HAWKINS BOARD MEMBER 1.00 0.00 X 0 0 0 TALBOT NUNNALLY BOARD MEMBER 1.00 0.00 X 0 0 0 VINCENZO PISCOPO BOARD MEMBER 1.00 0.00 X 0 0 0 W CLYDE SHEPHERD III BOARD MEMBER 1.00 0.00 X 0 0 0 WILLIAM C FOWLER BOARD MEMBER 1.00 0.00 X 0 0 0 ATUL KANVINDE CHIEF INFORMATION OFFICER 40.00 1.00 X 295764 0 9863 BRIAN BARNETTE CHIEF INFORMATION OFFICER/ 40.00 0.00 X 172990 0 29937 STEPHEN K MARSH CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL 40.00 0.00 X 177308 0 33 BROCK BOWMAN MD ASSOCIATE MEDICAL DIRECTOR 40.00 0.00 X 604279 0 43203 DEBORAH BACKUS VP RESEARCH AND INNOVATION 40.00 0.00 X 301436 0 31962 JO TAPPER VP MARKETING AND COMMUNICA 40.00 0.00 X 304260 0 8604 JOE NOWICKI VP FACILITY SERVICE 40.00 0.00 X 296396 0 23903 KATHERINE CREEK CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 339761 0 22517 SARAH BATTS SR VICE PRESIDENT ADVANCEMENT 1.00 40.00 X 341666 0 18568 TIFFANY LECROY CHIEF NURSING OFFICER 40.00 0.00 X 215580 0 42945 WILMA BUNCH VP PATIENT EXPERIENCE 40.00 0.00 X 249127 0 25736 BEN W THROWER PHYSICIAN 40.00 0.00 X 601282 0 36189 DAVID QUINTERO PHYSICIAN 40.00 0.00 X 615902 0 8599 ERIK SHAW PHYSICIAN 40.00 0.00 X 742667 0 43193 PHILIP WEXLER PHYSICIAN 40.00 0.00 X 613071 0 33693 SHERRILL LORING PHYSICIAN 40.00 0.00 X 638119 0 15036 10593923 0 584935 355 1 1 0 CHOATE CONSTRUCTION 8200 ROBERTS DRIVE SUITE 600 ATLANTA GA 30350 CONSTRUCTION SERVICES 69789325 BRASFIELD & GORRIE LLC 2999 CIRCLE 75 PARKWAY ATLANTA GA 30339 CONSTRUCTION SERVICES 41915827 PIEDMONT HEALTHCARE PO BOX 100062 ATLANTA GA 303480062 MEDICAL SERVICES 7035991 PIEDMONT COMMUNITY CONNECT PO BOX 117464 ATLANTA GA 303687464 INFORMATION TECHNOLOGY MAINTENANCE SERVI 2544724 MAY ARCHITECTURE & INTERIORS LLC 1175 PEACHTREE STREET NE SUITE 1800 ATLANTA GA 30361 ARCHITECTURAL AND DESIGN SERVICES 2113004 56 3544330 66493315 88622 70037645 NET INPATIENT SERVICE 900099 184654920 184654920 NET OUTPATIENT SERVICE 900099 86152361 86152361 NET DAYPATIENT SERVICE 900099 10551736 10551736 281359017 7241743 7241743 36481 0 36481 36481 36481 CAFETERIA REVENUE 900099 1781923 1781923 ADMINISTRATIVE FEES 532000 78809 78809 RENTAL INCOME 532000 70711 70711 5820547 5820547 7751990 366426876 287179564 149520 9060147 X 1610497 1610497 84970 84970 11178860 5791699 5387161 124857134 102858655 21998479 4203482 4203482 8957229 7379062 1578167 19513056 7925269 11587787 1414090 660411 753679 279723 279723 213226 213226 59223 59223 23374747 15921685 7453062 1112983 39332 1073651 4099213 2550033 1549180 7828083 145310 7682773 3336981 1034688 2302293 793208 639303 153905 1443633 813163 630470 2462221 2462221 14697581 5051707 9645874 1512321 162963 1349358 MEDICAL SUPPLIES 77655211 77655211 OTHER DIRECT EXPENSES 7681979 216188 7465791 EQUIPMENT RENTAL & MAIN 4500324 2844207 1656117 ALLOCATION OF INDIRECT 0 19485825 -19485825 322869975 252870178 69999797 0 16229173 24523011 147018389 142394652 1487075 1717773 93794767 83106651 67301 62654 6384497 5325523 4872551 5179906 585867004 225931651 268781244 359935353 341131300 364688109 10321280 8053031 8836313 9165914 898923890 1004152577 46480920 41282531 846732 534815 55850100 107650100 7363576 7336139 110541328 156803585 X 613009731 657813047 175372831 189535945 788382562 847348992 898923890 1004152577 X 43556901 5411348 9998181 X X 0 1 X 1 1 1 X 18547 220927 239474 252630704 252870178 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 86399 149890 235218 239474 710981 250000 250000 250000 250000 1000000 1500000 22137 18122 18547 58806 PART II-A SUPPLEMENTAL INFORMATION: 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. 48105745 1252420 49358165 48082776 22969 48105745 45563086 2519690 48082776 44573483 989603 45563086 44534489 38994 44573483 0.00000 1.00000 0.00000 0 0 44910980 44910980 341998407 77510684 264487723 188958812 146882307 42076505 9998805 1538660 8460145 359935353 ANNUITIES PAYABLE 7336139 7336139 X PART V, LINE 4: SHEPHERD CENTER HAS ESTABLISHED MULTIPLE PERMANENT ENDOWMENT FUNDS TO SUPPORT A VARIETY OF COMMUNITY FUNDED PROGRAMS SUCH AS RECREATION THERAPY, HOUSING, ASSISTIVE TECHNOLOGY AND MANY OTHER PROGRAMS THAT ARE NOT TRADITIONALLY OFFERED IN OTHER HOSPITALS. THESE PROGRAMS ARE VALUE ADDED SERVICES THAT ARE NOT REIMBURSED BY THIRD PARTY PAYORS AND ENSURE THAT SHEPHERD CENTER PROVIDES A FULL AND EXPANDED CONTINUUM OF CARE THAT HELPS FULFILL OUR MISSION OF HELPING PATIENTS REBUILD THEIR LIVES TO THE FULLEST EXTENT POSSIBLE. PART X, LINE 2: SHEPHERD AND FOUNDATION HAVE BOTH BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. SHEPHERD AND FOUNDATION HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 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. 1 1 1 X 250.000000000000 0 1 1 1 0 1 1 1 1126 5520580 700366 4820214 0.01490 1 1065 505813 0 505813 0.00160 2 2191 6026393 700366 5326027 0.01650 112 10624 14042564 9572602 4469962 0.01380 6 1360 614882 183864 431018 0.00130 17 9963 1839425 1769711 69714 0.00020 59 1118 8792002 8863030 0 0.00000 1 1 40000 40000 0.00010 195 23066 25328873 20389207 5010694 0.01540 197 25257 31355266 21089573 10336721 0.03190 1 719 925069 924569 500 0.00000 6 944 961375 904563 56812 0.00020 7 1663 1886444 1829132 57312 0.00020 0 1329181 27431063 48666016 -21234953 X 1 1 1 1 SHEPHERD CENTER INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 WWW.SHEPHERD.ORG 060-500 X X SHEPHERD CENTER INC 1 0 0 1 X X X X X X X X X 24 1 0 0 1 X SHEPHERD.ORG X 1 24 1 WWW.SHEPHERD.ORG 0 1 X 250.000000000000 X X X X 1 1 X X X 1 X SHEPHERD.ORG X SHEPHERD.ORG X SHEPHERD.ORG X X X X X X 1 X 0 0 X 0 0 SHEPHERD CENTER, INC. PART V, SECTION B, LINE 5: 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. 3 1 - SHARE MILITARY INIT & COMPLEX CONCUSSION 80 PEACHTREE PARK DRIVE NE ATLANTA GA 30309 OUTPATIENT CENTER SERVING INJURED SERVICEMEN AND WOMEN 2 - SHEPHERD PATHWAYS 1942 CLAIRMONT ROAD DECATUR GA 30033 OUTPATIENT CENTER SERVING BRAIN INJURY PATIENTS 3 - PATHWAY RESIDENTIAL 2086 AZALEA CIRCLE DECATUR GA 30033 RESIDENTIAL UNITS SERVING BRAIN INJURY PATIENTS PART I, LINE 3C: IF INCOME EXCEEDS 250% OF THE FEDERAL POVERTY GUIDELINES, ADDITIONAL INFORMATION MAY BE REQUIRED FROM THE PATIENT OR GUARANTOR TO DETERMINE IF ASSISTANCE CAN BE GRANTED BASED ON A 'MEDICALLY NEEDY' SITUATION RESULTING FROM THE CATASTROPHIC EVENT NECESSITATING ADMISSION TO SHEPHERD CENTER. PART II, COMMUNITY BUILDING ACTIVITIES: SHEPHERD CENTER'S COMMUNITY BUILDING ACTIVITIES ARE CONCENTRATED IN THE FOLLOWING AREAS: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. 1 BLAZESPORTS AMERICA INC 3000 BUSINESS PARK DRIVE A NORCROSS GA 30071 582087265 501(C)(3) 5000 0 GENERAL SUPPORT GEORGIA RSVP INC 1330 MAYFIELD MANOR DRIVE ALPHARETTA GA 30009 850585273 501(C)(3) 5000 0 GENERAL SUPPORT NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 135661935 501(C)(3) 8000 0 GENERAL SUPPORT SIDE BY SIDE BRAIN INJURY CLUBHOUSE 1001 MAIN STREET STONE MOUNTAIN GA 30083 582448708 501(C)(3) 40000 0 GENERAL SUPPORT SCI VENTURES LLC 636 MORRIS TURNPIKE SUITE 3A SHORT HILLS NJ 07078 923621629 501(C)(3) 1000000 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) 123523 0 RESEARCH GRANT ALBERT EINSTEIN HEALTHCARE NETWORK 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232290323 501(C)(3) 60000 0 RESEARCH GRANT HEALTH TECH PAL CORP 1930 MARLTON PIKE E SUITE Q37 CHERRY HILL NJ 08003 464086450 C CORP 57940 0 RESEARCH GRANT SENSORIA HEALTH INC 15600 REDMOND WAY SUITE 205 REDMOND WA 980523862 823150893 C CORP 47416 0 RESEARCH GRANT MEDICAL UNIVERSITY OF SOUTH CAROLINA 1 SOUTH PARK CIR BUILDING 1SUITE 402 CHARLESTON SC 29407 576000722 STATE AGENCY 40806 0 RESEARCH GRANT THE SPAULDING REHABILITATION HOSPITAL CORPORATION 300 FIRST AVENUE CHARLESTOWN MA 02129 042551124 501(C)(3) 40000 0 RESEARCH GRANT FLINT REHABILITATION DEVICES 18023 SKY PARK CIRCLE SUITE H2 IRVINE CA 92614 453756413 LLC 38100 0 RESEARCH GRANT GEORGIA TECH RESEARCH CORPORATION PO BOX 100117 ATLANTA GA 30384 580603146 501(C)(3) 37066 0 RESEARCH GRANT VORTANT TECHNOLOGIES LLC 88 HIGH COUNTRY ROAD WEAVERVILLE NC 28787 161641817 S CORP 35679 0 RESEARCH GRANT THE REGENTS OF THE UNIVERSITY OF COLORADO DENVER 1800 GRANT STREET SUITE 200 DENVER CO 80203 846000555 501(C)(3) 21920 0 RESEARCH GRANT COUNCIL OF STATE ADMINISTRATORS OF VOCATIONAL REHABILITATION 1 RESEARCH COURT SUITE 450 ROCKVILLE MD 208506252 526071153 501(C)(3) 16748 0 RESEARCH GRANT NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 10386 0 RESEARCH GRANT UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DRIVE CHICAGO IL 60693 916001537 STATE GOVERNMENT 8980 0 RESEARCH GRANT UNIVERSITY OF DELAWARE 550 S COLLEGE AVENUE NEWARK DE 19713 516000297 501(C)(3) 8933 0 RESEARCH GRANT 16 4 STAFF SUPPORT, PATIENT SUPPORTY & RESEARCH GRANT 7 84970 PART I, LINE 2: 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. X X X X X 0 0 0 0 0 1 0 0 0 SARAH MORRISON FORMER CEO 799798 0 801741 0 0 0 14488 0 15313 0 1631340 0 0 0 MICHAEL R YOCHELSON MD CHIEF MEDICAL OFFICER 625084 0 216220 0 0 0 10675 0 27953 0 879932 0 0 0 ERIK SHAW PHYSICIAN 732667 0 10000 0 0 0 15250 0 27943 0 785860 0 0 0 JAMES H SHEPHERD III PRESIDENT/CEO 483996 0 148096 0 0 0 8050 0 28278 0 668420 0 0 0 SHERRILL LORING PHYSICIAN 627219 0 10900 0 0 0 15000 0 36 0 653155 0 0 0 BROCK BOWMAN MD ASSOCIATE MEDICAL DIRECTOR 594279 0 10000 0 0 0 15250 0 27953 0 647482 0 0 0 PHILIP WEXLER PHYSICIAN 603071 0 10000 0 0 0 5750 0 27943 0 646764 0 0 0 BEN W THROWER PHYSICIAN 591282 0 10000 0 0 0 15250 0 20939 0 637471 0 0 0 DAVID QUINTERO PHYSICIAN 605902 0 10000 0 0 0 7625 0 974 0 624501 0 0 0 STEPHEN B HOLLEMAN FORMER CFO 304012 0 210595 0 0 0 15250 0 17402 0 547259 0 0 0 KATHERINE CREEK CHIEF HUMAN RESOURCES OFFICER 308381 0 31380 0 0 0 5750 0 16767 0 362278 0 0 0 SARAH BATTS SR VICE PRESIDENT ADVANCEMENT 308296 0 33370 0 0 0 8050 0 10518 0 360234 0 0 0 DEBORAH BACKUS VP RESEARCH AND INNOVATION 285456 0 15980 0 0 0 15250 0 16712 0 333398 0 0 0 JOE NOWICKI VP FACILITY SERVICE 271936 0 24460 0 0 0 2948 0 20955 0 320299 0 0 0 JO TAPPER VP MARKETING AND COMMUNICA 289260 0 15000 0 0 0 7620 0 984 0 312864 0 0 0 ATUL KANVINDE CHIEF INFORMATION OFFICER 292764 0 3000 0 0 0 0 0 9863 0 305627 0 0 0 WILMA BUNCH VP PATIENT EXPERIENCE 237127 0 12000 0 0 0 15250 0 10486 0 274863 0 0 0 TIFFANY LECROY CHIEF NURSING OFFICER 200780 0 14800 0 0 0 15002 0 27943 0 258525 0 0 0 BETH BOATWRIGHT CFO 216638 0 0 0 0 0 0 0 7070 0 223708 0 0 0 BRIAN BARNETTE CHIEF INFORMATION OFFICER/ 172190 0 800 0 0 0 10675 0 19262 0 202927 0 0 0 DONALD P LESLIE MD MED DIR EMERITUS 144136 0 3500 0 0 0 15244 0 18180 0 181060 0 0 0 STEPHEN K MARSH CHIEF COMPLIANCE OFFICER & GENERAL C 177308 0 0 0 0 0 0 0 33 0 177341 0 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYEES FOR FY 2024, THAT WAS PAID IN FY 2025. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE. 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. A DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 359900ZT7 2009-11-04 56000000 PROVIDE FUNDS TO REFUND 4/20/05 ISSUE FOR HOSPITAL EXPANSION 0 0 0 B DEVELOPMENT AUTHORITY OF FULTON COUNTY 581506878 2022-12-22 175000000 PROVIDE FUNDS FOR CONSTRUCTION AND EQUIPPING IMPROVEMENTS TO THE CENTER 0 0 0 A 15200000 56000000 56000000 2007 1 0 1 1 B 69550100 69550100 2025 0 0 0 1 A 0 1 1 0 0 0.01400 0.01400 0 0 0 B 0 1 0 0 0.00000 0.00900 0.00900 0 0 0 A 0 0 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 A 0 B 0 JULIE SHEPHERD FAMILY MEMBER 127258 EMPLOYEE 0 CLARE HARTIGAN FAMILY MEMBER 14588 EMPLOYEE 0 YATES INSURANCE AGENCY FAMILY MEMBER 82500 INSURANCE BROKERAGE SERVICES 0 CHOATE CONSTRUCTION FOUNDER AND CHAIRMAN OF CHOATE CONSTRUCTION IS TRUSTEE OF RELATED ENTITY 69789325 CONSTRUCTION SERVICES 0 BUCKHEAD EAR NOSE AND THROAT FOUNDATION BOARD MEMBER AND PHYSICIAN 313475 MEDICAL TREATMENT SERVICES 0 BRASFIELD & GORRIE LLC FOUNDATION BOARD MEMBER 41915827 CONSTRUCTION SERVICES 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (D) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION X 2 3800 FAIR MARKET VALUE X 75 2923961 FAIR MARKET VALUE X VARIOUS GIFTS 8 84822 FAIR MARKET VALUE 0 1 0 PART I, LINE 33: SHEPHERD CENTER USES THE ACCRUAL METHOD OF ACCOUNTING. SECURITY DONATIONS ARE RECEIVED BY SHEPHERD CENTER FOUNDATION AND PASSED THROUGH TO SHEPHERD CENTER. THESE SECURITIES ARE LIQUIDATED IMMEDIATELY AND THE PROCEEDS ARE RECORDED DIRECTLY TO THE TEMPORARILY AND PERMANENTLY RESTRICTED NET ASSETS PORTION OF THE BALANCE SHEET. AS EXPENSES ARE INCURRED, THESE FUNDS ARE RELEASED FROM RESTRICTION AND ONLY THEN BECOME AN ELEMENT OF REVENUE. WE REPORT THE ENTIRE AMOUNT OF THESE DONATIONS ON SCHEDULE M FOR TRANSPARENCY SINCE THE AMOUNT ON THE STATEMENT OF REVENUE, LINE 1G DOES NOT FULLY REPRESENT THE NON-CASH DONATIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: ALANA SHEPHERD (CHAIRMAN OF THE BOARD AND TRUSTEE), JAMES H. SHEPHERD, III (PRESIDENT/COO AND BOARD MEMBER), AND W. CLYDE SHEPHERD, III (BOARD MEMBER). FAMILY RELATIONSHIP: SHALER ALIAS (BOARD MEMBER), FRED ALIAS (BOARD MEMBER), AND ANDREW ALIAS (BOARD MEMBER AND TRUSTEE). FAMILY RELATIONSHIP: JUSTIN JONES (BOARD MEMBER) AND ELIZABETH ALLEN (TRUSTEE). FAMILY RELATIONSHIP: BERNIE MARCUS (BOARD MEMBER EMERITUS) AND BILLI MARCUS (TRUSTEE EMERITUS). NOTE: THE BOARD'S EMERITI DO NOT VOTE AND THEY ARE NOT EXPECTED TO ATTEND MEETINGS. FORM 990, PART VI, SECTION 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. SHEPHERD CENTER FOUNDATION 2020 PEACHTREE ROAD NW ATLANTA GA 30309 201238224 FUNDRAISING FOR SHEPHERD CENTER EXCLUSIVELY GA 501(C)(3) 509(A)(1) N/A 0 SSC AFFILIATES INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 581921355 RETAIL PHARMACY, MEDICAL SUPPLY, AND GIFT SHOP GA SHEPHERD CENTER INC C -17057 1511428 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 1 1 SSC AFFILIATES INC A 70711 FMV SSC AFFILIATES INC L 78809 FMV SHEPHERD CENTER FOUNDATION INC M 937330 FMV SHEPHERD CENTER FOUNDATION INC N 101218 FMV SSC AFFILIATES INC O 946859 FMV SHEPHERD CENTER FOUNDATION INC O 3703162 FMV SSC AFFILIATES INC Q 730000 FMV SHEPHERD CENTER FOUNDATION INC R 82551 FMV SHEPHERD CENTER FOUNDATION INC S 74541372 FMV