2011-09-22T08:03:02-05:00 2011-03-31 CARR RIGGS & INGRAMLLC 4360 CHAMBLEE DUNWOODY RD SUITE 420 ATLANTA GA 30341 990 2010-04-01 201238224 SHEPHERD CENTER FOUNDATION INC SHEP 4043507305 2020 PEACHTREE ROAD NW ATLANTA GA 30309 STEPHEN B HOLLEMAN 4043507305 2011-09-09 1 ANDREW WITCHER 7704576606 2010 2016-03-07 17:11:31Z SCOTT H SIKES 2020 PEACHTREE ROAD NW ATLANTA GA 30309 2050438 0 X WWW.SHEPHERD.ORG X 2004 GA SEE SCHEDULE O FOR A COMPLETE DESCRIPTION OF SHEPHERD CENTER FOUNDATION'S MISSION STATEMENT.SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN. 34 27 0 708 0 0 0 0 0 0 -12421 730927 5168 6435 -7253 737362 0 0 0 0 1065382 1143311 0 0 1654196 412388 510885 1477770 1654196 -1485023 -916834 9118136 5073474 1039545 137263 8078591 4936211 X SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. THE MISSION STATEMENT IS CONTINUED ON SCHEDULE O.SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN. 0 0 1654196 737362 FUNDRAISING FOR SHEPHERD CENTER, INC. 1654196 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 30 0 1 0 0 0 0 0 0 1 1 0 0 0 1 0 X 34 27 1 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 GA FL AL NC SC TN X X STEPHEN B HOLLEMAN 4043507776 2020 PEACHTREE ROAD NW ATLANTA GA 303091402 ELIZABETH M ALLEN 1.00 X 0 0 0 JOHN G JIMMY ALSTON 1.00 X 0 0 0 CLAIR LEWIS ARNOLD 1.00 X 0 0 0 BRIAN S BB BROWN 1.00 X 0 0 0 MARNITE B CALDER 1.00 X 0 0 0 G RIVES CARY MD 1.00 X 0 0 0 CHARLES L DAVIDSON III 1.00 X 0 0 0 MARIAN C DOCKERY 1.00 X 0 0 0 THOMAS C GALLAGHER 1.00 X 0 0 0 THOMAS M GARR 1.00 X 0 0 0 STEPHEN B HOLLEMAN 1.00 X 0 317322 15300 DAVID B KAHN 1.00 X 0 0 0 BETTY F KING 1.00 X 0 0 0 MOLLY Y LANIER 1.00 X 0 0 0 DONALD P LESLIE MD 1.00 X 0 579008 15300 DOUGLAS R LINDAUER 1.00 X 0 0 0 ROBERT L MAYS 1.00 X 0 0 0 THOMAS W MALONE 1.00 X 0 0 0 CONNIE MCDANIEL 1.00 X 0 0 0 DUANE M MORROW 1.00 X 0 0 0 MCKEE NUNNALLY 1.00 X 0 0 0 JULI J OWENS 1.00 X 0 0 0 EUGENE L PEARCE III 1.00 X 0 0 0 LARRY L PRINCE 1.00 X 0 0 0 BRIAN D ROGERS BUCK 1.00 X 0 0 0 JAMES H SHEPHERD JR 1.00 X 0 241835 14550 BOYNTON SMITH 2.00 X 0 0 0 MICHAEL W STEPHENS 1.00 X 0 0 0 KAREN STURM 1.00 X 0 0 0 DAVID F APPLE JR MD 2.00 X X 0 178028 12990 JAMES E ERNIE PRICKETT 2.00 X X 0 0 0 ALANA SHEPHERD 20.00 X X 0 0 0 SCOTT H SIKES 40.00 X X 0 233434 8584 GARY R ULICNY 2.00 X X 0 523881 15300 DELL B SIKES 9.00 X 0 65126 0 J TYLER TIPPETT 40.00 X 0 115746 8486 0 2254380 90510 0 1 1 0 MARRIOTT BUSINESS SERVICES PO BOX 403003 ATLANTA GA 30384 CATERING SERVICES 118714 ROBERT SHUFORD 1513 HANOVER WEST DRIVE NW ATLANTA GA 30327 GOLF CLUB FEES FOR TOURNAMENT 114468 2 14719 14719 6435 6435 6435 6435 2029284 1313076 716208 716208 716208 0 737362 6435 0 730927 242018 242018 710399 710399 117871 117871 73023 73023 7605 7605 50552 50552 275225 275225 51546 51546 19854 19854 4626 4626 16711 16711 39379 39379 1243 1243 MISCELLANEOUS 44144 44144 1654196 0 0 1654196 -16211 6920 1487864 1533265 7464883 3351689 181600 181600 181600 9118136 5073474 952949 4809 86596 132454 1039545 137263 X 681783 1605190 6529887 2655099 866921 675922 8078591 4936211 9118136 5073474 X -916834 -2225546 X 0 1 1 X 0 X 12167560 14180972 8092156 10197886 7549758 52188332 12167560 14180972 8092156 10197886 7549758 52188332 10788668 41399664 10470 50598 27849 6799 737362 833078 53021410 0.78080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181600 181600 181600 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CENTER APPLIES THE PROVISIONS OF FASB ASC FOR INCOME TAXES. THIS ASC REQUIRES THAT A TAX POSITION BE RECOGNIZED OR NOT RECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE IMPLEMENTATION OF THIS ASC HAD NO IMPACT ON THE CENTER'S CONSOLIDATED STATEMENTS OF FINANCIAL POSITION OR CONSOLIDATED STATEMENTS OF OPERATIONS. THE CENTER DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. LEGENDARY PARTY 615725 543933 71792 130459 50410 17207 69598 DERBY DAY 278951 177833 101118 31213 26652 14814 59146 1 225316 137276 88040 115769 17595 32628 1119992 859042 260950 277441 94657 32021 161372 565491 -304541 X 0 0 0 0 0 0 1 0 0 STEPHEN B HOLLEMAN 0 273979 0 43343 0 0 0 11000 0 4300 0 332622 0 0 DONALD P LESLIE MD 0 505206 0 73802 0 0 0 11000 0 4300 0 594308 0 0 JAMES H SHEPHERD JR 0 211447 0 30388 0 0 0 10250 0 4300 0 256385 0 0 DAVID F APPLE JR MD 0 136866 0 31562 0 9600 0 10250 0 2740 0 191018 0 0 SCOTT H SIKES 0 228234 0 5200 0 0 0 4284 0 4300 0 242018 0 0 GARY R ULICNY 0 452436 0 71445 0 0 0 11000 0 4300 0 539181 0 0 DELL B SIKES 0 43430 0 21696 0 0 0 0 0 0 0 65126 0 0 PART I, LINE 6 THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" TO ALL ELIGIBLE EMPLOYEES BECAUSE THE CENTER SUCCESSFULLY MET TARGETED GOALS. THE BOARD RESERVES THE RIGHT TO DECLINE PAY EVEN IF THE CENTER MEETS TARGETED FINANCIAL GOALS IF THE ORGANIZATION DOES NOT MEET OTHER GOALS SUCH AS QUALITY AND CUSTOMER SERVICE GOALS, ETC. X DECLARATION BY DONOR X 1 DECLARATION BY DONOR X 30 MARKET VALUE X 1 719127 MARKET VALUE X 3 DECLARATION BY DONOR X THERAPY EQUIPMENT 3 FAIR MARKET VALUE 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: SHEPHERD CENTER FOUNDATION USES THE ACCRUAL METHOD OF ACCOUNTING. CONTRIBUTIONS ARE PASSED THROUGH TO SHEPHERD CENTER, INC. AND REVENUE FOR NON-CASH CONTRIBUTIONS ARE RECORDED ON SHEPHERD CENTER, INC.'S STATEMENT OF OPERATIONS AND FORM 990. SHEPHERD CENTER FOUNDATION DOES NOT RECOGNIZE REVENUE FOR NON-CASH DONATIONS ON THEIR STATEMENT OF OPERATIONS AND THEREFORE THE AMOUNT IN COLUMN C IS ZERO. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIP: C. DUNCAN BEARD, TRUSTEE BUSINESS RELATIONSHIP: EMORY A. SCHWALL, TRUSTEE FAMILY RELATIONSHIP: JAMES H. SHEPHERD, JR., TRUSTEE, AND ALANA S. SHEPHERD, SECRETARY BUSINESS RELATIONSHIP: FLOYD C. NEWTON, III, TRUSTEE BUSINESS RELATIONSHIP: LARRY L. PRINCE, TRUSTEE BUSINESS RELATIONSHIP: BOYNTON SMITH, TRUSTEE FORM 990, PART VI, SECTION A, LINE 7B DECISIONS FROM SHEPHERD CENTER FOUNDATION'S BOARD OF TRUSTEES ARE SUBJECT TO OVERSIGHT AND APPROVAL BY THE SHEPHERD CENTER'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS PREPARED BY CARR, RIGGS & INGRAM, LLC WITH THE ASSISTANCE OF THE ACCOUNTING STAFF AT SHEPHERD CENTER. THE RETURN IS THEN REVIEWED BY THE CHIEF FINANCIAL OFFICER WITH FURTHER CONSULTATION WITH CRI FOR ALL QUESTIONS THAT ARE UNCLEAR AS TO MEANING AND INTENT. THE CHIEF FINANCIAL OFFICER THEN REVIEWS THE FORM 990 WITH THE CHAIRMAN OF THE BOARD, THE CHIEF EXECUTIVE OFFICER, AND THE EXECUTIVE DIRECTOR OF SHEPHERD CENTER FOUNDATION FOR THEIR INPUT AND APPROVAL. SHEPHERD CENTER PROVIDES EACH MEMBER OF THE BOARD WITH A FINAL COPY OF THE FILED 990 UPON COMPLETION OF THE PROCESS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND THE FOUNDATION BOARD OF TRUSTEES ANNUALLY DISCUSS AND SIGN THE CONFLICT OF INTEREST POLICY. IF ANY APPEARANCE OF A CONFLICT OF INTEREST ARISES DURING THE YEAR EITHER IN THE EYES OF A BOARD MEMBER OR STAFF MEMBER, THE RESPECTIVE BOARD DISCUSSES THAT SITUATION AT THAT TIME AND INVESTIGATES AS NEEDED IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR FOR SHEPHERD CENTER FOUNDATION'S COMPENSATION IS DETERMINED BASED ON EXPERIENCE AND COMPENSATION SURVEYS PERFORMED BY THE HUMAN RESOURCES DEPARTMENT OF SHEPHERD CENTER. THIS ENSURES THAT THE EXECUTIVE DIRECTOR'S SALARY IS COMPARABLE TO PEER POSITIONS THROUGHOUT THE COUNTRY. FORM 990, PART VI, SECTION C, LINE 19 SHEPHERD CENTER FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO LISTED FOR PUBLIC USE ON GUIDESTAR.ORG. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: TEMPORARILY RESTRICTED PLEDGE ACTIVITY -3,874,786. PERMANENTLY RESTRICTED PLEDGE ACTIVITY -190,999. CHANGE IN INTERCOMPANY 1,840,239. TOTAL TO FORM 990, PART XI, LINE 5: -2,225,546. FORM 990, SCHEDULES A, B, G, AND M: SHEPHERD CENTER FOUNDATION USES THE ACCRUAL METHOD OF ACCOUNTING. CONTRIBUTIONS ARE PASSED THROUGH TO SHEPHERD CENTER, INC., AND REVENUE FOR CONTRIBUTIONS ARE RECORDED ON SHEPHERD CENTER, INC.'S STATEMENT OF OPERATIONS AND FORM 990. SHEPHERD CENTER FOUNDATION DOES NOT RECOGNIZE REVENUE FOR CONTRIBUTIONS ON ITS STATEMENT OF OPERATIONS, AND, THEREFORE, THE AMOUNTS REPORTED IN PART VIII, SECTION 1 ARE ZERO. SCHEDULES A, B, G, AND M HAVE BEEN COMPLETED TO REFLECT THE CONTRIBUTIONS RECEIVED BUT NOT REPORTED AS REVENUE ON THE STATEMENT OF OPERATIONS. SHEPHERD CENTER INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 510141601 HOSPITAL GA 501(C)(3) 170(B)(1)(A)(III) N/A 0 SHEPHERD CENTER AUXILIARY INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 581451409 DIRECT PATIENT AID & FUNDRAISING ACTIVITIES GA 501(C)(3) 509(A)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 SHEPHERD CENTER INC K 569678 FMV SHEPHERD CENTER INC M 11340 FMV SHEPHERD CENTER INC N 1143310 FMV SHEPHERD CENTER INC Q 10476929 FMV SHEPHERD CENTER INC L 167941 FMV SHEPHERD CENTER AUXILIARY INC C 105115 FMV