Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 04-01-2015 , and ending 03-31-2016
BCheck if applicable:
CName of organization
SHEPHERD CENTER INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2020 PEACHTREE ROAD NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30309
D Employer identification number

51-0141601
E Telephone number

G Gross receipts $ 199,029,308
F Name and address of principal officer:
GARY R ULICNY
2020 PEACHTREE ROAD NW
ATLANTA,GA30309
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SHEPHERD.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1975
M State of legal domicile: GA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 27
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 1,721
6 Total number of volunteers (estimate if necessary) ............. 6 950
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 130,303
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -2,222
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,107,306 14,357,156
9 Program service revenue (Part VIII, line 2g) ......... 164,101,102 178,120,942
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,579,501 2,280,328
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,746,542 4,254,654
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 184,534,451 199,013,080
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 105,812,559 108,686,872
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 65,401,474 78,042,566
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 171,214,033 186,729,438
19 Revenue less expenses. Subtract line 18 from line 12....... 13,320,418 12,283,642
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 387,004,335 393,744,954
21 Total liabilities (Part X, line 26)............. 75,557,136 77,942,540
22 Net assets or fund balances. Subtract line 21 from line 20..... 311,447,199 315,802,414
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s 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 UROLOGICAL DISEASES. CONTINUED ON SCHEDULE O.WE STRIVE TO BE THE MOST COMPREHENSIVE CATASTROPHIC CARE SPECIALTY HOSPITAL IN THE WORLD COMMITTED TO IMPROVING OUR PATIENTS' LIVES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 130,752,497 including grants of $   ) (Revenue $ 178,120,942 )
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 927 INPATIENT ADMISSIONS, 45,179 INPATIENT DAYS, 13,423 DAY PATIENT DAYS, AND 54,411 OUTPATIENT VISITS.
4b (Code:   ) (Expenses $ 11,430,502 including grants of $   ) (Revenue $ 6,820,303 )
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, AND VOCATIONAL TRAINING, AS WELL AS MEDICAL CARE FOR PATIENTS WITHOUT THE ABILITY TO PAY FOR THESE SERVICES.
4c (Code:   ) (Expenses $ 3,332,230 including grants of $   ) (Revenue $ 3,784,744 )
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.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet145,515,229
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
292
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,721
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
27
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
GA , SC , FL , AL , NC
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletNORA MANGRUM2020 PEACHTREE RD NW   ATLANTA,GA303091402 (404) 350-7320
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALANA SHEPHERD......................................................................
BOARD RECORDING SECRETARY
20.00
.................
20.00
X   X       0 0 0
(2) BERNIE MARCUS......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(3) BROCK BOWMAN MD......................................................................
BOARD MEMBER
40.00
.................
0.00
X           509,343 0 25,187
(4) C DUNCAN BEARD......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(5) CLARK H DEAN......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(6) DAVID F APPLE JR MD......................................................................
BOARD MEMBER
24.00
.................
1.00
X           141,084 0 23,931
(7) DAVID H FLINT......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(8) DONALD P LESLIE MD......................................................................
MEDICAL DIRECTOR
40.00
.................
1.00
X           712,448 0 20,977
(9) DOUGLAS LINDAUER......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(10) EMORY A SCHWALL......................................................................
BOARD VP
4.00
.................
0.00
X   X       0 0 0
(11) FRED V ALIAS......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(12) GARY ULICNY PHD......................................................................
PRESIDENT/CEO
40.00
.................
1.00
X   X       756,562 0 27,841
(13) GOODLOE H YANCEY III......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(14) GREG P ANDERSON......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(15) J HAROLD SHEPHERD......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(16) JAMES D THOMPSON......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
(17) JAMES E STEPHENSON......................................................................
BOARD MEMBER
1.00
.................
0.00
X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JAMES H SHEPHERD III........................................................................
BOARD MEMBER
40.00
.......................0.00
X           117,689 0 14,281
(19) JAMES H SHEPHERD JR........................................................................
CHAIRMAN
40.00
.......................1.00
X   X       333,260 0 21,888
(20) JOHN ROOKER........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(21) JOHN S DRYMAN........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(22) MCKEE NUNNALLY........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(23) MICHAEL L JONES PHD........................................................................
VP RESEARCH
40.00
.......................0.00
X           379,915 0 27,494
(24) MITCH FILLHABER........................................................................
VP MARKETING
40.00
.......................0.00
X           313,490 0 25,021
(25) MOLLY Y LANIER........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(26) SALLY D NUNNALLY........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(27) SARA S CHAPMAN........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(28) SARAH MORRISON........................................................................
VP CLINICAL SERVICES
40.00
.......................0.00
X           297,581 0 31,058
(29) SCOTT H SIKES........................................................................
VP FOUNDATION
1.00
.......................40.00
X           285,120 0 21,954
(30) STEPHEN B GOOT........................................................................
CORPORATE SECRETARY
2.00
.......................0.00
X   X       0 0 0
(31) STEPHEN B HOLLEMAN........................................................................
CFO
40.00
.......................1.00
X   X       409,169 0 30,610
(32) TALBOT NUNNALLY........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(33) TAMARA KING........................................................................
CHIEF NURSE EXECUTIVE
40.00
.......................0.00
X           235,025 0 25,232
(34) W CLYDE SHEPHERD III........................................................................
BOARD MEMBER
1.00
.......................0.00
X           0 0 0
(35) WILLIAM C FOWLER........................................................................
BOARD TREASURER
2.00
.......................0.00
X   X       0 0 0
(36) WILMA BUNCH........................................................................
VP FACILITIES
40.00
.......................0.00
X           250,843 0 18,582
(37) BEN THROWER MD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   593,561 0 27,811
(38) ERIK SHAW MD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   592,561 0 23,414
(39) JOHN LIN........................................................................
PHYSICIAN
40.00
.......................0.00
        X   488,796 0 12,919
(40) JOHN MUSSER MD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   544,752 0 14,308
(41) SHERRILL LORING MD........................................................................
PHYSICIAN
40.00
.......................0.00
        X   512,478 0 6,465
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 7,473,677 0 398,973
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet173
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
PIEDMONT HOSPITAL

PO BOX 102859
ATLANTA,GA303682859
MEDICAL SERVICES 7,219,533
CHOATE CONSTRUCTION COMPANY

8200 ROBERTS DRIVE SUITE 600
ATLANTA,GA303504147
BUILDING CONSTRUCTION SERVICES 3,097,266
HIMFORMATICS

PO BOX 105231
ATLANTA,GA303485231
COMPUTER CONSULTING SERVICES 1,361,799
CERNER HEALTH SERVICES INC CO US BANK

PO BOX 959167
ST LOUIS,MO631959167
COMPUTER MAINTENANCE SERVICES 1,316,641
MAYO COLLABORATIVE MAYO MEDICAL LABORAT

PO BOX 9146
MINNEAPOLIS,MN554809146
MEDICAL SERVICES 594,103
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet39
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 1,917,822
f All other contributions, gifts, grants, and similar amounts not included above1f 12,439,334
g Noncash contributions included in lines 1a-1f:$ 112,678
h Total.Add lines 1a-1f.......MediumBullet 14,357,156
 Program Service RevenueAmt Business Code
2a NET INPATIENT SERVICE 900099 133,830,802 133,830,802    
b NET OUTPATIENT SERVICE 900099 39,162,568 39,162,568    
c NET DAYPATIENT SERVICE 900099 5,127,572 5,127,572    
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 178,120,942
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 2,266,356     2,266,356
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 30,200  
b Less: cost or other basis and sales expenses 16,228  
c Gain or (loss) 13,972  
d Net gain or (loss).....MediumBullet 13,972     13,972
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA REVENUE 900099 1,480,114     1,480,114
b ADMINISTRATIVE FEES 532000 68,680   68,680  
c RENTAL INCOME 532000 61,623   61,623  
d All other revenue .... 2,644,237 2,644,237    
e Total. Add lines 11a–11d ...... MediumBullet 4,254,654
12 Total revenue. See Instructions......MediumBullet 199,013,080 180,765,179 130,303 3,760,442
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 7,872,648 5,246,338 2,626,310  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 80,222,065 63,659,743 16,562,322  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,336,469   2,336,469  
9 Other employee benefits ....... 5,399,497 4,284,739 1,114,758  
10 Payroll taxes ........... 12,856,193 5,231,014 7,625,179  
11 Fees for services (non-employees):        
a Management ...... 869,708 317,438 552,270  
b Legal ......... 487,116 7,672 479,444  
c Accounting ........... 133,350   133,350  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 13,641,648 11,007,869 2,633,779  
12 Advertising and promotion .... 472,885 3,422 469,463  
13 Office expenses ....... 2,861,256 1,386,143 1,475,113  
14 Information technology ...... 5,197,250 139,169 5,058,081  
15 Royalties ..        
16 Occupancy ........... 2,674,721 566,946 2,107,775  
17 Travel ............ 915,234 667,683 247,551  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 613,854 321,871 291,983  
20 Interest ........... 558,355   558,355  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 13,637,942 2,041,082 11,596,860  
23 Insurance ... 850,065 94,497 755,568  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 30,373,184 29,117,407 1,255,777  
b OTHER DIRECT EXPENSES 2,405,028 196,762 2,208,266  
c EQUIPMENT RENTAL & MAIN 2,350,970 1,787,467 563,503  
d ALLOCATION OF INDIRECT 0 19,437,967 -19,437,967  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 186,729,438 145,515,229 41,214,209 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 17,397,227 1 24,811,884
2 Savings and temporary cash investments ......... 4,078,375 2 4,601,017
3 Pledges and grants receivable, net ...... 1,387,306 3 1,663,656
4 Accounts receivable, net ............. 53,737,195 4 60,799,623
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ....   7 67,526
8 Inventories for sale or use ........ 1,692,063 8 2,261,400
9 Prepaid expenses and deferred charges ...... 2,345,465 9 2,368,969
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 250,821,727
b Less: accumulated depreciation 10b 132,748,752 124,397,203 10c 118,072,975
11 Investments—publicly traded securities . 178,741,315 11 175,321,839
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 3,228,186 15 3,776,065
16 Total assets. Add lines 1 through 15 (must equal line 34)... 387,004,335 16 393,744,954
Liabilities 17 Accounts payable and accrued expenses ..... 15,932,900 17 17,813,188
18 Grants payable ...   18  
19 Deferred revenue ......... 55,855 19 641,464
20 Tax-exempt bond liabilities ......... 53,500,000 20 53,500,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 6,068,381 25 5,987,888
26 Total liabilities. Add lines 17 through 25.. 75,557,136 26 77,942,540
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 223,970,429 27 230,304,444
28 Temporarily restricted net assets ........... 43,872,495 28 41,828,460
29 Permanently restricted net assets 43,604,275 29 43,669,510
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 311,447,199 33 315,802,414
34 Total liabilities and net assets/fund balances ........ 387,004,335 34 393,744,954
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
199,013,080
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
186,729,438
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
12,283,642
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
311,447,199
5
Net unrealized gains (losses) on investments ...............
5
-3,475,511
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-4,452,916
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
315,802,414
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(i)Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513...            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2015 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2015
(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......  
e From 2014.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2015 distributable amount  
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2015 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2015 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ............................................... 67,340  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 33,670  
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 101,010  
d Other exempt purpose expenditures ......................................................................................... 145,414,219  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 145,515,229  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. .......................................................................... 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ........................................................................... 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 70,818 58,410 96,384 101,010 326,622
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures 56,006 46,154 72,661 67,340 242,161
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-A SUPPLEMENTAL INFORMATION: SHEPHERD CENTER, INC. EMPLOYS MARK JOHNSON AS DIRECTOR OF ADVOCACY. DURING FISCAL YEAR 2016, HE AND ADVOCACY SPECIALIST, CAROL JONES, WERE INVOLVED IN THE FOLLOWING ACTIVITIES: 1. MAINTAINED ADVOCACY LISTSERV, A LISTING OF ADVOCACY OPPORTUNITIES FOR STAFF AND CONSUMERS (GRASSROOTS - LINE 1A). 2. SUPPORTED EFFORTS TO INCREASE AND IMPROVE HOME AND COMMUNITY BASED SERVICES (GRASSROOTS - LINE 1A). 3. PARTICIPATED IN GEORGIA'S ANNUAL DISABILITY DAY AT THE CAPITOL, FEBRUARY 18, 2016 (DIRECT LOBBYING - LINE 1B). 4. CHAIRED THE ADA LEGACY PROJECT, HTTP://ADALEGACY.COM AND PARTICIPATED IN ADA EVENTS (GRASSROOTS -LINE 1A AND DIRECT LOBBYING - LINE 1B).
Schedule C (Form 990 or 990EZ) 2015


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 43,604,276 42,960,755 42,532,015 42,320,276 41,432,723
b Contributions ... 65,235 643,521 428,740 211,739 887,553
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 43,669,511 43,604,276 42,960,755 42,532,015 42,320,276
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...   16,628,506 16,628,506
b Buildings   102,698,225 41,829,060 60,869,165
c Leasehold improvements        
d Equipment ...   125,478,239 89,954,189 35,524,050
e Other ...   6,016,757 965,503 5,051,254
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 118,072,975
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ANNUITIES PAYABLE 5,987,888
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,987,888
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 ENSURE 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: THE CENTER APPLIES THE PROVISIONS OF ACCOUNTING STANDARDS FOR INCOME TAXES. THESE PROVISIONS REQUIRE THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
1 590 2,992,647 450,920 2,541,727 1.360 %
b Medicaid (from Worksheet 3, column a) . . . . . 1 868 2,711,996   2,711,996 1.450 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . . 2 1,458 5,704,643 450,920 5,253,723 2.810 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 71 12,104 7,506,526 4,452,846 3,053,680 1.640 %
f Health professions education (from Worksheet 5) . . . 2 362 269,185   269,185 0.140 %
g Subsidized health services (from Worksheet 6) . . . . 10 5,022 475,862 314,791 161,071 0.090 %
h Research (from Worksheet 7) . 37 350 3,716,777 3,237,021 479,756 0.260 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 1 1 20,000   20,000 0.010 %
j Total. Other Benefits . . 121 17,839 11,988,350 8,004,658 3,983,692 2.140 %
k Total. Add lines 7d and 7j . 123 19,297 17,692,993 8,455,578 9,237,415 4.950 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing 1 1,560 679,184 45,352 633,832 0.340 %
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy 1 32,600 134,680 16,110 118,570 0.060 %
8 Workforce development            
9 Other 5 16,352 260,362 260,362    
10 Total 7 50,512 1,074,226 321,824 752,402 0.400 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
1,471,157
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
10,343,091
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
15,908,372
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-5,565,281
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 SHEPHERD CENTER INC
2020 PEACHTREE ROAD NW
ATLANTA,GA30309
WWW.SHEPHERD.ORG
060-500
X         X        
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.SHEPHERD.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SHEPHERD.ORG
b
SHEPHERD.ORG
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17   No
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21   No
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SHEPHERD CENTER, INC. PART V, SECTION B, LINE 5: SHEPHERD CENTER'S COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN WAS DEVELOPED BY SHEPHERD STAFF WITH THE ASSISTANCE OF LEGACY CONSULTING GROUP AND GENEROUS INPUT FROM PEOPLE WITH SPECIALIZED KNOWLEDGE AND REPRESENTING THE BRAIN AND SPINAL CORD INJURY COMMUNITIES, AND PERSONS WITH MULTIPLE SCLEROSIS, INCLUDING INDIVIDUALS WHO HAVE SUSTAINED SPINAL CORD AND BRAIN INJURIES, CARE-GIVERS, CLINICIANS, SERVICE PROVIDERS, ADVOCATES, STATE AND FEDERAL AGENCY REPRESENTATIVES, AND GEORGIA AND NATIONAL ASSOCIATIONS MEMBERS. THE INDIVIDUALS LISTED BELOW CONTRIBUTED IMMEASURABLE VALUE IN THE FORMATION OF THIS REPORT, PROVIDING PERSONAL AND CARE-GIVER FIRST-HAND EXPERIENCE, EXPERT MEDICAL DIRECTION AND PUBLIC POLICY INFORMATION AND EFFECTIVE ADVOCACY REPRESENTATION AND INPUT. SHEPHERD CENTER WOULD LIKE TO ACKNOWLEDGE THESE INDIVIDUALS AND THANK THEM FOR THEIR GENEROUS TIME AND CONTRIBUTIONS TO THIS ASSESSMENT.ALEXANDRA BENNEWITH,VICE PRESIDENT, GOVERNMENT RELATIONS, UNITED SPINAL ASSOCIATION; EMILY CADE, DIRECTOR OUTPATIENT SERVICES, SHEPHERD CENTER; SUSAN CONNORS, PRESIDENT & CEO, BRAIN INJURY ASSOCIATION OF AMERICA; MITCH FILLHABER, SENIOR VICE PRESIDENT CORPORATE DEVELOPMENT, SHEPHERD CENTER; JOSEPH FRAZIER, CHAIR, GEORGIA BRAIN & SPINAL CORD INJURY TRUST FUND COMMISSION, PERSON WITH SCI; MIKE GALIFIANAKIS, STATE ADA COORDINATOR, GEORGIA STATE FINANCING & INVESTMENT COMMISSION, PERSON WITH SCI; JULIE GASSAWAY, CLINICAL RESEARCH SCIENTIST, SHEPHERD CENTER; EMMA LOUISE HARRINGTON, DIRECTOR INJURY PREVENTION & EDUCATION SERVICES, SHEPHERD CENTER; MARK JOHNSON, DIRECTOR OF ADVOCACY, SHEPHERD CENTER, PERSON WITH SCI; SUSAN JOHNSON, DIRECTOR OF BRAIN INJURY SERVICES, SHEPHERD CENTER, MEMBER, GEORGIA BRAIN & SPINAL CORD INJURY TRUST FUND COMMISSION, FAMILY MEMBER OF PERSON WITH SCI; DEBBIE KROTENBERG, DIVISION DIRECTOR, MANAGED CARE & REHABILITATION, GEORGIA STATE BOARD OF WORKER'S COMPENSATION, PERSON WITH SCI; SHARI MCDOWELL, DIRECTOR SPINAL CORD INJURY SERVICES, SHEPHERD CENTER; SARAH MORRISON, VICE PRESIDENT CLINICAL SERVICES, SHEPHERD CENTER; HERNDON MURRAY, MD, MEDICAL DIRECTOR OF SPINAL CORD INJURY SERVICES, SHEPHERD CENTER; DONALD PECK LESLIE, MD, MEDICAL DIRECTOR, SHEPHERD CENTER; CANNON PEPPERS, PROGRAM MANAGER TRANSITION SUPPORT, SHEPHERD CENTER.
SHEPHERD CENTER, INC. PART V, SECTION B, LINE 11: IN INTERVIEWS WITH PEOPLE WITH SPECIALIZED KNOWLEDGE OF AND EXPERTISE IN ADVOCATING FOR MEMBERS OF THE ACQUIRED BRAIN INJURY, SPINAL CORD INJURY, AND MULTIPLE SCLEROSIS COMMUNITIES, WE REVIEWED THE COMMUNITY HEALTH NEEDS IDENTIFIED IN SHEPHERD CENTER'S OCTOBER 2012 COMMUNITY HEALTH NEEDS ASSESSMENT. THERE REMAINS CONSISTENT AND OVERWHELMING CONSENSUS THAT EACH OF THE PREVIOUSLY IDENTIFIED ISSUES CONTINUE TO AFFECT NEARLY ALL PERSONS WITHIN THE ABI AND SCI COMMUNITIES REGARDLESS OF INCOME, INSURANCE OR MINORITY STATUS. IN ADDITION, MANY OF THESE ISSUES ARE ALSO EXPERIENCED BY PERSONS WITH MULTIPLE SCLEROSIS. COMMUNITY-BASED HEALTH NEEDS ARE PARTICULARLY EVIDENT AS PERSONS WHO HAVE SUSTAINED CATASTROPHIC INJURIES RETURN TO THEIR LOCAL NEIGHBORHOODS, THROUGHOUT GEORGIA AND ACROSS THE UNITED STATES, AND MOVE FORWARD WITH REBUILDING THEIR LIVES WITH HOPE, INDEPENDENCE AND DIGNITY.BASED ON SPECIFIC INPUT FROM ADVOCATES REPRESENTING THE INTERESTS OF THE ABI, SCI, AND MS COMMUNITIES, WE HAVE NOT RANKED COMMUNITY-BASED HEALTH NEEDS IN THIS TRIENNIAL REPORT, AS THEY ARE ALL IMPORTANT AND INTER-CONNECTED AND NEED TO BE ADDRESSED IN A COORDINATED MANNER IF WE ARE TO ADDRESS THE "COMMUNITY HEALTH NEED PUZZLE" FOR THESE SPECIALIZED TARGET GROUPS.1.NEED FOR COMMUNITY-BASED PRIMARY CARE PHYSICIANS WILLING TO ACCEPT INDIVIDUALS WITH ABI AND SCI.2.NEED FOR SPECIALIZED SERVICES TO MEET THE UNIQUE HOME HEALTH NEEDS OF PERSONS WITH ABI AND SCI.3.NEED FOR COMMUNITY-BASED PROGRAMS TO PROVIDE CAREGIVER EDUCATION, TRAINING AND SUPPORT.4.NEED FOR COMMUNITY-BASED SPECIALIZED REHABILITATION SERVICES FOR INDIVIDUALS WITH ABI, SCI, AND MS.5.NEED FOR COMMUNITY CARE COORDINATION AND MANAGEMENT PROFESSIONALS WITH AN UNDERSTANDING OF THE UNIQUE PAIN MANAGEMENT, BEHAVIORAL ADJUSTMENT AND SEXUALITY-RELATED ISSUES OF INDIVIDUALS WITH ABI AND SCI.6.NEED FOR ENHANCED COMMUNITY EDUCATIONAL OUTREACH ON THE PREVENTION OF PRIMARY INJURIES, SECONDARY COMPLICATIONS, APPROPRIATE STANDARDS OF CARE, AND AGING RELATED ISSUES OF INDIVIDUALS WITH ABI AND SCI.7.NEED FOR TELEPHONE AND WEB-BASED PEER SUPPORT SYSTEMS FOR INDIVIDUALS WITH ABI, SCI, AND MS.8.NEED FOR COMMUNITY-BASED EXERCISE PROGRAMS AND FACILITIES FOR INDIVIDUALS WITH ABI, SCI, AND MS.DUE TO LIMITED RESOURCES AND THE EXTRAORDINARY COST OF HELPING EACH INDIVIDUAL WITH AN ABI AND/OR SCI REBUILD THEIR LIFE WITH HOPE, INDEPENDENCE AND DIGNITY, SHEPHERD CENTER'S COMMUNITY HEALTH NEEDS IMPLEMENTATION STRATEGY IS FOCUSED ON LEVERAGING ITS EXISTING PROGRAMS, SERVICES, AND RESOURCES TO ASSIST EACH PERSON TREATED AT THE CENTER IN ACHIEVING THEIR HIGHEST LEVEL OF FUNCTIONAL INDEPENDENCE AND RETURNING TO LIVING IN THEIR HOME COMMUNITIES.THE CENTER'S IMPLEMENTATION STRATEGY WILL PRIMARILY FOCUS ON ADDRESSING THE COMMUNITY HEALTH NEEDS OF PERSONS WITH SPINAL CORD AND BRAIN INJURIES WHO RESIDE WITHIN THE EIGHT COUNTIES AROUND METRO ATLANTA (CHEROKEE, CLAYTON, COBB, DEKALB, DOUGLAS, FULTON, GWINNETT AND HENRY COUNTIES) WHERE IT CAN REALISTICALLY PROVIDE ACCESS TO COMMUNITY HEALTH PROGRAMS, SERVICES, AND RESOURCES. IN ADDITION, IT WILL SEEK TO ADDRESS LOCAL COMMUNITY HEALTH NEEDS OF PERSONS WITH MULTIPLE SCLEROSIS.WHEN PRACTICAL AND FINANCIALLY FEASIBLE, THE CENTER WILL SEEK TO PROVIDE INTERNET-BASED OR TELEPHONE CONTACT AND SERVE AS A RESOURCE CENTER TO ASSIST IN ADDRESSING COMMUNITY HEALTH NEEDS OF THE BROADER BRAIN INJURY, SPINAL CORD INJURY, AND MULTIPLE SCLEROSIS CLIENT POPULATIONS.WHILE SHEPHERD CENTER CURRENTLY PROVIDES A WIDE RANGE OF PROGRAMS AND SERVICES TO MEET THE COMMUNITY HEALTH NEEDS OF PERSONS WHO HAVE SUSTAINED A BRAIN INJURY, SPINAL CORD INJURY OR HAVE MULTIPLE SCLEROSIS, NO SINGLE HEALTHCARE ORGANIZATION HAS THE RESOURCES TO ADDRESS ALL OF THE HEALTH NEEDS OF THESE TARGET POPULATIONS WITHIN THE COMMUNITY.THE OVERALL OBJECTIVE OF SHEPHERD CENTER'S 2015-2018 COMMUNITY HEALTH NEEDS IMPLEMENTATION PLAN IS TO ENSURE THAT MOST OF THE PIECES OF THE "COMMUNITY HEALTH NEEDS PUZZLE" ARE IN PLACE TO ASSIST EACH PERSON TREATED AT THE CENTER IN ACHIEVING THEIR HIGHEST LEVEL OF FUNCTIONAL INDEPENDENCE WHEN THEY RETURN TO THEIR LOCAL COMMUNITY.
PART V, SECTION B, LINE 11: CONTINUATION: FOR EACH OF THE EIGHT COMMUNITY HEALTH NEEDS ASSESSED BY PERSONS WITH SPECIALIZED KNOWLEDGE AND EXPERTISE IN ADVOCATING FOR MEMBERS OF OUR TARGET COMMUNITIES, WE WILL PROVIDE THE FOLLOWING: - DESCRIPTION OF NEED - OBJECTIVES FOR ADDRESSING NEED - SHEPHERD CENTER'S ONGOING PROGRAMS AND SERVICES ADDRESSING NEED - PROGRESS IN ADDRESSING NEEDCOMMUNITY HEALTH NEED: NEED FOR COMMUNITY-BASED PRIMARY CARE PHYSICIANS WILLING TO ACCEPT PATIENTS WITH BRAIN AND SPINAL CORD INJURIES.DESCRIPTION OF NEED:MANY PERSONS WHO HAVE SUSTAINED BRAIN AND/OR SPINAL CORD INJURIES HAVE DIFFICULTY FINDING PRIMARY CARE PHYSICIANS IN THEIR LOCAL COMMUNITY WHO ARE WILLING TO ACCEPT NEW AND/OR RETURNING PATIENTS AFTER THEY HAVE SUSTAINED THIS TYPE OF INJURY. THIS IS USUALLY DUE TO LOCAL PRIMARY CARE PHYSICIANS' INEXPERIENCE IN TREATING PATIENTS WITH ABI AND SCI, LACK OF KNOWLEDGE OF THE APPROPRIATE STANDARDS OF CARE AND TREATMENT PROTOCOLS FOR COMMON SECONDARY COMPLICATIONS EXPERIENCED BY THESE PATIENTS, LACK OF PHYSICAL FACILITIES TO ADEQUATELY EXAMINE PATIENTS, UNIQUE PATIENT BEHAVIORAL ISSUES RELATED TO THEIR INJURY, AND CONCERNS OVER ADEQUATE REIMBURSEMENT FOR SERVICES PROVIDED.OBJECTIVES FOR ADDRESSING NEED:INCREASE AWARENESS AND UNDERSTANDING OF MEDICAL ISSUES OF PATIENTS WITH BRAIN AND SPINAL CORD INJURY THROUGH ACCESS TO THE VIDEO SERIES DEVELOPED BY SHEPHERD CENTER. UNDERSTANDING BRAIN INJURY UNDERSTANDING SPINAL CORD INJURYPROVIDE ACCESS TO STANDARDS OF CARE AND TREATMENT PROTOCOLS FOR COMMON SECONDARY MEDICAL COMPLICATIONS RESULTING FROM BRAIN AND SPINAL CORD INJURY, INCLUDING: PRESSURE SORES UROLOGICAL COMPLICATIONS GASTROINTESTINAL COMPLICATIONS RESPIRATORY DISEASE (I.E. PNEUMONIA) DEEP VEIN THROMBOSIS SPASTICITY MANAGEMENTPROVIDE TELEMEDICINE PEER SUPPORT TO LOCAL PHYSICIANS VIA ACCESS TO PHYSICIAN SPECIALISTS AT SHEPHERD CENTER.PROMOTE BEST PRACTICES IN PHYSICIAN OFFICE DESIGN AND PATIENT EXAMINATION TECHNIQUES TO FACILITATE PHYSICAL ACCESS FOR PATIENTS WITH BRAIN AND SPINAL CORD INJURY WITHIN DOCTOR OFFICES.INCREASE AWARENESS AND UNDERSTANDING OF PATIENT BEHAVIORAL ISSUES RELATED TO THEIR INJURY AND EDUCATE PHYSICIANS REGARDING APPROPRIATE BEHAVIORAL INTERVENTIONS FOR DEALING WITH THESE ISSUES.PROVIDE INFORMATION REGARDING RESOURCES FOR MEDICAL SERVICES REIMBURSEMENT TO PHYSICIANS.DEVELOP A PHYSICIAN RESOURCE PACKAGE DESIGNED TO ASSIST LOCAL PRIMARY CARE PHYSICIANS IN INTEGRATING PATIENTS WITH BRAIN AND SPINAL CORD INJURY INTO THEIR EXISTING MEDICAL PRACTICE.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:VIDEO SERIES: "UNDERSTANDING BRAIN INJURY AND "UNDERSTANDING SPINAL CORD INJURY"THE VIDEO SERIES, BEING DISTRIBUTED ACROSS THE UNITED STATES, IS PART OF AN INTEGRATED AWARENESS CAMPAIGN TO EDUCATE PHYSICIANS, FAMILIES AND LOVED ONES OF PEOPLE AFFECTED BY A RECENT SPINAL CORD OR BRAIN INJURY.THE SERIES, ESSENTIALLY A "101" OF BRAIN AND SPINAL CORD INJURY, IS THE FIRST AND MOST COMPREHENSIVE SERIES OF ITS KIND AND UTILIZES A 45-MINUTE VIDEO ABOUT BRAIN INJURY AND AN HOUR-LONG VIDEO ABOUT SPINAL CORD INJURY, ALONG WITH TWO MICRO-SITES (BRAININJURY101.ORG AND SPINALINJURY101.ORG), A COMPANION BOOKLET, POSTERS AND FLIERS DISTRIBUTED IN TRAUMA CARE HOSPITALS AND VIA NATIONAL HEALTH CARE ASSOCIATIONS.THE CAMPAIGN WAS MORE THAN A YEAR IN THE MAKING AND INVOLVES SPINAL CORD AND BRAIN INJURY PHYSICIANS AND EXPERTS, NEUROSCIENTISTS, ADVOCATES AND A SPECIAL APPEARANCE BY LEE WOODRUFF, CBS MORNING NEWS CONTRIBUTOR, AUTHOR AND WIFE OF BOB WOODRUFF, THE ABC NEWS JOURNALIST WHO SUSTAINED A CATASTROPHIC BRAIN INJURY WHILE REPORTING ON TROOPS IN IRAQ.STANDARDS OF CARE & TREATMENT PROTOCOLS: SHEPHERD CENTER HAS DEVELOPED STANDARDS OF CARE AND TREATMENT PROTOCOLS FOR PERSONS WITH BRAIN AND SPINAL CORD INJURIES WHEN THEY RETURN TO THEIR COMMUNITIES THAT ARE AVAILABLE TO COMMUNITY PHYSICIANS. SHEPHERD CENTER HAVING BEEN DESIGNATED AS ONE OF 14 MODEL SYSTEMS OF CARE FOR SPINAL CORD INJURY IN THE UNITED STATES BY THE NATIONAL INSTITUTE ON DISABILITY AND REHABILITATION RESEARCH CONTINUES TO PROMOTE ADHERENCE TO ESTABLISHED STANDARDS OF CARE AND TREATMENT PROTOCOLS.TELEMEDICINE PHYSICIAN PEER SUPPORT: SHEPHERD CENTER'S MULTIDISCIPLINARY MEDICAL STAFF MEMBERS ARE AVAILABLE VIA TELEPHONE FOR PHYSICIAN PEER SUPPORT TO ANY COMMUNITY CARE PHYSICIANS WHEN SHEPHERD CLIENTS RETURN TO LIVE IN THEIR LOCAL COMMUNITIES.PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER CONTINUES TO PROVIDE NUMEROUS AVENUES FOR COMMUNITY PHYSICIANS TO INCREASE AWARENESS AND UNDERSTANDING OF MEDICAL ISSUES THAT PATIENTS WITH BRAIN AND SPINAL INJURY MAY EXPERIENCE WHEN THEY RETURN TO THEIR LOCAL COMMUNITIES. IN ADDITION, TO THE PROGRAMS AND SERVICES DESCRIBED ABOVE, SHEPHERD CENTER HAS DEVELOPED A SERIES OF 21 PODCASTS THAT PHYSICIANS, HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC CAN ACCESS VIA WWW.SHEPHERD.ORG COVERING MULTIPLE TOPICS CONCERNING INDIVIDUALS WITH ABI AND SCI. FURTHERMORE, THE CENTER HAS NUMEROUS YOUTUBE VIDEOS THAT ADDRESS BRAIN INJURY EDUCATION, SPINAL CORD INJURY EDUCATION, AND MULTIPLE PHYSICIAN VIDEOS COVERING A WIDE RANGE OF MEDICAL TOPICS. IN SPITE OF THESE EFFORTS, GETTING COMMUNITY-BASED PRIMARY CARE PHYSICIANS TO ACCEPT PATIENTS WITH BRAIN AND SPINAL CORD INJURIES CONTINUES TO BE PROBLEMATIC, PARTICULARLY IN SMALL RURAL COMMUNITIES. PROGRESS IS ONGOING.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR SPECIALIZED HOME HEALTH SERVICES TO MEET THE UNIQUE NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES.DESCRIPTION OF NEED:MANY PERSONS WITH BRAIN AND SPINAL CORD INJURIES NEED SPECIALIZED HOME HEALTH SERVICES DESIGNED TO ADDRESS THE UNIQUE COGNITIVE, MEDICAL AND REHABILITATION NEEDS ASSOCIATED WITH THESE TYPES OF INJURIES. THESE SERVICES TYPICALLY REQUIRE A DIFFERENT FREQUENCY AND INTENSITY IN THE DELIVERY OF HOME HEALTH SERVICES DUE TO THE NATURE OF THE INJURY SUSTAINED. FOR EXAMPLE, A PERSON WITH A BRAIN INJURY MAY NEED MULTIPLE SHORT COGNITIVE REHABILITATION INTERVENTIONS EACH DAY LASTING FOR RELATIVELY SHORT PERIODS OF TIME IN ORDER TO MAXIMIZE IMPROVEMENT IN FUNCTIONAL INDEPENDENCE MEASURES. FREQUENTLY, THESE PATIENTS ARE MEDICALLY STABLE, YET NOT ABLE TO PARTICIPATE IN THE LEVEL OF INTENSIVE THERAPY (E.G. THREE HOURS PER DAY) REQUIRED FOR ADMISSION TO POST-ACUTE REHABILITATION FACILITIES.OBJECTIVES FOR ADDRESSING NEED:* IDENTIFY BEST PRACTICES AND/OR INNOVATIVE CARE MODELS FOR SPECIALIZED HOME HEALTH SERVICES TO MEET THE UNIQUE HOME HEALTH NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES.* MEET WITH EXISTING HOME HEALTH ORGANIZATIONS PROVIDING SERVICES WITHIN METRO ATLANTA TO DISCUSS THE NEED FOR AND POTENTIAL FOR DEVELOPING SPECIALIZED HOME HEALTH SERVICES TO MEET THE UNIQUE HOME HEALTH NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES.* DEVELOP HOME CARE MANAGEMENT MODELS FOR PERSONS WITH BRAIN AND SPINAL CORD INJURIES UTILIZING STANDARDS OF CARE AND TREATMENT PROTOCOLS DEVELOPED BY STAFF AT SHEPHERD CENTER.* EVALUATE THE POTENTIAL FOR UTILIZING TECHNOLOGY TO REMOTELY PROVIDE SPECIALIZED HOME HEALTH SERVICES TO ADDRESS THE UNIQUE COGNITIVE, MEDICAL AND REHABILITATIVE NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES.* EVALUATE POTENTIAL FOR DEVELOPING A SPECIALIZED TRAINING AND DEVELOPMENT PROGRAM FOR "TRANSITION COACHES" TO ASSIST IN PROVIDING THE SPECIALIZED HOME HEALTH SERVICES REQUIRED BY INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURIES WHO MAY NOT BE READY TO FULLY PARTICIPATE IN A POST-ACUTE REHABILITATION SETTING.* MEET WITH INSURANCE CASE MANAGEMENT PROFESSIONALS TO DISCUSS REIMBURSEMENT FOR SPECIALIZED HOME HEALTH SERVICES TO ADDRESS THE UNIQUE NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES WHO MAY NOT BE READY FOR INTENSIVE POST-ACUTE REHABILITATION SERVICES.* MEET WITH STATE HEALTH PLANNING AND LICENSING AGENCIES TO DISCUSS FEASIBILITY OF DEVELOPING A SPECIALIZED CATEGORY OF HOME HEALTH SERVICES DESIGNED TO ADDRESS THE UNIQUE HOME HEALTH NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES. SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:MYSHEPHERDCONNECTION.ORG: IS A WEB-BASED COMMUNITY ACCESS PROGRAM DESIGNED TO PROVIDE A BROAD RANGE OF EDUCATIONAL TOOLS TO HELP PATIENTS AND THEIR CAREGIVERS FOLLOWING A BRAIN INJURY, SPINAL CORD INJURY OR STROKE. THE WEB-BASED PROGRAM HAS PERSONAL CARE MANUALS, CAREGIVER GUIDES, RESOURCES TO ASSIST IN RETURNING TO THE COMMUNITY, SAFE AT HOME RECOMMENDATIONS, AND SPECIFIC SECTIONS FOR BRAIN INJURY, DISORDERS OF CONSCIOUSNESS, STROKE, SPINAL CORD INJURY, AND MULTIPLE SCLEROSIS.AFFILIATION WITH CRAIG HOSPITAL AND KINDRED HEALTHCARE: IN APRIL 2015, SHEPHERD CENTER ENTERED INTO AN AFFILIATION WITH CRAIG HOSPITAL IN ENGLEWOOD, COLORADO, AND KINDRED HEALTHCARE TO WORK COLLABORATIVELY TO PURSUE NEW NEURO-REHABILITATION MODELS THAT SEEK TO IMPROVE PATIENT CARE ACROSS THE HEALTH CONTINUUM. THE PARTIES INTEND TO WORK COLLABORATIVELY AND WITH THIRD-PARTY HOSPITALS, SUCH AS BOCCA AND BAPTIST, AND HEALTHCARE PROVIDERS TO EXPAND ACCESS TO HIGH-QUALITY AND INNOVATIVE MEDICAL AND SPECIALTY REHABILITATION CARE. THIS CARE WILL RANGE FROM CATASTROPHIC TO POST-ACUTE TO MEET THE NEEDS OF THIS UNIQUE PATIENT POPULATION. THE PARTIES ALSO INTEND TO SUPPORT EDUCATIONAL PROGRAMMING AND RESEARCH THAT SUPPORTS SPECIALIZED REHABILITATIVE CARE ACROSS AN EXPANDED NATIONAL FOOTPRINT. THEY ALSO WILL SHARE CLINICALLY PROVEN PRACTICES AND EDUCATIONAL PROGRAMMING, WHILE CONTINUING TO PRESERVE SEPARATE AND INDEPENDENT BUSINESS OPERATIONS. THE PARTIES ANTICIPATE THAT THEIR UNIQUE AFFILIATION WILL EXPAND SERVICE OFFERINGS AND PROVIDE EXPERTISE THAT DELIVERS BEST-IN-CLASS, POST-ACUTE NEURO-REHABILITATION CARE TO CITIES THROUGHOUT THE NATION. GARY R. ULICNY, PH.D., PRESIDENT AND CEO OF SHEPHERD CENTER, STATED, "WE EXPECT THE AFFILIATION OF SHEPHERD CENTER, CRAIG HOSPITAL AND KINDRED HEALTHCARE TO INCREASE OUR COMBINED ABILITY TO HELP PEOPLE WITH BRAIN AND SPINAL CORD INJURIES ACCESS THE HIGH-INTENSITY REHABILITATION CARE AND MEDICAL SERVICES WE COLLECTIVELY OFFER. WE WILL RAISE THE BAR IN NEURO-REHABILITATION CARE NATIONWIDE AND OFFER HIGH-QUALITY CARE THAT BEST MEETS PATIENT NEEDS IN LOCATIONS CLOSER TO OR AT HOME."SHEPHERD CENTER HAS ALSO ENTERED INTO A PARTNERSHIP, KNOWN AS STRATUS HEALTHCARE, WITH OTHER HOSPITALS IN THE STATE OF GEORGIA. THIS PARTNERSHIP OF HOSPITALS SERVES AS A VEHICLE FOR THE MEMBER HOSPITALS TO COLLABORATE AND SHARE EXPENSES AND EXPERTISE WITH RESPECT TO PROJECTS THAT WILL EXPAND OR ENHANCE HEALTH CARE SERVICES IN THE COMMUNITIES SERVED. THE MEMBERS INTEND TO ASSIST ONE ANOTHER BETTER ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE BY IMPROVING THE QUALITY AND EFFICIENCY OF HEALTH CARE SERVICES PROVIDED IN SUCH COMMUNITIES AND REDUCING OVERUSE, UNDERUSE AND MISUSE OF CLINICAL RESOURCES AND PATIENT CARE. PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER DOES NOT HAVE THE RESOURCES TO PROVIDE SPECIALIZED HOME HEALTH SERVICES TO MEET THE UNIQUE NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES IN ITS LOCAL COMMUNITY, BUT DOES OFFER A WEALTH OF INFORMATION VIA ITS WEBSITE WWW.SHEPHERD.ORG GEARED SPECIFICALLY TO HEALTHCARE PROFESSIONALS AND THE GENERAL PUBLIC IN IDENTIFYING AND ADDRESSING SPECIALIZED HEALTH NEEDS IN THE HOME. WEB ACCESS TO YOUTUBE VIDEOS AND PODCASTS ARE READILY AVAILABLE TO SUPPORT INDIVIDUALS HELPING MEMBERS OF THE ABI AND SCI COMMUNITIES IN THEIR LOCAL ENVIRONMENTS, AND THE CENTER IS ACCESSIBLE AS A PHONE RESOURCE FOR LOCAL HOME HEALTH AGENCIES THROUGHOUT THE COUNTRY. THE AFFILIATION WITH CRAIG HOSPITAL AND KINDRED HEALTHCARE WILL HELP DEVELOP NEW NEURO-REHABILITATION MODELS SEEKING TO IMPROVE PATIENT CARE ACROSS THE CONTINUUM. WHILE NOT PROVIDING SPECIALIZED HEALTH SERVICES IN THE HOME, SHEPHERD CENTER CONTINUES TO PROVIDE SUBSTANTIAL INFORMATIONAL AND SUPPORT RESOURCES TO OTHER PROVIDERS IN THE HOME, THUS SIGNIFICANT PROGRESS HAS BEEN ACHIEVED IN A SUPPORTIVE ROLE IN ADDRESSING THIS COMMUNITY HEALTH NEED.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR COMMUNITY-BASED PROGRAMS TO PROVIDE CAREGIVER EDUCATION, TRAINING AND SUPPORT. DESCRIPTION OF NEED:AFTER SURVIVING A CATASTROPHIC INJURY, THE PRIMARY GOALS FOR PATIENTS ADMITTED TO SHEPHERD CENTER ARE TO ACHIEVE THE HIGHEST LEVEL OF FUNCTIONAL INDEPENDENCE AND RETURN TO LIVING IN THEIR HOME COMMUNITY. WHILE MANY PATIENTS ARE ABLE TO ACHIEVE FUNCTIONAL INDEPENDENCE, THERE IS A SUBSTANTIAL NEED FOR COMMUNITY- BASED PROGRAMS TO PROVIDE CAREGIVER EDUCATION, TRAINING AND SUPPORT.OBJECTIVES FOR ADDRESSING NEED:* PROVIDE FAMILIES WITH TRAINING AND EDUCATION TO ADDRESS ONGOING AND RECURRING NEEDS OF PERSONS WITH BRAIN AND SPINAL CORD INJURIES THROUGH EXISTING CAREGIVER PROGRAMS DEVELOPED BY SHEPHERD CENTER.* ASSIST CAREGIVERS IN IDENTIFYING SUPPORT AND RESPITE OPTIONS FOR FAMILIES AND CAREGIVERS WITHIN THEIR LOCAL COMMUNITY.* FACILITATE OPPORTUNITIES FOR NETWORKING, COMMUNICATION, AND PEER SUPPORT AMONG PEOPLE WITH BRAIN AND SPINAL CORD INJURIES, FAMILY MEMBERS AND CAREGIVERS.* SUPPORT AND FOSTER THE ABILITY OF PERSONS WITH BRAIN AND SPINAL INJURIES, THEIR FAMILY MEMBERS AND CAREGIVERS TO BECOME SELF-ADVOCATES FOR COMMUNITY-BASED PROGRAMS.* ASSIST IN IDENTIFYING CRISIS MANAGEMENT TOOLS AND SERVICES FOR PERSONS WITH BRAIN AND SPINAL CORD INJURIES, THEIR FAMILY MEMBERS AND CAREGIVERS.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:MYSHEPHERDCONNECTION.ORG: IS A WEB-BASED COMMUNITY ACCESS PROGRAM DESIGNED TO PROVIDE A BROAD RANGE OF EDUCATIONAL TOOLS TO HELP PATIENTS AND THEIR CAREGIVERS FOLLOWING A BRAIN INJURY, SPINAL CORD INJURY OR STROKE. THE WEB-BASED PROGRAM HAS PERSONAL CARE MANUALS, CAREGIVER GUIDES, RESOURCES TO ASSIST IN RETURNING TO THE COMMUNITY, SAFE AT HOME RECOMMENDATIONS, AND SPECIFIC SECTIONS FOR BRAIN INJURY, DISORDERS OF CONSCIOUSNESS, STROKE, SPINAL CORD INJURY, AND MULTIPLE SCLEROSIS.SHEPHERD FAMILY CAREGIVER CLASSES: THE CENTER PROVIDES CLASSES FOR PATIENTS, FAMILY/CAREGIVERS TO MAKE SURE THEY UNDERSTAND THE PERSONS' INJURY OR ILLNESS, WHAT NEEDS TO BE DONE TO PREPARE FOR DISCHARGE FROM THE REHABILITATION HOSPITAL, AND HOW TO SOLVE PROBLEMS THEY MAY ENCOUNTER AFTER DISCHARGE. THE AVERAGE CAREGIVER ATTENDS THREE TO FIVE DAYS OF TRAINING AND EDUCATION AT SHEPHERD CENTER.SHEPHERD CENTER RESCUE PROGRAM: IN CONJUNCTION WITH COMMUNITY POLICE AND FIRE DEPARTMENTS, THE RESCUE PROGRAM IS A COMMUNITY SERVICE PROGRAM PROVIDING HOME ALERT LABELS AND EDUCATION FOR PEOPLE WITH PHYSICAL AND OR COGNITIVE LIMITATIONS WHO FIND THEMSELVES IN EMERGENCY SITUATIONS. THE MISSION IS TO AID IN QUICKER RESPONSE TIMES AND CREATION OF BETTER EMERGENCY PLANS.SHEPHERD CENTER TRANSITION SUPPORT PROGRAM: THIS PROGRAM WORKS TO MAXIMIZE CLIENT AND FAMILY INDEPENDENCE AND AUTONOMY BY PROVIDING EDUCATION, GUIDANCE AND SUPPORT UPON DISCHARGE TO HOME TO IMPROVE HEALTH AND SAFETY OUTCOMES. CLIENTS ENTERING THE PROGRAM WILL COLLABORATE WITH A TRANSITION SUPPORT COORDINATOR TO ACHIEVE GOALS BY:* MOVING TOWARD OPTIMAL HEALTH, SAFETY AND WELLNESS MANAGEMENT* FOLLOWING DISCHARGE PLAN AND HOME CARE INSTRUCTIONS TO PREVENT RE-HOSPITALIZATION* DEVELOPING A CLIENT-CENTERED TREATMENT PLAN IN THE HOME* LOCATING AND UTILIZING APPROPRIATE COMMUNITY RESOURCES (FINANCIAL, HEALTHCARE, WELLNESS, ETC.)* DEVELOPING SELF-ADVOCACY FOR MEDICAL, HEALTH AND WELLNESS NEEDS.CAREGIVER SUPPORT SERVICES: INDIVIDUALS FROM OUTSIDE THE COMMUNITY CAN ACCESS SHEPHERD CENTER'S WEBSITE WWW.SHEPHERD.ORG FOR PATIENT AND FAMILY RESOURCES, SUPPORT GROUPS, ADVOCACY AND HELPFUL LINKS.PROGRESS IN ADDRESSING NEED:WHILE SHEPHERD CENTER OFFERS A WEALTH OF ON-SITE AND WEB-BASED SUPPORT FOR CAREGIVER EDUCATION, TRAINING AND SUPPORT, THERE REMAINS A LARGE UNMET NEED FOR LOCAL COMMUNITY-BASED PROGRAMS TO PROVIDE THESE SERVICES THROUGHOUT THE COUNTRY. FURTHERMORE, THERE CONTINUES TO BE LIMITED RESPITE OPPORTUNITIES FOR CAREGIVERS WITHIN MOST LOCAL COMMUNITIES. DUE TO SHEPHERD CENTER'S LIMITED RESOURCES, WE WILL CONTINUE TO FOCUS ON PROVIDING CAREGIVER EDUCATION, TRAINING AND SUPPORT IN THE LOCAL ATLANTA COMMUNITY AND THROUGH DISTANCE-LEARNING OPPORTUNITIES THAT ARE WEB-BASED. SUBSTANTIAL PROGRESS HAS BEEN ACHIEVED IN DEVELOPING CAREGIVER EDUCATION, TRAINING AND SUPPORT OPPORTUNITIES VIA SHEPHERD CENTER, YET MINIMAL PROGRESS HAS BEEN MADE IN THE DEVELOPMENT OF COMMUNITY-BASED PROGRAMS OUTSIDE OF SHEPHERD'S LOCAL COMMUNITY.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR COMMUNITY-BASED SPECIALIZED SERVICES FOR INDIVIDUALS WITH BRAIN INJURIES, SPINAL CORD INJURIES AND MULTIPLE SCLEROSIS.DESCRIPTION OF NEED:MANY PERSONS WITH BRAIN INJURIES, SPINAL CORD INJURIES, AND MULTIPLE SCLEROSIS NEED SPECIALIZED REHABILITATION SERVICES WHEN THEY RETURN TO THEIR LOCAL COMMUNITY FOLLOWING DISCHARGE FROM A REHABILITATION HOSPITAL.OBJECTIVES FOR ADDRESSING NEED:FOR PATIENTS WHO RESIDE WITHIN THE LOCAL COMMUNITY (THE EIGHT COUNTY METRO ATLANTA AREA), PROVIDE COMMUNITY-BASED SPECIALIZED OUTPATIENT REHABILITATION SERVICES PROGRAMS AT SHEPHERD CENTER OR SHEPHERD PATHWAYS IN DECATUR, GEORGIA.FOR PATIENTS WHO LIVE MORE THAN 30 MILES FROM THE SHEPHERD CENTER, PROVIDE SPECIALIZED OUTPATIENT REHABILITATION SERVICES PROGRAMS AT SHEPHERD CENTER OR SHEPHERD PATHWAYS THROUGH THE ORGANIZATION'S RESIDENTIAL DAY PROGRAM.SERVE AS AN INFORMATIONAL RESOURCE TO COMMUNITY-BASED REHABILITATION SERVICE PROVIDERS TO ORGANIZATION'S OUTSIDE THE LOCAL COMMUNITY WHO WOULD LIKE TO PROVIDE SPECIALIZED REHABILITATION SERVICES TO INDIVIDUALS WITH BRAIN INJURIES, SPINAL CORD INJURIES, AND MULTIPLE SCLEROSIS.WITH LIMITED RESOURCES, IT IS NOT PRACTICAL FOR THE SHEPHERD CENTER TO PROVIDE COMMUNITY-BASED SPECIALIZED REHABILITATION SERVICES OUTSIDE THE LOCAL COMMUNITY.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:SHEPHERD CENTER'S DAY PROGRAM: THE DAY PROGRAM ENABLES PATIENTS WHO NO LONGER NEED 24-HOUR NURSING CARE TO CONTINUE THEIR RECOVERY AND REHABILITATION WHILE LIVING IN NEARBY APARTMENTS PROVIDED BY SHEPHERD CENTER. SERVICES ARE FOCUSED ON THE FUNCTIONAL RETURN OF SKILLS NECESSARY FOR COMMUNITY REINTEGRATION. SERVICES INCLUDE PHYSICAL AND OCCUPATIONAL THERAPY, NURSING, RESPIRATORY THERAPY, COUNSELING SESSIONS, RECREATION THERAPY AND EDUCATIONAL TRAINING SESSIONS. THE DAY PROGRAM HELPS MINIMIZE THE CHANCE OF FURTHER MEDICAL COMPLICATIONS THAT ARE SECONDARY TO THE NEUROLOGICAL INJURY OR ILLNESS. A WIDE RANGE OF SERVICES ARE OFFERED TO ASSIST PERSONS IN GOING BACK TO WORK OR SCHOOL TO HELP MAKE THIS TRANSITION GO SMOOTHLY, INCLUDING:* MEDICAL CARE: NURSING CARE CONTINUES IN THE DAY PROGRAM AND MAY INCLUDE CARE FOR NEUROGENIC BOWEL AND BLADDER (PERSON LACKS CONTROL DUE TO A BRAIN, SPINAL CORD, OR NERVE CONDITION), SPASTICITY, BLOOD PRESSURE, BLOOD CLOTS, CONTRACTURES, AND STRENGTH AND MOBILITY ISSUES.* RETURN-TO-WORK COUNSELING: INDIVIDUALS MAY OR MAY NOT BE ABLE TO RETURN TO THE SAME TYPE OF WORK THEY DID BEFORE THEIR INJURY. COUNSELORS HELP FIND JOBS OR CAREERS THAT ARE RIGHT FOR EACH INDIVIDUAL.* BACK-TO-SCHOOL PROGRAM: THROUGH OUR NO OBSTACLES PROGRAM, THERAPISTS DESIGN A BACK-TO-SCHOOL PLAN THAT CAN INCLUDE IN-SCHOOL AWARENESS AND SENSITIVITY TRAINING FOR SCHOOL STAFF AND STUDENTS, AS WELL AS INSTRUCTION REGARDING MEDICAL ISSUES, WHICH MAY COME UP DURING THE SCHOOL DAY.* LIFE-SKILLS TRAINING: THERAPISTS HELP INDIVIDUALS PRACTICE THE SKILLS THEY WILL NEED TO GET THROUGH A NORMAL DAY. THIS CAN INCLUDE EVERYTHING FROM GROOMING AND DRESSING TO MANAGING THEIR SCHEDULE AND WORKING WITH OTHERS.* MOBILITY TRAINING: OUTINGS INTO THE SURROUNDING NEIGHBORHOOD WILL HELP INDIVIDUALS PRACTICE SKILLS NEEDED IN THEIR OWN COMMUNITY. * FAMILY/CAREGIVER TRAINING: CLASSES FOR FAMILY OR OTHER CAREGIVERS TO MAKE SURE THEY UNDERSTAND THE PERSONS' INJURY OR ILLNESS AND THEIR NEEDS.* HOUSING: PATIENTS IN THE DAY PROGRAM ARE PROVIDED HOUSING, FREE OF CHARGE, FOR THE DURATION OF THEIR REHABILITATION PROGRAM IF THEY LIVE MORE THAN 60 MILES FROM THE CENTER.SHEPHERD PATHWAYS: THIS PROGRAM IS LOCATED IN DECATUR, GEORGIA AND PROVIDES POST-ACUTE, COMMUNITY-BASED BRAIN INJURY SERVICES. THE FACILITY INCLUDES TREATMENT ROOMS, TWO LARGE THERAPY GYMS, STATE-OF-THE ART TECHNOLOGY, OUTDOOR SPORTS EQUIPMENT AND A PUTTING GREEN FOR RECREATIONAL AND LEISURE ACTIVITIES.THE RESIDENTIAL PROGRAM HAS 12 DESIGNATED BEDS THAT ARE SUPPORTED BY LICENSED PROFESSIONAL NURSES AND LIFE SKILLS TRAINERS, WHO SUPPORT INDIVIDUAL TREATMENT GOALS IN COLLABORATION WITH THE TREATMENT TEAM.SHEPHERD PATHWAYS PROVIDES BRAIN INJURY PROGRAMS:* DAY PROGRAM* RESIDENTIAL PROGRAM* OUTPATIENT PROGRAM* SHORT-TERM RESPITE CARE* SUPPORTED-LIVING RESIDENCE* SPECIALIZED NEUROLOGIC REHABILITATION* YOUTH STROKE PROGRAM* SUMMER ACADEMICS PROGRAMS* BACK-TO-SCHOOL REINTEGRATION* RETURN TO WORK PROGRAM* PRE-DRIVING AND DRIVING PROGRAMS* VESTIBULAR REHABILITATION* SWALLOWING PROGRAM* HEALTH & WELLNESS* FOLLOW UP CASE MANAGEMENT* NO COST HOUSING (FOR FAMILIES WITH PERSONS IN THE DAY PROGRAM WHO LIVE 50+ MILES FROM ATLANTA)* TRANSPORTATION AT PICK UP POINTS IN THE ATLANTA AREA* SUPPORTED LIVING (A 6-BED HOME FOR LONG-TERM LIVING AVAILABLE TO PEOPLE WITH ABI NEEDING 24/7 CARE)SHEPHERD SHARE MILITARY INITIATIVE: THE SHARE MILITARY INITIATIVE IS A COMPREHENSIVE REHABILITATION PROGRAM THAT FOCUSES ON ASSESSMENT AND TREATMENT FOR SERVICE MEN AND WOMEN WHO HAVE SUSTAINED A MILD OR MODERATE TRAUMATIC BRAIN INJURY AND PTSD (POST TRAUMATIC STRESS DISORDER) FROM THE AFGHANISTAN AND IRAQI CONFLICTS. THE SHARE (SHARING HOPE AND RECOVERY EXCELLENCE) MILITARY INITIATIVE PROVIDES: DAY PROGRAMS:* TWO WEEK ASSESSMENT WITH RECOMMENDATIONS FOR TREATMENT* EIGHT TO 12 WEEK TREATMENT PROGRAM* 12 TO 24 MONTHS OF COMMUNITY TRANSITION FOLLOW-UP* COMPLIMENTARY HOUSING WITH ON-SITE LIFE SKILLS SUPPORT* SPECIALTY MEDICAL SERVICES: PAIN MANAGEMENT CLINIC, ORTHOPEDICS, NEUROLOGY, PSYCHIATRY, SLEEP STUDIES, AND A FULL CONTINUUM OF OTHER SPECIALTY MEDICAL CARE.PROFESSIONAL SERVICES:* DEDICATED MILITARY TEAM: PHYSIATRIST/REHABILITATION MEDICINE, PT, OT, ST, RECREATION THERAPY, NURSING, CASE MANAGEMENT, NEUROPSYCHOLOGY, PSYCHOLOGY AND COUNSELING, CHAPLAINCY, SUBSTANCE ABUSE COUNSELING* PTSD (EMDR- EYE MOVEMENT DESENSITIZATION REPROCESSING) OUTPATIENT TREATMENT* INDIVIDUAL, FAMILY AND GROUP THERAPY* CLIENT/FAMILY EDUCATION* COGNITIVE REHABILITATION* VESTIBULAR EVALUATION AND TREATMENT* VOCATIONAL/ACADEMIC EVALUATION AND COMMUNITY RE-ENTRY* LIFE-SKILLS TRAINING AND COACHING* TRANSITION TO HOME - TELE HEALTH SERVICES* WEB-BASED SUPPORT AND EDUCATION* RESOURCE REHABILITATION TO INCLUDE ASSISTANCE IN NAVIGATING MEDICAL BOARD PROCESS AND VA SYSTEMON-SITE SERVICES:* CAFETERIA - COMPLIMENTARY FOR MILITARY PATIENTS* POOL WITH ACCESS FOR PARTICIPATION IN THE AQUATIC PROGRAM* FULL ACCESS TO WELLNESS CENTER, INCLUDING PERSONAL TRAINERS* ASSISTIVE TECHNOLOGY* DRIVERS' EVALUATION AND TRAINING* PEER SUPPORT SERVICES* WHEELCHAIR SEATING* FINANCIAL PLANNING
PART V, SECTION B, LINE 11: CONTINUATION: BEYOND THERAPY: THIS PROGRAM IS AN INTENSIVE, NEUROLOGICAL REHABILITATION PROGRAM CREATED BY SHEPHERD CENTER THAT INTEGRATES THE DISCIPLINES OF PHYSICAL THERAPY AND EXERCISE PHYSIOLOGY. THE PROGRAM FACILITATES NEUROLOGICAL AND FUNCTIONAL RECOVERY IN PEOPLE WHO HAVE SUSTAINED A NEUROLOGICAL INSULT, SUCH AS A SPINAL CORD INJURY, BRAIN INJURY OR STROKE, AND HAVE EXHAUSTED TRADITIONAL MEANS OF OUTPATIENT THERAPEUTIC INTERVENTION.BEYOND THERAPY IS BASED ON RESEARCH SUGGESTING THE CENTRAL NERVOUS SYSTEM IS CAPABLE OF SYNAPTIC PLASTICITY AND ANATOMICAL REORGANIZATION THROUGH "ACTIVITY-BASED" THERAPY. THIS IS CALLED NEUROPLASTICITY. BEYOND THERAPY COMBINES THE CONCEPTS OF ATHLETIC TRAINING AND PHYSICAL THERAPY TO PROMOTE NEUROPLASTICITY.TRADITIONAL THERAPY PROGRAMS ARE DESIGNED TO HELP PATIENTS BECOME AS INDEPENDENT AS POSSIBLE USING COMPENSATORY STRATEGIES AND TRAINING ON HOW TO CARE FOR THEMSELVES AFTER DISCHARGE FROM THE HOSPITAL. IN CONTRAST, BEYOND THERAPY FOCUSES ON PROMOTING LIFELONG WELLNESS AND MAXIMIZING MUSCLE AND NEURAL RETURN THROUGH A PROGRAM OF INTENSIVE STRENGTHENING AND MOTOR PATTERNED ACTIVITY CONCENTRATING ON WEAKER MUSCLES AND NERVE CONNECTIONS THAT MAY HAVE BEEN IGNORED IN THE INITIAL PHASES OF RECOVERY.CENTRAL OBJECTIVES OF THE PROGRAM ARE: OPTIMIZING RECOVERY, TONING SELDOM-USED MUSCLES AND DECREASING SECONDARY COMPLICATIONS THAT TYPICALLY OCCUR AMONG PEOPLE WITH NEUROLOGICAL DISORDERS.SHEPHERD OUTPATIENT CLINICS: SHEPHERD CENTER PROVIDES THE FOLLOWING OUTPATIENT CLINICS:* SHEPHERD PAIN INSTITUTE* SEATING CLINIC* UROLOGY CLINIC* WOUND CARE CLINIC* MULTI-SPECIALTY CLINIC* DPS- DIAPHRAGM PACING SYSTEM EVALUATION* REHABILITATION CLINIC (PT,OT, ST)* UPPER EXTREMITY REHABILITATION CLINIC* ADAPTED DRIVING SERVICES* ADAPTIVE TECHNOLOGY CONSULTATION SERVICES* SWALLOWING DISORDERS CLINIC* BRAIN INJURY OUTPATIENT SERVICES* SPINAL CORD INJURY OUTPATIENT SERVICESEULA C. & ANDREW C. CARLOS MULTIPLE SCLEROSIS REHABILITATION AND WELLNESS PROGRAM : THE MULTIPLE SCLEROSIS REHABILITATION AND WELLNESS PROGRAM AT SHEPHERD CENTER IS A DEDICATED PROGRAM FOR THE REHABILITATIVE TREATMENT AND WELLNESS OF PATIENTS DIAGNOSED WITH MULTIPLE SCLEROSIS (MS) AND RELATED CONDITIONS. THOUSANDS OF PEOPLE WITH MS HAVE BEEN TREATED AT SHEPHERD USING A WIDE RANGE OF NEUROLOGICAL AND REHABILITATIVE SERVICES.* MS SKILLED THERAPY FOR SPECIFIC HEALTH ISSUES TO ADDRESS GAIT DYSFUNCTION, SWALLOWING ISSUES, SIGNIFICANT INCREASES IN FATIGUE, MUSCLE WEAKNESS, POOR BALANCE AND FALLS.* INTENSIVE THERAPY - MS DAY PROGRAM DESIGNED FOR PATIENTS WHO MAY BENEFIT FROM INTENSIVE PT, OT, ST AND WELLNESS INTERVENTION. HOUSING FOR PATIENTS IN THE MS INTENSIVE DAY THERAPY PROGRAM IS PROVIDED AT NO COST FOR THE DURATION OF THE REHABILITATION PROGRAM FOR PATIENTS WHO LIVE 60 MILES OR MORE FROM SHEPHERD CENTER.* MS WELLNESS IS DESIGNED TO ASSIST INDIVIDUALS LIVING WITH MS TO LEARN TO MANAGE THEIR HEALTH IN BOTH A PHYSICAL AND PSYCHOSOCIAL SENSE.PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER CONTINUES AS A WORLD-RENOWNED LEADER IN PROVIDING SPECIALIZED ACCESS TO TREATMENT FOR PERSONS WHO HAVE SUSTAINED BRAIN INJURIES, SPINAL CORD INJURIES, OR HAVE BEEN DIAGNOSED WITH MS. WITHIN THE LOCAL AND REGIONAL COMMUNITY, THE CENTER CONTINUES TO PROVIDE COMMUNITY-BASED SPECIALIZED SERVICES THROUGH ITS ATLANTA CAMPUS AND SHEPHERD PATHWAYS IN DECATUR. FOR PATIENTS THE CENTER'S DAY PROGRAMS HOUSING IS PROVIDED, FREE OF CHARGE, FOR THE DURATION OF THEIR REHABILITATION PROGRAM IF THEY LIVE MORE THAN 60 MILES FROM SHEPHERD CENTER. OUTSIDE OF THE METRO ATLANTA COMMUNITY, SHEPHERD WILL CONTINUE TO PROVIDE INFORMATIONAL RESOURCES TO OTHER COMMUNITY-BASED PROVIDERS, BUT IT IS NOT PRACTICAL FOR THE CENTER TO PROVIDE THE COMPREHENSIVE RANGE OF SERVICES NEEDED OUTSIDE METRO ATLANTA. SUBSTANTIAL PROGRESS HAS BEEN ACHIEVED IN PROVIDING COMMUNITY-BASED SPECIALIZED SERVICES TO SHEPHERD CENTER'S TARGET COMMUNITIES.COMMUNITY HEALTH NEED: NEED FOR COMMUNITY CARE COORDINATION AND MANAGEMENT PROFESSIONALS WITH AN UNDERSTANDING OF THE UNIQUE PAIN MANAGEMENT, BEHAVIORAL ADJUSTMENT AND SEXUALITY-RELATED ISSUES OF INDIVIDUALS WITH ABI AND SCI.DESCRIPTION OF NEED:MANY INDIVIDUALS WHO HAVE SUSTAINED A BRAIN INJURY OR SPINAL CORD INJURY HAVE UNIQUE PAIN MANAGEMENT, BEHAVIORAL ADJUSTMENT, AND SEXUALITY-RELATED ISSUES FOLLOWING THEIR CATASTROPHIC INJURY THAT REQUIRES A SPECIALIZED UNDERSTANDING AND EXPERTISE IN ORDER TO PROVIDE APPROPRIATE MANAGEMENT AND CARE COORDINATION WHEN THESE PERSONS RETURN TO THEIR LOCAL COMMUNITIES.OBJECTIVES FOR ADDRESSING NEED:* INCREASE AWARENESS AND UNDERSTANDING OF THE UNIQUE PAIN MANAGEMENT, BEHAVIORAL ADJUSTMENT AND SEXUALITY-RELATED ISSUES OF INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURIES.* PROVIDE ACCESS TO COMMUNITY CARE COORDINATION AND MANAGEMENT PROTOCOLS RESOURCES DEVELOPED BY SHEPHERD CARE.* PROVIDE TELEPHONE AND INTERNET-BASED PEER SUPPORT TO LOCAL COMMUNITY CARE COORDINATION AND MANAGEMENT PROFESSIONALS VIA SHEPHERD CARE.* PROVIDE ACCESS TO STANDARDS OF CARE AND TREATMENT PROTOCOLS FOR COMMON SECONDARY MEDICAL COMPLICATIONS RESULTING FROM BRAIN AND SPINAL CORD INJURY.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:SHEPHERD CARE PROGRAM: SHEPHERD CARE PROVIDES CASE MANAGEMENT FOR CLIENTS WHO HAVE SUSTAINED A BRAIN OR SPINAL CORD INJURY. THE PROGRAM WAS DEVELOPED TO ASSIST INDIVIDUALS FOLLOWING DISCHARGE FROM THE HOSPITAL, FIND A LOCAL PRIMARY CARE PHYSICIAN, BECOME INTEGRATED INTO THEIR LOCAL HEALTH DELIVERY SYSTEM, AND MAKE CONNECTIONS WITH LOCAL OR TELEPHONE/INTERNET-BASED PEERS TO ASSIST THEM IN ADJUSTING TO COMMUNITY RE-ENTRY.PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER PROVIDES CASE MANAGEMENT FOR ITS CLIENTS FOR A LIMITED PERIOD OF TIME FOLLOWING DISCHARGE FROM THE HOSPITAL. HOWEVER, THERE CONTINUES TO BE A LARGE UNMET NEED FOR ONGOING COMMUNITY CARE COORDINATION AND CASE MANAGEMENT PROFESSIONALS WHO HAVE AN UNDERSTANDING OF THE UNIQUE ISSUES THAT PERSONS WITH ABI AND SCI FACE UPON RETURNING TO THEIR LOCAL COMMUNITIES. DUE TO LIMITED FINANCIAL RESOURCES, MINIMAL PROGRESS HAS BEEN ACHIEVED IN DEVELOPING LONG-TERM COMMUNITY CARE COORDINATION AND CASE MANAGEMENT PROFESSIONALS OUTSIDE OF SHEPHERD CENTER'S LOCAL COMMUNITY.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR ENHANCED COMMUNITY EDUCATIONAL OUTREACH ON THE PREVENTION OF PRIMARY INJURIES, SECONDARY COMPLICATIONS, APPROPRIATE STANDARDS OF CARE, AND AGING RELATED ISSUES FOR INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURIES. DESCRIPTION OF NEED:THERE IS AN ONGOING NEED FOR COMMUNITY EDUCATIONAL OUTREACH ON THE PREVENTION OF PRIMARY INJURIES, SECONDARY COMPLICATIONS, APPROPRIATE STANDARDS OF CARE, AND AGING RELATED ISSUES FOR INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURIES.OBJECTIVES FOR ADDRESSING NEED:* PROVIDE EDUCATIONAL PROGRAMS ADDRESSING THE IMPACT OF SPINAL CORD AND BRAIN INJURY AND INJURY PREVENTION TARGETING THE ADOLESCENT AND YOUNG ADULT POPULATION, FOCUSING ON BUT NOT LIMITED TO PREVENTABLE INJURIES INVOLVING DIVING, DISTRACTED DRIVING, USE OF ALL-TERRAIN VEHICLES, AND UNPROTECTED EXTREME SPORT ACTIVITIES.* PROVIDE WEB-BASED EDUCATION AND INFORMATION RESOURCES FOR PATIENTS, FAMILIES, AND HEALTHCARE PROFESSIONALS TO ENHANCE ACCESS TO INFORMATION RELATED TO PREVENTION OF INJURIES, PHYSICAL CARE, SECONDARY COMPLICATIONS, APPROPRIATE STANDARDS OF CARE, COMMUNITY RE-ENTRY, PSYCHOLOGICAL AND SOCIAL ADJUSTMENTS, AND AGING RELATED ISSUES FOR INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURIES.* PROVIDE ONLINE INFORMATION AND CONTINUING EDUCATION COURSES FOR HEALTHCARE PROFESSIONALS ON APPROPRIATE STANDARDS OF CARE AND SECONDARY COMPLICATIONS, PSYCHOLOGICAL AND SOCIAL ADJUSTMENT AND AGING RELATED ISSUES FOR THEIR PATIENTS WITH BRAIN AND SPINAL CORD INJURIES.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:YIPES! PROGRAM: THE YOUTH INJURY PREVENTION EDUCATION PROGRAM WAS LAUNCHED BY SHEPHERD CENTER TO PROMOTE INJURY PREVENTION AND RAISE AWARENESS OF SPINAL CORD AND BRAIN INJURIES AMONG THE ADOLESCENT POPULATION THROUGH PEER SOCIAL-NETWORKING APPLICATIONS AND WORD OF MOUTH. YIPES! FOCUSES ON, BUT IS NOT LIMITED TO; INJURIES INVOLVING DIVING, DISTRACTED DRIVING, ALL- TERRAIN VEHICLES (ATVS) AND UNPROTECTED EXTREME SPORT ACTIVITIES.INJURY PREVENTION: SHEPHERD CENTER HAS DEVELOPED AN EDUCATION PROGRAM ADDRESSING THE IMPACT OF A SPINAL CORD OR BRAIN INJURY AND INJURY PREVENTION FOR MIDDLE AND HIGH SCHOOL STUDENTS. STUDENTS ENROLLED IN MIDDLE AND HIGH SCHOOL CAN RECEIVE A THREE WEEK EDUCATIONAL SERIES ABOUT BRAIN AND SPINAL CORD ANATOMY AND FUNCTION, EXPECTED CHANGES FOLLOWING INJURY, AND INJURY PREVENTION. THE CURRICULUM WAS DEVELOPED BY A TEAM OF CLINICIANS AND EDUCATORS INCLUDING PHYSICAL AND OCCUPATIONAL THERAPISTS, SPEECH AND LANGUAGE PATHOLOGISTS, COUNSELORS, RECREATION THERAPY SPECIALISTS, SCHOOL TEACHERS AND HOSPITAL/SCHOOL SYSTEM ADMINISTRATORS. THE CURRICULUM IS INTERACTIVE, INCLUDING VIDEO CASE STUDIES AND SCHOOL VISITATION WITH CURRENT AND FORMER PATIENTS WHO HAVE A BRAIN AND/OR SPINAL CORD INJURY. EDUCATION SESSIONS CAN IMPROVE A STUDENT'S KNOWLEDGE OF THE IMPACT OF A BRAIN OR SPINAL CORD INJURY AND CHANGE PERCEIVED ATTITUDES ABOUT THE RISK OF COMMON BEHAVIORS. THE PROGRAM WAS AVAILABLE IN EIGHT LOCAL MIDDLE SCHOOLS AND EIGHT LOCAL HIGH SCHOOLS IN 2015.SHEPHERD CENTER EMPLOYS A FULL TIME DIRECTOR OF INJURY PREVENTION & EDUCATIONAL SERVICES TO PROMOTE OUR INJURY PREVENTION MESSAGE TO MORE AUDIENCES.MY VITAL CONNECTIONS: IS SHEPHERD CENTER'S EDUCATION AND RESEARCH PORTAL FOR PATIENTS, FAMILIES, AND HEALTHCARE PROFESSIONALS. FOR PATIENTS AND CAREGIVERS, ACCESS TO INFORMATION RELATED TO PHYSICAL CARE, COMMUNITY RE-ENTRY AND PSYCHOLOGICAL AND SOCIAL ADJUSTMENT ARE AVAILABLE THROUGH THE PATIENTS' LINK. FOR HEALTHCARE PROFESSIONALS, A VARIETY OF ONLINE INFORMATION AND CONTINUING EDUCATION COURSES ARE AVAILABLE THROUGH THE PROVIDERS' LINK.PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER HAS A FULL-TIME DIRECTOR OF INJURY PREVENTION AND EDUCATION SERVICES TO CONTINUE TO ENHANCE COMMUNITY EDUCATIONAL OUTREACH ON PREVENTION OF PRIMARY INJURIES AND ASSIST IN DEVELOPING EDUCATIONAL OFFERINGS THAT DESCRIBE SECONDARY COMPLICATIONS, APPROPRIATE STANDARDS OF CARE, AND AGING RELATED ISSUES FOR PERSONS WITH BRAIN AND SPINAL CORD INJURIES. CONTINUED DEVELOPMENT OF PODCASTS HAS INCREASED THE NUMBER OF SPECIALIZED TOPICS THAT ARE AVAILABLE FOR COMMUNITY EDUCATIONAL OUTREACH AND HAS GREATLY EXPANDED SHEPHERD CENTER'S ABILITY TO REACH LARGER AUDIENCES. SUBSTANTIAL PROGRESS HAS BEEN ACHIEVED IN ENHANCING COMMUNITY EDUCATIONAL OUTREACH WITHIN THE LOCAL COMMUNITY.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR TELEPHONE AND/OR WEB-BASED PEER SUPPORT SYSTEMS FOR INDIVIDUALS WITH BRAIN INJURIES, SPINAL CORD INJURIES, AND MULTIPLE SCLEROSIS.DESCRIPTION OF NEED:PERSONS WHO HAVE SUSTAINED A BRAIN INJURY, SPINAL CORD INJURY, OR HAVE BEEN DIAGNOSED WITH MULTIPLE SCLEROSIS NEED PEER SUPPORT WHEN THEY RETURN TO THEIR LOCAL COMMUNITIES AND MOVE AWAY FROM THE PEER SUPPORT AND ENCOURAGEMENT THEY RECEIVED WHILE AT SHEPHERD CENTER. FREQUENTLY, CLIENTS RETURN TO THEIR HOME COMMUNITIES WHERE THEY FEEL COMPLETELY ISOLATED AND ALONE. BY PROVIDING TELEPHONE AND WEB-BASED PEER SUPPORT SYSTEMS, THESE INDIVIDUALS CAN CONNECT WITH OTHERS WHO UNDERSTAND THEIR UNIQUE CHALLENGES AND CAN OFFER PRACTICAL AND SUPPORTIVE ASSISTANCE.OBJECTIVES FOR ADDRESSING NEED:* PROVIDE PEER CONNECTIONS TO INDIVIDUALS WHO HAVE BEEN CLIENTS AT SHEPHERD CENTER WHEN THEY RETURN TO THEIR HOME COMMUNITIES.* PROVIDE ACCESS TO RESOURCES AND OPTIONS AVAILABLE TO HELP INDIVIDUALS BETTER ADDRESS THE PSYCHOLOGICAL, EDUCATIONAL, PROFESSIONAL, AND MEDICAL ISSUES THAT MAY ARISE UPON RETURNING TO THEIR HOME COMMUNITY.* ASSIST CLIENTS AND FAMILY MEMBERS/CAREGIVERS IN BECOMING SELF-ADVOCATES FOR THEIR NEEDS WITHIN THEIR LOCAL COMMUNITY.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:SHEPHERD CENTER TRANSITION SUPPORT PROGRAM: THIS PROGRAM WORKS TO MAXIMIZE CLIENT AND FAMILY INDEPENDENCE AND AUTONOMY BY PROVIDING EDUCATION, GUIDANCE AND SUPPORT UPON DISCHARGE TO HOME TO IMPROVE HEALTH AND SAFETY OUTCOMES. CLIENTS ENTERING THE PROGRAM WILL COLLABORATE WITH A TRANSITION SUPPORT COORDINATOR TO ACHIEVE GOALS BY:* MOVING TOWARD OPTIMAL HEALTH, SAFETY AND WELLNESS MANAGEMENT* FOLLOWING DISCHARGE PLAN AND HOME CARE INSTRUCTIONS TO PREVENT RE-HOSPITALIZATION* DEVELOPING A CLIENT-CENTERED TREATMENT PLAN IN THE HOME* LOCATING AND UTILIZING APPROPRIATE COMMUNITY RESOURCES (FINANCIAL, HEALTHCARE, WELLNESS, ETC.)* DEVELOPING SELF-ADVOCACY FOR MEDICAL, HEALTH AND WELLNESS NEEDS.MYSHEPHERDCONNECTION.ORG: IS A WEB-BASED COMMUNITY ACCESS PROGRAM DESIGNED TO PROVIDE A BROAD RANGE OF EDUCATIONAL TOOLS TO HELP PATIENTS AND THEIR CAREGIVERS FOLLOWING A BRAIN INJURY, SPINAL CORD INJURY OR STROKE. THE WEB-BASED PROGRAM HAS PERSONAL CARE MANUALS, CAREGIVER GUIDES, RESOURCES TO ASSIST IN RETURNING TO THE COMMUNITY, SAFE AT HOME RECOMMENDATIONS, AND SPECIFIC SECTIONS FOR BRAIN INJURY, DISORDERS OF CONSCIOUSNESS, STROKE, SPINAL CORD INJURY, AND MULTIPLE SCLEROSIS. SHEPHERD'S BRAIN AND SPINAL CORD INJURY PEER SUPPORT PROGRAM: THE BRAIN AND SPINAL CORD INJURY PEER SUPPORT PROGRAM IS DESIGNED TO PROVIDE RECENTLY INJURED INDIVIDUALS WITH AN OPPORTUNITY TO MEET AND TALK WITH OTHERS WHO ARE SUCCESSFULLY COPING WITH A BRAIN AND/OR SPINAL CORD INJURY. THESE INDIVIDUALS HAVE A WEALTH OF INFORMATION AND EXPERIENCE TO SHARE WITH NEWLY-INJURED PATIENTS.THE PROGRAM OFFERS PERSONAL SUPPORT AND DIRECT ASSISTANCE TO FAMILIES LIVING WITH BRAIN AND/OR SPINAL CORD INJURY. THE PROGRAM'S PERSONAL SUPPORT MAY INVOLVE DISCUSSING AND SHARING EXPERIENCES ON ISSUES SUCH AS COPING, ATTITUDINAL BARRIERS, DATING, BODY IMAGE, AND SEXUAL FUNCTION. ASSISTANCE MAY INVOLVE PROVIDING SPECIFICS ABOUT COMMUNITY INFORMATION, RESOURCES AND SERVICES. PEER SUPPORT MEETINGS ARE REGULARLY HELD EACH MONTH AT THE CENTER AND ARE OPEN TO THE PUBLIC.* BRAIN INJURY PEER VISITORS (PEERS MEET INDIVIDUALLY WITH PERSONS WHO HAVE SUSTAINED A BRAIN INJURY)* SPINAL CORD INJURY SUPPORT GROUP (4TH THURSDAY OF EVERY MONTH 6:00-8:00 P.M.)* SPINAL CORD INJURY CAREGIVERS SUPPORT GROUP (4TH THURSDAY OF EVERY MONTH FROM 7:00 - 8:00 P.M.)* SPINAL CORD INJURY SUPPORT GROUP FOR WOMEN (4TH WEDNESDAY OF EVERY MONTH FROM 6:00 - 8:00 P.M.)* HISPANIC PEER SUPPORT GROUP(SPINAL CORD INJURY) CONTACT PEER SUPPORT* BRAIN AND SPINAL CORD INJURY SUPPORT VIA PHONE/EMAIL (IF COMING TO SHEPHERD CENTER IS NOT A POSSIBILITY, THE BRAIN AND SPINAL CORD INJURY PEER SUPPORT PROGRAM CAN PROVIDE PEER SUPPORT OVER THE PHONE OR VIA EMAIL)SHEPHERD CARE PROGRAM: SHEPHERD CARE PROVIDES CASE MANAGEMENT FOR CLIENTS WHO HAVE SUSTAINED A BRAIN OR SPINAL CORD INJURY. THE PROGRAM WAS DEVELOPED TO ASSIST INDIVIDUALS FOLLOWING DISCHARGE FROM THE HOSPITAL, FIND A LOCAL PRIMARY CARE PHYSICIAN, BECOME INTEGRATED INTO THEIR LOCAL HEALTH DELIVERY SYSTEM, AND MAKE CONNECTIONS WITH LOCAL OR TELEPHONE/INTERNET-BASED PEERS TO ASSIST THEM IN ADJUSTING TO COMMUNITY RE-ENTRY.PROGRESS IN ADDRESSING NEED:WITH THE DEVELOPMENT OF THE TRANSITION SUPPORT PROGRAM, MYSHEPHERDCENTER.ORG, AND THE USE OF SOCIAL MEDIA SUCH AS FACEBOOK, SHEPHERD CENTER HAS SIGNIFICANTLY INCREASED ACCESS TO PEER SUPPORT CONNECTIONS AND RESOURCE OPTIONS FOR INDIVIDUALS WITH BRAIN INJURIES, SPINAL CORD INJURIES, OR WHO HAVE BEEN DIAGNOSED WITH MULTIPLE SCLEROSIS. HOWEVER, THERE CONTINUES TO BE AN ONGOING COMMUNITY HEALTH NEED, ESPECIALLY FOR INDIVIDUALS WHO RETURN TO SMALL, RURAL COMMUNITIES WHERE THEY MAY EXPERIENCE SIGNIFICANT FEELINGS OF ISOLATION FROM FRIENDS AND MEMBERS WITHIN THEIR LOCAL COMMUNITY. OVERALL, SUBSTANTIAL PROGRESS HAS BEEN ACHIEVED IN ADDRESSING THE NEED TELEPHONE AND WEB-BASED PEER SUPPORT.
PART V, SECTION B, LINE 11: CONTINUATION: COMMUNITY HEALTH NEED: NEED FOR COMMUNITY-BASED EXERCISE PROGRAMS AND FACILITIES FOR INDIVIDUALS WITH BRAIN INJURIES, SPINAL CORD INJURIES, AND MULTIPLE SCLEROSIS.DESCRIPTION OF NEED:PERSONS WHO HAVE SUSTAINED BRAIN INJURIES, SPINAL CORD INJURIES, OR WHO HAVE MULTIPLE SCLEROSIS NEED ACCESS TO EXERCISE PROGRAMS AND FACILITIES TO MAINTAIN OPTIMAL HEALTH AND ENSURE THAT THEY MAINTAIN MAXIMUM FUNCTIONAL INDEPENDENCE.OBJECTIVES FOR ADDRESSING NEED:* PROVIDE ACCESS TO EXERCISE EQUIPMENT, POOL AND GYMNASIUM FOR PERSONS WHO HAVE SUSTAINED A BRAIN INJURY, SPINAL CORD INJURY OR HAVE MULTIPLE SCLEROSIS WHO LIVE WITHIN THE LOCAL COMMUNITY FOR A NOMINAL MONTHLY FEE.* WITH LIMITED RESOURCES, IT IS NOT PRACTICAL FOR THE SHEPHERD CENTER TO PROVIDE COMMUNITY-BASED EXERCISE PROGRAMS AND FACILITIES OUTSIDE THE LOCAL COMMUNITY.SHEPHERD CENTER'S ONGOING PROGRAMS/SERVICES ADDRESSING NEED:PROMOTION FITNESS CENTER: THE PROMOTION FITNESS CENTER IS A COMMUNITY-WELLNESS CENTER, LOCATED AT SHEPHERD CENTER, FOR PEOPLE OF ALL ABILITIES. FACILITIES INCLUDE A WEIGHT ROOM, INDOOR TRACK, FULL-COURT GYMNASIUM, AND SWIMMING POOL. THROUGH CLASSES, PRIVATE LESSONS, OR INDIVIDUAL USE OF THE FACILITY, PROMOTION ATTEMPTS TO IMPROVE ITS MEMBERS' ?TNESS AND QUALITY OF LIFE. THE FACILITY IS COMPLETELY ACCESSIBLE TO ALLOW PEOPLE WITH PHYSICAL DISABILITIES TO PARTICIPATE IN ALL PROGRAMS, AS APPROPRIATE. PROFESSIONALLY TRAINED AND CERTIFIED STAFF ARE AVAILABLE TO ENSURE THAT ALL MEMBERS RECEIVE THE HIGHEST QUALITY ASSISTANCE.EULA C. & ANDREW C. CARLOS MULTIPLE SCLEROSIS REHABILITATION AND WELLNESS PROGRAM: THIS PROGRAM OFFERS A COMPREHENSIVE REHABILITATION AND WELLNESS PROGRAM WITH MULTIPLE PROGRAM TRACKS FOR PERSONS WITH MS AND RELATED DIAGNOSES. EXERCISE CLASSES INCLUDE: CORE STRENGTHENING, LOWER EXTREMITY STRENGTHENING, CARDIO, YOGA, AQUATICS, FINE MOTOR/COGNITIVE GROUP, SEWING AND BRIDGE.PROGRESS IN ADDRESSING NEED:SHEPHERD CENTER OFFERS COMMUNITY-BASED EXERCISE PROGRAMS AND FACILITIES FOR PERSONS LIVING IN THE LOCAL COMMUNITY WITH BRAIN INJURIES, SPINAL CORD INJURIES, AND MULTIPLE SCLEROSIS. HOWEVER, THERE CONTINUES TO BE A SIGNIFICANT UNMET COMMUNITY NEED FOR THESE SERVICES IN MOST OTHER COMMUNITIES. SIGNIFICANT PROGRESS HAS BEEN ACHIEVED IN ADDRESSING THIS NEED FOR THOSE FOR LOCAL RESIDENTS WHO CAN ACCESS SERVICES AT SHEPHERD CENTER.
PART V, SECTION B, LINE 13H: FAMILY SIZE.
PART V, SECTION B, LINE 16I: WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?3
Name and address Type of Facility (describe)
1 1 - SHARE INITIATIVE
2045 PEACHTREE ROAD NW SUITE 525
ATLANTA,GA30309
OUTPATIENT CENTER SERVING INJURED SERVICEMEN AND WOMEN
2 2 - SHEPHERD PATHWAYS
1942 CLAIRMONT ROAD
DECATUR,GA30033
OUTPATIENT CENTER SERVING BRAIN INJURY PATIENTS
3 3 - PATHWAY RESIDENTIAL
2086 AZELEA CIRCLE
DECATUR,GA30033
RESIDENTIAL UNITS SERVING BRAIN INJURY PATIENTS
4
5
6
7
8
9
10
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
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:- ADVOCACYSHEPHERD CENTER'S ADVOCACY PROGRAM IS RESPONSIBLE FOR THE FOLLOWING:1.SERVE AS A PRIMARY LIAISON BETWEEN SHEPHERD CENTER AND THE DISABILITY COMMUNITY.2.PROVIDE DAY-TO-DAY EXPERTISE ON DISABILITY RIGHTS ISSUES.3.PROMOTE DISABILITY RIGHTS.4.SUPPORT THE DEVELOPMENT OF LOCAL AND NATIONAL CAMPAIGNS RELATED TO HOME AND COMMUNITY BASED SERVICES (HCBS), ACCESSIBLE, AFFORDABLE, INTEGRATED HOUSING,REUSE EFFORTS AND INCLUSIVE EMERGENCY MANAGEMENT.5.SERVE ON AMERIGROUP'S AGING AND DISABILITY ADVISORY BOARD. IN FY 2015 MARK JOHNSON, DIRECTOR OF ADVOCACY AT SHEPHERD CENTER, PROMOTED EFFORTS TO INCREASE AND IMPROVE HOME AND COMMUNITY BASED SERVICES AND DISABILITY EMPLOYMENT AWARENESS.- HOUSINGHAVING 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. SHEPHERD CENTER OFFERS COMPLIMENTARY HOUSING FOR 30 DAYS FOR FAMILIES WHO TRAVEL MORE THAN 60 MILES FROM ATLANTA TO GET TO SHEPHERD CENTER. THIS SUPPORT IS CRUCIAL AND APPRECIATED BY FAMILIES AS IT ENABLES THEM TO FOCUS ON THEIR LOVED ONE GETTING BETTER AND NOT THE FINANCIAL BURDENS AND STRESS THAT COMES WITH MOVING FROM HOME FOR CARE. COMPLIMENTARY HOUSING IS ALSO OFFERED FOR DAY PROGRAM PATIENTS AS A WAY TO EXPERIENCE WHAT THEY HAVE LEARNED IN THE INPATIENT SETTING AND PUT IT TO WORK IN A SAFE ENVIRONMENT. THE HOUSING PROGRAM HELPS ALLEVIATE STRESS AND UNCERTAINTY AS PATIENTS TRANSITION BACK TO THEIR HOME AND COMMUNITY. IN ORDER TO PROVIDE A PEER SUPPORT COMMUNITY FOR MILITARY PATIENTS, HOUSING IS PROVIDED AT BISCAYNE PLACE, AN APARTMENT COMPLEX WITHIN TWO MILES OF SHEPHERD CENTER. MOST EVERY FAMILY MEMBER THAT STAYS IN THE WOODRUFF FAMILY RESIDENCE CENTER HAS SHARED THAT, BY HAVING HOUSING AVAILABLE TO THEM, SHEPHERD CENTER HAS ALLEVIATED THE STRESS AND WORRY OF TRYING TO FIND AND PAY FOR A PLACE TO STAY. PLUS, THEY ARE SO CLOSE TO THEIR LOVED ONES AT THE HOSPITAL, IT GIVES THEM A SENSE OF SECURITY AND CONVENIENCE THEY WOULDN'T HAVE HAD OTHERWISE. -INJURY PREVENTIONSHEPHERD CENTER BEGAN ITS INJURY PREVENTION EFFORTS IN 1995, FORMALIZING THE PROGRAM IN 2012. IN THIS TIME, SHEPHERD CENTER HAS BECOME A LEADER IN PREVENTION THROUGHOUT GEORGIA, CREATING EVIDENCE-BASED PROGRAMS TO LESSEN THE INCIDENCE OF CATASTROPHIC BRAIN AND SPINAL CORD INJURY.1. SHEPHERD CENTER'S BRAIN AND SPINAL CORD INJURY CURRICULUM - SAFETY EDUCATION RELATED TO PARTICULAR ACTIVITIES INCLUDING: CONTACT SPORTS, WATER SPORTS AND DIVING INJURIES; BICYCLE, MOTORCYCLES, AND ALL-TERRAIN VEHICLE SAFETY; SAFE DRIVING; AND GUN SAFETY. THE CURRICULUM IS CURRENTLY BEING DELIVERED TO 7TH GRADE STUDENTS IN 10 COBB COUNTY MIDDLE SCHOOLS. DURING THE THREE-WEEK COURSE, STUDENTS EXPLORE CASE STUDIES AND HEAR FROM ACTUAL PATIENTS REGARDING THE HEALTH CONSEQUENCES AND DAILY CHALLENGES RESULTING FROM TRAUMATIC SPINAL CORD AND BRAIN INJURY. AS THE CURRICULUM CONTINUES TO PROVE SUCCESSFUL, SHEPHERD CENTER WILL MAINTAIN THIS PARTNERSHIP AND WORK TO ESTABLISH MORE PARTNERSHIPS LOCALLY AND REGIONALLY.2. DIVING INJURY AWARENESS - USING DATA FROM A TEN-YEAR RETROSPECTIVE STUDY ON LOCAL AND NATIONWIDE DIVING INJURIES, SHEPHERD CENTER'S INJURY PREVENTION PROGRAM HAS CREATED SEVERAL DIVING INTERVENTIONS TARGETED TO THE MOST AT-RISK POPULATIONS INCLUDING "FEET FIRST, EVERYTIME" SOCIAL MEDIA PSAS THAT ARE PROMOTED DURING PEAK SWIMMING/WATER SPORTS SEASON AND TV INTERVIEWS AND RADIO SEGMENTS TARGETED TO AT-RISK DEMOGRAPHICS. CURRENTLY, SHEPHERD IS DESIGNING AND IMPLEMENTING A SEARCH ENGINE FLAG THAT WILL DISPLAY A SIMILAR "FEET FIRST EVERYTIME" MESSAGE POP-UP TO GOOGLE, YAHOO, AND BING USERS WHEN SEARCHING FOR METRO ATLANTA LAKES, SWIMMING POOLS, AND OTHER POPULAR SWIMMING LOCATIONS. 3. FALL PREVENTION FOR SENIORS - A PARTNERSHIP WITH A MATTER OF BALANCE (AMOB AN EVIDENCE-BASED PROGRAM FOR AGES 65 AND OVER THAT COMBINES EDUCATION AND EXERCISES TO TARGET THE FEARS OF FALLING. AMOB IS CONDUCTED IN CLASS SESSIONS OF TWO HOURS OVER AN 8-WEEK PERIOD. SHEPHERD CENTER IS LEADING THE EFFORTS WITH THE GEORGIA COMMISSION ON TRAUMA EXCELLENCE (GCTE) SUB-COMMITTEE ON INJURY PREVENTION AND THE GEORGIA AREA AGENCIES ON AGING (AAA) TO DISSEMINATE THE PROGRAM STATE-WIDE. 4. DISTRACTED DRIVING - END DISTRACTED DRIVING (ENDDD.ORG) IS AN EVIDENCE-BASED PROGRAM, SCIENTIFICALLY DESIGNED BY AN EXPERT TEAM OF TEEN MESSAGING SPECIALISTS AND PSYCHOLOGISTS TO INFLUENCE TEENS' ATTITUDES AND PERCEPTIONS AROUND THE DANGERS OF DISTRACTED DRIVING. THE INTERACTIVE PROGRAM HAS BEEN DESIGNED TO CAPTURE TEENAGERS' ATTENTION AND CAN BE COMPLETED IN LESS THAN AN HOUR AND CAN BE TAILORED TO FIT THE NEEDS OF ANY AUDIENCE. 5. ADVOCACY AND POLICY - IN ADDITION TO EDUCATION, SHEPHERD CENTER'S INJURY PREVENTION PROGRAM PARTNERS WITH THE AMERICAN TRAUMA SOCIETY TO PROVIDE CURRICULUM TRAINING TO NEW INJURY PREVENTION COORDINATORS NATIONWIDE. AS WELL, SHEPHERD'S INJURY PREVENTION STAFF MAINTAINS LEADERSHIP ROLES IN THE GOVERNOR'S OFFICE OF HIGHWAY SAFETY TASK TEAMS, THE GEORGIA COMMITTEE ON TRAUMA EXCELLENCE INJURY PREVENTION SUBCOMMITTEE, AND THE GEORGIA FALLS PREVENTION COALITION IN ORDER TO ADVOCATE FOR PUBLIC POLICY THAT WILL IMPROVE STATE-WIDE INJURY PREVENTION EFFORTS.
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.FINAL SETTLEMENTS HAVE NOT BEEN REACHED FOR BAD DEBT EXPENSE WITH MEDICARE FOR FISCAL YEAR 2016. UPON ULTIMATE SETTLEMENT, 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 A PATIENT IS APPROVED FOR ASSISTANCE BASED ON THE FINANCIAL DATA SUPPLIED, ANY PATIENT BALANCES WILL BE APPLIED TO A CHARITY ALLOWANCE BASED ON THE HOSPITAL'S FINANCIAL ASSISTANCE TO PATIENTS POLICY.
PART VI, LINE 2: SHEPHERD CENTER ADMITS ROUGHLY 1,000 INPATIENTS YEARLY WITH MORE THAN 90 PERCENT OF ADMISSIONS COMING FROM SEVEN SOUTHEASTERN STATES. BASED ON THE RESIDENCE OF BRAIN AND SPINAL CORD INJURY PATIENTS TREATED AT SHEPHERD CENTER, THE HOSPITAL DEFINES ITS LOCAL COMMUNITY AS THE EIGHT COUNTIES AROUND METRO ATLANTA INCLUDING: CHEROKEE, CLAYTON, COBB, DEKALB, DOUGLAS, FULTON, GWINNETT AND HENRY COUNTIES. SHEPHERD CENTER'S REGINAL COMMUNITY INCLUDES 25 COUNTIES IN THE GREATER ATLANTA REGION. THUS, SHEPHERD CENTER WILL FOCUS ITS EFFORTS ON IDENTIFYING AND PRIORITIZING THE COMMUNITY HEALTH NEEDS OF INDIVIDUALS WITH BRAIN AND SPINAL CORD INJURY WHO LIVE WITHIN THE EIGHT COUNTIES SURROUNDING METRO ATLANTA.SHEPHERD CENTER'S COMMUNITY NEEDS ASSESSMENT AND IMPLEMENTATION PLAN WAS DEVELOPED BY SHEPHERD LEADERSHIP AND STAFF WITH THE ASSISTANCE OF A CONSULTING GROUP AND INPUT FROM A BROAD GROUP OF PEOPLE REPRESENTING THE BRAIN AND SPINAL CORD INJURY COMMUNITIES INCLUDING INDIVIDUALS WHO HAVE SUSTAINED SPINAL CORD AND BRAIN INJURIES, CARE-GIVERS, CLINICIANS, SERVICE PROVIDERS, ADVOCATES, STATE AND FEDERAL AGENCY REPRESENTATIVES, AND GEORGIA AND NATIONAL ASSOCIATIONS MEMBERS. THESE PEOPLE PROVIDED FIRST-HAND EXPERIENCE, EXPERT MEDICAL DIRECTION AND PUBLIC POLICY INFORMATION AND EFFECTIVE ADVOCACY REPRESENTATION AND INPUT. WITH THIS INPUT, SHEPHERD CENTER IDENTIFIED AND PRIORITIZED COMMUNITY HEALTH NEEDS TO HELP INDIVIDUALS WITH DISABILITY REBUILD THEIR LIVES WITH HOPE, INDEPENDENCE AND DIGNITY AS THEY RETURN TO THEIR COMMUNITY FOLLOWING A CATASTROPHIC INJURY AND ILLNESS.SHEPHERD CENTER'S APPROACH TO ACHIEVING COMMUNITY HEALTH IMPROVEMENT PRIORITIES FOR PEOPLE LIVING WITH BRAIN AND SPINAL CORD INJURIES FOLLOWED A FOUR-STEP PROCESS DESIGNED TO BE UPDATED EVERY 2-3 YEARS TO ASSESS PROGRESS IN ADDRESSING THE HEALTH NEEDS OF THESE COMMUNITIES. THE FOUR STEPS INCLUDE 1) ASSESSING AND DEFINING THE HEALTH NEEDS OF THE COMMUNITY, 2) ESTABLISHING OBJECTIVES FOR ADDRESSING NEEDS, 3) USING ONGOING PROGRAMS AND SERVICES TO MEET NEEDS AND, 4) MEASURING PROGRESS IN ADDRESSING NEEDS.
PART VI, LINE 3: IT IS SHEPHERD CENTER'S POLICY TO EXTEND ITS SERVICES TO AS MANY PATIENTS AS IT CAN WITHIN THE FINANCIAL RESOURCES THAT ARE AVAILABLE. THOSE WHO DO NOT HAVE FINANCIAL RESOURCES TO PAY FOR THEIR CARE WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE. IT IS CRITICAL TO SAFEGUARD FUNDS AVAILABLE FOR THIS PURPOSE BY ASSURING THAT THIS ASSISTANCE PROGRAM IS THE "PAYER OF LAST RESORT AND IS ONLY PROVIDED TO THOSE WHO HAVE PROVEN AN INABILITY TO PAY.WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE,APPROPRIATE FINANCIAL SCREENING IS PROVIDED. THE FIRST STEP OF THIS 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. IF THERE ARE NO THIRD PARTY PAYER RESOURCES AVAILABLE, OR THERE IS EXPECTED TO BE PATIENT LIABILITY BALANCES DUE AFTER INSURANCE, THE FINANCIAL COUNSELOR WILL COMPLETE A "PRE-SCREENING" USING THE FINANCIAL ASSISTANCE SCREENING FORM. IF FINANCIAL RESOURCES DO NOT APPEAR TO BE AVAILABLE AND THE PATIENT LIABILITY IS EXPECTED TO EXCEED $5,000, THE PATIENT OR GUARANTOR WILL BE ASKED TO COMPLETE A "PATIENT FINANCIAL EVALUATION" FORM TO OBTAIN ADDITIONAL INFORMATION THAT WILL FURTHER ASSIST IN THE ASSESSMENT OF THEIR ELIGIBILITY FOR CHARITY ASSISTANCE. 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 INCLUDES:- PAY STUBS REPRESENTING CURRENT INCOME OF HOUSEHOLD.- ANYTHING THAT PROVIDES PROOF OF INCOME, I.E., W2S, PRIOR YEAR INCOME TAX FORMS, LETTERS FROM EMPLOYERS ETC.- IF NO INCOME, LETTER FROM PERSON PROVIDING ROOM & BOARD TO PATIENT IS REQUIRED.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: A. CURRENT INCOME MUST NOT EXCEED 250% OF THE FEDERAL POVERTY GUIDELINES FOR THE CURRENT YEAR. B. 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.IF THE PATIENT STILL DOES NOT MEET CRITERIA, THE FINANCIAL COUNSELOR WILL ESTABLISH DEPOSIT REQUIREMENTS BASED ON THE EXPECTED LENGTH OF STAY AND WILL OFFER THE PATIENT PAYMENT OPTIONS INCLUDING, BUT NOT LIMITED TO:(SEE ALSO FINANCIAL ARRANGEMENTS POLICY FOR SELF PAY PATIENTS)- BANK LOAN- VISA/MASTERCARD/DISCOVER/AMERICAN EXPRESS- NINETY-(90) DAY PAYMENT PLAN, AS DETAILED IN THE CREDIT & COLLECTIONS POLICYIF 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. IN ADDITION, THE PROGRAM DIRECTOR WILL SIGN TO APPROVE THAT THE USE OF FUNDS MEETS CLINICAL APPROPRIATENESS FOR THEIR AREA.FOR INPATIENTS AND DAY PATIENTS, THE PATIENT WILL NEED TO MEET ASSET REQUIREMENTS. EXPECTATION WOULD BE THAT ASSETS OTHER THAN THOSE LISTED BELOW AND DISPOSABLE INCOME AFTER REASONABLE LIVING EXPENSES WOULD BE USED TO SATISFY A PORTION OR ALL OF THE FINANCIAL REQUIREMENTS OF THE PATIENT'S CARE. ASSETS THAT MAY BE EXCLUDED FROM CONSIDERATION ARE:- PATIENT'S HOME WITH NO MORE THAN 25% OR $25,000 EQUITY, WHICHEVER IS LESS. THE REQUIREMENTS TO USE HOME EQUITY CAN BE WAIVED IF THE PATIENT IS UNABLE TO MAKE PAYMENTS ON ADDITIONAL DEBT.- IF THE PATIENT HAS APPLIED FOR GEORGIA MEDICAID, THE FINANCIAL ASSISTANCE PROGRAM FORM SHOULD BE COMPLETED AND IF SUCH CHARGES ARE ULTIMATELY NOT COVERED OR UNCOLLECTIBLE THE PATIENT IS DEEMED ELIGIBLE FOR FINANCIAL ASSISTANCE.ALL FINANCIAL AND OTHER MITIGATING CIRCUMSTANCES ARE REVIEWED BY THE MANAGER OF PATIENT FINANCIAL SERVICES WHO THEN MAKES THE FINAL DECISION REGARDING ELIGIBILITY. IF ASSISTANCE IS NOT APPROVED THE FINANCIAL COUNSELOR WILL COORDINATE THE NOTIFICATION TO THE PATIENT. PAYMENT ARRANGEMENTS WILL BE COMPLETED AS LISTED ABOVE AND BASED ON THE FINANCIAL ARRANGEMENTS POLICY.IF APPROVED FOR FULL ASSISTANCE OR ASSISTANCE FOR PATIENT LIABILITY OVER INSURANCE AMOUNTS, THE FINANCIAL COUNSELOR WILL NOTIFY THE PATIENT. THE COVERED AMOUNT WILL BE WRITTEN-OFF PURSUANT TO ESTABLISHED POLICY AFTER DISCHARGE OR INSURANCE IS FINALIZED.
PART VI, LINE 4: SHEPHERD CENTER'S LOCAL AND REGIONAL COMMUNITY- IN 2014, 56% OF SHEPHERD CENTER'S TOTAL ADMISSIONS CAME FROM GEORGIA WITH 29% COMING FROM EIGHT ATLANTA AREA COUNTIES. THE 22 COUNTIES OF THE GREATER ATLANTA REGION ACCOUNTED FOR 39% OF TOTAL ADMISSIONS AND 70% OF ADMISSIONS COMING FROM GEORGIA. OVER THE SAME PERIOD, SHEPHERD CENTER HAD 45,264 OUTPATIENT VISITS INCLUDING A SUBSTANTIAL OUTPATIENT POPULATION OF MULTIPLE SCLEROSIS PATIENTS.BASED ON THE RESIDENCE OF BRAIN AND SPINAL CORD INJURY PATIENTS TREATED AT SHEPHERD CENTER, THE HOSPITAL DEFINES ITS LOCAL COMMUNITY AS THE EIGHT COUNTIES AROUND METRO ATLANTA INCLUDING: CHEROKEE, CLAYTON, COBB, DEKALB, DOUGLAS, FULTON, GWINNETT AND HENRY COUNTIES. SHEPHERD'S REGIONAL COMMUNITY INCLUDES 22 COUNTIES IN THE GREATER ATLANTA REGION.IN 2014, SHEPHERD CENTER ADMITTED 1,016 PERSONS WITH 92% OF INPATIENT ADMISSIONS FAIRLY EVENLY SPLIT BETWEEN ACQUIRED BRAIN INJURIES AND SPINAL CORD INJURIES. THE MAJORITY OF MULTIPLE SCLEROSIS PATIENTS WERE TREATED ON AN OUTPATIENT BASIS. MALES CONTINUE TO COMPRISE THE MAJORITY OF INPATIENT ADMISSIONS AT 74% WITH FEMALES ACCOUNTING FOR 26% OF ADMISSIONS.SHEPHERD CENTER'S DAY PROGRAM ENABLES PATIENTS WHO NO LONGER NEED 24-HOUR NURSING CARE TO CONTINUE THEIR RECOVERY AND REHABILITATION WHILE LIVING IN NEARBY APARTMENTS PROVIDED BY THE CENTER. SERVICES ARE FOCUSED ON FUNCTIONAL RETURN OF SKILLS NECESSARY FOR COMMUNITY REINTEGRATION. HOUSING FOR PATIENTS IN THE DAY PROGRAM IS PROVIDED FOR THE DURATION OF THE REHABILITATION PROGRAM. TO QUALIFY FOR HOUSING, PATIENTS MUST LIVE MORE THAN 60 MILES FROM THE CENTER.
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, OTHER NEUROMUSCULAR DISEASES, AS WELL AS THE FAMILY OR LOVED ONES IMPACTED. PATIENTS AT SHEPHERD CENTER GET MORE THAN MEDICAL CARE, BUT RECEIVE THE FULL CONTINUUM OF CARE -- FROM EVALUATION AND MEDICAL TREATMENT TO REHABILITATION AND LIFELONG SUPPORT PROGRAMS -- THAT EXTENDS BACK TO THEIR COMMUNITIES. OUR PATIENT POPULATION HAS UNIQUE NEEDS THAT ARE TYPICALLY UNDERSERVED, WHICH MAKES SHEPHERD AN IMPORTANT LIFELINE AND RESOURCE FOR OUR PATIENTS THROUGHOUT THEIR LIFE. SHEPHERD CENTER'S COMMUNITY INCLUDES CURRENT PATIENTS AND THEIR FAMILY, AS WELL AS FORMER PATIENTS AND THEIR FAMILY. SHEPHERD CENTER TAKES A LEADERSHIP ROLE IN EDUCATING HEALTHCARE PROFESSIONALS (PHYSICIANS, NURSES AND THERAPISTS) WHO SPECIALIZE IN SPINAL CORD AND BRAIN INJURY REHABILITATION. WE ALSO SERVE AS A STRONG COMMUNITY ADVOCATE, MONITORING LEGISLATION AND RELATED ISSUES THAT IMPACT THE DISABILITY COMMUNITY. SHEPHERD CENTER'S REACH EXTENDS BEYOND METRO ATLANTA TO ALL OF GEORGIA, THE UNITED STATES AND THE WORLD, AS THE LEADING SPECIALTY HOSPITAL FOR THIS PATIENT POPULATION. AS A RECOGNIZED ADVOCATE FOR PEOPLE LIVING WITH DISABILITIES, SHEPHERD CENTER HAS CHANGED THE LANDSCAPE IN ATLANTA AND BEYOND TO BE MORE RECEPTIVE OF PEOPLE WITH DISABILITIES LIVING IN OUR COMMUNITY. SHEPHERD CENTER HAS TREATED PATIENTS FROM ALL 50 STATES AND NEARLY 50 FOREIGN COUNTRIES.
PART VI, LINE 7, REPORTS FILED WITH STATES GA
Schedule H (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
Yes
 
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1BROCK BOWMAN MDBOARD MEMBER (i)

(ii)
501,843
-------------
0
7,500
-------------
0
0
-------------
0
6,312
-------------
0
18,875
-------------
0
534,530
-------------
0
0
-------------
0
2DAVID F APPLE JR MDBOARD MEMBER (i)

(ii)
135,584
-------------
0
5,500
-------------
0
0
-------------
0
10,751
-------------
0
13,180
-------------
0
165,015
-------------
0
0
-------------
0
3DONALD P LESLIE MDMEDICAL DIRECTOR (i)

(ii)
577,131
-------------
0
134,103
-------------
0
1,214
-------------
0
7,956
-------------
0
13,021
-------------
0
733,425
-------------
0
0
-------------
0
4GARY ULICNY PHDPRESIDENT/CEO (i)

(ii)
566,244
-------------
0
188,911
-------------
0
1,407
-------------
0
8,308
-------------
0
19,533
-------------
0
784,403
-------------
0
0
-------------
0
5JAMES H SHEPHERD JRCHAIRMAN (i)

(ii)
252,911
-------------
0
80,349
-------------
0
0
-------------
0
7,580
-------------
0
14,308
-------------
0
355,148
-------------
0
0
-------------
0
6MICHAEL L JONES PHDVP RESEARCH (i)

(ii)
370,915
-------------
0
9,000
-------------
0
0
-------------
0
8,619
-------------
0
18,875
-------------
0
407,409
-------------
0
0
-------------
0
7MITCH FILLHABERVP MARKETING (i)

(ii)
288,490
-------------
0
25,000
-------------
0
0
-------------
0
7,138
-------------
0
17,883
-------------
0
338,511
-------------
0
0
-------------
0
8SARAH MORRISONVP CLINICAL SERVICES (i)

(ii)
287,581
-------------
0
10,000
-------------
0
0
-------------
0
11,500
-------------
0
19,558
-------------
0
328,639
-------------
0
0
-------------
0
9SCOTT H SIKESVP FOUNDATION (i)

(ii)
278,120
-------------
0
7,000
-------------
0
0
-------------
0
7,646
-------------
0
14,308
-------------
0
307,074
-------------
0
0
-------------
0
10STEPHEN B HOLLEMANCFO (i)

(ii)
333,276
-------------
0
75,893
-------------
0
0
-------------
0
11,077
-------------
0
19,533
-------------
0
439,779
-------------
0
0
-------------
0
11TAMARA KINGCHIEF NURSE EXECUTIVE (i)

(ii)
224,525
-------------
0
10,500
-------------
0
0
-------------
0
11,538
-------------
0
13,694
-------------
0
260,257
-------------
0
0
-------------
0
12WILMA BUNCHVP FACILITIES (i)

(ii)
240,343
-------------
0
10,500
-------------
0
0
-------------
0
11,500
-------------
0
7,082
-------------
0
269,425
-------------
0
0
-------------
0
13BEN THROWER MDPHYSICIAN (i)

(ii)
587,561
-------------
0
6,000
-------------
0
0
-------------
0
8,308
-------------
0
19,503
-------------
0
621,372
-------------
0
0
-------------
0
14ERIK SHAW MDPHYSICIAN (i)

(ii)
584,561
-------------
0
8,000
-------------
0
0
-------------
0
4,240
-------------
0
19,174
-------------
0
615,975
-------------
0
0
-------------
0
15JOHN LINPHYSICIAN (i)

(ii)
479,546
-------------
0
9,250
-------------
0
0
-------------
0
5,814
-------------
0
7,105
-------------
0
501,715
-------------
0
0
-------------
0
16JOHN MUSSER MDPHYSICIAN (i)

(ii)
537,252
-------------
0
7,500
-------------
0
0
-------------
0
0
-------------
0
14,308
-------------
0
559,060
-------------
0
0
-------------
0
17SHERRILL LORING MDPHYSICIAN (i)

(ii)
506,478
-------------
0
6,000
-------------
0
0
-------------
0
6,421
-------------
0
44
-------------
0
518,943
-------------
0
0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 6 THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYEES FOR FY 2016, THAT WAS PAID IN FY 2017. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS, ALONG WITH NET EARNINGS. THE BOARD'S DETERMINATION OF THE AWARD WEIGHED MORE HEAVILY ON PATIENT OUTCOMES, CUSTOMER SERVICE(INTERNAL AND EXTERNAL)AND OTHER JUDGMENTAL FACTORS SINCE BUDGETARY GOALS WERE NOT MET.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number
51-0141601
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 359900ZT7 11-04-2009 56,000,000 PROVIDE FUNDS TO REFUND 4/20/05 ISSUE FOR HOSPITAL EXPANSION   X   X   X
B DEVELOPMENT AUTHORITY OF FULTON COUNTY
 
58-1506878 359597EB3 12-02-2010 13,900,000 PROVIDE FUNDS TO REFUND 9/29/97 ISSUE FOR HOSPITAL RENOVATIONS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 4,800,000 11,600,000    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 56,000,000 13,900,000    
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 56,000,000 13,900,000    
11 Other spent proceeds .............        
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 1998
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X   X          
15 Were the bonds issued as part of an advance refunding issue? .....   X   X        
16 Has the final allocation of proceeds been made? .......... X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X          
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X        
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X        
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X            
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 1.400 % 0 %    
6 Total of lines 4 and 5 ............. 1.400 % 0 %    
7 Does the bond issue meet the private security or payment test? ...   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
  X   X        
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X        
b Exception to rebate? ........   X   X        
c No rebate due? .........   X   X        
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X   X        
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X   X        
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2015

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2015
Schedule L (Form 990 or 990-EZ) 2015
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JULIE WHITE FAMILY MEMBER 80,057 EMPLOYEE   No
(2) REID ULICNY FAMILY MEMBER 6,416 EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (D) DESCRIPTION OF TRANSACTION: EMPLOYEE COMPENSATION
Schedule L (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 1 318 FAIR MARKET VALUE
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles .. X 1 24,608 FAIR MARKET VALUE
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 32 293,472 FAIR MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS GIFTS ) X 17 87,752 FAIR MARKET VALUE
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
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.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: JAMES H. SHEPHERD, JR.(CHAIRMAN OF THE BOARD), ALANA SHEPHERD(RECORDING SECRETARY), J. HAROLD SHEPHERD (BOARD MEMBER), W. CLYDE SHEPHERD, III (BOARD MEMBER) AND JAMES H. SHEPHERD, III (BOARD MEMBER).
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 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 BOARD OF DIRECTORS ARE PRESENTED WITH A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS AND THEY INDICATE THEIR COMPLIANCE BY SIGNING THE DOCUMENT, WHICH IS KEPT ON FILE IN ADMINISTRATION. THE STAFF ALSO CHECKS WITH THE DEVELOPMENT OFFICE FOR ANY ADDITIONAL INFORMATION REGARDING BOARD MEMBER AFFILIATIONS WITH OTHER ENTITIES WITH WHICH THE 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.
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 (FOR EXAMPLE, SULLIVAN COTTER), INDUSTRY COMPENSATION SURVEYS, AND REVIEWS OF SIMILAR ORGANIZATIONS' FORM 990 TO DETERMINE APPROPRIATENESS OF COMPENSATION. THE SHEPHERD CENTER UTILIZES HEALTHCARE SOURCE PAYDATA'S 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 CEO.
FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST AND ALSO 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: INFORMATION SYSTEMS, DEPRECIATION, COMMUNICATIONS, ENGINEERING, QUALITY AND OUTCOMES MANAGEMENT, SECURITY, SEATING CLINIC, TRANSPORATION, COMPLIANCE AND AUDIT, RISK MANAGEMENT, CODING AUDIT, AND RENOVATIONS.
FORM 990, PART XI, LINE 9: CHANGES IN TEMPORARILY RESTRICTED NET ASSETS -2,044,035. CHANGES IN INTERCOMPANY ACCOUNTS -2,436,695. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS 65,235. INCOME FROM PASS-THROUGH ENTITY -37,421.
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
SHEPHERD CENTER INC
 
Employer identification number

51-0141601
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)SHEPHERD CENTER FOUNDATION
2020 PEACHTREE ROAD NW

ATLANTA,GA30309
20-1238224
FUNDRAISING FOR SHEPHERD CENTER EXCLUSIVELY GA 501(C)(3) 509(A)(1) N/A
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SSC AFFILIATES INC

2020 PEACHTREE ROAD NW
ATLANTA,GA30309
58-1921355
RETAIL PHARMACY, MEDICAL SUPPLY, AND GIFT SHOP GA SHEPHERD CENTER INC
 
C 191,606 1,657,587 100.000 %   No












Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) SSC AFFILIATES INC

A 61,623 FMV
(2) SSC AFFILIATES INC

L 68,680 FMV
(3) SHEPHERD CENTER FOUNDATION INC

M 619,601 FMV
(4) SHEPHERD CENTER FOUNDATION INC

N 88,209 FMV
(5) SSC AFFILIATES INC

O 772,299 FMV
(6) SHEPHERD CENTER FOUNDATION INC

O 1,521,104 FMV
(7) SSC AFFILIATES INC

Q 496,612 FMV
(8) SHEPHERD CENTER FOUNDATION INC

S 11,712,154 FMV
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: