TY 2021 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) ALANA SHEPHERD...................................................................... CHAIRMAN	30.00 ................. 30.00	X	X	0	0
(2) BRIAN BARNETTE...................................................................... CHIEF INFORMATION OFFICER	50.00 ................. 1.00	X	X	341,330	25,588
(3) BRYANT G COATS...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(4) CHARLES L DAVIDSON III...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(5) CHETAN BHASIN...................................................................... CHIEF STRATEGY OFFICER	50.00 ................. 0.00	X	X	243,057	11,717
(6) CLARK H DEAN...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(7) CYNDAE ARRENDALE...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(8) DAVID F APPLE JR MD...................................................................... MED DIR EMERITUS	30.00 ................. 1.00	X		137,022	13,011
(9) DONALD P LESLIE MD...................................................................... MED DIR EMERITUS	20.00 ................. 1.00	X		155,957	27,974
(10) DOUGLAS LINDAUER...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(11) FRED V ALIAS...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(12) JAMES D THOMPSON...................................................................... VICE PRESIDENT	1.00 ................. 0.00	X	X	0	0
(13) JAMES E STEPHENSON...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(14) JAMES H SHEPHERD III...................................................................... CHIEF OPERATING OFFICER	50.00 ................. 0.00	X	X	425,643	29,824
(15) JARRAD TURNER...................................................................... BOARD MEMBER	1.00 ................. 0.00	X		0	0
(16) JOE NOWICKI...................................................................... VP FACILITY SERVICE	50.00 ................. 0.00	X		266,245	25,476
(17) JOHN R HAMILTON III...................................................................... CHIEF COMPLIANCE/SAFETY OF	50.00 ................. 0.00	X	X	234,820	2,758

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) JOHN ROOKER........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(19) JOHN S DRYMAN........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(20) JULI OWENS........................................................................ RECORDING SECRETARY	1.00 .......................0.00	X	X			0	0
(21) JUSTIN JONES........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(22) K BOYNTON SMITH........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(23) LARRY R ELLIS GENERAL RET........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(24) LORIE HUTCHESON........................................................................ VP HUMAN RESOURCES	50.00 .......................0.00	X				235,647	25,588
(25) MICHAEL R YOCHELSON MD........................................................................ CHIEF MEDICAL OFFICER	50.00 .......................0.00	X	X			784,876	29,509
(26) MOLLY Y LANIER........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(27) ROBERT CUNNINGHAM........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(28) SALLY D NUNNALLY........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(29) SARA S CHAPMAN........................................................................ CORPORATE SECRETARY	1.00 .......................1.00	X	X			0	0
(30) SARAH BATTS........................................................................ EXECUTIVE DIRECTOR FOUNDAT	1.00 .......................50.00	X				300,276	13,377
(31) SARAH MORRISON........................................................................ PRESIDENT/CEO	50.00 .......................1.00	X	X			1,181,053	29,955
(32) SHALER ALIAS........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(33) STEPHEN B HOLLEMAN........................................................................ CHIEF FINANCIAL OFFICER, TREASURER	50.00 .......................1.00	X	X			532,988	36,009
(34) SUSAN HAWKINS........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(35) TALBOT NUNNALLY........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(36) VINCENZO PISCOPO........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(37) W CLYDE SHEPHERD III........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(38) WILLIAM C FOWLER........................................................................ BOARD MEMBER	1.00 .......................0.00	X				0	0
(39) WILMA BUNCH........................................................................ VP PATIENT EXPERIENCE	50.00 .......................0.00	X				278,232	21,477
(40) BROCK BOWMAN MD........................................................................ ASSOCIATE MEDICAL DIRECTOR	50.00 .......................0.00			X		554,041	35,680
(41) DEBORAH BACKUS........................................................................ VP RESEARCH AND INNOVATION	50.00 .......................0.00			X		255,225	25,391
(42) MICHAEL JONES........................................................................ SR RESEARCH SCIENTIST	50.00 .......................0.00			X		232,768	35,195
(43) TAMARA KING........................................................................ CHIEF NURSE EXECUTIVE	50.00 .......................0.00			X		255,773	29,940
(44) KATHERINE CREEK........................................................................ VP OF HUMAN RESOURCES	40.00 .......................0.00			X		106,857	3,267
(45) BEN W THROWER........................................................................ PHYSICIAN	40.00 .......................0.00				X	677,325	33,146
(46) ERIK SHAW........................................................................ PHYSICIAN	40.00 .......................0.00				X	674,781	32,749
(47) SHERRILL LORING........................................................................ PHYSICIAN	40.00 .......................0.00				X	602,030	13,041
(48) PHILIP WEXLER........................................................................ PHYSICIAN	40.00 .......................0.00				X	588,929	23,055
(49) DAVID QUINTERO........................................................................ PHYSICIAN	40.00 .......................0.00				X	584,768	1,114

(A) Name and business address	(B) Description of services	(C) Compensation
PIEDMONT HEALTHCARE PO BOX 100062 ATLANTA,GA303480062	MEDICAL SERVICES	15,369,570
PIEDMONT COMMUNITY CONNECT PO BOX 117464 ATLANTA,GA303687464	INFORMATION TECHNOLOGY MAINTENANCE SERVI	2,377,736
CHOATE CONSTRUCTION 8200 ROBERTS DRIVE SUITE 600 ATLANTA,GA303504147	CONSTRUCTION SERVICES	1,634,946
ATLANTA BRAIN & SPINE (GARY R GROPPER M PO BOX 932866 ATLANTA,GA311932866	PHYSICIAN CONSULTING SERVICES	620,500
JACKSON SPALDING INC 1100 PEACHTREE STREET 18TH FLOOR ATLANTA,GA30309	FOUNDATION CONSULTING SERVICES	580,347
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 41

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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

Gross receipts from related activities, etc. (see instructions) ..................

First 5 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

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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.)..

First 5 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

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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 Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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.

Cat. No. 50084S

Schedule C (Form 990) 2021

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

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) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	86,399
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	86,399
d	Other exempt purpose expenditures ...............................................................................	227,835,015
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	227,921,414
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? ...................................................................................................................		Yes No

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) 2018	(b) 2019	(c) 2020	(d) 2021	(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	140,260	66,016	65,958	86,399	358,633

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	65,754				65,754

Schedule C (Form 990) 2021

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)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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 EMPLOYED JOHN SMITH AS DIRECTOR OF GOVERNMENT RELATIONS AND ADVOCACY. DURING FISCAL YEAR OF 2022, HE WAS INVOLVED IN THE FOLLOWING ACTIVITIES: 1. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE THE GEORGIA GENERAL ASSEMBLY AND OTHER STATE AGENCIES. 2. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE CONGRESSIONAL OFFICES. STRATEGIC HEALTHCARE HAVE ALSO PROVIDED HEALTH POLICY AND ADVOCACY SERVICES TO SHEPHERD CENTER.

Return Reference

Explanation

PART II-A SUPPLEMENTAL INFORMATION:

SHEPHERD CENTER EMPLOYED JOHN SMITH AS DIRECTOR OF GOVERNMENT RELATIONS AND ADVOCACY. DURING FISCAL YEAR OF 2022, HE WAS INVOLVED IN THE FOLLOWING ACTIVITIES: 1. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE THE GEORGIA GENERAL ASSEMBLY AND OTHER STATE AGENCIES. 2. REPRESENTED SHEPHERD CENTER ON HEALTHCARE AND RELATED ISSUES BEFORE CONGRESSIONAL OFFICES. STRATEGIC HEALTHCARE HAVE ALSO PROVIDED HEALTH POLICY AND ADVOCACY SERVICES TO SHEPHERD CENTER.

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	44,573,483	44,534,489	44,441,878	44,200,893	44,047,086
b	Contributions ...	989,603	38,994	92,611	240,985	153,808
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 ......	45,563,086	44,573,483	44,534,489	44,441,878	44,200,894

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100.000 %

Term endowment SchDMd Bullet

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	43,650,579		43,650,579
b	Buildings ....	121,193,754	64,037,603	57,156,151
c	Leasehold improvements
d	Equipment ....	157,282,285	130,919,457	26,362,828
e	Other .....	3,818,524	1,264,159	2,554,365
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				129,723,923

Schedule D (Form 990) 2021

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.)

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.)

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.)...........

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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	5,769,952
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) 2021

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 ARE VALUE ADDED SERVICES THAT ARE NOT REIMBURSED BY THIRD PARTY PAYORS AND ENSURE THAT SHEPHERD CENTER PROVIDES A FULL AND EXPANDED CONTINUUM OF CARE THAT HELPS FULFILL OUR MISSION OF HELPING PATIENTS REBUILD THEIR LIVES TO THE FULLEST EXTENT POSSIBLE.

PART X, LINE 2:

SHEPHERD AND FOUNDATION HAVE BOTH BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. SHEPHERD AND FOUNDATION HAD NO SIGNIFICANT UNRELATED BUSINESS TAXABLE INCOME DURING 2022 AND 2021; ACCORDINGLY, NO PROVISION OR BENEFIT FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE PROVISIONS OF ACCOUNTING STANDARDS FOR INCOME TAXES REQUIRE THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A 'MORE-LIKELY-THAN-NOT' THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CENTER DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE CENTER IS NO LONGER SUBJECT TO FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR CALENDAR YEARS BEFORE 2018.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2021

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

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 25000.0000000000 %

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: . . . . . . . .

200% 250% 300% 350% 400% Other %

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.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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	2,510	8,358,356	917,004	7,441,352	2.600 %
b	Medicaid (from Worksheet 3, column a) . . . . .	1	1,142	4,230,740		4,230,740	1.480 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	2	3,652	12,589,096	917,004	11,672,092	4.080 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	70	12,093	11,642,237	7,714,895	3,927,342	1.370 %
f	Health professions education (from Worksheet 5) . . .	3	587	487,405		487,405	0.170 %
g	Subsidized health services (from Worksheet 6) . . . .	13	6,848	1,584,448	1,473,349	111,099	0.040 %
h	Research (from Worksheet 7) .	44	350	5,647,656	5,076,288	571,368	0.200 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	1	0
j	Total. Other Benefits . .	131	19,878	19,361,746	14,264,532	5,097,214	1.780 %
k	Total. Add lines 7d and 7j .	133	23,530	31,950,842	15,181,536	16,769,306	5.860 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2021

Schedule H (Form 990) 2021

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	437	634,359	611,577	22,782	0.010 %
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	10,650	80,638	49,703	30,935	0.010 %
8	Workforce development
9	Other	5	926	145,721	80,028	65,693	0.020 %
10	Total	7	12,013	860,718	741,308	119,410	0.040 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

1,089,699

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

26,015,130

Enter Medicare allowable costs of care relating to payments on line 5.....

37,653,661

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-11,638,531

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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) 2021

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?1Name, 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)
1	SHEPHERD CENTER INC 2020 PEACHTREE ROAD NW ATLANTA,GA30309 WWW.SHEPHERD.ORG 060-500	X	X

Schedule H (Form 990) 2021

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):

Yes

Community Health Needs Assessment

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?........................

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...............

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......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 21

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 .................

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..................................

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. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SHEPHERD.ORG

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

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. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.SHEPHERD.ORG

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

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

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

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) 2021

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000%
and FPG family income limit for eligibility for discounted care of %

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

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):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SHEPHERD.ORG

The FAP application form was widely available on a website (list url):

SHEPHERD.ORG

A plain language summary of the FAP was widely available on a website (list url):
SHEPHERD.ORG

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2021

Page 6

Part VFacility Information (continued)

Billing and Collections

	SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

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 nonpayment?..................................

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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?..................

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2021

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	SHEPHERD CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2021

Page 8

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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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: TO CONDUCT AND PRODUCE A HIGH-QUALITY 2021 CHNA, A SMALL GROUP OF ENGAGED PARTNERS AND AN EXTERNAL CONSULTANT (DI VITO CONSULTING) GUIDED THE PROCESS AS OUTLINED IN THE 2010 AFFORDABLE CARE ACT. THE CHNA STEERING COMMITTEE CONSISTED OF 14 MEMBERS OF THE CLINICAL AND OPERATIONS TEAMS AT SHEPHERD CENTER.THE STEERING COMMITTEE OVERSAW A PROCESS THAT INCLUDED: - DEMOGRAPHIC ASSESSMENT IDENTIFYING THE NATIONAL, REGIONAL AND LOCAL COMMUNITY SERVED - FOUR FOCUS GROUPS AND KEY COMMUNITY MEMBER INFORMANT INTERVIEWS - COMMUNITY HEALTH NEEDS ASSESSMENT SURVEY OF PERCEIVED HEALTHCARE ISSUES AMONG SHEPHERD PATIENTS - QUANTITATIVE ANALYSIS OF ACTUAL HEALTH CARE ISSUES AND NATIONAL BENCHMARKING DATA AND REPORTS - APPRAISAL OF CURRENT EFFORTS TO ADDRESS THE HEALTHCARE ISSUES - DEVELOPMENT OF PROPOSED STRATEGIZES TO DEPLOY OVER THE NEXT THREE YEARS TO ADDRESS ISSUES COLLECTIVELY, ULTIMATELY WORKING TOWARDS GROWING A HEALTHIER COMMUNITY MEMBERS OF THE STEERING COMMITTEE: DEBORAH BACKUS, VICE PRESIDENT OF RESEARCH AND INNOVATION; BRIAN BARNETTE, CHIEF INFORMATION OFFICER; JACQUELINE BARON-LEE, DIRECTOR OF QUALITY AND OUTCOMES MANAGEMENT; MARSHA HANSON, DIRECTOR OF OUTPATIENT SERVICES; MARIELLEN JACOBS, FAMILY MEMBER/BRAIN INJURY, PEER SUPPORT LIAISON; DIANE JOHNSTON, DIRECTOR OF PROFESSIONAL EDUCATION ; JACQUELINE JONES, DIRECTOR OF ADMISSIONS AND CASE MANAGEMENT; SHARI MCDOWELL, DIRECTOR, SPINAL CORD INJURY REHABILITATION PROGRAM; KATIE METZGER, DIRECTOR, BRAIN INJURY REHABILITATION PROGRAM, LAURIE BAKER, DIRECTOR, DEPARTMENT OF PSYCHOLOGY ; ELLEN PERRY, DIRECTOR OF STRATEGY, SHEPHERD CENTER FOUNDATION ; VINCENZO PISCOPO, PRESIDENT & CEO, UNITED SPINAL ASSOCIATION, AND BOARD OF DIRECTORS, SHEPHERD CENTER; JANE SANDERS, DIRECTOR OF PUBLIC RELATIONS AND DIGITAL MARKETING; MICHAEL YOCHELSON, M.D., CHIEF MEDICAL OFFICERFOUR SEPARATE FOCUS GROUPS, INCLUDING 20 SHEPHERD CENTER STAFF MEMBERS, PATIENTS, FAMILY MEMBERS AND CAREGIVERS, WERE CONDUCTED WITH THE SHEPHERD CONSUMER ADVISORY GROUP, PATIENT FAMILY SUPPORT GROUP, SHEPHERD CASE MANAGERS AND A MULTIPLE SCLEROSIS GROUP. ADDITIONALLY, 22 KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY PARTNER SUBJECT MATTER EXPERTS. THESE INTERVIEWS PROVIDED QUALITATIVE INFORMATION FOR PRIMARY DATA ANALYSIS. KEY INFORMANT INTERVIEW PARTICIPANTS:DEBORAH BACKUS, VICE PRESIDENT OF RESEARCH AND INNOVATION, SHEPHERD CENTER; BRIAN BARNETTE, VICE PRESIDENT AND CHIEF INFORMATION OFFICER, SHEPHERD CENTER; JACQUELINE BARON-LEE, DIRECTOR OF QUALITY AND OUTCOMES MANAGEMENT, SHEPHERD CENTER; ANNA BERRY, PROGRAM MANAGER, ANDREW C. CARLOS MULTIPLE SCLEROSIS INSTITUTE, SHEPHERD CENTER; JACKIE BREITENSTEIN, PROGRAM MANAGER, SHARE MILITARY INITIATIVE, SHEPHERD CENTER; WILMA BUNCH, RD, VICE PRESIDENT OF PATIENT EXPERIENCE, SHEPHERD CENTER; SUSAN CONNORS, PRESIDENT AND CHIEF EXECUTIVE OFFICER, BRAIN INJURY ASSOCIATION OF AMERICA; GENERAL LARRY ELLIS, CEO, ESSE, AND BOARD OF DIRECTORS, SHEPHERD CENTER; MARSHA HANSON, DIRECTOR OF OUTPATIENT SERVICES, SHEPHERD CENTER; EMMA HARRINGTON, M.ED.DIRECTOR OF INJURY PREVENTION AND EDUCATION, SHEPHERD CENTER; MARIELLEN JACOBS, FAMILY MEMBER/BRAIN INJURY PEER SUPPORT LIAISON, SHEPHERD CENTER; JACQUELINE M. JONES, DIRECTOR OF ADMISSIONS AND CASE MANAGEMENT, SHEPHERD CENTER; SHARI MCDOWELL, DIRECTOR, SPINAL CORD INJURY REHABILITATION PROGRAM, SHEPHERD CENTER; KATIE METZGER, DIRECTOR OF BRAIN REHABILITATION PROGRAM, SHEPHERD CENTER; KATIE MOONEY SR. MANAGER OF COMMUNITY BENEFIT AND POPULATION HEALTH, GRADY HEALTH; SARAH MORRISON, PRESIDENT AND CEO, SHEPHERD CENTER; LAURIE BAKER, DIRECTOR, DEPARTMENT OF PSYCHOLOGY, SHEPHERD CENTER; KAREN NELSON, TEAM LEAD, GEORGIA'S AGING AND DISABILITY RESOURCE CONNECTION; VINCENZO PISCOPO, PRESIDENT AND CEO, UNITED SPINAL ASSOCIATION, BOARD OF DIRECTORS, SHEPHERD CENTER; JAMIE SHEPHERD, CHIEF OPERATING OFFICER, SHEPHERD CENTER; CHRIS WELLS, EXECUTIVE DIRECTOR, GEORGIA VOCATIONAL REHABILITATION AGENCY; MICHAEL YOCHELSON, M.D., CHIEF MEDICAL OFFICER, SHEPHERD CENTER
SHEPHERD CENTER, INC.	PART V, SECTION B, LINE 13H: FAMILY SIZE
SHEPHERD CENTER, INC.	PART V, SECTION B, LINE 16J: WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED.
PART V, SECTION B, LINE 11:	THE CHNA IDENTIFIED THE FOLLOWING COMMUNITY HEALTH NEEDS:1. FITNESS AND PHYSICAL ACTIVITIES2. EXPANDED ACCESS TO SHEPHERD CENTER-LEVEL SERVICES3. COMMUNITY-BASED ACCESS TO SPECIALIZED HEALTHCARE PROVIDERS4. FINANCIAL STABILITY AND INSURANCE COVERAGE5. EXPANDED ACCESS TO MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICES6. EXPANDED ACCESS TO WELLNESS AND NUTRITIONAL PROGRAMSSHEPHERD CENTER HAS STRATEGIES, AS DESCRIBED BELOW, TO ADDRESS THE COMMUNITY HEALTH NEEDS FOR INDIVIDUALS WITH SCI, ABI, STROKE AND MS.1. FITNESS AND PHYSICAL ACTIVITIES NEED FOR IMPROVED, COMMUNITY-BASED ACCESS TO FITNESS, IN GENERAL, AND PHYSICAL ACTIVITIES/PROGRAMS DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH SCI, ABI, STROKE AND MS.- THROUGH A PARTNERSHIP WITH BURNALONG (BURNALONG.COM), AN INDEPENDENT ONLINE WELLNESS PLATFORM, SHEPHERD-DEVELOPED AND BRANDED NUTRITION AND EXERCISE EDUCATIONAL VIDEOS WILL BE AVAILABLE ON THE PLATFORM. SHEPHERD PATIENTS, NON-PATIENTS AND THEIR COMMUNITY-BASED SUPPORTERS AND CAREGIVERS WILL HAVE ACCESS TO THESE MATERIALS SO THEY CAN BE USED AT ANY LOCAL GYM AND FITNESS CENTER, OR AT HOME. - STRIVE TO INCREASE REMOTE CLASSES THROUGH THE BURNALONG PARTNERSHIP. - CONTINUE SHEPHERD CENTER'S 12 SPORTS TEAMS RANGING FROM FENCING, RUGBY, BASKETBALL, TENNIS AND WATER SKIING TO SOCCER WHICH ALLOW OUR COMMUNITY TO STAY FIT AND ACTIVE. - CONTINUE PARTNERSHIP WITH BLAZE SPORTS, ENCOURAGING HEALTH AND WELLNESS/SPORTS TEAMS FOR YOUTHS AND VETERANS. - INCREASE ACCESS AND KNOWLEDGE OF APPS THAT PROMOTE INDIVIDUALS TO ACHIEVE AND MAINTAIN A HEALTHY LIFESTYLE BY DOING EXERCISES SHOWN AND DESCRIBED IN HOW-TO VIDEOS. - THROUGH TELEREHABILITATION, CONTINUE INCREASING THE NUMBER OF HEALTH-RELATED VIRTUAL CLASSES.- CONTINUE PARTNERSHIP WITH THE RSVP CLINIC OF GEORGIA, FOCUSING ON PROVIDING FREE OUTPATIENT REHABILITATION CARE THAT MAXIMIZES INDEPENDENCE, WELLNESS, AND COMMUNITY PARTICIPATION FOR UNINSURED PEOPLE WITH BRAIN, STROKE, AND SPINAL CORD INJURIES. - CONTINUE THE PRO BONO WHEELCHAIR MOBILITY CLASS OFFERED THROUGH SHEPHERD CENTER'S SPINAL CORD INJURY PROGRAM. - CONTINUE CLINICS FOR SPORTING ACTIVITIES THROUGH SHEPHERD CENTER'S RECREATIONAL THERAPY PROGRAM - CONTINUE TO OFFER GYM MEMBERSHIPS TO THE PUBLIC2. EXPANDED ACCESS TO SHEPHERD CENTER-LEVEL SERVICES NEED FOR EXPANDED COMMUNITY ACCESS TO SHEPHERD SERVICES AND EXPERTISE (INDIVIDUALS WITH SCI, ABI, STROKE AND MS, AND AMONG HEALTHCARE PROFESSIONALS). - EDUCATE HEALTHCARE PROFESSIONALS ("TRAIN THE TRAINER" PROGRAMS). - PROVIDE SHEPHERD DOCTORS VOLUNTEER HOURS WITHIN THE COMMUNITY THROUGH ORGANIZATIONS LIKE THE GEORGIA REHABILITATION SERVICE VOLUNTEER PARTNERSHIP (GA RSVP CLINIC). - SHARE RESEARCH MORE BROADLY, I.E., BE THE "EXPORTERS OF EXCELLENCE." THIS WILL BE ACHIEVED BY PUBLISHING RESEARCH RESULTS, SITTING ON VARIOUS COMMITTEES AND BOARDS AND/OR SHARING INFORMATION VIA SOCIAL MEDIA. THIS YOUTUBE VIDEO WITH DR. THROWER OF SHEPHERD CENTER IS AN EXAMPLE: BIT.LY/3NKMJPL - CONTINUE TO EXPAND TELEHEALTH AND TELEREHABILITATION REACH FOR SHEPHERD PATIENTS AS ALLOWED BY REGULATORY BODIES. AT THE TIME OF THIS WRITING, THE NATION IS OPERATING UNDER THE FEDERAL GOVERNMENT'S DECLARED COVID-19 PUBLIC HEALTH EMERGENCY, ALLOWING PHYSICIANS AND OTHER PROFESSIONALS TO PROVIDE TELEHEALTH, TELEREHABILITATION AND OTHER WEB-BASED SERVICES WITHOUT NEEDING TO BE LICENSED IN EVERY STATE. ONCE THE PUBLIC HEALTH EMERGENCY IS LIFTED, SHEPHERD MAY HAVE MORE DIFFICULTY REACHING PATIENTS IN OTHER STATES REQUIRING INDIVIDUAL LICENSURES INSTEAD OF BELONGING TO A COMPACT THAT ALLOWS RECIPROCITY (I.E., PSYPACT FOR PSYCHOLOGISTS). SHEPHERD STAFF WILL NEED TO BE KNOWLEDGEABLE OF WHICH STATES ALLOW RECIPROCITY AND THE LEVEL OF SERVICE THAT CAN BE OFFERED E.G., TELECOUNSELING MAY BE ALLOWED, BUT TELEREHABILITATION MAY NOT BE ALLOWED. - INCREASE OUTREACH TO HISPANIC INDIVIDUALS BY CREATING ADDITIONAL PUBLICATIONS, MARKETING COLLATERAL AND OTHER WRITTEN COMMUNICATIONS AVAILABLE IN SPANISH (SOME CURRENTLY AVAILABLE AT SHEPHERD.ORG/ESPANOL). 3. COMMUNITY-BASED ACCESS TO SPECIALIZED HEALTH CARE PROVIDERS NEED FOR IMPROVED AND EXPANDED ACCESS TO COMMUNITY-BASED HEALTH CARE PROVIDERS WHO ARE EDUCATED OR TRAINED TO WORK WITH AND SUPPORT INDIVIDUALS WITH SCI, ABI, STROKE AND MS. - CONTINUE TO GROW ENGAGEMENT AND PARTNERSHIP WITH CAN DO MS, AN EXPERIENTIAL LEARNING MS NON-PROFIT. LEVERAGING A SHEPHERD NEUROLOGIST WHO IS ALSO CAN DO MS BOARD MEMBER, SHEPHERD PROVIDES THIS NETWORK WITH VIRTUAL AND ON-SITE EDUCATION AND HEALTHCARE PROVIDER RESOURCES. THIS ENGAGEMENT WILL BE EXPANDED IN THE NEXT THREE YEARS. - EXPAND THE KNOWLEDGE OF COMMUNITY-BASED PROFESSIONALS ON THE UNIQUE NEEDS OF OUR PATIENTS THROUGH THE NEUROREHABILITATION LEARNING INSTITUTE. CONTINUE TO BECOME ACCREDITED BY APPROPRIATE ORGANIZATIONS, ENABLING SHEPHERD TO PROVIDE CONTINUING EDUCATION CREDITS TO COMMUNITY HEALTHCARE PROFESSIONALS AND CARE PROVIDERS ACROSS MULTIPLE DISCIPLINES. - INCREASE THE NUMBER OF FELLOWSHIPS FOR ABI, SCI, MS, PAIN AND PSYCHOLOGY THROUGH THE INSTITUTE OF HIGHER LEARNING. - USE TECHNOLOGY MORE EFFECTIVELY TO PROVIDE EDUCATIONAL SESSIONS. FULLY IMPLEMENT THE PROGRAM FUNDED BY ANDEE'S ARMY, WHICH IS FOCUSED ON DEVELOPING ADOLESCENT AND YOUNG ADULT PEER MENTORING AND MENTAL HEALTH ASSESSMENT AND INTERVENTION PROGRAMS. 4. FINANCIAL STABILITY AND INSURANCE COVERAGE NEED TO ENSURE THAT FINANCIAL CONCERNS AND CONSTRAINTS ARE NOT A BARRIER TO INDIVIDUALS WITH ABI, STROKE, SCI AND MS RECEIVING SPECIALIZED CARE AS INPATIENTS OR OUTPATIENTS, NOR DO THEY PREVENT A SUCCESSFUL RETURN TO HOME, WORK/SCHOOL AND LIFE IN THE COMMUNITY.- CONTINUE TO ADVOCATE FOR THE EXPANSION OF MEDICAID IN GEORGIA AND OTHER STATES, AND HELP OUT-OF-STATE PATIENTS WHO BECOME ELIGIBLE FOR GEORGIA MEDICAID DETERMINE IF THERE IS MEDICAID RECIPROCITY THEY CAN BENEFIT FROM UPON MOVING BACK TO THEIR HOME STATE. - CONTINUE TO WORK WITH INSURANCE CARRIERS TO EXPAND COVERED SERVICES. - CONTINUE TO WORK WITH GOVERNMENTAL AGENCIES AND NONPROFITS TO INCREASE FINANCIAL STABILITY. FOR EXAMPLE, GEORGIA HAS A BRAIN AND SPINAL CORD INJURY TRUST FUND THAT REDUCES THE FINANCIAL BURDEN OF GEORGIA PATIENTS. IDENTIFYING STATES THAT DO NOT HAVE A SIMILAR TRUST FUND AND ADVOCATING FOR THE CREATION OF ONE IS A WAY TO REDUCE BARRIERS TO SPECIALIZED CARE. - BUILD NEW AND EXPANDED PATIENT FAMILY HOUSING A KEY OBJECTIVE IN THE EXISTING SHEPHERD 2020-2025 STRATEGIC PLAN.- CONTINUE TO ASSIST PATIENTS IN APPLYING FOR SUPPLEMENTAL SECURITY INCOME (SSI) OR SOCIAL SECURITY DISABILITY INSURANCE (SSDI). - IN ADDITION TO CONTINUING SHEPHERD'S PATIENT EQUIPMENT FUND (FOR EQUIPMENT) AND PATIENT ASSISTANCE FUND (FOR SUPPLIES, MEDICATION, ETC.) NOT COVERED BY INSURANCE, EXPAND EFFORTS TO ENCOURAGE DONATIONS TO ATLANTA-BASED FODAC (FRIENDS OF DISABLED ADULTS AND CHILDREN), ENABLING THE ORGANIZATION TO PROVIDE MORE EQUIPMENT TO INDIVIDUALS. 5. EXPANDED ACCESS TO MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICES NEED FOR MORE COMMUNITY-BASED MENTAL HEALTH AND EMOTIONAL WELL-BEING SERVICE PROVIDERS EQUIPPED TO MEET THE UNIQUE NEEDS OF INDIVIDUALS WITH AN ABI, STROKE, SCI OR MS.- INCREASE NETWORK OF COUNSELORS WHO ARE KNOWLEDGEABLE OF SPECIALIZED MENTAL HEALTH AND EMOTIONAL WELL-BEING ISSUES. PROVIDE STUDENT TRAINING IN REHABILITATION PSYCHOLOGY, NEUROPSYCHOLOGY AND PSYCHOMETRY. CONTINUE MONTHLY INTERDISCIPLINARY CLINICS WHERE VOLUNTEER PROVIDERS, INCLUDING PSYCHOLOGISTS, LICENSED PROFESSIONAL COUNSELORS AND SOCIAL WORKERS, PROVIDE SERVICES.- INCREASE THE NUMBER OF PARTNERSHIPS WITH INDIVIDUAL COUNSELORS, NONPROFITS AND GOVERNMENTAL AGENCIES. SHEPHERD CENTER APPLIED FOR AND WAS AWARDED AN ANDEE'S ARMY GRANT TO DEVELOP ADOLESCENT AND YOUNG ADULT PEER MENTORING AND MENTAL HEALTH ASSESSMENT AND INTERVENTION. THIS THREE-YEAR GRANT STARTING IN LATE 2021 WILL INCLUDE WORKING WITH LOCAL UNIVERSITIES AND COUNSELING CENTERS TO PROVIDE TRAINING AND DEVELOPMENT OF AN APP TO PROVIDE OUTREACH WHEREVER AND WHENEVER NEEDED. - CONTINUE PROVIDING SHEPHERD TRAINING TO THESE PROFESSIONALS. STAFF MEMBERS VOLUNTEER TO TEACH CLASSES AND SERVE AS GUEST SPEAKERS AT LOCAL AND NATIONAL UNIVERSITIES FOR PSYCHOLOGY AND MEDICAL SCHOOL COURSES. EMPLOYEES ARE MEMBERS OF THE GEORGIA PSYCHOLOGICAL ASSOCIATION AND AMERICAN PSYCHOLOGICAL ASSOCIATION TO PROVIDE EDUCATION AND UPDATE RESOURCES FOR OUR PATIENTS. CONTINUE THE APPCN FELLOWSHIP, SHEPHERD'S NATIONALLY RECOGNIZED, TWO-YEAR CLINICAL NEUROPSYCHOLOGY TRAINING FELLOWSHIP.
PART V, SECTION B, LINE 11:	6. EXPANDED ACCESS TO WELLNESS AND NUTRITIONAL PROGRAMS NEED FOR EXPANDED AND ENHANCED SHEPHERD WELLNESS AND NUTRITIONAL PROGRAMS FOR PATIENTS, THEIR CARE PROVIDERS AND FAMILY MEMBERS.- INCREASE THE NUTRITIONAL EDUCATION PROVIDED TO PATIENTS, CARE PROVIDERS AND FAMILY MEMBERS THROUGH ALL COMMUNICATION VEHICLES AVAILABLE. DEVELOP EDUCATIONAL AND OUTREACH PROGRAMS VIA PARTNERSHIPS AND CONTRACTS WITH INSURANCE COMPANIES FOR THEIR CLIENTS. - THROUGH A PARTNERSHIP WITH BURNALONG (BURNALONG.COM), AN INDEPENDENT ONLINE WELLNESS PLATFORM, ADD SHEPHERD-DEVELOPED AND BRANDED NUTRITION AND EXERCISE EDUCATIONAL VIDEOS TO THE PLATFORM. FOR ADDITIONAL DETAILS AND INFORMATION REGARDING EACH NEED AND SHEPHERD IMPLEMENTATION PLANS AND PROGRESS, PLEASE VISIT WWW.SHEPHERD.ORG FOR OUR COMMUNITY HEALTH NEEDS ASSESSMENT POSTED UNDER ABOUT SHEPHERD CENTER/PUBLICATIONS.

Schedule H (Form 990) 2021

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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 MILITARY INITIATIVE 80 PEACHTREE PARK DRIVE NE 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 AZALEA CIRCLE DECATUR,GA30033	RESIDENTIAL UNITS SERVING BRAIN INJURY PATIENTS
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6
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8
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Schedule H (Form 990) 2021

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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 DISABILITYCOMMUNITY.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, AFFORDABLE, INTEGRATED HOUSING, REUSE EFFORTS AND INCLUSIVE EMERGENCY MANAGEMENT.- 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 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 RESIDENCECENTER 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; MOTORCYCLES, MOTORIZED SCOOTERS, 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.FOR FINAL SETTLEMENTS THAT HAVE NOT BEEN REACHED FOR BAD DEBT EXPENSE WITH MEDICARE FOR ANY FISCAL YEARS, MANAGEMENT EXPECTS THAT THE AMOUNTS PAYABLE OR RECEIVABLE FOR THE UNSETTLED YEARS WILL APPROXIMATE THE AMOUNTS INCLUDED IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. ANY ADJUSTMENTS TO AMOUNTS PREVIOUSLY RECORDED, BASED ON FINAL SETTLEMENTS, ARE RECORDED IN THE PERIOD OF FINAL SETTLEMENT.
PART III, LINE 8:	SHEPHERD IS NOT TREATING ANY AMOUNT OF LINE 7 AS A COMMUNITY BENEFIT. THE AMOUNT ON LINE 6 IS DETERMINED BY MULTIPLYING GROSS MEDICARE CHARGES X SHEPHERD'S COST TO CHARGE RATIOS FOR INPATIENT AND OUTPATIENT.
PART III, LINE 9B:	ACCORDING TO SHEPHERD CENTER'S DEBT COLLECTION POLICY, ALL PATIENTS ARE ASKED TO COMPLETE A FINANCIAL SCREENING AT THE TIME OF REGISTRATION. IF 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:	PRIMARY DATA USED TO INFORM THE CHNA CAME FROM THE FOUR FOCUS GROUPS CONSISTING OF 20 INDIVIDUALS. THE FOCUS GROUPS WERE CONDUCTED VIRTUALLY FOR ONE HOUR EACH AND FOCUSED ON QUESTIONS RELATED TO THE PARTICIPANTS' PERCEPTIONS OF THE COMMUNITY HEALTH NEEDS OF PATIENTS THAT SHEPHERD CENTER SERVES. FOCUS GROUP PARTICIPANTS INCLUDING SHEPHERD CENTER STAFF, PATIENTS, FAMILY MEMBERS AND CAREGIVERS. ADDITIONALLY, DATA AND INPUT WERE OBTAINED THROUGH 22 KEY INFORMANT INTERVIEWS, WHICH INCLUDED PARTICIPANTS WITHIN SHEPHERD CENTER AND EXTERNAL CONSTITUENCIES. THE INTERVIEWS WERE CONDUCTED VIRTUALLY FOR 45 MINUTES TO ONE HOUR EACH. THE LIST OF PARTICIPANTS AND THE INTERVIEW QUESTIONS ARE INCLUDED IN THE APPENDIX OF THE 2021 CHNA.FINALLY, IN PARTNERSHIP WITH THE VICE PRESIDENT OF RESEARCH AND INNOVATION AND THE TEAM, THE STEERING COMMITTEE DEVELOPED A 26-QUESTION PATIENT SURVEY, WHICH WAS EMAILED TO 3,018 INPATIENTS AND OUTPATIENTS COVERING THE PRIOR THREE YEARS (2018-2020). RESPONDENTS COULD COMPLETE THE SURVEY ONLINE OR COMPLETE IT BY PHONE BY CONTACTING SHEPHERD CENTER. RESPONDENTS COMPLETED 221 SURVEYS FOR A 27% RESPONSE RATE. THE SURVEY QUESTIONS, RESPONDENT INFORMATION AND QUANTITATIVE SURVEY RESULTS ARE INCLUDED IN THE APPENDIX OF THE 2021 CHNA. SECONDARY DATA INCLUDED THE INFORMATION GATHERED FROM STATE AND LOCAL DEPARTMENTS AND THE CHNAS OF OTHER NATIONAL SPECIALTY HOSPITALS. IN ADDITION, THE KEY INFORMANT INTERVIEWS RESULTED IN OTHER DATA POINTS, WHICH AIDED IN THE COMPLETION OF THE CHNA, INCLUDING: - NATIONAL SPINAL CORD INJURY STATISTICAL CENTER (NSCISC), SPINAL CORD INJURY MODEL SYSTEMS, 2020 ANNUAL REPORT COMPLETE PUBLIC VERSION - NATIONAL SPINAL CORD INJURY STATISTICAL CENTER (NSCISC), RECENT TRENDS IN SPINAL CORD INJURY, 2020 - SHEPHERD CENTER, PURSUING POSSIBLE, THE CAMPAIGN FOR SHEPHERD CENTER (2020) - SHEPHERD CENTER STRATEGIC PLAN 2020 2025 - SHEPHERD CENTER ADMITS, FY 2020 FY 2021 - SHEPHERD CENTER TRENDS IN INJURY SOURCE, FY 2018 2021 (DECEMBER 2020) - SHEPHERD CENTER COMMUNITY BENEFIT REPORT, APRIL 2019 MARCH 2020 - SHEPHERD CENTER PATIENT DEMOGRAPHICS, 2016 2020 - SHEPHERD CENTER RESEARCH AND INNOVATION, 2020 - SHEPHERD CENTER CY 2016, CY 2017, CY 2018 AND CY 2020 QUALITY AND SAFETY PERFORMANCE REPORTS - GRADY HEALTH SYSTEM COMMUNITY BENEFIT REPORT, 2016-2019 - U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES HEALTHY PEOPLE 2030 INITIATIVE, HTTPS://HEALTH.GOV/HEALTHYPEOPLE - CENTERS FOR DISEASE CONTROL AND PREVENTION DISABILITY AND HEALTH PROMOTION, WWW.CDC.GOV/NCBDDD/ DISABILITYANDHEALTH/IMPACTS IN ADDITION TO THE PRIMARY AND SECONDARY DATA NOTED ABOVE AND OBTAINED THROUGH INTERVIEWS, FOCUS GROUPS AND A PATIENT SURVEY, NATIONAL BENCHMARKING DATA AND STUDIES WERE USED TO IDENTIFY AND PRIORITIZE THE 2021 NEEDS.
PART VI, LINE 3:	IT IS SHEPHERD CENTER POLICY TO EXTEND SERVICES TO ALL PATIENTS DEEMED APPROPRIATE FOR OUR CLINICAL PROGRAMS. THOSE WITH LIMITED FINANCIAL RESOURCES WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE AND WILL BE AFFORDED THE OPPORTUNITY TO APPLY FOR ASSISTANCE. OUR APPLICATION PROCESS CONSISTENTLY COLLECTS SUFFICIENT INFORMATION TO DETERMINE PATIENT(S) ELIGIBILITY FOR ASSISTANCE WITH THEIR INDIVIDUAL FINANCIAL RESPONSIBILITY. WHEN PATIENTS ARE SCHEDULED OR AN ADMISSION REFERRAL IS MADE, APPROPRIATE FINANCIAL SCREENING IS PROVIDED. ALL PATIENTS WILL BE ASKED TO COMPLETE THE FINANCIAL SCREENING FORM REGARDLESS OF SERVICE LOCATION OR PATIENT TYPE. THE SCREENING FORMS WILL ALLOW PATIENTS WHO WOULD NOT OTHERWISE REQUEST ASSISTANCE TO BE PROVIDED EQUAL ACCESS TO FINANCIAL ASSISTANCE BASED ON THE INFORMATION THEY PROVIDE. THE SCREENING WILL INCLUDE DETERMINING WHETHER THIRD PARTY PAYER RESOURCES ARE AVAILABLE TO COVER THE COST OF CARE FOR THE INPATIENT OR DAY PATIENT CHARGES IN FULL. FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE WILL BE CONSIDERED IF FINANCIAL RESOURCES DO NOT APPEAR TO BE AVAILABLE. THE PATIENT OR GUARANTOR WILL BE ASKED TO COMPLETE A 'PATIENT FINANCIAL EVALUATION' FORM, (ALSO KNOWN AS FAP, 'FINANCIAL ASSISTANCE PROGRAM' FORM), TO OBTAIN ADDITIONAL INFORMATION THAT WILL FURTHER ASSIST US TO ASSESS THEIR ELIGIBILITY FOR CHARITY ASSISTANCE. (NOTE: IF PATIENT IS AT LEAST L8 YEARS OLD THEY WILL BE QUALIFIED TO APPLY FOR ASSISTANCE BASED ON THEIR OWN INCOME AND ASSETS RATHER THAN THEIR PARENTS.) THE PATIENT OR GUARANTOR WILL BE REQUIRED TO COMPLETE THE APPLICATION IN FULL AND PROVIDE SUPPORTING EVIDENCE TO SUBSTANTIATE INCOME. MINIMUM SUPPORTING EVIDENCE FOR INCOME 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, PAYMENT BY WIRE TRANSFER, MASTERCARD, VISA, DISCOVER, AMERICAN EXPRESS OR A PAYMENT PLAN AS APPROPRIATE.IF THE PRELIMINARY ASSESSMENT APPROVES THE PATIENT FOR FINANCIAL ASSISTANCE, THE FINANCIAL COUNSELOR WILL PRESENT THE PACKET TO THE MANAGER OF PATIENT FINANCIAL SERVICES FOR REVIEW AND QUALIFICATION APPROVAL.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:	EVEN THOUGH THE MAJORITY OF SHEPHERD CENTER PATIENTS COME FROM THROUGHOUT THE SOUTHEAST, THE HOSPITAL'S REPUTATION FOR EXCELLENCE, CONTINUUM OF CARE AND ABOVE-AVERAGE PATIENT OUTCOMES WITH THE MOST COMPLEX CASES IS EXEMPLIFIED BY HAVING SERVED OUTPATIENTS FROM 46 STATES AND INPATIENTS FROM 42 STATES OVER THE PAST FIVE YEARS. DURING THIS TIME, 88% OF OUTPATIENTS AND 50% OF INPATIENTS WERE FROM GEORGIA.THE CORE STATES FOR INPATIENT AND OUTPATIENT SERVICES ARE ALABAMA, FLORIDA, GEORGIA, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE AND VIRGINIA. THE DATA INDICATE THAT THE PERCENTAGE OF PATIENTS OUTSIDE OF CORE STATES REMAINS RELATIVELY THE SAME OVER THE FIVE-YEAR PERIOD. OVER THE LAST FIVE YEARS, 63.9% OF SHEPHERD GEORGIA OUTPATIENTS AND 48.4% OF GEORGIA INPATIENTS CAME FROM THESE COUNTIES: CLAYTON, CHEROKEE, COBB, DEKALB, DOUGLAS, FORSYTH, FULTON, GWINNETT AND HENRY.OVER THE PAST FIVE YEARS, THE PERCENTAGE OF INPATIENTS WITH THE PRIMARY IMPAIRMENT OF ABI HAS BEEN TRENDING UP; THOSE WITH THE PRIMARY IMPAIRMENT OF SCI TRENDING DOWN; AND THOSE WITH DUAL PRIMARY IMPAIRMENT HAS BEEN INCREASING. THIS TREND IS EXPECTED, GIVEN THE PREVALENCE OF SCI VS. ABI.FROM A GENDER PERSPECTIVE, A HIGHER PERCENTAGE OF INPATIENTS ARE MALE, AND A CONSISTENTLY HIGHER PERCENTAGE OF FEMALES RECEIVE OUTPATIENT SERVICES. THIS HAS REMAINED STABLE OVER THE PAST FIVE YEARS. REGARDING MILITARY AND VETERAN PATIENTS SERVED, THE SHARE OF MILITARY/VETERAN INPATIENTS (5.5%) ALMOST DOUBLED IN 2020 (41) COMPARED TO 2019 (24) AND IS THE HIGHEST PERCENTAGE IN THE LAST FIVE YEARS. THE PERCENTAGE OF MILITARY/VETERAN OUTPATIENTS HAS REMAINED RELATIVELY STABLE OVER THE PAST FIVE YEARS.OVER THE PAST FIVE YEARS, THE RACIAL AND ETHNIC MAKE UP HAS REMAINED RELATIVELY CONSISTENT FOR INPATIENTS AND VERY CONSISTENT FOR OUTPATIENTS, WITH THE EXCEPTION OF PATIENTS IDENTIFYING THEMSELVES AS HISPANIC. THE PERCENTAGE OF INPATIENTS IDENTIFYING AS BLACK/AFRICAN AMERICAN HAS FLUCTUATED WITHIN A 3.5% RANGE OVER THE PAST FIVE YEARS. IN 2020, MORE INPATIENTS IDENTIFIED AS BLACK/AFRICAN AMERICAN THAN IN 2016 AND 2018, BUT IT WAS 2.2 POINTS LOWER THAN IN 2019. CONCURRENTLY, THE PERCENTAGE OF WHITE/CAUCASIAN INPATIENTS WAS 4.7 POINTS HIGHER IN 2020 THAN 2019. THE PERCENTAGE OF INPATIENTS AND OUTPATIENTS IDENTIFYING AS HISPANIC HAS BEEN TRENDING DOWN, WITH NO PATIENTS WHO SELF-IDENTIFIED AS HISPANIC IN 2020, EVEN THOUGH THERE WERE HISPANIC PATIENTS IN 2020. THEREFORE, BY CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT, WE REALIZED THAT HISPANIC PATIENTS HAD NOT BEEN SELF-IDENTIFYING, SO WE'VE REFINED OUR PROCESSES TO IMPROVE SELF-IDENTIFICATION ACCURACY.
PART VI, LINE 5:	SHEPHERD CENTER PROMOTES HEALTH OF THE COMMUNITY THROUGH A PLANNED, ORGANIZED AND MEASURED APPROACH TO SERVICES AND ACTIVITIES THAT SPECIFICALLY ADDRESS THE HEALTHCARE NEEDS OF PEOPLE WITH SPINAL CORD AND BRAIN INJURY, MULTIPLE SCLEROSIS, CHRONIC PAIN AND OTHER NEUROMUSCULAR DISEASES, AS WELL AS THE FAMILY OR LOVED ONES AFFECTED. PATIENTS AT SHEPHERD CENTER GET MORE THAN MEDICAL CARE THEY RECEIVE THE FULL CONTINUUM OF CARE FROM EVALUATION AND MEDICAL TREATMENT TO REHABILITATION AND LIFELONG SUPPORT PROGRAMS THAT EXTEND BACK TO THEIR COMMUNITIES. OUR PATIENT POPULATION HAS UNIQUE NEEDS THAT ARE TYPICALLY UNDERSERVED, MAKING SHEPHERD AN IMPORTANT LIFELINE AND RESOURCE FOR OUR PATIENTS THROUGHOUT THEIR LIFE. SHEPHERD CENTER'S COMMUNITY INCLUDES CURRENT AND FORMER PATIENTS, AS WELL AS THEIR FAMILIES AND LOVED ONES.
PART VI, LINE 6:	SHEPHERD IS NOT PART OF AN AFFILIATED HEALTH CARE SYSTEM.

Schedule H (Form 990) 2021

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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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

SHEPHERD CENTER INC

Employer identification number

51-0141601

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Yes

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1SARAH MORRISON PRESIDENT/CEO	(i) (ii)	791,253 ------------- 0	389,800 ------------- 0	0 ------------- 0	13,000 ------------- 0	16,955 ------------- 0	1,211,008 ------------- 0	0 ------------- 0
2MICHAEL R YOCHELSON MD CHIEF MEDICAL OFFICER	(i) (ii)	555,576 ------------- 0	229,300 ------------- 0	0 ------------- 0	6,500 ------------- 0	23,009 ------------- 0	814,385 ------------- 0	0 ------------- 0
3BEN W THROWER PHYSICIAN	(i) (ii)	665,825 ------------- 0	11,500 ------------- 0	0 ------------- 0	12,500 ------------- 0	20,646 ------------- 0	710,471 ------------- 0	0 ------------- 0
4ERIK SHAW PHYSICIAN	(i) (ii)	663,781 ------------- 0	11,000 ------------- 0	0 ------------- 0	9,750 ------------- 0	22,999 ------------- 0	707,530 ------------- 0	0 ------------- 0
5SHERRILL LORING PHYSICIAN	(i) (ii)	592,030 ------------- 0	10,000 ------------- 0	0 ------------- 0	13,000 ------------- 0	41 ------------- 0	615,071 ------------- 0	0 ------------- 0
6PHILIP WEXLER PHYSICIAN	(i) (ii)	555,609 ------------- 0	33,320 ------------- 0	0 ------------- 0	375 ------------- 0	22,680 ------------- 0	611,984 ------------- 0	0 ------------- 0
7BROCK BOWMAN MD ASSOCIATE MEDICAL DIRECTOR	(i) (ii)	544,041 ------------- 0	10,000 ------------- 0	0 ------------- 0	13,000 ------------- 0	22,680 ------------- 0	589,721 ------------- 0	0 ------------- 0
8DAVID QUINTERO PHYSICIAN	(i) (ii)	556,668 ------------- 0	28,100 ------------- 0	0 ------------- 0	188 ------------- 0	926 ------------- 0	585,882 ------------- 0	0 ------------- 0
9STEPHEN B HOLLEMAN CHIEF FINANCIAL OFFICER, TREASURER	(i) (ii)	395,288 ------------- 0	137,700 ------------- 0	0 ------------- 0	13,000 ------------- 0	23,009 ------------- 0	568,997 ------------- 0	0 ------------- 0
10JAMES H SHEPHERD III CHIEF OPERATING OFFICER	(i) (ii)	317,193 ------------- 0	108,450 ------------- 0	0 ------------- 0	6,825 ------------- 0	22,999 ------------- 0	455,467 ------------- 0	0 ------------- 0
11BRIAN BARNETTE CHIEF INFORMATION OFFICER	(i) (ii)	321,080 ------------- 0	20,250 ------------- 0	0 ------------- 0	9,100 ------------- 0	16,488 ------------- 0	366,918 ------------- 0	0 ------------- 0
12SARAH BATTS EXECUTIVE DIRECTOR FOUNDAT	(i) (ii)	272,026 ------------- 0	28,250 ------------- 0	0 ------------- 0	4,875 ------------- 0	8,502 ------------- 0	313,653 ------------- 0	0 ------------- 0
13WILMA BUNCH VP PATIENT EXPERIENCE	(i) (ii)	263,232 ------------- 0	15,000 ------------- 0	0 ------------- 0	13,000 ------------- 0	8,477 ------------- 0	299,709 ------------- 0	0 ------------- 0
14JOE NOWICKI VP FACILITY SERVICE	(i) (ii)	244,245 ------------- 0	22,000 ------------- 0	0 ------------- 0	2,467 ------------- 0	23,009 ------------- 0	291,721 ------------- 0	0 ------------- 0
15TAMARA KING CHIEF NURSE EXECUTIVE	(i) (ii)	241,123 ------------- 0	14,650 ------------- 0	0 ------------- 0	13,000 ------------- 0	16,940 ------------- 0	285,713 ------------- 0	0 ------------- 0
16DEBORAH BACKUS VP RESEARCH AND INNOVATION	(i) (ii)	241,381 ------------- 0	13,844 ------------- 0	0 ------------- 0	13,000 ------------- 0	12,391 ------------- 0	280,616 ------------- 0	0 ------------- 0
17MICHAEL JONES SR RESEARCH SCIENTIST	(i) (ii)	189,403 ------------- 0	43,365 ------------- 0	0 ------------- 0	12,859 ------------- 0	22,336 ------------- 0	267,963 ------------- 0	0 ------------- 0
18LORIE HUTCHESON VP HUMAN RESOURCES	(i) (ii)	207,647 ------------- 0	28,000 ------------- 0	0 ------------- 0	9,100 ------------- 0	16,488 ------------- 0	261,235 ------------- 0	0 ------------- 0
19CHETAN BHASIN CHIEF STRATEGY OFFICER	(i) (ii)	224,307 ------------- 0	18,750 ------------- 0	0 ------------- 0	2,990 ------------- 0	8,727 ------------- 0	254,774 ------------- 0	0 ------------- 0
20JOHN R HAMILTON III CHIEF COMPLIANCE/SAFETY OF	(i) (ii)	219,820 ------------- 0	15,000 ------------- 0	0 ------------- 0	2,715 ------------- 0	43 ------------- 0	237,578 ------------- 0	0 ------------- 0
21DONALD P LESLIE MD MED DIR EMERITUS	(i) (ii)	148,457 ------------- 0	7,500 ------------- 0	0 ------------- 0	13,000 ------------- 0	14,974 ------------- 0	183,931 ------------- 0	0 ------------- 0
22DAVID F APPLE JR MD MED DIR EMERITUS	(i) (ii)	133,022 ------------- 0	4,000 ------------- 0	0 ------------- 0	13,000 ------------- 0	11 ------------- 0	150,033 ------------- 0	0 ------------- 0
23KATHERINE CREEK VP OF HUMAN RESOURCES	(i) (ii)	106,857 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	3,267 ------------- 0	110,124 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

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 4A	CHETAN BHASIN RECEIVED $86,533 SEVERANCE PAYMENT DURING FISCAL YEAR 2022.
PART I, LINE 6	THE SHEPHERD CENTER'S BOARD OF DIRECTORS APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYEES FOR FY 2022, THAT WAS PAID IN FY 2023. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE.

Schedule J (Form 990) 2021

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	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

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	10,100,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	56,000,000
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
11 Other spent proceeds .............
12 Other unspent proceeds .............
13 Year of substantial completion .............	2007
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2021

Page 2

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
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............	X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	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
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 ....	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 .........	1.400 %
6 Total of lines 4 and 5 .............	1.400 %
7 Does the bond issue meet the private security or payment test? ...		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
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

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
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X
b Exception to rebate? ........		X
c No rebate due? .........		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

Schedule K (Form 990) 2021

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		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
7 Has the organization established written procedures to monitor the requirements of section 148? ...		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

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation

Schedule K (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 section 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

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) 2021

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JULIE SHEPHERD	FAMILY MEMBER	106,458	EMPLOYEE		No
(2) CLARE HARTIGAN	FAMILY MEMBER	97,257	EMPLOYEE		No
(3) ERIN SCHUSTER	FAMILY MEMBER	67,451	EMPLOYEE		No
(4) YATES INSURANCE AGENCY	FAMILY MEMBER	87,000	INSURANCE BROKERAGE SERVICES		No
(5) KATHERINE CHOATE	FAMILY MEMBER	75,513	EMPLOYEE		No
(6) CHOATE CONSTRUCTION	FOUNDER AND CHAIRMAN OF CHOATE CONSTRUCTION IS TRUSTEE OF RELATED ENTITY	1,634,946	CONSTRUCTION SERVICES		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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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 ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	90	9,664,385	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 ( VARIOUS GIFTS )	X	4	61,440	FAIR MARKET VALUE
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't 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) (2021)

Page 2

Part IISupplemental 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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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: ALANA SHEPHERD (CHAIRMAN OF THE BOARD), JAMES H. SHEPHERD, III (CHIEF OPERATING OFFICER - BOARD MEMBER), AND W. CLYDE SHEPHERD, III (BOARD MEMBER). FAMILY RELATIONSHIP: SHALER ALIAS, SHEPHERD CENTER BOARD MEMBER, AND FRED ALIAS, SHEPHERD CENTER BOARD MEMBER, AND ANDREW ALIAS, TRUSTEE.
FORM 990, PART VI, SECTION A, LINE 4	ORGANIZATION BYLAWS WERE UPDATED DURING FISCAL YEAR 2022.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 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'S BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. ALL PAPERWORK IS KEPT ON FILE IN THE EXECUTIVE ADMINISTRATION OFFICE. THE EXECUTIVE ASSISTANT ALSO CROSS REFERENCES WITH THE DEVELOPMENT OFFICE FOR ANY ADDITIONAL INFORMATION REGARDING BOARD MEMBER AFFILIATIONS WITH OTHER ENTITIES WITH WHICH SHEPHERD CENTER DOES BUSINESS. ADDITIONALLY, FOR THE PURPOSE OF PROTECTING INTEGRITY AND OBJECTIVITY OF ITS STAFF IN THE PERFORMANCE OF THEIR HOSPITAL OBLIGATIONS, IT IS THE POLICY OF THE SHEPHERD CENTER THAT CONFLICTS OF INTERESTS SHOULD BE AVOIDED WHERE POSSIBLE, OR DISCLOSED AND MANAGED SO AS TO AVOID VIOLATION OF STATE AND FEDERAL LAWS AND THE HOSPITAL CODE OF CONDUCT POLICY. SINCE THE EXISTENCE OF A CONFLICT OF INTEREST IS NOT ALWAYS EASILY DETERMINED, STAFF IS REQUIRED TO DISCLOSE THOSE RELATIONSHIPS OR KNOWLEDGE OF A POTENTIAL CONFLICT, SO THAT A REASONABLE DETERMINATION CAN BE MADE REGARDING THE CONFLICT AND, IF NEEDED, THE APPROPRIATE MANAGEMENT OF SUCH CONFLICT. ALL SHEPHERD CENTER EMPLOYED HEALTH CARE PROVIDERS, SENIOR LEADERS AND OTHER IDENTIFIED INDIVIDUALS WHO HAVE SUBSTANTIAL PURCHASING AUTHORITY ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTERESTS QUESTIONNAIRE AND PROVIDE DOCUMENTATION OF OUTSIDE ACTIVITIES. ALL PAPERWORK IS KEPT ON FILE IN THE COMPLIANCE OFFICE. PROVIDERS ARE SCREENED VIA THE OPEN PAYMENTS DATABASE ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15	THE SHEPHERD CENTER UTILIZES A BOARD COMPENSATION COMMITTEE TO DETERMINE COMPENSATION FOR THE CEO AND OTHER EXECUTIVE MANAGEMENT. THIS COMMITTEE UTILIZES OUTSIDE CONSULTANTS, INDUSTRY COMPENSATION SURVEYS, AND REVIEWS OF SIMILAR ORGANIZATIONS' FORM 990 TO DETERMINE APPROPRIATENESS OF COMPENSATION. SHEPHERD CENTER UTILIZES PAYFACTORS COMPENSATION SURVEYS TO DETERMINE WHETHER OR NOT A COMPENSATION PACKAGE IS IN LINE WITH OUR REGION AND RELATIVE BED SIZE. THE HUMAN RESOURCES VICE PRESIDENT ANALYZES THE DATA AND GETS APPROVAL FROM THE CHIEF EXECUTIVE OFFICER. SALARY INCREASES FOR THE CEO, MEDICAL DIRECTOR, COO, AND CFO ARE RECOMMENDED BY THE BOARD COMPENSATION COMMITTEE, WHICH IS DOCUMENTED IN THE COMMITTEE MINUTES. THE COMMITTEE MUST APPROVE RAISES AND THEY USE AN INDEPENDENT COMPENSATION CONSULTING FIRM (SULLIVAN COTTER) TO MAKE THEIR FINAL DECISION. THE FINAL RESULTS ARE SENT TO THE HUMAN RESOURCES VICE PRESIDENT FOR PROCESSING AND INSERTION INTO THEIR EMPLOYEE FILES.
FORM 990, PART VI, SECTION C, LINE 18	SHEPHERD CENTER'S COMPLETED 990 RETURN IS AVAILABLE FOR INSPECTION ON THE CENTER'S WEBSITE: WWW.SHEPHERD.ORG. THE RETURN IS ALSO AVAILABLE UPON REQUEST AND IS LISTED FOR PUBLIC USE ON GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABLE UPON REQUEST.
FORM 990, PART IX:	SHEPHERD CENTER HAS ALLOCATED A PORTION OF THE EXPENSES OF THESE INDIRECT COST CENTERS TO PROGRAM SERVICE EXPENSE: COMMUNICATIONS, DEPRECIATION EXPENSE, FOOD SERVICES, INFORMATION SYSTEMS, ENGINEERING, SECURITY, RENOVATIONS AND LANDSCAPING, AND RISK MANAGEMENT.
FORM 990, PART XI, LINE 9:	CHANGES IN TEMPORARILY RESTRICTED NET ASSETS 22,629,470. CHANGES IN INTERCOMPANY ACCOUNTS -9,121,939. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS 909,604. CY LOSS (INCOME) FROM PASS-THROUGH ENTITY 0. PY INCOME (LOSS) FROM PASS-THROUGH ENTITY 0.
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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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?
(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	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) 2021

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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?
(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	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	121,079	1,234,405	100.000 %		No

Schedule R (Form 990) 2021

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

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 .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

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	65,130	FMV
(2) SSC AFFILIATES INC	L	72,588	FMV
(3) SHEPHERD CENTER FOUNDATION INC	M	1,876,571	FMV
(4) SHEPHERD CENTER FOUNDATION INC	N	93,229	FMV
(5) SSC AFFILIATES INC	O	854,373	FMV
(6) SHEPHERD CENTER FOUNDATION INC	O	3,582,104	FMV
(7) SSC AFFILIATES INC	Q	908,896	FMV
(8) SHEPHERD CENTER FOUNDATION INC	S	64,825,770	FMV

Schedule R (Form 990) 2021

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	32
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	26
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	2,150
6	Total number of volunteers (estimate if necessary) .............	6	1,000
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	137,718
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	21,874,078	57,142,715
9	Program service revenue (Part VIII, line 2g) .........	249,688,658	243,854,729
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	16,211,081	2,488,528
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,512,532	6,805,817
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	294,286,349	310,291,789
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)	143,964,684	158,864,673
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	128,391,438	127,649,861
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	272,356,122	286,514,534
19	Revenue less expenses. Subtract line 18 from line 12.......	21,930,227	23,777,255
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	686,936,453	736,563,004
21	Total liabilities (Part X, line 26).............	89,612,007	92,951,390
22	Net assets or fund balances. Subtract line 21 from line 20.....	597,324,446	643,611,614

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 204,818,997 including grants of $ ) (Revenue $ 243,854,729 )
	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 850 INPATIENT ADMISSIONS, 45,562 INPATIENT DAYS, 11,301 DAY PATIENT VISITS, AND 70,804 OUTPATIENT VISITS.

4b	(Code: ) (Expenses $ 18,261,764 including grants of $ ) (Revenue $ 15,602,645 )
	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 $ 4,840,653 including grants of $ ) (Revenue $ 5,154,168 )
	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 expenses227,921,414

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	9,649,643	0	524,841

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	7,299,037

f	All other contributions, gifts, grants, and similar amounts not included above		1f	49,843,678

g	Noncash contributions included in lines 1a - 1f:$		1g	61,440

h Total. Add lines 1a-1f.......		57,142,715

		Business Code
2a	NET INPATIENT SERVICE	900099	153,634,920	153,634,920
b	NET OUTPATIENT SERVICE	900099	84,448,524	84,448,524
c	NET DAYPATIENT SERVICE	900099	5,771,285	5,771,285
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		243,854,729

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,488,528			2,488,528
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory			7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)			7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	CAFETERIA REVENUE		900099	1,138,060			1,138,060
b	ADMINISTRATIVE FEES		532000	72,588		72,588
c	RENTAL INCOME		532000	65,130		65,130
d	All other revenue ....			5,530,039	5,530,039
e	Total. Add lines 11a–11d ......			6,805,817
12	Total revenue. See instructions.....			310,291,789	249,384,768	137,718	3,626,588

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	10,174,480	6,058,072	4,116,408
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........	112,855,233	92,859,747	19,995,486
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	3,796,257		3,796,257
9	Other employee benefits .......	15,000,364	12,342,627	2,657,737
10	Payroll taxes ...........	17,038,339	7,073,330	9,965,009
11	Fees for services (non-employees):
a	Management ......	2,773,741	1,791,279	982,462
b	Legal .........	57,667		57,667
c	Accounting ...........	199,291		199,291
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	35,160		35,160
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	16,844,364	11,383,634	5,460,730
12	Advertising and promotion ....	1,086,691	142,478	944,213
13	Office expenses .......	3,605,013	2,183,339	1,421,674
14	Information technology ......	5,653,253	138,257	5,514,996
15	Royalties ..
16	Occupancy ...........	2,262,164	453,043	1,809,121
17	Travel ............	336,258	288,353	47,905
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	794,365	511,059	283,306
20	Interest ...........	448,866		448,866
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	12,108,967	2,968,290	9,140,677
23	Insurance ...	1,084,405	168,503	915,902
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	70,270,629	70,207,675	62,954
b	OTHER DIRECT EXPENSES	6,892,306	657,829	6,234,477
c	EQUIPMENT RENTAL & MAIN	3,196,721	2,241,799	954,922
d	ALLOCATION OF INDIRECT	0	16,452,100	-16,452,100
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	286,514,534	227,921,414	58,593,120	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			47,577,750	1	94,093,408
2	Savings and temporary cash investments .........			27,338,131	2	28,853,909
3	Pledges and grants receivable, net ......			2,260,180	3	2,131,258
4	Accounts receivable, net .............			82,252,783	4	70,713,587
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			58,823	7	57,341
8	Inventories for sale or use ............			3,283,966	8	5,660,319
9	Prepaid expenses and deferred charges ......			4,168,691	9	4,751,268
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	325,945,142
b	Less: accumulated depreciation	10b	196,221,219	133,797,709	10c	129,723,923
11	Investments—publicly traded securities .			365,247,354	11	380,138,960
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			15,691,083	14	14,769,258
15	Other assets. See Part IV, line 11 ...........			5,259,983	15	5,669,773
16	Total assets. Add lines 1 through 15 (must equal line 33)...			686,936,453	16	736,563,004

17	Accounts payable and accrued expenses .....	30,543,893	17	34,531,269
18	Grants payable ...		18
19	Deferred revenue .........	5,053,049	19	6,890,176
20	Tax-exempt bond liabilities .........	48,155,060	20	45,759,993
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	5,860,005	25	5,769,952
26	Total liabilities. Add lines 17 through 25..	89,612,007	26	92,951,390

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	429,948,609	27	452,696,703
28	Net assets with donor restrictions ...........	167,375,837	28	190,914,911
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	597,324,446	32	643,611,614
33	Total liabilities and net assets/fund balances ........	686,936,453	33	736,563,004