Nonprofit · EIN 20-1238224
SHEPHERD CENTER FOUNDATION INC
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $19,467 | $4,730,601 | -$4,711,134 | $102,929,308 | $348,355 | $102,580,953 |
| March 31, 2024 | 990 | -$46,308 | $4,957,749 | -$5,004,057 | $131,682,222 | $246,660 | $131,435,562 |
| March 31, 2023 | 990 | $161 | $5,746,805 | -$5,746,644 | $150,474,806 | $519,981 | $149,954,825 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $14,402
- Program service revenue
- $0
- Investment income
- $16,174
- Net rental income
- -$11,109
- Net gain from sales of assets
- $15,598
- Other revenue
- -$11,109
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $360,234
- Other salaries and wages
- $2,589,787
- Salaries, compensation and benefits (total)
- $3,703,162
- Professional fundraising fees
- $0
- Accounting fees
- $6,500
- Occupancy
- $409
- Travel
- $86,399
- Depreciation
- $669
- Fundraising (functional)
- $4,730,601
Balance sheet and other
- Total assets, start of year
- $131,682,222
- Total assets, end of year
- $102,929,308
- Total liabilities, end of year
- $348,355
- Net assets, end of year
- $102,580,953
- Land, buildings and equipment
- $187,162
- Net assets without donor restrictions
- $4,121,341
- Net assets with donor restrictions
- $98,459,612
- Gross receipts
- $4,918,254
- Employees
- 0
- Volunteers
- 1,000
- Year formed
- 2004
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MORRISON | FORMER CEO Trustee or director, Officer | 1 | $0 | $1,601,539 | $29,801 |
| JAMES H SHEPHERD III | MEMBER BOD & PRESIDENT/CEO Trustee or director, Officer | 40 | $0 | $632,092 | $36,328 |
| STEPHEN B HOLLEMAN | FORMER CFO Trustee or director, Officer | 1 | $0 | $514,607 | $32,652 |
| SARAH BATTS | SENIOR VP OF ADVANCEMENT Trustee or director, Officer | 40 | $0 | $341,666 | $18,568 |
| DEAN MELCHER | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $0 | $202,490 | $22,018 |
| BETH BOATWRIGHT | CFO Trustee or director, Officer | 1 | $0 | $216,638 | $7,070 |
| JONATHAN ROXLAND | SENIOR DIRECTOR PHILANTHRO Highest-paid employee | 40 | $0 | $203,264 | $13,118 |
| PENNY MORRISON-ROSS | DIRECTOR OF GLOBAL INITIAT Highest-paid employee | 40 | $0 | $165,818 | $16,761 |
| DONALD P LESLIE MD | FND SPECIAL ADVISOR Trustee or director | 1 | $0 | $147,636 | $33,424 |
| DAVID F APPLE JR MD | MEDICAL DIRECTOR EMERITUS Trustee or director | 1 | $0 | $130,499 | $13,051 |
| ADAM MALONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALANA SHEPHERD | SECRETARY Trustee or director, Officer | 30 | $0 | $0 | $0 |
| AMY ROLLINS KREISLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW ALIAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANGELA BLANK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
29 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRAD COURTS | TRUSTEE Trustee or director | 1 | $0 |
| CANDACE KLEIN | TRUSTEE Trustee or director | 1 | $0 |
| DAVID DABBIERE | TRUSTEE Trustee or director | 1 | $0 |
| DEBORAH HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| DR KEITH DOCKERY | TRUSTEE Trustee or director | 1 | $0 |
| ELIZABETH MORRIS | TRUSTEE Trustee or director | 1 | $0 |
| ERIC BERNATH | TRUSTEE Trustee or director | 1 | $0 |
| ERIC BUSKO | TRUSTEE Trustee or director | 1 | $0 |
| ERIC SCHELLING | TRUSTEE Trustee or director | 1 | $0 |
| FRED HENRITZE | TRUSTEE Trustee or director | 1 | $0 |
| GREG DUNAVANT | TRUSTEE Trustee or director | 1 | $0 |
| JUDGE STEPHANIE ANDERSON | TRUSTEE Trustee or director | 1 | $0 |
| KARI CARLOS DUNN | TRUSTEE Trustee or director | 1 | $0 |
| KEITH JOHNSON | TRUSTEE Trustee or director | 1 | $0 |
| KELLIE SCHONBERG | TRUSTEE Trustee or director | 1 | $0 |
| KELLY REGAL | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN REPLOGLE | TRUSTEE Trustee or director | 1 | $0 |
| LARRY KELLY | TRUSTEE Trustee or director | 1 | $0 |
| MARK WEST | TRUSTEE Trustee or director | 1 | $0 |
| MEREDITH FORRESTER | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD 'BUCK' WOODRUFF | TRUSTEE Trustee or director | 1 | $0 |
| RON STEWART | TRUSTEE Trustee or director | 1 | $0 |
| SARAH BORDERS | TRUSTEE Trustee or director | 1 | $0 |
| SHANE O'KELLY | TRUSTEE Trustee or director | 1 | $0 |
| SHERRY ABNEY | TRUSTEE Trustee or director | 1 | $0 |
| SHERYL SELLAWAY | TRUSTEE Trustee or director | 1 | $0 |
| SPENCER MOORE | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM CHOATE | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM STENGEL II | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 40 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MORRISON | CEO Trustee or director, Officer | 1 | $0 | $1,342,108 | $36,645 |
| STEPHEN B HOLLEMAN | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $595,887 | $44,239 |
| SARAH BATTS | SENIOR VP OF ADVANCEMENT Trustee or director, Officer | 40 | $0 | $324,455 | $18,744 |
| PENNY MORRISON-ROSS | DIRECTOR OF GLOBAL INITIAT Highest-paid employee | 40 | $0 | $199,339 | $18,702 |
| JONATHAN ROXLAND | SENIOR DIRECTOR PHILANTHROPY & PARTNERSHIPS Highest-paid employee | 40 | $0 | $199,157 | $16,270 |
| DEAN MELCHER | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $0 | $186,181 | $21,951 |
| DONALD P LESLIE MD | FND SPECIAL ADVISOR Trustee or director | 1 | $0 | $149,720 | $32,011 |
| DAVID F APPLE JR MD | MEDICAL DIRECTOR EMERITUS Trustee or director | 1 | $0 | $134,915 | $13,051 |
| ANDREW ALIAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALANA SHEPHERD | SECRETARY Trustee or director, Officer | 30 | $0 | $0 | $0 |
| ADAM MALONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY ROLLINS KREISLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA BLANK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD COURTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CANDACE KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID DABBIERE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR KEITH DOCKERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH ALLEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH MORRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC BERNATH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC BUSKO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED HENRITZE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG DUNAVANT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN W STEPHENSON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JUDGE STEPHANIE ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARI CARLOS DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLIE SCHONBERG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY REGAL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK WEST | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MEREDITH FORRESTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL KEOUGH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD 'BUCK' WOODRUFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RON STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANE O'KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERRY ABNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL SELLAWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM CHOATE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 40 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SARAH MORRISON | CEO Trustee or director, Officer | 1 | $0 | $1,278,833 | $31,640 |
| STEPHEN B HOLLEMAN | CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $621,944 | $38,115 |
| SARAH BATTS | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $311,391 | $16,274 |
| PENNY MORRISON-ROSS | DIRECTOR OF GLOBAL INITIAT Highest-paid employee | 40 | $0 | $201,964 | $15,579 |
| JONATHAN ROXLAND | DIRECTOR OF MAJOR & PLANNE Highest-paid employee | 40 | $0 | $188,942 | $15,999 |
| DEAN MELCHER | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $0 | $166,298 | $19,157 |
| DONALD P LESLIE MD | FND SPECIAL ADVISOR Trustee or director | 1 | $0 | $155,751 | $29,085 |
| DAVID F APPLE JR MD | MEDICAL DIRECTOR EMERITUS Trustee or director | 1 | $0 | $134,754 | $13,022 |
| ANDREW ALIAS | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALANA SHEPHERD | SECRETARY Trustee or director, Officer | 30 | $0 | $0 | $0 |
| ADAM MALONE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANGELA BLANK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BONNIE HARDAGE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRAD COURTS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CANDACE KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID DABBIERE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DR KEITH DOCKERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH ALLEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH MORRIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH PEARCE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC BERNATH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED HENRITZE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES R BALKCOM JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN W STEPHENSON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARI CARLOS DUNN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KELLY REGAL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAURA GARRISON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LAUREN L HOOKS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK WEST | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL KEOUGH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL DONAHUE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD 'BUCK' WOODRUFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD HAZEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RON STEWART | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANE O'KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERRY ABNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERYL SELLAWAY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM CHOATE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2020 PEACHTREE RD NW, ATLANTA, GA 30309-1426
- In care of
- % JAMES H SHEPHERD JR
- Principal officer (990 for 2024)
- SARAH BATTS, 2020 PEACHTREE ROAD NW, ATLANTA, GA 30309
- Signed the 990
- BETH BOATWRIGHT, CFO
- Phone
- (404) 350-7310
- Website
- WWW.SHEPHERD.ORG
- Return prepared by
- CRI ADVISORS LLC
Mission
SHEPHERD CENTER FOUNDATION'S MISSION IS TO SUPPORT SHEPHERD CENTER BY EXPANDING COMMUNITY AWARENESS, SECURING PRIVATE FINANCIAL SUPPORT FOR PATIENT SERVICES, AND ENCOURAGING VOLUNTEER INVOLVEMENT. THE MISSION STATEMENT IS CONTINUED ON SCHEDULE O.SHEPHERD CENTER IS THE NATION'S LARGEST NONPROFIT HOSPITAL DEVOTED TO RESEARCH, MEDICAL CARE, AND REHABILITATION FOR PEOPLE WITH SPINAL CORD INJURY, ACQUIRED BRAIN INJURY, MULTIPLE SCLEROSIS, AND CHRONIC PAIN.
Program accomplishments
- FUNDRAISING FOR SHEPHERD CENTER, INC.Expenses $4,730,601
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1238224
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $102,929,308
- Income (IRS master file)
- $4,918,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $19,467 | $4,730,601 | $102,929,308 | XML |
| 990 | March 2024 | -$46,308 | $4,957,749 | $131,682,222 | XML |
| 990 | March 2023 | $161 | $5,746,805 | $150,474,806 | XML |
| 990 | March 2022 | $86,686 | $5,546,475 | $141,754,007 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1238224).
Questions about SHEPHERD CENTER FOUNDATION INC
- What is the EIN of SHEPHERD CENTER FOUNDATION INC?
- The employer identification number (EIN) of SHEPHERD CENTER FOUNDATION INC is 20-1238224.
- Is SHEPHERD CENTER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to SHEPHERD CENTER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPHERD CENTER FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEPHERD CENTER FOUNDATION INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPHERD CENTER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of SHEPHERD CENTER FOUNDATION INC?
- The 990 for the year ended March 31, 2025 names SARAH BATTS.
- Who are the officers and directors of SHEPHERD CENTER FOUNDATION INC?
- The 990 for the year ended March 31, 2025 lists 44 people; 0 received compensation from the organization.
- How much revenue does SHEPHERD CENTER FOUNDATION INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $19,467, expenses of $4,730,601 and total assets of $102,929,308 at year end.
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