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Nonprofiteer
← SHEPHERD CENTER FOUNDATION INC

Form 990 for tax year 2022

Filed by SHEPHERD CENTER FOUNDATION INC.

Totals

Total revenue
$161
Total expenses
$5,746,805
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
-$8,282
Other revenue
$8,443
Total assets, end of year
$150,474,806
Total liabilities, end of year
$519,981
Net assets or fund balances, end of year
$149,954,825
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$5,746,805
Program service expenses (Part III)
$5,746,805

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW ALIAS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN B HOLLEMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $660,059
    From this org
    $0
    From related orgs
    $621,944
    Other
    $38,115
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,940 related
    Bonus
    $0 + $144,004 related
    Other
    $0
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $24,615 related
    Filer's total
    $0 + $660,059 related

  • SARAH MORRISON

    CEO

    Total calculated
    $1,310,473
    From this org
    $0
    From related orgs
    $1,278,833
    Other
    $31,640
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $827,370 related
    Bonus
    $0 + $451,463 related
    Other
    $0
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $18,140 related
    Filer's total
    $0 + $1,310,473 related

  • SARAH BATTS

    EXECUTIVE DIRECTOR

    Total calculated
    $327,665
    From this org
    $0
    From related orgs
    $311,391
    Other
    $16,274
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,391 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $7,175 related
    Nontaxable benefits
    $0 + $9,099 related
    Filer's total
    $0 + $327,665 related

  • ALANA SHEPHERD

    SECRETARY

    Total calculated
    $0
    Hours/week
    30 + 30 related

  • ADAM MALONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANGELA BLANK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BONNIE HARDAGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRAD COURTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CANDACE KLEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID DABBIERE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID F APPLE JR MD

    MEDICAL DIRECTOR EMERITUS

    Total calculated
    $147,776
    From this org
    $0
    From related orgs
    $134,754
    Other
    $13,022
    Hours/week
    1 + 30 related

  • DEBBIE HOWARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONALD P LESLIE MD

    FND SPECIAL ADVISOR

    Total calculated
    $184,836
    From this org
    $0
    From related orgs
    $155,751
    Other
    $29,085
    Hours/week
    1 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,751 related
    Bonus
    $0 + $4,000 related
    Other
    $0
    Deferred
    $0 + $13,000 related
    Nontaxable benefits
    $0 + $16,085 related
    Filer's total
    $0 + $184,836 related

  • DR KEITH DOCKERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH ALLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH PEARCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC BERNATH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRED HENRITZE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES R BALKCOM JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN W STEPHENSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARI CARLOS DUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KELLY REGAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LARRY KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA GARRISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAUREN L HOOKS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK WEST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KEOUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL DONAHUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD 'BUCK' WOODRUFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD HAZEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RON STEWART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANE O'KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHERRY ABNEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHERYL SELLAWAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM CHOATE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEAN MELCHER

    DIRECTOR OF OPERATIONS

    Total calculated
    $185,455
    From this org
    $0
    From related orgs
    $166,298
    Other
    $19,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $164,298 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $9,721 related
    Nontaxable benefits
    $0 + $9,436 related
    Filer's total
    $0 + $185,455 related

  • JONATHAN ROXLAND

    DIRECTOR OF MAJOR & PLANNE

    Total calculated
    $204,941
    From this org
    $0
    From related orgs
    $188,942
    Other
    $15,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $186,442 related
    Bonus
    $0 + $2,500 related
    Other
    $0
    Deferred
    $0 + $6,900 related
    Nontaxable benefits
    $0 + $9,099 related
    Filer's total
    $0 + $204,941 related

  • PENNY MORRISON-ROSS

    DIRECTOR OF GLOBAL INITIAT

    Total calculated
    $217,543
    From this org
    $0
    From related orgs
    $201,964
    Other
    $15,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $199,964 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $6,750 related
    Nontaxable benefits
    $0 + $8,829 related
    Filer's total
    $0 + $217,543 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 6
THE SHEPHERD CENTER'S EXECUTIVE LEADERSHIP TEAM APPROVED A "SHEPHERD SHARE" BONUS TO QUALIFIED EMPLOYES FOR FY 2023, THAT WAS PAID IN FY 2024. THIS YEAR'S BONUS WAS BASED ON VARIOUS FACTORS INCLUDING PATIENT OUTCOMES, CUSTOMER SERVICE (INTERNAL AND EXTERNAL), AND FISCAL PERFORMANCE."

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
4 February 2024
IRS schema version
2022v5.0
Source object
202410399349301226

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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