SHEPHERD CENTER INC (EIN 510141601) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Phone

4043507310

Tax Period

2024-04-01 to 2025-03-31

SHEPHERD CENTER INC is a 501(c)(3) with EIN 510141601, based in ATLANTA, GA. Founded in 1975, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $366,426,876 in total revenue and $322,869,975 in total expenses, with net assets of $847,348,992.

Mission

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $70,037,645

Program Service Revenue $281,359,017

Investment Income $7,278,224

Other Revenue $7,751,990

TOTAL REVENUE $366,426,876

Expense Breakdown

Grants Paid $1,695,467

Salaries & Benefits $168,709,761

Fundraising Expenses $0

Program Expenses $252,870,178

Other Expenses $152,464,747

TOTAL EXPENSES $322,869,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,426,876	$418,088,984	-0.1%
Expenses	$322,869,975	$298,971,738	+0.1%
Net Income	$43,556,901	$119,117,246	-0.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

2193

Volunteers

1000

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,780,104

Total Directors

$4,275,269

Key Employees

$2,869,943

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALANA SHEPHERD	CHAIRMAN	30.00	Officer Director	$0	$0	$0
ANDREW ALIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH BOATWRIGHT	CFO	40.00	Officer Director	$216,638	$7,070	$223,708
BRYANT G COATS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES L DAVIDSON III	BOARD MEMBER	1.00	Director	$0	$0	$0
CLARK H DEAN	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
CYNDAE ARRENDALE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID F APPLE JR MD	MED DIR EMERITUS	30.00	Officer Director	$130,499	$13,051	$143,550
DONALD P LESLIE MD	MED DIR EMERITUS	20.00	Director	$147,636	$33,424	$181,060
DOUGLAS LINDAUER	BOARD MEMBER	1.00	Director	$0	$0	$0
FRED V ALIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES D THOMPSON	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
JAMES E STEPHENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES H SHEPHERD III	PRESIDENT/CEO	40.00	Officer Director	$632,092	$36,328	$668,420
JARRAD TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ROOKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN S DRYMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
JULI OWENS	RECORDING SECRETARY	1.00	Officer Director	$0	$0	$0
JUSTIN JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
K BOYNTON SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY LOEFFLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY R ELLIS GENERAL RET	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL R YOCHELSON MD	CHIEF MEDICAL OFFICER	40.00	Officer Director	$841,304	$38,628	$879,932
MOLLY Y LANIER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT CUNNINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
SALLY D NUNNALLY	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA S CHAPMAN	CORPORATE SECRETARY	1.00	Officer Director	$0	$0	$0
SARAH MORRISON	FORMER CEO	40.00	Officer Director	$1,601,539	$29,801	$1,631,340
SHALER ALIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN B HOLLEMAN	FORMER CFO	40.00	Officer Director	$514,607	$32,652	$547,259
SUSAN HAWKINS	BOARD MEMBER	1.00	Director	$0	$0	$0
TALBOT NUNNALLY	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCENZO PISCOPO	BOARD MEMBER	1.00	Director	$0	$0	$0
W CLYDE SHEPHERD III	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM C FOWLER	BOARD MEMBER	1.00	Director	$0	$0	$0
ATUL KANVINDE	CHIEF INFORMATION OFFICER	40.00	Officer	$295,764	$9,863	$305,627
BRIAN BARNETTE	CHIEF INFORMATION OFFICER/	40.00	Officer	$172,990	$29,937	$202,927
STEPHEN K MARSH	CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL	40.00	Officer	$177,308	$33	$177,341
BROCK BOWMAN MD	ASSOCIATE MEDICAL DIRECTOR	40.00	Key Emp	$604,279	$43,203	$647,482
DEBORAH BACKUS	VP RESEARCH AND INNOVATION	40.00	Key Emp	$301,436	$31,962	$333,398
JO TAPPER	VP MARKETING AND COMMUNICA	40.00	Key Emp	$304,260	$8,604	$312,864
JOE NOWICKI	VP FACILITY SERVICE	40.00	Key Emp	$296,396	$23,903	$320,299
KATHERINE CREEK	CHIEF HUMAN RESOURCES OFFICER	40.00	Key Emp	$339,761	$22,517	$362,278
SARAH BATTS	SR VICE PRESIDENT ADVANCEMENT	1.00	Key Emp	$341,666	$18,568	$360,234
TIFFANY LECROY	CHIEF NURSING OFFICER	40.00	Key Emp	$215,580	$42,945	$258,525
WILMA BUNCH	VP PATIENT EXPERIENCE	40.00	Key Emp	$249,127	$25,736	$274,863
BEN W THROWER	PHYSICIAN	40.00	Highest	$601,282	$36,189	$637,471
DAVID QUINTERO	PHYSICIAN	40.00	Highest	$615,902	$8,599	$624,501
ERIK SHAW	PHYSICIAN	40.00	Highest	$742,667	$43,193	$785,860
PHILIP WEXLER	PHYSICIAN	40.00	Highest	$613,071	$33,693	$646,764
SHERRILL LORING	PHYSICIAN	40.00	Highest	$638,119	$15,036	$653,155

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$366,426,876	$322,869,975	$1,004,152,577	$43,556,901
2024	$418,088,984	$298,971,738	$898,923,890	$119,117,246
2023	$320,386,335	$289,667,193	$760,249,608	$30,719,142
2022	$310,291,789	$286,514,534	$736,563,004	$23,777,255
2021	$294,286,349	$272,356,122	$686,936,453	$21,930,227
2020	$300,308,276	$263,800,105	$552,635,273	$36,508,171
2019	$262,529,946	$238,149,119	$539,758,138	$24,380,827

SHEPHERD CENTER INC