2025-08-15T08:33:53+00:00 2024-09-30 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2023-10-01 750818178 TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN TEXA 2145595000 2222 WELBORN ST DALLAS TX 75219 MICHELLE C HAYS SVP/CFO 2145595000 2025-08-15 true true April Arnold P01559426 5612991820 2025-08-15 2023 2025-03-06 01:10:19Z TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN ROBERT L WALKER 2222 WELBORN ST DALLAS TX 75219 822638443 false X WWW.SCOTTISHRITEFORCHILDREN.ORG X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 35 35 1449 325 1308685 0 23941841 24982179 105061776 139114856 67140690 112976655 202310411 219140734 398454718 496214424 2971900 1388578 0 149352312 160076679 0 7006001 124512520 127070598 276836732 288535855 121617986 207678569 3717133456 4354540860 129786847 136253473 3587346609 4218287387 TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION. false false 189935286 1388578 160057378 PATIENT CARE: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS ONE OF THE NATION'S LEADING PEDIATRIC CENTERS FOR THE TREATMENT OF ORTHOPEDIC CONDITIONS, CERTAIN RELATED ARTHRITIC AND NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYSLEXIA. PATIENTS RECEIVE TREATMENT REGARDLESS OF THE FAMILY'S ABILITY TO PAY. THE ORTHOPEDICS PROGRAM INCLUDES OUTPATIENT CLINIC VISITS AND INPATIENT STAYS FOR THE DIAGNOSIS AND TREATMENT OF SUCH CONDITIONS AS SCOLIOSIS, CLUBFOOT, DISLOCATED HIP, LEGGPERTHES, LIMBLENGTH DIFFERENCES AND LIMB DEFICIENCIES, HAND DIFFERENCES AND SPORTS INJURIES. THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPEDIC PATIENTS WHO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES SUCH AS TUBEROUS SCLEROSIS. THE PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR THE DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS SPINA BIFIDA AND CEREBRAL PALSY. ALL PROGRAMS, INCLUDING ORTHOPEDIC, NEUROLOGY AND LEARNING DISORDERS, TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY CENTERED CARE. 18494431 0 0 RESEARCH: THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAYCENTER FOR MUSCULOSKELETAL RESEARCH CONTINUES TO DISCOVER NEW AND INNOVATIVE WAYS TO BENEFIT CHILDREN'S LIVES. SCOTTISH RITE FOR CHILDREN IS DEDICATED TO PROMOTING CLINICAL, BASIC AND APPLIED RESEARCH TO ADVANCE THE CARE OF CHILDREN WITH ORTHOPEDIC CONDITIONS, RELATED NEUROLOGICAL DISORDERS AND SPECIFIC LEARNING DIFFERENCES.MEDICAL BREAKTHROUGHS AND NEW TECHNOLOGIES DEVELOPED THROUGH SCOTTISH RITE FOR CHILDREN'S RESEARCH EFFORTS HAVE DRAMATICALLY IMPACTED THE LIVES OF NOT ONLY CHILDREN TREATED HEREBUT ALSO THROUGHOUT THE WORLD. THROUGH THE YEARS, SCOTTISH RITE RESEARCHERS AND PHYSICIANS HAVE GENERATED 193 PATENTS AND MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE. THESE FINDINGS AND INNOVATIONS ALLOW THE MEDICAL COMMUNITY TO FORM NEW HYPOTHESES TO EXPLAIN WHAT CAUSES CERTAIN CONDITIONS WHILE PROVIDING TOOLS FOR FUTURE RESEARCH. THE MAJOR DISCOVERIES AND RESEARCH APPLICATIONS AT SCOTTISH RITE INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILOTM 5.5 SPINAL SYSTEM; THE TRUE/LOKEXTERNAL FIXATION SYSTEM; THE TRUE/LOK HEX; TRUELOK EVO, TRUELOK ELEVATE. THIS PAST YEAR, SCOTTISH RITE STAFF, IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, IDENTIFIED A GENE ASSOCIATED WITH A RARE NEURODEGENERATIVE DISORDER AND DEVELOPED A GENE THERAPY TO TREAT THIS DISORDER THROUGH SUCCESSFUL COMPLETION OF PRE-CLINICAL TRIALS. 10345490 0 0 EDUCATION: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPEDIC RESIDENTS AND POSTGRADUATE ORTHOPEDIC FELLOWS. IN ADDITION, THE HOSPITAL CONTRIBUTES TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. THE HOSPITAL IS CURRENTLY AFFILIATED WITH 93 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL PROGRAMS. FOR 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC SURGEONS. MORE THAN 200 PHYSICIANS HAVE BENEFITED FROM THE HOSPITAL'S FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, WITH MANY GOING ON TO HOLD PRESTIGIOUS MEDICAL POSITIONS ACROSS THE COUNTRY AND AROUND THE WORLD. IN ADDITION, PHYSICIANS FROM SOME OF THE MAJOR HAND CENTERS HAVE TRAINED AT THE HOSPITAL IN THE SUBSPECIALTY OF PEDIATRIC HAND SURGERY. THE HOSPITAL ALSO PARTICIPATES IN RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS IN NEUROLOGY, PEDIATRIC RHEUMATOLOGY, ORTHOPEDICS, RADIOLOGY AND DEVELOPMENTAL AND BEHAVIORAL PEDIATRICS, PLASTIC SURGERY, PEDIATRIC REHABILITATION MEDICINE, ANESTHESIA, ORTHOPEDIC SPORTS MEDICINE, UROLOGY, DENTISTRY, PEDIATRIC NEUROLOGY, PEDIATRIC NEUROSURGERY, NEUROPHYSIOLOGY, PEDIATRIC HEADACHE MEDICINE AND PEDIATRIC EMERGENCY MEDICINE. SCOTTISH RITE ALSO HAS EXTENSIVE AFFILIATION PROGRAMS FOR EDUCATION OF STUDENTS IN CLINICAL AREAS, SUCH AS NURSING EXTERNS, PSYCHOLOGY, NEUROPSYCHOLOGY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, TRAINING OF PA AND NP STUDENTS, DIETARY/NUTRITION, DENTAL HYGIENE, THERAPEUTIC RECREATOIN, MEDICAL LABORATORY, RADIOLOGY SCIENCE, AND SPEECH PATHOLOGY STUDENTS. SCOTTISH RITE ALSO TRAINS STUDENTS IN AREAS AS DIVERSE AS SOCIAL WORK, CRIMINAL JUSTICE, STATISTICS, HEALTH INFORMATION MANAGEMENT AND STEM EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE MALES AND FEMALES. 218775207 true true false true false false false false true true true false false true true false true false false true false false false true true true true true false true false false false false false false true false true false false false false true true true false false true 339 0 true 1449 true true true false false false false true true false false false false true false X 35 35 true false false false false false false true true false false true true true true true true true true false X JENNIFER DEASON 2145597862 2222 WELBORN DALLAS TX 75219 GUY F STOVALL JR VICE PRESIDENT & ASST TREASURER 3.0 0 X X 0 0 0 HAROLD D CARTER VICE CHAIRMAN 4.0 1.0 X X 0 0 0 JAMES E LANEY VICE PRESIDENT & TREASURER 3.0 0 X X 0 0 0 LYNDON L OLSON JR CHAIRMAN 6.0 1.0 X X 0 0 0 M DOUGLAS ADKINS VICE CHAIRMAN 4.0 1.0 X X 0 0 0 RONALD L SKAGGS VICE PRESIDENT & SECRETARY 4.0 0 X X 0 0 0 BERT VERNON MASSEY II TRUSTEE (DECEASED 11/13/24) 3.0 0 X 0 0 0 BRACK JONES JR TRUSTEE 3.0 0 X 0 0 0 BRADY G ELLIOTT TRUSTEE 3.0 0 X 0 0 0 CLAUDE O ERVIN TRUSTEE 4.0 0 X 0 0 0 DAN F DAVIDSON TRUSTEE 4.0 0 X 0 0 0 DONNY BROUGHTON TRUSTEE 3.0 0 X 0 0 0 DOUGLAS S MAXEY TRUSTEE 3.0 0 X 0 0 0 GLEN WHITLEY TRUSTEE 3.0 0 X 0 0 0 H FINLAY WATKINS TRUSTEE 3.0 0 X 0 0 0 JAMES C PENN TRUSTEE 4.0 0 X 0 0 0 JAMES D NYFELER SR TRUSTEE 4.0 0 X 0 0 0 JAMES F CHAMBERS TRUSTEE 3.0 0 X 0 0 0 JAMES L WILLIAMS TRUSTEE 3.0 0 X 0 0 0 JEFF W SMITH TRUSTEE 4.0 0 X 0 0 0 JOE H TYDLASKA TRUSTEE (DECEASED 2/16/25) 3.0 0 X 0 0 0 JOHN E WOOD TRUSTEE 3.0 0 X 0 0 0 JOSEPH M DEALEY JR TRUSTEE 3.0 0 X 0 0 0 KENNETH C CURRY TRUSTEE 4.0 0 X 0 0 0 KIM J ASKEW TRUSTEE 3.0 0 X 0 0 0 MICHAEL K PICKENS TRUSTEE 4.0 0 X 0 0 0 MICHAEL L WIGGINS PHD TRUSTEE 3.0 0 X 0 0 0 PATSY WOODS MARTIN TRUSTEE 3.0 0 X 0 0 0 RALPH WAYNE TRUSTEE (DECEASED 12/19/24) 3.0 0 X 0 0 0 RONALD L CARTER TRUSTEE 4.0 0 X 0 0 0 RUSSELL C BROWN TRUSTEE 4.0 0 X 0 0 0 STEPHEN F CROSS TRUSTEE 3.0 0 X 0 0 0 W EUGENE BROOKSHIRE TRUSTEE (DECEASED 5/20/25) 3.0 0 X 0 0 0 W M GOWER TRUSTEE 3.0 0 X 0 0 0 W VERNON BURKE JR TRUSTEE (DECEASED 12/4/24) 3.0 0 X 0 0 0 ANGIE E BUCKMEIER VP, CNO 40.0 0 X 425923 0 52762 ASHLEY C GIVENS VP DEVELOPMENT & EVENTS 39.0 1.0 X 175514 0 64286 DONALD E KATZ VP FACILITIES & PROCESS DESIGN 40.0 0 X 417284 0 130529 FREDRIC D RICHMOND SR VP, CHIEF INVESTMENT OFFICER 40.0 0 X 595527 0 45821 JENNY J JOHNSON VP REVENUE CYCLE 40.0 0 X 235115 0 34405 JEREMY L HOWELL VP NORTH CAMPUS 40.0 0 X 305101 0 57348 KRIS L KEEVER-SMITH VP INVESTMENTS 39.0 1.0 X 377249 0 136578 LESLIE A CLONCH JR VP & CHIEF INFORMATION OFFICER 40.0 0 X 540382 0 59631 LORI L DALTON SR VP & GENERAL COUNSEL 37.0 3.0 X 666381 0 59081 MARK G BATEMAN SR VP, PUBLIC RELATIONS (RET 9/29/23) 40.0 0 X 488488 0 39619 MARK RIORDAN SVP PUBLIC RELATIONS 40.0 0 X 129066 0 2915 MATTHEW S CHANCE SR VP, COO 40.0 0 X 668989 0 61827 MICHELLE C HAYS SVP/CFO 38.0 2.0 X 559334 0 30635 ROBERT L WALKER PRESIDENT & CEO 38.0 2.0 X 1537964 0 28330 STEPHANIE K BRIGGER VP DEVELOPMENT 40.0 0 X 282052 0 212426 BRANDON A RAMO MD CHIEF QUALITY OFFICER 39.0 1.0 X 876575 57850 59631 DANIEL J SUCATO MD MS CHIEF OF STAFF 39.0 1.0 X 2423297 22400 139725 KARL E RATHJEN MD ASST COS 30.0 2.0 X 663298 9600 116472 PHILIP L WILSON MD ASST COS/MED DIR NORTH CAMPUS 38.0 2.0 X 2239308 89496 103412 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 39.0 1.0 X 854918 49200 56325 COREY S GILL MD ORTHOPEDIC SURGEON 39.0 1.0 X 835590 120100 46777 DAVID C WILKES MD RADIOLOGIST 40.0 0 X 902972 0 147754 HENRY B ELLIS MD ORTHOPEDIC SURGEON 39.0 1.0 X 1101687 103900 56581 JAYSSON BROOKS MD ORTHOPEDIC SURGEON 39.0 1.0 X 828778 62500 63120 BENJAMIN S RICHARDS III MD FRM CHIEF MEDICAL OFFICER (RET 06/30/21) 0.0 0.0 X 138536 0 159952 CHARLES E JOHNSTON II MD FRM ASST CHIEF OF STAFF (RET 04/16/21) 0.0 0.0 X 206491 0 168422 JOHN A HERRING MD CHIEF OF STAFF EMERITUS (RET 08/31/20) 0.0 0.0 X 437847 0 307715 18913666 515046 2442079 340 true true false HC BECK LTD 1601 ELM STREET STE 2800 DALLAS TX 75201 CONSTRUCTION 25590838 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 753909029 MEDICAL SERVICES 1954605 ARGUS PARTNERS LLC 1111 W CARRIER PKWY 300 GRAND PRAIRIE TX 75050 IT SERVICES 832209 Medical Solutions LLC 1010 NORTH 102ND ST SUITE 300 OMAHA NE 68114 STAFFING SOLUTIONS 713031 GRANT THORNTON LLP 1717 MAIN STREET STE 1800 DALLAS TX 75201 PROFESSIONAL SERVICES 652027 27 1787326 90900 847093 22256860 3255528 24982179 NET OUTPATIENT REVENUE 622310 82579956 82579956 NET INPATIENT REVENUE 622310 37204168 37204168 OTHER PATIENT RELATED REVENUE 622310 19330732 19330732 0 0 0 0 139114856 118757153 -182035 118939188 0 0 0 0 195606623 195606623 600891 0 600891 0 600891 600891 314759537 1213097 320902832 850300 -6143295 362797 -5780498 25206 -5805704 538502 1787326 788404 -249902 -249902 20000 0 20000 20000 5819921 3882483 1937438 1182352 755086 SURFACE DAMAGE/WATER SALES 110000 18824683 18824683 OTHER REVENUE 900099 1315667 1032505 283162 CAFETERIA/CATERING SALES 722310 836356 836356 248978 248978 0 0 21225684 496214424 160057378 1308685 309866182 1388578 1388578 11628823 3541631 7580773 506419 86482 86482 116857281 99679757 13901042 3276482 8249952 7135771 866663 247518 15776618 12611150 2715693 449775 7477523 6285179 961194 231150 556632 70 556562 609064 609064 61310 61310 9501089 9501089 17408924 12883516 4320922 204486 2830687 1619595 691099 519993 7319418 5239209 1690982 389227 11176200 8776630 2039640 359930 11139101 9496390 1423072 219639 858799 682518 167339 8942 403521 327940 70666 4915 25795260 15405839 9903928 485493 1708507 42498 1666009 MEDICAL & OTHER SUPPLIES 24030752 23009268 919452 102032 BAD DEBT EXPENSE 10649668 10649668 RANCH OPERATIONS 3021666 3021666 0 0 0 0 288535855 218775207 62754647 7006001 6830055 8161844 123340 450821 59240024 64377649 0 0 0 0 5401619 5156101 10367872 14847013 648306660 268005443 371988288 380301217 400726000 476654534 2763501740 3296065317 0 98954518 108526364 3717133456 4354540860 25313258 31712646 976921 985163 0 0 103496668 103555664 129786847 136253473 X 3434788733 4048677571 152557876 169609816 3587346609 4218287387 3717133456 4354540860 X 207678569 423631232 -369023 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 61310 61310 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE HOSPITAL RETAINED THE SERVICES OF GREENBERG TRAURIG, LLP IN CONNECTION WITH STAYING ABREAST OF TEXAS LEGISLATIVE ACTIVITIES FOR FY ENDING 9/30/24, WHICH INCLUDED VISITING WITH MEMBERS OF THE LEGISLATURE AND/OR HHSC AND INCURRED $60,000 IN LEGAL FEES. WE ALSO INCURRED THE FOLLOWING EXPENSES IN CONNECTION WITH HAVING A TOUR AT THE HOSPITAL ON SEPT. 24, 2024, FOR MEMBERS OF THE TEXAS LEGISLATURE AND/OR THEIR STAFF MEMBERS: THE TOTAL COST FOR THE LUNCH WAS $755.65 WITH 21 ATTENDEES (1 SENATOR, 3 HOUSE MEMBERS, 7 STAFF AND 10 SCOTTISH RITE/GT NON-REPORTABLES); 10 TSRH GIFT BAGS THAT COST $24 DOLLARS EACH WITH A TOTAL OF $240 SPENT. 2515214056 182699035 418845905 88381370 3028377626 2237616010 180487759 210388633 113278346 2515214056 2492468691 223445894 -353213687 125084888 2237616010 2216104723 2500 294544855 18183387 2492468691 2061276404 10690156 150231493 6093330 2216104723 0.97 0.01 0.02 true false 96466394 96466394 413442410 165701706 247740704 1442405 906894 535511 136955451 101396843 35558608 380301217 Investments-other securities OFF SHORE FUNDS 371294085 F COMMON COLLECTIVE TRUSTS 2121926884 F PARTNERSHIPS 731405678 F CORPORATE DEBT 0 F ASSETS LIMITED AS TO USE 22653290 F VALUE IN REG INV COMPANIES 47951847 F GOVERNMENT SECURITIES 833533 F 3296065317 Other liabilities PENSION/RESTORATION 65194309 OTHER DEFERRED RETIREMENT PLANS 23997836 LEASE LIABILITIES 3058191 OTHER LIABILITIES 11305328 103555664 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE MEDICAL, RESEARCH AND EDUCATION PROGRAMS OF THE HOSPITAL. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOSPITAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE HOSPITAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITY. THE HOSPITAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENT. THE HOSPITAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE HOSPITAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES FOR YEARS PRIOR TO 2020. Central America and the Caribbean 0 0 Investments 371294085 East Asia and the Pacific 0 0 Program Services Conference/Training 3813 North America (Canada & Mexico only) 0 0 Program Services Conference/Training 77206 Europe (Including Iceland and Greenland) 0 0 Program Services Conference/Training 105155 Central America and the Caribbean 0 0 Program Services Conference/Training 6144 Sub-Saharan Africa 0 0 Program Services Conference/Training 3195 0 0 0 0 0 0 371489598 0 371489598 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SUB-SAHARAN AFRICA-Accrual AUCTION 707704 639304 68400 27863 11000 46220 GOLF TOURNAMENT 330880 235278 95602 2205 57234 53555 73037 15 1287244 912744 374500 2307 100047 118236 250 296450 2325828 1787326 538502 4512 157281 199654 11250 415707 788404 -249902 20000 false 20000 TX false THE STATE OF TEXAS DOES NOT REQUIRE A LICENSE FOR OCCASIONAL GAMING ACTIVITIES (UP TO FOUR PER YEAR). false true false 0.0 1.0 Jennifer Deason 2222 Welborn Street Dallas TX 75219 false JENNIFER DEASON 0 RECORD KEEPING X false 0 true true X true X true X 1000 true true true false true true 30216090 6228270 23987820 0.0863 69145146 44621287 24523859 0.0883 0 0.0 0 0 99361236 50849557 48511679 0.1746 12456670 12456670 0.0448 11389505 -50645 11440150 0.0412 0 0.0 18792905 1105682 17687223 0.0636 1287836 1287836 0.0046 0 0 43926916 1055037 42871879 0.1543 0 0 143288152 51904594 91383558 0.3289 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 942611 942611 0.0034 0 0 942611 0 942611 0.0034 true 10649668 28481 20371 8110 X true true 1 1 TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN ST DALLAS TX 75219 WWW.SCOTTISHRITEHOSPITAL.ORG 000054 X X X X X ORTHOPEDIC, NEURODEVELOPMENT & MUSCULOSKELETAL TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 1 false false true X X X X X X X X X 22 true false true true X https://scottishriteforchildren.flywheelsites.com/wp-content/uploads/2024/08/2022-Community-Health-N X true 23 false true false true X 200.0 999.0 X true true X X X true X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - TEXAS SCOTTISH RITE HOSPITAL. Scottish Rite for Children (Scottish Rite) and Ascendient Healthcare Advisors (Ascendient) collaborated to conduct and assess the needs of the community in producing the organization's Community Health Needs Assessment (CHNA) report. In conducting the CHNA, primary and secondary data and input was gathered and considered from persons who represent the broad interests of the community served by Scottish Rite, and including its patient population, community leaders/partners, as well as those with special knowledge of public health. Primary data included information gathered from internet-based and paper surveys, focus groups and interviews with various patient families, local organizations and health service providers and leaders within Scottish Rite. Secondary data included information regarding the demographics, health and health care resources, behavioral health, disease trends and county rankings of the community served by Scottish Rite, with data and input being gathered from those with specialized knowledge or expertise in public health as well as those involved with underserved and minority populations through various affiliations. In conjunction with Scottish Rite leadership, Ascendient drafted the survey, and Scottish Rite conducted a health survey in person in Dallas and Frisco and also in electronic format to current and former Scottish Rite patients. Community engagement and feedback was obtained several ways: a) patient internet-based and paper surveys distributed in the Scottish Rite clinics with personal assistance for families that needed help understanding/filling out the information, b) patient family focus groups, c) internet-based surveys and interviews with leaders from community partners, d) significant input and direction from Scottish Rite leadership and the steering committee. All stakeholders were asked to provide their feedback about the health of children in the Scottish Rite community and factors influencing the health status of children in the broader community. The data were aggregated by source (i.e., patients, community leaders and partners and Scottish Rite leadership) and then analyzed to understand the current perceived health needs in the community through the lens of those we serve, those we collaborate with and those who lead us internally. Thanks to the hard work of our dedicated staff, partners and volunteers, Scottish Rite was able to gather an abundance of primary data to gain a better understanding of the health needs in the community and the role Scottish Rite plays in helping kids lead healthy, happy lives. Leveraging these sources, the steering committee incorporated input from 1,680 Scottish Rite patients, 22 community leaders/partners and 31 Scottish Rite leaders. Of note, to ensure that historically underserved populations including minorities, persons with low-income, uninsured or underinsured and those with limited English proficiency were represented in this assessment, Scottish Rite distributed internet-based and paper patient surveys in English and Spanish for patients that may not have internet access at home and/or prefer to respond in Spanish. Roughly 26% of patient respondents identified themselves as Hispanic/Latino and 13% indicated that Spanish was the primary language spoken in their homes. Additionally, 27% of patient respondents have Medicaid or do not have insurance at all, and more than half of the patient focus group participants reported having Medicaid and/or using crayon care, which is Scottish Rite's financial assistance program. Nearly all survey respondents indicated they lived in the CHNA Community. In addition, Scottish Rite conducted four patient focus groups to solicit input from patients' families regarding the health needs of their children. Input was collected from 22 key stakeholders through in-person interviews and electronic surveys in 2022. These key stakeholders were determined based on their specialized knowledge or expertise in public health, their involvement with underserved and minority populations or their affiliation with local government, schools and industry. Stakeholders included leadership from Dallas County Health and Human Services, Parkland Health, UT Southwestern and other local organizations. These interviews were intended to ascertain opinions among individuals who are likely to be knowledgeable about the community and influential over the opinions of others about health concerns in the community. Secondary data assessed factors such as demographics, socioeconomic indicators (household income and poverty, insurance coverage and children living in single-parent households) and community health status indicators relevant to the services provided by Scottish Rite (rates for conditions treated by Scottish Rite, number of children in Texas with disabilities and rate for health issues identified by stakeholders and patients, such as asthma and obesity). Key sources for secondary data on the community served by Scottish Rite included data made available by participating organizations and numerous public data sources related to demographics, social and economic drivers of health, health equity, health status and disease trends, mental/behavioral health trends and modifiable health risks. Some of the secondary data sources included, but were not limited to, the Texas Department of Health and Human Services, CDC, United Way, American Community Survey of the U.S. Census Bureau, USDA, OMH - Office of Minority Health, County Health rankings and roadmaps and the Opportunity Atlas. The process of determining the priority health needs for the 2022 CHNA began with the collection and analysis of hundreds of data points. All individual data measures from both primary and secondary sources were gathered, analyzed and interpreted. To combine data points into more easily discussable categories, all individual data measures were grouped into six categories and 20 corresponding focus areas based on "common themes." Given the large number of individual data measures that were collected, analyzed and interpreted throughout this process to develop the 20 categories, it was not feasible to make each of them a priority. The steering committee took into consideration need variation by geography, priorities from secondary data, priorities from primary data, Scottish Rite leadership rankings and Scottish Rite's ability to impact the need to help determine which health needs should be priorities. The following factors were used to prioritize the identified health needs: size of the problem; seriousness of the problem; scope of the issues on impacted populations; importance of the issue to the community; and the prevalence of common themes. Members of Scottish Rite's leadership provided input regarding ratings for the factors described above. The identified health needs were prioritized, considering the importance of the need as well as the perceived degree of influence Scottish Rite has to impact or respond to that need. Although some key health issues were identified as priority areas by the community at large, these needs were not found to be in alignment with Scottish Rite's primary mission and strategic plan as a premier pediatric orthopedic provider. Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - TEXAS SCOTTISH RITE HOSPITAL. SCOTTISH RITE ENGAGED THE SERVICES OF ASCENDIENT TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATED WITH ASCENDIENT IN PRODUCING THE ORGANIZATION'S CHNA REPORT. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - TEXAS SCOTTISH RITE HOSPITAL (1/4). As part of the CHNA, Scottish Rite and Ascendient gathered and analyzed the primary and secondary data gathered were then analyzed to identify significant health needs for the community served by Scottish Rite. As a result of the analysis, eight health needs were identified as being significant to the community. The following health needs were identified and subsequently grouped and prioritized by management into three priority areas based on their overall assessment of the qualitative and quantitative data. As a pediatric orthopedic hospital and ambulatory surgical center, Scottish Rite focused on the identified areas where the organization can most effectively use its expertise and resources to have a significant impact. These three areas are: 1. Improve access to health care services 2. Obesity/diabetes/fitness/nutrition 3. Improve social drivers of health 1. Scottish Rite Strategies for Improving Access to Health Care Services: A: access to care represents the presence of several components, including coverage (i.e., insurance), a physical location where care is provided, the ability to receive timely health care when needed and an adequate workforce of providers. Taken together, these components enable individuals to obtain timely health care services that achieve the best possible health outcomes. It is widely acknowledged that underrepresented populations, such as low income, minority and less educated populations, experience greater disparities in obtaining health care services. The inability to access health care services contributes to poor health status. Thus, health disparities are well-known to be associated with access to care. As described in further detail below, access to care was identified as a significant health need for the community in primary and secondary data analysis. These data findings emphasized the burden, scope and severity of access to care among our community, as well as the importance that our community places on addressing the need. Scottish Rite recognizes access to care as a health need for which the organization can feasibly make effective interventions. While Scottish Rite has remained committed to our mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay, we also recognize there are children in need of care whose families may be unaware of financial assistance programs or the health care resources available to help their child, particularly in circumstances involving rare orthopedic and related neurodevelopmental conditions that require highly specialized care. In addition, Scottish Rite serves thousands of patients annually with finite resources and time. In our role as a health care provider, we believe we can make continued strides in improving access to care. RESOURCES TO ADDRESS ACCESS TO CARE - AFFORDABILITY OF HEALTH SERVICES Scottish Rite is committed to its mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay. Scottish Rite's financial assistance program, known as Crayon Care, offers care at no cost or significantly discounted cost to eligible families. Our financial counselors strive to ensure that all families are informed and familiar with this program. Eligibility for Crayon Care is based on household income and medical expenses, and no applications submitted by eligible families are denied. Scottish Rite has implemented measures to ensure that information regarding the Crayon Care policy is communicated in various ways. This includes posting information about the financial assistance program at registration, in patient waiting areas, on its website and in a summary printed in English and Spanish that is inserted into each patient's registration packet. Additionally, information regarding Scottish Rite's charity care program is provided upon check-in for outpatient appointments, through outreach by family services counselors prior to a patient's scheduled procedures, and on post-discharge billing statements/communications. Scottish Rite also ensures information regarding its services and financial assistance policy is communicated on a broader community level through external communications, including in person outreach and written publications. Scottish Rite performs community outreach through social work and family services, physician education and communications teams, providing information on Scottish Rite's services, how to request an appointment and information on the Crayon Care/financial assistance program. This information is provided to various community organizations, community clinics, urgent care centers, physician organizations and physician offices. Additional details on the specific ways that Scottish Rite ensures patients of the organization as well as the broader community are aware of the financial assistance available through the charity care policy are addressed in Section VI, Line 3 of this schedule, below. More detailed information regarding our Crayon Care policy, application, financial assistance summary and other frequently asked questions is also available at the organization's website at scottishriteforchildren.org. All families are encouraged to apply. Of note, from October 2023 through September 2024, Scottish Rite received and approved the Crayon Care applications for more than 16,300 patient families. Furthermore, through our dedicated team in family services, we also provide insurance enrollment assistance to underinsured/uninsured patients. In addition, Scottish Rite participates in a Community Resource Coordination Group (CRCG) made up of local partners and community members that work with parents, caregivers, youth and adults to identify and coordinate services and support, including financial assistance, insurance coverage, primary care and specialty services, mental and behavioral health care and more. - TIMELY ACCESS TO CARE In FY2024, Scottish Rite prioritized decreasing wait times so that when patients have health care needs, they can receive care promptly. This was accomplished through a combination of adding providers and adjusting scheduling workflows to optimize the utilization of clinic hours. The impact of these changes was a decrease in median wait times for both new and follow-up appointments across Scottish Rite's core departments. Additionally, Scottish Rite developed and rolled out a new online scheduling tool that allows new patients for the Dallas campus to schedule an appointment directly online and eliminates the need to call. This simplifies the process for patients and their families and increases access to care. - PHYSICAL ACCESS POINTS Physical locations play a crucial role in health care access, serving as a primary interface between patients and essential medical services. For many, especially in underrepresented communities, the proximity and availability of health care facilities directly influence the ability to receive timely and appropriate care. A lack of nearby or accessible health care centers often leads to delayed treatments, missed diagnoses and an overall decline in health outcomes. By establishing additional access points, hospitals can significantly improve access, especially for those in underserved or disadvantaged areas. This enhancement in accessibility not only meets immediate health needs but also contributes to long-term improvements in community health standards. In our CHNA, Scottish Rite identified Dallas County as containing the largest number of children with a risk for poor health outcomes. In order to increase access to care, Scottish Rite opened the Crayon Clinic on the Dallas campus. The Crayon Clinic provides same-day and next-day appointments for children with acute orthopedic needs. This is a significant step toward meeting the needs of children in our local community. Staff were hired in the summer of 2023 and began providing this service. The first patient day in the new Crayon Clinic space was in 2024 and there were more than 2,400 total visits in FY2024. Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - TEXAS SCOTTISH RITE HOSPITAL (2/4). Continued Additionally, historically Scottish Rite has been unable to meet all of the demands of our patients for physical therapy internally, necessitating referrals to external providers who may not share our same commitment to caring for each child regardless of their ability to pay. To address this, Scottish Rite opened a new physical therapy access point in Frisco located at The Star in May 2024. In FY2024, there were more than 2,700 total visits. - ACCESS TO CARE - COLLABORATION WITH COMMUNITY PROVIDERS When a patient's needs fall outside of Scottish Rite's scope of services, our team identifies external resources that are available for care, funding and/or education. Scottish Rite's Family Resource Center exists to help connect current and former patients, as well as other community members, with providers and organizations that are well-equipped to serve them. Scottish Rite's Family Resource Center also connects families with grants for care outside of Scottish Rite and works with external providers to fund offsite care for low-income Scottish Rite patients. Examples of existing health care programs within the community available to access care include but are not limited to: *Children's Health *University Of Texas Southwestern Medical Center *Cook Children's Medical Center *Cook Children's Pediatric Specialties Prosper *Medical City Children's Hospital *Baylor Institute For Immunology Research *Community Resource Coordination Group In addition, Scottish Rite coordinates with outside vendors to deliver durable medical equipment to patients such as wheelchairs, walkers, canes, crutches, bathroom equipment, hospital beds and pressure relief cushions. Medical supplies used for feeding, wound care, respiratory care and/or incontinence are also ordered for families using outside vendors. Examples of these organizations include but are not limited to: *Travis Medical Supply *180 Medical *Universal Med Supply *Allumed *C&R Medical *APRIA *Healthline Medical, MEDCO *Medical Plus Supply *Apple Home Care *Majors Medical Supply Scottish Rite provides limited psychology services and regularly screens patients for mental and behavioral health concerns. However, we recognize that there are organizations within the community that are highly specialized and dedicated to working with the mental and behavioral health of children and families. When needed, Scottish Rite's social workers and/or psychologists help coordinate with these specialized facilities to assist patients with the scheduling process. Care is taken to connect patients with resources that meet their specific needs (e.g., based on insurance, geographical location, patient age and referral concern). 2. Scottish Rite Strategies for Obesity/Diabetes/Fitness/Nutrition: A healthy diet, access to nutritious foods and regular physical activity help promote health by reducing the risk of heart disease, stroke and certain forms of cancer, strengthening muscles, bones and joints, improving mood and energy levels and maintaining a healthy weight. In contrast, diabetes and obesity - potential consequences of unhealthy diet and inadequate physical activity - are risk factors for many serious health conditions and chronic diseases. According to the CDC, obesity prevalence increased from 14 percent to 20 percent for children and adolescents between 1999 and March 2020. Similarly, between 2001 and 2017, the incidence of youth ages 10-19 with Type 2 diabetes increased from 34 per 100,000 children to 67 per 100,000 children. Obesity occurs more frequently among under-represented populations. Among children and adolescents in the united states between 2017 and 2020, obesity prevalence was 26.2 percent among Hispanic children, 24.8 percent among non-Hispanic black children, 16.6 percent among non-Hispanic White children and 9.0 percent among non-Hispanic Asian children. Obesity prevalence in children and adolescents increases as the head of household's level of education decreases. In a study of obesity in children by household income, obesity prevalence was 18.9 percent in the lowest income group, 19.9 percent in the middle-income group and 10.9 percent in the highest income group. Type 2 diabetes, which is preventable, is more common in youth in racial or ethnic minority groups than among white youth. Between 2001 and 2017, type 2 diabetes prevalence increased most rapidly among non-Hispanic black and Hispanic children. In this assessment, primary and secondary data affirmed that diet, exercise, access to healthy food, diabetes and obesity represent a notable health need among children in the community. These findings, described in greater detail below, indicate that nutrition, fitness, diabetes and obesity are a significant and far-reaching burden that the community considers important to address. In addition to the disparities associated with this need, the burden of the need and the perceived importance that the community places on addressing the need, Scottish Rite identified this as a priority need area based on the relevance of this concern to the work of Scottish Rite and the feasibility of interventions that Scottish Rite can implement. As a pediatric orthopedic surgery provider, Scottish Rite recognizes that obese and diabetic children are at increased risk of fractures and are more likely to experience adverse perioperative events and outcomes. Additionally, improved physical activity is an important goal of many Scottish Rite services. Subsequently, obesity, diabetes, nutrition and fitness were recognized as particularly relevant health needs in our community for which Scottish Rite can feasibly and effectively offer interventions. RESOURCES TO ADDRESS OBESITY/DIABETES/FITNESS/NUTRITION Given the unique conditions treated by Scottish Rite, the Scottish Rite Therapeutic Recreation department helps children with chronic medical conditions or disabilities develop the skills and knowledge needed to enable them to participate in recreation and leisure activities. Physicians can refer patients to therapeutic recreation for inpatient and outpatient services, such as: *Adaptive Recreation, Leisure And Sports, including Tennis, Dance and Golf *Adapted Cycle Evaluations *Support for Camps In addition, the Therapeutic Recreation department works with community organizations to support patients and families, including: *RISE (Recovery, Inspiration, Success, Empowerment): a nonprofit charitable organization based in the Dallas-Fort Worth metroplex that offers inclusive adaptive recreational sports programs free of charge to participants. *AMBUCS: A national non-profit organization that encourages mobility and independence through provision of adaptive "trykes," scholarships for therapists and a range of community service efforts. *Dallas Tennis Education Academy: A local organization that provides tutoring and support to help share the sport of tennis with children. *Dallas Wheelchair Tennis Club: An organization that offers programs, camps and tournaments for children playing adaptive tennis. Scottish Rite has numerous other programs and partnerships that promote fitness. These include partnerships with the Dallas Mavericks "MAVs academy," World Olympic Gymnastics Academy (WOGA) and the Frisco YMCA and YMCA of Metropolitan Dallas. Scottish Rite has developed an athlete development program to help patients return to their sport after completing physical therapy and for any athletes who want to improve their performance and reduce their risk of injury. Further, social workers and medical consult coordinators at Scottish Rite help families arrange to receive follow-up care as ordered by the medical staff associated with obesity, fitness, nutrition and diabetes. A range of resources throughout the community support these areas, including (but not limited to) those listed below: Additionally, Scottish Rite participates in coalition led community awareness campaigns and programs that we make patient referrals to, including: *The Coach Clinic at Children's Health -This program was established for children with obesity and weight-related complications. Get Up & Go (formerly Lean Program) works in conjunction with the coach clinic and nutrition clinics at Children's Health to offer a free 10-week weight management program. As Scottish Rite identifies children who would benefit from these programs, the appropriate referrals are made to Children's Health. Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - TEXAS SCOTTISH RITE HOSPITAL (3/4). CONTINUED: *Medicaid and children with special health care needs ("CSHCN") programs - these programs also provide support to the Scottish Rite patients and families and will pay for several visits related to certain weight management issues with a clinical dietician. As children who would benefit from these services are identified, referrals are made. *The YMCA Of Metropolitan Dallas offers a number of programs designed to improve the health of families, including "Fit for Health" (free healthy lifestyle programs for parents and their children), "Get Up & Go" (a weight management program for families offered in partnership with Children's Health) and "Kamp K'aana" (a health and wellness summer camp program for children above their healthy weight). Additionally, the YMCA offers afterschool programs that provide healthy lunches to kids and includes at least 30 minutes of outdoor or indoor physical activity and movement a day. DIABETES *The Northern Texas and Oklahoma Chapter of The Juvenile Diabetes Research Foundation (JDRF) offers resources for children living with type 1 diabetes, including community forums, informational guides and support groups. *Pediatric Diabetes Programs at Cook Children's and Children's Health provide health and education services for patients with Type 1 and Type 2 diabetes. 3.Scottish Rite Strategies for Improving Social Drivers Of Health: According to HEALTH.GOV, Social Drivers Of Health (SDOH)are the conditions in the environments where people are born, live, learn, work, play, worship, and age that affect a wide range of health, functioning, and quality-of-life outcomes and risks. Many SDOHs affect health, functioning and quality-of-life outcomes and risks. The American Hospital Association (AHA) categorizes these factors into the following domains: - Food - Housing - Transportation - Health Behaviors - Violence-Education - Social Support - Employment While many of the factors that contribute to health are either not controllable or are societal in nature, health care providers need to holistically evaluate the underlying factors that may impact an individual's health in addition to their current health conditions. SDOH contributes to wide health disparities and inequities. For example, lower educational attainment is associated with low literacy skills and limited literacy is a known barrier to accessing health information, proper medication use and utilization of preventative services. As described in further detail below, SDOH were identified as significant health needs for the community in primary and secondary data analysis. Survey results and conversations with stakeholders highlighted the burden, scope and severity of social drivers among our community, as well as the importance our community places on addressing the need. While Scottish Rite recognizes that broad range of social drivers cannot be entirely within the purview of the organization, the organization can feasibly implement interventions to effectively address some key components of SDOH. Notably, given the pediatric population served by Scottish Rite, the organization considers partnership with educators an important opportunity to reduce disparities. In 2023, Scottish Rite for Children established a multidisciplinary workgroup focused on the Social Drivers of Health (SDOH) of the Scottish Rite patient population. They led the process to begin screening to identify patients with SDOH risks by using a 10-question survey across five domains (caregiver education and work, financial resource strain, food insecurity, housing stability, and transportation needs). During FY2024, more than 28,000 patients were screened, and more than 1,000 referrals were made to the social services department. Social workers evaluate each patient's situation and determine what resources are available to reduce the chance of their high-risk social determinant of health impacting their health outcomes. As resources across the state are identified, they are entered into an internal database so that future patients presenting with similar needs and from the same region can be referred appropriately. In addition to intervening at an individual patient level, the SDOH workgroup reviews the data collected through the screenings and identify opportunities where Scottish Rite can make a significant impact, make plans and measure impact. Other Benefits: In addition to its core orthopedic services and addressing the needs articulated, Scottish Rite provides a number of other services to the community as described below: FRACTURE CLINIC: The Fracture Clinic specializes in the diagnosis, management and treatment of new fractures. The clinic provides increased access through walk-in hours and same-day or next-day appointments. In FY 2024, there were more than 13,400 outpatient clinic visits. NEUROLOGY AND REHABILITATION MEDICINE: The Neurology and Rehabilitation Medicine department at Scottish Rite provides care for orthopedic patients who also have related neurological disorders and neuromuscular diseases, such as developmental delay, cerebral palsy, brain malformations, epilepsy and other conditions due to brain, spinal cord and peripheral nerve abnormalities. The institution has specialized clinics tailored to the specific needs of children with these neurological conditions. In FY2024, there were more than 3,200 outpatient clinic visits. PEDIATRIC DEVELOPMENTAL DISABILITIES: The Pediatric Developmental Disabilities Department at Scottish Rite provides care for patients whose orthopedic problems are accompanied by other pediatric medical conditions. Developmental disabilities is a broad term used to describe a variety of conditions that children are born with or acquire. Children with developmental disabilities often have physical, social, learning or behavioral challenges. Some of the pediatric developmental disabilities associated with orthopedic conditions include spina bifida, cerebral palsy (limited to related orthopedic conditions) and certain genetic conditions with orthopedic complications. The department takes an interdisciplinary approach to providing the best possible patient-centered care for these children. The staff includes physicians whose sub-specialty is neuro-developmental disabilities, dieticians, physical, occupational, therapeutic and respiratory therapists and nurse practitioners. In addition to working with the child, the department focuses on teaching family members about the condition and how they can help the child attain optimal physical, mental and social health. In FY2024, there were more than 2,800 outpatient clinic visits. ORTHOTICS AND PROSTHETICS: The Orthotics and Prosthetics (O&P) Department at Scottish Rite provides state-of-the-art, custom-made orthoses and prostheses for patients with special orthopedic needs. The orthotists and prosthetists provide comprehensive care through consultations, measuring, casting and molding, fitting, alignment, fabrication and follow up visits at the Dallas and Frisco campuses. Since the O&P team is onsite, they have the ability to collaborate with doctors, therapists and other medical staff during the child's visits. In operation for more than 40 years, during FY2024, the Scottish Rite O&P Department fitted more than 7,300 prosthetic and orthotic devices. PSYCHOLOGY: The Psychology department is comprised of pediatric psychologists and fellows who have expertise in working with children with complex medical conditions, injuries and rehabilitation. Psychology provides quality psychological intervention and consultation, in collaboration with the medical team, to improve patient care for children and adolescents with health-related conditions and sport injuries. Psychologists work side-by-side with world-renowned pediatric orthopedic surgeons, sports medicine physicians and other clinical team members to provide care for the whole child. Psychologists coordinate and participate in interdisciplinary health care, related teams, committees and research. Direct services are provided to Scottish Rite patients, their families and caregivers on an inpatient and outpatient basis, and in FY 2024, there were more than 2,400 patient visits. Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - TEXAS SCOTTISH RITE HOSPITAL (4/4). CONTINUED. DENTAL: Oral health is an important part of overall health care that can affect patient outcomes. Many children at Scottish Rite are medically complex and are not able to receive dental care in a private practice setting. The Scottish Rite dental clinic has a highly specialized staff that are trained in the care of special needs children. The dental clinic at Scottish Rite provides this benefit to ensure the best clinical outcomes for our patients. In FY 2024, the Dental Clinic had approximately 1,300 visits. RHEUMATOLOGY: Rheumatology is devoted to the diagnosis and therapy of rheumatic diseases. Rheumatologists deal mainly with clinical problems involving joints, soft tissues, autoimmune diseases, vasculitis and heritable connective tissue disorders. Many of these diseases are now known to be disorders of the immune system, and rheumatology is increasingly the study of immunology. Arthritis, which means inflammation of a joint (where two or more bones meet), actually refers to more than 100 different conditions that all fall into the category of rheumatology. Arthritis and other rheumatic conditions are diagnosed by stiffness, swelling, pain and limited movement in joints and other supporting body structures, such as muscles, tendons, ligaments, connective tissues and bones. Scottish Rite's rheumatology clinic treats children with conditions that can cause inflammation in many different parts of the body. In FY 2024, there were more than 4,500 patient visits. DYSLEXIA AND LEARNING DISORDERS: Scottish Rite provides a variety of services to children between the ages of 5 and 14 in its Luke Waites Center For Dyslexia And Learning Disorders (Center For Dyslexia). Services include evaluation and diagnosis for children with academic learning disorders, dyslexia intervention for students, dyslexia therapist training, educational outreach and related research. The Center for Dyslexia offers the dyslexia therapist training program to certified Texas public school teachers. The two-year comprehensive training, accredited by the international multisensory structured language educational council, is designed for teachers of students with dyslexia and uses proven intervention techniques published as Take Flight: A Comprehensive Intervention for Students with Dyslexia. The Center For Dyslexia has continued to develop intervention curricula to meet the needs of students of all ages, including Bridges: A Dyslexia Intervention Connecting Teacher, Avatar & Student (the avatar was designed in collaboration with The University Of Texas At Dallas); Build: A K-1 Early Reading Intervention for Children in Kindergarten and first grade who are at risk for dyslexia; Right Flight: A Reading Rate/Comprehension Program for use with children in first through eighth grades as a Tier II intervention, and Take Flight: A Comprehensive Intervention for Secondary Students with Dyslexia. The Center for Dyslexia's outreach service allows the organization to expand its mission and help thousands of students through support services for parents and educators. It offers consultation and training to schools in the identification of dyslexia and the use of reading interventions developed at the institution. Research at the Center for Dyslexia focuses on the causes and treatment of dyslexia and learning disorders. Research projects have included studies on the effectiveness of Take Flight and Bridges, the effects of the curricula taught in public schools and long-term outcomes of the center's dyslexia intervention. In FY 2024, there were more than 750 patient evaluations out of more than 1,500 total clinic visits. PHYSICAL AND OCCUPATIONAL THERAPY: The Physical Therapy Department at Scottish Rite works with patients to help them develop or maintain maximum movement and ability. Physical therapists perform various tests to determine the patient's range of motion and muscle strength and make recommendations for walkers, crutches and other durable medical equipment best suited to the child's needs. Scottish Rite's Occupational Therapy Department teaches patients to use specialized equipment and use their bodies in new ways that will help them with activities of daily living, such as eating and dressing on their own. Patients learn skills that will help them gain independence and prepare for living independently as an adult. Occupational therapists also assess patient development and evaluate motor skills, personal and social interaction and language abilities and make recommendations for wheelchairs. In FY 2024, there were more than 47,500 physical and occupational therapy clinic visits. LODGING: Many families travel from outside the local area for treatment at Scottish Rite. Social workers refer families to the Ronald McDonald House (RMH), which provides lodging, meals and transportation at very little to no cost to patient families. When RMH does not have a vacancy, social workers provide a list of other hotels in the vicinity where families may choose to stay. Families with Medicaid may be reimbursed by Medicaid for lodging in many situations. The website has an extensive list of hotels in the area. Social workers also help navigate other lodging assistance options as available. RESOURCES TO ADDRESS CHILD HEALTH STATUS: Social workers and medical consult coordinators help families arrange to receive follow-up care with the services listed below as ordered by the medical staff. Patient families choose their provider(s) from a list of options provided by social workers based on location and the patient's funding source: - Durable Medical Equipment - Home Health Services - Medical Supplies- Mental Health Services - Outpatient Physical Rehabilitation - Testing And Specialists - Weight Management Scottish Rite transitions patients to adult providers as they approach the age of 18. A group of Scottish Rite social workers, nurses, administrators and medical staff work to transition Scottish Rite patients to ensure that all patients needing additional coordination as they move from pediatric to adult care receive the necessary assistance. NEEDS NOT ADDRESSED IN THE CHNA: Some issues identified through the Community Health Needs Assessment have not been addressed in this plan. Scottish Rite considered the levels to which some needs were already being addressed in the service area. Additionally, some community needs fall outside the scope of expertise and resources of the organization as a pediatric orthopedic hospital and ambulatory surgical center. Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - TEXAS SCOTTISH RITE HOSPITAL. NEITHER THE ORGANIZATION NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 19 (A-E). 2 SCOTTISH RITE FOR CHILDREN 5700 DALLAS PARKWAY FRISCO TX 75034 ORTHOPEDIC AND SPORTS MEDICINE CENTER SCOTTISH RITE FOR CHILDREN 3800 GAYLORD PARKWAY SUITE 850 FRISCO TX 75034 OUTPATIENT CLINIC Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH Continued: For patients and families who opt-in by completing the authorization form, the Family Resource Center also facilitates peer support groups. These groups connect patients and families who have experience with similar conditions or procedures and help to answer the myriads of questions that arise as the families face complex diagnoses. The full-time social worker from the family resource center also represents Scottish Rite to multiple community groups and organizations to share the care and resources available at Scottish Rite including the commitment to care for every child regardless of a family's ability to pay. These organizations include regular meetings of the Dallas County Community Resource Coordination Group (CRCG), an annual meeting of the Texas Education Association Region 10, the Spina Bifida Association of North Texas, My Health My Resources of Tarrant county, REACH (a nonprofit corporation based in North Texas with a dual mission of providing services for people with disabilities so they are empowered to lead self-directed, productive lives and educating the general public about any and all disability-related topics to promote a barrier free community), and many others by invitation. Child Life: Child life specialists focus on each patient and their family's specific needs by promoting optimal psychosocial development and educational needs of children and teenagers to help reduce fear and promote coping during their visit. They provide services, such as preparation and support for medical procedures, education about diagnosis, coping techniques to use during medical experiences, engagement in medical play, outlets for self-expression and support for siblings. The Frisco campus welcomed a facility dog in 2023 serving alongside child life specialists. Facility dog intervention with patients promotes positive coping and decreases the chance of medical-related trauma. In FY2024, Child Life Services had a total of 11,799 patient encounters and served 5,931 unique patients. Family Services: The Family Services department serves as a support center for patients and their families while they are receiving treatment at Scottish Rite. Family Services includes these areas: medical social work for resources and referrals; financial assistance programs and family services counseling; language interpretation and translation services; and coordination of off-site medical services. In FY2024 there were more than 36,092 calls and visits provided. In FY2024, Family Service Counselors had 19,703 and 16,957 calls for the Dallas Campus and Frisco Campus, respectively. Resources to address child health status: Social workers and medical consult coordinators help families arrange to receive follow-up care for the services ordered by the medical staff. Patient families choose their provider(s) from a list of options provided by social workers based on location and the patient's funding source. These services include weight management, outpatient physical rehab, home health services, durable medical equipment, medical supplies, testing and specialists and mental health. Scottish Rite's patient education is created and maintained by an interdisciplinary team of physicians, nurses and ancillary services throughout the organization. The guiding principle is based on health literacy universal precautions, which means treating all patients if they are at risk of not understanding health information. This approach acknowledges that health care providers cannot accurately identify who understands and who does not; that health literacy is situational and can be impacted when individuals or their children are sick, frightened or in pain; and that every individual benefits from clear, actionable information. This robust library of materials includes educational pieces about specific surgeries, conditions and medical processes, along with more general and basic health education. Available in both English and Spanish, more than 900 pieces of education are available for staff use to provide to patients and families. The material is written by Scottish Rite staff and managed by the patient education committee, with oversight by the patient education advisory board. Referral to other providers: When Scottish Rite is unable to provide services, Scottish Rite identifies external resources that are available to the family. Examples of existing health care programs within the community available to address the identified needs include but are not limited to: Children's Health; UT Southwestern Medical Center; Cook Children's Medical Center; Medical City Children's Hospital; Baylor Institute for Immunology Research; Texas Child Neurology; and Athena Diagnostics. Resources to address coordination of care: In addition to the resources described above, the Scottish Rite social work team maintains information regarding additional resources to assist in the coordination of care. This includes maintaining information for third-party services, such as - durable medical equipment, medical supplies, custom equipment - home nursing services and specialty therapies (examples: aquatic, equestrian therapy) - nutrition supplies - outpatient and inpatient behavioral health resources, social skills training and psychiatry. The social work team is able to assist in the coordination of care, identifying resources by the service needed, counties served and insurance accepted. Other coordination efforts include social work response to transition planning, school accommodations, access to health care, psychosocial support and parent advocacy. Scottish Rite transitions patients to adult providers as they approach the age of 18. A group of Scottish Rite social workers, nurses, administrators and medical staff work to transition Scottish Rite patients to ensure that all patients needing additional coordination as they reach adulthood receive the necessary assistance. Categories of care that staff helps transition patients to adult care include legal and guardianship, primary and specialty care, funding, education and/or vocational programs. Medicaid transportation: Social workers in the Scottish Rite family services department are available to help families understand and navigate the processes for Medicaid transportation assistance, lodging and meals when eligible for these services. Southwest Airlines ticket vouchers: Scottish Rite social workers are able to facilitate airline tickets from Southwest Airlines for families living outside the Dallas/Fort Worth metroplex that do not have other resources to help with travel to the campuses for appointments. Southwest Airlines donates ticket vouchers to be used by families with no other means of transportation. If such families can get to a Southwest Airlines hub, social workers will coordinate the trip with the family using the vouchers. Schedule H, Part I, Line 3c ELIGIBILITY FOR FINANCIAL ASSISTANCE SINCE ITS FOUNDING IN 1921, SCOTTISH RITE FOR CHILDREN HAS PROVIDED CARE TO PATIENTS WITH NEEDS WITHIN SCOTTISH RITE'S SCOPE OF SERVICES AT NO CHARGE. AS SCOTTISH RITE BEGAN ACCEPTING REIMBURSEMENT IN OCTOBER 2012, IT IMPLEMENTED A NEW CHARITY CARE/FINANCIAL ASSISTANCE POLICY. FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES (FPG), ARE ELIGIBLE FOR A 100 PERCENT DISCOUNT. ADDITIONALLY, MEDICALLY INDIGENT PATIENTS ARE ALSO ELIGIBLE FOR DISCOUNTED CARE, WITH ELIGIBILITY BASED ON FPG, MEDICAL EXPENSES AND ABILITY TO PAY. Schedule H, Part I, Line 6a COMMUNITY BENEFIT REPORT A COMMUNITY BENEFIT REPORT WAS CREATED FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024, A COMMUNITY BENEFIT REPORT WILL BE FILED WITH THE STATE OF TEXAS. THE COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 10649668 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance LINES 7(A) AND (B) COMMUNITY BENEFIT EXPENSE IN COLUMN (C) WERE CALCULATED USING WORKSHEET 2: RATIO OF PATIENT CARE COST TO CHARGES. LINES 7(E), (F), AND (H) COMMUNITY BENEFIT EXPENSES WERE CALCULATED USING A STEP-DOWN ALLOCATION METHOD. Schedule H, Part II Community Building Activities DURING 2024, SCOTTISH RITE CONTINUED ITS ENGAGEMENT IN COMMUNITY BUILDING ACTIVITIES INCLUDING: ADAPTIVE AND INCLUSIVE SPORTS AND RECREATION PROGRAMS - LEARN TO GOLF IS A PROGRAM THAT PROVIDES THE TOOLS AND INSTRUCTION NEEDED FOR YOUNG PATIENTS TO EXPERIENCE THE REHABILITATIVE BENEFITS OF THE GAME OF GOLF AND CONNECT WITH LOCAL JUNIOR GOLF PROGRAMS AND INSTRUCTORS. LEARN TO GOLF ALSO PROVIDES ANNUAL CONTINUING EDUCATION FOR GOLF AND ALLIED HEALTH PROFESSIONALS TO INCREASE THEIR KNOWLEDGE AND SKILLS FOR TEACHING ADAPTIVE GOLFERS. - SUMMER ALL-STARS (NOW CALLED TENNIS ALL-STARS) EMPHASIZES FUN, FITNESS, HEALTHY COMPETITION AND TEAM SPIRIT FOR BOTH PATIENTS AND THEIR SIBLINGS. THE PROGRAM ALSO CONNECTS PATIENTS WITH LOCAL JUNIOR TENNIS PROGRAMS AND INSTRUCTORS. - DIAGNOSIS-SPECIFIC SPECIALTY CAMPS ARE AVAILABLE FOR PATIENTS UP TO AGE 17 - FAMILY HAND CAMP FOR YOUNGER PATIENTS AGES 5-9 WITH HAND DIFFERENCES AND THEIR FAMILIES - HAND CAMP FOR PATIENTS WITH HAND DIFFERENCES AGES 10 - 17 - CAMP TLC FOR PATIENTS WITH SPINA BIFIDA - CAMP BREAKING BOUNDARIES FOR PATIENTS WITH CEREBRAL PALSY - CAMP JOINT ADVENTURE FOR PATIENTS WITH ARTHRITIS, ARTHROGRYPOSIS AND MULTIPLE MISSING LIMBS - AMPUTEE SKI TRIP FOR TEENAGE PATIENTS WITH MISSING LIMBS THESE PROGRAMS ARE DESIGNED TO EMPOWER PARTICIPANTS IN THEIR DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM. THE ORGANIZATION ALSO HOSTS VARIOUS PEER AND PARENT SUPPORT GROUPS FOR THE COMMUNITY, SUCH AS PALS (PROSTHETICS AND LIMB SUPPORT), HANDS DOWN SUPPORT GROUP, ETC. THE ORGANIZATION ANNUALLY HOSTS AN EVENT FOCUSED ON COMMUNITY DEVELOPMENT. BIKE RODEO AND CHILD SAFETY DAY, WHICH IS HELD AT NO CHARGE TO PARTICIPANTS, IS FOCUSED ON SAFETY EDUCATION AND INJURY PREVENTION. SCOTTISH RITE REGULARLY ENGAGES WITH THE COMMUNITY, EDUCATING YOUNG ATHLETES, PARENTS, COACHES AND SCHOOL DISTRICTS ABOUT SPORTS SAFETY, INJURY PREVENTION AND CONCUSSION MANAGEMENT AT HEALTH FAIRS AND COACHING CLINICS. SCOTTISH RITE IS ALSO ENGAGED WITH COMMUNITY PARTNERS FOR REVERCHON PARK ROUND UP. THIS ANNUAL EVENT BRINGS TOGETHER COMMUNITY AND CITY DEPARTMENTS AS WELL AS VOLUNTEERS FROM THE COMMUNITY TO HELP BEAUTIFY AND MAINTAIN HISTORIC REVERCHON PARK, LOCATED IN SCOTTISH RITE'S BACKYARD. AS FURTHER DISCUSSED ABOVE, SCOTTISH RITE ALSO ENGAGES WITH THE COMMUNITY THROUGH ITS LUKE WAITES CENTER FOR DYSLEXIA & LEARNING DISORDERS (CENTER FOR DYSLEXIA), WHICH DEVELOPS DYSLEXIA CURRICULUM AND PROVIDES DYSLEXIA INTERVENTION SERVICES TO STUDENTS FROM THROUGHOUT THE COMMUNITY. STUDENTS WHO QUALIFY FOR PARTICIPATION IN THE ONSITE DYSLEXIA INTERVENTION PROGRAM ARE THOSE WHO RECEIVE A DYSLEXIA DIAGNOSIS BUT DO NOT HAVE THE SCOTTISH RITE FOR CHILDREN DYSLEXIA INTERVENTION AVAILABLE THROUGH THEIR SCHOOL OR ARE HOMESCHOOLED. THIS PROGRAM AT LARGE, AND THROUGH THE SERVICES PROVIDED ONSITE, FURTHER SUPPORTS CHILDREN HAVING ACCESS TO THE NECESSARY RESOURCES TO SUCCEED ACADEMICALLY AND BEYOND. ADDITIONALLY, SCOTTISH RITE PROVIDES GUIDANCE AND INSTRUCTION REGARDING THE EVALUATION OF CHILDREN WITH DYSLEXIA AND DYSGRAPHIA VIA PRESENTATIONS AT THE REGIONAL EDUCATION SERVICE CENTERS. THE SCOTTISH RITE LUKE WAITES CENTER FOR DYSLEXIA & LEARNING DISORDERS HAS ALSO CREATED VIDEOS FOR PARENTS AND EDUCATORS ABOUT VARIOUS ASPECTS OF DYSLEXIA AND DYSGRAPHIA AND RELATED DISORDERS, SUCH AS ANXIETY AND DISRUPTIVE BEHAVIORS. THE VIDEOS CAN BE FOUND ON THE SCOTTISH RITE FOR CHILDREN YOUTUBE CHANNEL. SCOTTISH RITE ALSO CONNECTS WITH THE COMMUNITY THROUGH ITS T. BOONE PICKENS TRAINING AND CONFERENCE CENTER BY ANNUALLY HOSTING MANY EVENTS TO EDUCATE AND INFORM COMMUNITY MEMBERS ON VARIOUS MEDICAL AND NON-MEDICAL TOPICS. THESE EVENTS TRADITIONALLY INCLUDE MEETINGS REGARDING HEALTH CARE ORGANIZED BY THE DALLAS-FORT WORTH HOSPITAL COUNCIL, ADVANCED MEDICAL TRAINING FOR NURSES AND PHYSICIANS IN CONJUNCTION WITH UT SOUTHWESTERN MEDICAL CENTER SUCH AS THE PEDIATRIC ORTHOPEDIC EDUCATION SYMPOSIUM AND THE DEVELOPMENTAL-BEHAVIORAL PEDIATRICS CONFERENCE, HEALTH CARE RELATED CONFERENCES ORGANIZED BY THE NORTH DALLAS CHAMBER OF COMMERCE, THE ANNUAL SPINA BIFIDA ASSOCIATION OF NORTH TEXAS EDUCATION DAY, AND NUMEROUS GATHERINGS OF PATIENT/FAMILY SUPPORT GROUPS FOR THOSE UNDERGOING TREATMENT FOR A CONDITION TREATED AT SCOTTISH RITE. EACH YEAR, SCOTTISH RITE HOSTS SCHOOL NURSES FROM DALLAS ISD, FRISCO ISD AND PLANO ISD AT AN ALL-DAY EDUCATIONAL EVENT WITH PEDIATRIC ORTHOPEDIC TOPICS THAT ARE RELEVANT TO THE AUDIENCE. AT THIS EVENT SCOTTISH RITE EMPHASIZES ITS COMMITMENT TO CARE FOR EVERY CHILD IN OUR COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS COMPRISED OF ACTUAL UNCOLLECTIBLE AMOUNTS PLUS AN ALLOWANCE BASED ON HISTORICAL DATA. DISCOUNTS ARE NOT INCLUDED IN BAD DEBT Schedule H, Part III, Line 3 Bad Debt Expense Methodology BAD DEBT EXPENSE DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION MAINTAINS ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS. THE ORGANIZATION ASSESSES THE REASONABLENESS OF THE ALLOWANCE ACCOUNT BASED ON HISTORICAL WRITE-OFFS, CASH COLLECTIONS, THE AGING OF THE ACCOUNTS AND OTHER ECONOMIC FACTORS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS ARE UNSUCCESSFUL. MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS ITS ALLOWANCES ASSOCIATED WITH ITS RECEIVABLES. AS A RESULT OF THE NEW FASB ACCOUNTING STANDARDS CODIFICATION (ASC) REVENUE FROM CONTRACTS WITH CUSTOMERS, TOPIC 606 PRONOUCEMENT, FOOTNOTE FOR ALLOWANCE FOR DOUBTFUL ACCOUNT IS NOT REQUIRED FOR FINANCIAL STATEMENTS. THEREFORE, NO FOOTNOTE WAS INCLUDED FOR FISCAL YEAR END 2024 AUDITED FINANCIAL STATEMENTS Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs SCOTTISH RITE HAD AN ESTIMATED AMOUNT THAT AROSE FROM PROVIDING CHARITY CARE SERVICES OF APPROXIMATELY $27,000,000 AND $23,000,000 FOR YEARS ENDED SEPTEMBER 30, 2024, AND 2023, RESPECTIVELY. THE ORGANIZATION UTILIZED THE COSTS TO CHARGE RATIOS AS CALCULATED BASED ON ITS MOST RECENT COST REPORTS FILED WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance A PATIENT'S ACCOUNT WILL BE REVIEWED FOR FINANCIAL ASSISTANCE ELIGIBILITY AND THE APPROPRIATE APPLICATION OF ANY APPLICABLE THIRD-PARTY PAYMENT, AND/OR DISCOUNTS BEFORE INITIATING A STATEMENT TO THE PATIENT. ONCE A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, THE PATIENT SHALL BE NOTIFIED OF THE AMOUNT QUALIFYING UNDER THE POLICY, AND NO FURTHER BILLING ACTIONS SHALL BE TAKEN FOR AMOUNTS QUALIFYING UNDER THE POLICY. AFTER A PATIENT'S ACCOUNT BALANCE IS REDUCED BY ANY DISCOUNTS AVAILABLE UNDER THIS POLICY, THE PATIENT WILL BE RESPONSIBLE FOR THE REMAINDER OF HIS OR HER OUTSTANDING ACCOUNT BALANCE. THE HOSPITAL WILL SEND THREE POST-DISCHARGE BILLING STATEMENTS OVER A 120-DAY PERIOD. Schedule H, Part V, Section B, Line 16a FAP website - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Line 16a URL: https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/; Schedule H, Part V, Section B, Line 16b FAP Application website - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Line 16b URL: https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Line 16c URL: https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/; Schedule H, Part VI, Line 2 Needs assessment In addition to the process involved in generating the CHNA reported in Part V, Section B, the organization partners with multiple community groups as referenced in other sections to understand and assess the health care needs of the community including, but not limited to,: the YMCA, specialized mental and behavioral health organizations, rotary groups, community adaptive sports organizations and others. In 2023, Scottish Rite for Children began screening to identify patients with social determinants of health risks by using a 10-question survey across five domains (caregiver education and work, financial resource strain, food insecurity, housing stability and transportation needs). During FY2024, more than 28,000 patients were screened, and more than 1,000 referrals were made to the Social Services department. For each referral, social workers evaluate the patient's situation and determine what resources are available to reduce the chance of their high-risk social determinant of health impacting their health outcomes. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Scottish Rite for Children is committed to its mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay. Processes have been developed across the entire continuum of care to ensure that patients and families are connected to the financial assistance for the care they need when they need it. During the registration process, each patient is provided with information about the Crayon Care Assistance Program, and they are prompted to indicate if they would like to meet with a financial counselor to review their situation and see what federal, state, local or organizational programs are available to them. Any patient during registration who indicates that they do not have insurance and will be self-pay receives a call from a Scottish Rite financial counselor who can help them enroll in Crayon Care. The facility has also posted specifics about available financial assistance through Scottish Rite's charity care policy regarding the Crayon Care program, at registration, in patient waiting areas, on the website and in a summary printed in English and Spanish that is inserted into each patient's registration packet. When a patient has surgical procedures scheduled the family is contacted beforehand by a financial counselor to inform them about the financial assistance program and to assess their potential qualification for federal, state or local government programs. In addition, each post-discharge billing statement will notify the patient that financial assistance is available for eligible individuals, including a phone number for inquiries about financial assistance and a website where additional information can be obtained. Information regarding this policy and how to apply for financial assistance is provided during phone conversations with patients regarding financial charges and/or account balances. Finally, Scottish Rite also ensures information regarding its services and financial assistance policy is communicated on a broader community level through external communications, including in-person outreach and written publications and digital communications. Examples of documentation referenced above are described below: 1. Scottish Rite policy RI-122: financial assistance and charity care policy. This policy contains information about eligibility criteria; method for applying for financial assistance; assistance eligibility criteria/basis for amount charge; the Financial Assistance Committee; account balance; reasons for denial; publication of financial assistance policy; emergency medical care policy; application; application process; and qualification/discount scales. The policy is available in English and Spanish. 2. Scottish Rite Crayon Care applications, a financial assistance summary and FAQs that are made available to patient families at all campuses in both English and Spanish. 3. Scottish Rite's website contains charity care information at https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/. This includes information about Scottish Rite's financial assistance program, the charity care policy, charity care application, financial assistance summary, and FAQ. This information is available in both English and Spanish and includes phone numbers to call and physical locations to obtain more information. 4. Scottish Rite includes information about taking care of patients regardless of their ability to pay on its Facebook page, in its quarterly magazine Rite Up, in its annual Progress Report/Calendar and various brochures. 5. Scottish Rite's patient portal (MyChart) provides charity care information and links to the Crayon Care web page. 6. Scottish Rite's billing statements contain statements that care is provided regardless of ability to pay and where to find information regarding the financial assistance policy. It is stressed that patients should not delay or cancel appointments based on financial concerns. 7. Within each Scottish Rite campus, financial assistance summaries are available in registration areas, including signage notifying patients of the Scottish Rite charity care program. This information provides phone numbers and locations where further information can be obtained. Financial counselors are available at each location to provide information applications. 8. Scottish Rite has social work/family services areas at each location where charity information and resources are available. 9. Scottish Rite's Dallas campus at 2222 Welborn, Dallas, Texas, has an emergency treatment room that contains information on EMTALA and the charity care program. 10. Scottish Rite patients are offered a copy of the Scottish Rite Financial Assistance Summary during registration, and there is an acknowledgment within the registration packet. 11. During the pre-registration process, pre-certification specialists inform patients of Scottish Rite's financial assistance program. 12. Scottish Rite performs community outreach through social work and family services, physician education and communications teams, providing information about Scottish Rite's services, how to request an appointment and information about the Crayon Care financial assistance program. This information is provided to various community organizations, community clinics, urgent care centers, physician organizations and physician offices. 13. Scottish Rite annually publishes a Notice of Scottish Rite for Children's Charity Care Program and Policies in The Dallas Morning News. Schedule H, Part VI, Line 4 Community information The community served by Scottish Rite can best be defined by understanding its patient population and clinical focus. The organization is a 501(c)(3) pediatric orthopedic hospital in Dallas, Texas, and an outpatient department, including an ambulatory surgery center in Frisco, Texas. Scottish Rite treats pediatric orthopedic conditions, sports injuries, fractures, as well as certain related arthritic and neurological disorders and dyslexia/learning disorders. Scottish Rite provides premier pediatric orthopedic and dyslexia services to pediatric patients for whom the services provided by the organization offer hope of improvement. Though the organization is dedicated to providing care to children from around the state of Texas and throughout the U.S., the primary community served by Scottish Rite is comprised of eight counties in North Texas that, in total, span 6,537 square miles, which comprise approximately 80 percent of all Scottish Rite's inpatient discharges. Similarly, although Scottish Rite has a broad reach relative to outpatient services, approximately 90 percent of all outpatient visits at Scottish Rite locations originated from the eight-county service area. Defining its primary community will allow the organization to more effectively focus its resources to address identified significant health needs targeting areas of greatest need and health disparities. Population statistics were obtained using Sg2 Claritas, an analytics platform that utilizes US Census data for estimated population demographics projections using proprietary methods. According to Claritas data, the current estimated population for the primary service area is 8,372,649 individuals. Based on US Census data, the median household income for the primary service area is $87,423, while Texas' median household income is $76,292. According to Claritas estimates, approximately 23.8 percent of the primary service area population was younger than 18 years of age. We defined the primary service area in Claritas Sg2 using the following Texas Counties: Collin Dallas Denton Ellis Hunt Johnson Kaufman Parker Rockwall Tarrant Wise Schedule H, Part VI, Line 5 Promotion of community health Scottish Rite continues to further its exempt purpose of improving the lives of children who have needs within the scope of its services through patient care, research and education. By way of example, and in connection with the provision and promotion of health described on other parts of this section, Scottish Rite provides medical care to children with orthopedic and related conditions not treated at other medical facilities. Many providers at Scottish Rite receive referrals from physicians and children's hospitals in the primary service area because the patient's condition is either too severe or, in some cases, so rare, the referring facility does not have adequately trained or experienced staff to provide the necessary care. The organization has a process to determine if it is the appropriate facility to meet a child's clinical needs. The process begins with a telephone call, request through the website, referral from a physician or an application for services. An internal mechanism is utilized to determine if Scottish Rite can appropriately meet the needs of the child. When Scottish Rite is unable to provide services, Scottish Rite, as part of its care coordination services, identifies referral resources that are provided to the family. In addition to general pediatric orthopedic services, the pediatric orthopedic services for which patients are primarily referred to the institution include scoliosis and spine disorders, clubfoot and other foot disorders, reduction deficits (limb lengthening), hand and upper limb differences, hip disorders, sports medicine, fractures, programs related to congenital limb deficiencies and amputations, neurology, rheumatology and pediatric developmental disabilities treated in addition or related to other orthopedic conditions. Research: Since opening its doors in 1921, Scottish Rite has committed to discovering new and better ways to care for children affected by pediatric orthopedic conditions and certain related neurological and arthritic disorders. The institution's dedicated research center, the Sarah M. And Charles E. Seay Center for Musculoskeletal Research, is made up of six centers for excellence supported by research divisions and core facilities: Scoliosis and spine; clubfoot and foot disorders; hip disorders; limb length discrepancies and reconstruction; hand differences; and sports medicine. Within these centers of excellence, Scottish Rite supports basic and translational research, clinical research, applied research and research in movement science. Through the years, Scottish Rite researchers and physicians have generated 193 patents and made important discoveries that have helped children worldwide. These findings and innovations allow the medical community to form new hypotheses to explain what causes certain conditions while providing tools for future research. The major discoveries and research applications at Scottish Rite include: the first gene associated with idiopathic scoliosis; two more genetic markers of the condition; the TSRH SiloTM 5.5 Spinal System; the True/LokTM external fixation system; the True/Lok Hexapod SystemTM; and TrueLok Evo. Scottish Rite is committed to advancing the practice of medicine by sharing what we learn with the global medical community. In FY2024, Scottish Rite staff published 144 manuscripts in peer reviewed journals and presented 214 abstracts at a variety of medical conferences both nationally and internationally. The institution is committed to translating its scientific discoveries into improved care and treatment outcomes for children with musculoskeletal conditions. To that end, the organization has launched a multidisciplinary center for pediatric bone biology and translational research. The center includes 3,200 square feet of laboratories and offices dedicated to bone-related research. In collaboration with UT Southwestern Medical Center, researchers will explore the root causes of bone disorders with a "bench to bedside" translational research and treatment approach. This past year, Scottish Rite staff, in collaboration with UT Southwestern Medical Center, identified a gene associated with a rare neurodegenerative disorder and developed a gene therapy to treat this disorder through successful completion of pre-clinical trials. The multidisciplinary center will also further expand the facility's role as a training site for fellows, visiting scientists and students. It will also host international gatherings dedicated to collaborative research that will benefit children throughout the community and around the world. Also at the community level, through its movement science lab, Scottish Rite has led a research initiative aimed at preventing sports-related injuries in young athletes and promoting long term health. Further research at the community level includes research conducted through the Luke Waites Center for Dyslexia & Learning Disorders, as the center continues to focus on enhancing programs for children with dyslexia in order to provide them the tools they need in order to succeed academically and beyond. Medical education: For more than 50 years, in association with The University of Texas Southwestern Medical School, Scottish Rite has provided an extraordinary experience in the field of pediatric orthopedics to promising orthopedic surgeons. Nearly 200 physicians have benefited from the fellowship in pediatric orthopedics and scoliosis, going on to provide needed pediatric specialty services across the country and around the world. The fellowship has recently been expanded to include additional fellows in the field of pediatric orthopedic sports surgery. In addition to the fellowship program, the institution participates with 93 educational institutions for 22 resident and fellow level fields of study, as well as 34 disciplines involving graduate, undergraduate and high school students. The residency training program affiliations are with many different institutions including UTSW, Baylor University Medical Center, Dallas County Hospital District (DCHD), UC San Diego, Texas A&M, Children's Medical Center of Dallas and Tripler Army Medical Center. The organization participates in physician residency and fellowship training programs in areas as diverse as neurology, pediatric rheumatology, orthopedics, radiology, developmental and behavioral pediatrics, plastic surgery, pediatric rehabilitation medicine, anesthesia, orthopedic sports medicine, urology, dentistry, pediatric neurology, pediatric neurosurgery, neurophysiology, pediatric headache medicine and pediatric emergency medicine. Scottish Rite also has extensive affiliation programs for education of students in clinical areas, such as nursing externs, psychology, neuropsychology, physical therapy, occupational therapy, orthotics and prosthetics, training of PA and NP students, dietary/nutrition, dental hygiene, therapeutic recreation, medical laboratory, radiology science, and speech pathology students. Scottish Rite also trains students in areas as diverse as social work, criminal justice, statistics, health information management and stem education for middle school, high school and college students. Family Resource Center: Scottish Rite is fortunate to have the Christi Carter Urschel Family Resource Center, the mission of which is to provide health information and support resources to patients and families in order to help them make informed health care decisions and improve their quality of life. Scottish Rite understands that families whose children are diagnosed with medical conditions have many questions, and the Family Resource Center can help the Scottish Rite patients and families find answers. A medical librarian and a licensed social worker are available to help patients and families locate information and resources. Staff members can also answer questions about community support groups and external agencies. A computer with internet access is provided to the general public to support their search. The center serves an average of 1663 families annually. This resource is available to all community members, even those who are not patients at Scottish Rite. Anyone who contacts Scottish Rite with questions about conditions or care not within the scope of practice of Scottish Rite is connected to the Family Resource Center. The full-time social worker then works directly with them to research and help access resources or care that is suited for their needs. Those served by the center include children and adults in the local, national and international community, former patients needing help to navigate care after leaving Scottish Rite's care, local school nurses and other organizations looking to connect with health care related resources. Schedule H, Part VI, Line 7 State filing of community benefit report TX true Pedi-Ortho Health Corporation 2222 Welborn Dallas TX 75219 752665759 501(C)(3) 100742 Medical Care and Research Dallas Safety Net Supp Corporation 1441 N Beckley Dallas TX 75203 823131059 501(C)(3) 1287836 Dallas County Indigent Care 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE GRANT TO PEDI-ORTHO HEALTH CORPORATION, A RELATED MEDICAL ENTITY, IS TO SUPPORT THE SERVICES PROVIDED BY THE CORPORATION. THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF THE ENTITY WHICH PROVIDES PEDIATRIC PHYSICIAN SERVICES TO LOCAL MEDICAL FACILITIES THAT PROVIDE EMERGENCY CARE FOR CHILDREN. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. THE HOSPITAL PROVIDES FUNDING TO DALLAS COUNTY SAFETY NET SUPPORT CORPORATION TO SUPPORT LOCAL HOSPITALS IN THE DALLAS COMMUNITY. THE CORPORATION IS MONITORED BY REVIEW OF THE ANNUAL IRS FORM 990. X X true X X X X false true false false false false false false false JOHN A HERRING MD CHIEF OF STAFF EMERITUS (RET 08/31/20) 262189 0 0 0 175658 0 307715 0 0 0 745562 0 0 0 CHARLES E JOHNSTON II MD FRM ASST CHIEF OF STAFF (RET 04/16/21) 3072 0 0 0 203419 0 168422 0 0 0 374913 0 100848 0 BENJAMIN S RICHARDS III MD FRM CHIEF MEDICAL OFFICER (RET 06/30/21) 14 0 0 0 138522 0 159952 0 0 0 298488 0 0 0 MARK G BATEMAN SR VP, PUBLIC RELATIONS (RET 9/29/23) 452068 0 0 0 36420 0 19800 0 19819 0 528107 0 0 0 STEPHANIE K BRIGGER VP DEVELOPMENT 251661 0 0 0 30391 0 200170 0 12256 0 494478 0 0 0 ANGIE E BUCKMEIER VP, CNO 396769 0 0 0 29154 0 15981 0 36781 0 478685 0 0 0 MATTHEW S CHANCE SR VP, COO 596418 0 0 0 72571 0 19800 0 42027 0 730816 0 0 0 LESLIE A CLONCH JR VP & CHIEF INFORMATION OFFICER 480314 0 0 0 60068 0 19800 0 39831 0 600013 0 0 0 LORI L DALTON SR VP & GENERAL COUNSEL 608719 0 0 0 57662 0 19800 0 39281 0 725462 0 0 0 ASHLEY C GIVENS VP DEVELOPMENT & EVENTS 154748 0 0 0 20766 0 26762 0 37524 0 239800 0 0 0 MICHELLE C HAYS SVP/CFO 551285 0 0 0 8049 0 0 0 30635 0 589969 0 0 0 JEREMY L HOWELL VP NORTH CAMPUS 275010 0 0 0 30091 0 17687 0 39661 0 362449 0 0 0 JENNY J JOHNSON VP REVENUE CYCLE 210544 0 0 0 24571 0 13256 0 21149 0 269520 0 0 0 DONALD E KATZ VP FACILITIES & PROCESS DESIGN 331974 0 0 0 85310 0 97770 0 32759 0 547813 0 0 0 KRIS L KEEVER-SMITH VP INVESTMENTS 328000 0 0 0 49249 0 134882 0 1696 0 513827 0 0 0 FREDRIC D RICHMOND SR VP, CHIEF INVESTMENT OFFICER 540590 0 0 0 54937 0 19800 0 26021 0 641348 0 0 0 ROBERT L WALKER PRESIDENT & CEO 1458514 0 0 0 79450 0 0 0 28330 0 1566294 0 0 0 BRANDON A RAMO MD CHIEF QUALITY OFFICER 798624 57850 0 0 77951 0 19800 0 39831 0 936206 57850 0 0 KARL E RATHJEN MD ASST COS 625610 9600 0 0 37688 0 103839 0 12633 0 779770 9600 0 0 DANIEL J SUCATO MD MS CHIEF OF STAFF 1297302 22400 0 0 1125995 0 102944 0 36781 0 2563022 22400 0 0 PHILIP L WILSON MD ASST COS/MED DIR NORTH CAMPUS 1000048 89496 0 0 1239260 0 86846 0 16566 0 2342720 89496 1162066 0 JAYSSON BROOKS MD ORTHOPEDIC SURGEON 763614 62500 0 0 65164 0 17109 0 46011 0 891898 62500 0 0 HENRY B ELLIS MD ORTHOPEDIC SURGEON 1006445 103900 0 0 95242 0 19800 0 36781 0 1158268 103900 0 0 COREY S GILL MD ORTHOPEDIC SURGEON 771149 120100 0 0 64441 0 19800 0 26977 0 882367 120100 0 0 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 767276 49200 0 0 87642 0 19800 0 36525 0 911243 49200 0 0 DAVID C WILKES MD RADIOLOGIST 670554 0 0 0 232418 0 110973 0 36781 0 1050726 0 0 0 Schedule J, Part I, Line 1a Travel for companions (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) JAYSSON BROOKS, MD - 800 DANIEL J. SUCATO, MD - 800 Schedule J, Part I, Line 1a Health or social club dues or initiation fees Robert Walker Social Club dues used for business purposes. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY, WHOSE BENEFITS UNDER THE TAX-QUALIFIED RETIREMENT PLAN HAVE BEEN LIMITED BY THE MAXIMUM BENEFIT AND MAXIMUM COMPENSATION LIMITATIONS IMPOSED UNDER THE TAX QUALIFIED RETIREMENT PLAN IN ORDER TO COMPLY WITH THE INTERNAL REVENUE CODE. THE TOTAL ACCUMULATED BENEFIT THAT HAS ACCRUED FOR A PARTICIPANT UNDER THE RRIP NORMALLY BECOMES VESTED AND TAXABLE TO A PARTICIPANT WHEN HE OR SHE EITHER HAS ATTAINED AGE 55 AND COMPLETED 15 YEARS OF SERVICE OR ATTAINS AGE 65. THE BENEFIT ACCRUALS FOR A PARTICIPANT AFTER THE DATE OF INITIAL VESTING ARE TAXABLE TO THE PARTICIPANT WHEN AND AS ACCRUED. RRIP BENEFITS BECOME PAYABLE AFTER TERMINATION OF EMPLOYMENT. UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES MET THE VESTING REQUIREMENTS AS A PARTICIPANT IN 2023. UPON MEETING THE VESTING REQUIREMENT OF AGE 55 AND 10 YEARS OF SERVICE UNDER THE RRIP, THE PARTICIPANT'S ACTUAL CUMULATIVE BENEFIT EARNED SINCE THEIR DATE OF HIRE IS CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND SUBJECT TO TAXATION IN CALENDAR YEAR 2023 AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. THE ESTIMATED HISTORICAL BENEFIT ACCRUAL HAS BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON A PREVIOUS FORM 990. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) & F AND W-2 BOX 5) PHILIP L. WILSON, MD - 1,162,065 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED AS A PARTICIPANT. THE ADDITIONAL BENEFIT ACCRUAL EARNED DURING THE CALENDAR YEAR 2023 HAS BEEN CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND IS SUBJECT TO TAXATION AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE ADDITIONAL BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AND W-2 BOX 5) DANIEL J. SUCATO, MD - 1,016,839 DONALD E KATZ - 57,235 KRIS L KEEVER-SMITH - 23,735 DAVID C WILKES, MD - 209,270 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE PLAN DURING 2023 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B (III) & W-2, BOX 5) CHARLES E. JOHNSTON III, MD - 102,571 JOHN A. HERRING, MD - 175,658 BENJAMIN S. RICHARDS III, MD - 138,522 THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIBIGLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY), AND ARE TAXABLE TO PARTICIPANTS WHEN PAID. UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2023. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) & F AND W-2, BOX 1 AND 5) CHARLES E. JOHNSTON III, MD - 108,848 THE FLEXIBLE BENEFITS PLAN IS A NON QUALIFED PLAN PROVIDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY, AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTION AMOUNTS ALLOCATED TO A PARTICIPANT UNDER THIS PLAN FOR EACH YEAR ARE TAXABLE TO THE PARTICIPANT FOR SUCH YEAR. THE EARNINGS ON THE RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFIT PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2023. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III), AND W-2, BOX 5) BRIGGER, STEPHANIE K. - 11,295 BROOKS, JAYSSON - 33,362 BUCKMEIER, ANGIE - 18,000 CHANCE, MATTHEW S. - 27,000 CLONCH, JR. LESLIE A. - 21,915 DALTON, LORI L. - 27,450 ELLIS, MD, HENRY B. - 34,542 GILL, MD COREY S - 33,361 GIVENS, ASHLEY C. - 7,290 HOWELL, JEREMY L. - 12,690 JOHNSON, JENNY J. - 9,539 KATZ, DONALD E. - 15,300 KEEVER-SMITH, KRISTINA L. - 14,625 MCINTOSH, MD, AMY L. - 33,361 RAMO, MD, BRANDON A. - 34,577 RATHJEN, MD, KARL E - 26,534 RICHMOND, FREDRIC D. - 24,345 SUCATO, MD, DANIEL J. - 54,000 WALKER, ROBERT L. - 65,099 WILSON, MD, PHILIP L. - 39,222 Andrew Buckmeier SON TO OFFICER 86482 EMPLOYEE/NON-OFFICER OF TSRHC false Schedule L, Part IV ANDREW BUCKMEIER IS THE SON OF ANGIE BUCKMEIER, CHIEF NURSING OFFICER X 9 3021028 Market value X 1 234500 Market value 0 false false true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions SOLICITATION, PROCESSING, OR NONCASH CONTRIBUTIONS TSRHC USES THIRD PARTY BROKERS TO SELL DONATED SECURITIES AND OTHER THIRD-PARTY SPECIALISTS TO SELL OTHER NON-CASH DONATIONS OF VEHICLES, REAL ESTATE AND OTHER ASSETS. Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - NUMBER OF CONTRIBUTIONS Real estate - Residential - NUMBER OF CONTRIBUTIONS Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIP AMONGST INTERESTED PERSONS DANIEL J. SUCATO, MD, MS; HENRY B. ELLIS, MD; BRANDON A. RAMO, MD; PHILIP L. WILSON, MD; KARL E. RATHJEN, MD; JAYSSON BROOKS, MD; AMY L. MCINTOSH, MD; COREY S. GILL, MD HAVE A BUSINESS RELATIONSHIP WITH ROBERT L. WALKER, LORI DALTON, AND MICHELLE HAYS IN THAT THE PHYSICIANS ARE DIRECTORS OF PEDI-ORTHO HEALTH CORPORATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER, IN WHICH THE LATTER INDIVIDUALS SERVE AS OFFICERS. LORI DALTON, KRISTINA KEEVER-SMITH, AND ASHLEY GIVENS HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF LEGACY SCHOLARSHIP FUND, A RELATED ENTITY. ROBERT L. WALKER, LORI DALTON, MICHELLE HAYS, AND KARL RATHJEN, MD HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED INTERNALLY IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS AND THEN REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT & COMPLIANCE COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS PROVIDED TO THE BOARD THROUGH ACCESS TO A SECURE PORTAL FOR REVIEW BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION ANNUALLY REQUIRES OFFICERS, KEY EMPLOYEES AND TRUSTEES TO COMPLETE A CONFLICTS OF INTEREST FORM DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY. ADDITIONALLY, THESE INDIVIDUALS ARE TO REPORT ANY NEW MATTERS THAT ARISE DURING THE YEAR IF THEY BECOME AWARE OF A TRANSACTION THAT IS UNDER CONSIDERATION THAT PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUALLY THE GENERAL COUNSEL PREPARES AND SUBMITS A SUMMARY OF THE DISCLOSED POTENTIAL CONFLICTS TO THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. ADDITIONALLY, AT THE TIME A KEY STAFF MEMBER IS HIRED OR PROMOTED TO A POSITION WITH ADMINISTRATIVE OR MANAGEMENT RESPONSIBILITIES, THE ORGANIZATION PROVIDES THE INDIVIDUAL WITH A COPY OF THE CONFLICTS OF INTEREST POLICY AND THE INDIVIDUAL IS REQUIRED TO COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM. ALL MATERIAL FACTS SURROUNDING CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS INVOLVING A CONFLICT OF INTEREST ARE TO BE DISCLOSED TO ENSURE THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR TO THE HOSPITAL AT THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR THE CEO OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS AND PHYSICIAN PRACTICES ON BOTH A LOCAL AND NATIONAL BASIS. BIANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF OFFICERS, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2024 FOR OFFICERS AND MEDICAL STAFF. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS AND PHYSICIAN PRACTICES ON BOTH A LOCAL AND NATIONAL BASIS. BIANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF OFFICERS, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2024 FOR OFFICERS AND MEDICAL STAFF Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue CONTRACTED SRV WITH UTSW - Total Revenue: 248978, Related or Exempt Function Revenue: 248978, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PENSION LIABILITY ADJUSTMENT - -3330647; CHANGE IN BENEFICIAL INTEREST - 5064825; INVESTMENT IN PEDI ORTHO HEALTH CORPORATION - -1800000; OTHER NON-OPERATING LOSSES AND ADJUSTMENTS - -303201; PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 PHYSICIANS TX 501(c)(3) 10 TEXAS SCOTTISH RITE HOSPITAL true TSRH SCHOLARSHIP FUND (DBA LEGACY SCHOLARSHIP 2222 WELBORN ST DALLAS TX 75219 752106637 SCHOLARSHIP TX 501(c)(3) 7 TEXAS SCOTTISH RITE HOSPITAL true TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION 2222 WELBORN ST DALLAS TX 75219 460683787 SUPPORT TEXAS SCOTTISH RITE HOSPITAL TX 501(c)(3) 7 TEXAS SCOTTISH RITE HOSPITAL true PEG WELBORN PRIVATE EQUITY FUND LP 277 PARK AVENUE 21ST FLOOR NEW YORK NY 10172 812431328 INVESTMENTS NY TEXAS SCOTTISH RITE HOSPITAL Excluded 13464159 307806015 false -172829 false 0.9545 ALGERT INTERNATIONAL SMALL CAP FUND LP 101 CALIFORNIA STREET SUITE 4225 SAN FRANCISCO CA 94111 815047625 INVESTMENTS CA TEXAS SCOTTISH RITE HOSPITAL Excluded 5820765 142038106 false 0 false 0.6982 CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST TX NA Trust false false true true false false false false false false false false true true false false true true false false PEDI-ORTHO HEALTH CORPORATION B 1900742 MARKET VALUE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION C 90900 MARKET VALUE PEDI ORTHO HEALTH CORPORATION L 215245 MARKET VALUE PEDI ORTHO HEALTH CORPORATION Q 2730314 MARKET VALUE PEDI ORTHO HEALTH CORPORATION P 447430 MARKET VALUE PEG WELBORN PRIVATE EQUITY FUND LP B 41953368 CASH PEG WELBORN PRIVATE EQUITY FUND LP C 13841088 CASH