2025-11-13T18:58:52+00:00 2024-12-31 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2024-01-01 750800628 CHILDREN'S HEALTH SYSTEM OF TEXAS CHIL 2144567000 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 ROBERT FRIES CFO 2025-11-14 true April Arnold P01559426 5612991820 2025-11-14 2024 2025-03-06 01:10:19Z CHILDREN'S HEALTH Christopher J Durovich 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 2662618681 false X WWW.CHILDRENS.COM X 1947 TX DEDICATED TO MAKING LIFE BETTER FOR CHILDREN. 15 14 11157 882 781301 0 126098843 31254227 2281721778 2583652149 18183809 36517107 10011626 11195198 2436016056 2662618681 37036007 166599806 0 1052113485 1208206888 0 0 1009181822 1074330224 2098331314 2449136918 337684742 213481763 8333052613 5930052679 2870260468 1490205416 5462792145 4439847263 With more than 1 million patient visits each year, Children's Health is North Texas' leading pediatric health system and among the largest in the nation. For more than a century, our mission has been clear: make life better for children. Founded in 1913 as the first free "baby camp" in the Southwest, (CONTINUED ON SCHEDULE O) false false 1914744367 166599806 2594077674 Children's Health is committed to making life better for children as one of the largest and most prestigious pediatric health care systems in the nation and the leading pediatric provider in North Texas. A private, not-for-profit organization, Children's Health includes two full-service hospitals and an extensive network offering specialty, urgent, primary and virtual care to children in North Texas and beyond. Children's Medical Center Dallas: An academic medical center with 488 licensed beds, including the only pediatric Level I trauma center in North Texas. For seven consecutive years, U.S. News & World Report has ranked Children's Medical Center Dallas in all pediatric specialties, the only hospital in North Texas with this distinction. (CONTINUED ON SCHEDULE O) 1914744367 true true false true false false false false false false true false false true true true false true false false true false false false false false true true true true true true false true false false false false false false false false false false false false true true true true false false true X 1177 0 true 11157 true true true true CJ false false false false false false false false true false X 15 14 true false false false false false false true true false false false true true true true true true true true false false X AMY YEAGER 2144567000 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 Christopher J Durovich President CEO 58.0 2.0 X X 4271409 0 73853 Ed Heffernan Chairman 1.0 0 X X 0 0 0 Caren Kline Director 1.0 0 X 0 0 0 Connie O'Neill Director (Thru. 12/31/24) 1.0 1.0 X 0 0 0 Debra B Tagg Director 1.0 0 X 0 0 0 Lee Jackson Director (Thru. 12/31/24) 1.0 0 X 0 0 0 Lou Grabowsky Director 1.0 0 X 0 0 0 Mark Speese Director 1.0 0 X 0 0 0 Michael Dardick Director 1.0 0 X 0 0 0 Michael Silverman Director 1.0 0 X 0 0 0 Rebecca Egelston Caso Voting Ex Officio 1.0 1.0 X 0 0 0 Steven M Gruber Director 1.0 1.0 X 0 0 0 Sylvia Cespedes Director 1.0 0 X 0 0 0 Thomas A Montgomery Director 1.0 0 X 0 0 0 Tony Roach Director 1.0 0 X 0 0 0 Amy Yeager Chief Legal Officer and Secretary 52.0 3.0 X 1737590 0 258190 Dane Peterson Chief Operating Officer 55.0 0 X 1420048 0 405668 Kimberly Besse Chief People Officer 55.0 0 X 3054290 0 256459 Lindsey Tyra Chief Strategy Officer (Effective 1/1/24) 54.0 1.0 X 1392024 0 234201 Matthew M Davis CME & CMC DALLAS ADMINISTRATOR 54.0 1.0 X 1754840 0 233554 Matthew Moore Chief External Relations Officer (Effective 3/25/24) 55.0 0 X 803675 0 181306 Robert S Fries Chief Financial Officer and Treasurer 52.0 5.0 X 1667936 0 311883 Vanessa U Walls CME & CMC PLANO ADMINISTRATOR 55.0 0.0 X 1850515 0 267183 Ben J Salinas EVP Dallas Market Operations 55.0 0 X 751177 0 172377 Brad B Tate Campus Chief Medical Officer 55.0 0 X 737107 0 134457 Brian Wagers Chief Quality Officer 55.0 1.0 X 639185 0 121148 Cassie Dike EVP CNO Dallas Market 55.0 0 X 705645 0 162716 Chris Akeroyd EVP Chief Information Officer 55.0 0 X 698671 0 170314 Dai H Chung MD Chief Medical Executive 52.0 3.0 X 301562 1055468 106148 David D Campbell SVP Chief Learning Officer (Thru. 5/17/24) 55.0 0 X 931050 0 62279 Doris E Hunt Chief Compliance Officer 54.0 1.0 X 1616915 0 233423 Jean M Storey SVP Cardiac and Maternal Fetal and Neonatal Svcs 55.0 0 X 643071 0 108490 Jen Barrera EVP Strategic Initiatives 55.0 0 X 1060397 0 174548 Jodi L Landon Executive Advisor NPC 55.0 0 X 807858 0 132618 Joe D Cavender Executive Advisor NPC 55.0 0.0 X 753639 0 148998 Kathleen A Benner SVP Associate General Counsel 55.0 0 X 656530 0 115396 Ken Lee EVP Chief Investment Officer 55.0 0 X 809900 0 200693 Laran C O'Neill SVP Chief Advancement Officer 55.0 0 X 645992 0 125434 Loyd D Skinner SVP Revenue Cycle 55.0 0 X 736509 0 134903 Philip Bernard Chief Medical Information Officer 55.0 0 X 702281 0 108553 Queen E Greene EVP HR Operations and Shared Services 55.0 0 X 890212 0 155790 Tammy R Webb Chief Nurse Executive 54.0 1.0 X 1513857 0 208616 Tom M Burt HR Advisor 55.0 0 X 1340216 0 103562 Angela D Cupp EVP Finance 55.0 0 X 638895 0 159178 Christopher Menzies VP Clinical Informatics 55.0 0 X 663484 0 122213 Kim Cummings SVP Employee Experience (Thru. 8/2/24) 55.0 0 X 1216301 0 75434 Martie Huggins VP Planning Design Construction and Real Estate 55.0 0 X 813462 0 73210 Sue L Schell SVP Behavioral Health 55.0 0 X 725012 0 98730 Peter C Perialas Jr Former Officer 0.0 0.0 X 1000000 0 0 39951255 1055468 5631525 2811 true true true UTSW 5323 Harry Hines BLVD Dallas TX 753908886 Healthcare services 243590351 JT VAUGHN CONSTRUCTION 9160 Sterling St Ste 100 Irving TX 75063 Contruction Services 88662748 HKS INC 350 N SAINT PAUL STREET STE 100 dallas TX 752014240 Design Services 62171881 MCCARTHY VAUGHN PARTNERSHIP 3400 N Central Expy Suite 500 Richardson TX 75080 Contruction Services 27864018 ARM CANDY LLC 2550 Pacific Ave Suite 1510 Dallas TX 75226 Media Services 9630853 483 23859591 7394636 31254227 NET PATIENT REVENUE 622110 2435902216 2435902216 OTHER MEDICAL SERVICES REVENUE 622110 60919637 60919637 REIMBURSEMENT OF SHARED SERVICES 900099 42420916 42420916 PHARMACY & LAB REVENUE 622110 35366121 34596448 769673 RENTAL INCOME FROM AFFILIATES 531110 9043259 9043259 0 0 0 0 2583652149 35769232 11628 35757604 0 0 747875 0 747875 747875 747875 DIETARY REVENUE 621990 10832838 10832838 VENDING REVENUE 454210 185626 185626 VENDOR REBATE 900099 176734 176734 0 0 0 0 11195198 2662618681 2594077674 781301 36505479 X 161130241 161130241 5469565 5469565 40886436 30882403 10004033 873111964 594268051 278843913 52458811 35705152 16753659 177150566 120574366 56576200 64599111 43968230 20630881 4928269 4928269 928500 928500 141585 141585 3706438 3706438 394375567 363015837 31359730 0 20164141 13724362 6439779 85919684 58479697 27439987 80953235 55099372 25853863 31009744 21106228 9903516 3148495 2142967 1005528 15849325 10787560 5061765 93044675 63329195 29715480 9905454 6741970 3163484 MEDICAL SURGICAL SUPPLIES 328137938 328137938 Excise & Franchise Tax 1935941 1935941 Bad Debt 181233 181233 0 0 0 0 2449136918 1914744367 534392551 0 51258312 252487280 540668761 402690598 573255714 687945096 0 0 0 0 23759797 43599233 24074656 136689510 2687005738 1131161912 1150310339 1555843826 26341293 24167835 99350994 244101627 15362219 29378941 5828670528 2553148733 8333052613 5930052679 386148738 491108378 326783013 312577790 0 0 466924200 467059279 1690404517 219459969 2870260468 1490205416 X 3099948119 1743694327 2362844026 2696152936 5462792145 4439847263 8333052613 5930052679 X 213481763 12868667 -1249295312 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 141585 141585 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY IN 2024, CHST PAID MEMBERSHIP DUES TO ORGANIZATIONS IN WHICH A PORTION OF THE MEMBERSHIP DUES WERE RELATED TO LOBBYING ACTIVITIES. NACH (NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS), AHA (AMERICAN HOSPITAL ASSOCIATION), THA (TEXAS HOSPITAL ASSOCIATION), THT (TEXAS HEALTHCARE TRUSTEES), THOT (TEACHING HOSPITALS OF TEXAS), AND CHAT (CHILDREN'S HOSPITAL ASSOCIATION OF TEXAS) IDENTIFIED A PORTION OF THEIR MEMBERSHIP DUES AS BEING RELATED TO LOBBYING ACTIVITIES. LOBBYING PERCENTAGES WERE IDENTIFIED BY SAID ORGANIZATIONS AND APPLIED TO 2024 MEMBERSHIP DUES. 149629499 149629499 1619326043 587184258 1032141785 68618440 29270984 39347456 726187847 514706670 211481177 123243909 123243909 1555843826 NET ASSETS OF FOUNDATION 2465342713 LT Advances and DUE FROM AFFLIATES 4128227 MINERAL RIGHTS 4475000 Other Assets 30617256 Operating Lease Assets 14907305 Insurance Recoveries 33678232 2553148733 Federal Income Taxes Intercompany 6789587 Operating Lease Liabilities 18925617 Other Liabilities 151524219 UTSW Phys Guarantees 8542314 Reserve for Professional Liab 33678232 219459969 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote CHILDREN'S HEALTH SYSTEM OF TEXAS'S FIN 48 (ASC 740) FOOTNOTE FOR THE YEAR ENDED DECEMBER 31, 2024, READS AS FOLLOWS: "THE AUTHORITATIVE GUIDANCE IN ASC 740 INCOME TAXES, CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. MANAGEMENT ANNUALLY REVIEWS ITS TAX POSITIONS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS. THE STATUTE OF LIMITATIONS REMAINS OPEN FOR TAX YEARS 2021 THROUGH 2024 IN CHILDREN'S HEALTH MAIN TAXING JURISDICTIONS." Central America and the Caribbean 0 0 Investments 49362314 0 0 0 0 0 0 49362314 0 49362314 false false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true true X true X true X 39209831 7854632 31355199 0.01280 1321688893 1274554438 47134455 0.01925 39191808 28124818 11066990 0.00452 0 0 1400090532 1310533888 89556644 0.03657 185028967 9110749 175918218 0.07183 46953825 2885705 44068120 0.01799 85408542 63158811 22249731 0.00908 19159120 4481960 14677160 0.00599 621578 0 621578 0.00025 0 0 337172032 79637225 257534807 0.10515 0 0 1737262564 1390171113 347091451 0.14172 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 604884 604884 0.00025 0 0.0 0 0.0 0 0.0 0 0 604884 0 604884 0.00025 true 82525691 6263667 5661769 11326339 -5664570 X true true 2 1 CHILDREN'S MEDICAL CENTER PLANO 7601 PRESTON ROAD PLANO TX 75024 WWW.CHILDRENS.COM 100291 X X X X X A 2 CHILDREN'S MEDICAL CENTER DALLAS 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75235 WWW.CHILDRENS.COM 000143 X X X X X A A 2 false false true X X X X X X X X X 22 true true false true X https://www.childrens.com/keeping-families-healthy/dfw-childrens-health-assessment X true 22 true https://www.childrens.com/keeping-families-healthy/dfw-childrens-health-assessment false true X 200.0 400.0 X X X X true true X X X true X https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support X https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support X https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support X X X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 3E The significant health needs of the community are included and prioritized within the joint CHNA conducted by Children's Health. The priority needs identified are health, economic security, safety, and education. Schedule H, Part V, Section B, Line 5 Facility A, 1 Facility A, 1 - CHILDREN'S MEDICAL CENTER DALLAS AND CHILDREN'S MEDICAL CENTER PLANO. Every other year, Children's Health recruits a citizen advisory council made up of key stakeholders serving children and knowledgeable in public health. These community leaders meet regularly to discuss children's health care issues and to contribute their experience, insights, and expert recommendations for the Beyond ABC report prepared by Children's Health. The citizen advisory boards for Beyond ABC identify recommendations for advocates and public officials in order to improve the lives and health of children. Recent advisory boards have included city and county officials, former legislators, members of law enforcement, school district administrators, nonprofit organizations' executives, child-advocacy representatives, chambers of commerce and senior staff from corporations and financial institutions. Additionally, Children's Health participates in the regional healthcare partnership (RHP) task force, which was created as part of the Texas healthcare transformation and quality improvement program. Hospitals within each region work together to identify needs and develop plans to respond to those needs and transform the health care delivery system. Children's Health participates in the (RHP) for regions 9 and 10. Some of the organizations from which input was solicited for 2022 CHNA are as follows: Dallas Independent School District, City of Dallas, Habitat for Humanity, American Heart Association, Children at Risk, Catholic Charities, ChildCareGroup, The Commit Partnership, Dallas Children's Advocacy Center, Dallas County Health & Human Services, Dallas-Fort Worth Hospital Council, Dallas Housing Authority, Genesis Women's Shelter, Momentous Institute, North Texas Food Bank, Reese-Jones Center for Foster Care Excellence, The Concilio, United Way of Metropolitan Dallas, Dallas Regional Chamber, Dallas College, Jewish Family Service of Greater Dallas, Los Barrios Unidos, Axxess, Assistance Center of Collin County, Capital One, Children's Advocacy Center of Collin County, City of Plano, Collin County District Attorney's Office, Frisco Family Services, LifePath Systems, Plano ISD, Texoma Council of Governments, Veritex Bank, Raise Your Hand Texas, Texas Muslim Women's Foundation, Richardson ISD, Atmos Energy, First 3 Years, My Health My resources of Tarrant County, Leadership ISD Tarrant County. Schedule H, Part V, Section B, Line 6a Facility A, 1 Facility A, 1 - CHILDREN'S MEDICAL CENTER DALLAS AND CHILDREN'S MEDICAL CENTER PLANO. As a part of Children's Health, Children's Health System of Texas collaborated on the 2022 Children's Health joint community health needs assessment (CHNA). The collaboration was conducted with Children's Medical Center Plano (CMCP). The Children's Health CHNA collaboration was conducted in compliance with the final federal regulations to section 501(r), specifically §1.501(r)-3(b)(6)(v) joint CHNA reports. Schedule H, Part V, Section B, Line 11 Facility A, 1 Facility A, 1 - CHILDREN'S MEDICAL CENTER DALLAS AND CHILDREN'S MEDICAL CENTER PLANO. Upon conducting the CHNA and developing the community health implementation strategy, Children's Health decided on priority areas of the identified health needs that were reviewed. The priority areas are those areas which Children's Health has decided to focus its resources and integrate into its strategic and operational plans. Multiple goals were developed for each priority area, along with strategies to accomplish those goals. Children's Health has implemented and/or is working towards implementation of the strategies for accomplishing the developed goals. Full details of priority areas, goals, and strategies are contained with the publicly available CHNA and community health implementation strategy. Actions taken during the tax year to address significant health needs identified through its most recently conducted CHNA include the following: HEALTH: Nearly two-thirds of the children we serve at Children's Health depend on Medicaid or CHIP for their health care coverage. Children's Health participates in the Children's Health Coverage Coalition and North Texas Healthcare Collaborative, two coalitions that work on strategies to promote CHIP and children's Medicaid and reduce the number of uninsured children in the state. Dedicated outreach representatives at Children's Health help eligible families with children enroll in CHIP and Medicaid, ensuring North Texas families have access to health care. In 2024, Children's Health directly served 578 unique families and 1,436 unique individuals by assisting with application for state benefits, including Medicaid and CHIP enrollment. The outreach team reported more than 2,253 family encounters in the process. The American Academy of Pediatrics reports that by age sixteen, nearly 40% of children have been diagnosed with a mental, emotional or behavioral health condition, yet research indicates a 2-4-year window between when symptoms or concerns first appear and when a full disorder develops. Children's Health is increasing access to services and early identification of disorders by integrating into over 30 primary care medical homes across the community, serving children while they are in school and educating providers on behavioral health issues. Children's Health is using telemedicine to provide more children access to behavioral health care and address youth mental health issues such as anxiety, bullying and depression. The TCHATT program partners with UT Southwestern and is fully funded by the Texas Child Mental Health Care Consortium. TCHATT offers short-term therapy as well as psychiatric consultation. Both programs include case management, psychoeducation and referrals to community resources. Both programs are of no cost to families. Our behavioral health services are now available in over 1,000 school campuses increasing access to care for more than 680,000 students across 9 counties in North Texas. ECONOMIC SECURITY: Children's Health participates in the Collin County Early Childhood Coalition and the Early Matters Dallas Coalition. These broad-based coalition groups are dedicated to working together to raise awareness about the importance of quality early education, coordinate advocacy efforts and increase funding for quality early learning to ultimately ensure a strong future workforce. Children's Health serves as a member of the Dallas Coalition for Hunger Solutions, which is focused on providing education and advocacy opportunities for different programs that impact food security for families such as the Supplemental Nutrition Assistance Program (SNAP), and the public charge. The Children's Health Community Relations team also helps eligible families and children enroll in other government assistance programs, such as SNAP and TANF, and provides referrals to additional community resources and services. SAFETY: The Rees-Jones Center for Foster Care Excellence at Children's Health is the only clinic in North Texas dedicated to exclusively providing integrated primary medical care for children in foster care. Our providers are experienced in treating victims of abuse and neglect and provide a wide range of support to caregivers and families. Through health services, research, policy analysis and medical education, the Center's experts promote policies and practices that advance care and outcomes for children and families in the child welfare system. EDUCATION: Children's Health Behavioral Health team meets with educators, parents, and others across the community to provide training on behavioral health topics to continue to increase awareness and end the stigma of mental illness. Specific topics provided this year continue to focus on drug and alcohol abuse as well as vaping. In Feb. 2022, Children's Health launched, the Behavioral Health Integration and Guidance (BHIG), in conjunction with the Meadows Mental Health Policy Institute to train pediatric primary care providers to identify, diagnose and treat mild to moderate behavioral health conditions in the scope of their primary care practice. Training cohorts begin quarterly and lasted for six months, providing education, support, and practice optimization. While most participants are based in Texas, others are located in fourteen additional states. BHIG has led to overall improvements in increased screenings, diagnostics, and treatment for pediatric patients. Its impact on the health trajectories of children in North Texas has been significant, and it is poised to serve as a model for other communities across the country. The program has increased access to care for approximately 450,000 families since its inception and training is now also available in a fully self-paced on-line format. In 2023, Children's Health completed a project of embedding behavioral health screening tools into our electronic health record. Over 50 tools were added so that PCPs and medical specialists throughout Children's Health can easily screen their patients for behavioral health concerns. In the first 6 months of 2025, over 5,000 patients have been screened for behavioral health concerns to identify those in need of treatment. These tools are recommended to providers who participate in the BHIG training as they allow ongoing monitoring of symptom resolution once treatment interventions are initiated. Providers report increased use of behavioral health screening tools and interventions upon completion of the BHIG training program. BHIG also includes a best in practice integrated medical home in southern Dallas where the clinical team provides Collaborative Care Management to support the pediatrician, assuring most of the patient's medical and behavioral health treatment needs can be met in their medical home. The child psychiatrist also treats more complex patients referred by community-based providers who completed the BHIG training. Once stabilized, patients are returned to their PCP for ongoing treatment. Additional locations were added in Plano in 2024 and Rockwall in 2025. Schedule H, Part V, Section B, Line 13 Facility A, 1 Facility A, 1 - CHILDREN'S MEDICAL CENTER DALLAS AND CHILDREN'S MEDICAL CENTER PLANO. Children's Health uses the federal poverty guidelines to determine eligibility for low-income individuals. 200% of the federal poverty guidelines is used for 100% charity adjustment, and 201% to 400% of the federal poverty guidelines is used for a sliding scale adjustment. Children's Health uses various documents and forms to verify income and expenses when determining the eligibility for financial assistance of a patient and their family. These documents include, but are not limited to, w2 form, wage and earning statement, paycheck remittance, worker's compensation, unemployment compensation determination letters, income tax returns, statement from employer, bank statements, copy of checks, documents of sources of income, telephone verification of gross income with the employer, proof of participation in government assistance programs such as Medicaid signed affidavit or attestation by patient, and veterans benefit statement. Schedule H, Part V, Section B, Line 16 Facility A, 1 Facility A, 1 - CHILDREN'S MEDICAL CENTER DALLAS AND CHILDREN'S MEDICAL CENTER PLANO. In addition to ensuring that the Children's Health charity care criteria is posted prominently and continuously in common entry points of the facility, a director of patient financial service ensures that the Children's Health charity care criteria is published at all times on its website. 25 SPECIALTY CENTER DALLAS CAMPUS 2350 STEMMONS FWY DALLAS TX 75207 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER 2 PLANO 7609 PRESTON RD PLANO TX 75204 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER 1 PLANO 7211 PRESTON RD PLANO TX 75024 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER CITYVILLE 6300 HARRY HINES BLVD DALLAS TX 75235 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER MOCKINGBIRD 1 1341 W MOCKINGBIRD LN STE 1200E DALLAS TX 75247 CENTER FOR AUTISM CARE AS WELL AS OTHER BEHAVIORAL HEALTH PROGRAMS. PEDIATRIC ASSOCIATES OF WYLIE 501 Woodbridge Pkwy Wylie TX 75098 PRIMARY CARE CENTER PEDIATRIC PRIMARY CARE DESOTO 2828 Duke of Gloucester Ste 106 DeSoto TX 75115 PRIMARY CARE CENTER SPECIALTY CENTER GRAPEVINE 8 PRESTIGE CIRCLE STE 101 ALLEN TX 75002 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER PROSPER 1300 Childrens Way Prosper TX 75078 OUTPATIENT SPECIALTY CARE CENTER PRIMARY CARE MANSFIELD 252 Matlock Rd 330 Mansfield TX 76063 PRIMARY CARE CENTER SPECIALTY CENTER MOCKINGBIRD 2 1250 W MOCKINGBIRD LN 500 DALLAS TX 75247 CENTER FOR PEDIATRIC DENTISTRY. SPECIALTY CENTER PARK CITIES 1643 LANCASTER DR STE 300 GRAPEVINE TX 76051 OUTPATIENT SPECIALTY CARE CENTER ANDREWS INSTITUTE FRISCO 6950 Stadium Ln Frisco TX 75033 OUTPATIENT SPECIALTY CARE CENTER PRIMARY CARE ELDORADO 2217 Eldorado Pkwy Mckinney TX 75070 PRIMARY CARE CENTER PRIMARY CARE PLANO (ARBOR HILLS) 6130 Parker Rd Bldg 1 Ste 410 Plano TX 75093 PRIMARY CARE CENTER SPECIALTY CENTER WAXAHACHIE 7010 PRESTON RD STE 240 FRISCO TX 75034 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER ALLEN 1540 N HWY 77 BLDG C STE 10 WAXAHACIE TX 75165 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER RICHARDSON 2455 RIDGE RD STE 255 ROCKWALL TX 75087 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER SOUTH ROCKWALL 1675 REPUBLIC PKWY SUITE 190 MESQUITE TX 75150 OUTPATIENT SPECIALTY CARE CENTER SLEEP DISORDERS CENTER PLANO 7120 Preston Rd Ste 200 Plano TX 75024 OUTPATIENT SPECIALTY CARE CENTER PRIMARY CARE FAIRVIEW 2730 country club rd Lucas TX 75002 PRIMARY CARE CENTER PRIMARY CARE PLANO - 15TH STREET 3105 West 15th St Ste D Plano TX 75075 PRIMARY CARE CENTER SLEEP DISORDERS CENTER DALLAS 3661 N PLANO RD STE 3500 RICHARDSON TX 75082 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER NORTH ROCKWALL 7000 WEST PLANO PKWY STE 210 PLANO TX 75093 OUTPATIENT SPECIALTY CARE CENTER SPECIALTY CENTER DESOTO 1005 W RALPH HALL PKWY STE 233 ROCKWALL TX 75032 OUTPATIENT SPECIALTY CARE CENTER Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (CONTINUED) Beyond ABC Road Show: Children's Health offers opportunities to present information gathered from the Beyond ABC report to community coalitions, non-profits, chambers of commerce and other groups to educate the community on issues and data associated with the state of children for Dallas County. In addition, Children's Health includes subject-matter experts on all four pillars - health, economic security, education and public safety - to also educate and share information on a particular topic stemming from the report. The goal is to present the data to community leaders in hopes of spearheading change and finding opportunities to collaborate. Medicaid/CHIP Outreach: The Children's Health CHIP and Medicaid outreach program helps families access low-cost or no-cost health insurance coverage through the Children's Health Insurance Program (CHIP) or Children's Medicaid, respectively. Both programs cover office visits, prescription drugs, dental care, eye exams, glasses and more. Dedicated outreach representatives help families apply for assistance throughout the community, whether it is at a child's school, library or other community-based location. In 2024, Children's Health directly served 578 unique families and 1,436 unique individuals by assisting with applications for state benefits, including CHIP/Medicaid enrollment. The outreach team reported more than 2,253 family encounters in the process. Children's Health Website: Our hospital web site, www.childrens.com, empowers parents with information about childhood illnesses, prevention, treatment and services available at our hospitals or locations. More than 813 common pediatric topics are addressed on the web site. Also available are interactive guides promoting healthy living. Children's Health has launched numerous renovations and technological improvements as well as expansion of programs designed to better serve our patient families and the community, including the following programs and/or capital projects: -Development of the School-Based Telemedicine Program, virtual health options for employees and families and telespecialty programs provide access points for families across town or across the state. * A new 4.9-million-square-foot Dallas pediatric campus, which will feature 552 beds, expanded NICU and ED capacity, new outpatient facilities, and a Level I pediatric trauma center * A fully renovated Pediatric Intensive Care Unit at Children's Medical Center Dallas. * Comprehensive Emergency Room renovation at Children's Medical Center Dallas. * Expansion of the Heart Center at Children's Health through the addition of cardiology providers to the Children's Health Care Network. * Expansion of the Children's Medical Center Plano patient tower. * Building of the Children's Health Specialty Center Prosper in Prosper, Texas. * Involvement in the Reimagine RedBird development. Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORT CHILDREN'S MEDICAL CENTER OF DALLAS AND CHILDREN'S MEDICAL CENTER PLANO ARE REQUIRED TO FILE A COMMUNITY BENEFIT PLAN AND REPORT WITH THE STATE OF TEXAS AS REQUIRED BY SENATE BILL 427. Schedule H, Part V, Section B, Line 16a FAP AVAILABILE WEBSITE https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support/full-financial-assistance-policy Schedule H, Part I, Line 6a Community benefit report prepared by related organization The Children's Health community benefit report is included as part of the organization's "BEYOND ABC" report, which is prepared by the Marketing & Communications department in collaboration with the Government & Community Relations department. Schedule H, Part I, Line 7g Subsidized Health Services NO PHYSICIAN CLINIC COSTS ARE INCLUDED IN THE SUBSIDIZED HEALTH SERVICES COMMUNITY BENEFIT EXPENSES. Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance Children's Health uses Worksheet 2 from the Form 990, Schedule H instructions to calculate the costs for Part I, Line 7 and ratio of patient care cost to charges attributable to community benefits. Schedule H, Part II Community Building Activities Children's Health is passionate about maintaining a vocal presence in legislative affairs on the local, state, and federal levels, and is at the forefront of advocacy efforts that impact the community at large, from booster seat and car safety measures to critical funding for health care providers. Additionally, Children's Health collaborates extensively with stakeholders in coalitions like the Children's Hospital Association of Texas and The Texas Hospital Association in Austin, Texas, as well as the Children's Hospital Association in Washington, D.C. Through these affiliations, Children's Health is better able to advocate for the development of an effective, comprehensive and appropriately funded health care system in Texas and across the country. Our behavioral health leaders are also active in state and local committees within the Children's Hospital Association focused on legislation to improve funding and services. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount Children's Health uses its cost accounting system and the actual costs that are written off by patient accounts to calculate the bad debt expense attributable to patients eligible under the organization's charity care policy. Children's rationale for including a portion of bad debt as community benefit is that bad debt expense should be treated as a community benefit as it is similar to other unreimbursed financial assistance, as reported in part i, line 7a, but for a different population (namely, those patients who would qualify for charity care if they completed the financial assistance application). Schedule H, Part III, Line 3 Bad Debt Expense Methodology CHILDREN'S HEALTH USES ITS COST ACCOUNTING SYSTEM AND THE ACTUAL COSTS THAT ARE WRITTEN OFF BY PATIENT ACCOUNTS TO CALCULATE THE BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY. CHILDREN'S Health's RATIONALE FOR INCLUDING PORTION OF BAD DEBT AS COMMUNITY BENEFIT IS THAT BAD DEBT EXPENSE SHOULD BE TREATED AS A COMMUNITY BENEFIT AS IT IS SIMILAR TO OTHER UNREIMBURSED FINANCIAL ASSISTANCE, AS REPORTED IN PART I, LINE 7A, BUT FOR A DIFFERENT POPULATION (NAMELY, THOSE PATIENTS WHO WOULD QUALIFY FOR CHARITY CARE IF THEY COMPLETED THE FINANCIAL ASSISTANCE APPLICATION). Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION'S FINANCIAL STATEMENTS DO NOT CONTAIN A BAD DEBT FOOTNOTE. CHILDREN's HEALTH HAS ADOPTED ASU 2014-09 WHICH TREATS THE PROVISION FOR DOUBTFUL ACCOUNTS AS AN IMPLICIT PRICE CONCESSION WITHIN NET PATIENT SERVICE REVENUE. THE PROVISION FOR DOUBTFULACCOUNTS IS NO LONGER SEPARATELY STATED AS A REDUCTION TO NET PATIENT SERVICE REVENUE. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Worksheet A from the as filed Medicare cost report and the IRS Schedule H instructions to determine Medicare allowable costs. SHORTFALLS ARISE FROM PAYMENTS THAT ARE LESS THAN THE COSTS TO PROVIDE THE SERVICES. THE SHORTFALLS SHOULD BE CONSIDERED COMMUNITY BENEFIT AS THEY MUST BE ABSORBED IN ORDER TO CONTINUE PROVIDING CARE TO OUR COMMUNITY. IT IS ALSO IMPLIED IN INTERNAL REVENUE SERVICE RULING 69-545 WHICH ESTABLISHED THE COMMUNITY BENEFIT STANDARD FOR TAX-EXEMPT HOSPITALS AND INDICATES THAT PARTICIPATION IN PUBLICLY-FINANCED PROGRAMS, SUCH AS MEDICARE, IS EVIDENCE THAT A HOSPITAL MEETS THE COMMUNITY BENEFITS STANDARD. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance As a part of Children's Health System of Texas (Children's Health), Children's Medical Center Dallas and Children's Medical Center Plano adheres to and follows Children's Health collection policy and practices. If a patient qualifies or is attempting to qualify for assistance under the Children's Health Financial Assistance Policy and is attempting in good faith to settle an outstanding bill by negotiating a reasonable payment plan or by making regular partial payments of a reasonable amount, the unpaid bill will not be sent to any collection agency or other assignee. Children's Health does not engage in extraordinary collection actions against patients to obtain payment of care. Schedule H, Part V, Section B, Line 16a FAP website A - CHILDREN'S MEDICAL CENTER PLANO: Line 16a URL: https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support; Schedule H, Part V, Section B, Line 16b FAP Application website A - CHILDREN'S MEDICAL CENTER PLANO: Line 16b URL: https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support; Schedule H, Part V, Section B, Line 16c FAP plain language summary website A - CHILDREN'S MEDICAL CENTER PLANO: Line 16c URL: https://www.childrens.com/patient-families/billing-and-insurance/financial-assistance-and-support; Schedule H, Part VI, Line 2 Needs assessment Children's Health has conducted a Community Health Needs Assessment (CHNA), with primary and secondary data included in the 2023-2024 Beyond ABC assessing the Well-Being of Children in North Texas counties of Dallas, Collin, Cooke, Denton, Fannin, Grayson and Tarrant (2023-2024 Beyond ABC), to ensure community benefit programs and resources are focused on significant health needs as perceived by the community at large, as well as alignment with the Children's Health mission, services, and strategic priorities. Since 1996, Children's Health has published Beyond ABC, a comprehensive report on the quality of life of children in North Texas. The report tracks not only health and safety factors, but also economic and education data. The Beyond ABC report is guided by a regional Advisory Board representing leaders in health care, education, philanthropy and social services across North Texas. In collaboration with the University of Texas at Dallas Institute for Urban Policy Research, the board ensures the report reflects both data and lived experience to inspire meaningful community action. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Children's Health makes extensive efforts to inform and educate patients and patient's families about eligibility for financial assistance. The Children's Health Financial Assistance Policy and financial assistance application are made widely available online and in print, along with a plain language summary of the financial assistance policy. The plain language summary of the financial assistance policy is provided at patient discharge. All three documents are available without charge and available in the primary languages spoken by Limited English Proficiency (LEP) populations. In addition, Children's Health financial counselors or customer service representatives work with patients' guardians/guarantors to ensure that all public and voluntary assistance programs are fully explored. Children's Health has a financial program for patients who are considered indigent and do not qualify for a federal or state program. The eligibility criteria for financial assistance is based upon federal poverty guidelines published annually. Patients eligible for financial assistance will have charges reduced to the lowest level charged to individuals who have insurance covering such care. Gross charges will not be used to calculate patient's bills. Schedule H, Part VI, Line 4 Community information Community Served by Children's Health System of Texas Children's Medical Center Dallas is located at 1935 Medical District Drive in Dallas, Texas, and is an academic medical center campus anchored by a 488-bed full-service hospital, including the only, free-standing pediatric hospital in North Texas to be designated a Level I Trauma Center. The city of Dallas is the county seat of Dallas County. The city of Dallas is one of the most populous cities in Texas, as well as the United States - expected to grow by nearly 700,000 children by 2050. Children's Medical Center Plano is a 212-bed full-service hospital with two specialty centers, including the Children's Health Andrews Institute for Orthopedics & Sports Medicine. Additionally, in Dec. 2024, Children's Health opened a 395,000-square-foot patient tower at Children's Medical Center Plano, adding 140 inpatient beds, nearly doubling ER capacity and establishing a Level III trauma center. The Plano ER is now the largest pediatric ER in the county. Identification and Description of Geographical Community The city of Dallas is the third largest city in Texas. The city of Dallas is accessible from I- 30, I-35e, I-45 and I-635. Patients primarily originate from Texas (98 percent). Collin county is the sixth-most populous county in Texas and includes two of the fastest growing cities in the nation - Frisco and McKinney. In 2024, Children's Health saw 174,077 unique patients from Dallas County. The system saw 337,253 unique patients and had 1,037,034 total patient encounters from the seven-county region that includes Dallas, Collin, Cooke, Denton, Fannin, Grayson and Tarrant counties. Community Population and Demographics In the past 10 years, from 2010 to 2020, the U.S. pediatric population fell by more than one million children. In that same timeframe, Texas' pediatric population increased by more than half a million. And more than 145,000 or about 29% of those additional Texas children are in the Dallas-Fort Worth metroplex. Currently, the pediatric population in the Dallas-Fort Worth region is almost 2.5 million, expected to grow by 700,000 children by 2050. Today, 25% of the population of Texas is age 17 or younger, meaning more than 1 out of every 4 people in our state is a child. Comparatively, 22% of the U.S. population is pediatric. Additionally, Collin County is one of the fastest-growing cities in the countries, with the population expected to double by 2060. More than 1.76 million children live in the six North Texas counties featured in the 2023 Beyond ABC report, including Dallas, Collin, Cooke, Denton, Fannin and Grayson counties. The child population in Dallas County decreased by almost 2,500 from 2017-2021. The percentage of non-Hispanic white children fell one percentage point, while the percentage of children of other or multiple races rose 10 points from 2017 to 2021. The percentage of Hispanic and/or Latino children remained constant at 53% of the child population. While about 1 in 5 Dallas County children live below the poverty line, stark differences are seen across racial and ethnic groups. Black and Hispanic and/ or Latino children had higher poverty rates, 27% and 24.8% respectively, while white non-Hispanic children had a rate below 10%. Service to The Community Children's Health has a longstanding commitment to the community - one that reaches beyond hospital walls and into schools, social-service organizations, corporate boardrooms, city halls and legislative chambers. A large part of the Children's Health mission to make life better for children is a commitment to serving as a voice for the voiceless - an advocate for the children who have no vote and no lobbying group to speak on their behalf. Children's Health devotes itself solely to caring for the complex medical needs of children. Children's Health provides patient care ranging from simple eye exams to specialized treatment in areas such as heart disease, hematology-oncology and cystic fibrosis. In addition, Children's Health is a major pediatric kidney, liver, intestine and heart transplant center. Through its established injury prevention, advocacy program and disease management programs, the hospital works diligently to educate the community so that no child has to ever come through our doors. Schedule H, Part VI, Line 5 Promotion of community health The mission of Children's Health System of Texas (Children's Health) is to make life better for children. With oversight from a board of directors comprised of individuals who are representative of the community served, Children's Health promotes health and benefits the community through its two licensed hospitals - Children's Medical Center Dallas and Children's Medical Center Plano. Children's Health medical staff is open to physicians in the community who meet all requirements outlined in the children's health medical and dental staff bylaws. Children's Health considers it a privilege and responsibility to serve as advocates for kids in Texas and across the country. Through programmatic initiatives, organizational partnerships and community events, Children's Health spreads its influence throughout the region and provides area children with much-needed access to a better quality of life. Whether that means establishing programs to increase services to the area's underserved children or fostering partnerships with existing organizations, Children's Health is committed to connecting families to the services they need. COMMUNITY OUTREACH Many families have reported that without in-school telehealth, they would not know where to go for minor health care needs, resorting to unnecessary Emergency Room visits for minor ailments such as runny noses, sore throats and coughs. In 2024 alone, the program facilitated over 1,500 telemedicine visits. This has a significant impact not only on the care provided, but also in reducing the cost and time associated with hospital visits; and reducing the number of patients in an Emergency Room that do not require emergency services. Safeguarding access to CHIP and Medicaid/increase the number of insured Texas children: Nearly two-thirds of the children we serve at children's health depend on Medicaid or CHIP for their health care coverage. children's health participates in the children's health coverage coalition that works on strategies to promote CHIP and children's Medicaid and reduce the number of uninsured children in the state. Dedicated outreach representatives at children's health help eligible families with children enroll in CHIP and Medicaid. In 2024, Children's Health directly served 578 unique families and 1,436 unique individuals by assisting with applications for state benefits, including CHIP /Medicaid enrollment. The outreach team reported more than 2,253 family encounters in the process. ensuring all working parents, including low-income families, have access to affordable, safe and quality childcare: children's health participates in the Collin County early childhood coalition and the Early matters Dallas coalition. these broad-based coalition groups are dedicated to raising awareness about the importance of quality early education, coordinating advocacy efforts and increasing funding for quality early learning. Combating Child Poverty: Children's Health serves as a member of the Dallas Coalition for Hunger Solutions, which is focused on providing education and advocacy opportunities for programs that impact food security for families such as the Supplemental Nutrition Assistance Program (SNAP), and the public charge. The Children's Health Community Relations team also helps eligible families and children enroll in other government assistance programs, such as SNAP and TANF, and provides referrals to additional community resources and services. Expanding trauma-informed care education, training and intervention throughout the child welfare system: The Rees-Jones Center for Foster Care Excellence at Children's Health provides integrated primary care for children in foster care, many of whom have experienced abuse and neglect. As a regional leader in trauma-informed care, the center collaborates with school districts, child welfare organizations and other community partners to facilitate trauma-informed trainings and curriculums for educators, providers, volunteers and caregivers. COMMUNITY-BASED PROGRAMMING In recent years, Children's Health has strengthened and expanded our community programs and services to catalyze wellness from the ground up, ultimately creating a healthier community. By working with community leaders and organizations to meet families where they are, we connect health care providers across the community to better integrate care for children. Children's Health encourages organizations to provide wellness programs and primary-care options in non-traditional locations such as neighborhood churches and community centers. These programs include school-based health care, Asthma Management, Get Up and Go Weight Management, Injury Prevention, Children's Health Andrews Institute for Orthopaedics & Sports Medicine, and CHIP/Medicaid Outreach and Community Forums. Asthma Management Program: The nationally certified Asthma Management Program at Children's Health has proven to reduce asthma-related Emergency Room visits, as well as school and work absences. This three- to six-month program helps children aged 18 and younger better manage their condition for more symptom-free sleep, learning and play. Children's Health Andrews Institute for Orthopedics & Sports Medicine: As the only institute of its kind in the region, Children's Health Andrews Institute is here to get athletes back on the field. Developed under the direction of nationally renowned orthopedic surgeon James Andrews, M.D., this state-of-the-art facility offers a full spectrum of services from orthopedic surgery, a same-day fracture clinic and spinal care to rehabilitation, performance training, nutrition plans, advanced imaging and diagnostics. Get Up and Go Weight Management Program: Designed by physicians and registered dieticians, Get Up and Go by Children's Health addresses the needs of children with high weight or obesity by creating awareness and understanding of how lifestyle choices affect health. This community-based initiative provides a wide range of free programs and services at several YMCA and community locations in Dallas, Denton and Collin counties to empower families in making lasting healthy lifestyle changes. The program also offers virtual options. Get Up & Go is a free, 10-week program that takes a team approach to achieving a healthy weight, encouraging both children and their families to set goals and learn together. Injury Prevention: Injury is the number one cause of death for kids, but the good news is injuries are preventable. With evidence-based education tools, both in the hospital and community, the Injury Prevention Service at Children's Health helps keep children safe from traumatic injuries. From car seat safety to water safety and firearm safety, our program provides educational materials and interactive events in both English and Spanish. School-Based Telehealth: School nurses can now connect students with health care providers right from school using School-Based Telehealth by Children's Health Virtual Care. As one of the fastest-growing telemedicine programs in the country, our School-Based Telehealth program has serves over 250 schools throughout across and has conducted nearly 20,000 visits since its inception. It has trained over 1,000 school nurses and maintains a 94% parent satisfaction rate. One early adopter school district reported an improved absenteeism rate by 2%, resulting in $500,000 in additional state funding. Child Psychiatric Access Network (CPAN): Administered with UTSW under the Texas Child Mental Health Care Consortium, we provided 2,301 consults to pediatric primary care providers who accessed our Child Psychiatry Access Network (CPAN) in 2024. This service provides real-time assistance of behavioral health resources and psychiatric consultation for primary care providers. This allows the provider to treat their patients' behavioral health needs in the scope of their practice during a standard medical visit. Use of this program by PCPs continues to increase year over year. Schedule H, Part VI, Line 6 Affiliated health care system Children's Health is the leading pediatric health care system in North Texas and has long been recognized as a leader in pediatric health. Children's Health campuses include Children's Medical Center Dallas, Children's Medical Center Plano and multiple Children's Health Specialty Centers. With its academic partner, UT Southwestern, Children's Medical Center Dallas is consistently recognized among the nation's best pediatric hospitals by U.S. News & World Report. Its commitment to excellence and providing outstanding care has resulted in being the only children's hospital in the region to be honored across all pediatric specialties for eight consecutive years, including Cancer, Cardiology & Heart Surgery, Behavioral Health, Diabetes & Endocrinology, Gastroenterology & GI Surgery, Neonatology, Nephrology, Neurology & Neurosurgery, Orthopedics, Pulmonology and Urology. Schedule H, Part VI, Line 7 State filing of community benefit report TX true UT Southwestern Medical College 5323 Harry Hines BLVD Dallas TX 75390 756002868 TX STATE GOV 1033041 BOOK Program Support Connecticut Children's Medical Center 282 Washington St Hartford CT 06106 060646755 501(c)(3) 10200 BOOK Program Support Texas Bleeding Disorders Camp Foundation 20212 Champion Forest Dr Suite 700-312 Spring TX 77379 462115460 501(c)(3) 7500 BOOK Program Support Children's Cancer Fund 4201 Spring Valley Ste 370 Dallas TX 75244 752113401 501(c)(3) 25000 BOOK Program Support Communities Foundation of Texas 5500 Caruth Haven Lane Dallas TX 752258146 750964565 501(c)(3) 7000 BOOK Program Support Black Tie Dinner Inc 3824 Cedar Springs 335 Dallas TX 752193737 752335996 501(c)(3) 10000 BOOK Program Support Dirk Nowitzki Foundation 5949 Sherry Lane Suite 920 Dallas TX 75225 900036829 501(c)(3) 7500 BOOK Program Support Crystal Charity Ball Sponsorship 3838 Oak Lawn Avenue Suite L150 Dallas TX 75219 756035893 501(c)(3) 25000 BOOK Program Support HEALTH AND HUMAN SERVICES COMMISSION 909 W 45TH STREET MAIL CODE 2064 AUSTIN TX 78751 742638006 TX State Gov 160000000 BOOK Program Support 9 0 May Smith Scholarship 13 65000 Women's Auxiliary Scholarship 7 21000 James J. Farnsworth Scholarship 12 12000 Grace Lee Scholarship 18 54000 Lisa Milonovich Scholarship 3 10500 Investing in Inclusion 2 6000 Assistance to Patients 1126 3577970 ASSISTANCE TO SICK CHILDREN WITH TOYS & EDUCATIONAL SUPPLIES 234311 1723095 FMV ASSISTANCE TO SICK CHILDREN WITH TOYS & EDUCATIONAL SUPPLIES: TOYS, BOOKS, EDUCATIONAL SUPPLIES AND CLOTHING Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds STANDARD POLICIES AND PROCEDURES FOR THE GRANT ADMINISTRATION PROCESS ARE ESTABLISHED FOR THE PURPOSE OF ASSISTING STAFF IN THEIR EFFORTS TO ADMINISTER GRANT PROGRAMS IN ACCORDANCE WITH THE RULES AND REGULATIONS GOVERNING THOSE PROGRAMS. IT IS THE RESPONSIBILITY OF THE PROJECT DIRECTOR TO MONITOR THAT THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. MAY SMITH SCHOLARS PROGRAM THE HERITAGE OF NURSING IS RICH AT CHILDREN'S HEALTH, WHICH TRACES ITS ROOTS BACK TO A CLINIC STARTED BY NURSE MAY FORSTER SMITH. THIS SCHOLARSHIP IS NAMED FOR NURSE SMITH, WHO BEGAN AN OPEN-AIR CLINIC FOR INFANTS IN 1913. THAT PIONEERING SPIRIT CONTINUES IN THE 21ST CENTURY. THE MAY SMITH SCHOLARS PROGRAM PROVIDES FINANCIAL ASSISTANCE FOR BACCALAUREATE STUDENTS INTERESTED IN PEDIATRIC NURSING. ELIGIBILITY: APPLICANTS MUST MEET ALL OF THE FOLLOWING CRITERIA TO BE ELIGIBLE TO APPLY FOR THIS SCHOLARSHIP: - BE A CURRENT SOPHOMORE OR JUNIOR UNDERGRADUATE BACCALAUREATE NURSING STUDENT. - HAVE A CUMULATIVE 3.0 GPA ON A 4.0 SCALE. NO EXCEPTIONS WILL BE MADE. AWARD DETAILS: - A LIMITED NUMBER OF SCHOLARSHIPS IN THE AMOUNT OF $5,000 WILL BE AWARDED EACH YEAR. - STUDENTS MAY REAPPLY EACH YEAR AS LONG AS THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA. - THE SCHOLARSHIPS WILL BE APPLIED TO TUITION, FEES, BOOKS, SUPPLIES AND EQUIPMENT REQUIRED FOR COURSE LOAD AT ACCREDITED, NONPROFIT FOUR-YEAR COLLEGES/UNIVERSITIES IN THE UNITED STATES. - STUDENTS MAY TRANSFER FROM ONE INSTITUTION TO ANOTHER AND RETAIN THE AWARD. WOMEN'S AUXILIARY SCHOLARSHIP PROGRAM THE WOMEN'S AUXILIARY TO CHILDREN'S MEDICAL CENTER OFFERS EDUCATIONAL SUPPORT TO NURSING AND ALLIED HEALTH STUDENTS WHO ARE REGISTERED FOR, OR CURRENTLY ENROLLED IN, AN ACCREDITED PROGRAM THROUGH THE EDUCATIONAL ASSISTANCE PROGRAM FOR NURSING AND ALLIED HEALTH STUDENTS. ELIGIBILITY: APPLICANTS MUST MEET ALL OF THE FOLLOWING CRITERIA TO BE ELIGIBLE TO APPLY FOR THIS SCHOLARSHIP: - BE A CURRENT JUNIOR, SENIOR OR GRADUATE STUDENT ENROLLED FULL OR PART-TIME IN AN ACCREDITED UNDERGRADUATE, OR GRADUATE, NURSING OR ALLIED HEALTH PROGRAM. - HAVE A CUMULATIVE 3.0 GPA ON A 4.0 SCALE. NO EXCEPTIONS WILL BE MADE. AWARD DETAILS: - A LIMITED NUMBER OF SCHOLARSHIPS IN THE AMOUNT OF $3,000 WILL BE AWARDED EACH YEAR. - STUDENTS MAY REAPPLY EACH YEAR AS LONG AS THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA. - THE SCHOLARSHIPS WILL BE APPLIED TO TUITION, FEES, BOOKS, SUPPLIES AND EQUIPMENT REQUIRED FOR COURSE LOAD AT ACCREDITED, NONPROFIT FOUR-YEAR COLLEGES/UNIVERSITIES IN THE UNITED STATES. - STUDENTS MAY TRANSFER FROM ONE INSTITUTION TO ANOTHER AND RETAIN THE AWARD. - INTERVIEWS WILL BE SCHEDULED FOR THOSE CANDIDATES WHO BEST MEET THE REQUIREMENTS OF THE PROGRAM. PANEL INTERVIEWS MAY BE SCHEDULED TO INCLUDE STAFF FROM THE STUDENT'S CHOSEN AREA OF STUDY. JAMES J. FARNSWORTH HEALTH CAREER SCHOLARSHIP PROGRAM THE JAMES J. FARNSWORTH HEALTH CAREER SCHOLARSHIP OFFERS EDUCATIONAL SUPPORT TO STUDENTS PLANNING CAREERS IN PEDIATRIC HEALTH CARE. THE SCHOLARSHIP IS NAMED IN HONOR OF JAMES J. FARNSWORTH AND WAS ESTABLISHED FROM GIFTS TO ENDOWMENTS MADE IN TRIBUTE TO MR. FARNSWORTH BY HIS FRIENDS AND COLLEAGUES. MR. FARNSWORTH SERVED AS PRESIDENT OF CHILDREN'S MEDICAL CENTER DALLAS, AS PART OF CHILDREN'S HEALTH, FOR MORE THAN 30 YEARS AND WAS A FELLOW IN THE COLLEGE OF HEALTHCARE EXECUTIVES. ELIGIBILITY: APPLICANTS MUST MEET ALL OF THE FOLLOWING CRITERIA TO BE ELIGIBLE TO APPLY FOR THIS SCHOLARSHIP: - BE A CURRENT SOPHOMORE, JUNIOR, SENIOR, OR GRADUATE STUDENT PLANNING A CAREER IN PEDIATRIC HEALTHCARE. - PREFERENCE WILL BE GIVEN TO STUDENTS WHO FALL INTO THE FOLLOWING CATEGORIES: - FORMER PATIENTS OF CHILDREN'S HEALTH - CURRENT FULL OR PART-TIME EMPLOYEES - FORMER OR CURRENT VOLUNTEERS AT CHILDREN'S HEALTH - PARENT IS EMPLOYED AT CHILDREN'S HEALTH - PARENT IS VOLUNTEER AT CHILDREN'S HEALTH - STUDENTS DEMONSTRATING STRONG ACADEMIC ACHIEVEMENT NO EXCEPTIONS WILL BE MADE. AWARD DETAILS: - A LIMITED NUMBER OF SCHOLARSHIPS IN THE AMOUNT OF $1,000 WILL BE AWARDED EACH YEAR. - STUDENTS MAY REAPPLY EACH YEAR AS LONG AS THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA. - THE SCHOLARSHIPS WILL BE APPLIED TO TUITION, FEES, BOOKS, SUPPLIES, AND EQUIPMENT REQUIRED FOR COURSE LOAD AT ACCREDITED, NONPROFIT FOUR-YEAR COLLEGES/UNIVERSITIES IN THE UNITED STATES. - STUDENTS MAY TRANSFER FROM ONE INSTITUTION TO ANOTHER AND RETAIN THE AWARD. GRACE LEE SCHOLARSHIP FOR CLINICAL EDUCATION: THE GRACE LEE SCHOLARSHIP FOR CLINICAL EDUCATION RECENTLY WAS ESTABLISHED IN HONOR OF GRACE LEE, A FORMER PATIENT AT CHILDREN'S HEALTH AND IN RECOGNITION OF THE EXEMPLARY CARE PROVIDED BY CLINICAL STAFF MEMBERS WHO CONTRIBUTED TO HER COMPREHENSIVE CARE. THE SCHOLARSHIP WILL PROVIDE FINANCIAL ASSISTANCE FOR THE CONTINUING EDUCATION OF CLINICAL EMPLOYEES WHO ARE DIRECT CAREGIVERS AT CHILDREN'S HEALTH. ELIGIBILITY: APPLICANTS MUST MEET ALL OF THE FOLLOWING CRITERIA TO BE ELIGIBLE TO APPLY FOR THIS SCHOLARSHIP: - BE A FULL-TIME CLINICAL EMPLOYEE OF CHILDREN'S HEALTH WITH TWO YEARS OF CONTINUOUS EMPLOYMENT AT CHILDREN'S HEALTH AS OF THE APPLICATION DEADLINE. - BE ENROLLED IN OR ACCEPTED INTO AN ACCREDITED HEALTHCARE EDUCATION PROGRAM. - BE RECOMMENDED BY AN IMMEDIATE SUPERVISOR OR DEPARTMENT DIRECTOR. - HAVE A CUMULATIVE 3.0 GPA ON A 4.0 SCALE. NO EXCEPTIONS WILL BE MADE. AWARD DETAILS: - A LIMITED NUMBER OF SCHOLARSHIPS IN THE AMOUNT OF $3,000 WILL BE AWARDED EACH YEAR. - STUDENTS MAY REAPPLY EACH YEAR AS LONG AS THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA. - THE SCHOLARSHIPS WILL BE APPLIED TO TUITION, FEES, BOOKS, SUPPLIES, AND EQUIPMENT REQUIRED FOR COURSE LOAD AT ACCREDITED, NONPROFIT TWO- OR FOUR-YEAR COLLEGES/UNIVERSITIES IN THE UNITED STATES. - STUDENTS MAY TRANSFER FROM ONE INSTITUTION TO ANOTHER AND RETAIN THE AWARD. LISA M. MILONOVICH SCHOLARSHIP PROGRAM THE LISA M. MILONOVICH SCHOLARSHIP FOR NURSING EDUCATION PROVIDES FINANCIAL ASSISTANCE TO SUPPORT THOSE CHOOSING NURSING AS A CAREER PATH AS WELL AS THOSE IN NURSING WHO WANT TO FURTHER THEIR EDUCATION. NAMED IN HONOR OF LISA M. MILONOVICH, A LONG-TIME, DEDICATED ADVANCED PRACTICE NURSE AT CHILDREN'S HEALTH, THE SCHOLARSHIP WAS ENDOWED BY LISA'S FAMILY AND MANY, MANY FRIENDS AND COLLEAGUES WHO GREATLY ADMIRED HER THIRST FOR KNOWLEDGE AND ACHIEVEMENTS IN NURSING. APPLICANTS MUST MEET ALL OF THE FOLLOWING CRITERIA TO BE ELIGIBLE FOR THIS SCHOLARSHIP: - BE A FULL-TIME OR PART-TIME CHILDREN'S HEALTH EMPLOYEE WITH ONE YEAR OF CONTINUOUS EMPLOYMENT. - MAINTAIN AN OVERALL GRADE-POINT AVERAGE OF 3.0 ON A 4.0 SCALE OR HAVE A CUMULATIVE 3.0 GPA PRIOR TO BEING ACCEPTED INTO AN ACCREDITED PROGRAM. - DEMONSTRATE FINANCIAL NEED AND A COMMITMENT TO PURSUE ADDITIONAL EDUCATION. RECIPIENTS MAY BE GRADUATING HIGH SCHOOL STUDENTS, NURSES' AIDES, LVNS, RNS, AND/OR THOSE SEEKING ADVANCED NURSING DEGREES. - COMMIT TO TWO YEARS OF ADDITIONAL EMPLOYMENT AT CHILDREN'S HEALTH AFTER COMPLETION OF THE EDUCATIONAL PROGRAM FOR WHICH THE SCHOLARSHIP WAS AWARDED. AWARD DETAILS: - SCHOLARSHIPS MAY NOT BE APPLIED TO ROOM AND BOARD AND CANNOT BE USED TO PURCHASE A LAPTOP IF NOT REQUIRED FOR ALL STUDENTS ATTENDING THE INSTITUTION OR COURSE. - A LIMITED NUMBER OF SCHOLARSHIPS UP TO $3,500 WILL BE AWARDED EACH YEAR. - STUDENTS MAY REAPPLY EACH YEAR AS LONG AS THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA. - THE SCHOLARSHIPS WILL BE APPLIED TO TUITION, FEES, BOOKS, SUPPLIES AND EQUIPMENT REQUIRED FOR COURSE LOAD AT ACCREDITED, NONPROFIT TWO- OR FOUR-YEAR COLLEGES/UNIVERSITIES IN THE UNITED STATES. - STUDENTS MAY TRANSFER FROM ONE INSTITUTION TO ANOTHER AND RETAIN THE AWARD. ASSISTANCE to Patients - Self Pay Patients' accounts were directly credited with assistance. X true true X X X X X true true false false false false false true false Christopher J Durovich President CEO 1957214 0 2220440 0 93755 0 23000 0 50853 0 4345262 0 0 0 Peter C Perialas Jr Former Officer 0 0 0 0 1000000 0 0 0 0 0 1000000 0 0 0 Kimberly Besse Chief People Officer 786888 0 1224000 0 1043402 0 203849 0 52610 0 3310749 0 966893 0 Matthew M Davis CME & CMC DALLAS ADMINISTRATOR 659315 0 903000 0 192525 0 219653 0 13901 0 1988394 0 172492 0 Robert S Fries Chief Financial Officer and Treasurer 744848 0 791000 0 132088 0 260688 0 51195 0 1979819 0 79646 0 Matthew Moore Chief External Relations Officer (Effective 3/25/24) 468885 0 246120 0 88670 0 154703 0 26603 0 984981 0 72795 0 Dane Peterson Chief Operating Officer 1165796 0 227700 0 26552 0 370252 0 35416 0 1825716 0 0 0 Lindsey Tyra Chief Strategy Officer (Effective 1/1/24) 626701 0 680360 0 84963 0 210017 0 24184 0 1626225 0 59904 0 Vanessa U Walls CME & CMC PLANO ADMINISTRATOR 625885 0 1003000 0 221630 0 221953 0 45230 0 2117698 0 164194 0 Amy Yeager Chief Legal Officer and Secretary 576430 0 870420 0 290740 0 206410 0 51780 0 1995780 0 244127 0 Chris Akeroyd EVP Chief Information Officer 404588 0 225000 0 69083 0 132444 0 37870 0 868985 0 66956 0 Jen Barrera EVP Strategic Initiatives 428912 0 629400 0 2085 0 129621 0 44927 0 1234945 0 0 0 Kathleen A Benner SVP Associate General Counsel 357674 0 231250 0 67606 0 75494 0 39902 0 771926 0 37124 0 Philip Bernard Chief Medical Information Officer 418280 0 250299 0 33702 0 80957 0 27596 0 810834 0 0 0 Tom M Burt HR Advisor 328949 0 640000 0 371267 0 69154 0 34408 0 1443778 0 364135 0 David D Campbell SVP Chief Learning Officer (Thru. 5/17/24) 89545 0 145968 0 695537 0 38437 0 23842 0 993329 0 0 0 Joe D Cavender Executive Advisor NPC 332736 0 324906 0 95997 0 97968 0 51030 0 902637 0 61538 0 Dai H Chung MD Chief Medical Executive 218345 764210 83073 290754 144 504 18760 65661 4828 16899 325150 1138028 0 0 Cassie Dike EVP CNO Dallas Market 419562 0 258960 0 27123 0 148909 0 13807 0 868361 0 0 0 Queen E Greene EVP HR Operations and Shared Services 375297 0 454000 0 60915 0 126840 0 28950 0 1046002 0 32583 0 Doris E Hunt Chief Compliance Officer 551592 0 861120 0 204203 0 197485 0 35938 0 1850338 0 151489 0 Jodi L Landon Executive Advisor NPC 373053 0 333760 0 101045 0 103770 0 28848 0 940476 0 68012 0 Ken Lee EVP Chief Investment Officer 537725 0 214588 0 57587 0 160877 0 39816 0 1010593 0 52388 0 Laran C O'Neill SVP Chief Advancement Officer 340987 0 222120 0 82885 0 78865 0 46569 0 771426 0 41602 0 Ben J Salinas EVP Dallas Market Operations 415674 0 258000 0 77503 0 155609 0 16768 0 923554 0 52238 0 Loyd D Skinner SVP Revenue Cycle 403740 0 243360 0 89409 0 104188 0 30715 0 871412 0 80773 0 Jean M Storey SVP Cardiac and Maternal Fetal and Neonatal Svcs 366100 0 216000 0 60971 0 79740 0 28750 0 751561 0 52976 0 Brad B Tate Campus Chief Medical Officer 411637 0 267240 0 58230 0 87902 0 46555 0 871564 0 0 0 Brian Wagers Chief Quality Officer 396759 0 240000 0 2426 0 75554 0 45594 0 760333 0 0 0 Tammy R Webb Chief Nurse Executive 500293 0 825000 0 188564 0 181661 0 26955 0 1722473 0 143478 0 Kim Cummings SVP Employee Experience (Thru. 8/2/24) 202900 0 341310 0 672091 0 51817 0 23617 0 1291735 0 0 0 Angela D Cupp EVP Finance 371903 0 219000 0 47992 0 125433 0 33745 0 798073 0 35453 0 Martie Huggins VP Planning Design Construction and Real Estate 297959 0 486300 0 29203 0 53394 0 19816 0 886672 0 0 0 Christopher Menzies VP Clinical Informatics 430654 0 146580 0 86250 0 109215 0 12998 0 785697 0 82567 0 Sue L Schell SVP Behavioral Health 325864 0 110250 0 288898 0 57187 0 41543 0 823742 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account THE TBA (TAXABLE BENEFIT ALLOWANCE) WAS DESIGNED TO PROVIDE EXECUTIVES WITH REIMBURSEMENT FOR TRAVEL RELATED EXPENSES BETWEEN CHST AND ITS AFFILIATES' LOCATIONS AND TO ACQUIRE SUPPLEMENTAL BENEFITS. THERE IS CURRENTLY ONLY ONE OFFICER WHO RECEIVES PAYMENTS FROM THE TBA. Schedule J, Part I, Line 4a Severance or change-of-control payment Peter Perialas - $1,000,000 David D. Campbell - $547,186 Kim Cummings - $496,200 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan EXECUTIVE DEFINED CONTRIBUTION RETIREMENT PLAN (EDCRP): EMPLOYEES WHO RECEIVED TAXABLE INCOME FROM THE EDCRP INCLUDE: Kim Besse - $966,893 Vanessa U. Walls - $164,194 Matthew M. Davis - $172,492 Amy R. Yeager - $244,127 Robert Fries - $79,646 Matt P. Moore - $72,795 Lindsey A. Tyra - $59,904 Doris E. Hunt - $151,489 Tammy R. Webb - $143,478 Tom M. Burt - $364,135 David D. Campbell - $124,785 Queen E. Greene - $32,583 Ken Lee - $52,388 Jodi L. Landon - $68,012 Joe D. Cavender - $61,538 Ben J. Salinas - $52,238 Brad B. Tate - $46,923 Loyd D. Skinner - $80,773 Chris Akeroyd - $66,956 Kathleen A. Benner - $37,124 Laran C. O'Neill - $41,602 Jean M. Storey - $52,976 Kim Cummings - $171,904 Sue L. Schell - $272,236 Christopher Menzies - $82,567 Angela D. Cupp - $35,453 EMPLOYEES WHO PARTICIPATED IN AND HAVE CONTRIBUTIONS TO THE EDCRP INCLUDE: Kim Besse - $180,849 Vanessa U. Walls - $198,953 Matthew M. Davis - $198,953 Amy R. Yeager - $185,710 Robert Fries - $236,942 Dane Peterson - $354,115 Matt P. Moore - $131,703 Lindsey A. Tyra - $189,317 Doris E. Hunt - $176,785 Tammy R. Webb - $160,961 Tom M. Burt - $46,154 Jen Barrera - $115,821 David D. Campbell - $17,452 Queen E. Greene - $106,615 Ken Lee - $143,365 Jodi L. Landon - $80,770 Joe D. Cavender - $74,968 Ben J. Salinas - $132,771 Brad B. Tate - $64,902 Loyd D. Skinner - $83,488 Cassie Dike - $133,273 Philip Bernard - $67,157 Chris Akeroyd - $113,365 Kathleen A. Benner - $55,282 Laran C. O'Neill - $58,819 Jean M. Storey - $56,740 Brian Wagers - $61,754 Kim Cummings - $31,806 Martie Huggins - $39,554 Sue L. Schell - $37,122 Christopher Menzies - $86,215 Angela D. Cupp - $102,433 Schedule J, Part I, Line 7 Non-fixed payments SEE SCHEDULE O, LINE 15 FOR NON-FIXED PAYMENTS Schedule J, Part II UNRELATED COMPENSATION THE COMPENSATION REPORTED FOR DAI H CHUNG, MD IS PAID BY THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, AN UNRELATED ORGANIZATION. A NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION 261604618 645424AV4 2017-12-28 365809775 SEE PART VI false false false A 30990000 0 365809775 0 0 0 0 0 0 54002458 311807317 2020 false true true true A false true false false true false 0.0016 0.0 0.0016 false false 0 false true A false false false true false false 0 false false false 0 false false true A true Schedule K, Part I, Column (f) COLUMN (F) THE PURPOSE OF THE ISSUE WAS TO ADVANCE REFUND THE SERIES 2012 BONDS DATED: 06/21/2012; TO ADVANCE REFUND THE SERIES 2009 BONDS DATED: 07/01/2009; AND TO FINANCE OR REFINANCE CERTAIN CAPITAL PROJECTS. Schedule K, Part II, Line 11 COLUMN A THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. Schedule K, Part III, Line 3d COLUMN A THESE ANSWERS ARE MARKED NO BECAUSE BOND COUNSEL DOES NOT REVIEW THESE AGREEMENTS, BUT THE AGREEMENTS ARE REVIEWED BY INTERNAL COUNSEL AND COMPLIANCE SPECIALIST TO ENSURE COMPLIANCE WITH THE SAFE HARBOR GUIDELINES. Schedule K, Part IV, Line 2c COLUMN A A REBATE COMPUTATION WAS COMPLETED ON 12/28/2022 WITH NO REBATE BEING DUE. Schedule K, Part IV, Line 2c COLUMN A Issuer name: NEW HOPE CULTURAL EDUCATION FACILITIES FINANCE CORPORATION The calculation for computing no rebate due was performed on 12/28/2022 Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED) we've grown into a private, not-for-profit network delivering exceptional care through two full-service hospitals and an expanding system of specialty, urgent, primary and virtual care - meeting families where they are. Beyond treatment, we lead in advocacy, education and research as the pediatric teaching hospital for UT Southwestern, shaping the future of pediatric medicine one child, one breakthrough and one generation at a time. Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION (CONTINUED) Children's Medical Center Plano: A 212-licensed-bed full-service hospital with a new patient tower, expanded Emergency Department, Level III trauma designation and two specialty centers, including the Children's Health Andrews Institute for Orthopedics & Sports Medicine. As the official pediatric teaching hospital for UT Southwestern Medical Center, Children's Health offers access to world-renowned faculty, transformative biomedical research and leading-edge treatments. In 2024, Children's Health and UT Southwestern broke ground on a new $5 billion Dallas campus, one of the largest pediatric hospitals in the nation, with more than 4.7 million square feet of construction, three new towers and 552 beds. Our mission, to make life better for children, extends beyond our walls, meeting families where they live, learn and play. With more than 50 pediatric specialty and subspecialty programs, more than 1,800 medical and dental staff and a culture of excellence, we deliver the highest quality, family-centered care. In 2024, Children's Health served 337,253 unique patients and recorded 1,037,034 patient visits. Recognitions and Awards: Children's Health is Magnet recognized for nursing excellence, the highest national honor for professional nursing practice, earned by less than 10 percent of U.S. hospitals. Only 3 percent of all U.S. hospitals have maintained Magnet through four consecutive appraisal cycles. We are consistently honored as an employer of choice, including the Gallup Exceptional Workplace Award, Great Place to Work Certification, Forbes Best Large Employers, Forbes America's Best-in-State Employers, USA Today Top Workplaces, Becker's "150 Top Places to Work in Healthcare" for 12 consecutive years, The Dallas Morning News Top Workplaces, Most Innovative Companies in 2024 and Best Place for Working Parents from 2022 through 2024. Form 990, Part VI, Line 15a & 15B - PROCESS TO ESTABLISH COMPENSATION THE CHILDREN'S HEALTH SYSTEM OF TEXAS (CHST) PROCESS FOR DETERMINING EXECUTIVE COMPENSATION IS AS FOLLOWS: THE HUMAN RESOURCES COMMITTEE (COMMITTEE) OF THE CHST BOARD IS RESPONSIBLE FOR SETTING THE COMPENSATION FOR EXECUTIVES. THE COMMITTEE IS COMPRISED OF INDEPENDENT, NON-EMPLOYEE DIRECTORS. A WRITTEN COMPENSATION PHILOSOPHY HAS BEEN DEVELOPED BY THE HUMAN RESOURCES COMMITTEE FOR TIMELINESS AND APPROPRIATENESS AND DEFINES THE DESIRED PEER GROUPS FOR COMPENSATION SURVEYS. THE HR COMMITTEE ENGAGES THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT FOR EXECUTIVE COMPENSATION. COMPENSATION PROGRAM COMPONENTS: THE ELEMENTS OF TOTAL COMPENSATION PROVIDED TO CHST EXECUTIVES INCLUDE: - CASH COMPENSATION (I.E., BASE SALARY, SHORT-TERM AND LONG-TERM INCENTIVE COMPENSATION, AND/OR OTHER CASH COMPENSATION), DETERMINED IN CONSIDERATION OF COMPETITIVE MARKET PRACTICES, ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE, RECRUITMENT AND RETENTION CONSIDERATIONS, AND OTHER RELEVANT FACTORS. - STANDARD BENEFITS, ASSISTING IN EACH EXECUTIVE'S MEDICAL, DENTAL, DISABILITY, LIFE INSURANCE, TIME OFF, AND RETIREMENT NEEDS, REFLECTIVE OF THE EMPLOYMENT STATUS (I.E., FULL OR PART TIME) OF THE EXECUTIVE. - SUPPLEMENTAL BENEFITS, INCLUDING SUPPLEMENTAL INSURANCE, RETIREMENT BENEFITS, AND/OR OTHER SUPPLEMENTAL BENEFITS DETERMINED BY THE COMMITTEE TO BE APPROPRIATE AND REASONABLE IN RELATION TO MARKETPLACE PRACTICES. COMPENSATION AND BENEFITS DECISIONS ARE MADE IN CONSIDERATION OF EACH EXECUTIVE'S POSITION, RESPONSIBILITIES, SKILLS, EFFORT, AND PERFORMANCE, IN RELATION TO DOCUMENTED PRACTICES WITHIN THE APPROPRIATE COMPARATOR GROUP(S). PEER GROUP: THE COMMITTEE HAS DEFINED ITS PRIMARY PEER GROUP FOR EXECUTIVES AS NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS SIMILAR IN SIZE, STRUCTURE, AND COMPLEXITY. THIS GROUP WILL INCLUDE LEADING PEDIATRIC HEALTH SYSTEMS AS WELL AS INTEGRATED HEALTH SYSTEMS AND ACADEMIC MEDICAL CENTERS. - DATA WILL BE COMPILED IN A MANNER CONSISTENT WITH THE IRS INTERMEDIATE SANCTIONS RULES OF FEDERAL TAX LAW, TO REFLECT WHAT IS DINARILY PAID TO LIKE EXECUTIVES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES." - IN CERTAIN CIRCUMSTANCES, MARKET DATA FROM ADDITIONAL COMPARATOR GROUPS (E.G., RESEARCH INSTITUTIONS, INSURANCE INDUSTRY, AND GENERAL INDUSTRY COMPANIES) MAY ALSO BE REFERENCED. - THE SPECIFIC NATURE OF THE ROLE AT CHST WILL BE CONSIDERED WHEN ADDING COMPARATOR GROUPS OUTSIDE OF THE PRIMARY PEER GROUP, AND THE COMMITTEE WILL DISCUSS AND AGREE ON THE APPROPRIATENESS OF ADDING COMPARATOR GROUPS WHENEVER THE SPECIFIC NATURE OF THE CHST ROLE REQUIRES ADDITIONAL COMPARATOR GROUPS TO BE USED. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons AMY YEAGER AND ROBERT FRIES - Business relationship, AMY YEAGER and LINDSEY TYRA - Business relationship, AMY R. YEAGER, DAI. H CHUNG, DORIS HUNT, MATTHEW DAVIS AND ROBERT S. FRIES - Business relationship, AMY R. YEAGER, VANESSA WALLS, AND ROBERT S. FRIES - Business relationship, CHRISTOPHER J. DUROVICH, AND ROBERT S. FRIES - Business relationship, Dane Peterson AND VANESSA WALLS - Business relationship, AMY YEAGER, LINDSEY TYRA, AND ROBERT FRIES - Business relationship, AMY YEAGER, MATTHEW DAVIS, AND ROBERT FRIES - Business relationship, AMY R. YEAGER AND VANESSA WALLS - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT OF THE FORM 990 IS PRESENTED TO THE CHST AUDIT COMMITTEE FOR REVIEW. A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE CHST DIRECTORS THROUGH OUR BOARD PORTAL BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy OFFICERS, DIRECTORS, AND KEY EMPLOYEES RECEIVE ANNUALLY A COPY OF THE CHILDREN'S HEALTH STATEMENT OF INTEREST FORM TO COMPLETE. DISCLOSURES MADE ARE REVIEWED BY THE CHST LEGAL DEPARTMENT AND THE CHIEF COMPLIANCE OFFICER, WHO ARE AUTHORIZED UNDER THE CHILDREN'S HEALTH CONFLICT OF INTEREST POLICY TO MAKE DETERMINATIONS UNDER THE POLICY REGARDING PERSONS WHO ARE MEDICAL STAFF MEMBERS OR EMPLOYEES OF CHILDREN'S HEALTH AND ITS AFFILIATES. DISCLOSURES MADE BY SENIOR OFFICERS (AS DEFINED IN THE POLICY) ARE REVIEWED BY THE COMPLIANCE OFFICER, THE CHIEF LEGAL OFFICER, AND CHST'S PRESIDENT AND CHIEF EXECUTIVE OFFICER TO DETERMINE IF A CONFLICT EXISTS. DISCLOSURES MADE BY DIRECTORS OF CHST AND ITS AFFILIATES, AS WELL AS BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF CHST, ARE DISCUSSED AS NECESSARY WITH THE APPROPRIATE DELEGATED BOARD COMMITTEE AND, IF REQUIRED PURSUANT TO THE POLICY, BY THE APPROPRIATE BOARD OF DIRECTORS AT MEETINGS TO DETERMINE IF FURTHER ACTION IS NEEDED. A STATEMENT OF INTEREST MUST BE COMPLETED ANNUALLY AND BOARD MEMBERS ARE REQUESTED TO REPORT CHANGES IF THEY OCCUR. A COMMITTEE OR BOARD MEMBER WITH A POTENTIAL CONFLICT IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS REGARDING THE TRANSACTION IN QUESTION AND WILL RECUSE THEMSELVES FROM VOTING. Form 990, Part VI, Line 19 Required documents available to the public IRC SECTION 6104 DOES NOT REQUIRE DISCLOSURE OF THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS. THE CERTIFICATE OF FORMATION, CONSOLIDATED FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONSULTING & PROFESSIONAL FEES - Total Expense: 33916330, Program Service Expense: 23084544, Management and General Expenses: 10831786, Fundraising Expenses: ; CONTRACT MEDICAL - Total Expense: XXX-XX-XXXX, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: , Fundraising Expenses: ; CONTRACT SERVICES - Total Expense: 64286798, Program Service Expense: 43758854, Management and General Expenses: 20527944, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PHMS Changes in Net Assets - -3886394; Transfers to/from CMCF - 100009400; Net Assets - CMCF - Unrestricted & Temp Restricted - XXX-XX-XXXX; Net Assets - CMCF - Endowment - 13502931; Net Assets changes - other - -1021063665; Special purpose grants - 2000286; Intercompany Net Asset Transfers - -XXX-XX-XXXX; Noncontrolling Int in Joint Venture - -1546602; CHST Investment Holdings - Impairment Loss - -21989380; Total - -1249295312; FORM 990, PART VI, LINE 8B COMMITTEES Children's Health System of Texas Board of Directors has established four standing committees, which have the authority to act for and on behalf of the CHST Board of Directors to fulfill the responsibilities designated in their respective committee charters. The CHST Board of Directors has established two special committees that do not have delegated authority; however, the special committees provide oversight as provided for in their respective charters. Written minutes are prepared and maintained for all Board of Directors and board committee meetings, and actions by written consent are also prepared and maintained as they occur. 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