TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (EIN 75-0818178)
Tax period: 2022-10-01 to 2023-09-30
Filed: 2024-08-15
IRS object ID: 202402289349303555
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule H
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-15T15:14:45+00:00	ReturnTs
Tax Period End	2023-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Forvis Mazars LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	14241 Dallas Parkway Suite 1100	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75254	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750818178	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Texas Scottish Rite Hospital for Crippled Children	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TEXA	BusinessNameControlTxt
Phone	2145595000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 Welborn St	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Robert L Walker	PersonNm
Person Title	President & CEO	PersonTitleTxt
Phone	2145595000	PhoneNum
Signature	2024-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Michael J Engle	PreparerPersonNm
PTIN	P00482834	PTIN
Phone	9727028262	PhoneNum

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	Texas Scottish Rite Hospital for Children	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Robert L Walker	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 Welborn St	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$634,561,163	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.scottishriteforchildren.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1921	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	Improving the lives of children with orthopedic related conditions through patient care, research and education.	ActivityOrMissionDesc
Voting Members Governing Body	34	VotingMembersGoverningBodyCnt
Voting Members Independent	34	VotingMembersIndependentCnt
Total Employee	1419	TotalEmployeeCnt
Total Volunteers	325	TotalVolunteersCnt
Total Gross UBI	$866,574	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$52,522,335	PYContributionsGrantsAmt
CY Contributions Grants	$23,941,841	CYContributionsGrantsAmt
PY Program Service Revenue	$97,311,930	PYProgramServiceRevenueAmt
CY Program Service Revenue	$105,061,776	CYProgramServiceRevenueAmt
PY Investment Income	$140,364,806	PYInvestmentIncomeAmt
CY Investment Income	$67,140,690	CYInvestmentIncomeAmt
PY Other Revenue	$225,274,644	PYOtherRevenueAmt
CY Other Revenue	$202,310,411	CYOtherRevenueAmt
PY Total Revenue	$515,473,715	PYTotalRevenueAmt
CY Total Revenue	$398,454,718	CYTotalRevenueAmt
PY Grants And Similar Paid	$892,406	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,971,900	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$136,675,666	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$149,352,312	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$10,676,780	CYTotalFundraisingExpenseAmt
PY Other Expenses	$111,614,088	PYOtherExpensesAmt
CY Other Expenses	$124,512,520	CYOtherExpensesAmt
PY Total Expenses	$249,182,160	PYTotalExpensesAmt
CY Total Expenses	$276,836,732	CYTotalExpensesAmt
PY Revenues Less Expenses	$266,291,555	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$121,617,986	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,378,125,210	TotalAssetsBOYAmt
Total Assets EOY	$3,717,133,456	TotalAssetsEOYAmt
Total Liabilities BOY	$140,818,700	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$129,786,847	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,237,306,510	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,587,346,609	NetAssetsOrFundBalancesEOYAmt
Mission	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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$184,268,067	ExpenseAmt
Grant	$2,971,900	GrantAmt
Revenue	$125,204,843	RevenueAmt
Desc	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. 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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$17,443,633	ExpenseAmt
Desc	RESEARCH THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH, IS MADE UP OF SIX CENTERS OF EXCELLENCE SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND FOOT DISORDERS, HIP DISORDERS, LIMB LENGTH AND RECONSTRUCTION, HAND DIFFERENCES AND SPORTS MEDICINE SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES. HOSPITAL RESEARCHERS HAVE STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN, WHICH HAVE GENERATED MORE THAN 50 PATENTS. THEY HAVE MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE, INCLUDING DISCOVERING THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS AND TWO MORE GENETIC MARKERS OF THE CONDITION. THROUGH RESEARCH, NEW DEVICES AND TREATMENT SYSTEMS HAVE BEEN CREATED, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM. HOSPITAL RESEARCHERS HAVE STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN, WHICH HAVE GENERATED MORE THAN 25 PATENTS. THEY HAVE MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE, INCLUDING DISCOVERING THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS AND TWO MORE GENETIC MARKERS OF THE CONDITION. THROUGH RESEARCH, NEW DEVICES AND TREATMENT SYSTEMS HAVE BEEN CREATED, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,567,274	ExpenseAmt
Desc	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 TRAINING PROGRAMS IN NEUROLOGY, RHEUMATOLOGY, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES. AFFILIATION PROGRAMS IN NURSING, PHYSICAL THERAPY, PROSTHETICS AND OTHER DISCIPLINES ALSO EXIST.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$210,278,974	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	297	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1419	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	Yes (true)	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	34	GoverningBodyVotingMembersCnt
Independent Voting Member	34	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jennifer Deason	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2145597862	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 Welborn	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GUY F STOVALL JR
VICE PRESIDENT & ASST TREASURER	3.0	0	Yes (X)	Yes (X)	$0	$0	$0
HAROLD D CARTER
VICE CHAIRMAN	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
JAMES E LANEY
VICE PRESIDENT & TREASURER	3.0	0	Yes (X)	Yes (X)	$0	$0	$0
LYNDON L OLSON JR
CHAIRMAN	6.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
M DOUGLAS ADKINS
VICE CHAIRMAN	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
RONALD L SKAGGS
VICE PRESIDENT & SECRETARY	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
BERT VERNON MASSEY II
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
BRACK JONES JR
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
BRADY G ELLIOTT
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
CLAUDE O ERVIN
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
DAN F DAVIDSON
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
DONNY BROUGHTON
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
DOUGLAS S MAXEY
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
H FINLAY WATKINS
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
JAMES C PENN
DIRECTOR	4.0	1.0	Yes (X)		$0	$0	$0
JAMES D NYFELER SR
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
JAMES F CHAMBERS
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
JAMES L WILLIAMS
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
JEFF W SMITH
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
JOE H TYDLASKA
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
JOHN E WOOD
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
JOSEPH M DEALEY JR
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
KENNETH C CURRY
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
KIM J ASKEW
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
MICHAEL K PICKENS
DIRECTOR	4.0	0	Yes (X)		$0	$0	$0
MICHAEL L WIGGINS PhD
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
PATSY WOODS MARTIN
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
RALPH WAYNE
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
RONALD L CARTER
DIRECTOR	4.0	1.0	Yes (X)		$0	$0	$0
RUSSELL C BROWN
DIRECTOR	4.0	1.0	Yes (X)		$0	$0	$0
STEPHEN F CROSS
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
W EUGENE BROOKSHIRE
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
W M GOWER
DIRECTOR	3.0	0	Yes (X)		$0	$0	$0
W VERNON BURKE JR
DIRECTOR	3.0	1.0	Yes (X)		$0	$0	$0
ANGIE E BUCKMEIER
VP, CNO	40.0	0		Yes (X)	$227,455	$0	$21,220
ASHLEY C GIVENS
VP DEVELOPMENT & EVENTS	40.0	0		Yes (X)	$170,155	$0	$75,537
DONALD E KATZ
VP FACILITIES & PROCESS DESIGN	40.0	0		Yes (X)	$352,152	$0	$230,726
FREDRIC D RICHMOND
SR VP, CHIEF INVESTMENT OFFICER	40.0	0		Yes (X)	$569,967	$0	$47,217
JENNY J JOHNSON
VP REVENUE CYCLE	40.0	0		Yes (X)	$227,447	$0	$33,987
JEREMY L HOWELL
VP North Campus	40.0	0		Yes (X)	$286,077	$0	$55,021
KRIS L KEEVER-SMITH
VP INVESTMENTS	39.0	1.0		Yes (X)	$339,572	$0	$231,589
LESLIE A CLONCH JR
VP & CHIEF INFORMATION OFFICER	40.0	0		Yes (X)	$517,051	$0	$57,831
LORI L DALTON
SR VP & GENERAL COUNSEL	37.0	3.0		Yes (X)	$597,634	$0	$56,988
MARK G BATEMAN End 0923
SR VP, PUBLIC RELATIONS	40.0	0		Yes (X)	$491,326	$0	$44,665
MARK RIORDAN Start 0923
SVP PUBLIC RELATIONS	40.0	0		Yes (X)	$0	$0	$0
MATTHEW S CHANCE
SR VP, COO	40.0	0		Yes (X)	$585,501	$0	$55,342
MICHELLE C HAYS Start 0223
SVP/CFO	38.0	2.0		Yes (X)	$0	$0	$0
ROBERT L WALKER
PRESIDENT & CEO	38.0	2.0		Yes (X)	$1,453,410	$0	$37,541
STEPHANIE K BRIGGER
VP DEVELOPMENT	40.0	0		Yes (X)	$270,492	$0	$211,473
BRANDON A RAMO MD
CHIEF QUALITY OFFICER	39.0	1.0			$830,068	$38,000	$57,831	Yes (X)
DANIEL J SUCATO MD MS
CHIEF OF STAFF	39.0	1.0			$1,354,180	$18,100	$627,718	Yes (X)
KARL E RATHJEN MD
ASST COS	30.0	2.0			$645,317	$6,100	$199,566	Yes (X)
PHILIP L WILSON MD
ASST COS/MED DIR NORTH CAMPUS	38.0	2.0			$842,482	$48,800	$266,551	Yes (X)
ANTHONY I RICCIO MD
ORTHOPEDIC SURGEON	39.0	1.0			$796,404	$40,200	$62,831		Yes (X)
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	39.0	1.0			$848,426	$54,050	$56,581		Yes (X)
JAYSSON BROOKS MD
ORTHOPEDIC SURGEON	39.0	1.0			$795,147	$38,000	$37,262		Yes (X)
MEGAN JOHNSON MD
ORTHOPEDIC SURGEON	39.0	1.0			$799,301	$38,000	$55,081		Yes (X)
ROBERT L WIMBERLY MD
ORTHOPEDIC SURGEON	39.0	1.0			$794,933	$41,900	$62,581		Yes (X)
BENJAMIN S RICHARDS III MD End 0621
FRM CHIEF MEDICAL OFFICER	0.0	0.0			$143,238	$0	$165,038			Yes (X)
CHARLES E JOHNSTON II MD End 0421
FRM ASST CHIEF OF STAFF	0.0	0.0			$206,531	$0	$220,585			Yes (X)
DEBRA A SAYLES End 1221
FRM VP, CNO	0.0	0			$282,782	$0	$10,598			Yes (X)
JOHN A HERRING End 0820 MD
CHIEF OF STAFF EMERITUS	0.0	0.0			$175,658	$0	$307,715			Yes (X)
TAMMIE L SIBLEY End 0722
FRM SR VP & CFO	0.0	0.0			$405,046	$0	$27,004			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$15,007,752	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$323,150	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,316,079	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	306	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
HC Beck Ltd
1601 Elm Street	Dallas	TX	75201	Construction	$23,207,982
UT Southwestern Medical Center
5323 Harry Hines Blvd	DALLAS	TX	753909029	MEDICAL SERVICES	$2,594,488
Grant Thornton LLP
1717 Main Street	Dallas	TX	75201	Professional Services	$554,802
Ernst & Young US LLP
200 Plaze Drive	Secaucus	NJ	07094	Professional Services	$517,549
Sharon Jean Larson
120 San Bernard Drive	Irving	TX	75039	Consulting Services	$504,963

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	28	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,720,844	FundraisingAmt
Related Organizations	$59,750	RelatedOrganizationsAmt
Government Grants	$634,830	GovernmentGrantsAmt
All Other Contributions	$21,526,417	AllOtherContributionsAmt
Noncash Contributions	$2,925,879	NoncashContributionsAmt
Total Contributions	$23,941,841	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET OUTPATIENT REVENUE	622310	$69,042,982	$69,042,982
Net INPATIENT REVENUE	622310	$28,682,411	$28,682,411
OTHER PATIENT RELATED REVENUE	622310	$7,336,383	$7,336,383

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$105,061,776	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$103,060,583	TotalRevenueColumnAmt
Unrelated Business Revenue	-$405,214	UnrelatedBusinessRevenueAmt
Exclusion	$103,465,797	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$179,884,243	TotalRevenueColumnAmt
Exclusion	$179,884,243	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$565,470	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$565,470	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$565,470	TotalRevenueColumnAmt
Exclusion	$565,470	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$195,219,612	SecuritiesAmt
Other	$313,664	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$231,438,086	SecuritiesAmt
Other	$14,083	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$36,218,474	SecuritiesAmt
Other	$299,581	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$35,919,893	TotalRevenueColumnAmt
Unrelated Business Revenue	$26,982	UnrelatedBusinessRevenueAmt
Exclusion	-$35,946,875	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$454,880	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,720,844	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$841,592	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$386,712	TotalRevenueColumnAmt
Exclusion	-$386,712	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$20,000	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,000	TotalRevenueColumnAmt
Exclusion	$20,000	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$5,665,038	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$3,812,684	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,852,354	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,012,817	UnrelatedBusinessRevenueAmt
Exclusion	$839,537	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SURFACE DAMAGE/WATER SALES	110000	$19,030,041	$19,030,041
CAFETERIA/CATERING SALES	722310	$764,139	$764,139
CONTRACTED SRV WITH UTSW	900099	$391,103	$391,103

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$189,773	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$42,216	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$231,989	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$20,375,056	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$398,454,718	TotalRevenueColumnAmt
Related Or Exempt Func Income	$125,204,843	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$866,574	UnrelatedBusinessRevenueAmt
Exclusion	$248,441,460	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,971,900	TotalAmt
Program Services	$2,971,900	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$12,412,973	TotalAmt
Program Services	$4,438,603	ProgramServicesAmt
Management And General	$6,326,873	ManagementAndGeneralAmt
Fundraising	$1,647,497	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$109,752,678	TotalAmt
Program Services	$92,828,150	ProgramServicesAmt
Management And General	$13,963,382	ManagementAndGeneralAmt
Fundraising	$2,961,146	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,714,504	TotalAmt
Program Services	$6,715,367	ProgramServicesAmt
Management And General	$788,500	ManagementAndGeneralAmt
Fundraising	$210,637	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$12,703,168	TotalAmt
Program Services	$11,885,684	ProgramServicesAmt
Management And General	$369,183	ManagementAndGeneralAmt
Fundraising	$448,301	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,768,989	TotalAmt
Program Services	$5,721,027	ProgramServicesAmt
Management And General	$850,697	ManagementAndGeneralAmt
Fundraising	$197,265	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$568,074	TotalAmt
Program Services	$45	ProgramServicesAmt
Management And General	$568,029	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$758,776	TotalAmt
Management And General	$758,776	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$93,294	TotalAmt
Management And General	$93,294	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,996,248	TotalAmt
Management And General	$9,996,248	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$12,550,715	TotalAmt
Program Services	$6,578,758	ProgramServicesAmt
Management And General	$5,631,055	ManagementAndGeneralAmt
Fundraising	$340,902	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,903,928	TotalAmt
Program Services	$819,779	ProgramServicesAmt
Management And General	$1,586,200	ManagementAndGeneralAmt
Fundraising	$2,497,949	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,235,230	TotalAmt
Program Services	$4,075,261	ProgramServicesAmt
Management And General	$1,447,600	ManagementAndGeneralAmt
Fundraising	$712,369	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$14,382,820	TotalAmt
Program Services	$11,932,520	ProgramServicesAmt
Management And General	$2,009,748	ManagementAndGeneralAmt
Fundraising	$440,552	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,972,133	TotalAmt
Program Services	$7,806,838	ProgramServicesAmt
Management And General	$938,453	ManagementAndGeneralAmt
Fundraising	$226,842	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,597,654	TotalAmt
Program Services	$1,344,921	ProgramServicesAmt
Management And General	$238,412	ManagementAndGeneralAmt
Fundraising	$14,321	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$389,188	TotalAmt
Program Services	$310,300	ProgramServicesAmt
Management And General	$71,469	ManagementAndGeneralAmt
Fundraising	$7,419	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,666,294	TotalAmt
Program Services	$21,177,170	ProgramServicesAmt
Management And General	$3,765,972	ManagementAndGeneralAmt
Fundraising	$723,152	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,263,098	TotalAmt
Program Services	$39,684	ProgramServicesAmt
Management And General	$1,216,701	ManagementAndGeneralAmt
Fundraising	$6,713	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL & OTHER SUPPLIES	$26,921,846	$24,905,377	$1,774,754	$241,715
RANCH OPERATIONS	$3,202,557		$3,202,557
BAD DEBT EXPENSE	$6,727,590	$6,727,590
CGA ACTUARIAL EXPENSE	$283,075		$283,075

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$276,836,732	TotalAmt
Program Services	$210,278,974	ProgramServicesAmt
Management And General	$55,880,978	ManagementAndGeneralAmt
Fundraising	$10,676,780	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$701,421	BOYAmt
EOY	$6,830,055	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,543,539	BOYAmt
EOY	$123,340	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$58,882,445	BOYAmt
EOY	$59,240,024	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$5,853,157	BOYAmt
EOY	$5,401,619	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,201,499	BOYAmt
EOY	$10,367,872	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$613,878,743	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$241,890,455	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$364,769,502	BOYAmt
EOY	$371,988,288	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$370,038,000	BOYAmt
EOY	$400,726,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,480,897,454	BOYAmt
EOY	$2,763,501,740	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$86,238,193	BOYAmt
EOY	$98,954,518	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,378,125,210	BOYAmt
EOY	$3,717,133,456	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$24,916,289	BOYAmt
EOY	$25,313,258	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$386,540	BOYAmt
EOY	$976,921	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,515,871	BOYAmt
EOY	$103,496,668	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$140,818,700	BOYAmt
EOY	$129,786,847	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,095,919,404	BOYAmt
EOY	$3,434,788,733	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$141,387,106	BOYAmt
EOY	$152,557,876	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,237,306,510	BOYAmt
EOY	$3,587,346,609	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,378,125,210	BOYAmt
EOY	$3,717,133,456	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$121,617,986	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$209,714,425	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$18,707,688	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$93,294	OtherActivitiesAmt
Total Lobbying Expenditures	$93,294	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	TEXAS HOSPITAL ASSOCIATION $4,076 WERE ALLOCATED TO LOBBYING. DALLAS REGIONAL CHAMBER $636 WERE ALLOCATED TO LOBBYING. THE HOSPITAL RETAINED THE SERVICES OF GREENBERG, TRAURIG LLP TO MEET WITH VARIOUS FEDERAL AND STATE LEGISLATORS OR STAFF AND INCURRED RELATED EXPENSES IN THE AMOUNT OF $88,582.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,237,616,010	BeginningYearBalanceAmt
Contributions	$180,487,759	ContributionsAmt
Investment Earnings Or Losses	$210,388,633	InvestmentEarningsOrLossesAmt
Other Expenditures	$113,278,346	OtherExpendituresAmt
End Year Balance	$2,515,214,056	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,492,468,691	BeginningYearBalanceAmt
Contributions	$223,445,894	ContributionsAmt
Investment Earnings Or Losses	-$353,213,687	InvestmentEarningsOrLossesAmt
Other Expenditures	$125,084,888	OtherExpendituresAmt
End Year Balance	$2,237,616,010	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,216,104,723	BeginningYearBalanceAmt
Contributions	$2,500	ContributionsAmt
Investment Earnings Or Losses	$294,544,855	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,183,387	OtherExpendituresAmt
End Year Balance	$2,492,468,691	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,061,276,404	BeginningYearBalanceAmt
Contributions	$10,690,156	ContributionsAmt
Investment Earnings Or Losses	$150,231,493	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,093,330	OtherExpendituresAmt
End Year Balance	$2,216,104,723	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$164,029,028	BeginningYearBalanceAmt
Contributions	$1,935,008,594	ContributionsAmt
Investment Earnings Or Losses	$63,090,266	InvestmentEarningsOrLossesAmt
Other Expenditures	$100,851,484	OtherExpendituresAmt
End Year Balance	$2,061,276,404	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.97	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.02	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$96,466,394	OtherCostOrOtherBasisAmt
Book Value	$96,466,394	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$387,308,684	OtherCostOrOtherBasisAmt
Depreciation	$148,819,656	DepreciationAmt
Book Value	$238,489,028	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,371,829	OtherCostOrOtherBasisAmt
Depreciation	$761,356	DepreciationAmt
Book Value	$610,473	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$128,731,836	OtherCostOrOtherBasisAmt
Depreciation	$92,309,443	DepreciationAmt
Book Value	$36,422,393	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$371,988,288	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Off Shore Funds	$342,641,807	F
Common Collective Trusts	$1,754,393,517	F
Partnerships	$630,712,720	F
Corporate Debt	$3,918	F
Assets Limited As to Use	$20,195,000	F
Value in Reg Inv Companies	$15,554,778	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,763,501,740	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Pension/Restoration	$69,398,179
Other Deferred Retirement Plans	$19,089,623
Lease Liabilities	$4,056,153
Other Liabilities	$10,952,713

Field	Value	IRS element (for citing)
Total Liability	$103,496,668	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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, 2023, 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 2019.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	Investments	$342,641,807
East Asia and the Pacific	Program Services	Conference/Training	$19,963
North America (Canada & Mexico only)	Program Services	Conference/Training	$26,797
Europe (Including Iceland and Greenland)	Program Services	Conference/Training	$178,274

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$342,866,841	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$342,866,841	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Auction	Event1Nm
Gross Receipts Event1	$668,837	GrossReceiptsEvent1Amt
Charitable Contri Event1	$593,337	CharitableContriEvent1Amt
Gross Revenue Event1	$75,500	GrossRevenueEvent1Amt
Cash Prizes Event1	$3,425	CashPrizesEvent1Amt
Food And Beverage Event1	$22,544	FoodAndBeverageEvent1Amt
Entertainment Event1	$10,000	EntertainmentEvent1Amt
Other Direct Expenses Event1	$166,381	OtherDirectExpensesEvent1Amt
Event2	Golf Tournament	Event2Nm
Gross Receipts Event2	$393,080	GrossReceiptsEvent2Amt
Charitable Contri Event2	$288,880	CharitableContriEvent2Amt
Gross Revenue Event2	$104,200	GrossRevenueEvent2Amt
Cash Prizes Event2	$2,693	CashPrizesEvent2Amt
Rent Facility Costs Event2	$67,964	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$43,556	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$102,983	OtherDirectExpensesEvent2Amt
Other Events Total	13	OtherEventsTotalCnt
Gross Receipts Other Events	$1,113,807	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$838,627	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$275,180	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$16,633	CashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$93,682	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$85,309	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$6,015	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$220,407	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,175,724	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,720,844	CharitableContributionsTotAmt
Gross Revenue Total Events	$454,880	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$22,751	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$161,646	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$151,409	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$16,015	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$489,771	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$841,592	DirectExpenseSummaryEventsAmt
Net Income Summary	-$386,712	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$20,000	GrossRevenueOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$20,000	GrossRevenueTotalGamingAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	TX	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	The State of Texas does not require a license for occasional gaming activities (Up to four per year).	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	Jennifer Deason	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2222 Welborn	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd
Distributed	$0	DistributedAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	1000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$26,552,358	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$26,552,358	NetCommunityBenefitExpnsAmt
Total Expense	0.0983	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$75,346,763	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$37,106,144	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$38,240,619	NetCommunityBenefitExpnsAmt
Total Expense	0.1416	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$101,899,121	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$37,106,144	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$64,792,977	NetCommunityBenefitExpnsAmt
Total Expense	0.2399	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,715,276	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$10,715,276	NetCommunityBenefitExpnsAmt
Total Expense	0.0397	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$7,515,917	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	-$148,546	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$7,664,463	NetCommunityBenefitExpnsAmt
Total Expense	0.0284	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$17,366,700	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$949,690	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$16,417,010	NetCommunityBenefitExpnsAmt
Total Expense	0.0608	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,872,600	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,872,600	NetCommunityBenefitExpnsAmt
Total Expense	0.0106	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$38,470,493	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$801,144	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$37,669,349	NetCommunityBenefitExpnsAmt
Total Expense	0.1395	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$140,369,614	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$37,907,288	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$102,462,326	NetCommunityBenefitExpnsAmt
Total Expense	0.3793	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,043,016	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,043,016	NetCommunityBenefitExpnsAmt
Total Expense	0.0039	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,043,016	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,043,016	NetCommunityBenefitExpnsAmt
Total Expense	0.0039	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$6,727,590	BadDebtExpenseAmt
Reimbursed By Medicare	$10,010	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$7,186	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$2,824	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Texas Scottish Rite Hospital for Children	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 Welborn St	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Website Address	www.scottishritehospital.org	WebsiteAddressTxt
State License	000054	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Childrens Hospital	Yes (X)	ChildrensHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Other	Orthopedic, Neurodevelopment & Musculoskeletal	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	Texas Scottish Rite Hospital for Children	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	22	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	HTTPS://SCOTTISHRITEFORCHILDREN.ORG/GETATTACHMENT/B6C3EAA2-1811-41B6-A4B8- 408CFDF02ECB/2019-COMMUNI	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	22	ImplementationStrategyAdptYr
Strategy Posted Website	false	StrategyPostedWebsiteInd
Strategy Attached	Yes (true)	StrategyAttachedInd
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	999.0	FPGFamilyIncmLmtDscntCarePct
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	WWW.SCOTTISHRITEHOSPITAL.ORG	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	WWW.SCOTTISHRITEHOSPITAL.ORG	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	WWW.SCOTTISHRITEHOSPITAL.ORG	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Other Actions Taken	Yes (X)	OtherActionsTakenInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr Prvt	Yes (X)	LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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. 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. The data collection and analysis process began in May 2022 and continued through to the development of the document in August 2022. 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. The patient focus groups were conducted August and September 2022 at Scottish Rite's Dallas and Frisco campuses. Nine questions were asked, discussed and then used to help gather data from the participants. 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 determinants 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 conducted the assessment from June 2022 to September 2022. 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. 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 determinants 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. Section VI, line 3 of this schedule provides 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. 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 2022 through September 2023, Scottish Rite received and approved the Crayon Care applications for more than 17,000 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 FY2023, Scottish Rite for Children 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. Responding to the demand in the community, Scottish Rite expanded access to pediatric sports medicine care at the Frisco location by opening a same-day/next-day sports medicine clinic in the fall of 2023. Planning and preparation for this expansion of service took place during FY2023 with the goal of enhancing timely access to care. Additionally, Scottish Rite developed and rolled out a new online scheduling tool that allows patients 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. Adoption of this channel for scheduling is expected to increase as it is promoted to potential patient families. 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 recognition of this critical need, Scottish Rite for Children began the work to create two new access points for care during FY2023. In our CHNA, Scottish Rite for Children 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 for Children is opening the Crayon Clinic on the Dallas campus. The Crayon Clinic will provide 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 will be in 2024.
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 will be opening a new access point for physical therapy. Planning, approval, and construction are under way, and the first patient day is expected to be in May 2024. Access to Care 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: Weight Management, Fitness, Nutrition and Obesity 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. Other community resources for pediatric fitness, obesity and weight management include: * 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 and 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 determinants of health: According to health.gov, social determinants 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 contribute 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 determinants among our community, as well as the importance our community places on addressing the need. While Scottish Rite recognizes that broad range of social determinants 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 determinants 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 ten-question survey across five domains (caregiver education and work, financial resource strain, food insecurity, housing stability, and transportation needs). During FY2023 more than 23,000 patients were screened and more than 1,300 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 social determinants of health workgroup meets regularly to review the data collected through the screenings, 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 in the text 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 2023, there were more than 12,700 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 neurologic conditions. In FY2023, 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 FY2023, there were more than 2,700 outpatient clinic visits. Orthotics and Prosthetics: The Orthotics and Prosthetics (O&P) department at Scottish Rite for Children 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 FY2023, the Scottish Rite O&P department fitted more than 7,000 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 2023, there were more than 2,500 patient visits. See further details above.
Schedule H, Part V, Section B, Line 11 Facility , 4	Facility , 4 - TEXAS SCOTTISH RITE HOSPITAL (4/4). CONTINUED. 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 2023, the dental clinic had approximately 1,100 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 2023, 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 the 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 2023, there were more than 710 patient evaluations out of more than 1,400 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 2023, there were more than 42,000 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).

Field	Value	IRS element (for citing)
Facility	2	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
Scottish Rite for Children
5700 Dallas Parkway	Frisco	TX	75034	Outpatient Clinic Department of Hospital
Scottish Rite for Children
3800 Gaylord Parkway Suite 850	Frisco	TX	75034	Outpatient Clinic

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part VI, Line 5 Promotion of Community Health - Continued	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. Family Room and Chapel on Dallas Campus: The family room is primarily utilized by patient families as a comfortable surgery waiting area, while the chapel located next door provides a place of worship with nondenominational services each Sunday. Family Room in Frisco: The Ronald McDonald Family Room accommodates 25 people and offers a place of respite, relaxation and comfort to families with children receiving outpatient care at the Frisco campus. Research shows that staying close by allows parents to better communicate with their child's medical team and improves adherence to complicated treatment plans. Families with access to a Ronald McDonald Family Room report a better overall clinical experience. Child Life Services: 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 while the facility dog in Dallas continued to serve alongside the Dallas child life specialists. Facility dog intervention with patients promotes positive coping and decreases the chance of medical-related trauma. Across both campuses, in FY 2023, more than 13,200 patients were served by the child life services department. Family Services Department: 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 FY 2023, there were more than 36,400 calls and visits provided. 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 450 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, 2023, 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	6727590
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 2023, 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 2023 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 $23,000,000 and $17,000,000 for years ended September 30, 2023, and 2022, 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: WWW.SCOTTISHRITEHOSPITAL.ORG;
Schedule H, Part V, Section B, Line 16b FAP Application website	- Texas Scottish Rite Hospital for Children: Line 16b URL: WWW.SCOTTISHRITEHOSPITAL.ORG;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- Texas Scottish Rite Hospital for Children: Line 16c URL: WWW.SCOTTISHRITEHOSPITAL.ORG;
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 FY2023 more than 23,000 patients were screened and more than 1,300 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. Each family acknowledges receipt of Scottish Rite's financial assistance policy, Crayon Care, during the registration process. 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. In subsequent visits, families are notified upon check-in for outpatient appointments that financial counselors are available for any questions or to help enroll in Crayon Care. The facility has also posted specifics about available financial assistance through Scottish Rite's charity care policy, Crayon Care, 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 a high-dollar service scheduled (e.g. surgical procedure, inpatient visit, MRI, CT, orthotic or prosthetic delivery) 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. Examples of documentation referenced above are described below: 1. Scottish Rite Policy RI-122: Financial Assistance and Charity Care Policy. This policy contains information on: Eligibility Criteria; Method for Applying for Financial Assistance; Assistance Eligibility Criteria/Basis for Amount Charge; 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 FAQ's 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/financial-assistance-crayon-care. This includes information on 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 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 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 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.
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, in FY 2021, 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 figures were obtained from ESRI, a leading GIS provider that utilizes U.S. Census data projected forward using proprietary methodologies. According to ESRI, the 2021 estimated population for the primary service area was 7,467,106 people. Based on ESRI data, the median household income for the primary service area was $77,035, while Texas' average median household income was $66,048. In 2021, approximately 25.4 percent of the primary service area population was younger than 18 years of age.
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 more than 50 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 Fiscal Year 23, Scottish Rite staff published 128 manuscripts in peer reviewed journals and presented 241 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. Aso 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 for Children 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 (DCHC), 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 for hand, pediatric rehabilitation medicine, anesthesia, orthopedic sports medicine, urology, dentistry, pediatric neurology, pediatric neurosurgery, neurophysiology, pediatric movement disorder, 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, physical therapy, occupational therapy, orthotics and prosthetics, training of PA and NP students, dietary/nutrition, scrub students, 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 females. Family Resource Center: The Christi Carter Urschel Family Resource Center's mission 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 1,600 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. For patients and families who opt-in, the Family Resource Center also facilitates peer support groups. These groups connect patients and families who have experience with similar conditions
Schedule H, Part VI, Line 7 State filing of community benefit report	TX

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Pedi-Ortho Health Corporation
2222 Welborn	Dallas	TX	75219	752665759	501(C)(3)	$99,310	Medical Care and Research
Dallas Safety Net Supp Corporation
1441 N Beckley	Dallas	TX	75203	823131059	501(C)(3)	$2,872,590	Dallas County Indigent Care

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN A HERRING End 0820 MD
CHIEF OF STAFF EMERITUS	$0	$0	$0	$0	$175,658	$0	$0	$0	$307,715	$0	$483,373	$0	$0	$0
CHARLES E JOHNSTON II MD End 0421
FRM ASST CHIEF OF STAFF	$103,960	$0	$0	$0	$102,571	$0	$0	$0	$220,585	$0	$427,116	$0	$0	$0
BENJAMIN S RICHARDS III MD End 0621
FRM CHIEF MEDICAL OFFICER	$0	$0	$0	$0	$143,238	$0	$0	$0	$165,038	$0	$308,276	$0	$0	$0
DEBRA A SAYLES End 1221
FRM VP, CNO	$80,155	$0	$0	$0	$202,627	$0	$0	$0	$10,598	$0	$293,380	$0	$0	$0
TAMMIE L SIBLEY End 0722
FRM SR VP & CFO	$353,176	$0	$0	$0	$51,870	$0	$13,073	$0	$13,931	$0	$432,050	$0	$0	$0
ROBERT L WALKER
PRESIDENT & CEO	$1,367,319	$0	$0	$0	$86,091	$0	$0	$0	$37,541	$0	$1,490,951	$0	$0	$0
LORI L DALTON
SR VP & GENERAL COUNSEL	$546,526	$0	$0	$0	$51,108	$0	$18,300	$0	$38,688	$0	$654,622	$0	$0	$0
MATTHEW S CHANCE
SR VP, COO	$538,758	$0	$0	$0	$46,743	$0	$13,765	$0	$41,577	$0	$640,843	$0	$0	$0
FREDRIC D RICHMOND
SR VP, CHIEF INVESTMENT OFFICER	$516,269	$0	$0	$0	$53,698	$0	$18,300	$0	$28,917	$0	$617,184	$0	$0	$0
DONALD E KATZ
VP FACILITIES & PROCESS DESIGN	$312,447	$0	$0	$0	$39,705	$0	$191,305	$0	$39,421	$0	$582,878	$0	$0	$0
LESLIE A CLONCH JR
VP & CHIEF INFORMATION OFFICER	$458,659	$0	$0	$0	$58,392	$0	$18,300	$0	$39,531	$0	$574,882	$0	$0	$0
KRIS L KEEVER-SMITH
VP INVESTMENTS	$314,002	$0	$0	$0	$25,570	$0	$229,933	$0	$1,656	$0	$571,161	$0	$0	$0
MARK G BATEMAN End 0923
SR VP, PUBLIC RELATIONS	$438,003	$0	$0	$0	$53,323	$0	$18,300	$0	$26,365	$0	$535,991	$0	$0	$0
STEPHANIE K BRIGGER
VP DEVELOPMENT	$241,216	$0	$0	$0	$29,276	$0	$199,321	$0	$12,152	$0	$481,965	$0	$0	$0
JEREMY L HOWELL
VP North Campus	$257,621	$0	$0	$0	$28,456	$0	$16,463	$0	$38,558	$0	$341,098	$0	$0	$0
JENNY J JOHNSON
VP REVENUE CYCLE	$203,695	$0	$0	$0	$23,752	$0	$12,306	$0	$21,681	$0	$261,434	$0	$0	$0
ANGIE E BUCKMEIER
VP, CNO	$220,720	$0	$0	$0	$6,735	$0	$0	$0	$21,220	$0	$248,675	$0	$0	$0
ASHLEY C GIVENS
VP DEVELOPMENT & EVENTS	$149,984	$0	$0	$0	$20,171	$0	$38,533	$0	$37,004	$0	$245,692	$0	$0	$0
DANIEL J SUCATO MD MS
CHIEF OF STAFF	$847,444	$18,100	$0	$0	$506,736	$0	$590,937	$0	$36,781	$0	$1,981,898	$18,100	$0	$0
PHILIP L WILSON MD
ASST COS/MED DIR NORTH CAMPUS	$777,854	$48,800	$0	$0	$64,628	$0	$254,046	$0	$12,505	$0	$1,109,033	$48,800	$0	$0
BRANDON A RAMO MD
CHIEF QUALITY OFFICER	$756,685	$38,000	$0	$0	$73,383	$0	$18,300	$0	$39,531	$0	$887,899	$38,000	$0	$0
KARL E RATHJEN MD
ASST COS	$567,504	$6,100	$0	$0	$77,813	$0	$186,933	$0	$12,633	$0	$844,883	$6,100	$0	$0
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	$764,309	$54,050	$0	$0	$84,117	$0	$18,300	$0	$38,281	$0	$905,007	$54,050	$0	$0
ANTHONY I RICCIO MD
ORTHOPEDIC SURGEON	$734,361	$40,200	$0	$0	$62,043	$0	$18,300	$0	$44,531	$0	$859,235	$40,200	$0	$0
ROBERT L WIMBERLY MD
ORTHOPEDIC SURGEON	$733,066	$41,900	$0	$0	$61,867	$0	$18,300	$0	$44,281	$0	$857,514	$41,900	$0	$0
MEGAN JOHNSON MD
ORTHOPEDIC SURGEON	$738,526	$38,000	$0	$0	$60,775	$0	$18,300	$0	$36,781	$0	$854,382	$38,000	$0	$0
JAYSSON BROOKS MD
ORTHOPEDIC SURGEON	$754,071	$38,000	$0	$0	$41,076	$0	$5,020	$0	$32,242	$0	$832,409	$38,000	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Travel for companions	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 ANTHONY I. RICCIO, MD - $800 DANIEL J. SUCATO, MD - $800
Schedule J, Part I, Line 4a Severance or change-of-control payment	DEBBIE SAYLES RECEIVED SEVERANCE PAYMENTS OF $202,627 IN CALENDAR YEAR 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan	SCHEDULE J, PART I, LINE 4B 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 ARE NON-VESTED PARTICIPANTS WHO ARE ACCRUING AN ANNUAL BENEFIT IN 2022 (INCLUDED ON SCH J, PART II, COL C) PHILIP L. WILSON, MD - $133,751 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2022, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) AND W-2, BOX 5) NO PARTICIPANTS VESTED DURING 2022 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2022, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5) DONALD E. KATZ - $38,794 KRIS KEEVER-SMITH - $8,734 KARL E. RATHJEN, MD - $53,691 DANIEL J. SUCATO, MD - $187,579 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE PLAN DURING 2022 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5 CHARLES E. JOHNSTON III, MD - $102,571 JOHN A. HERRING, MD - $175,658 BENJAMIN S. RICHARDS III, MD - $143,238 DEBRA A. SAYLES - $7,639 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 2022. (INCLUDED IN SCH J, PART II, COL B (III), AND W-2, BOX 5) BATEMAN, MARK G. $19,129 BRIGGER, STEPHANIE K. $10,742 BROOKS, JAYSSON $31,773 CHANCE, MATTHEW S. $24,008 CLONCH, JR. LESLIE A. $20,815 DALTON, LORI L. $24,102 ELLIS, MD, HENRY B. $31,773 GIVENS, ASHLEY C. $6,923 HOWELL, JEREMY L. $11,762 JOHNSON, JENNY J. $9,217 JOHNSON, MD MEGAN E. $31,773 KATZ, DONALD E. $14,173 KEEVER-SMITH, KRISTINA L. $13,904 MCINTOSH, MD, Amy L. $31,773 RAMO, MD, BRANDON A. $32,482 RATHJEN, MD, KARL E $24,122 RICCIO, MD, ANTHONY I. $31,773 RICHMOND, FREDRIC D. $23,176 SIBLEY, TAMMIE L. $23,175 SUCATO, MD, DANIEL J. $48,344 WALKER, ROBERT L. $60,840 WILSON, MD, PHILIP L. $32,685 WIMBERLY, MD ROBERT L. $31,773

Schedule M IRS990ScheduleM

Cars And Other Vehicles CarsAndOtherVehiclesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,100	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Selling cost	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	9	ContributionCnt
Noncash Contributions Rpt F990	$754,203	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$1,627,066	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$543,500	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Mineral Interest	1	$9	Other - Unable to determine value, book in GL as $1
Yes (X)	Taconite Mining Mineral Interest	1	$1	Other - Unable to determine value, book in GL as $1

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 Securities - Miscellaneous - Number of Contributions Real estate - Residential - Number of Contributions Other - Mineral Interest Number of Items Received Other - Taconite Mining Mineral Interest Number of Contributions Cars and other vehicles - Number of Contributions

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	ROBERT WALKER, LORI DALTON, B. STEPHENS RICHARDS, MD, KARL E. RATHJEN, MD, PHILIP L. WILSON, MD, LAWSON A.B. COPLEY, MD, AMY MCINTOSH, MD, BRANDON RAMO, MD, DANIEL J. SUCATO, MD, AND COREY GILL, MD - Business relationship, LORI DALTON, KRISTINA KEEVERSMITH, AND ASHLEY GIVENS - Business relationship, ROBERT L. WALKER, LORI DALTON, TAMMIE SIBLEY, AND KARL RATHJEN - Business relationship
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 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 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 2023 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 2023 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	OTHER REVENUE - Total Revenue: 189773, Related or Exempt Function Revenue: -42216, Unrelated Business Revenue: 231989, 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 - 15863797; Change in Beneficial Interest - 3349961; Other Non-Operating Losses and Adjustments - -506070;
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIP AMONGST INTERESTED PERSONS	DANIEL J. SUCATO, MD, MS; MD; ANTHONY I. RICCIO, MD; HENRY B. ELLIS, MD; ROBERT L. WIMBERLY, MD; BRANDON A. RAMO, MD; PHILIP L. WILSON, MD; KARL E. RATHJEN, MD; MEGAN E. JOHNSON, MD; JAYSSON BROOKS, 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
PEDI-ORTHO HEALTH CORPORATION
2222 WELBORN ST	DALLAS	TX	75219	752665759	PHYSICIANS	TX	501(c)(3)	10	Texas Scottish Rite Hospital	Yes (true)
TSRH SCHOLARSHIP FUND (DBA LEGACY SCHOLARSHIP )
2222 WELBORN ST	DALLAS	TX	75219	752106637	SCHOLARSHIP	TX	501(c)(3)	7	TEXAS SCOTTISH RITE HOSPITAL	Yes (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	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
PEG Welborn Private Equity Fund LP
277 Park Avenue 21st Floor	New York	NY	10172	812431328	Investments	NY	TEXAS SCOTTISH RITE HOSPITAL	Excluded	$15,776,786	$275,071,945	false	-$403,232	false	0.9554
Algert International Small Cap Fund LP
101 California Street Suite 4225	San Francisco	CA	94111	815047625	Investments	CA	TEXAS SCOTTISH RITE HOSPITAL	Excluded	-$26,810,358	$142,106,843	false	$0	false	0.6931

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST (2)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE REMAINDER TRUST	PrimaryActivitiesTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Share Of Total Income	$0	ShareOfTotalIncomeAmt
Share Of EOY Assets	$0	ShareOfEOYAssetsAmt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Pedi-Ortho Health Corporation
B	$899,310	MARKET VALUE
Texas Scottish Rite Hospital for Children Foundation
C	$59,750	Market Value
Pedi Ortho Health Corporation
M	$1,649,862	Market Value
Pedi Ortho Health Corporation
P	$1,817,266	Market Value
Pedi Ortho Health Corporation
Q	$82,597	Market Value
PEG WELBORN PRIVATE EQUITY FUND LP
B	$51,034,638	Cash
PEG WELBORN PRIVATE EQUITY FUND LP
C	$31,398,436	Cash

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule R, Part IV, Column (c) Legal Domicile	FormAndLineReferenceDesc
Explanation	The Legal domicile for the charitable remainder trusts are as follows: Texas (2)	ExplanationTxt