TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (EIN 75-0818178)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-08-12
IRS object ID: 202202249349301435
Schema version: 2020v4.1
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	2022-08-12T12:13:56-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2323 VICTORY AVENUE SUITE 2000	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-10-01	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	BusinessNameLine1Txt
Business Name Line2	Children	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% JENNIFER DEASON CONTROLLER	InCareOfNm
Business Name Control	TEXA	BusinessNameControlTxt
Phone	2145595000	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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT WALKER	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	2145595000	PhoneNum
Signature	2022-08-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	WALKER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHANIE LEW	PreparerPersonNm
PTIN	P01080011	PTIN
Phone	2149698000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	SEE SCHEDULE O	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	Robert Walker	PrincipalOfficerNm

US Address USAddress

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)
Gross Receipts	$836,251,020	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.scottishritehospital.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	1318	TotalEmployeeCnt
Total Volunteers	214	TotalVolunteersCnt
Total Gross UBI	$1,241,392	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,194,541	PYContributionsGrantsAmt
CY Contributions Grants	$23,042,181	CYContributionsGrantsAmt
PY Program Service Revenue	$77,516,168	PYProgramServiceRevenueAmt
CY Program Service Revenue	$98,666,753	CYProgramServiceRevenueAmt
PY Investment Income	$116,152,693	PYInvestmentIncomeAmt
CY Investment Income	$266,189,030	CYInvestmentIncomeAmt
PY Other Revenue	$88,109,638	PYOtherRevenueAmt
CY Other Revenue	$127,397,652	CYOtherRevenueAmt
PY Total Revenue	$306,973,040	PYTotalRevenueAmt
CY Total Revenue	$515,295,616	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,751,923	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,385,839	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$129,069,603	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$127,413,319	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$13,565,048	CYTotalFundraisingExpenseAmt
PY Other Expenses	$92,138,385	PYOtherExpensesAmt
CY Other Expenses	$108,823,640	CYOtherExpensesAmt
PY Total Expenses	$222,959,911	PYTotalExpensesAmt
CY Total Expenses	$237,622,798	CYTotalExpensesAmt
PY Revenues Less Expenses	$84,013,129	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$277,672,818	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,238,922,666	TotalAssetsBOYAmt
Total Assets EOY	$3,728,441,137	TotalAssetsEOYAmt
Total Liabilities BOY	$266,580,016	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$201,475,007	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,972,342,650	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,526,966,130	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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	$153,898,471	ExpenseAmt
Grant	$1,385,839	GrantAmt
Revenue	$98,666,753	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, LEGG-PERTHES, LIMB-LENGTH DIFFERENCES AND LIMB DEFICIENCIES, HAND DIFFERENCES AND SPORTS INJURIES. (CONTINUED ON SCHEDULE O.)	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$14,450,652	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
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. (CONTINUED ON SCHEDULE O.)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$5,792,691	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	EDUCATION TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPEDIC RESIDENTS AND POST-GRADUATE 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 57 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL PROGRAMS. (CONTINUED ON SCHEDULE O.)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$174,141,814	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	false	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	false	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	221	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1318	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
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

Field	Value	IRS element (for citing)
Person	JENNIFER DEASON CONTROLLER	PersonNm
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

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	OfficerOfficerInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
DANIEL J SUCATO MD MS
CHIEF OF STAFF	40.0	1.0	Yes (X)	$3,258,161	$36,900	$819,872
MOLLY E DEMPSEY MD
CMIO (RET 11/20)(SEE SCH J**)	40.0	0.0	Yes (X)	$1,657,210	$0	$349,390
LAWSON A COPLEY MD
FORMER CMIO (SEE SCH J**)	1.0	40.0		$21,725	$1,206,562	$413,970	Yes (X)
CYNTHIA A WOERZ MD
ANESTHESIOLOGIST	40.0	0.0		$1,193,913	$0	$297,323		Yes (X)
ROBERT L WALKER
PRESIDENT & CEO	40.0	2.0		$1,368,885	$0	$28,211			Yes (X)
KARL E RATHJEN MD
ASST COS (SEE SCH J **)	40.0	5.0	Yes (X)	$1,090,845	$17,200	$256,002
PHILIP L WILSON MD
ASST COS/MED DIR (SEE SCH J**)	40.0	2.0	Yes (X)	$753,090	$43,600	$231,911
B STEPHENS RICHARDS MD
CMO (SEE SCH J)**(RET 6/30/21)	40.0	0.0	Yes (X)	$892,863	$0	$28,030
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	40.0	1.0		$775,940	$45,700	$56,765		Yes (X)
AMY L MCINTOSH MD
ORTHOPAEDIC SURGEON	40.0	1.0		$778,474	$45,500	$54,010		Yes (X)
BRANDON A RAMO MD
ASST. CHIEF OF QUALITY	40.0	1.0	Yes (X)	$777,356	$42,600	$56,765
COREY S GILL MD
ORTHOPEDIC SURGEON	40.0	1.0		$781,748	$43,800	$39,342		Yes (X)
ROBERT L WIMBERLY MD
ORTHOPEDIC SURGEON	40.0	1.0		$755,478	$43,700	$59,265		Yes (X)
CHARLES E JOHNSTON MD
ASST COS EMERITUS(RET 4/16/21)	30.0	0.0		$736,342	$0	$25,721	Yes (X)
WILLIAM R HUSTON
FRM SVP & CFO (RET 9/2020)	40.0	1.0		$629,818	$0	$26,844	Yes (X)
LORI L DALTON
SR VP, GENERAL COUNSEL	40.0	2.0		$553,363	$0	$54,964			Yes (X)
FREDRIC D RICHMOND
SR VP & CIO	40.0	0.0		$528,981	$0	$52,465			Yes (X)
DONALD E KATZ
VP, FACILITIES (SEE SCH J**)	40.0	0.0		$345,549	$0	$222,823			Yes (X)
MATTHEW S CHANCE
SR VP & COO	40.0	1.0		$507,447	$0	$56,720			Yes (X)
LORI A KAROL MD
FRM AST COS/COQ (DEC 2/26/22)	40.0	1.0		$526,565	$10,400	$19,705	Yes (X)
LESLIE A CLONCH JR
VP CHIEF INFORMATION OFFICER	40.0	0.0		$494,352	$0	$56,765			Yes (X)
JOHN A HERRING MD
COS EMERITUS (RET 08/30/20)	15.0	0.0		$514,400	$0	$17,862	Yes (X)
KRISTINA L KEEVER-SMITH
VP, INVESTMENTS	40.0	2.0		$316,051	$0	$182,828			Yes (X)
MARK G BATEMAN
SVP PUBLIC RELATIONS	40.0	0.0		$446,465	$0	$43,129			Yes (X)
STEPHANIE K BRIGGER
VP DEVELOPMENT	40.0	0.0		$258,974	$0	$191,052			Yes (X)
DEBRA A SAYLES
VP, CNO (RET 12/31/21)	40.0	0.0		$424,207	$0	$13,200			Yes (X)
CONNIE B WRIGHT
FRM VP HR (RES 06/2020)	0.0	0.0		$350,724	$0	$24,675	Yes (X)
JEREMY L HOWELL
VP, NORTH CAMPUS	40.0	0.0		$271,523	$0	$52,437			Yes (X)
JENNY J JOHNSON
VP, REVENUE CYCLE	40.0	0.0		$218,706	$0	$33,285			Yes (X)
ASHLEY C GIVENS
VP, DEVELOPMENT/EVENTS	40.0	0.0		$162,205	$0	$86,909			Yes (X)
ELLEN E HAYNES
VP, MAJOR GIVING(RES 1/8/2021)	40.0	0.0		$217,168	$0	$24,043			Yes (X)
JEAN A ALLEN
FRM CONTROLLER (RET 01/2020)	20.0	1.0		$160,763	$0	$0	Yes (X)
JC MONTGOMERY JR
President Emeritus (RET. 6/18)	8.0	0.0		$121,889	$0	$0	Yes (X)
TAMMIE L SIBLEY
SVP & CFO	40.0	1.0		$46,231	$0	$1,576			Yes (X)
RUSSELL C BROWN
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
W VERNON BURKE
TRUSTEE	3.0	1.0		$0	$0	$0				Yes (X)
HAROLD D CARTER
VICE CHAIRMAN	4.0	1.0		$0	$0	$0			Yes (X)	Yes (X)
RONALD L CARTER
TRUSTEE	4.0	1.0		$0	$0	$0				Yes (X)
STEPHEN F CROSS
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
KENNETH C CURRY
TRUSTEE	2.0	0.0		$0	$0	$0				Yes (X)
DAN F DAVIDSON
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
JOSEPH M DEALEY JR
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
CLAUDE O ERVIN
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
JERRY C GILMORE
VP/AST SECRETARY (DEC 3/30/22)	4.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
W M GOWER
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
TOM L HIGGINS
TRUSTEE (DEC 4/28/2021)	3.0	0.0		$0	$0	$0				Yes (X)
BRACK JONES JR
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
JAMES E LANEY
VP & TREASURER	4.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
BERT V MASSEY II
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
DOUGLAS S MAXEY
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
ROBERT A NORTHCUTT PHD
TRUSTEE	4.0	1.0		$0	$0	$0				Yes (X)
JAMES D NYFELER SR
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
LYNDON L OLSON JR
CHAIRMAN & TRUSTEE	6.0	1.0		$0	$0	$0			Yes (X)	Yes (X)
JAMES C PENN
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
MICHAEL K PICKENS
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
RONALD L SKAGGS
VP & SECRETARY	4.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
JEFF W SMITH
TRUSTEE	4.0	0.0		$0	$0	$0				Yes (X)
GUY F STOVALL JR
VP & ASST. TREASURER	3.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
JOE H TYDLASKA
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
H FINLAY WATKINS
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
RALPH WAYNE
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
MICHAEL L WIGGINS PHD
TRUSTEE	3.0	1.0		$0	$0	$0				Yes (X)
JOHN E WOOD
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
M DOUGLAS ADKINS
VICE CHAIRMAN	4.0	1.0		$0	$0	$0			Yes (X)	Yes (X)
W EUGENE BROOKSHIRE
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
KIM ASKEW
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
JAMES F CHAMBERS
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)
JAMES L WILLIAMS
TRUSTEE	3.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$19,963,995	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,535,962	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,641,734	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	254	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
HCBECK LTD
1807 ROSS STE 500	DALLAS	TX	75201	CONSTRUCTION	$15,300,191
UTSW MEDICAL CENTER
LOCK BOX 845477	DALLAS	TX	75284	RESEARCH & MEDICAL	$1,657,228
NORTHERN TRUST COMPANY
50 S LASALLE ST	CHICAGO	IL	60675	INVESTMENT MGMT	$1,473,723
HKS INC
PO BOX 731121	DALLAS	TX	75373	ARCHITECTURAL	$2,715,352
THREE LINK SOLUTIONS
409 MAJESTIC CT	KELLER	TX	76248	CONSULTING	$2,383,533

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	54	CntrctRcvdGreaterThan100KCnt
Fundraising	$788,568	FundraisingAmt
Related Organizations	$72,150	RelatedOrganizationsAmt
Government Grants	$5,707,550	GovernmentGrantsAmt
All Other Contributions	$16,473,913	AllOtherContributionsAmt
Noncash Contributions	$896,067	NoncashContributionsAmt
Total Contributions	$23,042,181	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
OUTPATIENT REVENUE	622310	$165,730,316	$165,730,316
INPATIENT REVENUE	622310	$67,670,181	$67,670,181
DEDUCTIONS FROM REVENUE	622310	-$141,639,033	-$141,639,033
OTHER PATIENT RELATED REV	622310	$6,905,289	$6,905,289

Field	Value	IRS element (for citing)
Total Program Service Revenue	$98,666,753	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$73,563,058	TotalRevenueColumnAmt
Unrelated Business Revenue	-$276,306	UnrelatedBusinessRevenueAmt
Exclusion	$73,839,364	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$121,334,936	TotalRevenueColumnAmt
Exclusion	$121,334,936	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$439,111	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$39,952	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$399,159	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$399,159	TotalRevenueColumnAmt
Exclusion	$399,159	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$506,670,376	SecuritiesAmt
Other	$2,672,320	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$315,789,529	SecuritiesAmt
Other	$927,195	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$190,880,847	SecuritiesAmt
Other	$1,745,125	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$192,625,972	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,000	UnrelatedBusinessRevenueAmt
Exclusion	$192,622,972	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$102,428	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$788,568	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$226,299	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$123,871	TotalRevenueColumnAmt
Exclusion	-$123,871	ExclusionAmt

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

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$5,534,453	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$3,972,429	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,562,024	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,411,217	UnrelatedBusinessRevenueAmt
Exclusion	$150,807	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
SURFACE DAMAGE/WATER SALE	110000	$3,385,691	$3,385,691
CAFETERIA/CATERING SALES	722310	$497,216	$497,216
CONFERENCES & SEMINARS	611430	$27,003	$27,003

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$315,494	TotalRevenueColumnAmt
Unrelated Business Revenue	$103,481	UnrelatedBusinessRevenueAmt
Exclusion	$212,013	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,225,404	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$515,295,616	TotalRevenueColumnAmt
Related Or Exempt Func Income	$98,666,753	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,241,392	UnrelatedBusinessRevenueAmt
Exclusion	$392,345,290	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,385,839	TotalAmt
Program Services	$1,385,839	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$11,865,920	TotalAmt
Program Services	$3,660,322	ProgramServicesAmt
Management And General	$6,684,979	ManagementAndGeneralAmt
Fundraising	$1,520,619	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$89,953,704	TotalAmt
Program Services	$78,166,751	ProgramServicesAmt
Management And General	$8,711,200	ManagementAndGeneralAmt
Fundraising	$3,075,753	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,885,005	TotalAmt
Program Services	$6,993,068	ProgramServicesAmt
Management And General	$1,491,539	ManagementAndGeneralAmt
Fundraising	$400,398	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,021,536	TotalAmt
Program Services	$9,804,317	ProgramServicesAmt
Management And General	$818,616	ManagementAndGeneralAmt
Fundraising	$398,603	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,687,154	TotalAmt
Program Services	$4,886,752	ProgramServicesAmt
Management And General	$574,668	ManagementAndGeneralAmt
Fundraising	$225,734	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$535,231	TotalAmt
Management And General	$528,167	ManagementAndGeneralAmt
Fundraising	$7,064	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$738,697	TotalAmt
Management And General	$738,697	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$26,860	TotalAmt
Management And General	$26,860	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,806,338	TotalAmt
Management And General	$5,806,338	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$8,772,339	TotalAmt
Program Services	$4,456,426	ProgramServicesAmt
Management And General	$4,209,031	ManagementAndGeneralAmt
Fundraising	$106,882	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,985,886	TotalAmt
Program Services	$1,790	ProgramServicesAmt
Management And General	$81,019	ManagementAndGeneralAmt
Fundraising	$4,903,077	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,377,266	TotalAmt
Program Services	$9,169,975	ProgramServicesAmt
Management And General	$2,739,042	ManagementAndGeneralAmt
Fundraising	$1,468,249	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$11,643,884	TotalAmt
Program Services	$8,557,264	ProgramServicesAmt
Management And General	$2,798,662	ManagementAndGeneralAmt
Fundraising	$287,958	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$9,040,086	TotalAmt
Program Services	$8,185,362	ProgramServicesAmt
Management And General	$640,912	ManagementAndGeneralAmt
Fundraising	$213,812	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$129,370	TotalAmt
Program Services	$70,477	ProgramServicesAmt
Management And General	$56,686	ManagementAndGeneralAmt
Fundraising	$2,207	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$157,497	TotalAmt
Program Services	$139,191	ProgramServicesAmt
Management And General	$17,771	ManagementAndGeneralAmt
Fundraising	$535	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$65,405	TotalAmt
Program Services	$28,869	ProgramServicesAmt
Management And General	$35,178	ManagementAndGeneralAmt
Fundraising	$1,358	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,834,820	TotalAmt
Program Services	$18,859,326	ProgramServicesAmt
Management And General	$2,190,564	ManagementAndGeneralAmt
Fundraising	$784,930	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,155,953	TotalAmt
Program Services	$37,188	ProgramServicesAmt
Management And General	$1,095,058	ManagementAndGeneralAmt
Fundraising	$23,707	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL & OTHER SUPPLIES	$20,021,679	$19,738,897	$138,620	$144,162
RANCH OPERATIONS	$3,359,583		$3,359,583
BAD DEBT EXPENSE	$6,881,273		$6,881,273
CGA ACTUARIAL EXPENSE	$291,473		$291,473

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$237,622,798	TotalAmt
Program Services	$174,141,814	ProgramServicesAmt
Management And General	$49,915,936	ManagementAndGeneralAmt
Fundraising	$13,565,048	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,138,643	BOYAmt
EOY	$721,996	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$11,356,316	BOYAmt
EOY	$5,257,871	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$29,152,082	BOYAmt
EOY	$51,796,727	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$6,203	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,962,553	BOYAmt
EOY	$5,712,530	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,090,186	BOYAmt
EOY	$7,211,499	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$553,762,433	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$246,617,634	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$300,219,563	BOYAmt
EOY	$307,144,799	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$2,794,035,441	BOYAmt
EOY	$3,250,126,837	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$97,795	BOYAmt
EOY	$157,721	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$90,863,884	BOYAmt
EOY	$100,311,157	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,238,922,666	BOYAmt
EOY	$3,728,441,137	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$24,787,797	BOYAmt
EOY	$25,213,816	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$463,918	BOYAmt
EOY	$563,063	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,000,000	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$218,328,301	BOYAmt
EOY	$175,698,128	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$266,580,016	BOYAmt
EOY	$201,475,007	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	$2,836,073,082	BOYAmt
EOY	$3,462,216,165	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$136,269,568	BOYAmt
EOY	$64,749,965	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,972,342,650	BOYAmt
EOY	$3,526,966,130	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,238,922,666	BOYAmt
EOY	$3,728,441,137	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$277,672,818	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$234,142,518	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$42,808,144	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)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	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	$26,860	OtherActivitiesAmt
Total Lobbying Expenditures	$26,860	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1I	FormAndLineReferenceDesc
Explanation	PER NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS, DALLAS REGIONAL CHAMBER AND TEXAS HOSPITAL ASSOCIATION, $12,761 OF THE HOSPITAL'S DUES 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 $14,099.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$159,673,309	BeginningYearBalanceAmt
Contributions	$18,347,909	ContributionsAmt
Investment Earnings Or Losses	$5,735,433	InvestmentEarningsOrLossesAmt
Other Expenditures	$19,727,623	OtherExpendituresAmt
End Year Balance	$164,029,028	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,526,503	BeginningYearBalanceAmt
Contributions	$32,469,355	ContributionsAmt
Investment Earnings Or Losses	$11,892,042	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,214,591	OtherExpendituresAmt
End Year Balance	$159,673,309	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.97000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.02000	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	$52,915,825	OtherCostOrOtherBasisAmt
Book Value	$52,915,825	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$370,023,214	OtherCostOrOtherBasisAmt
Depreciation	$152,987,029	DepreciationAmt
Book Value	$217,036,185	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,450,904	OtherCostOrOtherBasisAmt
Depreciation	$478,779	DepreciationAmt
Book Value	$972,125	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$129,372,490	OtherCostOrOtherBasisAmt
Depreciation	$93,151,826	DepreciationAmt
Book Value	$36,220,664	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$307,144,799	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
ACCRUED PENSION COSTS	$76,666,040
MANAGEMENT BENEFIT PLAN	$18,647,105
EMPLOYEE BENEFITS PAYABLE	$1,318,000
RESERVE FOR MALPRACTICE CLAIMS	$1,157,239
CHARITABLE GIFT ANNUITIES	$3,281,578
TRUST OBLIGATIONS	$10,120,852
RESERVE FOR RESTORATION PLAN	$64,507,314

Field	Value	IRS element (for citing)
Total Liability	$175,698,128	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Intended use of endowment funds

SCHEDULE D, PART V, LINE 4 THE INCOME FROM THE ORGANIZATION'S FUNDS WITH DONOR RESTRICTIONS AND FUNDS BOARD DESIGNATED ARE USED TO SUPPORT THE OPERATIONS OF THE MEDICAL, RESEARCH AND EDUCATION PROGRAMS OF THE HOSPITAL.

CONSOLIDATED AUDIT FOOTNOTE 16 - INCOME TAXES

SCHEDULE D, PART X, LINE 2 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, 2021, 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 2018.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
East Asia and the Pacific	Investments	$47,272
Europe (Including Iceland and Greenland)	Investments	$43,328,232
North America	Investments	$270
Central America and the Caribbean	Investments	$227,200,906
East Asia and the Pacific	Investments	$6	INVEST MGMT FEES
Europe (Including Iceland and Greenland)	Investments	$7,098	INVEST MGMT FEES
North America	Investments	$67	INVEST MGMT FEES
Central America and the Caribbean	Investments	$10,000	INVEST MGMT FEES
Europe (Including Iceland and Greenland)	Program Services	$7,229	CONFERENCES/TRAINING

Field	Value	IRS element (for citing)
Subtotal Spent	$270,601,080	SubtotalSpentAmt
Total Spent	$270,601,080	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	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3, COLUMN F	FormAndLineReferenceDesc
Explanation	ACTIVITIES PER REGION THESE AMOUNTS REPRESENT $270,576,680 OF INVESTMENTS AT YEAR END AND $24,400 IN EXPENDITURES BASED ON THE ACCRUAL METHOD OF ACCOUNTING. SEE DETAIL BY REGION BELOW: INVESTMENTS BY REGION: EAST ASIA AND THE PACIFIC $ 47,272 EUROPE $ 43,328,232 NORTH AMERICA $ 270 CENTRAL AMERICA AND THE CARIBBEAN $ 227,200,906 TOTAL $ 270,576,680 EXPENSE BY REGION: EAST ASIA AND THE PACIFIC $ 6 EUROPE $ 7,098 NORTH AMERICA $ 67 CENTRAL AMERICA AND THE CARIBBEAN $ 10,000 EUROPE (INCLUDING ICELAND AND GREENLAND) $ 7,229 TOTAL $ 24,400	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	MAY GOLF TOURN	Event1Nm
Gross Receipts Event1	$310,041	GrossReceiptsEvent1Amt
Charitable Contri Event1	$254,818	CharitableContriEvent1Amt
Gross Revenue Event1	$55,223	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$6,672	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$33,480	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$29,987	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$20,415	OtherDirectExpensesEvent1Amt
Event2	SEPT GOLF TOURN	Event2Nm
Gross Receipts Event2	$147,220	GrossReceiptsEvent2Amt
Charitable Contri Event2	$116,780	CharitableContriEvent2Amt
Gross Revenue Event2	$30,440	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$6,093	NonCashPrizesEvent2Amt
Other Direct Expenses Event2	$26,441	OtherDirectExpensesEvent2Amt
Other Events Total	15	OtherEventsTotalCnt
Gross Receipts Other Events	$433,735	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$416,970	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$16,765	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$16,775	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$38,150	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$48,286	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$890,996	GrossReceiptsTotalAmt
Charitable Contributions Tot	$788,568	CharitableContributionsTotAmt
Gross Revenue Total Events	$102,428	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$12,765	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$50,255	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$68,137	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$95,142	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$226,299	DirectExpenseSummaryEventsAmt
Net Income Summary	-$123,871	NetIncomeSummaryAmt

Field	Value	IRS element (for citing)
Explanation If No	THE STATE OF TEXAS DOES NOT REQUIRE A LICENCE FOR OCCASIONAL GAMING ACTIVITIES (UP TO TWO PER YEAR).	ExplanationIfNoTxt

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

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
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	0	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	$16,425,016	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$16,425,016	NetCommunityBenefitExpnsAmt
Total Expense	0.07110	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$72,879,495	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,029,171	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$27,850,324	NetCommunityBenefitExpnsAmt
Total Expense	0.12070	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$89,304,511	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,029,171	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$44,275,340	NetCommunityBenefitExpnsAmt
Total Expense	0.19180	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$10,145,712	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$10,145,712	NetCommunityBenefitExpnsAmt
Total Expense	0.04400	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,622,752	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$14,323	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,608,429	NetCommunityBenefitExpnsAmt
Total Expense	0.02430	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$16,598,897	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$858,073	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$15,740,824	NetCommunityBenefitExpnsAmt
Total Expense	0.06820	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,294,049	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,294,049	NetCommunityBenefitExpnsAmt
Total Expense	0.00560	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$33,661,410	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$872,396	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$32,789,014	NetCommunityBenefitExpnsAmt
Total Expense	0.14210	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$122,965,921	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$45,901,567	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$77,064,354	NetCommunityBenefitExpnsAmt
Total Expense	0.33390	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$541,920	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$541,920	NetCommunityBenefitExpnsAmt
Total Expense	0.00230	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$541,920	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$541,920	NetCommunityBenefitExpnsAmt
Total Expense	0.00230	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$6,881,273	BadDebtExpenseAmt
Reimbursed By Medicare	$142,551	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$119,344	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$23,207	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

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

Field	Value	IRS element (for citing)
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	BusinessNameLine1Txt

US Address USAddress

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)
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	TX SCOT 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	19	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	SEE SCHEDULE H, PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	20	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.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	999.	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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINE 5	SCOTTISH RITE FOR CHILDREN ("SCOTTISH RITE") AND BKD CONSULTING, LLP ("BKD") COLLABORATED TO CONDUCT AND ASSESS THE NEEDS OF THE COMMUNITY IN PRODUCING THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT. BKD IS ONE OF THE LARGEST CPA AND ADVISORY FIRMS IN THE UNITED STATES, WITH APPROXIMATELY 2,000 PARTNERS AND EMPLOYEES IN 40 OFFICES. BKD SERVES MORE THAN 900 HOSPITALS AND HEALTH CARE SYSTEMS ACROSS THE COUNTRY. PRIMARY DATA WAS OBTAINED FROM PATIENT SURVEYS, PATIENT FOCUS GROUPS AND KEY STAKEHOLDERS. BKD CONDUCTED A HEALTH SURVEY THAT WAS SENT IN ELECTRONIC FORMAT TO MORE THAN 9,000 CURRENT AND FORMER SCOTTISH RITE PATIENTS. TWO HUNDRED FORTY-SEVEN PATIENT FAMILIES PROVIDED INPUT THROUGH THE HEALTH SURVEY, WHICH WAS AVAILABLE IN BOTH ENGLISH AND SPANISH. SEVENTY-TWO PERCENT OF THE SURVEY RESPONDENTS INDICATED THEY LIVED IN THE CHNA COMMUNITY. IN ADDITION, SCOTTISH RITE CONDUCTED TWO PATIENT FOCUS GROUPS TO SOLICIT INPUT FROM PATIENTS' FAMILIES REGARDING THE HEALTH NEEDS OF THEIR CHILDREN. THE PATIENT FOCUS GROUPS WERE CONDUCTED ON JUNE 10, 2019, AND JUNE 11, 2019, AT SCOTTISH RITE'S DALLAS AND FRISCO CAMPUSES. NINE QUESTIONS WERE ASKED AND DISCUSSED, THEN USED TO HELP GATHER DATA FROM THE PARTICIPANTS. INPUT WAS COLLECTED FROM 25 KEY STAKEHOLDERS THROUGH IN-PERSON INTERVIEWS AND ELECTRONIC SURVEYS IN JUNE 2019. 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. THESE INTERVIEWS ARE 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). SOME OF THE SECONDARY DATA SOURCES INCLUDED BUT WERE NOT LIMITED TO TEXAS DEMOGRAPHIC CENTER, TEXAS KIDS COUNT DATA, ROBERT WOOD JOHNSON FOUNDATION AND TEXAS DEPARTMENT OF STATE HEALTH SERVICES. A LIST OF IDENTIFIED NEEDS WAS DEVELOPED USING FINDINGS OBTAINED THROUGH THE COLLECTION OF PRIMARY AND SECONDARY DATA. 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 MANAGEMENT PROVIDED INPUT REGARDING RATINGS FOR THE FACTORS DESCRIBED ABOVE. THE IDENTIFIED HEALTH NEEDS WERE PRIORITIZED, TAKING INTO ACCOUNT THE IMPORTANCE OF THE NEED AS WELL AS THE PERCEIVED DEGREE OF INFLUENCE SCOTTISH RITE HAS TO IMPACT OR RESPOND TO THAT NEED. ALTHOUGH OBESITY, ASTHMA AND MENTAL HEALTH WERE IDENTIFIED BY THE COMMUNITY AT-LARGE AS PRIORITY AREAS, THESE NEEDS WERE NOT FOUND TO BE IN ALIGNMENT WITH SCOTTISH RITE'S PRIMARY MISSION AND STRATEGIC PLAN AS A PREMIER PEDIATRIC ORTHOPEDIC PROVIDER.
PART V, SECTION B, LINE 6B	SCOTTISH RITE ENGAGED THE SERVICES OF BKD TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATED WITH BKD IN PRODUCING THE ORGANIZATION'S CHNA REPORT. PART V, SECTION B, LINE 7A THIS INFORMATION IS AVAILABLE ON OUR WEBSITE AT THIS URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/GETATTACHMENT/B6C3EAA2-1811-41B6-A4B8- 408CFDF02ECB/2019-COMMUNITY-HEALTH-NEEDS-ASSESSMENT A PAPER COPY IS ALSO AVAILABLE FOR INSPECTION.
PART V, SECTION B, LINE 11	AS PART OF THE CHNA, SCOTTISH RITE AND BKD CONDUCTED THE ASSESSMENT FROM MAY 2019 TO SEPTEMBER 2019. 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. IMPROVE COORDINATION OF CARE 3. IMPROVE CHILD HEALTH STATUS SCOTTISH RITE STRATEGIES FOR IMPROVING ACCESS TO HEALTH CARE SERVICES: A: AFFORDABILITY OF SERVICES/FINANCIAL STRESS ACCORDING TO THE 2020 AMERICAN COMMUNITY SURVEY, 238,271 CHILDREN (UNDER THE AGE OF 19) IN DALLAS, DENTON, COLLIN AND TARRANT COUNTY COMMUNITIES DO NOT HAVE INSURANCE. MANY OF THE PATIENT SURVEY RESPONDENTS RANKED "AFFORDABILITY OF SERVICES AND FINANCIAL STRESS ON THE FAMILY" AS THE BIGGEST CHALLENGE FACED BY PATIENT SURVEY RESPONDENTS. FAMILIES DESIRED MORE INFORMATION AND INCREASED UNDERSTANDING REGARDING FINANCIAL ASSISTANCE OPTIONS AVAILABLE TO THEM. SCOTTISH RITE'S OBJECTIVE IS TO INCREASE COMMUNITY AND PATIENT FAMILY AWARENESS OF THE FINANCIAL ASSISTANCE PROGRAM AT SCOTTISH RITE, AS WELL AS FACILITATE AWARENESS OF OTHER RESOURCES IN THE COMMUNITY, TO FURTHER ENSURE THAT CONCERNS ABOUT AFFORDABILITY DO NOT INTERFERE WITH FAMILIES ACCESSING CARE. THE ANTICIPATED IMPACT IS FOR MORE PATIENT FAMILIES TO ENROLL IN THE FINANCIAL ASSISTANCE PROGRAM AND/OR HAVE ACCESS TO RESOURCES FOR INSURANCE COVERAGE, FURTHER ELIMINATING PERECIVED BARRIERS TO ACCESS. THE STRATEGIES SCOTTISH RITE IMPLEMENTED AND CONTINUES USING TO ADDRESS AFFORDABILITY OF SERVICES/FINANCIAL STRESS ARE: 1. CONTINUE OUTREACH AND EDUCATION TO SCHOOLS, PHYSICIAN OFFICES, EDUCATIONAL CONFERENCES AND FREE/INCOME-BASED CLINICS THAT ARE DELIVERING SERVICES AND WORKING IN UNDERSERVED COMMUNITIES 2. IMPROVE AND EXPAND COMMUNICATION OF THE FINANCIAL ASSISTANCE PROGRAM 3. CONTINUE TO CONNECT PATIENTS TO ORGANIZATIONS THAT PROVIDE RESOURCES RESOURCES/POTENTIAL PARTNERS SCOTTISH RITE WILL CONTINUE TO DEDICATE INTERNAL RESOURCES AS WELL AS MAINTAIN AND EXPAND COLLABORATIONS WITHIN THE COMMUNITY WITH LOCAL SCHOOL DISTRICTS, PHYSICIAN OFFICES, EDUCATIONAL CONFERENCES AND FREE/INCOME-BASED CLINICS, TO MEET THE PRIORITIZED HEALTH NEED, CONTINUING TO PROVIDE EDUCATION REGARDING RESOURCES AVAILABLE TO IMPROVE ACCESS FOR THE SERVICES PROVIDED AT SCOTTISH RITE. B: ACCESS TO SERVICES NORTH TEXAS HAS A LACK OF SPECIALISTS AND SERVICES IN THE UNDERSERVED AREAS OF THE COMMUNITY. THERE IS A SHORTAGE OF PROVIDERS WHO ACCEPT MEDICAID, AND 32.2% OF CHILDREN IN OUR CHNA COMMUNITY ARE ENROLLED IN MEDICAID. PATIENT SURVEY RESPONDENTS RANKED "AVAILABILITY OF SERVICES CLOSE TO HOME" AS THE SECOND HIGHEST-RANKED CHALLENGE RELATED TO ACCESS FACED BY PATIENT SURVEY RESPONDENTS. THE OBJECTIVE IS TO INCREASE COMMUNITY ACCESS AND REDUCE BARRIERS TO OUR SERVICES. THE ANTICIPATED IMPACT IS TO TREAT MORE CHILDREN THAT HAVE LIMITED ACCESS TO CARE WITHIN OUR SCOPE OF SERVICES AROUND THE METROPLEX. THE STRATEGIES WE HAVE BEEN CONTINUING TO IMPLEMENT TO INCREASE ACCESS TO SERVICES ARE: 1. CONTINUE TO EVALUATE ADDITIONAL ACCESS POINTS TO INCREASE PATIENT ACCESS TO THE SERVICES IN UNDERSERVED AREAS 2. FURTHER DEVELOP COMMUNITY PARTNERSHIP WITH NOT-FOR-PROFIT ENTITIES TO INCREASE AWARENESS AND BRING SERVICES OUT TO THE COMMUNITY 3. ELIMINATE BARRIERS TO SCHEDULING APPOINTMENTS AND TIMELY CARE 4. CONTINUE OUTREACH EFFORTS TO BRING AWARENESS OF OUR SERVICES AND EXPAND REACH MOREOVER, AS HEALTH CARE ORGANIZATIONS CONTINUED MANAGING COVID-19, SCOTTISH RITE'S STRATEGIES IN ADDRESSING ACCESS ALSO REQUIRED CHANGES AND VARIOUS PRIORITY SHIFTING. IN ADHERENCE TO CDC GUIDELINES, SCOTTISH RITE TOOK EVERY MEASURE TO PROTECT THE WELL-BEING OF EACH PATIENT, FAMILY, STAFF AND COMMUNITY MEMBER THROUGHOUT THE COVID-19 PANDEMIC. SCOTTISH RITE WAS FORCED TO PLACE LIMITS ON THE NUMBER OF CAREGIVERS AND FAMILY MEMBERS ALLOWED TO ACCOMPANY A PATIENT TO CLINIC VISITS AND SURGERIES. ANY SURGERY THAT WAS ELECTIVE OR THAT THE PROVIDER DID NOT DEEM CRITICAL WERE RESCHEDULED AS SOON AS CIRCUMSTANCES ALLOWED. WHILE COMMUNITY-FOCUSED AMENITIES WERE CLOSED TO THE GENERAL PUBLIC, THE HOSPITAL'S CONFERENCE CENTER WAS REPURPOSED TO A WAITING ROOM FOR FAMILIES THAT WERE NOT ABLE TO ATTEND THE APPOINTMENT DUE TO VISITOR RESTRICTIONS, AND THE CENTER ALSO PROVIDED A SPACE FOR FAMILIES TO SOCIAL DISTANCE. DURING THE COVID-19 DELTA PEAK, SCOTTISH RITE CONTINUED TO ACCEPT PATIENTS AND WALK-INS THROUGH THE FRACTURE PROGRAM ON THE FRISCO CAMPUS TO HELP ALLEVIATE EMERGENCY ROOM AND URGENT CARE CROWDING EXPERIENCED COMMUNITY-WIDE. THE TELEMEDICINE PROGRAM, PILOTED IN 2019, BECAME A CRUCIAL WAY FOR SCOTTISH RITE TO CONTINUE IMPROVING ACCESS TO SERVICES AND PROVIDE CARE TO ITS PATIENTS DURING THE COVID-19 PANDEMIC. FROM OCTOBER 2020 TO SEPTEMBER 2021, WE COMPLETED 3,664 TELEHEALTH VISITS ACROSS 14 DEPARTMENTS. RESOURCES/POTENTIAL PARTNERS SCOTTISH RITE WILL CONTINUE TO DEDICATE INTERNAL RESOURCES, AS WELL AS MAINTAIN AND EXPAND COLLABORATIONS WITHIN THE COMMUNITY WITH GROUPS SUCH AS LOCAL SCHOOL DISTRICTS, YMCA NORTH TEXAS, YOUTH SPORT GROUPS, PHYSICIAN OFFICES, HEALTH SYSTEMS, URGENT CARE FACILITIES, EDUCATIONAL CONFERENCES AND SCHOOL NURSES TO MEET THE PRIORITIZED HEALTH NEEDS. SCOTTISH RITE STRATEGIES FOR IMPROVING COORDINATION OF CARE: LACK OF COORDINATED CARE CONTINUES TO BE A CHALLENGE FACED BY PATIENT FAMILIES. FEEDBACK FROM THE PATIENT FOCUS GROUPS THAT WERE CONDUCTED HIGHLIGHTED A DESIRE FOR HELP NAVIGATING TREATMENT FOR THEIR CHILD. A SCOTTISH RITE OBJECTIVE IS TO INCREASE COMMUNICATION AND COORDINATION OF CARE AMONG PROVIDERS AND PATIENT FAMILIES. THE ANTICIPATED IMPACT IS FOR BETTER COORDINATION OF CARE THAT IS EFFICIENT AND EFFECTIVE ACROSS THE ORGANIZATION AND EASE OF NAVIGATING THROUGH THE HEALTH CARE SYSTEM FOR PATIENT FAMILIES. THE STRATEGIES WE HAVE BEEN CONTINUING TO IMPLEMENT TO IMPROVE COORDINATION OF CARE ARE: 1. EXPAND CURRENT TRANSITION OF CARE PROGRAM TO ADDITIONAL COMPLEX DIAGNOSES TO IMPROVE THE COORDINATION FROM PEDIATRIC TO ADULT CARE 2. EVALUATE WAYS TO IMPROVE CARE COORDINATION RESOURCES/POTENTIAL PARTNERS SCOTTISH RITE WILL CONTINUE TO DEDICATE INTERNAL RESOURCES, AS WELL AS MAINTAIN AND EXPAND COLLABORATIONS WITHIN THE COMMUNITY, TO MEET THE PRIORITIZED HEALTH NEED WITH ADULT PROVIDERS/FACILITIES, PEDIATRIC PROVIDERS AND SCHOOL NURSES TO IMPROVE COORDINATION OF CARE. SCOTTISH RITE STRATEGIES FOR IMPROVING CHILD HEALTH STATUS: A: HEALTH EDUCATION AND FAMILY SUPPORT PATIENT FAMILIES ARE OFTEN ISOLATED AND WOULD LIKE TO BE CONNECTED WITH OTHER PATIENT FAMILIES WITH SIMILAR EXPERIENCES. MANY DESIRE INFORMATION TO HELP THEM IDENTIFY AVAILABLE RESOURCES IN THE COMMUNITY TO ASSIST IN THE TREATMENT AND CARE OF THEIR CHILD. THE OBJECTIVE IS TO BRING AWARENESS TO THE COMMUNITY ABOUT THE SERVICES PROVIDED BY SCOTTISH RITE AND ITS FAMILY RESOURCE CENTER (FRC), WORK WITH KEY LOCAL SUPPORT GROUPS AND PROVIDE PATIENT EDUCATION MATERIALS TO PATIENT FAMILIES REGARDING ADDITIONAL RESOURCES THAT ARE AVAILABLE HERE AND IN THE COMMUNITY. THE ANTICIPATED IMPACT IS FOR A MORE INFORMED COMMUNITY AND PATIENT FAMILIES ON SERVICES PROVIDED AND RESOURCE AVAILABILITY. THE STRATEGIES WE HAVE BEEN CONTINUING TO IMPLEMENT TO INCREASE HEALTH EDUCATION AND FAMILY SUPPORT ARE: 1. INCREASE OUR PATIENT FAMILIESCOMMUNITY'S AWARENESS ABOUT THE SCOTTISH RITE FAMILY RESOURCE CENTER 2. EVALUATE BEST WAYS TO BUILD CONNECTIONS WITH KEY LOCAL SUPPORT GROUPS 3. ENHANCE THE ONLINE PRESENCE FOR PATIENT EDUCATION MATERIALS BY WEBSITE ENGAGEMENT AND OTHER MEDIA PLATFORMS 4. INCREASE EDUCATION AND AWARENESS THROUGH COMMUNITY PARTNERSHIPS RESOURCES/POTENTIAL PARTNERS SCOTTISH RITE WILL CONTINUE TO DEDICATE INTERNAL RESOURCES, AS WELL AS MAINTAIN AND EXPAND COLLABORATIONS WITHIN THE COMMUNITY GROUPS SUCH AS YMCA NORTH TEXAS, LOCAL SUPPORT GROUPS, COMMUNITY PARTNERS, SCHOOL DISTRICTS, COACHES/ATHLETIC TRAINERS, SCHOOL NURSES AND YOUTH SPORT GROUPS TO MEET THE PRIORITIZED HEALTH NEEDS, AS WELL AS, PROVIDING AND CONNECTING THE COMMUNITY TO SERVICES AND RESOURCES PROVIDED BY SCOTTISH RITE. B: MENTAL HEALTH AND BEHAVIORAL CONDITIONS THERE IS A SHORTAGE OF MENTAL HEALTH SERVICES AND PROVIDERS WITHIN THE COMMUNITY. PATIENT SURVEY RESPONDENTS AND PATIENT FOCUS GROUP PARTICIPANTS RANKED "MENTAL HEALTH/BEHAVIORAL" AS ONE OF THE MOST IMPORTANT HEALTH ISSUES IMPACTING CHILDREN. THE OBJECTIVE IS TO IMPROVE ACCESS TO MENTAL/BEHAVIORAL HEALTH SERVICES FOR OUR PATIENT POPULATION AND SUPPORT/PROVIDE ADDITIONAL RESOURCES/CARE THAT MAY BE NEEDED. THE ANTICIPATED IMPACT I
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. 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. 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. 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 47 YEARS, DURING FY 2021, THE SCOTTISH RITE O&P DEPARTMENT FITTED MORE THAN 7,900 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 MEDICAL 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. SEE FURTHER DETAIL ABOVE. 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. 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'S OUTREACH SERVICES ALLOW 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 CURRICULUM, THE EFFECTS OF THE CURRICULUM TAUGHT IN PUBLIC SCHOOLS AND LONG-TERM OUTCOMES OF THE CENTER'S DYSLEXIA INTERVENTION. DURING THE COVID-19 PANDEMIC, STUDENTS AND TEACHERS OF THE DYSLEXIA LAB SCHOOL TRANSITIONED HOME AND WERE USING ONLINE LEARNING, AND THERAPIST TRAINING ACTIVITIES TRANSITIONED TO ONLINE ONLY, ALL WITH A GOAL OF MINIMIZING DISRUPTION OF SERVICES. IN PERSON SERVICES AND TRAINING RESUMED AS SOON AS POSSIBLE IN ACCORDANCE WITH ALL GUIELINES. 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. 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 VENDOR(S) FROM A LIST OF VENDORS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING SOURCE: - DURABLE MEDICAL EQUIPMENT - HOME HEALTH SERVICES - MEDICAL SUPPLIES - MENTAL HEALTH - 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
PART V, SECTION B, LINE 20E	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 CHLDRN ORTHOPEDIC & SP
5700 DALLAS PARKWAY	FRISCO	TX	75034	OUTPATIENT CLINIC DEPARTMENT OF HOSPITAL
SCOTTISH RITE FOR CHILDREN AT THE STAR
3800 GAYLORD PARKWAY SUITE 850	FRISCO	TX	75034	OUTPATIENT CLINIC

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3B	FPG AS A FACTOR IN DETERMINING ELIGIBLITY FOR DISCOUNTED CARE FAMILY INCOME LIMIT FOR ELIGIBLITY FOR DISCOUNTED CARE: 1000% PART I, LINE 3C ELIGIBILITY FOR FINANCIAL ASSISTANCE SINCE ITS FOUNDING IN 1921, TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN ("SCOTTISH RITE") HAS PROVIDED CARE TO PATIENTS WITH NEEDS WITHIN THE HOSPITAL'S SCOPE OF SERVICES AT NO CHARGE. AS THE HOSPITAL 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.
PART I, LINE 6A	COMMUNITY BENEFIT REPORT A COMMUNITY BENIFIT REPORT WAS CREATED FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2021, A COMMUNITY BENEFIT REPORT WILL BE FILED WITH THE STATE OF TEXAS. THE COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST. PART I, LINE 7 COSTING METHODOLOGY 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.
PART II, LINE 9	COMMUNITY BUILDING ACTIVITIES ALTHOUGH MANY OF THESE ACTIVITIES WERE PUT ON HOLD DURING THE COVID-19 PANDEMIC, AS RESTRICTIONS WERE LIFTED, SCOTTISH RITE REENGAGED IN COMMUNITY BUILDING ACTIVITIES SUCH AS THERAPEUTIC RECREATION OUTREACH PROGRAMS, WHICH HELP CONNECT PATIENTS TO RESOURCES IN THE COMMUNITY AND PROMOTE HEALTH. EXAMPLES OF PROGRAMS THE ORGANIZATION PROVIDES TO PATIENTS: - SPORTS AND RECREATION CAMPS SUCH AS LEARN TO GOLF, A PROGRAM THAT PROVIDES THE TOOLS AND INSTRUCTION NEEDED FOR YOUNG PATIENTS TO EXPERIENCE THE REHABILITATIVE BENEFITS OF THE GAME OF GOLF - SUMMER ALL-STARS, WHICH EMPHASIZES FUN, FITNESS, HEALTHY COMPETITION AND TEAM SPIRIT THROUGH INCLUSIVE SPORTS AND ACTIVITIES, SUCH AS BASKETBALL, GOLF AND TENNIS - CHANCE TO DANCE, A PROGRAM DESIGNED TO INTRODUCE PATIENTS TO VARIOUS TYPES OF DANCE, INCLUDING MODERN, JAZZ, SALSA AND BALLET - EIGHT SPECIALTY CAMPS ARE AVAILABLE FOR CHILDREN UP TO AGE 17 - TUBEROUS SCLEROSIS COMPLEX - UPPER LIMB DIFFERENCES - SPINA BIFIDA - JUVENILE ARTHRITIS - HAND DIFFERENCES 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), ETC. THE ORGANIZATION ANNUALLY HOSTS VARIOUS EVENTS FOCUSED ON COMMUNITY DEVELOPMENT, BUT MOST OF THOSE SCHEDULED FOR THIS TAX YEAR WERE CANCELLED AND/OR RESCHEDULED FOR A LATER DATE DUE TO COVID-19 CONSTRAINTS. THESE INCLUDE FARM & RANCH DAY, BIKE RODEO AND CHILD SAFETY DAY, WHICH ARE HELD AT NO CHARGE TO PARTICIPANTS. THESE EVENTS ARE FOCUSED ON EDUCATION AND 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. THE ORGANIZATION 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. AS STATED ABOVE, MANY OF THESE EVENTS WERE POSTPONED DUE TO CDC RECOMMENDATIONS DURING COVID-19, BUT TRADITIONALLY INCLUDE MEETINGS REGARDING CHILD HEALTH CARE ORGANIZED BY THE DALLAS-FORT WORTH HOSPITAL COUNCIL, ADVANCED MEDICAL TRAINING FOR NURSES AND PHYSICIANS IN CONJUNCTION WITH UT SOUTHWESTERN MEDICAL CENTER AND GATHERINGS OF PATIENT/FAMILY SUPPORT GROUPS FOR THOSE UNDERGOING TREATMENT FOR A CONDITION TREATED AT SCOTTISH RITE.
PART III, SECTION A, LINE 2	METHODOLOGY TO DETERMINE BAD DEBT BAD DEBT EXPENSE IS COMPRISED OF ACTUAL UNCOLLECTIBLE AMOUNTS PLUS AN ALLOWANCE BASED ON HISTORICAL DATA. DISCOUNTS ARE NOT INCLUDED IN BAD DEBT.
PART III, SECTION A, LINE 3	BAD DEBT EXCLUSION OF FINANCIAL ASSISTANCE BAD DEBT EXPENSE DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY.
PART III, SECTION A, LINE 4	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 2021 AUDITED FINANCIAL STATEMENTS.
PART III, SECTION B, LINE 8	MEDICARE ALLOWABLE COSTS THE HOSPITAL HAD AN ESTIMATED AMOUNT THAT AROSE FROM PROVIDING CHARITY CARE SERVICES OF APPROXIMATELY 16,000,000 AND 19,000,000 FOR YEARS ENDED SEPTEMBER 30, 2021, AND 2020, RESPECTIVELY. THE HOSPITAL UTILIZED THE COSTS TO CHARGE RATIOS AS CALCULATED BASED ON ITS MOST RECENT COST REPORTS FILED WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES.
PART III, SECTION C, LINE 9B	COLLECTION PRACTICES 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.
NEEDS ASSESSMENT	PART VI, LINE 2 IN ADDITION TO THE CHNA REPORTED IN PART V, SECTION B, THE HOSPITAL IS AN ACTIVE PARTICIPANT IN VARIOUS DALLAS-FORT WORTH HOSPITAL COUNCIL ACTION GROUPS. A MEMBER OF THE HOSPITAL LEADERSHIP TEAM CHAIRS THE HEALTHCARE COLLABORATIVE WITH THE COUNCIL. THROUGH THE COLLABORATIVE, THE OTHER MAJOR HOSPITAL REPRESENTATIVES WITHIN THE COMMUNITY COME TOGETHER TO GATHER AND ANALYZE DATA, RESOURCES, DISPARITIES AND ACCESS NEEDS, WHILE STRATEGIZING SOLUTIONS FOR CLOSING IDENTIFIED GAPS. IN RECENT YEARS, UNDERTAKINGS OF THIS COLLABORATIVE HAVE INCLUDED A HEALTH NEEDS ASSESSMENT RELATED TO MENTAL HEALTH ACCESS AND SUBSTANCE ABUSE, AS WELL AS THE CREATION, OPTIMIZATION AND MAINTENANCE OF A SEARCHABLE MENTAL HEALTH RESOURCE GUIDE AVAILABLE THROUGH A PUBLIC WEBSITE. THROUGH ADDITIONAL SUBGROUPS, OTHER HEALTH NEEDS ASSESSMENTS AND ACTION PLANS HAVE BEEN CREATED TO ADDRESS MENTAL HEALTH FIRST AID TRAINING, OBESITY AND HEALTH LITERACY. THE HOSPITAL MAINTAINS REPRESENTATION AND CONTRIBUTIONS ON THE MENTAL HEALTH AND HEALTH LITERACY SUBGROUPS.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	PART VI, LINE 3 FAMILIES ARE CONTACTED BY FAMILY SERVICES COUNSELORS PRIOR TO EACH PATIENT'S SCHEDULED SURGICAL PROCEDURES, INPATIENT VISITS, MRI, CT AND ORTHOTICS AND PROSTHETICS TO INFORM THEM ABOUT THE FINANCIAL ASSISTANCE PROGRAM AND TO ASSESS THEIR POTENTIAL QUALIFICATION FOR FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS. FAMILIES ARE NOTIFIED UPON CHECK-IN FOR OUTPATIENT APPOINTMENTS THAT FAMILY SERVICES COUNSELORS ARE AVAILABLE TO OFFER THE SAME APPLICATION. THE FACILITY HAS ALSO POSTED SPECIFICS ABOUT AVAILABLE FINANCIAL ASSISTANCE 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. 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 WILL ALSO BE PROVIDED DURING PHONE CONVERSATIONS WITH PATIENTS REGARDING FINANCIAL CHARGES AND/OR ACCOUNT BALANCES.
COMMUNITY INFORMATION	PART VI, LINE 4 THE COMMUNITY SERVED BY TSRHC CAN BEST BE DEFINED BY UNDERSTANDING ITS PATIENT POPULATION AND CLINICAL FOCUS. THE HOSPITAL IS A 501(C)(3) PEDIATRIC ORTHOPEDIC HOSPITAL IN DALLAS, TEXAS, AND AN OUTPATIENT DEPARTMENT OF THE HOSPITAL, INCLUDING AN AMBULATORY SURGERY CENTER IN FRISCO, TEXAS, WHICH TREATS PEDIATRIC ORTHOPEDIC CONDITIONS, SPORTS INJURIES, FRACTURES, AS WELL AS CERTAIN RELATED ARTHRITIC AND NEUROLOGICAL DISORDERS AND DYSLEXIA/LEARNING DISORDERS. TSRHC PROVIDES PREMIER PEDIATRIC ORTHOPEDIC AND DYSLEXIA SERVICES TO PEDIATRIC PATIENTS FOR WHOM THE SERVICES PROVIDED BY THE HOSPITAL OFFER HOPE OF IMPROVEMENT. THOUGH THE HOSPITAL IS DEDICATED TO PROVIDING CARE TO CHILDREN FROM AROUND THE STATE OF TEXAS AND THROUGHOUT THE U.S., THE MAJORITY OF ITS PATIENTS LIVE IN AN 11-COUNTY GEOGRAPHIC AREA LOCATED IN NORTH TEXAS, WHICH ACCOUNTS FOR MORE THAN 80 PERCENT OF THE HOSPITAL'S PATIENTS. DEFINING ITS PRIMARY COMMUNITY WILL ALLOW THE HOSPITAL TO MORE EFFECTIVELY FOCUS ITS RESOURCES TO ADDRESS IDENTIFIED SIGNIFICANT HEALTH NEEDS TARGETING AREAS OF GREATEST NEED AND HEALTH DISPARITIES. ACCORDING TO THE CENSUS BUREAU, THE 2021 ESTIMATED POPULATION FOR THE PRIMARY SERVICE AREA WAS 7,935,919 PEOPLE. BASED ON 2020 CENSUS BUREAU DATA, THE MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA WAS $64,359. IN 2021, APPROXIMATELY 28.3 PERCENT OF THE PRIMARY SERVICE AREA POPULATION WAS 18 YEARS OR YOUNGER.
PROMOTION OF COMMUNITY HEALTH	PART VI, LINE 5 MEDICAL CARE IS PROVIDED TO CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS NOT TREATED AT OTHER MEDICAL FACILITIES. MANY PROVIDERS AT TSRHC RECEIVE REFERRALS FROM PHYSICIANS AND CHILDREN'S HOSPITALS IN THE PRIMARY SERVICE AREA BECAUSE THE PATIENT'S CONDITION IS EITHER TOO ACUTE OR IN SOME CASES, SO RARE, THE REFERRING FACILITY DOES NOT HAVE ADEQUATELY TRAINED OR EXPERIENCED STAFF TO PROVIDE THE NECESSARY CARE. THE HOSPITAL 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 TSRHC CAN APPROPRIATELY MEET THE NEEDS OF THE CHILD. WHEN TSRHC IS UNABLE TO PROVIDE SERVICES, TSRHC, 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 HOSPITAL 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, TSRHC HAS STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPEDIC CONDITIONS AND CERTAIN RELATED NEUROLOGICAL DISORDERS. THE HOSPITAL'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; HAND DIFFERENCES; AND SPORTS MEDICINE. THROUGH THE YEARS, TSRHC 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 TSRHC INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILO 5.5 SPINAL SYSTEM; THE TRUE/LOK EXTERNAL FIXATION SYSTEM; AND THE TRUE/LOK HEXAPOD SYSTEM. THE INSTITUTION IS COMMITTED TO TRANSLATING ITS SCIENTIFIC DISCOVERIES INTO IMPROVED CARE AND TREATMENT OUTCOMES FOR CHILDREN WITH MUSCULOSKELETAL CONDITIONS. TO THAT END, THE HOSPITAL 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. IN ADDITION, IT WILL FURTHER EXPAND THE FACILITY'S ROLE AS A TRAINING SITE FOR FELLOWS, VISITING SCIENTISTS AND STUDENTS AND WILL ALSO HOST INTERNATIONAL GATHERINGS DEDICATED TO COLLABORATIVE RESEARCH THAT WILL BENEFIT CHILDREN THROUGHOUT THE COMMUNITY AND AROUND THE WORLD. MEDICAL EDUCATION: FOR 40 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, TSRHC HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL 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 HOLD PRESTIGIOUS MEDICAL POSITIONS ACROSS THE COUNTRY AND AROUND THE WORLD. IN ADDITION TO THE FELLOWSHIP PROGRAM, THE HOSPITAL PARTICIPATES IN RESIDENCY TRAINING PROGRAMS IN NEUROLOGY, RHEUMATOLOGY, ORTHOPEDICS, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENT DISABILITIES. THE HOSPITAL ALSO HAS VARIOUS AFFILIATION PROGRAMS FOR EDUCATION IN PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PROSTHETICS AND VARIOUS OTHER DISCIPLINES. 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. TSRHC UNDERSTANDS THAT FAMILIES WHOSE CHILDREN ARE DIAGNOSED WITH MEDICAL CONDITIONS HAVE MANY QUESTIONS, AND THE FAMILY RESOURCE CENTER CAN HELP THE TSRHC PATIENTS AND FAMILIES FIND ANSWERS. THE CENTER SERVES AN AVERAGE OF 2,000 FAMILIES ANNUALLY. FAMILY ROOM AND CHAPEL: 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. 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 BROTHERS AND SISTERS. FAMILY SERVICES DEPARTMENT: THE FAMILY SERVICES DEPARTMENT SERVES AS A SUPPORT CENTER FOR PATIENTS AND THEIR FAMILIES WHILE THEY ARE RECEIVING TREATMENT AT TSRHC. 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. 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 VENDOR(S) FROM A LIST OF VENDORS 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. TSRHC'S PATIENT EDUCATION IS CREATED AND MAINTAINED BY AN INTERDISCIPLINARY TEAM OF PHYSICIANS, NURSES AND ANCILLARY SERVICES THROUGHOUT THE ORGANIZATION. THIS ROBUST LIBRARY OF MATERIALS INCLUDES EDUCATION PIECES ON SPECIFIC SURGERIES, CONDITIONS, AND MEDICAL PROCESSES, ALONG WITH MORE GENERAL AND BASIC HEALTH EDUCATION. AVAILABLE IN BOTH ENGLISH AND SPANISH, OVER 700 PIECES OF EDUCATION ARE AVAILABLE FOR STAFF USE TO PROVIDE TO PATIENTS AND FAMILIES. THE MATERIAL IS WRITTEN BY TSRHC 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: RESOURCE DETAILS ARE MAINTAINED BY THE SCOTTISH RITE SOCIAL WORK TEAM AND ARE FOUND IN THE RESOURCE DIRECTORY AND ON THE STAFF INTRANET PAGE. RESOURCES FOUND WITHIN THIS DIRECTORY INCLUDE VENDOR INFORMATION FOR 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. THIS INFORMATION IS SEARCHABLE 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 TSRHC SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION TSRHC PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY AGE OUT OF SERVICES RECEIVE THE NECESSARY ASSISTANCE. CATEGORIES OF CARE WITH WHICH 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 SERVI
STATE FILINGS OF COMMUNITY BENEFIT REPORT	REPORT PART VI, LINE 7 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2021, A COMMUNITY BENEFIT REPORT WAS FILED WITH THE STATE OF TEXAS.

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	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
PEDI-ORTHO HEALTH CORP
2222 Welborn	Dallas	TX	75219	752665759	501(c)(3)	$91,790	MEDICAL CARE AND RESEARCH
DALLAS SAFETY NET SUPPORT CORPORATION
1441 N BECKLEY	Dallas	TX	75203	823131059	501(c)(3)	$1,294,049	DALLAS COUNTY INDIGENT CARE

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	USE OF GRANT FUNDS	FormAndLineReferenceDesc
Explanation	SCHEDULE I, PART 1, LINE 2 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)
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 (33 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
ROBERT L WALKER
PRESIDENT & CEO	$1,239,953	$0	$0	$0	$128,932	$0	$0	$0	$28,211	$0	$1,397,096	$0	$16,176	$0
MARK G BATEMAN
SVP PUBLIC RELATIONS	$396,214	$0	$0	$0	$50,251	$0	$17,100	$0	$26,029	$0	$489,594	$0	$0	$0
MATTHEW S CHANCE
SR VP & COO	$453,553	$0	$0	$0	$53,894	$0	$17,100	$0	$39,620	$0	$564,167	$0	$0	$0
LORI L DALTON
SR VP, GENERAL COUNSEL	$504,961	$0	$0	$0	$48,402	$0	$17,100	$0	$37,864	$0	$608,327	$0	$0	$0
WILLIAM R HUSTON
FRM SVP & CFO (RET 9/2020)	$540,279	$0	$0	$0	$89,539	$0	$17,100	$0	$9,744	$0	$656,662	$0	$0	$0
FREDRIC D RICHMOND
SR VP & CIO	$477,390	$0	$0	$0	$51,591	$0	$17,100	$0	$35,365	$0	$581,446	$0	$0	$0
STEPHANIE K BRIGGER
VP DEVELOPMENT	$230,330	$0	$0	$0	$28,644	$0	$178,015	$0	$13,037	$0	$450,026	$0	$0	$0
LESLIE A CLONCH JR
VP CHIEF INFORMATION OFFICER	$438,791	$0	$0	$0	$55,561	$0	$17,100	$0	$39,665	$0	$551,117	$0	$0	$0
ASHLEY C GIVENS
VP, DEVELOPMENT/EVENTS	$142,741	$0	$0	$0	$19,464	$0	$51,868	$0	$35,041	$0	$249,114	$0	$0	$0
ELLEN E HAYNES
VP, MAJOR GIVING(RES 1/8/2021)	$192,624	$0	$0	$0	$24,544	$0	$12,019	$0	$12,024	$0	$241,211	$0	$0	$0
JEREMY L HOWELL
VP, NORTH CAMPUS	$243,783	$0	$0	$0	$27,740	$0	$15,555	$0	$36,882	$0	$323,960	$0	$0	$0
JENNY J JOHNSON
VP, REVENUE CYCLE	$195,352	$0	$0	$0	$23,354	$0	$12,311	$0	$20,974	$0	$251,991	$0	$0	$0
DONALD E KATZ
VP, FACILITIES (SEE SCH J**)	$285,474	$0	$0	$0	$60,075	$0	$186,221	$0	$36,602	$0	$568,372	$0	$0	$0
KRISTINA L KEEVER-SMITH
VP, INVESTMENTS	$291,640	$0	$0	$0	$24,411	$0	$181,238	$0	$1,590	$0	$498,879	$0	$0	$0
DEBRA A SAYLES
VP, CNO (RET 12/31/21)	$377,824	$0	$0	$0	$46,383	$0	$0	$0	$13,200	$0	$437,407	$0	$0	$0
CONNIE B WRIGHT
FRM VP HR (RES 06/2020)	$331,288	$0	$0	$0	$19,436	$0	$12,279	$0	$12,396	$0	$375,399	$0	$0	$0
JEAN A ALLEN
FRM CONTROLLER (RET 01/2020)	$120,619	$0	$0	$0	$40,144	$0	$9,008	$0	$324	$0	$170,095	$0	$0	$0
DANIEL J SUCATO MD MS
CHIEF OF STAFF	$1,038,262	$36,900	$0	$0	$2,219,899	$0	$782,707	$0	$37,165	$0	$4,078,033	$36,900	$0	$0
B STEPHENS RICHARDS MD
CMO (SEE SCH J)**(RET 6/30/21)	$815,775	$0	$0	$0	$77,088	$0	$0	$0	$28,030	$0	$920,893	$0	$0	$0
LORI A KAROL MD
FRM AST COS/COQ (DEC 2/26/22)	$464,509	$10,400	$0	$0	$62,056	$0	$0	$0	$19,705	$0	$546,270	$10,400	$0	$0
KARL E RATHJEN MD
ASST COS (SEE SCH J **)	$508,719	$17,200	$0	$0	$582,126	$0	$243,249	$0	$12,753	$0	$1,346,847	$17,200	$0	$0
PHILIP L WILSON MD
ASST COS/MED DIR (SEE SCH J**)	$712,265	$43,600	$0	$0	$40,825	$0	$207,653	$0	$24,258	$0	$985,001	$43,600	$0	$0
MOLLY E DEMPSEY MD
CMIO (RET 11/20)(SEE SCH J**)	$498,261	$0	$0	$0	$1,158,949	$0	$338,387	$0	$11,003	$0	$2,006,600	$0	$0	$0
AMY L MCINTOSH MD
ORTHOPAEDIC SURGEON	$698,934	$45,500	$0	$0	$79,540	$0	$17,100	$0	$36,910	$0	$832,484	$45,500	$0	$0
BRANDON A RAMO MD
ASST. CHIEF OF QUALITY	$698,195	$42,600	$0	$0	$79,161	$0	$17,100	$0	$39,665	$0	$834,121	$42,600	$0	$0
ROBERT L WIMBERLY MD
ORTHOPEDIC SURGEON	$696,629	$43,700	$0	$0	$58,849	$0	$17,100	$0	$42,165	$0	$814,743	$43,700	$0	$0
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	$696,779	$45,700	$0	$0	$79,161	$0	$17,100	$0	$39,665	$0	$832,705	$45,700	$0	$0
COREY S GILL MD
ORTHOPEDIC SURGEON	$702,634	$43,800	$0	$0	$79,114	$0	$17,100	$0	$22,242	$0	$821,090	$43,800	$0	$0
JC MONTGOMERY JR
President Emeritus (RET. 6/18)	$0	$0	$0	$0	$121,889	$0	$0	$0	$0	$0	$121,889	$0	$0	$0
JOHN A HERRING MD
COS EMERITUS (RET 08/30/20)	$421,871	$0	$0	$0	$92,529	$0	$0	$0	$17,862	$0	$532,262	$0	$0	$0
CHARLES E JOHNSTON MD
ASST COS EMERITUS(RET 4/16/21)	$646,843	$0	$0	$0	$89,499	$0	$0	$0	$25,721	$0	$762,063	$0	$52,163	$0
LAWSON A COPLEY MD
FORMER CMIO (SEE SCH J**)	$21,700	$687,894	$0	$0	$25	$518,668	$0	$374,405	$0	$39,565	$21,725	$1,620,532	$0	$0
CYNTHIA A WOERZ MD
ANESTHESIOLOGIST	$492,656	$0		$0	$701,257	$0	$274,836	$0	$22,487	$0	$1,491,236	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE J, PART I, LINE 4A

SEVERANCE PAYMENTS CONNIE B. WRIGHT RECEIVED $129,941 IN SEVERANCE PAYMENTS IN CALENDAR YEAR 2020.

**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 2020 (INCLUDED ON SCH J, PART II, COL C) PHILIP WILSON - $220,570 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES VESTED IN THIS PLAN IN CALENDAR YEAR 2020 AND THEIR CUMULATIVE ACCRUED BENEFITS SINCE INCEPTION, AS REFERENCED BELOW, ARE SUBJECT TO TAXATION (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5) MOLLY DEMPSEY - $1,128,735 KRIS KEEVER-SMITH - $695 DANIEL SUCATO - $2,123,699 CYNTHIA WOERZ - $660,203 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2020, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) AND W-2, BOX 5) LAWSON COPLEY - $478,076 - EMPLOYEE OF RELATED ENTITY DON KATZ - $26,943 KARL RATHJEN - $547,939 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE PLAN WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5) J.C. MONTGOMERY, JR - $121,889.16 MOLLY E. DEMPSEY - $8,555.10 LORI A. KAROL - $18,416.85 (DECEEASED 2/26/2022) JOHN A. HERRING - $58,552.56 THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIGIBLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY), AND ARE TAXABLE TO PARTICIPANTS WHEN AND AS PAID. UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENT IN 2020 (INCLUDED ON SCH J, PART II, COL F, AND W-2, BOX 1 AND BOX 5) CHARLES JOHNSTON - $100,848 ROBERT WALKER - $32,352 THE FLEXIBLE BENEFITS PLAN IS A NON QUALIFIED 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 2020. (INCLUDED IN SCH J, PART II, COL 8 (III), AND W-2, BOX 5) ALLEN, JEAN - $9,872.00 BATEMAN, MARK - $18,045.00 BRIGGER, STEPHANIE - $10,428.00 CHANCE, MATT - $20,250.00 CLONCH, JR., LESLIE A. - $20,208.00 DALTON, LORI L. - $23,175.00 DEMPSEY, M.D., MOLLY - $27,340.00 ELLIS, M.D., HENRY - $30,260.00 GILL, M.D., COREY - $30,232.00 GIVENS, ASHLEY - $6,720.00 HAYNES, ELLEN - $8,868.00 HERRING, M.D., TONY - $23,625.00 HOWELL, JEREMY - $11,309.00 HUSTON, WILLIAM R. - $27,810.00 JOHNSON, JENNY - $8,948.00 JOHNSTON, M.D., CHARLES E. - $27,144.00 KAROL, M.D., LORI A. - $31,129.00 (DECEASED 2/26/2022) KATZ, DONALD E. - $13,348.00 KEEVER-SMITH, KRISTINA L. - $13,117.00 MCINTOSH, M.D., AMY - $30,260.00 PODESZWA, M.D., DAVID A. - $29,379.00 RAMO, M. D., BRANDON A. - $30,260.00 RATHJEN, M. D., KARL - $22,973.00 RICHARDS, M.D., B. STEVE - $36,900.00 RICHMOND, FREDRIC - $21,830.00 SAYLES, DEBORAH A. - $17,103.00 SUCATO, M.D., DAN - $45,607.00 WALKER, ROBERT L. - $55,125.00 WILSON, M.D., PHILIP L. - $31,129.00 WIMBERLY, M.D., ROBERT L. - $30,260.00 WOERZ, M.D. CYNTHIA - $22,355.00 WRIGHT, CONNIE - $14,400.00 COPLEY, M.D., LAWSON A. - $29,379.00 (EMPLOYED BY RELATED ENTITY)

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$835,480	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$60,587	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
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

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, LINE 32A	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FAMILY OR BUSINESS RELATIONSHIPS	FORM 990, BOX C TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN PROGRAM SERVICES - PATIENT CARE (CONT.) FORM 990, PART III, LINE 4A 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. Program Services - Research (Cont.) FORM 990, PART III, LINE 4B 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. Program Services - Education (Cont.) FORM 990, PART III, LINE 4C FOR 40 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 SUB-SPECIALTY 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. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: LYNDON L. OLSON, TAMMIE SIBLEY, AND RON CARTER HAVE A BUSINESS RELATIONSHIP. 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, HAVE A BUSINESS RELATIONSHIP WITH ROBERT WALKER, AND LORI DALTON 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, TAMMIE SIBLEY, AND KARL RATHJEN 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.
Process used to review the Form 990	Form 990, Part VI, Section B, Line 11b: 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.
Monitoring and enforcement of compliance with conflict of interest policy	FORM 990, PART VI, SECTION B, LINE 12C: 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.
Process for determining compensation	FORM 990, PART VI, SECTION B, LINE 15A AND 15B: 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. BI-ANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF OFFICERS, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2021 FOR OFFICERS AND MEDICAL STAFF.
Process for making documents available to the public	Form 990, Part VI, Section C, Line 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
RECONCILIATION OF NET ASSETS	FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT $ 37,697,290 CHANGE IN BENEFICIAL INTEREST IN TRUSTS $ 5,110,854 TOTAL $ 42,808,144

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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	Dallas	TX	75219	752665759	PHYSICIANS	TX	501(c)(3)	10	TSRH	Yes (true)
TSRHC SCHOLARSHIP FD (DBA LEGACY SCHLRP)
2222 Welborn	Dallas	TX	75219	752106637	SCHOLARSHIPS	TX	501(c)(3)	7	NA	false
TEXAS SCOTTISH RITE HOSPITAL TRUST
C/O JPMORGAN CHASE POB 3038	MILWAUKEE	WI	53201	756013875	SUPPORT ORG	WI	501(c)(3)	12D, III-O	NA	false
TSRH FOR CHILDREN FOUNDATION
2222 Welborn	Dallas	TX	75219	460683787	SUPPORT ORG	TX	501(c)(3)	7	TSRH	Yes (true)

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 (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PEDI-ORTHO HEALTH CORPORATION
b	$91,790	MARKET
PEDI-ORTHO HEALTH CORPORATION
l	$1,174,815	MARKET
PEDI-ORTHO HEALTH CORPORATION
m	$58,966	MARKET
PEDI-ORTHO HEALTH CORPORATION
p	$279,037	MARKET
PEDI-ORTHO HEALTH CORPORATION
q	$1,193,033	MARKET
TSRH FOR CHILDREN FOUNDATION
c	$72,150	MARKET