2022-08-12T12:13:56-05:00 2021-09-30 ERNST & YOUNG US LLP 2323 VICTORY AVENUE SUITE 2000 DALLAS TX 75219 990 2020-10-01 750818178 Texas Scottish Rite Hospital for Crippled Children % JENNIFER DEASON CONTROLLER TEXA 2145595000 2222 Welborn Dallas TX 75219 ROBERT WALKER PRESIDENT & CEO 2145595000 2022-08-11 true ROBERT WALKER 999009999 STEPHANIE LEW P01080011 2149698000 2 2020 2022-09-23 18:48:47Z SEE SCHEDULE O Robert Walker 2222 Welborn Dallas TX 75219 836251020 false X www.scottishritehospital.org X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 34 34 1318 214 1241392 0 25194541 23042181 77516168 98666753 116152693 266189030 88109638 127397652 306973040 515295616 1751923 1385839 0 0 129069603 127413319 0 0 13565048 92138385 108823640 222959911 237622798 84013129 277672818 3238922666 3728441137 266580016 201475007 2972342650 3526966130 X TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION. false false 153898471 1385839 98666753 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.) 14450652 0 0 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.) 5792691 0 0 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.) 174141814 true true false true false false false false true true false false false true true false true false false true false false false true false true true true false true false false false false false false false false true false false false false true true true false false true 221 0 true 1318 true true true false false false false true true false false false false true false X 34 34 true false false false false false false true true false false true true true true true true true true false X JENNIFER DEASON CONTROLLER 2145597862 2222 WELBORN Dallas TX 75219 X DANIEL J SUCATO MD MS CHIEF OF STAFF 40.0 1.0 X 3258161 36900 819872 MOLLY E DEMPSEY MD CMIO (RET 11/20)(SEE SCH J**) 40.0 0.0 X 1657210 0 349390 LAWSON A COPLEY MD FORMER CMIO (SEE SCH J**) 1.0 40.0 X 21725 1206562 413970 CYNTHIA A WOERZ MD ANESTHESIOLOGIST 40.0 0.0 X 1193913 0 297323 ROBERT L WALKER PRESIDENT & CEO 40.0 2.0 X 1368885 0 28211 KARL E RATHJEN MD ASST COS (SEE SCH J **) 40.0 5.0 X 1090845 17200 256002 PHILIP L WILSON MD ASST COS/MED DIR (SEE SCH J**) 40.0 2.0 X 753090 43600 231911 B STEPHENS RICHARDS MD CMO (SEE SCH J)**(RET 6/30/21) 40.0 0.0 X 892863 0 28030 HENRY B ELLIS MD ORTHOPEDIC SURGEON 40.0 1.0 X 775940 45700 56765 AMY L MCINTOSH MD ORTHOPAEDIC SURGEON 40.0 1.0 X 778474 45500 54010 BRANDON A RAMO MD ASST. CHIEF OF QUALITY 40.0 1.0 X 777356 42600 56765 COREY S GILL MD ORTHOPEDIC SURGEON 40.0 1.0 X 781748 43800 39342 ROBERT L WIMBERLY MD ORTHOPEDIC SURGEON 40.0 1.0 X 755478 43700 59265 CHARLES E JOHNSTON MD ASST COS EMERITUS(RET 4/16/21) 30.0 0.0 X 736342 0 25721 WILLIAM R HUSTON FRM SVP & CFO (RET 9/2020) 40.0 1.0 X 629818 0 26844 LORI L DALTON SR VP, GENERAL COUNSEL 40.0 2.0 X 553363 0 54964 FREDRIC D RICHMOND SR VP & CIO 40.0 0.0 X 528981 0 52465 DONALD E KATZ VP, FACILITIES (SEE SCH J**) 40.0 0.0 X 345549 0 222823 MATTHEW S CHANCE SR VP & COO 40.0 1.0 X 507447 0 56720 LORI A KAROL MD FRM AST COS/COQ (DEC 2/26/22) 40.0 1.0 X 526565 10400 19705 LESLIE A CLONCH JR VP CHIEF INFORMATION OFFICER 40.0 0.0 X 494352 0 56765 JOHN A HERRING MD COS EMERITUS (RET 08/30/20) 15.0 0.0 X 514400 0 17862 KRISTINA L KEEVER-SMITH VP, INVESTMENTS 40.0 2.0 X 316051 0 182828 MARK G BATEMAN SVP PUBLIC RELATIONS 40.0 0.0 X 446465 0 43129 STEPHANIE K BRIGGER VP DEVELOPMENT 40.0 0.0 X 258974 0 191052 DEBRA A SAYLES VP, CNO (RET 12/31/21) 40.0 0.0 X 424207 0 13200 CONNIE B WRIGHT FRM VP HR (RES 06/2020) 0.0 0.0 X 350724 0 24675 JEREMY L HOWELL VP, NORTH CAMPUS 40.0 0.0 X 271523 0 52437 JENNY J JOHNSON VP, REVENUE CYCLE 40.0 0.0 X 218706 0 33285 ASHLEY C GIVENS VP, DEVELOPMENT/EVENTS 40.0 0.0 X 162205 0 86909 ELLEN E HAYNES VP, MAJOR GIVING(RES 1/8/2021) 40.0 0.0 X 217168 0 24043 JEAN A ALLEN FRM CONTROLLER (RET 01/2020) 20.0 1.0 X 160763 0 0 JC MONTGOMERY JR President Emeritus (RET. 6/18) 8.0 0.0 X 121889 0 0 TAMMIE L SIBLEY SVP & CFO 40.0 1.0 X 46231 0 1576 RUSSELL C BROWN TRUSTEE 3.0 0.0 X 0 0 0 W VERNON BURKE TRUSTEE 3.0 1.0 X 0 0 0 HAROLD D CARTER VICE CHAIRMAN 4.0 1.0 X X 0 0 0 RONALD L CARTER TRUSTEE 4.0 1.0 X 0 0 0 STEPHEN F CROSS TRUSTEE 3.0 0.0 X 0 0 0 KENNETH C CURRY TRUSTEE 2.0 0.0 X 0 0 0 DAN F DAVIDSON TRUSTEE 4.0 0.0 X 0 0 0 JOSEPH M DEALEY JR TRUSTEE 3.0 0.0 X 0 0 0 CLAUDE O ERVIN TRUSTEE 4.0 0.0 X 0 0 0 JERRY C GILMORE VP/AST SECRETARY (DEC 3/30/22) 4.0 0.0 X X 0 0 0 W M GOWER TRUSTEE 4.0 0.0 X 0 0 0 TOM L HIGGINS TRUSTEE (DEC 4/28/2021) 3.0 0.0 X 0 0 0 BRACK JONES JR TRUSTEE 3.0 0.0 X 0 0 0 JAMES E LANEY VP & TREASURER 4.0 0.0 X X 0 0 0 BERT V MASSEY II TRUSTEE 3.0 0.0 X 0 0 0 DOUGLAS S MAXEY TRUSTEE 3.0 0.0 X 0 0 0 ROBERT A NORTHCUTT PHD TRUSTEE 4.0 1.0 X 0 0 0 JAMES D NYFELER SR TRUSTEE 3.0 0.0 X 0 0 0 LYNDON L OLSON JR CHAIRMAN & TRUSTEE 6.0 1.0 X X 0 0 0 JAMES C PENN TRUSTEE 4.0 0.0 X 0 0 0 MICHAEL K PICKENS TRUSTEE 4.0 0.0 X 0 0 0 RONALD L SKAGGS VP & SECRETARY 4.0 0.0 X X 0 0 0 JEFF W SMITH TRUSTEE 4.0 0.0 X 0 0 0 GUY F STOVALL JR VP & ASST. TREASURER 3.0 0.0 X X 0 0 0 JOE H TYDLASKA TRUSTEE 3.0 0.0 X 0 0 0 H FINLAY WATKINS TRUSTEE 3.0 0.0 X 0 0 0 RALPH WAYNE TRUSTEE 3.0 0.0 X 0 0 0 MICHAEL L WIGGINS PHD TRUSTEE 3.0 1.0 X 0 0 0 JOHN E WOOD TRUSTEE 3.0 0.0 X 0 0 0 M DOUGLAS ADKINS VICE CHAIRMAN 4.0 1.0 X X 0 0 0 W EUGENE BROOKSHIRE TRUSTEE 3.0 0.0 X 0 0 0 KIM ASKEW TRUSTEE 3.0 0.0 X 0 0 0 JAMES F CHAMBERS TRUSTEE 3.0 0.0 X 0 0 0 JAMES L WILLIAMS TRUSTEE 3.0 0.0 X 0 0 0 19963995 1535962 3641734 254 true true false HCBECK LTD 1807 ROSS STE 500 DALLAS TX 75201 CONSTRUCTION 15300191 UTSW MEDICAL CENTER LOCK BOX 845477 DALLAS TX 75284 RESEARCH & MEDICAL 1657228 NORTHERN TRUST COMPANY 50 S LASALLE ST CHICAGO IL 60675 INVESTMENT MGMT 1473723 HKS INC PO BOX 731121 DALLAS TX 75373 ARCHITECTURAL 2715352 THREE LINK SOLUTIONS 409 MAJESTIC CT KELLER TX 76248 CONSULTING 2383533 54 788568 72150 5707550 16473913 896067 23042181 OUTPATIENT REVENUE 622310 165730316 165730316 INPATIENT REVENUE 622310 67670181 67670181 DEDUCTIONS FROM REVENUE 622310 -141639033 -141639033 OTHER PATIENT RELATED REV 622310 6905289 6905289 98666753 73563058 -276306 73839364 0 121334936 121334936 439111 39952 399159 0 399159 399159 506670376 2672320 315789529 927195 190880847 1745125 192625972 3000 192622972 102428 788568 226299 -123871 -123871 0 0 0 5534453 3972429 1562024 1411217 150807 SURFACE DAMAGE/WATER SALE 110000 3385691 3385691 CAFETERIA/CATERING SALES 722310 497216 497216 CONFERENCES & SEMINARS 611430 27003 27003 315494 103481 212013 4225404 515295616 98666753 1241392 392345290 1385839 1385839 0 0 0 11865920 3660322 6684979 1520619 0 89953704 78166751 8711200 3075753 8885005 6993068 1491539 400398 11021536 9804317 818616 398603 5687154 4886752 574668 225734 0 535231 528167 7064 738697 738697 26860 26860 0 5806338 5806338 8772339 4456426 4209031 106882 4985886 1790 81019 4903077 13377266 9169975 2739042 1468249 11643884 8557264 2798662 287958 0 9040086 8185362 640912 213812 129370 70477 56686 2207 0 157497 139191 17771 535 65405 28869 35178 1358 0 21834820 18859326 2190564 784930 1155953 37188 1095058 23707 MEDICAL & OTHER SUPPLIES 20021679 19738897 138620 144162 RANCH OPERATIONS 3359583 3359583 BAD DEBT EXPENSE 6881273 6881273 CGA ACTUARIAL EXPENSE 291473 291473 237622798 174141814 49915936 13565048 1138643 721996 0 0 11356316 5257871 29152082 51796727 0 0 0 0 6203 0 3962553 5712530 8090186 7211499 553762433 246617634 300219563 307144799 2794035441 3250126837 97795 157721 0 0 0 0 90863884 100311157 3238922666 3728441137 24787797 25213816 0 0 463918 563063 23000000 0 0 0 0 0 0 0 0 0 218328301 175698128 266580016 201475007 X 2836073082 3462216165 136269568 64749965 2972342650 3526966130 3238922666 3728441137 X 277672818 234142518 42808144 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 26860 26860 false PART II-B, LINE 1I 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. 2216104723 2500 294544855 18183387 2492468691 2061276404 10690156 150231493 6093330 2216104723 164029028 1935008594 63090266 100851484 2061276404 159673309 18347909 5735433 19727623 164029028 125526503 32469355 11892042 10214591 159673309 0.97000 0.01000 0.02000 true false 52915825 52915825 370023214 152987029 217036185 1450904 478779 972125 129372490 93151826 36220664 307144799 0 ACCRUED PENSION COSTS 76666040 MANAGEMENT BENEFIT PLAN 18647105 EMPLOYEE BENEFITS PAYABLE 1318000 RESERVE FOR MALPRACTICE CLAIMS 1157239 CHARITABLE GIFT ANNUITIES 3281578 TRUST OBLIGATIONS 10120852 RESERVE FOR RESTORATION PLAN 64507314 175698128 X 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. East Asia and the Pacific Investments 47272 Europe (Including Iceland and Greenland) Investments 43328232 North America Investments 270 Central America and the Caribbean Investments 227200906 East Asia and the Pacific Investments INVEST MGMT FEES 6 Europe (Including Iceland and Greenland) Investments INVEST MGMT FEES 7098 North America Investments INVEST MGMT FEES 67 Central America and the Caribbean Investments INVEST MGMT FEES 10000 Europe (Including Iceland and Greenland) Program Services CONFERENCES/TRAINING 7229 270601080 270601080 true false true true false false PART I, LINE 3, COLUMN F 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 MAY GOLF TOURN 310041 254818 55223 6672 33480 29987 20415 SEPT GOLF TOURN 147220 116780 30440 6093 26441 15 433735 416970 16765 16775 38150 48286 890996 788568 102428 12765 50255 68137 95142 226299 -123871 THE STATE OF TEXAS DOES NOT REQUIRE A LICENCE FOR OCCASIONAL GAMING ACTIVITIES (UP TO TWO PER YEAR). 2222 Welborn Dallas TX 75219 true true true X true X 0 true true true false true true 16425016 16425016 0.07110 72879495 45029171 27850324 0.12070 89304511 45029171 44275340 0.19180 10145712 10145712 0.04400 5622752 14323 5608429 0.02430 16598897 858073 15740824 0.06820 1294049 1294049 0.00560 33661410 872396 32789014 0.14210 122965921 45901567 77064354 0.33390 541920 541920 0.00230 541920 541920 0.00230 true 6881273 142551 119344 23207 X 1 1 TEXAS SCOTTISH RITE HOSPITAL 2222 Welborn Dallas TX 75219 www.scottishritehospital.org 000054 X X X X X ORTHOPEDIC, neurodevelopment & musculoskeletal TX SCOT RITE HOSPITAL FOR CHILDREN 1 false false true X X X X X X X X X 19 true false true true X SEE SCHEDULE H, PART V, SECTION C X true 20 false true false true X 200. 999. X true true X X X true X www.scottishritehospital.org X www.scottishritehospital.org X www.scottishritehospital.org X X X X X X true X false X X X X true X false false 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). 2 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 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. true PEDI-ORTHO HEALTH CORP 2222 Welborn Dallas TX 75219 752665759 501(c)(3) 91790 MEDICAL CARE AND RESEARCH DALLAS SAFETY NET SUPPORT CORPORATION 1441 N BECKLEY Dallas TX 75203 823131059 501(c)(3) 1294049 DALLAS COUNTY INDIGENT CARE 2 USE OF GRANT FUNDS 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. X X X X true true false false false false false false false ROBERT L WALKER PRESIDENT & CEO 1239953 0 0 0 128932 0 0 0 28211 0 1397096 0 16176 0 MARK G BATEMAN SVP PUBLIC RELATIONS 396214 0 0 0 50251 0 17100 0 26029 0 489594 0 0 0 MATTHEW S CHANCE SR VP & COO 453553 0 0 0 53894 0 17100 0 39620 0 564167 0 0 0 LORI L DALTON SR VP, GENERAL COUNSEL 504961 0 0 0 48402 0 17100 0 37864 0 608327 0 0 0 WILLIAM R HUSTON FRM SVP & CFO (RET 9/2020) 540279 0 0 0 89539 0 17100 0 9744 0 656662 0 0 0 FREDRIC D RICHMOND SR VP & CIO 477390 0 0 0 51591 0 17100 0 35365 0 581446 0 0 0 STEPHANIE K BRIGGER VP DEVELOPMENT 230330 0 0 0 28644 0 178015 0 13037 0 450026 0 0 0 LESLIE A CLONCH JR VP CHIEF INFORMATION OFFICER 438791 0 0 0 55561 0 17100 0 39665 0 551117 0 0 0 ASHLEY C GIVENS VP, DEVELOPMENT/EVENTS 142741 0 0 0 19464 0 51868 0 35041 0 249114 0 0 0 ELLEN E HAYNES VP, MAJOR GIVING(RES 1/8/2021) 192624 0 0 0 24544 0 12019 0 12024 0 241211 0 0 0 JEREMY L HOWELL VP, NORTH CAMPUS 243783 0 0 0 27740 0 15555 0 36882 0 323960 0 0 0 JENNY J JOHNSON VP, REVENUE CYCLE 195352 0 0 0 23354 0 12311 0 20974 0 251991 0 0 0 DONALD E KATZ VP, FACILITIES (SEE SCH J**) 285474 0 0 0 60075 0 186221 0 36602 0 568372 0 0 0 KRISTINA L KEEVER-SMITH VP, INVESTMENTS 291640 0 0 0 24411 0 181238 0 1590 0 498879 0 0 0 DEBRA A SAYLES VP, CNO (RET 12/31/21) 377824 0 0 0 46383 0 0 0 13200 0 437407 0 0 0 CONNIE B WRIGHT FRM VP HR (RES 06/2020) 331288 0 0 0 19436 0 12279 0 12396 0 375399 0 0 0 JEAN A ALLEN FRM CONTROLLER (RET 01/2020) 120619 0 0 0 40144 0 9008 0 324 0 170095 0 0 0 DANIEL J SUCATO MD MS CHIEF OF STAFF 1038262 36900 0 0 2219899 0 782707 0 37165 0 4078033 36900 0 0 B STEPHENS RICHARDS MD CMO (SEE SCH J)**(RET 6/30/21) 815775 0 0 0 77088 0 0 0 28030 0 920893 0 0 0 LORI A KAROL MD FRM AST COS/COQ (DEC 2/26/22) 464509 10400 0 0 62056 0 0 0 19705 0 546270 10400 0 0 KARL E RATHJEN MD ASST COS (SEE SCH J **) 508719 17200 0 0 582126 0 243249 0 12753 0 1346847 17200 0 0 PHILIP L WILSON MD ASST COS/MED DIR (SEE SCH J**) 712265 43600 0 0 40825 0 207653 0 24258 0 985001 43600 0 0 MOLLY E DEMPSEY MD CMIO (RET 11/20)(SEE SCH J**) 498261 0 0 0 1158949 0 338387 0 11003 0 2006600 0 0 0 AMY L MCINTOSH MD ORTHOPAEDIC SURGEON 698934 45500 0 0 79540 0 17100 0 36910 0 832484 45500 0 0 BRANDON A RAMO MD ASST. CHIEF OF QUALITY 698195 42600 0 0 79161 0 17100 0 39665 0 834121 42600 0 0 ROBERT L WIMBERLY MD ORTHOPEDIC SURGEON 696629 43700 0 0 58849 0 17100 0 42165 0 814743 43700 0 0 HENRY B ELLIS MD ORTHOPEDIC SURGEON 696779 45700 0 0 79161 0 17100 0 39665 0 832705 45700 0 0 COREY S GILL MD ORTHOPEDIC SURGEON 702634 43800 0 0 79114 0 17100 0 22242 0 821090 43800 0 0 JC MONTGOMERY JR President Emeritus (RET. 6/18) 0 0 0 0 121889 0 0 0 0 0 121889 0 0 0 JOHN A HERRING MD COS EMERITUS (RET 08/30/20) 421871 0 0 0 92529 0 0 0 17862 0 532262 0 0 0 CHARLES E JOHNSTON MD ASST COS EMERITUS(RET 4/16/21) 646843 0 0 0 89499 0 0 0 25721 0 762063 0 52163 0 LAWSON A COPLEY MD FORMER CMIO (SEE SCH J**) 21700 687894 0 0 25 518668 0 374405 0 39565 21725 1620532 0 0 CYNTHIA A WOERZ MD ANESTHESIOLOGIST 492656 0 0 701257 0 274836 0 22487 0 1491236 0 0 0 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) X 11 835480 MARKET VALUE X 1 60587 MARKET VALUE false false true SCHEDULE M, PART I, LINE 32A 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. 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 PEDI-ORTHO HEALTH CORPORATION 2222 Welborn Dallas TX 75219 752665759 PHYSICIANS TX 501(c)(3) 10 TSRH 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 true false true true false false false false false false false false true true false false true true false false PEDI-ORTHO HEALTH CORPORATION b 91790 MARKET PEDI-ORTHO HEALTH CORPORATION l 1174815 MARKET PEDI-ORTHO HEALTH CORPORATION m 58966 MARKET PEDI-ORTHO HEALTH CORPORATION p 279037 MARKET PEDI-ORTHO HEALTH CORPORATION q 1193033 MARKET TSRH FOR CHILDREN FOUNDATION c 72150 MARKET