2019-08-15T09:19:54-05:00 2018-09-30 ERNST & YOUNG US LLP 425 HOUSTON STREET STE 600 FORT WORTH TX 76102 990 2017-10-01 750818178 Texas Scottish Rite Hospital for Crippled Children % JEAN ALLEN CONTROLLER TEXA 2145595000 2222 WELBORN ST DALLAS TX 75219 WILLIAM R HUSTON SVP & CFO 2019-08-15 true kathleen moseley P00116760 8173351900 76.184.247.124 74721920192275000002 2019-08-15 P B26A0E7ADF3B9DE143B5ECD047BF97D8CB3915A7 7237A1E04908D4B4BF2EBE128B3D616BBF5BAACB 2017 2019-02-21 02:37:17Z SEE SCHEDULE O ROBERT WALKER 2222 WELBORN ST DALLAS TX 75219 618676071 false X WWW.SCOTTISHRITEHOSPITAL.ORG X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 36 35 1280 974 1765934 -378166 22531347 38963246 73581063 73837695 112344462 120707583 96235230 179590274 304692102 413098798 2118392 1977511 0 0 117925553 117759961 0 0 9497264 84382526 75894106 204426471 195631578 100265631 217467220 2731833096 2946249361 169093881 162548074 2562739215 2783701287 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 148645180 1977511 72739880 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.) 12820593 0 1097815 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.) 1375308 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 TRAINING PROGRAMS. (CONTINUED ON SCHEDULE O.) 162841081 true true false true false false false false true true false false false true true false true false false true false false false true true true true true false true true false false false false false false false false true false true false false false false true true true false false true 318 0 true 1280 true true true false false false false true true false false false true false X 36 35 true false false false false false false true true false false true true true true true true true true false X JEAN ALLEN CONTROLLER 2145597507 2222 WELBORN ST DALLAS TX 75219 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 RUSSELL C BROWN TRUSTEE 3.0 1.0 X 0 0 0 W VERNON BURKE JR 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 DANIEL H CHAPMAN VICE PRESIDENT(RESIGNED 2/19) 4.0 1.0 X X 0 0 0 GRAHAM H CHILDRESS VICE PRESIDENT (DECEASED 9/18) 4.0 0.0 X X 0 0 0 STEPHEN F CROSS TRUSTEE 3.0 1.0 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 DEALY JR TRUSTEE 3.0 0.0 X 0 0 0 LEE DRAIN VICE CHAIRMAN(DECEASED 2/2019) 4.0 1.0 X X 0 0 0 CLAUDE O ERVIN TRUSTEE 4.0 0.0 X 0 0 0 JERRY C GILMORE VP & ASSISTANT SECRETARY 4.0 1.0 X X 0 0 0 W M GOWER TRUSTEE 4.0 0.0 X 0 0 0 THOMAS F GRIFFIN TRUSTEE 3.0 0.0 X 0 0 0 TOM L HIGGINS TRUSTEE 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 ROBERT C MADISON TRUSTEE 3.0 0.0 X 0 0 0 BERT V MASSEY II TRUSTEE 5.0 0.0 X 0 0 0 DOUGLAS S MAXEY TRUSTEE 3.0 0.0 X 0 0 0 JOHN C NOBLES TRUSTEE 4.0 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 6.0 1.0 X X 0 0 0 JAMES C PENN TRUSTEE 3.0 0.0 X 0 0 0 MICHAEL K PICKENS TRUSTEE 3.0 0.0 X 0 0 0 RONALD L SKAGGS VP & SECRETARY 4.0 1.0 X X 0 0 0 JEFF W SMITH TRUSTEE 3.0 0.0 X 0 0 0 GUY F STOVALL JR VP & ASSISTANT 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 4.0 0.0 X 0 0 0 MURRAY WATSON JR TRUSTEE(DECEASED 7/2018) 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 TOM GUEST TRUSTEE (TERM JAN 2018) 2.0 0.0 X 0 0 0 JEAN ALLEN CONTROLLER 40.0 2.0 X 178931 0 34034 MARK G BATEMAN SR VP, PUBLIC RELATIONS 35.0 5.0 X 389756 0 52053 STEPHANIE BRIGGER VICE PRESIDENT, DEVELOPMENT 35.0 5.0 X 205560 0 85973 MATT CHANCE SR VP, OPERATIONS 40.0 1.0 X 309787 0 46008 LESLIE A CLONCH VP & CHIEF INFORMATION OFFICER 40.0 0.0 X 370560 0 49233 LORI DALTON SR VP & GENERAL COUSEL 40.0 2.0 X 447921 0 48758 ELLEN HAYNES VICE PRESIDENT, MAJOR GIFTS 35.0 5.0 X 202126 0 21816 JEREMY L HOWELL VICE PRESIDENT, NORTH CAMPUS 40.0 0.0 X 224219 0 42770 WILLAM R HUSTON SR VP & CFO 40.0 2.0 X 457908 0 37695 DONALD K KATZ VP, FACILITIES 40.0 0.0 X 271643 0 143228 FREDRIC RICHMOND SR VP & CHIEF INVESTMENT OFFIC 40.0 0.0 X 391089 0 46758 DEBRA SAYLES VP AND CNO 40.0 0.0 X 301621 0 10940 KRIS KEEVER-SMITH INVESTMENT OFFICER 40.0 2.0 X 234348 0 40226 ROBERT L WALKER PRESIDENT/CEO 40.0 1.0 X 850727 0 23995 CONNIE WRIGHT VP, HUMAN RESOURCES 40.0 1.0 X 269484 0 33566 MOLLY DEMPSEY MD CMIO 40.0 0.0 X 579406 0 208236 LORI KAROL MD ASST. COS (SEE SCH J*) 40.0 2.0 X 783534 24300 301433 KARL E RATHJEN MD ASSISTANT CHIEF OF STAFF 35.0 5.0 X 576289 30800 167802 B STEPHENS RICHARDS MD CMO (SEE SCH J*) 40.0 1.0 X 894388 0 466132 DANIEL J SUCATO MD CHIEF OF STAFF 40.0 1.0 X 884347 51800 293774 PHILIP WILSON MD ASSISTANT CHIEF OF STAFF 40.0 2.0 X 697687 63300 134542 HENRY B ELLIS MD ORTHOPEDIC SURGEON 40.0 1.0 X 695637 45500 54258 GAIL HACKNEY MD ANESTHESIOLOGIST( SEE SCH J**) 40.0 0.0 X 851597 0 199976 BRANDON A RAMO MD ORTHOPEDIC SURGEON 40.0 1.0 X 701165 54400 49258 ANTHONY RICCIO MD ORTHOPEDIC SURGEON 40.0 1.0 X 692015 47300 51503 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 40.0 1.0 X 697797 51500 46503 JC MONTGOMERY JR FORMER OFFICER 10.0 30.0 X 475375 0 23386 JOHN G BIRCH MD ORTHOPEDIC SURGEON 0.0 0.0 X 162827 0 0 LAWSON A COPLEY MD FORMER CMIO 1.0 40.0 X 31950 686061 186079 J ANTHONY HERRING MD ORTHOPEDIC SURGEON 40.0 0.0 X 559588 0 21265 CHARLES E JOHNSTON II MD ORTHOPEDIC SURGEON 40.0 0.0 X 712780 0 39759 15102062 1054961 2960959 211 true true false HCBECK LTD 1807 ROSS STE 500 DALLAS TX 752018006 CONSTRUCTION 57479463 HKS INC PO BOX 731121 DALLAS TX 753731121 ARCHITECTURAL 3562327 UTSW MEDICAL CENTER LOCK BOX 845477 DALLAS TX 752845477 RESEARCH & MEDICAL 2235328 NORTHERN TRUST COMPANY 500 S LASALLE ST CHICAGO IL 60675 INVESTMENT MGMT 1602669 VAN BERKOM ASSOC 1130 SHERBROOKE ST W STE 1005 MONTREAL QUEBEC CA H3A 2M8 INVESTMENT MGMT 1311390 56 3059078 360561 35543607 1914798 38963246 OUTPATIENT REVENUE 622310 108120257 108120257 0 0 INPATIENT REVENUE 622310 72625057 72625057 0 0 DEDUCTIONS FROM REVENUE 622310 -111281534 -111281534 0 0 OTHER PATIENT RELATED REV 622310 4373915 4373915 0 0 73837695 64419593 24182 64395411 0 112150914 112150914 550812 101311 449501 0 449501 449501 255083966 2105580 200043326 858230 55040640 1247350 56287990 8000 56279990 707883 3059078 1254427 -546544 -546544 15545 7484 8061 8061 5384336 3312495 2071841 1507056 564785 SURFACE DAMAGE/WATER SALE 110000 4098500 0 0 4098500 LEASE BONUS REVENUE 211110 61093366 0 0 61093366 HUNTING PERMITS 900099 94425 0 94425 0 170210 0 132271 37939 65456501 413098798 73837695 1765934 298531923 1977511 1977511 0 0 0 0 0 0 12737740 7771848 3524984 1440908 0 0 0 0 79007282 67813611 7255207 3938464 10919716 9834400 515262 570054 10243230 9057014 500200 686016 4851993 4165132 403180 283681 0 0 0 0 504360 132602 371758 0 419713 0 419713 0 121926 0 121926 0 0 0 3913684 0 3913684 0 8928778 5507160 2924830 496788 3789371 3784094 99 5178 7237308 5372348 792236 1072724 8978573 7904257 918475 155841 0 0 0 0 5537448 5037272 408673 91503 722401 546751 151033 24617 0 0 0 0 272423 206954 56712 8757 94754 83573 9096 2085 0 0 0 0 14601791 12976436 1322323 303032 1293806 651432 623862 18512 MEDICAL SUPPLIES 12689146 12683370 3847 1929 MGMT & GENERAL EXP ALLOC 3673306 -4070481 397175 RANCH OPERATIONS 2840249 2840249 BAD DEBT EXPENSE 3662010 3662010 286365 286365 195631578 162841081 23293233 9497264 0 3620915 3333287 0 0 908743 11873695 26797308 35592800 0 0 0 0 11047 9332 5463460 5526955 6586288 7686043 443121789 172256092 195657758 270865697 2410517901 2525773487 124684 124670 0 0 0 0 82144992 85463395 2731833096 2946249361 25529447 24916057 0 0 279807 518360 23000000 23000000 0 0 0 0 0 0 0 0 120284627 114113657 169093881 162548074 X 2439529597 2657069737 54903305 54385822 68306313 72245728 2562739215 2783701287 2731833096 2946249361 X 217467220 -4884490 0 0 0 8379342 X false true X true false X false true false 0 false 0 false 0 false 0 true 14324 false 0 true 107602 121926 false PART II-B, LINE 1B AND 1G MGMT ACTIVITIES ROBERT WALKER AND LORI DALTON MET WITH MEMBERS OF CONGRESS AND/OR STAFF AND HAD ASSOCIATED EXPENSES INCLUDING TRAVEL AND ASSOCIATED COMPENSATION IN THE AMOUNT OF $14,324. PART II-B, LINE 11 OTHER ACTIVITIES PER NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS, DALLAS REGIONAL CHAMBER AND TEXAS HOSPITAL ASSOCIATION $16,341 OF THE HOSPITAL'S DUES WERE ALLOCATED TO LOBBYING. THE HOSPITAL RETAINED THE SERVICES OF GREENBERG TRAURIG LLP TO MEET WITH VARIOUS FEDERAL LEGISLATORS OR STAFF AND INCURRED EXPENSES IN THE AMOUNT OF $91,261. 159673309 18347909 5735433 19727623 164029028 125526503 32469355 11892042 10214591 159673309 112800210 8057633 8144805 3476145 125526503 120595294 6843791 -7546608 7092267 112800210 133897630 2949795 -11210694 5041437 120595294 0.23000 0.44000 0.33000 true false 46568920 46568920 286911917 100499839 186412078 109456912 71756253 37700659 184040 184040 270865697 0 ACCRUED PENSION COSTS 51530844 MANAGEMENT BENEFIT PLAN 8378711 EMPLOYEE INSURANCE BENEFITS PAYABLE 1287750 RESERVE FOR MALPRACTICE CLAIMS 1097929 CHARITABLE GIFT ANNUITIES 3852832 TRUST OBLIGATIONS 9587337 RESERVE FOR RESTORATION PLAN 38378254 114113657 X Intended use of endowment funds SCHEDULE D, PART V, LINE 4 THE INCOME FROM THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS AND THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS 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 APPLICABLE TAX AUTHORITY. THE HOSPITAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2018 AND 2017, 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 STATEMENTS. 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 2015. East Asia and the Pacific Investments 141848 Europe (Including Iceland and Greenland) Investments 17366 North America Investments 731 South America Investments 81 Central America and the Caribbean Investments 218704892 East Asia and the Pacific Investments INVEST MGMT FEES 1 Europe (Including Iceland and Greenland) Investments INVEST MGMT FEES 4 East Asia and the Pacific Program services CONFERENCES, TRAINING 7764 Europe (Including Iceland and Greenland) Program services CONFERENCES, TRAINING 36399 North America Program services CONFERENCES, TRAINING 19000 Russia and the Newly Independent States Program services CONFERENCES, TRAINING 13979 South America Program services CONFERENCES, TRAINING 6461 218948526 218948526 false false true false false false PART 1, LINE 3, COLUMN F ACTIVITIES PER REGION THESE AMOUNTS REPRESENT $218,948,526 OF INVESTMENTS AT YEAR END AND $83,608 IN EXPENDITURES BASED ON THE ACCRUAL METHOD OF ACCOUNTING. SEE DETAIL BY REGION BELOW: INVESTMENTS BY REGION: EAST ASIA AND THE PACIFIC $ 141,848 EUROPE 17,366 NORTH AMERICA 731 SOUTH AMERICA 81 CENTRAL AMERICA & THE CARIBBEAN 218,704,892 TOTAL $ 218,864,918 EXPENSE BY REGION: EAST ASIA AND THE PACIFIC $ 7,765 EUROPE 36,403 NORTH AMERICA 19,000 RUSSIA & NEIGHBORING STATES 13,979 SOUTH AMERICA 6,461 TOTAL $ 83,608 AUCTION 633930 601930 32000 67974 9000 48813 GOLF TOURNAMENT 395090 315711 79379 2489 29290 41859 93390 93 2737942 2141438 596504 85504 106586 130993 8435 630094 3766962 3059079 707883 87993 135876 240826 17435 772297 1254427 -546544 false false 15545 7484 false 15545 7484 7484 8061 TX false THE STATE OF TEXAS DOES NOT REQUIRE SUCH A LICENSE FOR OCCASSIONAL GAMING ACTIVITIES (UP TO TWO PER YEAR) false true false 0.00000 1.00000 JEAN ALLEN CONTROLLER TSRHC 2222 WELBORN ST DALLAS TX 75219 false NA N/A false true true true X true X 1000. true true true false true true 14607350 14607350 0.07610 59445407 26851154 32594253 0.16980 74052757 26851154 47201603 0.24590 8993163 8993163 0.04680 1367609 47059 1320550 0.00690 13404744 1040339 12364405 0.06440 1867633 1867633 0.00970 25633149 1087398 24545751 0.12780 99685906 27938552 71747354 0.37370 853220 0 853220 0.00440 853220 0 853220 0.00440 true 3662010 25664 22328 3336 X true true 1 1 TEXAS SCOTTISH RITE HOSPITAL 2222 WELBORN ST 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 16 true false true true X SEE SCHEDULE H, PART V, SECTION C X true 16 false true false true X 200. 999.99 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 TSRHC AND BKD CONSULTING COLLABORATED TOGETHER TO CONDUCT AND ASSESS THE NEEDS OF THE COMMUNITY IN PRODUCING THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT. BKD CONSULTING, LLP IS ONE OF THE LARGEST CPA AND ADVISORY FIRMS IN THE UNITED STATES, WITH APPROXIMATELY 2,000 PARTNERS AND EMPLOYEES IN 34 OFFICES. BKD SERVES MORE THAN 900 HOSPITALS AND HEALTH CARE SYSTEMS ACROSS THE COUNTRY. PRIMARY DATA WAS OBTAINED FROM PATIENT FAMILIES, PATIENT FOCUS GROUPS AND KEY STAKEHOLDERS. BKD CONDUCTED A HEALTH SURVEY THAT WAS SENT IN ELECTRONIC FORMAT, TO MORE THAN 800 CURRENT TSRHC PATIENTS. THE SURVEY WAS MAILED, IN PAPER FORMAT, TO MORE THAN 2,000 CURRENT AND FORMER TSRHC PATIENT FAMILIES. TWO HUNDRED TWENTY PATIENT FAMILIES PROVIDED INPUT THROUGH THE HEALTH SURVEY, WHICH WAS AVAILABLE IN BOTH ENGLISH AND SPANISH. EIGHTY-FIVE PERCENT OF THE SURVEY RESPONDENTS INDICATED THEY LIVED IN THE CHNA COMMUNITY. IN ADDITION, TSRHC 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 13, 2016 AND JUNE 14, 2016 AT TSRHC'S MAIN CAMPUS AND NORTH CAMPUS. FOUR QUESTIONS WERE ASKED AND DISCUSSED, THEN UTILIZED TO HELP GATHER DATA FROM THE PARTICIPANTS. INPUT WAS COLLECTED FROM 21 KEY STAKEHOLDERS THROUGH IN-PERSON INTERVIEWS IN JUNE 2016. THESE KEY STAKEHOLDERS WERE DETERMINED BASED ON THEIR SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, THEIR INVOLVEMENT WITH UNDERSERVED AND MINIORITY 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 TSRHC (RATES FOR CONDITIONS TREATED BY TSRHC, NUMBER OF CHILDREN IN TEXAS WITH DISABILITIES AND RATE FOR HEALTH ISSUES IDENTIFIED BY STAKEHOLDERS AND PATIENTS SUCH AS ASTHMA, OBESITY AND PHYSICAL INACTIVITY). SOME OF THE SECONDARY DATA SOURCES, INCLUDED BUT NOT LIMITED TO TEXAS STATE DATA CENTER AND THE OFFICE OF THE STATE DEMOGRAPHER, ANNIE E. CASEY FOUNDATION, TEXAS KIDS COUNT DATA, AND TEXAS DEPARTMENT OF STATE HEALTH SERVICES. USING FINDINGS OBTAINED THROUGH THE COLLECTION OF PRIMARY AND SECONDARY DATA, TSRHC COMPLETED A KEY FINDINGS OVERVIEW FOR EACH IDENTIFIED HEALTH NEED. TO FACILITATE PRIORITIZATION OF IDENTIFIED HEALTH NEEDS, A MODIFIED HANLON METHOD WAS USED BY MEMBERS OF TSRHC'S MANAGEMENT TO RANK THE NEEDS. THE FOLLOWING FACTORS WERE USED TO PRIORITIZE THE IDENTIFIED HEALTH NEEDS: SIZE OF THE PROBLEM, SERIOUSNESS OF THE PROBLEM, IMPACT OF THE ISSUES ON VULNERABLE POPULATIONS, HOW IMPORTANT THE ISSUE IS TO THE COMMUNITY, AND THE PREVALENCE OF COMMON THEMES. PART V, SECTION B, LINE 6B TSRHC ENGAGED THE SERVICES OF BKD CONSULTING TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATED WITH BKD IN PRODUCING THE HOSPITAL'S CHNA REPORT. PART V, SECTION B, LINE 7A SCOTTISHRITEHOSPITAL.ORG/GETATTACHMENT/COLLAPSIBLE-CONTENT-MODULES/ABOUT-O UR-FUTURE/2016-COMMUNITY-HEALTH-NEEDS-ASSESSMENT.PDF?LANG=EN-US PART V, SECTION B, LINE 11 NEEDS IDENTIFIED IN RECENTLY CONDUCTED CHNA AS PART OF THE CHNA, TSRHC AND BKD CONSULTING CONDUCTED THE ASSESSMENT FROM MAY 2016 TO SEPTEMBER 2016. THE PRIMARY AND SECONDARY DATA GATHERED WAS THEN ANALYZED TO IDENTIFY SIGNIFICANT HEALTH NEEDS FOR THE COMMUNITY SERVED BY TSRHC. AS A RESULT OF THE ANALYSIS, NINE HEALTH NEEDS WERE IDENTIFIED AS BEING SIGNIFICANT TO THE COMMUNITY. THE IDENTIFIED HEALTH NEEDS WERE SUBSEQUENTLY GROUPED AND PRIORITIZED BY HOSPITAL MANAGEMENT INTO THREE PRIORITY AREAS BASED ON THEIR OVERALL ASSESSMENT OF THE QUALITATIVE AND QUANTITATIVE DATA. TSRHC WILL FOCUS ON THE IDENTIFIED AREAS WHERE THE HOSPITAL CAN MOST EFFECTIVELY USE ITS EXPERTISE AND RESOURCES TO HAVE SIGNIFICANT IMPACT. THESE THREE AREAS ARE: 1. IMPROVE ACCESS TO HEALTH CARE SERVICES 2. IMPROVE CHILD HEALTH STATUS 3. IMPROVE COORDINATION OF CARE TSRHC STRATEGY FOR IMPROVING ACCESS TO HEALTH CARE SERVICES: MORE THAN 200,000 CHILDREN DO NOT HAVE INSURANCE IN THE CHNA COMMUNITY. AFFORDABILITY OF SERVICES AND FINANCIAL STRESS ON THE FAMILY WERE IDENTIFIED AS THE TWO BIGGEST CHALLENGES FOR PATIENT FAMILIES. ANOTHER CHALLENGE IDENTIFIED BY PATIENT FAMILIES WAS THE LACK OF AVAILABILITY OF SERVICES CLOSE TO HOME. KEY STAKEHOLDERS ALSO IDENTIFIED THE NEED TO EXPAND TSRHC'S GEOGRAPHIC FOOTPRINT TO MAKE SERVICES MORE ACCESSIBLE. IN ADDITION, THEY NOTED THAT MANY PERSONS IN THE CHNA COMMUNITY ARE UNAWARE OF THE SCOPE OF SERVICES PROVIDED BY TSRHC. OUR OBJECTIVE IS TO INCREASE COMMUNITY AND PUBLIC AWARENESS OF THE AVAILABILITY AND TYPES OF HEALTH CARE SERVICES PROVIDED BY TSRHC. THE ANTICIPATED IMPACT IS TO INCREASE THE NUMBER OF CHILDREN TREATED, ESPECIALLY THOSE IN THE UNDERSERVED COMMUNITY WITHIN OUR SCOPE OF SERVICES, INCLUDING THOSE WITH SPECIAL HEALTH NEEDS. A. INCREASE THE AWARENESS OF OUR FINANCIAL ASSISTANCE PROGRAM: IN AN EFFORT TO ENSURE THAT FAMILIES WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE ARE AWARE OF AND FAMILIAR WITH THE HOSPITAL'S FINANCIAL ASSISTANCE/CHARITY CARE PROGRAM, CRAYON CARE, TSRHC WILL WIDELY PUBLICIZE INFORMATION REGARDING THE PROGRAM BY HAVING INFORMATION POSTED THROUGHOUT THE BUILDING, ON THE WEBSITE AND THROUGH COMMUNITY AGENCIES THAT MAY ENCOUNTER INDIVIDUALS WITH FINANCIAL NEEDS. FAMILY SERVICES COUNSELORS ARE AVAILABLE TO COMMUNICATE WITH AND ASSIST PATIENTS REGARDING THE PROGRAM. ADDITIONAL COMMUNICATION VEHICLES WILL ALSO BE EXPLORED TO BETTER INFORM PATIENT FAMILIES AND TO REACH OUT TO OTHERS INCLUDING HEALTH CARE PROVIDERS ABOUT TSRHC'S FINANCIAL ASSISTANCE PROGRAM, TO ENSURE THAT THE LACK OF FINANCIAL RESOURCES IS NOT AN IMPEDIMENT TO RECEIVING CARE AT TSRHC. B. EXPAND SERVICES THROUGHOUT NORTH TEXAS AND THE SURROUNDING REGION: IN OCTOBER OF 2018, TSRHC OPENED A NEW POINT OF ACCESS IN FRISCO, TEXAS. THIS NEW FRISCO CAMPUS WAS CREATED TO RESPOND TO THE INCREASED DEMAND FOR HEALTH CARE SERVICES IN THIS RAPIDLY GROWING AREA AND TO SERVE THE HOSPITAL'S CURRENT PATIENT POPULATION LOCATED IN THE NORTHERN REGION OF THE DALLAS-FORT WORTH METROPLEX. THE NEW FACILITY IS AN OUTPATIENT DEPARTMENT OF THE HOSPITAL THAT INCLUDES AN AMBULATORY SURGICAL CENTER AND OUTPATIENT CLINICS SUCH AS SPORTS MEDICINE, GENERAL ORTHOPEDICS, RHEUMATOLOGY, ORTHOTICS AND PROSTHETICS, AND A FRACTURE CLINIC WITH WALK-IN HOURS. IT ALSO OFFERS SPORTS, OCCUPATIONAL AND PHYSICAL THERAPY. IN ADDITION, SUPPORT SERVICES ARE AVAILABLE, SUCH AS RADIOLOGY AND A PHLEBOTOMY LAB. IN ADDITION, THE SPORTS MEDICINE STAFF, WHICH IS BASED OUT OF THIS FACILITY, SUPPORTS THE LOCAL COMMUNITY BY HOSTING TRAINING AND EDUCATION SESSIONS WITH AREA SCHOOLS, SPORTS TEAMS, COACHES AND PARENTS ON TOPICS INCLUDING INJURY PREVENTION, CONCUSSION MANAGEMENT, NUTRITION AND HYDRATION. C. INCREASE EASE OF ACCESS: TO ADDRESS THE GROWING DEMAND FOR SERVICES, THERE HAVE BEEN CONTINUOUS EFFORTS TO INCREASE ACCESS AND THROUGHPUT IN THE AMBULATORY CARE CLINICS INCLUDING GENERAL ORTHOPEDICS, DYSLEXIA, CEREBRAL PALSY AND RHEUMATOLOGY. THIS WILL BE AN ONGOING COMMITMENT TO FURTHER REDUCE THE TIME BETWEEN PATIENT APPLICATION ACCEPTANCE AND THE FIRST APPOINTMENT. THE ADDITION OF CLINICS AND CLINIC APPOINTMENTS WILL BE POSSIBLE THROUGH CLINIC RENOVATIONS LEADING TO INCREASED SPACE AND WILL RESULT IN IMPROVED ACCESS. THE EXPANSION TO FRISCO, IN OCTOBER OF 2018, PROVIDES PATIENTS INCREASED ACCESS TO MEDICAL SERVICES. D. THE HOSPITAL HAS INTRODUCED A DIRECT APPOINTMENT PROCESS, WHICH ALLOWS PATIENT FAMILIES DIRECT ACCESS TO SCHEDULE AN APPOINTMENT AT THE HOSPITAL WITHOUT A REFERRAL FROM A HEALTH CARE PROFESSIONAL, SUCH AS A PHYSICIAN OR SCHOOL NURSE. E. INCREASE PATIENT ACCESS TO INFORMATION: PATIENT FAMILIES CAN NOW ACCESS PORTIONS OF THEIR CHILD'S MEDICAL RECORDS, SCHEDULE APPOINTMENTS AND RECEIVE REFERRALS THROUGH AN ONLINE PORTAL CALLED MYSRH. F. INCREASE AWARENESS OF TSRHC THROUGH COMMUNICATION AND OUTREACH EVENTS/PROGRAMS TO EDUCATE THE COMMUNITY ABOUT ITS SERVICES: TSRHC IS WORKING TO DRIVE BROAD SCALE AWARENESS WITHIN THE COMMUNITY, THE GENERAL PUBLIC AND THE UNDERSERVED. TSRHC CONTINUES TO FOCUS EFFORTS ON EDUCATING THE GENERAL PUBLIC ABOUT THE HOSPITAL'S PRIMARY ORTHOPEDIC SERVICES. THE HOSPITAL WILL CONNECT WITH THE UNDERSERVED IN THE COMMUNITY THROUGH THE USE OF TRADITIONAL, BROAD-REACHING VEHICLES INCLUDING TELEVISION, RADIO, BILLBOARDS AND PRINT. OTHER WAYS THE HOSPITAL REACHES A LARGE EXTERNAL AUDIENCE INCLUDE UTILIZING DIGITAL AND SOCIAL MEDIA CHANNELS. THROUGH THOSE VEHICLES, THE HOSPITAL HAS A YOUTUBE CHANNEL THAT FEATURES A WIDE ARRAY OF VIDEOS, FROM PATIENT STORIES TO RESEARCH-THEMED SEGMENTS, WHICH INCREASE AWARENESS OF THE HOSPITAL'S SERVICES AND THE CONDITIONS WE TREAT. THE HOSPITAL HAS ALSO LAUNCHED A FACEBOOK LIVE SERIES TITLED, 'SRH ACCESS,' WHICH FEATURES INTERVIEWS WITH HOSPITAL STAFF AND BEHIND-THE-SCENES TOURS THAT HIGHLIGHT THE ROLES OF DEPARTMENTS THROUGHOUT THE HOSPITAL. FURTHER, THE HOSPITAL WILL CONNECT WITH THESE AUDIENCES THROUGH A WIDE RANGE OF COMMUNITY EVENTS, PHYSICIAN RELATIONS PROGRAMS AND PARTNERSHIP PROGRAMS WITH OTHER COMMUNITY ORGANIZATIONS ALSO INTERESTED IN HEALTH CARE AND WELLNESS OF THE COMMUNITY SUCH AS AGAPE CLINIC, LOS BARRIOS UNIDOS, METROCREST COMMUNITY CLINIC, CATHOLIC CHARITIES, JEWISH FAMILY SERVICES OF GREATER DALLAS, SPINA BIFIDA ASSOCIATION, MASONIC HOME AND SCHOOL OF TEXAS, ORTHOKIDS.ORG/POSNA, TEXAS 211 (TEXAS HEALTH AND HUMAN SERVICES WEBSITE AND TOLL-FREE NUMBER TO FIND HEALTH PROVIDERS IN SPECIFIC REGIONS), AND ECI/PPCD/HEAD START PROGRAMS (DALLAS AND FORT WORTH). G. CONTINUE TO MAINTAIN A CULTURALLY APPROPRIATE ENVIRONMENT: TSRHC IS CONTINUOUSLY EVOLVING WITH THE GROWTH OF OUR DIVERSE PATIENT POPULATION. TO MEET THOSE NEEDS, THE HOSPITAL PROVIDES ACCESS TO INTERPRETERS FOR PATIENTS AND PATIENT FAMILIES THROUGH IN-PERSON INTERACTION, VIDEO REMOTE AND TELEPHONE INTERPRETING, OR AN OUTSIDE AGENCY COVERING A BROAD RANGE OF LANGUAGES. H. INCREASE WAY-FINDING SIGNAGE AND INFORMATION BROCHURES IN OTHER PATIENT LANGUAGES: ENHANCEMENTS ARE BEING MADE TO MORE EASILY ACCESS AREAS AND DEPARTMENTS WITHIN THE HOSPITAL, UTILIZING HABLAMOS JUNTOS AND UNIVERSAL HEALTH CARE SYMBOLS FOR WAY-FINDING. TSRHC STRATEGY FOR IMPROVING CHILD HEALTH STATUS: KEY STAKEHOLDERS NOTED THAT THERE IS A SHORTAGE OF HEALTH NUTRITION IN IMPOVERISHED AREAS OF THE COMMUNITY. PATIENT FAMILIES AND KEY STAKEHOLDERS IDENTIFIED OBESITY AS THE BIGGEST HEALTH ISSUE IMPACTING CHILDREN'S HEALTH. UNHEALTHY EATING AND LACK OF PHYSICAL ACTIVITY WERE ALSO IDENTIFIED AS HEALTH ISSUES FOR CHILDREN IN THE COMMUNITY. STAKEHOLDERS STRESSED THE IMPORTANCE OF EDUCATION FOR FAMILIES, NOTING MANY FAMILIES ARE UNAWARE OF STATE AND LOCAL PROGRAMS FOR WHICH THEY MAY BE ELIGIBLE. THEY ALSO REPORTED THAT MANY PARENTS IN THE COMMUNITY HAVE A LIMITED UNDERSTANDING OF HEALTHY LIVING AS WELL AS LIMITED KNOWLEDGE REGARDING NAVIGATING TODAY'S HEALTH SYSTEM. OUR OBJECTIVE IS TO PROVIDE EDUCATION OPPORTUNITIES FOR FAMILIES AND CHILDREN TO MAKE HEALTHIER CHOICES. THE ANTICIPATED IMPACT IS TO CREATE AN OVERALL HEALTHIER PEDIATRIC COMMUNITY AND DECREASE THE NUMBER OF CHILDREN CATEGORIZED AS "AT RISK E.G., OVERWEIGHT, OBESE, PRE-DIABETIC, ETC. A. INCREASE ACCESS TO SUPPORT GROUPS AND INFORMATION ON WELLNESS/HEALTH EDUCATION: TSRHC DIETICIANS ARE CURRENTLY ACTIVE IN THE DALLAS AREA COALITION FOR THE PREVENTION OF CHILDHOOD OBESITY AND THE MAYOR'S YOUTH FITNESS INITIATIVE NUTRITION EDUCATION PROGRAM. STAFF ATTEND MONTHLY MEETINGS AND ORGANIZE PARTICIPATION IN THE ANNUAL GET KIDZ FIT FESTIVAL, IN ADDITION TO OTHER PROGRAMS SUCH AS MYFIT. IN THIS PROGRAM, THE DIETICIANS RECRUIT AND ORGANIZE NUTRITION STUDENTS AND DIETETIC INTERNS TO PROVIDE AFTER SCHOOL NUTRITION EDUCATION AT LOCAL PARKS AND RECREATION CENTERS. TSRHC WILL CONTINUE TO INCREASE EFFORTS TO CONNECT PATIENT FAMILIES TO WEIGHT MANAGEMENT AND NUTRITIONAL EDUCATION PROGRAMS OFFERED WITHIN THE COMMUNITY. B. INCREASE AND EXPAND ACCESS TO HEALTH EDUCATION THROUGH EXISTING COMMUNITY PARTNERSHIPS: THROUGH A NUMBER OF NEW PARTNERSHIPS WITH GROUPS SUCH AS D PART V, SECTION B, LINE 20E NEITHER THE HOSPITAL NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 19 (A-E). 1 TSRHC SPORTS MEDICINE CENTER 7000 W PLANO PARKWAY PLANO TX 75093 OUTPATIENT CLINIC DEPARTMENT OF HOSPITAL PART I, LINE 3C ELIGIBILITY FOR FINANCIAL ASSISTANCE SINCE ITS FOUNDING IN 1921, TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN ("TSRHC") 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 FPG, RECEIVE A 100 PERCENT DISCOUNT. FOR DISCOUNTED CARE, FPG AND MEDICAL EXPENSES INCURRED ARE USED TO DETERMINE ELIGIBILITY. PART I, LINE 6A COMMUNITY BENEFIT REPORT FOR FISCAL YEAR ENDING SEPTEMBER 30, 2018, 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 EXPENSE WERE CALCULATED USING A STEP-DOWN ALLOCATION METHOD. PART II, LINE 9 COMMUNITY BUILDING ACTIVITIES TSRHC ENGAGES IN COMMUNITY BUILDING ACTIVITIES SUCH AS THERAPEUTIC RECREATION OUTREACH PROGRAMS, WHICH HELP CONNECT PATIENTS TO RESOURCES IN THE COMMUNITY AND PROMOTE HEALTH. FOR EXAMPLE, THE HOSPITAL PROVIDES 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; AND CHANCE TO DANCE, A PROGRAM DESIGNED TO INTRODUCE HOSPITAL PATIENTS TO VARIOUS TYPES OF DANCE, INCLUDING MODERN, JAZZ, SALSA AND BALLET. EIGHT SPECIALTY CAMPS ARE AVAILABLE FOR CHILDREN UP TO THE AGE OF 17, INCLUDING CAMPS FOR PATIENTS WITH TUBEROUS SCLEROSIS COMPLEX, UPPER LIMB DIFFERENCES, SPINA BIFIDA, JUVENILE ARTHRITIS AND HAND DIFFERENCES. THESE PROGRAMS ARE DESIGNED TO EMPOWER PARTICIPANTS IN THEIR DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM. THE HOSPITAL ALSO HOSTS VARIOUS PEER AND PARENT SUPPORT GROUPS FOR THE COMMUNITY SUCH AS PALS (PROSTHETICS AND LIMB SUPPORT), ETC. IN ADDITION, PAGES 148-151 REFERENCE OTHER COMMUNITY BUILDING ACTIVITIES, IN WHICH THE HOSPITAL PARTICIPATES. THE HOSPITAL HOSTS VARIOUS ANNUAL EVENTS FOCUSED ON COMMUNITY DEVELOPMENT. 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. TSRHC 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 HOSPITAL CONNECTS WITH THE COMMUNITY THROUGH THEIR T. BOONE PICKENS TRAINING AND CONFERENCE CENTER BY HOSTING MANY EVENTS TO EDUCATE AND INFORM COMMUNITY MEMBERS ON VARIOUS MEDICAL AND NON-MEDICAL TOPICS. THROUGH THE CONFERENCE CENTER, WE HOSTED MORE THAN 2,000 MEETINGS BY EXTERNAL GROUPS IN FISCAL YEAR 2018. THIS INCLUDES 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 THE HOSPITAL. 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 FINANCIAL ASSISTANCE POLICY. PART III, SECTION A, LINE 4 THE HOSPITAL MAINTAINS ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS. THE HOSPITAL 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. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR THE YEARS ENDED SEPTEMBER 30, 2018 AND 2017, WAS APPROXIMATELY $720,922 AND $4,810,281 RESPECTIVELY. PART III, SECTION B, LINE 8 MEDICARE ALLOWABLE COSTS THE ESTIMATED COSTS OF PROVIDING CHARITY CARE SERVICES TO MEDICARE PATIENTS ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COSTS TO CHARGES AS DETERMINED ON PART I, WORKSHEET 2. THE RATIO OF COSTS TO CHARGES IS CALCULATED BASED ON TOTAL EXPENSES DIVIDED BY GROSS PATIENT SERVICES REVENUE. 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. PART VI, LINE 2 NEEDS ASSESSMENT THE HOSPITAL IS PART OF REGIONAL HEALTHCARE PARTNERSHIP 9 (RHP). THESE EFFORTS WERE CONSISTENT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TRIPLE AIM TO IMPROVE THE EXPERIENCE OF CARE, IMPROVE THE HEALTH OF POPULATIONS IN OUR RHP, AND TO REDUCE THE COST OF HEALTH CARE WITHOUT COMPROMISING QUALITY. TSRHC EMPLOYS TWO FULL-TIME AND ONE PART-TIME PHYSICIAN RELATIONS STAFF MEMBERS WITHIN OUR PATIENT ACCESS TEAM. THE PRIMARY GOAL OF THE PHYSICIAN RELATIONS DEPARTMENT IS TO BETTER COMMUNICATE AND INTERACT WITH THE PRIMARY CARE PHYSICIANS IN OUR AREA. PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE 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 MAJOR WAITING AREAS, PUBLICATION IN THE HOSPITAL MAGAZINE, HOSPITAL WEBSITE AND CARDS PROVIDED TO FAMILIES UPON CHECK-IN THAT IS AVAILABLE IN ENGLISH AND SPANISH. 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. PART VI, LINE 4 COMMUNITY INFORMATION 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., A VAST MAJORITY OF ITS PATIENTS LIVE IN A 10-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 2017 ESTIMATED POPULATION FOR THE PRIMARY SERVICE AREA WAS 7,353,961 PEOPLE. BASED ON 2016 CENSUS BUREAU DATA, THE MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA WAS $59,039. IN 2016, APPROXIMATELY 29 PERCENT OF THE PRIMARY SERVICE AREA POPULATION WAS 19 YEARS OR YOUNGER. PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH 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 HOSPITAL NOW OFFERS A REFERRAL-FREE PROCESS BUT IN MANY CASES, THE PROCESS BEGINS WITH A REFERRAL OR AN APPLICATION FOR SERVICES, WHICH IS UTILIZED TO DETERMINE IF THE HOSPITAL CAN APPROPRIATELY MEET THE NEEDS OF THE PATIENT THROUGH ONE OF ITS SERVICE LINES. THIS IS PARTICULARY ESSENTIAL WHEN THE CHILD'S DIAGNOSIS IS NOT A CLEAR ORTHOPEDIC CONDITION. WHEN THE HOSPITAL IS UNABLE TO PROVIDE SERVICES, AS PART OF ITS CARE COORDINATION SERVICES, IT IDENTIFIES REFERRAL RESOURCES AND PROVIDES THEM 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 DISORDERS, HIP DISORDERS, SPORTS MEDICINE, FRACTURES AND NEUROLOGIC, RHEUMATOLOGIC AND OTHER 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 DISORDERS; AND SPORTS MEDICINE. THROUGH THE YEARS, TSRHC RESEARCHERS AND PHYSICIANS HAVE GENERATED MORE THAN 30 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 HOSPITAL 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 37 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, FOUNDED IN 1988, PROVIDES 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. THE CENTER'S STAFF ALSO PROVIDES REFERRALS TO MEDICAL PROVIDERS FOR CONDITIONS NOT TREATED AT THE HOSPITAL. 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: FAMILY SERVICES SERVES AS A SUPPORT CENTER FOR PATIENTS AND FAMILIES IN FOUR PRIMARY AREAS: MEDICAL SOCIAL WORK FOR RESOURCES AND REFERRALS; COORDINATION OF OFF-SITE MEDICAL SERVICES; FINANCIAL ASSISTANCE PROGRAMS AND FAMILY SERVICES COUNSELING; AND LANGUAGE INTERPRETATION AND TRANSLATION 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 VENDORS 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. THESE MATERIALS ARE AVAILABLE TO PATIENTS AND FAMILIES ON SPECIFIC SURGERIES, CONDITIONS AND MEDICAL PROCESSES, ALONG WITH MORE GENERAL AND BASIC HEALTH EDUCATION. REFERRAL TO OTHER PROVIDERS: WHEN TSRHC IS UNABLE TO PROVIDE SERVICES, IT IDENTIFIES APPROPRIATE REFERRAL RESOURCES AND PROVIDES THEM TO THE FAMILY IN NEED. EXAMPLES OF EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ADDRESS THE IDENTIFIED NEEDS INCLUDE BUT ARE NOT LIMITED TO: CHILDREN'S MEDICAL CENTER; UT SOUTHWESTERN MEDICAL CENTER; COOK CHILDREN'S MEDICAL CENTER; MEDICAL CITY CHILDREN'S HOSPITAL; BAYLOR INSTITUTE FOR IMMUNOLOGY RESEARCH; AS WELL AS OTHER PEDIATRIC SPECIALTIES. RESOURCES TO ADDRESS COORDINATION OF CARE: A GROUP OF HOSPITAL SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION TSRHC PATIENTS TO ADULT CARE AS THEY APPROACH THE AGE OF 18. THIS ENSURES THAT ALL PATIENTS REQUIRING ADDITIONAL COORDINATION AS THEY AGE OUT OF HOSPITAL SERVICES RECEIVE THE NECESSARY ASSISTANCE. CATEGORIES OF CARE WITH WHICH STAFF HELP TRANSITION PATIENTS TO ADULT CARE INCLUDE LEGAL AND GUARDIANSHIP, PRIMARY AND SPECIALTY CARE, FUNDING, EDUCATION AND/OR VOCATIONAL PROGRAMS. MEDICAID TRANSPORTATION: SOCIAL WORKERS IN FAMILY SERVICES ARE AVAILABLE TO HELP FAMILIES UNDERSTAND AND NAVIGATE THE PROCESSES FOR MEDICAID TRANSPORTATION ASSISTANCE, LODGING AND MEALS, WHEN ELIGIBLE FOR THESE SERVICES. SOUTHWEST AIRLINES TICKET VOUCHERS: TSRHC SOCIAL WORKERS ARE ABLE TO FACILITATE AIRLINE TICKETS FROM SOUTHWEST AIRLINES FOR FAMILIES LIVING OUTSIDE THE DALLAS/FORT WORTH METROPLEX THAT DO NOT HAVE OTHER RESOURCES TO HELP WITH TRAVEL TO THE HOSPITAL FOR APPOINTMENTS. SOUTHWEST AIRLINES DONATES TICKET VOUCHERS TO BE USED BY FAMILIES WITH NO OTHER MEANS OF TRANSPORTATION. IF SUCH FAMILIES CAN GET TO A SOUTHWEST AIRLINES HUB, SOCIAL WORKERS WILL COORDINATE THE TRIP WITH THE FAMILY USING THE VOUCHERS. PART VI, LINE 6 AFFILIATED HEALTHCARE SYSTEM NOT APPLICABLE. PART VI, LINE 7 STATE FILINGS OF COMMUNITY BENEFIT FOR FISCAL YEAR ENDING SEPTEMBER 30, 2018, A COMMUNITY BENEFIT REPORT WAS FILED WITH THE STATE OF TEXAS. true PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 501(c)(3) 109878 0 MEDICAL CARE AND RESEARCH RURAL TEXAS INDIGENT CARE RURAL TEXAS INDIGENT CARE DALLAS COUNTY INDIGENT CARE SERVICE ORGANIZATION OF WEST TEXAS 2950 W 50TH LUBBOCK TX 79413 383755079 501(c)(3) 620000 0 RURAL TEXAS INDIGENT CARE SERVICE ORGANIZATION OF BIG COUNTRY 2950 W 50TH LUBBOCK TX 79413 260746318 501(c)(3) 290000 0 RURAL TX INDIGENT CARE DALLAS SAFETY NET SUPPORT CORPORATION 1441 N BECKLEY DALLAS TX 75203 823131059 501(c)(3) 957633 0 DALLAS COUNTY INDIGENT CARE 4 USE OF GRANT FUNDS SCHEDULE I, PART I, 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 ORTHOPEDIC 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 PARTICIPATED WITH THE SERVICE ORGANIZATION OF WEST TEXAS AND THE SERVICE ORGANIZATION OF THE BIG COUNTRY (501(C)(3) ORGANIZATIONS) BY PROVIDING FUNDING FOR CLINICAL SERVICES AS DETERMINED BY THESE SERVICE ORGANIZATIONS. THESE SERVICE ORGANIZATIONS ARE MONITORED BY REVIEW OF ANNUAL IRS FORM 990. THE HOSPITAL PROVIDES FUNDING OF DALLAS SAFETY NET SUPPORT CORPORATION TO SUPPORT LOCAL HOSPITALS IN THE DALLAS COMMUNITY. THE CORPORATION IS MONITORED BY REVIEW OF THE IRS ANNUAL IRS FORM 990. X X true true X X X X false true false false false false false false false JEAN ALLEN CONTROLLER 168660 0 0 0 10271 0 10517 0 23517 0 212965 0 0 0 MARK G BATEMAN SR VP, PUBLIC RELATIONS 356698 0 0 0 33058 0 21750 0 30303 0 441809 0 0 0 JOHN G BIRCH MD ORTHOPEDIC SURGEON 0 0 0 0 162827 0 0 0 0 0 162827 0 120119 0 STEPHANIE BRIGGER VICE PRESIDENT, DEVELOPMENT 187709 0 0 0 17851 0 67231 0 18742 0 291533 0 0 0 MATT CHANCE SR VP, OPERATIONS 288415 0 0 0 21372 0 14680 0 31328 0 355795 0 0 0 LESLIE A CLONCH VP & CHIEF INFORMATION OFFICER 344064 0 0 0 26496 0 16200 0 33033 0 419793 0 0 0 LAWSON A COPLEY MD FORMER CMIO 31950 650071 0 0 0 35990 0 153721 0 32358 31950 872140 0 0 LORI DALTON SR VP & GENERAL COUSEL 374380 0 38373 0 35168 0 16200 0 32558 0 496679 0 0 0 MOLLY DEMPSEY MD CMIO 552401 0 0 0 27005 0 177678 0 30558 0 787642 0 0 0 HENRY B ELLIS MD ORTHOPEDIC SURGEON 641501 45500 0 0 54136 0 16200 0 38058 0 749895 45500 0 0 GAIL HACKNEY MD ANESTHESIOLOGIST( SEE SCH J**) 172222 0 0 0 679375 0 183840 0 16136 0 1051573 0 0 0 ELLEN HAYNES VICE PRESIDENT, MAJOR GIFTS 185278 0 0 0 16848 0 11229 0 10587 0 223942 0 0 0 J ANTHONY HERRING MD ORTHOPEDIC SURGEON 520681 0 0 0 38907 0 0 0 21265 0 580853 0 0 0 JEREMY L HOWELL VICE PRESIDENT, NORTH CAMPUS 206676 0 0 0 17543 0 12764 0 30006 0 266989 0 0 0 WILLAM R HUSTON SR VP & CFO 385273 0 35511 0 37124 0 16200 0 21495 0 495603 0 0 0 CHARLES E JOHNSTON II MD ORTHOPEDIC SURGEON 617711 0 0 0 95069 0 0 0 39759 0 752539 0 52163 0 LORI KAROL MD ASST. COS (SEE SCH J*) 620580 24300 0 0 162954 0 268630 0 32803 0 1084967 24300 0 0 DONALD K KATZ VP, FACILITIES 250278 0 0 0 21365 0 111893 0 31335 0 414871 0 0 0 BRANDON A RAMO MD ORTHOPEDIC SURGEON 646751 54400 0 0 54414 0 16200 0 33058 0 750423 54400 0 0 KARL E RATHJEN MD ASSISTANT CHIEF OF STAFF 537875 30800 0 0 38414 0 157107 0 10695 0 744091 30800 0 0 ANTHONY RICCIO MD ORTHOPEDIC SURGEON 637159 47300 0 0 54856 0 16200 0 35303 0 743518 47300 0 0 FREDRIC RICHMOND SR VP & CHIEF INVESTMENT OFFIC 356242 0 0 0 34847 0 16200 0 30558 0 437847 0 0 0 DEBRA SAYLES VP AND CNO 274093 0 0 0 27528 0 0 10940 0 312561 0 0 0 KRIS KEEVER-SMITH INVESTMENT OFFICER 223075 0 0 0 11273 0 36407 0 3819 0 274574 0 0 0 B STEPHENS RICHARDS MD CMO (SEE SCH J*) 682560 0 0 0 211828 0 443137 0 22995 0 1360520 0 0 0 DANIEL J SUCATO MD CHIEF OF STAFF 832546 51800 0 0 51801 0 262716 0 31058 0 1178121 51800 0 0 ROBERT L WALKER PRESIDENT/CEO 775877 0 0 0 74850 0 0 0 23995 0 874722 0 19167 0 PHILIP WILSON MD ASSISTANT CHIEF OF STAFF 660575 63300 0 0 37112 0 113047 0 21495 0 832229 63300 0 0 CONNIE WRIGHT VP, HUMAN RESOURCES 249371 0 0 0 20113 0 15180 0 18386 0 303050 0 0 0 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 651157 51500 0 0 46640 0 16200 0 30303 0 744300 51500 0 0 JC MONTGOMERY JR FORMER OFFICER 409637 0 0 0 65738 0 0 0 23386 0 498761 0 12705 0 FORM 990, PART VII & SCHEDULE J FOOTNOTE *PREVIOUSLY VESTED IN NON-QUALIFIED PENSION PLAN AND ACCRUED ADDITIONAL TAXABLE BENEFITS IN CALENDAR 2017. **VESTED IN NON-QUALIFIED PENSION PLAN IN CALENDAR 2017. SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) BRANDON RAMO $800 KARL RATHJEN $800 ANTHONY RICCIO $800 PHILIP WILSON $800 CHARLES JOHNSTON $800 B. STEPHENS RICHARDS $800 LORI KAROL $800 HENRY ELLIS $574 AMY MCINTOSH $800 SCHEDULE J, PART I, LINE 1A SOCIAL DUES THE ORGANIZATION PAID A PORTION OF SOCIAL CLUB DUES FOR AN EMPLOYEE. THIS REIMBURSEMENT WAS INCLUDED AS TAXABLE INCOME ON SCHEDULE J, PART II, COL B (III) & W-2, BOX 5. JC MONTGOMERY, JR $2,640 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 2017. (INCLUDED ON SCH J, PART II, COL C) DANIEL SUCATO $201,026 KARL RATHJEN $ 95,057 MOLLY DEMPSEY $112,177 LAWSON COPLEY $ 92,256 PHILIP WILSON $ 62,818 GAIL HACKNEY $105,076 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES VESTED IN THIS PLAN IN CALENDAR YEAR 2017 AND THEIR CUMULATIVE ACCRUED BENEFITS SINCE INCEPTION, AS REFERENCED BELOW, ARE SUBJECT TO TAXATION. (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) GAIL HACKNEY $675,295 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2017, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5) B. STEPHENS RICHARDS $366,976 LORI KAROL $189,324 THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIBIGLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY), AND ARE TAXABLE TO PARTICIPANT WHEN AND AS PAID.UNDER THE TERM OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2017. (INCLUDED ON SCH J, PART II, COL B (III) AND W-2, BOX l AND 5) ROBERT WALKER $16,716 JOHN BIRCH $85,416 CHARLES JOHNSTON $48,685 JC MONTGOMERY, JR $39,702 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 ITSRHC) 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 RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFITS PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2017. (INCLUDED IN SCH J, PART II, COL 8 (III), AND W-2, BOX 5) AMY MCINTOSH $26,904 B. STEPHENS RICHARDS $29,700 BRANDON RAMO $26,904 CHARLES JOHNSTON $27,145 CONNIE WRIGHT $11,835 DANIEL SUCATO $34,425 DEBBIE SAYLES $12,150 DONALD KATZ $11,160 ELLEN HAYNES $ 8,116 FREDERICK RICHMOND $16,200 J. ANTHONY HERRING $23,625 JEAN ALLEN $ 7,833 JEREMY HOWELL $ 9,225 KARL RATHJEN, MD $28,103 KRISTINA KEEVER-SMITH $10,080 LAWSON COPLEY $26,121 (EMPLOYED BY RELATED ENTITY) LESLIE CLONCH $15,300 LORI DALTON $17,100 LORI KAROL $27,076 MARK BATEMAN $16,200 MATT CHANCE $12,825 MOLLIE DEMPSEY $25,020 PHILIP WILSON $27,076 ROBERT WALKER $34,650 STEPHANIE BRIGGER $ 8,325 WILLIAM HUSTON $16,875 HENRY ELLIS $26,904 ANTHONY RICCIO $26,904 JC MONTGOMERY, JR $18,720 A CITY OF PARKER TX CULTURAL EDUCATION FACILITIES 270365113 000000000 2010-12-30 23000000 CONSTRUCT & EQUIP POWER PLANT false false false A 0 0 23000000 0 1845805 0 111125 -431040 0 22735606 0 0 2012 false false true true A false false false false 0 A false false true false true true JP MORGAN CHASE 10. false false false 0 false false A false SCHEDULE K, PART IV, LINE 2B: Arbitrage - Exception to rebate Construction fund exempt from rebate based on two year spend down rules. DODGE CARTER GRANDSON TO TRUSTEE 74181 EMPLOYEE/NON-OFFICER OF TSRHC false BUSINESS TRANSACTIONS SCHEDULE L, PART IV DODGE CARTER IS THE GRANDSON OF HAROLD D. CARTER, TRUSTEE. X 2 1255 MARKET VALUE X 13 814790 MARKET VALUE X 5 868700 MARKET VALUE X 2 228000 MARKET VALUE X MINERAL INTERESTS 3 17 MARKET VALUE X COINS 1 2035 MARKET VALUE X CEMETERY SPACES 1 1 MARKET VALUE false false true SCHEDULE M, PART I, LINE 32A Solicitation, processing, or sale of 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. DOING BUSINESS AS FORM 990, BOX C TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN PROGRAM SERVICES - PATIENT CARE (CONT.) FORM 990, PART III, LINE 4 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, TAKE 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, AND HAVE GENERATED MORE THAT 30 PATENTS. THEY HAVE MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORDWIDE, 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 37 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. NEARLY 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 AND RON CARTER HAVE A BUSINESS RELATIONSHIP. J. ANTHONY HERRING, MD, JOHN G. BIRCH, MD, CHARLES E. JOHNSTON, MD, LORI KAROL, MD, B. STEPHENS RICHARDS, MD, KARL E. RATHJEN, MD, PHILIP L. WILSON, MD, LAWSON A. B. COPLEY, MD, AMY MCINTOSH, MD, BRANDON RAMO, MD, CHRISTOPHEN M. STUTZ, MD, ANTHONY RICCIO, MD, HENRY ELLIS, MD, AND DANIEL J. SUCATO, MD, HAVE A BUSINESS RELATIONSHIP WITH ROBERT WALKER, WILLIAM HUSTON 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 AND KRISTINA KEEVER-SMITH 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. LORI DALTON, WILLIAM HUSTON 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 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. COMPLIANCE WITH WRITTEN 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 2018 FOR OFFICERS AND MEDICAL STAFF. GOVERNING DOCUMENT, CONFLICT OR INTEREST POLICY AND FINANCIAL STATEMENTS FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTERST 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 $ 7,600,666 CHANGE IN BENEFICIAL INTERESTS IN TRUSTS $ 778,676 TOTAL $ 8,379,342 PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 PHYSICIANS TX 501(c)(3) 9 TSRHC true TSRHC SCHOLARSHIP FD (DBA LEGACY SCHLRP) 2222 WELBORN ST 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 ST DALLAS TX 75219 460683787 SUPPORT ORG TX 501(c)(3) 7 TSRHC true false true false false false false false false false false false true true true true false true true true PEDI-ORTHO HEALTH CORPORATION b 109878 MARKET PEDI-ORTHO HEALTH CORPORATION l 891700 MARKET PEDI-ORTHO HEALTH CORPORATION m 63880 MARKET PEDI-ORTHO HEALTH CORPORATION q 1349717 MARKET PEDI-ORTHO HEALTH CORPORATION s 300000 MARKET