2018-08-15T12:03:46-05:00 2017-09-30 ERNST & YOUNG US LLP 425 HOUSTON STREET STE 600 FORT WORTH TX 76102 990 2016-10-01 750818178 Texas Scottish Rite Hospital for Crippled Children % JEAN ALLEN CONTROLLER TEXA 2145595000 2222 WELBORN ST DALLAS TX 75219 WILLIAM R HUSTON SVP & CFO 2018-08-15 true kathleen moseley P00116760 8173351900 2016 2022-09-23 18:48:47Z SEE SCHEDULE O ROBERT WALKER 2222 WELBORN ST DALLAS TX 75219 694310597 false X WWW.SCOTTISHRITEHOSPITAL.ORG X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 38 36 1288 743 1274365 -1190673 24540940 22531347 64362074 73581063 85199899 112344462 93171018 96235230 267273931 304692102 3630000 2118392 0 0 106910883 117925553 0 0 7187804 72106223 84382526 182647106 204426471 84626825 100265631 2492910685 2731833096 167108685 169093881 2325802000 2562739215 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 160703234 2108392 72567664 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.) 10896444 0 1013399 RESEARCH THE HOSPITAL'S DEDICATED RESEARCH CENTER, TGHE 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.) 1325542 10000 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.) 172925220 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 371 0 true 1288 true true true false false false false true true false false false true false X 38 36 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 PRESIDENT 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 10743 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 DANIEL H CHAPMAN VICE PRESIDENT 4.0 1.0 X X 0 0 0 GRAHAM H CHILDRESS VICE PRESIDENT 4.0 0.0 X X 0 0 0 DAVID COUNTS JR TRUSTEE(TERM ENDED JAN 2017) 3.0 0.0 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 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 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 WM GOWER TRUSTEE 4.0 0.0 X 0 0 0 THOMAS F GRIFFIN TRUSTEE 3.0 0.0 X 0 0 0 LEONARD P HARVEY TRUSTEE (DECEASED JAN 2017) 3.0 1.0 X 0 0 0 TOM L HIGGINS TRUSTEE 3.0 0.0 X 0 0 0 VESTER T HUGHES JR VICE PRESIDENT(DECEASED 01/17) 4.0 1.0 X 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 DOUGLAS S MAXEY TRUSTEE 3.0 0.0 X 0 0 0 TOM GUEST TRUSTEE(RESIGNED JAN 2018) 2.0 0.0 X 0 0 0 ROBERT A NORTHCUTT PhD TRUSTEE 4.0 1.0 X 0 0 0 JOHN C NOBLES TRUSTEE 4.0 0.0 X 0 0 0 LYNDON L OLSON JR CHAIRMAN OF THE BOARD 6.0 1.0 X X 0 0 0 RONALD L SKAGGS VP & SECRETARY 4.0 1.0 X X 0 0 0 GUY F STOVALL JR VP & ASSISTANT TREASURER 4.0 0.0 X X 0 0 0 H FINLAY WATKINS TRUSTEE 3.0 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 JAMES D NYFELER SR TRUSTEE 3.0 0.0 X 0 0 0 MICHAEL K PICKENS TRUSTEE 3.0 0.0 X 0 0 0 JEFF W SMITH TRUSTEE 3.0 0.0 X 0 0 0 JOE H TYDLASKA TRUSTEE 3.0 1.0 X 0 0 0 JOHN E WOOD TRUSTEE (BEGIN 1/17) 3.0 0.0 X 0 0 0 JAMES C PENN TRUSTEE (BEGIN 1/17) 3.0 0.0 X 0 0 0 ROBERT C MADISON TRUSTEE (BEGIN 1/17) 3.0 0.0 X 0 0 0 BERT V MASSEY II TRUSTEE 3.0 0.0 X 0 0 0 ROBERT L WALKER PRESIDENT/CEO 40.0 1.0 X 775125 0 27743 WILLIAM R HUSTON SR VP AND CFO 40.0 2.0 X 388089 0 49924 LORI DALTON SR VP AND GENERAL COUNSEL 40.0 2.0 X 389496 0 54323 MATT CHANCE SR VP, OPERATIONS 40.0 1.0 X 283733 0 47783 FREDRIC RICHMOND SR VP & CHIEF INVESTMENT OFFIC 40.0 0.0 X 361242 0 52068 MARK G BATEMAN SR VP, PUBLIC RELATIONS 35.0 5.0 X 372169 0 51560 CONNIE WRIGHT VP, HUMAN RESOURCES 40.0 1.0 X 261141 0 33157 DON KATZ VP, FACILITIES 40.0 0.0 X 253802 0 128102 DEBRA SAYLES VP & CNO 40.0 0.0 X 282211 0 176790 LESLIE A CLONCH VP & CHIEF INFORMATION OFFICER 40.0 0.0 X 341692 0 54520 JEREMY HOWELL VICE PRESIDENT 40.0 0.0 X 210560 0 47569 STEPHANIE BRIGGER VICE PRESIDENT 35.0 5.0 X 195639 0 71473 ELLEN HAYNES VICE PRESIDENT 35.0 5.0 X 196164 0 23299 KRISTINA KEEVER-SMITH INVESTEMENT OFFICER 40.0 2.0 X 224007 0 36882 JEAN ALLEN CONTROLLER 40.0 2.0 X 173527 0 37427 DANIEL J SUCATO MD CHIEF OF STAFF 40.0 1.0 X 823331 48000 268859 J ANTHONY HERRING MD CHIEF OF STAFF EMERITUS 40.0 0.0 X 601207 0 25174 B STEPHENS RICHARDS MD CMO (SEE SCH J*) 40.0 1.0 X 882153 4000 423977 LORI KAROL MD ASST COS (SEE SCH J**) 40.0 2.0 X 1444117 17300 275356 KARL E RATHJEN MD ASSISTANT CHIEF OF STAFF 40.0 2.0 X 646043 37900 194625 PHILIP WILSON MD ASSISTANT CHIEF OF STAFF 40.0 2.0 X 171638 534941 120910 CHARLES E JOHNSTON II MD ASSIST. CHIEF OF STAFF EMERITU 40.0 0.0 X 708285 0 25243 MOLLY DEMPSEY MD CMIO 40.0 0.0 X 656167 0 171538 CINDY K KELLY MD ANESTHESIOLIGIST (SEE SCH J**) 40.0 0.0 X 769220 0 174276 SCOTT N OISHI MD ORTHOPEDIC SURGEON 40.0 0.0 X 627671 0 52122 BRANDON A RAMO MD ORTHOPEDIC SURGEON 40.0 1.0 X 660423 46000 54123 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 40.0 1.0 X 656119 54900 51883 CHRISTOPHER M STUTZ MD ORTHOPEDIC SURGEON 40.0 1.0 X 581049 39000 27712 JC MONTGOMERY JR PRESIDENT EMERITUS 10.0 30.0 X 488604 0 27434 LAWSON COPLEY MD CMIO (FORMER) 0.0 40.0 X 164 683769 165787 JOHN G BIRCH MD CHIEF OF STAFF EMERITUS 0.0 0.0 X 294934 0 0 14730465 1465810 2951639 196 true true false HCBECK LTD 1807 ROSS STE 500 DALLAS TX 752018006 CONSTRUCTION 5275031 HKS INC POB 731121 DALLAS TX 753731121 ARCHITECTURAL 2944128 OPTIMUM HEALTHCARE IT LLC 1300 MARSH LANDING PARKWAY STE 100 JACKSONVILLE BEACH FL 32250 IT CONSULTANTS 1645527 MCKINSEY COMPANY 2711 CENTERVILLE RD WILMINGTON DE 19808 MGMT CONSULTANTS 1300000 VAN BERKOM ASSOC 1130 SHERBROOKE ST W STE 1005 MONTREAL QUEBEC CA H3A 2M8 INVESTMENT MGMT 1270836 59 2885706 507984 19137657 6364310 22531347 OUTPATIENT REVENUE 622310 94412867 94412867 0 0 INPATIENT REVENUE 622310 72141971 72141971 0 0 DEDUCTIONS FROM REVENUE 622310 -98166344 -98166344 0 0 OTHER PATIENT RELATED REV 622310 5192569 5192569 0 0 All other program service revenue 0 0 0 0 73581063 55771795 43503 55728292 0 89768984 89768984 513888 288979 224909 0 224909 224909 442185898 329567 385641323 301475 56544575 28092 56572667 5256 56567411 776388 2885706 1288062 -511674 -511674 25720 6441 19279 19279 3803616 2092215 1711401 1145717 565684 SURFACE DAMAGE/WATER SALE 110000 2875992 0 0 2875992 LEASE BONUS REVENUE 211110 2054338 0 0 2054338 HUNTING PERMITS 900099 54827 0 54827 0 37174 0 25062 12112 5022331 304692102 73581063 1274365 207305327 2118392 2118392 0 0 0 0 0 0 12083245 6844730 3683384 1555131 122442 50422 72020 0 77042566 67341124 7587942 2113500 12069349 10996586 714561 358202 11588391 10304176 882719 401496 5019560 4389355 476151 154054 0 0 0 0 699444 28482 670962 0 517886 0 517886 0 55538 0 55538 0 0 0 4912698 0 4912698 0 7916964 6059432 1806348 51184 3823366 3823274 65 27 7501266 5171150 1121527 1208589 14208371 13004146 868523 335702 0 0 0 0 5778998 4689266 991362 98370 778344 554888 170800 52656 0 0 0 0 294647 222017 68583 4047 -60385 -53263 -5793 -1329 0 0 0 0 12646320 11249722 1136215 260383 871009 503929 344562 22518 MEDICAL SUPPLIES 12544617 12539286 4311 1020 MGMT & GENERAL EXP ALLOCA 4287191 -4859445 572254 RANCH OPERATIONS 2789721 0 2789721 0 BAD DEBT EXPENSE 8800915 8800915 0 0 302807 302807 204426471 172925220 24313447 7187804 X 9529387 3620915 0 0 0 908743 31185415 26797308 0 0 0 0 12555 11047 4872368 5463460 6419557 6586288 353304166 157646408 148911688 195657758 2219241944 2410517901 122613 124684 0 0 0 0 72615158 82144992 2492910685 2731833096 24512061 25529447 0 0 0 279807 23000000 23000000 0 0 0 0 0 0 0 0 119596624 120284627 167108685 169093881 X 2206363284 2439529597 53837148 54903305 65601568 68306313 2325802000 2562739215 2492910685 2731833096 X 100265631 118445237 0 0 -9 18226356 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 false 0 false 0 false 0 true 9368 false 0 true 46170 55538 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 $9,368. PART II-B, LINE 1I OTHER ACTIVITIES OTHER ACTIVITIES PER TEXAS HOSPITAL ASSOCIATION, CHILDREN'S HOSPITAL ASSOCIATION AND DALLAS REGIONAL CHAMBER, $12,592 OF THE HOSPITAL'S DUES WERE ALLOCATED TO LOBBYING. THE HOSPITAL RETAINED THE SERVICES OF GREENBERG TRAURIG LLP TO MEET WITHVARIOUS FEDERAL LEGISLATORS OR STAFF AND INCURRED EXPENSES IN THE AMOUNT OF $33,578. 125526503 32469355 11892042 10214591 159673309 112800210 8057633 8144805 3476145 125526503 120595294 6843791 -7546608 7092267 112800210 133897630 2949795 -11210694 5041437 120595294 124107569 4082409 9512276 3804624 133897630 0.23000 0.43000 0.34000 true false 46483553 46483553 201988096 94031927 107956169 104648476 63614481 41033995 184041 184041 195657758 0 ACCRUED PENSION COSTS 60468644 MANAGEMENT BENEFIT PLAN 7792686 EMPLOYEE INS BENEFITS PAYABLE 1858649 RESERVE FOR MALPRACTICE INS CLAIMS 1097965 CHARITABLE GIFT ANNUITIES 4102293 TRUST OBLIGATIONS 10670448 RESERVE FOR RESTORATION PLAN 34293942 120284627 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 LEARNING PROGRAMS OF THE HOSPITAL. 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, 2017 AND 2016, 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 2014. East Asia and the Pacific Investments 243447 Europe (Including Iceland and Greenland) Investments, pgrm-rltd Invt 29016 North America Investments, pgrm-rltd Invt 209811983 South America Investments, pgrm-rltd Invt 9826 Sub-Saharan Africa Investments, pgrm-rltd Invt 3620 East Asia and the Pacific Investments, pgrm-rltd Invt Invest mgmt fees 51490 Europe (Including Iceland and Greenland) Investments, pgrm-rltd Invt Invest mgmt fees 64684 North America Investments, pgrm-rltd Invt Invest mgmt fees 299 Central America and the Caribbean Program Services Conferences, training 3077 East Asia and the Pacific Program Services Conferences, training 4699 Europe (Including Iceland and Greenland) Program Services Conferences, training 148757 Middle East and North Africa Program Services Conferences, training 2284 North America Program Services Conferences, training 33635 South America Program Services Conferences, training 5341 South Asia Program Services Conferences, training 77 Sub-Saharan Africa Program Services Conferences, training 804 210413039 210413039 false false true false false false PART I, LINE 3, COLUMN F ACTIVITIES PER REGION THESE AMOUNTS REPRESENT $337,892 OF INVESTMENTS AT YEAR END AND $315,147 IN EXPENDITURES BASED ON AN ACCRUAL METHOD OF ACCOUNTING. SEE DETAIL BY REGION BELOW: INVESTMENTS BY REGION: EAST ASIA AND THE PACIFIC $243,447 EUROPE $29,016 NORTH AMERICA $209,811,983 SOUTH AMERICA $9,826 SUB-SAHARAN AFRICA $3,620 TOTAL $210,097,892 EXPENSE BY REGION: CENTRAL AMERICA & THE CARIBBEAN $3,077 EAST ASIA AND THE PACIFIC $56,189 EUROPE $213,441 MIDDLE EAST AND NORTH AFRICA $2,284 NORTH AMERICA $33,934 SOUTH AMERICA $5,341 SOUTH ASIA $77 SUB-SAHARAN AFRICA $804 TOTAL $315,147 AUCTION 780344 688544 91800 14545 20903 GOLF TOURNAMENT 414424 323025 91399 59104 5840 34061 88177 88 2467326 1874137 593189 78448 106641 312363 5225 562755 3662094 2885706 776388 137552 112481 346424 19770 671835 1288062 -511674 false false 25720 6441 false 25720 6441 6441 19279 TX false THE STATE OF TEXAS DOES NOT REQUIRE SUCH A LICENSE FOR OCCASIONAL 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 false true true 12239730 12239730 0.06260 58635353 23124115 35511238 0.18150 70875083 23124115 47750968 0.24410 11513368 11513368 0.05890 1679010 51675 1627335 0.00830 14414944 904821 13510123 0.06910 2015000 2015000 0.01030 29622322 956496 28665826 0.14660 100497405 24080611 76416794 0.39070 1032834 0 1032834 0.00010 1032834 0 1032834 0.00010 true 8800915 1378 1278 100 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. 9999.99 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 TSRHCS 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 TSRHCS 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 TSRHCS 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 HOSPITALS 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 TSRHCS 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: CONSTRUCTION WILL BE COMPLETED IN THE FALL OF 2018 ON A NEW POINT OF ACCESS IN FRISCO, TEXAS. THIS PROJECT WAS UNDERTAKEN 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 WILL BE AN AMBULATORY SURGERY CENTER (ASC) THAT OFFERS DAY SURGERIES AND OUTPATIENT CLINIC SERVICES SUCH AS SPORTS MEDICINE, GENERAL ORTHOPEDICS AND A FRACTURE CLINIC, AS WELL AS SUPPORT SERVICES LIKE ORTHOTICS AND RADIOLOGY. IN ADDITION, THE SPORTS MEDICINE STAFF, WHICH WILL BE BASED OUT OF THIS FACILITY, HAS AND WILL CONTINUE TO SUPPORT 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 2018 WILL PROVIDE ADDITIONAL OPPORTUNITIES TO PROVIDE 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 HOSPITALS 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 HEALTHCARE 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 CHILDRENS 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 TODAYS 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 MAYORS 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 DALLAS MAVERICKS, FRISCO ISD, AND FRISCO YMCA, AS WELL AS EXISTING COMMUNITY PARTNERSHIPS LIKE T 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% 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, 2017, A COMMUNITY BENEFIT REPORT HAS BEEN FILED WITH THE STATE OF TEXAS. THE COMMUNITY BENEFIT REPORT IS ALSO AVAILABLE ON THE HOSPITAL'S WEBSITE. 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 HOSPTIAL 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 144-147 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 1,700 MEETINGS BY EXTERNAL GROUPS IN FISCAL YEAR 2017. 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, GATHERINGS OF PATIENT/FAMILY SUPPORT GROUPS FOR THOSE UNDERGOING TREATMENT FOR A CONDITION TREATED AT THE HOSPITAL AND MEETINGS OF THE MAYOR'S TASK FORCE ON POVERTY. 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, 2017 AND 2016, WAS APPROXIMATELY $4,810,281 AND $5,255,000 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. THE SHORTFALL IS NOT INCLUDED AS A COMMUNITY BENEFIT. 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 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 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. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 FAMILIES ARE CONTACTED BY FAMILY SERVICES COUNSELORS PRIOR TO SCHEDULED SURGICAL PROCEDURES, INPATIENT VISITS, MRI, CT AND ORTHOTICS AND PROSTHETCS 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. 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 OUTPATIENT CLINIC IN PLANO, 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 HOSPITALS 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. 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 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 IS LAUNCHING 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. IT WILL ALSO FURTHER EXPAND THE FACILITYS 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 MORE THAN 35 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 FAMILYS 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. AFFILIATED HEALTHCARE SYSTEM PART VI, LINE 6 NOT APPLICABLE STATE FILINGS OF COMMUNITY BENEFIT REPORT PART VI, LINE 7 FOR FISCAL YEAR ENDING SEPTEMBER 30, 2017 A COMMUNITY BENEFIT REPORT WAS FILED WITH THE STATE OF TEXAS. true SERVICE ORGANIZATION OF WEST TEXAS 2950 W 50TH LUBBOCK TX 75219 383755079 501(c)(3) 2015000 0 RURAL TEXAS INDIGENT CARE MEDICAL CARE AND RESEARCH NURSING ENDOWMENT FUND PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 501(c)(3) 93392 0 MEDICAL CARE & RESEARCH TSRHC SCHOLARSHIP FUND 2222 WELBORN ST DALLAS TX 75219 752106637 501(c)(3) 10000 0 NURSING ENDOWMENT FUND 3 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 MEDICAL SERVICES OF ITS PHYSICIANS. THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF THE ENTITY WHICH PROVIDES PEDIATRIC ORTHOPEDIC PHYSICIANS TO LOCAL MEDICAL FACILITIES THAT CARE FOR CHILDREN. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. THE GRANT TO THE TSRHC SCHOLARSHIP PROGRAM, A RELATED ENTITY, IS TO PROVIDE FUNDING FOR THE VOLUNTEER SERVICES ENDOWED SCHOLARSHIP FOR NURSING. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. THE HOSPITAL, IN COLLABORATION WITH THE SERVICE ORGANIZATION OF WEST TEXAS, SOLICITED THE PARTICIPATION OF CERTAIN RURAL TEXAS HOSPITAL DISTRICTS IN INDIGENT CARE AFFILIATION AGREEMENTS AS PART OF THE SECTION 1115 DEMONSTRATION WAIVER FOR THE TEXAS HEALTHCARE TRANSFORMATION AND QUALITY IMPROVEMENT PROGRAM. THE FOLLOWING HOSPITAL DISTRICTS PARTICIPATE UNDER THESE AGREEMENTS: DALLAM & HARTLEY COUNTIES AND DAWSON COUNTY. THE SERVICES OF A CONSULTANT WERE UTILIZED IN THE SELECTION OF HOSPITAL DISTRICTS WITH WHICH TO AFFILIATE. THE SERVICE ORGANIZATION IS MONITORED BY MEANS OF THEIR TAX RETURN, AND UNDER THE TERMS OF THE AFFILIATION AGREEMENTS, THE HOSPITAL DISTRICTS AGREED TO COOPERATE WITH TSRH TO ASSESS THE IMPROVEMENTS IN INDIGENT CARE ACCESS, AVAILABILITY AND DELIVERY IN THEIR COMMUNITIES RESULTING FROM THIS PROGRAM. X X false true X X X X false true false false false false false false false ROBERT L WALKER PRESIDENT/CEO 709587 0 0 0 65538 0 0 0 27743 0 802868 0 16176 0 WILLIAM R HUSTON SR VP AND CFO 359882 0 0 0 28207 0 15900 0 34024 0 438013 0 0 0 LORI DALTON SR VP AND GENERAL COUNSEL 357443 0 0 0 32053 0 15900 0 38423 0 443819 0 0 0 MATT CHANCE SR VP, OPERATIONS 259536 0 0 0 24197 0 9706 0 38077 0 331516 0 0 0 FREDRIC RICHMOND SR VP & CHIEF INVESTMENT OFFIC 329005 0 0 0 32237 0 15900 0 36168 0 413310 0 0 0 MARK G BATEMAN SR VP, PUBLIC RELATIONS 340843 0 0 0 31326 0 15900 0 35660 0 423729 0 0 0 CONNIE WRIGHT VP, HUMAN RESOURCES 242155 0 0 0 18986 0 11577 0 21580 0 294298 0 0 0 DON KATZ VP, FACILITIES 234332 0 0 0 19470 0 90017 0 38085 0 381904 0 0 0 DEBRA SAYLES VP & CNO 258984 0 0 0 23227 0 164546 0 12244 0 459001 0 0 0 LESLIE A CLONCH VP & CHIEF INFORMATION OFFICER 316921 0 0 0 24771 0 15900 0 38620 0 396212 0 0 0 JEREMY HOWELL VICE PRESIDENT 193707 0 0 0 16853 0 11985 0 35584 0 258129 0 0 0 STEPHANIE BRIGGER VICE PRESIDENT 178363 0 0 17276 0 49579 0 21894 0 267112 0 0 0 ELLEN HAYNES VICE PRESIDENT 179582 0 0 16582 0 10912 0 12387 0 219463 0 0 0 KRISTINA KEEVER-SMITH INVESTEMENT OFFICER 213333 0 0 0 10674 0 33136 0 3746 0 260889 0 0 0 JEAN ALLEN CONTROLLER 163565 0 0 0 9962 0 10210 0 27217 0 210954 0 0 0 JC MONTGOMERY JR PRESIDENT EMERITUS 409632 0 0 0 78972 0 0 0 27434 0 516038 0 19057 0 DANIEL J SUCATO MD CHIEF OF STAFF 760388 48000 0 0 62943 0 232136 0 36723 0 1092190 48000 0 0 J ANTHONY HERRING MD CHIEF OF STAFF EMERITUS 520692 0 0 0 80515 0 0 0 25174 0 626381 0 16530 0 B STEPHENS RICHARDS MD CMO (SEE SCH J*) 646994 4000 0 235159 0 397234 0 26743 0 1306130 4000 0 0 LORI KAROL MD ASST COS (SEE SCH J**) 614325 17300 0 0 829792 0 236873 0 38483 0 1719473 17300 0 0 KARL E RATHJEN MD ASSISTANT CHIEF OF STAFF 608514 37900 0 0 37529 0 182558 0 12067 0 840668 37900 0 0 PHILIP WILSON MD ASSISTANT CHIEF OF STAFF 162602 508206 0 0 9036 26735 95904 0 5299 19707 272841 554648 0 0 CHARLES E JOHNSTON II MD ASSIST. CHIEF OF STAFF EMERITU 561631 0 0 0 146654 0 0 0 25243 0 733528 0 52163 0 LAWSON COPLEY MD CMIO (FORMER) 0 623659 0 25000 164 35110 0 128364 0 37423 164 849556 0 0 MOLLY DEMPSEY MD CMIO 611063 0 0 0 45104 0 135555 0 35983 0 827705 0 0 0 JOHN G BIRCH MD CHIEF OF STAFF EMERITUS 0 0 0 294934 0 0 0 0 0 294934 0 77410 0 CINDY K KELLY MD ANESTHESIOLIGIST (SEE SCH J**) 410906 0 0 0 358314 0 156351 0 17925 0 943496 0 0 0 SCOTT N OISHI MD ORTHOPEDIC SURGEON 590479 0 0 0 37192 0 15900 0 36222 0 679793 0 0 0 BRANDON A RAMO MD ORTHOPEDIC SURGEON 607573 46000 0 0 52850 0 15900 0 38223 0 714546 46000 0 0 AMY L MCINTOSH MD ORTHOPEDIC SURGEON 611063 54900 0 0 45056 0 15900 0 35983 0 708002 54900 0 0 CHRISTOPHER M STUTZ MD ORTHOPEDIC SURGEON 542881 39000 0 38168 0 15900 0 11812 0 608761 39000 0 0 Form 990, Part VII & Schedule J Footnote *PREVIOUSLY VESTED IN NON-QUALIFIED PENSION PLAN AND ACCRUED ADDITIONAL TAXABLE BENEFITS IN CALENDAR 2016. **VESTED IN NON-QUALIFIED PENSION PLAN IN CALENDAR 2016. SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) J. ANTHONY HERRING $720 CHARLES JOHNSTON $800 B. STEPHENS RICHARDS $800 SCOTT N. OISHI $ 15 LORI KAROL $800 SOCIAL CLUB DUES (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) JC MONTGOMERY, JR. $2,640 SCHEDULE J, PART I, LINE 1B THE CORPORATION DOES NOT HAVE A WRITEN POLICY REGARDING REIMBURSEMENT FOR TRAVEL FOR COMPANIONS. CERTAN EMPLOYEES ARE ALLOWED $800 ANNUALLY FOR TRAVEL FOR COMPANIONS. THE ORGANIZATION PAID A PORTION OF THE SOCIAL CLUB DUES FOR AN EMPLOYEE. SUBSTANTIATION OF EXPENSES WAS REQUIRED PRIOR TO REIMBURSEMENT AND THESE ITEMS WERE INCLUDED AS TAXABLE INCOME ON SCHEDULE J. 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 2016. (INCLUDED ON SCH J, PART II, COL C) DANIEL SUCATO $172,164 KARL RATHJEN $122,246 LORI KAROL $162,832 (VESTED IN CURRENT YEAR) MOLLY DEMPSEY $103,628 LAWSON COPLEY $67,608 (EMPLOYED BY A RELATED ENTITY) PHILIP WILSON $46,438 CINDY KELLY $77,019 (VESTED IN CURRENT YEAR) UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES VESTED IN THIS PLAN IN CALENDAR YEAR 2016 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) CINDY K. KELLY $354,804 LORI KAROL $790,574 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2016, 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 $192,866 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 2016. (INCLUDED ON SCH J, PART II, COL B (III) AND W-2, BOX 1 AND 5) JC MONTGOMERY, JR. $39,702 J. ANTHONY HERRING $34,438 ROBERT WALKER $32,352 JOHN BIRCH $85,416 CHARLES JOHNSTON $100,848 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 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 2016. (INCLUDED IN SCH J, PART II, COL B (III), AND W-2, BOX 5) AMY MCINTOSH $26,120 B. STEPHENS RICHARDS $28,007 BRANDON RAMO $26,120 CHARLES JOHNSTON $26,354 CHRISTOPHER M. STUTZ $21,375 CONNIE WRIGHT $10,350 DANIEL SUCATO $31,750 DEBBIE SAYLES $11,618 DONALD KATZ $10,429 ELLEN HAYNES $7,880 FREDRICK RICHMOND $14,852 J. ANTHONY HERRING $23,625 J.C. MONTGOMERY, JR. $18,720 JEAN ALLEN $7,605 JEREMY HOWELL $8,575 KARL RATHJEN, MD $27,285 KRISTINA KEEVER-SMITH $9,549 LAWSON COPLEY $25,360 (EMPLOYED BY RELATED ENTITY) LESLIE CLONCH $13,905 LORI DALTON $16,262 LORI KAROL $26,281 MARK BATEMAN $15,342 MATT CHANCE $11,250 MOLLIE DEMPSEY $24,291 PHILIP WILSON $26,287 ROBERT WALKER $31,500 STEPHANIE BRIGGER $7,857 WILLIAM HUSTON $15,277 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 1377318 0 111125 37446 0 22735606 0 0 2012 false false true true A false false false false 0 A false false true false true true JPMorgan 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 72020 EMPLOYEE/NON-OFFICER OF TSRHC false KAITLYN BROWN DAUGHTER TO TRUSTEE 50422 EMPLOYEE/NON-OFFICER OF TSRHC false Business Transactions SCHEDULE L, PART IV DODGE CARTER IS THE GRANDSON OF HAROLD D. CARTER, TRUSTEE. KAITLYN BROWN IS THE DAUGHTER OF RUSSELL C. BROWN,TRUSTEE. X 1 12500 MARKET VALUE X 17 619878 MARKET VALUE X 1 4000 MARKET VALUE X MINERAL INTERESTS 5 53 MARKET VALUE false false true Solicitation, processing, or noncash contributions TSRHC USES THIRD PARTY BROKERS TO SELL DONATED SECURITIES AND OTHER THIRDPARTY SPECIALISTS TO SELL OTHER NON-CASH DONATIONS OF VEHICLES, REAL ESTATE AND OTHERASSETS. OTHER NONCASH CONTRIBUTIONS DESCRIPTION: MINERAL INTERESTS(A) CHECK: X(B) NUMBER OF CONTRIBUTIONS: 5(C) REVENUES REPORTED: 53(D) METHOD OF DETERMINING MARKET VALUE: MARKET VALUE DOING BUSINESS AS 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 30 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 36 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 180 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. A. ANTHONY HERRING, MD, JOHN G. BIRCH, MD, CHARLES E. JOHNSTON, MD, LORI A. 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, CHRISTOPHER M. STUTZ, 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. J.C. MONTGOMERY, JR., 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 2016 FOR OFFICERS AND MEDICAL STAFF. GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS 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. FORM 990, PART X, LINES 1 AND 11 PRIOR YEAR BALANCES WERE ADJUSTED FOR PRESENTATION PURPOSES ONLY. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT $ 15,001,851 CHANGE IN BENEFICIAL INTEREST IN TRUSTS $ 3,224,505 ------------- TOTAL $ 18,226,356 PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 PHYSICIANS TX 501(c)(3) 10 TSRH true TSRH SCHOLARSHIP FUND (DBA LEGACY) 2222 WELBORN ST DALLAS TX 75219 752106637 SCHOLARSHIPS TX 501(c)(3) 7 NA false TEXAS SCOTTISH RITE HOSPITAL TRUST C/O JP MORGAN 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 TSRH true false true false false false false false false false false false true true true true true true true true PEDI-ORTHO HEALTH CORPORATION b 93392 MARKET PEDI-ORTHO HEALTH CORPORATION l 1169527 MARKET PEDI-ORTHO HEALTH CORPORATION m 269540 MARKET PEDI-ORTHO HEALTH CORPORATION p 273550 MARKET PEDI-ORTHO HEALTH CORPORATION q 1030812 MARKET PEDI-ORTHO HEALTH CORPORATION s 850083 MARKET