2015-08-14T12:36:46-05:00 2014-09-30 ERNST & YOUNG US LLP 425 HOUSTON STREET SUITE 600 FORT WORTH TX 76102 990 2013-10-01 750818178 Texas Scottish Rite Hospital for Crippled Children % Jean Allen Controller TEXA 2145595000 2222 Welborn St Suite Dallas TX 75219 William Huston Sr. VP & CFO 8173351900 2015-08-14 true KATHLEEN MOSELEY P00116760 8173351900 2013 2016-04-25 22:37:26Z Robert L Walker 2222 Welborn Dallas TX 752193924 2056939482 false X www.tsrhc.org X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPAEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 39 39 1074 926 701659 -1529703 21958386 24641339 40551994 42545090 107397612 220604344 127576361 360249375 297484353 648040148 200000 100000 0 0 87316292 89384106 0 0 5953906 45965525 52753321 133481817 142237427 164002536 505802721 1820397325 2243247037 97636484 125681972 1722760841 2117565065 X To provide the highest quality care to improve the lives of children with orthopaedic and related conditions and specific learning disabilities. TSRHC focuses on patient care, research and education. false false 106355312 100000 42545090 PATIENT CARE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS ONE OF THE NATION'S LEADING PEDIATRIC CENTERS FOR THE TREATMENT OF ORTHOPAEDIC CONDITIONS, CERTAIN RELATED NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYSLEXIA. PATIENTS RECEIVE TREATMENT REGARDLESS OF THE FAMILY'S ABILITY TO PAY. THE ORTHOPAEDICS 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. (CONTINUED ON SCHEDULE O.) 1149458 0 0 EDUCATION TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPAEDIC RESIDENTS AND POST-GRADUATE ORTHOPAEDIC FELLOWS WHILE ALSO CONTRIBUTING 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 56 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. (CONTINUED ON SCHEDULE O.) 10148650 0 0 RESEARCH SINCE OPENING ITS DOORS IN 1921, TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HAS STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPAEDIC 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 - SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND FOOT DISORDERS, HIP DISORDERS, LIMB LENGTH DISCREPANCIES, HAND DIFFERENCES AND SPORTS MEDICINE - SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES. (CONTINUED ON SCHEDULE O.) 117653420 true true false true false 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 false false true false false false false true true true false false true 342 0 true 1074 true true true false false false false true true false false false true false X 39 39 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 Street Dallas TX 75219 M DOUGLAS ADKINS VICE CHAIRMAN 4.0 1.0 X X 0 0 0 FRED E ALLEN VICE PRESIDENT 4.0 0.0 X X 0 0 0 PAT BEARD TRUSTEE (DECEASED 11/30/13) 0.0 0.0 X 0 0 0 W EUGENE BROOKSHIRE TRUSTEE 3.0 0.0 X 0 0 0 RUSSELL C BROWN TRUSTEE 3.0 0.0 X 0 0 0 W VERNON BURKE JR TRUSTEE 3.0 1.0 X 0 0 0 CLIFFORD E BUTLER TRUSTEE 3.0 0.0 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 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 F DAVIDSON TRUSTEE 4.0 0.0 X 0 0 0 JOSEPH M DEALEY 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 ROBERT J GLASGOW TRUSTEE (END 12/31/13) 2.0 0.0 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 TOM GUEST TRUSTEE 3.0 0.0 X 0 0 0 REESE L HARRISON JR TRUSTEE 4.0 0.0 X 0 0 0 LEONARD P HARVEY TRUSTEE 3.0 1.0 X 0 0 0 THOMAS L HIGGINS TRUSTEE 3.0 0.0 X 0 0 0 VESTER T HUGHES JR VICE PRESIDENT 4.0 1.0 X X 0 0 0 BRACK JONES JR TRUSTEE 3.0 0.0 X 0 0 0 JAMES E LANEY VICE PRESIDENT 4.0 0.0 X X 0 0 0 LEO G MARTIN JR TRUSTEE 3.0 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 LYNDON L OLSON JR CHAIRMAN OF THE BOARD 6.0 1.0 X X 0 0 0 C CLIFTON ROBINSON TRUSTEE 4.0 0.0 X 0 0 0 FRANK C ROCKABRAND TRUSTEE 3.0 0.0 X 0 0 0 RONALD L SKAGGS VICE PRESIDENT & SECRETARY 4.0 0.0 X X 0 0 0 GUY F STOVALL JR VP & ASSISTANT TREASURER 4.0 0.0 X X 0 0 0 MURRAY WATSON JR TRUSTEE 3.0 0.0 X 0 0 0 RALPH WAYNE TRUSTEE 3.0 0.0 X JERRY D WEBBER Trustee (END 08/21/14) 2.0 0.0 X JM WILLSON JR VICE PRESIDENT & TREASURER 4.0 0.0 X X 0 0 0 ROBERT WALKER PRESIDENT/CEO 40.0 1.0 X 606702 0 25039 JC MONTGOMERY JR PRESIDENT, EMERITUS 10.0 30.0 X 488924 0 24686 WILLIAM HUSTON SENIOR VICE PRESIDENT & CFO 40.0 2.0 X 70158 0 424 LORI DALTON SR. VP & GENERAL COUNSEL 40.0 2.0 X 345952 0 48211 M SCOTT PERRYMAN SENIOR VICE PRESIDENT 40.0 1.0 X 284498 0 49485 MARK BATEMAN SENIOR VICE PRESIDENT 40.0 5.0 X 336615 0 47341 STEPHANIE BRIGGER VICE PRESIDENT 40.0 5.0 X 172768 0 49381 JEREMY HOWELL VICE PRESIDENT 40.0 0.0 X 167602 0 50879 JEAN ALLEN CONTROLLER 40.0 3.0 X 161009 0 21535 FREDRIC RICHMOND VICE PRESIDENT 40.0 0.0 X 251431 0 9937 DEBRA SAYLES VICE PRESIDENT 40.0 0.0 X 249726 0 132433 DON KATZ VICE PRESIDENT 40.0 0.0 X 210386 0 33464 KRISTINA KEEVER-SMITH INVESTMENT OFFICER 40.0 2.0 X 220002 0 29658 B STEPHENS RICHARDS SCH J CHIEF MEDICAL OFFICER 40.0 1.0 X 716423 32500 87853 CHARLES JOHNSTON SEE SCH J ASSIST. CHIEF OF STAFF 40.0 0.0 X 723464 0 87942 JOHN BIRCH SEE SCH J ASSIST. CHIEF OF STAFF 40.0 0.0 X 823750 0 91518 DANIEL SUCATO CHIEF OF STAFF 40.0 1.0 X 632132 107550 155169 J ANTHONY HERRING CHIEF OF STAFF EMERITUS 40.0 0.0 X 611037 0 22172 JAMES STURGIS ADMINISTRATOR 40.0 0.0 X 181657 0 80244 MOLLY DEMPSEY RADIOLOGIST 40.0 0.0 X 515862 0 99598 MARYBETH EZAKI SEE SCH J ORTHOPAEDIC SURGEON 40.0 0.0 X 1727088 0 72545 FARZANEH SAFAVI SEE SCH J ANESTHESIOLOGIST 40.0 0.0 X 599146 0 79321 LORI KAROL ORTHOPAEDIC SURGEON 40.0 1.0 X 520967 29500 122130 KARL RATHJEN ORTHOPAEDIC SURGEON 40.0 10.0 X 554999 67400 99969 SHARON ELLIS FORMER SR. VP & CFO 0.0 0.0 X 376810 0 15180 11549108 236950 1536114 131 true true false Tweedy Browne Company LLC One Station Place Stamford CT 06902 Investment mgmt 1232534 UTSW Medical Center PO Box 841765 Dallas TX 752841765 Professional fees 1103458 Northern Trust Co 50 South Lasalle Chicago IL 60603 Investment mgmt 909974 HCBECK LTD 1807 Ross Ste 500 Dallas TX 752018006 Construction 863125 Dimensional Fund Advisors LP 6300 Bee Cave Rd Bldg One Austin TX 78746 Investment mgmt 748719 35 2695190 21946149 3875767 24641339 Dylexia program 900099 505173 505173 0 0 Outpatient revenue 622310 29506648 29506648 0 0 Inpatient revenue 622310 70590471 70590471 0 0 Deductions from revenue 622310 -58057202 -58057202 0 0 42545090 32300848 32300848 0 146029940 146029940 455886 124337 331549 0 331549 331549 1594933623 183000 1406648627 164500 188284996 18500 188303496 188303496 824034 2695190 1086289 -262255 -262255 32983 5359 27624 27624 1974913 870222 1104691 558841 545850 Surface damage/water sale 110000 9804739 0 0 9804739 LEASE BONUS REVENUE 211110 203018675 0 0 203018675 HUNTING PERMITS 110000 20500 0 20500 0 173912 0 122318 51594 213017826 648040148 42545090 701659 580152060 100000 100000 0 0 0 0 0 0 9112275 4337712 3605885 1168678 0 0 58303058 51891058 4343604 2068396 9791664 8943770 616673 231221 8477138 7575657 581604 319877 3699971 3295158 260059 144754 0 0 0 0 179494 4264 175230 0 372480 0 372480 0 14839 0 14839 0 0 0 4303368 0 4303368 0 5590800 4476946 1034433 79421 631992 16110 615203 679 8313788 6605559 598544 1109685 3709378 3016356 469300 223722 0 0 0 0 3057377 2704257 287284 65836 525867 367116 142733 16018 0 0 0 0 200999 152109 43106 5784 585587 513229 59556 12802 0 0 0 0 9831811 8374709 1261703 195399 772299 509294 252660 10345 Medical supplies 10243634 10242420 937 277 MGMT & GEN EXP ALLOCATION 0 2765621 -3066633 301012 RANCH OPERATIONS 2244657 0 2244657 0 BAD DEBT EXPENSE 1762075 1762075 0 0 412876 412876 142237427 117653420 18630101 5953906 0 509611 834059 0 0 0 0 37393448 26442968 0 0 0 0 117698 16429 2331274 2102217 4990447 5288889 242824827 126280703 95207301 116544124 1578926878 2002818735 167175 167137 0 0 0 0 100753493 89032479 1820397325 2243247037 12367759 13733640 0 0 0 0 23000000 23000000 0 0 0 0 0 0 0 0 62268725 88948332 97636484 125681972 X 1592649607 2000965057 65100527 50380089 65010707 66219919 1722760841 2117565065 1820397325 2243247037 X 505802721 -76730820 -34267677 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false 0 false 0 false 0 false 0 false 0 false 0 true 14839 14839 false SCHEDULE C PART II-B, LINE 1I PER NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS AND TEXAS HOSPITAL ASSOCIATION, $9,219 OF THE HOSPITAL'S ANNUAL 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 $5,620. 133897630 2949795 -11210694 5041437 120595294 124107569 4082409 9512276 3804624 133897630 115329338 4378890 7772123 3372782 124107569 115713126 2591978 -303985 2671781 115329338 109297675 7717507 2211598 3513654 115713126 0.03000 0.55000 0.42000 true false 43740749 43740749 134418556 75894525 58524031 64396481 50386178 14010303 269041 269041 116544124 0 Accrued pension costs 41467220 Management benefit plan 2431780 Health insurance payable 848513 Reserve for malpractice ins claims 687777 Charitable gift annuities 5026921 Trust obligations 10489237 Deferred income 805114 Reserve for restoration plan 27193026 Reserve for 3rd party payor settlement -1256 88948332 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 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 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 2011. The Hospital has analyzed the tax positions taken and concluded that as of September 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. East Asia and the Pacific Investments 85830680 Europe (Including Iceland and Greenland) Investments 69820816 Middle East and North Africa Investments 502732 North America Investments 21138277 South America Investments 10341330 Sub-Saharan Africa Investments 6055565 East Asia and the Pacific Investment Mgmt Fees 584433 Europe (Including Iceland and Greenland) Investment Mgmt Fees 475419 Middle East and North Africa Investment Mgmt Fees 3423 North America Investment Mgmt Fees 143933 South America Investment Mgmt Fees 70416 Sub-Saharan Africa Investment Mgmt Fees 41233 Europe (Including Iceland and Greenland) Program Services CONFERENCES, TRAINING 25008 Middle East and North Africa Program Services CONFERENCES, TRAINING 1990 North America Program Services CONFERENCES, TRAINING 17208 195052463 195052463 true false true false false false Part I, Line 3 The amounts on Part I, Line 3, Column F represent $193,689,400 of investments, and $1,363,063 in expenditures based on an accrual method of accounting. See the detail per region below: Investments By Region: East Asia and the Pacific $ 85,830,680 Europe $ 69,820,816 Middle East and North Africa $ 502,732 North America $ 21,138,277 South America $ 10,341,330 Sub-saharan Africa $ 6,055,565 ------------------------------------------- Total $193,689,400 Expenses By Region: North America $ 161,141 Europe $ 500,427 Middle East and North Africa $ 5,413 East Asia and the Pacific $ 584,433 South America $ 70,416 Sub-Saharan Africa $ 41,233 -------------------------------------------- Total $ 1,363,063 X X X X X false AUCTION 833910 723610 110300 31119 11500 249592 GOLF TOURNMNT 353980 267343 86637 17669 29902 30115 56576 91 2331334 1704237 627097 77715 96647 112094 7705 365655 3519224 2695190 824034 95384 126549 173328 19205 671823 1086289 -262255 false false 32983 5359 false 32983 5359 5359 27624 TX false The State of Texas does not require such a license for occasional gaming activities (up to two per year). false true false 0.35000 0.65000 Jean Allen Controller Texas Scott 2222 Welborn Street Dallas TX 75219 false NA N/A false true true true X true X 0 true false true true 11821778 11821778 0.08420 38325676 10000099 28325577 0.20160 50147454 10000099 40147355 0.28580 20438656 20438656 0.14550 1149458 40212 1109246 0.00790 10148650 558699 9589951 0.06830 31736764 598911 31137853 0.22170 81884218 10599010 71285208 0.50750 828340 828340 0.00590 828340 828340 0.00590 true 1762075 1341 1447 -106 X true true 1 1 TEXAS SCOTTISH RITE HOSPITAL 2222 WELBORN ST DALLAS TX 75219 www.tsrhc.org 000054 X X X X X ORTHOPAEDIC, neurodevelopment & musculoskeletal TX SCOT RITE HOSPITAL FOR CHILDREN 1 true X X X X X X X X X 13 true false true X www.tsrhc.org X X X X X X X X X false false true true 200. true true X X X X X X true true X X X X X true false X X X X X true X false false PART V, SECTION B, LINE 3 INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY AND PERSONS CONSULTED TSRHC ENGAGED THE SERVICES OF THE DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATE WITH TSRHC IN PRODUCING THE HOSPITAL'S CHNA REPORT. THE MISSION OF THE DFWHCF IS TO SERVE AS A CATALYST FOR CONTINUAL IMPROVEMENT IN COMMUNITY HEALTH AND HEALTH CARE DELIVERY THROUGH EDUCATION, RESEARCH, COMMUNICATION, COLLABORATION, AND COORDINATION. DFWHCF IS A TRUSTED COMMUNITY RESOURCE EXPANDING KNOWLEDGE AND DEVELOPING NEW INSIGHT FOR THE CONTINUOUS IMPROVEMENT OF HEALTH AND HEALTH CARE. DFWHCF ALIGNS INFORMATION COLLECTION, ANALYTICS, AND REPORTING CAPABILITIES TO IMPROVE CLINICAL EFFECTIVENESS, CARE COORDINATION AND POPULATION HEALTH. DFWHCF RESEARCH STAFF HAS EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND DEVELOPING COMPREHENSIVE HEALTH SERVICE PLANS. PRIMARY DATA WAS OBTAINED FROM PATIENTS AND KEY INFORMANTS THROUGH TELEPHONE, WRITTEN AND FACE-TO-FACE SURVEYS. THE DFWHCF CONTACTED 957 PATIENTS AND THEIR FAMILIES ON BEHALF OF TSRHC DURING THE PERIOD OF MAY 14 - JULY 3, 2013. A RANDOMIZED SAMPLE OF PATIENTS ACCESSING THE FIVE CORE SERVICES AREAS OF THE HOSPITAL - PEDIATRIC ORTHOPAEDICS, NEUROLOGY, RHEUMATOLOGY, PEDIATRIC DEVELOPMENTAL DISABILITIES AND DYSLEXIA - WERE QUERIED AND DATA WAS COLLECTED FOR USE IN THIS ANALYSIS. A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES WERE INCLUDED IN THE PATIENT SURVEY, REFLECTING THE MIX OF PATIENTS SEEN AT TSRHC. KEY INFORMANT INFORMATION WAS COLLECTED FROM 24 IDENTIFIED STAKEHOLDERS DURING THE PERIOD OF JUNE 19 - JULY 12, 2013. EXPERTS IN PUBLIC HEALTH, SOCIAL SERVICES, HOSPITAL ADMINISTRATION, CARE MANAGEMENT AND ACUTE PEDIATRIC SPECIALTY CARE WERE INTERVIEWED USING A PRE-DETERMINED LIST OF QUESTIONS. KEY INFORMANTS REPRESENT ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES. SECONDARY DATA REGARDING ATTRIBUTES AND FACTORS SUCH AS HEALTH STATUS, SOCIOECONOMIC STATUS, STANDARDS OF CARE, PUBLIC HEALTH AND PUBLISHED GUIDELINES WERE ACQUIRED FROM A VARIETY OF SOURCES, INCLUDING BUT NOT LIMITED TO THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES, CENTERS FOR DISEASE CONTROL AND PREVENTION, HEALTHY PEOPLE 2020, HEALTHY COMMUNITIES NETWORK, AMERICAN COMMUNITY SURVEY AND LOCAL PUBLIC HEALTH AUTHORITIES. OTHER ORGANIZATIONS SUPPORTING THIS CHNA INCLUDE THE ARTHRITIS FOUNDATION, DALLAS COUNTY HEALTH AND HUMAN SERVICES, DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION, RONALD MCDONALD HOUSE OF DALLAS AND THE TARRANT COUNTY DEPARTMENT OF HEALTH. ASSESSMENT OF THE TSRHC COMMUNITY CORE AND ANCILLARY SERVICES WAS ACCOMPLISHED THROUGH MIXED METHODOLOGY. QUALITATIVE DATA WAS OBTAINED FROM INFORMANTS, CATEGORIZED AND INTERPRETED, LEADING TO THE IDENTIFICATION OF TRENDS AND ANOMALIES. QUANTITATIVE DATA WAS COLLECTED FROM PATIENT SURVEY RESPONSES, CONVERTED TO NUMERICAL REPRESENTATIONS, AND ANALYZED WITH STATISTICAL SOFTWARE. BASED ON AN ANALYSIS OF PRIMARY DATA, CONCLUSIONS WERE MADE AND NEEDS IDENTIFIED. STATE AND REGIONAL DATA DETERMINED INDICATORS WITH THE MOST SIGNIFICANT IMPACT ON HEALTH ACCESS AND QUALITY FOR THE TSRHC COMMUNITY. PART V, SECTION B, LINE 6I NEEDS IDENTIFIED IN RECENTLY CONDUCTED CHNA AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND THE DALLAS FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) REACHED A CONSENSUS ABOUT SIGNIFICANT COMMUNITY HEALTH NEEDS BASED ON THE FREQUENCY AND IMPORTANCE OF SURVEY RESPONSES RECEIVED. TSHRC LEADERSHIP IDENTIFIED AND PRIORITIZED THREE SIGNIFICANT NEEDS WITHIN THE SCOPE OF THE HOSPITAL'S PRACTICE THAT REACH BEYOND THE SPECIFIC PEDIATRIC ORTHOPAEDIC NEEDS NORMALLY IDENTIFIED BY OUR PATIENTS. TSRHC CONTINUES TO ADDRESS ALL THREE OF THE SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED, WITHIN THE SCOPE OF THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. TSRHC CONTINUES TO FULFILL ITS PRIMARY MISSION BY PROVIDING PREMIER PEDIATRIC ORTHOPAEDIC SERVICES, CONDUCTING PIONEERING RESEARCH RELATED TO THE CONDITIONS WE TREAT AND PROVIDING EDUCATION IN OUR SPECIALTY AREAS AS A LEADING TEACHING HOSPITAL. CONTINUING THE HOSPITAL'S POLICY TO TREAT PATIENTS REGARDLESS OF THE FAMILY'S ABILITY TO PAY ADDRESSES A SIGNIFICANT BARRIER TO CARE IDENTIFIED IN COMMUNITY-BASED RESEARCH. THE FOLLOWING THREE NEEDS WERE PRIORITIZED IN THE HOSPITAL'S CHNA ACCORDING TO THE MAGNITUDE OF THE NEED, ITS ALIGNMENT WITH TSRHC'S STRENGTHS AND EXPERTISE AND THE OPPORTUNITY TO IDENTIFY AND REFER OR PARTNER WITH OTHER ORGANIZATIONS THAT CAN MORE EFFECTIVELY MEET THE NEED: 1. IMPROVE ACCESS TO HEALTH CARE SERVICES 2. IMPROVE COORDINATION OF CARE 3. IMPROVE CHILD HEALTH STATUS TSRHC CONTINUES TO IMPLEMENT STRATEGIES TO ADDRESS THESE PRIORITIZED NEEDS THAT ALIGNS WITH THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. STRATEGY FOR IMPROVING ACCESS: TSRHC IS FURTHER ENHANCING ITS OUTREACH PROGRAM TO ENSURE PATIENT AND PATIENT FAMILIES ARE AWARE OF HOSPITAL SERVICES AND OVERCOMING BARRIERS TO ACCESS TO CARE. TSRHC HAS ADOPTED A FINANCIAL ASSISTANCE PROGRAM AND THOSE FAMILIES THAT MEET THE ELIGIBILITY CRITERIA MAY QUALIFY FOR FREE OR DISCOUNTED CARE. THE HOSPITAL WILL CONTINUE TO BE RIGOROUS IN ITS EFFORTS TO COMMUNICATE THAT POLICY AND ENSURE THAT FINANCIAL BURDENS ARE NEVER A BARRIER TO PATIENT CARE. TSRHC RESEARCH DATA AND INFORMANT INTERVIEWS IDENTIFIED THE CURRENT AND GROWING SHORTAGE OF PEDIATRIC ORTHOPAEDIC SPECIALISTS AS A BARRIER TO CARE. ADDING TO THE ANTICIPATED HIGH DEMAND FOR PHYSICIANS AND SURGEONS IS THE EXPECTATION THAT A LARGE NUMBER OF PHYSICIANS ARE EXPECTED TO RETIRE BETWEEN 2008 AND 2018. TO ADDRESS THIS NEED, TSHRC WILL: A. PROVIDE MEDICAL EDUCATION - TSRHC FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPAEDIC RESIDENTS AND POST-GRADUATE ORTHOPAEDIC FELLOWS AND CONTRIBUTING 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. CURRENTLY, TSHRC IS AFFILIATED WITH 56 INSTITUTIONS INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. TSRHC PROVIDES FOUR CLINICAL FELLOWSHIPS EACH YEAR. THE DOROTHY AND BRYANT EDWARDS FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS AND SCOLIOSIS BEGAN IN 1990 AND PROVIDES TRAINING IN ALL ASPECTS OF RECONSTRUCTIVE PEDIATRIC ORTHOPAEDICS, TRAUMA AND INFECTIONS. IN ADDITION, TSRHC OFFERS A SIX-MONTH INTERNATIONAL PEDIATRIC ORTHOPAEDIC AND SCOLIOSIS FELLOWSHIP TRAINING PROGRAM. AS OF SEPTEMBER 2014, THE TSRHC ORTHOPAEDIC MEDICAL STAFF HAS TRAINED A TOTAL OF 144 ORTHOPAEDIC FELLOWS, 31 INTERNATIONAL ORTHOPAEDIC FELLOWS AND 420 ORTHOPAEDIC RESIDENTS. IN ADDITION, FELLOWS FROM SOME OF THE MAJOR HAND CENTERS IN NORTH AMERICA AS WELL AS FROM COUNTRIES THROUGHOUT THE WORLD TRAIN HERE IN THE SUBSPECIALTY OF PEDIATRIC HAND SURGERY FOR VARYING LENGTHS OF TIME. B. PROVIDE CLINICAL TRAINING AND/OR DIDACTIC EDUCATION FOR ALLIED HEALTH PROFESSIONALS IN EVERY DISCIPLINE REPRESENTED AT THE HOSPITAL - THE HOSPITAL MAINTAINS AFFILIATION AGREEMENTS WITH MORE THAN 50 COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. A SIGNIFICANT PORTION OF THE CLINICAL EDUCATION PROVIDED IS TO FUTURE NURSES. MORE THAN 200 NURSING STUDENTS FROM FIVE DIFFERENT NURSING SCHOOLS PARTICIPATE IN CLINICAL PRACTICE ROTATIONS AT TSRHC IN THE COURSE OF A TYPICAL YEAR. MORE THAN 300 NURSING STUDENTS FROM FIVE OTHER NURSING PROGRAMS ARE PROVIDED SHORT COURSES AND LECTURES BY TSRHC NURSING STAFF. OTHER DISCIPLINES WHICH PROVIDE CLINICAL, TECHNICAL AND/OR ADMINISTRATIVE EDUCATION TO STUDENTS IN THEIR AREA OF EXPERTISE INCLUDE ADMINISTRATORS, CHILD LIFE SPECIALISTS, DIETITIANS, DENTISTS, DENTAL ASSISTANTS, DENTAL HYGIENISTS, ADVANCE PRACTICE PROFESSIONALS, ORTHOTISTS AND PROSTHETISTS, PHYSICAL AND OCCUPATIONAL THERAPISTS, PSYCHOLOGISTS, RADIOGRAPHERS, SOCIAL WORKERS, SONOGRAPHERS AND THERAPEUTIC RECREATION SPECIALISTS. C. INTRODUCE, EXPAND OR ENHANCE TELEMEDICINE/TELEHEALTH INITIATIVES TO INCREASE PATIENT ACCESS TO HEALTH CARE - TELEMEDICINE ENCOMPASSES DIFFERENT TYPES OF PROGRAMS AND SERVICES PROVIDED FOR EACH PATIENT, INCLUDING SPECIALIST REFERRAL SERVICES, PATIENT CONSULTATIONS, REMOTE ACCESS, MEDICAL EDUCATION AND CONSUMER MEDICAL AND HEALTH INFORMATION. TSHRC IS COMMITTED TO PROVIDING A CULTURALLY APPROPRIATE ENVIRONMENT FOR ITS PEDIATRIC PATIENTS AND THEIR FAMILIES. A DIVERSE COHORT OF EMPLOYEES AND VOLUNTEERS ENSURES REFLECTIVITY OF ITS CURRENT AND FUTURE PATIENT MIX. TSRHC EMPLOYS THE SKILLS, EXPERTISE AND CARE OF MORE THAN 900 EMPLOYEES AND FURTHER, HAS THE BENEFIT OF MORE THAN 700 VOLUNTEERS. WE ALSO PROVIDE EXTENSIVE LANGUAGE TRANSLATION SERVICES TO PATIENTS AND THEIR FAMILIES THROUGH HOSPITAL STAFF AND CONTRACTED OUTSIDE SERVICES. IN ADDITION, EMPLOYEES ARE REQUIRED TO COMPLETE ONLINE TRAINING AND EDUCATION COURSES THAT INCLUDE CULTURAL SENSITIVITY AND PATIENT COMMUNICATION SEGMENTS. STRATEGY FOR IMPROVING CARE COORDINATION: TSRHC ENCOURAGES MORE COORDINATION BETWEEN GENERAL PRACTITIONERS AND TSRHC SPECIALISTS EITHER THROUGH THE USE OF AN ELECTRONIC HEALTH RECORD (EHR) OR SIMILAR MECHANISMS. TSRHC IS MAKING A SIGNIFICANT INVESTMENT IN ITS INFORMATION SYSTEMS INFRASTRUCTURE AND HUMAN RESOURCES TO EXPAND AND ENHANCE OUR ABILITY TO COLLABORATE AND COMMUNICATE WITH OTHER HEALTH CARE PROVIDERS WHO ALSO PLAY A ROLE IN THE TOTAL SPECTRUM OF PATIENT CARE FOR THE PATIENTS WE SHARE. EACH MONTH TSRHC RECEIVES REFERRALS FROM 500-600 PHYSICIANS. IT IS VERY IMPORTANT TO US THAT EACH ONE OF THESE PATIENTS IS WELL CARED FOR AND THAT OUR ASSESSMENTS AND TREATMENTS ARE COMMUNICATED BACK TO THESE PHYSICIANS. TSRHC IS ALSO COMMITTED TO HELPING EACH FAMILY FIND THE MEDICAL EXPERTISE AND RESOURCES THAT THEY NEED IF THE SERVICES THAT THEY REQUIRE ARE NOT WITHIN OUR SCOPE OF PRACTICE. OUR CHRISTI CARTER URSCHEL FAMILY RESOURCES CENTER UTILIZES FULL TIME SOCIAL WORKERS TO HELP PARENTS AND SIBLINGS OF CHILDREN WITH PHYSICAL AND DEVELOPMENTAL LIMITATIONS AND SERVED ABOUT 2,000 FAMILIES LAST YEAR WITH RESOURCES TO HELP THEM THROUGH A VARIETY OF NEEDS. WE ALSO HELPED TO COORDINATE MORE THAN 1,800 APPOINTMENTS OUTSIDE THE WALLS OF OUR FACILITY FOR PATIENTS LAST YEAR. THAT PROGRAM CONTINUES TO EVALUATE AND CONSIDER OPPORTUNITIES FOR IMPROVING CARE. CARE OPTIONS CHANGE FOR PATIENTS AFTER AGE 18 OR 21, DEPENDING ON THE TYPE OF SERVICES RECEIVED. SOCIAL WORKERS AND FINANCIAL COUNSELORS HELP FAMILIES UNDERSTAND OPTIONS AND HELP THEM NAVIGATE PROCESSES TO ACQUIRE FUNDING AS ADULTS. TSRHC WILL CONTINUE TO WORK WITH GOVERNMENT-SUPPORTED INCOME (SSI/SSDI) AND/OR MEDICAL COVERAGE (MEDICAID, MEDICARE, ETC.) TO FACILITATE CONTINUING CARE. FOR PATIENTS WHO NEED GUARDIANSHIP AFTER THE AGE OF 18, TSRHC SOCIAL WORKERS WILL HELP CONNECT FAMILIES TO ATTORNEYS THAT HELP WITH THE PROCESS. STRATEGY FOR IMPROVING CHILD HEALTH STATUS TSRHC CONTINUOUSLY ASSESSES THE QUALITY OF CARE PROVIDED NOT ONLY WITH AN ONGOING PATIENT CARE EVALUATION PROCESS, BUT ALSO IN COLLABORATION WITH THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH THAT IS COMPRISED OF SIX CENTERS FOR EXCELLENCE. TSRHC WILL CONTINUE TO BRING CLINICIANS, RESEARCHERS AND OTHER HEALTHCARE PROFESSIONALS AND SUPPORTING STAFF TOGETHER TO PERFORM INNOVATIVE AND CLINICALLY RELEVANT RESEARCH ON CHALLENGING PEDIATRIC DISORDERS. TSRHC CONTINUES TO DEVELOP A BROAD NETWORK INCLUDING PROVIDERS OF GENERAL PEDIATRIC SERVICES. WE WILL CONTINUE TO SUPPORT CONFERENCES, SYMPOSIA AND OTHER LEARNING OPPORTUNITIES DEDICATED TO IMPROVING CHILD HEALTH. TSRHC WILL REMAIN COMMITTED TO A ROBUST RESEARCH PROGRAM THAT WILL HELP US TO INCREASE OUR KNOWLEDGE, TREATMENT OPTIONS, AND OVERALL CARE OF THE PATIENT. WE CURRENTLY HAVE RESEARCH PROGRAMS IN ALL OF OUR CENTERS FOR EXCELLENCE AND THROUGH THESE PROJECTS WE ARE ABLE TO ENHANCE OUR PATIENT CARE. MANY OF OUR PATIENTS HAVE OBESITY ISSUES, AS WELL AS OTHER NUTRITIONAL NEEDS. ALTHOUGH TSRHC DOES NOT HAVE A FORMAL OBESITY CLINIC, WE ARE COMMITTED TO MEETING THE NEEDS OF THE WHOLE CHILD. TSRHC HAS CLINICAL DIETITIANS ON STAFF AVAILABLE TO ALL PATIENTS. TSRHC TAKES AN INTERDISCIPLINARY APPROACH TO WEI PART V, SECTION B, LINE 7 NEEDS NOT ADDRESSED IN CHNA AND REASONS WHEN TSRHC, DUE TO ITS SPECIALTY, IS UNABLE TO PROVIDE SERVICES FOR ALL OF THE NEEDS DESCRIBED IN THE CHNA, TSRHC IDENTIFIES EXTERNAL RESOURCES THAT ARE AVAILABLE TO THE FAMILY BY PROVIDING CONTACTS FOR EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ADDRESS THE IDENTIFIED NEEDS. MANY FAMILIES TRAVEL FROM OUTSIDE THE AREA TO COME TO TSRHC. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE (RMH) WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST. IF RMH DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE WITH THE SERVICES LISTED BELOW AS ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR VENDOR(S) FROM A LIST OF VENDORS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING COURSE: O WEIGHT MANAGEMENT O OUTPATIENT PHYSICAL REHABILITATION O HOME HEALTH SERVICES O DURABLE MEDICAL EQUIPMENT O MEDICAL SUPPLIES O TESTING AND SPECIALISTS O MENTAL HEALTH TSRHC TRANSITIONS PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. A GROUP OF TSRHC SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION TSRHC PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY AGE OUT OF SERVICES RECEIVE THE NECESSARY ASSISTANCE. PART V, SECTION B, LINE 11 ELIGIBILITY FOR DISCOUNTED CARE FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200% OF THE FPG, RECEIVE A 100% DISCOUNT. MEDICALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS GREATER THAN 200% OF THE FPG, WHOSE COSTS FOR CARE EXCEED 3% OF THEIR ANNUAL INCOME AND WHO ARE UNABLE TO PAY ARE PROVIDED A DISCOUNT. PART V, SECTION B, LINE 18E NEITHER THE HOSPITAL NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 17. PART V, SECTION B, LINE 20D FAP-ELIGIBLE INDIVIDUALS PATIENTS TREATED FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE ARE INFORMED OF THE FINANCIAL ASSISTANCE PROGRAM AND THE APPLICATION PROCESS. ALL UNINSURED PATIENTS WILL BE PROVIDED A DISCOUNT AT THE LOWEST CONTRACTED RATE THE HOSPITAL HAS WITH ANY INSURANCE COMPANY FOR THE PARTICULAR SERVICE RECEIVED. 1 TSRHC SPORTS MEDICINE CENTER 7601 PRESTON RD P3600 PLANO TX 75024 MEDICAL PRACTICE Part I, Line 3c ELIGIBILITY FOR FINANCIAL ASSISTANCE Since its founding in 1921 as a charity, Texas Scottish rite Hospital for children ("tsrhc") has provided treatment free of charge. The hospital began accepting reimbursement for patient care in October 2012, implementing charges for different services lines throughout a Transition period, though remaining committed to providing care to all Children who have needs within the scope of services provided by the Hospital regardless of a family's ability to pay. In furtherance of the Hospital's mission and values, the hospital has a financial assistance/Charity care policy, providing care at no charge or at a discounted rate to those who are financially indigent, medically indigent or Uninsured. Tsrhc is still in the transition phase of accepting reimbursement for various patient services. The hospital continues to provide Additional unreimbursed care. The cost of unreimbursed care is included In other community benefits section (schedule h, part i, line 7e). Financially indigent patients, or those whose income is less than or Equal to 200% of the fpg, receive a 100% discount. Medically indigent Patients, or those whose income is greater than 200% whose costs for Care exceed 3% of their annual income and who are unable to pay are Provided a discount. Part I, Line 6a COMMUNITY BENEFIT REPORT Prior to October 1, 2012, TSRHC did not bill patients for services and was not required to file a Community Benefit Report. For fiscal year ending September 30, 2014 a Community Benefit Report has been filed with the State of Texas. 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 cost allocation method. Part II, Line 10 Community Building Activities Therapeutic Recreation provides outreach programs to help connect TSRHC patients to resources in the community. Sports and recreation programs at TSRHC include 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 TSRHC patients to various types of dance, including modern, jazz, salsa and ballet. TSRHC collaborates with American Airlines and outside donors in facilitating an annual ski trip for 14 TSRHC patient amputees. 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. 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 AUDIT BAD DEBT FOOTNOTE (PAGE 26 OF AUDITED FINANCIALS) 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 ACCOUNTS 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 YEAR ENDED SEPTEMBER 30, 2014 WAS $3,538,000. PART III, SECTION B, LINE 8A 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 IN THE MEDICARE COST REPORT. 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 BEFORE INITIATING A STATEMENT MAILING PROCESS, THE HOSPITAL APPLIES ALL THIRD PARTY PAYMENTS AND IF A PATIENT LIABILITY REMAINS, THE PATIENT INFORMATION IS REVIEWED TO ENSURE THAT THE PATIENT HAS BEEN SCREENED FOR FINANCIAL ASSISTANCE ELIGIBILITY TO ENSURE THAT THE APPROPRIATE DISCOUNT HAS BEEN APPLIED BASED ON THE FINANCIAL ASSISTANCE AND CHARITY CARE POLICY. NEEDS ASSESSMENT PART VI, LINE 2 IN ADDITION TO THE CHNA DESCRIBED ABOVE, TSRHC COLLABORATED AND ATTENDED TASK FORCE MEETINGS WITH THE DALLAS-FORT WORTH HOSPITAL COUNCIL (DFWHC) AND AREA HOSPITALS FOR THE DFWHC COMMUNITY NEEDS ASSESSMENT AND THE 1115 WAIVER OF THE SOCIAL SECURITY ACT. 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 HEALTHCARE WITHOUT COMPROMISING QUALITY. THERE WERE TWO COMPONENTS OF THE DFWHC WORK: THE UNCOMPENSATED CARE POOL AND THE DELIVERY SYSTEM REFORM INCENTIVE PAYMENT PROGRAM (DSRIP) FOR HOSPITALS. THE RESULTS OF THE DFWHC COMMUNITY NEEDS ASSESSMENT WERE UTILIZED IN THE DEVELOPMENT AND IMPLEMENTATION OF PROJECTS TO MEET THE NEEDS OF THE COMMUNITY IN RHP 9. TSRHC EMPLOYS A FULL TIME PHYSICIAN RELATIONS STAFF MEMBER 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. OVER THIS PAST YEAR, WE WERE ABLE TO VISIT OVER 1,500 PHYSICIAN OFFICES AND RESPOND IMMEDIATELY TO ANY CHALLENGES OR ISSUES THAT THEY HAD REFERRING PATIENTS TO OUR INSTITUTION. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 FAMILIES ARE CONTACTED BY FAMILY SERVICES COUNSELORS PRIOR TO SURGICAL PROCEDURES 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 AND SCREENING ASSISTANCE. LASTLY, FAMILIES ARE NOTIFIED ON THEIR STATEMENTS FROM THE HOSPITAL TO CONTACT A FAMILY SERVICES COUNSELOR IF THEY HAVE ANY CONCERN ABOUT THEIR ABILITY TO PAY THEIR AMOUNT DUE. THE FACILITY HAS ALSO POSTED SPECIFICS ABOUT AVAILABLE FINANCIAL ASSISTANCE IN MAJOR WAITING AREAS. COMMUNITY INFORMATION PART VI, LINE 4 DESCRIBE THE COMMUNITY THE ORGANIZATION SERVES, TAKING INTO ACCOUNT THE GEOGRAPHIC AREA AND DEMOGRAPHIC CONSTITUENTS IT SERVES. THE COMMUNITY SERVED BY TSRHC CAN BEST BE DEFINED BY UNDERSTANDING ITS PATIENT POPULATION AND CLINICAL FOCUS. TSRHC IS A 501(C)(3) SPECIALTY HOSPITAL LOCATED IN DALLAS, TEXAS, WHICH TREATS PEDIATRIC ORTHOPAEDIC AND RELATED NEUROLOGICAL DISORDERS. TSRHC PROVIDES PREMIER PEDIATRIC ORTHOPAEDIC AND DYSLEXIA SERVICES FOR CHILDREN FROM BIRTH UP TO 18 YEARS OF AGE WHO OFFER HOPE OF IMPROVEMENT THROUGH THE SERVICES PROVIDED BY THE HOSPITAL. ACCESS TO SERVICES IS BY PHYSICIAN REFERRAL. THOUGH TSRHC IS DEDICATED TO PROVIDING CARE FOR CHILDREN FROM ACROSS TEXAS, MORE THAN 80 PERCENT OF ITS PATIENTS LIVE IN A 25-COUNTY GEOGRAPHY LOCATED IN NORTHEAST TEXAS. THIS PRIMARY SERVICE AREA INCLUDES THE COUNTIES OF BOSQUE, COLLIN, COOKE, DALLAS, DENTON, ELLIS, ERATH, FANNIN, GRAYSON, HENDERSON, HOOD, HUNT, JOHNSON, KAUFMAN, LAMAR, MONTAGUE, NAVARRO, PALO PINTO, PARKER, ROCKWALL, SMITH, SOMERVELL, TARRANT, VAN ZANDT, AND WISE. THESE COUNTIES ARE LOCATED IN THE NORTHEAST QUADRANT OF THE STATE OF TEXAS AND WERE USED AS THE BASIS FOR SOCIOECONOMIC PROFILES AND TO FURTHER DEFINE THE TSRHC COMMUNITY. ACCORDING TO THE CENSUS BUREAU, THE ESTIMATED POPULATION FOR THE PRIMARY SERVICE AREA IN CALENDAR YEAR 2013 WAS 7,568,032 PEOPLE. THE MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA IS $52,808. THIS IS SLIGHTLY HIGHER THAN THE MEDIAN HOUSEHOLD INCOME FOR TEXAS, WHICH IS $51,900, AND SLIGHTLY LOWER THAN THE MEDIAN HOUSEHOLD INCOME FOR THE U.S., WHICH IS $53,046. APPROXIMATELY 25% OF THE PRIMARY SERVICE AREA POPULATION IS 18 YEARS OR YOUNGER. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 PROVIDE ANY OTHER INFORMATION IMPORTANT TO DESCRIBING HOW THE ORGANIZATION'S HOSPITAL FACILITIES OR OTHER HEALTH CARE FACILITIES FURTHER ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY. MEDICAL CARE IS PROVIDED TO CHILDREN WITH ORTHOPAEDIC 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 TSRHC IS THE APPROPRIATE FACILITY TO MEET A CHILD'S CLINICAL NEEDS. THE PROCESS BEGINS WITH A TELEPHONE OR OTHER REFERRAL FROM A PHYSICIAN OR AN APPLICATION FOR SERVICES. AN INTERNAL MECHANISM IS UTILIZED TO DETERMINE IF TSRHC CAN APPROPRIATELY MEET THE NEEDS OF THE PATIENT THROUGH ONE OF ITS SERVICE LINES WHEN THE CHILD'S DIAGNOSIS IS NOT A CLEAR-CUT ORTHOPAEDIC CONDITION. WHEN TSRHC IS UNABLE TO PROVIDE SERVICES, TSRHC, AS PART OF ITS CARE COORDINATION SERVICES, IDENTIFIES REFERRAL RESOURCES THAT ARE PROVIDED TO THE FAMILY. IN ADDITION TO GENERAL PEDIATRIC ORTHOPAEDIC SERVICES, THE PEDIATRIC ORTHOPAEDIC SERVICES FOR WHICH PATIENTS ARE PRIMARILY REFERRED TO TSRHC INCLUDE SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND OTHER FOOT DISORDERS, REDUCTION DEFICITS (LIMB LENGTHENING), HAND AND UPPER LIMB DISORDERS, HIP DISORDERS AND NEUROLOGIC, RHEUMATOLOGIC AND OTHER PEDIATRIC DEVELOPMENTAL DISABILITIES TREATED IN ADDITION OR RELATED TO OTHER ORTHOPAEDIC CONDITIONS. RESEARCH: SINCE OPENING ITS DOORS IN 1921, TSRHC HAS STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPAEDIC 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 & SPINE, CLUBFOOT & FOOT DISORDERS, HIP DISORDERS, LIMB LENGTH DISCREPANCIES, HAND DIFFERENCES, AND SPORTS MEDICINE. THROUGH THE YEARS, TSRHC RESEARCHERS AND PHYSICIANS HAVE GENERATED MORE THAN 20 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. MEDICAL EDUCATION: FOR MORE THAN 30 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, TSRHC HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPAEDICS TO PROMISING ORTHOPAEDIC SURGEONS. MORE THAN 175 PHYSICIANS HAVE BENEFITED FROM THE TSRHC FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS 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, ORTHOPAEDICS, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENT DISABILITIES. THE HOSPITAL HAS VARIOUS AFFILIATION PROGRAMS FOR EDUCATION IN NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, PROSTHETICS AND VARIOUS OTHER DISCIPLINES. COMMUNITY HEALTH EDUCATION AND OUTLOOK: FAMILY RESOURCE CENTER: THE CHRISTI CARTER URSCHEL FAMILY RESOURCE CENTER, FOUNDED IN 1988, PROVIDES HEALTH INFORMATION AND SUPPORT SERVICES TO PATIENTS AND FAMILIES IN ORDER TO HELP THEM MAKE INFORMED HEALTH CARE DECISIONS AND IMPROVE THEIR QUALITY OF LIFE. STAFF ALSO PROVIDES REFERRALS TO MEDICAL PROVIDERS FOR CONDITIONS NOT TREATED AT TSRHC. 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 PLAYROOM: THE PLAYROOM FEATURES STAFF SPECIALISTS WHO FOCUS ON EACH PATIENT AND THEIR FAMILY'S SPECIFIC NEEDS BY PROMOTING OPTIMAL PSYCHOSOCIAL DEVELOPMENT. FAMILY SERVICES DEPARTMENT: FAMILY SERVICES SERVES AS A SUPPORT CENTER FOR PATIENTS AND FAMILIES IN FOUR PRIMARY AREAS: DETERMINING HOW TO MEET THEIR FINANCIAL OBLIGATIONS FOR HEALTH CARE SERVICES AT TSRHC, MEDICAL SOCIAL WORK, COORDINATION OF OUT-OF-HOSPITAL MEDICAL EXAMS, TESTS AND EVALUATIONS AND PATIENT INTERPRETATION AND TRANSLATION SERVICES. IN ADDITION, THESE FINANCIAL COUNSELORS ARE AVAILABLE TO ASSIST PATIENT FAMILIES IN NEED OF APPLYING FOR TSRHC'S FINANCIAL ASSISTANCE PROGRAM AND GOVERNMENT ASSISTANCE PROGRAMS. 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 true Pedi-Ortho Health Corporation 2222 Welborn Street Dallas TX 75219 752665759 501(c)(3) 100000 0 FMV Medical care and research 1 0 Schedule I, Part I, Line 1 use of grant funds 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 orthopaedic 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. X X false true X X X X true true false false false false false false false ROBERT WALKER PRESIDENT/CEO 547914 0 0 0 58788 0 0 0 25039 0 631741 0 16176 0 JC MONTGOMERY JR PRESIDENT, EMERITUS 409684 0 0 0 79240 0 0 0 24686 0 513610 0 19057 0 LORI DALTON SR. VP & GENERAL COUNSEL 317451 0 0 0 28501 0 15300 0 32911 0 394163 0 0 0 SHARON ELLIS FORMER SR. VP & CFO 183194 0 0 0 193616 0 11093 0 4087 0 391990 0 0 0 M SCOTT PERRYMAN SENIOR VICE PRESIDENT 264322 0 0 0 20176 0 15300 0 34185 0 333983 0 0 0 MARK BATEMAN SENIOR VICE PRESIDENT 308184 0 0 0 28431 0 15300 0 32041 0 383956 0 0 0 STEPHANIE BRIGGER VICE PRESIDENT 156969 0 0 0 15799 0 30487 0 18894 0 222149 0 0 0 JEREMY HOWELL VICE PRESIDENT 159884 0 0 0 7718 0 9930 0 40949 0 218481 0 0 0 JEAN ALLEN CONTROLLER 151958 0 0 0 9051 0 9333 0 12202 0 182544 0 0 0 FREDRIC RICHMOND VICE PRESIDENT 229760 0 0 0 21671 0 0 0 9937 0 261368 0 0 0 DEBRA SAYLES VICE PRESIDENT 236034 0 0 0 13692 0 121782 0 10651 0 382159 0 0 0 DON KATZ VICE PRESIDENT 200199 0 0 0 10187 0 2051 0 31413 0 243850 0 0 0 B STEPHENS RICHARDS SCH J CHIEF MEDICAL OFFICER 544134 32500 0 0 172289 0 63896 0 23957 0 804276 32500 0 0 CHARLES JOHNSTON SEE SCH J ASSIST. CHIEF OF STAFF 511522 0 0 0 211942 0 65985 0 21957 0 811406 0 0 0 JOHN BIRCH SEE SCH J ASSIST. CHIEF OF STAFF 508796 0 0 0 314954 0 65883 0 25635 0 915268 0 0 0 DANIEL SUCATO CHIEF OF STAFF 594834 107550 0 0 37298 0 122593 0 32576 0 787301 107550 0 0 J ANTHONY HERRING CHIEF OF STAFF EMERITUS 521184 0 0 0 89853 0 0 0 22172 0 633209 0 22040 0 JAMES STURGIS ADMINISTRATOR 171237 0 0 0 10420 0 56007 0 24237 0 261901 0 0 0 KRISTINA KEEVER-SMITH INVESTMENT OFFICER 209688 0 0 0 10314 0 28887 0 771 0 249660 0 0 0 MOLLY DEMPSEY RADIOLOGIST 492306 0 0 0 23556 0 80394 0 19204 0 615460 0 0 0 MARYBETH EZAKI SEE SCH J ORTHOPAEDIC SURGEON 503116 0 0 0 1223972 0 68118 0 4427 0 1799633 0 0 0 FARZANEH SAFAVI SEE SCH J ANESTHESIOLOGIST 474521 0 0 0 124625 0 70404 0 8917 0 678467 0 0 0 LORI KAROL ORTHOPAEDIC SURGEON 486893 29500 0 0 34074 0 88251 0 33879 0 643097 29500 0 0 KARL RATHJEN ORTHOPAEDIC SURGEON 521704 67400 0 0 33295 0 89707 0 10262 0 654968 67400 0 0 FORM 990, PART VII & SCHEDULE J FOOTNOTE *PREVIOUSLY VESTED IN NON-QUALIFIED PENSION PLAN AND ACCRUED ADDITIONAL TAXABLE BENEFITS IN CALENDAR 2013. **VESTED IN NON-QUALIFIED PENSION PLAN IN CALENDAR 2013. Schedule J, Part I, Line 1a TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B (III) & W-2 BOX 5) JOHN BIRCH $800 J. ANTHONY HERRING $800 CHARLES JOHNSTON $800 LORI KAROL $800 B. STEPHENS RICHARDS $800 DANIEL SUCATO $800 SOCIAL CLUB DUES (INCLUDED ON SCH J, PART II, COL B(III) & W-2, BOX 5) J.C. MONTGOMERY, JR. $2,640 Schedule J, Part I, Line 1b THE CORPORATION DOES NOT HAVE A WRITTEN POLICY REGARDING REIMBURSEMENT FOR TRAVEL FOR COMPANIONS. CERTAIN EMPLOYEES ARE ALLOWED $800 ANNUALLY FOR TRAVEL FOR COMPANIONS. THE ORGANIZATION PAID A PORTION OF THE SOCIAL CLUB DUES FOR AN EMPLOYEE. SUBSTANTITION OF EXPENSES WERE REQUIRED PRIOR TO REIMBURSEMENT AND THESE ITEMS WERE INCLUDED AS TAXABLE INCOME ON SCHEDULE J. Schedule J, Part I, Line 4a SHARON ELLIS RESIGNED FROM TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND HER ROLE AS CHIEF FINANCIAL OFFICER IN MAY 2013, AND RECEIVED A SEVERANCE PAYMENT OF $173,775. THIS AMOUNT IS INCLUDED IN PART II, COLUMN B(III). Schedule J, Part I, Line 4b 1) THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES 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 2013. (INCLUDED ON SCH J, PART II, COL C) DANIEL SUCATO $90,955 KARL RATHJEN $55,437 LORI KAROL $43,563 MOLLY DEMPSEY $47,890 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE VESTED IN THIS PLAN IN CALENDAR YEAR 2013 AND HER CUMULATIVE ACCRUED BENEFITS SINCE INCEPTION, AS REFERENCED BELOW, ARE SUBJECT TO TAXATION. (INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 5) MARYBETH EZAKI $1,218,293 UNDER THE TERMS OF THE RRIP THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2013, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B(III) AND W-2, BOX 5) B. STEPHENS RICHARDS $134,751 JOHN BIRCH $150,892 CHARLES JOHNSTON $150,040 FARZANEH SAFAVI $97,872 2) THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIGIBLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY), AND ARE TAXABLE TO PARTICIPANT WHEN AND AS PAID. UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES ACCRUED A BENEFIT IN 2013. (INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 5) JOHN BIRCH $19,607 CHARLES JOHNSTON $24,083 UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2013. (AMOUNTS BELOW ARE INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 1 AND 5) J.C. MONTGOMERY, JR. $39,702 J. ANTHONY HERRING $45,917 ROBERT WALKER $32,352 3) 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 AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTIONS 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 AVAILALBE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFITS PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2013 (INCLUDED IN SCH J, PART II, COL B(III) AND W-2, BOX 5. J.C. MONTGOMERY, JR. $18,720 ROBERT WALKER $24,750 M. SCOTT PERRYMAN $11,700 SHARON ELLIS $15,640 LORI DALTON $14,461 KRISTINA KEEVER-SMITH $9,549 MARK BATEMAN $14,040 STEPHANIE BRIGGER $7,191 JEAN ALLEN $6,960 JAMES STURGIS $7,944 DEBBIE SAYLES $10,632 J. ANTHONY HERRING $23,625 B. STEPHENS RICHARDS $24,570 JOHN BIRCH $23,057 CHARLES JOHNSTON $23,057 KARL RATHJEN $23,400 DANIEL SUCATO $26,910 LORI KAROL $22,148 FARZANEH SAFAVI $21,449 MOLLIE DEMPSEY $22,230 A CITY OF PARKER TX CULTURAL EDUCATION FACILITIES 270365113 2010-12-30 23000000 CONSTRUCT & EQUIP POWER PLANT false false false A 0 0 23000000 0 624107 0 111125 790658 0 22735606 0 0 2012 false false true true A false false false false 0.00000 0.00000 0.00000 false false false false 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. X 4 23805 Market value X 11 2391780 Market value X 2 1460019 Market value X Mineral interests 3 12 Market value X Trust interest 1 1 Market value X Horse 1 150 Market value false false false PROGRAM SERVICES - PATIENT CARE (CONT.) FORM 990, PART III, LINE 4A THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPAEDIC 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. CHILDREN WITH DEVELOPMENTAL DISABILITIES OFTEN HAVE PHYSICAL, SOCIAL, LEARNING OR BEHAVIOR CHALLENGES. THE PROGRAM TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY-CENTERED CARE. PROGRAM SERVICES - EDUCATION (CONT.) FORM 990, PART III, LINE 4B FOR MORE THAN 30 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPAEDICS TO PROMISING ORTHOPAEDIC SURGEONS. MORE THAN 160 PHYSICIANS HAVE BENEFITED FROM THE HOSPITAL'S FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS AND SCOLIOSIS, WITH MANY GOING ON TO HOLD PRESTIGIOUS MEDICAL POSITIONS ACROSS THE COUNTRY AND AROUND THE WORLD. IN ADDITION, FELLOWS FROM SOME OF THE MAJOR HAND CENTERS IN NORTH AMERICA AND THE WORLD HAVE TRAINED AT THE HOSPITAL IN THE SUB-SPECIALTY OF PEDIATRIC HAND SURGERY. THE HOSPITAL ALSO PARTICIPATES IN RESIDENCY TRAINING PROGRAMS IN NEUROLOGY, RHEUMATOLOGY, ORTHOPAEDICS, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES AND HAS AFFILIATION PROGRAMS IN NURSING, PHYSICAL THERAPY, PROSTHETICS AND OTHER DISCIPLINES. PROGRAM SERVICES - RESEARCH (CONT.) FORM 990, PART III, LINE 4C HOSPITAL RESEARCHERS HAVE GENERATED MORE THAN 20 PATENTS AND 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. HOSPITAL RESEARCH ALSO HAS LED TO THE CREATION OF NEW DEVICES AND TREATMENT SYSTEMS, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: LYNDON OLSON AND PAT BEARD HAD A BUSINESS RELATIONSHIP. LYNDON OLSON AND RON CARTER HAVE A BUSINESS RELATIONSHIP. J. ANTHONY HERRING, MD, JOHN BIRCH, MD, CHARLES JOHNSTON, MD, LORI KAROL, MC, B. STEPHENS RICHARDS, MD, KARL RATHJEN, MD, AND DANIEL 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 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 SALARY AND BENEFITS FOR EXECUTIVE STAFF, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS. PERIODICALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARY AND BENEFITS OF EXECUTIVES, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2014 FOR MEDICAL STAFF AND EXECUTIVES. ADDITIONALLY, THE HOSPITAL GATHERS PHYSICIAN COMPENSATION DATA FROM LOCAL AND PRIVATE PRACTICE SETTINGS. THIS INFORMATION IS COLLECTIVELY TAKEN INTO CONSIDERATION AND PRESENTED TO THE COMMITTEE WHEN DETERMINING COMPENSATION. 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. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT $(17,520,316) CHANGE IN BENEFICIAL INTEREST IN TRUSTS $(16,747,362) ROUNDING $ 1 -------------- TOTAL $(34,267,677) Pedi-Ortho Health Corp 2222 Welborn St Dallas TX 75219 752665759 Physicians TX 501(c)(3) 9 TSRH true Legacy Scholarship Program 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) 11d-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 false true true true Pedi-Ortho Health Corp b 100000 Market Pedi-Ortho Health Corp r 550000 Market Pedi-Ortho Health Corp l 71243 Market Pedi-Ortho Health Corp m 58966 Market Pedi-Ortho Health Corp q 784646 Market