TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (EIN 75-0818178)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-15
- IRS object ID
- 201412279349303921
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-15T14:34:30-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET SUITE 2350 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750818178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS SCOTTISH RITE HOSPITAL | BusinessNameLine1 |
| Business Name Line2 | for Crippled Children | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JEAN ALLEN CONTROLLER | InCareOfName |
| Name Control | TEXA | NameControl |
| Phone | 2145595000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 Welborn Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752193924 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM R HUSTON | Name |
| Title | SR. VP & CFO | Title |
| Phone | 2145597628 | Phone |
| Date Signed | 2014-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J Scott Moore | Name |
| Phone | 8178109998 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT L WALKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 Welborn street | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 752193924 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 954203611 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.tsrhc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1921 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1046 | TotalNbrEmployees |
| Total Nbr Volunteers | 739 | TotalNbrVolunteers |
| Total Gross UBI | 748628 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1947484 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19506054 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21958386 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 532099 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 40551994 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 52091664 | InvestmentIncomePriorYear |
| Investment Income Current Year | 107397612 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 134786159 | OtherRevenuePriorYear |
| Other Revenue Current Year | 127576361 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 206915976 | TotalRevenuePriorYear |
| Total Revenue Current Year | 297484353 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 200000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 200000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 75849350 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 87316292 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5939157 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 45068786 | OtherExpensePriorYear |
| Other Expenses Current Year | 45965525 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 121118136 | TotalExpensesPriorYear |
| Total Expenses Current Year | 133481817 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 85797840 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 164002536 | RevenuesLessExpensesCY |
| Total Assets BOY | 1568727340 | TotalAssetsBOY |
| Total Assets EOY | 1820397325 | TotalAssetsEOY |
| Total Liabilities BOY | 114619170 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 97636484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1454108170 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1722760841 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 77538594 | Expense |
| Grants | 200000 | Grants |
| Revenue | 40153042 | Revenue |
| Description | Orthopaedics program includes outpatient clinic visits and inpatient stays for diagnosis and treatment. The Hospital's commitment to research, treatment and therapy for conditions including scoliosis, clubfoot, dislocated hip, Legg-Perthes, limb-length and limb deficiencies has provided medical breakthrough and technologies such as the TSRHC SILO 5.5 spinal system, True/lok external fixation system and the discovery of the first gene associated with idiopathic scoliosis. These advancements have impacted the lives of children throughout the world. To date, 20 of our researcher's discoveries have been patented. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10195768 | Expense |
| Description | THE NEUROLOGY PROGRAM PROVIDES CARE FOR ORTHOPAEDIC PATIENTS WHO ALSO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES, SUCH AS CHARCOT-MARIE-TOOTH AND TUBEROUS SCLEROSIS. SPECIALIZED CLINICS HAVE BEEN DEVELOPED TO PROVIDE PROACTIVE PATIENT CARE INVOLVING THE CHILD'S FAMILY AND THE MEDICAL TEAM. IN COLLABORATION WITH MAJOR UNIVERSITIES AROUND THE COUNTRY, TSRHC HAS CREATED A CONSORTIUM FOCUSED ON CHILDHOOD MOTOR DISORDERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8606817 | Expense |
| Description | Pediatric developmental disabilities program includes outpatient clinic visits for 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 14002629 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 398952 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 110343808 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 325 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1046 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEAN ALLEN CONTROLLER | NamePerson |
| Telephone Number | 2145597507 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WELBORN STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752193924 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (63 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| M Douglas Adkins | |||||||||
| VICE CHAIRMAN | 4.0 | 1.0 | X | ||||||
| FRED E ALLEN | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| PAT BEARD DECEASED | |||||||||
| TRUSTEE | 1.0 | 0.0 | X | ||||||
| W EUGENE BROOKSHIRE | |||||||||
| TRUSTEE | 3.0 | 1.0 | X | ||||||
| RUSSELL C BROWN | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| W VERNON BURKE JR | |||||||||
| TRUSTEE | 3.0 | 1.0 | X | ||||||
| CLIFFORD E BUTLER | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| HAROLD D CARTER | |||||||||
| VICE CHAIRMAN | 4.0 | 1.0 | X | ||||||
| RONALD L CARTER | |||||||||
| TRUSTEE | 3.0 | 1.0 | X | ||||||
| DANIEL H CHAPMAN | |||||||||
| TRUSTEE | 4.0 | 1.0 | X | ||||||
| GRAHAM H CHILDRESS | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| DAVID COUNTS JR | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| STEPHEN F CROSS | |||||||||
| TRUSTEE | 3.0 | 1.0 | X | ||||||
| KENNETH C CURRY | |||||||||
| TRUSTEE | 2.0 | 0.0 | X | ||||||
| DAN F DAVIDSON | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| JOSEPH M DEALEY JR | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| LEE DRAIN | |||||||||
| VICE CHAIRMAN | 4.0 | 1.0 | X | ||||||
| CLAUDE O ERVIN | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| JERRY C GILMORE | |||||||||
| TRUSTEE | 4.0 | 1.0 | X | ||||||
| ROBERT JGLASGOW | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| W M GOWER | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| THOMAS F GRIFFIN | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| REESE L HARRISON JR | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| TOM L HIGGINS | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| LEONARD P HARVEY | |||||||||
| TRUSTEE | 3.0 | 1.0 | X | ||||||
| VESTER T HUGHES JR | |||||||||
| TRUSTEE | 4.0 | 1.0 | X | ||||||
| BRACK JONES JR | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| JAMES E LANEY | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| LEO G MARTIN JR | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| DOUGLAS S MAXEY | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| JOHN C NOBLES | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| ROBERT A NORTHCUTT PHD | |||||||||
| TRUSTEE | 4.0 | 1.0 | X | ||||||
| LYNDON L OLSON JR | |||||||||
| CHAIRMAN OF BOARD | 6.0 | 1.0 | X | ||||||
| C CLIFTON ROBINSON | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| FRANK C ROCKABRAND | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| RONALD L SKAGGS | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| GUY F STOVALL JR | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| RALPH E WAYNE | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| JERRY D WEBBER | |||||||||
| TRUSTEE | 3.0 | 0.0 | X | ||||||
| J M WILLSON JR | |||||||||
| TRUSTEE | 4.0 | 0.0 | X | ||||||
| ROBERT WALKER | |||||||||
| PRESIDENT & CEO | 40.0 | 1.0 | X | 1014645 | 0 | 21410 | |||
| J C MONTGOMERY JR | |||||||||
| PRESIDENT EMERITUS | 10.0 | 30.0 | X | 533843 | 0 | 20410 | |||
| SHARON ELLIS | |||||||||
| SENIOR VICE PRESIDENT & CFO | 40.0 | 2.0 | X | 361031 | 0 | 32125 | |||
| LORI DALTON | |||||||||
| SR. VP & GENERAL COUNSEL | 40.0 | 2.0 | X | 330879 | 0 | 40197 | |||
| MARK BATEMAN | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 5.0 | X | 301733 | 0 | 36971 | |||
| M SCOTT PERRYMAN | |||||||||
| SENIOR VICE PRESIDENT | 40.0 | 1.0 | X | 263698 | 0 | 23790 | |||
| DEBRA SAYLES | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | X | 233010 | 0 | 127990 | |||
| KRISTINA KEEVER-SMITH | |||||||||
| INVESTMENT OFFICER | 40.0 | 2.0 | X | 217502 | 0 | 39546 | |||
| DON KATZ | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | X | 187954 | 0 | 59575 | |||
| STEPHANIE BRIGGER | |||||||||
| VICE PRESIDENT | 40.0 | 5.0 | X | 168015 | 0 | 41654 | |||
| JEAN ALLEN | |||||||||
| CONTROLLER | 40.0 | 3.0 | X | 151576 | 0 | 28059 | |||
| JEREMY HOWELL | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | X | 147368 | 0 | 30868 | |||
| FREDERICK RICHMOND | |||||||||
| VICE PRESIDENT | 40.0 | 0.0 | X | ||||||
| J ANTHONY HERRING | |||||||||
| CHIEF OF STAFF EMERITUS | 40.0 | 1.0 | 644298 | 0 | 18043 | X | |||
| DANIEL SUCATO | |||||||||
| CHIEF OF STAFF | 40.0 | 1.0 | 600239 | 91800 | 112022 | X | |||
| JOHN BIRCH | |||||||||
| ASST. CHIEF OF STAFF | 40.0 | 1.0 | 806784 | 0 | 107903 | X | |||
| B STEPHENS RICHARDS | |||||||||
| ASST. CHIEF OF STAFF | 40.0 | 1.0 | 615002 | 47800 | 83968 | X | |||
| JAMES STURGIS | |||||||||
| ADMINISTRATOR | 40.0 | 0.0 | 175263 | 0 | 52971 | X | |||
| CHARLES JOHNSTON | |||||||||
| ORTHOPAEDIC SURGEON | 40.0 | 1.0 | 670948 | 0 | 99724 | X | |||
| KARL RATHJEN | |||||||||
| ORTHOPAEDIC SURGEON | 40.0 | 10.0 | 534053 | 76200 | 79636 | X | |||
| LORI KAROL | |||||||||
| ORTHOPAEDIC SURGEON | 40.0 | 1.0 | 502741 | 31950 | 99110 | X | |||
| FARZANEH SAFAVI | |||||||||
| ANESTHESIOLOGIST | 40.0 | 0.0 | 596011 | 0 | 96854 | X | |||
| GAIL HACKNEY | |||||||||
| ANESTHESIOLOGIST | 40.0 | 0.0 | 660304 | 0 | 80474 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 9716897 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 247750 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1333300 | TotalOtherCompensation |
| Number Individuals GT100 K | 73 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HCBECK LTD | |||||
| 1807 ROSS AVE STE 500 | DALLAS | TX | 75201 | CONSTRUCTION | 12052794 |
| UTSW MEDICAL CENTER | |||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | PROFESSIONAL FEES | 1070724 |
| TWEEDY BROWNE CO LLC | |||||
| ONE STATION PLACE | STAMFORD | CT | 06902 | INVESTMENT MGMT | 1039024 |
| NORTHERN TRUST CO | |||||
| 50 SOUTH LASALLE | CHICAGO | IL | 60603 | INVESTMENT MGMT | 995111 |
| HKS INC | |||||
| POB 731121 | DALLAS | TX | 75373 | ARCHITECTURAL | 560527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 29 | NumberOfContractorsGT100K |
| Info In Schedule O Part VIII | X | InfoInScheduleOPartVIII |
| Fundraising Events | 3366396 | FundraisingEvents |
| All Other Contributions | 18591990 | AllOtherContributions |
| Noncash Contributions | 1183994 | NoncashContributions |
| Total Contributions | 21958386 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DYSLEXIA PROGRAM | 900099 | 398952 | 398952 |
| OUTPATIENT REVENUE | 621498 | 3218860 | 3218860 |
| INPATIENT REVENUE | 622310 | 36905601 | 36905601 |
| ALL OTHER PROGRAM SERVICES | 28581 | 28581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 40551994 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35968015 | TotalRevenueColumn |
| Exclusion | $35,968,015 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63430 | TotalRevenueColumn |
| Exclusion | $63,430 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119872900 | TotalRevenueColumn |
| Exclusion | $119,872,900 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 337922 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64030 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 273892 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 273892 | TotalRevenueColumn |
| Exclusion | $273,892 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 725374740 | Securities |
| Other | 300059 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 654042133 | Securities |
| Other | 266499 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 71332607 | Securities |
| Other | 33560 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71366167 | TotalRevenueColumn |
| Unrelated Business Revenue | 14750 | UnrelatedBusinessRevenue |
| Exclusion | $71,351,417 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 579222 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 3366396 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1171879 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -592657 | TotalRevenueColumn |
| Exclusion | -$592,657 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 33680 | GrossIncomeGaming |
| Gaming Direct Expenses | 8400 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25280 | TotalRevenueColumn |
| Exclusion | $25,280 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2294063 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1166317 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1127746 | TotalRevenueColumn |
| Unrelated Business Revenue | 586187 | UnrelatedBusinessRevenue |
| Exclusion | $541,559 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SURFACE DAMAGE INCOME | 110000 | 6721509 | $6,721,509 | |
| HUNTING PERMITS | 110000 | 11475 | 11475 | |
| ALL OTHER REVENUE | 136216 | 136216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6869200 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 297484353 | TotalRevenueColumn |
| Related Or Exempt Function Income | 40551994 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 748628 | UnrelatedBusinessRevenue |
| Exclusion | $234,225,345 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200000 | Total |
| Program Services | 200000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8033999 | Total |
| Program Services | 3770199 | ProgramServices |
| Management And General | 3112007 | ManagementAndGeneral |
| Fundraising | 1151793 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55243869 | Total |
| Program Services | 48964389 | ProgramServices |
| Management And General | 4124311 | ManagementAndGeneral |
| Fundraising | 2155169 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12639817 | Total |
| Program Services | 11420281 | ProgramServices |
| Management And General | 919997 | ManagementAndGeneral |
| Fundraising | 299539 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7782398 | Total |
| Program Services | 6978148 | ProgramServices |
| Management And General | 484808 | ManagementAndGeneral |
| Fundraising | 319442 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3616209 | Total |
| Program Services | 3198426 | ProgramServices |
| Management And General | 263370 | ManagementAndGeneral |
| Fundraising | 154413 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287222 | Total |
| Management And General | 287222 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184320 | Total |
| Management And General | 184320 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5204 | Total |
| Management And General | 5204 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4507493 | Total |
| Management And General | 4507493 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4488321 | Total |
| Program Services | 3331885 | ProgramServices |
| Management And General | 1081691 | ManagementAndGeneral |
| Fundraising | 74745 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13464 | Total |
| Program Services | 12084 | ProgramServices |
| Management And General | 973 | ManagementAndGeneral |
| Fundraising | 407 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7655200 | Total |
| Program Services | 6056087 | ProgramServices |
| Management And General | 583701 | ManagementAndGeneral |
| Fundraising | 1015412 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2892585 | Total |
| Program Services | 2405850 | ProgramServices |
| Management And General | 343187 | ManagementAndGeneral |
| Fundraising | 143548 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2343200 | Total |
| Program Services | 2074936 | ProgramServices |
| Management And General | 218248 | ManagementAndGeneral |
| Fundraising | 50016 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467165 | Total |
| Program Services | 323500 | ProgramServices |
| Management And General | 132394 | ManagementAndGeneral |
| Fundraising | 11271 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248357 | Total |
| Program Services | 216880 | ProgramServices |
| Management And General | 29837 | ManagementAndGeneral |
| Fundraising | 1640 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -426594 | Total |
| Program Services | -376256 | ProgramServices |
| Management And General | -40953 | ManagementAndGeneral |
| Fundraising | -9385 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9235616 | Total |
| Program Services | 8211213 | ProgramServices |
| Management And General | 833413 | ManagementAndGeneral |
| Fundraising | 190990 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 953971 | Total |
| Program Services | 660587 | ProgramServices |
| Management And General | 282752 | ManagementAndGeneral |
| Fundraising | 10632 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 10139224 | 10137570 | 775 | 879 |
| MGMT & GENERAL EXPENSE ALLOCAT | 2758029 | -3126675 | 368646 | |
| RANCH OPERATIONS | 2621452 | 2621452 | ||
| GIFT ANNUITY EXPENSE | 346991 | 346991 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2334 | Total |
| Management And General | 2334 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133481817 | Total |
| Program Services | 110343808 | ProgramServices |
| Management And General | 17198852 | ManagementAndGeneral |
| Fundraising | 5939157 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76765 | BOY |
| EOY | 509611 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12771493 | BOY |
| EOY | 37393448 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138808 | BOY |
| EOY | 117698 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2270568 | BOY |
| EOY | 2331274 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5038579 | BOY |
| EOY | 4990447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 228470796 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 133263495 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93000822 | BOY |
| EOY | 95207301 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1365298832 | BOY |
| EOY | 1578926878 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167223 | BOY |
| EOY | 167175 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89964250 | BOY |
| EOY | 100753493 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1568727340 | BOY |
| EOY | 1820397325 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14578176 | BOY |
| EOY | 12367759 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23000000 | BOY |
| EOY | 23000000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77040994 | BOY |
| EOY | 62268725 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114619170 | BOY |
| EOY | 97636484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1331880413 | BOY |
| EOY | 1592649607 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61649157 | BOY |
| EOY | 65100527 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60578600 | BOY |
| EOY | 65010707 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1454108170 | BOY |
| EOY | 1722760841 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1568727340 | BOY |
| EOY | 1820397325 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 164002536 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 61962617 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 42687518 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $5,704 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 5704 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE C | Identifier |
| Return Reference | PART II-B, LINE 1I | ReturnReference |
| Explanation | PER NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS AND TEXAS HOSPITAL ASSOCIATION, $5,204 OF THE HOSPITAL'S ANNUAL DUES WERE ALLOCATED TO LOBBYING. The Hospital retained the services of Greenberg Traurig LLP to meet with various state legislators or staff and incurred related expenses in the amount of $500. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 124107569 | BeginningOfYearBalance |
| Contributions | 4082409 | Contributions |
| Investment Earnings Or Losses | 9512276 | InvestmentEarningsOrLosses |
| Other Expenditures | 3804624 | OtherExpenditures |
| End Of Year Balance | 133897630 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115329338 | BeginningOfYearBalance |
| Contributions | 4378890 | Contributions |
| Investment Earnings Or Losses | 7772123 | InvestmentEarningsOrLosses |
| Other Expenditures | 3372782 | OtherExpenditures |
| End Of Year Balance | 124107569 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115713126 | BeginningOfYearBalance |
| Contributions | 2591978 | Contributions |
| Investment Earnings Or Losses | -303985 | InvestmentEarningsOrLosses |
| Other Expenditures | 2671781 | OtherExpenditures |
| End Of Year Balance | 115329338 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 109297675 | BeginningOfYearBalance |
| Contributions | 7717507 | Contributions |
| Investment Earnings Or Losses | 2211598 | InvestmentEarningsOrLosses |
| Other Expenditures | 3513654 | OtherExpenditures |
| End Of Year Balance | 115713126 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 117418863 | BeginningOfYearBalance |
| Contributions | 4633892 | Contributions |
| Investment Earnings Or Losses | -5781788 | InvestmentEarningsOrLosses |
| Other Expenditures | 6974517 | OtherExpenditures |
| End Of Year Balance | 109296450 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.48000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23825023 | OtherCostOrOtherBasis |
| Book Value | 23825023 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 129059056 | OtherCostOrOtherBasis |
| Depreciation | 72410853 | Depreciation |
| Book Value | 56648203 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 75297051 | OtherCostOrOtherBasis |
| Depreciation | 60852642 | Depreciation |
| Book Value | 14444409 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 289666 | OtherCostOrOtherBasis |
| Book Value | 289666 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95207301 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INVESTMENT REAL ESTATE | 12192085 |
| BENEFICIAL INTEREST IN TRUSTS | 88559148 |
| MINERAL INTEREST | 2260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 100753493 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION COSTS | $19,622,656 |
| MANAGEMENT BENEFIT PLAN | $2,483,484 |
| HEALTH INSURANCE PAYABLE | $1,277,044 |
| RESERVE FOR MALPRACTICE INS CLAIMS | $590,703 |
| CHARITABLE GIFT ANNUITIES | $5,147,308 |
| TRUST OBLIGATIONS | $5,956,665 |
| RESERVE FOR RESTORATION PLAN | $22,889,476 |
| DEFERRED INCOME | $568,360 |
| RESERVE FOR 3RD PARTY PAYOR SETTLEMENT | $3,733,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 62268725 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE D | PART V, LINE 4: | THE INCOME FROM THE ORGANIZATIONS'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. |
| SCHEDULE D | PART X, LINE 2: | AUDIT FOOTNOTE 11 - INCOME TAXES 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, 2013, 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. 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 2010. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (15 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|
| East Asia and the Pacific | Investments | 67536205 | |
| Europe (Including Iceland and Greenland) | Investments | 119971704 | |
| Middle East and North Africa | Investments | 322117 | |
| North America | Investments | 12838656 | |
| South America | Investments | 8873911 | |
| Sub-Saharan Africa | Investments | 4610988 | |
| East Asia and the Pacific | Investments | 643616 | Investment mgmt fees |
| Europe (Including Iceland and Greenland) | Investments | 1143323 | Investment mgmt fees |
| Middle East and North Africa | Investments | 3070 | Investment mgmt fees |
| North America | Investments | 125324 | Investment mgmt fees |
| South America | Investments | 84568 | Investment mgmt fees |
| Sub-Saharan Africa | Investments | 43942 | Investment mgmt fees |
| Europe (Including Iceland and Greenland) | Program Services | 50522 | CONFERENCES, TRAINING |
| North America | Program Services | 28903 | CONFERENCES, TRAINING |
| South Asia | Program Services | 5563 | CONFERENCES, TRAINING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 216282412 | SubtotalAmountSpent |
| Total Amount Spent | 216282412 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 800358 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 702442 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 97916 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 10800 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 59105 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 13343 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 162515 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MARATHON | NameOfEvent2 |
| Gross Receipts Event2 | 444610 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 444610 | CharitableContributionsEvent2 |
| Non Cash Prizes Event2 | 2450 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 1130 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 12618 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 55 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 2631205 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 2154269 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 476936 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 89914 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 129622 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 120617 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 14900 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 554865 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3876173 | GrossReceiptsTotal |
| Charitable Contributions Total | 3301321 | CharitableContributionsTotal |
| Gross Revenue Total Events | 574852 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 92364 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 140422 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 180852 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 28243 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 729998 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1171879 | DirectExpenseSummaryEvents |
| Net Income Summary | -597027 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 33680 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 8400 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | false | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 33680 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 8400 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 8400 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 25280 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConducted |
| Licensed | false | Licensed |
| Explanation If No | IN THE STATE OF TEXAS OCCASIONAL GAMING ACTIVITIES (UP TO TWO PER YEAR) DO NOT REQUIRE SUCH A LICENSE. | ExplanationIfNo |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 0.53000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.47000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | JEAN ALLEN CONTROLLER TEXAS SCOTT | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WELBORN STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | NA | GamingManagerNamePerson |
| Gaming Manager Services Provided | N/A | GamingManagerServicesProvided |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 200. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | false | AmountsBudgetedForCharityCare |
| Annual Community Benefit Report | false | AnnualCommunityBenefitReport |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10230267 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 10230267 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07700 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 27896752 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10419813 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 17476939 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13100 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 38127019 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10419813 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 27707206 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.20800 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 22877743 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 22877743 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.17100 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1270449 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1270449 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11863368 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 539000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 11324368 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08500 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 36011560 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 539000 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 35472560 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.26600 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 74138579 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10958813 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 63179766 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.47400 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1326509 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1326509 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.01000 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 1326509 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 1326509 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.01000 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $3,792,000 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 16154 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 23584 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -7430 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS SCOTTISH RITE HOSPITAL | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 WELBORN STREET | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.tsrhc.org | WebsiteAddress |
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Childrens Hospital | X | ChildrensHospital |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Other | ORTHOPAEDIC, neurodevelopment & musculoskeletal | Other |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TX SCOT RITE HOSPITAL FOR CHILDREN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
| CHNA Conducted | true | CHNAConducted |
| Community Definition | X | CommunityDefinition |
| Community Demographics | X | CommunityDemographics |
| Existing Resources | X | ExistingResources |
| How Data Obtained | X | HowDataObtained |
| Community Health Needs | X | CommunityHealthNeeds |
| Other Health Issues | X | OtherHealthIssues |
| Identifying Process | X | IdentifyingProcess |
| Consulting Process | X | ConsultingProcess |
| Information Gaps | X | InformationGaps |
| Needs Assessment Conducted | 13 | NeedsAssessmentConducted |
| Take Into Account | true | TakeIntoAccount |
| Other Facilities | false | OtherFacilities |
| CHNA Widely Available | true | CHNAWidelyAvailable |
| Own Website | X | OwnWebsite |
| On Request | X | OnRequest |
| Adopt Implement Strategy | X | AdoptImplementStrategy |
| Execute Implement Strategy | X | ExecuteImplementStrategy |
| Develop Community Plan | X | DevelopCommunityPlan |
| Include Operational Plans | X | IncludeOperationalPlans |
| Adopt Budget | X | AdoptBudget |
| Prioritize Health Needs | X | PrioritizeHealthNeeds |
| Prioritize Services | X | PrioritizeServices |
| Other Needs Addressed | X | OtherNeedsAddressed |
| All Needs Addressed | false | AllNeedsAddressed |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTax |
| Eligibility Criteria Explained | true | EligibilityCriteriaExplained |
| Uses FPG Free | true | UsesFPGFree |
| FPG Free Percent | 200. | FPGFreePercent |
| Uses FPG Discounted | false | UsesFPGDiscounted |
| Explains Basis | true | ExplainsBasis |
| Income Level | X | IncomeLevel |
| Medical Indigency | X | MedicalIndigency |
| Insurance Status | X | InsuranceStatus |
| Uninsured Discount | X | UninsuredDiscount |
| Medicaid Medicare | X | MedicaidMedicare |
| State Regulation | X | StateRegulation |
| Explains Application Method | true | ExplainsApplicationMethod |
| Includes Publicity Measures | true | IncludesPublicityMeasures |
| Posted On Website | X | PostedOnWebsite |
| Posted In Emergency Room | X | PostedInEmergencyRoom |
| Posted In Admission Office | X | PostedInAdmissionOffice |
| Provided On Admission | X | ProvidedOnAdmission |
| Available On Request | X | AvailableOnRequest |
| Actions On Nonpayment | true | ActionsOnNonpayment |
| Collection Activities | false | CollectionActivities |
| Nondiscrim Emergency Care Policy | true | NondiscrimEmergencyCarePolicy |
| Used Other Method | X | UsedOtherMethod |
| Amounts Generally Billed | false | AmountsGenerallyBilled |
| Gross Charges | false | GrossCharges |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part 1, Line 3c | Financial Assistance | Since its founding in 1921 as a Masonic 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 service 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 service. 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 FPG, receive a 100% discount. Medically indigent patients, or those whose income is greater than 200% of FPG, whose hospital charges exceed 3% of their annual income and who are unable to pay are provided a discount. |
| Part 1, 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, 2013 a Community Benefit Report has been filed with the State of Texas. |
| Part 1, 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 Promotion of the Health of the Community | Community Programs | TSRHC offers its facilities to local, national and international organizations for medical and other health-related education. Among the groups who used our facilities for such purposes in fiscal 2013 were the Dallas-Fort Worth Hospital Council, who hosted forums on sexual abuse and the retaining of health-care employees; the North Dallas Chamber of Commerce, which held its annual Health Care Conference at TSRHC; LAUNCHABILITY (AN ORGANIZATION THAT HELPS CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES ACHIEVE THEIR MAXIMUM POTENTIAL), WHICH HELD ITS ANNUAL PLANNING MEETING AT TSRHC; and Southern Methodist University, who provided ethics education at its annual Conference of Professions.SUPPORT GROUPS WHO MET AT TSRHC IN FISCAL 2013 INCLUDE THE HANDS DOWN SUPPORT GROUP; THE MYOSITIS SUPPORT GROUP OF NORTH TEXAS; SUCCESSFUL BRIDGES, A SPINA BIFIDA SUPPORT GROUP; AND THE REGIONAL ARTHGRYPOSIS SUPPORT GROUP. IN TOTAL, MORE THAN 1,000 MEETINGS OF EXTERNAL ORGANIZATIONS ARE HELD ANNUALLY IN THE HOSPITALS'S CONFERENCE CENTER. TSRHC also hosted and co-sponsored Continuing Medical Education (CME) programs for health-care professionals with the University of Texas Southwestern Medical Center, including the Annual Carrell-Krusen Neuromuscular Symposium and the Pediatric Orthopaedic Education Series (POES). Those attending POES may earn CME credits while learning about the latest in scoliosis, hip dislocation, foot deformities, infections, sports injuries and more. The series is presented by the orthopaedic physicians of TSRHC. The Bernice and Brudus Meyerson Junior Volunteer Program consists of two five-week summer sessions that offer a wide range of volunteer opportunities throughout the hospital for students ages 14 to 17. Junior volunteers acquire real-life work experience in a variety of departments including clinics, nursing and Child Life; plan an annual book sale that raises money for the Legacy Scholarship Program, which provides financial assistance to former patients for college or career training; gain a positive, character-building experience that will open doors to future college and career pursuits while making a difference in children's lives. The hospital also hosts free public events in cooperation with leading community organizations intended to educate area residents about topics important to the community's safety and vitality. Events focus on awareness of child safety, Texas agriculture and volunteer service, including use of the T. Boone Pickens Training and Conference Center at TSRHC; the Rotary Club of Dallas Bike Rodeo and Child Safety Day; Farm and Ranch Day; Reverchon Roundup, a large-scale community volunteer effort to make the adjacent Reverchon Park cleaner and safer for members of the Dallas-Fort Worth community; and Allen Shivers Park, located on the hospital's campus as a haven for TSRHC patients, families and community members for 25 years. Therapeutic Recreation Programs: Besides daily services for children staying in the hospital and for outpatients as part of their clinic experience, 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; a ski trip for amputee patients; and seven specialty camps for children age 4 to 17, including camps for patients with tuberous sclerosis complex, upper limb differences, spina bifida, and 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 23 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 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 year ended September 30, 2013 was $3,792,000. |
| 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 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. |
| Part V, Section B, Lines 1 and 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 5a | The Hospital's Community Health Needs Assessment can be reviewed at www.tsrhc.org | |
| 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. TSRHC 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. It is the intention of TSRHC to address all three of the significant community health needs identified, within the scope of the Hospital's mission and scope of practice. TSRHC will continue 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 is developing a strategy to address these prioritized needs that align with the hospital's mission and scope of practice. Strategy For Improving Access: TSRHC will further enhance 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, TSRHC will: a. Provide medical education - TSRHC will function 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, TSRHC 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 2013, the TSRHC orthopaedic medical staff has trained a total of 140 orthopaedic fellows, 30 international orthopaedic fellows and 411 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, Dieticians, Dentists, Dental Assistants, Dental Hygienists, Advanced 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. TSRHC 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 850 employees and further, has the benefit of more than 800 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 will encourage 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 taken care of 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 Resource 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 will be evaluated and opportunities for improving care considered. 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 five 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 dieticians on staff available to all patients. TSRHC takes an interdisciplinary approach to weight management, which in |
| Part V, Section B, Line 7 | Needs not Addressed in CHNA and Reasons | When TSRHC 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 chose 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. Categories of care with which staff helps transition patients to adult care include legal and guardianship issues, primary and specialty care, funding and vocational and other educational programs. |
| 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 FPG, receive a 100% discount. Medically indigent patients, or those whose income is greater than 200% of FPG, whose costs for care exceeds 3% of their annual income and who are unable to pay are provided a discount. |
| 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 . LINE 2 Needs Assessment 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. Also in 2013, TSRHC added a full time physician relations staff member to 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. LINE 3 Patient Education of Eligibility for Assistance. 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 hospital also has sent out two sets of letters to all active patients in the past 2 years notifying them of the hospital's move toward billing, the importance of keeping appointments/procedures scheduled regardless of any outstanding balances or their ability to pay, and information about the Hospital's financial assistance/charity care policy. The facility has also posted specifics about available financial assistance in major waiting areas. LINE 4 Community information - 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 premiere 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 and were used as the basis for the 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 2012 was 7,444,444 people. The median household income for the primary service area is $50,942. This is slightly higher than the median household income for Texas, which is $50,920, and slightly lower than the median household income for the U.S., which is $52,762. Approximately 25% of the primary service area population is 18 years or younger. 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. LINE 5 Promotion of community health - 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. 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 five Centers for Excellence supported by research divisions and core facilities: Scoliosis & Spine, Clubfoot & Foot Disorders, Hip Disorders, Limb Length Discrepancies and Hand Differences. 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 140 physicians have benefited from the TSRHC Fellowship in Pediatric Orthopaedics and Scoliosis, going on to hold prestigious medical positions around the country and across 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 serv |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|
| PEDI-ORTHO HEALTH CORPORATION | ||||||||
| 2222 WELBORN | DALLAS | TX | 75219 | 752665759 | 501(c)(3) | 100000 | FMV | NONE |
| TSRH FOR CHILDREN FOUNDATION | ||||||||
| 2222 WELBORN | DALLAS | TX | 75219 | 460683787 | 501(c)(3) | 100000 | FMV | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 AUDITIED FINANCIAL STATEMENTS. |
| Schedule I | Part I, Line 2 Use of grant Funds: | THE GRANT TO TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, A RELATED SUPPORT ORGANIZATION, IS TO PROVIDE START UP FUNDING. THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF THE ENTITY WHOSE PURPOSE IS TO PROVIDE SUPPORT TO THE HOSPITAL. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT WALKER | ||||||||||||||
| PRESIDENT & CEO | 496106 | 0 | 0 | 518539 | 0 | 0 | 0 | 21410 | 0 | 1036055 | 0 | 8088 | 0 | |
| J C MONTGOMERY JR | ||||||||||||||
| PRESIDENT EMERITUS | 444940 | 0 | 0 | 88903 | 0 | 0 | 0 | 20410 | 0 | 554253 | 0 | 39702 | 0 | |
| SHARON ELLIS | ||||||||||||||
| SENIOR VICE PRESIDENT & CFO | 302946 | 0 | 0 | 58085 | 0 | 15000 | 0 | 17125 | 0 | 393156 | 0 | 0 | 0 | |
| LORI DALTON | ||||||||||||||
| SR. VP & GENERAL COUNSEL | 267992 | 0 | 0 | 62887 | 0 | 15000 | 0 | 25197 | 0 | 371076 | 0 | 0 | 0 | |
| MARK BATEMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | 254732 | 0 | 0 | 47001 | 0 | 15000 | 0 | 21971 | 0 | 338704 | 0 | 0 | 0 | |
| M SCOTT PERRYMAN | ||||||||||||||
| SENIOR VICE PRESIDENT | 236442 | 0 | 0 | 27256 | 0 | 1200 | 0 | 22590 | 0 | 287488 | 0 | 0 | 0 | |
| DEBRA SAYLES | ||||||||||||||
| VICE PRESIDENT | 220445 | 0 | 0 | 12565 | 0 | 115332 | 0 | 12658 | 0 | 361000 | 0 | 0 | 0 | |
| KRISTINA KEEVER-SMITH | ||||||||||||||
| INVESTMENT OFFICER | 190189 | 0 | 0 | 27313 | 0 | 33197 | 0 | 6349 | 0 | 257048 | 0 | 0 | 0 | |
| DON KATZ | ||||||||||||||
| VICE PRESIDENT | 167814 | 0 | 0 | 20140 | 0 | 37980 | 0 | 21595 | 0 | 247529 | 0 | 0 | 0 | |
| STEPHANIE BRIGGER | ||||||||||||||
| VICE PRESIDENT | 133728 | 0 | 0 | 34287 | 0 | 27537 | 0 | 14117 | 0 | 209669 | 0 | 0 | 0 | |
| JEAN ALLEN | ||||||||||||||
| CONTROLLER | 121663 | 0 | 0 | 29913 | 0 | 8991 | 0 | 19068 | 0 | 179635 | 0 | 0 | 0 | |
| JEREMY HOWELL | ||||||||||||||
| VICE PRESIDENT | 139430 | 0 | 0 | 7938 | 0 | 9151 | 0 | 21717 | 0 | 178236 | 0 | 0 | 0 | |
| J ANTHONY HERRING | ||||||||||||||
| CHIEF OF STAFF EMERITUS | 549824 | 0 | 0 | 94474 | 0 | 0 | 0 | 18043 | 0 | 662341 | 0 | 45917 | 0 | 0 |
| DANIEL SUCATO | ||||||||||||||
| CHIEF OF STAFF | 535054 | 91800 | 0 | 65185 | 0 | 88320 | 0 | 23702 | 0 | 712261 | 91800 | 0 | 0 | |
| JOHN BIRCH | ||||||||||||||
| ASST. CHIEF OF STAFF | 464506 | 0 | 0 | 342278 | 0 | 81201 | 0 | 26702 | 0 | 914687 | 0 | 0 | 0 | |
| B STEPHENS RICHARDS | ||||||||||||||
| ASST. CHIEF OF STAFF | 500387 | 47800 | 0 | 114615 | 0 | 61471 | 0 | 22497 | 0 | 698970 | 47800 | 0 | 0 | |
| JAMES STURGIS | ||||||||||||||
| ADMINISTRATOR | 165262 | 0 | 0 | 10001 | 0 | 33325 | 0 | 19646 | 0 | 228234 | 0 | 0 | 0 | |
| CHARLES JOHNSTON | ||||||||||||||
| ORTHOPAEDIC SURGEON | 471059 | 0 | 0 | 199889 | 0 | 81314 | 0 | 18410 | 0 | 770672 | 0 | 0 | 0 | |
| KARL RATHJEN | ||||||||||||||
| ORTHOPAEDIC SURGEON | 467560 | 76200 | 0 | 66493 | 0 | 66733 | 0 | 12903 | 0 | 613689 | 76200 | 0 | 0 | |
| LORI KAROL | ||||||||||||||
| ORTHOPAEDIC SURGEON | 446920 | 31950 | 0 | 55821 | 0 | 74408 | 0 | 24702 | 0 | 601851 | 31950 | 0 | 0 | |
| FARZANEH SAFAVI | ||||||||||||||
| ANESTHESIOLOGIST | 441127 | 0 | 0 | 154884 | 0 | 74152 | 0 | 22702 | 0 | 692865 | 0 | 0 | 0 | |
| GAIL HACKNEY | ||||||||||||||
| ANESTHESIOLOGIST | 337883 | 0 | 0 | 322421 | 0 | 58671 | 0 | 21803 | 0 | 740778 | 0 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SCHEDULE J | PART 1, LINE 1A: | TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B(III) & W-2 BOX 5) J. ANTHONY HERRING 800 B. STEPHENS RICHARDS 800 JOHN BIRCH 800 CHARLES JOHNSTON 800 KARL RATHJEN 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 B: | 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. SUBSTANTITION OF EXPENSES WERE REQUIRED PRIOR TO REIMBURSEMENT AND THESE ITEMS WERE INCLUDED AS TAXABLE INCOME ON SCHEDULE J. |
| 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 BENEFITES 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 2012. (INCLUDED ON SCH J, PART II, COL C) DANIEL SUCATO 58,915 KARL RATHJEN 34,819 LORI KAROL 32,692 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE VESTED IN THIS PLAN IN CALENDAR YEAR 2012 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) GAIL HACKNEY 301,241 UNDER THE TERMS OF THE RRIP THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2012, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III), AND W-2, BOX 5) ROBERT WALKER 437,524 B. STEPHEN RICHARDS 56,416 JOHN BIRCH 188,612 CHARLES JOHNSTON 118,189 FARZANEH SAFAVI 106,052 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 2012. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III), AND W-2, BOX 5) JOHN BIRCH 18,324 CHARLES JOHNSTON 22,507 UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2012. (AMOUNTS BELOW ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III), AND W-2, BOX 1 AND 5). JC MONTGOMERY, JR. 39,702 J. ANTHONY HERRING 45,917 ROBERT WALKER 8,088 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 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 2012 (INCLUDED IN SCHEDULE J, PART II, COL B(III), AND W-2, BOX 5. JC MONTGOMERY, JR. 22,774 ROBERT WALKER 15,754 SCOTT PERRYMAN 11,250 SHARON ELLIS 15,038 LORI DALTON 13,905 KRISTINA KEEVER-SMITH 9,549 MARK BATEMEN 11,588 STEPHANIE BRIGGER 6,981 JEAN ALLEN 6,692 JAMES STURGIS 7,638 DEBRA SAYLES 9,548 J. ANTHONY HERRING 26,963 B. STEPHENS RICHARDS 22,170 JOHN BIRCH 22,170 CHARLES JOHNSTON 22,170 KARL RATHJEN 21,296 DANIEL SUCATO 21,296 LORI KAROL 21,296 FARZANEH SAFAVI 21,028 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF PARKER TX CULTURAL EDUCATION FACILITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 270365113 | IssuerEIN |
| Date Issued | 2010-12-30 | DateIssued |
| Issue Price | 23000000 | IssuePrice |
| Description Of Purpose | CONSTRUCT & EQUIP POWER PLANT | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 23000000 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 419518 | CapitalizedInterest |
| Refunding Escrow | 0 | RefundingEscrow |
| Issuance Costs From Proceeds | 111125 | IssuanceCostsFromProceeds |
| Credit Enhancement | 995247 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 22735606 | CapitalExpenditures |
| Other Spent Proceeds | 0 | OtherSpentProceeds |
| Amount Unspent | 0 | AmountUnspent |
| Year Of Subst Completion | 2012 | YearOfSubstCompletion |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Exception To Rebate | true | ExceptionToRebate |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | true | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10. | TermOfHedge |
| Superintegrated Hedge | false | SuperintegratedHedge |
| Hedge Terminated | false | HedgeTerminated |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART IV, LINE 2B: | Identifier |
| Return Reference | 0 | ReturnReference |
| Explanation | CONSTRUCTION FUND TO BE EXEMPT FROM REBATE BASED ON TWO YEAR SPEND DOWN RULES. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1025979 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 133000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MINERAL INTERESTS | 15 | 15 | MARKET VALUE |
| X | TRACTOR/LOADER/BACKHOE | 1 | 25000 | MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule M | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | COLUMN (B) REFLECTS THE NUMBER OF CONTRIBUTIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4D: | CENTER FOR DYSLEXIA PROGRAM PROVIDES TREATMENT FOR LEARNING DISORDERS AND DEVELOPS TEACHING MATERIAL FOR TEACHING CHILDREN WITH DYSLEXIA. ARTHRITIS CENTER FOR DIAGNOSIS AND TREATMENT. OTHER SERVICES THAT SUPPORT ALL HOSPITAL CLINICS AS DETERMINED BY A PHYSICIAN INCLUDE: DENTAL; OPHTHALMOLOGY; OCCUPATIONAL THERAPY; ORTHOTICS; PHYSICAL THERAPY; PROSTHETICS; CHILD LIFE; PATIENT INTERVENTIONS; DEVELOPMENTAL ASSESSMENT; AND PHARMACY. DESCRIPTION GRANTS EXPENSES REVENUE CENTER FOR DYSLEXIA PROGRAM $0 $6,179,253 $398,952 CHILDRENS ARTHRITIS CLINIC 0 5,649,603 DENTAL/EYE CLINIC AND CHILD DEVELOPMENT 0 2,173,773 TOTALS $0 $14,002,629 $398,952 |
| 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, Sharon Ellis 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, Sharon Ellis 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, Sharon Ellis 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 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 2012 FOR the ceo and chief of staff. 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 $37,779,459 CHANGE IN BENEFICIAL INTEREST IN TRUSTS $4,908,059 TOTAL $42,687,518 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PEDI-ORTHO HEALTH CORP | ||||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 752665759 | PHYSICIANS | TX | 501(C) (3) | 9 | NA | true |
| LEGACY SCHOLARSHIP PROGRAM | ||||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 752106637 | SCHOLARSHIP | TX | 501(C) (3) | 7 | NA | false |
| TSRH TRUST | ||||||||||
| JPMORGAN CHASE BANK POB 3038 | MILWAUKEE | WI | 53201 | 756013875 | SUPPORT ORGAN | WI | 501(C) (3) | 11.d | NA | false |
| TSRH FOR CHILDREN FOUNDATION | ||||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | 460683787 | SUPPORT ORGAN | TX | 501(C) (3) | 7 | NA | true |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PEDI-ORTHO HEALTH CORP | ||
| B | 100000 | MARKET |
| PEDI-ORTHO HEALTH CORP | ||
| L | 71243 | MARKET |
| PEDI-ORTHO HEALTH CORP | ||
| M | 58966 | MARKET |
| PEDI-ORTHO HEALTH CORP | ||
| Q | 1488422 | MARKET |
| TSRH FOR CHILDREN FOUNDATION | ||
| B | 100000 | MARKET |
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