2011-08-15T09:46:57-04:00 2010-09-30 PRICEWATERHOUSECOOPERS LLP 301 COMMERCE STREET SUITE 2350 FORT WORTH TX 76102 990 2009-10-01 750818178 Texas Scottish Rite Hospital for Crippled Children TEXA 2145597625 2222 Welborn street Dallas TX 752193924 SHARON ELLIS 2011-08-15 8178109998 2009 2016-02-24 21:20:13Z Texas Scottish Rite Hospital JC MONTGOMERY JR PRESIDENT 2222 WELBORN STREET DALLAS TX 752193924 451279604 false X www.tsrhc.org X 1921 TX TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TSRHC FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION. 38 38 940 800 645322 -763643 19127051 16705053 728292 613163 -45232480 39721270 30262556 57876822 4885419 114916308 90000 90000 0 0 66560639 68190420 0 0 4227837 37383697 41166687 104034336 109447107 -99148917 5469201 1214058790 1255751307 76953784 48505553 1137105006 1207245754 TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TSRHC FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION. false false 66741276 90000 0 ORTHOPEDICS 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 NEW TECHNOLOGIES, SUCH AS THE TSRH 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 RESEARCHERS' DISCOVERIES HAVE BEEN PATENTED. 8774209 0 0 NEUROLOGY PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS: CHARCOT-MARIE-TOOTH AND TUBEROUS SCLEROSIS. 7411927 0 613163 PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS: SPINA BIFIDA AND CEREBRAL PALSY. 5314947 0 0 CENTER FOR DYSLEXIA PROGRAM 4858977 0 0 CHILDRENS ARTHRITIS CLINIC 1871727 0 0 DENTAL/EYE CLINICS AND CHILD DEV. 12045651 0 0 94973063 true true false false false false false false true true true false false false true false false false true true true true false true false false false false false false false false true false false false false true true false false true 284 0 true 940 true true true false false false false true true false false false true 38 38 true false true false false true false true true false false true true true true true true true true false WA X JEAN 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STOVALL JR 2.0 X 0 0 0 JAMES D WARD DECEASED 2.0 X 0 0 0 RALPH WAYNE 2.0 X 0 0 0 JERRY D WEBBER 2.0 X 0 0 0 J M WILLSON JR 2.0 X 0 0 0 JC MONTGOMERY JR 40.0 X 583764 0 173732 ROBERT WALKER 40.0 X 412387 0 138306 LORI DALTON 40.0 X 296839 0 51314 KRISTINA KEEVER-SMITH 40.0 X 203718 0 33955 STEPHANIE BRIGGER 40.0 X 158583 0 32756 SHARON ELLIS 40.0 X 108069 0 1288 JAMES STURGIS 40.0 X 165075 0 45612 DEBBIE SAYLES 40.0 X 187755 0 44257 DON KATZ 40.0 X 166459 0 35974 J Anthony Herring 40.0 X 702485 0 238023 B STEVEN RICHARDS 40.0 X 492514 93700 178188 JOHN BIRCH 40.0 X 686148 13600 266287 CHARLES JOHNSTON 40.0 X 675856 34400 274294 KARL RATHJEN 40.0 X 476603 90900 105272 JOHN SCHOONMAKER 40.0 X 491723 0 52521 JUDY DENISON 40.0 X 143646 0 47072 JAMES BROWN 40.0 X 151216 0 57114 DONALD SMITH 40.0 X 113025 0 57394 6215865 232600 1833359 72 true true false HC BECK LTD 1807 ROSS AVE 300 DALLAS TX 752018006 CONSTRUCTION 7618793 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 PROFESSIONAL FEES 1097834 NORTHERN TRUST COMPANY PO BOX 75599 CHICAGO IL 606755599 INVESTMENT MGMT FEES 509750 AMERICAN CENTURY INVESTORS PO BOX 419385 KANSAS CITY MO 641417709 MGMT BENEFIT PLAN 334416 ATHENA DIAGNOSTICS PO BOX 277580 ATLANTA GA 303847580 PROFESSIONAL FEES 326226 23 2553332 14151721 410201 16705053 DYSLEXIA PROGRAM 900099 613163 613163 613163 27943048 27943048 0 52204431 52204431 300171 21802 278369 278369 278369 346313577 103068 334503537 134885 11810040 -31817 11778222 11778222 623779 2553332 757936 -134157 -134157 16685 6545 10140 10140 1358750 938591 420159 238944 181215 SURFACE DAMAGE INCOME 110000 4412253 4412253 HUNTING PERMIT 110000 337300 337300 TRADEMARK ROYALTY FEES 900099 208940 208940 139387 69078 70309 5097880 114916308 613163 645322 96952770 90000 90000 0 0 0 4167536 1361927 2242387 563222 0 47284889 42495091 3015576 1774222 7766782 7137291 492282 137209 5654413 5154472 261341 238600 3316800 2840915 334594 141291 0 94675 94675 157010 157010 0 0 995369 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0.49367 0.49125 true false 0 24771268 24771268 0 129303106 74661193 54641913 0 0 0 0 0 49918233 34859870 15058363 0 291854 1000 290854 94762398 LIVESTOCK 89590 ACCRUED INCOME 7765731 UTILITY DEPOSITS 43499 BENEFICIAL INTEREST IN TRUSTS 76531201 84430021 0 ACCRUED PENSION COSTS 15768732 MANAGEMENT BENEFIT PLAN 2225296 RESERVE FOR RESTORATION 14712338 RESERVE FOR MALPRACTICE INSURANCE 725821 EMPLOYEE FLEX BENEFIT PLAN 83680 CANCER AND LIFE INSURANCE PAYABLE 20732 CHARITABLE GIFT ANNUITIES PAYABLE 5069810 GROUP HEALTH INSURANCE RESERVE 960000 39566409 114916308 109447107 5469201 48813916 15947636 64761552 70230753 178431634 48813916 17582511 66396427 112035207 2881101 2881101 114916308 108200885 1724879 1724879 106476006 2971101 2971101 109447107 ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4: THE INCOME FROM THE ORGANIZATION'S PERMANENT ENDOWMENT FUNDS AND THE TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE USED TO SUPPORT THE OPERATIONS OF THE MEDICAL, RESEARCH AND LEARNING PROGRAMS OF THE HOSPITAL. SCHEDULE D PART XI, LINE 8: UNREALIZED CHANGE IN BENEFICIAL INTEREST IN TRUSTS 4,732,511 MINIMUM PENSION LIABILITY ADJUSTMENT 11,125,125 GRANT EXPENSE NOT DEDUCTED IN AUDIT STATEMENT 90,000 TOTAL LINE 8 15,947,636 SCHEDULE D PART XII, LINE 2D: MINIMUM PENSION LIABILITY ADJ 11,125,125 UNREALIZED CHANGE IN BENEFICIAL INTEREST IN TRUSTS 4,732,511 RENTAL EXPENSES 21,802 SPECIAL EVENT DIRECT EXPENSES 757,937 GAMING DIRECT EXPENSES 6,545 RANCH COGS 938,591 TOTAL LINE 2D 17,582,511 SCHEDULE D PART XII, LINE 4B: REINVESTMENT EXPENSES RECLASSED 2,844,626 COGS RECLASSED FROM REVENUE OFFSET IN AUDIT 36,475 TOTAL LINE 4B 2,881,101 SCHEDULE D PART XIII, LINE 2D: RENTAL EXPENSES 21,802 FUNRAISING DIRECT EXPENSE - PART VIII, LINE 8B 757,936 GAMING EXPENSE - PART VIII, LINE 9B 6,545 COST OF GOODS SOLD 938,591 ROUNDING 5 TOTAL LINE 2D 1,724,879 SCHEDULE D PART XIII, LINE 4B: REINVESTMENT EXPENSES RECLASSED 2,844,626 GRANT EXPENSE TO PEDI ORTHO HEALTH CORP 90,000 RECLASS OF COGS OF LIVESTOCK 36,475 TOTAL LINE 4B 2,971,101 Middle East and North Africa 0 0 Program Services CONFERENCES/TRAININGS 2429 North America 0 0 Program Services CONFERENCES/TRAININGS 3922 Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCES/TRAININGS 11643 East Asia and the Pacific 0 0 Program Services CONFERENCES/TRAININGS 15178 South America 0 0 Program Services CONFERENCES/TRAININGS 292 0 0 33464 X X X X false TX WA AUCTION 631921 510121 121800 23452 400 187762 GOLF TOURNAMENT 372207 300780 71427 12856 8000 21935 80548 42 2109594 1681807 427787 20408 1072 57950 1380 332947 3113722 2492708 621014 33264 9072 103337 1780 601257 748710 -127696 16685 5145 1400 false 16685 5145 1400 6545 10140 TX false IN THE STATE OF TEXAS OCCASIONAL GAMING ACTIVITIES (UP TO TWO PER YEAR) DO NOT REQUIRE SUCH A LICENSE. false true false 0.52000 0.48000 JEAN ALLEN CONTROLLER TEXAS SCOTT false false true true false false true 82239429 0 82239429 0.75140 82239429 0 82239429 0.75140 519926 0 519926 0.04750 6977738 0 6977738 0.06380 7497664 0 7497664 0.11130 89737093 0 89737093 0.86270 5235970 0 5235970 0.04780 5235970 0 5235970 0.04780 0 0 TEXAS SCOTTISH RITE HOSPITAL

2222 WELBORN STREET DALLAS TX 75219

X X X X X ORTHOPEDIC NEURODEVELOPMENTAL & MUSCULOSKELETAL Texas Scottish Rite Hospital for Children's (TSRHC) history and mission is to serve all patients whose care is within our scope of services, specifically relating to TSRHC's specialization in pediatric orthopaedics and learning disorders, at no charge. Because of the nature of these benefits, the hospital does not distinguish between charity care and community benefits. TSRHC does not have bad debt expense or medicare revenues and expenses as traditionally defined. Therefore, all of the expenses for medical care provided by TSRHC are for the community benefit. Because we provide care without expectation for reimbursement, TSRHC is exempt from the requirement to prepare and file a community benefit report. At Texas Scottish Rite Hospital for Children (TSRHC), our commitment to helping children lead happy and healthy lives extends beyond our patient treatment in our specialty areas. TSRHC is committed to caring for the WHOLE CHILD, both physically and emotionally. TSRHC physicians treat thousands of patients regardless of the family's ability to pay. TSRHC is one of the nation's leading pediatric centers for the treatment of orthopaedic conditions, certain related neurological disorders, such as spina bifida, and learning disorders, such as dyslexia. Our surgeons and medical staff focus on the treatment and management of children in these five Centers for Excellence: - Scoliosis & Spine - Clubfoot & Foot Disorders - Hip Disorders - Limb Length Discrepancies - Hand Differences TSRHCs patient service in 2010 included: - 39,625 outpatient visits - 2,146 surgeries were performed - More than 200,000 patients treated since the hospital's inception Since 1921, TSRHC has been serving the community not only by treating pediatric orthopaedic conditions mentioned above, but also through extended community outreach in areas such as, - Education - Research - Community Building Activities - Community Outreach - Therapeutic Recreation - Dyslexia In addition, the hospital's continued service to the global pediatric community is enhanced by the fact that the physicians at TSRHC wrote the book on the treatment of orthopaedic conditions affecting children. Now in its fourth edition, the textbook, Tachdjian's Pediatric Orthopaedics: From Texas Scottish Rite Hospital for Children is the standard reference guide for orthopaedic surgeons around the world. EDUCATION: For more than 30 years, Texas Scottish Rite Hospital for Children (TSRHC) has provided promising orthopaedic fellows with an extraordinary educational experience in the field of pediatric orthopaedic surgery and spine deformity, in association with the University of Texas Southwestern Medical Center. There are more than 120 former fellows who have benefited from this program and hold prestigious medical positions in the U.S. and around the world. Participants in a TSRHC Fellowship in Pediatric Orthopaedics and Scoliosis receive in-depth training in all aspects of reconstructive pediatric orthopaedics, trauma and infections. Each year a group of three to five physicians, who qualify for a highly coveted spot in the 12-month program, work alongside pediatric orthopaedists for a one- to two-month period before rotating to another physician, giving each fellow a firsthand, in-depth and invaluable learning experience with some of the world's most respected pediatric orthopaedists. In addition, fellows receive firsthand training from the hospital's clinical staff, a team trained to address the most complex treatment regimens. When fellows leave the program they remain connected to TSRHC through correspondence, educational conferences and various medical association gatherings. Fellows share the knowledge and experience gained during their fellowship, serving as TSRHC ambassadors for the care of children within their respective medical institutions and communities. RESEARCH: Since opening its door in 1921, TSRHC has strived to discover new and better ways to care for children affected with pediatric orthopaedic conditions and certain related neurological disorders. Our dedicated research center, the Sarah M. and Charles E. Seay Center for Musculoskeletal Research, consists of five centers for excellence supported by research divisions and core facilities. Each Center for Excellence integrates the services and knowledge of investigators from various educational backgrounds, such as orthopaedic surgery, biomechanical engineering, genetics, statistics, histology, and motion analysis. Through the years, TSRHC researchers and physicians have generated more than 20 patents and important discoveries which have helped children worldwide and will allow the medical community to form new hypotheses to explain what causes certain conditions while providing tools for future research. A few major findings and patents include: 1. Major Findings The first gene discovered to be associated with idiopathic scoliosis, a progressive condition that causes the spine to curve, identified at TSRHC in 2007. The study is outlined in the May 2007 issue of the American Jouranl of Human Genetics. - Two new genetic markers that are involved in nuerological development associated with idiopathic scoliosis, identified at TSRHC in 2011 as a follow-up to the 2007 study. The study is outlined in April 1, 2011, issue of the journal Human Molecular Genetics. - The TSRH SILO 5.5 Spinal System, developed in 2005. A modified design of the TSRH Spinal System developed in the 1980s, it allows for shorter surgery and uses lower profile implants for patients comfort. - The TRUE/LOK External Fixation System developed in 1998. - The TSRH Spinal System developed in the 1980s. 2. Patents - February 2010 CHD7 Gene Polymorphisms are associated with susceptibility to Idiopathic Scoliosis - November 2003 Genetic Marker for Autoimmune Disorder - November 2002 Golf Prosthesis - July 1999 External Fixation Device and Method - April 1995 Positional Spinal Fixation Device - September 1993 Spinal Hook Community Outreach: Each year, TSRHC hosts free events in cooperation with leading community organizations intended to educate about topics considered important to the community's safety and vitality. Events focus on awareness of child safety, Texas agriculture and volunteer service. The longstanding collaboration between TSRHC and various community organizations that promote educational and volunteer efforts are an important part of the hospital's commitment to give back to the community. Three examples include: 1. Rotary Club of Dallas Bike Rodeo and Child Safety Day In 2010, TSRHC hosted the ninth annual Bike Rodeo and Child Safety Day event in the Dallas area in conjunction with the Rotary Club of Dallas, Texas Office for Prevention of Developmental Disabilities, Dallas Police Department, Dallas Fire Department, North Texas Poison Center, Texas Rangers law enforcement officials and additional community organizations. Child Safety Day is designed to teach children about traffic safety and general safety, including poison control and fire and water safety. Bike Rodeo provides a safe environment for children to practice bicycle safety skills by riding on a course designed to simulate actual road conditions. Children will have their bikes inspected and receive a free bike helmet with the chance to win a new bicycle. 2. Farm and Ranch Day The community is invited to celebrate Texas agriculture at TSRHC's Farm and Ranch Day event. In cooperation with the Dallas Park and Recreation Department, Southwest Dairy Museum, Dallas Police Department/Dallas County Sheriff's Posse, Reverchon Park Recreation Center, Dallas Charity Horse Shows, Inc., Dallas County 4-H Clubs and the DFW Photography Club, attendees can learn about the importance of Texas agriculture in everyday life. Fun, hands-on activities featuring various aspects of Texas agriculture are provided. 3. Reverchon Roundup In 2010, TSRHC and the Friends of Reverchon Park-a nonprofit corporation established to support the historic park-hosted the 12th Reverchon Roundup, a large-scale community volunteer effort which takes place in Reverchon Park adjacent to TSRHC. Volunteers remove trash, clear underbrush and fallen tree limbs, spread mulch and plant flowers. TSRHC initiated the Reverchon Park Revitalization Project in 1998 to help make the park cleaner and safer for members of the Dallas/Fort Worth community. Additional organizations involved in the cleanup efforts include City of Dallas Park and Recreation Department - West Region, Arborilogical Services, Inc., Dallas Police Department, Plains Capital Bank, Dr Pepper Snapple Group, Starbucks, ExxonMobil, Rosewood Mansion on Turtle Creek and Southwest Airlines. Therapeutic Recreation: TSRHC is committed to caring for the overall health of the child, both physically and emotionally. TSRHC is able to extend its medical treatment to Texas children through the community outreach and education provided to patients and their families by the hospital's Therapeutic Recreation department. Therapeutic Recreation's inpatient program provides daily services for children staying in the hospital as well as service consults for outpatients as part of their clinic experience. In addition, the department provides outreach programs to help connect TSRHC patients to resources in the community. In addition to the core community outreach programs described below, the hospital also provides therapy-based programs such as the Chance to Dance program, Rite 2 Play, Summer All Stars and equipment loans. 1. Patient Support Learn to Golf: Launched by the Therapeutic Recreation department in 1998, Learn to Golf (LTG) provides the tools and instruction needed for young patients to experience the rehabilitative benefits of the game of golf. LTG has served 890 TSRHC patients across Texas. In addition, more than 280 golf and allied health care professionals have been trained to teach golf to TSRHC patients. The program also provides golf equipment and scholarships for follow-up lessons. Recreational Camps: Texas Scottish Rite Hospital for Children sponsors seven camps for patients ranging from ages 4 to 17. Each camp helps foster independence and self-confidence, while developing and improving communication and problem solving skills for TSRHC patients. The camps include Camp Carpe Diem, Hand Camp, Camp TLC, Camp Just Like Me, Camp Out On A Limb, HD2 and Camp Joint Adventure. 2. Family Support TSRHC defines its commitment to the whole child to include support for the patient family. Whether it is connecting families who have children with similar conditions or helping families find the specialized resources they need, TSRHC is dedicated to the well-being of each patient, both physically and emotionally. Some ways that TSRHC gives back in this area include: Family Resource Center: The Center helps families find helpful resources and provides referrals to other medical providers for medical conditions not treated here at TSRHC as well as organized support groups for those conditions. Family Room and Chapel: The Chapel is primarily utilized by patient families as a comfortable surgery waiting area and a place of worship with nondenominational services every 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. For example, child life specialists assist in the preparation and support for medical procedures, as well as teach patients and their families coping techniques, such as medical play, to help decrease any fear or anxiety. Family Services Department: The Department serves as a support center for patients and families in three primary areas: medical social work; the coordination of out-of-hospital medical exams, tests and evaluations; and patient interpretation and translation services. Dyslexia Center: The TSRHC Luke Waites Center for Dyslexia and Learning Disorders was founded when Dr. Lucius Waites joined the hospital staff in 1965 and developed a center to evaluate and treat children with learning disabilities, specifically dyslexia. In 1968, at the invitation of Dr. Waites, the World Federation of Neurology met at TSRHC and developed the first consensus medical definition of dyslexia. Today, TSRHC provides a variety of services to children diagnosed with dyslexia. These children have trouble connecting sounds to letter symbols, affecting the way they learn to read and spell. The TSRHC Luke Waites Center for Dyslexia specializes in services for children with learning problems in reading, writing, and math. Our Luke Waites Center for Dyslexia evaluations are designed to identify reading disorders including Dyslexia, Disorders of Written Expression, and Math Disorders. Services benefit both the local Dallas Fort Worth area, the state of Texas, and multiple other states, and include; academic assessment, dyslexia therapist training, educational outreach and related research. If the center is unable to meet a child's needs, the staff at TSRHC's Christi Carter Urschel Family Resource Center can provide referrals for appropriate services at the parent's request. 1. Dyslexia Therapist Training The Luke Waites Center for Dyslexia offers the Dyslexia Therapist Training Program for certified Texas public school teachers. This two-year comprehensive training is designed for teachers of students with dyslexia using proven intervention techniques and is accredited by the International Multisensory Structured Language Educational Council. The program offers training in: - Educational identification of dyslexia - Characteristics of dyslexia - Take Flight: A Comprehensive Intervention for Students with Dyslexia developed at TSRHC which is a multi-sensory, structured approach to teaching - Classroom strategies and techniques used for students with dyslexia - How to conduct parent and teacher information seminars 2. Learning Disorders Educational Outreach The center's outreach services allow TSRHC to expand our mission and help thousands of children through support services for parents and educators. Staff in the Luke Waites Center for Dyslexia has developed two video curricula, the Dyslexia Training Program and the TSRH Literacy Program, that have taught hundreds of thousands of children to read. The center offers consultation and training to schools as they use the programs. The center offers seminars and workshops to help teachers employ effective teaching strategies. Parents can also obtain guidance in helping their child by attending presentations made to parent support groups and parent education. Take Time to Read (3TR) is a public awareness program TSRHC participates in to educate adults about the importance of reading to young children. The program began in 1999 and has helped spread the word throughout Texas about the benefits of reading to children. 3. Dyslexia Research The Luke Waites Center for Dyslexia's research program focuses on the cause For 90 years, Texas Scottish Rite Hospital for Children has been dedicated to the health and happiness of children. During this time, the hospital has grown into one of the world's leading pediatric orthopaedic centers focusing on patient care, research and education, as well as a specialization in identifying and treating children with learning disorders such as dyslexia. Texas Scottish Rite Hospital is committed to focusing its effort to provide benefits to citizens throughout the state of Texas and around the world. true PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN STREET DALLAS TX 75219 752665759 501(c)(3) 90000 MEDICAL CARE AND RESEARCH AT CHILDREN'S MEDICAL CENTER 1 0 SCHEDULE I PART 1, LINE 2: THE GRANT IS TO SUPPORT THE MEDICAL SERVICES OF THE PHYSICIANS OF PEDI-ORTHO HEALTH CORPORATION. THE RECIPIENT OF THE GRANT IS A RELATED MEDICAL ENTITY AND THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF ENTITY WHICH PROVIDES PEDIATRIC ORTHOPEDIC PHYSICIANS TO LOCAL MEDICAL FACILITIES THAT CARE FOR CHILDREN. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. X X false true X X X false true false false false false false false false JC MONTGOMERY JR 487120 0 0 0 96644 0 157457 0 16275 0 757496 0 0 0 ROBERT WALKER 267877 0 0 0 144510 0 121193 0 17113 0 550693 0 0 0 JOHN SCHOONMAKER 262615 0 0 0 229108 0 39483 0 13038 0 544244 0 0 0 LORI DALTON 242763 0 0 0 54076 0 33000 0 18314 0 348153 0 0 0 KRISTINA KEEVER-SMITH 177797 0 0 0 25921 0 18091 0 15864 0 237673 0 0 0 STEPHANIE BRIGGER 125048 0 0 0 33535 0 19926 0 12830 0 191339 0 0 0 JAMES STURGIS 146877 0 0 0 18198 0 31861 0 13751 0 210687 0 0 0 J Anthony Herring 579094 0 0 0 123391 0 223269 0 14754 0 940508 0 0 0 B STEVEN RICHARDS 437772 93700 0 0 54742 0 162492 0 15696 0 670702 93700 0 0 JOHN BIRCH 437739 13600 0 0 248409 0 248885 0 17402 0 952435 13600 0 0 CHARLES JOHNSTON 439756 34400 0 0 236100 0 258545 0 15749 0 950150 34400 0 0 KARL RATHJEN 428987 90900 0 0 47616 0 93648 0 11624 0 581875 90900 0 0 DEBBIE SAYLES 178733 0 0 0 9022 0 33041 0 11216 0 232012 0 0 0 DON KATZ 149428 0 0 0 17031 0 19589 0 16385 0 202433 0 0 0 JUDY DENISON 121080 0 0 0 22566 0 37678 0 9394 0 190718 0 0 0 JAMES BROWN 123727 0 0 0 27489 0 41921 0 15193 0 208330 0 0 0 DONALD SMITH 103838 0 0 0 9187 0 45000 0 12394 0 170419 0 0 0 SCHEDULE J PART I, LINE 1A: TRAVEL FOR COMPANIONS - TRAVEL POLICY (INCLUDED ON SCH J, PART II, COL B (III) & W-2 BOX 5) B. STEVEN RICHARDS 800 JOHN BIRCH 800 KARL RATHJEN 707 SCHEDULE J PART I, LINE 1A: SOCIAL CLUB DUES (INCLUDED ON SCH J, PART II, COL B (III) & W-2 BOX 5) J. C. Montgomery 2,640 SCHEDULE J PART I, LINE 1B: THE CORPORATION DOES NOT HAVE A WRITTEN POLICY REGARDING REIMBURSEMENT FOR TRAVEL FOR COMPANIONS OR SOCIAL CLUB DUES. A PROCEDURE WAS CONSISTENTLY FOLLOWED AND MONITORED AS NOTED IN PART 1, 2 AND THESE ITEMS WERE INCLUDED AS TAXABLE INCOME ON SCHEDULE J. SCHEDULE J PART I, LINE 4B: Restoration Plan Deferred is a non-qualified pension related benefit available to eligible employees (Included in Sch J, Part II, Col C) John Schoonmaker 24,783 Robert Walker 60,690 J. C. MONTGOMERY, JR. 157,457 J. Anthony Herring 223,269 B. Steven Richards 128,736 John Birch 155,714 Charles Johnston 155,464 Karl Rathjen 68,306 THE Restoration Plan is a non-qualified pension related benefit available to eligible employees (Included on W-2, Box 5) J. C. Montgomery, Jr. 35,067 John Schoonmaker 166,194 Robert Walker 72,788 Charles Johnston 161,308 John Birch 152,016 The 81 Plan Deferred is a non-qualified retirement plan for eligible employees (Included in Sch J, Part II, Col C) Robert Walker 21,055 Donald Smith 26,306 James Brown 20,674 John Birch 51,773 Charles Johnston 61,380 The 81 Plan is a non-qualified retirement plan for eligible employees (Included W-2, Box 5) J. C. Montgomery, Jr. 20,645 Robert Walker 6,425 John Schoonmaker 11,056 J. Anthony Herring 77,600 John Birch 14,329 Charles Johnston 17,608 James Brown 5,236 Donald Smith 8,324 X 1 12000 SALES PRICE X 11 153201 MARKET VALUE X 2 245000 APPRAISED MKT VALUE 1 false true false NAME OF ORGANIZATION FORM 990, PAGE 1, ITEM C: THE FULL, LEGAL ENTITY NAME IS TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN, DOING BUSINESS AS TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. OTHER PROGRAM SERVICES FORM 990, PART III, LINE 4D: CENTER FOR DYSLEXIA PROGRAM PROVIDES TREATMENT FOR LEARNING DISORDERS AND DEVELOPS TEACHING MATERIALS FOR TEACHING CHILDREN WITH DYSLEXIA. ARTHRITIS CLINIC 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. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: LYNDON OLSON AND PAT BEARD HAVE A BUSINESS RELATIONSHIP THROUGH CENTRAL NATIONAL BANK. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4: THE ORGANIZATION DOCUMENTS WERE AMENDED TO REVISE THE MANNER IN WHICH THE TRUSTEES OF THE CORPORATION WERE ELECTED, SO THAT THE TRUSTEES IN OFFICE ELECT SUCCESSOR TRUSTEES. ALSO, FIVE TRUSTEES AT LARGE WERE ADDED. ELECTION OF MEMBERS OF GOVERNING BOARD BY OTHERS FORM 990, PART VI, SECTION A, LINE 7A: PRIOR TO THE REVISION OF THE ORGANIZATION'S BY LAWS NOTED IN FORM 990, PART VI, SECTION A, LINE 4; THE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN BOARD OF TRUSTEES WAS COMPRISED OF MASONS FROM THROUGHOUT THE STATE OF TEXAS WHO WERE ELECTED FROM NINE MASONIC REGIONS THROUGHOUT THE STATE BY THOSE REGIONAL MEMBERS IN ACCORDANCE WITH REGIONAL PROCEDURES. PROCESS TO REVIEW FORM 990 FORM 990, PART VI, SECTION B, LINE 11A: THE FORM 990 IS PREPARED BY 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 MADE AVAILABLE TO THE BOARD 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. DETERMINING COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES FORM 990, PART VI, SECTION B, LINES 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. Additionally, the Hospital gathers physician compensation data from local academic and private practice settings. This information is collectively taken into consideration and presented to the Committee when determining compensation. GOVERNING DOCUMENTS, 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 MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ESTIMATED HOURS DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A NAME AVERAGE HOURS PER WEEK JOHN BIRCH, MD 1 LORI DALTON 2 SHARON ELLIS 1 J. ANTHONY HERRING, MD 1 CHARLES JOHNSTON, MD 1 KRIS KEEVER-SMITH 2 J.C. MONTGOMERY 1 KARL RATHJEN 4 B. STEVENS RICHARDS 1 ROBERT WALKER 1 PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN STREET DALLAS TX 76219 752665759 PHYSICIANS TX 501(c)(3) LINE 5 NA LEGACY SCHOLARSHIP PROGRAM 2222 WELBORN STREET DALLAS TX 76219 752106637 SCHOLARSHIP TX 501(c)(3) Line 7 NA TEXAS SCOTTISH RITE HOSPITAL TRUST C/O JPMORGAN CHASE BANK BOX 3038 Milwaukee WI 53201 756013875 SUPPORT ORG WI 501(C)(3) LINE 11D&E NA false true true false false false false false false false true false false true false true true true PEDI-ORTHO HEALTH CORPORATION B 90000 PEDI-ORTHO HEALTH CORPORATION K 61243 PEDI-ORTHO HEALTH CORPORATION N 120553 PEDI-ORTHO HEALTH CORPORATION P 660687 PEDI-ORTHO HEALTH CORPORATION Q 300000 PEDI-ORTHO HEALTH CORPORATION R 300000 LEGACY SCHOLARSHIP PROGRAM K LEGACY SCHOLARSHIP PROGRAM N LEGACY SCHOLARSHIP PROGRAM P TEXAS SCOTTISH RITE HOSPITAL TRUST C