TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (EIN 75-0818178)
Tax period: 2024-10-01 to 2025-09-30
Filed: 2026-08-14
IRS object ID: 202602269349302565
Schema version: 2024v5.1
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-08-14T12:07:34+00:00	ReturnTs
Tax Period End	2025-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	440160260	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FORVIS MAZARS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 E PALMETTO PARK ROAD SUITE 403	AddressLine1Txt
City	BOCA RATON	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33432	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750818178	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TEXA	BusinessNameControlTxt
Phone	2145595000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 WELBORN ST	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHELLE C HAYS	PersonNm
Person Title	SVP/CFO	PersonTitleTxt
Phone	2145595000	PhoneNum
Signature	2026-08-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	APRIL ARNOLD	PreparerPersonNm
PTIN	P01559426	PTIN
Phone	5612991820	PhoneNum
Preparation	2026-08-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT L WALKER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 WELBORN ST	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,174,696,632	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SCOTTISHRITEFORCHILDREN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1921	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	35	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	1460	TotalEmployeeCnt
Total Volunteers	840	TotalVolunteersCnt
Total Gross UBI	$1,105,959	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$24,982,179	PYContributionsGrantsAmt
CY Contributions Grants	$74,334,680	CYContributionsGrantsAmt
PY Program Service Revenue	$139,114,856	PYProgramServiceRevenueAmt
CY Program Service Revenue	$155,565,245	CYProgramServiceRevenueAmt
PY Investment Income	$112,976,655	PYInvestmentIncomeAmt
CY Investment Income	$221,855,105	CYInvestmentIncomeAmt
PY Other Revenue	$219,140,734	PYOtherRevenueAmt
CY Other Revenue	$294,002,620	CYOtherRevenueAmt
PY Total Revenue	$496,214,424	PYTotalRevenueAmt
CY Total Revenue	$745,757,650	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,388,578	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,340,971	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$160,076,679	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$170,531,160	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,947,129	CYTotalFundraisingExpenseAmt
PY Other Expenses	$127,070,598	PYOtherExpensesAmt
CY Other Expenses	$138,664,013	CYOtherExpensesAmt
PY Total Expenses	$288,535,855	PYTotalExpensesAmt
CY Total Expenses	$313,536,144	CYTotalExpensesAmt
PY Revenues Less Expenses	$207,678,569	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$432,221,506	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,354,540,860	TotalAssetsBOYAmt
Total Assets EOY	$4,946,776,863	TotalAssetsEOYAmt
Total Liabilities BOY	$136,253,473	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$130,833,763	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$4,218,287,387	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$4,815,943,100	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$207,223,192	ExpenseAmt
Grant	$4,340,971	GrantAmt
Revenue	$179,495,312	RevenueAmt
Desc	PATIENT CARE: TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS ONE OF THE NATION'S LEADING PEDIATRIC CENTERS FOR THE TREATMENT OF ORTHOPEDIC CONDITIONS, CERTAIN RELATED ARTHRITIC AND NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYSLEXIA. PATIENTS RECEIVE TREATMENT REGARDLESS OF THE FAMILY'S ABILITY TO PAY. THE ORTHOPEDICS PROGRAM INCLUDES OUTPATIENT CLINIC VISITS AND INPATIENT STAYS FOR THE DIAGNOSIS AND TREATMENT OF SUCH CONDITIONS AS SCOLIOSIS, CLUBFOOT, DISLOCATED HIP, LEGGPERTHES, LIMBLENGTH DIFFERENCES AND LIMB DEFICIENCIES, HAND DIFFERENCES AND SPORTS INJURIES. THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPEDIC PATIENTS WHO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES SUCH AS TUBEROUS SCLEROSIS. THE PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR THE DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS SPINA BIFIDA AND CEREBRAL PALSY. ALL PROGRAMS, INCLUDING ORTHOPEDIC, NEUROLOGY AND LEARNING DISORDERS, TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY CENTERED CARE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$22,060,384	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH CONTINUES TO DISCOVER NEW AND INNOVATIVE WAYS TO BENEFIT CHILDREN'S LIVES. SCOTTISH RITE FOR CHILDREN IS DEDICATED TO PROMOTING CLINICAL, BASIC AND APPLIED RESEARCH TO ADVANCE THE CARE OF CHILDREN WITH ORTHOPEDIC CONDITIONS, RELATED NEUROLOGIC DISORDERS AND SPECIFIC LEARNING DIFFERENCES. MEDICAL BREAKTHROUGHS AND NEW TECHNOLOGIES DEVELOPED THROUGH SCOTTISH RITE FOR CHILDREN'S RESEARCH EFFORTS HAVE DRAMATICALLY IMPACTED THE LIVES OF NOT ONLY CHILDREN TREATED HERE BUT ALSO THROUGHOUT THE WORLD. THROUGH THE YEARS, SCOTTISH RITE RESEARCHERS AND PHYSICIANS HAVE GENERATED OVER 200 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. (CONTINUED ON SCHEDULE O)	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$10,365,728	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPEDIC RESIDENTS AND POSTGRADUATE ORTHOPEDIC FELLOWS. IN ADDITION, THE HOSPITAL CONTRIBUTES TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. THE HOSPITAL IS CURRENTLY AFFILIATED WITH APPROXIMATELY 93 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL PROGRAMS. FOR OVER 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC PHYSICIANS. MORE THAN 200 PHYSICIANS HAVE BENEFITED FROM THE FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, GOING ON TO PROVIDE NEEDED PEDIATRIC SPECIALTY SERVICES ACROSS THE COUNTRY AND AROUND THE WORLD. (CONTINUED ON SCHEDULE O)	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$239,649,304	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	335	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1460	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	35	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER DEASON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2145597862	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 WELBORN	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (63 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
GUY F STOVALL JR
VICE PRESIDENT & ASST TREASURER (DECEASED 07/24/25)	3.0	0	Yes (X)	Yes (X)	$0	$0	$0
HAROLD D CARTER
VICE CHAIRMAN	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
JAMES E LANEY
VICE PRESIDENT & TREASURER	3.0	0	Yes (X)	Yes (X)	$0	$0	$0
LYNDON L OLSON JR
CHAIRMAN	6.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
M DOUGLAS ADKINS
VICE CHAIRMAN	4.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
RONALD L SKAGGS
VICE PRESIDENT & SECRETARY	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
BERT VERNON MASSEY II
TRUSTEE (DECEASED 11/13/24)	3.0	0	Yes (X)		$0	$0	$0
BRACK JONES JR
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
BRADY G ELLIOTT
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
CLAUDE O ERVIN
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
DAN F DAVIDSON
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
DONNY W BROUGHTON
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
DOUGLAS S MAXEY
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
GLEN WHITLEY
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
H FINLAY WATKINS
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
JAMES C PENN
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
JAMES D NYFELER SR
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
JAMES F CHAMBERS
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
JAMES L WILLIAMS
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
JEFF W SMITH
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
JOE H TYDLASKA
TRUSTEE (DECEASED 2/16/25)	3.0	0	Yes (X)		$0	$0	$0
JOHN E WOOD
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
JOSEPH M DEALEY JR
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
KENNETH C CURRY
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
KIM J ASKEW
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
MICHAEL K PICKENS
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
MICHAEL L WIGGINS PHD
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
PATSY WOODS MARTIN
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
RALPH WAYNE
TRUSTEE (DECEASED 12/19/24)	3.0	0	Yes (X)		$0	$0	$0
RONALD L CARTER
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
RUSSELL C BROWN
TRUSTEE	4.0	0	Yes (X)		$0	$0	$0
STEPHEN F CROSS
TRUSTEE	3.0	0	Yes (X)		$0	$0	$0
W EUGENE BROOKSHIRE
TRUSTEE (DECEASED 5/20/25)	3.0	0	Yes (X)		$0	$0	$0
W M GOWER
TRUSTEE (RESIGNED 03/31/25)	3.0	0	Yes (X)		$0	$0	$0
W VERNON BURKE JR
TRUSTEE (DECEASED 12/4/24)	3.0	0	Yes (X)		$0	$0	$0
ALEX PARAISON HIRED 020325
VP REVENUE CYCLE	40.0	0		Yes (X)	$0	$0	$0
ANGIE E BUCKMEIER
VP, CNO	40.0	0		Yes (X)	$450,577	$0	$58,858
ASHLEY C GIVENS
VP DEVELOPMENT & EVENTS	39.0	1.0		Yes (X)	$183,773	$0	$74,142
DONALD E KATZ
VP FACILITIES & PROCESS DESIGN	40.0	0		Yes (X)	$373,649	$0	$181,774
FREDRIC D RICHMOND
SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25)	40.0	0		Yes (X)	$618,648	$0	$40,260
JENNY J JOHNSON
VP REVENUE CYCLE (RESIGNATION 10/25/24)	40.0	0		Yes (X)	$266,177	$0	$31,791
JEREMY L HOWELL
VP NORTH CAMPUS	40.0	0		Yes (X)	$325,961	$0	$60,130
KRISTINA L KEEVER-SMITH
SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25)	39.0	1.0		Yes (X)	$367,455	$0	$139,475
LESLIE A CLONCH JR
VP & CHIEF INFORMATION OFFICER	40.0	0		Yes (X)	$561,484	$0	$62,058
LORI L DALTON
SR VP & GENERAL COUNSEL	37.0	3.0		Yes (X)	$705,572	$0	$58,858
MARK RIORDAN
SVP PUBLIC RELATIONS (RESIGNED 2/4/26)	40.0	0		Yes (X)	$485,411	$0	$21,620
MATTHEW S CHANCE
SR VP, COO	40.0	0		Yes (X)	$724,741	$0	$64,534
MICHELLE C HAYS
SVP/CFO	38.0	2.0		Yes (X)	$705,283	$0	$61,483
ROBERT L WALKER
PRESIDENT & CEO	38.0	2.0		Yes (X)	$1,628,072	$0	$29,428
STACY MILLER
VP HUMAN RESOURCES	40.0	0		Yes (X)	$273,891	$0	$55,854
STEPHANIE K BRIGGER
VP DEVELOPMENT	40.0	0		Yes (X)	$296,603	$0	$156,339
BRANDON A RAMO MD
ASST COS	39.0	1.0			$908,692	$56,000	$62,058	Yes (X)
DANIEL J SUCATO MD MS
CHIEF OF STAFF	39.0	1.0			$1,915,798	$19,800	$187,228	Yes (X)
KARL E RATHJEN MD
ASST COS	30.0	2.0			$575,357	$12,400	$163,624	Yes (X)
PHILIP L WILSON MD
ASST COS/MED DIR NORTH CAMPUS	38.0	2.0			$1,532,307	$116,900	$178,538	Yes (X)
DAVID A PODESZWA MD
ORTHOPEDIC SURGEON	39.0	1.0			$1,738,588	$50,300	$181,679		Yes (X)
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	39.0	1.0			$1,191,406	$124,300	$58,858		Yes (X)
I-YUAN J CHANG MD
RADIOLOGIST	40.0	0			$886,269	$0	$30,659		Yes (X)
JOHN E ARVESEN MD
ORTHOPEDIC SURGEON	39.0	1.0			$869,798	$64,800	$68,979		Yes (X)
WILLIAM Z MORRIS MD
ORTHOPEDIC SURGEON	39.0	1.0			$889,963	$51,600	$58,858		Yes (X)
BENJAMIN S RICHARDS III MD
FRM CHIEF MEDICAL OFFICER (RET 06/30/21)	0.0	0.0			$138,522	$0	$159,952			Yes (X)
CHARLES E JOHNSTON II MD
FRM ASST CHIEF OF STAFF (RET 04/16/21)	0.0	0.0			$189,655	$0	$211,891			Yes (X)
JOHN A HERRING MD
CHIEF OF STAFF EMERITUS (RET 08/31/20)	0.0	0.0			$207,283	$0	$307,715			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$19,010,935	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$496,100	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,766,643	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	369	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
HC BECK LTD
1601 ELM STREET STE 2800	DALLAS	TX	75201	CONSTRUCTION	$26,398,283
KPMG
2323 ROSS AVE	DALLAS	TX	75201	CYBERSECURITY	$1,764,892
UT SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD	DALLAS	TX	753909029	MEDICAL SERVICES	$1,685,125
CHILDREN'S MEDICAL CENTER DALLAS
2330 INWOOD ROAD	DALLAS	TX	75235	MEDICAL SERVICES	$857,531
ARGUS PARTNERS LLC
1111 W CARRIER PKWY	GRAND PRAIRIE	TX	75050	IT SERVICES	$662,751	300

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	33	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$2,149,952	FundraisingAmt
Related Organizations	$326,663	RelatedOrganizationsAmt
Government Grants	$742,613	GovernmentGrantsAmt
All Other Contributions	$71,115,452	AllOtherContributionsAmt
Noncash Contributions	$36,235,726	NoncashContributionsAmt
Total Contributions	$74,334,680	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET OUTPATIENT REVENUE	622310	$84,196,598	$84,196,598
NET INPATIENT REVENUE	622310	$36,381,668	$36,381,668
OTHER PATIENT RELATED REVENUE	622310	$34,986,979	$34,986,979

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$155,565,245	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$134,156,883	TotalRevenueColumnAmt
Unrelated Business Revenue	-$233,613	UnrelatedBusinessRevenueAmt
Exclusion	$134,390,496	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$265,367,414	TotalRevenueColumnAmt
Exclusion	$265,367,414	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$640,473	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$640,473	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$640,473	TotalRevenueColumnAmt
Exclusion	$640,473	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$511,223,160	SecuritiesAmt
Other	$2,525,981	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$425,647,122	SecuritiesAmt
Other	$403,797	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$85,576,038	SecuritiesAmt
Other	$2,122,184	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$87,698,222	TotalRevenueColumnAmt
Unrelated Business Revenue	-$3,465	UnrelatedBusinessRevenueAmt
Exclusion	$87,701,687	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$564,778	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,149,952	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$983,321	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$418,543	TotalRevenueColumnAmt
Exclusion	-$418,543	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$20,000	GamingGrossIncomeAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,000	TotalRevenueColumnAmt
Exclusion	$20,000	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$6,177,662	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$1,904,742	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,272,920	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,152,748	UnrelatedBusinessRevenueAmt
Exclusion	$3,120,172	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
SURFACE DAMAGE/WATER SALES	110000	$22,327,905	$22,327,905
CAFETERIA /CATERING SALES	722310	$862,189	$862,189
OTHER REVENUE	900099	$757,959	$567,670	$190,289

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$172,303	TotalRevenueColumnAmt
Related Or Exempt Func Income	$172,303	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$24,120,356	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$745,757,650	TotalRevenueColumnAmt
Related Or Exempt Func Income	$179,495,312	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,105,959	UnrelatedBusinessRevenueAmt
Exclusion	$490,821,699	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,340,971	TotalAmt
Program Services	$4,340,971	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$14,051,392	TotalAmt
Program Services	$4,289,382	ProgramServicesAmt
Management And General	$8,553,184	ManagementAndGeneralAmt
Fundraising	$1,208,826	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$89,914	TotalAmt
Management And General	$89,914	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$121,106,712	TotalAmt
Program Services	$105,851,978	ProgramServicesAmt
Management And General	$11,980,615	ManagementAndGeneralAmt
Fundraising	$3,274,119	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$8,768,244	TotalAmt
Program Services	$7,353,443	ProgramServicesAmt
Management And General	$1,182,567	ManagementAndGeneralAmt
Fundraising	$232,234	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$18,416,811	TotalAmt
Program Services	$14,158,624	ProgramServicesAmt
Management And General	$3,749,153	ManagementAndGeneralAmt
Fundraising	$509,034	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$8,098,087	TotalAmt
Program Services	$6,765,207	ProgramServicesAmt
Management And General	$1,094,670	ManagementAndGeneralAmt
Fundraising	$238,210	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$552,121	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$547,836	ManagementAndGeneralAmt
Fundraising	$4,285	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$648,188	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$648,188	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$81,279	TotalAmt
Management And General	$81,279	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,612,433	TotalAmt
Management And General	$9,612,433	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$16,207,241	TotalAmt
Program Services	$12,065,502	ProgramServicesAmt
Management And General	$3,921,572	ManagementAndGeneralAmt
Fundraising	$220,167	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,722,404	TotalAmt
Program Services	$2,650,986	ProgramServicesAmt
Management And General	$1,238,002	ManagementAndGeneralAmt
Fundraising	$833,416	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,916,087	TotalAmt
Program Services	$5,784,238	ProgramServicesAmt
Management And General	$2,418,582	ManagementAndGeneralAmt
Fundraising	$713,267	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$18,001,927	TotalAmt
Program Services	$14,053,499	ProgramServicesAmt
Management And General	$3,242,507	ManagementAndGeneralAmt
Fundraising	$705,921	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$1,784,159	TotalAmt
Program Services	$1,784,159	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,249,334	TotalAmt
Program Services	$10,650,651	ProgramServicesAmt
Management And General	$2,286,832	ManagementAndGeneralAmt
Fundraising	$311,851	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,086,269	TotalAmt
Program Services	$839,077	ProgramServicesAmt
Management And General	$230,698	ManagementAndGeneralAmt
Fundraising	$16,494	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$395,579	TotalAmt
Program Services	$294,218	ProgramServicesAmt
Management And General	$93,351	ManagementAndGeneralAmt
Fundraising	$8,010	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$26,605,063	TotalAmt
Program Services	$16,816,408	ProgramServicesAmt
Management And General	$9,202,264	ManagementAndGeneralAmt
Fundraising	$586,391	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,737,184	TotalAmt
Program Services	$50,671	ProgramServicesAmt
Management And General	$1,686,513	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL & OTHER SUPPLIES	$25,777,505	$25,692,601	$84,904
BAD DEBT EXPENSE	$6,207,689	$6,207,689
RANCH OPERATIONS	$3,079,551			$3,079,551

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$313,536,144	TotalAmt
Program Services	$239,649,304	ProgramServicesAmt
Management And General	$64,939,711	ManagementAndGeneralAmt
Fundraising	$8,947,129	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,161,844	BOYAmt
EOY	$15,077,651	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$450,821	BOYAmt
EOY	$2,989,711	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$64,377,649	BOYAmt
EOY	$85,919,676	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$5,156,101	BOYAmt
EOY	$5,213,577	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$14,847,013	BOYAmt
EOY	$11,574,743	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$614,847,692	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$242,940,937	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$380,301,217	BOYAmt
EOY	$371,906,755	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$476,654,534	BOYAmt
EOY	$524,264,137	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$3,296,065,317	BOYAmt
EOY	$3,774,137,937	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$108,526,364	BOYAmt
EOY	$155,692,676	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,354,540,860	BOYAmt
EOY	$4,946,776,863	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,712,646	BOYAmt
EOY	$39,992,013	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$985,163	BOYAmt
EOY	$1,096,766	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,555,664	BOYAmt
EOY	$89,744,984	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$136,253,473	BOYAmt
EOY	$130,833,763	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,048,677,571	BOYAmt
EOY	$4,631,487,850	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$169,609,816	BOYAmt
EOY	$184,455,250	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,218,287,387	BOYAmt
EOY	$4,815,943,100	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,354,540,860	BOYAmt
EOY	$4,946,776,863	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$432,221,506	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$148,130,889	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$17,303,318	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

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)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$81,279	OtherActivitiesAmt
Total Lobbying Expenditures	$81,279	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	THE HOSPITAL RETAINED THE SERVICES OF GREENBERG, TRAURIG, LLP IN CONNECTION WITH STAYING ABREAST OF TEXAS LEGISLATIVE ACTIVITY FOR FY ENDING 09/30/2025 AND INCURRED $25,000 IN LEGAL FEES. OTHER EXPENSES INCLUDED ASSOCIATION DUES IN THE AMOUNT OF $53,340.50 AND TRAVEL EXPENSES IN THE AMOUNT OF $2,938.39 IN CONNECTION WITH A TRIP TO WASHINGTON, D.C. IN FEB. 2025 TO MEET WITH MEMBERS OF CONGRESS TO DISCUSS ISSUES PERTAINING TO PEDIATRIC HEALTH CARE.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,028,377,626	BeginningYearBalanceAmt
Contributions	$232,375,742	ContributionsAmt
Investment Earnings Or Losses	$288,899,577	InvestmentEarningsOrLossesAmt
Other Expenditures	$83,357,565	OtherExpendituresAmt
End Year Balance	$3,466,295,380	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,515,214,056	BeginningYearBalanceAmt
Contributions	$182,699,035	ContributionsAmt
Investment Earnings Or Losses	$418,845,905	InvestmentEarningsOrLossesAmt
Other Expenditures	$88,381,370	OtherExpendituresAmt
End Year Balance	$3,028,377,626	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,237,616,010	BeginningYearBalanceAmt
Contributions	$180,487,759	ContributionsAmt
Investment Earnings Or Losses	$210,388,633	InvestmentEarningsOrLossesAmt
Other Expenditures	$113,278,346	OtherExpendituresAmt
End Year Balance	$2,515,214,056	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,492,468,691	BeginningYearBalanceAmt
Contributions	$223,445,894	ContributionsAmt
Investment Earnings Or Losses	-$353,213,687	InvestmentEarningsOrLossesAmt
Other Expenditures	$125,084,888	OtherExpendituresAmt
End Year Balance	$2,237,616,010	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,216,104,723	BeginningYearBalanceAmt
Contributions	$2,500	ContributionsAmt
Investment Earnings Or Losses	$294,544,855	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,183,387	OtherExpendituresAmt
End Year Balance	$2,492,468,691	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.97	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.02	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$84,592,410	OtherCostOrOtherBasisAmt
Book Value	$84,592,410	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$413,883,412	OtherCostOrOtherBasisAmt
Depreciation	$162,360,595	DepreciationAmt
Book Value	$251,522,817	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,284,899	OtherCostOrOtherBasisAmt
Depreciation	$894,926	DepreciationAmt
Book Value	$389,973	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$110,631,992	OtherCostOrOtherBasisAmt
Depreciation	$77,152,832	DepreciationAmt
Book Value	$33,479,160	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,454,979	OtherCostOrOtherBasisAmt
Depreciation	$2,532,584	DepreciationAmt
Book Value	$1,922,395	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$371,906,755	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$179,274	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (9 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
CLOSELY-HELD EQUITY INTERESTS	$179,274	F
FINANCIAL DERIVATIVES
INVESTMENTS-OTHER SECURITIES
CAYMAN ISLANDS CORPORATION AND TRUST	$579,710,105	F
COMMON COLLECTIVE TRUSTS	$2,421,129,146	F
PARTNERSHIPS	$773,119,412	F
VALUE IN REG INV COMPANIES		F
GOVERNMENT SECURITIES		F
ASSETS LIMITED AS TO USE

Field	Value	IRS element (for citing)
Total Book Value Securities	$3,774,137,937	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
FEDERAL INCOME TAXES
OTHER LIABILITIES
RESTORATION	$47,296,156
OTHER DEFERRED RETIREMENT PLANS	$28,870,514
LEASE LIABILITIES	$2,340,458
OTHER LIABILITIES	$11,237,856

Field	Value	IRS element (for citing)
Total Liability	$89,744,984	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$0	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$0	TotalRevenuePerForm990Amt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS

THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE MEDICAL, RESEARCH AND EDUCATION PROGRAMS OF THE HOSPITAL.

SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE

U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOSPITAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE HOSPITAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITY. THE HOSPITAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENT. 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 2022.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$579,710,105
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	$46	CONFERENCE/TRAINING
NORTH AMERICA (CANADA & MEXICO ONLY)	PROGRAM SERVICES	$35,313	CONFERENCE/TRAINING
EUROPE (INCLUDING ICELAND AND GREENLAND)	PROGRAM SERVICES	$142,972	CONFERENCE/TRAINING
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICES	$1,449	CONFERENCE/TRAINING

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$579,889,885	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$579,889,885	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL; EAST ASIA AND THE PACIFIC-ACCRUAL; EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; NORTH AMERICA (CANADA & MEXICO ONLY)-ACCRUAL	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	ANNUAL GALA	Event1Nm
Gross Receipts Event1	$709,435	GrossReceiptsEvent1Amt
Charitable Contri Event1	$642,535	CharitableContriEvent1Amt
Gross Revenue Event1	$66,900	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$15,621	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$20,323	FoodAndBeverageEvent1Amt
Entertainment Event1	$24,852	EntertainmentEvent1Amt
Other Direct Expenses Event1	$21,375	OtherDirectExpensesEvent1Amt
Event2	GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$479,218	GrossReceiptsEvent2Amt
Charitable Contri Event2	$380,593	CharitableContriEvent2Amt
Gross Revenue Event2	$98,625	GrossRevenueEvent2Amt
Cash Prizes Event2	$1,100	CashPrizesEvent2Amt
Rent Facility Costs Event2	$72,318	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$47,316	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$69,692	OtherDirectExpensesEvent2Amt
Other Events Total	18	OtherEventsTotalCnt
Gross Receipts Other Events	$1,526,077	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$1,126,824	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$399,253	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$10,443	CashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$226,116	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$82,146	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$10,998	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$381,021	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,714,730	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,149,952	CharitableContributionsTotAmt
Gross Revenue Total Events	$564,778	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$11,543	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$314,055	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$149,785	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$35,850	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$472,088	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$983,321	DirectExpenseSummaryEventsAmt
Net Income Summary	-$418,543	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Volunteer Labor Bingo	0	VolunteerLaborBingoPct
Volunteer Labor Pull Tabs	0	VolunteerLaborPullTabsPct
Gross Revenue Other Gaming	$20,000	GrossRevenueOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	0	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$20,000	GrossRevenueTotalGamingAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	TX	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	THE STATE OF TEXAS DOES NOT REQUIRE A LICENSE FOR OCCASIONAL GAMING ACTIVITIES (UP TO FOUR PER YEAR).	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	JENNIFER DEASON	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2222 WELBORN STREET	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENNIFER DEASON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	RECORD KEEPING	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	1000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (true)	ExpensesExceedBudgetInd
Unable To Provide Care	false	UnableToProvideCareInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$36,938,133	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$9,513,280	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$27,424,853	NetCommunityBenefitExpnsAmt
Total Expense	0.08924	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$76,133,034	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$53,621,391	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$22,511,643	NetCommunityBenefitExpnsAmt
Total Expense	0.07325	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$113,071,167	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$63,134,671	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$49,936,496	NetCommunityBenefitExpnsAmt
Total Expense	0.16249	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$14,865,188	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$14,865,188	NetCommunityBenefitExpnsAmt
Total Expense	0.04837	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$11,057,069	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$11,057,069	NetCommunityBenefitExpnsAmt
Total Expense	0.03598	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$22,645,036	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,074,660	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$21,570,376	NetCommunityBenefitExpnsAmt
Total Expense	0.07019	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,240,893	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$4,240,893	NetCommunityBenefitExpnsAmt
Total Expense	0.01380	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$52,808,186	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,074,660	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$51,733,526	NetCommunityBenefitExpnsAmt
Total Expense	0.16833	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$165,879,353	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$64,209,331	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$101,670,022	NetCommunityBenefitExpnsAmt
Total Expense	0.33082	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,104,794	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$1,104,794	NetCommunityBenefitExpnsAmt
Total Expense	0.00359	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,104,794	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,104,794	NetCommunityBenefitExpnsAmt
Total Expense	0.00359	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$6,207,689	BadDebtExpenseAmt
Reimbursed By Medicare	$17,012	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$11,805	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$5,207	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2222 WELBORN ST	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75219	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.SCOTTISHRITEHOSPITAL.ORG	WebsiteAddressTxt
State License	000054	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Childrens Hospital	Yes (X)	ChildrensHospitalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Other	ORTHOPEDIC, NEURODEVELOPMENT & MUSCULOSKELETAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	25	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://scottishriteforchildren.org/wp-content/uploads/2025/09/SRC-2025-CHNA-Report.pdf	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	26	ImplementationStrategyAdptYr
Strategy Posted Website	false	StrategyPostedWebsiteInd
Strategy Attached	Yes (true)	StrategyAttachedInd
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	999.0	FPGFamilyIncmLmtDscntCarePct
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Other Actions Taken	Yes (X)	OtherActionsTakenInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr Prvt	Yes (X)	LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, LINE 3E
SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1	FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. SCOTTISH RITE FOR CHILDREN (SCOTTISH RITE) AND ASCENDIENT HEALTHCARE ADVISORS (ASCENDIENT) COLLABORATED TO ASSESS COMMUNITY NEEDS IN PREPARING THE ORGANIZATION'S 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT. IN CONDUCTING THE CHNA, PRIMARY AND SECONDARY DATA AND INPUT WERE GATHERED FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY SCOTTISH RITE, INCLUDING ITS PATIENT POPULATION, COMMUNITY LEADERS AND PARTNERS, AND THOSE WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH. PRIMARY DATA INCLUDED INFORMATION GATHERED FROM INTERNET-BASED AND PAPER SURVEYS AND FOCUS GROUPS WITH PATIENT FAMILIES, LOCAL ORGANIZATIONS, HEALTH SERVICE PROVIDERS, AND LEADERS WITHIN SCOTTISH RITE. SECONDARY DATA INCLUDED INFORMATION REGARDING DEMOGRAPHICS, HEALTH AND HEALTH CARE RESOURCES, BEHAVIORAL HEALTH, DISEASE TRENDS, AND COUNTY RANKINGS FOR THE COMMUNITY SERVED BY SCOTTISH RITE. DATA AND INPUT WERE ALSO GATHERED FROM INDIVIDUALS WITH SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, INCLUDING THOSE INVOLVED WITH UNDERSERVED AND MINORITY POPULATIONS THROUGH VARIOUS AFFILIATIONS. THE DATA COLLECTION AND ANALYSIS PROCESS BEGAN IN MAY 2025 AND CONTINUED THROUGH DEVELOPMENT OF THE DOCUMENT IN SEPTEMBER 2025. ASCENDIENT WORKED JOINTLY WITH SCOTTISH RITE LEADERSHIP TO DEVELOP A STRATEGIC APPROACH FOR COLLECTING COMMUNITY AND PATIENT FEEDBACK. COMMUNITY ENGAGEMENT AND FEEDBACK WERE OBTAINED IN SEVERAL WAYS: (A) PATIENT INTERNET-BASED AND PAPER SURVEYS DISTRIBUTED IN SCOTTISH RITE CLINICS, WITH PERSONAL ASSISTANCE FOR FAMILIES WHO NEEDED HELP UNDERSTANDING OR COMPLETING THE SURVEY; (B) PATIENT FAMILY FOCUS GROUPS; (C) INTERNET-BASED SURVEYS AND VIRTUAL INTERVIEWS WITH LEADERS FROM COMMUNITY PARTNERS; AND (D) SIGNIFICANT INPUT AND DIRECTION FROM SCOTTISH RITE LEADERSHIP AND THE STEERING COMMITTEE. ALL STAKEHOLDERS WERE ASKED TO PROVIDE FEEDBACK ABOUT THE HEALTH OF CHILDREN IN THE SCOTTISH RITE COMMUNITY AND THE FACTORS INFLUENCING THE HEALTH STATUS OF CHILDREN IN THE BROADER COMMUNITY. THE DATA WERE AGGREGATED BY SOURCE (I.E., PATIENTS, COMMUNITY LEADERS AND PARTNERS, AND SCOTTISH RITE LEADERSHIP) AND THEN ANALYZED TO UNDERSTAND THE CURRENT PERCEIVED HEALTH NEEDS IN THE COMMUNITY THROUGH THE LENS OF THOSE SERVED, THOSE WE COLLABORATE WITH, AND THOSE WHO LEAD US INTERNALLY. SCOTTISH RITE WAS ABLE TO GATHER AN ABUNDANCE OF PRIMARY DATA TO BETTER UNDERSTAND COMMUNITY HEALTH NEEDS AND THE ROLE SCOTTISH RITE PLAYS IN HELPING CHILDREN LEAD HEALTHY, HAPPY LIVES. LEVERAGING THESE SOURCES, THE STEERING COMMITTEE INCORPORATED INPUT FROM SCOTTISH RITE PATIENTS AND PATIENT FAMILIES, COMMUNITY LEADERS AND PARTNERS, AND SCOTTISH RITE LEADERS. THE SURVEY CAPTURED DETAILED EXPERIENCES OF LIVING WITH ORTHOPEDIC CONDITIONS AND RECEIVING SPECIALIZED PEDIATRIC CARE, FOCUSING ON PATIENT EXPERIENCE AND COMMUNITY HEALTH NEEDS FOR CHILDREN. SCOTTISH RITE DISTRIBUTED INTERNET-BASED AND PAPER PATIENT SURVEYS IN ENGLISH AND SPANISH FOR PATIENTS WHO MAY NOT HAVE INTERNET ACCESS AT HOME AND/OR WHO PREFER TO RESPOND IN SPANISH. ROUGHLY 26% OF PATIENT RESPONDENTS IDENTIFIED THEMSELVES AS HISPANIC OR LATINO OR AS BEING FROM A SPANISH-SPEAKING COUNTRY. ADDITIONALLY, 27% OF RESPONDENTS INDICATED THAT THE PATIENT HAS MEDICAID, AND ROUGHLY 10% INDICATED HAVING NO INSURANCE. FURTHER, 54% OF SURVEY RESPONDENTS INDICATED THAT CRAYON CARE, SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, WAS EITHER VERY HELPFUL OR ESSENTIAL TO OBTAINING CARE. A MAJORITY OF RESPONDENTS INDICATED THEY LIVED IN THE CHNA COMMUNITY, WHICH CONSISTS OF DALLAS, COLLIN, DENTON, TARRANT, KAUFMAN, ELLIS, ROCKWALL, AND GRAYSON COUNTIES. FEEDBACK FROM PATIENT FAMILIES WAS ALSO GATHERED DURING FOUR IN-PERSON FOCUS GROUPS: TWO HOSTED AT OUR DALLAS CAMPUS AND TWO HOSTED AT OUR FRISCO CAMPUS. IN TOTAL, WE HAD PARTICIPANTS ACROSS THE FOUR GROUPS, CONSISTING OF CURRENT AND FORMER PATIENTS, PARENTS, AND CAREGIVERS OF CHILDREN RECEIVING CARE AT SCOTTISH RITE. INTERPRETATION SERVICES WERE AVAILABLE FOR PARTICIPANTS PREFERRING TO COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. DISCUSSION TOPICS INCLUDED EXPERIENCES WITH CARE AT SCOTTISH RITE; BARRIERS TO ACCESSING PEDIATRIC HEALTH CARE; COMMUNITY HEALTH CHALLENGES AFFECTING CHILDREN; MENTAL HEALTH AND CHRONIC ILLNESS CONCERNS; COMMUNICATION AND FOLLOW-UP PROCESSES; AND SUGGESTIONS FOR EXPANDING SERVICES AND RESOURCES. PATIENTS WITH A VARIETY OF DIAGNOSES AND CONDITIONS WERE REPRESENTED, INCLUDING DEVELOPMENTAL AND CHRONIC CONDITIONS, SPORTS INJURIES, SCOLIOSIS, DYSLEXIA, AND COMPLEX MEDICAL NEEDS SUCH AS CEREBRAL PALSY AND PREMATURE BIRTH COMPLICATIONS. A MIX OF LONG-TERM PATIENTS AND NEWER FAMILIES, AND A RANGE OF AGES FROM TODDLERS TO TEENAGERS AND ADULTS, WERE REPRESENTED. INPUT WAS COLLECTED FROM KEY EXTERNAL STAKEHOLDERS THROUGH VIRTUAL INTERVIEWS AND ELECTRONIC SURVEYS. THESE KEY STAKEHOLDERS WERE DETERMINED BASED ON THEIR SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, THEIR INVOLVEMENT WITH UNDERSERVED AND MINORITY POPULATIONS OR THEIR AFFILIATION WITH LOCAL GOVERNMENT, SCHOOLS AND INDUSTRY. STAKEHOLDERS INCLUDED LEADERSHIP FROM DFW HOSPITAL COUNCIL, DALLAS ISD, RONALD MCDONALD HOUSE OF DALLAS AND OTHER LOCAL ORGANIZATIONS. THESE VIRTUAL INTERVIEWS WERE INTENDED TO ASCERTAIN OPINIONS AMONG INDIVIDUALS WHO ARE LIKELY TO BE KNOWLEDGEABLE ABOUT THE COMMUNITY AND INFLUENTIAL OVER THE OPINIONS OF OTHERS ABOUT HEALTH CONCERNS IN THE COMMUNITY. SECONDARY DATA ASSESSED FACTORS SUCH AS DEMOGRAPHICS; SOCIOECONOMIC INDICATORS (E.G., HOUSEHOLD INCOME AND POVERTY, INSURANCE COVERAGE, AND CHILDREN LIVING IN SINGLE-PARENT HOUSEHOLDS); AND HEALTH OUTCOMES RELEVANT TO THE SERVICES PROVIDED BY SCOTTISH RITE (E.G., RATES FOR CONDITIONS TREATED BY SCOTTISH RITE, THE NUMBER OF CHILDREN IN TEXAS WITH DISABILITIES, AND RATES FOR HEALTH ISSUES IDENTIFIED BY STAKEHOLDERS AND PATIENTS, SUCH AS ASTHMA AND OBESITY). KEY SOURCES FOR SECONDARY DATA ON THE COMMUNITY SERVED BY SCOTTISH RITE INCLUDED DATA MADE AVAILABLE BY PARTICIPATING ORGANIZATIONS AND NUMEROUS PUBLIC DATA SOURCES RELATED TO DEMOGRAPHICS; SOCIAL AND ECONOMIC DRIVERS OF HEALTH; HEALTH EQUITY; HEALTH STATUS AND DISEASE TRENDS; MENTAL AND BEHAVIORAL HEALTH TRENDS; AND MODIFIABLE HEALTH RISKS. SOME OF THE SECONDARY DATA SOURCES INCLUDED, BUT WERE NOT LIMITED TO, THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY, THE CDC, THE U.S. DEPARTMENT OF EDUCATION, THE AMERICAN COMMUNITY SURVEY OF THE U.S. CENSUS BUREAU, THE USDA, COUNTY HEALTH RANKINGS & ROADMAPS, AND THE OPPORTUNITY ATLAS. THE PROCESS OF DETERMINING THE PRIORITY HEALTH NEEDS FOR THE 2025 CHNA BEGAN WITH THE COLLECTION AND ANALYSIS OF HUNDREDS OF DATA POINTS. DATA WERE ORGANIZED TO IDENTIFY COMMON THEMES ACROSS SOURCES, DEVELOPING CATEGORIES AND FOCUS AREAS SUCH AS CLINICAL CARE WITH SUBCATEGORIES TO ACCESS CARE AND QUALITY OF CARE. GIVEN THE LARGE NUMBER OF INDIVIDUAL DATA MEASURES THAT WERE COLLECTED, ANALYZED AND INTERPRETED THROUGHOUT THIS PROCESS, IT WAS NOT FEASIBLE TO MAKE EACH OF THEM A PRIORITY. THE STEERING COMMITTEE USED A GROUP POLLING PROCESS TO PRIORITIZE HEALTH NEEDS OF THE REGION WHILE CONSIDERING THE FOLLOWING FACTORS: BURDEN, SCOPE, SEVERITY OR URGENCY OF THE HEALTH NEED; ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS, HEALTH DISPARITIES ASSOCIATED WITH THE HEALTH NEED; IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. ALTHOUGH SOME KEY HEALTH ISSUES WERE IDENTIFIED AS PRIORITY AREAS BY THE COMMUNITY AT LARGE, THESE NEEDS WERE NOT FOUND TO BE IN ALIGNMENT WITH SCOTTISH RITE'S PRIMARY MISSION AND STRATEGIC PLAN AS A PEDIATRIC ORTHOPEDIC SPECIALTY HOSPITAL.
SCHEDULE H, PART V, SECTION B, LINE 6B FACILITY , 1	FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. SCOTTISH RITE ENGAGED THE SERVICES OF ASCENDIENT TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATED WITH ASCENDIENT IN PRODUCING THE ORGANIZATION'S CHNA REPORT.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 1	FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. AS PART OF THE CHNA, SCOTTISH RITE AND ASCENDIENT GATHERED AND ANALYZED THE PRIMARY AND SECONDARY DATA TO IDENTIFY SIGNIFICANT HEALTH NEEDS FOR THE COMMUNITY SERVED BY SCOTTISH RITE. THE FOLLOWING HEALTH NEEDS WERE IDENTIFIED AND PRIORITIZED BY LEADERSHIP BASED ON THEIR OVERALL ASSESSMENT OF THE QUALITATIVE AND QUANTITATIVE DATA. AS A PEDIATRIC ORTHOPEDIC HOSPITAL AND AMBULATORY SURGICAL CENTER, SCOTTISH RITE FOCUSED ON THE IDENTIFIED AREAS WHERE THE ORGANIZATION CAN MOST EFFECTIVELY USE ITS EXPERTISE AND RESOURCES TO HAVE A SIGNIFICANT IMPACT. THESE THREE AREAS ARE: 1. ACCESS TO CARE 2. YOUTH MENTAL HEALTH 3. INJURY PREVENTION 1. ACCESS TO CARE: ACCESS TO CARE REPRESENTS A CRITICAL PRIORITY IN SCOTTISH RITE'S SERVICE AREA, EMERGING AS A MULTIFACETED CHALLENGE THAT AFFECTS FAMILIES' ABILITY TO RECEIVE TIMELY AND APPROPRIATE SPECIALTY ORTHOPEDIC CARE. THE SIGNIFICANCE OF ADDRESSING HEALTHCARE ACCESS BARRIERS IS UNDERSCORED BY THE COMPLEX INTERPLAY OF GEOGRAPHIC, COMMUNICATION, AND FINANCIAL OBSTACLES THAT DISPROPORTIONATELY IMPACT VULNERABLE POPULATIONS ACROSS THE EIGHT-COUNTY REGION. THE HEALTHCARE ACCESS LANDSCAPE IN SCOTTISH RITE'S SERVICE AREA REVEALS NOTABLE DISPARITIES THAT CREATE UNEQUAL OPPORTUNITIES FOR CHILDREN TO RECEIVE SPECIALIZED CARE. WHILE THE MAJORITY OF PATIENTS REPORT POSITIVE ACCESS EXPERIENCES AT SCOTTISH RITE, FAMILIES WHO DO ENCOUNTER BARRIERS FACE CHALLENGES THAT CAN DELAY TREATMENT, INTERRUPT CARE CONTINUITY, AND AFFECT LONG-TERM HEALTH OUTCOMES. THIS DATA DEMONSTRATES THAT WHILE MOST FAMILIES CAN SUCCESSFULLY ACCESS SCOTTISH RITE'S SERVICES, GEOGRAPHIC DISTANCE EMERGES AS THE PRIMARY BARRIER FOR THOSE WHO DO EXPERIENCE DIFFICULTIES, FOLLOWED BY WORK AND SCHOOL SCHEDULING CONFLICTS AND COST CONCERNS. ADDITIONALLY, OF THOSE WHO GAVE "OTHER" REASONS, MOST CITED COMMUNICATION AND CARE COORDINATION CHALLENGES. RESOURCES TO ADDRESS ACCESS TO CARE GEOGRAPHIC BARRIERS: GEOGRAPHIC LOCATION GREATLY IMPACTS ACCESS TO PEDIATRIC SPECIALTY CARE, WITH RURAL FAMILIES FACING COMPOUNDED CHALLENGES INCLUDING PROVIDER SHORTAGES, TRANSPORTATION LIMITATIONS, AND EXTENDED TRAVEL REQUIREMENTS. IN THIS ASSESSMENT, PRIMARY AND SECONDARY DATA AFFIRMED THAT HEALTH CARE RESOURCES ACROSS SCOTTISH RITE'S SERVICE AREA ARE UNEVENLY DISTRIBUTED, WITH RURAL COUNTIES SHOWING CONCERNING HEALTH DISPARITIES COMPARED TO MORE URBAN AREAS. DATA ALSO REVEALED THAT FAMILIES FACE BARRIERS SUCH AS LACK OF PERSONAL VEHICLES, DELAYS IN TRANSPORTATION ARRANGED BY MEDICAID, LONG TRAVEL TIMES FOR APPOINTMENTS, AND SIGNIFICANT TRAFFIC DELAYS COMMON TO THE SERVICE AREA. MANY FAMILIES TRAVEL FROM OUTSIDE THE LOCAL AREA FOR TREATMENT AT SCOTTISH RITE. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE OF DALLAS (RMHD), WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST TO PATIENT FAMILIES. WHEN RMH D DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. FAMILIES WITH MEDICAID MAY BE REIMBURSED BY MEDICAID FOR LODGING IN MANY SITUATIONS. THE WEBSITE HAS AN EXTENSIVE LIST OF HOTELS IN THE AREA. SOCIAL WORKERS ALSO HELP NAVIGATE OTHER LODGING ASSISTANCE OPTIONS AS AVAILABLE. FINANCIAL BARRIERS: SCOTTISH RITE IS COMMITTED TO ITS MISSION TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE FOR CHILDREN, WITHIN OUR SCOPE OF SERVICES, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, KNOWN AS CRAYON CARE, OFFERS CARE AT NO COST OR SIGNIFICANTLY DISCOUNTED COST TO ELIGIBLE FAMILIES. OUR FINANCIAL COUNSELORS STRIVE TO ENSURE THAT ALL FAMILIES ARE INFORMED AND FAMILIAR WITH THIS PROGRAM. ELIGIBILITY FOR CRAYON CARE IS BASED ON HOUSEHOLD INCOME AND MEDICAL EXPENSES, AND NO APPLICATIONS SUBMITTED BY ELIGIBLE FAMILIES ARE DENIED. SCOTTISH RITE HAS IMPLEMENTED MEASURES TO ENSURE THAT INFORMATION REGARDING THE CRAYON CARE POLICY IS COMMUNICATED IN VARIOUS WAYS. THIS INCLUDES POSTING INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM AT REGISTRATION, DISPLAYED IN PATIENT WAITING AREAS, MYCHART, PATIENT BILLING STATEMENTS, GOOD FAITH ESTIMATES, ON ITS WEBSITE AND OFFERED AT LEAST ANNUALLY TO FAMILIES AT THE TIME OF SIGNING THE REGISTRATION CONSENT DOCUMENTS. ADDITIONALLY, INFORMATION REGARDING SCOTTISH RITE'S CHARITY CARE PROGRAM IS PROVIDED UPON CHECK-IN FOR OUTPATIENT APPOINTMENTS, THROUGH OUTREACH BY FINANCIAL COUNSELORS PRIOR TO A PATIENT'S SCHEDULED PROCEDURES, AND ON POST-DISCHARGE BILLING STATEMENTS/COMMUNICATIONS. SCOTTISH RITE ALSO ENSURES INFORMATION REGARDING ITS SERVICES AND FINANCIAL ASSISTANCE POLICY IS COMMUNICATED ON A BROADER COMMUNITY LEVEL THROUGH EXTERNAL COMMUNICATIONS, INCLUDING IN PERSON OUTREACH AND WRITTEN PUBLICATIONS. SCOTTISH RITE PERFORMS COMMUNITY OUTREACH THROUGH SOCIAL WORK AND FAMILY SERVICES, PHYSICIAN EDUCATION AND COMMUNICATIONS TEAMS, PROVIDING INFORMATION ON SCOTTISH RITE'S SERVICES, HOW TO REQUEST AN APPOINTMENT AND INFORMATION ON THE CRAYON CARE/FINANCIAL ASSISTANCE PROGRAM. THIS INFORMATION IS PROVIDED TO VARIOUS COMMUNITY ORGANIZATIONS, COMMUNITY CLINICS, URGENT CARE CENTERS, PHYSICIAN ORGANIZATIONS AND PHYSICIAN OFFICES. ADDITIONAL DETAILS ON THE SPECIFIC WAYS THAT SCOTTISH RITE ENSURES PATIENTS OF THE ORGANIZATION AS WELL AS THE BROADER COMMUNITY ARE AWARE OF THE FINANCIAL ASSISTANCE AVAILABLE THROUGH THE CHARITY CARE POLICY ARE ADDRESSED IN SECTION VI, LINE 3 OF THIS SCHEDULE, BELOW. MORE DETAILED INFORMATION REGARDING OUR CRAYON CARE POLICY, APPLICATION, FINANCIAL ASSISTANCE SUMMARY AND OTHER FREQUENTLY ASKED QUESTIONS IS ALSO AVAILABLE AT THE ORGANIZATION'S WEBSITE AT SCOTTISHRITEFORCHILDREN.ORG. ALL FAMILIES ARE ENCOURAGED TO APPLY. OF NOTE, FROM OCTOBER 2024 THROUGH SEPTEMBER 2025, SCOTTISH RITE APPROVED CRAYON CARE APPLICATIONS FOR MORE THAN 16,900 PATIENT FAMILIES. FURTHERMORE, THROUGH OUR DEDICATED TEAM IN FAMILY SERVICES, WE ALSO PROVIDE INSURANCE ENROLLMENT ASSISTANCE TO UNDERINSURED/UNINSURED PATIENTS. IN ADDITION, SCOTTISH RITE PARTICIPATES IN A COMMUNITY RESOURCE COORDINATION GROUP (CRCG) MADE UP OF LOCAL PARTNERS AND COMMUNITY MEMBERS THAT WORK WITH PARENTS, CAREGIVERS, YOUTH AND ADULTS TO IDENTIFY AND COORDINATE SERVICES AND SUPPORT, INCLUDING FINANCIAL ASSISTANCE, INSURANCE COVERAGE, PRIMARY CARE AND SPECIALTY SERVICES, MENTAL AND BEHAVIORAL HEALTH CARE AND MORE. COMMUNICATION AND LANGUAGE BARRIERS : SCOTTISH RITE PROVIDES CARE TO A HIGHLY DIVERSE PATIENT POPULATION ENCOMPASSING NUMEROUS LANGUAGES, CULTURES AND LIVED EXPERIENCES. AS A RESULT, COMMUNICATION NEEDS INCLUDE LANGUAGE TRANSLATION BUT ALSO BROADER SUPPORTS, INCLUDING COMPETENCY, HEALTH LITERACY, AND GUIDANCE THROUGH COMPLEX HEALTHCARE PROCESSES. SCOTTISH RITE'S FAMILY SERVICES TEAM HELPS PATIENT FAMILIES TO ACCESS CARE IN THEIR PREFERRED LANGUAGE, RECEIVE SUPPORT AND LEARN ABOUT RESOURCES TO AID IN THE CARE OF THEIR CHILD, AND CONNECT WITH CARE AND SERVICES OUTSIDE THE WALLS OF SCOTTISH RITE. LANGUAGE TRANSLATION SERVICES ARE AVAILABLE IN SOME LANGUAGES IN-PERSON AT OUR DALLAS AND FRISCO CAMPUSES AND IN ALL LANGUAGES THROUGH VIRTUAL SUPPORT. IN FY25, SPANNING OVER 14,000 VISITS, AND REPRESENTING MORE THAN 3,900 PATIENTS, OUR FAMILY SERVICES TEAM PROVIDED INTERPRETATION SERVICES IN 36 DIFFERENT LANGUAGES. ENGLISH AND SPANISH ARE THE TWO MOST COMMON PRIMARY LANGUAGES FOR OUR PATIENTS, WITH ARABIC, CHINESE MANDARIN, VIETNAMESE, PUSHTO, DARI AND PORTUGUESE ALSO COMMONLY BEING REPRESENTED AMONGST THE SCOTTISH RITE PATIENT POPULATION. OTHER RESOURCES TO ADDRESS ACCESS TO CARE: WHEN A PATIENT'S NEEDS FALL OUTSIDE OF SCOTTISH RITE'S SCOPE OF SERVICES, OUR TEAM IDENTIFIES EXTERNAL RESOURCES THAT ARE AVAILABLE FOR CARE, FUNDING AND/OR EDUCATION. SCOTTISH RITE'S FAMILY SERVICES TEAM EXISTS TO HELP CONNECT CURRENT AND FORMER PATIENTS, WITH PROVIDERS AND ORGANIZATIONS THAT ARE WELL-EQUIPPED TO SERVE THEM. SCOTTISH RITE'S FAMILY RESOURCE CENTER ALSO CONNECTS FAMILIES WITH GRANTS FOR CARE OUTSIDE OF SCOTTISH RITE AND WORKS WITH EXTERNAL PROVIDERS TO COORDINATE OFFSITE CARE FOR LOW-INCOME SCOTTISH RITE PATIENTS. EXAMPLES OF EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ACCESS CARE INCLUDE BUT ARE NOT LIMITED TO: CHILDREN'S HEALTH UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER COOK CHILDREN'S MEDICAL CENTER COOK CHILDREN'S PEDIATRIC SPECIALTIES PROSPER MEDICAL CITY CHILDREN'S HOSPITAL BAYLOR INSTITUTE FOR IMMUNOLOGY RESEARCH *COMMUNITY RESOURCE COORDINATION GROUP
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 2	FACILITY , 2 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). IN ADDITION, SCOTTISH RITE COORDINATES WITH OUTSIDE VENDORS TO DELIVER DURABLE MEDICAL EQUIPMENT TO PATIENTS SUCH AS WHEELCHAIRS, WALKERS, CANES, CRUTCHES, BATHROOM EQUIPMENT, HOSPITAL BEDS AND PRESSURE RELIEF CUSHIONS. MEDICAL SUPPLIES USED FOR FEEDING, WOUND CARE, RESPIRATORY CARE AND/OR INCONTINENCE ARE ALSO ORDERED FOR FAMILIES USING OUTSIDE VENDORS. EXAMPLES OF THESE ORGANIZATIONS INCLUDE BUT ARE NOT LIMITED TO: ALLUMED HEALTHLINE MEDICAL, MEDCO MEDICAL PLUS SUPPLY SENDITO AVEANNA MAJORS MEDICAL SUPPLY *COOK CHILDREN'S HOME HEALTH SERVICES 2. YOUTH MENTAL HEALTH YOUTH MENTAL HEALTH REPRESENTS A SIGNIFICANT CONCERN ACROSS SCOTTISH RITE'S SERVICE AREA, CONSISTENTLY RANKING AMONG THE TOP HEALTH PRIORITIES IDENTIFIED BY BOTH COMMUNITY MEMBERS AND HEALTHCARE LEADERS. MULTIPLE DATA SOURCES CONFIRM THE PERCEPTION OF YOUTH MENTAL HEALTH AS A CRITICAL COMMUNITY HEALTH NEED, WITH EXTERNAL KEY LEADERS IDENTIFYING MENTAL HEALTH AS A MAJOR ISSUE AFFECTING PEDIATRIC POPULATIONS. STATEWIDE DATA REVEALS AN ALARMING SCOPE OF DEPRESSION, ANXIETY, AND SUICIDAL IDEATION AMONG TEXAS YOUTH, WITH RATES OF SUICIDAL CONSIDERATION AND PERSISTENT SADNESS IMPACTING YOUNG PEOPLE'S ABILITY TO ENGAGE IN NORMAL ACTIVITIES. THE PREVALENCE OF EMOTIONAL, BEHAVIORAL, AND DEVELOPMENTAL CONDITIONS AMONG CHILDREN HAS INCREASED SUBSTANTIALLY OVER RECENT YEARS, INDICATING A GROWING CRISIS THAT REQUIRES ATTENTION. COMMUNITY ENGAGEMENT REVEALED WIDESPREAD CONCERN REGARDING YOUTH MENTAL HEALTH ISSUES. FOCUS GROUP PARTICIPANTS NOTED MENTAL HEALTH CHALLENGES AS ONE OF THE MOST PREVALENT ISSUES AFFECTING CHILDREN IN THEIR COMMUNITIES, WITH THE TOPIC EMERGING IN ALL FOUR FOCUS GROUPS CONDUCTED THROUGH THE CHNA PROCESS. THESE PERCEPTIONS ARE SUPPORTED BY COMMUNITY ENGAGEMENT DATA AND LOCAL MENTAL HEALTH INDICATORS THAT MIRROR THESE CONCERNING STATEWIDE TRENDS. SOCIAL MEDIA AND TECHNOLOGY USE CONTRIBUTE TO MENTAL HEALTH CHALLENGES ACROSS ALL ECONOMIC LEVELS, CREATING CONTINUOUS OPPORTUNITIES FOR HARMFUL SOCIAL COMPARISON AND VALIDATION-SEEKING BEHAVIORS. FOCUS GROUP PARTICIPANTS NOTED HOW TECHNOLOGY WAS CHANGING CHILDHOOD EXPERIENCES AND AMPLIFYING EXISTING PRESSURES. SCREEN TIME DATA PROVIDES ADDITIONAL CONTEXT FOR UNDERSTANDING THESE IMPACTS. TEXAS STUDENTS SHOW CONCERNING LEVELS OF DAILY SCREEN TIME ACROSS ALL GRADE LEVELS, WITH SCREEN TIME INCREASING SIGNIFICANTLY AS STUDENTS ADVANCE THROUGH SCHOOL AND THE MAJORITY OF OLDER STUDENTS SPENDING EXTENSIVE TIME ON SCREENS OUTSIDE OF SCHOOL HOURS. THIS EXCESSIVE SCREEN TIME SERVES AS A CONTRIBUTING FACTOR TO MENTAL HEALTH CHALLENGES BY REDUCING FACE-TO-FACE SOCIAL INTERACTION AND INCREASING EXPOSURE TO POTENTIALLY HARMFUL CONTENT. THE IMPACT EXTENDS TO HEALTH BEHAVIORS, INCLUDING SLEEP, MOVEMENT AND EATING BEHAVIORS. COMMUNITY LEADERS SUGGESTED THAT TECHNOLOGY AND SOCIAL MEDIA LITERACY PROGRAMS FOR BOTH PARENTS AND CHILDREN COULD HELP MORE SAFELY NAVIGATE DIGITAL ENVIRONMENTS AND REDUCE TECHNOLOGY-RELATED MENTAL HEALTH IMPACTS. THE COVID-19 PANDEMIC'S LASTING IMPACT ON SOCIAL DEVELOPMENT HAS CREATED CHALLENGES FOR YOUNG PEOPLE'S ABILITY TO FORM MEANINGFUL PEER CONNECTIONS AND DEVELOP ESSENTIAL SOCIAL SKILLS. EXTERNAL KEY LEADERS NOTED CONCERNING PATTERNS IN SOCIAL SKILL DEVELOPMENT, PARTICULARLY AMONG CHILDREN WHO EXPERIENCED CRITICAL DEVELOPMENTAL PERIODS DURING ISOLATION. FOR CHILDREN WITH CHRONIC OR COMPLEX CONDITIONS SERVED BY SCOTTISH RITE, PEER SUPPORT CHALLENGES ARE PARTICULARLY PRONOUNCED. AS CHILDREN AGE, THE GAP BETWEEN THEIR EXPERIENCES AND THOSE OF THEIR PEERS OFTEN WIDENS, CREATING ISOLATION THAT COMPOUNDS MENTAL HEALTH CONCERNS. THE COMBINATION OF REDUCED FACE-TO-FACE SOCIAL INTERACTION, INCREASED SCREEN TIME, AND THE UNIQUE CHALLENGES OF MANAGING CHRONIC HEALTH CONDITIONS CREATES COMPLEX BARRIERS TO DEVELOPING HEALTHY PEER RELATIONSHIPS THAT ARE ESSENTIAL FOR EMOTIONAL WELLBEING. ADDITIONALLY, YOUTH WITH COMPLEX OR CHRONIC HEALTH CONDITIONS ARE ALSO AT INCREASED RISK FOR PEER VICTIMIZATION WHETHER IN PERSON OR ONLINE. DEPRESSION AND ANXIETY ARE PERCEIVED AS THE MOST PREVALENT MENTAL HEALTH CONCERNS AFFECTING CHILDREN AND ADOLESCENTS IN SCOTTISH RITE'S SERVICE AREA. THESE CONDITIONS OFTEN CO-OCCUR AND CREATE MAJOR BARRIERS TO CHILDREN'S OVERALL HEALTH, ACADEMIC SUCCESS, AND SOCIAL DEVELOPMENT. THE RELATIONSHIP BETWEEN CHRONIC PHYSICAL CONDITIONS AND MENTAL HEALTH EMERGED AS A PARTICULARLY RELEVANT CONCERN FOR SCOTTISH RITE'S PATIENT POPULATION. THE INTERSECTION OF CHRONIC ILLNESS AND MENTAL HEALTH CREATES CHALLENGES FOR CHILDREN WHO MAY APPEAR HEALTHY TO OTHERS. THIS 'INVISIBLE ILLNESS' PHENOMENON CREATES ADDITIONAL LAYERS OF STIGMA AND MISUNDERSTANDING. COMMUNITY MEMBERS ALSO NOTED PERSISTENT SOCIETAL ATTITUDES THAT DISMISS CHILDHOOD MENTAL HEALTH CONCERNS. THE YOUTH MENTAL HEALTH CRISIS IN SCOTTISH RITE'S SERVICE AREA DEMANDS URGENT, COMPREHENSIVE INTERVENTION FOCUSING ON DEPRESSION, ANXIETY, AND SUICIDE PREVENTION. WHILE MENTAL HEALTH CONCERNS AFFECT CHILDREN ACROSS ALL DEMOGRAPHIC GROUPS AND REPRESENT THE COMMUNITY'S TOP HEALTH PRIORITY, THE SPECIFIC CHALLENGES OF SOCIAL MEDIA IMPACTS, ACADEMIC PRESSURE AND SPORT-RELATED ANXIETY REQUIRE TARGETED APPROACHES. PARENTS AND COMMUNITY MEMBERS CONSISTENTLY SUGGESTED THAT CULTURAL ATTITUDES PRIORITIZE PERFORMANCE, BOTH ACADEMIC AND SPORTS BASED, OVER YOUTH WELLBEING. THE ALARMING STATEWIDE STATISTICS ON YOUTH SUICIDAL IDEATION AND PERSISTENT SADNESS UNDERSCORE THE CRITICAL NEED FOR IMMEDIATE ACTION. SCOTTISH RITE IS UNIQUELY POSITIONED TO ADVANCE INTEGRATED CARE APPROACHES THAT ADDRESS BOTH THE PHYSICAL AND PSYCHOLOGICAL ASPECTS OF PEDIATRIC HEALTH. FOR AN ORTHOPEDIC HOSPITAL, ADDRESSING MENTAL HEALTH CONCERNS IS ESSENTIAL NOT ONLY FOR COMMUNITY WELLBEING BUT ALSO FOR OPTIMAL TREATMENT OUTCOMES, AS PSYCHOLOGICAL FACTORS SIGNIFICANTLY IMPACT PAIN MANAGEMENT, RECOVERY PROCESSES, AND LONG TERM ORTHOPEDIC HEALTH. RESOURCES TO ADDRESS YOUTH MENTAL HEALTH OUR PSYCHOLOGY DEPARTMENT INCLUDES FORMALLY TRAINED AND LICENSED PEDIATRIC PSYCHOLOGISTS WHO ARE FOCUSED ON PROMOTING THE HEALTH AND WELL-BEING OF CHILDREN AND ADOLESCENTS WITH CHRONIC ILLNESSES OR COMPLEX MEDICAL CONDITIONS. OUR TEAM APPLIES THEIR TRAINING AS CLINICAL HEALTH PSYCHOLOGISTS TO THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF PEDIATRIC PATIENTS. DIRECT CLINICAL INPATIENT AND OUTPATIENT SERVICES ARE PROVIDED TO SCOTTISH RITE PATIENTS, ALONG WITH THEIR FAMILIES AND CAREGIVERS. WHILE OUR PSYCHOLOGISTS ARE PRIMARILY INVOLVED IN CLINICAL CARE, THEY ALSO CONTRIBUTE TO RESEARCH AND PROVIDE TRAINING TO FUTURE PEDIATRIC PSYCHOLOGISTS, MEDICAL TRAINEES AND ALLIED HEALTH PROFESSIONALS. WE ALSO HAVE A TEAM OF DEDICATED LICENSED CLINICAL SOCIAL WORKERS WHOSE PRIMARY ROLE IS MANAGING OUR SCREENING AND RESPONSE PROCESSES FOR PATIENTS AT RISK OF SELF-HARM. IN FY25, 29,961 ASK SUICIDE SCREENING QUESTIONNAIRES (ASQ) WERE COMPLETED BY OUR PATIENTS. WHEN A PATIENT IS SCREENED AND IDENTIFIED TO BE AT-RISK, THEY ARE CONNECTED TO APPROPRIATE RESOURCES FOR THEIR CLINICAL NEEDS. ADDITIONALLY, IN 2023, SCOTTISH RITE FOR CHILDREN BEGAN SCREENING TO IDENTIFY PATIENTS WITH SOCIAL DRIVERS OF HEALTH RISKS BY USING A 10-QUESTION SURVEY ACROSS FIVE DOMAINS (CAREGIVER EDUCATION AND WORK, FINANCIAL RESOURCE STRAIN, FOOD INSECURITY, HOUSING STABILITY AND TRANSPORTATION NEEDS). DURING FY2025, MORE THAN 32,000 PATIENTS WERE SCREENED, AND MORE THAN 700 REFERRALS WERE MADE TO THE SOCIAL SERVICES DEPARTMENT. FOR EACH REFERRAL, SOCIAL WORKERS EVALUATE THE PATIENT'S SITUATION AND DETERMINE WHAT RESOURCES ARE AVAILABLE TO REDUCE THE CHANCE OF THEIR HIGH-RISK SOCIAL DETERMINANT OF HEALTH IMPACTING THEIR HEALTH OUTCOMES. SCOTTISH RITE RECOGNIZES THAT BEING INVOLVED IN COMMUNITY BUILDING CAN SUPPORT THE MENTAL HEALTH OF OUR PATIENTS BY FOSTERING A SENSE OF BELONGING, SOCIAL CONNECTION, AND EMOTIONAL SUPPORT, WHICH CAN REDUCE FEELINGS OF ISOLATION AND PROMOTE RESILIENCE DURING ILLNESS OR TREATMENT. THE THERAPEUTIC RECREATION DEPARTMENT HELPS CHILDREN WHO HAVE A CHRONIC MEDICAL CONDITION OR A DISABILITY DEVELOP SKILLS AND KNOWLEDGE NEEDED TO BE INVOLVED IN RECREATION AND LEISURE ACTIVITIES. SCOTTISH RITE HOSTS SEVERAL PROGRAMS, CAMPS AND SUPPORT GROUPS THROUGHOUT THE YEAR, INCLUDING TENNIS ALL-STARS, LEARN TO GOLF, CAMP JOINT ADVENTURE, RITE MOVES, AND THE HAND IN HAND SUPPORT GROUP, DESIGNED TO EMPOWER PARTICIPANTS IN THE DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 3	FACILITY , 3 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). 3. INJURY PREVENTION NATIONALLY, MORE THAN 3.5 MILLION CHILDREN AGES 14 AND YOUNGER ARE INJURED ANNUALLY WHILE PLAYING SPORTS OR PARTICIPATING IN RECREATIONAL ACTIVITIES, WITH SPORTS REPRESENTING THE LEADING CAUSE OF INJURY IN YOUTH - ACCOUNTING FOR ALMOST ONE-THIRD OF ALL CHILDHOOD INJURIES. INJURY PREVENTION REPRESENTS A CRITICAL HEALTH PRIORITY IN SCOTTISH RITE'S SERVICE AREA, EMERGING AS THE SECOND-HIGHEST PRIORITY ISSUE IDENTIFIED THROUGH COMMUNITY ENGAGEMENT AND PRIORITIZATION PROCESSES. THE SIGNIFICANCE OF THIS ISSUE IS UNDERSCORED BY THE HIGH PREVALENCE OF SPORTS PARTICIPATION AMONG CHILDREN AND ADOLESCENTS IN THE REGION, CREATING BOTH MEANINGFUL OPPORTUNITIES FOR PREVENTION IMPACT AND URGENT NEED FOR INTERVENTION. PRIMARY DATA REVEALED THE SUBSTANTIAL SCOPE OF INJURY-RELATED CARE NEEDS, WITH SPORTS MEDICINE REPRESENTING A MAJOR CLINICAL SERVICE AREA AND STAFF REPORTING THAT ADDRESSING ACUTE INJURIES IS THE BIGGEST NEED, HIGHLIGHTING THE CENTRAL ROLE INJURY PREVENTION COULD PLAY IN IMPROVING COMMUNITY HEALTH OUTCOMES. BEYOND ACUTE SPORTS INJURIES, COMMUNITY ASSESSMENT DATA REVEALS GROWING CONCERNS ABOUT HOW EMERGING CHRONIC DISEASES IN PEDIATRIC POPULATIONS MAY INCREASE INJURY RISK AND COMPLICATE RECOVERY PROCESSES. THE INTERSECTION OF CHRONIC DISEASE AND INJURY PREVENTION CREATES COMPLEX CHALLENGES THAT REQUIRE COMPREHENSIVE APPROACHES. STATE DATA UNDERSCORES CONCERNING TRENDS IN CHILDHOOD OBESITY RATES, WHICH HAVE RISEN STEADILY OVER RECENT YEARS. SCOTTISH RITE'S SERVICE AREA MIRRORS THESE PATTERNS, WITH IMPLICATIONS FOR INJURY RISK AND RECOVERY AMONG YOUNG ATHLETES. PHYSICAL INACTIVITY REPRESENTS A KEY BARRIER TO WEIGHT MANAGEMENT AND OVERALL HEALTH AMONG TEXAS CHILDREN. COMMUNITY HEALTHCARE LEADERS DESCRIBED THE DIRECT ORTHOPEDIC IMPACTS THEY ARE OBSERVING IN PRACTICE. LEADERS DESCRIBED THE CORRELATION BETWEEN PEDIATRIC OBESITY AND LACK OF PHYSICAL ACTIVITY. BROADER PATTERNS HAVE BEEN ESTABLISHED WITH CHRONIC CONDITIONS AFFECTING YOUNG PEOPLE'S INJURY SUSCEPTIBILITY, HEALING CAPACITY, AND LONG-TERM PARTICIPATION IN PHYSICAL ACTIVITIES. THE CYCLE BETWEEN CHRONIC CONDITIONS, PHYSICAL INACTIVITY, AND INCREASED INJURY RISK CREATES COMPLEX CHALLENGES THAT REQUIRE COMPREHENSIVE PREVENTION APPROACHES. NATIONAL DATA REVEALS STRIKING GENDER DIFFERENCES IN SPORTS INJURY PATTERNS, PARTICULARLY FOR ACL INJURIES, WHICH REPRESENT ONE OF THE MOST SERIOUS CONCERNS IN YOUTH SPORTS. ACL INJURIES AMONG HIGH SCHOOL ATHLETES HAVE INCREASED 26% OVER THE PAST 15 YEARS (2007-2022), WITH THE CURRENT RATE AT 7.3 INJURIES PER 100,000 ATHLETE EXPOSURES. THE GENDER DISPARITY IS PARTICULARLY ALARMING: GIRLS' SPORTS HAVE EXPERIENCED A 32.3% INCREASE IN ACL INJURIES COMPARED TO 14.5% FOR BOYS' SPORTS, WITH GIRLS HAVING FOUR TIMES HIGHER ACL INJURY RATES THAN BOYS IN COMPARABLE SPORTS. THESE PATTERNS HIGHLIGHT THE CRITICAL NEED FOR GENDER-SPECIFIC INJURY PREVENTION STRATEGIES AND COACHING EDUCATION THAT ADDRESSES THE UNIQUE BIOMECHANICAL RISK FACTORS AFFECTING FEMALE ATHLETES. RESOURCES TO ADDRESS INJURY PREVENTION IN FY25, A MULTIDISCIPLINARY WORKGROUP WAS ESTABLISHED TO DEVELOP A COMPREHENSIVE INJURY PREVENTION PROGRAM IN RESPONSE TO A DEMONSTRATED COMMUNITY NEED TO REDUCE SPORTS-RELATED INJURIES AND PROMOTE LONG-TERM HEALTH AMONG YOUNG ATHLETES. THIS INITIATIVE BRINGS TOGETHER RESEARCHERS, PHYSICIANS, COACHES, ATHLETIC TRAINERS, OUTREACH PROFESSIONALS, AND ADMINISTRATIVE STAFF TO IMPLEMENT A COORDINATED, EVIDENCE-BASED APPROACH STRUCTURED AROUND THREE FUNCTIONAL COMPONENTS: RESEARCH, ATHLETE DEVELOPMENT AND OUTREACH. SPORTS-RELATED INJURIES IN YOUTH ATHLETES REPRESENT A SIGNIFICANT AND ONGOING COMMUNITY HEALTH CONCERN, WITH MANY INJURIES BEING PREVENTABLE THROUGH PROPER TRAINING, EARLY RISK IDENTIFICATION, AND ACCESS TO EVIDENCE-BASED RESOURCES. COMMUNITY PARTNERS INCLUDING SCHOOLS, COACHES, AND YOUTH SPORTS ORGANIZATIONS OFTEN FACE GAPS IN ACCESS TO STANDARDIZED INJURY PREVENTION PROGRAMMING, BIOMECHANICAL EXPERTISE, AND PRACTICAL TOOLS THAT CAN BE CONSISTENTLY IMPLEMENTED IN REAL-WORLD SETTINGS. ADDITIONALLY, VARIABILITY IN TRAINING PRACTICES AND LIMITED AWARENESS OF INJURY RISK FACTORS CAN INCREASE THE LIKELIHOOD OF OVERUSE INJURIES AND DELAYED RECOVERY. THIS PROGRAM IS DESIGNED TO ADDRESS THESE GAPS BY PROVIDING ACCESSIBLE, RESEARCH-DRIVEN SOLUTIONS THAT SUPPORT SAFE ATHLETIC PARTICIPATION AND PROMOTE LONG-TERM PHYSICAL HEALTH AMONG YOUTH ACROSS THE SERVICE AREA. RESEARCH IS LED BY THE MOVEMENT SCIENCE LABORATORY (MSL) AND SERVES AS THE SCIENTIFIC FOUNDATION OF THE PROGRAM. THE MSL CONDUCTS APPLIED SPORTS PERFORMANCE ASSESSMENTS AND INJURY PREVENTION RESEARCH USING ADVANCED 3D MOTION CAPTURE AND BIOMECHANICAL ANALYSIS TO EVALUATE MOVEMENT PATTERNS ASSOCIATED WITH INJURY RISK. IN FY2025, THE MSL COMPLETED 125 ATHLETE ASSESSMENTS, INCLUDING 111 PROVIDED AT NO COST, IMPROVING ACCESS TO SPECIALIZED EVALUATION SERVICES FOR YOUTH ATHLETES. RESEARCH ACTIVITIES INCLUDE BOTH INDIVIDUAL AND TEAM-BASED ASSESSMENTS, AS WELL AS SPORT-SPECIFIC STUDIES EXAMINING MOVEMENT MECHANICS, STRENGTH, COORDINATION, AND STABILITY. FINDINGS FROM THESE EFFORTS INFORM THE DEVELOPMENT AND ONGOING ANALYSIS OF EVIDENCE-BASED INJURY PREVENTION STRATEGIES. ATHLETE DEVELOPMENT SERVES AS THE PROGRAM'S IMPLEMENTATION STRATEGY, TRANSLATING RESEARCH FINDINGS INTO EVIDENCE-BASED PRACTICES THAT ARE ACCESSIBLE AND APPLICABLE ACROSS THE COMMUNITY. SCOTTISH RITE IS DEVELOPING AN ATHLETE DEVELOPMENT PROGRAM WHICH IS GROUNDED IN EVIDENCE AND IS DESIGNED TO SUPPORT INJURY PREVENTION. DATA COLLECTED THROUGH BIOMECHANICAL ANALYSIS AND ATHLETE ASSESSMENTS ARE USED TO DESIGN STRUCTURED WARM-UP ROUTINES, TRAINING PROTOCOLS, AND PERFORMANCE INTERVENTIONS THAT ARE ACCESSIBLE AND PRACTICAL FOR COMMUNITY USE. THESE OFFERINGS ARE DESIGNED FOR INTEGRATION INTO YOUTH SPORTS SETTINGS INCLUDING SCHOOLS, TEAMS, AND RECREATIONAL LEAGUES AND AIM TO IMPROVE STRENGTH, RESILIENCE, COORDINATION, AND OVERALL SPORTS PERFORMANCE WHILE REDUCING INJURY RISK. BY COMBINING INJURY PREVENTION STRATEGIES WITH SPORTS PERFORMANCE, THIS COMPONENT INCREASES COMMUNITY ACCESS AND INTEREST TO SCIENCE-BASED TRAINING RESOURCES AND SUPPORTS SAFER ATHLETIC PARTICIPATION. OUTREACH FOCUSES ON COMMUNITY ENGAGEMENT, EDUCATION, AND EQUITABLE ACCESS TO INJURY PREVENTION RESOURCES. THE SPORTS MEDICINE OUTREACH TEAM ACTIVELY COLLABORATES WITH COMMUNITY STAKEHOLDERS INCLUDING SCHOOLS, COACHES, ATHLETIC TRAINERS, YOUTH SPORTS ORGANIZATIONS, AND PARTNERS SUCH AS THE YMCA TO ASSESS LOCAL NEEDS AND TAILOR PROGRAMMING ACCORDINGLY. OUTREACH EFFORTS EMPHASIZE EXPANDING EDUCATIONAL ACCESS BY NOT ONLY SHARING EVIDENCE-BASED INFORMATION BUT TRULY DISSEMINATING IT IN WAYS THAT ARE CLEAR, PRACTICAL AND ACTIONABLE FOR COMMUNITY MEMBERS. THIS INCLUDES INJURY PREVENTION WORKSHOPS, ON-SITE SCREENINGS, EDUCATIONAL PRESENTATIONS, AND IMPLEMENTATION SUPPORT FOR COMMUNITY-BASED PROGRAMS. THESE INITIATIVES ARE DESIGNED TO EQUIP ATHLETES, PARENTS, COACHES, AND EDUCATORS WITH THE KNOWLEDGE AND TOOLS NEEDED TO RECOGNIZE INJURY RISK, IMPLEMENT SAFE TRAINING PRACTICES, AND INTEGRATE PREVENTION STRATEGIES INTO DAILY ATHLETIC ACTIVITIES. THE TEAM WORKS DIRECTLY WITH PARTNERS TO SUPPORT ADOPTION AND IMPLEMENTATION IN THEIR UNIQUE SETTINGS, REDUCING BARRIERS TO ACCESS AND ENSURING RESOURCES ARE BOTH PRACTICAL AND SUSTAINABLE WITHIN THE COMMUNITY. IN ADDITION, THE ORGANIZATION ANNUALLY HOSTS A BIKE RODEO AND CHILD SAFETY DAY, WHICH IS HELD AT NO CHARGE TO PARTICIPANTS AND IS FOCUSED ON SAFETY EDUCATION AND INJURY PREVENTION. SCOTTISH RITE REGULARLY ENGAGES WITH THE COMMUNITY, EDUCATION YOUNG ATHLETES, PARENTS, COACHES AND SCHOOL DISTRICTS ABOUT SPORTS SAFETY, INJURY PREVENTION AND CONCUSSION MANAGEMENT AT HEALTH FAIRS AND COACHING CLINICS. BY INTEGRATING RESEARCH, PRACTICAL APPLICATION, AND COMMUNITY ENGAGEMENT, THE INJURY PREVENTION PROGRAM AIMS TO REDUCE THE INCIDENCE OF SPORTS-RELATED INJURIES, EXPAND ACCESS TO PREVENTIVE SERVICES, AND SUPPORT THE LONG-TERM HEALTH AND WELL-BEING OF YOUNG ATHLETES ACROSS THE SERVICE AREA.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 4	FACILITY , 4 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). OTHER BENEFITS: IN ADDITION TO ITS CORE ORTHOPEDIC SERVICES AND ADDRESSING THE NEEDS ARTICULATED, SCOTTISH RITE PROVIDES A NUMBER OF OTHER SERVICES TO THE COMMUNITY AS DESCRIBED BELOW: FRACTURE CLINIC: THE FRACTURE CLINIC SPECIALIZES IN THE DIAGNOSIS, MANAGEMENT AND TREATMENT OF NEW FRACTURES. THE CLINIC PROVIDES INCREASED ACCESS WITHSAME-DAY OR NEXT-DAY APPOINTMENTS. IN FY 2025, THERE WERE MORE THAN 14,900 OUTPATIENT CLINIC VISITS. NEUROLOGY AND REHABILITATION MEDICINE: THE NEUROLOGY AND REHABILITATION MEDICINE DEPARTMENT AT SCOTTISH RITE PROVIDES CARE FOR ORTHOPEDIC PATIENTS WHO ALSO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES, SUCH AS DEVELOPMENTAL DELAY, CEREBRAL PALSY, BRAIN MALFORMATIONS, EPILEPSY AND OTHER CONDITIONS DUE TO BRAIN, SPINAL CORD AND PERIPHERAL NERVE ABNORMALITIES. THE INSTITUTION HAS SPECIALIZED CLINICS TAILORED TO THE SPECIFIC NEEDS OF CHILDREN WITH THESE NEUROLOGICAL CONDITIONS. IN FY2025, THERE WERE MORE THAN 3,000 OUTPATIENT CLINIC VISITS. PEDIATRIC DEVELOPMENTAL DISABILITIES: THE PEDIATRIC DEVELOPMENTAL DISABILITIES DEPARTMENT AT SCOTTISH RITE PROVIDES CARE FOR PATIENTS WHOSE ORTHOPEDIC PROBLEMS ARE ACCOMPANIED BY OTHER PEDIATRIC MEDICAL CONDITIONS. DEVELOPMENTAL DISABILITIES IS A BROAD TERM USED TO DESCRIBE A VARIETY OF CONDITIONS THAT CHILDREN ARE BORN WITH OR ACQUIRE. CHILDREN WITH DEVELOPMENTAL DISABILITIES OFTEN HAVE PHYSICAL, SOCIAL, LEARNING OR BEHAVIORAL CHALLENGES. SOME OF THE PEDIATRIC DEVELOPMENTAL DISABILITIES ASSOCIATED WITH ORTHOPEDIC CONDITIONS INCLUDE SPINA BIFIDA, CEREBRAL PALSY (LIMITED TO RELATED ORTHOPEDIC CONDITIONS) AND CERTAIN GENETIC CONDITIONS WITH ORTHOPEDIC COMPLICATIONS. THE DEPARTMENT TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE PATIENT-CENTERED CARE FOR THESE CHILDREN. THE STAFF INCLUDES PHYSICIANS WHOSE SUB-SPECIALTY IS NEURO-DEVELOPMENTAL DISABILITIES, DIETICIANS, PHYSICAL, OCCUPATIONAL, THERAPEUTIC AND RESPIRATORY THERAPISTS AND NURSE PRACTITIONERS. IN ADDITION TO WORKING WITH THE CHILD, THE DEPARTMENT FOCUSES ON TEACHING FAMILY MEMBERS ABOUT THE CONDITION AND HOW THEY CAN HELP THE CHILD ATTAIN OPTIMAL PHYSICAL, MENTAL AND SOCIAL HEALTH. IN FY2025, THERE WERE MORE THAN 3,100 OUTPATIENT CLINIC VISITS. ORTHOTICS AND PROSTHETICS: THE ORTHOTICS AND PROSTHETICS (O&P) DEPARTMENT AT SCOTTISH RITE PROVIDES STATE-OF-THE-ART, CUSTOM-MADE ORTHOSES AND PROSTHESES FOR PATIENTS WITH SPECIAL ORTHOPEDIC NEEDS. THE ORTHOTISTS AND PROSTHETISTS PROVIDE COMPREHENSIVE CARE THROUGH CONSULTATIONS, MEASURING, CASTING AND MOLDING, FITTING, ALIGNMENT, FABRICATION AND FOLLOW UP VISITS AT THE DALLAS AND FRISCO CAMPUSES. SINCE THE O&P TEAM IS ONSITE, THEY HAVE THE ABILITY TO COLLABORATE WITH DOCTORS, THERAPISTS AND OTHER MEDICAL STAFF DURING THE CHILD'S VISITS. IN OPERATION FOR MORE THAN 40 YEARS, DURING FY2025, THE SCOTTISH RITE O&P DEPARTMENT FITTED MORE THAN 7,300 PROSTHETIC AND ORTHOTIC DEVICES. PSYCHOLOGY: THE PSYCHOLOGY DEPARTMENT IS COMPRISED OF PEDIATRIC PSYCHOLOGISTS AND FELLOWS WHO HAVE EXPERTISE IN WORKING WITH CHILDREN WITH COMPLEX MEDICAL CONDITIONS, INJURIES AND REHABILITATION. PSYCHOLOGY PROVIDES QUALITY PSYCHOLOGICAL INTERVENTION AND CONSULTATION, IN COLLABORATION WITH THE MEDICAL TEAM, TO IMPROVE PATIENT CARE FOR CHILDREN AND ADOLESCENTS WITH HEALTH-RELATED CONDITIONS AND SPORT INJURIES. PSYCHOLOGISTS WORK SIDE-BY-SIDE WITH WORLD-RENOWNED PEDIATRIC ORTHOPEDIC SURGEONS, SPORTS MEDICINE PHYSICIANS AND OTHER CLINICAL TEAM MEMBERS TO PROVIDE CARE FOR THE WHOLE CHILD. PSYCHOLOGISTS COORDINATE AND PARTICIPATE IN INTERDISCIPLINARY HEALTH CARE, RELATED TEAMS, COMMITTEES AND RESEARCH. DIRECT SERVICES ARE PROVIDED TO SCOTTISH RITE PATIENTS, THEIR FAMILIES AND CAREGIVERS ON AN INPATIENT AND OUTPATIENT BASIS, AND IN FY2025, THERE WERE MORE THAN 2,000 PATIENT VISITS. DENTAL: ORAL HEALTH IS AN IMPORTANT PART OF OVERALL HEALTH CARE THAT CAN AFFECT PATIENT OUTCOMES. MANY CHILDREN AT SCOTTISH RITE ARE MEDICALLY COMPLEX AND ARE NOT ABLE TO RECEIVE DENTAL CARE IN A PRIVATE PRACTICE SETTING. THE SCOTTISH RITE DENTAL CLINIC HAS A HIGHLY SPECIALIZED STAFF THAT ARE TRAINED IN THE CARE OF SPECIAL NEEDS CHILDREN. THE DENTAL CLINIC AT SCOTTISH RITE PROVIDES THIS BENEFIT TO ENSURE THE BEST CLINICAL OUTCOMES FOR OUR PATIENTS. IN FY2025, THE DENTAL CLINIC HAD APPROXIMATELY 2,700 VISITS. RHEUMATOLOGY: RHEUMATOLOGY IS DEVOTED TO THE DIAGNOSIS AND THERAPY OF RHEUMATIC DISEASES. RHEUMATOLOGISTS DEAL MAINLY WITH CLINICAL PROBLEMS INVOLVING JOINTS, SOFT TISSUES, AUTOIMMUNE DISEASES, VASCULITIS AND HERITABLE CONNECTIVE TISSUE DISORDERS. MANY OF THESE DISEASES ARE NOW KNOWN TO BE DISORDERS OF THE IMMUNE SYSTEM, AND RHEUMATOLOGY IS INCREASINGLY THE STUDY OF IMMUNOLOGY. ARTHRITIS, WHICH MEANS INFLAMMATION OF A JOINT (WHERE TWO OR MORE BONES MEET), ACTUALLY REFERS TO MORE THAN 100 DIFFERENT CONDITIONS THAT ALL FALL INTO THE CATEGORY OF RHEUMATOLOGY. ARTHRITIS AND OTHER RHEUMATIC CONDITIONS ARE DIAGNOSED BY STIFFNESS, SWELLING, PAIN AND LIMITED MOVEMENT IN JOINTS AND OTHER SUPPORTING BODY STRUCTURES, SUCH AS MUSCLES, TENDONS, LIGAMENTS, CONNECTIVE TISSUES AND BONES. SCOTTISH RITE'S RHEUMATOLOGY CLINIC TREATS CHILDREN WITH CONDITIONS THAT CAN CAUSE INFLAMMATION IN MANY DIFFERENT PARTS OF THE BODY. IN FY2025, THERE WERE MORE THAN 4,600 PATIENT VISITS. DYSLEXIA AND LEARNING DISORDERS: SCOTTISH RITE PROVIDES A VARIETY OF SERVICES TO CHILDREN BETWEEN THE AGES OF 5 AND 14 IN ITS LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS (CENTER FOR DYSLEXIA). SERVICES INCLUDE EVALUATION AND DIAGNOSIS FOR CHILDREN WITH ACADEMIC LEARNING DISORDERS, DYSLEXIA INTERVENTION FOR STUDENTS, DEVELOPMENT OF DYSLEXIA INTERVENTIONS, DYSLEXIA THERAPIST TRAINING, EDUCATIONAL OUTREACH AND RELATED RESEARCH. THE CENTER FOR DYSLEXIA OFFERS HIGH-QUALITY, COMPREHENSIVE DIAGNOSTIC PSYCHOEDUCATIONAL EVALUATIONS AT A PRICE ACCESSIBLE TO FAMILIES OF ALL SOCIOECONOMIC LEVELS, INCLUDING THOSE WHO WOULD NOT BE ABLE TO AFFORD AN EVALUATION OTHERWISE. IN FY2025, THERE WERE MORE THAN 573 PATIENT EVALUATIONS OUT OF MORE THAN 1,200 TOTAL CLINIC VISITS. THE CENTER FOR DYSLEXIA, ACCREDITED BY THE INTERNATIONAL MULTISENSORY STRUCTURED LANGUAGE EDUCATIONAL COUNCIL (IMSLEC), OFFERS CERTIFIED TEXAS PUBLIC SCHOOL EDUCATORS TRAINING THAT RAISES THEIR EXPERTISE AND SKILLS TO THE HIGHEST LEVEL, A DYSLEXIA THERAPIST. THE TWO-YEAR COMPREHENSIVE TRAINING PROGRAM INSTRUCTS THE EDUCATOR IN THE ADVANCED USE OF PROVEN INTERVENTION TECHNIQUES AND QUALIFIES THEM TO USE THE RESEARCH-VALIDATED PROGRAM DEVELOPED IN THE CENTER FOR DYSLEXIA AND PUBLISHED AS TAKE FLIGHT: A COMPREHENSIVE INTERVENTION FOR STUDENTS WITH DYSLEXIA (TAKE FLIGHT). THE CENTER FOR DYSLEXIA HAS CONTINUED TO INCREASE THE NUMBER OF STUDENTS WITH ACCESS TO EFFECTIVE INTERVENTIONS. THE TAKE FLIGHT PROGRAM IS WELL-SUITED FOR STUDENTS WITH DYSLEXIA IN SECOND GRADE AND UP. SINCE 2020, THE CENTER HAS EXPANDED THE AGE RANGE SERVED FROM EARLY ELEMENTARY (BUILD: A K-1 EARLY READING INTERVENTION) THROUGH HIGH SCHOOL (JET: A FAST-PACED READING INTERVENTION). FURTHERMORE, INNOVATIVE TECHNOLOGY DEVELOPED IN COLLABORATION WITH THE UNIVERSITY OF TEXAS AT DALLAS, MAKES IT POSSIBLE FOR MANY MORE EDUCATORS TO TEACH MANY MORE STUDENTS USING OUR COMPREHENSIVE BRIDGES: A DYSLEXIA INTERVENTION CONNECTING TEACHER, AVATAR & STUDENT (BRIDGES) PROGRAM THAT HAS RESEARCH-VALIDATED EFFECTIVENESS FOR STUDENTS WHO DO NOT NEED A FULL DYSLEXIA INTERVENTION, RIGHT FLIGHT: A READING RATE/COMPREHENSION PROGRAM SUPPORTS CHILDREN IN FIRST THROUGH EIGHTH GRADES AS A TIER II INTERVENTION. OUR NEWEST EXPANSION, WRITE IDEA: A DYSGRAPHIA AND WRITTEN EXPRESSION INTERVENTION ADDRESSES THE PREVIOUSLY UNMET SPECIFIC NEEDS OF STUDENTS WITH THE WRITING DISORDER DYSGRAPHIA. THE CENTER FOR DYSLEXIA'S OUTREACH SERVICE ALLOWS THE ORGANIZATION CURRENTLY HELPS THOUSANDS OF STUDENTS THROUGH SUPPORT SERVICES FOR PARENTS AND EDUCATORS AND CONTINUES TO INCREASE THE NUMBER OF STUDENTS IMPACTED. IT OFFERS CONSULTATION AND TRAINING TO SCHOOLS, PRIMARILY PUBLIC SCHOOLS, IN THE IDENTIFICATION AND TREATMENT OF DYSLEXIA USING THE INTERVENTION PROGRAMS DEVELOPED IN THE CENTER FOR DYSLEXIA. RIGOROUS SCIENTIFIC RESEARCH, AUTHORIZED UNDER THE INTERNAL REVIEW BOARD (IRB) OF UTSW, FROM THE CENTER FOR DYSLEXIA FOCUSES ON VERIFYING EFFECTIVENESS OF TREATMENTS FOR STUDENTS WITH DYSLEXIA AND LEARNING DISORDERS. RECENT RESEARCH, PUBLISHED IN PEER-REVIEWED JOURNALS, HAS VALIDATED EFFECTIVENESS OF THE TAKE FLIGHT AND BRIDGES PROGRAMS WHEN USED BY EDUCATORS IN PUBLIC SCHOOLS.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 5	FACILITY , 5 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). PHYSICAL AND OCCUPATIONAL THERAPY: THE PHYSICAL THERAPY DEPARTMENT AT SCOTTISH RITE WORKS WITH PATIENTS TO HELP THEM DEVELOP OR MAINTAIN MAXIMUM MOVEMENT AND ABILITY. PHYSICAL THERAPISTS PERFORM VARIOUS TESTS TO DETERMINE THE PATIENT'S RANGE OF MOTION AND MUSCLE STRENGTH AND MAKE RECOMMENDATIONS FOR WALKERS, CRUTCHES AND OTHER DURABLE MEDICAL EQUIPMENT BEST SUITED TO THE CHILD'S NEEDS. SCOTTISH RITE'S OCCUPATIONAL THERAPY DEPARTMENT TEACHES PATIENTS TO USE SPECIALIZED EQUIPMENT AND USE THEIR BODIES IN NEW WAYS THAT WILL HELP THEM WITH ACTIVITIES OF DAILY LIVING, SUCH AS EATING AND DRESSING ON THEIR OWN. PATIENTS LEARN SKILLS THAT WILL HELP THEM GAIN INDEPENDENCE AND PREPARE FOR LIVING INDEPENDENTLY AS AN ADULT. OCCUPATIONAL THERAPISTS ALSO ASSESS PATIENT DEVELOPMENT AND EVALUATE MOTOR SKILLS, PERSONAL AND SOCIAL INTERACTION AND LANGUAGE ABILITIES AND MAKE RECOMMENDATIONS FOR WHEELCHAIRS. IN FY2025, THERE WERE MORE THAN 51,000 PHYSICAL AND OCCUPATIONAL THERAPY CLINIC VISITS. LODGING: MANY FAMILIES TRAVEL FROM OUTSIDE THE LOCAL AREA FOR TREATMENT AT SCOTTISH RITE. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE OF DALLAS (RMHD), WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST TO PATIENT FAMILIES. WHEN RMH DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. FAMILIES WITH MEDICAID MAY BE REIMBURSED BY MEDICAID FOR LODGING IN MANY SITUATIONS. THE WEBSITE HAS AN EXTENSIVE LIST OF HOTELS IN THE AREA. SOCIAL WORKERS ALSO HELP NAVIGATE OTHER LODGING ASSISTANCE OPTIONS AS AVAILABLE. RESOURCES TO ADDRESS CHILD HEALTH STATUS: SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE WITH THE SERVICES LISTED BELOW AS ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR PROVIDER(S) FROM A LIST OF OPTIONS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING SOURCE: - DURABLE MEDICAL EQUIPMENT - HOME HEALTH SERVICES - MEDICAL SUPPLIES - MENTAL HEALTH SERVICES - OUTPATIENT PHYSICAL REHABILITATION - TESTING AND SPECIALISTS - WEIGHT MANAGEMENT SCOTTISH RITE HELPS TO TRANSITION PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. A GROUP OF SCOTTISH RITE SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION SCOTTISH RITE PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY MOVE FROM PEDIATRIC TO ADULT CARE RECEIVE THE NECESSARY ASSISTANCE. NEEDS NOT ADDRESSED IN THE CHNA: SOME ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT HAVE NOT BEEN ADDRESSED IN THIS PLAN. SCOTTISH RITE CONSIDERED THE LEVELS TO WHICH SOME NEEDS WERE ALREADY BEING ADDRESSED IN THE SERVICE AREA. ADDITIONALLY, SOME COMMUNITY NEEDS FALL OUTSIDE THE SCOPE OF EXPERTISE AND RESOURCES OF THE ORGANIZATION AS A PEDIATRIC ORTHOPEDIC HOSPITAL AND AMBULATORY SURGICAL CENTER.
SCHEDULE H, PART V, SECTION B, LINE 20 FACILITY , 1	FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. NEITHER THE ORGANIZATION NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 19 (A-E).

Field	Value	IRS element (for citing)
Facility	2	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
SCOTTISH RITE FOR CHILDREN
5700 DALLAS PARKWAY	FRISCO	TX	75034	ORTHOPEDIC AND SPORTS MEDICINE CENTER
SCOTTISH RITE FOR CHILDREN
3800 GAYLORD PARKWAY SUITE 850	FRISCO	TX	75034	PHYSICAL THERAPY OUTPATIENT CLINIC

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH (CONTINUED)	FAMILY RESOURCE CENTER: SCOTTISH RITE IS FORTUNATE TO HAVE THE CHRISTI CARTER URSCHEL FAMILY RESOURCE CENTER, THE MISSION OF WHICH IS TO PROVIDE HEALTH INFORMATION AND SUPPORT RESOURCES TO PATIENTS AND FAMILIES IN ORDER TO HELP THEM MAKE INFORMED HEALTH CARE DECISIONS AND IMPROVE THEIR QUALITY OF LIFE. SCOTTISH RITE UNDERSTANDS THAT FAMILIES WHOSE CHILDREN ARE DIAGNOSED WITH MEDICAL CONDITIONS HAVE MANY QUESTIONS, AND THE FAMILY RESOURCE CENTER CAN HELP OUR PATIENTS AND FAMILIES FIND ANSWERS. A MEDICAL LIBRARIAN AND A LICENSED SOCIAL WORKER ARE AVAILABLE TO HELP PATIENTS AND FAMILIES LOCATE INFORMATION AND RESOURCES. STAFF MEMBERS CAN ALSO ANSWER QUESTIONS ABOUT COMMUNITY SUPPORT GROUPS AND EXTERNAL AGENCIES. TWO COMPUTERS WITH INTERNET ACCESS ARE AVAILABLE TO SUPPORT THEIR SEARCH. THE CENTER SERVES AN AVERAGE OF 1663 FAMILIES ANNUALLY. THIS RESOURCE IS AVAILABLE TO THE COMMUNITY, EVEN THOSE WHO ARE NOT PATIENTS AT SCOTTISH RITE. ANYONE WHO CONTACTS SCOTTISH RITE WITH QUESTIONS ABOUT SERVICES OR CARE THAT IS NOT PROVIDED AT SCOTTISH RITE CAN BE CONNECTED TO THE FAMILY RESOURCE CENTER. THE FULL-TIME SOCIAL WORKER WORKS DIRECTLY WITH THEM TO RESEARCH AND HELP ACCESS RESOURCES OR CARE THAT IS SUITED TO THEIR NEEDS. THOSE SERVED BY THE CENTER INCLUDE CHILDREN AND ADULTS IN THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITY, FORMER PATIENTS NEEDING HELP TO NAVIGATE CARE AFTER LEAVING SCOTTISH RITE'S CARE, LOCAL SCHOOL NURSES AND OTHER ORGANIZATIONS LOOKING TO CONNECT WITH HEALTH CARE AND OTHER RELATED RESOURCES. FOR PATIENTS AND FAMILIES WHO OPT-IN BY COMPLETING THE AUTHORIZATION FORM, THE FAMILY RESOURCE CENTER LIBRARIAN COORDINATES PEER SUPPORT PROGRAMS. FAMILIES CAN CONNECT WITH EACH OTHER FOR SUPPORT WHEN FACING A NEW OR COMPLEX DIAGNOSIS OR PROCEDURE. THE FAMILY RESOURCE CENTER SOCIAL WORKER REPRESENTS SCOTTISH RITE TO MULTIPLE COMMUNITY GROUPS AND ORGANIZATIONS TO SHARE THE CARE AND RESOURCES AVAILABLE AT SCOTTISH RITE INCLUDING THE COMMITMENT TO CARE FOR EVERY CHILD REGARDLESS OF A FAMILY'S ABILITY TO PAY. THESE ORGANIZATIONS INCLUDE MONTHLY MEETINGS OF THE DALLAS COUNTY COMMUNITY RESOURCE COORDINATION GROUP (CRCG), AN ANNUAL MEETING OF THE TEXAS EDUCATION ASSOCIATION REGION 10, THE SPINA BIFIDA ASSOCIATION OF NORTH TEXAS, AND OTHERS BY INVITATION. IN ADDITION, THE FAMILY RESOURCE CENTER SOCIAL WORKER SERVES AS A COMMUNITY RESOURCE TO LOCAL ORGANIZATIONS SEEKING OUTSIDE SERVICES AND SUPPORTS FOR THEIR CONSUMERS. THESE ORGANIZATIONS HAVE INCLUDED HEALTHCARE PROVIDERS, MENTAL HEALTH AGENCIES, CHURCHES, SCHOOLS AND OTHER NON-PROFITS. CHILD LIFE: CHILD LIFE SPECIALISTS FOCUS ON EACH PATIENT AND THEIR FAMILY'S SPECIFIC NEEDS BY PROMOTING OPTIMAL PSYCHOSOCIAL DEVELOPMENT AND EDUCATIONAL NEEDS OF CHILDREN AND TEENAGERS TO HELP REDUCE FEAR AND PROMOTE COPING DURING THEIR VISIT. THEY PROVIDE SERVICES, SUCH AS PREPARATION AND SUPPORT FOR MEDICAL PROCEDURES, EDUCATION ABOUT DIAGNOSIS, COPING TECHNIQUES TO USE DURING MEDICAL EXPERIENCES, ENGAGEMENT IN MEDICAL PLAY, OUTLETS FOR SELF-EXPRESSION AND SUPPORT FOR SIBLINGS. THE DALLAS CAMPUS WELCOMED A FACILITY DOG IN 2025 SERVING ALONGSIDE CHILD LIFE SPECIALISTS. FACILITY DOG INTERVENTION WITH PATIENTS PROMOTES POSITIVE COPING AND DECREASES THE CHANCE OF MEDICAL-RELATED TRAUMA. IN FY2025, CHILD LIFE SERVICES HAD A TOTAL OF 9,175 PATIENT ENCOUNTERS AND SERVED 7,787 UNIQUE PATIENTS. FAMILY SERVICES: THE FAMILY SERVICES DEPARTMENT SERVES AS A SUPPORT CENTER FOR PATIENTS AND THEIR FAMILIES WHILE THEY ARE RECEIVING TREATMENT AT SCOTTISH RITE. FAMILY SERVICES INCLUDES THESE AREAS: MEDICAL SOCIAL WORK FOR RESOURCES AND REFERRALS; LANGUAGE INTERPRETATION AND TRANSLATION SERVICES; AND COORDINATION OF OFF-SITE MEDICAL SERVICES. IN FY2025, THERE WERE MORE THAN 42,733 CALLS AND VISITS PROVIDED, REPRESENTING 35,019 FROM THE DALLAS CAMPUS AND 7,714 FROM THE FRISCO CAMPUS. THIS INCLUDES SOCIAL WORK, LANGUAGE SERVICES AND MEDICAL CONSULT COORDINATORS. RESOURCES TO ADDRESS CHILD HEALTH STATUS: SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE FOR THE SERVICES ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR PROVIDER(S) FROM A LIST OF OPTIONS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING SOURCE. THESE SERVICES INCLUDE WEIGHT MANAGEMENT, OUTPATIENT PHYSICAL REHAB, HOME HEALTH SERVICES, DURABLE MEDICAL EQUIPMENT, MEDICAL SUPPLIES, TESTING AND SPECIALISTS AND MENTAL HEALTH. SCOTTISH RITE'S PATIENT EDUCATION IS CREATED AND MAINTAINED BY AN INTERDISCIPLINARY TEAM OF PHYSICIANS, NURSES AND ANCILLARY SERVICES THROUGHOUT THE ORGANIZATION. THE GUIDING PRINCIPLE IS BASED ON HEALTH LITERACY UNIVERSAL PRECAUTIONS, WHICH MEANS TREATING ALL PATIENTS IF THEY ARE AT RISK OF NOT UNDERSTANDING HEALTH INFORMATION. THIS APPROACH ACKNOWLEDGES THAT HEALTH CARE PROVIDERS CANNOT ACCURATELY IDENTIFY WHO UNDERSTANDS AND WHO DOES NOT; THAT HEALTH LITERACY IS SITUATIONAL AND CAN BE IMPACTED WHEN INDIVIDUALS OR THEIR CHILDREN ARE SICK, FRIGHTENED OR IN PAIN; AND THAT EVERY INDIVIDUAL BENEFITS FROM CLEAR, ACTIONABLE INFORMATION. THIS ROBUST LIBRARY OF MATERIALS INCLUDES EDUCATIONAL PIECES ABOUT SPECIFIC SURGERIES, CONDITIONS AND MEDICAL PROCESSES, ALONG WITH MORE GENERAL AND BASIC HEALTH EDUCATION. AVAILABLE IN BOTH ENGLISH AND SPANISH, MORE THAN 900 PIECES OF EDUCATION ARE AVAILABLE FOR STAFF USE TO PROVIDE TO PATIENTS AND FAMILIES. THE MATERIAL IS WRITTEN BY SCOTTISH RITE STAFF AND MANAGED BY THE PATIENT EDUCATION COMMITTEE, WITH OVERSIGHT BY THE PATIENT EDUCATION ADVISORY BOARD. RESOURCES TO ADDRESS COORDINATION OF CARE: IN ADDITION TO THE RESOURCES DESCRIBED ABOVE, THE SCOTTISH RITE SOCIAL WORK TEAM MAINTAINS INFORMATION REGARDING ADDITIONAL RESOURCES TO ASSIST IN THE COORDINATION OF CARE. THIS INCLUDES MAINTAINING INFORMATION FOR THIRD-PARTY SERVICES, SUCH AS - DURABLE MEDICAL EQUIPMENT, MEDICAL SUPPLIES, CUSTOM EQUIPMENT - HOME NURSING SERVICES AND SPECIALTY THERAPIES (EXAMPLES: AQUATIC, EQUESTRIAN THERAPY) - NUTRITION SUPPLIES - OUTPATIENT AND INPATIENT BEHAVIORAL HEALTH RESOURCES, SOCIAL SKILLS TRAINING AND PSYCHIATRY. THE SOCIAL WORK TEAM IS ABLE TO ASSIST IN THE COORDINATION OF CARE, IDENTIFYING RESOURCES BY THE SERVICE NEEDED, COUNTIES SERVED AND INSURANCE ACCEPTED. OTHER COORDINATION EFFORTS INCLUDE SOCIAL WORK RESPONSE TO TRANSITION PLANNING, SCHOOL ACCOMMODATIONS, ACCESS TO HEALTH CARE, PSYCHOSOCIAL SUPPORT AND PARENT ADVOCACY. SCOTTISH RITE TRANSITIONS PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. CATEGORIES OF CARE THAT STAFF HELPS TRANSITION PATIENTS TO ADULT CARE INCLUDE LEGAL AND GUARDIANSHIP, PRIMARY AND SPECIALTY CARE, FUNDING, EDUCATION AND/OR VOCATIONAL PROGRAMS. MEDICAID TRANSPORTATION: SOCIAL WORKERS IN THE SCOTTISH RITE FAMILY SERVICES DEPARTMENT ARE AVAILABLE TO HELP FAMILIES UNDERSTAND AND NAVIGATE THE PROCESSES FOR MEDICAID TRANSPORTATION ASSISTANCE, LODGING AND MEALS WHEN ELIGIBLE FOR THESE SERVICES. SOUTHWEST AIRLINES TICKET VOUCHERS: SCOTTISH RITE SOCIAL WORKERS ARE ABLE TO FACILITATE AIRLINE TICKETS FROM SOUTHWEST AIRLINES FOR FAMILIES LIVING OUTSIDE THE DALLAS/FORT WORTH METROPLEX THAT DO NOT HAVE OTHER RESOURCES TO HELP WITH TRAVEL TO THE CAMPUSES FOR APPOINTMENTS. SOUTHWEST AIRLINES DONATES TICKET VOUCHERS TO BE USED BY FAMILIES WITH NO OTHER MEANS OF TRANSPORTATION. IF SUCH FAMILIES CAN GET TO A SOUTHWEST AIRLINES HUB, SOCIAL WORKERS WILL COORDINATE THE TRIP WITH THE FAMILY USING THE VOUCHERS.
SCHEDULE H, PART I, LINE 3C ELIGIBILITY FOR FINANCIAL ASSISTANCE	SINCE ITS FOUNDING IN 1921, SCOTTISH RITE FOR CHILDREN HAS REMAINED COMMITTED TO ENSURING CHILDREN RECEIVE CARE WITHIN ITS SCOPE OF SERVICE REGARDLESS OF THE FAMILY'S ABILITY TO PAY. FOR THE FIRST 91 YEARS OF OPERATIONS, SERVICES WERE PROVIDED AT NO CHARGE. AS SCOTTISH RITE BEGAN ACCEPTING REIMBURSEMENT IN OCTOBER 2012, THE MISSION OF ENSURING ACCESS TO CARE REMAINS INTACT THOUGH IMPLEMENTATION OF ITS CHARITY CARE/FINANCIAL ASSISTANCE POLICY, KNOWN AS CRAYON CARE. TODAY, SCOTTISH RITE CONTINUES TO PROVIDE SIGNIFICATION CHARITABLE CARE WHILE SERVING AS A NATIONAL LEADER IN RESEARCH, PHYSICIAN TRAINING AND SPECIALIZED PEDIATRIC TREATMENT. FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES (FPG), ARE ELIGIBLE FOR A 100 PERCENT DISCOUNT ON ALL HOSPITAL CHARGES REMAINING AFTER PAYMENT BY THIRD PARTY PAYERS. ADDITIONALLY, MEDICALLY INDIGENT PATIENTS ARE ALSO ELIGIBLE FOR DISCOUNTED CARE, WITH ELIGIBILITY BASED ON HOUSEHOLD GROSS INCOME, FPG, MEDICAL EXPENSES AND ABILITY TO PAY.
SCHEDULE H, PART I, LINE 6A COMMUNITY BENEFIT REPORT	A COMMUNITY BENEFIT REPORT WAS CREATED FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2025, A COMMUNITY BENEFIT REPORT WILL BE FILED WITH THE STATE OF TEXAS. THE COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST.
SCHEDULE H, PART I, LINE 7 BAD DEBT EXPENSE EXCLUDED FROM FINANCIAL ASSISTANCE CALCULATION	6207689
SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE	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 EXPENSES WERE CALCULATED USING A STEP-DOWN ALLOCATION METHOD.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES	DURING 2025, SCOTTISH RITE CONTINUED ITS ENGAGEMENT IN COMMUNITY BUILDING ACTIVITIES INCLUDING: ADAPTIVE AND INCLUSIVE SPORTS AND RECREATION PROGRAMS - LEARN TO GOLF IS A PROGRAM THAT PROVIDES THE TOOLS AND INSTRUCTION NEEDED FOR YOUNG PATIENTS TO EXPERIENCE THE REHABILITATIVE BENEFITS OF THE GAME OF GOLF AND CONNECT WITH LOCAL JUNIOR GOLF PROGRAMS AND INSTRUCTORS. LEARN TO GOLF ALSO PROVIDES ANNUAL CONTINUING EDUCATION FOR GOLF AND ALLIED HEALTH PROFESSIONALS TO INCREASE THEIR KNOWLEDGE AND SKILLS FOR TEACHING ADAPTIVE GOLFERS. - TENNIS ALL-STARS EMPHASIZES FUN, FITNESS, HEALTHY COMPETITION AND TEAM SPIRIT FOR BOTH PATIENTS AND THEIR SIBLINGS. THE PROGRAM ALSO CONNECTS PATIENTS WITH LOCAL JUNIOR TENNIS PROGRAMS AND INSTRUCTORS. - DIAGNOSIS-SPECIFIC SPECIALTY CAMPS ARE AVAILABLE FOR PATIENTS UP TO AGE 17 - FAMILY HAND CAMP FOR YOUNGER PATIENTS AGES 5-9 WITH HAND DIFFERENCES AND THEIR FAMILIES - HAND CAMP FOR PATIENTS WITH HAND DIFFERENCES AGES 10 - 17 - CAMP TLC FOR PATIENTS WITH SPINA BIFIDA - CAMP BREAKING BOUNDARIES FOR PATIENTS WITH CEREBRAL PALSY - CAMP JOINT ADVENTURE FOR PATIENTS WITH ARTHRITIS, ARTHROGRYPOSIS AND MULTIPLE MISSING LIMBS - AMPUTEE SKI TRIP FOR TEENAGE PATIENTS WITH MISSING LIMBS - RITE MOVES FOR ALL PATIENTS AGES 8 TO 16 THESE PROGRAMS ARE DESIGNED TO EMPOWER PARTICIPANTS IN THEIR DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM. THE ORGANIZATION ALSO HOSTS VARIOUS PEER AND PARENT SUPPORT GROUPS FOR THE COMMUNITY, SUCH AS PALS (PROSTHETICS AND LIMB SUPPORT), HAND IN HAND, ETC. THE ORGANIZATION ANNUALLY HOSTS AN EVENT FOCUSED ON COMMUNITY DEVELOPMENT. BIKE RODEO AND CHILD SAFETY DAY, WHICH IS HELD AT NO CHARGE TO PARTICIPANTS, IS FOCUSED ON SAFETY EDUCATION AND INJURY PREVENTION. SCOTTISH RITE REGULARLY ENGAGES WITH THE COMMUNITY, EDUCATING YOUNG ATHLETES, PARENTS, COACHES AND SCHOOL DISTRICTS ABOUT SPORTS SAFETY, INJURY PREVENTION AND CONCUSSION MANAGEMENT AT HEALTH FAIRS AND COACHING CLINICS. SCOTTISH RITE IS ALSO ENGAGED WITH COMMUNITY PARTNERS FOR REVERCHON PARK ROUND UP. THIS ANNUAL EVENT BRINGS TOGETHER COMMUNITY AND CITY DEPARTMENTS AS WELL AS VOLUNTEERS FROM THE COMMUNITY TO HELP BEAUTIFY AND MAINTAIN HISTORIC REVERCHON PARK, LOCATED IN SCOTTISH RITE'S BACKYARD. AS FURTHER DISCUSSED ABOVE, SCOTTISH RITE ALSO ENGAGES WITH THE COMMUNITY THROUGH ITS LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS (CENTER FOR DYSLEXIA), WHICH DEVELOPS DYSLEXIA CURRICULUM AND PROVIDES DYSLEXIA INTERVENTION SERVICES TO STUDENTS FROM THROUGHOUT THE COMMUNITY. STUDENTS WHO QUALIFY FOR PARTICIPATION IN THE ONSITE DYSLEXIA INTERVENTION PROGRAM ARE THOSE WHO RECEIVE A DYSLEXIA DIAGNOSIS BUT DO NOT HAVE THE SCOTTISH RITE FOR C HILDREN DYSLEXIA INTERVENTION AVAILABLE THROUGH THEIR SCHOOL OR ARE HOMESCHOOLED. THIS PROGRAM AT LARGE, AND THROUGH THE SERVICES PROVIDED ONSITE, FURTHER SUPPORTS CHILDREN HAVING ACCESS TO THE NECESSARY RESOURCES TO SUCCEED ACADEMICALLY AND BEYOND. ADDITIONALLY, SCOTTISH RITE PROVIDES GUIDANCE AND INSTRUCTION REGARDING THE EVALUATION OF CHILDREN WITH DYSLEXIA AND DYSGRAPHIA VIA PRESENTATIONS AT THE REGIONAL EDUCATION SERVICE CENTERS. THE SCOTTISH RITE LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS HAS ALSO CREATED VIDEOS FOR PARENTS AND EDUCATORS ABOUT VARIOUS ASPECTS OF DYSLEXIA AND DYSGRAPHIA AND RELATED DISORDERS, SUCH AS ANXIETY AND DISRUPTIVE BEHAVIORS. THE VIDEOS CAN BE FOUND ON THE SCOTTISH RITE FOR CHILDREN YOUTUBE CHANNEL. SCOTTISH RITE ALSO CONNECTS WITH THE COMMUNITY THROUGH ITS T. BOONE PICKENS TRAINING AND CONFERENCE CENTER BY ANNUALLY HOSTING MANY EVENTS TO EDUCATE AND INFORM COMMUNITY MEMBERS ON VARIOUS MEDICAL AND NON-MEDICAL TOPICS. THESE EVENTS TRADITIONALLY INCLUDE MEETINGS REGARDING HEALTH CARE ORGANIZED BY THE DALLAS-FORT WORTH HOSPITAL COUNCIL, ADVANCED MEDICAL TRAINING FOR NURSES AND PHYSICIANS IN CONJUNCTION WITH UT SOUTHWESTERN MEDICAL CENTER SUCH AS THE PEDIATRIC ORTHOPEDIC EDUCATION SYMPOSIUM AND THE DEVELOPMENTAL-BEHAVIORAL PEDIATRICS CONFERENCE, HEALTH CARE RELATED CONFERENCES ORGANIZED BY THE NORTH DALLAS CHAMBER OF COMMERCE, THE ANNUAL SPINA BIFIDA ASSOCIATION OF NORTH TEXAS EDUCATION DAY, AND NUMEROUS GATHERINGS OF PATIENT/FAMILY SUPPORT GROUPS FOR THOSE UNDERGOING TREATMENT FOR A CONDITION TREATED AT SCOTTISH RITE. SCOTTISH RITE HOSTS SCHOOL NURSES FROM DALLAS ISD, FRISCO ISD AND RICHARDSON ISD AT AN ALL-DAY EDUCATIONAL EVENT WITH PEDIATRIC ORTHOPEDIC TOPICS THAT ARE RELEVANT TO THE AUDIENCE. AT THIS EVENT SCOTTISH RITE EMPHASIZES ITS COMMITMENT TO CARE FOR EVERY CHILD IN OUR COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY.
SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT	BAD DEBT EXPENSE IS COMPRISED OF ACTUAL UNCOLLECTIBLE AMOUNTS PLUS AN ALLOWANCE BASED ON HISTORICAL DATA. DISCOUNTS ARE NOT INCLUDED IN BAD DEBT.
SCHEDULE H, PART III, LINE 3 BAD DEBT EXPENSE METHODOLOGY	BAD DEBT EXPENSE DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE	THE ORGANIZATION MAINTAINS ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS. THE ORGANIZATION 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. AS A RESULT OF THE NEW FASB ACCOUNTING STANDARDS CODIFICATION (ASC) REVENUE FROM CONTRACTS WITH CUSTOMERS, TOPIC 606 PRONOUCEMENT, FOOTNOTE FOR ALLOWANCE FOR DOUBTFUL ACCOUNT IS NOT REQUIRED FOR FINANCIAL STATEMENTS. THEREFORE, NO FOOTNOTE WAS INCLUDED FOR FISCAL YEAR END 2025 AUDITED FINANCIAL STATEMENTS.
SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS	SCOTTISH RITE HAD AN ESTIMATED AMOUNT THAT AROSE FROM PROVIDING CHARITY CARE SERVICES OF APPROXIMATELY $34,000,000 AND $27,000,000 FOR YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. THE ORGANIZATION UTILIZED THE COSTS TO CHARGE RATIOS AS CALCULATED BASED ON ITS MOST RECENT COST REPORTS FILED WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES.
SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE	A PATIENT'S ACCOUNT WILL BE REVIEWED FOR FINANCIAL ASSISTANCE ELIGIBILITY AND THE APPROPRIATE APPLICATION OF ANY APPLICABLE THIRD-PARTY PAYMENT, AND/OR DISCOUNTS BEFORE INITIATING A STATEMENT TO THE PATIENT. ONCE A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, THE PATIENT SHALL BE NOTIFIED OF THE AMOUNT QUALIFYING UNDER THE POLICY, AND NO FURTHER BILLING ACTIONS SHALL BE TAKEN FOR AMOUNTS QUALIFYING UNDER THE POLICY. AFTER A PATIENT'S ACCOUNT BALANCE IS REDUCED BY ANY DISCOUNTS AVAILABLE UNDER THIS POLICY, THE PATIENT WILL BE RESPONSIBLE FOR THE REMAINDER OF HIS OR HER OUTSTANDING ACCOUNT BALANCE. THE HOSPITAL WILL SEND THREE POST-DISCHARGE BILLING STATEMENTS OVER A 120-DAY PERIOD. THE ORGANIZATION DOES NOT TAKE EXTRAORDINARY COLLECTION EFFORTS FOR RESOLUTION OF OUTSTANDING PATIENT BALANCES.
SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE	- TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16A URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE	- TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16B URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE	- TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16C URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT	IN ADDITION TO THE PROCESS INVOLVED IN GENERATING THE CHNA REPORTED IN PART V, SECTION B, THE ORGANIZATION PARTNERS WITH MULTIPLE COMMUNITY GROUPS AS REFERENCED IN OTHER SECTIONS TO UNDERSTAND AND ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITY INCLUDING, BUT NOT LIMITED TO: THE YMCA, SPECIALIZED MENTAL AND BEHAVIORAL HEALTH ORGANIZATIONS, ROTARY GROUPS, COMMUNITY ADAPTIVE SPORTS ORGANIZATIONS AND OTHERS. IN 2023, SCOTTISH RITE FOR CHILDREN BEGAN SCREENING TO IDENTIFY PATIENTS WITH SOCIAL DRIVERS OF HEALTH RISKS BY USING A 10-QUESTION SURVEY ACROSS FIVE DOMAINS (CAREGIVER EDUCATION AND WORK, FINANCIAL RESOURCE STRAIN, FOOD INSECURITY, HOUSING STABILITY AND TRANSPORTATION NEEDS). DURING FY2025, MORE THAN 32,000 PATIENTS WERE SCREENED, AND MORE THAN 700 REFERRALS WERE MADE TO THE SOCIAL SERVICES DEPARTMENT. FOR EACH REFERRAL, SOCIAL WORKERS EVALUATE THE PATIENT'S SITUATION AND DETERMINE WHAT RESOURCES ARE AVAILABLE TO REDUCE THE CHANCE OF THEIR HIGH-RISK SOCIAL DETERMINANT OF HEALTH IMPACTING THEIR HEALTH OUTCOMES.
SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE	SCOTTISH RITE FOR CHILDREN IS COMMITTED TO ITS MISSION TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE FOR CHILDREN, WITHIN OUR SCOPE OF SERVICES, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. PROCESSES HAVE BEEN DEVELOPED ACROSS THE ENTIRE CONTINUUM OF CARE TO ENSURE THAT PATIENTS AND FAMILIES ARE CONNECTED TO THE FINANCIAL ASSISTANCE FOR THE CARE THEY NEED WHEN THEY NEED IT. DURING THE REGISTRATION PROCESS, EACH PATIENT IS PROVIDED WITH INFORMATION ABOUT THE CRAYON CARE ASSISTANCE PROGRAM, AND THEY ARE ASKED IF THEY WOULD LIKE MORE INFORMATION ABOUT FINANCIAL ASSISTANCE. IF THEY INDICATE YES, THE PATIENT IS ROUTED TO THE FINANCIAL COUNSELING TEAM. FOR ALL SELF-PAY PATIENTS, THE FINANCIAL COUNSELLING TEAM CALLS EACH FAMILY TO CONFIRM IF THERE IS ANY INSURANCE COVERAGE. IF NO COVERAGE, THE TEAM SCREENS FOR MEDICAID AND CHIP ELIGIBILITY. IF ELIGIBLE, THE FINANCIAL COUNSELING TEAM ASSISTS THE FAMILIES WITH THE APPLICATIONS AND WORKS DIRECTLY WITH CASE WORKERS TO PROCESS THE APPLICATIONS. ALL SELF-PAY PATIENTS ARE ALSO PROVIDED A GOOD-FAITH ESTIMATE. THE FACILITY HAS ALSO POSTED SPECIFICS ABOUT AVAILABLE FINANCIAL ASSISTANCE THROUGH SCOTTISH RITE'S CHARITY CARE POLICY REGARDING THE CRAYON CARE PROGRAM, AT REGISTRATION, IN PATIENT WAITING AREAS, ON THE WEBSITE AND IN A SUMMARY PRINTED IN ENGLISH AND SPANISH THAT IS INSERTED INTO EACH PATIENT'S REGISTRATION PACKET. WHEN A PATIENT HAS SURGICAL PROCEDURES SCHEDULED THE FAMILY IS CONTACTED BEFOREHAND BY A FINANCIAL COUNSELOR TO INFORM THEM ABOUT THE FINANCIAL ASSISTANCE PROGRAM AND TO ASSESS THEIR POTENTIAL QUALIFICATION FOR FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS. IN ADDITION, EACH POST-DISCHARGE BILLING STATEMENT WILL NOTIFY THE PATIENT THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE INDIVIDUALS, INCLUDING A PHONE NUMBER FOR INQUIRIES ABOUT FINANCIAL ASSISTANCE AND A WEBSITE WHERE ADDITIONAL INFORMATION CAN BE OBTAINED. INFORMATION REGARDING THIS POLICY AND HOW TO APPLY FOR FINANCIAL ASSISTANCE IS PROVIDED DURING PHONE CONVERSATIONS WITH PATIENTS REGARDING FINANCIAL CHARGES AND/OR ACCOUNT BALANCES. FINALLY, SCOTTISH RITE ALSO ENSURES INFORMATION REGARDING ITS SERVICES AND FINANCIAL ASSISTANCE POLICY IS COMMUNICATED ON A BROADER COMMUNITY LEVEL THROUGH EXTERNAL COMMUNICATIONS, INCLUDING IN-PERSON OUTREACH AND WRITTEN PUBLICATIONS AND DIGITAL COMMUNICATIONS. EXAMPLES OF DOCUMENTATION REFERENCED ABOVE ARE DESCRIBED BELOW: 1. SCOTTISH RITE POLICY RI-122: FINANCIAL ASSISTANCE AND CHARITY CARE POLICY. THIS POLICY CONTAINS INFORMATION ABOUT ELIGIBILITY CRITERIA; METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE; ASSISTANCE ELIGIBILITY CRITERIA/BASIS FOR AMOUNT CHARGE; THE FINANCIAL ASSISTANCE COMMITTEE; ACCOUNT BALANCE; REASONS FOR DENIAL; PUBLICATION OF FINANCIAL ASSISTANCE POLICY; EMERGENCY MEDICAL CARE POLICY; APPLICATION; APPLICATION PROCESS; AND QUALIFICATION/DISCOUNT SCALES. THE POLICY IS AVAILABLE IN ENGLISH AND SPANISH. 2. SCOTTISH RITE CRAYON CARE APPLICATIONS, A FINANCIAL ASSISTANCE SUMMARY AND FAQS THAT ARE MADE AVAILABLE TO PATIENT FAMILIES AT ALL CAMPUSES IN BOTH ENGLISH AND SPANISH. 3. SCOTTISH RITE'S WEBSITE CONTAINS CHARITY CARE INFORMATION AT HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/. THIS INCLUDES INFORMATION ABOUT SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, THE CHARITY CARE POLICY, CHARITY CARE APPLICATION, FINANCIAL ASSISTANCE SUMMARY, AND FAQ. THIS INFORMATION IS AVAILABLE IN BOTH ENGLISH AND SPANISH AND INCLUDES PHONE NUMBERS TO CALL AND PHYSICAL LOCATIONS TO OBTAIN MORE INFORMATION. 4. SCOTTISH RITE INCLUDES INFORMATION ABOUT TAKING CARE OF PATIENTS REGARDLESS OF THEIR ABILITY TO PAY ON ITS FACEBOOK PAGE, IN ITS QUARTERLY MAGAZINE RITE UP, IN ITS ANNUAL PROGRESS REPORT/CALENDAR AND VARIOUS BROCHURES. 5. SCOTTISH RITE'S PATIENT PORTAL (MYCHART) PROVIDES CHARITY CARE INFORMATION AND LINKS TO THE CRAYON CARE WEB PAGE. 6. SCOTTISH RITE'S BILLING STATEMENTS CONTAIN STATEMENTS THAT CARE IS PROVIDED REGARDLESS OF ABILITY TO PAY AND WHERE TO FIND INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY. IT IS STRESSED THAT PATIENTS SHOULD NOT DELAY OR CANCEL APPOINTMENTS BASED ON FINANCIAL CONCERNS. 7. WITHIN EACH SCOTTISH RITE CAMPUS, FINANCIAL ASSISTANCE SUMMARIES ARE AVAILABLE IN REGISTRATION AREAS, INCLUDING SIGNAGE NOTIFYING PATIENTS OF THE SCOTTISH RITE CHARITY CARE PROGRAM. THIS INFORMATION PROVIDES PHONE NUMBERS AND LOCATIONS WHERE FURTHER INFORMATION CAN BE OBTAINED. FINANCIAL COUNSELORS ARE AVAILABLE AT EACH LOCATION TO PROVIDE INFORMATION APPLICATIONS. 8. SCOTTISH RITE HAS SOCIAL WORK/FAMILY SERVICES AREAS AT EACH LOCATION WHERE CHARITY INFORMATION AND RESOURCES ARE AVAILABLE. 9. SCOTTISH RITE'S DALLAS CAMPUS AT 2222 WELBORN, DALLAS, TEXAS, HAS AN EMERGENCY TREATMENT ROOM THAT CONTAINS INFORMATION ON EMTALA AND THE CHARITY CARE PROGRAM. 10. SCOTTISH RITE PATIENTS ARE OFFERED A COPY OF THE SCOTTISH RITE FINANCIAL ASSISTANCE SUMMARY DURING REGISTRATION, AND THERE IS AN ACKNOWLEDGMENT WITHIN THE REGISTRATION PACKET. 11. DURING THE PRE-REGISTRATION PROCESS, PRE-CERTIFICATION SPECIALISTS INFORM PATIENTS OF SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM. 12. SCOTTISH RITE PERFORMS COMMUNITY OUTREACH THROUGH SOCIAL WORK AND FAMILY SERVICES, PHYSICIAN EDUCATION AND COMMUNICATIONS TEAMS, PROVIDING INFORMATION ABOUT SCOTTISH RITE'S SERVICES, HOW TO REQUEST AN APPOINTMENT AND INFORMATION ABOUT THE CRAYON CARE FINANCIAL ASSISTANCE PROGRAM. THIS INFORMATION IS PROVIDED TO VARIOUS COMMUNITY ORGANIZATIONS, COMMUNITY CLINICS, URGENT CARE CENTERS, PHYSICIAN ORGANIZATIONS AND PHYSICIAN OFFICES. 13. SCOTTISH RITE ANNUALLY PUBLISHES A NOTICE OF SCOTTISH RITE FOR CHILDREN'S CHARITY CARE PROGRAM AND POLICIES IN THE DALLAS MORNING NEWS.
SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION	THE COMMUNITY SERVED BY SCOTTISH RITE CAN BEST BE DEFINED BY UNDERSTANDING ITS PATIENT POPULATION AND CLINICAL FOCUS. THE ORGANIZATION IS A 501(C)(3) PEDIATRIC ORTHOPEDIC HOSPITAL IN DALLAS, TEXAS, AND AN OUTPATIENT DEPARTMENT, INCLUDING AN AMBULATORY SURGERY CENTER IN FRISCO, TEXAS. SCOTTISH RITE TREATS PEDIATRIC ORTHOPEDIC CONDITIONS INCLUDING SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND OTHER FOOT DISORDERS, REDUCTION DEFICITS (LIMB LENGTHENING), HAND AND UPPER LIMB DIFFERENCES, HIP DISORDERS, SPORTS MEDICINE, FRACTURES, CONGENITAL LIMB DEFICIENCIES AND AMPUTATIONS, NEUROLOGY, RHEUMATOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES TREATED IN ADDITION OR RELATED TO OTHER ORTHOPEDIC CONDITIONS. SCOTTISH RITE PROVIDES PREMIER PEDIATRIC ORTHOPEDIC AND DYSLEXIA SERVICES TO PEDIATRIC PATIENTS FOR WHOM THE SERVICES PROVIDED BY THE ORGANIZATION OFFER HOPE OF IMPROVEMENT. THOUGH THE ORGANIZATION IS DEDICATED TO PROVIDING CARE TO CHILDREN FROM AROUND THE STATE OF TEXAS AND THROUGHOUT THE U.S., THE PRIMARY COMMUNITY SERVED BY SCOTTISH RITE IS COMPRISED OF EIGHT COUNTIES IN NORTH TEXAS INCLUDING COLLIN, DALLAS, DENTON, ELLIS, GRAYSON, KAUFMAN, ROCKWALL, TARRANT, THAT, IN TOTAL, SPAN 6,227 SQUARE MILES, WHICH COMPRISE APPROXIMATELY 68 PERCENT OF ALL SCOTTISH RITE'S INPATIENT AND OUTPATIENT DISCHARGES. POPULATION STATISTICS WERE OBTAINED USING SG2, AN ANALYTICS PLATFORM THAT UTILIZES US CENSUS DATA FOR ESTIMATED POPULATION DEMOGRAPHICS PROJECTIONS USING PROPRIETARY METHODS. ACCORDING TO SG2 DATA, THE CURRENT ESTIMATED POPULATION FOR THE PRIMARY SERVICE AREA IS 8,135,153 INDIVIDUALS. BASED ON US CENSUS DATA, THE MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA IS $95,212 WHILE TEXAS' MEDIAN HOUSEHOLD INCOME IS $76,292. ACCORDING TO SG2 ESTIMATES, APPROXIMATELY 23.7 PERCENT OF THE PRIMARY SERVICE AREA POPULATION WAS YOUNGER THAN 18 YEARS OF AGE.
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH	SCOTTISH RITE CONTINUES TO FURTHER ITS EXEMPT PURPOSE OF IMPROVING THE LIVES OF CHILDREN WHO HAVE NEEDS WITHIN THE SCOPE OF ITS SERVICES THROUGH PATIENT CARE, RESEARCH AND EDUCATION. BY WAY OF EXAMPLE, AND IN CONNECTION WITH THE PROVISION AND PROMOTION OF HEALTH DESCRIBED ON OTHER PARTS OF THIS SECTION, SCOTTISH RITE PROVIDES MEDICAL CARE TO CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS NOT TREATED AT OTHER MEDICAL FACILITIES. MANY PROVIDERS AT SCOTTISH RITE RECEIVE REFERRALS FROM PHYSICIANS AND CHILDREN'S HOSPITALS IN THE PRIMARY SERVICE AREA BECAUSE THE PATIENT'S CONDITION IS EITHER TOO SEVERE OR, IN SOME CASES, SO RARE, THE REFERRING FACILITY DOES NOT HAVE ADEQUATELY TRAINED OR EXPERIENCED STAFF TO PROVIDE THE NECESSARY CARE. THE ORGANIZATION HAS A PROCESS TO DETERMINE IF IT IS THE APPROPRIATE FACILITY TO MEET A CHILD'S CLINICAL NEEDS. THE PROCESS BEGINS WITH A TELEPHONE CALL, REQUEST THROUGH THE WEBSITE, REFERRAL FROM A PHYSICIAN OR AN APPLICATION FOR SERVICES. AN INTERNAL MECHANISM IS UTILIZED TO DETERMINE IF SCOTTISH RITE CAN APPROPRIATELY MEET THE NEEDS OF THE CHILD. WHEN SCOTTISH RITE IS UNABLE TO PROVIDE SERVICES, SCOTTISH RITE, AS PART OF ITS CARE COORDINATION SERVICES, IDENTIFIES REFERRAL RESOURCES THAT ARE PROVIDED TO THE FAMILY. RESEARCH: SINCE OPENING ITS DOORS IN 1921, SCOTTISH RITE HAS COMMITTED TO DISCOVERING NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPEDIC CONDITIONS AND CERTAIN RELATED NEUROLOGICAL AND ARTHRITIC DISORDERS. THE INSTITUTION'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH, IS MADE UP OF SIX CENTERS FOR EXCELLENCE SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES: SPINE; FOOT AND ANKLE; HIP; LIMB LENGTHENING AND RECONSTRUCTION; HAND AND UPPER EXTREMITY; AND SPORTS MEDICINE. WITHIN THESE CENTERS OF EXCELLENCE, SCOTTISH RITE SUPPORTS BASIC AND TRANSLATIONAL RESEARCH, CLINICAL RESEARCH, APPLIED RESEARCH AND RESEARCH IN MOVEMENT SCIENCE. THROUGH THE YEARS, SCOTTISH RITE RESEARCHERS AND PHYSICIANS HAVE GENERATED OVER 200 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 SCOTTISH RITE INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILOTM 5.5 SPINAL SYSTEM; THE TRUE/LOKTM EXTERNAL FIXATION SYSTEM; THE TRUE/LOK HEXAPOD SYSTEMTM; TRUELOK EVO; AND TRUELOK ELEVATE. SCOTTISH RITE IS COMMITTED TO ADVANCING THE PRACTICE OF MEDICINE BY SHARING WHAT WE LEARN WITH THE GLOBAL MEDICAL COMMUNITY. IN FY2025, SCOTTISH RITE STAFF PUBLISHED 165 MANUSCRIPTS IN PEER REVIEWED JOURNALS AND PRESENTED 283 ABSTRACTS AT A VARIETY OF MEDICAL CONFERENCES BOTH NATIONALLY AND INTERNATIONALLY. THE INSTITUTION IS COMMITTED TO TRANSLATING ITS SCIENTIFIC DISCOVERIES INTO IMPROVED CARE AND TREATMENT OUTCOMES FOR CHILDREN WITH MUSCULOSKELETAL CONDITIONS. TO THAT END, THE ORGANIZATION HAS LAUNCHED A MULTIDISCIPLINARY CENTER FOR PEDIATRIC BONE BIOLOGY AND TRANSLATIONAL RESEARCH. THE CENTER INCLUDES 3,200 SQUARE FEET OF LABORATORIES AND OFFICES DEDICATED TO BONE-RELATED RESEARCH. IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, RESEARCHERS WILL EXPLORE THE ROOT CAUSES OF BONE DISORDERS WITH A "BENCH TO BEDSIDE" TRANSLATIONAL RESEARCH AND TREATMENT APPROACH. THIS PAST YEAR, SCOTTISH RITE STAFF, IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, IDENTIFIED A GENE ASSOCIATED WITH A RARE NEURODEGENERATIVE DISORDER AND DEVELOPED A GENE THERAPY TO TREAT THIS DISORDER THROUGH SUCCESSFUL COMPLETION OF PRE-CLINICAL TRIALS. THE MULTIDISCIPLINARY CENTER WILL ALSO FURTHER EXPAND THE FACILITY'S ROLE AS A TRAINING SITE FOR FELLOWS, VISITING SCIENTISTS AND STUDENTS. IT WILL ALSO HOST INTERNATIONAL GATHERINGS DEDICATED TO COLLABORATIVE RESEARCH THAT WILL BENEFIT CHILDREN THROUGHOUT THE COMMUNITY AND AROUND THE WORLD. ALSO AT THE COMMUNITY LEVEL, THROUGH ITS MOVEMENT SCIENCE LAB, SCOTTISH RITE HAS LED A RESEARCH INITIATIVE AIMED AT PREVENTING SPORTS-RELATED INJURIES IN YOUNG ATHLETES AND PROMOTING LONG TERM HEALTH. FURTHER RESEARCH AT THE COMMUNITY LEVEL INCLUDES RESEARCH CONDUCTED THROUGH THE LUKE WAITES CENTER FOR DYSLEXIA & LEARNING DISORDERS, AS THE CENTER CONTINUES TO FOCUS ON ENHANCING PROGRAMS FOR CHILDREN WITH DYSLEXIA IN ORDER TO PROVIDE THEM THE TOOLS THEY NEED IN ORDER TO SUCCEED ACADEMICALLY AND BEYOND. MEDICAL EDUCATION: FOR MORE THAN 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL SCHOOL, SCOTTISH RITE HAS PROVIDED AN EXTRAORDINARY EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC SURGEONS. NEARLY 200 PHYSICIANS HAVE BENEFITED FROM THE FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, GOING ON TO PROVIDE NEEDED PEDIATRIC SPECIALTY SERVICES ACROSS THE COUNTRY AND AROUND THE WORLD. THE FELLOWSHIP HAS RECENTLY BEEN EXPANDED TO INCLUDE ADDITIONAL FELLOWS IN THE FIELD OF PEDIATRIC ORTHOPEDIC SPORTS SURGERY. IN ADDITION TO THE FELLOWSHIP PROGRAM, THE INSTITUTION PARTICIPATES WITH APPROXIMATELY 93 EDUCATIONAL INSTITUTIONS FOR 22 RESIDENT AND FELLOW LEVEL FIELDS OF STUDY, AS WELL AS 34 DISCIPLINES INVOLVING GRADUATE, UNDERGRADUATE AND HIGH SCHOOL STUDENTS. THE RESIDENCY TRAINING PROGRAM AFFILIATIONS ARE WITH MANY DIFFERENT INSTITUTIONS INCLUDING UTSW, BAYLOR UNIVERSITY MEDICAL CENTER, DALLAS COUNTY HOSPITAL DISTRICT (DCHD), UC SAN DIEGO, TEXAS A&M, CHILDREN'S MEDICAL CENTER OF DALLAS AND TRIPLER ARMY MEDICAL CENTER. THE ORGANIZATION PARTICIPATES IN PHYSICIAN RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS IN AREAS AS DIVERSE AS NEUROLOGY, PEDIATRIC RHEUMATOLOGY, ORTHOPEDICS, RADIOLOGY, DEVELOPMENTAL AND BEHAVIORAL PEDIATRICS, PLASTIC SURGERY, PEDIATRIC REHABILITATION MEDICINE, ANESTHESIA, ORTHOPEDIC SPORTS MEDICINE, UROLOGY, DENTISTRY, PEDIATRIC NEUROLOGY, PEDIATRIC NEUROSURGERY, NEUROPHYSIOLOGY, PEDIATRIC HEADACHE MEDICINE AND PEDIATRIC EMERGENCY MEDICINE. SCOTTISH RITE ALSO HAS EXTENSIVE AFFILIATION PROGRAMS FOR EDUCATION OF STUDENTS IN CLINICAL AREAS, SUCH AS NURSING EXTERNS, PSYCHOLOGY, NEUROPSYCHOLOGY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, TRAINING OF PA AND NP STUDENTS, DIETARY/NUTRITION, DENTAL HYGIENE, THERAPEUTIC RECREATION, MEDICAL LABORATORY, RADIOLOGY SCIENCE, AND SPEECH PATHOLOGY STUDENTS. SCOTTISH RITE ALSO TRAINS STUDENTS IN AREAS AS DIVERSE AS SOCIAL WORK, CRIMINAL JUSTICE, STATISTICS, HEALTH INFORMATION MANAGEMENT AND STEM EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE STUDENTS.
SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT	TX

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
PEDI-ORTHO HEALTH CORPORATION
2222 WELBORN	DALLAS	TX	75219	752665759	501(C)(3)	$100,078	MEDICAL CARE AND RESEARCH
DALLAS SAFETY NET SUPP CORPORATION
1441 N BECKLEY	DALLAS	TX	75203	823131059	501(C)(3)	$4,240,893	DALLAS COUNTY INDIGENT CARE

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS	FormAndLineReferenceDesc
Explanation	THE GRANT TO PEDI-ORTHO HEALTH CORPORATION, A RELATED MEDICAL ENTITY, IS TO SUPPORT THE SERVICES PROVIDED BY THE CORPORATION. THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF THE ENTITY WHICH PROVIDES PEDIATRIC PHYSICIAN SERVICES TO LOCAL MEDICAL FACILITIES THAT PROVIDE EMERGENCY CARE FOR CHILDREN. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. THE HOSPITAL PROVIDES FUNDING TO DALLAS COUNTY SAFETY NET SUPPORT CORPORATION TO SUPPORT LOCAL HOSPITALS IN THE DALLAS COMMUNITY. THE CORPORATION IS MONITORED BY REVIEW OF THE ANNUAL IRS FORM 990.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOHN A HERRING MD
CHIEF OF STAFF EMERITUS (RET 08/31/20)	$31,625	$0	$0	$0	$175,658	$0	$307,715	$0	$0	$0	$514,998	$0	$0	$0
CHARLES E JOHNSTON II MD
FRM ASST CHIEF OF STAFF (RET 04/16/21)	$3,044	$0	$0	$0	$186,611	$0	$211,891	$0	$0	$0	$401,546	$0	$84,040	$0
BENJAMIN S RICHARDS III MD
FRM CHIEF MEDICAL OFFICER (RET 06/30/21)	$0	$0	$0	$0	$138,522	$0	$159,952	$0	$0	$0	$298,474	$0	$0	$0
ROBERT L WALKER
PRESIDENT & CEO	$1,544,617	$0	$0	$0	$83,455	$0	$0	$0	$29,428	$0	$1,657,500	$0	$0	$0
MATTHEW S CHANCE
SR VP, COO	$658,918	$0	$0	$0	$65,823	$0	$20,700	$0	$43,834	$0	$789,275	$0	$0	$0
MICHELLE C HAYS
SVP/CFO	$650,709	$0	$0	$0	$54,574	$0	$20,700	$0	$40,783	$0	$766,766	$0	$0	$0
LORI L DALTON
SR VP & GENERAL COUNSEL	$645,584	$0	$0	$0	$59,988	$0	$20,700	$0	$38,158	$0	$764,430	$0	$0	$0
FREDRIC D RICHMOND
SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25)	$562,231	$0	$0	$0	$56,417	$0	$13,292	$0	$26,968	$0	$658,908	$0	$0	$0
LESLIE A CLONCH JR
VP & CHIEF INFORMATION OFFICER	$499,538	$0	$0	$0	$61,946	$0	$20,700	$0	$41,358	$0	$623,542	$0	$0	$0
DONALD E KATZ
VP FACILITIES & PROCESS DESIGN	$344,695	$0	$0	$0	$28,954	$0	$147,229	$0	$34,545	$0	$555,423	$0	$0	$0
ANGIE E BUCKMEIER
VP, CNO	$415,730	$0	$0	$0	$34,847	$0	$20,700	$0	$38,158	$0	$509,435	$0	$0	$0
MARK RIORDAN
SVP PUBLIC RELATIONS (RESIGNED 2/4/26)	$452,113	$0	$0	$0	$33,298	$0	$8,557	$0	$13,063	$0	$507,031	$0	$0	$0
KRISTINA L KEEVER-SMITH
SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25)	$341,120	$0	$0	$0	$26,335	$0	$137,746	$0	$1,729	$0	$506,930	$0	$0	$0
STEPHANIE K BRIGGER
VP DEVELOPMENT	$261,728	$0	$0	$0	$34,875	$0	$143,627	$0	$12,712	$0	$452,942	$0	$0	$0
JEREMY L HOWELL
VP NORTH CAMPUS	$294,428	$0	$0	$0	$31,533	$0	$18,900	$0	$41,230	$0	$386,091	$0	$0	$0
STACY MILLER
VP HUMAN RESOURCES	$264,218	$0	$0	$0	$9,673	$0	$17,019	$0	$38,835	$0	$329,745	$0	$0	$0
JENNY J JOHNSON
VP REVENUE CYCLE (RESIGNATION 10/25/24)	$221,225	$0	$0	$0	$44,952	$0	$13,446	$0	$18,345	$0	$297,968	$0	$0	$0
ASHLEY C GIVENS
VP DEVELOPMENT & EVENTS	$167,776	$0	$0	$0	$15,997	$0	$35,284	$0	$38,858	$0	$257,915	$0	$0	$0
DANIEL J SUCATO MD MS
CHIEF OF STAFF	$1,421,679	$19,800	$0	$0	$494,119	$0	$149,070	$0	$38,158	$0	$2,103,026	$19,800	$0	$0
PHILIP L WILSON MD
ASST COS/MED DIR NORTH CAMPUS	$1,173,028	$116,900	$0	$0	$359,279	$0	$140,635	$0	$37,903	$0	$1,710,845	$116,900	$0	$0
BRANDON A RAMO MD
ASST COS	$828,368	$56,000	$0	$0	$80,324	$0	$20,700	$0	$41,358	$0	$970,750	$56,000	$0	$0
KARL E RATHJEN MD
ASST COS	$521,048	$12,400	$0	$0	$54,309	$0	$150,561	$0	$13,063	$0	$738,981	$12,400	$0	$0
DAVID A PODESZWA MD
ORTHOPEDIC SURGEON	$749,232	$50,300	$0	$0	$989,356	$0	$140,321	$0	$41,358	$0	$1,920,267	$50,300	$944,415	$0
HENRY B ELLIS MD
ORTHOPEDIC SURGEON	$1,087,356	$124,300	$0	$0	$104,050	$0	$20,700	$0	$38,158	$0	$1,250,264	$124,300	$0	$0
JOHN E ARVESEN MD
ORTHOPEDIC SURGEON	$803,500	$64,800	$0	$0	$66,298	$0	$20,700	$0	$48,279	$0	$938,777	$64,800	$0	$0
WILLIAM Z MORRIS MD
ORTHOPEDIC SURGEON	$799,942	$51,600	$0	$0	$90,021	$0	$20,700	$0	$38,158	$0	$948,821	$51,600	$0	$0
I-YUAN J CHANG MD
RADIOLOGIST	$868,544	$0	$0	$0	$17,725	$0	$20,700	$0	$9,959	$0	$916,928	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS	(INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) DANIEL J. SUCATO, MD - $800
SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES	ROBERT WALKER SOCIAL CLUB DUES USED FOR BUSINESS PURPOSES.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT	JENNY JOHNSON RECEIVED SEVERANCE PAYMENTS OF $27,437 IN CALENDAR YEAR 2024.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN	THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY. THE RRIP PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES WHOSE BENEFITS UNDER THE TAX-QUALIFIED RETIREMENT PLAN HAVE BEEN LIMITED BY THE MAXIMUM BENEFIT AND MAXIMUM COMPENSATION LIMITATIONS IMPOSED UNDER THE TAX- QUALIFIED RETIREMENT PLAN IN ORDER TO COMPLY WITH THE INTERNAL REVENUE CODE. THE TOTAL ACCUMULATED BENEFIT THAT HAS ACCRUED FOR A PARTICIPANT UNDER THE RRIP NORMALLY BECOMES VESTED AND TAXABLE TO A PARTICIPANT WHEN HE OR SHE EITHER HAS ATTAINED AGE 55 AND COMPLETED 15 YEARS OF SERVICE OR ATTAINS AGE 65. THE BENEFIT ACCRUALS FOR A PARTICIPANT AFTER THE DATE OF INITIAL VESTING ARE TAXABLE TO THE PARTICIPANT WHEN AND AS ACCRUED. RRIP BENEFITS BECOME PAYABLE AFTER TERMINATION OF EMPLOYMENT. UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE MET THE VESTING REQUIREMENTS AS A PARTICIPANT IN 2024. UPON MEETING THE VESTING REQUIREMENT OF AGE 55 AND 15 YEARS OF SERVICE UNDER THE RRIP, THE PARTICIPANT'S ACTUAL CUMULATIVE BENEFIT EARNED SINCE THEIR DATE OF HIRE IS CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND SUBJECT TO TAXATION IN CALENDAR YEAR 2024 AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. THE ESTIMATED HISTORICAL BENEFIT ACCRUAL HAS BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON A PREVIOUS FORM 990. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) & F AND W-2 BOX 5) DAVID A. PODESZWA, MD - 944,415 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED AS A PARTICIPANT. THE ADDITIONAL BENEFIT ACCRUAL EARNED DURING THE CALENDAR YEAR 2024 HAS BEEN CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND IS SUBJECT TO TAXATION AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE ADDITIONAL BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5) KARL E. RATHJEN, MD - 6,767 DANIEL J. SUCATO, MD, MS - 418,883 PHILIP L. WILSON, MD - 298,213 UNDER THE TERMS OF THE RRIP, THE FOLLOWING FORMER EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE RRIP DURING 2024 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B (III) & W-2, BOX 5) CHARLES E. JOHNSTON III, MD (RET 04/16/2021) - 102,571 JOHN A. HERRING, MD (RET 08/2020) - 175,658 BENJAMIN S. RICHARDS III, MD (RET 06/30/2021 - 138,522 THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIBIGLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY). UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2024. (INCLUDED ON SCHEDULE J, PART II, COLUMN B AND W-2, BOX 1 AND 5) CHARLES E. JOHNSTON III, MD (RET 04/16/2021) - 84,039 THE FLEXIBLE BENEFITS PLAN IS A NON QUALIFED PLAN PROVIDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY, AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTION AMOUNTS ALLOCATED TO A PARTICIPANT UNDER THIS PLAN FOR EACH YEAR ARE TAXABLE TO THE PARTICIPANT FOR SUCH YEAR. THE EARNINGS ON THE RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFIT PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2024. (INCLUDED IN SCHEDULE J, PART II, COLUMN B (III), AND W-2, BOX 5) JOHN E. ARVENSEN, MD- 34,696 STEPHANIE K. BRIGGER - 11,747 ANGIE BUCKMEIER- 18,900 MATTHEW S. CHANCE - 28,620 LESLIE A. CLONCH, JR - 22,792 LORI L. DALTON - 28,917 HENRY B. ELLIS, MD - 42,750 ASHLEY C. GIVENS 7,582 MICHELLE C. HAYS - 29,250 JEREMY L. HOWELL - 13,451 JENNY J. JOHNSON - 9,921 DONALD E. KATZ - 15,912 KRISTINA L. KEEVER-SMITH - 15,210 WILLIAM MORRIS, MD - 34,696 DAVID A. PODESZWA, MD - 33,687 BRANDON A. RAMO, MD,- 35,960 KARL E. RATHJEN, MD - 34,494 FREDRIC D. RICHMOND - 25,319 MARK A. RIORDAN - 20,250 DANIEL J. SUCATO, MD, MS - 63,181 ROBERT L. WALKER - 69,005 PHILIP L. WILSON, MD - 49,812

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANDREW BUCKMEIER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	SON TO OFFICER	RelationshipDescriptionTxt
Transaction	$89,914	TransactionAmt
Transaction	EMPLOYEE/NON-OFFICER OF TSRHC	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV	FormAndLineReferenceDesc
Explanation	ANDREW BUCKMEIER IS THE SON OF ANGIE BUCKMEIER, CHIEF NURSING OFFICER	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$1,159,338	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

Field	Value	IRS element (for citing)
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$35,050,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$19,998	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	FLOWERS	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$6,390	NoncashContributionsRptF990Amt
Method Of Determining Revenues	MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE M, PART I, LINE 32B THIRD PARTIES USED TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS	SOLICITATION, PROCESSING, OR NONCASH CONTRIBUTIONS TSRHC USES THIRD PARTY BROKERS TO SELL DONATED SECURITIES AND OTHER THIRD-PARTY SPECIALISTS TO SELL OTHER NON-CASH DONATIONS OF VEHICLES, REAL ESTATE AND OTHER ASSETS.
SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS	SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTIONS REAL ESTATE - RESIDENTIAL - NUMBER OF CONTRIBUTIONS COLLECTIBLES - NUMBER OF CONTRIBUTIONS OTHER - FLOWERS NUMBER OF CONTRIBUTION

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4B CONTINUED PROGRAM SERVICE DESCRIPTION	THE MAJOR DISCOVERIES AND RESEARCH APPLICATIONS AT SCOTTISH RITE INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILOTM 5.5 SPINAL SYSTEM; THE TRUE/LOKTM EXTERNAL FIXATION SYSTEM; THE TRUE/LOK HEXAPOD SYSTEMTM; TRUELOK EVO; AND TRUELOK ELEVATE. THIS PAST YEAR, SCOTTISH RITE STAFF, IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, IDENTIFIED A GENE ASSOCIATED WITH A RARE NEURODEGENERATIVE DISORDER AND DEVELOPED A GENE THERAPY TO TREAT THIS DISORDER THROUGH SUCCESSFUL COMPLETION OF PRE-CLINICAL TRIALS.
FORM 990, PART III, LINE 4C CONTINUED PROGRAM SERVICE DESCRIPTION	IN ADDITION, PHYSICIANS FROM SOME OF THE MAJOR HAND CENTERS HAVE TRAINED AT THE HOSPITAL IN THE SUBSPECIALITY OF PEDIATRIC HAND SURGERY. THE ORGANIZATION PARTICIPATES IN PHYSICIAN RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS IN AREAS AS DIVERSE AS NEUROLOGY, PEDIATRIC RHEUMATOLOGY, ORTHOPEDICS, RADIOLOGY, DEVELOPMENTAL AND BEHAVIORAL PEDIATRICS, PLASTIC SURGERY, PEDIATRIC REHABILITATION MEDICINE, ANESTHESIA, ORTHOPEDIC SPORTS MEDICINE, UROLOGY, DENTISTRY, PEDIATRIC NEUROLOGY, PEDIATRIC NEUROSURGERY, NEUROPHYSIOLOGY, PEDIATRIC HEADACHE MEDICINE AND PEDIATRIC EMERGENCY MEDICINE. SCOTTISH RITE ALSO HAS EXTENSIVE AFFILIATION PROGRAMS FOR EDUCATION OF STUDENTS IN CLINICAL AREAS, SUCH AS NURSING EXTERNS, PSYCHOLOGY, NEUROPSYCHOLOGY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, TRAINING OF PA AND NP STUDENTS, DIETARY/NUTRITION, DENTAL HYGIENE, THERAPEUTIC RECREATION, MEDICAL LABORATORY, RADIOLOGY SCIENCE, AND SPEECH PATHOLOGY STUDENTS. SCOTTISH RITE ALSO TRAINS STUDENTS IN AREAS AS DIVERSE AS SOCIAL WORK, CRIMINAL JUSTICE, STATISTICS, HEALTH INFORMATION MANAGEMENT AND STEM EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE STUDENTS.
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIP AMONGST INTERESTED PERSONS	DANIEL J. SUCATO, MD, MS, MD; DAVID A. PODESZWA, MD; PHILIP L. WILSON, MD; HENRY B. ELLIS, MD; BRANDON A. RAMO, MD; JOHN E ARVESEN, MD; WILLIAM Z. MORRIS, MD; KARL E. RATHJEN, MD HAVE A BUSINESS RELATIONSHIP WITH ROBERT L. WALKER, LORI DALTON, AND MICHELLE HAYS 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, KRISTINA KEEVER-SMITH, AND ASHLEY GIVENS 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. ROBERT L. WALKER, LORI DALTON, MICHELLE HAYS, AND KARL RATHJEN, MD HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY	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 & COMPLIANCE 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.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY	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 & COMPLIANCE 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.
FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL	THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES THE SALARY AND BENEFITS OF THE CEO OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS. BI-ANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF THE CEO, WITH UPDATED MARKET DATA BEING PROVIDED ANNUALLY. THIS INFORMATION IS PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE COMPENSATION BEING APPROVED WITHOUT PARTICIPATION BY THE PERSON WHOSE COMPENSATION WAS BEING APPROVED OR ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST, ALL OF WHICH IS DOCUMENTED IN COMMITTEE MINUTES.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES	THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS, IN ADDITION TO PHYSICIAN COMPENSATION DATA FROM LOCAL ACADEMIC AND PRIVATE PRACTICE SETTINGS. BI-ANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS THE SALARIES AND BENEFITS OF THE OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES, WITH UPDATED MARKET DATA BEING PROVIDED ANNUALLY. THIS INFORMATION IS PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH COMPENSATION BEING APPROVED WITHOUT PARTICIPATION BY THE PERSON WHOSE COMPENSATION WAS BEING APPROVED OR ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST, ALL OF WHICH IS DOCUMENTED IN COMMITTEE MINUTES.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE	ALL OTHER REVENUE - TOTAL REVENUE: 172303, RELATED OR EXEMPT FUNCTION REVENUE: 172303, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ;
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES	PENSION LIABILITY ADJUSTMENT - 14951184; CHANGE IN BENEFICIAL INTEREST - 4153133; INVESTMENT IN PEDI ORTHO HEALTH CORPORATION - -1800000; OTHER NON-OPERATING LOSSES AND ADJUSTMENTS - -999; TOTAL - 17303318;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
PEDI-ORTHO HEALTH CORPORATION
2222 WELBORN ST	DALLAS	TX	75219	752665759	PHYSICIANS	TX	501(C)(3)	10	TEXAS SCOTTISH RITE HOSPITAL	Yes (true)
TSRH SCHOLARSHIP FUND (DBA LEGACY SCHOLARSHIP
2222 WELBORN ST	DALLAS	TX	75219	752106637	SCHOLARSHIP	TX	501(C)(3)	7	TEXAS SCOTTISH RITE HOSPITAL	Yes (true)
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION
2222 WELBORN ST	DALLAS	TX	75219	460683787	SUPPORT TEXAS SCOTTISH RITE HOSPITAL	TX	501(C)(3)	7	TEXAS SCOTTISH RITE HOSPITAL	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
PEG WELBORN PRIVATE EQUITY FUND LP
277 PARK AVENUE 21ST FLOOR	NEW YORK	NY	10172	812431328	INVESTMENTS	NY	TEXAS SCOTTISH RITE HOSPITAL	EXCLUDED	$19,914,614	$324,094,293	false	-$249,042	false	0.9508
ALGERT INTERNATIONAL SMALL CAP FUND LP
101 CALIFORNIA STREET SUITE 4225	SAN FRANCISCO	CA	94111	815047625	INVESTMENTS	CA	TEXAS SCOTTISH RITE HOSPITAL	EXCLUDED	$20,121,077	$158,831,682	false	$0	false	0.7322

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CHARITABLE REMAINDER TRUST (1)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	CHARITABLE REMAINDER TRUST	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	TRUST	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
PEDI-ORTHO HEALTH CORPORATION
B	$1,900,078	MARKET VALUE
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION
C	$326,663	MARKET VALUE
PEDI ORTHO HEALTH CORPORATION
L	$219,339	MARKET VALUE
PEDI ORTHO HEALTH CORPORATION
Q	$2,349,245	MARKET VALUE
PEG WELBORN PRIVATE EQUITY FUND LP
B	$59,018,248	CASH
PEG WELBORN PRIVATE EQUITY FUND LP
C	$57,504,611	CASH
TSRH SCHOLARSHIP FUND
P	$98,301	MARKET