2026-08-14T12:07:34+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 120 E PALMETTO PARK ROAD SUITE 403 BOCA RATON FL 33432 990 2024-10-01 750818178 TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN TEXA 2145595000 2222 WELBORN ST DALLAS TX 75219 MICHELLE C HAYS SVP/CFO 2145595000 2026-08-14 true APRIL ARNOLD P01559426 5612991820 2026-08-14 2024 2025-03-06 01:10:19Z TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN ROBERT L WALKER 2222 WELBORN ST DALLAS TX 75219 1174696632 false X WWW.SCOTTISHRITEFORCHILDREN.ORG X 1921 TX IMPROVING THE LIVES OF CHILDREN WITH ORTHOPEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION. 35 35 1460 840 1105959 0 24982179 74334680 139114856 155565245 112976655 221855105 219140734 294002620 496214424 745757650 1388578 4340971 0 160076679 170531160 0 8947129 127070598 138664013 288535855 313536144 207678569 432221506 4354540860 4946776863 136253473 130833763 4218287387 4815943100 TO PROVIDE THE HIGHEST QUALITY CARE TO IMPROVE THE LIVES OF CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS AND SPECIFIC LEARNING DISABILITIES. TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOCUSES ON PATIENT CARE, RESEARCH AND EDUCATION. false false 207223192 4340971 179495312 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. 22060384 0 0 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) 10365728 0 0 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) 239649304 true true false true false false false false false true true true false false true true false true false false true false false false true true true true true false true false false false false false false false false true false true false false false false true true true false false true 335 0 true 1460 true true true false false false false true true false false false false true false X 35 35 true false false false false false false true true false false false true true true true true true true true false false X JENNIFER DEASON 2145597862 2222 WELBORN DALLAS TX 75219 GUY F STOVALL JR VICE PRESIDENT & ASST TREASURER (DECEASED 07/24/25) 3.0 0 X X 0 0 0 HAROLD D CARTER VICE CHAIRMAN 4.0 1.0 X X 0 0 0 JAMES E LANEY VICE PRESIDENT & TREASURER 3.0 0 X X 0 0 0 LYNDON L OLSON JR CHAIRMAN 6.0 1.0 X X 0 0 0 M DOUGLAS ADKINS VICE CHAIRMAN 4.0 1.0 X X 0 0 0 RONALD L SKAGGS VICE PRESIDENT & SECRETARY 4.0 0 X X 0 0 0 BERT VERNON MASSEY II TRUSTEE (DECEASED 11/13/24) 3.0 0 X 0 0 0 BRACK JONES JR TRUSTEE 3.0 0 X 0 0 0 BRADY G ELLIOTT TRUSTEE 3.0 0 X 0 0 0 CLAUDE O ERVIN TRUSTEE 4.0 0 X 0 0 0 DAN F DAVIDSON TRUSTEE 4.0 0 X 0 0 0 DONNY W BROUGHTON TRUSTEE 3.0 0 X 0 0 0 DOUGLAS S MAXEY TRUSTEE 3.0 0 X 0 0 0 GLEN WHITLEY TRUSTEE 3.0 0 X 0 0 0 H FINLAY WATKINS TRUSTEE 3.0 0 X 0 0 0 JAMES C PENN TRUSTEE 4.0 0 X 0 0 0 JAMES D NYFELER SR TRUSTEE 4.0 0 X 0 0 0 JAMES F CHAMBERS TRUSTEE 3.0 0 X 0 0 0 JAMES L WILLIAMS TRUSTEE 3.0 0 X 0 0 0 JEFF W SMITH TRUSTEE 4.0 0 X 0 0 0 JOE H TYDLASKA TRUSTEE (DECEASED 2/16/25) 3.0 0 X 0 0 0 JOHN E WOOD TRUSTEE 3.0 0 X 0 0 0 JOSEPH M DEALEY JR TRUSTEE 3.0 0 X 0 0 0 KENNETH C CURRY TRUSTEE 4.0 0 X 0 0 0 KIM J ASKEW TRUSTEE 3.0 0 X 0 0 0 MICHAEL K PICKENS TRUSTEE 4.0 0 X 0 0 0 MICHAEL L WIGGINS PHD TRUSTEE 3.0 0 X 0 0 0 PATSY WOODS MARTIN TRUSTEE 3.0 0 X 0 0 0 RALPH WAYNE TRUSTEE (DECEASED 12/19/24) 3.0 0 X 0 0 0 RONALD L CARTER TRUSTEE 4.0 0 X 0 0 0 RUSSELL C BROWN TRUSTEE 4.0 0 X 0 0 0 STEPHEN F CROSS TRUSTEE 3.0 0 X 0 0 0 W EUGENE BROOKSHIRE TRUSTEE (DECEASED 5/20/25) 3.0 0 X 0 0 0 W M GOWER TRUSTEE (RESIGNED 03/31/25) 3.0 0 X 0 0 0 W VERNON BURKE JR TRUSTEE (DECEASED 12/4/24) 3.0 0 X 0 0 0 ALEX PARAISON HIRED 020325 VP REVENUE CYCLE 40.0 0 X 0 0 0 ANGIE E BUCKMEIER VP, CNO 40.0 0 X 450577 0 58858 ASHLEY C GIVENS VP DEVELOPMENT & EVENTS 39.0 1.0 X 183773 0 74142 DONALD E KATZ VP FACILITIES & PROCESS DESIGN 40.0 0 X 373649 0 181774 FREDRIC D RICHMOND SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25) 40.0 0 X 618648 0 40260 JENNY J JOHNSON VP REVENUE CYCLE (RESIGNATION 10/25/24) 40.0 0 X 266177 0 31791 JEREMY L HOWELL VP NORTH CAMPUS 40.0 0 X 325961 0 60130 KRISTINA L KEEVER-SMITH SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25) 39.0 1.0 X 367455 0 139475 LESLIE A CLONCH JR VP & CHIEF INFORMATION OFFICER 40.0 0 X 561484 0 62058 LORI L DALTON SR VP & GENERAL COUNSEL 37.0 3.0 X 705572 0 58858 MARK RIORDAN SVP PUBLIC RELATIONS (RESIGNED 2/4/26) 40.0 0 X 485411 0 21620 MATTHEW S CHANCE SR VP, COO 40.0 0 X 724741 0 64534 MICHELLE C HAYS SVP/CFO 38.0 2.0 X 705283 0 61483 ROBERT L WALKER PRESIDENT & CEO 38.0 2.0 X 1628072 0 29428 STACY MILLER VP HUMAN RESOURCES 40.0 0 X 273891 0 55854 STEPHANIE K BRIGGER VP DEVELOPMENT 40.0 0 X 296603 0 156339 BRANDON A RAMO MD ASST COS 39.0 1.0 X 908692 56000 62058 DANIEL J SUCATO MD MS CHIEF OF STAFF 39.0 1.0 X 1915798 19800 187228 KARL E RATHJEN MD ASST COS 30.0 2.0 X 575357 12400 163624 PHILIP L WILSON MD ASST COS/MED DIR NORTH CAMPUS 38.0 2.0 X 1532307 116900 178538 DAVID A PODESZWA MD ORTHOPEDIC SURGEON 39.0 1.0 X 1738588 50300 181679 HENRY B ELLIS MD ORTHOPEDIC SURGEON 39.0 1.0 X 1191406 124300 58858 I-YUAN J CHANG MD RADIOLOGIST 40.0 0 X 886269 0 30659 JOHN E ARVESEN MD ORTHOPEDIC SURGEON 39.0 1.0 X 869798 64800 68979 WILLIAM Z MORRIS MD ORTHOPEDIC SURGEON 39.0 1.0 X 889963 51600 58858 BENJAMIN S RICHARDS III MD FRM CHIEF MEDICAL OFFICER (RET 06/30/21) 0.0 0.0 X 138522 0 159952 CHARLES E JOHNSTON II MD FRM ASST CHIEF OF STAFF (RET 04/16/21) 0.0 0.0 X 189655 0 211891 JOHN A HERRING MD CHIEF OF STAFF EMERITUS (RET 08/31/20) 0.0 0.0 X 207283 0 307715 19010935 496100 2766643 369 true true false HC BECK LTD 1601 ELM STREET STE 2800 DALLAS TX 75201 CONSTRUCTION 26398283 KPMG 2323 ROSS AVE DALLAS TX 75201 CYBERSECURITY 1764892 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 753909029 MEDICAL SERVICES 1685125 CHILDREN'S MEDICAL CENTER DALLAS 2330 INWOOD ROAD DALLAS TX 75235 MEDICAL SERVICES 857531 ARGUS PARTNERS LLC 1111 W CARRIER PKWY 300 GRAND PRAIRIE TX 75050 IT SERVICES 662751 33 0 0 2149952 326663 742613 71115452 36235726 74334680 NET OUTPATIENT REVENUE 622310 84196598 84196598 NET INPATIENT REVENUE 622310 36381668 36381668 OTHER PATIENT RELATED REVENUE 622310 34986979 34986979 0 0 0 0 155565245 134156883 -233613 134390496 0 0 265367414 265367414 640473 0 640473 0 640473 640473 511223160 2525981 425647122 403797 85576038 2122184 87698222 -3465 87701687 564778 2149952 983321 -418543 -418543 20000 20000 20000 6177662 1904742 4272920 1152748 3120172 SURFACE DAMAGE/WATER SALES 110000 22327905 22327905 CAFETERIA /CATERING SALES 722310 862189 862189 OTHER REVENUE 900099 757959 567670 190289 172303 172303 0 0 24120356 745757650 179495312 1105959 490821699 4340971 4340971 0 0 0 0 0 0 14051392 4289382 8553184 1208826 89914 89914 121106712 105851978 11980615 3274119 8768244 7353443 1182567 232234 18416811 14158624 3749153 509034 8098087 6765207 1094670 238210 0 0 0 0 552121 0 547836 4285 648188 0 648188 0 81279 81279 9612433 9612433 16207241 12065502 3921572 220167 4722404 2650986 1238002 833416 8916087 5784238 2418582 713267 18001927 14053499 3242507 705921 1784159 1784159 13249334 10650651 2286832 311851 1086269 839077 230698 16494 395579 294218 93351 8010 0 0 0 0 0 0 0 0 26605063 16816408 9202264 586391 1737184 50671 1686513 MEDICAL & OTHER SUPPLIES 25777505 25692601 84904 BAD DEBT EXPENSE 6207689 6207689 RANCH OPERATIONS 3079551 3079551 0 0 0 0 313536144 239649304 64939711 8947129 0 8161844 15077651 450821 2989711 64377649 85919676 0 0 0 0 5156101 5213577 14847013 11574743 614847692 242940937 380301217 371906755 476654534 524264137 3296065317 3774137937 0 108526364 155692676 4354540860 4946776863 31712646 39992013 985163 1096766 0 0 103555664 89744984 136253473 130833763 X 4048677571 4631487850 169609816 184455250 4218287387 4815943100 4354540860 4946776863 X 432221506 148130889 17303318 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 81279 81279 false SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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. 3028377626 232375742 288899577 83357565 3466295380 2515214056 182699035 418845905 88381370 3028377626 2237616010 180487759 210388633 113278346 2515214056 2492468691 223445894 -353213687 125084888 2237616010 2216104723 2500 294544855 18183387 2492468691 0.97 0.01 0.02 true false 84592410 84592410 413883412 162360595 251522817 1284899 894926 389973 110631992 77152832 33479160 4454979 2532584 1922395 371906755 179274 F CLOSELY-HELD EQUITY INTERESTS 179274 F FINANCIAL DERIVATIVES INVESTMENTS-OTHER SECURITIES CAYMAN ISLANDS CORPORATION AND TRUST 579710105 F COMMON COLLECTIVE TRUSTS 2421129146 F PARTNERSHIPS 773119412 F VALUE IN REG INV COMPANIES F GOVERNMENT SECURITIES F ASSETS LIMITED AS TO USE 3774137937 FEDERAL INCOME TAXES OTHER LIABILITIES RESTORATION 47296156 OTHER DEFERRED RETIREMENT PLANS 28870514 LEASE LIABILITIES 2340458 OTHER LIABILITIES 11237856 89744984 X 0 0 0 0 0 0 0 0 0 0 0 0 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 579710105 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 46 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 35313 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 142972 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 1449 0 0 0 0 0 0 579889885 0 579889885 true false true true true false SCHEDULE F, PART I, LINE 3 METHOD USED TO ACCOUNT FOR EXPENDITURES ON ORG'S FINANCIAL STATEMENTS CENTRAL AMERICA AND THE CARIBBEAN-ACCRUAL; EAST ASIA AND THE PACIFIC-ACCRUAL; EUROPE (INCLUDING ICELAND AND GREENLAND)-ACCRUAL; NORTH AMERICA (CANADA & MEXICO ONLY)-ACCRUAL ANNUAL GALA 709435 642535 66900 15621 20323 24852 21375 GOLF TOURNAMENT 479218 380593 98625 1100 72318 47316 69692 18 1526077 1126824 399253 10443 226116 82146 10998 381021 2714730 2149952 564778 11543 314055 149785 35850 472088 983321 -418543 0 0 20000 false 0 20000 TX false THE STATE OF TEXAS DOES NOT REQUIRE A LICENSE FOR OCCASIONAL GAMING ACTIVITIES (UP TO FOUR PER YEAR). false true false 0.0 1.0 JENNIFER DEASON 2222 WELBORN STREET DALLAS TX 75219 false JENNIFER DEASON 0 RECORD KEEPING X false true true X true X true X 1000 true true true false true true 36938133 9513280 27424853 0.08924 76133034 53621391 22511643 0.07325 0 0.0 0 0 113071167 63134671 49936496 0.16249 14865188 14865188 0.04837 11057069 11057069 0.03598 0 0.0 22645036 1074660 21570376 0.07019 4240893 4240893 0.01380 0 0 52808186 1074660 51733526 0.16833 0 0 165879353 64209331 101670022 0.33082 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 1104794 1104794 0.00359 0 0 1104794 0 1104794 0.00359 true 6207689 17012 11805 5207 X true true 1 1 TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN ST DALLAS TX 75219 WWW.SCOTTISHRITEHOSPITAL.ORG 000054 X X X X X ORTHOPEDIC, NEURODEVELOPMENT & MUSCULOSKELETAL TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 1 false false true X X X X X X X X X 25 true false true true X https://scottishriteforchildren.org/wp-content/uploads/2025/09/SRC-2025-CHNA-Report.pdf X true 26 false true false true X 200.0 999.0 X true true X X X true X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/ X X X X X X true X false X X X X true X false false 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). 2 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 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 true PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN DALLAS TX 75219 752665759 501(C)(3) 100078 MEDICAL CARE AND RESEARCH DALLAS SAFETY NET SUPP CORPORATION 1441 N BECKLEY DALLAS TX 75203 823131059 501(C)(3) 4240893 DALLAS COUNTY INDIGENT CARE 2 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS 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. X X true true X X X X true true false false false false false false false JOHN A HERRING MD CHIEF OF STAFF EMERITUS (RET 08/31/20) 31625 0 0 0 175658 0 307715 0 0 0 514998 0 0 0 CHARLES E JOHNSTON II MD FRM ASST CHIEF OF STAFF (RET 04/16/21) 3044 0 0 0 186611 0 211891 0 0 0 401546 0 84040 0 BENJAMIN S RICHARDS III MD FRM CHIEF MEDICAL OFFICER (RET 06/30/21) 0 0 0 0 138522 0 159952 0 0 0 298474 0 0 0 ROBERT L WALKER PRESIDENT & CEO 1544617 0 0 0 83455 0 0 0 29428 0 1657500 0 0 0 MATTHEW S CHANCE SR VP, COO 658918 0 0 0 65823 0 20700 0 43834 0 789275 0 0 0 MICHELLE C HAYS SVP/CFO 650709 0 0 0 54574 0 20700 0 40783 0 766766 0 0 0 LORI L DALTON SR VP & GENERAL COUNSEL 645584 0 0 0 59988 0 20700 0 38158 0 764430 0 0 0 FREDRIC D RICHMOND SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25) 562231 0 0 0 56417 0 13292 0 26968 0 658908 0 0 0 LESLIE A CLONCH JR VP & CHIEF INFORMATION OFFICER 499538 0 0 0 61946 0 20700 0 41358 0 623542 0 0 0 DONALD E KATZ VP FACILITIES & PROCESS DESIGN 344695 0 0 0 28954 0 147229 0 34545 0 555423 0 0 0 ANGIE E BUCKMEIER VP, CNO 415730 0 0 0 34847 0 20700 0 38158 0 509435 0 0 0 MARK RIORDAN SVP PUBLIC RELATIONS (RESIGNED 2/4/26) 452113 0 0 0 33298 0 8557 0 13063 0 507031 0 0 0 KRISTINA L KEEVER-SMITH SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25) 341120 0 0 0 26335 0 137746 0 1729 0 506930 0 0 0 STEPHANIE K BRIGGER VP DEVELOPMENT 261728 0 0 0 34875 0 143627 0 12712 0 452942 0 0 0 JEREMY L HOWELL VP NORTH CAMPUS 294428 0 0 0 31533 0 18900 0 41230 0 386091 0 0 0 STACY MILLER VP HUMAN RESOURCES 264218 0 0 0 9673 0 17019 0 38835 0 329745 0 0 0 JENNY J JOHNSON VP REVENUE CYCLE (RESIGNATION 10/25/24) 221225 0 0 0 44952 0 13446 0 18345 0 297968 0 0 0 ASHLEY C GIVENS VP DEVELOPMENT & EVENTS 167776 0 0 0 15997 0 35284 0 38858 0 257915 0 0 0 DANIEL J SUCATO MD MS CHIEF OF STAFF 1421679 19800 0 0 494119 0 149070 0 38158 0 2103026 19800 0 0 PHILIP L WILSON MD ASST COS/MED DIR NORTH CAMPUS 1173028 116900 0 0 359279 0 140635 0 37903 0 1710845 116900 0 0 BRANDON A RAMO MD ASST COS 828368 56000 0 0 80324 0 20700 0 41358 0 970750 56000 0 0 KARL E RATHJEN MD ASST COS 521048 12400 0 0 54309 0 150561 0 13063 0 738981 12400 0 0 DAVID A PODESZWA MD ORTHOPEDIC SURGEON 749232 50300 0 0 989356 0 140321 0 41358 0 1920267 50300 944415 0 HENRY B ELLIS MD ORTHOPEDIC SURGEON 1087356 124300 0 0 104050 0 20700 0 38158 0 1250264 124300 0 0 JOHN E ARVESEN MD ORTHOPEDIC SURGEON 803500 64800 0 0 66298 0 20700 0 48279 0 938777 64800 0 0 WILLIAM Z MORRIS MD ORTHOPEDIC SURGEON 799942 51600 0 0 90021 0 20700 0 38158 0 948821 51600 0 0 I-YUAN J CHANG MD RADIOLOGIST 868544 0 0 0 17725 0 20700 0 9959 0 916928 0 0 0 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 ANDREW BUCKMEIER SON TO OFFICER 89914 EMPLOYEE/NON-OFFICER OF TSRHC false SCHEDULE L, PART IV ANDREW BUCKMEIER IS THE SON OF ANGIE BUCKMEIER, CHIEF NURSING OFFICER 11 1159338 MARKET VALUE 2 35050000 MARKET VALUE 1 19998 MARKET VALUE X FLOWERS 1 6390 MARKET VALUE 2 false false true 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 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; PEDI-ORTHO HEALTH CORPORATION 2222 WELBORN ST DALLAS TX 75219 752665759 PHYSICIANS TX 501(C)(3) 10 TEXAS SCOTTISH RITE HOSPITAL true TSRH SCHOLARSHIP FUND (DBA LEGACY SCHOLARSHIP 2222 WELBORN ST DALLAS TX 75219 752106637 SCHOLARSHIP TX 501(C)(3) 7 TEXAS SCOTTISH RITE HOSPITAL 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 true PEG WELBORN PRIVATE EQUITY FUND LP 277 PARK AVENUE 21ST FLOOR NEW YORK NY 10172 812431328 INVESTMENTS NY TEXAS SCOTTISH RITE HOSPITAL EXCLUDED 19914614 324094293 false -249042 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 20121077 158831682 false 0 false 0.7322 CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST TX NA TRUST false false true true false false false false false false false false true true true true true true false false PEDI-ORTHO HEALTH CORPORATION B 1900078 MARKET VALUE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION C 326663 MARKET VALUE PEDI ORTHO HEALTH CORPORATION L 219339 MARKET VALUE PEDI ORTHO HEALTH CORPORATION Q 2349245 MARKET VALUE PEG WELBORN PRIVATE EQUITY FUND LP B 59018248 CASH PEG WELBORN PRIVATE EQUITY FUND LP C 57504611 CASH TSRH SCHOLARSHIP FUND P 98301 MARKET