TY 2013 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) M DOUGLAS ADKINS........................................................................ VICE CHAIRMAN	4.0 .......................1.0	X	X
(2) FRED E ALLEN........................................................................ VICE PRESIDENT	4.0 .......................0.0	X	X
(3) PAT BEARD........................................................................ TRUSTEE (DECEASED 11/30/13)	0.0 .......................0.0	X
(4) W EUGENE BROOKSHIRE........................................................................ TRUSTEE	3.0 .......................0.0	X
(5) RUSSELL C BROWN........................................................................ TRUSTEE	3.0 .......................0.0	X
(6) W VERNON BURKE JR........................................................................ TRUSTEE	3.0 .......................1.0	X
(7) CLIFFORD E BUTLER........................................................................ TRUSTEE	3.0 .......................0.0	X
(8) HAROLD D CARTER........................................................................ VICE CHAIRMAN	4.0 .......................1.0	X	X
(9) RONALD L CARTER........................................................................ TRUSTEE	4.0 .......................1.0	X
(10) DANIEL H CHAPMAN........................................................................ VICE PRESIDENT	4.0 .......................1.0	X	X
(11) GRAHAM H CHILDRESS........................................................................ VICE PRESIDENT	4.0 .......................0.0	X	X
(12) DAVID COUNTS JR........................................................................ TRUSTEE	3.0 .......................0.0	X
(13) STEPHEN F CROSS........................................................................ TRUSTEE	3.0 .......................1.0	X
(14) KENNETH C CURRY........................................................................ TRUSTEE	2.0 .......................0.0	X
(15) DAN F DAVIDSON........................................................................ TRUSTEE	4.0 .......................0.0	X
(16) JOSEPH M DEALEY JR........................................................................ TRUSTEE	3.0 .......................0.0	X
(17) LEE DRAIN........................................................................ VICE CHAIRMAN	4.0 .......................1.0	X	X

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) CLAUDE O ERVIN........................................................................ TRUSTEE	4.0 .......................0.0	X					0	0	0
(19) JERRY C GILMORE........................................................................ VP & ASSISTANT SECRETARY	4.0 .......................1.0	X	X				0	0	0
(20) ROBERT J GLASGOW........................................................................ TRUSTEE (END 12/31/13)	2.0 .......................0.0	X					0	0	0
(21) WM GOWER........................................................................ TRUSTEE	4.0 .......................0.0	X					0	0	0
(22) THOMAS F GRIFFIN........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(23) TOM GUEST........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(24) REESE L HARRISON JR........................................................................ TRUSTEE	4.0 .......................0.0	X					0	0	0
(25) LEONARD P HARVEY........................................................................ TRUSTEE	3.0 .......................1.0	X					0	0	0
(26) THOMAS L HIGGINS........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(27) VESTER T HUGHES JR........................................................................ VICE PRESIDENT	4.0 .......................1.0	X	X				0	0	0
(28) BRACK JONES JR........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(29) JAMES E LANEY........................................................................ VICE PRESIDENT	4.0 .......................0.0	X	X				0	0	0
(30) LEO G MARTIN JR........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(31) DOUGLAS S MAXEY........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(32) JOHN C NOBLES........................................................................ TRUSTEE	4.0 .......................0.0	X					0	0	0
(33) ROBERT A NORTHCUTT PHD........................................................................ TRUSTEE	4.0 .......................1.0	X					0	0	0
(34) LYNDON L OLSON JR........................................................................ CHAIRMAN OF THE BOARD	6.0 .......................1.0	X	X				0	0	0
(35) C CLIFTON ROBINSON........................................................................ TRUSTEE	4.0 .......................0.0	X					0	0	0
(36) FRANK C ROCKABRAND........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(37) RONALD L SKAGGS........................................................................ VICE PRESIDENT & SECRETARY	4.0 .......................0.0	X	X				0	0	0
(38) GUY F STOVALL JR........................................................................ VP & ASSISTANT TREASURER	4.0 .......................0.0	X	X				0	0	0
(39) MURRAY WATSON JR........................................................................ TRUSTEE	3.0 .......................0.0	X					0	0	0
(40) RALPH WAYNE........................................................................ TRUSTEE	3.0 .......................0.0	X
(41) JERRY D WEBBER........................................................................ Trustee (END 08/21/14)	2.0 .......................0.0	X
(42) JM WILLSON JR........................................................................ VICE PRESIDENT & TREASURER	4.0 .......................0.0	X	X				0	0	0
(43) ROBERT WALKER........................................................................ PRESIDENT/CEO	40.0 .......................1.0		X				606,702	0	25,039
(44) JC MONTGOMERY JR........................................................................ PRESIDENT, EMERITUS	10.0 .......................30.0		X				488,924	0	24,686
(45) WILLIAM HUSTON........................................................................ SENIOR VICE PRESIDENT & CFO	40.0 .......................2.0		X				70,158	0	424
(46) LORI DALTON........................................................................ SR. VP & GENERAL COUNSEL	40.0 .......................2.0		X				345,952	0	48,211
(47) M SCOTT PERRYMAN........................................................................ SENIOR VICE PRESIDENT	40.0 .......................1.0		X				284,498	0	49,485
(48) MARK BATEMAN........................................................................ SENIOR VICE PRESIDENT	40.0 .......................5.0		X				336,615	0	47,341
(49) STEPHANIE BRIGGER........................................................................ VICE PRESIDENT	40.0 .......................5.0		X				172,768	0	49,381
(50) JEREMY HOWELL........................................................................ VICE PRESIDENT	40.0 .......................0.0		X				167,602	0	50,879
(51) JEAN ALLEN........................................................................ CONTROLLER	40.0 .......................3.0		X				161,009	0	21,535
(52) FREDRIC RICHMOND........................................................................ VICE PRESIDENT	40.0 .......................0.0		X				251,431	0	9,937
(53) DEBRA SAYLES........................................................................ VICE PRESIDENT	40.0 .......................0.0		X				249,726	0	132,433
(54) DON KATZ........................................................................ VICE PRESIDENT	40.0 .......................0.0		X				210,386	0	33,464
(55) KRISTINA KEEVER-SMITH........................................................................ INVESTMENT OFFICER	40.0 .......................2.0		X				220,002	0	29,658
(56) B STEPHENS RICHARDS SCH J........................................................................ CHIEF MEDICAL OFFICER	40.0 .......................1.0			X			716,423	32,500	87,853
(57) CHARLES JOHNSTON SEE SCH J........................................................................ ASSIST. CHIEF OF STAFF	40.0 .......................0.0			X			723,464	0	87,942
(58) JOHN BIRCH SEE SCH J........................................................................ ASSIST. CHIEF OF STAFF	40.0 .......................0.0			X			823,750	0	91,518
(59) DANIEL SUCATO........................................................................ CHIEF OF STAFF	40.0 .......................1.0			X			632,132	107,550	155,169
(60) J ANTHONY HERRING........................................................................ CHIEF OF STAFF EMERITUS	40.0 .......................0.0			X			611,037	0	22,172
(61) JAMES STURGIS........................................................................ ADMINISTRATOR	40.0 .......................0.0			X			181,657	0	80,244
(62) MOLLY DEMPSEY........................................................................ RADIOLOGIST	40.0 .......................0.0				X		515,862	0	99,598
(63) MARYBETH EZAKI SEE SCH J........................................................................ ORTHOPAEDIC SURGEON	40.0 .......................0.0				X		1,727,088	0	72,545
(64) FARZANEH SAFAVI SEE SCH J........................................................................ ANESTHESIOLOGIST	40.0 .......................0.0				X		599,146	0	79,321
(65) LORI KAROL........................................................................ ORTHOPAEDIC SURGEON	40.0 .......................1.0				X		520,967	29,500	122,130
(66) KARL RATHJEN........................................................................ ORTHOPAEDIC SURGEON	40.0 .......................10.0				X		554,999	67,400	99,969
(67) SHARON ELLIS........................................................................ FORMER SR. VP & CFO	0.0 .......................0.0					X	376,810	0	15,180

(A) Name and business address	(B) Description of services	(C) Compensation
Tweedy Browne Company LLC, One Station PlaceStamfordCT06902	Investment mgmt	1,232,534
UTSW Medical Center, PO Box 841765DallasTX752841765	Professional fees	1,103,458
Northern Trust Co, 50 South LasalleChicagoIL60603	Investment mgmt	909,974
HCBECK LTD, 1807 Ross Ste 500DallasTX752018006	Construction	863,125
Dimensional Fund Advisors LP, 6300 Bee Cave Rd Bldg OneAustinTX78746	Investment mgmt	748,719
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 35

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	100,000	100,000
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	0	0
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16	0	0
4	Benefits paid to or for members	0	0
5	Compensation of current officers, directors, trustees, and key employees ....	9,112,275	4,337,712	3,605,885	1,168,678
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....	0			0
7	Other salaries and wages	58,303,058	51,891,058	4,343,604	2,068,396
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	9,791,664	8,943,770	616,673	231,221
9	Other employee benefits .......	8,477,138	7,575,657	581,604	319,877
10	Payroll taxes ...........	3,699,971	3,295,158	260,059	144,754
11	Fees for services (non-employees):
a	Management ......	0	0	0	0
b	Legal .........	179,494	4,264	175,230	0
c	Accounting ...........	372,480	0	372,480	0
d	Lobbying ...........	14,839	0	14,839	0
e	Professional fundraising services. See Part IV, line 17	0			0
f	Investment management fees ......	4,303,368	0	4,303,368	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........	5,590,800	4,476,946	1,034,433	79,421
12	Advertising and promotion ....	631,992	16,110	615,203	679
13	Office expenses .......	8,313,788	6,605,559	598,544	1,109,685
14	Information technology ......	3,709,378	3,016,356	469,300	223,722
15	Royalties ..	0	0	0	0
16	Occupancy ...........	3,057,377	2,704,257	287,284	65,836
17	Travel ............	525,867	367,116	142,733	16,018
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......	0	0	0	0
19	Conferences, conventions, and meetings ....	200,999	152,109	43,106	5,784
20	Interest ...........	585,587	513,229	59,556	12,802
21	Payments to affiliates .......	0	0	0	0
22	Depreciation, depletion, and amortization .....	9,831,811	8,374,709	1,261,703	195,399
23	Insurance ..............	772,299	509,294	252,660	10,345
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Medical supplies	10,243,634	10,242,420	937	277
b	MGMT & GEN EXP ALLOCATION	0	2,765,621	-3,066,633	301,012
c	RANCH OPERATIONS	2,244,657	0	2,244,657	0
d	BAD DEBT EXPENSE	1,762,075	1,762,075	0	0
e	All other expenses	412,876		412,876
25	Total functional expenses. Add lines 1 through 24e	142,237,427	117,653,420	18,630,101	5,953,906
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).	0

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	509,611	1	834,059
2	Savings and temporary cash investments .........	0	2	0
3	Pledges and grants receivable, net ...........	0	3	0
4	Accounts receivable, net .............	37,393,448	4	26,442,968
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
		0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
		0	6	0
7	Notes and loans receivable, net .............	117,698	7	16,429
8	Inventories for sale or use ..............	2,331,274	8	2,102,217
9	Prepaid expenses and deferred charges ..........	4,990,447	9	5,288,889
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	242,824,827
b	Less: accumulated depreciation .....	10b	126,280,703	95,207,301	10c	116,544,124
11	Investments—publicly traded securities ..........	1,578,926,878	11	2,002,818,735
12	Investments—other securities. See Part IV, line 11 .....	167,175	12	167,137
13	Investments—program-related. See Part IV, line 11 .....	0	13	0
14	Intangible assets ...............	0	14	0
15	Other assets. See Part IV, line 11 ...........	100,753,493	15	89,032,479
16	Total assets. Add lines 1 through 15 (must equal line 34)......	1,820,397,325	16	2,243,247,037
	17	Accounts payable and accrued expenses .........	12,367,759	17	13,733,640
18	Grants payable .................	0	18	0
19	Deferred revenue ................	0	19	0
20	Tax-exempt bond liabilities .............	23,000,000	20	23,000,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D..	0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........	0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	62,268,725	25	88,948,332
26	Total liabilities. Add lines 17 through 25.........	97,636,484	26	125,681,972
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	1,592,649,607	27	2,000,965,057
28	Temporarily restricted net assets ...........	65,100,527	28	50,380,089
29	Permanently restricted net assets ...........	65,010,707	29	66,219,919
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	1,722,760,841	33	2,117,565,065
34	Total liabilities and net assets/fund balances ........	1,820,397,325	34	2,243,247,037

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the supported organization? ................

11g(i)

(ii) A family member of a person described in (i) above? ......................

11g(ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2013

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2012 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2012 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2012 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 4

Part IV

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Explanation

Schedule A (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 2

Name of organization Texas Scottish Rite Hospital for Crippled Children

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTEDRESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 3

Name of organization Texas Scottish Rite Hospital for Crippled Children

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 4

Name of organization
Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

See separate instructions. SchCMd Bullet

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ................................... SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b.. SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2013

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......
c	Total lobbying expenditures (add lines 1a and 1b) ...................
d	Other exempt purpose expenditures ........................
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2013

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

Media advertisements? ....................................

Mailings to members, legislators, or the public? .........................

Publications, or published or broadcast statements? .......................

Grants to other organizations for lobbying purposes? .......................

Direct contact with legislators, their staffs, government officials, or a legislative body? ........

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......

Other activities? ..........................

Yes

14,839

Total. Add lines 1c through 1i ...............................

14,839

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 .................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ................

Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members .....................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).

Current year .........................................

Carryover from last year ....................................

Total ............................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C	PART II-B, LINE 1I PER NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS AND TEXAS HOSPITAL ASSOCIATION, $9,219 OF THE HOSPITAL'S ANNUAL DUES WERE ALLOCATED TO LOBBYING. THE HOSPITAL RETAINED THE SERVICES OF GREENBERG TRAURIG LLP TO MEET WITH VARIOUS FEDERAL LEGISLATORS OR STAFF AND INCURRED EXPENSES IN THE AMOUNT OF $5,620.

Schedule C (Form 990 or 990EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions. SchDMd Bullet

Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) .....
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2013

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	133,897,630	124,107,569	115,329,338	115,713,126	109,297,675
b	Contributions ........	2,949,795	4,082,409	4,378,890	2,591,978	7,717,507
c	Net investment earnings, gains, and losses	-11,210,694	9,512,276	7,772,123	-303,985	2,211,598
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........	5,041,437	3,804,624	3,372,782	2,671,781	3,513,654
f	Administrative expenses ....
g	End of year balance ......	120,595,294	133,897,630	124,107,569	115,329,338	115,713,126

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

3.000 %

Permanent endowment SchDMd Bullet

55.000 %

Temporarily restricted endowment SchDMd Bullet

42.000 %

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

Yes

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	43,740,749		43,740,749
b	Buildings ................	134,418,556	75,894,525	58,524,031
c	Leasehold improvements ............
d	Equipment ................	64,396,481	50,386,178	14,010,303
e	Other .................	269,041		269,041
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				116,544,124

Schedule D (Form 990) 2013

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes		0
Accrued pension costs		41,467,220
Management benefit plan		2,431,780
Health insurance payable		848,513
Reserve for malpractice ins claims		687,777
Charitable gift annuities		5,026,921
Trust obligations		10,489,237
Deferred income		805,114
Reserve for restoration plan		27,193,026
Reserve for 3rd party payor settlement		-1,256
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		88,948,332
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................

Schedule D (Form 990) 2013

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
Intended use of endowment funds	Schedule D, Part V, Line 4: The income from the organization's permanent endowment funds and the temporarily restricted endowment funds are used to support the operations of the medical, research and learning programs of the hospital.
Audit footnote 16 - Income Taxes	Schedule D, Part X, Line 2 GAAP requires management to evaluate tax positions taken by the hospital and recognize a tax liability (or asset) if the Hospital has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable tax authority. The Hospital is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Hospital believes it is no longer subject to income tax examinations by the tax authorities for years prior to 2011. The Hospital has analyzed the tax positions taken and concluded that as of September 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Return Reference

Explanation

Intended use of endowment funds

Schedule D, Part V, Line 4: The income from the organization's permanent endowment funds and the temporarily restricted endowment funds are used to support the operations of the medical, research and learning programs of the hospital.

Audit footnote 16 - Income Taxes

Schedule D, Part X, Line 2 GAAP requires management to evaluate tax positions taken by the hospital and recognize a tax liability (or asset) if the Hospital has taken an uncertain position that more likely than not would not be sustained upon examination by the applicable tax authority. The Hospital is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Hospital believes it is no longer subject to income tax examinations by the tax authorities for years prior to 2011. The Hospital has analyzed the tax positions taken and concluded that as of September 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Schedule D (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

See separate instructions. Right pointing arrow large image

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization
Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.

For grantmakers.Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? ...............................

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in region	(f) Total expenditures for and investments in region
	East Asia and the Pacific	Investments		85,830,680
	Europe (Including Iceland and Greenland)	Investments		69,820,816
	Middle East and North Africa	Investments		502,732
	North America	Investments		21,138,277
	South America	Investments		10,341,330
	Sub-Saharan Africa	Investments		6,055,565
	East Asia and the Pacific	Investment Mgmt Fees		584,433
	Europe (Including Iceland and Greenland)	Investment Mgmt Fees		475,419
	Middle East and North Africa	Investment Mgmt Fees		3,423
	North America	Investment Mgmt Fees		143,933
	South America	Investment Mgmt Fees		70,416
	Sub-Saharan Africa	Investment Mgmt Fees		41,233
	Europe (Including Iceland and Greenland)	Program Services	CONFERENCES, TRAINING	25,008
	Middle East and North Africa	Program Services	CONFERENCES, TRAINING	1,990
	North America	Program Services	CONFERENCES, TRAINING	17,208


3a	Sub-total .....			195,052,463
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)			195,052,463

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013

Schedule F (Form 990) 2013

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of non-cash assistance	(h) Description of non-cash assistance	(i) Method of valuation (book, FMV, appraisal, other)

Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .... MediumBullet

Enter total number of other organizations or entities ....................... MediumBullet

Schedule F (Form 990) 2013

Schedule F (Form 990) 2013Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of non-cash assistance	(g) Description of non-cash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2013

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2013

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).

ReturnReference	Explanation
Part I, Line 3	The amounts on Part I, Line 3, Column F represent $193,689,400 of investments, and $1,363,063 in expenditures based on an accrual method of accounting. See the detail per region below: Investments By Region: East Asia and the Pacific $ 85,830,680 Europe $ 69,820,816 Middle East and North Africa $ 502,732 North America $ 21,138,277 South America $ 10,341,330 Sub-saharan Africa $ 6,055,565 ------------------------------------------- Total $193,689,400 Expenses By Region: North America $ 161,141 Europe $ 500,427 Middle East and North Africa $ 5,413 East Asia and the Pacific $ 584,433 South America $ 70,416 Sub-Saharan Africa $ 41,233 -------------------------------------------- Total $ 1,363,063

Schedule F (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.
right arrow

Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization
Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total .................

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2013

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 AUCTION (event type)	(b) Event #2 GOLF TOURNMNT (event type)	(c) Other events 91 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . .	833,910	353,980	2,331,334	3,519,224
2	Less: Contributions . .	723,610	267,343	1,704,237	2,695,190
3	Gross income (line 1 minus line 2) . . .	110,300	86,637	627,097	824,034
4	Cash prizes . . .
5	Noncash prizes . .		17,669	77,715	95,384
6	Rent/facility costs . .		29,902	96,647	126,549
7	Food and beverages .	31,119	30,115	112,094	173,328
8	Entertainment . . .	11,500		7,705	19,205
9	Other direct expenses .	249,592	56,576	365,655	671,823
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........				1,086,289
11	Net income summary. Subtract line 10 from line 3, column (d)...........				-262,255

Part III

Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (add col.(a) through col.(c))

Gross revenue . . . .

32,983

Cash prizes . . . .

Non-cash prizes . . .

5,359

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

5,359

Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow

27,624

Enter the state(s) in which the organization operates gaming activities: TX

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," explain:

The State of Texas does not require such a license for occasional gaming activities (up to two per year).

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2013

Page 3

Does the organization operate gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ..........................

YesNo

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

35.000 %

An outside facility ........................

13b

65.000 %

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Jean Allen Controller Texas Scott

Address

2222 Welborn Street
Dallas,TX75219

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

N/A

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H (Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.
MediumBullet

Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...

Yes

If "Yes," was it a written policy? .......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: .........

Yes

200% 250% 300% 350% 400% Other 0 %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............

Did the organization prepare a community benefit report during the tax year? ..........

Yes

If "Yes," did the organization make it available to the public? ..............

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) ..	11,821,778		11,821,778	8.420 %
b	Medicaid (from Worksheet 3, column a) ....	38,325,676	10,000,099	28,325,577	20.160 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) .
d	Total Financial Assistance and Means-Tested Government Programs .	50,147,454	10,000,099	40,147,355	28.580 %
Other Benefits		20,438,656		20,438,656	14.550 %
e	Community health improvement services and community benefit operations (from Worksheet 4) ..	20,438,656		20,438,656	14.550 %
f	Health professions education (from Worksheet 5) ..	1,149,458	40,212	1,109,246	0.790 %
g	Subsidized health services (from Worksheet 6) ..
h	Research (from Worksheet 7)	10,148,650	558,699	9,589,951	6.830 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8)
j	Total. Other Benefits ..	31,736,764	598,911	31,137,853	22.170 %
k	Total. Add lines 7d and 7j .	81,884,218	10,599,010	71,285,208	50.750 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013

Schedule H (Form 990) 2013

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(c) Total community building expense	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other	828,340	828,340	0.590 %
10	Total	828,340	828,340	0.590 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

1,762,075

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

1,341

Enter Medicare allowable costs of care relating to payments on line 5.....

1,447

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-106

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2013

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions) How many hospital facilities did the organization operate during the tax year?1 Name, address, primary website address, and state license number							Other (Describe)
1	TEXAS SCOTTISH RITE HOSPITAL 2222 WELBORN ST DALLAS,TX75219 www.tsrhc.org 000054	X	X	X	X	X	ORTHOPAEDIC, neurodevelopment & musculoskeletal

Schedule H (Form 990) 2013

Page

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	TX SCOT RITE HOSPITAL FOR CHILDREN
Name of hospital facility or facility reporting group

If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)

Yes

Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9....................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

Information gaps that limit the hospital facility’s ability to assess the community’s health needs

Other (describe in Part VI)

Indicate the tax year the hospital facility last conducted a CHNA: 20 13

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ....................

Yes

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................

Did the hospital facility make its CHNA report widely available to the public? .............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): www.tsrhc.org

Other website (list url):

Available upon request from the hospital facility

Other (describe in Part VI)

If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):

Adoption of an implementation strategy that addresses each of the community health needs identified through the CHNA

Execution of the implementation strategy

Participation in the development of a community-wide plan

Participation in the execution of a community-wide plan

Inclusion of a community benefit section in operational plans

Adoption of a budget for provision of services that address the needs identified in the CHNA

Prioritization of health needs in its community

Prioritization of services that the hospital facility will undertake to meet health needs in its community

Other (describe in Part VI)

Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ...........................

If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ......

If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2013

Page

Part VFacility Information (continued)

Financial Assistance Policy			Yes	No
9	Did the hospital facility have in place during the tax year a written financial assistance policy that:
	Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care?	9	Yes
10	Used federal poverty guidelines (FPG) to determine eligibility for providing free care?...........	10	Yes
	If "Yes," indicate the FPG family income limit for eligibility for free care: 200.% If "No," explain in Part VI the criteria the hospital facility used.
11	Used FPG to determine eligibility for providing discounted care?.................	11	Yes
	If "Yes," indicate the FPG family income limit for eligibility for discounted care: % If "No," explain in Part VI the criteria the hospital facility used.
12	Explained the basis for calculating amounts charged to patients?.................	12	Yes
	If "Yes," indicate the factors used in determining such amounts (check all that apply):
a	Income level
b	Asset level
c	Medical indigency
d	Insurance status
e	Uninsured discount
f	Medicaid/Medicare
g	State regulation
h	Residency
i	Other (describe in Part VI)
13	Explained the method for applying for financial assistance?...................	13	Yes
14	Included measures to publicize the policy within the community served by the hospital facility?.......	14	Yes
	If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a	The policy was posted on the hospital facility’s website
b	The policy was attached to billing invoices
c	The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d	The policy was posted in the hospital facility’s admissions offices
e	The policy was provided, in writing, to patients on admission to the hospital facility
f	The policy was available upon request
g	Other (describe in Part VI)
Billing and Collections
15	Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?.......	15	Yes
16	Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a	Reporting to credit agency
b	Lawsuits
c	Liens on residences
d	Body attachments
e	Other similar actions (describe in Section C)
17	Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?..........	17		No
	If "Yes," check all actions in which the hospital facility or a third party engaged:
a	Reporting to credit agency
b	Lawsuits
c	Liens on residences
d	Body attachments
e	Other similar actions (describe in Section C)

Schedule H (Form 990) 2013

Page

Part VFacility Information (continued)

Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):

Notified individuals of the financial assistance policy on admission

Notified individuals of the financial assistance policy prior to discharge

Notified individuals of the financial assistance policy in communications with the individuals regarding the individuals’ bills

Documented its determination of whether individuals were eligible for financial assistance under the hospital facility’s financial assistance policy

Other (describe in Section C)

Policy Relating to Emergency Medical Care

Yes

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..........

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)

Other (describe in Part VI)

Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged

The hospital facility used the average of its three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged

The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged

Other (describe in Part VI)

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................

If "Yes," explain in Part VI.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? .........................

If "Yes," explain in Part VI.

Schedule H (Form 990) 2013

Page

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference	Explanation
PART V, SECTION B, LINE 3	INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY AND PERSONS CONSULTED TSRHC ENGAGED THE SERVICES OF THE DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATE WITH TSRHC IN PRODUCING THE HOSPITAL'S CHNA REPORT. THE MISSION OF THE DFWHCF IS TO SERVE AS A CATALYST FOR CONTINUAL IMPROVEMENT IN COMMUNITY HEALTH AND HEALTH CARE DELIVERY THROUGH EDUCATION, RESEARCH, COMMUNICATION, COLLABORATION, AND COORDINATION. DFWHCF IS A TRUSTED COMMUNITY RESOURCE EXPANDING KNOWLEDGE AND DEVELOPING NEW INSIGHT FOR THE CONTINUOUS IMPROVEMENT OF HEALTH AND HEALTH CARE. DFWHCF ALIGNS INFORMATION COLLECTION, ANALYTICS, AND REPORTING CAPABILITIES TO IMPROVE CLINICAL EFFECTIVENESS, CARE COORDINATION AND POPULATION HEALTH. DFWHCF RESEARCH STAFF HAS EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND DEVELOPING COMPREHENSIVE HEALTH SERVICE PLANS. PRIMARY DATA WAS OBTAINED FROM PATIENTS AND KEY INFORMANTS THROUGH TELEPHONE, WRITTEN AND FACE-TO-FACE SURVEYS. THE DFWHCF CONTACTED 957 PATIENTS AND THEIR FAMILIES ON BEHALF OF TSRHC DURING THE PERIOD OF MAY 14 - JULY 3, 2013. A RANDOMIZED SAMPLE OF PATIENTS ACCESSING THE FIVE CORE SERVICES AREAS OF THE HOSPITAL - PEDIATRIC ORTHOPAEDICS, NEUROLOGY, RHEUMATOLOGY, PEDIATRIC DEVELOPMENTAL DISABILITIES AND DYSLEXIA - WERE QUERIED AND DATA WAS COLLECTED FOR USE IN THIS ANALYSIS. A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES WERE INCLUDED IN THE PATIENT SURVEY, REFLECTING THE MIX OF PATIENTS SEEN AT TSRHC. KEY INFORMANT INFORMATION WAS COLLECTED FROM 24 IDENTIFIED STAKEHOLDERS DURING THE PERIOD OF JUNE 19 - JULY 12, 2013. EXPERTS IN PUBLIC HEALTH, SOCIAL SERVICES, HOSPITAL ADMINISTRATION, CARE MANAGEMENT AND ACUTE PEDIATRIC SPECIALTY CARE WERE INTERVIEWED USING A PRE-DETERMINED LIST OF QUESTIONS. KEY INFORMANTS REPRESENT ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES. SECONDARY DATA REGARDING ATTRIBUTES AND FACTORS SUCH AS HEALTH STATUS, SOCIOECONOMIC STATUS, STANDARDS OF CARE, PUBLIC HEALTH AND PUBLISHED GUIDELINES WERE ACQUIRED FROM A VARIETY OF SOURCES, INCLUDING BUT NOT LIMITED TO THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES, CENTERS FOR DISEASE CONTROL AND PREVENTION, HEALTHY PEOPLE 2020, HEALTHY COMMUNITIES NETWORK, AMERICAN COMMUNITY SURVEY AND LOCAL PUBLIC HEALTH AUTHORITIES. OTHER ORGANIZATIONS SUPPORTING THIS CHNA INCLUDE THE ARTHRITIS FOUNDATION, DALLAS COUNTY HEALTH AND HUMAN SERVICES, DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION, RONALD MCDONALD HOUSE OF DALLAS AND THE TARRANT COUNTY DEPARTMENT OF HEALTH. ASSESSMENT OF THE TSRHC COMMUNITY CORE AND ANCILLARY SERVICES WAS ACCOMPLISHED THROUGH MIXED METHODOLOGY. QUALITATIVE DATA WAS OBTAINED FROM INFORMANTS, CATEGORIZED AND INTERPRETED, LEADING TO THE IDENTIFICATION OF TRENDS AND ANOMALIES. QUANTITATIVE DATA WAS COLLECTED FROM PATIENT SURVEY RESPONSES, CONVERTED TO NUMERICAL REPRESENTATIONS, AND ANALYZED WITH STATISTICAL SOFTWARE. BASED ON AN ANALYSIS OF PRIMARY DATA, CONCLUSIONS WERE MADE AND NEEDS IDENTIFIED. STATE AND REGIONAL DATA DETERMINED INDICATORS WITH THE MOST SIGNIFICANT IMPACT ON HEALTH ACCESS AND QUALITY FOR THE TSRHC COMMUNITY.
PART V, SECTION B, LINE 6I	NEEDS IDENTIFIED IN RECENTLY CONDUCTED CHNA AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND THE DALLAS FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) REACHED A CONSENSUS ABOUT SIGNIFICANT COMMUNITY HEALTH NEEDS BASED ON THE FREQUENCY AND IMPORTANCE OF SURVEY RESPONSES RECEIVED. TSHRC LEADERSHIP IDENTIFIED AND PRIORITIZED THREE SIGNIFICANT NEEDS WITHIN THE SCOPE OF THE HOSPITAL'S PRACTICE THAT REACH BEYOND THE SPECIFIC PEDIATRIC ORTHOPAEDIC NEEDS NORMALLY IDENTIFIED BY OUR PATIENTS. TSRHC CONTINUES TO ADDRESS ALL THREE OF THE SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED, WITHIN THE SCOPE OF THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. TSRHC CONTINUES TO FULFILL ITS PRIMARY MISSION BY PROVIDING PREMIER PEDIATRIC ORTHOPAEDIC SERVICES, CONDUCTING PIONEERING RESEARCH RELATED TO THE CONDITIONS WE TREAT AND PROVIDING EDUCATION IN OUR SPECIALTY AREAS AS A LEADING TEACHING HOSPITAL. CONTINUING THE HOSPITAL'S POLICY TO TREAT PATIENTS REGARDLESS OF THE FAMILY'S ABILITY TO PAY ADDRESSES A SIGNIFICANT BARRIER TO CARE IDENTIFIED IN COMMUNITY-BASED RESEARCH. THE FOLLOWING THREE NEEDS WERE PRIORITIZED IN THE HOSPITAL'S CHNA ACCORDING TO THE MAGNITUDE OF THE NEED, ITS ALIGNMENT WITH TSRHC'S STRENGTHS AND EXPERTISE AND THE OPPORTUNITY TO IDENTIFY AND REFER OR PARTNER WITH OTHER ORGANIZATIONS THAT CAN MORE EFFECTIVELY MEET THE NEED: 1. IMPROVE ACCESS TO HEALTH CARE SERVICES 2. IMPROVE COORDINATION OF CARE 3. IMPROVE CHILD HEALTH STATUS TSRHC CONTINUES TO IMPLEMENT STRATEGIES TO ADDRESS THESE PRIORITIZED NEEDS THAT ALIGNS WITH THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. STRATEGY FOR IMPROVING ACCESS: TSRHC IS FURTHER ENHANCING ITS OUTREACH PROGRAM TO ENSURE PATIENT AND PATIENT FAMILIES ARE AWARE OF HOSPITAL SERVICES AND OVERCOMING BARRIERS TO ACCESS TO CARE. TSRHC HAS ADOPTED A FINANCIAL ASSISTANCE PROGRAM AND THOSE FAMILIES THAT MEET THE ELIGIBILITY CRITERIA MAY QUALIFY FOR FREE OR DISCOUNTED CARE. THE HOSPITAL WILL CONTINUE TO BE RIGOROUS IN ITS EFFORTS TO COMMUNICATE THAT POLICY AND ENSURE THAT FINANCIAL BURDENS ARE NEVER A BARRIER TO PATIENT CARE. TSRHC RESEARCH DATA AND INFORMANT INTERVIEWS IDENTIFIED THE CURRENT AND GROWING SHORTAGE OF PEDIATRIC ORTHOPAEDIC SPECIALISTS AS A BARRIER TO CARE. ADDING TO THE ANTICIPATED HIGH DEMAND FOR PHYSICIANS AND SURGEONS IS THE EXPECTATION THAT A LARGE NUMBER OF PHYSICIANS ARE EXPECTED TO RETIRE BETWEEN 2008 AND 2018. TO ADDRESS THIS NEED, TSHRC WILL: A. PROVIDE MEDICAL EDUCATION - TSRHC FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPAEDIC RESIDENTS AND POST-GRADUATE ORTHOPAEDIC FELLOWS AND CONTRIBUTING TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. CURRENTLY, TSHRC IS AFFILIATED WITH 56 INSTITUTIONS INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. TSRHC PROVIDES FOUR CLINICAL FELLOWSHIPS EACH YEAR. THE DOROTHY AND BRYANT EDWARDS FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS AND SCOLIOSIS BEGAN IN 1990 AND PROVIDES TRAINING IN ALL ASPECTS OF RECONSTRUCTIVE PEDIATRIC ORTHOPAEDICS, TRAUMA AND INFECTIONS. IN ADDITION, TSRHC OFFERS A SIX-MONTH INTERNATIONAL PEDIATRIC ORTHOPAEDIC AND SCOLIOSIS FELLOWSHIP TRAINING PROGRAM. AS OF SEPTEMBER 2014, THE TSRHC ORTHOPAEDIC MEDICAL STAFF HAS TRAINED A TOTAL OF 144 ORTHOPAEDIC FELLOWS, 31 INTERNATIONAL ORTHOPAEDIC FELLOWS AND 420 ORTHOPAEDIC RESIDENTS. IN ADDITION, FELLOWS FROM SOME OF THE MAJOR HAND CENTERS IN NORTH AMERICA AS WELL AS FROM COUNTRIES THROUGHOUT THE WORLD TRAIN HERE IN THE SUBSPECIALTY OF PEDIATRIC HAND SURGERY FOR VARYING LENGTHS OF TIME. B. PROVIDE CLINICAL TRAINING AND/OR DIDACTIC EDUCATION FOR ALLIED HEALTH PROFESSIONALS IN EVERY DISCIPLINE REPRESENTED AT THE HOSPITAL - THE HOSPITAL MAINTAINS AFFILIATION AGREEMENTS WITH MORE THAN 50 COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. A SIGNIFICANT PORTION OF THE CLINICAL EDUCATION PROVIDED IS TO FUTURE NURSES. MORE THAN 200 NURSING STUDENTS FROM FIVE DIFFERENT NURSING SCHOOLS PARTICIPATE IN CLINICAL PRACTICE ROTATIONS AT TSRHC IN THE COURSE OF A TYPICAL YEAR. MORE THAN 300 NURSING STUDENTS FROM FIVE OTHER NURSING PROGRAMS ARE PROVIDED SHORT COURSES AND LECTURES BY TSRHC NURSING STAFF. OTHER DISCIPLINES WHICH PROVIDE CLINICAL, TECHNICAL AND/OR ADMINISTRATIVE EDUCATION TO STUDENTS IN THEIR AREA OF EXPERTISE INCLUDE ADMINISTRATORS, CHILD LIFE SPECIALISTS, DIETITIANS, DENTISTS, DENTAL ASSISTANTS, DENTAL HYGIENISTS, ADVANCE PRACTICE PROFESSIONALS, ORTHOTISTS AND PROSTHETISTS, PHYSICAL AND OCCUPATIONAL THERAPISTS, PSYCHOLOGISTS, RADIOGRAPHERS, SOCIAL WORKERS, SONOGRAPHERS AND THERAPEUTIC RECREATION SPECIALISTS. C. INTRODUCE, EXPAND OR ENHANCE TELEMEDICINE/TELEHEALTH INITIATIVES TO INCREASE PATIENT ACCESS TO HEALTH CARE - TELEMEDICINE ENCOMPASSES DIFFERENT TYPES OF PROGRAMS AND SERVICES PROVIDED FOR EACH PATIENT, INCLUDING SPECIALIST REFERRAL SERVICES, PATIENT CONSULTATIONS, REMOTE ACCESS, MEDICAL EDUCATION AND CONSUMER MEDICAL AND HEALTH INFORMATION. TSHRC IS COMMITTED TO PROVIDING A CULTURALLY APPROPRIATE ENVIRONMENT FOR ITS PEDIATRIC PATIENTS AND THEIR FAMILIES. A DIVERSE COHORT OF EMPLOYEES AND VOLUNTEERS ENSURES REFLECTIVITY OF ITS CURRENT AND FUTURE PATIENT MIX. TSRHC EMPLOYS THE SKILLS, EXPERTISE AND CARE OF MORE THAN 900 EMPLOYEES AND FURTHER, HAS THE BENEFIT OF MORE THAN 700 VOLUNTEERS. WE ALSO PROVIDE EXTENSIVE LANGUAGE TRANSLATION SERVICES TO PATIENTS AND THEIR FAMILIES THROUGH HOSPITAL STAFF AND CONTRACTED OUTSIDE SERVICES. IN ADDITION, EMPLOYEES ARE REQUIRED TO COMPLETE ONLINE TRAINING AND EDUCATION COURSES THAT INCLUDE CULTURAL SENSITIVITY AND PATIENT COMMUNICATION SEGMENTS. STRATEGY FOR IMPROVING CARE COORDINATION: TSRHC ENCOURAGES MORE COORDINATION BETWEEN GENERAL PRACTITIONERS AND TSRHC SPECIALISTS EITHER THROUGH THE USE OF AN ELECTRONIC HEALTH RECORD (EHR) OR SIMILAR MECHANISMS. TSRHC IS MAKING A SIGNIFICANT INVESTMENT IN ITS INFORMATION SYSTEMS INFRASTRUCTURE AND HUMAN RESOURCES TO EXPAND AND ENHANCE OUR ABILITY TO COLLABORATE AND COMMUNICATE WITH OTHER HEALTH CARE PROVIDERS WHO ALSO PLAY A ROLE IN THE TOTAL SPECTRUM OF PATIENT CARE FOR THE PATIENTS WE SHARE. EACH MONTH TSRHC RECEIVES REFERRALS FROM 500-600 PHYSICIANS. IT IS VERY IMPORTANT TO US THAT EACH ONE OF THESE PATIENTS IS WELL CARED FOR AND THAT OUR ASSESSMENTS AND TREATMENTS ARE COMMUNICATED BACK TO THESE PHYSICIANS. TSRHC IS ALSO COMMITTED TO HELPING EACH FAMILY FIND THE MEDICAL EXPERTISE AND RESOURCES THAT THEY NEED IF THE SERVICES THAT THEY REQUIRE ARE NOT WITHIN OUR SCOPE OF PRACTICE. OUR CHRISTI CARTER URSCHEL FAMILY RESOURCES CENTER UTILIZES FULL TIME SOCIAL WORKERS TO HELP PARENTS AND SIBLINGS OF CHILDREN WITH PHYSICAL AND DEVELOPMENTAL LIMITATIONS AND SERVED ABOUT 2,000 FAMILIES LAST YEAR WITH RESOURCES TO HELP THEM THROUGH A VARIETY OF NEEDS. WE ALSO HELPED TO COORDINATE MORE THAN 1,800 APPOINTMENTS OUTSIDE THE WALLS OF OUR FACILITY FOR PATIENTS LAST YEAR. THAT PROGRAM CONTINUES TO EVALUATE AND CONSIDER OPPORTUNITIES FOR IMPROVING CARE. CARE OPTIONS CHANGE FOR PATIENTS AFTER AGE 18 OR 21, DEPENDING ON THE TYPE OF SERVICES RECEIVED. SOCIAL WORKERS AND FINANCIAL COUNSELORS HELP FAMILIES UNDERSTAND OPTIONS AND HELP THEM NAVIGATE PROCESSES TO ACQUIRE FUNDING AS ADULTS. TSRHC WILL CONTINUE TO WORK WITH GOVERNMENT-SUPPORTED INCOME (SSI/SSDI) AND/OR MEDICAL COVERAGE (MEDICAID, MEDICARE, ETC.) TO FACILITATE CONTINUING CARE. FOR PATIENTS WHO NEED GUARDIANSHIP AFTER THE AGE OF 18, TSRHC SOCIAL WORKERS WILL HELP CONNECT FAMILIES TO ATTORNEYS THAT HELP WITH THE PROCESS. STRATEGY FOR IMPROVING CHILD HEALTH STATUS TSRHC CONTINUOUSLY ASSESSES THE QUALITY OF CARE PROVIDED NOT ONLY WITH AN ONGOING PATIENT CARE EVALUATION PROCESS, BUT ALSO IN COLLABORATION WITH THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH THAT IS COMPRISED OF SIX CENTERS FOR EXCELLENCE. TSRHC WILL CONTINUE TO BRING CLINICIANS, RESEARCHERS AND OTHER HEALTHCARE PROFESSIONALS AND SUPPORTING STAFF TOGETHER TO PERFORM INNOVATIVE AND CLINICALLY RELEVANT RESEARCH ON CHALLENGING PEDIATRIC DISORDERS. TSRHC CONTINUES TO DEVELOP A BROAD NETWORK INCLUDING PROVIDERS OF GENERAL PEDIATRIC SERVICES. WE WILL CONTINUE TO SUPPORT CONFERENCES, SYMPOSIA AND OTHER LEARNING OPPORTUNITIES DEDICATED TO IMPROVING CHILD HEALTH. TSRHC WILL REMAIN COMMITTED TO A ROBUST RESEARCH PROGRAM THAT WILL HELP US TO INCREASE OUR KNOWLEDGE, TREATMENT OPTIONS, AND OVERALL CARE OF THE PATIENT. WE CURRENTLY HAVE RESEARCH PROGRAMS IN ALL OF OUR CENTERS FOR EXCELLENCE AND THROUGH THESE PROJECTS WE ARE ABLE TO ENHANCE OUR PATIENT CARE. MANY OF OUR PATIENTS HAVE OBESITY ISSUES, AS WELL AS OTHER NUTRITIONAL NEEDS. ALTHOUGH TSRHC DOES NOT HAVE A FORMAL OBESITY CLINIC, WE ARE COMMITTED TO MEETING THE NEEDS OF THE WHOLE CHILD. TSRHC HAS CLINICAL DIETITIANS ON STAFF AVAILABLE TO ALL PATIENTS. TSRHC TAKES AN INTERDISCIPLINARY APPROACH TO WEI
PART V, SECTION B, LINE 7	NEEDS NOT ADDRESSED IN CHNA AND REASONS WHEN TSRHC, DUE TO ITS SPECIALTY, IS UNABLE TO PROVIDE SERVICES FOR ALL OF THE NEEDS DESCRIBED IN THE CHNA, TSRHC IDENTIFIES EXTERNAL RESOURCES THAT ARE AVAILABLE TO THE FAMILY BY PROVIDING CONTACTS FOR EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ADDRESS THE IDENTIFIED NEEDS. MANY FAMILIES TRAVEL FROM OUTSIDE THE AREA TO COME TO TSRHC. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE (RMH) WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST. IF RMH DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE WITH THE SERVICES LISTED BELOW AS ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR VENDOR(S) FROM A LIST OF VENDORS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING COURSE: O WEIGHT MANAGEMENT O OUTPATIENT PHYSICAL REHABILITATION O HOME HEALTH SERVICES O DURABLE MEDICAL EQUIPMENT O MEDICAL SUPPLIES O TESTING AND SPECIALISTS O MENTAL HEALTH TSRHC TRANSITIONS PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. A GROUP OF TSRHC SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION TSRHC PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY AGE OUT OF SERVICES RECEIVE THE NECESSARY ASSISTANCE.
PART V, SECTION B, LINE 11	ELIGIBILITY FOR DISCOUNTED CARE FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200% OF THE FPG, RECEIVE A 100% DISCOUNT. MEDICALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS GREATER THAN 200% OF THE FPG, WHOSE COSTS FOR CARE EXCEED 3% OF THEIR ANNUAL INCOME AND WHO ARE UNABLE TO PAY ARE PROVIDED A DISCOUNT.
PART V, SECTION B, LINE 18E	NEITHER THE HOSPITAL NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 17. PART V, SECTION B, LINE 20D FAP-ELIGIBLE INDIVIDUALS PATIENTS TREATED FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE ARE INFORMED OF THE FINANCIAL ASSISTANCE PROGRAM AND THE APPLICATION PROCESS. ALL UNINSURED PATIENTS WILL BE PROVIDED A DISCOUNT AT THE LOWEST CONTRACTED RATE THE HOSPITAL HAS WITH ANY INSURANCE COMPANY FOR THE PARTICULAR SERVICE RECEIVED.

Schedule H (Form 990) 2013

Page

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?1
Name and address		Type of Facility (describe)
1	TSRHC SPORTS MEDICINE CENTER 7601 PRESTON RD P3600 PLANO,TX75024	MEDICAL PRACTICE
2
3
4
5
6
7
8
9
10

Schedule H (Form 990) 2013

Page

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART V, SECTION B, LINE 3	INPUT FROM PERSONS WHO REPRESENT THE COMMUNITY AND PERSONS CONSULTED TSRHC ENGAGED THE SERVICES OF THE DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATE WITH TSRHC IN PRODUCING THE HOSPITAL'S CHNA REPORT. THE MISSION OF THE DFWHCF IS TO SERVE AS A CATALYST FOR CONTINUAL IMPROVEMENT IN COMMUNITY HEALTH AND HEALTH CARE DELIVERY THROUGH EDUCATION, RESEARCH, COMMUNICATION, COLLABORATION, AND COORDINATION. DFWHCF IS A TRUSTED COMMUNITY RESOURCE EXPANDING KNOWLEDGE AND DEVELOPING NEW INSIGHT FOR THE CONTINUOUS IMPROVEMENT OF HEALTH AND HEALTH CARE. DFWHCF ALIGNS INFORMATION COLLECTION, ANALYTICS, AND REPORTING CAPABILITIES TO IMPROVE CLINICAL EFFECTIVENESS, CARE COORDINATION AND POPULATION HEALTH. DFWHCF RESEARCH STAFF HAS EXPERIENCE CONDUCTING COMMUNITY HEALTH NEEDS ASSESSMENTS AND DEVELOPING COMPREHENSIVE HEALTH SERVICE PLANS. PRIMARY DATA WAS OBTAINED FROM PATIENTS AND KEY INFORMANTS THROUGH TELEPHONE, WRITTEN AND FACE-TO-FACE SURVEYS. THE DFWHCF CONTACTED 957 PATIENTS AND THEIR FAMILIES ON BEHALF OF TSRHC DURING THE PERIOD OF MAY 14 - JULY 3, 2013. A RANDOMIZED SAMPLE OF PATIENTS ACCESSING THE FIVE CORE SERVICES AREAS OF THE HOSPITAL - PEDIATRIC ORTHOPAEDICS, NEUROLOGY, RHEUMATOLOGY, PEDIATRIC DEVELOPMENTAL DISABILITIES AND DYSLEXIA - WERE QUERIED AND DATA WAS COLLECTED FOR USE IN THIS ANALYSIS. A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES WERE INCLUDED IN THE PATIENT SURVEY, REFLECTING THE MIX OF PATIENTS SEEN AT TSRHC. KEY INFORMANT INFORMATION WAS COLLECTED FROM 24 IDENTIFIED STAKEHOLDERS DURING THE PERIOD OF JUNE 19 - JULY 12, 2013. EXPERTS IN PUBLIC HEALTH, SOCIAL SERVICES, HOSPITAL ADMINISTRATION, CARE MANAGEMENT AND ACUTE PEDIATRIC SPECIALTY CARE WERE INTERVIEWED USING A PRE-DETERMINED LIST OF QUESTIONS. KEY INFORMANTS REPRESENT ORGANIZATIONS SERVING A SIGNIFICANT NUMBER OF MEDICALLY UNDERSERVED, LOW INCOME AND MINORITY PATIENTS AND PATIENT FAMILIES. SECONDARY DATA REGARDING ATTRIBUTES AND FACTORS SUCH AS HEALTH STATUS, SOCIOECONOMIC STATUS, STANDARDS OF CARE, PUBLIC HEALTH AND PUBLISHED GUIDELINES WERE ACQUIRED FROM A VARIETY OF SOURCES, INCLUDING BUT NOT LIMITED TO THE TEXAS DEPARTMENT OF STATE HEALTH SERVICES, CENTERS FOR DISEASE CONTROL AND PREVENTION, HEALTHY PEOPLE 2020, HEALTHY COMMUNITIES NETWORK, AMERICAN COMMUNITY SURVEY AND LOCAL PUBLIC HEALTH AUTHORITIES. OTHER ORGANIZATIONS SUPPORTING THIS CHNA INCLUDE THE ARTHRITIS FOUNDATION, DALLAS COUNTY HEALTH AND HUMAN SERVICES, DALLAS-FORT WORTH HOSPITAL COUNCIL FOUNDATION, RONALD MCDONALD HOUSE OF DALLAS AND THE TARRANT COUNTY DEPARTMENT OF HEALTH. ASSESSMENT OF THE TSRHC COMMUNITY CORE AND ANCILLARY SERVICES WAS ACCOMPLISHED THROUGH MIXED METHODOLOGY. QUALITATIVE DATA WAS OBTAINED FROM INFORMANTS, CATEGORIZED AND INTERPRETED, LEADING TO THE IDENTIFICATION OF TRENDS AND ANOMALIES. QUANTITATIVE DATA WAS COLLECTED FROM PATIENT SURVEY RESPONSES, CONVERTED TO NUMERICAL REPRESENTATIONS, AND ANALYZED WITH STATISTICAL SOFTWARE. BASED ON AN ANALYSIS OF PRIMARY DATA, CONCLUSIONS WERE MADE AND NEEDS IDENTIFIED. STATE AND REGIONAL DATA DETERMINED INDICATORS WITH THE MOST SIGNIFICANT IMPACT ON HEALTH ACCESS AND QUALITY FOR THE TSRHC COMMUNITY.
PART V, SECTION B, LINE 6I	NEEDS IDENTIFIED IN RECENTLY CONDUCTED CHNA AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND THE DALLAS FORT WORTH HOSPITAL COUNCIL FOUNDATION (DFWHCF) REACHED A CONSENSUS ABOUT SIGNIFICANT COMMUNITY HEALTH NEEDS BASED ON THE FREQUENCY AND IMPORTANCE OF SURVEY RESPONSES RECEIVED. TSHRC LEADERSHIP IDENTIFIED AND PRIORITIZED THREE SIGNIFICANT NEEDS WITHIN THE SCOPE OF THE HOSPITAL'S PRACTICE THAT REACH BEYOND THE SPECIFIC PEDIATRIC ORTHOPAEDIC NEEDS NORMALLY IDENTIFIED BY OUR PATIENTS. TSRHC CONTINUES TO ADDRESS ALL THREE OF THE SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED, WITHIN THE SCOPE OF THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. TSRHC CONTINUES TO FULFILL ITS PRIMARY MISSION BY PROVIDING PREMIER PEDIATRIC ORTHOPAEDIC SERVICES, CONDUCTING PIONEERING RESEARCH RELATED TO THE CONDITIONS WE TREAT AND PROVIDING EDUCATION IN OUR SPECIALTY AREAS AS A LEADING TEACHING HOSPITAL. CONTINUING THE HOSPITAL'S POLICY TO TREAT PATIENTS REGARDLESS OF THE FAMILY'S ABILITY TO PAY ADDRESSES A SIGNIFICANT BARRIER TO CARE IDENTIFIED IN COMMUNITY-BASED RESEARCH. THE FOLLOWING THREE NEEDS WERE PRIORITIZED IN THE HOSPITAL'S CHNA ACCORDING TO THE MAGNITUDE OF THE NEED, ITS ALIGNMENT WITH TSRHC'S STRENGTHS AND EXPERTISE AND THE OPPORTUNITY TO IDENTIFY AND REFER OR PARTNER WITH OTHER ORGANIZATIONS THAT CAN MORE EFFECTIVELY MEET THE NEED: 1. IMPROVE ACCESS TO HEALTH CARE SERVICES 2. IMPROVE COORDINATION OF CARE 3. IMPROVE CHILD HEALTH STATUS TSRHC CONTINUES TO IMPLEMENT STRATEGIES TO ADDRESS THESE PRIORITIZED NEEDS THAT ALIGNS WITH THE HOSPITAL'S MISSION AND SCOPE OF PRACTICE. STRATEGY FOR IMPROVING ACCESS: TSRHC IS FURTHER ENHANCING ITS OUTREACH PROGRAM TO ENSURE PATIENT AND PATIENT FAMILIES ARE AWARE OF HOSPITAL SERVICES AND OVERCOMING BARRIERS TO ACCESS TO CARE. TSRHC HAS ADOPTED A FINANCIAL ASSISTANCE PROGRAM AND THOSE FAMILIES THAT MEET THE ELIGIBILITY CRITERIA MAY QUALIFY FOR FREE OR DISCOUNTED CARE. THE HOSPITAL WILL CONTINUE TO BE RIGOROUS IN ITS EFFORTS TO COMMUNICATE THAT POLICY AND ENSURE THAT FINANCIAL BURDENS ARE NEVER A BARRIER TO PATIENT CARE. TSRHC RESEARCH DATA AND INFORMANT INTERVIEWS IDENTIFIED THE CURRENT AND GROWING SHORTAGE OF PEDIATRIC ORTHOPAEDIC SPECIALISTS AS A BARRIER TO CARE. ADDING TO THE ANTICIPATED HIGH DEMAND FOR PHYSICIANS AND SURGEONS IS THE EXPECTATION THAT A LARGE NUMBER OF PHYSICIANS ARE EXPECTED TO RETIRE BETWEEN 2008 AND 2018. TO ADDRESS THIS NEED, TSHRC WILL: A. PROVIDE MEDICAL EDUCATION - TSRHC FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPAEDIC RESIDENTS AND POST-GRADUATE ORTHOPAEDIC FELLOWS AND CONTRIBUTING TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. CURRENTLY, TSHRC IS AFFILIATED WITH 56 INSTITUTIONS INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. TSRHC PROVIDES FOUR CLINICAL FELLOWSHIPS EACH YEAR. THE DOROTHY AND BRYANT EDWARDS FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS AND SCOLIOSIS BEGAN IN 1990 AND PROVIDES TRAINING IN ALL ASPECTS OF RECONSTRUCTIVE PEDIATRIC ORTHOPAEDICS, TRAUMA AND INFECTIONS. IN ADDITION, TSRHC OFFERS A SIX-MONTH INTERNATIONAL PEDIATRIC ORTHOPAEDIC AND SCOLIOSIS FELLOWSHIP TRAINING PROGRAM. AS OF SEPTEMBER 2014, THE TSRHC ORTHOPAEDIC MEDICAL STAFF HAS TRAINED A TOTAL OF 144 ORTHOPAEDIC FELLOWS, 31 INTERNATIONAL ORTHOPAEDIC FELLOWS AND 420 ORTHOPAEDIC RESIDENTS. IN ADDITION, FELLOWS FROM SOME OF THE MAJOR HAND CENTERS IN NORTH AMERICA AS WELL AS FROM COUNTRIES THROUGHOUT THE WORLD TRAIN HERE IN THE SUBSPECIALTY OF PEDIATRIC HAND SURGERY FOR VARYING LENGTHS OF TIME. B. PROVIDE CLINICAL TRAINING AND/OR DIDACTIC EDUCATION FOR ALLIED HEALTH PROFESSIONALS IN EVERY DISCIPLINE REPRESENTED AT THE HOSPITAL - THE HOSPITAL MAINTAINS AFFILIATION AGREEMENTS WITH MORE THAN 50 COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. A SIGNIFICANT PORTION OF THE CLINICAL EDUCATION PROVIDED IS TO FUTURE NURSES. MORE THAN 200 NURSING STUDENTS FROM FIVE DIFFERENT NURSING SCHOOLS PARTICIPATE IN CLINICAL PRACTICE ROTATIONS AT TSRHC IN THE COURSE OF A TYPICAL YEAR. MORE THAN 300 NURSING STUDENTS FROM FIVE OTHER NURSING PROGRAMS ARE PROVIDED SHORT COURSES AND LECTURES BY TSRHC NURSING STAFF. OTHER DISCIPLINES WHICH PROVIDE CLINICAL, TECHNICAL AND/OR ADMINISTRATIVE EDUCATION TO STUDENTS IN THEIR AREA OF EXPERTISE INCLUDE ADMINISTRATORS, CHILD LIFE SPECIALISTS, DIETITIANS, DENTISTS, DENTAL ASSISTANTS, DENTAL HYGIENISTS, ADVANCE PRACTICE PROFESSIONALS, ORTHOTISTS AND PROSTHETISTS, PHYSICAL AND OCCUPATIONAL THERAPISTS, PSYCHOLOGISTS, RADIOGRAPHERS, SOCIAL WORKERS, SONOGRAPHERS AND THERAPEUTIC RECREATION SPECIALISTS. C. INTRODUCE, EXPAND OR ENHANCE TELEMEDICINE/TELEHEALTH INITIATIVES TO INCREASE PATIENT ACCESS TO HEALTH CARE - TELEMEDICINE ENCOMPASSES DIFFERENT TYPES OF PROGRAMS AND SERVICES PROVIDED FOR EACH PATIENT, INCLUDING SPECIALIST REFERRAL SERVICES, PATIENT CONSULTATIONS, REMOTE ACCESS, MEDICAL EDUCATION AND CONSUMER MEDICAL AND HEALTH INFORMATION. TSHRC IS COMMITTED TO PROVIDING A CULTURALLY APPROPRIATE ENVIRONMENT FOR ITS PEDIATRIC PATIENTS AND THEIR FAMILIES. A DIVERSE COHORT OF EMPLOYEES AND VOLUNTEERS ENSURES REFLECTIVITY OF ITS CURRENT AND FUTURE PATIENT MIX. TSRHC EMPLOYS THE SKILLS, EXPERTISE AND CARE OF MORE THAN 900 EMPLOYEES AND FURTHER, HAS THE BENEFIT OF MORE THAN 700 VOLUNTEERS. WE ALSO PROVIDE EXTENSIVE LANGUAGE TRANSLATION SERVICES TO PATIENTS AND THEIR FAMILIES THROUGH HOSPITAL STAFF AND CONTRACTED OUTSIDE SERVICES. IN ADDITION, EMPLOYEES ARE REQUIRED TO COMPLETE ONLINE TRAINING AND EDUCATION COURSES THAT INCLUDE CULTURAL SENSITIVITY AND PATIENT COMMUNICATION SEGMENTS. STRATEGY FOR IMPROVING CARE COORDINATION: TSRHC ENCOURAGES MORE COORDINATION BETWEEN GENERAL PRACTITIONERS AND TSRHC SPECIALISTS EITHER THROUGH THE USE OF AN ELECTRONIC HEALTH RECORD (EHR) OR SIMILAR MECHANISMS. TSRHC IS MAKING A SIGNIFICANT INVESTMENT IN ITS INFORMATION SYSTEMS INFRASTRUCTURE AND HUMAN RESOURCES TO EXPAND AND ENHANCE OUR ABILITY TO COLLABORATE AND COMMUNICATE WITH OTHER HEALTH CARE PROVIDERS WHO ALSO PLAY A ROLE IN THE TOTAL SPECTRUM OF PATIENT CARE FOR THE PATIENTS WE SHARE. EACH MONTH TSRHC RECEIVES REFERRALS FROM 500-600 PHYSICIANS. IT IS VERY IMPORTANT TO US THAT EACH ONE OF THESE PATIENTS IS WELL CARED FOR AND THAT OUR ASSESSMENTS AND TREATMENTS ARE COMMUNICATED BACK TO THESE PHYSICIANS. TSRHC IS ALSO COMMITTED TO HELPING EACH FAMILY FIND THE MEDICAL EXPERTISE AND RESOURCES THAT THEY NEED IF THE SERVICES THAT THEY REQUIRE ARE NOT WITHIN OUR SCOPE OF PRACTICE. OUR CHRISTI CARTER URSCHEL FAMILY RESOURCES CENTER UTILIZES FULL TIME SOCIAL WORKERS TO HELP PARENTS AND SIBLINGS OF CHILDREN WITH PHYSICAL AND DEVELOPMENTAL LIMITATIONS AND SERVED ABOUT 2,000 FAMILIES LAST YEAR WITH RESOURCES TO HELP THEM THROUGH A VARIETY OF NEEDS. WE ALSO HELPED TO COORDINATE MORE THAN 1,800 APPOINTMENTS OUTSIDE THE WALLS OF OUR FACILITY FOR PATIENTS LAST YEAR. THAT PROGRAM CONTINUES TO EVALUATE AND CONSIDER OPPORTUNITIES FOR IMPROVING CARE. CARE OPTIONS CHANGE FOR PATIENTS AFTER AGE 18 OR 21, DEPENDING ON THE TYPE OF SERVICES RECEIVED. SOCIAL WORKERS AND FINANCIAL COUNSELORS HELP FAMILIES UNDERSTAND OPTIONS AND HELP THEM NAVIGATE PROCESSES TO ACQUIRE FUNDING AS ADULTS. TSRHC WILL CONTINUE TO WORK WITH GOVERNMENT-SUPPORTED INCOME (SSI/SSDI) AND/OR MEDICAL COVERAGE (MEDICAID, MEDICARE, ETC.) TO FACILITATE CONTINUING CARE. FOR PATIENTS WHO NEED GUARDIANSHIP AFTER THE AGE OF 18, TSRHC SOCIAL WORKERS WILL HELP CONNECT FAMILIES TO ATTORNEYS THAT HELP WITH THE PROCESS. STRATEGY FOR IMPROVING CHILD HEALTH STATUS TSRHC CONTINUOUSLY ASSESSES THE QUALITY OF CARE PROVIDED NOT ONLY WITH AN ONGOING PATIENT CARE EVALUATION PROCESS, BUT ALSO IN COLLABORATION WITH THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH THAT IS COMPRISED OF SIX CENTERS FOR EXCELLENCE. TSRHC WILL CONTINUE TO BRING CLINICIANS, RESEARCHERS AND OTHER HEALTHCARE PROFESSIONALS AND SUPPORTING STAFF TOGETHER TO PERFORM INNOVATIVE AND CLINICALLY RELEVANT RESEARCH ON CHALLENGING PEDIATRIC DISORDERS. TSRHC CONTINUES TO DEVELOP A BROAD NETWORK INCLUDING PROVIDERS OF GENERAL PEDIATRIC SERVICES. WE WILL CONTINUE TO SUPPORT CONFERENCES, SYMPOSIA AND OTHER LEARNING OPPORTUNITIES DEDICATED TO IMPROVING CHILD HEALTH. TSRHC WILL REMAIN COMMITTED TO A ROBUST RESEARCH PROGRAM THAT WILL HELP US TO INCREASE OUR KNOWLEDGE, TREATMENT OPTIONS, AND OVERALL CARE OF THE PATIENT. WE CURRENTLY HAVE RESEARCH PROGRAMS IN ALL OF OUR CENTERS FOR EXCELLENCE AND THROUGH THESE PROJECTS WE ARE ABLE TO ENHANCE OUR PATIENT CARE. MANY OF OUR PATIENTS HAVE OBESITY ISSUES, AS WELL AS OTHER NUTRITIONAL NEEDS. ALTHOUGH TSRHC DOES NOT HAVE A FORMAL OBESITY CLINIC, WE ARE COMMITTED TO MEETING THE NEEDS OF THE WHOLE CHILD. TSRHC HAS CLINICAL DIETITIANS ON STAFF AVAILABLE TO ALL PATIENTS. TSRHC TAKES AN INTERDISCIPLINARY APPROACH TO WEI
PART V, SECTION B, LINE 7	NEEDS NOT ADDRESSED IN CHNA AND REASONS WHEN TSRHC, DUE TO ITS SPECIALTY, IS UNABLE TO PROVIDE SERVICES FOR ALL OF THE NEEDS DESCRIBED IN THE CHNA, TSRHC IDENTIFIES EXTERNAL RESOURCES THAT ARE AVAILABLE TO THE FAMILY BY PROVIDING CONTACTS FOR EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ADDRESS THE IDENTIFIED NEEDS. MANY FAMILIES TRAVEL FROM OUTSIDE THE AREA TO COME TO TSRHC. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE (RMH) WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST. IF RMH DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE WITH THE SERVICES LISTED BELOW AS ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR VENDOR(S) FROM A LIST OF VENDORS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING COURSE: O WEIGHT MANAGEMENT O OUTPATIENT PHYSICAL REHABILITATION O HOME HEALTH SERVICES O DURABLE MEDICAL EQUIPMENT O MEDICAL SUPPLIES O TESTING AND SPECIALISTS O MENTAL HEALTH TSRHC TRANSITIONS PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. A GROUP OF TSRHC SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION TSRHC PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY AGE OUT OF SERVICES RECEIVE THE NECESSARY ASSISTANCE.
PART V, SECTION B, LINE 11	ELIGIBILITY FOR DISCOUNTED CARE FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200% OF THE FPG, RECEIVE A 100% DISCOUNT. MEDICALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS GREATER THAN 200% OF THE FPG, WHOSE COSTS FOR CARE EXCEED 3% OF THEIR ANNUAL INCOME AND WHO ARE UNABLE TO PAY ARE PROVIDED A DISCOUNT.
PART V, SECTION B, LINE 18E	NEITHER THE HOSPITAL NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 17. PART V, SECTION B, LINE 20D FAP-ELIGIBLE INDIVIDUALS PATIENTS TREATED FOR EMERGENCY OR OTHER MEDICALLY NECESSARY CARE ARE INFORMED OF THE FINANCIAL ASSISTANCE PROGRAM AND THE APPLICATION PROCESS. ALL UNINSURED PATIENTS WILL BE PROVIDED A DISCOUNT AT THE LOWEST CONTRACTED RATE THE HOSPITAL HAS WITH ANY INSURANCE COMPANY FOR THE PARTICULAR SERVICE RECEIVED.

Schedule H (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization
Texas Scottish Rite Hospital for Crippled
Children

Employer identification number
75-0818178

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(h) Purpose of grant or assistance
(1) Pedi-Ortho Health Corporation 2222 Welborn Street Dallas,TX75219	75-2665759	501(c)(3)	100,000	0	FMV	Medical care and research

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2013

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

Schedule I, Part I, Line 1

use of grant funds The grant to Pedi-Ortho Health Corporation, a related medical entity, is to support the medical services of its physicians. The Hospital, as a sole member, monitors the activities of the entity which provides pediatric orthopaedic physicians to local medical facilities that care for children. The entity is independently audited annually and the Hospital receives a copy of the audited financial statements.

Schedule I (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2013

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported as deferred in prior Form 990
(1)ROBERT WALKERPRESIDENT/CEO	(i) (ii)	547,914 0	0 0	58,788 0	0 0	25,039 0	631,741 0	16,176 0
(2)JC MONTGOMERY JRPRESIDENT, EMERITUS	(i) (ii)	409,684 0	0 0	79,240 0	0 0	24,686 0	513,610 0	19,057 0
(3)LORI DALTONSR. VP & GENERAL COUNSEL	(i) (ii)	317,451 0	0 0	28,501 0	15,300 0	32,911 0	394,163 0	0 0
(4)SHARON ELLISFORMER SR. VP & CFO	(i) (ii)	183,194 0	0 0	193,616 0	11,093 0	4,087 0	391,990 0	0 0
(5)M SCOTT PERRYMANSENIOR VICE PRESIDENT	(i) (ii)	264,322 0	0 0	20,176 0	15,300 0	34,185 0	333,983 0	0 0
(6)MARK BATEMANSENIOR VICE PRESIDENT	(i) (ii)	308,184 0	0 0	28,431 0	15,300 0	32,041 0	383,956 0	0 0
(7)STEPHANIE BRIGGERVICE PRESIDENT	(i) (ii)	156,969 0	0 0	15,799 0	30,487 0	18,894 0	222,149 0	0 0
(8)JEREMY HOWELLVICE PRESIDENT	(i) (ii)	159,884 0	0 0	7,718 0	9,930 0	40,949 0	218,481 0	0 0
(9)JEAN ALLENCONTROLLER	(i) (ii)	151,958 0	0 0	9,051 0	9,333 0	12,202 0	182,544 0	0 0
(10)FREDRIC RICHMONDVICE PRESIDENT	(i) (ii)	229,760 0	0 0	21,671 0	0 0	9,937 0	261,368 0	0 0
(11)DEBRA SAYLESVICE PRESIDENT	(i) (ii)	236,034 0	0 0	13,692 0	121,782 0	10,651 0	382,159 0	0 0
(12)DON KATZVICE PRESIDENT	(i) (ii)	200,199 0	0 0	10,187 0	2,051 0	31,413 0	243,850 0	0 0
(13)B STEPHENS RICHARDS SCH JCHIEF MEDICAL OFFICER	(i) (ii)	544,134 32,500	0 0	172,289 0	63,896 0	23,957 0	804,276 32,500	0 0
(14)CHARLES JOHNSTON SEE SCH JASSIST. CHIEF OF STAFF	(i) (ii)	511,522 0	0 0	211,942 0	65,985 0	21,957 0	811,406 0	0 0
(15)JOHN BIRCH SEE SCH JASSIST. CHIEF OF STAFF	(i) (ii)	508,796 0	0 0	314,954 0	65,883 0	25,635 0	915,268 0	0 0
(16)DANIEL SUCATOCHIEF OF STAFF	(i) (ii)	594,834 107,550	0 0	37,298 0	122,593 0	32,576 0	787,301 107,550	0 0
(17)J ANTHONY HERRINGCHIEF OF STAFF EMERITUS	(i) (ii)	521,184 0	0 0	89,853 0	0 0	22,172 0	633,209 0	22,040 0
(18)JAMES STURGISADMINISTRATOR	(i) (ii)	171,237 0	0 0	10,420 0	56,007 0	24,237 0	261,901 0	0 0
(19)KRISTINA KEEVER-SMITHINVESTMENT OFFICER	(i) (ii)	209,688 0	0 0	10,314 0	28,887 0	771 0	249,660 0	0 0
(20)MOLLY DEMPSEYRADIOLOGIST	(i) (ii)	492,306 0	0 0	23,556 0	80,394 0	19,204 0	615,460 0	0 0
(21)MARYBETH EZAKI SEE SCH JORTHOPAEDIC SURGEON	(i) (ii)	503,116 0	0 0	1,223,972 0	68,118 0	4,427 0	1,799,633 0	0 0
(22)FARZANEH SAFAVI SEE SCH JANESTHESIOLOGIST	(i) (ii)	474,521 0	0 0	124,625 0	70,404 0	8,917 0	678,467 0	0 0
(23)LORI KAROLORTHOPAEDIC SURGEON	(i) (ii)	486,893 29,500	0 0	34,074 0	88,251 0	33,879 0	643,097 29,500	0 0
(24)KARL RATHJENORTHOPAEDIC SURGEON	(i) (ii)	521,704 67,400	0 0	33,295 0	89,707 0	10,262 0	654,968 67,400	0 0

Schedule J (Form 990) 2013

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation
FORM 990, PART VII & SCHEDULE J FOOTNOTE	PREVIOUSLY VESTED IN NON-QUALIFIED PENSION PLAN AND ACCRUED ADDITIONAL TAXABLE BENEFITS IN CALENDAR 2013. *VESTED IN NON-QUALIFIED PENSION PLAN IN CALENDAR 2013. Schedule J, Part I, Line 1a TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B (III) & W-2 BOX 5) JOHN BIRCH $800 J. ANTHONY HERRING $800 CHARLES JOHNSTON $800 LORI KAROL $800 B. STEPHENS RICHARDS $800 DANIEL SUCATO $800 SOCIAL CLUB DUES (INCLUDED ON SCH J, PART II, COL B(III) & W-2, BOX 5) J.C. MONTGOMERY, JR. $2,640
Schedule J, Part I, Line 1b	THE CORPORATION DOES NOT HAVE A WRITTEN POLICY REGARDING REIMBURSEMENT FOR TRAVEL FOR COMPANIONS. CERTAIN EMPLOYEES ARE ALLOWED $800 ANNUALLY FOR TRAVEL FOR COMPANIONS. THE ORGANIZATION PAID A PORTION OF THE SOCIAL CLUB DUES FOR AN EMPLOYEE. SUBSTANTITION OF EXPENSES WERE REQUIRED PRIOR TO REIMBURSEMENT AND THESE ITEMS WERE INCLUDED AS TAXABLE INCOME ON SCHEDULE J.
Schedule J, Part I, Line 4a	SHARON ELLIS RESIGNED FROM TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND HER ROLE AS CHIEF FINANCIAL OFFICER IN MAY 2013, AND RECEIVED A SEVERANCE PAYMENT OF $173,775. THIS AMOUNT IS INCLUDED IN PART II, COLUMN B(III).
Schedule J, Part I, Line 4b	1) THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES WHOSE BENEFITS UNDER THE TAX-QUALIFIED RETIREMENT PLAN HAVE BEEN LIMITED BY THE MAXIMUM BENEFIT AND MAXIMUM COMPENSATION LIMITATIONS IMPOSED UNDER THE TAX-QUALIFIED RETIREMENT PLAN IN ORDER TO COMPLY WITH THE INTERNAL REVENUE CODE. THE TOTAL ACCUMULATED BENEFIT THAT HAS ACCRUED FOR A PARTICIPANT UNDER THE RRIP NORMALLY BECOMES VESTED AND TAXABLE TO A PARTICIPANT WHEN HE OR SHE EITHER HAS ATTAINED AGE 55 AND COMPLETED 15 YEARS OF SERVICE OR ATTAINS AGE 65. THE BENEFIT ACCRUALS FOR A PARTICIPANT AFTER THE DATE OF INITIAL VESTING ARE TAXABLE TO THE PARTICIPANT WHEN AND AS ACCRUED. RRIP BENEFITS BECOME PAYABLE AFTER TERMINATION OF EMPLOYMENT. UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES ARE NON-VESTED PARTICIPANTS WHO ARE ACCRUING AN ANNUAL BENEFIT IN 2013. (INCLUDED ON SCH J, PART II, COL C) DANIEL SUCATO $90,955 KARL RATHJEN $55,437 LORI KAROL $43,563 MOLLY DEMPSEY $47,890 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE VESTED IN THIS PLAN IN CALENDAR YEAR 2013 AND HER CUMULATIVE ACCRUED BENEFITS SINCE INCEPTION, AS REFERENCED BELOW, ARE SUBJECT TO TAXATION. (INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 5) MARYBETH EZAKI $1,218,293 UNDER THE TERMS OF THE RRIP THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2013, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B(III) AND W-2, BOX 5) B. STEPHENS RICHARDS $134,751 JOHN BIRCH $150,892 CHARLES JOHNSTON $150,040 FARZANEH SAFAVI $97,872 2) THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIGIBLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY), AND ARE TAXABLE TO PARTICIPANT WHEN AND AS PAID. UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES ACCRUED A BENEFIT IN 2013. (INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 5) JOHN BIRCH $19,607 CHARLES JOHNSTON $24,083 UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2013. (AMOUNTS BELOW ARE INCLUDED ON SCH J, PART II, COL B(III) AND W-2, BOX 1 AND 5) J.C. MONTGOMERY, JR. $39,702 J. ANTHONY HERRING $45,917 ROBERT WALKER $32,352 3) THE FLEXIBLE BENEFITS PLAN IS A NON-QUALIFIED PLAN PROVIDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTIONS AMOUNTS ALLOCATED TO A PARTICIPANT UNDER THIS PLAN FOR EACH YEAR ARE TAXABLE TO THE PARTICIPANT FOR SUCH YEAR. THE EARNINGS ON RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILALBE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFITS PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2013 (INCLUDED IN SCH J, PART II, COL B(III) AND W-2, BOX 5. J.C. MONTGOMERY, JR. $18,720 ROBERT WALKER $24,750 M. SCOTT PERRYMAN $11,700 SHARON ELLIS $15,640 LORI DALTON $14,461 KRISTINA KEEVER-SMITH $9,549 MARK BATEMAN $14,040 STEPHANIE BRIGGER $7,191 JEAN ALLEN $6,960 JAMES STURGIS $7,944 DEBBIE SAYLES $10,632 J. ANTHONY HERRING $23,625 B. STEPHENS RICHARDS $24,570 JOHN BIRCH $23,057 CHARLES JOHNSTON $23,057 KARL RATHJEN $23,400 DANIEL SUCATO $26,910 LORI KAROL $22,148 FARZANEH SAFAVI $21,449 MOLLIE DEMPSEY $22,230

Schedule J (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet

Attach to Form 990. SchKMediumBullet

See separate instructions.
SchKMediumBullet

Information about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization
Texas Scottish Rite Hospital for Crippled
Children

Employer identification number
75-0818178

Part I

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	CITY OF PARKER TX CULTURAL EDUCATION FACILITIES	27-0365113		12-30-2010	23,000,000	CONSTRUCT & EQUIP POWER PLANT		X		X		X

Part II

Proceeds

	A		B		C		D
	1 Amount of bonds retired . . . . . . . . . . . . . .	0
2 Amount of bonds legally defeased . . . . . . . . . . .	0
3 Total proceeds of issue . . . . . . . . . . . . . .	23,000,000
4 Gross proceeds in reserve funds . . . . . . . . . . . .	0
5 Capitalized interest from proceeds . . . . . . . . . . .	624,107
6 Proceeds in refunding escrows . . . . . . . . . . . .	0
7 Issuance costs from proceeds . . . . . . . . . . . .	111,125
8 Credit enhancement from proceeds . . . . . . . . . . .	790,658
9 Working capital expenditures from proceeds . . . . . . . . .	0
10 Capital expenditures from proceeds . . . . . . . . . . .	22,735,606
11 Other spent proceeds . . . . . . . . . . . . . .	0
12 Other unspent proceeds . . . . . . . . . . . . . .	0
13 Year of substantial completion . . . . . . . . . . . .	2012
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue? . . . . .		X
15 Were the bonds issued as part of an advance refunding issue? . . . . .		X
16 Has the final allocation of proceeds been made? . . . . . . . .	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . .	X

Part III

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2013

Page 2

Part III

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . .	0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . .	0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . .	0 %
7 Does the bond issue meet the private security or payment test? . . . . .		X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? . . . . . . .		X

Part IV

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T? . . . . .		X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .		X
b Exception to rebate? . . . . . . . .	X
c No rebate due? . . . . . . . .		X
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .	X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?	X
b Name of provider . . . . . . . . .	JPMorgan Chase
c Term of hedge . . . . . . . . . .	10.
d Was the hedge superintegrated? . . . .		X
e Was the hedge terminated? . . . . . .		X

Schedule K (Form 990) 2013

Page 3

Part IV

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .		X
b Name of provider . . . . . . . . .	0
c Term of GIC . . . . . . . . . .
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .		X
7 Has the organization established written procedures to monitor the requirements of section 148? . . .		X

Part V

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X

Part VI

Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).

Return Reference	Explanation
SCHEDULE K, PART IV, LINE 2B:	Arbitrage - Exception to rebate Construction fund exempt from rebate based on two year spend down rules.

Schedule K (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..	X	4	23,805	Market value
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	11	2,391,780	Market value
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .	X	2	1,460,019	Market value
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( Mineral interests )	X	3	12	Market value
26 Other ( Trust interest )	X	1	1	Market value
27 Other ( Horse )	X	1	150	Market value
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that

it must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2013)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2013)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Return Reference	Explanation
PROGRAM SERVICES - PATIENT CARE (CONT.)	FORM 990, PART III, LINE 4A THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPAEDIC PATIENTS WHO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES SUCH AS TUBEROUS SCLEROSIS. THE PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR THE DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS SPINA BIFIDA AND CEREBRAL PALSY. CHILDREN WITH DEVELOPMENTAL DISABILITIES OFTEN HAVE PHYSICAL, SOCIAL, LEARNING OR BEHAVIOR CHALLENGES. THE PROGRAM TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY-CENTERED CARE. PROGRAM SERVICES - EDUCATION (CONT.) FORM 990, PART III, LINE 4B FOR MORE THAN 30 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPAEDICS TO PROMISING ORTHOPAEDIC SURGEONS. MORE THAN 160 PHYSICIANS HAVE BENEFITED FROM THE HOSPITAL'S FELLOWSHIP IN PEDIATRIC ORTHOPAEDICS AND SCOLIOSIS, WITH MANY GOING ON TO HOLD PRESTIGIOUS MEDICAL POSITIONS ACROSS THE COUNTRY AND AROUND THE WORLD. IN ADDITION, FELLOWS FROM SOME OF THE MAJOR HAND CENTERS IN NORTH AMERICA AND THE WORLD HAVE TRAINED AT THE HOSPITAL IN THE SUB-SPECIALTY OF PEDIATRIC HAND SURGERY. THE HOSPITAL ALSO PARTICIPATES IN RESIDENCY TRAINING PROGRAMS IN NEUROLOGY, RHEUMATOLOGY, ORTHOPAEDICS, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES AND HAS AFFILIATION PROGRAMS IN NURSING, PHYSICAL THERAPY, PROSTHETICS AND OTHER DISCIPLINES. PROGRAM SERVICES - RESEARCH (CONT.) FORM 990, PART III, LINE 4C HOSPITAL RESEARCHERS HAVE GENERATED MORE THAN 20 PATENTS AND HAVE MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE, INCLUDING DISCOVERING THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS AND TWO MORE GENETIC MARKERS OF THE CONDITION. HOSPITAL RESEARCH ALSO HAS LED TO THE CREATION OF NEW DEVICES AND TREATMENT SYSTEMS, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM. FAMILY AND BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 2: LYNDON OLSON AND PAT BEARD HAD A BUSINESS RELATIONSHIP. LYNDON OLSON AND RON CARTER HAVE A BUSINESS RELATIONSHIP. J. ANTHONY HERRING, MD, JOHN BIRCH, MD, CHARLES JOHNSTON, MD, LORI KAROL, MC, B. STEPHENS RICHARDS, MD, KARL RATHJEN, MD, AND DANIEL SUCATO, MD, HAVE A BUSINESS RELATIONSHIP WITH ROBERT WALKER, WILLIAM HUSTON AND LORI DALTON IN THAT THE PHYSICIANS ARE DIRECTORS OF PEDI-ORTHO HEALTH CORPORATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER, IN WHICH THE LATTER INDIVIDUALS SERVE AS OFFICERS. LORI DALTON AND KRISTINA KEEVER-SMITH HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF LEGACY SCHOLARSHIP FUND, A RELATED ENTITY. J.C. MONTGOMERY, JR., LORI DALTON, WILLIAM HUSTON AND KARL RATHJEN HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, AN ENTITY FOR WHICH TEXAS SCOTTISH HOSPITAL FOR CHILDREN IS THE SOLE MEMBER.
PROCESS USED TO REVIEW 990	Form 990, Part VI , Section B, Line 11b: THE FORM 990 IS PREPARED INTERNALLY IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS AND THEN REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS PROVIDED TO THE BOARD THROUGH ACCESS TO A SECURE PORTAL FOR REVIEW BEFORE IT IS FILED.
COMPLIANCE WITH WRITTEN CONFLICT OF INTEREST POLICY	Form 990, Part VI, Section B, Line 12c: THE ORGANIZATION ANNUALLY REQUIRES OFFICERS, KEY EMPLOYEES AND TRUSTEES TO COMPLETE A CONFLICTS OF INTEREST FORM DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY. ADDITIONALLY, THESE INDIVIDUALS ARE TO REPORT ANY NEW MATTERS THAT ARISE DURING THE YEAR IF THEY BECOME AWARE OF A TRANSACTION THAT IS UNDER CONSIDERATION THAT PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUALLY THE GENERAL COUNSEL PREPARES AND SUBMITS A SUMMARY OF THE DISCLOSED POTENTIAL CONFLICTS TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ADDITIONALLY, AT THE TIME A KEY STAFF MEMBER IS HIRED OR PROMOTED TO A POSITION WITH ADMINISTRATIVE OR MANAGEMENT RESPONSIBILITIES, THE ORGANIZATION PROVIDES THE INDIVIDUAL WITH A COPY OF THE CONFLICTS OF INTEREST POLICY AND THE INDIVIDUAL IS REQUIRED TO COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM. ALL MATERIAL FACTS SURROUNDING CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS INVOLVING A CONFLICT OF INTEREST ARE TO BE DISCLOSED TO ENSURE THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR TO THE HOSPITAL AT THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED.
PROCESS FOR DETERMINING COMPENSATION	Form 990, Part VI, Section B, Line 15a and 15b: THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARY AND BENEFITS FOR EXECUTIVE STAFF, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS. PERIODICALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARY AND BENEFITS OF EXECUTIVES, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2014 FOR MEDICAL STAFF AND EXECUTIVES. ADDITIONALLY, THE HOSPITAL GATHERS PHYSICIAN COMPENSATION DATA FROM LOCAL AND PRIVATE PRACTICE SETTINGS. THIS INFORMATION IS COLLECTIVELY TAKEN INTO CONSIDERATION AND PRESENTED TO THE COMMITTEE WHEN DETERMINING COMPENSATION.
Governing Document, Conflict of Interest Policy and Financial Statements	Form 990, Part VI, Section C, Line 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
RECONCILIATION OF NET ASSETS	FORM 990, PART XI, LINE 9: PENSION LIABILITY ADJUSTMENT $(17,520,316) CHANGE IN BENEFICIAL INTEREST IN TRUSTS $(16,747,362) ROUNDING $ 1 -------------- TOTAL $(34,267,677)

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.
MediumBullet

Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

Texas Scottish Rite Hospital for Crippled
Children

Employer identification number

75-0818178

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) Pedi-Ortho Health Corp 2222 Welborn St Dallas,TX75219 75-2665759	Physicians	TX	501(c)(3)	9	TSRH	Yes
(2) Legacy Scholarship Program 2222 Welborn St Dallas,TX75219 75-2106637	Scholarships	TX	501(c)(3)	7	NA		No
(3) Texas Scottish Rite Hospital Trust C/O JPMorgan Chase POB 3038 Milwaukee,WI53201 75-6013875	Support org	WI	501(c)(3)	11d-III-O	NA		No
(4) TSRH for Children Foundation 2222 Welborn St Dallas,TX75219 46-0683787	Support org	TX	501(c)(3)	7	TSRH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2013

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2013

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .

Yes

o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Pedi-Ortho Health Corp	b	100,000	Market
(2) Pedi-Ortho Health Corp	r	550,000	Market
(3) Pedi-Ortho Health Corp	l	71,243	Market
(4) Pedi-Ortho Health Corp	m	58,966	Market
(5) Pedi-Ortho Health Corp	q	784,646	Market

Schedule R (Form 990) 2013

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V?UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V?UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2013

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2013

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: IMPROVING THE LIVES OF CHILDREN WITH ORTHOPAEDIC RELATED CONDITIONS THROUGH PATIENT CARE, RESEARCH AND EDUCATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	39
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	39
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	1,074
6	Total number of volunteers (estimate if necessary) .............	6	926
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	701,659
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	-1,529,703

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	21,958,386	24,641,339
9	Program service revenue (Part VIII, line 2g) .........	40,551,994	42,545,090
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	107,397,612	220,604,344
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	127,576,361	360,249,375
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	297,484,353	648,040,148
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	200,000	100,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	87,316,292	89,384,106
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 5,953,906
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	45,965,525	52,753,321
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	133,481,817	142,237,427
19	Revenue less expenses. Subtract line 18 from line 12.......	164,002,536	505,802,721
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,820,397,325	2,243,247,037
21	Total liabilities (Part X, line 26).............	97,636,484	125,681,972
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,722,760,841	2,117,565,065

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 106,355,312 including grants of $ 100,000 ) (Revenue $ 42,545,090 )
	PATIENT CARE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS ONE OF THE NATION'S LEADING PEDIATRIC CENTERS FOR THE TREATMENT OF ORTHOPAEDIC CONDITIONS, CERTAIN RELATED NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYSLEXIA. PATIENTS RECEIVE TREATMENT REGARDLESS OF THE FAMILY'S ABILITY TO PAY. THE ORTHOPAEDICS PROGRAM INCLUDES OUTPATIENT CLINIC VISITS AND INPATIENT STAYS FOR THE DIAGNOSIS AND TREATMENT OF SUCH CONDITIONS AS SCOLIOSIS, CLUBFOOT, DISLOCATED HIP, LEGG-PERTHES, LIMB-LENGTH DIFFERENCES AND LIMB DEFICIENCIES. (CONTINUED ON SCHEDULE O.)

4b	(Code: ) (Expenses $ 1,149,458 including grants of $ 0 ) (Revenue $ 0 )
	EDUCATION TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPAEDIC RESIDENTS AND POST-GRADUATE ORTHOPAEDIC FELLOWS WHILE ALSO CONTRIBUTING TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. THE HOSPITAL IS CURRENTLY AFFILIATED WITH 56 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL TRAINING PROGRAMS. (CONTINUED ON SCHEDULE O.)

4c	(Code: ) (Expenses $ 10,148,650 including grants of $ 0 ) (Revenue $ 0 )
	RESEARCH SINCE OPENING ITS DOORS IN 1921, TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HAS STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPAEDIC CONDITIONS AND CERTAIN RELATED NEUROLOGICAL DISORDERS. THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH, IS MADE UP OF SIX CENTERS FOR EXCELLENCE - SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND FOOT DISORDERS, HIP DISORDERS, LIMB LENGTH DISCREPANCIES, HAND DIFFERENCES AND SPORTS MEDICINE - SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES. (CONTINUED ON SCHEDULE O.)

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses117,653,420

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	11,549,108	236,950	1,536,114

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c		2,695,190
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		21,946,149

g	Noncash contributions included in lines 1a-1f:$		3,875,767
h	Total. Add lines 1a-1f.......			24,641,339
			Business Code
2a	Dylexia program		900099	505,173	505,173	0	0
b	Outpatient revenue		622310	29,506,648	29,506,648	0	0
c	Inpatient revenue		622310	70,590,471	70,590,471	0	0
d	Deductions from revenue		622310	-58,057,202	-58,057,202	0	0
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			42,545,090
3	Investment income (including dividends, interest, and other similar amounts).......			32,300,848			32,300,848
4	Income from investment of tax-exempt bond proceeds..			0
5	Royalties...........			146,029,940			146,029,940
		(i) Real	(ii) Personal
6a	Gross rents	455,886
b	Less: rental expenses	124,337
c	Rental income or (loss)	331,549	0
d	Net rental income or (loss).......			331,549			331,549
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	1,594,933,623	183,000
b	Less: cost or other basis and sales expenses	1,406,648,627	164,500
c	Gain or (loss)	188,284,996	18,500
d	Net gain or (loss)..........			188,303,496			188,303,496
8a	Gross income from fundraising events (not including $ 2,695,190 of contributions reported on line 1c). See Part IV, line 18 ..
	a		824,034
b	Less: direct expenses ...b		1,086,289
c	Net income or (loss) from fundraising events..			-262,255			-262,255
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a		32,983
b	Less: direct expenses ...b		5,359
c	Net income or (loss) from gaming activities...			27,624			27,624
10a	Gross sales of inventory, less returns and allowances .
	a		1,974,913
b	Less: cost of goods sold ..b		870,222
c	Net income or (loss) from sales of inventory..			1,104,691		558,841	545,850
Miscellaneous Revenue			Business Code
11a	Surface damage/water sale		110000	9,804,739	0	0	9,804,739
b	LEASE BONUS REVENUE		211110	203,018,675	0	0	203,018,675
c	HUNTING PERMITS		110000	20,500	0	20,500	0
d	All other revenue ....			173,912	0	122,318	51,594
e	Total. Add lines 11a–11d ......			213,017,826
12	Total revenue. See Instructions......			648,040,148	42,545,090	701,659	580,152,060


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			509,611	1	834,059
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ...........			0	3	0
4	Accounts receivable, net .............			37,393,448	4	26,442,968
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				0	6	0
7	Notes and loans receivable, net .............			117,698	7	16,429
8	Inventories for sale or use ..............			2,331,274	8	2,102,217
9	Prepaid expenses and deferred charges ..........			4,990,447	9	5,288,889
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	242,824,827
b	Less: accumulated depreciation .....	10b	126,280,703	95,207,301	10c	116,544,124
11	Investments—publicly traded securities ..........			1,578,926,878	11	2,002,818,735
12	Investments—other securities. See Part IV, line 11 .....			167,175	12	167,137
13	Investments—program-related. See Part IV, line 11 .....			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			100,753,493	15	89,032,479
16	Total assets. Add lines 1 through 15 (must equal line 34)......			1,820,397,325	16	2,243,247,037
17	Accounts payable and accrued expenses .........			12,367,759	17	13,733,640
18	Grants payable .................			0	18	0
19	Deferred revenue ................			0	19	0
20	Tax-exempt bond liabilities .............			23,000,000	20	23,000,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			0	21	0
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..			0	23	0
24	Unsecured notes and loans payable to unrelated third parties ....			0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			62,268,725	25	88,948,332
26	Total liabilities. Add lines 17 through 25.........			97,636,484	26	125,681,972
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			1,592,649,607	27	2,000,965,057
28	Temporarily restricted net assets ...........			65,100,527	28	50,380,089
29	Permanently restricted net assets ...........			65,010,707	29	66,219,919
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			1,722,760,841	33	2,117,565,065
34	Total liabilities and net assets/fund balances ........			1,820,397,325	34	2,243,247,037

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................	Yes	No