Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 10-01-2022 , and ending 09-30-2023
BCheck if applicable:
CName of organization
Texas Scottish Rite Hospital for Crippled Children
 
 
Doing business as
Texas Scottish Rite Hospital for Children
 
Number and street (or P.O. box if mail is not delivered to street address)
2222 Welborn St
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Dallas, TX75219
D Employer identification number

75-0818178
E Telephone number

G Gross receipts $ 634,561,163
F Name and address of principal officer:
Robert L Walker
2222 Welborn St
Dallas,TX75219
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.scottishriteforchildren.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1921
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Improving the lives of children with orthopedic related conditions through patient care, research and education.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 34
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 34
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 1,419
6 Total number of volunteers (estimate if necessary) ............. 6 325
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 866,574
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 52,522,335 23,941,841
9 Program service revenue (Part VIII, line 2g) ......... 97,311,930 105,061,776
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 140,364,806 67,140,690
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 225,274,644 202,310,411
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 515,473,715 398,454,718
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 892,406 2,971,900
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 136,675,666 149,352,312
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet10,676,780    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 111,614,088 124,512,520
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 249,182,160 276,836,732
19 Revenue less expenses. Subtract line 18 from line 12....... 266,291,555 121,617,986
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,378,125,210 3,717,133,456
21 Total liabilities (Part X, line 26)............. 140,818,700 129,786,847
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,237,306,510 3,587,346,609
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: To provide the highest quality care to improve the lives of children with orthopedic and related conditions and specific learning disabilities. Texas Scottish Rite Hospital for Children focuses on patient care, research and education.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 184,268,067 including grants of $ 2,971,900 ) (Revenue $ 125,204,843 )
PATIENT CARE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS ONE OF THE NATION'S LEADING PEDIATRIC CENTERS FOR THE TREATMENT OF ORTHOPEDIC CONDITIONS, CERTAIN RELATED ARTHRITIC AND NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYSLEXIA. PATIENTS RECEIVE TREATMENT REGARDLESS OF THE FAMILY'S ABILITY TO PAY. THE ORTHOPEDICS PROGRAM INCLUDES OUTPATIENT CLINIC VISITS AND INPATIENT STAYS FOR THE DIAGNOSIS AND TREATMENT OF SUCH CONDITIONS AS SCOLIOSIS, CLUBFOOT, DISLOCATED HIP, LEGGPERTHES, LIMBLENGTH DIFFERENCES AND LIMB DEFICIENCIES, HAND DIFFERENCES AND SPORTS INJURIES. THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPEDIC PATIENTS WHO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES SUCH AS TUBEROUS SCLEROSIS. THE PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR THE DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS SPINA BIFIDA AND CEREBRAL PALSY. ALL PROGRAMS, INCLUDING ORTHOPEDIC, NEUROLOGY AND LEARNING DISORDERS, TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY CENTERED CARE. THE NEUROLOGY PROGRAM PROVIDES CARE IN SPECIALIZED CLINICS FOR ORTHOPEDIC PATIENTS WHO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES SUCH AS TUBEROUS SCLEROSIS. THE PEDIATRIC DEVELOPMENTAL DISABILITIES PROGRAM INCLUDES OUTPATIENT CLINIC VISITS FOR THE DIAGNOSIS AND TREATMENT OF CONDITIONS SUCH AS SPINA BIFIDA AND CEREBRAL PALSY. ALL PROGRAMS, INCLUDING ORTHOPEDIC, NEUROLOGY AND LEARNING DISORDERS, TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE FAMILY-CENTERED CARE.
4b (Code:   ) (Expenses $ 17,443,633 including grants of $   ) (Revenue $   )
RESEARCH THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH, IS MADE UP OF SIX CENTERS OF EXCELLENCE SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND FOOT DISORDERS, HIP DISORDERS, LIMB LENGTH AND RECONSTRUCTION, HAND DIFFERENCES AND SPORTS MEDICINE SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES. HOSPITAL RESEARCHERS HAVE STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN, WHICH HAVE GENERATED MORE THAN 50 PATENTS. THEY 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. THROUGH RESEARCH, NEW DEVICES AND TREATMENT SYSTEMS HAVE BEEN CREATED, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM. HOSPITAL RESEARCHERS HAVE STRIVED TO DISCOVER NEW AND BETTER WAYS TO CARE FOR CHILDREN, WHICH HAVE GENERATED MORE THAN 25 PATENTS. THEY 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. THROUGH RESEARCH, NEW DEVICES AND TREATMENT SYSTEMS HAVE BEEN CREATED, INCLUDING THE TSRH SILO 5.5 SPINAL SYSTEM, THE TRUE/LOK EXTERNAL FIXATION SYSTEM AND THE TRUE/LOK HEXAPOD SYSTEM.
4c (Code:   ) (Expenses $ 8,567,274 including grants of $   ) (Revenue $   )
EDUCATION TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPEDIC RESIDENTS AND POSTGRADUATE ORTHOPEDIC FELLOWS. IN ADDITION, THE HOSPITAL CONTRIBUTES TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. THE HOSPITAL IS CURRENTLY AFFILIATED WITH 93 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL PROGRAMS. FOR 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC SURGEONS. MORE THAN 200 PHYSICIANS HAVE BENEFITED FROM THE HOSPITAL'S FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, WITH MANY GOING ON TO HOLD PRESTIGIOUS MEDICAL POSITIONS ACROSS THE COUNTRY AND AROUND THE WORLD. IN ADDITION, PHYSICIANS FROM SOME OF THE MAJOR HAND CENTERS HAVE TRAINED AT THE HOSPITAL IN THE SUBSPECIALTY OF PEDIATRIC HAND SURGERY. THE HOSPITAL ALSO PARTICIPATES IN RESIDENCY TRAINING PROGRAMS IN NEUROLOGY, RHEUMATOLOGY, PSYCHOLOGY, RADIOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES. AFFILIATION PROGRAMS IN NURSING, PHYSICAL THERAPY, PROSTHETICS AND OTHER DISCIPLINES ALSO EXIST.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet210,278,974
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
297
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,419
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
Yes
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
34
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
34
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJennifer Deason2222 Welborn   Dallas,TX75219 (214) 559-7862
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GUY F STOVALL JR
 
VICE PRESIDENT & ASST TREASURER
 3.0
.................
0 		X   X       0 0 0
(2) HAROLD D CARTER
 
VICE CHAIRMAN
 4.0
.................
1.0 		X   X       0 0 0
(3) JAMES E LANEY
 
VICE PRESIDENT & TREASURER
 3.0
.................
0 		X   X       0 0 0
(4) LYNDON L OLSON JR
 
CHAIRMAN
 6.0
.................
1.0 		X   X       0 0 0
(5) M DOUGLAS ADKINS
 
VICE CHAIRMAN
 4.0
.................
1.0 		X   X       0 0 0
(6) RONALD L SKAGGS
 
VICE PRESIDENT & SECRETARY
 4.0
.................
0 		X   X       0 0 0
(7) BERT VERNON MASSEY II
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(8) BRACK JONES JR
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(9) BRADY G ELLIOTT
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(10) CLAUDE O ERVIN
 
DIRECTOR
 4.0
.................
0 		X           0 0 0
(11) DAN F DAVIDSON
 
DIRECTOR
 4.0
.................
0 		X           0 0 0
(12) DONNY BROUGHTON
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(13) DOUGLAS S MAXEY
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(14) H FINLAY WATKINS
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
(15) JAMES C PENN
 
DIRECTOR
 4.0
.................
1.0 		X           0 0 0
(16) JAMES D NYFELER SR
 
DIRECTOR
 4.0
.................
0 		X           0 0 0
(17) JAMES F CHAMBERS
 
DIRECTOR
 3.0
.................
0 		X           0 0 0
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JAMES L WILLIAMS
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(19) JEFF W SMITH
 
DIRECTOR
 4.0
.......................0 		X           0 0 0
(20) JOE H TYDLASKA
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(21) JOHN E WOOD
 
DIRECTOR
 3.0
.......................0 		X           0 0 0
(22) JOSEPH M DEALEY JR
 
DIRECTOR
 3.0
.......................0 		X           0 0 0
(23) KENNETH C CURRY
 
DIRECTOR
 4.0
.......................0 		X           0 0 0
(24) KIM J ASKEW
 
DIRECTOR
 3.0
.......................0 		X           0 0 0
(25) MICHAEL K PICKENS
 
DIRECTOR
 4.0
.......................0 		X           0 0 0
(26) MICHAEL L WIGGINS PhD
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(27) PATSY WOODS MARTIN
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(28) RALPH WAYNE
 
DIRECTOR
 3.0
.......................0 		X           0 0 0
(29) RONALD L CARTER
 
DIRECTOR
 4.0
.......................1.0 		X           0 0 0
(30) RUSSELL C BROWN
 
DIRECTOR
 4.0
.......................1.0 		X           0 0 0
(31) STEPHEN F CROSS
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(32) W EUGENE BROOKSHIRE
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(33) W M GOWER
 
DIRECTOR
 3.0
.......................0 		X           0 0 0
(34) W VERNON BURKE JR
 
DIRECTOR
 3.0
.......................1.0 		X           0 0 0
(35) ANGIE E BUCKMEIER
 
VP, CNO
 40.0
.......................0 		    X       227,455 0 21,220
(36) ASHLEY C GIVENS
 
VP DEVELOPMENT & EVENTS
 40.0
.......................0 		    X       170,155 0 75,537
(37) DONALD E KATZ
 
VP FACILITIES & PROCESS DESIGN
 40.0
.......................0 		    X       352,152 0 230,726
(38) FREDRIC D RICHMOND
 
SR VP, CHIEF INVESTMENT OFFICER
 40.0
.......................0 		    X       569,967 0 47,217
(39) JENNY J JOHNSON
 
VP REVENUE CYCLE
 40.0
.......................0 		    X       227,447 0 33,987
(40) JEREMY L HOWELL
 
VP North Campus
 40.0
.......................0 		    X       286,077 0 55,021
(41) KRIS L KEEVER-SMITH
 
VP INVESTMENTS
 39.0
.......................1.0 		    X       339,572 0 231,589
(42) LESLIE A CLONCH JR
 
VP & CHIEF INFORMATION OFFICER
 40.0
.......................0 		    X       517,051 0 57,831
(43) LORI L DALTON
 
SR VP & GENERAL COUNSEL
 37.0
.......................3.0 		    X       597,634 0 56,988
(44) MARK G BATEMAN End 0923
 
SR VP, PUBLIC RELATIONS
 40.0
.......................0 		    X       491,326 0 44,665
(45) MARK RIORDAN Start 0923
 
SVP PUBLIC RELATIONS
 40.0
.......................0 		    X       0 0 0
(46) MATTHEW S CHANCE
 
SR VP, COO
 40.0
.......................0 		    X       585,501 0 55,342
(47) MICHELLE C HAYS Start 0223
 
SVP/CFO
 38.0
.......................2.0 		    X       0 0 0
(48) ROBERT L WALKER
 
PRESIDENT & CEO
 38.0
.......................2.0 		    X       1,453,410 0 37,541
(49) STEPHANIE K BRIGGER
 
VP DEVELOPMENT
 40.0
.......................0 		    X       270,492 0 211,473
(50) BRANDON A RAMO MD
 
CHIEF QUALITY OFFICER
 39.0
.......................1.0 		      X     830,068 38,000 57,831
(51) DANIEL J SUCATO MD MS
 
CHIEF OF STAFF
 39.0
.......................1.0 		      X     1,354,180 18,100 627,718
(52) KARL E RATHJEN MD
 
ASST COS
 30.0
.......................2.0 		      X     645,317 6,100 199,566
(53) PHILIP L WILSON MD
 
ASST COS/MED DIR NORTH CAMPUS
 38.0
.......................2.0 		      X     842,482 48,800 266,551
(54) ANTHONY I RICCIO MD
 
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   796,404 40,200 62,831
(55) HENRY B ELLIS MD
 
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   848,426 54,050 56,581
(56) JAYSSON BROOKS MD
 
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   795,147 38,000 37,262
(57) MEGAN JOHNSON MD
 
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   799,301 38,000 55,081
(58) ROBERT L WIMBERLY MD
 
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   794,933 41,900 62,581
(59) BENJAMIN S RICHARDS III MD End 0621
 
FRM CHIEF MEDICAL OFFICER
 0.0
.......................0.0 		          X 143,238 0 165,038
(60) CHARLES E JOHNSTON II MD End 0421
 
FRM ASST CHIEF OF STAFF
 0.0
.......................0.0 		          X 206,531 0 220,585
(61) DEBRA A SAYLES End 1221
 
FRM VP, CNO
 0.0
.......................0 		          X 282,782 0 10,598
(62) JOHN A HERRING End 0820 MD
 
CHIEF OF STAFF EMERITUS
 0.0
.......................0.0 		          X 175,658 0 307,715
(63) TAMMIE L SIBLEY End 0722
 
FRM SR VP & CFO
 0.0
.......................0.0 		          X 405,046 0 27,004
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 15,007,752 323,150 3,316,079
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet306
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
HC Beck Ltd

1601 Elm Street
Dallas,TX75201 		Construction 23,207,982
UT Southwestern Medical Center

5323 Harry Hines Blvd
DALLAS,TX753909029 		MEDICAL SERVICES 2,594,488
Grant Thornton LLP

1717 Main Street
Dallas,TX75201 		Professional Services 554,802
Ernst & Young US LLP

200 Plaze Drive
Secaucus,NJ07094 		Professional Services 517,549
Sharon Jean Larson

120 San Bernard Drive
Irving,TX75039 		Consulting Services 504,963
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet28
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,720,844
d Related organizations1d 59,750
e Government grants (contributions)1e 634,830
f All other contributions, gifts, grants, and similar amounts not included above1f 21,526,417
g Noncash contributions included in lines 1a - 1f:$ 1g 2,925,879
h Total. Add lines 1a-1f.......MediumBullet 23,941,841
Program Service RevenueAmt Business Code
2a NET OUTPATIENT REVENUE 622310 69,042,982 69,042,982    
b Net INPATIENT REVENUE 622310 28,682,411 28,682,411    
c OTHER PATIENT RELATED REVENUE 622310 7,336,383 7,336,383    
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 105,061,776
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 103,060,583   -405,214 103,465,797
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0    
5 Royalties...........MediumBullet 179,884,243     179,884,243
(ii) Personal (i) Real
6a Gross rents   565,470 6a
b Less: rental expenses   0 6b
c Rental income or (loss) 0 565,470 6c
d Net rental income or (loss).......MediumBullet 565,470     565,470
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 313,664 195,219,612 7a
b Less: cost or other basis and sales expenses 14,083 231,438,086 7b
c Gain or (loss) 299,581 -36,218,474 7c
d Net gain or (loss).........MediumBullet -35,919,893   26,982 -35,946,875
8a Gross income from fundraising events (not including $ 1,720,844of contributions reported on line 1c). See Part IV, line 18 ....
8a 454,880
b Less: direct expenses ... 8b 841,592
c Net income or (loss) from fundraising events..MediumBullet -386,712   -386,712
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 20,000
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 20,000     20,000
10a Gross sales of inventory, less
returns and allowances ..
10a 5,665,038
b Less: cost of goods sold .. 10b 3,812,684
c Net income or (loss) from sales of inventory..MediumBullet 1,852,354   1,012,817 839,537
Business Code Miscellaneous Revenue
11a SURFACE DAMAGE/WATER SALES 110000 19,030,041 19,030,041    
b CAFETERIA/CATERING SALES 722310 764,139 764,139    
c CONTRACTED SRV WITH UTSW 900099 391,103 391,103    
d All other revenue .... 189,773 -42,216 231,989 0
e Total. Add lines 11a–11d ...... MediumBullet 20,375,056
12 Total revenue. See instructions.....MediumBullet 398,454,718 125,204,843 866,574 248,441,460
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 2,971,900 2,971,900
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 12,412,973 4,438,603 6,326,873 1,647,497
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 109,752,678 92,828,150 13,963,382 2,961,146
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,714,504 6,715,367 788,500 210,637
9 Other employee benefits ....... 12,703,168 11,885,684 369,183 448,301
10 Payroll taxes ........... 6,768,989 5,721,027 850,697 197,265
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 568,074 45 568,029  
c Accounting ........... 758,776   758,776  
d Lobbying ........... 93,294   93,294  
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 9,996,248   9,996,248  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 12,550,715 6,578,758 5,631,055 340,902
12 Advertising and promotion .... 4,903,928 819,779 1,586,200 2,497,949
13 Office expenses ....... 6,235,230 4,075,261 1,447,600 712,369
14 Information technology ...... 14,382,820 11,932,520 2,009,748 440,552
15 Royalties ..        
16 Occupancy ........... 8,972,133 7,806,838 938,453 226,842
17 Travel ............ 1,597,654 1,344,921 238,412 14,321
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 389,188 310,300 71,469 7,419
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 25,666,294 21,177,170 3,765,972 723,152
23 Insurance ... 1,263,098 39,684 1,216,701 6,713
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 & OTHER SUPPLIES 26,921,846 24,905,377 1,774,754 241,715
b RANCH OPERATIONS 3,202,557   3,202,557  
c BAD DEBT EXPENSE 6,727,590 6,727,590    
d CGA ACTUARIAL EXPENSE 283,075   283,075  
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 276,836,732 210,278,974 55,880,978 10,676,780
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 701,421 1 6,830,055
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 2,543,539 3 123,340
4 Accounts receivable, net ............. 58,882,445 4 59,240,024
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 5,853,157 8 5,401,619
9 Prepaid expenses and deferred charges ...... 8,201,499 9 10,367,872
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 613,878,743
b Less: accumulated depreciation 10b 241,890,455 364,769,502 10c 371,988,288
11 Investments—publicly traded securities . 370,038,000 11 400,726,000
12 Investments—other securities. See Part IV, line 11 ..... 2,480,897,454 12 2,763,501,740
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 86,238,193 15 98,954,518
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,378,125,210 16 3,717,133,456
Liabilities 17 Accounts payable and accrued expenses ..... 24,916,289 17 25,313,258
18 Grants payable ...   18  
19 Deferred revenue ......... 386,540 19 976,921
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 115,515,871 25 103,496,668
26 Total liabilities. Add lines 17 through 25.. 140,818,700 26 129,786,847
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 3,095,919,404 27 3,434,788,733
28 Net assets with donor restrictions ........... 141,387,106 28 152,557,876
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 3,237,306,510 32 3,587,346,609
33 Total liabilities and net assets/fund balances ........ 3,378,125,210 33 3,717,133,456
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
398,454,718
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
276,836,732
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
121,617,986
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
3,237,306,510
5
Net unrealized gains (losses) on investments ...............
5
209,714,425
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
18,707,688
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
3,587,346,609
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
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) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2022 		(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2023. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
Texas Scottish Rite Hospital for Crippled Children
  		Employer identification number
75-0818178
Part I
Contributors
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


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
Texas Scottish Rite Hospital for Crippled Children
  		Employer identification number

75-0818178
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
Texas Scottish Rite Hospital for Crippled Children
  		Employer identification number

75-0818178
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2022)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE C
(Form 990)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(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? ...................................................................................................................

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
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:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
93,294
j
Total. Add lines 1c through 1i ....................................................................................................
93,294
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
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
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
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."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
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? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY TEXAS HOSPITAL ASSOCIATION $4,076 WERE ALLOCATED TO LOBBYING. DALLAS REGIONAL CHAMBER $636 WERE ALLOCATED TO LOBBYING. THE HOSPITAL RETAINED THE SERVICES OF GREENBERG, TRAURIG LLP TO MEET WITH VARIOUS FEDERAL AND STATE LEGISLATORS OR STAFF AND INCURRED RELATED EXPENSES IN THE AMOUNT OF $88,582.
Schedule C (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 2,237,616,010 2,492,468,691 2,216,104,723 2,061,276,404 164,029,028
b Contributions ... 180,487,759 223,445,894 2,500 10,690,156 1,935,008,594
c Net investment earnings, gains, and losses 210,388,633 -353,213,687 294,544,855 150,231,493 63,090,266
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		113,278,346 125,084,888 18,183,387 6,093,330 100,851,484
f Administrative expenses ....          
g End of year balance ...... 2,515,214,056 2,237,616,010 2,492,468,691 2,216,104,723 2,061,276,404
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet97 %
b
Permanent endowment SchDMd Bullet2 %
c
Term endowment SchDMd Bullet1 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   96,466,394 96,466,394
b Buildings ....   387,308,684 148,819,656 238,489,028
c Leasehold improvements   1,371,829 761,356 610,473
d Equipment ....   128,731,836 92,309,443 36,422,393
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 371,988,288
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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........    
(3) Other
(A) Off Shore Funds		 342,641,807 F

(B) Common Collective Trusts		 1,754,393,517 F

(C) Partnerships		 630,712,720 F

(D) Corporate Debt		 3,918 F

(E) Assets Limited As to Use		 20,195,000 F

(F) Value in Reg Inv Companies		 15,554,778 F
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 2,763,501,740
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 103,496,668
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) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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' on 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
Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds are used to support the medical, research and education programs of the hospital.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOSPITAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE HOSPITAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITY. THE HOSPITAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENT. THE HOSPITAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE HOSPITAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES FOR YEARS PRIOR TO 2019.
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 14b.
1
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? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Investments Investments 342,641,807
East Asia and the Pacific 0 0 Program Services Conference/Training 19,963
North America (Canada & Mexico only) 0 0 Program Services Conference/Training 26,797
Europe (Including Iceland and Greenland) 0 0 Program Services Conference/Training 178,274
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 342,866,841
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 342,866,841
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 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
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .
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) .
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
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
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on 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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
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?
b
If "Yes," list the 10 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) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
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 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.









VerticalRevenue
(a) Event #1

Auction
(event type) 		(b) Event #2

Golf Tournament
(event type) 		(c) Other events

13
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
668,837
393,080
1,113,807
2,175,724

2
Less: Contributions . . . .
593,337
288,880
838,627
1,720,844
3 Gross income (line 1 minus
line 2) . . . . . .
75,500
104,200
275,180
454,880



VerticalDirectExpenses
4 Cash prizes . . . . . 3,425 2,693 16,633 22,751
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .   67,964 93,682 161,646
7 Food and beverages . . . 22,544 43,556 85,309 151,409
8 Entertainment . . . . 10,000   6,015 16,015
9 Other direct expenses . . . 166,381 102,983 220,407 489,771
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 841,592
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -386,712
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
20,000
20,000
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities: TX
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
The State of Texas does not require a license for occasional gaming activities (Up to four per year).
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
0 %
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Jennifer Deason
Address right arrow
2222 Welborn   Dallas, TX75219
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
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 $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
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$ 0
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 provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
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
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
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.
3
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.
a
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:
3a
Yes
 
%
b
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: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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.
4
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"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
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? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (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) . . . 		    26,552,358 0 26,552,358 9.83 %
b Medicaid (from Worksheet 3, column a) . . . . .     75,346,763 37,106,144 38,240,619 14.16 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 101,899,121 37,106,144 64,792,977 23.99 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     10,715,276 0 10,715,276 3.97 %
f Health professions education (from Worksheet 5) . . .     7,515,917 -148,546 7,664,463 2.84 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     17,366,700 949,690 16,417,010 6.08 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,872,600 0 2,872,600 1.06 %
j Total. Other Benefits . . 0 0 38,470,493 801,144 37,669,349 13.95 %
k Total. Add lines 7d and 7j . 0 0 140,369,614 37,907,288 102,462,326 37.93 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
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.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support         0 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development         0 0 %
9 Other     1,043,016   1,043,016 0.39 %
10 Total 0 0 1,043,016 0 1,043,016 0.39 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
6,727,590
3
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. ......
3
 
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
10,010
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
7,186
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
2,824
8
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:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
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 .........................

9b

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) 2022
Schedule H (Form 990) 2022
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?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Texas Scottish Rite Hospital for Children
2222 Welborn St
Dallas,TX75219
www.scottishritehospital.org
000054 		X X X X   X     Orthopedic, Neurodevelopment & Musculoskeletal  
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 4
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)
Texas Scottish Rite Hospital for Children
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 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 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, 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) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Texas Scottish Rite Hospital for Children
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.SCOTTISHRITEHOSPITAL.ORG
b
WWW.SCOTTISHRITEHOSPITAL.ORG
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
Texas Scottish Rite Hospital for Children
Name of hospital facility or letter of facility reporting group  
Yes No
17 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 all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 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
b
c
d
e
f
19 Did the hospital facility or other authorized 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Texas Scottish Rite Hospital for Children
Name of hospital facility or letter of facility reporting group  
Yes No
22 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.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - Texas Scottish Rite Hospital. Scottish Rite for Children (Scottish Rite) and Ascendient Healthcare Advisors (Ascendient) collaborated to conduct and assess the needs of the community in producing the organization's community health needs assessment (CHNA) report. Primary data included information gathered from internet-based and paper surveys, focus groups and interviews with various patient families, local organizations and health service providers and leaders within Scottish Rite. Secondary data included information regarding the demographics, health and health care resources, behavioral health, disease trends and county rankings of the community served by Scottish Rite. The data collection and analysis process began in May 2022 and continued through to the development of the document in August 2022. In conjunction with Scottish Rite leadership, Ascendient drafted the survey, and Scottish Rite conducted a health survey in person in Dallas and Frisco and also in electronic format to current and former Scottish Rite patients. Community engagement and feedback was obtained several ways: a) patient internet-based and paper surveys distributed in the Scottish Rite clinics with personal assistance for families that needed help understanding/filling out the information, b) patient family focus groups , c) internet-based surveys and interviews with leaders from community partners, d) significant input and direction from Scottish Rite leadership and the steering committee. All stakeholders were asked to provide their feedback about the health of children in the Scottish Rite community and factors influencing the health status of children in the broader community. The data were aggregated by source (i.e., patients, community leaders and partners and Scottish Rite leadership) and then analyzed to understand the current perceived health needs in the community through the lens of those we serve, those we collaborate with and those who lead us internally. Thanks to the hard work of our dedicated staff, partners and volunteers, Scottish Rite was able to gather an abundance of primary data to gain a better understanding of the health needs in the community and the role Scottish Rite plays in helping kids lead healthy, happy lives. Leveraging these sources, the steering committee incorporated input from 1,680 Scottish Rite patients, 22 community leaders/partners and 31 Scottish Rite leaders. Of note, to ensure that historically underserved populations including minorities, persons with low-income, uninsured or underinsured and those with limited English proficiency were represented in this assessment, Scottish Rite distributed internet-based and paper patient surveys in English and Spanish for patients that may not have internet access at home and/or prefer to respond in Spanish. Roughly 26% of patient respondents identified themselves as Hispanic/Latino and 13% indicated that Spanish was the primary language spoken in their homes. Additionally, 27% of patient respondents have Medicaid or do not have insurance at all, and more than half of the patient focus group participants reported having Medicaid and/or using Crayon Care, which is Scottish Rite's financial assistance program. Nearly all survey respondents indicated they lived in the CHNA community. In addition, Scottish Rite conducted four patient focus groups to solicit input from patients' families regarding the health needs of their children. The patient focus groups were conducted August and September 2022 at Scottish Rite's Dallas and Frisco campuses. Nine questions were asked, discussed and then used to help gather data from the participants. Input was collected from 22 key stakeholders through in-person interviews and electronic surveys in 2022. These key stakeholders were determined based on their specialized knowledge or expertise in public health, their involvement with underserved and minority populations or their affiliation with local government, schools and industry. Stakeholders included leadership from Dallas County Health and Human Services, Parkland Health, UT Southwestern, and other local organizations. These interviews were intended to ascertain opinions among individuals who are likely to be knowledgeable about the community and influential over the opinions of others about health concerns in the community. Secondary data assessed factors, such as demographics, socioeconomic indicators (household income and poverty, insurance coverage and children living in single-parent households) and community health status indicators relevant to the services provided by Scottish Rite (rates for conditions treated by Scottish Rite, number of children in Texas with disabilities and rate for health issues identified by stakeholders and patients, such as asthma and obesity). Key sources for secondary data on the community served by Scottish Rite included data made available by participating organizations and numerous public data sources related to demographics, social and economic determinants of health, health equity, health status and disease trends, mental/behavioral health trends and modifiable health risks. Some of the secondary data sources included, but were not limited to, the Texas Department of Health and Human Services, CDC, United Way, American Community Survey of the U.S. Census Bureau, USDA, OMH - Office of Minority Health, county health rankings and roadmaps and the Opportunity Atlas. The process of determining the priority health needs for the 2022 CHNA began with the collection and analysis of hundreds of data points. All individual data measures from both primary and secondary sources were gathered, analyzed and interpreted. To combine data points into more easily discussable categories, all individual data measures were grouped into six categories and 20 corresponding focus areas based on "common themes." Given the large number of individual data measures that were collected, analyzed and interpreted throughout this process to develop the 20 categories, it was not feasible to make each of them a priority. The steering committee took into consideration need variation by geography, priorities from secondary data, priorities from primary data, Scottish Rite leadership rankings and Scottish Rite's ability to impact the need to help determine which health needs should be priorities. The following factors were used to prioritize the identified health needs: size of the problem; seriousness of the problem; scope of the issues on impacted populations; importance of the issue to the community; and the prevalence of common themes. Members of Scottish Rite's leadership provided input regarding ratings for the factors described above. The identified health needs were prioritized, considering the importance of the need as well as the perceived degree of influence Scottish Rite has to impact or respond to that need. Although some key health issues were identified as priority areas by the community at large, these needs were not found to be in alignment with Scottish Rite's primary mission and strategic plan as a premier pediatric orthopedic provider.
Schedule H, Part V, Section B, Line 6b Facility , 1 Facility , 1 - Texas Scottish Rite Hospital. Scottish Rite engaged the services of Ascendient to assess the needs of the community and collaborated with Ascendient in producing the organization's CHNA report.
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - Texas Scottish Rite Hospital (1/4). As part of the CHNA, Scottish Rite and Ascendient conducted the assessment from June 2022 to September 2022. The primary and secondary data gathered were then analyzed to identify significant health needs for the community served by Scottish Rite. As a result of the analysis, eight health needs were identified as being significant to the community. The following health needs were identified and subsequently grouped and prioritized by management into three priority areas based on their overall assessment of the qualitative and quantitative data. Scottish Rite focused on the identified areas where the organization can most effectively use its expertise and resources to have a significant impact. These three areas are: 1. Improve access to health care services 2. Obesity/diabetes/fitness/nutrition 3. Improve social determinants of health 1. Scottish Rite strategies for improving access to health care services: A: access to care represents the presence of several components, including coverage (i.e., Insurance), a physical location where care is provided, the ability to receive timely health care when needed and an adequate workforce of providers. Taken together, these components enable individuals to obtain timely health care services that achieve the best possible health outcomes. It is widely acknowledged that underrepresented populations, such as low income, minority and less educated populations, experience greater disparities in obtaining health care services. The inability to access health care services contributes to poor health status. Thus, health disparities are well-known to be associated with access to care. As described in further detail below, access to care was identified as a significant health need for the community in primary and secondary data analysis. These data findings emphasized the burden, scope and severity of access to care among our community, as well as the importance that our community places on addressing the need. Scottish Rite recognizes access to care as a health need for which the organization can feasibly make effective interventions. While Scottish Rite has remained committed to our mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay, we also recognize there are children in need of care whose families may be unaware of financial assistance programs or the health care resources available to help their child, particularly in circumstances involving rare orthopedic and related neurodevelopmental conditions that require highly specialized care. In addition, Scottish Rite serves thousands of patients annually with finite resources and time. In our role as a health care provider, we believe we can make continued strides in improving access to care. Resources to Address Access to Care Affordability of Health Services Scottish Rite is committed to its mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay. Scottish Rite's financial assistance program, known as Crayon Care, offers care at no cost or significantly discounted cost to eligible families. Our financial counselors strive to ensure that all families are informed and familiar with this program. Eligibility for Crayon Care is based on household income and medical expenses, and no applications submitted by eligible families are denied. Scottish Rite has implemented measures to ensure that information regarding the Crayon Care policy is communicated in various ways. This includes posting information about the financial assistance program at registration, in patient waiting areas, on its website and in a summary printed in English and Spanish that is inserted into each patient's registration packet. Additionally, information regarding Scottish Rite's charity care program is provided upon check-in for outpatient appointments, through outreach by family services counselors prior to a patient's scheduled procedures, and on post-discharge billing statements/communications. Scottish Rite also ensures information regarding its services and financial assistance policy is communicated on a broader community level through external communications, including in person outreach and written publications. Scottish Rite performs community outreach through social work and family services, physician education and communications teams, providing information on Scottish Rite's services, how to request an appointment and information on the Crayon Care/financial assistance program. This information is provided to various community organizations, community clinics, urgent care centers, physician organizations and physician offices. Section VI, line 3 of this schedule provides additional details on the specific ways that Scottish Rite ensures patients of the organization as well as the broader community are aware of the financial assistance available through the charity care policy. More detailed information regarding our Crayon Care policy, application, financial assistance summary and other frequently asked questions is also available at the organization's website at scottishriteforchildren.org. All families are encouraged to apply. Of note, from October 2022 through September 2023, Scottish Rite received and approved the Crayon Care applications for more than 17,000 patient families. Furthermore, through our dedicated team in Family Services, we also provide insurance enrollment assistance to underinsured/uninsured patients. In addition, Scottish Rite participates in a community resource coordination group (CRCG) made up of local partners and community members that work with parents, caregivers, youth and adults to identify and coordinate services and support, including financial assistance, insurance coverage, primary care and specialty services, mental and behavioral health care and more. Timely Access to Care In FY2023, Scottish Rite for Children prioritized decreasing wait times so that when patients have health care needs, they can receive care promptly. This was accomplished through a combination of adding providers and adjusting scheduling workflows to optimize the utilization of clinic hours. The impact of these changes was a decrease in median wait times for both new and follow-up appointments across Scottish Rite's core departments. Responding to the demand in the community, Scottish Rite expanded access to pediatric sports medicine care at the Frisco location by opening a same-day/next-day sports medicine clinic in the fall of 2023. Planning and preparation for this expansion of service took place during FY2023 with the goal of enhancing timely access to care. Additionally, Scottish Rite developed and rolled out a new online scheduling tool that allows patients to schedule an appointment directly online and eliminates the need to call. This simplifies the process for patients and their families and increases access to care. Adoption of this channel for scheduling is expected to increase as it is promoted to potential patient families. Physical Access Points Physical locations play a crucial role in health care access, serving as a primary interface between patients and essential medical services. For many, especially in underrepresented communities, the proximity and availability of health care facilities directly influence the ability to receive timely and appropriate care. A lack of nearby or accessible health care centers often leads to delayed treatments, missed diagnoses and an overall decline in health outcomes. By establishing additional access points, hospitals can significantly improve access, especially for those in underserved or disadvantaged areas. This enhancement in accessibility not only meets immediate health needs but also contributes to long-term improvements in community health standards. In recognition of this critical need, Scottish Rite for Children began the work to create two new access points for care during FY2023. In our CHNA, Scottish Rite for Children identified Dallas County as containing the largest number of children with a risk for poor health outcomes. In order to increase access to care, Scottish Rite for Children is opening the Crayon Clinic on the Dallas campus. The Crayon Clinic will provide same-day and next-day appointments for children with acute orthopedic needs. This is a significant step toward meeting the needs of children in our local community. Staff were hired in the summer of 2023 and began providing this service. The first patient day in the new Crayon Clinic space will be in 2024.
Schedule H, Part V, Section B, Line 11 Facility , 2 Facility , 2 - Texas Scottish Rite Hospital (2/4). CONTINUED. Additionally, historically Scottish Rite has been unable to meet all of the demands of our patients for physical therapy internally, necessitating referrals to external providers who may not share our same commitment to caring for each child regardless of their ability to pay. To address this, Scottish Rite will be opening a new access point for physical therapy. Planning, approval, and construction are under way, and the first patient day is expected to be in May 2024. Access to Care When a patient's needs fall outside of Scottish Rite's scope of services, our team identifies external resources that are available for care, funding and/or education. Scottish Rite's family resource center exists to help connect current and former patients, as well as other community members, with providers and organizations that are well-equipped to serve them. Scottish Rite's family resource center also connects families with grants for care outside of Scottish Rite and works with external providers to fund offsite care for low-income Scottish Rite patients. Examples of existing health care programs within the community available to access care include but are not limited to: * Children's Health * University of Texas Southwestern Medical Center * Cook Children's Medical Center * Cook Children's Pediatric Specialties Prosper * Medical City Children's Hospital * Baylor Institute for Immunology Research * Community Resource Coordination Group In addition, Scottish Rite coordinates with outside vendors to deliver durable medical equipment to patients such as wheelchairs, walkers, canes, crutches, bathroom equipment, hospital beds and pressure relief cushions. Medical supplies used for feeding, wound care, respiratory care and/or incontinence are also ordered for families using outside vendors. Examples of these organizations include but are not limited to: * Travis Medical Supply * 180 Medical * Universal Med Supply * Allumed * C&R Medical * Apria * Healthline Medical, Medco * Medical Plus Supply * Apple Home Care Majors Medical Supply Scottish Rite provides limited psychology services and regularly screens patients for mental and behavioral health concerns. However, we recognize that there are organizations within the community that are highly specialized and dedicated to working with the mental and behavioral health of children and families. When needed, Scottish Rite's social workers and/or psychologists help coordinate with these specialized facilities to assist patients with the scheduling process. Care is taken to connect patients with resources that meet their specific needs (e.g., Based on insurance, geographical location, patient age and referral concern). 2. Scottish Rite strategies for obesity/diabetes/fitness/nutrition: A healthy diet, access to nutritious foods and regular physical activity help promote health by reducing the risk of heart disease, stroke and certain forms of cancer, strengthening muscles, bones and joints, improving mood and energy levels and maintaining a healthy weight. In contrast, diabetes and obesity - potential consequences of unhealthy diet and inadequate physical activity - are risk factors for many serious health conditions and chronic diseases. According to the CDC, obesity prevalence increased from 14 percent to 20 percent for children and adolescents between 1999 and March 2020. Similarly, between 2001 and 2017, the incidence of youth ages 10-19 with type 2 diabetes increased from 34 per 100,000 children to 67 per 100,000 children. Obesity occurs more frequently among under-represented populations. Among children and adolescents in the United States between 2017 and 2020, obesity prevalence was 26.2 percent among Hispanic children, 24.8 percent among non-Hispanic black children, 16.6 percent among non-Hispanic white children and 9.0 percent among non-Hispanic Asian children. Obesity prevalence in children and adolescents increases as the head of household's level of education decreases. In a study of obesity in children by household income, obesity prevalence was 18.9 percent in the lowest income group, 19.9 percent in the middle-income group and 10.9 percent in the highest income group. Type 2 diabetes, which is preventable, is more common in youth in racial or ethnic minority groups than among white youth. Between 2001 and 2017, type 2 diabetes prevalence increased most rapidly among non-Hispanic black and Hispanic children. In this assessment, primary and secondary data affirmed that diet, exercise, access to healthy food, diabetes and obesity represent a notable health need among children in the community. These findings, described in greater detail below, indicate that nutrition, fitness, diabetes and obesity are a significant and far-reaching burden that the community considers important to address. In addition to the disparities associated with this need, the burden of the need and the perceived importance that the community places on addressing the need, Scottish Rite identified this as a priority need area based on the relevance of this concern to the work of Scottish Rite and the feasibility of interventions that Scottish Rite can implement. As a pediatric orthopedic surgery provider, Scottish Rite recognizes that obese and diabetic children are at increased risk of fractures and are more likely to experience adverse perioperative events and outcomes. , , Additionally, improved physical activity is an important goal of many Scottish Rite services. Subsequently, obesity, diabetes, nutrition and fitness were recognized as particularly relevant health needs in our community for which Scottish Rite can feasibly and effectively offer interventions. Resources to Address Obesity/Diabetes/Fitness/Nutrition Given the unique conditions treated by Scottish Rite, the Scottish Rite therapeutic recreation department helps children with chronic medical conditions or disabilities develop the skills and knowledge needed to enable them to participate in recreation and leisure activities. Physicians can refer patients to therapeutic recreation for inpatient and outpatient services, such as: * Adaptive recreation, leisure and sports, including tennis, dance and golf * Adapted cycle evaluations * Support for camps In addition, the therapeutic recreation department works with community organizations to support patients and families, including: * RISE (recovery, inspiration, success, empowerment): a nonprofit charitable organization based in the Dallas-Fort Worth metroplex that offers inclusive adaptive recreational sports programs free of charge to participants. * Ambucs: a national non-profit organization that encourages mobility and independence through provision of adaptive "trykes", scholarships for therapists and a range of community service efforts. * Dallas Tennis Education Academy: a local organization that provides tutoring and support to help share the sport of tennis with children. * Dallas Wheelchair Tennis Club: an organization that offers programs, camps and tournaments for children playing adaptive tennis. Scottish Rite has numerous other programs and partnerships that promote fitness. These include partnerships with the Dallas Mavericks "Mavs Academy", World Olympic Gymnastics Academy (WOGA) and the Frisco YMCA and YMCA of Metropolitan Dallas. Scottish Rite has developed an athlete development program to help patients return to their sport after completing physical therapy and for any athletes who want to improve their performance and reduce their risk of injury. Further, social workers and medical consult coordinators at Scottish Rite help families arrange to receive follow-up care as ordered by the medical staff associated with obesity, fitness, nutrition and diabetes. A range of resources throughout the community support these areas, including (but not limited to) those listed below: Weight Management, Fitness, Nutrition and Obesity Scottish Rite participates in coalition-led community awareness campaigns and programs that we make patient referrals to, including: * The Coach Clinic at Children's Health -This program was established for children with obesity and weight-related complications. Get Up & Go (formerly LEAN program) works in conjunction with the coach clinic and nutrition clinics at Children's Health to offer a free 10-week weight management program. As Scottish Rite identifies children who would benefit from these programs, the appropriate referrals are made to Children's Health.
Schedule H, Part V, Section B, Line 11 Facility , 3 Facility , 3 - TEXAS SCOTTISH RITE HOSPITAL (3/4). Continued: * Medicaid and children with special health care needs ("CSHCN") programs - these programs also provide support to the Scottish Rite patients and families and will pay for several visits related to certain weight management issues with a clinical dietician. As children who would benefit from these services are identified, referrals are made. Other community resources for pediatric fitness, obesity and weight management include: * The YMCA of Metropolitan Dallas offers a number of programs designed to improve the health of families, including "Fit for Health" (free healthy lifestyle programs for parents and their children), "Get Up and Go" (a weight management program for families offered in partnership with Children's Health) and "Kamp K'aana" (a health and wellness summer camp program for children above their healthy weight). Additionally, the YMCA offers afterschool programs that provide healthy lunches to kids and includes at least 30 minutes of outdoor or indoor physical activity and movement a day. Diabetes * The Northern Texas and Oklahoma chapter of the Juvenile diabetes Research Foundation (JDRF) offers resources for children living with type 1 diabetes, including community forums, informational guides and support groups. * Pediatric diabetes programs at Cook Children's and Children's Health provide health and education services for patients with type 1 and type 2 diabetes. 3. Scottish Rite strategies for improving social determinants of health: According to health.gov, social determinants of health (SDOH) are the conditions in the environments where people are born, live, learn, work, play, worship, and age that affect a wide range of health, functioning, and quality-of-life outcomes and risks. Many SDOHs affect health, functioning and quality-of-life outcomes and risks. The American Hospital Association (AHA) categorizes these factors into the following domains: - Food - Housing - Transportation - Health behaviors - Violence - Education - Social support - Employment While many of the factors that contribute to health are either not controllable or are societal in nature, health care providers need to holistically evaluate the underlying factors that may impact an individual's health in addition to their current health conditions. SDOH contribute to wide health disparities and inequities. For example, lower educational attainment is associated with low literacy skills and limited literacy is a known barrier to accessing health information, proper medication use and utilization of preventative services. As described in further detail below, SDOH were identified as significant health needs for the community in primary and secondary data analysis. Survey results and conversations with stakeholders highlighted the burden, scope and severity of social determinants among our community, as well as the importance our community places on addressing the need. While Scottish Rite recognizes that broad range of social determinants cannot be entirely within the purview of the organization, the organization can feasibly implement interventions to effectively address some key components of SDOH. Notably, given the pediatric population served by Scottish Rite, the organization considers partnership with educators an important opportunity to reduce disparities. In 2023 Scottish Rite for Children established a multidisciplinary workgroup focused on the social determinants of health (SDoH) of the Scottish Rite patient population. They led the process to begin screening to identify patients with SDoH risks by using a ten-question survey across five domains (caregiver education and work, financial resource strain, food insecurity, housing stability, and transportation needs). During FY2023 more than 23,000 patients were screened and more than 1,300 referrals were made to the social services department. Social workers evaluate each patient's situation and determine what resources are available to reduce the chance of their high-risk social determinant of health impacting their health outcomes. As resources across the state are identified, they are entered into an internal database so that future patients presenting with similar needs and from the same region can be referred appropriately. In addition to intervening at an individual patient level, the social determinants of health workgroup meets regularly to review the data collected through the screenings, identify opportunities where Scottish Rite can make a significant impact, make plans, and measure impact. Other Benefits: In addition to its core orthopedic services and addressing the needs articulated, Scottish Rite provides a number of other services to the community as described in the text below: Fracture Clinic: The Fracture Clinic specializes in the diagnosis, management and treatment of new fractures. The clinic provides increased access through walk-in hours and same-day or next-day appointments. In FY 2023, there were more than 12,700 outpatient clinic visits. Neurology and Rehabilitation Medicine: The Neurology and Rehabilitation Medicine department at Scottish Rite provides care for orthopedic patients who also have related neurological disorders and neuromuscular diseases, such as developmental delay, cerebral palsy, brain malformations, epilepsy and other conditions due to brain, spinal cord and peripheral nerve abnormalities. The institution has specialized clinics tailored to the specific needs of children with these neurologic conditions. In FY2023, there were more than 3,200 outpatient clinic visits. Pediatric Developmental Disabilities: The Pediatric Developmental Disabilities department at Scottish Rite provides care for patients whose orthopedic problems are accompanied by other pediatric medical conditions. Developmental disabilities is a broad term used to describe a variety of conditions that children are born with or acquire. Children with developmental disabilities often have physical, social, learning or behavioral challenges. Some of the pediatric developmental disabilities associated with orthopedic conditions include spina bifida, cerebral palsy (limited to related orthopedic conditions) and certain genetic conditions with orthopedic complications. The department takes an interdisciplinary approach to providing the best possible patient-centered care for these children. The staff includes physicians whose sub-specialty is neuro-developmental disabilities, dieticians, physical, occupational, therapeutic and respiratory therapists and nurse practitioners. In addition to working with the child, the department focuses on teaching family members about the condition and how they can help the child attain optimal physical, mental and social health. In FY2023, there were more than 2,700 outpatient clinic visits. Orthotics and Prosthetics: The Orthotics and Prosthetics (O&P) department at Scottish Rite for Children provides state-of-the-art, custom-made orthoses and prostheses for patients with special orthopedic needs. The orthotists and prosthetists provide comprehensive care through consultations, measuring, casting and molding, fitting, alignment, fabrication and follow-up visits at the Dallas and Frisco campuses. Since the O&P team is onsite, they have the ability to collaborate with doctors, therapists and other medical staff during the child's visits. In operation for more than 40 years, during FY2023, the Scottish Rite O&P department fitted more than 7,000 prosthetic and orthotic devices. Psychology: The psychology department is comprised of pediatric psychologists and fellows who have expertise in working with children with complex medical conditions, injuries and rehabilitation. Psychology provides quality psychological intervention and consultation, in collaboration with the medical team, to improve patient care for children and adolescents with health-related conditions and sport injuries. Psychologists work side-by-side with world-renowned pediatric orthopedic surgeons, sports medicine physicians and other clinical team members to provide care for the whole child. Psychologists coordinate and participate in interdisciplinary health care, related teams, committees and research. Direct services are provided to Scottish Rite patients, their families and caregivers on an inpatient and outpatient basis, and in FY 2023, there were more than 2,500 patient visits. See further details above.
Schedule H, Part V, Section B, Line 11 Facility , 4 Facility , 4 - TEXAS SCOTTISH RITE HOSPITAL (4/4). CONTINUED. Oral health is an important part of overall health care that can affect patient outcomes. Many children at Scottish Rite are medically complex and are not able to receive dental care in a private practice setting. The Scottish Rite Dental Clinic has a highly specialized staff that are trained in the care of special needs children. The dental clinic at Scottish Rite provides this benefit to ensure the best clinical outcomes for our patients. In FY 2023, the dental clinic had approximately 1,100 visits. Rheumatology: Rheumatology is devoted to the diagnosis and therapy of rheumatic diseases. Rheumatologists deal mainly with clinical problems involving joints, soft tissues, autoimmune diseases, vasculitis and heritable connective tissue disorders. Many of these diseases are now known to be disorders of the immune system, and rheumatology is increasingly the study of immunology. Arthritis, which means inflammation of a joint (where two or more bones meet), actually refers to more than 100 different conditions that all fall into the category of rheumatology. Arthritis and other rheumatic conditions are diagnosed by stiffness, swelling, pain and limited movement in joints and other supporting body structures, such as muscles, tendons, ligaments, connective tissues and bones. Scottish Rite's rheumatology clinic treats children with conditions that can cause inflammation in many different parts of the body. In FY 2023, there were more than 4,500 patient visits. Dyslexia and learning disorders: Scottish Rite provides a variety of services to children between the ages of 5 and 14 in its Luke Waites Center for Dyslexia and Learning Disorders (Center for Dyslexia). Services include evaluation and diagnosis for children with academic learning disorders, dyslexia intervention for students, dyslexia therapist training, educational outreach and related research. The Center for Dyslexia offers the dyslexia therapist training program to certified Texas public school teachers. The two-year comprehensive training, accredited by the international multisensory structured language educational council, is designed for teachers of students with dyslexia and uses proven intervention techniques published as Take Flight: A Comprehensive Intervention for Students with Dyslexia. The Center for Dyslexia has continued to develop intervention curricula to meet the needs of students of all ages, including Bridges: A Dyslexia Intervention Connecting Teacher, Avatar & Student (the avatar was designed in collaboration with The University of Texas at Dallas) Build: A K-1 Early Reading Intervention for children in kindergarten and first grade who are at risk for dyslexia, Right Flight: A Reading Rate/Comprehension Program for use with children in first through eighth grades as a tier II intervention, and Take Flight: A Comprehensive Intervention for Secondary Students with Dyslexia. The Center for Dyslexia's outreach service allows the organization to expand its mission and help thousands of students through support services for parents and educators. It offers consultation and training to schools in the identification of dyslexia and the use of reading interventions developed at the institution. Research at the center for dyslexia focuses on the causes and treatment of dyslexia and learning disorders. Research projects have included studies on the effectiveness of the Take Flight and Bridges, the effects of the curricula taught in public schools and long-term outcomes of the center's dyslexia intervention. In FY 2023, there were more than 710 patient evaluations out of more than 1,400 total clinic visits. Physical and Occupational Therapy: The physical therapy department at Scottish Rite works with patients to help them develop or maintain maximum movement and ability. Physical therapists perform various tests to determine the patient's range of motion and muscle strength and make recommendations for walkers, crutches and other durable medical equipment best suited to the child's needs. Scottish Rite's occupational therapy department teaches patients to use specialized equipment and use their bodies in new ways that will help them with activities of daily living, such as eating and dressing on their own. Patients learn skills that will help them gain independence and prepare for living independently as an adult. Occupational therapists also assess patient development and evaluate motor skills, personal and social interaction and language abilities and make recommendations for wheelchairs. In FY 2023, there were more than 42,000 physical and occupational therapy clinic visits. Lodging: Many families travel from outside the local area for treatment at Scottish Rite. Social workers refer families to the Ronald McDonald house (RMH), which provides lodging, meals and transportation at very little to no cost to patient families. When RMH does not have a vacancy, social workers provide a list of other hotels in the vicinity where families may choose to stay. Families with Medicaid may be reimbursed by Medicaid for lodging in many situations. The website has an extensive list of hotels in the area. Social workers also help navigate other lodging assistance options as available. Resources to Address Child Health Status: Social workers and medical consult coordinators help families arrange to receive follow-up care with the services listed below as ordered by the medical staff. Patient families choose their provider(s) from a list of options provided by social workers based on location and the patient's funding source: - Durable medical equipment - Home health services - Medical supplies - Mental health services - Outpatient physical rehabilitation - Testing and specialists - Weight management Scottish Rite transitions patients to adult providers as they approach the age of 18. A group of Scottish Rite social workers, nurses, administrators and medical staff work to transition Scottish Rite patients to ensure that all patients needing additional coordination as they move from pediatric to adult care receive the necessary assistance. Needs not addressed in the CHNA: Some issues identified through the community health needs assessment have not been addressed in this plan. Scottish Rite considered the levels to which some needs were already being addressed in the service area. Additionally, some community needs fall outside the scope of expertise and resources of the organization as a pediatric orthopedic hospital and ambulatory surgical center.
Schedule H, Part V, Section B, Line 20 Facility , 1 Facility , 1 - TEXAS SCOTTISH RITE HOSPITAL. NEITHER THE ORGANIZATION NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 19 (A-E).
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 9
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?2
Name and address Type of Facility (describe)
1 Scottish Rite for Children
5700 Dallas Parkway
Frisco,TX75034 		Outpatient Clinic Department of Hospital
2 Scottish Rite for Children
3800 Gaylord Parkway Suite 850
Frisco,TX75034 		Outpatient Clinic
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
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
Schedule H, Part VI, Line 5 Promotion of Community Health - Continued or procedures and help to answer the myriads of questions that arise as the families face complex diagnoses. The full-time social worker from the Family Resource Center also represents Scottish Rite to multiple community groups and organizations to share the care and resources available at Scottish Rite including the commitment to care for every child regardless of a family's ability to pay. These organizations include regular meetings of the Dallas County Community Resource Coordination Group (CRCG), an annual meeting of the Texas Education Association Region 10, the Spina Bifida Association of North Texas, My Health My Resources of Tarrant County, REACH (a nonprofit corporation based in North Texas with a dual mission of providing services for people with disabilities so they are empowered to lead self-directed, productive lives and educating the general public about any and all disability-related topics to promote a barrier free community), and many others by invitation. Family Room and Chapel on Dallas Campus: The family room is primarily utilized by patient families as a comfortable surgery waiting area, while the chapel located next door provides a place of worship with nondenominational services each Sunday. Family Room in Frisco: The Ronald McDonald Family Room accommodates 25 people and offers a place of respite, relaxation and comfort to families with children receiving outpatient care at the Frisco campus. Research shows that staying close by allows parents to better communicate with their child's medical team and improves adherence to complicated treatment plans. Families with access to a Ronald McDonald Family Room report a better overall clinical experience. Child Life Services: Child life specialists focus on each patient and their family's specific needs by promoting optimal psychosocial development and educational needs of children and teenagers to help reduce fear and promote coping during their visit. They provide services, such as preparation and support for medical procedures, education about diagnosis, coping techniques to use during medical experiences, engagement in medical play, outlets for self-expression and support for siblings. The Frisco campus welcomed a facility dog in 2023 while the facility dog in Dallas continued to serve alongside the Dallas child life specialists. Facility dog intervention with patients promotes positive coping and decreases the chance of medical-related trauma. Across both campuses, in FY 2023, more than 13,200 patients were served by the child life services department. Family Services Department: The Family Services Department serves as a support center for patients and their families while they are receiving treatment at Scottish Rite. Family services includes these areas: medical social work for resources and referrals; financial assistance programs and family services counseling; language interpretation and translation services; and coordination of off-site medical services. In FY 2023, there were more than 36,400 calls and visits provided. Resources to Address Child Health Status: Social workers and medical consult coordinators help families arrange to receive follow-up care for the services ordered by the medical staff. Patient families choose their provider(s) from a list of options provided by social workers based on location and the patient's funding source. These services include weight management, outpatient physical rehab, home health services, durable medical equipment, medical supplies, testing and specialists and mental health. Scottish Rite's patient education is created and maintained by an interdisciplinary team of physicians, nurses and ancillary services throughout the organization. The guiding principle is based on health literacy universal precautions, which means treating all patients if they are at risk of not understanding health information. This approach acknowledges that health care providers cannot accurately identify who understands and who does not; that health literacy is situational and can be impacted when individuals or their children are sick, frightened or in pain; and that every individual benefits from clear, actionable information. This robust library of materials includes educational pieces about specific surgeries, conditions and medical processes, along with more general and basic health education. Available in both English and Spanish, more than 450 pieces of education are available for staff use to provide to patients and families. The material is written by Scottish Rite staff and managed by the patient education committee, with oversight by the patient education advisory board. Referral to Other Providers: When Scottish Rite is unable to provide services, Scottish Rite identifies external resources that are available to the family. Examples of existing health care programs within the community available to address the identified needs include but are not limited to: Children's Health; UT Southwestern Medical Center; Cook Children's Medical Center; Medical City Children's Hospital; Baylor Institute for Immunology Research; Texas Child Neurology; and Athena Diagnostics. Resources to Address Coordination of Care: In addition to the resources described above, the Scottish Rite social work team maintains information regarding additional resources to assist in the coordination of care. This includes maintaining information for third-party services, such as - Durable medical equipment, medical supplies, custom equipment - Home nursing services and specialty therapies (examples: aquatic, equestrian therapy) - Nutrition supplies - Outpatient and inpatient behavioral health resources, social skills training, and psychiatry. The social work team is able to assist in the coordination of care, identifying resources by the service needed, counties served, and insurance accepted. Other coordination efforts include social work response to transition planning, school accommodations, access to health care, psychosocial support, and parent advocacy. Scottish Rite transitions patients to adult providers as they approach the age of 18. A group of Scottish Rite social workers, nurses, administrators and medical staff work to transition Scottish Rite patients to ensure that all patients needing additional coordination as they reach adulthood receive the necessary assistance. Categories of care that staff helps transition patients to adult care include legal and guardianship, primary and specialty care, funding, education and/or vocational programs. Medicaid Transportation: Social workers in the Scottish Rite family services department are available to help families understand and navigate the processes for Medicaid transportation assistance, lodging and meals when eligible for these services. Southwest Airlines Ticket Vouchers: Scottish Rite social workers are able to facilitate airline tickets from Southwest Airlines for families living outside the Dallas/Fort Worth Metroplex that do not have other resources to help with travel to the campuses for appointments. Southwest Airlines donates ticket vouchers to be used by families with no other means of transportation. If such families can get to a Southwest Airlines hub, social workers will coordinate the trip with the family using the vouchers.
Schedule H, Part I, Line 3c Eligibility for Financial Assistance Since its founding in 1921, Scottish Rite for Children has provided care to patients with needs within Scottish Rite's scope of services at no charge. As Scottish Rite began accepting reimbursement in October 2012, it implemented a new charity care/financial assistance policy. Financially indigent patients, or those whose income is less than or equal to 200 percent of the federal poverty guidelines (FPG), are eligible for a 100 percent discount. Additionally, medically indigent patients are also eligible for discounted care, with eligibility based on FPG, medical expenses and ability to pay.
Schedule H, Part I, Line 6a Community Benefit Report A community benefit report was created for the fiscal year ending September 30, 2023, a community benefit report will be filed with the state of Texas. The community benefit report is available upon request.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 6727590
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance LINES 7(A) AND (B) COMMUNITY BENEFIT EXPENSE IN COLUMN (C) WERE CALCULATED USING WORKSHEET 2: RATIO OF PATIENT CARE COST TO CHARGES. LINES 7(E), (F), AND (H) COMMUNITY BENEFIT EXPENSES WERE CALCULATED USING A STEP-DOWN ALLOCATION METHOD.
Schedule H, Part II Community Building Activities During 2023, Scottish Rite continued its engagement in community building activities including: Adaptive and Inclusive Sports and Recreation Programs - Learn to Golf is a program that provides the tools and instruction needed for young patients to experience the rehabilitative benefits of the game of golf and connect with local junior golf programs and instructors. Learn to Golf also provides annual continuing education for golf and allied health professionals to increase their knowledge and skills for teaching adaptive golfers. - Summer All-stars (now called Tennis All-stars) emphasizes fun, fitness, healthy competition and team spirit for both patients and their siblings. The program also connects patients with local junior tennis programs and instructors. - Diagnosis-specific specialty camps are available for patients up to age 17 - Family Hand Camp for younger patients ages 5-9 with hand differences and their families - Hand Camp for patients with hand differences ages 10 - 17 - Camp TLC for patients with spina bifida - Camp Breaking Boundaries for patients with cerebral palsy - Camp Joint Adventure for patients with arthritis, arthrogryposis and multiple missing limbs - Amputee Ski Trip for teenage patients with missing limbs These programs are designed to empower participants in their daily lives and have a positive, enduring effect on self-esteem. The organization also hosts various peer and parent support groups for the community, such as PALS (prosthetics and limb support), Hands Down support group, etc. The organization annually hosts an event focused on community development. Bike Rodeo and Child Safety Day, which is held at no charge to participants, is focused on safety education and injury prevention. Scottish Rite regularly engages with the community, educating young athletes, parents, coaches and school districts about sports safety, injury prevention and concussion management at health fairs and coaching clinics. Scottish Rite is also engaged with community partners for Reverchon Park Round Up. This annual event brings together community and city departments as well as volunteers from the community to help beautify and maintain historic Reverchon Park, located in Scottish Rite's backyard. As further discussed above, Scottish Rite also engages with the community through its Luke Waites Center for Dyslexia & Learning Disorders (Center for Dyslexia), which develops dyslexia curriculum and provides dyslexia intervention services to students from throughout the community. Students who qualify for participation in the onsite dyslexia intervention program are those who receive a dyslexia diagnosis but do not have the Scottish Rite for Children dyslexia intervention available through their school or are homeschooled. This program at large, and through the services provided onsite, further supports children having access to the necessary resources to succeed academically and beyond. Additionally, Scottish Rite provides guidance and instruction regarding the evaluation of children with dyslexia and dysgraphia via presentations at the Regional Education Service Centers. The Scottish Rite Luke Waites Center for Dyslexia & Learning Disorders has also created videos for parents and educators about various aspects of dyslexia and dysgraphia and related disorders, such as anxiety and disruptive behaviors. The videos can be found on the Scottish Rite for Children YouTube Channel. Scottish Rite also connects with the community through its T. Boone Pickens Training and Conference Center by annually hosting many events to educate and inform community members on various medical and non-medical topics. These events traditionally include meetings regarding health care organized by the Dallas-Fort Worth Hospital Council, advanced medical training for nurses and physicians in conjunction with UT Southwestern Medical Center such as the Pediatric Orthopedic Education Symposium and the Developmental-Behavioral Pediatrics Conference, health care related conferences organized by the North Dallas Chamber of Commerce, the annual Spina Bifida Association of North Texas Education Day, and numerous gatherings of patient/family support groups for those undergoing treatment for a condition treated at Scottish Rite. Each year, Scottish Rite hosts school nurses from Dallas ISD, Frisco ISD and Plano ISD at an all-day educational event with pediatric orthopedic topics that are relevant to the audience. At this event Scottish Rite emphasizes its commitment to care for every child in our community, regardless of their ability to pay.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount BAD DEBT EXPENSE IS COMPRISED OF ACTUAL UNCOLLECTIBLE AMOUNTS PLUS AN ALLOWANCE BASED ON HISTORICAL DATA. DISCOUNTS ARE NOT INCLUDED IN BAD DEBT.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology BAD DEBT EXPENSE DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE ORGANIZATION MAINTAINS ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS. THE ORGANIZATION ASSESSES THE REASONABLENESS OF THE ALLOWANCE ACCOUNT BASED ON HISTORICAL WRITE-OFFS, CASH COLLECTIONS, THE AGING OF THE ACCOUNTS AND OTHER ECONOMIC FACTORS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS ARE UNSUCCESSFUL. MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS ITS ALLOWANCES ASSOCIATED WITH ITS RECEIVABLES. AS A RESULT OF THE NEW FASB ACCOUNTING STANDARDS CODIFICATION (ASC) REVENUE FROM CONTRACTS WITH CUSTOMERS, TOPIC 606 PRONOUCEMENT, FOOTNOTE FOR ALLOWANCE FOR DOUBTFUL ACCOUNT IS NOT REQUIRED FOR FINANCIAL STATEMENTS. THEREFORE, NO FOOTNOTE WAS INCLUDED FOR FISCAL YEAR END 2023 AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Scottish Rite had an estimated amount that arose from providing charity care services of approximately $23,000,000 and $17,000,000 for years ended September 30, 2023, and 2022, respectively. The organization utilized the costs to charge ratios as calculated based on its most recent cost reports filed with the centers for Medicare and Medicaid services.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance A PATIENT'S ACCOUNT WILL BE REVIEWED FOR FINANCIAL ASSISTANCE ELIGIBILITY AND THE APPROPRIATE APPLICATION OF ANY APPLICABLE THIRD-PARTY PAYMENT, AND/OR DISCOUNTS BEFORE INITIATING A STATEMENT TO THE PATIENT. ONCE A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, THE PATIENT SHALL BE NOTIFIED OF THE AMOUNT QUALIFYING UNDER THE POLICY, AND NO FURTHER BILLING ACTIONS SHALL BE TAKEN FOR AMOUNTS QUALIFYING UNDER THE POLICY. AFTER A PATIENT'S ACCOUNT BALANCE IS REDUCED BY ANY DISCOUNTS AVAILABLE UNDER THIS POLICY, THE PATIENT WILL BE RESPONSIBLE FOR THE REMAINDER OF HIS OR HER OUTSTANDING ACCOUNT BALANCE. THE HOSPITAL WILL SEND THREE POST-DISCHARGE BILLING STATEMENTS OVER A 120-DAY PERIOD.
Schedule H, Part V, Section B, Line 16a FAP website - Texas Scottish Rite Hospital for Children: Line 16a URL: WWW.SCOTTISHRITEHOSPITAL.ORG;
Schedule H, Part V, Section B, Line 16b FAP Application website - Texas Scottish Rite Hospital for Children: Line 16b URL: WWW.SCOTTISHRITEHOSPITAL.ORG;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - Texas Scottish Rite Hospital for Children: Line 16c URL: WWW.SCOTTISHRITEHOSPITAL.ORG;
Schedule H, Part VI, Line 2 Needs assessment In addition to the process involved in generating the CHNA reported in Part V, Section B, the organization partners with multiple community groups as referenced in other sections to understand and assess the health care needs of the community including, but not limited to,: the YMCA, specialized mental and behavioral health organizations, rotary groups, community adaptive sports organizations and others. In 2023, Scottish Rite for Children began screening to identify patients with social determinants of health risks by using a 10-question survey across five domains (caregiver education and work, financial resource strain, food insecurity, housing stability, and transportation needs). During FY2023 more than 23,000 patients were screened and more than 1,300 referrals were made to the Social Services department. For each referral, social workers evaluate the patient's situation and determine what resources are available to reduce the chance of their high-risk social determinant of health impacting their health outcomes.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Scottish Rite for Children is committed to its mission to provide the highest quality care available for children, within our scope of services, regardless of the family's ability to pay. Processes have been developed across the entire continuum of care to ensure that patients and families are connected to the financial assistance for the care they need when they need it. During the registration process each patient is provided with information about the Crayon Care assistance program and they are prompted to indicate if they would like to meet with a financial counselor to review their situation and see what federal, state, local, or organizational programs are available to them. Each family acknowledges receipt of Scottish Rite's financial assistance policy, Crayon Care, during the registration process. Any patient during registration who indicates that they do not have insurance and will be self-pay receives a call from a Scottish Rite financial counselor who can help them enroll in Crayon Care. In subsequent visits, families are notified upon check-in for outpatient appointments that financial counselors are available for any questions or to help enroll in Crayon Care. The facility has also posted specifics about available financial assistance through Scottish Rite's charity care policy, Crayon Care, at registration, in patient waiting areas, on the website and in a summary printed in English and Spanish that is inserted into each patient's registration packet. When a patient has a high-dollar service scheduled (e.g. surgical procedure, inpatient visit, MRI, CT, orthotic or prosthetic delivery) the family is contacted beforehand by a financial counselor to inform them about the financial assistance program and to assess their potential qualification for federal, state or local government programs. In addition, each post-discharge billing statement will notify the patient that financial assistance is available for eligible individuals, including a phone number for inquiries about financial assistance and a website where additional information can be obtained. Information regarding this policy and how to apply for financial assistance is provided during phone conversations with patients regarding financial charges and/or account balances. Finally, Scottish Rite also ensures information regarding its services and financial assistance policy is communicated on a broader community level through external communications, including in person outreach and written publications. Examples of documentation referenced above are described below: 1. Scottish Rite Policy RI-122: Financial Assistance and Charity Care Policy. This policy contains information on: Eligibility Criteria; Method for Applying for Financial Assistance; Assistance Eligibility Criteria/Basis for Amount Charge; Financial Assistance Committee; Account Balance; Reasons for Denial; Publication of Financial Assistance Policy; Emergency Medical Care Policy; Application; Application Process; and Qualification/Discount Scales. The Policy is available in English and Spanish. 2. Scottish Rite Crayon Care Applications, a Financial Assistance Summary and FAQ's that are made available to patient families at all campuses in both English and Spanish. 3. Scottish Rite's website contains charity care information at https://scottishriteforchildren.org/becoming-our-patient/financial-assistance-crayon-care. This includes information on Scottish Rite's financial assistance program, the charity care policy, charity care application, financial assistance summary, and FAQ. This information is available in both English and Spanish and includes phone numbers to call and physical locations to obtain more information. 4. Scottish Rite includes information about taking care of patients regardless of their ability to pay on its Facebook page, in its quarterly magazine Rite Up, in its annual Progress Report/Calendar and various brochures. 5. Scottish Rite's patient portal (MyChart) provides charity care information and links to Crayon Care web page. 6. Scottish Rite's billing statements contain statements that care is provided regardless of ability to pay and where to find information regarding the financial assistance policy. It is stressed that patients should not delay or cancel appointments based on financial concerns. 7. Within each Scottish Rite campus, financial assistance summaries are available in registration areas, including signage notifying patients of the Scottish Rite charity care program. This information provides phone numbers and locations where further information can be obtained. Financial counselors are available at each location to provide information applications. 8. Scottish Rite has social work/family services areas at each location where charity information and resources are available. 9. Scottish Rite's Dallas campus at 2222 Welborn, Dallas, Texas, has an emergency treatment room that contains information on EMTALA the charity care program. 10. Scottish Rite patients are offered a copy of the Scottish Rite financial assistance summary during registration and there is an acknowledgment within the registration packet. 11. During the pre-registration process, pre-certification specialists inform patients of Scottish Rite's financial assistance program. 12. Scottish Rite performs community outreach through social work and family services, physician education and communications teams, providing information about Scottish Rite's services, how to request an appointment and information on the Crayon Care/financial assistance program. This information is provided to various community organizations, community clinics, urgent care centers, physician organizations and physician offices.
Schedule H, Part VI, Line 4 Community information The community served by Scottish Rite can best be defined by understanding its patient population and clinical focus. The organization is a 501(c)(3) pediatric orthopedic hospital in Dallas, Texas, and an outpatient department, including an ambulatory surgery center in Frisco, Texas. Scottish Rite treats pediatric orthopedic conditions, sports injuries, fractures, as well as certain related arthritic and neurological disorders and dyslexia/learning disorders. Scottish Rite provides premier pediatric orthopedic and dyslexia services to pediatric patients for whom the services provided by the organization offer hope of improvement. Though the organization is dedicated to providing care to children from around the state of Texas and throughout the U.S., the primary community served by Scottish Rite is comprised of eight counties in North Texas that, in total, span 6,537 square miles, which comprise approximately 80 percent of all Scottish Rite's inpatient discharges. Similarly, although Scottish Rite has a broad reach relative to outpatient services, in FY 2021, approximately 90 percent of all outpatient visits at Scottish Rite locations originated from the eight-county service area. Defining its primary community will allow the organization to more effectively focus its resources to address identified significant health needs targeting areas of greatest need and health disparities. Population figures were obtained from ESRI, a leading GIS provider that utilizes U.S. Census data projected forward using proprietary methodologies. According to ESRI, the 2021 estimated population for the primary service area was 7,467,106 people. Based on ESRI data, the median household income for the primary service area was $77,035, while Texas' average median household income was $66,048. In 2021, approximately 25.4 percent of the primary service area population was younger than 18 years of age.
Schedule H, Part VI, Line 5 Promotion of community health Scottish Rite continues to further its exempt purpose of improving the lives of children who have needs within the scope of its services through patient care, research, and education. By way of example, and in connection with the provision and promotion of health described on other parts of this section, Scottish Rite provides medical care to children with orthopedic and related conditions not treated at other medical facilities. Many providers at Scottish Rite receive referrals from physicians and children's hospitals in the primary service area because the patient's condition is either too severe or, in some cases, so rare, the referring facility does not have adequately trained or experienced staff to provide the necessary care. The organization has a process to determine if it is the appropriate facility to meet a child's clinical needs. The process begins with a telephone call, request through the website, referral from a physician or an application for services. An internal mechanism is utilized to determine if Scottish Rite can appropriately meet the needs of the child. When Scottish Rite is unable to provide services, Scottish Rite, as part of its care coordination services, identifies referral resources that are provided to the family. In addition to general pediatric orthopedic services, the pediatric orthopedic services for which patients are primarily referred to the institution include scoliosis and spine disorders, clubfoot and other foot disorders, reduction deficits (limb lengthening), hand and upper limb differences, hip disorders, sports medicine, fractures, programs related to congenital limb deficiencies and amputations, neurology, rheumatology and pediatric developmental disabilities treated in addition or related to other orthopedic conditions. Research: Since opening its doors in 1921, Scottish Rite has committed to discovering new and better ways to care for children affected by pediatric orthopedic conditions and certain related neurological and arthritic disorders. The institution's dedicated research center, the Sarah M. And Charles E. Seay Center for Musculoskeletal Research, is made up of six centers for excellence supported by research divisions and core facilities: scoliosis and spine; clubfoot and foot disorders; hip disorders; limb length discrepancies and reconstruction; hand differences; and sports medicine. Within these centers of excellence, Scottish Rite supports basic and translational research, clinical research, applied research and research in movement science. Through the years, Scottish Rite researchers and physicians have generated more than 50 patents and made important discoveries that have helped children worldwide. These findings and innovations allow the medical community to form new hypotheses to explain what causes certain conditions while providing tools for future research. The major discoveries and research applications at Scottish Rite include: the first gene associated with idiopathic scoliosis; two more genetic markers of the condition; the TSRH SiloTM 5.5 Spinal System; the True/LokTM External Fixation System; the True/Lok Hexapod SystemTM; and TrueLok EVO. Scottish Rite is committed to advancing the practice of medicine by sharing what we learn with the global medical community. In Fiscal Year 23, Scottish Rite staff published 128 manuscripts in peer reviewed journals and presented 241 abstracts at a variety of medical conferences both nationally and internationally. The institution is committed to translating its scientific discoveries into improved care and treatment outcomes for children with musculoskeletal conditions. To that end, the organization has launched a multidisciplinary center for pediatric bone biology and translational research. The center includes 3,200 square feet of laboratories and offices dedicated to bone-related research. In collaboration with UT Southwestern Medical Center, researchers will explore the root causes of bone disorders with a "bench to bedside" translational research and treatment approach. This past year, Scottish Rite staff, in collaboration with UT Southwestern Medical Center, identified a gene associated with a rare neurodegenerative disorder and developed a gene therapy to treat this disorder through successful completion of pre-clinical trials. The multidisciplinary center will also further expand the facility's role as a training site for fellows, visiting scientists and students. It will also host international gatherings dedicated to collaborative research that will benefit children throughout the community and around the world. Aso at the community level, through its Movement Science Lab, Scottish Rite has led a research initiative aimed at preventing sports-related injuries in young athletes and promoting long term health. Further research at the community level includes research conducted through the Luke Waites Center for Dyslexia & Learning Disorders, as the Center continues to focus on enhancing programs for children with dyslexia in order to provide them the tools they need in order to succeed academically and beyond. Medical Education: For more than 50 years, in association with The University of Texas Southwestern Medical School, Scottish Rite for Children has provided an extraordinary experience in the field of pediatric orthopedics to promising orthopedic surgeons. Nearly 200 physicians have benefited from the fellowship in pediatric orthopedics and scoliosis, going on to provide needed pediatric specialty services across the country and around the world. The fellowship has recently been expanded to include additional fellows in the field of pediatric orthopedic sports surgery. In addition to the fellowship program, the institution participates with 93 educational institutions for 22 resident and fellow level fields of study, as well as 34 disciplines involving graduate, undergraduate and high school students. The residency training program affiliations are with many different institutions including UTSW, Baylor University Medical Center, Dallas County Hospital District (DCHC), UC San Diego, Texas A&M, Children's Medical Center of Dallas and Tripler Army Medical Center. The organization participates in physician residency and fellowship training programs in areas as diverse as neurology, pediatric rheumatology, orthopedics, radiology, developmental and behavioral pediatrics, plastic surgery for hand, pediatric rehabilitation medicine, anesthesia, orthopedic sports medicine, urology, dentistry, pediatric neurology, pediatric neurosurgery, neurophysiology, pediatric movement disorder, pediatric headache medicine and pediatric emergency medicine. Scottish Rite also has extensive affiliation programs for education of students in clinical areas, such as nursing externs, physical therapy, occupational therapy, orthotics and prosthetics, training of PA and NP students, dietary/nutrition, scrub students, dental hygiene, therapeutic recreation, medical laboratory, radiology science, and speech pathology students. Scottish Rite also trains students in areas as diverse as social work, criminal justice, statistics, health information management and STEM education for middle school, high school and college females. Family Resource Center: The Christi Carter Urschel Family Resource Center's mission is to provide health information and support resources to patients and families in order to help them make informed health care decisions and improve their quality of life. Scottish Rite understands that families whose children are diagnosed with medical conditions have many questions, and the family resource center can help the Scottish Rite patients and families find answers. A medical librarian and a licensed social worker are available to help patients and families locate information and resources. Staff members can also answer questions about community support groups and external agencies. A computer with internet access is provided to the general public to support their search. The center serves an average of 1,600 families annually. This resource is available to all community members, even those who are not patients at Scottish Rite. Anyone who contacts Scottish Rite with questions about conditions or care not within the scope of practice of Scottish Rite is connected to the Family Resource Center. The full-time social worker then works directly with them to research and help access resources or care that is suited for their needs. Those served by the Center include children and adults in the local, national and international community, former patients needing help to navigate care after leaving Scottish Rite's care, local school nurses and other organizations looking to connect with health care related resources. For patients and families who opt-in, the Family Resource Center also facilitates peer support groups. These groups connect patients and families who have experience with similar conditions
Schedule H, Part VI, Line 7 State filing of community benefit report TX
Schedule H (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0

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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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
1
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? ........................
2
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Pedi-Ortho Health Corporation
2222 Welborn
Dallas,TX75219 		75-2665759 501(C)(3) 99,310       Medical Care and Research
(2) Dallas Safety Net Supp Corporation
1441 N Beckley
Dallas,TX75203 		82-3131059 501(C)(3) 2,872,590       Dallas County Indigent Care
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 2 Procedures for monitoring use of grant funds. THE GRANT TO PEDI-ORTHO HEALTH CORPORATION, A RELATED MEDICAL ENTITY, IS TO SUPPORT THE SERVICES PROVIDED BY THE CORPORATION. THE HOSPITAL, AS A SOLE MEMBER, MONITORS THE ACTIVITIES OF THE ENTITY WHICH PROVIDES PEDIATRIC PHYSICIAN SERVICES TO LOCAL MEDICAL FACILITIES THAT PROVIDE EMERGENCY CARE FOR CHILDREN. THE ENTITY IS INDEPENDENTLY AUDITED ANNUALLY AND THE HOSPITAL RECEIVES A COPY OF THE AUDITED FINANCIAL STATEMENTS. THE HOSPITAL PROVIDES FUNDING TO DALLAS COUNTY SAFETY NET SUPPORT CORPORATION TO SUPPORT LOCAL HOSPITALS IN THE DALLAS COMMUNITY. THE CORPORATION IS MONITORED BY REVIEW OF THE ANNUAL IRS FORM 990.
Schedule I (Form 990) 2022



Additional Data


Software ID: 22016089
Software Version: 2022v5.0


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on 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 .....
1b
Yes
 
2
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 on Line 1a? ....
2
Yes
 
3
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.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 on 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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1JOHN A HERRING End 0820 MD
 
CHIEF OF STAFF EMERITUS 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		175,658
-------------
0 		0
-------------
0 		307,715
-------------
0 		483,373
-------------
0 		0
-------------
0
2CHARLES E JOHNSTON II MD End 0421
 
FRM ASST CHIEF OF STAFF 		(i)

(ii)		 103,960
-------------
0 		0
-------------
0 		102,571
-------------
0 		0
-------------
0 		220,585
-------------
0 		427,116
-------------
0 		0
-------------
0
3BENJAMIN S RICHARDS III MD End 0621
 
FRM CHIEF MEDICAL OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		143,238
-------------
0 		0
-------------
0 		165,038
-------------
0 		308,276
-------------
0 		0
-------------
0
4DEBRA A SAYLES End 1221
 
FRM VP, CNO 		(i)

(ii)		 80,155
-------------
0 		0
-------------
0 		202,627
-------------
0 		0
-------------
0 		10,598
-------------
0 		293,380
-------------
0 		0
-------------
0
5TAMMIE L SIBLEY End 0722
 
FRM SR VP & CFO 		(i)

(ii)		 353,176
-------------
0 		0
-------------
0 		51,870
-------------
0 		13,073
-------------
0 		13,931
-------------
0 		432,050
-------------
0 		0
-------------
0
6ROBERT L WALKER
 
PRESIDENT & CEO 		(i)

(ii)		 1,367,319
-------------
0 		0
-------------
0 		86,091
-------------
0 		0
-------------
0 		37,541
-------------
0 		1,490,951
-------------
0 		0
-------------
0
7LORI L DALTON
 
SR VP & GENERAL COUNSEL 		(i)

(ii)		 546,526
-------------
0 		0
-------------
0 		51,108
-------------
0 		18,300
-------------
0 		38,688
-------------
0 		654,622
-------------
0 		0
-------------
0
8MATTHEW S CHANCE
 
SR VP, COO 		(i)

(ii)		 538,758
-------------
0 		0
-------------
0 		46,743
-------------
0 		13,765
-------------
0 		41,577
-------------
0 		640,843
-------------
0 		0
-------------
0
9FREDRIC D RICHMOND
 
SR VP, CHIEF INVESTMENT OFFICER 		(i)

(ii)		 516,269
-------------
0 		0
-------------
0 		53,698
-------------
0 		18,300
-------------
0 		28,917
-------------
0 		617,184
-------------
0 		0
-------------
0
10DONALD E KATZ
 
VP FACILITIES & PROCESS DESIGN 		(i)

(ii)		 312,447
-------------
0 		0
-------------
0 		39,705
-------------
0 		191,305
-------------
0 		39,421
-------------
0 		582,878
-------------
0 		0
-------------
0
11LESLIE A CLONCH JR
 
VP & CHIEF INFORMATION OFFICER 		(i)

(ii)		 458,659
-------------
0 		0
-------------
0 		58,392
-------------
0 		18,300
-------------
0 		39,531
-------------
0 		574,882
-------------
0 		0
-------------
0
12KRIS L KEEVER-SMITH
 
VP INVESTMENTS 		(i)

(ii)		 314,002
-------------
0 		0
-------------
0 		25,570
-------------
0 		229,933
-------------
0 		1,656
-------------
0 		571,161
-------------
0 		0
-------------
0
13MARK G BATEMAN End 0923
 
SR VP, PUBLIC RELATIONS 		(i)

(ii)		 438,003
-------------
0 		0
-------------
0 		53,323
-------------
0 		18,300
-------------
0 		26,365
-------------
0 		535,991
-------------
0 		0
-------------
0
14STEPHANIE K BRIGGER
 
VP DEVELOPMENT 		(i)

(ii)		 241,216
-------------
0 		0
-------------
0 		29,276
-------------
0 		199,321
-------------
0 		12,152
-------------
0 		481,965
-------------
0 		0
-------------
0
15JEREMY L HOWELL
 
VP North Campus 		(i)

(ii)		 257,621
-------------
0 		0
-------------
0 		28,456
-------------
0 		16,463
-------------
0 		38,558
-------------
0 		341,098
-------------
0 		0
-------------
0
16JENNY J JOHNSON
 
VP REVENUE CYCLE 		(i)

(ii)		 203,695
-------------
0 		0
-------------
0 		23,752
-------------
0 		12,306
-------------
0 		21,681
-------------
0 		261,434
-------------
0 		0
-------------
0
17ANGIE E BUCKMEIER
 
VP, CNO 		(i)

(ii)		 220,720
-------------
0 		0
-------------
0 		6,735
-------------
0 		0
-------------
0 		21,220
-------------
0 		248,675
-------------
0 		0
-------------
0
18ASHLEY C GIVENS
 
VP DEVELOPMENT & EVENTS 		(i)

(ii)		 149,984
-------------
0 		0
-------------
0 		20,171
-------------
0 		38,533
-------------
0 		37,004
-------------
0 		245,692
-------------
0 		0
-------------
0
19DANIEL J SUCATO MD MS
 
CHIEF OF STAFF 		(i)

(ii)		 847,444
-------------
18,100 		0
-------------
0 		506,736
-------------
0 		590,937
-------------
0 		36,781
-------------
0 		1,981,898
-------------
18,100 		0
-------------
0
20PHILIP L WILSON MD
 
ASST COS/MED DIR NORTH CAMPUS 		(i)

(ii)		 777,854
-------------
48,800 		0
-------------
0 		64,628
-------------
0 		254,046
-------------
0 		12,505
-------------
0 		1,109,033
-------------
48,800 		0
-------------
0
21BRANDON A RAMO MD
 
CHIEF QUALITY OFFICER 		(i)

(ii)		 756,685
-------------
38,000 		0
-------------
0 		73,383
-------------
0 		18,300
-------------
0 		39,531
-------------
0 		887,899
-------------
38,000 		0
-------------
0
22KARL E RATHJEN MD
 
ASST COS 		(i)

(ii)		 567,504
-------------
6,100 		0
-------------
0 		77,813
-------------
0 		186,933
-------------
0 		12,633
-------------
0 		844,883
-------------
6,100 		0
-------------
0
23HENRY B ELLIS MD
 
ORTHOPEDIC SURGEON 		(i)

(ii)		 764,309
-------------
54,050 		0
-------------
0 		84,117
-------------
0 		18,300
-------------
0 		38,281
-------------
0 		905,007
-------------
54,050 		0
-------------
0
24ANTHONY I RICCIO MD
 
ORTHOPEDIC SURGEON 		(i)

(ii)		 734,361
-------------
40,200 		0
-------------
0 		62,043
-------------
0 		18,300
-------------
0 		44,531
-------------
0 		859,235
-------------
40,200 		0
-------------
0
25ROBERT L WIMBERLY MD
 
ORTHOPEDIC SURGEON 		(i)

(ii)		 733,066
-------------
41,900 		0
-------------
0 		61,867
-------------
0 		18,300
-------------
0 		44,281
-------------
0 		857,514
-------------
41,900 		0
-------------
0
26MEGAN JOHNSON MD
 
ORTHOPEDIC SURGEON 		(i)

(ii)		 738,526
-------------
38,000 		0
-------------
0 		60,775
-------------
0 		18,300
-------------
0 		36,781
-------------
0 		854,382
-------------
38,000 		0
-------------
0
27JAYSSON BROOKS MD
 
ORTHOPEDIC SURGEON 		(i)

(ii)		 754,071
-------------
38,000 		0
-------------
0 		41,076
-------------
0 		5,020
-------------
0 		32,242
-------------
0 		832,409
-------------
38,000 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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
Schedule J, Part I, Line 1a Travel for companions SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) JAYSSON BROOKS, MD - $800 ANTHONY I. RICCIO, MD - $800 DANIEL J. SUCATO, MD - $800
Schedule J, Part I, Line 4a Severance or change-of-control payment DEBBIE SAYLES RECEIVED SEVERANCE PAYMENTS OF $202,627 IN CALENDAR YEAR 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SCHEDULE J, PART I, LINE 4B THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY, 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 2022 (INCLUDED ON SCH J, PART II, COL C) PHILIP L. WILSON, MD - $133,751 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2022, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) AND W-2, BOX 5) NO PARTICIPANTS VESTED DURING 2022 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2022, WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5) DONALD E. KATZ - $38,794 KRIS KEEVER-SMITH - $8,734 KARL E. RATHJEN, MD - $53,691 DANIEL J. SUCATO, MD - $187,579 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE PLAN DURING 2022 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCH J, PART II, COL B (III) & W-2, BOX 5 CHARLES E. JOHNSTON III, MD - $102,571 JOHN A. HERRING, MD - $175,658 BENJAMIN S. RICHARDS III, MD - $143,238 DEBRA A. SAYLES - $7,639 THE FLEXIBLE BENEFITS PLAN IS A NON QUALIFED PLAN PROVIDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN(TSRHC) AND A RELATED ENTITY, AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTION AMOUNTS ALLOCATED TO A PARTICIPANT UNDER THIS PLAN FOR EACH YEAR ARE TAXABLE TO THE PARTICIPANT FOR SUCH YEAR. THE EARNINGS ON THE RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFIT PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2022. (INCLUDED IN SCH J, PART II, COL B (III), AND W-2, BOX 5) BATEMAN, MARK G. $19,129 BRIGGER, STEPHANIE K. $10,742 BROOKS, JAYSSON $31,773 CHANCE, MATTHEW S. $24,008 CLONCH, JR. LESLIE A. $20,815 DALTON, LORI L. $24,102 ELLIS, MD, HENRY B. $31,773 GIVENS, ASHLEY C. $6,923 HOWELL, JEREMY L. $11,762 JOHNSON, JENNY J. $9,217 JOHNSON, MD MEGAN E. $31,773 KATZ, DONALD E. $14,173 KEEVER-SMITH, KRISTINA L. $13,904 MCINTOSH, MD, Amy L. $31,773 RAMO, MD, BRANDON A. $32,482 RATHJEN, MD, KARL E $24,122 RICCIO, MD, ANTHONY I. $31,773 RICHMOND, FREDRIC D. $23,176 SIBLEY, TAMMIE L. $23,175 SUCATO, MD, DANIEL J. $48,344 WALKER, ROBERT L. $60,840 WILSON, MD, PHILIP L. $32,685 WIMBERLY, MD ROBERT L. $31,773
Schedule J (Form 990) 2022

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
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 1 1,100 Selling cost
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 9 754,203 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous .. X 2 1,627,066 Market value
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential . X 2 543,500 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 Right pointing arrow large image ( Mineral Interest ) X 1 9 Other - Unable to determine value, book in GL as $1
26 Other Right pointing arrow large image ( Taconite Mining Mineral Interest ) X 1 1 Other - Unable to determine value, book in GL as $1
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
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
29
0
Yes
No
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 isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't 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) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental 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, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions SOLICITATION, PROCESSING, OR NONCASH CONTRIBUTIONS TSRHC USES THIRD PARTY BROKERS TO SELL DONATED SECURITIES AND OTHER THIRD-PARTY SPECIALISTS TO SELL OTHER NON-CASH DONATIONS OF VEHICLES, REAL ESTATE AND OTHER ASSETS.
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Securities - Miscellaneous - Number of Contributions Real estate - Residential - Number of Contributions Other - Mineral Interest Number of Items Received Other - Taconite Mining Mineral Interest Number of Contributions Cars and other vehicles - Number of Contributions
Schedule M (Form 990) (2022)

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
Texas Scottish Rite Hospital for Crippled Children
 
Employer identification number

75-0818178
Return Reference Explanation
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons ROBERT WALKER, LORI DALTON, B. STEPHENS RICHARDS, MD, KARL E. RATHJEN, MD, PHILIP L. WILSON, MD, LAWSON A.B. COPLEY, MD, AMY MCINTOSH, MD, BRANDON RAMO, MD, DANIEL J. SUCATO, MD, AND COREY GILL, MD - Business relationship, LORI DALTON, KRISTINA KEEVERSMITH, AND ASHLEY GIVENS - Business relationship, ROBERT L. WALKER, LORI DALTON, TAMMIE SIBLEY, AND KARL RATHJEN - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED INTERNALLY IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS AND THEN REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS PROVIDED TO THE BOARD THROUGH ACCESS TO A SECURE PORTAL FOR REVIEW BEFORE IT IS FILED.
Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION ANNUALLY REQUIRES OFFICERS, KEY EMPLOYEES AND TRUSTEES TO COMPLETE A CONFLICTS OF INTEREST FORM DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY. ADDITIONALLY, THESE INDIVIDUALS ARE TO REPORT ANY NEW MATTERS THAT ARISE DURING THE YEAR IF THEY BECOME AWARE OF A TRANSACTION THAT IS UNDER CONSIDERATION THAT PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUALLY THE GENERAL COUNSEL PREPARES AND SUBMITS A SUMMARY OF THE DISCLOSED POTENTIAL CONFLICTS TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. ADDITIONALLY, AT THE TIME A KEY STAFF MEMBER IS HIRED OR PROMOTED TO A POSITION WITH ADMINISTRATIVE OR MANAGEMENT RESPONSIBILITIES, THE ORGANIZATION PROVIDES THE INDIVIDUAL WITH A COPY OF THE CONFLICTS OF INTEREST POLICY AND THE INDIVIDUAL IS REQUIRED TO COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM. ALL MATERIAL FACTS SURROUNDING CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS INVOLVING A CONFLICT OF INTEREST ARE TO BE DISCLOSED TO ENSURE THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR TO THE HOSPITAL AT THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR THE CEO OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS AND PHYSICIAN PRACTICES ON BOTH A LOCAL AND NATIONAL BASIS. BIANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF OFFICERS, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2023 FOR OFFICERS AND MEDICAL STAFF.
Form 990, Part VI, Line 15b Process to establish compensation of other employees THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS AND PHYSICIAN PRACTICES ON BOTH A LOCAL AND NATIONAL BASIS. BIANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF OFFICERS, PHYSICIANS AND KEY EMPLOYEES. THIS REVIEW WAS LAST UNDERTAKEN IN FISCAL YEAR 2023 FOR OFFICERS AND MEDICAL STAFF.
Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue OTHER REVENUE - Total Revenue: 189773, Related or Exempt Function Revenue: -42216, Unrelated Business Revenue: 231989, Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Pension Liability Adjustment - 15863797; Change in Beneficial Interest - 3349961; Other Non-Operating Losses and Adjustments - -506070;
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIP AMONGST INTERESTED PERSONS DANIEL J. SUCATO, MD, MS; MD; ANTHONY I. RICCIO, MD; HENRY B. ELLIS, MD; ROBERT L. WIMBERLY, MD; BRANDON A. RAMO, MD; PHILIP L. WILSON, MD; KARL E. RATHJEN, MD; MEGAN E. JOHNSON, MD; JAYSSON BROOKS, MD HAVE A BUSINESS RELATIONSHIP WITH ROBERT L. WALKER, LORI DALTON, AND MICHELLE HAYS IN THAT THE PHYSICIANS ARE DIRECTORS OF PEDI-ORTHO HEALTH CORPORATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER, IN WHICH THE LATTER INDIVIDUALS SERVE AS OFFICERS. LORI DALTON, KRISTINA KEEVER-SMITH, AND ASHLEY GIVENS HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF LEGACY SCHOLARSHIP FUND, A RELATED ENTITY. ROBERT L. WALKER, LORI DALTON, MICHELLE HAYS, AND KARL RATHJEN, MD HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
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?
Yes No
(1)PEDI-ORTHO HEALTH CORPORATION
2222 WELBORN ST

DALLAS,TX75219
75-2665759 		PHYSICIANS TX 501(c)(3) 10 Texas Scottish Rite Hospital
 
Yes
 
(2)TSRH SCHOLARSHIP FUND (DBA LEGACY SCHOLARSHIP )
2222 WELBORN ST

DALLAS,TX75219
75-2106637 		SCHOLARSHIP TX 501(c)(3) 7 TEXAS SCOTTISH RITE HOSPITAL
 
Yes
 
(3)TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION
2222 WELBORN ST

DALLAS,TX75219
46-0683787 		Support Texas Scottish Rite Hospital TX 501(c)(3) 7 Texas Scottish Rite Hospital
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(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?



 		(k)
Percentage
ownership
Yes No Yes No
(1) PEG Welborn Private Equity Fund LP

277 Park Avenue 21st Floor
New York,NY10172
81-2431328 		Investments NY TEXAS SCOTTISH RITE HOSPITAL
  		Excluded 15,776,786 275,071,945   No -403,232   No 95.54 %
(2) Algert International Small Cap Fund LP

101 California Street Suite 4225
San Francisco,CA94111
81-5047625 		Investments CA TEXAS SCOTTISH RITE HOSPITAL
  		Excluded -26,810,358 142,106,843   No 0   No 69.31 %










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
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CHARITABLE REMAINDER TRUST (2)

 
 
CHARITABLE REMAINDER TRUST   NA
  		Trust 0 0     No












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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 Corporation

 B 899,310 MARKET VALUE
(2) Texas Scottish Rite Hospital for Children Foundation

 C 59,750 Market Value
(3) Pedi Ortho Health Corporation

 M 1,649,862 Market Value
(4) Pedi Ortho Health Corporation

 P 1,817,266 Market Value
(5) Pedi Ortho Health Corporation

 Q 82,597 Market Value
(6) PEG WELBORN PRIVATE EQUITY FUND LP

 B 51,034,638 Cash
(7) PEG WELBORN PRIVATE EQUITY FUND LP

 C 31,398,436 Cash
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part IV, Column (c) Legal Domicile The Legal domicile for the charitable remainder trusts are as follows: Texas (2)
Schedule R (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0