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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 10-01-2024 , and ending 09-30-2025
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 $ 1,174,696,632
F Name and address of principal officer:
ROBERT L WALKER
2222 WELBORN ST
DALLAS,TX75219
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 35
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 35
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 1,460
6 Total number of volunteers (estimate if necessary) ............. 6 840
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,105,959
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) ......... 24,982,179 74,334,680
9 Program service revenue (Part VIII, line 2g) ......... 139,114,856 155,565,245
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 112,976,655 221,855,105
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 219,140,734 294,002,620
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 496,214,424 745,757,650
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,388,578 4,340,971
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) 160,076,679 170,531,160
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 8,947,129    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 127,070,598 138,664,013
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 288,535,855 313,536,144
19 Revenue less expenses. Subtract line 18 from line 12....... 207,678,569 432,221,506
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 4,354,540,860 4,946,776,863
21 Total liabilities (Part X, line 26)............. 136,253,473 130,833,763
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,218,287,387 4,815,943,100
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2024)
Form 990 (2024)
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 $ 207,223,192 including grants of $ 4,340,971 ) (Revenue $ 179,495,312 )
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.
4b (Code:   ) (Expenses $ 22,060,384 including grants of $ 0 ) (Revenue $ 0 )
THE HOSPITAL'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH CONTINUES TO DISCOVER NEW AND INNOVATIVE WAYS TO BENEFIT CHILDREN'S LIVES. SCOTTISH RITE FOR CHILDREN IS DEDICATED TO PROMOTING CLINICAL, BASIC AND APPLIED RESEARCH TO ADVANCE THE CARE OF CHILDREN WITH ORTHOPEDIC CONDITIONS, RELATED NEUROLOGIC DISORDERS AND SPECIFIC LEARNING DIFFERENCES. MEDICAL BREAKTHROUGHS AND NEW TECHNOLOGIES DEVELOPED THROUGH SCOTTISH RITE FOR CHILDREN'S RESEARCH EFFORTS HAVE DRAMATICALLY IMPACTED THE LIVES OF NOT ONLY CHILDREN TREATED HERE BUT ALSO THROUGHOUT THE WORLD. THROUGH THE YEARS, SCOTTISH RITE RESEARCHERS AND PHYSICIANS HAVE GENERATED OVER 200 PATENTS AND MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE. THESE FINDINGS AND INNOVATIONS ALLOW THE MEDICAL COMMUNITY TO FORM NEW HYPOTHESES TO EXPLAIN WHAT CAUSES CERTAIN CONDITIONS WHILE PROVIDING TOOLS FOR FUTURE RESEARCH. (CONTINUED ON SCHEDULE O)
4c (Code:   ) (Expenses $ 10,365,728 including grants of $ 0 ) (Revenue $ 0 )
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FUNCTIONS AS A PREMIER TEACHING INSTITUTION, PROVIDING COMPREHENSIVE EDUCATION AND TRAINING TO ORTHOPEDIC RESIDENTS AND POSTGRADUATE ORTHOPEDIC FELLOWS. IN ADDITION, THE HOSPITAL CONTRIBUTES TO THE EDUCATION OF ALLIED HEALTH PROFESSIONALS BY PROVIDING CLINICAL EXPERIENCE AND DIDACTIC EDUCATION FOR STUDENTS AS WELL AS CONTINUING EDUCATION FOR HEALTH CARE PROFESSIONALS. THE HOSPITAL IS CURRENTLY AFFILIATED WITH APPROXIMATELY 93 INSTITUTIONS, INCLUDING COLLEGES, UNIVERSITIES AND TECHNICAL PROGRAMS. FOR OVER 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER, THE HOSPITAL HAS PROVIDED AN EXTRAORDINARY EDUCATIONAL EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC PHYSICIANS. MORE THAN 200 PHYSICIANS HAVE BENEFITED FROM THE FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, GOING ON TO PROVIDE NEEDED PEDIATRIC SPECIALTY SERVICES ACROSS THE COUNTRY AND AROUND THE WORLD. (CONTINUED ON SCHEDULE O)
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses239,649,304
Form 990 (2024)
Form 990 (2024)
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 IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
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 (2024)
Form 990 (2024)
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
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
335
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 (2024)
Form 990 (2024)
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
1,460
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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:
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
 
 
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, or any disqualified or other person 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 (2024)
Form 990 (2024)
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
35
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
35
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
 
No
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
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
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:
JENNIFER DEASON2222 WELBORN   DALLAS,TX75219 (214) 559-7862
Form 990 (2024)
Form 990 (2024)
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, box 6 of 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 (DECEASED 07/24/25)
 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......................................................................
TRUSTEE (DECEASED 11/13/24)
 3.0
.................
0 		X           0 0 0
(8) BRACK JONES JR......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(9) BRADY G ELLIOTT......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(10) CLAUDE O ERVIN......................................................................
TRUSTEE
 4.0
.................
0 		X           0 0 0
(11) DAN F DAVIDSON......................................................................
TRUSTEE
 4.0
.................
0 		X           0 0 0
(12) DONNY W BROUGHTON......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(13) DOUGLAS S MAXEY......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(14) GLEN WHITLEY......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(15) H FINLAY WATKINS......................................................................
TRUSTEE
 3.0
.................
0 		X           0 0 0
(16) JAMES C PENN......................................................................
TRUSTEE
 4.0
.................
0 		X           0 0 0
(17) JAMES D NYFELER SR......................................................................
TRUSTEE
 4.0
.................
0 		X           0 0 0
Form 990 (2024)
Form 990 (2024)
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 F CHAMBERS........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(19) JAMES L WILLIAMS........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(20) JEFF W SMITH........................................................................
TRUSTEE
 4.0
.......................0 		X           0 0 0
(21) JOE H TYDLASKA........................................................................
TRUSTEE (DECEASED 2/16/25)
 3.0
.......................0 		X           0 0 0
(22) JOHN E WOOD........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(23) JOSEPH M DEALEY JR........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(24) KENNETH C CURRY........................................................................
TRUSTEE
 4.0
.......................0 		X           0 0 0
(25) KIM J ASKEW........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(26) MICHAEL K PICKENS........................................................................
TRUSTEE
 4.0
.......................0 		X           0 0 0
(27) MICHAEL L WIGGINS PHD........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(28) PATSY WOODS MARTIN........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(29) RALPH WAYNE........................................................................
TRUSTEE (DECEASED 12/19/24)
 3.0
.......................0 		X           0 0 0
(30) RONALD L CARTER........................................................................
TRUSTEE
 4.0
.......................0 		X           0 0 0
(31) RUSSELL C BROWN........................................................................
TRUSTEE
 4.0
.......................0 		X           0 0 0
(32) STEPHEN F CROSS........................................................................
TRUSTEE
 3.0
.......................0 		X           0 0 0
(33) W EUGENE BROOKSHIRE........................................................................
TRUSTEE (DECEASED 5/20/25)
 3.0
.......................0 		X           0 0 0
(34) W M GOWER........................................................................
TRUSTEE (RESIGNED 03/31/25)
 3.0
.......................0 		X           0 0 0
(35) W VERNON BURKE JR........................................................................
TRUSTEE (DECEASED 12/4/24)
 3.0
.......................0 		X           0 0 0
(36) ALEX PARAISON HIRED 020325........................................................................
VP REVENUE CYCLE
 40.0
.......................0 		    X       0 0 0
(37) ANGIE E BUCKMEIER........................................................................
VP, CNO
 40.0
.......................0 		    X       450,577 0 58,858
(38) ASHLEY C GIVENS........................................................................
VP DEVELOPMENT & EVENTS
 39.0
.......................1.0 		    X       183,773 0 74,142
(39) DONALD E KATZ........................................................................
VP FACILITIES & PROCESS DESIGN
 40.0
.......................0 		    X       373,649 0 181,774
(40) FREDRIC D RICHMOND........................................................................
SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25)
 40.0
.......................0 		    X       618,648 0 40,260
(41) JENNY J JOHNSON........................................................................
VP REVENUE CYCLE (RESIGNATION 10/25/24)
 40.0
.......................0 		    X       266,177 0 31,791
(42) JEREMY L HOWELL........................................................................
VP NORTH CAMPUS
 40.0
.......................0 		    X       325,961 0 60,130
(43) KRISTINA L KEEVER-SMITH........................................................................
SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25)
 39.0
.......................1.0 		    X       367,455 0 139,475
(44) LESLIE A CLONCH JR........................................................................
VP & CHIEF INFORMATION OFFICER
 40.0
.......................0 		    X       561,484 0 62,058
(45) LORI L DALTON........................................................................
SR VP & GENERAL COUNSEL
 37.0
.......................3.0 		    X       705,572 0 58,858
(46) MARK RIORDAN........................................................................
SVP PUBLIC RELATIONS (RESIGNED 2/4/26)
 40.0
.......................0 		    X       485,411 0 21,620
(47) MATTHEW S CHANCE........................................................................
SR VP, COO
 40.0
.......................0 		    X       724,741 0 64,534
(48) MICHELLE C HAYS........................................................................
SVP/CFO
 38.0
.......................2.0 		    X       705,283 0 61,483
(49) ROBERT L WALKER........................................................................
PRESIDENT & CEO
 38.0
.......................2.0 		    X       1,628,072 0 29,428
(50) STACY MILLER........................................................................
VP HUMAN RESOURCES
 40.0
.......................0 		    X       273,891 0 55,854
(51) STEPHANIE K BRIGGER........................................................................
VP DEVELOPMENT
 40.0
.......................0 		    X       296,603 0 156,339
(52) BRANDON A RAMO MD........................................................................
ASST COS
 39.0
.......................1.0 		      X     908,692 56,000 62,058
(53) DANIEL J SUCATO MD MS........................................................................
CHIEF OF STAFF
 39.0
.......................1.0 		      X     1,915,798 19,800 187,228
(54) KARL E RATHJEN MD........................................................................
ASST COS
 30.0
.......................2.0 		      X     575,357 12,400 163,624
(55) PHILIP L WILSON MD........................................................................
ASST COS/MED DIR NORTH CAMPUS
 38.0
.......................2.0 		      X     1,532,307 116,900 178,538
(56) DAVID A PODESZWA MD........................................................................
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   1,738,588 50,300 181,679
(57) HENRY B ELLIS MD........................................................................
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   1,191,406 124,300 58,858
(58) I-YUAN J CHANG MD........................................................................
RADIOLOGIST
 40.0
.......................0 		        X   886,269 0 30,659
(59) JOHN E ARVESEN MD........................................................................
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   869,798 64,800 68,979
(60) WILLIAM Z MORRIS MD........................................................................
ORTHOPEDIC SURGEON
 39.0
.......................1.0 		        X   889,963 51,600 58,858
(61) BENJAMIN S RICHARDS III MD........................................................................
FRM CHIEF MEDICAL OFFICER (RET 06/30/21)
 0.0
.......................0.0 		          X 138,522 0 159,952
(62) CHARLES E JOHNSTON II MD........................................................................
FRM ASST CHIEF OF STAFF (RET 04/16/21)
 0.0
.......................0.0 		          X 189,655 0 211,891
(63) JOHN A HERRING MD........................................................................
CHIEF OF STAFF EMERITUS (RET 08/31/20)
 0.0
.......................0.0 		          X 207,283 0 307,715
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 19,010,935 496,100 2,766,643
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 369
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 STE 2800
DALLAS,TX75201 		CONSTRUCTION 26,398,283
KPMG

2323 ROSS AVE
DALLAS,TX75201 		CYBERSECURITY 1,764,892
UT SOUTHWESTERN MEDICAL CENTER

5323 HARRY HINES BLVD
DALLAS,TX753909029 		MEDICAL SERVICES 1,685,125
CHILDREN'S MEDICAL CENTER DALLAS

2330 INWOOD ROAD
DALLAS,TX75235 		MEDICAL SERVICES 857,531
ARGUS PARTNERS LLC

1111 W CARRIER PKWY
300
GRAND PRAIRIE,TX75050 		IT SERVICES 662,751
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 33
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 2,149,952
d Related organizations1d 326,663
e Government grants (contributions)1e 742,613
f All other contributions, gifts, grants, and similar amounts not included above1f 71,115,452
g Noncash contributions included in lines 1a - 1f:$ 1g 36,235,726
h Total. Add lines 1a-1f....... 74,334,680
Program Service RevenueAmt Business Code
2a NET OUTPATIENT REVENUE 622310 84,196,598 84,196,598    
b NET INPATIENT REVENUE 622310 36,381,668 36,381,668    
c OTHER PATIENT RELATED REVENUE 622310 34,986,979 34,986,979    
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 155,565,245
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 134,156,883   -233,613 134,390,496
4 Income from investment of tax-exempt bond proceeds 0 0    
5 Royalties........... 265,367,414     265,367,414
(i) Real (ii) Personal
6a Gross rents 6a 640,473  
b Less: rental expenses 6b 0  
c Rental income or (loss) 6c 640,473 0
d Net rental income or (loss)....... 640,473     640,473
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 511,223,160 2,525,981
b Less: cost or other basis and sales expenses 7b 425,647,122 403,797
c Gain or (loss) 7c 85,576,038 2,122,184
d Net gain or (loss)......... 87,698,222   -3,465 87,701,687
8a Gross income from fundraising events (not including $ 2,149,952of contributions reported on line 1c). See Part IV, line 18 ....
8a 564,778
b Less: direct expenses ... 8b 983,321
c Net income or (loss) from fundraising events.. -418,543   -418,543
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 20,000
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities.. 20,000     20,000
10a Gross sales of inventory, less
returns and allowances ..
10a 6,177,662
b Less: cost of goods sold .. 10b 1,904,742
c Net income or (loss) from sales of inventory.. 4,272,920   1,152,748 3,120,172
OtherRevenueMiscAmt
Business Code
11a SURFACE DAMAGE/WATER SALES 110000 22,327,905 22,327,905    
b CAFETERIA /CATERING SALES 722310 862,189 862,189    
c OTHER REVENUE 900099 757,959 567,670 190,289  
d All other revenue .... 172,303 172,303 0 0
e Total. Add lines 11a–11d ...... 24,120,356
12 Total revenue. See instructions..... 745,757,650 179,495,312 1,105,959 490,821,699
Form 990 (2024)
Form 990 (2024)
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 .... 4,340,971 4,340,971
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0 0
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0 0
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 14,051,392 4,289,382 8,553,184 1,208,826
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 89,914   89,914  
7 Other salaries and wages........ 121,106,712 105,851,978 11,980,615 3,274,119
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,768,244 7,353,443 1,182,567 232,234
9 Other employee benefits ....... 18,416,811 14,158,624 3,749,153 509,034
10 Payroll taxes ........... 8,098,087 6,765,207 1,094,670 238,210
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 552,121 0 547,836 4,285
c Accounting ........... 648,188 0 648,188 0
d Lobbying ........... 81,279   81,279  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 9,612,433   9,612,433  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 16,207,241 12,065,502 3,921,572 220,167
12 Advertising and promotion .... 4,722,404 2,650,986 1,238,002 833,416
13 Office expenses ....... 8,916,087 5,784,238 2,418,582 713,267
14 Information technology ...... 18,001,927 14,053,499 3,242,507 705,921
15 Royalties .. 1,784,159 1,784,159    
16 Occupancy ........... 13,249,334 10,650,651 2,286,832 311,851
17 Travel ............ 1,086,269 839,077 230,698 16,494
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 395,579 294,218 93,351 8,010
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 26,605,063 16,816,408 9,202,264 586,391
23 Insurance ... 1,737,184 50,671 1,686,513  
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 25,777,505 25,692,601   84,904
b BAD DEBT EXPENSE 6,207,689 6,207,689    
c RANCH OPERATIONS 3,079,551   3,079,551  
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 313,536,144 239,649,304 64,939,711 8,947,129
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
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 ........   1 0
2 Savings and temporary cash investments ......... 8,161,844 2 15,077,651
3 Pledges and grants receivable, net ...... 450,821 3 2,989,711
4 Accounts receivable, net ............. 64,377,649 4 85,919,676
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 .......
0 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) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 5,156,101 8 5,213,577
9 Prepaid expenses and deferred charges ...... 14,847,013 9 11,574,743
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 614,847,692
b Less: accumulated depreciation 10b 242,940,937 380,301,217 10c 371,906,755
11 Investments—publicly traded securities . 476,654,534 11 524,264,137
12 Investments—other securities. See Part IV, line 11 ..... 3,296,065,317 12 3,774,137,937
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 108,526,364 15 155,692,676
16 Total assets. Add lines 1 through 15 (must equal line 33)... 4,354,540,860 16 4,946,776,863
Liabilities 17 Accounts payable and accrued expenses ..... 31,712,646 17 39,992,013
18 Grants payable ...   18  
19 Deferred revenue ......... 985,163 19 1,096,766
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 .........
0 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 103,555,664 25 89,744,984
26 Total liabilities. Add lines 17 through 25.. 136,253,473 26 130,833,763
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 4,048,677,571 27 4,631,487,850
28 Net assets with donor restrictions ........... 169,609,816 28 184,455,250
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 4,218,287,387 32 4,815,943,100
33 Total liabilities and net assets/fund balances ........ 4,354,540,860 33 4,946,776,863
Form 990 (2024)
Form 990 (2024)
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
745,757,650
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
313,536,144
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
432,221,506
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
4,218,287,387
5
Net unrealized gains (losses) on investments ...............
5
148,130,889
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
17,303,318
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
4,815,943,100
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
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
2024
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) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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—2024. 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—2023. 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—2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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-2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
 
Employer identification number

75-0818178
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
  		Employer identification number
75-0818178
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2021 (b) 2022 (c) 2023 (d) 2024 (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) 2024


Schedule C (Form 990) 2024
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
 
81,279
j
Total. Add lines 1c through 1i ....................................................................................................
81,279
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 THE HOSPITAL RETAINED THE SERVICES OF GREENBERG, TRAURIG, LLP IN CONNECTION WITH STAYING ABREAST OF TEXAS LEGISLATIVE ACTIVITY FOR FY ENDING 09/30/2025 AND INCURRED $25,000 IN LEGAL FEES. OTHER EXPENSES INCLUDED ASSOCIATION DUES IN THE AMOUNT OF $53,340.50 AND TRAVEL EXPENSES IN THE AMOUNT OF $2,938.39 IN CONNECTION WITH A TRIP TO WASHINGTON, D.C. IN FEB. 2025 TO MEET WITH MEMBERS OF CONGRESS TO DISCUSS ISSUES PERTAINING TO PEDIATRIC HEALTH CARE.
Schedule C (Form 990) 2024


Additional Data


Software ID: 24020961
Software Version: 2024v5.1

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 .... 3,028,377,626 2,515,214,056 2,237,616,010 2,492,468,691 2,216,104,723
b Contributions ... 232,375,742 182,699,035 180,487,759 223,445,894 2,500
c Net investment earnings, gains, and losses 288,899,577 418,845,905 210,388,633 -353,213,687 294,544,855
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		83,357,565 88,381,370 113,278,346 125,084,888 18,183,387
f Administrative expenses ....          
g End of year balance ...... 3,466,295,380 3,028,377,626 2,515,214,056 2,237,616,010 2,492,468,691
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow97 %
b
Permanent endowment right arrow1 %
c
Term endowment right arrow2 %
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 .....   84,592,410 84,592,410
b Buildings ....   413,883,412 162,360,595 251,522,817
c Leasehold improvements   1,284,899 894,926 389,973
d Equipment ....   110,631,992 77,152,832 33,479,160
e Other .....   4,454,979 2,532,584 1,922,395
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 371,906,755
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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........ 179,274 F
(3) Other
(A) CLOSELY-HELD EQUITY INTERESTS		 179,274 F

(B) FINANCIAL DERIVATIVES		    

(C) INVESTMENTS-OTHER SECURITIES		    

(D) CAYMAN ISLANDS CORPORATION AND TRUST		 579,710,105 F

(E) COMMON COLLECTIVE TRUSTS		 2,421,129,146 F

(F) PARTNERSHIPS		 773,119,412 F

(G) VALUE IN REG INV COMPANIES		   F

(H) GOVERNMENT SECURITIES		   F

(I) ASSETS LIMITED AS TO USE		    
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 3,774,137,937
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.)right arrow  
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.)...........right arrow  
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  
FEDERAL INCOME TAXES  
OTHER LIABILITIES  
RESTORATION 47,296,156
OTHER DEFERRED RETIREMENT PLANS 28,870,514
LEASE LIABILITIES 2,340,458
OTHER LIABILITIES 11,237,856



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 89,744,984
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 0
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 0
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 0
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 0
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 0
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 0
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 0
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 0
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, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENT. THE HOSPITAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE HOSPITAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE TAX AUTHORITIES FOR YEARS PRIOR TO 2022.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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   579,710,105
EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 46
NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 35,313
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 142,972
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CONFERENCE/TRAINING 1,449
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 579,889,885
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 579,889,885
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 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) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1



SCHEDULE G (Form 990)
(Rev. January 2025)
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
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) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
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

ANNUAL GALA
(event type) 		(b) Event #2

GOLF TOURNAMENT
(event type) 		(c) Other events

18
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
709,435
479,218
1,526,077
2,714,730

2
Less: Contributions . . . .
642,535
380,593
1,126,824
2,149,952
3 Gross income (line 1 minus
line 2) . . . . . .
66,900
98,625
399,253
564,778



VerticalDirectExpenses
4 Cash prizes . . . . .   1,100 10,443 11,543
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 15,621 72,318 226,116 314,055
7 Food and beverages . . . 20,323 47,316 82,146 149,785
8 Entertainment . . . . 24,852   10,998 35,850
9 Other direct expenses . . . 21,375 69,692 381,021 472,088
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 983,321
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -418,543
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 . . . .
0 %
0 %
0 %


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? . . . . . . . .
YesNo
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? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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 STREET   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
JENNIFER DEASON
Gaming manager compensation right arrow $ 0
Description of services provided right arrow
RECORD KEEPING
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$  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
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) . . . 		    36,938,133 9,513,280 27,424,853 8.924 %
b Medicaid (from Worksheet 3, column a) . . . . .     76,133,034 53,621,391 22,511,643 7.325 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .         0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 113,071,167 63,134,671 49,936,496 16.249 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     14,865,188   14,865,188 4.837 %
f Health professions education (from Worksheet 5) . . .     11,057,069   11,057,069 3.598 %
g Subsidized health services (from Worksheet 6) . . . .         0 0 %
h Research (from Worksheet 7) .     22,645,036 1,074,660 21,570,376 7.019 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     4,240,893   4,240,893 1.380 %
j Total. Other Benefits . . 0 0 52,808,186 1,074,660 51,733,526 16.833 %
k Total. Add lines 7d and 7j . 0 0 165,879,353 64,209,331 101,670,022 33.082 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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     1,104,794   1,104,794 0.359 %
10 Total 0 0 1,104,794 0 1,104,794 0.359 %
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
6,207,689
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
17,012
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
11,805
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
5,207
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) 2024
Schedule H (Form 990) 2024
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) 2024
Schedule H (Form 990) 2024
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 25
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 26
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) 2024
Schedule H (Form 990) 2024
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 Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 200.0%
and FPG family income limit for eligibility for discounted care of 999.0%
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 Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
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
https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/
b
https://scottishriteforchildren.org/becoming-our-patient/family-services/financial-assistance/
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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) 2024
Schedule H (Form 990) 2024
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) 2024
Schedule H (Form 990) 2024
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 3E  
SCHEDULE H, PART V, SECTION B, LINE 5 FACILITY , 1 FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. SCOTTISH RITE FOR CHILDREN (SCOTTISH RITE) AND ASCENDIENT HEALTHCARE ADVISORS (ASCENDIENT) COLLABORATED TO ASSESS COMMUNITY NEEDS IN PREPARING THE ORGANIZATION'S 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) REPORT. IN CONDUCTING THE CHNA, PRIMARY AND SECONDARY DATA AND INPUT WERE GATHERED FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY SCOTTISH RITE, INCLUDING ITS PATIENT POPULATION, COMMUNITY LEADERS AND PARTNERS, AND THOSE WITH SPECIAL KNOWLEDGE OF PUBLIC HEALTH. PRIMARY DATA INCLUDED INFORMATION GATHERED FROM INTERNET-BASED AND PAPER SURVEYS AND FOCUS GROUPS WITH PATIENT FAMILIES, LOCAL ORGANIZATIONS, HEALTH SERVICE PROVIDERS, AND LEADERS WITHIN SCOTTISH RITE. SECONDARY DATA INCLUDED INFORMATION REGARDING DEMOGRAPHICS, HEALTH AND HEALTH CARE RESOURCES, BEHAVIORAL HEALTH, DISEASE TRENDS, AND COUNTY RANKINGS FOR THE COMMUNITY SERVED BY SCOTTISH RITE. DATA AND INPUT WERE ALSO GATHERED FROM INDIVIDUALS WITH SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, INCLUDING THOSE INVOLVED WITH UNDERSERVED AND MINORITY POPULATIONS THROUGH VARIOUS AFFILIATIONS. THE DATA COLLECTION AND ANALYSIS PROCESS BEGAN IN MAY 2025 AND CONTINUED THROUGH DEVELOPMENT OF THE DOCUMENT IN SEPTEMBER 2025. ASCENDIENT WORKED JOINTLY WITH SCOTTISH RITE LEADERSHIP TO DEVELOP A STRATEGIC APPROACH FOR COLLECTING COMMUNITY AND PATIENT FEEDBACK. COMMUNITY ENGAGEMENT AND FEEDBACK WERE OBTAINED IN SEVERAL WAYS: (A) PATIENT INTERNET-BASED AND PAPER SURVEYS DISTRIBUTED IN SCOTTISH RITE CLINICS, WITH PERSONAL ASSISTANCE FOR FAMILIES WHO NEEDED HELP UNDERSTANDING OR COMPLETING THE SURVEY; (B) PATIENT FAMILY FOCUS GROUPS; (C) INTERNET-BASED SURVEYS AND VIRTUAL INTERVIEWS WITH LEADERS FROM COMMUNITY PARTNERS; AND (D) SIGNIFICANT INPUT AND DIRECTION FROM SCOTTISH RITE LEADERSHIP AND THE STEERING COMMITTEE. ALL STAKEHOLDERS WERE ASKED TO PROVIDE FEEDBACK ABOUT THE HEALTH OF CHILDREN IN THE SCOTTISH RITE COMMUNITY AND THE FACTORS INFLUENCING THE HEALTH STATUS OF CHILDREN IN THE BROADER COMMUNITY. THE DATA WERE AGGREGATED BY SOURCE (I.E., PATIENTS, COMMUNITY LEADERS AND PARTNERS, AND SCOTTISH RITE LEADERSHIP) AND THEN ANALYZED TO UNDERSTAND THE CURRENT PERCEIVED HEALTH NEEDS IN THE COMMUNITY THROUGH THE LENS OF THOSE SERVED, THOSE WE COLLABORATE WITH, AND THOSE WHO LEAD US INTERNALLY. SCOTTISH RITE WAS ABLE TO GATHER AN ABUNDANCE OF PRIMARY DATA TO BETTER UNDERSTAND COMMUNITY HEALTH NEEDS AND THE ROLE SCOTTISH RITE PLAYS IN HELPING CHILDREN LEAD HEALTHY, HAPPY LIVES. LEVERAGING THESE SOURCES, THE STEERING COMMITTEE INCORPORATED INPUT FROM SCOTTISH RITE PATIENTS AND PATIENT FAMILIES, COMMUNITY LEADERS AND PARTNERS, AND SCOTTISH RITE LEADERS. THE SURVEY CAPTURED DETAILED EXPERIENCES OF LIVING WITH ORTHOPEDIC CONDITIONS AND RECEIVING SPECIALIZED PEDIATRIC CARE, FOCUSING ON PATIENT EXPERIENCE AND COMMUNITY HEALTH NEEDS FOR CHILDREN. SCOTTISH RITE DISTRIBUTED INTERNET-BASED AND PAPER PATIENT SURVEYS IN ENGLISH AND SPANISH FOR PATIENTS WHO MAY NOT HAVE INTERNET ACCESS AT HOME AND/OR WHO PREFER TO RESPOND IN SPANISH. ROUGHLY 26% OF PATIENT RESPONDENTS IDENTIFIED THEMSELVES AS HISPANIC OR LATINO OR AS BEING FROM A SPANISH-SPEAKING COUNTRY. ADDITIONALLY, 27% OF RESPONDENTS INDICATED THAT THE PATIENT HAS MEDICAID, AND ROUGHLY 10% INDICATED HAVING NO INSURANCE. FURTHER, 54% OF SURVEY RESPONDENTS INDICATED THAT CRAYON CARE, SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, WAS EITHER VERY HELPFUL OR ESSENTIAL TO OBTAINING CARE. A MAJORITY OF RESPONDENTS INDICATED THEY LIVED IN THE CHNA COMMUNITY, WHICH CONSISTS OF DALLAS, COLLIN, DENTON, TARRANT, KAUFMAN, ELLIS, ROCKWALL, AND GRAYSON COUNTIES. FEEDBACK FROM PATIENT FAMILIES WAS ALSO GATHERED DURING FOUR IN-PERSON FOCUS GROUPS: TWO HOSTED AT OUR DALLAS CAMPUS AND TWO HOSTED AT OUR FRISCO CAMPUS. IN TOTAL, WE HAD PARTICIPANTS ACROSS THE FOUR GROUPS, CONSISTING OF CURRENT AND FORMER PATIENTS, PARENTS, AND CAREGIVERS OF CHILDREN RECEIVING CARE AT SCOTTISH RITE. INTERPRETATION SERVICES WERE AVAILABLE FOR PARTICIPANTS PREFERRING TO COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. DISCUSSION TOPICS INCLUDED EXPERIENCES WITH CARE AT SCOTTISH RITE; BARRIERS TO ACCESSING PEDIATRIC HEALTH CARE; COMMUNITY HEALTH CHALLENGES AFFECTING CHILDREN; MENTAL HEALTH AND CHRONIC ILLNESS CONCERNS; COMMUNICATION AND FOLLOW-UP PROCESSES; AND SUGGESTIONS FOR EXPANDING SERVICES AND RESOURCES. PATIENTS WITH A VARIETY OF DIAGNOSES AND CONDITIONS WERE REPRESENTED, INCLUDING DEVELOPMENTAL AND CHRONIC CONDITIONS, SPORTS INJURIES, SCOLIOSIS, DYSLEXIA, AND COMPLEX MEDICAL NEEDS SUCH AS CEREBRAL PALSY AND PREMATURE BIRTH COMPLICATIONS. A MIX OF LONG-TERM PATIENTS AND NEWER FAMILIES, AND A RANGE OF AGES FROM TODDLERS TO TEENAGERS AND ADULTS, WERE REPRESENTED. INPUT WAS COLLECTED FROM KEY EXTERNAL STAKEHOLDERS THROUGH VIRTUAL INTERVIEWS AND ELECTRONIC SURVEYS. THESE KEY STAKEHOLDERS WERE DETERMINED BASED ON THEIR SPECIALIZED KNOWLEDGE OR EXPERTISE IN PUBLIC HEALTH, THEIR INVOLVEMENT WITH UNDERSERVED AND MINORITY POPULATIONS OR THEIR AFFILIATION WITH LOCAL GOVERNMENT, SCHOOLS AND INDUSTRY. STAKEHOLDERS INCLUDED LEADERSHIP FROM DFW HOSPITAL COUNCIL, DALLAS ISD, RONALD MCDONALD HOUSE OF DALLAS AND OTHER LOCAL ORGANIZATIONS. THESE VIRTUAL INTERVIEWS WERE INTENDED TO ASCERTAIN OPINIONS AMONG INDIVIDUALS WHO ARE LIKELY TO BE KNOWLEDGEABLE ABOUT THE COMMUNITY AND INFLUENTIAL OVER THE OPINIONS OF OTHERS ABOUT HEALTH CONCERNS IN THE COMMUNITY. SECONDARY DATA ASSESSED FACTORS SUCH AS DEMOGRAPHICS; SOCIOECONOMIC INDICATORS (E.G., HOUSEHOLD INCOME AND POVERTY, INSURANCE COVERAGE, AND CHILDREN LIVING IN SINGLE-PARENT HOUSEHOLDS); AND HEALTH OUTCOMES RELEVANT TO THE SERVICES PROVIDED BY SCOTTISH RITE (E.G., RATES FOR CONDITIONS TREATED BY SCOTTISH RITE, THE NUMBER OF CHILDREN IN TEXAS WITH DISABILITIES, AND RATES FOR HEALTH ISSUES IDENTIFIED BY STAKEHOLDERS AND PATIENTS, SUCH AS ASTHMA AND OBESITY). KEY SOURCES FOR SECONDARY DATA ON THE COMMUNITY SERVED BY SCOTTISH RITE INCLUDED DATA MADE AVAILABLE BY PARTICIPATING ORGANIZATIONS AND NUMEROUS PUBLIC DATA SOURCES RELATED TO DEMOGRAPHICS; SOCIAL AND ECONOMIC DRIVERS OF HEALTH; HEALTH EQUITY; HEALTH STATUS AND DISEASE TRENDS; MENTAL AND BEHAVIORAL HEALTH TRENDS; AND MODIFIABLE HEALTH RISKS. SOME OF THE SECONDARY DATA SOURCES INCLUDED, BUT WERE NOT LIMITED TO, THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY, THE CDC, THE U.S. DEPARTMENT OF EDUCATION, THE AMERICAN COMMUNITY SURVEY OF THE U.S. CENSUS BUREAU, THE USDA, COUNTY HEALTH RANKINGS & ROADMAPS, AND THE OPPORTUNITY ATLAS. THE PROCESS OF DETERMINING THE PRIORITY HEALTH NEEDS FOR THE 2025 CHNA BEGAN WITH THE COLLECTION AND ANALYSIS OF HUNDREDS OF DATA POINTS. DATA WERE ORGANIZED TO IDENTIFY COMMON THEMES ACROSS SOURCES, DEVELOPING CATEGORIES AND FOCUS AREAS SUCH AS CLINICAL CARE WITH SUBCATEGORIES TO ACCESS CARE AND QUALITY OF CARE. GIVEN THE LARGE NUMBER OF INDIVIDUAL DATA MEASURES THAT WERE COLLECTED, ANALYZED AND INTERPRETED THROUGHOUT THIS PROCESS, IT WAS NOT FEASIBLE TO MAKE EACH OF THEM A PRIORITY. THE STEERING COMMITTEE USED A GROUP POLLING PROCESS TO PRIORITIZE HEALTH NEEDS OF THE REGION WHILE CONSIDERING THE FOLLOWING FACTORS: BURDEN, SCOPE, SEVERITY OR URGENCY OF THE HEALTH NEED; ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS, HEALTH DISPARITIES ASSOCIATED WITH THE HEALTH NEED; IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. ALTHOUGH SOME KEY HEALTH ISSUES WERE IDENTIFIED AS PRIORITY AREAS BY THE COMMUNITY AT LARGE, THESE NEEDS WERE NOT FOUND TO BE IN ALIGNMENT WITH SCOTTISH RITE'S PRIMARY MISSION AND STRATEGIC PLAN AS A PEDIATRIC ORTHOPEDIC SPECIALTY HOSPITAL.
SCHEDULE H, PART V, SECTION B, LINE 6B FACILITY , 1 FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. SCOTTISH RITE ENGAGED THE SERVICES OF ASCENDIENT TO ASSESS THE NEEDS OF THE COMMUNITY AND COLLABORATED WITH ASCENDIENT IN PRODUCING THE ORGANIZATION'S CHNA REPORT.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 1 FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. AS PART OF THE CHNA, SCOTTISH RITE AND ASCENDIENT GATHERED AND ANALYZED THE PRIMARY AND SECONDARY DATA TO IDENTIFY SIGNIFICANT HEALTH NEEDS FOR THE COMMUNITY SERVED BY SCOTTISH RITE. THE FOLLOWING HEALTH NEEDS WERE IDENTIFIED AND PRIORITIZED BY LEADERSHIP BASED ON THEIR OVERALL ASSESSMENT OF THE QUALITATIVE AND QUANTITATIVE DATA. AS A PEDIATRIC ORTHOPEDIC HOSPITAL AND AMBULATORY SURGICAL CENTER, SCOTTISH RITE FOCUSED ON THE IDENTIFIED AREAS WHERE THE ORGANIZATION CAN MOST EFFECTIVELY USE ITS EXPERTISE AND RESOURCES TO HAVE A SIGNIFICANT IMPACT. THESE THREE AREAS ARE: 1. ACCESS TO CARE 2. YOUTH MENTAL HEALTH 3. INJURY PREVENTION 1. ACCESS TO CARE: ACCESS TO CARE REPRESENTS A CRITICAL PRIORITY IN SCOTTISH RITE'S SERVICE AREA, EMERGING AS A MULTIFACETED CHALLENGE THAT AFFECTS FAMILIES' ABILITY TO RECEIVE TIMELY AND APPROPRIATE SPECIALTY ORTHOPEDIC CARE. THE SIGNIFICANCE OF ADDRESSING HEALTHCARE ACCESS BARRIERS IS UNDERSCORED BY THE COMPLEX INTERPLAY OF GEOGRAPHIC, COMMUNICATION, AND FINANCIAL OBSTACLES THAT DISPROPORTIONATELY IMPACT VULNERABLE POPULATIONS ACROSS THE EIGHT-COUNTY REGION. THE HEALTHCARE ACCESS LANDSCAPE IN SCOTTISH RITE'S SERVICE AREA REVEALS NOTABLE DISPARITIES THAT CREATE UNEQUAL OPPORTUNITIES FOR CHILDREN TO RECEIVE SPECIALIZED CARE. WHILE THE MAJORITY OF PATIENTS REPORT POSITIVE ACCESS EXPERIENCES AT SCOTTISH RITE, FAMILIES WHO DO ENCOUNTER BARRIERS FACE CHALLENGES THAT CAN DELAY TREATMENT, INTERRUPT CARE CONTINUITY, AND AFFECT LONG-TERM HEALTH OUTCOMES. THIS DATA DEMONSTRATES THAT WHILE MOST FAMILIES CAN SUCCESSFULLY ACCESS SCOTTISH RITE'S SERVICES, GEOGRAPHIC DISTANCE EMERGES AS THE PRIMARY BARRIER FOR THOSE WHO DO EXPERIENCE DIFFICULTIES, FOLLOWED BY WORK AND SCHOOL SCHEDULING CONFLICTS AND COST CONCERNS. ADDITIONALLY, OF THOSE WHO GAVE "OTHER" REASONS, MOST CITED COMMUNICATION AND CARE COORDINATION CHALLENGES. RESOURCES TO ADDRESS ACCESS TO CARE GEOGRAPHIC BARRIERS: GEOGRAPHIC LOCATION GREATLY IMPACTS ACCESS TO PEDIATRIC SPECIALTY CARE, WITH RURAL FAMILIES FACING COMPOUNDED CHALLENGES INCLUDING PROVIDER SHORTAGES, TRANSPORTATION LIMITATIONS, AND EXTENDED TRAVEL REQUIREMENTS. IN THIS ASSESSMENT, PRIMARY AND SECONDARY DATA AFFIRMED THAT HEALTH CARE RESOURCES ACROSS SCOTTISH RITE'S SERVICE AREA ARE UNEVENLY DISTRIBUTED, WITH RURAL COUNTIES SHOWING CONCERNING HEALTH DISPARITIES COMPARED TO MORE URBAN AREAS. DATA ALSO REVEALED THAT FAMILIES FACE BARRIERS SUCH AS LACK OF PERSONAL VEHICLES, DELAYS IN TRANSPORTATION ARRANGED BY MEDICAID, LONG TRAVEL TIMES FOR APPOINTMENTS, AND SIGNIFICANT TRAFFIC DELAYS COMMON TO THE SERVICE AREA. MANY FAMILIES TRAVEL FROM OUTSIDE THE LOCAL AREA FOR TREATMENT AT SCOTTISH RITE. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE OF DALLAS (RMHD), WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST TO PATIENT FAMILIES. WHEN RMH D DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. FAMILIES WITH MEDICAID MAY BE REIMBURSED BY MEDICAID FOR LODGING IN MANY SITUATIONS. THE WEBSITE HAS AN EXTENSIVE LIST OF HOTELS IN THE AREA. SOCIAL WORKERS ALSO HELP NAVIGATE OTHER LODGING ASSISTANCE OPTIONS AS AVAILABLE. FINANCIAL BARRIERS: SCOTTISH RITE IS COMMITTED TO ITS MISSION TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE FOR CHILDREN, WITHIN OUR SCOPE OF SERVICES, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, KNOWN AS CRAYON CARE, OFFERS CARE AT NO COST OR SIGNIFICANTLY DISCOUNTED COST TO ELIGIBLE FAMILIES. OUR FINANCIAL COUNSELORS STRIVE TO ENSURE THAT ALL FAMILIES ARE INFORMED AND FAMILIAR WITH THIS PROGRAM. ELIGIBILITY FOR CRAYON CARE IS BASED ON HOUSEHOLD INCOME AND MEDICAL EXPENSES, AND NO APPLICATIONS SUBMITTED BY ELIGIBLE FAMILIES ARE DENIED. SCOTTISH RITE HAS IMPLEMENTED MEASURES TO ENSURE THAT INFORMATION REGARDING THE CRAYON CARE POLICY IS COMMUNICATED IN VARIOUS WAYS. THIS INCLUDES POSTING INFORMATION ABOUT THE FINANCIAL ASSISTANCE PROGRAM AT REGISTRATION, DISPLAYED IN PATIENT WAITING AREAS, MYCHART, PATIENT BILLING STATEMENTS, GOOD FAITH ESTIMATES, ON ITS WEBSITE AND OFFERED AT LEAST ANNUALLY TO FAMILIES AT THE TIME OF SIGNING THE REGISTRATION CONSENT DOCUMENTS. ADDITIONALLY, INFORMATION REGARDING SCOTTISH RITE'S CHARITY CARE PROGRAM IS PROVIDED UPON CHECK-IN FOR OUTPATIENT APPOINTMENTS, THROUGH OUTREACH BY FINANCIAL COUNSELORS PRIOR TO A PATIENT'S SCHEDULED PROCEDURES, AND ON POST-DISCHARGE BILLING STATEMENTS/COMMUNICATIONS. SCOTTISH RITE ALSO ENSURES INFORMATION REGARDING ITS SERVICES AND FINANCIAL ASSISTANCE POLICY IS COMMUNICATED ON A BROADER COMMUNITY LEVEL THROUGH EXTERNAL COMMUNICATIONS, INCLUDING IN PERSON OUTREACH AND WRITTEN PUBLICATIONS. SCOTTISH RITE PERFORMS COMMUNITY OUTREACH THROUGH SOCIAL WORK AND FAMILY SERVICES, PHYSICIAN EDUCATION AND COMMUNICATIONS TEAMS, PROVIDING INFORMATION ON SCOTTISH RITE'S SERVICES, HOW TO REQUEST AN APPOINTMENT AND INFORMATION ON THE CRAYON CARE/FINANCIAL ASSISTANCE PROGRAM. THIS INFORMATION IS PROVIDED TO VARIOUS COMMUNITY ORGANIZATIONS, COMMUNITY CLINICS, URGENT CARE CENTERS, PHYSICIAN ORGANIZATIONS AND PHYSICIAN OFFICES. ADDITIONAL DETAILS ON THE SPECIFIC WAYS THAT SCOTTISH RITE ENSURES PATIENTS OF THE ORGANIZATION AS WELL AS THE BROADER COMMUNITY ARE AWARE OF THE FINANCIAL ASSISTANCE AVAILABLE THROUGH THE CHARITY CARE POLICY ARE ADDRESSED IN SECTION VI, LINE 3 OF THIS SCHEDULE, BELOW. MORE DETAILED INFORMATION REGARDING OUR CRAYON CARE POLICY, APPLICATION, FINANCIAL ASSISTANCE SUMMARY AND OTHER FREQUENTLY ASKED QUESTIONS IS ALSO AVAILABLE AT THE ORGANIZATION'S WEBSITE AT SCOTTISHRITEFORCHILDREN.ORG. ALL FAMILIES ARE ENCOURAGED TO APPLY. OF NOTE, FROM OCTOBER 2024 THROUGH SEPTEMBER 2025, SCOTTISH RITE APPROVED CRAYON CARE APPLICATIONS FOR MORE THAN 16,900 PATIENT FAMILIES. FURTHERMORE, THROUGH OUR DEDICATED TEAM IN FAMILY SERVICES, WE ALSO PROVIDE INSURANCE ENROLLMENT ASSISTANCE TO UNDERINSURED/UNINSURED PATIENTS. IN ADDITION, SCOTTISH RITE PARTICIPATES IN A COMMUNITY RESOURCE COORDINATION GROUP (CRCG) MADE UP OF LOCAL PARTNERS AND COMMUNITY MEMBERS THAT WORK WITH PARENTS, CAREGIVERS, YOUTH AND ADULTS TO IDENTIFY AND COORDINATE SERVICES AND SUPPORT, INCLUDING FINANCIAL ASSISTANCE, INSURANCE COVERAGE, PRIMARY CARE AND SPECIALTY SERVICES, MENTAL AND BEHAVIORAL HEALTH CARE AND MORE. COMMUNICATION AND LANGUAGE BARRIERS : SCOTTISH RITE PROVIDES CARE TO A HIGHLY DIVERSE PATIENT POPULATION ENCOMPASSING NUMEROUS LANGUAGES, CULTURES AND LIVED EXPERIENCES. AS A RESULT, COMMUNICATION NEEDS INCLUDE LANGUAGE TRANSLATION BUT ALSO BROADER SUPPORTS, INCLUDING COMPETENCY, HEALTH LITERACY, AND GUIDANCE THROUGH COMPLEX HEALTHCARE PROCESSES. SCOTTISH RITE'S FAMILY SERVICES TEAM HELPS PATIENT FAMILIES TO ACCESS CARE IN THEIR PREFERRED LANGUAGE, RECEIVE SUPPORT AND LEARN ABOUT RESOURCES TO AID IN THE CARE OF THEIR CHILD, AND CONNECT WITH CARE AND SERVICES OUTSIDE THE WALLS OF SCOTTISH RITE. LANGUAGE TRANSLATION SERVICES ARE AVAILABLE IN SOME LANGUAGES IN-PERSON AT OUR DALLAS AND FRISCO CAMPUSES AND IN ALL LANGUAGES THROUGH VIRTUAL SUPPORT. IN FY25, SPANNING OVER 14,000 VISITS, AND REPRESENTING MORE THAN 3,900 PATIENTS, OUR FAMILY SERVICES TEAM PROVIDED INTERPRETATION SERVICES IN 36 DIFFERENT LANGUAGES. ENGLISH AND SPANISH ARE THE TWO MOST COMMON PRIMARY LANGUAGES FOR OUR PATIENTS, WITH ARABIC, CHINESE MANDARIN, VIETNAMESE, PUSHTO, DARI AND PORTUGUESE ALSO COMMONLY BEING REPRESENTED AMONGST THE SCOTTISH RITE PATIENT POPULATION. OTHER RESOURCES TO ADDRESS ACCESS TO CARE: WHEN A PATIENT'S NEEDS FALL OUTSIDE OF SCOTTISH RITE'S SCOPE OF SERVICES, OUR TEAM IDENTIFIES EXTERNAL RESOURCES THAT ARE AVAILABLE FOR CARE, FUNDING AND/OR EDUCATION. SCOTTISH RITE'S FAMILY SERVICES TEAM EXISTS TO HELP CONNECT CURRENT AND FORMER PATIENTS, WITH PROVIDERS AND ORGANIZATIONS THAT ARE WELL-EQUIPPED TO SERVE THEM. SCOTTISH RITE'S FAMILY RESOURCE CENTER ALSO CONNECTS FAMILIES WITH GRANTS FOR CARE OUTSIDE OF SCOTTISH RITE AND WORKS WITH EXTERNAL PROVIDERS TO COORDINATE OFFSITE CARE FOR LOW-INCOME SCOTTISH RITE PATIENTS. EXAMPLES OF EXISTING HEALTH CARE PROGRAMS WITHIN THE COMMUNITY AVAILABLE TO ACCESS CARE INCLUDE BUT ARE NOT LIMITED TO: *CHILDREN'S HEALTH *UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER *COOK CHILDREN'S MEDICAL CENTER *COOK CHILDREN'S PEDIATRIC SPECIALTIES PROSPER *MEDICAL CITY CHILDREN'S HOSPITAL *BAYLOR INSTITUTE FOR IMMUNOLOGY RESEARCH *COMMUNITY RESOURCE COORDINATION GROUP
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 2 FACILITY , 2 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). IN ADDITION, SCOTTISH RITE COORDINATES WITH OUTSIDE VENDORS TO DELIVER DURABLE MEDICAL EQUIPMENT TO PATIENTS SUCH AS WHEELCHAIRS, WALKERS, CANES, CRUTCHES, BATHROOM EQUIPMENT, HOSPITAL BEDS AND PRESSURE RELIEF CUSHIONS. MEDICAL SUPPLIES USED FOR FEEDING, WOUND CARE, RESPIRATORY CARE AND/OR INCONTINENCE ARE ALSO ORDERED FOR FAMILIES USING OUTSIDE VENDORS. EXAMPLES OF THESE ORGANIZATIONS INCLUDE BUT ARE NOT LIMITED TO: *ALLUMED *HEALTHLINE MEDICAL, MEDCO *MEDICAL PLUS SUPPLY *SENDITO *AVEANNA *MAJORS MEDICAL SUPPLY *COOK CHILDREN'S HOME HEALTH SERVICES 2. YOUTH MENTAL HEALTH YOUTH MENTAL HEALTH REPRESENTS A SIGNIFICANT CONCERN ACROSS SCOTTISH RITE'S SERVICE AREA, CONSISTENTLY RANKING AMONG THE TOP HEALTH PRIORITIES IDENTIFIED BY BOTH COMMUNITY MEMBERS AND HEALTHCARE LEADERS. MULTIPLE DATA SOURCES CONFIRM THE PERCEPTION OF YOUTH MENTAL HEALTH AS A CRITICAL COMMUNITY HEALTH NEED, WITH EXTERNAL KEY LEADERS IDENTIFYING MENTAL HEALTH AS A MAJOR ISSUE AFFECTING PEDIATRIC POPULATIONS. STATEWIDE DATA REVEALS AN ALARMING SCOPE OF DEPRESSION, ANXIETY, AND SUICIDAL IDEATION AMONG TEXAS YOUTH, WITH RATES OF SUICIDAL CONSIDERATION AND PERSISTENT SADNESS IMPACTING YOUNG PEOPLE'S ABILITY TO ENGAGE IN NORMAL ACTIVITIES. THE PREVALENCE OF EMOTIONAL, BEHAVIORAL, AND DEVELOPMENTAL CONDITIONS AMONG CHILDREN HAS INCREASED SUBSTANTIALLY OVER RECENT YEARS, INDICATING A GROWING CRISIS THAT REQUIRES ATTENTION. COMMUNITY ENGAGEMENT REVEALED WIDESPREAD CONCERN REGARDING YOUTH MENTAL HEALTH ISSUES. FOCUS GROUP PARTICIPANTS NOTED MENTAL HEALTH CHALLENGES AS ONE OF THE MOST PREVALENT ISSUES AFFECTING CHILDREN IN THEIR COMMUNITIES, WITH THE TOPIC EMERGING IN ALL FOUR FOCUS GROUPS CONDUCTED THROUGH THE CHNA PROCESS. THESE PERCEPTIONS ARE SUPPORTED BY COMMUNITY ENGAGEMENT DATA AND LOCAL MENTAL HEALTH INDICATORS THAT MIRROR THESE CONCERNING STATEWIDE TRENDS. SOCIAL MEDIA AND TECHNOLOGY USE CONTRIBUTE TO MENTAL HEALTH CHALLENGES ACROSS ALL ECONOMIC LEVELS, CREATING CONTINUOUS OPPORTUNITIES FOR HARMFUL SOCIAL COMPARISON AND VALIDATION-SEEKING BEHAVIORS. FOCUS GROUP PARTICIPANTS NOTED HOW TECHNOLOGY WAS CHANGING CHILDHOOD EXPERIENCES AND AMPLIFYING EXISTING PRESSURES. SCREEN TIME DATA PROVIDES ADDITIONAL CONTEXT FOR UNDERSTANDING THESE IMPACTS. TEXAS STUDENTS SHOW CONCERNING LEVELS OF DAILY SCREEN TIME ACROSS ALL GRADE LEVELS, WITH SCREEN TIME INCREASING SIGNIFICANTLY AS STUDENTS ADVANCE THROUGH SCHOOL AND THE MAJORITY OF OLDER STUDENTS SPENDING EXTENSIVE TIME ON SCREENS OUTSIDE OF SCHOOL HOURS. THIS EXCESSIVE SCREEN TIME SERVES AS A CONTRIBUTING FACTOR TO MENTAL HEALTH CHALLENGES BY REDUCING FACE-TO-FACE SOCIAL INTERACTION AND INCREASING EXPOSURE TO POTENTIALLY HARMFUL CONTENT. THE IMPACT EXTENDS TO HEALTH BEHAVIORS, INCLUDING SLEEP, MOVEMENT AND EATING BEHAVIORS. COMMUNITY LEADERS SUGGESTED THAT TECHNOLOGY AND SOCIAL MEDIA LITERACY PROGRAMS FOR BOTH PARENTS AND CHILDREN COULD HELP MORE SAFELY NAVIGATE DIGITAL ENVIRONMENTS AND REDUCE TECHNOLOGY-RELATED MENTAL HEALTH IMPACTS. THE COVID-19 PANDEMIC'S LASTING IMPACT ON SOCIAL DEVELOPMENT HAS CREATED CHALLENGES FOR YOUNG PEOPLE'S ABILITY TO FORM MEANINGFUL PEER CONNECTIONS AND DEVELOP ESSENTIAL SOCIAL SKILLS. EXTERNAL KEY LEADERS NOTED CONCERNING PATTERNS IN SOCIAL SKILL DEVELOPMENT, PARTICULARLY AMONG CHILDREN WHO EXPERIENCED CRITICAL DEVELOPMENTAL PERIODS DURING ISOLATION. FOR CHILDREN WITH CHRONIC OR COMPLEX CONDITIONS SERVED BY SCOTTISH RITE, PEER SUPPORT CHALLENGES ARE PARTICULARLY PRONOUNCED. AS CHILDREN AGE, THE GAP BETWEEN THEIR EXPERIENCES AND THOSE OF THEIR PEERS OFTEN WIDENS, CREATING ISOLATION THAT COMPOUNDS MENTAL HEALTH CONCERNS. THE COMBINATION OF REDUCED FACE-TO-FACE SOCIAL INTERACTION, INCREASED SCREEN TIME, AND THE UNIQUE CHALLENGES OF MANAGING CHRONIC HEALTH CONDITIONS CREATES COMPLEX BARRIERS TO DEVELOPING HEALTHY PEER RELATIONSHIPS THAT ARE ESSENTIAL FOR EMOTIONAL WELLBEING. ADDITIONALLY, YOUTH WITH COMPLEX OR CHRONIC HEALTH CONDITIONS ARE ALSO AT INCREASED RISK FOR PEER VICTIMIZATION WHETHER IN PERSON OR ONLINE. DEPRESSION AND ANXIETY ARE PERCEIVED AS THE MOST PREVALENT MENTAL HEALTH CONCERNS AFFECTING CHILDREN AND ADOLESCENTS IN SCOTTISH RITE'S SERVICE AREA. THESE CONDITIONS OFTEN CO-OCCUR AND CREATE MAJOR BARRIERS TO CHILDREN'S OVERALL HEALTH, ACADEMIC SUCCESS, AND SOCIAL DEVELOPMENT. THE RELATIONSHIP BETWEEN CHRONIC PHYSICAL CONDITIONS AND MENTAL HEALTH EMERGED AS A PARTICULARLY RELEVANT CONCERN FOR SCOTTISH RITE'S PATIENT POPULATION. THE INTERSECTION OF CHRONIC ILLNESS AND MENTAL HEALTH CREATES CHALLENGES FOR CHILDREN WHO MAY APPEAR HEALTHY TO OTHERS. THIS 'INVISIBLE ILLNESS' PHENOMENON CREATES ADDITIONAL LAYERS OF STIGMA AND MISUNDERSTANDING. COMMUNITY MEMBERS ALSO NOTED PERSISTENT SOCIETAL ATTITUDES THAT DISMISS CHILDHOOD MENTAL HEALTH CONCERNS. THE YOUTH MENTAL HEALTH CRISIS IN SCOTTISH RITE'S SERVICE AREA DEMANDS URGENT, COMPREHENSIVE INTERVENTION FOCUSING ON DEPRESSION, ANXIETY, AND SUICIDE PREVENTION. WHILE MENTAL HEALTH CONCERNS AFFECT CHILDREN ACROSS ALL DEMOGRAPHIC GROUPS AND REPRESENT THE COMMUNITY'S TOP HEALTH PRIORITY, THE SPECIFIC CHALLENGES OF SOCIAL MEDIA IMPACTS, ACADEMIC PRESSURE AND SPORT-RELATED ANXIETY REQUIRE TARGETED APPROACHES. PARENTS AND COMMUNITY MEMBERS CONSISTENTLY SUGGESTED THAT CULTURAL ATTITUDES PRIORITIZE PERFORMANCE, BOTH ACADEMIC AND SPORTS BASED, OVER YOUTH WELLBEING. THE ALARMING STATEWIDE STATISTICS ON YOUTH SUICIDAL IDEATION AND PERSISTENT SADNESS UNDERSCORE THE CRITICAL NEED FOR IMMEDIATE ACTION. SCOTTISH RITE IS UNIQUELY POSITIONED TO ADVANCE INTEGRATED CARE APPROACHES THAT ADDRESS BOTH THE PHYSICAL AND PSYCHOLOGICAL ASPECTS OF PEDIATRIC HEALTH. FOR AN ORTHOPEDIC HOSPITAL, ADDRESSING MENTAL HEALTH CONCERNS IS ESSENTIAL NOT ONLY FOR COMMUNITY WELLBEING BUT ALSO FOR OPTIMAL TREATMENT OUTCOMES, AS PSYCHOLOGICAL FACTORS SIGNIFICANTLY IMPACT PAIN MANAGEMENT, RECOVERY PROCESSES, AND LONG TERM ORTHOPEDIC HEALTH. RESOURCES TO ADDRESS YOUTH MENTAL HEALTH OUR PSYCHOLOGY DEPARTMENT INCLUDES FORMALLY TRAINED AND LICENSED PEDIATRIC PSYCHOLOGISTS WHO ARE FOCUSED ON PROMOTING THE HEALTH AND WELL-BEING OF CHILDREN AND ADOLESCENTS WITH CHRONIC ILLNESSES OR COMPLEX MEDICAL CONDITIONS. OUR TEAM APPLIES THEIR TRAINING AS CLINICAL HEALTH PSYCHOLOGISTS TO THE PHYSICAL, SOCIAL AND EMOTIONAL NEEDS OF PEDIATRIC PATIENTS. DIRECT CLINICAL INPATIENT AND OUTPATIENT SERVICES ARE PROVIDED TO SCOTTISH RITE PATIENTS, ALONG WITH THEIR FAMILIES AND CAREGIVERS. WHILE OUR PSYCHOLOGISTS ARE PRIMARILY INVOLVED IN CLINICAL CARE, THEY ALSO CONTRIBUTE TO RESEARCH AND PROVIDE TRAINING TO FUTURE PEDIATRIC PSYCHOLOGISTS, MEDICAL TRAINEES AND ALLIED HEALTH PROFESSIONALS. WE ALSO HAVE A TEAM OF DEDICATED LICENSED CLINICAL SOCIAL WORKERS WHOSE PRIMARY ROLE IS MANAGING OUR SCREENING AND RESPONSE PROCESSES FOR PATIENTS AT RISK OF SELF-HARM. IN FY25, 29,961 ASK SUICIDE SCREENING QUESTIONNAIRES (ASQ) WERE COMPLETED BY OUR PATIENTS. WHEN A PATIENT IS SCREENED AND IDENTIFIED TO BE AT-RISK, THEY ARE CONNECTED TO APPROPRIATE RESOURCES FOR THEIR CLINICAL NEEDS. ADDITIONALLY, IN 2023, SCOTTISH RITE FOR CHILDREN BEGAN SCREENING TO IDENTIFY PATIENTS WITH SOCIAL DRIVERS OF HEALTH RISKS BY USING A 10-QUESTION SURVEY ACROSS FIVE DOMAINS (CAREGIVER EDUCATION AND WORK, FINANCIAL RESOURCE STRAIN, FOOD INSECURITY, HOUSING STABILITY AND TRANSPORTATION NEEDS). DURING FY2025, MORE THAN 32,000 PATIENTS WERE SCREENED, AND MORE THAN 700 REFERRALS WERE MADE TO THE SOCIAL SERVICES DEPARTMENT. FOR EACH REFERRAL, SOCIAL WORKERS EVALUATE THE PATIENT'S SITUATION AND DETERMINE WHAT RESOURCES ARE AVAILABLE TO REDUCE THE CHANCE OF THEIR HIGH-RISK SOCIAL DETERMINANT OF HEALTH IMPACTING THEIR HEALTH OUTCOMES. SCOTTISH RITE RECOGNIZES THAT BEING INVOLVED IN COMMUNITY BUILDING CAN SUPPORT THE MENTAL HEALTH OF OUR PATIENTS BY FOSTERING A SENSE OF BELONGING, SOCIAL CONNECTION, AND EMOTIONAL SUPPORT, WHICH CAN REDUCE FEELINGS OF ISOLATION AND PROMOTE RESILIENCE DURING ILLNESS OR TREATMENT. THE THERAPEUTIC RECREATION DEPARTMENT HELPS CHILDREN WHO HAVE A CHRONIC MEDICAL CONDITION OR A DISABILITY DEVELOP SKILLS AND KNOWLEDGE NEEDED TO BE INVOLVED IN RECREATION AND LEISURE ACTIVITIES. SCOTTISH RITE HOSTS SEVERAL PROGRAMS, CAMPS AND SUPPORT GROUPS THROUGHOUT THE YEAR, INCLUDING TENNIS ALL-STARS, LEARN TO GOLF, CAMP JOINT ADVENTURE, RITE MOVES, AND THE HAND IN HAND SUPPORT GROUP, DESIGNED TO EMPOWER PARTICIPANTS IN THE DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 3 FACILITY , 3 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). 3. INJURY PREVENTION NATIONALLY, MORE THAN 3.5 MILLION CHILDREN AGES 14 AND YOUNGER ARE INJURED ANNUALLY WHILE PLAYING SPORTS OR PARTICIPATING IN RECREATIONAL ACTIVITIES, WITH SPORTS REPRESENTING THE LEADING CAUSE OF INJURY IN YOUTH - ACCOUNTING FOR ALMOST ONE-THIRD OF ALL CHILDHOOD INJURIES. INJURY PREVENTION REPRESENTS A CRITICAL HEALTH PRIORITY IN SCOTTISH RITE'S SERVICE AREA, EMERGING AS THE SECOND-HIGHEST PRIORITY ISSUE IDENTIFIED THROUGH COMMUNITY ENGAGEMENT AND PRIORITIZATION PROCESSES. THE SIGNIFICANCE OF THIS ISSUE IS UNDERSCORED BY THE HIGH PREVALENCE OF SPORTS PARTICIPATION AMONG CHILDREN AND ADOLESCENTS IN THE REGION, CREATING BOTH MEANINGFUL OPPORTUNITIES FOR PREVENTION IMPACT AND URGENT NEED FOR INTERVENTION. PRIMARY DATA REVEALED THE SUBSTANTIAL SCOPE OF INJURY-RELATED CARE NEEDS, WITH SPORTS MEDICINE REPRESENTING A MAJOR CLINICAL SERVICE AREA AND STAFF REPORTING THAT ADDRESSING ACUTE INJURIES IS THE BIGGEST NEED, HIGHLIGHTING THE CENTRAL ROLE INJURY PREVENTION COULD PLAY IN IMPROVING COMMUNITY HEALTH OUTCOMES. BEYOND ACUTE SPORTS INJURIES, COMMUNITY ASSESSMENT DATA REVEALS GROWING CONCERNS ABOUT HOW EMERGING CHRONIC DISEASES IN PEDIATRIC POPULATIONS MAY INCREASE INJURY RISK AND COMPLICATE RECOVERY PROCESSES. THE INTERSECTION OF CHRONIC DISEASE AND INJURY PREVENTION CREATES COMPLEX CHALLENGES THAT REQUIRE COMPREHENSIVE APPROACHES. STATE DATA UNDERSCORES CONCERNING TRENDS IN CHILDHOOD OBESITY RATES, WHICH HAVE RISEN STEADILY OVER RECENT YEARS. SCOTTISH RITE'S SERVICE AREA MIRRORS THESE PATTERNS, WITH IMPLICATIONS FOR INJURY RISK AND RECOVERY AMONG YOUNG ATHLETES. PHYSICAL INACTIVITY REPRESENTS A KEY BARRIER TO WEIGHT MANAGEMENT AND OVERALL HEALTH AMONG TEXAS CHILDREN. COMMUNITY HEALTHCARE LEADERS DESCRIBED THE DIRECT ORTHOPEDIC IMPACTS THEY ARE OBSERVING IN PRACTICE. LEADERS DESCRIBED THE CORRELATION BETWEEN PEDIATRIC OBESITY AND LACK OF PHYSICAL ACTIVITY. BROADER PATTERNS HAVE BEEN ESTABLISHED WITH CHRONIC CONDITIONS AFFECTING YOUNG PEOPLE'S INJURY SUSCEPTIBILITY, HEALING CAPACITY, AND LONG-TERM PARTICIPATION IN PHYSICAL ACTIVITIES. THE CYCLE BETWEEN CHRONIC CONDITIONS, PHYSICAL INACTIVITY, AND INCREASED INJURY RISK CREATES COMPLEX CHALLENGES THAT REQUIRE COMPREHENSIVE PREVENTION APPROACHES. NATIONAL DATA REVEALS STRIKING GENDER DIFFERENCES IN SPORTS INJURY PATTERNS, PARTICULARLY FOR ACL INJURIES, WHICH REPRESENT ONE OF THE MOST SERIOUS CONCERNS IN YOUTH SPORTS. ACL INJURIES AMONG HIGH SCHOOL ATHLETES HAVE INCREASED 26% OVER THE PAST 15 YEARS (2007-2022), WITH THE CURRENT RATE AT 7.3 INJURIES PER 100,000 ATHLETE EXPOSURES. THE GENDER DISPARITY IS PARTICULARLY ALARMING: GIRLS' SPORTS HAVE EXPERIENCED A 32.3% INCREASE IN ACL INJURIES COMPARED TO 14.5% FOR BOYS' SPORTS, WITH GIRLS HAVING FOUR TIMES HIGHER ACL INJURY RATES THAN BOYS IN COMPARABLE SPORTS. THESE PATTERNS HIGHLIGHT THE CRITICAL NEED FOR GENDER-SPECIFIC INJURY PREVENTION STRATEGIES AND COACHING EDUCATION THAT ADDRESSES THE UNIQUE BIOMECHANICAL RISK FACTORS AFFECTING FEMALE ATHLETES. RESOURCES TO ADDRESS INJURY PREVENTION IN FY25, A MULTIDISCIPLINARY WORKGROUP WAS ESTABLISHED TO DEVELOP A COMPREHENSIVE INJURY PREVENTION PROGRAM IN RESPONSE TO A DEMONSTRATED COMMUNITY NEED TO REDUCE SPORTS-RELATED INJURIES AND PROMOTE LONG-TERM HEALTH AMONG YOUNG ATHLETES. THIS INITIATIVE BRINGS TOGETHER RESEARCHERS, PHYSICIANS, COACHES, ATHLETIC TRAINERS, OUTREACH PROFESSIONALS, AND ADMINISTRATIVE STAFF TO IMPLEMENT A COORDINATED, EVIDENCE-BASED APPROACH STRUCTURED AROUND THREE FUNCTIONAL COMPONENTS: RESEARCH, ATHLETE DEVELOPMENT AND OUTREACH. SPORTS-RELATED INJURIES IN YOUTH ATHLETES REPRESENT A SIGNIFICANT AND ONGOING COMMUNITY HEALTH CONCERN, WITH MANY INJURIES BEING PREVENTABLE THROUGH PROPER TRAINING, EARLY RISK IDENTIFICATION, AND ACCESS TO EVIDENCE-BASED RESOURCES. COMMUNITY PARTNERS INCLUDING SCHOOLS, COACHES, AND YOUTH SPORTS ORGANIZATIONS OFTEN FACE GAPS IN ACCESS TO STANDARDIZED INJURY PREVENTION PROGRAMMING, BIOMECHANICAL EXPERTISE, AND PRACTICAL TOOLS THAT CAN BE CONSISTENTLY IMPLEMENTED IN REAL-WORLD SETTINGS. ADDITIONALLY, VARIABILITY IN TRAINING PRACTICES AND LIMITED AWARENESS OF INJURY RISK FACTORS CAN INCREASE THE LIKELIHOOD OF OVERUSE INJURIES AND DELAYED RECOVERY. THIS PROGRAM IS DESIGNED TO ADDRESS THESE GAPS BY PROVIDING ACCESSIBLE, RESEARCH-DRIVEN SOLUTIONS THAT SUPPORT SAFE ATHLETIC PARTICIPATION AND PROMOTE LONG-TERM PHYSICAL HEALTH AMONG YOUTH ACROSS THE SERVICE AREA. RESEARCH IS LED BY THE MOVEMENT SCIENCE LABORATORY (MSL) AND SERVES AS THE SCIENTIFIC FOUNDATION OF THE PROGRAM. THE MSL CONDUCTS APPLIED SPORTS PERFORMANCE ASSESSMENTS AND INJURY PREVENTION RESEARCH USING ADVANCED 3D MOTION CAPTURE AND BIOMECHANICAL ANALYSIS TO EVALUATE MOVEMENT PATTERNS ASSOCIATED WITH INJURY RISK. IN FY2025, THE MSL COMPLETED 125 ATHLETE ASSESSMENTS, INCLUDING 111 PROVIDED AT NO COST, IMPROVING ACCESS TO SPECIALIZED EVALUATION SERVICES FOR YOUTH ATHLETES. RESEARCH ACTIVITIES INCLUDE BOTH INDIVIDUAL AND TEAM-BASED ASSESSMENTS, AS WELL AS SPORT-SPECIFIC STUDIES EXAMINING MOVEMENT MECHANICS, STRENGTH, COORDINATION, AND STABILITY. FINDINGS FROM THESE EFFORTS INFORM THE DEVELOPMENT AND ONGOING ANALYSIS OF EVIDENCE-BASED INJURY PREVENTION STRATEGIES. ATHLETE DEVELOPMENT SERVES AS THE PROGRAM'S IMPLEMENTATION STRATEGY, TRANSLATING RESEARCH FINDINGS INTO EVIDENCE-BASED PRACTICES THAT ARE ACCESSIBLE AND APPLICABLE ACROSS THE COMMUNITY. SCOTTISH RITE IS DEVELOPING AN ATHLETE DEVELOPMENT PROGRAM WHICH IS GROUNDED IN EVIDENCE AND IS DESIGNED TO SUPPORT INJURY PREVENTION. DATA COLLECTED THROUGH BIOMECHANICAL ANALYSIS AND ATHLETE ASSESSMENTS ARE USED TO DESIGN STRUCTURED WARM-UP ROUTINES, TRAINING PROTOCOLS, AND PERFORMANCE INTERVENTIONS THAT ARE ACCESSIBLE AND PRACTICAL FOR COMMUNITY USE. THESE OFFERINGS ARE DESIGNED FOR INTEGRATION INTO YOUTH SPORTS SETTINGS INCLUDING SCHOOLS, TEAMS, AND RECREATIONAL LEAGUES AND AIM TO IMPROVE STRENGTH, RESILIENCE, COORDINATION, AND OVERALL SPORTS PERFORMANCE WHILE REDUCING INJURY RISK. BY COMBINING INJURY PREVENTION STRATEGIES WITH SPORTS PERFORMANCE, THIS COMPONENT INCREASES COMMUNITY ACCESS AND INTEREST TO SCIENCE-BASED TRAINING RESOURCES AND SUPPORTS SAFER ATHLETIC PARTICIPATION. OUTREACH FOCUSES ON COMMUNITY ENGAGEMENT, EDUCATION, AND EQUITABLE ACCESS TO INJURY PREVENTION RESOURCES. THE SPORTS MEDICINE OUTREACH TEAM ACTIVELY COLLABORATES WITH COMMUNITY STAKEHOLDERS INCLUDING SCHOOLS, COACHES, ATHLETIC TRAINERS, YOUTH SPORTS ORGANIZATIONS, AND PARTNERS SUCH AS THE YMCA TO ASSESS LOCAL NEEDS AND TAILOR PROGRAMMING ACCORDINGLY. OUTREACH EFFORTS EMPHASIZE EXPANDING EDUCATIONAL ACCESS BY NOT ONLY SHARING EVIDENCE-BASED INFORMATION BUT TRULY DISSEMINATING IT IN WAYS THAT ARE CLEAR, PRACTICAL AND ACTIONABLE FOR COMMUNITY MEMBERS. THIS INCLUDES INJURY PREVENTION WORKSHOPS, ON-SITE SCREENINGS, EDUCATIONAL PRESENTATIONS, AND IMPLEMENTATION SUPPORT FOR COMMUNITY-BASED PROGRAMS. THESE INITIATIVES ARE DESIGNED TO EQUIP ATHLETES, PARENTS, COACHES, AND EDUCATORS WITH THE KNOWLEDGE AND TOOLS NEEDED TO RECOGNIZE INJURY RISK, IMPLEMENT SAFE TRAINING PRACTICES, AND INTEGRATE PREVENTION STRATEGIES INTO DAILY ATHLETIC ACTIVITIES. THE TEAM WORKS DIRECTLY WITH PARTNERS TO SUPPORT ADOPTION AND IMPLEMENTATION IN THEIR UNIQUE SETTINGS, REDUCING BARRIERS TO ACCESS AND ENSURING RESOURCES ARE BOTH PRACTICAL AND SUSTAINABLE WITHIN THE COMMUNITY. IN ADDITION, THE ORGANIZATION ANNUALLY HOSTS A BIKE RODEO AND CHILD SAFETY DAY, WHICH IS HELD AT NO CHARGE TO PARTICIPANTS AND IS FOCUSED ON SAFETY EDUCATION AND INJURY PREVENTION. SCOTTISH RITE REGULARLY ENGAGES WITH THE COMMUNITY, EDUCATION YOUNG ATHLETES, PARENTS, COACHES AND SCHOOL DISTRICTS ABOUT SPORTS SAFETY, INJURY PREVENTION AND CONCUSSION MANAGEMENT AT HEALTH FAIRS AND COACHING CLINICS. BY INTEGRATING RESEARCH, PRACTICAL APPLICATION, AND COMMUNITY ENGAGEMENT, THE INJURY PREVENTION PROGRAM AIMS TO REDUCE THE INCIDENCE OF SPORTS-RELATED INJURIES, EXPAND ACCESS TO PREVENTIVE SERVICES, AND SUPPORT THE LONG-TERM HEALTH AND WELL-BEING OF YOUNG ATHLETES ACROSS THE SERVICE AREA.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 4 FACILITY , 4 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). OTHER BENEFITS: IN ADDITION TO ITS CORE ORTHOPEDIC SERVICES AND ADDRESSING THE NEEDS ARTICULATED, SCOTTISH RITE PROVIDES A NUMBER OF OTHER SERVICES TO THE COMMUNITY AS DESCRIBED BELOW: FRACTURE CLINIC: THE FRACTURE CLINIC SPECIALIZES IN THE DIAGNOSIS, MANAGEMENT AND TREATMENT OF NEW FRACTURES. THE CLINIC PROVIDES INCREASED ACCESS WITHSAME-DAY OR NEXT-DAY APPOINTMENTS. IN FY 2025, THERE WERE MORE THAN 14,900 OUTPATIENT CLINIC VISITS. NEUROLOGY AND REHABILITATION MEDICINE: THE NEUROLOGY AND REHABILITATION MEDICINE DEPARTMENT AT SCOTTISH RITE PROVIDES CARE FOR ORTHOPEDIC PATIENTS WHO ALSO HAVE RELATED NEUROLOGICAL DISORDERS AND NEUROMUSCULAR DISEASES, SUCH AS DEVELOPMENTAL DELAY, CEREBRAL PALSY, BRAIN MALFORMATIONS, EPILEPSY AND OTHER CONDITIONS DUE TO BRAIN, SPINAL CORD AND PERIPHERAL NERVE ABNORMALITIES. THE INSTITUTION HAS SPECIALIZED CLINICS TAILORED TO THE SPECIFIC NEEDS OF CHILDREN WITH THESE NEUROLOGICAL CONDITIONS. IN FY2025, THERE WERE MORE THAN 3,000 OUTPATIENT CLINIC VISITS. PEDIATRIC DEVELOPMENTAL DISABILITIES: THE PEDIATRIC DEVELOPMENTAL DISABILITIES DEPARTMENT AT SCOTTISH RITE PROVIDES CARE FOR PATIENTS WHOSE ORTHOPEDIC PROBLEMS ARE ACCOMPANIED BY OTHER PEDIATRIC MEDICAL CONDITIONS. DEVELOPMENTAL DISABILITIES IS A BROAD TERM USED TO DESCRIBE A VARIETY OF CONDITIONS THAT CHILDREN ARE BORN WITH OR ACQUIRE. CHILDREN WITH DEVELOPMENTAL DISABILITIES OFTEN HAVE PHYSICAL, SOCIAL, LEARNING OR BEHAVIORAL CHALLENGES. SOME OF THE PEDIATRIC DEVELOPMENTAL DISABILITIES ASSOCIATED WITH ORTHOPEDIC CONDITIONS INCLUDE SPINA BIFIDA, CEREBRAL PALSY (LIMITED TO RELATED ORTHOPEDIC CONDITIONS) AND CERTAIN GENETIC CONDITIONS WITH ORTHOPEDIC COMPLICATIONS. THE DEPARTMENT TAKES AN INTERDISCIPLINARY APPROACH TO PROVIDING THE BEST POSSIBLE PATIENT-CENTERED CARE FOR THESE CHILDREN. THE STAFF INCLUDES PHYSICIANS WHOSE SUB-SPECIALTY IS NEURO-DEVELOPMENTAL DISABILITIES, DIETICIANS, PHYSICAL, OCCUPATIONAL, THERAPEUTIC AND RESPIRATORY THERAPISTS AND NURSE PRACTITIONERS. IN ADDITION TO WORKING WITH THE CHILD, THE DEPARTMENT FOCUSES ON TEACHING FAMILY MEMBERS ABOUT THE CONDITION AND HOW THEY CAN HELP THE CHILD ATTAIN OPTIMAL PHYSICAL, MENTAL AND SOCIAL HEALTH. IN FY2025, THERE WERE MORE THAN 3,100 OUTPATIENT CLINIC VISITS. ORTHOTICS AND PROSTHETICS: THE ORTHOTICS AND PROSTHETICS (O&P) DEPARTMENT AT SCOTTISH RITE PROVIDES STATE-OF-THE-ART, CUSTOM-MADE ORTHOSES AND PROSTHESES FOR PATIENTS WITH SPECIAL ORTHOPEDIC NEEDS. THE ORTHOTISTS AND PROSTHETISTS PROVIDE COMPREHENSIVE CARE THROUGH CONSULTATIONS, MEASURING, CASTING AND MOLDING, FITTING, ALIGNMENT, FABRICATION AND FOLLOW UP VISITS AT THE DALLAS AND FRISCO CAMPUSES. SINCE THE O&P TEAM IS ONSITE, THEY HAVE THE ABILITY TO COLLABORATE WITH DOCTORS, THERAPISTS AND OTHER MEDICAL STAFF DURING THE CHILD'S VISITS. IN OPERATION FOR MORE THAN 40 YEARS, DURING FY2025, THE SCOTTISH RITE O&P DEPARTMENT FITTED MORE THAN 7,300 PROSTHETIC AND ORTHOTIC DEVICES. PSYCHOLOGY: THE PSYCHOLOGY DEPARTMENT IS COMPRISED OF PEDIATRIC PSYCHOLOGISTS AND FELLOWS WHO HAVE EXPERTISE IN WORKING WITH CHILDREN WITH COMPLEX MEDICAL CONDITIONS, INJURIES AND REHABILITATION. PSYCHOLOGY PROVIDES QUALITY PSYCHOLOGICAL INTERVENTION AND CONSULTATION, IN COLLABORATION WITH THE MEDICAL TEAM, TO IMPROVE PATIENT CARE FOR CHILDREN AND ADOLESCENTS WITH HEALTH-RELATED CONDITIONS AND SPORT INJURIES. PSYCHOLOGISTS WORK SIDE-BY-SIDE WITH WORLD-RENOWNED PEDIATRIC ORTHOPEDIC SURGEONS, SPORTS MEDICINE PHYSICIANS AND OTHER CLINICAL TEAM MEMBERS TO PROVIDE CARE FOR THE WHOLE CHILD. PSYCHOLOGISTS COORDINATE AND PARTICIPATE IN INTERDISCIPLINARY HEALTH CARE, RELATED TEAMS, COMMITTEES AND RESEARCH. DIRECT SERVICES ARE PROVIDED TO SCOTTISH RITE PATIENTS, THEIR FAMILIES AND CAREGIVERS ON AN INPATIENT AND OUTPATIENT BASIS, AND IN FY2025, THERE WERE MORE THAN 2,000 PATIENT VISITS. DENTAL: ORAL HEALTH IS AN IMPORTANT PART OF OVERALL HEALTH CARE THAT CAN AFFECT PATIENT OUTCOMES. MANY CHILDREN AT SCOTTISH RITE ARE MEDICALLY COMPLEX AND ARE NOT ABLE TO RECEIVE DENTAL CARE IN A PRIVATE PRACTICE SETTING. THE SCOTTISH RITE DENTAL CLINIC HAS A HIGHLY SPECIALIZED STAFF THAT ARE TRAINED IN THE CARE OF SPECIAL NEEDS CHILDREN. THE DENTAL CLINIC AT SCOTTISH RITE PROVIDES THIS BENEFIT TO ENSURE THE BEST CLINICAL OUTCOMES FOR OUR PATIENTS. IN FY2025, THE DENTAL CLINIC HAD APPROXIMATELY 2,700 VISITS. RHEUMATOLOGY: RHEUMATOLOGY IS DEVOTED TO THE DIAGNOSIS AND THERAPY OF RHEUMATIC DISEASES. RHEUMATOLOGISTS DEAL MAINLY WITH CLINICAL PROBLEMS INVOLVING JOINTS, SOFT TISSUES, AUTOIMMUNE DISEASES, VASCULITIS AND HERITABLE CONNECTIVE TISSUE DISORDERS. MANY OF THESE DISEASES ARE NOW KNOWN TO BE DISORDERS OF THE IMMUNE SYSTEM, AND RHEUMATOLOGY IS INCREASINGLY THE STUDY OF IMMUNOLOGY. ARTHRITIS, WHICH MEANS INFLAMMATION OF A JOINT (WHERE TWO OR MORE BONES MEET), ACTUALLY REFERS TO MORE THAN 100 DIFFERENT CONDITIONS THAT ALL FALL INTO THE CATEGORY OF RHEUMATOLOGY. ARTHRITIS AND OTHER RHEUMATIC CONDITIONS ARE DIAGNOSED BY STIFFNESS, SWELLING, PAIN AND LIMITED MOVEMENT IN JOINTS AND OTHER SUPPORTING BODY STRUCTURES, SUCH AS MUSCLES, TENDONS, LIGAMENTS, CONNECTIVE TISSUES AND BONES. SCOTTISH RITE'S RHEUMATOLOGY CLINIC TREATS CHILDREN WITH CONDITIONS THAT CAN CAUSE INFLAMMATION IN MANY DIFFERENT PARTS OF THE BODY. IN FY2025, THERE WERE MORE THAN 4,600 PATIENT VISITS. DYSLEXIA AND LEARNING DISORDERS: SCOTTISH RITE PROVIDES A VARIETY OF SERVICES TO CHILDREN BETWEEN THE AGES OF 5 AND 14 IN ITS LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS (CENTER FOR DYSLEXIA). SERVICES INCLUDE EVALUATION AND DIAGNOSIS FOR CHILDREN WITH ACADEMIC LEARNING DISORDERS, DYSLEXIA INTERVENTION FOR STUDENTS, DEVELOPMENT OF DYSLEXIA INTERVENTIONS, DYSLEXIA THERAPIST TRAINING, EDUCATIONAL OUTREACH AND RELATED RESEARCH. THE CENTER FOR DYSLEXIA OFFERS HIGH-QUALITY, COMPREHENSIVE DIAGNOSTIC PSYCHOEDUCATIONAL EVALUATIONS AT A PRICE ACCESSIBLE TO FAMILIES OF ALL SOCIOECONOMIC LEVELS, INCLUDING THOSE WHO WOULD NOT BE ABLE TO AFFORD AN EVALUATION OTHERWISE. IN FY2025, THERE WERE MORE THAN 573 PATIENT EVALUATIONS OUT OF MORE THAN 1,200 TOTAL CLINIC VISITS. THE CENTER FOR DYSLEXIA, ACCREDITED BY THE INTERNATIONAL MULTISENSORY STRUCTURED LANGUAGE EDUCATIONAL COUNCIL (IMSLEC), OFFERS CERTIFIED TEXAS PUBLIC SCHOOL EDUCATORS TRAINING THAT RAISES THEIR EXPERTISE AND SKILLS TO THE HIGHEST LEVEL, A DYSLEXIA THERAPIST. THE TWO-YEAR COMPREHENSIVE TRAINING PROGRAM INSTRUCTS THE EDUCATOR IN THE ADVANCED USE OF PROVEN INTERVENTION TECHNIQUES AND QUALIFIES THEM TO USE THE RESEARCH-VALIDATED PROGRAM DEVELOPED IN THE CENTER FOR DYSLEXIA AND PUBLISHED AS TAKE FLIGHT: A COMPREHENSIVE INTERVENTION FOR STUDENTS WITH DYSLEXIA (TAKE FLIGHT). THE CENTER FOR DYSLEXIA HAS CONTINUED TO INCREASE THE NUMBER OF STUDENTS WITH ACCESS TO EFFECTIVE INTERVENTIONS. THE TAKE FLIGHT PROGRAM IS WELL-SUITED FOR STUDENTS WITH DYSLEXIA IN SECOND GRADE AND UP. SINCE 2020, THE CENTER HAS EXPANDED THE AGE RANGE SERVED FROM EARLY ELEMENTARY (BUILD: A K-1 EARLY READING INTERVENTION) THROUGH HIGH SCHOOL (JET: A FAST-PACED READING INTERVENTION). FURTHERMORE, INNOVATIVE TECHNOLOGY DEVELOPED IN COLLABORATION WITH THE UNIVERSITY OF TEXAS AT DALLAS, MAKES IT POSSIBLE FOR MANY MORE EDUCATORS TO TEACH MANY MORE STUDENTS USING OUR COMPREHENSIVE BRIDGES: A DYSLEXIA INTERVENTION CONNECTING TEACHER, AVATAR & STUDENT (BRIDGES) PROGRAM THAT HAS RESEARCH-VALIDATED EFFECTIVENESS FOR STUDENTS WHO DO NOT NEED A FULL DYSLEXIA INTERVENTION, RIGHT FLIGHT: A READING RATE/COMPREHENSION PROGRAM SUPPORTS CHILDREN IN FIRST THROUGH EIGHTH GRADES AS A TIER II INTERVENTION. OUR NEWEST EXPANSION, WRITE IDEA: A DYSGRAPHIA AND WRITTEN EXPRESSION INTERVENTION ADDRESSES THE PREVIOUSLY UNMET SPECIFIC NEEDS OF STUDENTS WITH THE WRITING DISORDER DYSGRAPHIA. THE CENTER FOR DYSLEXIA'S OUTREACH SERVICE ALLOWS THE ORGANIZATION CURRENTLY HELPS THOUSANDS OF STUDENTS THROUGH SUPPORT SERVICES FOR PARENTS AND EDUCATORS AND CONTINUES TO INCREASE THE NUMBER OF STUDENTS IMPACTED. IT OFFERS CONSULTATION AND TRAINING TO SCHOOLS, PRIMARILY PUBLIC SCHOOLS, IN THE IDENTIFICATION AND TREATMENT OF DYSLEXIA USING THE INTERVENTION PROGRAMS DEVELOPED IN THE CENTER FOR DYSLEXIA. RIGOROUS SCIENTIFIC RESEARCH, AUTHORIZED UNDER THE INTERNAL REVIEW BOARD (IRB) OF UTSW, FROM THE CENTER FOR DYSLEXIA FOCUSES ON VERIFYING EFFECTIVENESS OF TREATMENTS FOR STUDENTS WITH DYSLEXIA AND LEARNING DISORDERS. RECENT RESEARCH, PUBLISHED IN PEER-REVIEWED JOURNALS, HAS VALIDATED EFFECTIVENESS OF THE TAKE FLIGHT AND BRIDGES PROGRAMS WHEN USED BY EDUCATORS IN PUBLIC SCHOOLS.
SCHEDULE H, PART V, SECTION B, LINE 11 FACILITY , 5 FACILITY , 5 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (CONTINUED). PHYSICAL AND OCCUPATIONAL THERAPY: THE PHYSICAL THERAPY DEPARTMENT AT SCOTTISH RITE WORKS WITH PATIENTS TO HELP THEM DEVELOP OR MAINTAIN MAXIMUM MOVEMENT AND ABILITY. PHYSICAL THERAPISTS PERFORM VARIOUS TESTS TO DETERMINE THE PATIENT'S RANGE OF MOTION AND MUSCLE STRENGTH AND MAKE RECOMMENDATIONS FOR WALKERS, CRUTCHES AND OTHER DURABLE MEDICAL EQUIPMENT BEST SUITED TO THE CHILD'S NEEDS. SCOTTISH RITE'S OCCUPATIONAL THERAPY DEPARTMENT TEACHES PATIENTS TO USE SPECIALIZED EQUIPMENT AND USE THEIR BODIES IN NEW WAYS THAT WILL HELP THEM WITH ACTIVITIES OF DAILY LIVING, SUCH AS EATING AND DRESSING ON THEIR OWN. PATIENTS LEARN SKILLS THAT WILL HELP THEM GAIN INDEPENDENCE AND PREPARE FOR LIVING INDEPENDENTLY AS AN ADULT. OCCUPATIONAL THERAPISTS ALSO ASSESS PATIENT DEVELOPMENT AND EVALUATE MOTOR SKILLS, PERSONAL AND SOCIAL INTERACTION AND LANGUAGE ABILITIES AND MAKE RECOMMENDATIONS FOR WHEELCHAIRS. IN FY2025, THERE WERE MORE THAN 51,000 PHYSICAL AND OCCUPATIONAL THERAPY CLINIC VISITS. LODGING: MANY FAMILIES TRAVEL FROM OUTSIDE THE LOCAL AREA FOR TREATMENT AT SCOTTISH RITE. SOCIAL WORKERS REFER FAMILIES TO THE RONALD MCDONALD HOUSE OF DALLAS (RMHD), WHICH PROVIDES LODGING, MEALS AND TRANSPORTATION AT VERY LITTLE TO NO COST TO PATIENT FAMILIES. WHEN RMH DOES NOT HAVE A VACANCY, SOCIAL WORKERS PROVIDE A LIST OF OTHER HOTELS IN THE VICINITY WHERE FAMILIES MAY CHOOSE TO STAY. FAMILIES WITH MEDICAID MAY BE REIMBURSED BY MEDICAID FOR LODGING IN MANY SITUATIONS. THE WEBSITE HAS AN EXTENSIVE LIST OF HOTELS IN THE AREA. SOCIAL WORKERS ALSO HELP NAVIGATE OTHER LODGING ASSISTANCE OPTIONS AS AVAILABLE. RESOURCES TO ADDRESS CHILD HEALTH STATUS: SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE WITH THE SERVICES LISTED BELOW AS ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR PROVIDER(S) FROM A LIST OF OPTIONS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING SOURCE: - DURABLE MEDICAL EQUIPMENT - HOME HEALTH SERVICES - MEDICAL SUPPLIES - MENTAL HEALTH SERVICES - OUTPATIENT PHYSICAL REHABILITATION - TESTING AND SPECIALISTS - WEIGHT MANAGEMENT SCOTTISH RITE HELPS TO TRANSITION PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. A GROUP OF SCOTTISH RITE SOCIAL WORKERS, NURSES, ADMINISTRATORS AND MEDICAL STAFF WORK TO TRANSITION SCOTTISH RITE PATIENTS TO ENSURE THAT ALL PATIENTS NEEDING ADDITIONAL COORDINATION AS THEY MOVE FROM PEDIATRIC TO ADULT CARE RECEIVE THE NECESSARY ASSISTANCE. NEEDS NOT ADDRESSED IN THE CHNA: SOME ISSUES IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT HAVE NOT BEEN ADDRESSED IN THIS PLAN. SCOTTISH RITE CONSIDERED THE LEVELS TO WHICH SOME NEEDS WERE ALREADY BEING ADDRESSED IN THE SERVICE AREA. ADDITIONALLY, SOME COMMUNITY NEEDS FALL OUTSIDE THE SCOPE OF EXPERTISE AND RESOURCES OF THE ORGANIZATION AS A PEDIATRIC ORTHOPEDIC HOSPITAL AND AMBULATORY SURGICAL CENTER.
SCHEDULE H, PART V, SECTION B, LINE 20 FACILITY , 1 FACILITY , 1 - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN. NEITHER THE ORGANIZATION NOR ANY AUTHORIZED THIRD PARTY PERFORMED ANY OF THE ACTIONS SET FORTH IN LINE 19 (A-E).
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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 		ORTHOPEDIC AND SPORTS MEDICINE CENTER
2 SCOTTISH RITE FOR CHILDREN
3800 GAYLORD PARKWAY SUITE 850
FRISCO,TX75034 		PHYSICAL THERAPY OUTPATIENT CLINIC
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
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) FAMILY RESOURCE CENTER: SCOTTISH RITE IS FORTUNATE TO HAVE THE CHRISTI CARTER URSCHEL FAMILY RESOURCE CENTER, THE MISSION OF WHICH IS TO PROVIDE HEALTH INFORMATION AND SUPPORT RESOURCES TO PATIENTS AND FAMILIES IN ORDER TO HELP THEM MAKE INFORMED HEALTH CARE DECISIONS AND IMPROVE THEIR QUALITY OF LIFE. SCOTTISH RITE UNDERSTANDS THAT FAMILIES WHOSE CHILDREN ARE DIAGNOSED WITH MEDICAL CONDITIONS HAVE MANY QUESTIONS, AND THE FAMILY RESOURCE CENTER CAN HELP OUR PATIENTS AND FAMILIES FIND ANSWERS. A MEDICAL LIBRARIAN AND A LICENSED SOCIAL WORKER ARE AVAILABLE TO HELP PATIENTS AND FAMILIES LOCATE INFORMATION AND RESOURCES. STAFF MEMBERS CAN ALSO ANSWER QUESTIONS ABOUT COMMUNITY SUPPORT GROUPS AND EXTERNAL AGENCIES. TWO COMPUTERS WITH INTERNET ACCESS ARE AVAILABLE TO SUPPORT THEIR SEARCH. THE CENTER SERVES AN AVERAGE OF 1663 FAMILIES ANNUALLY. THIS RESOURCE IS AVAILABLE TO THE COMMUNITY, EVEN THOSE WHO ARE NOT PATIENTS AT SCOTTISH RITE. ANYONE WHO CONTACTS SCOTTISH RITE WITH QUESTIONS ABOUT SERVICES OR CARE THAT IS NOT PROVIDED AT SCOTTISH RITE CAN BE CONNECTED TO THE FAMILY RESOURCE CENTER. THE FULL-TIME SOCIAL WORKER WORKS DIRECTLY WITH THEM TO RESEARCH AND HELP ACCESS RESOURCES OR CARE THAT IS SUITED TO THEIR NEEDS. THOSE SERVED BY THE CENTER INCLUDE CHILDREN AND ADULTS IN THE LOCAL, NATIONAL AND INTERNATIONAL COMMUNITY, FORMER PATIENTS NEEDING HELP TO NAVIGATE CARE AFTER LEAVING SCOTTISH RITE'S CARE, LOCAL SCHOOL NURSES AND OTHER ORGANIZATIONS LOOKING TO CONNECT WITH HEALTH CARE AND OTHER RELATED RESOURCES. FOR PATIENTS AND FAMILIES WHO OPT-IN BY COMPLETING THE AUTHORIZATION FORM, THE FAMILY RESOURCE CENTER LIBRARIAN COORDINATES PEER SUPPORT PROGRAMS. FAMILIES CAN CONNECT WITH EACH OTHER FOR SUPPORT WHEN FACING A NEW OR COMPLEX DIAGNOSIS OR PROCEDURE. THE FAMILY RESOURCE CENTER SOCIAL WORKER REPRESENTS SCOTTISH RITE TO MULTIPLE COMMUNITY GROUPS AND ORGANIZATIONS TO SHARE THE CARE AND RESOURCES AVAILABLE AT SCOTTISH RITE INCLUDING THE COMMITMENT TO CARE FOR EVERY CHILD REGARDLESS OF A FAMILY'S ABILITY TO PAY. THESE ORGANIZATIONS INCLUDE MONTHLY MEETINGS OF THE DALLAS COUNTY COMMUNITY RESOURCE COORDINATION GROUP (CRCG), AN ANNUAL MEETING OF THE TEXAS EDUCATION ASSOCIATION REGION 10, THE SPINA BIFIDA ASSOCIATION OF NORTH TEXAS, AND OTHERS BY INVITATION. IN ADDITION, THE FAMILY RESOURCE CENTER SOCIAL WORKER SERVES AS A COMMUNITY RESOURCE TO LOCAL ORGANIZATIONS SEEKING OUTSIDE SERVICES AND SUPPORTS FOR THEIR CONSUMERS. THESE ORGANIZATIONS HAVE INCLUDED HEALTHCARE PROVIDERS, MENTAL HEALTH AGENCIES, CHURCHES, SCHOOLS AND OTHER NON-PROFITS. CHILD LIFE: CHILD LIFE SPECIALISTS FOCUS ON EACH PATIENT AND THEIR FAMILY'S SPECIFIC NEEDS BY PROMOTING OPTIMAL PSYCHOSOCIAL DEVELOPMENT AND EDUCATIONAL NEEDS OF CHILDREN AND TEENAGERS TO HELP REDUCE FEAR AND PROMOTE COPING DURING THEIR VISIT. THEY PROVIDE SERVICES, SUCH AS PREPARATION AND SUPPORT FOR MEDICAL PROCEDURES, EDUCATION ABOUT DIAGNOSIS, COPING TECHNIQUES TO USE DURING MEDICAL EXPERIENCES, ENGAGEMENT IN MEDICAL PLAY, OUTLETS FOR SELF-EXPRESSION AND SUPPORT FOR SIBLINGS. THE DALLAS CAMPUS WELCOMED A FACILITY DOG IN 2025 SERVING ALONGSIDE CHILD LIFE SPECIALISTS. FACILITY DOG INTERVENTION WITH PATIENTS PROMOTES POSITIVE COPING AND DECREASES THE CHANCE OF MEDICAL-RELATED TRAUMA. IN FY2025, CHILD LIFE SERVICES HAD A TOTAL OF 9,175 PATIENT ENCOUNTERS AND SERVED 7,787 UNIQUE PATIENTS. FAMILY SERVICES: THE FAMILY SERVICES DEPARTMENT SERVES AS A SUPPORT CENTER FOR PATIENTS AND THEIR FAMILIES WHILE THEY ARE RECEIVING TREATMENT AT SCOTTISH RITE. FAMILY SERVICES INCLUDES THESE AREAS: MEDICAL SOCIAL WORK FOR RESOURCES AND REFERRALS; LANGUAGE INTERPRETATION AND TRANSLATION SERVICES; AND COORDINATION OF OFF-SITE MEDICAL SERVICES. IN FY2025, THERE WERE MORE THAN 42,733 CALLS AND VISITS PROVIDED, REPRESENTING 35,019 FROM THE DALLAS CAMPUS AND 7,714 FROM THE FRISCO CAMPUS. THIS INCLUDES SOCIAL WORK, LANGUAGE SERVICES AND MEDICAL CONSULT COORDINATORS. RESOURCES TO ADDRESS CHILD HEALTH STATUS: SOCIAL WORKERS AND MEDICAL CONSULT COORDINATORS HELP FAMILIES ARRANGE TO RECEIVE FOLLOW-UP CARE FOR THE SERVICES ORDERED BY THE MEDICAL STAFF. PATIENT FAMILIES CHOOSE THEIR PROVIDER(S) FROM A LIST OF OPTIONS PROVIDED BY SOCIAL WORKERS BASED ON LOCATION AND THE PATIENT'S FUNDING SOURCE. THESE SERVICES INCLUDE WEIGHT MANAGEMENT, OUTPATIENT PHYSICAL REHAB, HOME HEALTH SERVICES, DURABLE MEDICAL EQUIPMENT, MEDICAL SUPPLIES, TESTING AND SPECIALISTS AND MENTAL HEALTH. SCOTTISH RITE'S PATIENT EDUCATION IS CREATED AND MAINTAINED BY AN INTERDISCIPLINARY TEAM OF PHYSICIANS, NURSES AND ANCILLARY SERVICES THROUGHOUT THE ORGANIZATION. THE GUIDING PRINCIPLE IS BASED ON HEALTH LITERACY UNIVERSAL PRECAUTIONS, WHICH MEANS TREATING ALL PATIENTS IF THEY ARE AT RISK OF NOT UNDERSTANDING HEALTH INFORMATION. THIS APPROACH ACKNOWLEDGES THAT HEALTH CARE PROVIDERS CANNOT ACCURATELY IDENTIFY WHO UNDERSTANDS AND WHO DOES NOT; THAT HEALTH LITERACY IS SITUATIONAL AND CAN BE IMPACTED WHEN INDIVIDUALS OR THEIR CHILDREN ARE SICK, FRIGHTENED OR IN PAIN; AND THAT EVERY INDIVIDUAL BENEFITS FROM CLEAR, ACTIONABLE INFORMATION. THIS ROBUST LIBRARY OF MATERIALS INCLUDES EDUCATIONAL PIECES ABOUT SPECIFIC SURGERIES, CONDITIONS AND MEDICAL PROCESSES, ALONG WITH MORE GENERAL AND BASIC HEALTH EDUCATION. AVAILABLE IN BOTH ENGLISH AND SPANISH, MORE THAN 900 PIECES OF EDUCATION ARE AVAILABLE FOR STAFF USE TO PROVIDE TO PATIENTS AND FAMILIES. THE MATERIAL IS WRITTEN BY SCOTTISH RITE STAFF AND MANAGED BY THE PATIENT EDUCATION COMMITTEE, WITH OVERSIGHT BY THE PATIENT EDUCATION ADVISORY BOARD. RESOURCES TO ADDRESS COORDINATION OF CARE: IN ADDITION TO THE RESOURCES DESCRIBED ABOVE, THE SCOTTISH RITE SOCIAL WORK TEAM MAINTAINS INFORMATION REGARDING ADDITIONAL RESOURCES TO ASSIST IN THE COORDINATION OF CARE. THIS INCLUDES MAINTAINING INFORMATION FOR THIRD-PARTY SERVICES, SUCH AS - DURABLE MEDICAL EQUIPMENT, MEDICAL SUPPLIES, CUSTOM EQUIPMENT - HOME NURSING SERVICES AND SPECIALTY THERAPIES (EXAMPLES: AQUATIC, EQUESTRIAN THERAPY) - NUTRITION SUPPLIES - OUTPATIENT AND INPATIENT BEHAVIORAL HEALTH RESOURCES, SOCIAL SKILLS TRAINING AND PSYCHIATRY. THE SOCIAL WORK TEAM IS ABLE TO ASSIST IN THE COORDINATION OF CARE, IDENTIFYING RESOURCES BY THE SERVICE NEEDED, COUNTIES SERVED AND INSURANCE ACCEPTED. OTHER COORDINATION EFFORTS INCLUDE SOCIAL WORK RESPONSE TO TRANSITION PLANNING, SCHOOL ACCOMMODATIONS, ACCESS TO HEALTH CARE, PSYCHOSOCIAL SUPPORT AND PARENT ADVOCACY. SCOTTISH RITE TRANSITIONS PATIENTS TO ADULT PROVIDERS AS THEY APPROACH THE AGE OF 18. CATEGORIES OF CARE THAT STAFF HELPS TRANSITION PATIENTS TO ADULT CARE INCLUDE LEGAL AND GUARDIANSHIP, PRIMARY AND SPECIALTY CARE, FUNDING, EDUCATION AND/OR VOCATIONAL PROGRAMS. MEDICAID TRANSPORTATION: SOCIAL WORKERS IN THE SCOTTISH RITE FAMILY SERVICES DEPARTMENT ARE AVAILABLE TO HELP FAMILIES UNDERSTAND AND NAVIGATE THE PROCESSES FOR MEDICAID TRANSPORTATION ASSISTANCE, LODGING AND MEALS WHEN ELIGIBLE FOR THESE SERVICES. SOUTHWEST AIRLINES TICKET VOUCHERS: SCOTTISH RITE SOCIAL WORKERS ARE ABLE TO FACILITATE AIRLINE TICKETS FROM SOUTHWEST AIRLINES FOR FAMILIES LIVING OUTSIDE THE DALLAS/FORT WORTH METROPLEX THAT DO NOT HAVE OTHER RESOURCES TO HELP WITH TRAVEL TO THE CAMPUSES FOR APPOINTMENTS. SOUTHWEST AIRLINES DONATES TICKET VOUCHERS TO BE USED BY FAMILIES WITH NO OTHER MEANS OF TRANSPORTATION. IF SUCH FAMILIES CAN GET TO A SOUTHWEST AIRLINES HUB, SOCIAL WORKERS WILL COORDINATE THE TRIP WITH THE FAMILY USING THE VOUCHERS.
SCHEDULE H, PART I, LINE 3C ELIGIBILITY FOR FINANCIAL ASSISTANCE SINCE ITS FOUNDING IN 1921, SCOTTISH RITE FOR CHILDREN HAS REMAINED COMMITTED TO ENSURING CHILDREN RECEIVE CARE WITHIN ITS SCOPE OF SERVICE REGARDLESS OF THE FAMILY'S ABILITY TO PAY. FOR THE FIRST 91 YEARS OF OPERATIONS, SERVICES WERE PROVIDED AT NO CHARGE. AS SCOTTISH RITE BEGAN ACCEPTING REIMBURSEMENT IN OCTOBER 2012, THE MISSION OF ENSURING ACCESS TO CARE REMAINS INTACT THOUGH IMPLEMENTATION OF ITS CHARITY CARE/FINANCIAL ASSISTANCE POLICY, KNOWN AS CRAYON CARE. TODAY, SCOTTISH RITE CONTINUES TO PROVIDE SIGNIFICATION CHARITABLE CARE WHILE SERVING AS A NATIONAL LEADER IN RESEARCH, PHYSICIAN TRAINING AND SPECIALIZED PEDIATRIC TREATMENT. FINANCIALLY INDIGENT PATIENTS, OR THOSE WHOSE INCOME IS LESS THAN OR EQUAL TO 200 PERCENT OF THE FEDERAL POVERTY GUIDELINES (FPG), ARE ELIGIBLE FOR A 100 PERCENT DISCOUNT ON ALL HOSPITAL CHARGES REMAINING AFTER PAYMENT BY THIRD PARTY PAYERS. ADDITIONALLY, MEDICALLY INDIGENT PATIENTS ARE ALSO ELIGIBLE FOR DISCOUNTED CARE, WITH ELIGIBILITY BASED ON HOUSEHOLD GROSS INCOME, FPG, MEDICAL EXPENSES AND ABILITY TO PAY.
SCHEDULE H, PART I, LINE 6A COMMUNITY BENEFIT REPORT A COMMUNITY BENEFIT REPORT WAS CREATED FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2025, A COMMUNITY BENEFIT REPORT WILL BE FILED WITH THE STATE OF TEXAS. THE COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST.
SCHEDULE H, PART I, LINE 7 BAD DEBT EXPENSE EXCLUDED FROM FINANCIAL ASSISTANCE CALCULATION 6207689
SCHEDULE H, PART I, LINE 7 COSTING METHODOLOGY USED TO CALCULATE FINANCIAL ASSISTANCE LINES 7(A) AND (B) COMMUNITY BENEFIT EXPENSE IN COLUMN (C) WERE CALCULATED USING WORKSHEET 2: RATIO OF PATIENT CARE COST TO CHARGES. LINES 7(E), (F), AND (H) COMMUNITY BENEFIT EXPENSES WERE CALCULATED USING A STEP-DOWN ALLOCATION METHOD.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES DURING 2025, SCOTTISH RITE CONTINUED ITS ENGAGEMENT IN COMMUNITY BUILDING ACTIVITIES INCLUDING: ADAPTIVE AND INCLUSIVE SPORTS AND RECREATION PROGRAMS - LEARN TO GOLF IS A PROGRAM THAT PROVIDES THE TOOLS AND INSTRUCTION NEEDED FOR YOUNG PATIENTS TO EXPERIENCE THE REHABILITATIVE BENEFITS OF THE GAME OF GOLF AND CONNECT WITH LOCAL JUNIOR GOLF PROGRAMS AND INSTRUCTORS. LEARN TO GOLF ALSO PROVIDES ANNUAL CONTINUING EDUCATION FOR GOLF AND ALLIED HEALTH PROFESSIONALS TO INCREASE THEIR KNOWLEDGE AND SKILLS FOR TEACHING ADAPTIVE GOLFERS. - TENNIS ALL-STARS EMPHASIZES FUN, FITNESS, HEALTHY COMPETITION AND TEAM SPIRIT FOR BOTH PATIENTS AND THEIR SIBLINGS. THE PROGRAM ALSO CONNECTS PATIENTS WITH LOCAL JUNIOR TENNIS PROGRAMS AND INSTRUCTORS. - DIAGNOSIS-SPECIFIC SPECIALTY CAMPS ARE AVAILABLE FOR PATIENTS UP TO AGE 17 - FAMILY HAND CAMP FOR YOUNGER PATIENTS AGES 5-9 WITH HAND DIFFERENCES AND THEIR FAMILIES - HAND CAMP FOR PATIENTS WITH HAND DIFFERENCES AGES 10 - 17 - CAMP TLC FOR PATIENTS WITH SPINA BIFIDA - CAMP BREAKING BOUNDARIES FOR PATIENTS WITH CEREBRAL PALSY - CAMP JOINT ADVENTURE FOR PATIENTS WITH ARTHRITIS, ARTHROGRYPOSIS AND MULTIPLE MISSING LIMBS - AMPUTEE SKI TRIP FOR TEENAGE PATIENTS WITH MISSING LIMBS - RITE MOVES FOR ALL PATIENTS AGES 8 TO 16 THESE PROGRAMS ARE DESIGNED TO EMPOWER PARTICIPANTS IN THEIR DAILY LIVES AND HAVE A POSITIVE, ENDURING EFFECT ON SELF-ESTEEM. THE ORGANIZATION ALSO HOSTS VARIOUS PEER AND PARENT SUPPORT GROUPS FOR THE COMMUNITY, SUCH AS PALS (PROSTHETICS AND LIMB SUPPORT), HAND IN HAND, ETC. THE ORGANIZATION ANNUALLY HOSTS AN EVENT FOCUSED ON COMMUNITY DEVELOPMENT. BIKE RODEO AND CHILD SAFETY DAY, WHICH IS HELD AT NO CHARGE TO PARTICIPANTS, IS FOCUSED ON SAFETY EDUCATION AND INJURY PREVENTION. SCOTTISH RITE REGULARLY ENGAGES WITH THE COMMUNITY, EDUCATING YOUNG ATHLETES, PARENTS, COACHES AND SCHOOL DISTRICTS ABOUT SPORTS SAFETY, INJURY PREVENTION AND CONCUSSION MANAGEMENT AT HEALTH FAIRS AND COACHING CLINICS. SCOTTISH RITE IS ALSO ENGAGED WITH COMMUNITY PARTNERS FOR REVERCHON PARK ROUND UP. THIS ANNUAL EVENT BRINGS TOGETHER COMMUNITY AND CITY DEPARTMENTS AS WELL AS VOLUNTEERS FROM THE COMMUNITY TO HELP BEAUTIFY AND MAINTAIN HISTORIC REVERCHON PARK, LOCATED IN SCOTTISH RITE'S BACKYARD. AS FURTHER DISCUSSED ABOVE, SCOTTISH RITE ALSO ENGAGES WITH THE COMMUNITY THROUGH ITS LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS (CENTER FOR DYSLEXIA), WHICH DEVELOPS DYSLEXIA CURRICULUM AND PROVIDES DYSLEXIA INTERVENTION SERVICES TO STUDENTS FROM THROUGHOUT THE COMMUNITY. STUDENTS WHO QUALIFY FOR PARTICIPATION IN THE ONSITE DYSLEXIA INTERVENTION PROGRAM ARE THOSE WHO RECEIVE A DYSLEXIA DIAGNOSIS BUT DO NOT HAVE THE SCOTTISH RITE FOR C HILDREN DYSLEXIA INTERVENTION AVAILABLE THROUGH THEIR SCHOOL OR ARE HOMESCHOOLED. THIS PROGRAM AT LARGE, AND THROUGH THE SERVICES PROVIDED ONSITE, FURTHER SUPPORTS CHILDREN HAVING ACCESS TO THE NECESSARY RESOURCES TO SUCCEED ACADEMICALLY AND BEYOND. ADDITIONALLY, SCOTTISH RITE PROVIDES GUIDANCE AND INSTRUCTION REGARDING THE EVALUATION OF CHILDREN WITH DYSLEXIA AND DYSGRAPHIA VIA PRESENTATIONS AT THE REGIONAL EDUCATION SERVICE CENTERS. THE SCOTTISH RITE LUKE WAITES CENTER FOR DYSLEXIA AND LEARNING DISORDERS HAS ALSO CREATED VIDEOS FOR PARENTS AND EDUCATORS ABOUT VARIOUS ASPECTS OF DYSLEXIA AND DYSGRAPHIA AND RELATED DISORDERS, SUCH AS ANXIETY AND DISRUPTIVE BEHAVIORS. THE VIDEOS CAN BE FOUND ON THE SCOTTISH RITE FOR CHILDREN YOUTUBE CHANNEL. SCOTTISH RITE ALSO CONNECTS WITH THE COMMUNITY THROUGH ITS T. BOONE PICKENS TRAINING AND CONFERENCE CENTER BY ANNUALLY HOSTING MANY EVENTS TO EDUCATE AND INFORM COMMUNITY MEMBERS ON VARIOUS MEDICAL AND NON-MEDICAL TOPICS. THESE EVENTS TRADITIONALLY INCLUDE MEETINGS REGARDING HEALTH CARE ORGANIZED BY THE DALLAS-FORT WORTH HOSPITAL COUNCIL, ADVANCED MEDICAL TRAINING FOR NURSES AND PHYSICIANS IN CONJUNCTION WITH UT SOUTHWESTERN MEDICAL CENTER SUCH AS THE PEDIATRIC ORTHOPEDIC EDUCATION SYMPOSIUM AND THE DEVELOPMENTAL-BEHAVIORAL PEDIATRICS CONFERENCE, HEALTH CARE RELATED CONFERENCES ORGANIZED BY THE NORTH DALLAS CHAMBER OF COMMERCE, THE ANNUAL SPINA BIFIDA ASSOCIATION OF NORTH TEXAS EDUCATION DAY, AND NUMEROUS GATHERINGS OF PATIENT/FAMILY SUPPORT GROUPS FOR THOSE UNDERGOING TREATMENT FOR A CONDITION TREATED AT SCOTTISH RITE. SCOTTISH RITE HOSTS SCHOOL NURSES FROM DALLAS ISD, FRISCO ISD AND RICHARDSON ISD AT AN ALL-DAY EDUCATIONAL EVENT WITH PEDIATRIC ORTHOPEDIC TOPICS THAT ARE RELEVANT TO THE AUDIENCE. AT THIS EVENT SCOTTISH RITE EMPHASIZES ITS COMMITMENT TO CARE FOR EVERY CHILD IN OUR COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY.
SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE - METHODOLOGY USED TO ESTIMATE AMOUNT BAD DEBT EXPENSE IS COMPRISED OF ACTUAL UNCOLLECTIBLE AMOUNTS PLUS AN ALLOWANCE BASED ON HISTORICAL DATA. DISCOUNTS ARE NOT INCLUDED IN BAD DEBT.
SCHEDULE H, PART III, LINE 3 BAD DEBT EXPENSE METHODOLOGY BAD DEBT EXPENSE DOES NOT INCLUDE ANY COSTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY.
SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE - FINANCIAL STATEMENT FOOTNOTE THE ORGANIZATION MAINTAINS ALLOWANCES FOR UNCOLLECTIBLE ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM A PAYOR'S INABILITY TO MAKE PAYMENTS ON ACCOUNTS. THE ORGANIZATION ASSESSES THE REASONABLENESS OF THE ALLOWANCE ACCOUNT BASED ON HISTORICAL WRITE-OFFS, CASH COLLECTIONS, THE AGING OF THE ACCOUNTS AND OTHER ECONOMIC FACTORS. ACCOUNTS ARE WRITTEN OFF WHEN COLLECTION EFFORTS ARE UNSUCCESSFUL. MANAGEMENT CONTINUALLY MONITORS AND ADJUSTS ITS ALLOWANCES ASSOCIATED WITH ITS RECEIVABLES. AS A RESULT OF THE NEW FASB ACCOUNTING STANDARDS CODIFICATION (ASC) REVENUE FROM CONTRACTS WITH CUSTOMERS, TOPIC 606 PRONOUCEMENT, FOOTNOTE FOR ALLOWANCE FOR DOUBTFUL ACCOUNT IS NOT REQUIRED FOR FINANCIAL STATEMENTS. THEREFORE, NO FOOTNOTE WAS INCLUDED FOR FISCAL YEAR END 2025 AUDITED FINANCIAL STATEMENTS.
SCHEDULE H, PART III, LINE 8 COMMUNITY BENEFIT & METHODOLOGY FOR DETERMINING MEDICARE COSTS SCOTTISH RITE HAD AN ESTIMATED AMOUNT THAT AROSE FROM PROVIDING CHARITY CARE SERVICES OF APPROXIMATELY $34,000,000 AND $27,000,000 FOR YEARS ENDED SEPTEMBER 30, 2025 AND 2024, RESPECTIVELY. THE ORGANIZATION UTILIZED THE COSTS TO CHARGE RATIOS AS CALCULATED BASED ON ITS MOST RECENT COST REPORTS FILED WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES.
SCHEDULE H, PART III, LINE 9B COLLECTION PRACTICES FOR PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE A PATIENT'S ACCOUNT WILL BE REVIEWED FOR FINANCIAL ASSISTANCE ELIGIBILITY AND THE APPROPRIATE APPLICATION OF ANY APPLICABLE THIRD-PARTY PAYMENT, AND/OR DISCOUNTS BEFORE INITIATING A STATEMENT TO THE PATIENT. ONCE A PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, THE PATIENT SHALL BE NOTIFIED OF THE AMOUNT QUALIFYING UNDER THE POLICY, AND NO FURTHER BILLING ACTIONS SHALL BE TAKEN FOR AMOUNTS QUALIFYING UNDER THE POLICY. AFTER A PATIENT'S ACCOUNT BALANCE IS REDUCED BY ANY DISCOUNTS AVAILABLE UNDER THIS POLICY, THE PATIENT WILL BE RESPONSIBLE FOR THE REMAINDER OF HIS OR HER OUTSTANDING ACCOUNT BALANCE. THE HOSPITAL WILL SEND THREE POST-DISCHARGE BILLING STATEMENTS OVER A 120-DAY PERIOD. THE ORGANIZATION DOES NOT TAKE EXTRAORDINARY COLLECTION EFFORTS FOR RESOLUTION OF OUTSTANDING PATIENT BALANCES.
SCHEDULE H, PART V, SECTION B, LINE 16A FAP WEBSITE - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16A URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART V, SECTION B, LINE 16B FAP APPLICATION WEBSITE - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16B URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART V, SECTION B, LINE 16C FAP PLAIN LANGUAGE SUMMARY WEBSITE - TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN: LINE 16C URL: HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/;
SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT IN ADDITION TO THE PROCESS INVOLVED IN GENERATING THE CHNA REPORTED IN PART V, SECTION B, THE ORGANIZATION PARTNERS WITH MULTIPLE COMMUNITY GROUPS AS REFERENCED IN OTHER SECTIONS TO UNDERSTAND AND ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITY INCLUDING, BUT NOT LIMITED TO: THE YMCA, SPECIALIZED MENTAL AND BEHAVIORAL HEALTH ORGANIZATIONS, ROTARY GROUPS, COMMUNITY ADAPTIVE SPORTS ORGANIZATIONS AND OTHERS. IN 2023, SCOTTISH RITE FOR CHILDREN BEGAN SCREENING TO IDENTIFY PATIENTS WITH SOCIAL DRIVERS OF HEALTH RISKS BY USING A 10-QUESTION SURVEY ACROSS FIVE DOMAINS (CAREGIVER EDUCATION AND WORK, FINANCIAL RESOURCE STRAIN, FOOD INSECURITY, HOUSING STABILITY AND TRANSPORTATION NEEDS). DURING FY2025, MORE THAN 32,000 PATIENTS WERE SCREENED, AND MORE THAN 700 REFERRALS WERE MADE TO THE SOCIAL SERVICES DEPARTMENT. FOR EACH REFERRAL, SOCIAL WORKERS EVALUATE THE PATIENT'S SITUATION AND DETERMINE WHAT RESOURCES ARE AVAILABLE TO REDUCE THE CHANCE OF THEIR HIGH-RISK SOCIAL DETERMINANT OF HEALTH IMPACTING THEIR HEALTH OUTCOMES.
SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCOTTISH RITE FOR CHILDREN IS COMMITTED TO ITS MISSION TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE FOR CHILDREN, WITHIN OUR SCOPE OF SERVICES, REGARDLESS OF THE FAMILY'S ABILITY TO PAY. PROCESSES HAVE BEEN DEVELOPED ACROSS THE ENTIRE CONTINUUM OF CARE TO ENSURE THAT PATIENTS AND FAMILIES ARE CONNECTED TO THE FINANCIAL ASSISTANCE FOR THE CARE THEY NEED WHEN THEY NEED IT. DURING THE REGISTRATION PROCESS, EACH PATIENT IS PROVIDED WITH INFORMATION ABOUT THE CRAYON CARE ASSISTANCE PROGRAM, AND THEY ARE ASKED IF THEY WOULD LIKE MORE INFORMATION ABOUT FINANCIAL ASSISTANCE. IF THEY INDICATE YES, THE PATIENT IS ROUTED TO THE FINANCIAL COUNSELING TEAM. FOR ALL SELF-PAY PATIENTS, THE FINANCIAL COUNSELLING TEAM CALLS EACH FAMILY TO CONFIRM IF THERE IS ANY INSURANCE COVERAGE. IF NO COVERAGE, THE TEAM SCREENS FOR MEDICAID AND CHIP ELIGIBILITY. IF ELIGIBLE, THE FINANCIAL COUNSELING TEAM ASSISTS THE FAMILIES WITH THE APPLICATIONS AND WORKS DIRECTLY WITH CASE WORKERS TO PROCESS THE APPLICATIONS. ALL SELF-PAY PATIENTS ARE ALSO PROVIDED A GOOD-FAITH ESTIMATE. THE FACILITY HAS ALSO POSTED SPECIFICS ABOUT AVAILABLE FINANCIAL ASSISTANCE THROUGH SCOTTISH RITE'S CHARITY CARE POLICY REGARDING THE CRAYON CARE PROGRAM, AT REGISTRATION, IN PATIENT WAITING AREAS, ON THE WEBSITE AND IN A SUMMARY PRINTED IN ENGLISH AND SPANISH THAT IS INSERTED INTO EACH PATIENT'S REGISTRATION PACKET. WHEN A PATIENT HAS SURGICAL PROCEDURES SCHEDULED THE FAMILY IS CONTACTED BEFOREHAND BY A FINANCIAL COUNSELOR TO INFORM THEM ABOUT THE FINANCIAL ASSISTANCE PROGRAM AND TO ASSESS THEIR POTENTIAL QUALIFICATION FOR FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS. IN ADDITION, EACH POST-DISCHARGE BILLING STATEMENT WILL NOTIFY THE PATIENT THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE INDIVIDUALS, INCLUDING A PHONE NUMBER FOR INQUIRIES ABOUT FINANCIAL ASSISTANCE AND A WEBSITE WHERE ADDITIONAL INFORMATION CAN BE OBTAINED. INFORMATION REGARDING THIS POLICY AND HOW TO APPLY FOR FINANCIAL ASSISTANCE IS PROVIDED DURING PHONE CONVERSATIONS WITH PATIENTS REGARDING FINANCIAL CHARGES AND/OR ACCOUNT BALANCES. FINALLY, SCOTTISH RITE ALSO ENSURES INFORMATION REGARDING ITS SERVICES AND FINANCIAL ASSISTANCE POLICY IS COMMUNICATED ON A BROADER COMMUNITY LEVEL THROUGH EXTERNAL COMMUNICATIONS, INCLUDING IN-PERSON OUTREACH AND WRITTEN PUBLICATIONS AND DIGITAL COMMUNICATIONS. EXAMPLES OF DOCUMENTATION REFERENCED ABOVE ARE DESCRIBED BELOW: 1. SCOTTISH RITE POLICY RI-122: FINANCIAL ASSISTANCE AND CHARITY CARE POLICY. THIS POLICY CONTAINS INFORMATION ABOUT ELIGIBILITY CRITERIA; METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE; ASSISTANCE ELIGIBILITY CRITERIA/BASIS FOR AMOUNT CHARGE; THE FINANCIAL ASSISTANCE COMMITTEE; ACCOUNT BALANCE; REASONS FOR DENIAL; PUBLICATION OF FINANCIAL ASSISTANCE POLICY; EMERGENCY MEDICAL CARE POLICY; APPLICATION; APPLICATION PROCESS; AND QUALIFICATION/DISCOUNT SCALES. THE POLICY IS AVAILABLE IN ENGLISH AND SPANISH. 2. SCOTTISH RITE CRAYON CARE APPLICATIONS, A FINANCIAL ASSISTANCE SUMMARY AND FAQS THAT ARE MADE AVAILABLE TO PATIENT FAMILIES AT ALL CAMPUSES IN BOTH ENGLISH AND SPANISH. 3. SCOTTISH RITE'S WEBSITE CONTAINS CHARITY CARE INFORMATION AT HTTPS://SCOTTISHRITEFORCHILDREN.ORG/BECOMING-OUR-PATIENT/FAMILY-SERVICES/FINANCIAL-ASSISTANCE/. THIS INCLUDES INFORMATION ABOUT SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM, THE CHARITY CARE POLICY, CHARITY CARE APPLICATION, FINANCIAL ASSISTANCE SUMMARY, AND FAQ. THIS INFORMATION IS AVAILABLE IN BOTH ENGLISH AND SPANISH AND INCLUDES PHONE NUMBERS TO CALL AND PHYSICAL LOCATIONS TO OBTAIN MORE INFORMATION. 4. SCOTTISH RITE INCLUDES INFORMATION ABOUT TAKING CARE OF PATIENTS REGARDLESS OF THEIR ABILITY TO PAY ON ITS FACEBOOK PAGE, IN ITS QUARTERLY MAGAZINE RITE UP, IN ITS ANNUAL PROGRESS REPORT/CALENDAR AND VARIOUS BROCHURES. 5. SCOTTISH RITE'S PATIENT PORTAL (MYCHART) PROVIDES CHARITY CARE INFORMATION AND LINKS TO THE CRAYON CARE WEB PAGE. 6. SCOTTISH RITE'S BILLING STATEMENTS CONTAIN STATEMENTS THAT CARE IS PROVIDED REGARDLESS OF ABILITY TO PAY AND WHERE TO FIND INFORMATION REGARDING THE FINANCIAL ASSISTANCE POLICY. IT IS STRESSED THAT PATIENTS SHOULD NOT DELAY OR CANCEL APPOINTMENTS BASED ON FINANCIAL CONCERNS. 7. WITHIN EACH SCOTTISH RITE CAMPUS, FINANCIAL ASSISTANCE SUMMARIES ARE AVAILABLE IN REGISTRATION AREAS, INCLUDING SIGNAGE NOTIFYING PATIENTS OF THE SCOTTISH RITE CHARITY CARE PROGRAM. THIS INFORMATION PROVIDES PHONE NUMBERS AND LOCATIONS WHERE FURTHER INFORMATION CAN BE OBTAINED. FINANCIAL COUNSELORS ARE AVAILABLE AT EACH LOCATION TO PROVIDE INFORMATION APPLICATIONS. 8. SCOTTISH RITE HAS SOCIAL WORK/FAMILY SERVICES AREAS AT EACH LOCATION WHERE CHARITY INFORMATION AND RESOURCES ARE AVAILABLE. 9. SCOTTISH RITE'S DALLAS CAMPUS AT 2222 WELBORN, DALLAS, TEXAS, HAS AN EMERGENCY TREATMENT ROOM THAT CONTAINS INFORMATION ON EMTALA AND THE CHARITY CARE PROGRAM. 10. SCOTTISH RITE PATIENTS ARE OFFERED A COPY OF THE SCOTTISH RITE FINANCIAL ASSISTANCE SUMMARY DURING REGISTRATION, AND THERE IS AN ACKNOWLEDGMENT WITHIN THE REGISTRATION PACKET. 11. DURING THE PRE-REGISTRATION PROCESS, PRE-CERTIFICATION SPECIALISTS INFORM PATIENTS OF SCOTTISH RITE'S FINANCIAL ASSISTANCE PROGRAM. 12. SCOTTISH RITE PERFORMS COMMUNITY OUTREACH THROUGH SOCIAL WORK AND FAMILY SERVICES, PHYSICIAN EDUCATION AND COMMUNICATIONS TEAMS, PROVIDING INFORMATION ABOUT SCOTTISH RITE'S SERVICES, HOW TO REQUEST AN APPOINTMENT AND INFORMATION ABOUT THE CRAYON CARE FINANCIAL ASSISTANCE PROGRAM. THIS INFORMATION IS PROVIDED TO VARIOUS COMMUNITY ORGANIZATIONS, COMMUNITY CLINICS, URGENT CARE CENTERS, PHYSICIAN ORGANIZATIONS AND PHYSICIAN OFFICES. 13. SCOTTISH RITE ANNUALLY PUBLISHES A NOTICE OF SCOTTISH RITE FOR CHILDREN'S CHARITY CARE PROGRAM AND POLICIES IN THE DALLAS MORNING NEWS.
SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION THE COMMUNITY SERVED BY SCOTTISH RITE CAN BEST BE DEFINED BY UNDERSTANDING ITS PATIENT POPULATION AND CLINICAL FOCUS. THE ORGANIZATION IS A 501(C)(3) PEDIATRIC ORTHOPEDIC HOSPITAL IN DALLAS, TEXAS, AND AN OUTPATIENT DEPARTMENT, INCLUDING AN AMBULATORY SURGERY CENTER IN FRISCO, TEXAS. SCOTTISH RITE TREATS PEDIATRIC ORTHOPEDIC CONDITIONS INCLUDING SCOLIOSIS AND SPINE DISORDERS, CLUBFOOT AND OTHER FOOT DISORDERS, REDUCTION DEFICITS (LIMB LENGTHENING), HAND AND UPPER LIMB DIFFERENCES, HIP DISORDERS, SPORTS MEDICINE, FRACTURES, CONGENITAL LIMB DEFICIENCIES AND AMPUTATIONS, NEUROLOGY, RHEUMATOLOGY AND PEDIATRIC DEVELOPMENTAL DISABILITIES TREATED IN ADDITION OR RELATED TO OTHER ORTHOPEDIC CONDITIONS. SCOTTISH RITE PROVIDES PREMIER PEDIATRIC ORTHOPEDIC AND DYSLEXIA SERVICES TO PEDIATRIC PATIENTS FOR WHOM THE SERVICES PROVIDED BY THE ORGANIZATION OFFER HOPE OF IMPROVEMENT. THOUGH THE ORGANIZATION IS DEDICATED TO PROVIDING CARE TO CHILDREN FROM AROUND THE STATE OF TEXAS AND THROUGHOUT THE U.S., THE PRIMARY COMMUNITY SERVED BY SCOTTISH RITE IS COMPRISED OF EIGHT COUNTIES IN NORTH TEXAS INCLUDING COLLIN, DALLAS, DENTON, ELLIS, GRAYSON, KAUFMAN, ROCKWALL, TARRANT, THAT, IN TOTAL, SPAN 6,227 SQUARE MILES, WHICH COMPRISE APPROXIMATELY 68 PERCENT OF ALL SCOTTISH RITE'S INPATIENT AND OUTPATIENT DISCHARGES. POPULATION STATISTICS WERE OBTAINED USING SG2, AN ANALYTICS PLATFORM THAT UTILIZES US CENSUS DATA FOR ESTIMATED POPULATION DEMOGRAPHICS PROJECTIONS USING PROPRIETARY METHODS. ACCORDING TO SG2 DATA, THE CURRENT ESTIMATED POPULATION FOR THE PRIMARY SERVICE AREA IS 8,135,153 INDIVIDUALS. BASED ON US CENSUS DATA, THE MEDIAN HOUSEHOLD INCOME FOR THE PRIMARY SERVICE AREA IS $95,212 WHILE TEXAS' MEDIAN HOUSEHOLD INCOME IS $76,292. ACCORDING TO SG2 ESTIMATES, APPROXIMATELY 23.7 PERCENT OF THE PRIMARY SERVICE AREA POPULATION WAS YOUNGER THAN 18 YEARS OF AGE.
SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH SCOTTISH RITE CONTINUES TO FURTHER ITS EXEMPT PURPOSE OF IMPROVING THE LIVES OF CHILDREN WHO HAVE NEEDS WITHIN THE SCOPE OF ITS SERVICES THROUGH PATIENT CARE, RESEARCH AND EDUCATION. BY WAY OF EXAMPLE, AND IN CONNECTION WITH THE PROVISION AND PROMOTION OF HEALTH DESCRIBED ON OTHER PARTS OF THIS SECTION, SCOTTISH RITE PROVIDES MEDICAL CARE TO CHILDREN WITH ORTHOPEDIC AND RELATED CONDITIONS NOT TREATED AT OTHER MEDICAL FACILITIES. MANY PROVIDERS AT SCOTTISH RITE RECEIVE REFERRALS FROM PHYSICIANS AND CHILDREN'S HOSPITALS IN THE PRIMARY SERVICE AREA BECAUSE THE PATIENT'S CONDITION IS EITHER TOO SEVERE OR, IN SOME CASES, SO RARE, THE REFERRING FACILITY DOES NOT HAVE ADEQUATELY TRAINED OR EXPERIENCED STAFF TO PROVIDE THE NECESSARY CARE. THE ORGANIZATION HAS A PROCESS TO DETERMINE IF IT IS THE APPROPRIATE FACILITY TO MEET A CHILD'S CLINICAL NEEDS. THE PROCESS BEGINS WITH A TELEPHONE CALL, REQUEST THROUGH THE WEBSITE, REFERRAL FROM A PHYSICIAN OR AN APPLICATION FOR SERVICES. AN INTERNAL MECHANISM IS UTILIZED TO DETERMINE IF SCOTTISH RITE CAN APPROPRIATELY MEET THE NEEDS OF THE CHILD. WHEN SCOTTISH RITE IS UNABLE TO PROVIDE SERVICES, SCOTTISH RITE, AS PART OF ITS CARE COORDINATION SERVICES, IDENTIFIES REFERRAL RESOURCES THAT ARE PROVIDED TO THE FAMILY. RESEARCH: SINCE OPENING ITS DOORS IN 1921, SCOTTISH RITE HAS COMMITTED TO DISCOVERING NEW AND BETTER WAYS TO CARE FOR CHILDREN AFFECTED BY PEDIATRIC ORTHOPEDIC CONDITIONS AND CERTAIN RELATED NEUROLOGICAL AND ARTHRITIC DISORDERS. THE INSTITUTION'S DEDICATED RESEARCH CENTER, THE SARAH M. AND CHARLES E. SEAY CENTER FOR MUSCULOSKELETAL RESEARCH, IS MADE UP OF SIX CENTERS FOR EXCELLENCE SUPPORTED BY RESEARCH DIVISIONS AND CORE FACILITIES: SPINE; FOOT AND ANKLE; HIP; LIMB LENGTHENING AND RECONSTRUCTION; HAND AND UPPER EXTREMITY; AND SPORTS MEDICINE. WITHIN THESE CENTERS OF EXCELLENCE, SCOTTISH RITE SUPPORTS BASIC AND TRANSLATIONAL RESEARCH, CLINICAL RESEARCH, APPLIED RESEARCH AND RESEARCH IN MOVEMENT SCIENCE. THROUGH THE YEARS, SCOTTISH RITE RESEARCHERS AND PHYSICIANS HAVE GENERATED OVER 200 PATENTS AND MADE IMPORTANT DISCOVERIES THAT HAVE HELPED CHILDREN WORLDWIDE. THESE FINDINGS AND INNOVATIONS ALLOW THE MEDICAL COMMUNITY TO FORM NEW HYPOTHESES TO EXPLAIN WHAT CAUSES CERTAIN CONDITIONS WHILE PROVIDING TOOLS FOR FUTURE RESEARCH. THE MAJOR DISCOVERIES AND RESEARCH APPLICATIONS AT SCOTTISH RITE INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILOTM 5.5 SPINAL SYSTEM; THE TRUE/LOKTM EXTERNAL FIXATION SYSTEM; THE TRUE/LOK HEXAPOD SYSTEMTM; TRUELOK EVO; AND TRUELOK ELEVATE. SCOTTISH RITE IS COMMITTED TO ADVANCING THE PRACTICE OF MEDICINE BY SHARING WHAT WE LEARN WITH THE GLOBAL MEDICAL COMMUNITY. IN FY2025, SCOTTISH RITE STAFF PUBLISHED 165 MANUSCRIPTS IN PEER REVIEWED JOURNALS AND PRESENTED 283 ABSTRACTS AT A VARIETY OF MEDICAL CONFERENCES BOTH NATIONALLY AND INTERNATIONALLY. THE INSTITUTION IS COMMITTED TO TRANSLATING ITS SCIENTIFIC DISCOVERIES INTO IMPROVED CARE AND TREATMENT OUTCOMES FOR CHILDREN WITH MUSCULOSKELETAL CONDITIONS. TO THAT END, THE ORGANIZATION HAS LAUNCHED A MULTIDISCIPLINARY CENTER FOR PEDIATRIC BONE BIOLOGY AND TRANSLATIONAL RESEARCH. THE CENTER INCLUDES 3,200 SQUARE FEET OF LABORATORIES AND OFFICES DEDICATED TO BONE-RELATED RESEARCH. IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, RESEARCHERS WILL EXPLORE THE ROOT CAUSES OF BONE DISORDERS WITH A "BENCH TO BEDSIDE" TRANSLATIONAL RESEARCH AND TREATMENT APPROACH. THIS PAST YEAR, SCOTTISH RITE STAFF, IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, IDENTIFIED A GENE ASSOCIATED WITH A RARE NEURODEGENERATIVE DISORDER AND DEVELOPED A GENE THERAPY TO TREAT THIS DISORDER THROUGH SUCCESSFUL COMPLETION OF PRE-CLINICAL TRIALS. THE MULTIDISCIPLINARY CENTER WILL ALSO FURTHER EXPAND THE FACILITY'S ROLE AS A TRAINING SITE FOR FELLOWS, VISITING SCIENTISTS AND STUDENTS. IT WILL ALSO HOST INTERNATIONAL GATHERINGS DEDICATED TO COLLABORATIVE RESEARCH THAT WILL BENEFIT CHILDREN THROUGHOUT THE COMMUNITY AND AROUND THE WORLD. ALSO AT THE COMMUNITY LEVEL, THROUGH ITS MOVEMENT SCIENCE LAB, SCOTTISH RITE HAS LED A RESEARCH INITIATIVE AIMED AT PREVENTING SPORTS-RELATED INJURIES IN YOUNG ATHLETES AND PROMOTING LONG TERM HEALTH. FURTHER RESEARCH AT THE COMMUNITY LEVEL INCLUDES RESEARCH CONDUCTED THROUGH THE LUKE WAITES CENTER FOR DYSLEXIA & LEARNING DISORDERS, AS THE CENTER CONTINUES TO FOCUS ON ENHANCING PROGRAMS FOR CHILDREN WITH DYSLEXIA IN ORDER TO PROVIDE THEM THE TOOLS THEY NEED IN ORDER TO SUCCEED ACADEMICALLY AND BEYOND. MEDICAL EDUCATION: FOR MORE THAN 50 YEARS, IN ASSOCIATION WITH THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL SCHOOL, SCOTTISH RITE HAS PROVIDED AN EXTRAORDINARY EXPERIENCE IN THE FIELD OF PEDIATRIC ORTHOPEDICS TO PROMISING ORTHOPEDIC SURGEONS. NEARLY 200 PHYSICIANS HAVE BENEFITED FROM THE FELLOWSHIP IN PEDIATRIC ORTHOPEDICS AND SCOLIOSIS, GOING ON TO PROVIDE NEEDED PEDIATRIC SPECIALTY SERVICES ACROSS THE COUNTRY AND AROUND THE WORLD. THE FELLOWSHIP HAS RECENTLY BEEN EXPANDED TO INCLUDE ADDITIONAL FELLOWS IN THE FIELD OF PEDIATRIC ORTHOPEDIC SPORTS SURGERY. IN ADDITION TO THE FELLOWSHIP PROGRAM, THE INSTITUTION PARTICIPATES WITH APPROXIMATELY 93 EDUCATIONAL INSTITUTIONS FOR 22 RESIDENT AND FELLOW LEVEL FIELDS OF STUDY, AS WELL AS 34 DISCIPLINES INVOLVING GRADUATE, UNDERGRADUATE AND HIGH SCHOOL STUDENTS. THE RESIDENCY TRAINING PROGRAM AFFILIATIONS ARE WITH MANY DIFFERENT INSTITUTIONS INCLUDING UTSW, BAYLOR UNIVERSITY MEDICAL CENTER, DALLAS COUNTY HOSPITAL DISTRICT (DCHD), UC SAN DIEGO, TEXAS A&M, CHILDREN'S MEDICAL CENTER OF DALLAS AND TRIPLER ARMY MEDICAL CENTER. THE ORGANIZATION PARTICIPATES IN PHYSICIAN RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS IN AREAS AS DIVERSE AS NEUROLOGY, PEDIATRIC RHEUMATOLOGY, ORTHOPEDICS, RADIOLOGY, DEVELOPMENTAL AND BEHAVIORAL PEDIATRICS, PLASTIC SURGERY, PEDIATRIC REHABILITATION MEDICINE, ANESTHESIA, ORTHOPEDIC SPORTS MEDICINE, UROLOGY, DENTISTRY, PEDIATRIC NEUROLOGY, PEDIATRIC NEUROSURGERY, NEUROPHYSIOLOGY, PEDIATRIC HEADACHE MEDICINE AND PEDIATRIC EMERGENCY MEDICINE. SCOTTISH RITE ALSO HAS EXTENSIVE AFFILIATION PROGRAMS FOR EDUCATION OF STUDENTS IN CLINICAL AREAS, SUCH AS NURSING EXTERNS, PSYCHOLOGY, NEUROPSYCHOLOGY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, TRAINING OF PA AND NP STUDENTS, DIETARY/NUTRITION, DENTAL HYGIENE, THERAPEUTIC RECREATION, MEDICAL LABORATORY, RADIOLOGY SCIENCE, AND SPEECH PATHOLOGY STUDENTS. SCOTTISH RITE ALSO TRAINS STUDENTS IN AREAS AS DIVERSE AS SOCIAL WORK, CRIMINAL JUSTICE, STATISTICS, HEALTH INFORMATION MANAGEMENT AND STEM EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE STUDENTS.
SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT TX
Schedule H (Form 990) 2024
Additional Data


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Software Version: 2024v5.1

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
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) 100,078       MEDICAL CARE AND RESEARCH
(2) DALLAS SAFETY NET SUPP CORPORATION
1441 N BECKLEY
DALLAS,TX75203 		82-3131059 501(C)(3) 4,240,893       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
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
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) Rev. 1-2025



Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 MD
CHIEF OF STAFF EMERITUS (RET 08/31/20) 		(i)

(ii)		 31,625
-------------
0 		0
-------------
0 		175,658
-------------
0 		307,715
-------------
0 		0
-------------
0 		514,998
-------------
0 		0
-------------
0
2CHARLES E JOHNSTON II MD
FRM ASST CHIEF OF STAFF (RET 04/16/21) 		(i)

(ii)		 3,044
-------------
0 		0
-------------
0 		186,611
-------------
0 		211,891
-------------
0 		0
-------------
0 		401,546
-------------
0 		84,040
-------------
0
3BENJAMIN S RICHARDS III MD
FRM CHIEF MEDICAL OFFICER (RET 06/30/21) 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		138,522
-------------
0 		159,952
-------------
0 		0
-------------
0 		298,474
-------------
0 		0
-------------
0
4ROBERT L WALKER
PRESIDENT & CEO 		(i)

(ii)		 1,544,617
-------------
0 		0
-------------
0 		83,455
-------------
0 		0
-------------
0 		29,428
-------------
0 		1,657,500
-------------
0 		0
-------------
0
5MATTHEW S CHANCE
SR VP, COO 		(i)

(ii)		 658,918
-------------
0 		0
-------------
0 		65,823
-------------
0 		20,700
-------------
0 		43,834
-------------
0 		789,275
-------------
0 		0
-------------
0
6MICHELLE C HAYS
SVP/CFO 		(i)

(ii)		 650,709
-------------
0 		0
-------------
0 		54,574
-------------
0 		20,700
-------------
0 		40,783
-------------
0 		766,766
-------------
0 		0
-------------
0
7LORI L DALTON
SR VP & GENERAL COUNSEL 		(i)

(ii)		 645,584
-------------
0 		0
-------------
0 		59,988
-------------
0 		20,700
-------------
0 		38,158
-------------
0 		764,430
-------------
0 		0
-------------
0
8FREDRIC D RICHMOND
SR VP, CHIEF INVESTMENT OFFICER (RETIRED 03/03/25) 		(i)

(ii)		 562,231
-------------
0 		0
-------------
0 		56,417
-------------
0 		13,292
-------------
0 		26,968
-------------
0 		658,908
-------------
0 		0
-------------
0
9LESLIE A CLONCH JR
VP & CHIEF INFORMATION OFFICER 		(i)

(ii)		 499,538
-------------
0 		0
-------------
0 		61,946
-------------
0 		20,700
-------------
0 		41,358
-------------
0 		623,542
-------------
0 		0
-------------
0
10DONALD E KATZ
VP FACILITIES & PROCESS DESIGN 		(i)

(ii)		 344,695
-------------
0 		0
-------------
0 		28,954
-------------
0 		147,229
-------------
0 		34,545
-------------
0 		555,423
-------------
0 		0
-------------
0
11ANGIE E BUCKMEIER
VP, CNO 		(i)

(ii)		 415,730
-------------
0 		0
-------------
0 		34,847
-------------
0 		20,700
-------------
0 		38,158
-------------
0 		509,435
-------------
0 		0
-------------
0
12MARK RIORDAN
SVP PUBLIC RELATIONS (RESIGNED 2/4/26) 		(i)

(ii)		 452,113
-------------
0 		0
-------------
0 		33,298
-------------
0 		8,557
-------------
0 		13,063
-------------
0 		507,031
-------------
0 		0
-------------
0
13KRISTINA L KEEVER-SMITH
SVP CHIEF INVESTMENT OFFICER (EFFECTIVE 2/27/25) 		(i)

(ii)		 341,120
-------------
0 		0
-------------
0 		26,335
-------------
0 		137,746
-------------
0 		1,729
-------------
0 		506,930
-------------
0 		0
-------------
0
14STEPHANIE K BRIGGER
VP DEVELOPMENT 		(i)

(ii)		 261,728
-------------
0 		0
-------------
0 		34,875
-------------
0 		143,627
-------------
0 		12,712
-------------
0 		452,942
-------------
0 		0
-------------
0
15JEREMY L HOWELL
VP NORTH CAMPUS 		(i)

(ii)		 294,428
-------------
0 		0
-------------
0 		31,533
-------------
0 		18,900
-------------
0 		41,230
-------------
0 		386,091
-------------
0 		0
-------------
0
16STACY MILLER
VP HUMAN RESOURCES 		(i)

(ii)		 264,218
-------------
0 		0
-------------
0 		9,673
-------------
0 		17,019
-------------
0 		38,835
-------------
0 		329,745
-------------
0 		0
-------------
0
17JENNY J JOHNSON
VP REVENUE CYCLE (RESIGNATION 10/25/24) 		(i)

(ii)		 221,225
-------------
0 		0
-------------
0 		44,952
-------------
0 		13,446
-------------
0 		18,345
-------------
0 		297,968
-------------
0 		0
-------------
0
18ASHLEY C GIVENS
VP DEVELOPMENT & EVENTS 		(i)

(ii)		 167,776
-------------
0 		0
-------------
0 		15,997
-------------
0 		35,284
-------------
0 		38,858
-------------
0 		257,915
-------------
0 		0
-------------
0
19DANIEL J SUCATO MD MS
CHIEF OF STAFF 		(i)

(ii)		 1,421,679
-------------
19,800 		0
-------------
0 		494,119
-------------
0 		149,070
-------------
0 		38,158
-------------
0 		2,103,026
-------------
19,800 		0
-------------
0
20PHILIP L WILSON MD
ASST COS/MED DIR NORTH CAMPUS 		(i)

(ii)		 1,173,028
-------------
116,900 		0
-------------
0 		359,279
-------------
0 		140,635
-------------
0 		37,903
-------------
0 		1,710,845
-------------
116,900 		0
-------------
0
21BRANDON A RAMO MD
ASST COS 		(i)

(ii)		 828,368
-------------
56,000 		0
-------------
0 		80,324
-------------
0 		20,700
-------------
0 		41,358
-------------
0 		970,750
-------------
56,000 		0
-------------
0
22KARL E RATHJEN MD
ASST COS 		(i)

(ii)		 521,048
-------------
12,400 		0
-------------
0 		54,309
-------------
0 		150,561
-------------
0 		13,063
-------------
0 		738,981
-------------
12,400 		0
-------------
0
23DAVID A PODESZWA MD
ORTHOPEDIC SURGEON 		(i)

(ii)		 749,232
-------------
50,300 		0
-------------
0 		989,356
-------------
0 		140,321
-------------
0 		41,358
-------------
0 		1,920,267
-------------
50,300 		944,415
-------------
0
24HENRY B ELLIS MD
ORTHOPEDIC SURGEON 		(i)

(ii)		 1,087,356
-------------
124,300 		0
-------------
0 		104,050
-------------
0 		20,700
-------------
0 		38,158
-------------
0 		1,250,264
-------------
124,300 		0
-------------
0
25JOHN E ARVESEN MD
ORTHOPEDIC SURGEON 		(i)

(ii)		 803,500
-------------
64,800 		0
-------------
0 		66,298
-------------
0 		20,700
-------------
0 		48,279
-------------
0 		938,777
-------------
64,800 		0
-------------
0
26WILLIAM Z MORRIS MD
ORTHOPEDIC SURGEON 		(i)

(ii)		 799,942
-------------
51,600 		0
-------------
0 		90,021
-------------
0 		20,700
-------------
0 		38,158
-------------
0 		948,821
-------------
51,600 		0
-------------
0
27I-YUAN J CHANG MD
RADIOLOGIST 		(i)

(ii)		 868,544
-------------
0 		0
-------------
0 		17,725
-------------
0 		20,700
-------------
0 		9,959
-------------
0 		916,928
-------------
0 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 (INCLUDED ON SCH J, PART II, COL B (III) & W-2, BOX 5) DANIEL J. SUCATO, MD - $800
SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES ROBERT WALKER SOCIAL CLUB DUES USED FOR BUSINESS PURPOSES.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT JENNY JOHNSON RECEIVED SEVERANCE PAYMENTS OF $27,437 IN CALENDAR YEAR 2024.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY. THE RRIP PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES WHOSE BENEFITS UNDER THE TAX-QUALIFIED RETIREMENT PLAN HAVE BEEN LIMITED BY THE MAXIMUM BENEFIT AND MAXIMUM COMPENSATION LIMITATIONS IMPOSED UNDER THE TAX- QUALIFIED RETIREMENT PLAN IN ORDER TO COMPLY WITH THE INTERNAL REVENUE CODE. THE TOTAL ACCUMULATED BENEFIT THAT HAS ACCRUED FOR A PARTICIPANT UNDER THE RRIP NORMALLY BECOMES VESTED AND TAXABLE TO A PARTICIPANT WHEN HE OR SHE EITHER HAS ATTAINED AGE 55 AND COMPLETED 15 YEARS OF SERVICE OR ATTAINS AGE 65. THE BENEFIT ACCRUALS FOR A PARTICIPANT AFTER THE DATE OF INITIAL VESTING ARE TAXABLE TO THE PARTICIPANT WHEN AND AS ACCRUED. RRIP BENEFITS BECOME PAYABLE AFTER TERMINATION OF EMPLOYMENT. UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE MET THE VESTING REQUIREMENTS AS A PARTICIPANT IN 2024. UPON MEETING THE VESTING REQUIREMENT OF AGE 55 AND 15 YEARS OF SERVICE UNDER THE RRIP, THE PARTICIPANT'S ACTUAL CUMULATIVE BENEFIT EARNED SINCE THEIR DATE OF HIRE IS CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND SUBJECT TO TAXATION IN CALENDAR YEAR 2024 AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. THE ESTIMATED HISTORICAL BENEFIT ACCRUAL HAS BEEN PREVIOUSLY REPORTED AS DEFERRED COMPENSATION ON A PREVIOUS FORM 990. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) & F AND W-2 BOX 5) DAVID A. PODESZWA, MD - 944,415 UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES HAVE PREVIOUSLY VESTED AS A PARTICIPANT. THE ADDITIONAL BENEFIT ACCRUAL EARNED DURING THE CALENDAR YEAR 2024 HAS BEEN CALCULATED UNDER THE ASSUMPTIONS PRESCRIBED BY THE RRIP AND IS SUBJECT TO TAXATION AS REQUIRED BY THE FEDERAL TAX LAW. THE VALUE OF THE ADDITIONAL BENEFIT LISTED BELOW IS A LUMP SUM PRESENT VALUE. HOWEVER, THE VALUE OF THE LUMP SUM WILL BE CONVERTED TO A MONTHLY ANNUITY UPON RETIREMENT BASED ON EACH PARTICIPANT'S ELECTION. THE PARTICIPANT WILL NOT RECEIVE THE AMOUNTS LISTED BELOW AS A SINGLE SUM PAYMENT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5) KARL E. RATHJEN, MD - 6,767 DANIEL J. SUCATO, MD, MS - 418,883 PHILIP L. WILSON, MD - 298,213 UNDER THE TERMS OF THE RRIP, THE FOLLOWING FORMER EMPLOYEES HAVE RETIRED AND RECEIVE PAYMENT FROM THE RRIP DURING 2024 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCHEDULE J, PART II, COLUMN B (III) & W-2, BOX 5) CHARLES E. JOHNSTON III, MD (RET 04/16/2021) - 102,571 JOHN A. HERRING, MD (RET 08/2020) - 175,658 BENJAMIN S. RICHARDS III, MD (RET 06/30/2021 - 138,522 THE MANAGEMENT BENEFIT PLAN IS A NON-QUALIFIED PLAN PROVIDING SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN ELIBIGLE EMPLOYEES WHO BECAME PARTICIPANTS PRIOR TO 1988. MONTHLY RETIREMENT INCOME BENEFITS BECOME PAYABLE UNDER THE PLAN COMMENCING AT AGE 65 (OR EARLIER DISABILITY). UNDER THE TERMS OF THE MANAGEMENT BENEFIT PLAN, THE FOLLOWING EMPLOYEES RECEIVED PAYMENTS IN 2024. (INCLUDED ON SCHEDULE J, PART II, COLUMN B AND W-2, BOX 1 AND 5) CHARLES E. JOHNSTON III, MD (RET 04/16/2021) - 84,039 THE FLEXIBLE BENEFITS PLAN IS A NON QUALIFED PLAN PROVIDING LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (TSRHC) AND A RELATED ENTITY, AT THEIR ELECTION. THE INSURANCE PREMIUM AND RETIREMENT ACCOUNT CONTRIBUTION AMOUNTS ALLOCATED TO A PARTICIPANT UNDER THIS PLAN FOR EACH YEAR ARE TAXABLE TO THE PARTICIPANT FOR SUCH YEAR. THE EARNINGS ON THE RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFIT PLAN, THE FOLLOWING EMPLOYEES WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2024. (INCLUDED IN SCHEDULE J, PART II, COLUMN B (III), AND W-2, BOX 5) JOHN E. ARVENSEN, MD- 34,696 STEPHANIE K. BRIGGER - 11,747 ANGIE BUCKMEIER- 18,900 MATTHEW S. CHANCE - 28,620 LESLIE A. CLONCH, JR - 22,792 LORI L. DALTON - 28,917 HENRY B. ELLIS, MD - 42,750 ASHLEY C. GIVENS 7,582 MICHELLE C. HAYS - 29,250 JEREMY L. HOWELL - 13,451 JENNY J. JOHNSON - 9,921 DONALD E. KATZ - 15,912 KRISTINA L. KEEVER-SMITH - 15,210 WILLIAM MORRIS, MD - 34,696 DAVID A. PODESZWA, MD - 33,687 BRANDON A. RAMO, MD,- 35,960 KARL E. RATHJEN, MD - 34,494 FREDRIC D. RICHMOND - 25,319 MARK A. RIORDAN - 20,250 DANIEL J. SUCATO, MD, MS - 63,181 ROBERT L. WALKER - 69,005 PHILIP L. WILSON, MD - 49,812
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
Schedule L
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
TEXAS SCOTTISH RITE HOSPITAL FOR CRIPPLED CHILDREN
 
Employer identification number

75-0818178
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) (Rev. 1-2025)
Schedule L (Form 990) (Rev. 1-2025)
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ANDREW BUCKMEIER
  		SON TO OFFICER 89,914 EMPLOYEE/NON-OFFICER OF TSRHC   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV ANDREW BUCKMEIER IS THE SON OF ANGIE BUCKMEIER, CHIEF NURSING OFFICER
Schedule L (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1




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
2024
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 ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .   11 1,159,338 MARKET VALUE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .   2 35,050,000 MARKET VALUE
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....   1 19,998 MARKET VALUE
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 ( FLOWERS ) X 1 6,390 MARKET VALUE
26 Other Right pointing arrow large image ( )
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
2
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) (2024)
Schedule M (Form 990) (2024)
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 REAL ESTATE - RESIDENTIAL - NUMBER OF CONTRIBUTIONS COLLECTIBLES - NUMBER OF CONTRIBUTIONS OTHER - FLOWERS NUMBER OF CONTRIBUTION
Schedule M (Form 990) (2024)

Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE O
(Form 990)
(Rev. January 2025)
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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
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 III, LINE 4B CONTINUED PROGRAM SERVICE DESCRIPTION THE MAJOR DISCOVERIES AND RESEARCH APPLICATIONS AT SCOTTISH RITE INCLUDE: THE FIRST GENE ASSOCIATED WITH IDIOPATHIC SCOLIOSIS; TWO MORE GENETIC MARKERS OF THE CONDITION; THE TSRH SILOTM 5.5 SPINAL SYSTEM; THE TRUE/LOKTM EXTERNAL FIXATION SYSTEM; THE TRUE/LOK HEXAPOD SYSTEMTM; TRUELOK EVO; AND TRUELOK ELEVATE. THIS PAST YEAR, SCOTTISH RITE STAFF, IN COLLABORATION WITH UT SOUTHWESTERN MEDICAL CENTER, IDENTIFIED A GENE ASSOCIATED WITH A RARE NEURODEGENERATIVE DISORDER AND DEVELOPED A GENE THERAPY TO TREAT THIS DISORDER THROUGH SUCCESSFUL COMPLETION OF PRE-CLINICAL TRIALS.
FORM 990, PART III, LINE 4C CONTINUED PROGRAM SERVICE DESCRIPTION IN ADDITION, PHYSICIANS FROM SOME OF THE MAJOR HAND CENTERS HAVE TRAINED AT THE HOSPITAL IN THE SUBSPECIALITY OF PEDIATRIC HAND SURGERY. THE ORGANIZATION PARTICIPATES IN PHYSICIAN RESIDENCY AND FELLOWSHIP TRAINING PROGRAMS IN AREAS AS DIVERSE AS NEUROLOGY, PEDIATRIC RHEUMATOLOGY, ORTHOPEDICS, RADIOLOGY, DEVELOPMENTAL AND BEHAVIORAL PEDIATRICS, PLASTIC SURGERY, PEDIATRIC REHABILITATION MEDICINE, ANESTHESIA, ORTHOPEDIC SPORTS MEDICINE, UROLOGY, DENTISTRY, PEDIATRIC NEUROLOGY, PEDIATRIC NEUROSURGERY, NEUROPHYSIOLOGY, PEDIATRIC HEADACHE MEDICINE AND PEDIATRIC EMERGENCY MEDICINE. SCOTTISH RITE ALSO HAS EXTENSIVE AFFILIATION PROGRAMS FOR EDUCATION OF STUDENTS IN CLINICAL AREAS, SUCH AS NURSING EXTERNS, PSYCHOLOGY, NEUROPSYCHOLOGY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, ORTHOTICS AND PROSTHETICS, TRAINING OF PA AND NP STUDENTS, DIETARY/NUTRITION, DENTAL HYGIENE, THERAPEUTIC RECREATION, MEDICAL LABORATORY, RADIOLOGY SCIENCE, AND SPEECH PATHOLOGY STUDENTS. SCOTTISH RITE ALSO TRAINS STUDENTS IN AREAS AS DIVERSE AS SOCIAL WORK, CRIMINAL JUSTICE, STATISTICS, HEALTH INFORMATION MANAGEMENT AND STEM EDUCATION FOR MIDDLE SCHOOL, HIGH SCHOOL AND COLLEGE STUDENTS.
FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIP AMONGST INTERESTED PERSONS DANIEL J. SUCATO, MD, MS, MD; DAVID A. PODESZWA, MD; PHILIP L. WILSON, MD; HENRY B. ELLIS, MD; BRANDON A. RAMO, MD; JOHN E ARVESEN, MD; WILLIAM Z. MORRIS, MD; KARL E. RATHJEN, MD HAVE A BUSINESS RELATIONSHIP WITH ROBERT L. WALKER, LORI DALTON, AND MICHELLE HAYS IN THAT THE PHYSICIANS ARE DIRECTORS OF PEDI-ORTHO HEALTH CORPORATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER, IN WHICH THE LATTER INDIVIDUALS SERVE AS OFFICERS. LORI DALTON, KRISTINA KEEVER-SMITH, AND ASHLEY GIVENS HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF LEGACY SCHOLARSHIP FUND, A RELATED ENTITY. ROBERT L. WALKER, LORI DALTON, MICHELLE HAYS, AND KARL RATHJEN, MD HAVE A BUSINESS RELATIONSHIP IN THAT THEY ARE EMPLOYED BY TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN AND ALSO SERVE AS OFFICERS OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION, AN ENTITY FOR WHICH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IS THE SOLE MEMBER.
FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE FORM 990 IS PREPARED INTERNALLY IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS AND THEN REVIEWED BY MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE AUDIT & COMPLIANCE COMMITTEE FOR REVIEW AND DISCUSSION. THE FORM 990 IS PROVIDED TO THE BOARD THROUGH ACCESS TO A SECURE PORTAL FOR REVIEW BEFORE IT IS FILED.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE ORGANIZATION ANNUALLY REQUIRES OFFICERS, KEY EMPLOYEES AND TRUSTEES TO COMPLETE A CONFLICTS OF INTEREST FORM DISCLOSING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY. ADDITIONALLY, THESE INDIVIDUALS ARE TO REPORT ANY NEW MATTERS THAT ARISE DURING THE YEAR IF THEY BECOME AWARE OF A TRANSACTION THAT IS UNDER CONSIDERATION THAT PRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUALLY THE GENERAL COUNSEL PREPARES AND SUBMITS A SUMMARY OF THE DISCLOSED POTENTIAL CONFLICTS TO THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. ADDITIONALLY, AT THE TIME A KEY STAFF MEMBER IS HIRED OR PROMOTED TO A POSITION WITH ADMINISTRATIVE OR MANAGEMENT RESPONSIBILITIES, THE ORGANIZATION PROVIDES THE INDIVIDUAL WITH A COPY OF THE CONFLICTS OF INTEREST POLICY AND THE INDIVIDUAL IS REQUIRED TO COMPLETE A CONFLICTS OF INTEREST DISCLOSURE FORM. ALL MATERIAL FACTS SURROUNDING CONTRACTS, TRANSACTIONS, OR ARRANGEMENTS INVOLVING A CONFLICT OF INTEREST ARE TO BE DISCLOSED TO ENSURE THAT THE CONTRACT, TRANSACTION OR ARRANGEMENT IS FAIR TO THE HOSPITAL AT THE TIME IT IS AUTHORIZED, APPROVED, OR RATIFIED.
FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES THE SALARY AND BENEFITS OF THE CEO OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE COMPENSATION SURVEYS, INCLUDING DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS. BI-ANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS SALARIES AND BENEFITS OF THE CEO, WITH UPDATED MARKET DATA BEING PROVIDED ANNUALLY. THIS INFORMATION IS PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH THE COMPENSATION BEING APPROVED WITHOUT PARTICIPATION BY THE PERSON WHOSE COMPENSATION WAS BEING APPROVED OR ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST, ALL OF WHICH IS DOCUMENTED IN COMMITTEE MINUTES.
FORM 990, PART VI, LINE 15B PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ANNUALLY REVIEWS AND APPROVES SALARIES AND BENEFITS FOR OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES OF THE ORGANIZATION. THE HOSPITAL REVIEWS VARIOUS EXECUTIVE/PHYSICIAN COMPENSATION SURVEYS, DATA FROM PEDIATRIC HOSPITALS ON BOTH A LOCAL AND NATIONAL BASIS, IN ADDITION TO PHYSICIAN COMPENSATION DATA FROM LOCAL ACADEMIC AND PRIVATE PRACTICE SETTINGS. BI-ANNUALLY, AN INDEPENDENT CONSULTANT REVIEWS THE SALARIES AND BENEFITS OF THE OFFICERS, MEMBERS OF THE MEDICAL STAFF AND KEY EMPLOYEES, WITH UPDATED MARKET DATA BEING PROVIDED ANNUALLY. THIS INFORMATION IS PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WITH COMPENSATION BEING APPROVED WITHOUT PARTICIPATION BY THE PERSON WHOSE COMPENSATION WAS BEING APPROVED OR ANY OTHER INDIVIDUAL WITH A CONFLICT OF INTEREST, ALL OF WHICH IS DOCUMENTED IN COMMITTEE MINUTES.
FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE HOSPITAL AND ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VIII, LINE 11D OTHER MISCELLANEOUS REVENUE ALL OTHER REVENUE - TOTAL REVENUE: 172303, RELATED OR EXEMPT FUNCTION REVENUE: 172303, UNRELATED BUSINESS REVENUE: , REVENUE EXCLUDED FROM TAX UNDER SECTIONS 512, 513, OR 514: ;
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES PENSION LIABILITY ADJUSTMENT - 14951184; CHANGE IN BENEFICIAL INTEREST - 4153133; INVESTMENT IN PEDI ORTHO HEALTH CORPORATION - -1800000; OTHER NON-OPERATING LOSSES AND ADJUSTMENTS - -999; TOTAL - 17303318;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID: 24020961
Software Version: 2024v5.1
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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 19,914,614 324,094,293   No -249,042   No 95.08 %
(2) ALGERT INTERNATIONAL SMALL CAP FUND LP

101 CALIFORNIA STREET SUITE 4225
SAN FRANCISCO,CA94111
81-5047625 		INVESTMENTS CA TEXAS SCOTTISH RITE HOSPITAL
  		EXCLUDED 20,121,077 158,831,682   No 0   No 73.22 %










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 (1)

 
 
CHARITABLE REMAINDER TRUST TX NA
  		TRUST         No












Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
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 1,900,078 MARKET VALUE
(2) TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN FOUNDATION

 C 326,663 MARKET VALUE
(3) PEDI ORTHO HEALTH CORPORATION

 L 219,339 MARKET VALUE
(4) PEDI ORTHO HEALTH CORPORATION

 Q 2,349,245 MARKET VALUE
(5) PEG WELBORN PRIVATE EQUITY FUND LP

 B 59,018,248 CASH
(6) PEG WELBORN PRIVATE EQUITY FUND LP

 C 57,504,611 CASH
(7) TSRH SCHOLARSHIP FUND

 P 98,301 MARKET
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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