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Nonprofiteer
← PEDI-ORTHO HEALTH CORPORATION

Form 990 for tax year 2022

Filed by PEDI-ORTHO HEALTH CORPORATION.

Totals

Total revenue
$4,022,995
Total expenses
$5,090,410
Contributions and grants received
$99,310
Grants paid
$0
Program service revenue
$3,891,532
Investment income
$32,153
Other revenue
$0
Total assets, end of year
$5,763,649
Total liabilities, end of year
$4,793,220
Net assets or fund balances, end of year
$970,429
Program services expenses (Part IX)
$4,891,274
Management and general expenses
$199,136
Fundraising expenses
$0
Program service expenses (Part III)
$4,891,274

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTINE A HO MD

    VICE CHAIRMAN/DIRECTOR

    Total calculated
    $840,317
    From this org
    $754,186
    From related orgs
    $23,300
    Other
    $62,831
    Hours/week
    31 + 1 related

    Schedule J breakdown matched by us

    Base
    $680,962 + $23,300 related
    Bonus
    $0
    Other
    $73,224
    Deferred
    $18,300
    Nontaxable benefits
    $44,531
    Filer's total
    $817,017 + $23,300 related

  • DANIEL J SUCATO MD MS

    CHAIRMAN/DIRECTOR

    Total calculated
    $1,999,998
    From this org
    $18,100
    From related orgs
    $1,354,180
    Other
    $627,718
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $18,100 + $847,444 related
    Bonus
    $0
    Other
    $0 + $506,736 related
    Deferred
    $0 + $590,937 related
    Nontaxable benefits
    $0 + $36,781 related
    Filer's total
    $18,100 + $1,981,898 related

  • AMY L MCINTOSH MD

    DIRECTOR

    Total calculated
    $39,200
    From this org
    $39,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 39 related

  • ANTHONY I RICCIO MD

    DIRECTOR

    Total calculated
    $899,435
    From this org
    $40,200
    From related orgs
    $796,404
    Other
    $62,831
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $40,200 + $734,361 related
    Bonus
    $0
    Other
    $0 + $62,043 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $44,531 related
    Filer's total
    $40,200 + $859,235 related

  • BRANDON A RAMO MD

    DIRECTOR

    Total calculated
    $925,899
    From this org
    $38,000
    From related orgs
    $830,068
    Other
    $57,831
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $38,000 + $756,685 related
    Bonus
    $0
    Other
    $0 + $73,383 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $39,531 related
    Filer's total
    $38,000 + $887,899 related

  • CHRISTOPHER M STUTZ MD

    DIRECTOR

    Total calculated
    $830,933
    From this org
    $36,000
    From related orgs
    $742,842
    Other
    $52,091
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $36,000 + $683,108 related
    Bonus
    $0
    Other
    $0 + $59,734 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $33,791 related
    Filer's total
    $36,000 + $794,933 related

  • COREY S GILL MD

    DIRECTOR

    Total calculated
    $38,000
    From this org
    $38,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAVID A PODESZWA MD

    DIRECTOR

    Total calculated
    $1,089,036
    From this org
    $43,000
    From related orgs
    $764,366
    Other
    $281,670
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $43,000 + $702,303 related
    Bonus
    $0
    Other
    $0 + $62,063 related
    Deferred
    $0 + $242,889 related
    Nontaxable benefits
    $0 + $38,781 related
    Filer's total
    $43,000 + $1,046,036 related

  • HENRY B ELLIS MD

    DIRECTOR

    Total calculated
    $959,057
    From this org
    $54,050
    From related orgs
    $848,426
    Other
    $56,581
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $54,050 + $764,309 related
    Bonus
    $0
    Other
    $0 + $84,117 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $38,281 related
    Filer's total
    $54,050 + $905,007 related

  • JAYSSON BROOKS MD

    DIRECTOR

    Total calculated
    $870,409
    From this org
    $38,000
    From related orgs
    $795,147
    Other
    $37,262
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $38,000 + $754,071 related
    Bonus
    $0
    Other
    $0 + $41,076 related
    Deferred
    $0 + $5,020 related
    Nontaxable benefits
    $0 + $32,242 related
    Filer's total
    $38,000 + $832,409 related

  • KARL E RATHJEN MD

    DIRECTOR

    Total calculated
    $850,983
    From this org
    $6,100
    From related orgs
    $645,317
    Other
    $199,566
    Hours/week
    1 + 31 related

    Schedule J breakdown matched by us

    Base
    $6,100 + $567,504 related
    Bonus
    $0
    Other
    $0 + $77,813 related
    Deferred
    $0 + $186,933 related
    Nontaxable benefits
    $0 + $12,633 related
    Filer's total
    $6,100 + $844,883 related

  • LAWSON A COPLEY MD

    DIRECTOR

    Total calculated
    $1,201,377
    From this org
    $828,912
    From related orgs
    $13,550
    Other
    $358,915
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $628,587 + $13,550 related
    Bonus
    $0
    Other
    $200,325
    Deferred
    $322,134
    Nontaxable benefits
    $36,781
    Filer's total
    $1,187,827 + $13,550 related

  • MEGAN JOHNSON MD

    DIRECTOR

    Total calculated
    $892,382
    From this org
    $38,000
    From related orgs
    $799,301
    Other
    $55,081
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $38,000 + $738,526 related
    Bonus
    $0
    Other
    $0 + $60,775 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $36,781 related
    Filer's total
    $38,000 + $854,382 related

  • PHILIP L WILSON MD

    DIRECTOR

    Total calculated
    $1,157,833
    From this org
    $48,800
    From related orgs
    $842,482
    Other
    $266,551
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $48,800 + $777,854 related
    Bonus
    $0
    Other
    $0 + $64,628 related
    Deferred
    $0 + $254,046 related
    Nontaxable benefits
    $0 + $12,505 related
    Filer's total
    $48,800 + $1,109,033 related

  • ROBERT L WIMBERLY MD

    DIRECTOR

    Total calculated
    $899,414
    From this org
    $41,900
    From related orgs
    $794,933
    Other
    $62,581
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $41,900 + $733,066 related
    Bonus
    $0
    Other
    $0 + $61,867 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $44,281 related
    Filer's total
    $41,900 + $857,514 related

  • WILLIAM Z MORRIS MD

    DIRECTOR

    Total calculated
    $824,990
    From this org
    $38,000
    From related orgs
    $724,909
    Other
    $62,081
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $38,000 + $668,020 related
    Bonus
    $0
    Other
    $0 + $56,889 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $43,781 related
    Filer's total
    $38,000 + $786,990 related

  • LORI L DALTON

    SECRETARY

    Total calculated
    $654,622
    From this org
    $0
    From related orgs
    $597,634
    Other
    $56,988
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,526 related
    Bonus
    $0
    Other
    $0 + $51,108 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $38,688 related
    Filer's total
    $0 + $654,622 related

  • MICHELLE C HAYS Start 0223

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • ROBERT L WALKER

    PRESIDENT

    Total calculated
    $1,490,951
    From this org
    $0
    From related orgs
    $1,453,410
    Other
    $37,541
    Hours/week
    1 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,367,319 related
    Bonus
    $0
    Other
    $0 + $86,091 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $37,541 related
    Filer's total
    $0 + $1,490,951 related

  • BENJAMIN S RICHARDS III MD End 0621

    Former DIRECTOR

    Total calculated
    $308,276
    From this org
    $0
    From related orgs
    $143,238
    Other
    $165,038
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $143,238 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $165,038 related
    Filer's total
    $0 + $308,276 related

  • CHARLES E JOHNSTON II MD End 0421

    Former DIRECTOR

    Total calculated
    $427,116
    From this org
    $0
    From related orgs
    $206,531
    Other
    $220,585
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $103,960 related
    Bonus
    $0
    Other
    $0 + $102,571 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $220,585 related
    Filer's total
    $0 + $427,116 related

  • JOHN A HERRING End 0820 MD

    Former DIRECTOR

    Total calculated
    $483,373
    From this org
    $0
    From related orgs
    $175,658
    Other
    $307,715
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $175,658 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $307,715 related
    Filer's total
    $0 + $483,373 related

  • TAMMIE L SIBLEY End 0722

    Former Treasurer

    Total calculated
    $432,050
    From this org
    $0
    From related orgs
    $405,046
    Other
    $27,004
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $353,176 related
    Bonus
    $0
    Other
    $0 + $51,870 related
    Deferred
    $0 + $13,073 related
    Nontaxable benefits
    $0 + $13,931 related
    Filer's total
    $0 + $432,050 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
NON-QUALIFIED PENSION & RETIREMENT BENEFITS 1.) THE RESTORATION OF RETIREMENT INCOME PLAN (RRIP) IS A NON-QUALIFIED PLAN AVAILABLE TO ELIGIBLE EMPLOYEES THROUGH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN, A RELATED ORGANIZATION AND SOLE MEMBER OF PEDI-ORTHO HEALTH CORPORATION. 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 EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HAVE PREVIOUSLY VESTED IN THE RRIP AND ACCRUED ADDITIONAL BENEFITS DURING 2022 WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNTS. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5): LAWSON A. COPLEY, MD - 169,476 KARL E. RATHJEN, MD - 53,691 DANIEL J. SUCATO, MD - 458,392 ** UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN ARE NON-VESTED PARTICIPANTS WHO ARE ACCRUING AN ANNUAL BENEFIT IN 2022. (INCLUDED ON SCHEDULE J, PART II, COLUMN C): DAVID A. PODESZWA - 122,856 PHILIP L. WILSON, MD - 133,751 ***UNDER THE TERMS OF THE RRIP, THE FOLLOWING EMPLOYEE OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN VESTED AS A PARTICIPANT IN 2020. THE VESTED AMOUNT IS SUBJECT TO TAXATION. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5): NO PARTICIPANTS VESTED DURING 2022 **** UNDER THE TERMS OF THE RRIP, THE FOLLOWING FORMER DIRECTOR AND EMPLOYEE OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN HAS RETIRED AND RECEIVED PAYMENTS FROM THE PLAN WHICH ARE SUBJECT TO TAXATION, IN THE FOLLOWING AMOUNT. (INCLUDED IN SCHEDULE J, PART II, COL B (III) & W-2, BOX 5): CHARLES E. JOHNSTON, II, 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) - 143,238 THE FLEXIBLE BENEFITS PLAN IS A NON-QUALIFIED PLAN THROUGH TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN, A RELATED ORGANIZATION AND SOLE MEMBER OF PEDI-ORTHO HEALTH CORPORATION. THE PLAN PROVIDES LIFE INSURANCE, DISABILITY INSURANCE, LONG-TERM CARE INSURANCE AND/OR RETIREMENT BENEFITS TO ELIGIBLE EMPLOYEES 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 RETIREMENT ACCOUNT CONTRIBUTIONS BECOME TAXABLE TO A PARTICIPANT WHEN PAID OR MADE AVAILABLE TO THE PARTICIPANT. UNDER THE TERMS OF THE FLEXIBLE BENEFITS PLAN, THE FOLLOWING EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2022. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5): JAYSSON BROOKS, MD - 31,773 LORI L. DALTON - 24,102 HENRY B. ELLIS, MD - 31,773 COREY S. GILL, MD - 31,744 MEGAN E. JOHNSON, MD - 31,773 AMY L. MCINTOSH, MD - 31,773 WILLIAM Z. MORRIS, MD - 28,263 DAVID A. PODESZWA, MD - 30,849 BRANDON A. RAMO, MD - 32,482 KARL E. RATHJEN, MD - 24,122 ANTHONY I. RICCIO, MD - 31,773 CHRISTOPHER M. STUTZ - 30,654 TAMMIE L. SIBLEY(RES 07/26/2022) - 23,175 DANIEL J. SUCATO, MD - 48,344 ROBERT L. WALKER - 60,840 PHILIP L. WILSON, MD - 32,685 ROBERT L. WIMBERLY, MD - 31,773 UNDER THE TERMS OF THE FLEXIBLE BENEFITS PLAN, THE FOLLOWING EMPLOYEES OF PEDI-ORTHO HEALTH CORPORATION WERE TAXED ON THE FOLLOWING AMOUNTS FOR CALENDAR YEAR 2022. (INCLUDED ON SCHEDULE J, PART II, COLUMN B(III) AND W-2, BOX 5): LAWSON A. COPLEY, MD - 30,849 CHRISTINE A. HO, MD - 27,279 THE DEFINED BENEFIT RETIREMENT PLAN FOR THE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN (DB PLAN) IS A QUALIFIED PLAN OF A RELATED THE RETIREMENT BENEFITS ARE BASED UPON THE PARTICIPANT'S YEARS OF BENEFIT THAT HAS ACCRUED FOR A PARTICIPANT IS REPORTED AS THE ANNUAL ENTITY. THE DB PLAN WAS CLOSED TO NEW ENTRANTS BEGINNING OCTOBER 2005. SERVICE AND AVERAGE MONTHLY COMPENSATION. THE VALUE OF THE ANNUAL RETIREMENT BENEFIT. THE VALUE OF THE ANNUAL ACCRUED BENEFIT OF THE DB PLAN, INCLUDED ON SCHEDULE J, PART II COLUMN C: DAVID A. PODESZWA - 120,033 KARL E. RATHJEN, MD - 133,242 DANIEL J. SUCATO, MD - 132,545 PHILIP WILSON, MD - 120,295 UNDER THE TERMS OF THE DEFINED BENEFIT RETIREMENT PLAN FOR THE EMPLOYEES OF TEXAS SCOTTISH RITE HOSPITAL , THE FOLLOWING EMPLOYEES OF PEDI ORTH HEALTH CORPORATION PARTICIPATE IN THE PLAN INCLUDED ON SCHEDULE J, PART II COLUMN C: LAWSON A. COPLEY, MD - 152,658
Schedule J, Part I, Line 3 Compensation Process
The compensation of the President is paid and determined by Texas Scottish Rite Hospital for Children. See Schedule O, Part VI, Line 15a disclosure regarding the process for establishing compensation.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (2)

    Trust · CHARITABLE REMAINDER TRUST

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202412289349303556

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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