SCAN HEALTH PLAN: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCAN HEALTH PLAN (EIN 95-3858259)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349305279
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T15:17:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953858259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCAN HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 5629895100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SACHIN JAIN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5629895100 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA KOLAKALURI | PreparerPersonNm |
| PTIN | P01275237 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SACHIN JAIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,208,261,759 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCANHEALTHPLAN.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1493 | TotalEmployeeCnt |
| Total Volunteers | 168 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,164,910 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,884,915 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,292,755,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,906,231,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,889,836 | PYInvestmentIncomeAmt |
| CY Investment Income | $27,911,920 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,314,809,758 | PYTotalRevenueAmt |
| CY Total Revenue | $4,939,028,050 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,442,475 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,223,185 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $184,251,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $206,769,230 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,056,223,762 | PYOtherExpensesAmt |
| CY Other Expenses | $4,657,166,727 | CYOtherExpensesAmt |
| PY Total Expenses | $4,244,917,660 | PYTotalExpensesAmt |
| CY Total Expenses | $4,867,159,142 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $69,892,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,868,908 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $894,518,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,063,916,660 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $302,639,761 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375,704,004 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $591,879,215 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $688,212,656 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,761,284,222 | ExpenseAmt |
| Grant | $300,250 | GrantAmt |
| Revenue | $4,905,823,339 | RevenueAmt |
| Desc | SCAN HEALTH CARE SERVICES:SCAN HEALTH PLAN HAS A CULTURE OF QUALITY AND A LONG HISTORY OF FULFILLING OUR MISSION: KEEPING SENIORS HEALTHY AND INDEPENDENT. AS A MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLAN (MAPD) IN CALIFORNIA, SCAN COLLABORATES WITH A NETWORK OF DELEGATED PROVIDERS TO OFFER MEDICARE AND MEDI-CAL COVERED HEALTH AND BEHAVIORAL HEALTHCARE AND ADDITIONAL SUPPLEMENTAL BENEFITS. OUR MEMBER-CENTRIC MODEL OF CARE ENSURES QUALITY, INDIVIDUALIZED CARE FOR ALL MEMBERS, INCLUDING MEMBERS WITH SPECIAL NEEDS SUCH AS MEMBERS ELIGIBLE FOR BOTH MEDICARE AND MEDICAID, MEMBERS WITH CHRONIC CONDITIONS AND FRAIL MEMBERS WITH FUNCTIONAL DEFICITS. (SEE SCHEDULE O FOR FURTHER DISCUSSION) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,525,655 | ExpenseAmt |
| Grant | $2,922,935 | GrantAmt |
| Desc | INDEPENDENCE AT HOME:SCAN'S MISSION OF KEEPING SENIORS HEALTHY AND INDEPENDENT IS NOT LIMITED TO SCAN MEMBERS. SCAN RECOGNIZES ITS RESPONSIBILITY TO ENHANCE THE QUALITY OF LIFE FOR ALL THOSE IN THE COMMUNITIES WE SERVE. TO THAT END, SCAN SPONSORS AND PROMOTES INNOVATIVE GERIATRIC RESEARCH, INVESTS IN SIGNIFICANT COMMUNITY EDUCATION AND OUTREACH EFFORTS, AND SUPPORTS LIKE-MINDED COMMUNITY ORGANIZATIONS THROUGH GRANTS. THE CORNERSTONE OF SCAN'S COMMUNITY ENGAGEMENT COMES THROUGH INDEPENDENCE AT HOME (IAH), SCAN'S COMMUNITY BENEFIT DIVISION.THROUGH THE PROGRAMS RUN BY IAH, SCAN HAS CONNECTED WITH TENS OF THOUSANDS OF SENIORS (SEE SCHEDULE O FOR FURTHER DISCUSSION) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $408,876 | ExpenseAmt |
| Revenue | $408,876 | RevenueAmt |
| Desc | SCAN HEALTH PLAN, A MEDI-CAL MANAGED CARE PLAN, PARTICIPATED IN THE HOUSING AND HOMELESSNESS INCENTIVE PROGRAM, HHIP, ADMINISTERED THROUGH THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES, DHCS AND FUNDED BY THE CA AMERICAN RESCUE PLAN ACT OF 2021 AND MATCHING FEDERAL FUNDING. SCAN HEALTH PLAN FOCUSED ON COMMUNITY SUPPORTS FOR ITS MEMBERS WHO ARE EXPERIENCING HOMELESSNESS OR WHO ARE AT RISK OF LOSING HOUSING BY OFFERING ACCESS TO FOLLOWING SERVICES: HOUSING TRANSITION NAVIGATION SERVICES, HOUSING DEPOSITS, HOUSING TENANCY AND SUSTAINING SERVICES, SHORT-TERM POST-HOSPITALIZATION HOUSING AND RECUPERATIVE CARE. SCAN HEALTH PLAN SPENT $406,876 RECEIVED FROM HHIP FUNDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,778,218,753 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3933 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1493 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGINIA A HAVAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629895100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY STE 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAIN MD SACHIN H | |||||||||
| PRESIDENT & CEO | 27.00 | 13.00 | Yes (X) | Yes (X) | $3,268,166 | $0 | $1,554,958 | ||
| ROSENSTOCK LINDA | |||||||||
| CHAIRPERSON | 0.86 | 10.54 | Yes (X) | Yes (X) | $0 | $200,000 | $0 | ||
| JONES BRANDON | |||||||||
| DIRECTOR | 0.71 | 9.79 | Yes (X) | $0 | $166,500 | $0 | |||
| ORTIZ CELESTE | |||||||||
| DIRECTOR | 0.71 | 9.79 | Yes (X) | $0 | $166,500 | $0 | |||
| RUIZ DE LUZURIAGA FRANCESCA | |||||||||
| DIRECTOR | 0.63 | 8.47 | Yes (X) | $0 | $152,000 | $0 | |||
| PHILLIPS CHERYL | |||||||||
| DIRECTOR | 0.55 | 8.05 | Yes (X) | $0 | $141,055 | $0 | |||
| ELLIS ROSEMARY | |||||||||
| DIRECTOR | 0.50 | 7.90 | Yes (X) | $0 | $126,667 | $0 | |||
| TURNER ROSEMARY | |||||||||
| DIRECTOR | 0.55 | 4.95 | Yes (X) | $0 | $117,000 | $0 | |||
| CAIN COLLEEN | |||||||||
| DIRECTOR | 0.56 | 5.04 | Yes (X) | $0 | $114,000 | $0 | |||
| ALLOCCO ANDREW | |||||||||
| DIRECTOR | 0.50 | 4.50 | Yes (X) | $0 | $90,000 | $0 | |||
| CHIN HANSEN JENNIE | |||||||||
| DIRECTOR | 0.50 | 4.50 | Yes (X) | $0 | $90,000 | $0 | |||
| CHU BENJAMIN | |||||||||
| DIRECTOR (BEG 01/2023) | 0.50 | 4.50 | Yes (X) | $0 | $90,000 | $0 | |||
| NAVATHE AMOL | |||||||||
| DIRECTOR (BEG 01/2023) | 0.50 | 4.50 | Yes (X) | $0 | $90,000 | $0 | |||
| PLUMB MICHAEL | |||||||||
| CHIEF FINANCIAL OFFICER | 27.00 | 13.00 | Yes (X) | $1,101,248 | $0 | $666,170 | |||
| SCHULTE KAREN H | |||||||||
| PRESIDENT, MEDICARE (BEG 12/2022) | 29.00 | 11.00 | Yes (X) | $740,787 | $0 | $486,465 | |||
| KROEKER KEVIN B | |||||||||
| SPECIAL COUNSEL (END 07/2023) | 27.00 | 13.00 | Yes (X) | $0 | $1,017,186 | $51,046 | |||
| DELPHIN-RODRIGUEZ RENEE C | |||||||||
| CHIEF LEGAL OFFICER & GC (BEG 3/23) | 27.00 | 13.00 | Yes (X) | $0 | $435,053 | $374,248 | |||
| BATRA ROMILLA A | |||||||||
| CHIEF MEDICAL OFFICER (END 09/2023) | 32.00 | 8.00 | $1,930,843 | $0 | $32,379 | Yes (X) | |||
| GOODE JOSH K | |||||||||
| CHIEF INFORMATION OFFICER | 32.00 | 8.00 | $0 | $1,394,386 | $475,679 | Yes (X) | |||
| MONK NANCY J | |||||||||
| CHIEF OPERATIONS OFFICER | 30.00 | 10.00 | $0 | $1,128,510 | $537,664 | Yes (X) | |||
| STANISLAW SHERRY | |||||||||
| GENERAL MANAGER OFFICER (END 06/2023) | 30.00 | 10.00 | $1,246,301 | $0 | $32,580 | Yes (X) | |||
| LEUNG KWAN-MOON | |||||||||
| SVP, CHIEF DATA OFFICER | 34.00 | 6.00 | $0 | $790,378 | $290,566 | Yes (X) | |||
| CRAWLEY-HERBERT LINDSAY | |||||||||
| CHIEF PEOPLE OFFICER | 32.00 | 8.00 | $0 | $681,544 | $335,185 | Yes (X) | |||
| PARVINCHIHA MD PAYAM | |||||||||
| CVP, CHIEF MEDICAL DIRECTOR (BEG 09/2023) | 32.00 | 8.00 | $675,684 | $0 | $227,079 | Yes (X) | |||
| GELB EVE | |||||||||
| SVP DUALS (END 01/2023) | 40.00 | $803,869 | $0 | $5,511 | Yes (X) | ||||
| SELBY JILL V | |||||||||
| SVP PRODUCT DEV & MKT EXP | 29.50 | 10.50 | $0 | $591,867 | $57,440 | Yes (X) | |||
| BLEA MICHAEL | |||||||||
| CVP, CHIEF GROWTH OFFICER (BEG 02/2023) | 31.00 | 9.00 | $0 | $416,368 | $145,644 | Yes (X) | |||
| HAWKINS GINETTE | |||||||||
| SVP, CHIEF RISK OFFICER | 27.00 | 13.00 | $0 | $420,404 | $95,275 | Yes (X) | |||
| JHAWAR SHARONJIT K | |||||||||
| CVP, CHIEF PHARM OFFICER | 36.00 | 4.00 | $610,725 | $0 | $216,961 | Yes (X) | |||
| HAVAI VIRGINIA A | |||||||||
| VP CONTROLLER | 29.00 | 11.00 | $526,736 | $0 | $194,989 | Yes (X) | |||
| BOND CHRISTOPHER S | |||||||||
| VICE PRESIDENT SALES (END 12/2023) | 32.00 | 8.00 | $655,718 | $0 | $47,034 | Yes (X) | |||
| MALONEY PATRICK | |||||||||
| CVP, OPERATIONS | 40.00 | $497,786 | $0 | $183,097 | Yes (X) | ||||
| PETITO JOHN W | |||||||||
| CVP, TRANSFORMATION | 40.00 | $607,413 | $0 | $48,964 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,665,276 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,419,418 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,058,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 348 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS INC | |||||
| ONE EXPRESS WAY | ST LOUIS | MO | 93121 | MEDICAL SERVICES | $997,431,646 |
| DAVITA HEALTHCARE PARTNERS PLAN INC | |||||
| 2175 PARK PLACE | EL SEGUNDO | CA | 90245 | MEDICAL SERVICES | $949,711,881 |
| HERITAGE PROVIDER NETWORK | |||||
| 8510 BALBOA BLVD STE 285 | NORTHRIDGE | CA | 91325 | MEDICAL SERVICES | $542,979,944 |
| PRIMECARE MEDICAL NETWORK | |||||
| 3990 CONCOURSE STE 500 | ONTARIO | CA | 91764 | MEDICAL SERVICES | $309,649,360 |
| MONARCH HEALTH PLAN | |||||
| 7 TECHNOLOGY DR | IRVINE | CA | 92618 | MEDICAL SERVICES | $225,042,817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 143 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,884,915 | GovernmentGrantsAmt |
| Total Contributions | $4,884,915 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE PREMIUMS | 900099 | $4,819,320,528 | $4,819,320,528 |
| MEDI-CAL PREMIUMS | 900099 | $86,910,687 | $86,910,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,906,231,215 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,007,655 | TotalRevenueColumnAmt |
| Exclusion | $30,007,655 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,137,974 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $269,233,709 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,095,735 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,095,735 | TotalRevenueColumnAmt |
| Exclusion | -$2,095,735 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,939,028,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,906,231,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,911,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,223,185 | TotalAmt |
| Program Services | $3,223,185 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,645,010 | TotalAmt |
| Program Services | $7,257,198 | ProgramServicesAmt |
| Management And General | $5,387,812 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,039,668 | TotalAmt |
| Program Services | $111,336,158 | ProgramServicesAmt |
| Management And General | $43,703,510 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,428,754 | TotalAmt |
| Program Services | $7,840,311 | ProgramServicesAmt |
| Management And General | $3,588,443 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,055,621 | TotalAmt |
| Program Services | $14,172,855 | ProgramServicesAmt |
| Management And General | $2,882,766 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,600,177 | TotalAmt |
| Program Services | $8,139,045 | ProgramServicesAmt |
| Management And General | $2,461,132 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206,886 | TotalAmt |
| Program Services | $34,765 | ProgramServicesAmt |
| Management And General | $1,172,121 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,188 | TotalAmt |
| Program Services | $39,156 | ProgramServicesAmt |
| Management And General | $422,032 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649,579 | TotalAmt |
| Program Services | $649,579 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,868 | TotalAmt |
| Management And General | $719,868 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,489,867,505 | TotalAmt |
| Program Services | $4,477,832,105 | ProgramServicesAmt |
| Management And General | $12,035,400 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,529,609 | TotalAmt |
| Program Services | $16,339,728 | ProgramServicesAmt |
| Management And General | $189,881 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,880,431 | TotalAmt |
| Program Services | $4,549,881 | ProgramServicesAmt |
| Management And General | $330,550 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,890,942 | TotalAmt |
| Program Services | $18,587,976 | ProgramServicesAmt |
| Management And General | $8,302,966 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,438,518 | TotalAmt |
| Program Services | $6,367,037 | ProgramServicesAmt |
| Management And General | $2,071,481 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,691,490 | TotalAmt |
| Program Services | $1,203,732 | ProgramServicesAmt |
| Management And General | $487,758 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,390 | TotalAmt |
| Program Services | $276,916 | ProgramServicesAmt |
| Management And General | $143,474 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259 | TotalAmt |
| Program Services | $7 | ProgramServicesAmt |
| Management And General | $252 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,742,075 | TotalAmt |
| Program Services | $2,731,542 | ProgramServicesAmt |
| Management And General | $1,010,533 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,882 | TotalAmt |
| Program Services | $149,819 | ProgramServicesAmt |
| Management And General | $1,317,063 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BROKER COMMISSIONS | $94,494,922 | $94,494,922 | |
| OTHER | $3,629,393 | $2,310,952 | $1,318,441 |
| FEDERAL, STATE, COUNTY | $1,218,328 | $401,947 | $816,381 |
| DUES AND SUBSCRIPTIONS | $858,462 | $279,937 | $578,525 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,867,159,142 | TotalAmt |
| Program Services | $4,778,218,753 | ProgramServicesAmt |
| Management And General | $88,940,389 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,924,910 | BOYAmt |
| EOY | -$4,062,098 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,957,830 | BOYAmt |
| EOY | $312,709,062 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,813,604 | BOYAmt |
| EOY | $335,468,689 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,138,057 | BOYAmt |
| EOY | $1,550,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,462,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,731,880 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,336,251 | BOYAmt |
| EOY | $7,731,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,925,159 | BOYAmt |
| EOY | $155,008,811 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,972,985 | BOYAmt |
| EOY | $255,210,473 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,518,976 | BOYAmt |
| EOY | $1,063,916,660 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,750,186 | BOYAmt |
| EOY | $367,318,774 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,044,589 | BOYAmt |
| EOY | $778,844 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,844,986 | BOYAmt |
| EOY | $7,606,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,639,761 | BOYAmt |
| EOY | $375,704,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,879,215 | BOYAmt |
| EOY | $688,212,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,879,215 | BOYAmt |
| EOY | $688,212,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $894,518,976 | BOYAmt |
| EOY | $1,063,916,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $71,868,908 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,464,533 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,510,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,928,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,942,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,164,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,884,915 | CurrentTaxYearAmt |
| Total | $20,430,799 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,081,294,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,401,067,288 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,444,727,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,292,755,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,906,231,215 | CurrentTaxYearAmt |
| Total | $19,126,075,631 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,084,805,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,404,995,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,448,669,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,296,919,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,911,116,130 | CurrentTaxYearAmt |
| Total | $19,146,506,430 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,146,506,430 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,394,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,483,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,489,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,719,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,007,655 | CurrentTaxYearAmt |
| Total | $66,094,752 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,394,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,483,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,489,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,719,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,007,655 | CurrentTaxYearAmt |
| Total | $66,094,752 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,945 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,931 | CurrentTaxYearMinus2YearsAmt |
| Total | $45,915 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,095,210,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,413,478,952 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,456,194,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,306,638,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,941,123,785 | CurrentTaxYearAmt |
| Total | $19,212,647,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99660 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99740 | PublicSupportPY509Pct |
| Investment Income CY | 0.00340 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00260 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2019 AMOUNT: $ 10,945. 2020 AMOUNT: $ 39. 2021 AMOUNT: $ 34,931. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $40,516 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,075,028 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,115,544 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART II-B LINE 1 LOBBY ACTIVITIES: SCAN HEALTH PLAN HAS A DEPARTMENT THAT ROUTINELY MONITORS LEGISLATION FOR THE ORGANIZATION, ENGAGES LOBBYISTS, STAYS CURRENT ON ISSUES AND PROVIDES INFORMATION ON POLICY ISSUES WHEN NEEDED TO ELECTED OFFICIALS. OTHER ACTIVITIES - INCLUDE PARTICIPATING WITH INDUSTRY GROUPS ON ISSUES, PROVIDING FEEDBACK, ADVOCATING FOR POLICIES THAT WILL SUPPORT THE MISSION OF SCAN AND ITS MEMBERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,604,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,496,208 | DepreciationAmt |
| Book Value | $4,108,518 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,791,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,304,868 | DepreciationAmt |
| Book Value | $486,225 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,067,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,930,804 | DepreciationAmt |
| Book Value | $3,136,290 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,731,033 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US GOVERNMENT & AGENCY OBLIGATIONS | $60,444,309 | F |
| CORPORATE BONDS | $81,950,927 | F |
| ASSET-BACKED SECURITIES | $38,617,245 | F |
| US GOVERNMENT AND AGENCY OBLIGATIONS | $74,197,992 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $255,210,473 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMP 457 LIABILITY | $7,291,383 |
| DEFERRED LT INCENTIVE COMP PLAN | $315,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,606,386 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,938,308,182 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,938,308,182 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $719,868 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $719,868 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,939,028,050 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,866,439,274 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,866,439,274 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $719,868 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $719,868 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,867,159,142 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE COMPANY IS RECOGNIZED AS A TAX-EXEMPT ENTITY UNDER IRC SECTION 501(C)(3) AND CALIFORNIA REVENUE CODE SECTION 23701(D). UNDER FASB ASC 740, INCOME TAXES, THE COMPANY IS REQUIRED TO RECOGNIZE A LIABILITY FOR EACH UNCERTAIN TAX POSITION AT THE AMOUNT ESTIMATED TO BE REQUIRED TO SETTLE THE ISSUES. AS OF DECEMBER 31, 2023, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS. THE FEDERAL INCOME TAX RETURN HAS A THREE-YEAR STATUTE OF LIMITATION AND THE CALIFORNIA RETURN HAS A FOUR-YEAR STATUTE OF LIMITATION, FROM THE LATTER OF A) THE DUE DATE OF THE RETURN OR B) THE DATE THE RETURN IS FILED. DURING THIS TIME PERIOD, THE INCOME TAX RETURNS COULD BE SUBJECT TO EXAMINATION. THE FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION FROM 2020 THROUGH 2022 AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION FROM 2019 THROUGH 2022. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AFFORDABLE LIVING FOR THE AGING | |||||||||
| 937 N FAIRFAX AVE | WEST HOLLYWOOD | CA | 90046 | 953301874 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT THE SHARED HOUSING PROGRAM TO CONNECT LOW-INCOME HOUSING SEEKERS WITH OLDER ADULTS WHO HAVE A SPARE BEDROOM AND NEED FINANCIAL AND/OR DAILY LIVING SUPPORT. | |
| ALPERT JEWISH COMMUNITY CENTER (JEWISH LONG BEACH) | |||||||||
| 3801 EAST WILLOW STREET | LONG BEACH | CA | 90815 | 951647830 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT THE JESSIE BUTLER SENIOR LUNCHEON PROGRAM IN LONG BEACH. | |
| ALZHEIMER'S LOS ANGELES | |||||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | 953718119 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT THE FAMILY CAREGIVER EMERGENCY AND ASSISTANCE PROGRAM. | |
| ALZHEIMER'S SAN DIEGO | |||||||||
| 3635 RUFFIN ROAD SUITE 300 | SAN DIEGO | CA | 92123 | 475534541 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT ALZ COMPANIONS, A VOLUNTEER-BASED RESPITE PROGRAM THAT DELIVERS FREE RESPITE FOR SAN DIEGO COUNTY CAREGIVERS AND COMPANIONSHIP TO THEIR PERSON WITH DEMENTIA. | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | 951690973 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT OASIS PROGRAM FOR LOW-INCOME SENIORS. | |
| CENTRAL CALIFORNIA FOOD BANK | |||||||||
| 4010 E AMENDOLA DRIVE | FRESNO | CA | 93725 | 770320851 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT THE FOOD BANK'S SENIOR HUNGER PROGRAM. | |
| CHRISTIAN OUTREACH IN ACTION | |||||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | 330008271 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT SENIOR WELLNESS DAYS AND SENIOR WEDNESDAY EVENTS, INCLUDING GROCERIES AND HYGIENE BAGS. | |
| COACHELLA VALLEY RESCUE MISSION | |||||||||
| PO BOX 10660 | INDIO | CA | 92202 | 952684844 | 501(C)(3) | $10,000 | $0 | GRANT TO PROVIDE DIRECT ASSISTANCE TO SENIORS FACING UNEXPECTED HEALTH AND LIVING EXPENSES. | |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | |||||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | 952452787 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT SENIOR RESILIENCY PROGRAM. | |
| COMMUNITY COALITION | |||||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | 954298811 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT A FOUR-PART WORKSHOP SERIES CALLED "HEALING CONNECTIONS: A WELLNESS WORKSHOP SERIES FOR SOUTH LA SENIORS." | |
| EL SOL NEIGHBORHOOD EDUCATIONAL CENTER | |||||||||
| 766 NORTH WATERMAN AVE | SAN BERNARDINO | CA | 92372 | 330552297 | 501(C)(3) | $15,000 | $0 | GRANT TO SUPPORT THE VIBRANT LIFE PROGRAM, A CULTURALLY-RESPONSIVE FOOD SECURITY AND OBESITY PREVENTION PROGRAM TARGETING OLDER ADULTS. | |
| FOOD INITIATIVE OF GREATER STANISLAUS | |||||||||
| 120 KERR AVENUE | MODESTO | CA | 95354 | 941496168 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT HOMEBOUND SENIOR DELIVERY SERVICES PROGRAM. | |
| JEWISH FAMILY SERVICE OF THE DESERT | |||||||||
| 490 S FARRELL DRIVE SUITE C208 | PALM SPRINGS | CA | 92262 | 330613083 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT LOW-INCOME OLDER ADULTS WITH CASE MANAGEMENT SERVICES AND EMERGENCY ASSISTANCE. | |
| LATINAS CONTRA CANCER | |||||||||
| 25 N 14TH STREET 670 | SAN JOSE | CA | 95112 | 562412069 | 501(C)(3) | $20,000 | $0 | GRANT TO PROVIDE DIRECT ASSISTANCE TO SENIORS FACING UNEXPECTED HEALTH AND LIVING EXPENSES. | |
| LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED | |||||||||
| 214 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | 941415317 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT THE INDEPENDENT LIVING SKILLS PROGRAM TO BENEFIT PARTICIPANTS (AGE 55+) WITH VISION LOSS. | |
| LOS ANGELES LGBT CENTER | |||||||||
| 1118 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | 953567895 | 501(C)(3) | $62,500 | $0 | GRANT TO SUPPORT EVICTION PREVENTION ADVOCACY, TENANT EDUCATION WORKSHOPS AND LEGAL REPRESENTATION TO OLDER ADULTS (AGE 55+) WHO ARE HOUSING INSECURE AND FACING AND/OR ARE AT-RISK OF EVICTION. | |
| MADERA COUNTY FOOD BANK | |||||||||
| 225 SOUTH PINE STREET 101 | MADERA | CA | 93637 | 770513488 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT THE FOOD BANK'S SENIOR BROWN BAG PROGRAM. | |
| MALCOLM'S HEART | |||||||||
| 10950 ARROW RTE 3002 | RANCHO CUCAMONGA | CA | 91729 | 830652777 | 501(C)(3) | $20,000 | $0 | GRANT TO PROVIDE DIRECT ASSISTANCE TO SENIORS FACING UNEXPECTED HEALTH AND LIVING EXPENSES. | |
| MEALS ON WHEELS OF SAN FRANCISCO INC | |||||||||
| 1375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | 941741155 | 501(C)(3) | $15,000 | $0 | GRANT TO UNDERWRITE HOME-DELIVERED MEALS. | |
| MEALS ON WHEELS SAN DIEGO COUNTY | |||||||||
| 2254 SAN DIEGO AVE STE 200 | SAN DIEGO | CA | 92110 | 952660509 | 501(C)(3) | $20,000 | $0 | GRANT TO UNDERWRITE MEALS FOR OLDER ADULTS RECEIVING CALFRESH. | |
| NEIGHBORHOOD HOUSE ASSOCIATION | |||||||||
| 5660 COPLEY DRIVE | SAN DIEGO | CA | 92111 | 951648184 | 501(C)(3) | $15,000 | $0 | GRANT TO SUPPORT MEALS FOR LOW-INCOME OLDER ADULTS ATTENDING THE ADULT DAY HEALTH CARE PROGRAM AND SENIOR CENTER. | |
| OAKLAND LGBTQ COMMUNITY CENTER INC | |||||||||
| 490 LAKE PARK AVE 10530 | OAKLAND | CA | 94610 | 822258008 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT LGBTQ+ ELDER SERVICES PROGRAM. | |
| ONLOK | |||||||||
| 1333 BUSH STREET | SAN FRANCISCO | CA | 94109 | 943101292 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT DAY SERVICES FOR LGBTQ+ OLDER ADULTS. | |
| PENINSULA FAMILY SERVICE | |||||||||
| 24 2ND AVENUE | SAN MATEO | CA | 94401 | 941186169 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT THE PEER COUNSELING PROGRAM - TRAINED VOLUNTEER COUNSELORS TO OFFER WEEKLY ONE-ON-ONE OR GROUP SUPPORT AND COMPANIONSHIP TO DIVERSE COMMUNITY MEMBERS (AGED 55+). | |
| RAMONA SENIOR CENTER | |||||||||
| 434 AQUA LANE | RAMONA | CA | 92065 | 237222513 | 501(C)(3) | $15,000 | $0 | GRANT TO SUPPORT HOME DELIVERED MEALS FOR OLDER ADULTS WHO ARE HOMEBOUND AND LIVING IN RURAL AREAS. | |
| REACH OUT MORONGO BASIN | |||||||||
| 6539 ADOBE RD PO BOX 2225 | TWENTYNINE PALMS | CA | 92277 | 911934417 | 501(C)(3) | $10,000 | $0 | GRANT TO PROVIDE DIRECT ASSISTANCE TO SENIORS FACING UNEXPECTED HEALTH AND LIVING EXPENSES. | |
| RIVERSIDE COUNTY OFFICE ON AGING | |||||||||
| 3510 CENTRAL AVE SUITE 102 | RIVERSIDE | CA | 92506 | 956000930 | 501(C)(3) | $25,000 | $0 | GRANT TO PROVIDE DIRECT ASSISTANCE TO SENIORS FACING UNEXPECTED HEALTH AND LIVING EXPENSES. | |
| SAN FRANCISCO-MARIN FOOD BANK (THE SAN FRANCISCO FOOD BANK) | |||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT HOME DELIVERED GROCERIES PROGRAM. | |
| SERVING SENIORS | |||||||||
| 525 14TH STREET STE 200 | SAN DIEGO | CA | 92101 | 952850121 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT HOUSING INSECURE OLDER ADULTS WITH CASE MANAGEMENT SERVICES AND EMERGENCY ASSISTANCE SUPPORT. | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS (SEE) INC | |||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | 954116679 | 501(C)(3) | $25,000 | $0 | GRANT TO SUPPORT OUTREACH AND ENGAGEMENT WITH OLDER ADULTS (AGE 55+) IN THE CITY OF LONG BEACH WHO ARE FACING AND/OR ARE AT-RISK OF EVICTION. GRANT ACTIVITIES WILL INCLUDE CANVASSING, TENANTS' RIGHTS WORKSHOPS AND A LEGAL CLINIC TO HELP OLDER ADULT RESIDENTS HELP RESOLVE TENANT AND/OR EVICTION ISSUES. | |
| ST VINCENT MEALS ON WHEELS | |||||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | 953696693 | 501(C)(3) | $20,000 | $0 | GRANT TO SUPPORT BREAKFAST MEALS FOR HOME BOUND OLDER ADULTS. | |
| UNITED CAMBODIAN COMMUNITY | |||||||||
| 2201 E ANAHEIM ST SUITE 200 | LONG BEACH | CA | 90804 | 953442295 | 501(C)(3) | $30,000 | $0 | GRANT TO SUPPORT CAMBODIAN OLDER ADULTS (AGE 55+) THROUGH PROGRAMMATIC SUPPORT FOR UCC'S COMMUNITY WELLNESS PROGRAM (CWP). | |
| VALLEY CENTER FOR THE BLIND | |||||||||
| 3417 W SHAW AVE | FRESNO | CA | 93711 | 942255626 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT CASE MANAGEMENT AND TRANSPORTATION. | |
| VIETNAMESE AMERICAN COMMUNITY CENTER OF THE EAST BAY | |||||||||
| 655 INTERNATIONAL BLVD | OAKLAND | CA | 94606 | 205358946 | 501(C)(3) | $10,000 | $0 | GRANT TO SUPPORT CULTURALLY RELEVANT GROCERY BAGS. | |
| AYUDANDO LATINOS A SONAR | |||||||||
| 636 PURISSIMA ST | HALF MOON BAY | CA | 94019 | 462464722 | 501(C)(3) | $10,000 | $0 | DONATIONS RECEIVED WILL BE DIRECTLY DISTRIBUTED TO VICTIMS, THEIR FAMILIES, AND ALL FARMWORKERS THAT WERE AFFECTED. | |
| CANCER SUPPORT COMMUNITY GREATER SAN GABRIEL VALLEY | |||||||||
| 331 W SIERRA MADRE BLVD | SIERRA MADRE | CA | 91024 | 954201985 | 501(C)(3) | $10,000 | $0 | FUNDS TO SUPPORT BLACK SUPPORT CIRCLE SUPPORT GROUP FOR PEOPLE IMPACTED BY CANCER. | |
| HELP ME HELP YOU | |||||||||
| 620 W 16TH STREET SUITE B | LONG BEACH | CA | 90813 | 710898124 | 501(C)(3) | $10,000 | $0 | FUNDING TO SUPPORT THE LONG BEACH FOOD PANTRY DELIVERY PROGRAM REACHING ELDERLY POPULATION IN SPA 8 OF LA COUNTY WHO HAVE DIFFERENT BARRIERS IN ESSENTIAL GROCERIES. THE PROGRAM WILL HELP RESTORE THE PROVISION OF MEAT, AND/OR DAIRY SUPPLEMENTS. TWO FOOD ITEMS THAT DO NOT OFTEN GET DONATED. | |
| HILLCREST (BRETHREN HILLCREST HOMES) | |||||||||
| 2705 MOUNTAIN VIEW DRIVE | LA VERNE | CA | 91750 | 951809564 | 501(C)(3) | $10,000 | $0 | FUNDRAISER TO RAISE BENEVOLENT FUNDS TO HELP OLDER ADULTS WHO LACK SUFFICIENT RESOURCES TO COVER THE COST OF THEIR CARE. | |
| HOUSING PROVIDERS OF HAWAII | |||||||||
| PO BOX 11811 | HONOLULU | HI | 96828 | 474980676 | 501(C)(3) | $10,000 | $0 | DONATION TO AGENCY WORKING ON SUPPORTING COMMUNITY AFTER THE MAUI WILDFIRES IN AUGUST. FUNDING TO SUPPORT HOME REBUILDING AND MEETING THE NEEDS OF RESIDENTS IMPACTED BY THE MAUI FIRES. | |
| SAN DIEGO SENIORS COMMUNITY FOUNDATION | |||||||||
| 626 TARENTO DRIVE | SAN DIEGO | CA | 92106 | 814910505 | 501(C)(3) | $10,000 | $0 | FUNDING TO SUPPORT SENIOR PROGRAMS AND SERVICES AT 3 SAN DIEGO SENIOR CENTERS THAT SERVICE DIVERSE OLDER ADULTS AND/OR LOCATED IN POORLY RESOURCED COMMUNITIES. | |
| SAN PEDRO MEALS ON WHEELS INC | |||||||||
| 731 S AVERILL AVE | SAN PEDRO | CA | 90732 | 952803612 | 501(C)(3) | $10,000 | $0 | GRANT TO UNDERWRITE NO-COST MEALS FOR LOW-INCOME OLDER ADULTS. | |
| KOREAN AMERICAN COMMUNITY SERVICES | |||||||||
| 136 BURTON AVE | SAN JOSE | CA | 95112 | 942659848 | 501(C)(3) | $19,000 | $0 | SUPPORT SENIOR NUTRITION PROGRAM FOR 8 SENIORS OVER APPROX. 9 MONTHS AND OUTREACH EVENT FOR 150 ISOLATED SENIORS | |
| HEALTH INDUSTRY COLLABORATION EFFORT OF CA DBA INDUSTRY COLLABORATION | |||||||||
| 11260 DONNER PASS ROAD SUITE C1 PMB | TRUKEE | CA | 96161 | 900130332 | 501(C)(3) | $20,000 | $0 | FUNDING CONTRIBUTION TO THE HEALTH INDUSTRY COLLABORATION EFFORT, INC. WILL SUPPORT ANNUAL OPERATING BUDGET AND FURTHER ITS EDUCATIONAL OBJECTIVES. CONTRIBUTIONS ALSO MAKE POSSIBLE THE DEVELOPMENT OF WEB-BASED TOOLS SUCH AS THOSE USED FOR THE CREDENTIALING SHARED AUDIT PROGRAM. | 361 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | 205205488 | 501(C)(3) | $20,000 | $0 | THE SILICON VALLEY COMMUNITY FOUNDATION OPENED EMERGENCY AND DISASTER RELIEF FUND TO MITIGATE THE TRAGEDY THAT UNFOLDED IN HALF MOON BAY AND HELP THOSE AFFECTED BY THE SHOOTING INCIDENT. | |
| ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA | |||||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | 953854152 | 501(C)(3) | $50,000 | $0 | DONATIONS RECEIVED WILL BE DIRECTLY DISTRIBUTED TO SURVIVORS, VICTIMS' FAMILIES AND THE COMMUNITY SERVICES. | |
| CSULB 49ER FOUNDATION | |||||||||
| 6300 E STATE UNIVERSITY DRIVE SUITE | LONG BEACH | CA | 90815 | 452163910 | 501(C)(3) | $52,500 | $0 | STUDENT SCHOLARSHIP PROGRAM: SUPPORT 10 STUDENTS PURSUING GERONTOLOGY, AGING OR RELATED DEGREE WITH THE GOAL OF WORKING WITH OLDER ADULTS. | 332 |
| AMERICAN HEART ASSOCIATION | |||||||||
| PO BOX 4002030 | DES MOINES | IA | 50340 | 135613797 | 501(C)(3) | $125,000 | $0 | THE PURPOSE OF THIS SPONSORSHIP IS TO BENEFIT THE AMERICAN HEART ASSOCIATION (AHA) AND ADVANCE ITS NOT-FOR-PROFIT MISSION TO BE A RELENTLESS FORCE FOR A WORLD OF LONGER, HEALTHIER LIVES. SPONSOR WOULD LIKE TO ASSIST THE AHA TO CARRY OUT ITS MISSION THOUGH SOCIAL SUPPORT CIRCLES, GO RED FOR WOMEN LOGO AND EQUITABLE HEALTH FOR ALL EFFORT. | |
| MEDICAL DEBT RESOLUTION INC DBA RIP MEDICAL DEBT | |||||||||
| 28-07 JACKSON AVE 5TH FL | LONG ISLAND CITY | NY | 11101 | 471442997 | 501(C)(3) | $284,719 | $0 | DONATION WILL HELP ABOLISH $100M IN MEDICAL DEBT FOR SPECIFIC RESIDENTS IN ARIZONA, CALIFORNIA, NEVADA, AND TEXAS. RECIPIENTS WILL QUALIFY IF THEIR HOUSEHOLD INCOME IS AT OR BELOW 400% OF FEDERAL POVERTY GUIDELINES OR IF THEIR MEDICAL DEBT IS 5% OR MORE OF THEIR ANNUAL INCOME. EVERY $1 DONATED WILL ABOLISH AT LEAST $100 OF MEDICAL DEBT IN TARGETED COMMUNITIES. | |
| E4E RELIEF LLC | |||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | 873137387 | 501(C)(3) | $300,000 | $0 | GRANT TO SUPPORT SCAN CARES ON GIVING TUESDAY | |
| HEALTHCARE IN ACTION | |||||||||
| 3800 KILROY AIRPORT WAY STE 100 | LONG BEACH | CA | 90806 | 871858798 | 501(C)(3) | $1,400,000 | $0 | FUNDING FROM SCAN HEALTH PLAN TO SUPPORT 2023 OPERATIONS (COMMUNITY OUTREACH FOR UNHOUSED) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTEES SUBMIT IMPACT REPORTS DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING, COMMUNITY GIVING STAFF, TRACK AND REVIEW THE REPORTS TO ENSURE COMPLIANCE. COMMUNITY GIVING STAFF ADDRESSES ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE CAUSES AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO DIRECTOR, COMMUNITY GIVING, WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE COMMUNITY GIVING COMMITTEE (CGC) FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAIN MD SACHIN H | ||||||||||||||
| PRESIDENT & CEO | $1,021,668 | $0 | $2,245,658 | $0 | $840 | $0 | $1,538,636 | $0 | $16,322 | $0 | $4,823,124 | $0 | $1,761,300 | $0 |
| BATRA ROMILLA A | ||||||||||||||
| CHIEF MEDICAL OFFICER (END 09/2023) | $432,525 | $0 | $661,813 | $0 | $836,505 | $0 | $25,339 | $0 | $7,040 | $0 | $1,963,222 | $0 | $513,784 | $0 |
| GOODE JOSH K | ||||||||||||||
| CHIEF INFORMATION OFFICER | $0 | $506,236 | $0 | $388,508 | $0 | $499,642 | $0 | $458,240 | $0 | $17,439 | $0 | $1,870,065 | $0 | $864,289 |
| PLUMB MICHAEL | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $586,926 | $0 | $489,890 | $0 | $24,432 | $0 | $638,903 | $0 | $27,267 | $0 | $1,767,418 | $0 | $489,890 | $0 |
| MONK NANCY J | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $0 | $531,804 | $0 | $488,232 | $0 | $108,474 | $0 | $507,768 | $0 | $29,896 | $0 | $1,666,174 | $0 | $568,663 |
| STANISLAW SHERRY | ||||||||||||||
| GENERAL MANAGER OFFICER (END 06/2023 | $257,416 | $0 | $531,893 | $0 | $456,992 | $0 | $23,100 | $0 | $9,480 | $0 | $1,278,881 | $0 | $327,446 | $0 |
| SCHULTE KAREN H | ||||||||||||||
| PRESIDENT, MEDICARE (BEG 12/2022) | $497,800 | $0 | $218,656 | $0 | $24,331 | $0 | $467,408 | $0 | $19,057 | $0 | $1,227,252 | $0 | $218,656 | $0 |
| LEUNG KWAN-MOON | ||||||||||||||
| SVP, CHIEF DATA OFFICER | $0 | $453,115 | $0 | $262,304 | $0 | $74,959 | $0 | $287,864 | $0 | $2,702 | $0 | $1,080,944 | $0 | $311,151 |
| KROEKER KEVIN B | ||||||||||||||
| SPECIAL COUNSEL (END 07/2023) | $0 | $331,937 | $0 | $591,206 | $0 | $94,043 | $0 | $33,230 | $0 | $17,816 | $0 | $1,068,232 | $0 | $493,571 |
| CRAWLEY-HERBERT LINDSAY | ||||||||||||||
| CHIEF PEOPLE OFFICER | $0 | $441,335 | $0 | $216,976 | $0 | $23,233 | $0 | $321,676 | $0 | $13,509 | $0 | $1,016,729 | $0 | $216,976 |
| PARVINCHIHA MD PAYAM | ||||||||||||||
| CVP, CHIEF MEDICAL DIRECTOR (BEG 09/ | $421,777 | $0 | $230,592 | $0 | $23,315 | $0 | $203,530 | $0 | $23,549 | $0 | $902,763 | $0 | $180,592 | $0 |
| JHAWAR SHARONJIT K | ||||||||||||||
| CVP, CHIEF PHARM OFFICER | $403,818 | $0 | $183,147 | $0 | $23,760 | $0 | $200,812 | $0 | $16,149 | $0 | $827,686 | $0 | $182,647 | $0 |
| GELB EVE | ||||||||||||||
| SVP DUALS (END 01/2023) | $45,606 | $0 | $0 | $0 | $758,263 | $0 | $3,251 | $0 | $2,260 | $0 | $809,380 | $0 | $9,013 | $0 |
| DELPHIN-RODRIGUEZ RENEE C | ||||||||||||||
| CHIEF LEGAL OFFICER & GC (BEG 3/23) | $0 | $411,923 | $0 | $0 | $0 | $23,130 | $0 | $372,844 | $0 | $1,404 | $0 | $809,301 | $0 | $0 |
| HAVAI VIRGINIA A | ||||||||||||||
| VP CONTROLLER | $316,596 | $0 | $182,979 | $0 | $27,161 | $0 | $157,650 | $0 | $37,339 | $0 | $721,725 | $0 | $132,979 | $0 |
| BOND CHRISTOPHER S | ||||||||||||||
| VICE PRESIDENT SALES (END 12/2023) | $311,389 | $0 | $138,595 | $0 | $205,734 | $0 | $31,453 | $0 | $15,581 | $0 | $702,752 | $0 | $0 | $0 |
| MALONEY PATRICK | ||||||||||||||
| CVP, OPERATIONS | $320,533 | $0 | $150,253 | $0 | $27,000 | $0 | $164,192 | $0 | $18,905 | $0 | $680,883 | $0 | $150,253 | $0 |
| PETITO JOHN W | ||||||||||||||
| CVP, TRANSFORMATION | $169,217 | $0 | $223,059 | $0 | $215,137 | $0 | $29,314 | $0 | $19,650 | $0 | $656,377 | $0 | $171,435 | $0 |
| SELBY JILL V | ||||||||||||||
| SVP PRODUCT DEV & MKT EXP | $0 | $358,023 | $0 | $207,987 | $0 | $25,857 | $0 | $37,220 | $0 | $20,220 | $0 | $649,307 | $0 | $207,987 |
| BLEA MICHAEL | ||||||||||||||
| CVP, CHIEF GROWTH OFFICER (BEG 02/20 | $0 | $301,508 | $0 | $100,000 | $0 | $14,860 | $0 | $115,086 | $0 | $30,558 | $0 | $562,012 | $0 | $0 |
| HAWKINS GINETTE | ||||||||||||||
| SVP, CHIEF RISK OFFICER | $0 | $290,769 | $0 | $120,632 | $0 | $9,003 | $0 | $84,956 | $0 | $10,319 | $0 | $515,679 | $0 | $120,632 |
| ROSENSTOCK LINDA | ||||||||||||||
| CHAIRPERSON | $0 | $200,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,000 | $0 | $0 |
| JONES BRANDON | ||||||||||||||
| DIRECTOR | $0 | $166,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,500 | $0 | $0 |
| ORTIZ CELESTE | ||||||||||||||
| DIRECTOR | $0 | $166,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,500 | $0 | $0 |
| RUIZ DE LUZURIAGA FRANCESCA | ||||||||||||||
| DIRECTOR | $0 | $152,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $152,000 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SCAN HEALTH PLAN APPROVED AND PAID FOR FIRST CLASS TRAVEL FOR THE CEO UNDER ITS BOARD APPROVED ACCOUNTABLE PLAN. SCAN HEALTH PLAN'S EMPLOYEE EXPENSE REIMBURSEMENT AND TRAVEL GUIDELINES POLICY (THE POLICY) ALLOWS FOR THE CEO TO FLY FIRST CLASS ON FLIGHTS OVER 4 HOURS. THE POLICY HAS SPECFIC LANGUAGE FOR DEVIATIONS FROM POLICY WHICH REQUIRE A DESCRIPTION OF THE BUSINESS PURPOSE AND OFFICER APPROVAL. SPECIFICALLY FOR THE CEO, DEVIATIONS REQUIRE A DESCRIPTION OF THE BUSINESS PURPOSE AND OFFICER APPROVALS. THE BENEFITS OF FIRSTCLASS TRAVEL WERE NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL. |
| PART I, LINE 3 | COMPENSATION FOR THE CEO WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY SCAN HEALTH PLAN. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN HEALTH PLAN CEO AND SCAN GROUP BOARD OF DIRECTORS. |
| PART I, LINES 4A-B | PART I, LINE 4A: DURING 2023, THE EMPLOYMENT RELATIONSHIP OF THE FOLLOWING EMPLOYEES OF SCAN GROUP AND SCAN HEALTH PLAN ENDED. IN CONNECTION WITH THE TERMINATION OF EMPLOYMENT, SCAN GROUP AND SCAN HEALTH PLAN NEGOTIATED AND PAID SEVERANCE TO THE EMPLOYEES. ROMILLA A BATRA - $ 664,882 SHERRY STANISLAW - $ 401,782 JOHN PETITO - $ 191,769 EVE GELB - $744,464 CHRISTOPHER BOND 186,887 PART I - LINE 4B: SCAN GROUP AND SCAN HEALTH PLAN PROVIDE A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: (2023) ROMILLA BATRA $ 147,674 SHERRY STANISLAW - $ 27,376 EVE GELB - $ 9,013 KEVIN KROEKER - $ 68,078 JOSH GOODE - $ 475,881 NANCY MONK - $ 80,430 MOON LEUNG - $ 48,847 JOHN PETITO - $ 10,832 DEFERRED COMPENSATION FOR 2023, REPORTED ON SCHEDULE J, PART II, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE CONTRIBUTE TO, UP TO THE SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS. 4) SCAN GROUP AND SCAN HEALTH PLAN PROVIDE AN INCENTIVE PLAN TO VICE PRESIDENTS AND ABOVE. THE INCENTIVE PLAN IS BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE METRICS. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR. |
| PART I, LINE 7 | EXECUTIVE LONG TERM INCENTIVE PLAN: BEGINNING JANUARY 1, 2023, SCAN GROUP AND SCAN HEALTH PLAN PROVIDED A LONG-TERM INCENTIVE PLAN (LTIP) FOR KEY EMPLOYEES OCCUPYING SENIOR VICE PRESIDENT AND ABOVE. THE INCENTIVE PLAN IS GRANTED ANNUALLY BUT IS BASED ON ORGANZATIONAL PERFORMANCE METRICS OVER A THREE YEAR MEASURMENT PERIOD. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR OF THE PERFORMANCE PERIOD. THE LTIP IS GOVERNED BY THE COMPENSATION COMMITTEE, WHICH HAS THE AUTHORITY TO APPROVE, AMEND OR TERMINATE ANY PROVISION OF THE LTIP, IN WHOLE OR IN PART, AT ANYTIME WITHOUT CONSENT OF OR PRIOR NOTICE TO ANY PARTICIPANT. AT THE END OF THE PERFORMANCE PERIOD, THE COMPENSATION COMMITTEE WILL SUBMIT ITS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. CEO STRATEGIC BONUS PLAN: THE STRATEGIC BONUS IS A LONG-TERM INCENTIVE AWARD OPPORTUNITY THAT MAY BE EARNED BASED ON THE ACHIEVEMENT OF PRE-ESTABLISHED, WRITTEN PERFORMANCE GOALS OVER A TWO-YEAR PERFORMANCE PERIOD, SUBJECT TO A CAP. THE PAYMENT OF THE STRATEGIC INCENTIVE PLAN THAT WAS DEVELOPED FOR THE CEO STRATEGIC BONUS WILL BE CONTINGENT UPON ACHIEVEMENT OF APPLICABLE PERFORMANCE GOALS, CONTINUED EMPLOYMENT THROUGH THE APPLICABLE PAYMENT DATE, AND IS DETERMINED BY THE BOARD OR A SUBCOMMITTEE THEREOF. |
| SCHEDULE J CEO COMPENSATION | IT IS IMPORTANT TO NOTE THAT SCHEDULE J REFLECTS ALL COMPENSATION THAT THE CEO "EARNED" IN 2023, WHICH INCLUDES INCENTIVE PAYMENTS RELATED TO 2023 THAT WILL BE PAID IN SUBSEQUENT YEARS AND UNVESTED RETIREMENT BENEFITS. SCHEDULE J ALSO INCLUDES COMPENSATION THAT THE CEO "EARNED" IN 2022 THAT WAS PAID IN 2023. FOR AVOIDANCE OF CONFUSION, THE CEO WAS PAID $3,268,166 IN 2023 [COLUMNS (B)(I), (B)(II), (B)(III)], OF WHICH $1,761,300 WAS "EARNED" IN 2022 [COLUMN (F)] AND PAID IN 2023. THE CEO'S "EARNED" COMPENSATION FOR 2023 IS EQUAL TO ROUGHLY $3,061,824, WHICH REPRESENTS COLUMN (E) MINUS COLUMN (F), SINCE COLUMN (F) IS COMPENSATION EARNED IN A PREVIOUS YEAR AND INCLUDED IN A PREVIOUS 990. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| HEALTHCARE IN ACTION MEDICAL GROUP INC | |||
| ENTITY MORE THAN 35% OWNED BY DR BATRA AND THEN BY DR PARVINCHIHA | $152,100 | PAYMENTS MADE TO HEALTHCARE IN ACTION MEDICAL GROUP FOR HEALTHCARE SERVICES PROVIDED TO MEMBERS OF SCAN HEALTH PLAN | 0 |
| WELCOME HEALTH MEDICAL GROUP INC | |||
| ENTITY MORE THAN 35% OWNED BY DR BATRA AND THEN BY DR PARVINCHIHA | $933,519 | PAYMENTS MADE TO WELCOME HEALTH MEDICAL GROUP FOR HEALTHCARE SERVICES PROVIDED TO MEMBERS OF SCAN HEALTH PLAN | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: | THE HEALTH CARE SERVICES PROGRAMS AT SCAN ARE EVIDENCED-BASED AND ALIGNED WITH GERIATRIC BEST PRACTICES. THEY INCLUDE BUT ARE NOT LIMITED TO, COMPLEX CARE MANAGEMENT, ADVANCED ILLNESS MANAGEMENT, DISEASE MANAGEMENT, AND CARE NAVIGATION AND COORDINATION. THE PROGRAMS ARE ALIGNED WITH THE CMS NATIONAL QUALITY STRATEGY AND FRAMEWORK: OUTCOMES AND ALIGNMENT EQUITY AND ENGAGEMENT SAFETY AND RESILIENCY INTEROPERABILITY AND SCIENTIFIC ADVANCEMENT IN GENERAL, POPULATION BASED QUALITY ACTIVITIES ARE PERFORMED BY THE SCAN HEALTH CARE SERVICES DEPARTMENT, WHICH INCLUDES A DEDICATED AND HIGHLY QUALIFIED TEAM OF REGISTERED NURSES AND MASTER'S PREPARED SOCIAL WORKERS, SUPPORTED BY AN INTERDISCIPLINARY TEAM OF NURSES, SOCIAL WORKERS, A BOARD-CERTIFIED GERIATRICIAN, A BEHAVIORAL HEALTH SPECIALIST, AND A CLINICAL PHARMACIST. SCAN HEALTH PLAN SUPPORTED THE FORMATION OF THE SCAN FOUNDATION IN 2007 WITH A CONTRIBUTION OF $205 MILLION; FOR CALENDAR YEAR 2023 THE SCAN FOUNDATION AWARDED GRANTS IN THE AMOUNT OF $6,196,139 WHICH ARE INCLUDED IN TOTAL PROGRAM EXPENSES OF $11,835,298. IN ADDITION, SCAN HEALTH PLAN PARTICIPATES IN NUMEROUS ACTIVITIES RELATED TO THE CARE OF SENIORS WHICH PROVIDE SIGNIFICANT COMMUNITY BENEFIT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: 1. SUPPORT CALIFORNIA ASSOCIATION OF LONG-TERM CARE MEDICINE (CALTCM) BY PROVIDING CEO AND BOARD MEMBERS EDUCATIONAL PROGRAMS INCLUDING COVID MANAGEMENT AND EDUCATION: CALTCM IS AN ORGANIZATION OF PROFESSIONALS IN THE LONG-TERM CARE FIELD. THE ORGANIZATION OFFERS PERFORMANCE IMPROVEMENT EDUCATION PROGRAMS TO IMPROVE THE QUALITY OF CARE AND PROFESSIONALISM OF STAFF IN LONG-TERM SETTINGS. 2. NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA): LONG-TERM SERVICES AND SUPPORT ADVISORY COMMITTEE MEMBER; THIS COMMITTEE ASSISTS NCQA WITH THE DEVELOPMENT OF QUALITY STANDARDS FOR LONG-TERM SERVICES AND SUPPORT (LTSS). 3. SERVICE ON BOARDS OF DIRECTORS AND COMMITTEES FOR INDUSTRY GROUPS I.E., RESOURCE, INITIATIVE AND SOCIETY FOR EDUCATION (RISE); PHARMACY QUALITY ALLIANCE AND, AHIP; THESE AND OTHER INDUSTRY GROUPS CREATE POLICY AND SHARE BEST PRACTICES ON SUBJECTS RANGING FROM AUDIT AND ENCOUNTER SUBMISSION TO GENERAL INDUSTRY ISSUES; OUR EMPLOYEES ARE ACTIVE MEMBERS OF MANY OTHER ORGANIZATIONS AS WELL. 4. TRADING AGES: SCAN'S HALLMARK EXPERIENTIAL TRAINING TO HELP BUILD AWARNESS AND SENSIVITITY TO THE AGING PROCESS WAS PRESENTED 7 TIMES TO DIVERSE GROUPS SUCH AS: CITY OF LONG BEACH SENIOR CENTER, CITY OF LONG BEACH HEALTH & HUMAN SERVICES, COUNCIL ON AGING SOUTHERN CALIFORNIA RECONNECT PROGRAM, CALIFORNIA STATE UNIVERSITY LONG BEACH, LOS ANGELES COUNTY SCHOOL OF NURSING AND ALLIED HEALTH, UNIVERSITY OF SOUTHERN CALIFONIA SCHOOL OF ARCHITECTURE. A TOTAL OF 177 WERE TRAINTED THROUH THESE CLASSES. 5. ADDRESSING OLDER ADULT HOMELESSNESS: SCAN CONTINUES TO WORK IN PARTNERSHIP WITH THE LOS ANGELES HOUSING SERVICES AUTHORITY TO FOCUS ON THE GROWING OLDER ADULT HOMELESS POPULATION THROUGH WORKING TO COLLABORATE, EDUCATE AND SUPPORT SERVICE DELIVERY AND HEALTH OF OLDER ADULTS. COLLABORATION INCLUDED PARTICIPATION IN MEETINGS, WORKGROUPS, AND OTHER FORUMS TO EDUCATE ATTENDEES REGARDING AVAILABLE SERVICES AND RESOURCES TO HELP THIS POPULATION SUCCEED. THESE ACTIVITIES INCLUDED WORKING WITH SENIOR HOUSING PROVIDERS, RECUPERATIVE CARE PROGRAMS AS WELL AS MEDICAL GROUPS. BOARD MEMBERS OF LONG BEACH CONTINUUM OF CARE BOARD, A CITY AGENCY THAT OVERSEES ALL GOVERNMENT CONTRACTED SERVICES FOR UNHOUSED INDIVIDUALS AND FAMILIES. 6. VOLUNTEER TIME OFF (VTO): EMPLOYEES ARE ENCOURAGED TO CONTRIBUTE TO THE SENIORS IN OUR COMMUNITIES THROUGH VOLUNTEERING. A TOTAL OF 16 HOURS PER YEAR OF PAID TIME IS OFFERED DURING BUSINESS HOURS TO ALLOW STAFF THE OPPORTUNITY TO PROVIDE SERVICE AND SUPPORT TO SENIORS WHILE COMBATING ISOLATION AND LONELINESS. EXAMPLES OF THESE ACTIVITIES INCLUDE SOCIAL SUPPORT CALLS, ASSISTING FOOD BANKS WITH PACKING MEALS AND ESSENTIAL GOODS THEN DISTRIBUTING TO DOORSTEPS, VIRTUALLY TEACH OLDER PERSONS WITH USING TECHNOLOGY TO CONNECT WITH PHYSICIANS, FAMILY AND OTHER LOVED ONES, ASSISTING WITH DISTRIBUTION OF PERSONAL PROTECTIVE EQUIPMENT. IN 2023, EMPLOYEES COMPLETED 1,637 HOURS OF SERVICE THROUGH THIS PROGRAM. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | AND CAREGIVERS ACROSS ITS SERVICE AREAS. IAH IS FUNDED BY STATE CONTRACT AS WELL AS SCAN HEALTH PLAN. THE PROGRAMS ARE GEARED TO SUPPORT THE UNDERSERVED, FRAIL AND DISABLED OLDER ADULTS AND THEIR CAREGIVERS IN OUR COMMUNITY. IAH'S HALLMARK PROGRAMS ARE: - MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP): SINCE 1977, THIS PROGRAM HAS PROVIDED LONG-TERM IN-HOME CARE MANAGEMENT FOR ADULTS 65 PLUS WHO QUALIFY FOR MEDI-CAL. - INSIGHTS: THIS PROGRAM PROVIDES MENTAL HEALTH SUPPORT FOR OLDER ADULTS AND THEIR CAREGIVERS. COMMUNITY EDUCATION: THIS PROGRAM PROVIDES CLASSES AND WORKSHOPS ON A VARIETY OF TOPICS TO ENCOURAGE HEALTHY AGING AND HEALTHY LIFESTYLES. -HOMELESS SERVICES: THIS PROGRAM PROVIDES CARE MANAGEMENT AND HOUSING NAVIGATION SUPPORT FOR OLDER ADULTS EXPERIENCING HOUSING INSECURITY. -T.E.C. (TECHNOLOGY, EDUCATION, COACHING): THIS PROGRAM PROVIDES DIGITAL LITERACY TRAINING FOR OLDER ADULTS AND THEIR CAREGIVERS. SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM: SCAN'S COMMUNITY GIVING (CG) PROGRAM IS FOCUSED ON MEETING AN INDIVIDUAL'S BASIC NEEDS INCLUDING NUTRITION, SHELTER, HEALTH AND SOCIALIZATION, AND ON ENHANCING AN INDIVIDUAL'S ABILITY TO REMAIN INDEPENDENT IN THEIR OWN COMMUNITY. THIS IS ACCOMPLISHED THROUGH ONE-TIME OPERATING GRANTS. THE SCAN COMMUNITY GIVING STAFF IDENTIFY ORGANIZATIONS WHOSE MISSION ALIGNS WITH THE PROGRAM PRIORITIES. AS A RESULT OF THIS APPROACH, THE MAJORITY OF GRANTEES ARE IDENTIFIED AND CONTACTED BY OUR STAFF. POLICIES AND PROCEDURES: A. IDENTIFICATION AND VETTING OF POTENTIAL PROGRAM GRANTEES- THE DIRECTOR AND COMMUNITY GIVING STAFF, COLLABORATE WITH VARIOUS SCAN HEALTH PLAN DEPARTMENTS (I.E., HEALTH CARE SERVICES AND INDEPENDENCE AT HOME) AND REPUTABLE AGENCIES TO IDENTIFY PROSPECTIVE GRANTEE ORGANIZATIONS. THE PROSPECTIVE GRANTEES UNDERGO THE COMMUNITY GIVING VETTING PROCESS AND ARE MEASURED AGAINST THE FOLLOWING CRITERIA: 1) ALIGNMENT WITH THE SCAN HEALTH PLAN MISSION; 2) VERIFIED STATUS AS A NONPROFIT OR GOVERNMENTAL AGENCY WITH TAX-EXEMPT STATUS; AND 3) THE ORGANIZATION IS AT LEAST TWO YEARS OLD. SUCCESSFUL CANDIDATES ARE ADDED TO THE LARGER SCAN HEALTH PLAN GRANTEE POOL. B. SHORT LISTING POTENTIAL GRANTEES - THE DIRECTOR AND COMMUNITY GIVING STAFF USE VARIOUS METHODS, INCLUDING OUTBOUND CALLS, INTERNET RESEARCH, LOCAL 2-1-1 NONPROFIT 990 DATABASES, FOUNDATION DIRECTORIES AND NONPROFIT & SOCIAL SERVICE SECTOR INDUSTRY REPORTS TO REVIEW THE POTENTIAL GRANTEE POOL AND GENERATE A SHORTLIST. C. EVALUATION AND SELECTION OF GRANTEES BY THE COMMUNITY GIVING COMMITTEE (CGC) - THE CGC IS COMPOSED OF REPRESENTATIVES FROM DIFFERENT LEVELS OF MANAGEMENT AND IS LED BY A DESIGNATED COMMITTEE CHAIR. THE CGC MEETS ON A QUARTERLY BASIS AND ITS ROLE IS TWOFOLD: 1) EVALUATE, SELECT, AND DECIDE THE AMOUNT TO BE AWARDED TO THE GRANTEE ORGANIZATIONS, AND 2) STEER THE COMMUNITY GIVING PROGRAM. THE CGC BASES ITS DECISION TO MAKE AWARDS ON THE INFRASTRUCTURE OF THE GRANTEE ORGANIZATION, THEIR PERCEIVED ABILITY TO EFFECTIVELY AND EFFICIENTLY IMPACT THE LIVES OF SENIORS, AND THEIR ABILITY TO CONTINUE A SUSTAINABLE RELATIONSHIP. D. GRANTEE OUTREACH - SUBSEQUENT TO THE CGC EARMARKING AND APPROVING GRANT FUNDS, THE DIRECTOR OR COMMUNITY GIVING STAFF, PLACES AN OUTREACH CALL TO THE PROSPECTIVE GRANTEE ORGANIZATION. THE GRANTEE ORGANIZATION IS INFORMED OF SCAN FUNDING AND OPPORTUNITY TO APPLY FOR A ONE-TIME GRANT VIA SCAN'S ONLINE GRANT APPLICATION AND GRANTS MANAGEMENT SYSTEM. THE DIRECTOR, COMMUNITY GIVING OR DESIGNEE REVIEWS EACH APPLICATION TO ASSESS ALIGNMENT WITH GIVING PROGRAM GOALS AND PURPOSE AND MAKE RECOMMENDATIONS FOR FUNDING. THE LIST OF RECOMMENDED GRANTEES IS SUBMITTED TO THE CGC EACH QUARTER TO BE DISCUSSED AND VOTED ON. A GRANT AGREEMENT IS DEVELOPED FOR GRANTS APPROVED BY CGC, CONTAINING INFORMATION ON FUNDING RESTRICTIONS AND REQUIREMENTS FOR GRANT REPORTING. ONLY AFTER A SIGNED AGREEMENT HAS BEEN FULLY EXECUTED WILL THE GRANT PAYMENT PHASE BE INITIATED. IF THE FUNDING IS CONSIDERED AN EMERGENCY NEED DUE TO A PUBLIC HEALTH EMERGENCY OR NATURAL DISASTER, THIS PROCESS WILL BE ACCELERATED WITH THE COMMITTEE REVIEWING AND APPROVING REQUESTS MORE FREQUENTLY. E. ALL GRANTEES SUBMIT IMPACT REPORTS, DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING. THE COMMUNITY GIVING STAFF TRACKS AND REVIEWS THE REPORTS TO ENSURE ADHERENCE TO GRANT DELIVERABLES AND COMPLIANCE. COMMUNITY GIVING STAFF ADDRESS ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE THE CAUSE AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE DIRECTOR, COMMUNITY GIVING WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE CGC FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. SCAN HEALTH PLAN COMMUNITY OUTREACH: SCAN HEALTH PLAN HAS A 45-YEAR+ HISTORY OF CREATING PROGRAMS AND PROVIDING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. SCAN'S EXPERIENCE WITH THIS SEGMENT OF THE POPULATION HAS ALLOWED US TO DEVELOP UNIQUE EXPERTISE IN GERIATRIC CARE AND HEALTH INTERVENTIONS. SCAN HEALTH PLAN IS COMMITTED TO SHARING THIS SET OF SKILLS AND VAST KNOWLEDGE WITH THE BROADER COMMUNITY BY DEVELOPING COMMUNITY OUTREACH INITIATIVES. THESE INITIATIVES ARE AN IMPORTANT TOOL FOR BRINGING EDUCATION DIRECTLY TO COMMUNITY MEMBERS, AS WELL AS CONTRIBUTING TO REDUCING HEALTH DISPARITIES, AND IMPROVING HEALTH LITERACY, PARTICULARLY AMONG UNDERSERVED COMMUNITIES. THROUGH OUR OUTREACH ACTIVITIES AND COMMUNITY GIVING PROGRAM, WE WORK TO SUPPORT ACCESS TO BASIC NEEDS SUCH AS FOOD AND NUTRITION, TO ENCOURAGE ACTIVE AND HEALTHY LIFESTYLES, TO ENGAGE OLDER ADULTS IN HEALTH MAINTENANCE, AND TO COLLABORATE WITH LOCAL SERVICE PARTNERS TO MEET GAPS IN COMMUNITY SERVICES. WE DO THIS IN MANY WAYS, BRINGING NEEDED RESOURCES AND A THOUGHTFUL PRESENCE TO OLDER ADULTS AND THEIR SUPPORT NETWORKS THROUGHOUT CALIFORNIA. OUR GOAL IS TO MAKE AN IMPACT IN ALL THE COMMUNITIES WE SERVE AND TO IMPROVE THE LIVES OF ALL SENIORS - NOT JUST SCAN MEMBERS. THIS RESPONSIBILITY IS HEIGHTENED DURING TIMES OF NATURAL DISASTER AS WELL AS PANDEMIC. SCAN RECOGNIZES THAT ITS RESPONSIBILITY TO THE COMMUNITIES WE SERVE GOES BEYOND BUSINESS AND PROVIDING QUALITY HEALTHCARE. SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM: SCAN SUPPORTED THE FOLLOWING SAFETY NET ORGANIZATIONS WITH FUNDING TO SUPPORT SERVICES TARGETING OLDER ADULTS AND FAMILY CAREGIVERS: ABILITYFIRST, ADVANCE COMMUNITY, AFFORDABLE LIVING FOR THE AGING, ALPERT JEWISH COMMUNITY CENTER, ALZHEIMER'S ASSOCIATION - NEW MEXICO CHAPTER, ALZHEIMER'S LOS ANGELES, ALZHEIMER'S SAN DIEGO, ASIAN AMERICAN SENIOR CITIZENS SERVICE CENTER, ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA, AVENIDAS, AYUDANDO LATINOS A SONAR, BAKERRIPLEY, BOAT PEOPLE SOS HOUSTON, CALIFORNIA BLACK HEALTH NETWORK, CANCER SUPPORT COMMUNITY ARIZONA, CATHOLIC CHARITIES DIOCESE OF STOCKTON, CATHOLIC CHARITIES NEW MEXICO, CATHOLIC CHARITIES OF LOS ANGELES, CENTRAL CALIFORNIA FOOD BANK, CHRISTIAN OUTREACH IN ACTION, CITY OF ALBUQUERQUE FOUNDATION, COACHELLA VALLEY RESCUE MISSION, COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY, COMMUNITY COALITION, COUNTY OF RIVERSIDE, DIAPER BANK OF SOUTHERN ARIZONA, EASTERN MADERA RECREATION AND PARKS, EL SOL NEIGHBORHOOD EDUCATIONAL CENTER, EQUALITY NEW MEXICO FOUNDATION, FOOD FINDERS, FOOD INITIATIVE OF GREATER STANISLAUS (FORMERLY INTERFAITH MINISTRIES OF GREATER MODESTO), FOUNDATION FOR SENIOR LIVING, FRESNO ECONOMIC OPPORTUNITIES COMMISSION, HELP ME HELP YOU, HELP OF SOUTHERN NEVADA, HELPING HANDS OF VEGAS VALLEY INC., HOPE COMMUNITY SERVICE, HOUSE OF NEIGHBORLY SERVICE, JEWISH FAMILY SERVICE AGENCY, JEWISH FAMILY SERVICE OF THE DESERT, JUSTICE IN AGING, KEIRO SERVICES, LATINAS CONTRA CANCER, LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED, LONG BEACH RESIDENTS EMPOWERED, LOS ANGELES LGBT CENTER, MADERA COUNTY FOOD BANK, MALCOM'S HEART, INC., MEALS ON WHEELS LONG BEACH, MEALS ON WHEELS SAN DIEGO COUNTY, MEALS ON WHEELS SAN PEDRO, MEALS ON WHEELS- SAN FRANCISCO, NEIGHBORHOOD HOUSE ASSOCIATION, NORTHEAST SENIOR ASSISTANCE, OAKLAND LGBTQ COMMUNITY CENTER INC., ON LOK, PENINSULA FAMILY SERVICE, RAMONA SENIOR CENTER, REACH OUT MORONGO BASIN, REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE, ROADRUNNER FOOD BANK, SAN DIEGO SENIORS COMMUNITY FOUNDATION, SAN FRANCISCO-MARIN FOOD BANK, SERVING SENIORS, SILICON VALLEY COMMUNITY FOUNDATION, SILVER HORIZON NEW MEXICO INC., ST. VINCENT MEALS ON WHEELS, STATE OF NEW MEXICO AGING AND LONG TERM SERVICES DEPARTMENT, SUPERSTITION COMMUNITY FOOD BANK, TEMPE COMMUNITY ACTION COMMITTEE, THE GAY & LESBIAN COMMUNITY CENTER OF SOUTHERN NEVADA, THE JUST ONE PROJECT, THE MONTROSE CENTER, UNITED CAMBODIAN COMMUNITY, UNITED WAY OF SOUTHERN NEVADA, UNIVERSITY OF CALIFORNIA, IRVINE FOUNDATION, VALLEY CAREGIVER RESOURCE CENTER, VALLEY CENTER FOR THE BLIND, VIETNAMESE AMERICAN COMMUNITY CENTER OF THE EAST BAY, VISION Y COMPROMISO, AND YWCA METROPOLITAN PHOENIX. |
| FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: | IN 2023, SCAN GAVE 69 GRANTS TO 69 ORGANIZATIONS, AND SUPPORTED 13 ORGANIZATIONS THROUGH SPONSORSHIPS. SCAN HEALTH PLAN GAVE $1,400,000 IN GRANTS TO HEALTHCARE IN ACTION, INC. THIS ORGANIZATION WAS FORMED TO PROVIDE AND ARRANGE MEDICAL, HEALTH CARE, AND CARE MANAGEMENT SERVICES TO POPULATIONS EXPERIENCING HOMELESSNESS AND LOW-INCOME MEDICARE AND DUALLY ELIGIBLE MEDICARE-MEDICAID POPULATIONS. SCAN HEALTH PLAN GAVE $52,500 FOR STUDENT SCHOLARSHIPS TO CSULB 49ER FOUNDATION, C/O 49ER FOUNDATION & CHAPMAN UNIVERSITY SCAN HEALTH PLAN GAVE $284,719 FOR MEDICAL DEBT RELIEF TO MEDICAL DEBT RESOLUTION, INC., DBA RIP MEDICAL DEBT, $125,000 TO THE AMERICAN HEART ASSOCIATION, AND $153,475 IN GRANTS AND SPONSORSHIP TO 17 ORGANIZATIONS. FOR THE YEAR ENDING DECEMBER 31, 2023, INDEPENDENCE AT HOME INCURRED $16,525,655 IN PROGRAM EXPENSES INCLUDING GRANTS OF $ 3,223,185 PAID TO OTHER NON-PROFIT ORGANIZATIONS AND RECEIVED $4,478,039 IN GRANTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS SCAN GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM OF DELOITTE TAX, LLP WORKING IN CONJUNCTION WITH SCAN'S FINANCE DEPARTMENT. SCAN HEALTH PLAN'S DIRECTOR OF ACCOUNTING HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT AND CONTROLLER OF SCAN HEALTH PLAN. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS CIRCULATED FOR REVIEW AND COMMENT BY RELEVANT MEMBERS OF THE EXECUTIVE TEAM WHO HAVE RESPONSIBILITY FOR AND/OR KNOWLEDGE REGARDING THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS. THE DRAFT FORM 990 IS REVIEWED IN PERTINENT PART BY THE COMPENSATION COMMITTEE OF THE BOARD; THE FORM 990 IS PROVIDED IN ITS ENTIRETY TO THE AUDIT AND COMPLIANCE COMMITTEES OF THE BOARD OF DIRECTORS OF SCAN GROUP, AND ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AFTER IT IS PREPARED, AND PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SCAN HEALTH PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND MEMBERS OF EXECUTIVE MANAGEMENT ARE REQUIRED TO COMPLETE AND SIGN. IN ADDITION, THERE IS ANNUAL MANDATORY COMPLIANCE EDUCATION AND TRAINING AND SCAN'S COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENFORCEMENT OF SCAN'S ROBUST COMPLIANCE PROGRAM, INCLUDING SCAN'S CODE OF CONDUCT AND COMPLIANCE-RELATED POLICIES AND PROCEDURES. MEMBERS OF THE EXECUTIVE TEAM ALSO HAVE RESPONSIBILITY FOR ENFORCEMENT. THE LEGAL DEPARTMENT OF SCAN GROUP REVIEWS ALL CONTRACTUAL RELATIONSHIPS ENTERED INTO BY THE ORGANIZATION AND SCAN'S GENERAL COUNSEL IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE LEGAL DEPARTMENT OF SCAN GROUP MONITORS AND ENFORCES ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF SCAN GROUP AND SCAN HEALTH PLAN IS PAID BY SCAN HEALTH PLAN. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO OF SCAN HEALTH PLAN IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN GROUP, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE COMPENSATION OF THE CEO, THE COMPENSATION COMMITTEE WORKS WITH AND RELIES UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR DETERMINING THE CEO'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO SCAN HEALTH PLAN BASED UPON CERTAIN INDUSTRY STANDARD METRICS. THE COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE CEO'S COMPENSATION PACKAGE IN CONSIDERATION OF THE EXECUTIVE COMPENSATION REPORT. QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT, REGARDING SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE. BASED ON THESE DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF SCAN GROUP REGARDING THE COMPENSATION PACKAGE FOR THE CEO FOR THE FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF SCAN GROUP DELIBERATES AND THEN VOTES ON SUCH RECOMMENDATION; THE CEO IS RECUSED FOR THE ENTIRETY OF SUCH DELIBERATIONS AND VOTE. THE MINUTES OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS FOR THESE MEETINGS ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2023 SALARY PACKAGE WAS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER OF SCAN HEALTH PLAN FOLLOWS THE SAME PROCESS AS DESCRIBED ABOVE FOR THE CEO. THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS AND SENIOR VICE PRESIDENTS OF SCAN HEALTH PLAN AND SCAN GROUP IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT OF SCAN GROUP AND CHIEF EXECUTIVE OFFICER (CEO) OF SCAN HEALTH PLAN, WITH THE APPROVAL OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN GROUP. ALL OF THE VOTING MEMBERS OF THE COMPENSATION COMMITTEE ARE INDEPENDENT DIRECTORS. IN DETERMINING EACH SCAN HEALTH PLAN EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORK WITH AND RELY UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE HUMAN RESOURCES DEPARTMENT EACH YEAR WHICH FURNISHES THE BASIS FOR THE DETERMINATION OF EACH EMPLOYEE'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR, THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO SCAN HEALTH PLAN BASED ON VARIOUS METRICS. THE CHIEF EXECUTIVE OFFICER (CEO) MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH EMPLOYEE'S COMPENSATION PACKAGE IN LIGHT OF THE EXECUTIVE COMPENSATION REPORT. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY, THE COMPENSATION CONSULTANT, REGARDING THEIR REPORT AND OTHER MATTERS RELEVANT TO THE COMPENSATION PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES FOR THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2023 SALARY PACKAGE WAS SULLIVAN COTTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | SCAN HEALTH PLAN'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. SCAN HEALTH PLAN'S AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE DEPARTMENT OF MANAGED HEALTHCARE'S WEBSITE AND TAX RETURNS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HOSPITAL, PHYSICIANS, AND OTHER: PROGRAM SERVICE EXPENSES 4,434,128,378. MANAGEMENT AND GENERAL EXPENSES 8. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,434,128,386. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 43,678,935. MANAGEMENT AND GENERAL EXPENSES 12,039,087. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,718,022. OTHER: PROGRAM SERVICE EXPENSES 24,792. MANAGEMENT AND GENERAL EXPENSES -3,695. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,097. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCAN GROUP | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 953826037 | ADMIN SUPPORT | CA | 501(C)(3) | 12B, II | N/A | 0 | |
| THE SCAN FOUNDATION | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 450552845 | GRANT MAKING | CA | 501(C)(3) | 12B, II | Yes (1) | SCAN GROUP | |
| SCAN HEALTH PLAN NEVADA INC | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 854288083 | MEDICARE ADVANTAGE | NV | 501(C)(4) | Yes (1) | SCAN GROUP | ||
| SCAN DESERT HEALTH PLAN INC | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 854275186 | MEDICARE ADVANTAGE | AZ | 501(C)(4) | Yes (1) | SCAN GROUP | ||
| SCAN HEALTH PLAN TEXAS INC | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 872944493 | MEDICARE ADVANTAGE | TX | 501(C)(4) | Yes (1) | SCAN GROUP | ||
| HEALTHCARE IN ACTION | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 871858798 | MEDICARE ADVANTAGE | CA | 501(C)(3) | 10 | Yes (1) | SCAN GROUP | |
| SCAN HEALTH PLAN NEW MEXICO INC | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 920651838 | MEDICARE ADVANTAGE | NM | 501(C)(4) | Yes (1) | SCAN GROUP | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESIDENTIALIST HOUSECALL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4190 CITY AVE STE 528 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474320252 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SCAN HEALTHCHECK ASSESSMENT CENTERS INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 462962358 | HEALTHCARE | CA | N/A | C | Yes (1) |
| HEALTHCARE IN ACTION MEDICAL GROUP | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 871942811 | HEALTHCARE | CA | N/A | C | Yes (1) |
| WELCOME HEALTH INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 863730275 | MANAGEMENT | CA | N/A | C | Yes (1) |
| WELCOME HEALTH MEDICAL GROUP | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 872705807 | HEALTHCARE | CA | N/A | C | Yes (1) |
| WELCOME HEALTH OF CALIFORNIA INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 920363899 | HEALTHCARE | CA | N/A | C | Yes (1) |
| THE RESIDENTIALIST GROUP INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 330969912 | MANAGEMENT | CA | N/A | C | Yes (1) |
| HOUSECALLS DOCTORS MEDICAL GROUP INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 043644245 | HEALTHCARE | CA | N/A | C | Yes (1) |
| RESIDENTIALIST HOUSECALL MEDICAL GROUP PC | |||||||||
| 4190 CITY AVE SUITE 528 | PHILADELPHIA | PA | 19131 | 474053626 | HEALTHCARE | PA | N/A | C | Yes (1) |
| PROSPER SERVICES LLC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 872979343 | MANAGEMENT | DE | N/A | C | Yes (1) |
| MYPLACE GREATER LA PACE INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 881512241 | HEALTHCARE | CA | N/A | C | Yes (1) |
| MYPLACE SOUTH LA PACE INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 923486437 | HEALTHCARE | CA | N/A | C | Yes (1) |
| MYPLACE CARE PARTNERS PC | |||||||||
| 121 S MOUNTAIN VIEW AVE | LOS ANGELES | CA | 90057 | 932403550 | HEALTHCARE | CA | N/A | C | Yes (1) |
| SCAN CALIFORNIA MANAGEMENT COMPANY | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 462951831 | MANAGEMENT | CA | N/A | C | Yes (1) |
| PREVENT TRG HOLDINGS INC | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 880965994 | MANAGEMENT | DE | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HEALTHCARE IN ACTION | ||
| B | $1,400,000 | BOOK VALUE |
| SCAN GROUP | ||
| P | $108,277,247 | BOOK VALUE |
| SCAN HEALTH PLAN TEXAS INC | ||
| Q | $1,713,525 | BOOK VALUE |
| SCAN HEALTH PLAN NEVADA INC | ||
| Q | $648,754 | BOOK VALUE |
| SCAN DESERT HEALTH PLAN INC | ||
| Q | $8,451,514 | BOOK VALUE |
| SCAN HEALTH PLAN NEW MEXICO INC | ||
| Q | $307,181 | BOOK VALUE |
| SCAN HEALTHCHECK ASSESSMENT CENTERS INC | ||
| Q | $87,353 | BOOK VALUE |
| HEALTHCARE IN ACTION | ||
| Q | $246,351 | BOOK VALUE |
| HEALTHCARE IN ACTION MEDICAL GROUP | ||
| Q | $268,789 | BOOK VALUE |
| WELCOME HEALTH INC | ||
| Q | $484 | BOOK VALUE |
| HEALTHCARE IN ACTION MEDICAL GROUP | ||
| M | $152,100 | BOOK VALUE |
| WELCOME HEALTH MEDICAL GROUP | ||
| M | $933,519 | BOOK VALUE |
| HOUSECALLS DOCTORS MEDICAL GROUP INC | ||
| M | $682,445 | BOOK VALUE |
| THE SCAN FOUNDATION | ||
| Q | $251,047 | BOOK VALUE |
| SCAN CALIFORNIA MANAGEMENT COMPANY | ||
| Q | $31,878 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, PERCENTAGE OF HEADCOUNTS, PERCENTAGE OF SCAN MEMBERSHIP, AND/OR THE PERCENTAGE OF BID SUBMISSION, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE. | ExplanationTxt |