THE SCAN FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE SCAN FOUNDATION (EIN 45-0552845)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-11
IRS object ID: 202313159349301206
Schema version: 2022v5.0
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 D
Schedule F
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-11T09:51:52-06:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	450552845	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SCAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SCAN	BusinessNameControlTxt
Phone	8885697226	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY 400	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908065616	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARITA A MOHANTY	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	5623082858	PhoneNum
Signature	2023-11-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SARITA	PersonFirstNm
Person Last	MOHANTY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SARITA A MOHANTY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY 400	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908065616	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$58,537,564	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.THESCANFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2007	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2022, THE FOUNDATION DISBURSED $6,842,985 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	22	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$17,308	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$470,000	PYContributionsGrantsAmt
CY Contributions Grants	$724,100	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$40,906,763	PYInvestmentIncomeAmt
CY Investment Income	$8,327,240	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$41,376,763	PYTotalRevenueAmt
CY Total Revenue	$9,051,340	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,200,388	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,007,173	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,187,717	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,511,422	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,323,510	PYOtherExpensesAmt
CY Other Expenses	$3,362,321	CYOtherExpensesAmt
PY Total Expenses	$10,711,615	PYTotalExpensesAmt
CY Total Expenses	$13,880,916	CYTotalExpensesAmt
PY Revenues Less Expenses	$30,665,148	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$4,829,576	CYRevenuesLessExpensesAmt
Total Assets BOY	$297,722,118	TotalAssetsBOYAmt
Total Assets EOY	$254,464,684	TotalAssetsEOYAmt
Total Liabilities BOY	$4,501,525	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,206,119	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$293,220,593	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$248,258,565	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$11,364,444	ExpenseAmt
Grant	$7,007,173	GrantAmt
Revenue	$9,051,340	RevenueAmt
Desc	THE FOUNDATION'S STRATEGIC FRAMEWORK FOR 2019-2022, AS UPDATED FROM TIME TO TIME, FOCUSES ON THREE THEMATIC GOALS. THE GOALS ARE AS FOLLOWS: GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT AND RECEIVE. GOAL 2: BUILD RESILIENCE AND CAPACITY. BUILD RESILIENCE AND CAPACITY IN OLDER ADULTS, FAMILIES, AND COMMUNITIES. GOAL 3: DRIVE RESPONSIVE FINANCING POLICIES. DRIVE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW.DURING 2022, THE FOUNDATION FOCUSED ON THEMATIC GOALS 1 AND 3, ABOVE, ALONG WITH A NEW GOAL TO DEVELOP AND BEGIN IMPLEMENTING A COMPREHENSIVE DIVERSITY, EQUITY, AND INCLUSION (DEI) STRATEGY FOR OUR INVESTMENT AND GRANT OPERATIONS. AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2022:THEMATIC GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE GOLD STANDARD OF CARE THAT ALL OLDER ADULTS COME TO EXPECT AND RECEIVEREGARDLESS OF WHETHER THEY HAVE MEDICARE ONLY OR ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID.OUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING TO PROVIDE THE HIGHEST QUALITY OF CARE FOR PEOPLE WITH ACCESS TO BOTH OF THESE PROGRAMS. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:A THEME THAT SPANS THROUGHOUT ALL THE FOUNDATION'S EFFORTS IS TO PROVIDE PERSON-CENTERED CARE, PARTICULARLY TO OLDER ADULTS WITH COMPLEX CARE NEEDS AND FUNCTIONAL LIMITATIONS. CALIFORNIA'S OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII): IN 2022, OMII, WHICH THE FOUNDATION HELPED LAUNCH IN 2021, HELD MEDICARE ADVANTAGE (MA) MEETINGS TO ENGAGE MA PLANS IN THOUGHT PARTNERSHIP. INITIAL MEETING TOPICS RELATED TO THE "FORGOTTEN MIDDLE" POPULATION AND STRENGTHENING DATA SHARING. ATI ADVISORY, A CONSULTING FIRM ENGAGED BY THE FOUNDATION, CONTINUED TO PRODUCE DATA CHARTBOOKS FOR OMII, ONE ON CHRONIC CONDITIONS AND ANOTHER ON BEHAVIORAL HEALTH UTILIZATION AMONG MEDICARE BENEFICIARIES. INFORMED BY ATI ADVISORY'S ANALYSIS, THE CENTER FOR HEALTH CARE STRATEGIES (CHCS), WITH FUNDING FROM THE FOUNDATION, LED THE PROJECT TEAM IN DEVELOPING A MATRIX FOR OMII TO IDENTIFY AND PRIORITIZE POLICY STRATEGIES TO ADDRESS THE NEEDS OF CALIFORNIA'S MEDICARE POPULATION. CHCS ALSO SUPPORTED THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES' DEVELOPMENT OF THE DUAL SPECIAL NEEDS PLAN (D-SNP) CONTRACT TEMPLATE AND MODEL OF CARE AS THE STATE TRANSITIONS DUALS INTEGRATION TO AN EXCLUSIVELY ALIGNED ENROLLMENT D-SNP MODEL (PART OF CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL, OR CALAIM). HEALTH POLICY JOURNAL HEALTH AFFAIRS HIGHLIGHTED THE EFFORTS: HTTPS://WWW.HEALTHAFFAIRS.ORG/CONTENT/FOREFRONT/EXPANDING-STATES-MEDICAID-CAPACITY-MEET-NEEDS-MEDICARE-BENEFICIARIES-INCLUDING-DUALLY.CALIFORNIA'S MASTER PLAN FOR AGING (MPA): THE SCAN FOUNDATION (TSF) FUNDED MULTIPLE PROJECTS ALONG WITH OUR PHILANTHROPIC PARTNERS IN SUPPORT OF CALIFORNIA MPA IMPLEMENTATION FOCUSED ON CAPACITY BUILDING AND PROGRAM AND POLICY ANALYSIS. RESULTS INCLUDED: CA FOR ALL AGES & ABILITIES DAY OF ACTION (HTTPS://WWW.CAFORALL.ORG/) HOSTED BY CALIFORNIA DEPARTMENT OF AGING (CDA) WITH FOUNDATION SUPPORT WHERE MORE THAN 860 PARTICIPANTS DIALOGUED ON MPA PRIORITIES FOR 2023-24. JUSTICE IN AGING CONVENED MPA STAKEHOLDERS AND COORDINATED PRIORITIZATION OF MPA ISSUES PRESENTED AS A UNITED VOICE AT NUMEROUS PUBLIC MEETINGS, INCLUDING THE 2022 CA FOR ALL AGES & ABILITIES EVENT; MYRICK DATA SOLUTIONS HELPED BUILD CDA DATA CAPACITY AND CONTRIBUTED TO DEVELOPMENT OF THE DATA DASHBOARD FOR AGING (HTTPS://MPA.AGING.CA.GOV/DASHBOARD/); COLLABORATIVE CONSULTING COMPLETED A SWOT ANALYSIS OF THE AGING AND DISABILITY RESOURCE CONNECTION/NO WRONG DOOR PROGRAM THAT CONTRIBUTED TO A SUCCESSFUL FEDERAL GRANT APPLICATION; COLLABORATIVE CONSULTING DEVELOPED A ROADMAP FOR CDA'S $150 MILLION DIRECT CARE WORKFORCE INITIATIVE TO INCENTIVIZE, SUPPORT, AND FUND CAREER PATHWAYS FOR DIRECT CARE WORKERS THAT INCLUDES $89 MILLION IN GRANTS TO 78 COMMUNITY-BASED ORGANIZATIONS; ANALYSIS OF CALIFORNIA'S HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) BY ATI ADVISORY AND DEVELOPMENT OF A ROADMAP FOR HICAP MODERNIZATION; DL SOLUTIONS ANALYZED AND PROVIDED RECOMMENDATIONS FOR MULTIPURPOSE SENIOR SERVICES PROGRAM MODERNIZATION.LOCAL MPA ACTIVITIES SUPPORTED BY TSF INCLUDE THE CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS (CCLTSS) PARTNERED WITH CDA AND THE UNIVERSITY OF CALIFORNIA, LOS ANGELES, TO MAP LOCAL MPA IMPLEMENTATION IN THE STATE'S 58 COUNTIES. DATA WAS PUBLISHED IN DECEMBER 2022 AND PROMOTED WITH THE UPDATED MPA IN EARLY 2023. TSF'S CEO IS ALSO A MEMBER OF THE IMPLEMENTING THE MPA IN CALIFORNIA TOGETHER (IMPACT) COMMITTEE. IMPACT ADVISES THE CALIFORNIA HHS AGENCY ON THE IMPLEMENTATION OF THE MPA, FOCUSING ON ACCOUNTABILITY, OUTCOMES, AND CONTINUOUS IMPROVEMENT TOWARDS THE PLAN'S FIVE BOLD GOALS FOR 2030. MPA IN OTHER STATES: IN 2022, THE FOUNDATION TARGETED FIVE STATES TO INITIATE THE DEVELOPMENT OR FURTHER IMPLEMENTATION OF MPA. A TOTAL OF 11 STATES MET THE CRITERIA COLORADO, ILLINOIS, INDIANA, MISSOURI, NEVADA, NEW YORK, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, TEXAS, AND VERMONT. THIS WAS MEASURED BY STATES: (1) SECURING FUNDING TO SUPPORT MPA DEVELOPMENT ; (2) STATE LEADERSHIP TAKING ACTION TO DEVELOP OR IMPLEMENT AN MPA THROUGH LEGISLATION OR/AND EXECUTIVE ORDER; AND (3) FEDERAL GRANT OPPORTUNITIES.TEN STATES WERE SELECTED TO PARTICIPATE IN CHCS' MPA LEARNING COLLABORATIVE (HTTPS://WWW.CHCS.ORG/PROJECT/MULTISECTOR-PLAN-FOR-AGING-LEARNING-COLLABORATIVE/). THESE STATES WERE: COLORADO, ILLINOIS, INDIANA, MINNESOTA, NORTH CAROLINA, NORTH DAKOTA, OREGON, SOUTH CAROLINA, TENNESSEE, AND VERMONT. CHCS ALSO CONTINUES TO SUPPORT STATES' EFFORTS ON MPA DEVELOPMENT (HTTPS://WWW.CHCS.ORG/RESOURCE/DEVELOPING-A-MASTER-PLAN-FOR-AGING/), AND PROMOTE THE UNEXPECTED BENEFITS OF AN MPA (HTTPS://WWW.CHCS.ORG/RESOURCE/THE-UNEXPECTED-BENEFITS-OF-A-STATE-MASTERPLAN-FOR-AGING-LESSONS-FROM-CALIFORNIA/). CALIFORNIA'S ADVOCACY NETWORK: CCLTSS HELD ITS ANNUAL ADVOCACY DAY ON MAY 4, 2022. MORE THAN 125 CCLTSS AND REGIONAL COALITION (RC) MEMBERS PARTICIPATED, A RECORD ATTENDANCE. IT ENGAGED 55 POLICYMAKERS IN TALKS ON THE MPA AND PRIORITIES: (1) MEETING THE BASIC NEEDS OF OLDER AND DISABLED ADULTS; (2) ADDRESSING CALIFORNIA'S CAREGIVING CRISIS; AND (3) STRENGTHENING CALIFORNIA'S FRACTURED SERVICE DELIVERY SYSTEM. CCLTSS AND INSURE THE UNINSURED PROJECT (ITUP) PREPARED CCLTSS AND RC MEMBERS FOR THESE DISCUSSIONS THROUGH POLICY/COMMUNICATIONS TRAININGS AND THE CREATION OF MATERIALS. ALSO, THE NEVADA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/NEVADA-COUNTY_AUGUST-2022_FINAL.PDF) HOSTED A JUNE EVENT ON A DATA MAP OF NEVADA COUNTY (HTTPS://ADRC4.ORG/WP-CONTENT/UPLOADS/2022/10/NC-AGING-DISABLITIES-DATA-MAP.PDF) RELATED TO LONG-TERM SERVICES AND SUPPORTS (LTSS). THE VENTURA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/VENTURA-COUNTY_AUGUST-2022_FINAL.PDF) ADVANCED THEIR LOCAL MPA, APPROVED BY THE COUNTY'S BOARD OF SUPERVISORS IN OCTOBER 2022. CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL (CALAIM): THE AGING AND DISABILITY BUSINESS INSTITUTE (ADBI) WORKED WITH THE AREA AGENCIES ON AGING STATE ASSOCIATION ON THE FIRST BUSINESS ACUMEN LEARNING COLLABORATIVE. ADBI WORKED WITH MEALS ON WHEELS TO SCOPE OUT THE 2023 COLLABORATIVE. CCLTSS PARTNERED WITH ITUP TO PRODUCE A NEW FACT SHEET (HTTPS://WWW.ITUP.ORG/WP-CONTENT/UPLOADS/2022/10/ITUP-FACT-SHEET-AGING-WELL-V9FINAL.PDF) THAT EXPLORES CALAIM SERVICES AND HOW THEY ALIGN WITH THE MPA. A WEBINAR TOOK PLACE IN OCTOBER 2022 (HTTPS://WWW.ITUP.ORG/EVENTS/CHANGES-AND-OPPORTUNITIES-CALAIM-FOR-CALIFORNIAS-OLDER-ADULTS-AND-DUAL-ELIGIBLES/).LTSS STATE SCORECARD AND PERSON-CENTERED CARE: DATA COLLECTION AND ANALYSIS FOR THE 2023 LTSS STATE SCORECARD BEGAN, AND ITS NATIONAL ADVISORY PANEL MET IN SEPTEMBER 2022. ALSO, UMASS BOSTON IS BEGINNING TO DISSEMINATE THE WHAT MATTERS INDEX TO ADVANCE PROGRESS ON HEALTH CARE MEETING THE NEEDS AND PREFERENCES OF OLDER ADULTS.	Desc
Total Program Service Expenses	$11,364,444	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	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	Yes (1)	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	0	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	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	44	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	22	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	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	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	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	ALLIS GILBERT	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5625483497	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY SUITE 400	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90806	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SARITA A MOHANTY
CEO	40.00	0.00	Yes (X)	Yes (X)	$628,165	$0	$40,581
LINDA ROSENSTOCK
DIRECTOR	2.80	10.20	Yes (X)		$35,000	$157,000	$0
BRANDON JONES
TREASURER	3.10	7.10	Yes (X)	Yes (X)	$37,500	$121,000	$0
CELESTE ORTIZ BEG 0122
DIRECTOR	2.80	7.10	Yes (X)		$35,000	$121,000	$0
FRANCESCA RUIZ DE LUZURIAGA
DIRECTOR	2.80	7.62	Yes (X)		$35,000	$113,000	$0
CHERYL PHILLIPS
DIRECTOR	3.10	5.50	Yes (X)		$37,500	$105,000	$0
ROSEMARY ELLIS BEG 0122
DIRECTOR	2.80	6.20	Yes (X)		$35,000	$96,000	$0
ANNA MARIA CHAVEZ
CHAIRPERSON	4.35	0.00	Yes (X)	Yes (X)	$47,000	$0	$0
MELANIE BELLA
SECRETARY	3.10	0.00	Yes (X)	Yes (X)	$37,500	$0	$0
CAROL RAPHAEL
DIRECTOR	3.10	0.52	Yes (X)		$37,500	$0	$0
MARGARITA QUIHUIS
DIRECTOR	2.80	0.52	Yes (X)		$35,000	$0	$0
RENE SEIDEL
VP, PROGRAMS AND OPERATIONS	40.00	0.00		Yes (X)	$67,181	$0	$4,641
GRETCHEN ALKEMA
VP POLICY & COMMUN	40.00	0.00			$299,263	$0	$148,611	Yes (X)
RIGOBERTO J SABORIO BEG 0322
VP PROG EQ & COMM IMPACT	40.00	0.00			$201,844	$0	$10,031	Yes (X)
ANIKA HEAVENER BEG 0722
VP, INNOV AND INVSTMT	40.00	0.00			$177,874	$0	$7,444	Yes (X)
ERIN WESTPHAL
PROGRAM OFFICER	40.00	0.00			$160,625	$0	$21,833		Yes (X)
ERIC THAI
DIR FIN & MISS IMP INVEST	40.00	0.00			$160,126	$0	$20,274		Yes (X)
KALI PETERSON
PROGRAM OFFICER	40.00	0.00			$160,366	$0	$12,323		Yes (X)
MARI D NICHOLSON
DIR COMMUNICATIONS	40.00	0.00			$141,085	$0	$17,392		Yes (X)
JENNIFER KATELL
DIRECTOR, GRANTS AND OPS	40.00	0.00			$113,153	$0	$9,354		Yes (X)
BRUCE CHERNOF
FORMER PRESIDENT/CEO	0.00	0.00			$128,648	$0	$0			Yes (X)
JOHN ZAPOLSKI
FORMER VP INNOVATIONS	0.00	40.00			$39,093	$535,284	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,649,423	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,248,284	TotReportableCompRltdOrgAmt
Total Other Compensation	$292,484	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	9	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
RODRIGUEZ HORII CHOI CAFFERATA
777 S FIGUEROA	LOS ANGELES	CA	90017	GENERAL LEGAL COUNSEL	$241,073
ALTUS GROWTH
3833 RUETTE SAN RAPHAEL	SAN DIEGO	CA	92130	CONSULTING SERVICES	$224,037
KEATING & CO LLC
159 NINTH AVE	SAN FRANCISCO	CA	94118	CONSULTING SERVICES	$169,940
WITTKIEFFER INC
2015 SPRING ROAD SUITE 510	OAK BROOK	IL	60523	RECRUITING SERVICES	$137,169

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$724,100	AllOtherContributionsAmt
Total Contributions	$724,100	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,079,158	TotalRevenueColumnAmt
Unrelated Business Revenue	$17,308	UnrelatedBusinessRevenueAmt
Exclusion	$4,061,850	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$53,734,306	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$49,486,224	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,248,082	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,248,082	TotalRevenueColumnAmt
Exclusion	$4,248,082	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,051,340	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$17,308	UnrelatedBusinessRevenueAmt
Exclusion	$8,309,932	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,842,985	TotalAmt
Program Services	$6,842,985	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$164,188	TotalAmt
Program Services	$164,188	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,885,811	TotalAmt
Program Services	$1,381,910	ProgramServicesAmt
Management And General	$503,901	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,331,658	TotalAmt
Program Services	$1,051,639	ProgramServicesAmt
Management And General	$280,019	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$62,857	TotalAmt
Program Services	$50,737	ProgramServicesAmt
Management And General	$12,120	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$69,980	TotalAmt
Program Services	$55,283	ProgramServicesAmt
Management And General	$14,697	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$161,116	TotalAmt
Program Services	$127,210	ProgramServicesAmt
Management And General	$33,906	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$229,047	TotalAmt
Management And General	$229,047	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$325,173	TotalAmt
Management And General	$325,173	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$117,666	TotalAmt
Management And General	$117,666	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$580,141	TotalAmt
Management And General	$580,141	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,219,567	TotalAmt
Program Services	$952,122	ProgramServicesAmt
Management And General	$267,445	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,247	TotalAmt
Program Services	$4,573	ProgramServicesAmt
Management And General	$2,674	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$90,630	TotalAmt
Program Services	$86,858	ProgramServicesAmt
Management And General	$3,772	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$175,760	TotalAmt
Program Services	$138,850	ProgramServicesAmt
Management And General	$36,910	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$156,473	TotalAmt
Program Services	$113,954	ProgramServicesAmt
Management And General	$42,519	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$422,338	TotalAmt
Program Services	$369,436	ProgramServicesAmt
Management And General	$52,902	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$21,139	TotalAmt
Program Services	$16,699	ProgramServicesAmt
Management And General	$4,440	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SUBSCRIPTIONS & MEMBERS	$10,411	$8,000	$2,411
TAXES	$4,465		$4,465
OTHER EXPENSES	$2,264		$2,264

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,880,916	TotalAmt
Program Services	$11,364,444	ProgramServicesAmt
Management And General	$2,516,472	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$621,543	BOYAmt
EOY	$683,213	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$6,792,841	BOYAmt
EOY	$3,303,760	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$283,233	BOYAmt
EOY	$273,943	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$9,762	BOYAmt
EOY	$10,090	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,626,309	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,054,278	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$76,103	BOYAmt
EOY	$572,031	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$198,476,678	BOYAmt
EOY	$160,847,639	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$87,417,888	BOYAmt
EOY	$87,255,938	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$4,025,998	BOYAmt
EOY	$1,499,998	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$18,072	BOYAmt
EOY	$18,072	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$297,722,118	BOYAmt
EOY	$254,464,684	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$963,154	BOYAmt
EOY	$1,973,449	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,481,355	BOYAmt
EOY	$3,326,674	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,057,016	BOYAmt
EOY	$905,996	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,501,525	BOYAmt
EOY	$6,206,119	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	$293,220,593	BOYAmt
EOY	$248,258,565	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$293,220,593	BOYAmt
EOY	$248,258,565	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$297,722,118	BOYAmt
EOY	$254,464,684	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$4,829,576	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$40,186,854	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$54,402	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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type2	Yes (X)	SupportingOrgType2Ind
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SCAN HEALTH PLAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	953858259	EIN
Organization Type	10	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$0	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	Yes (1)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Field	Value	IRS element (for citing)
Majority Dir Trst Supported Org	Yes (1)	MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART IV, SECTION A, LINE 6:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION SUPPORTS OR BENEFITS, PERFORMS THE FUNCTIONS OF, AND/OR CARRIES OUT THE PURPOSES OF SCAN HEALTH PLAN BY, AMONG OTHER THINGS, PROVIDING GRANTS AND ASSISTANCE TO 501(C), GOVERNMENT AND OTHER ORGANIZATIONS THAT ENGAGE IN ACTIVITIES THAT ARE CONSISTENT WITH AND COMPLEMENTARY TO, AND THAT FURTHER THE CHARITABLE PURPOSES OF SCAN HEALTH PLAN. THE FOUNDATION'S GRANTMAKING ACTIVITIES ARE DONE IN CONSULTATION WITH THE SCAN HEALTH PLAN. THE FOUNDATION'S CEO IS IN FREQUENT CONTACT WITH THE SCAN HEALTH PLAN'S CEO, AND THE FOUNDATION'S CEO ATTENDS THE SCAN HEALTH PLAN'S BOARD OF DIRECTORS MEETING AT LEAST ONCE A YEAR TO REPORT ON THE FOUNDATION'S ACTIVITIES AND TO RECEIVE FEEDBACK FROM THE SCAN HEALTH PLAN'S BOARD. MOREOVER, THE SCAN HEALTH PLAN'S BOARD CHAIR IS AN EX OFFICIO MEMBER OF THE FOUNDATION'S BOARD, AND A MAJORITY OF THE FOUNDATION'S BOARD IS COMPRISED OF INDIVIDUALS WHO ALSO COMPRISE A MAJORITY OF THE SCAN HEALTH PLAN'S BOARD.	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 D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$827,792	OtherCostOrOtherBasisAmt
Depreciation	$772,828	DepreciationAmt
Book Value	$54,964	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,770	OtherCostOrOtherBasisAmt
Depreciation	$34,770	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$763,747	OtherCostOrOtherBasisAmt
Depreciation	$246,680	DepreciationAmt
Book Value	$517,067	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$572,031	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	PRIVATE EQUITY	Desc
Book Value	$87,255,938	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$87,255,938	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED COMPENSATION	Desc
Amt	$905,996	Amt

Field	Value	IRS element (for citing)
Total Liability	$905,996	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	UNDER FASB ASC 740, INCOME TAXES, THE FOUNDATION 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, 2022 AND 2021, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	$59,308,124
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENTS	$1,609,988

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$60,918,112	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$60,918,112	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART I, LINE 3	THE AMOUNTS REPORTED IN SCHEDULE F WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (78 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
AARP FOUNDATION
601 E STREET NW	WASHINGTON	DC	200490001	520794300	501(C)(3)	$410,353	$0	THIS PROJECT CO-FUNDED BY THE COMMONWEALTH FUND SUPPORTS THE DEVELOPMENT OF THE 2023 LTSS SCORECARD WHICH RANKS ALL 50 STATES ON HOW WELL THEY ARE PROVIDING LTSS.
ACADEMY HEALTH
1666 K STREET NW SUITE 1100	WASHINGTON	DC	20006	521260918	501(C)(3)	$60,000	$0	THIS PROJECT WILL HIGHLIGHT HOW A PERSON-CENTERED FRAMEWORK CAN BE APPLIED TO DECISION MAKING ON THE PERMEANCY OF THE MEDICARE AND MEDICAID FLEXIBILITIES AS A RESULT OF THE PUBLIC HEALTH EMERGENCY.
ADVANCING STATES INC
241 18TH ST S SUITE 403	ARLINGTON	VA	22202	396095459	501(C)(3)	$75,000	$0	THIS PROJECT SUPPORTS STATES IN THE DESIGN OF HOME AND COMMUNITY BASED SERVICES PROGRAMS LEVERAGING ARPA FUNDING.
AGEWELL FRESNO HELEN MILTIADES
1175 SHAW AVE 104 245	CLOVIS	CA	93612	268864464		$22,981	$0	THIS PROJECT PROVIDES SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF LOCAL MASTER PLANS FOR AGING IN RURAL COMMUNITIES IN CALIFORNIA.
ALLIANCE FOR HEALTH POLICY
PO BOX 56518	WASHINGTON	DC	20040	521746328		$472,971	$0	THIS INITIATIVE IDENTIFIED AND CHAMPIONED MEDICARE AND MEDICAID FLEXIBILITIES THAT ADVANCE EQUITABLE, PERSON- AND COMMUNITY-CENTERED CARE FOR INDIVIDUALS WITH COMPLEX CARE NEEDS.
ALZHEIMER'S ORANGE COUNTY
2515 MCCABE WAY SUITE 200	IRVINE	CA	926146043	953702013	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
AMERICAN SOCIETY ON AGING
548 MARKET STREET PMB 85589	SAN FRANCISCO	CA	941045401	942292868		$35,000	$0	THIS PROJECT CO-FUNDED WITH THE JOHN A HARTFORD FOUNDATION AND WEST HEALTH SUPPORTS THE ENGAGEMENT OF STAKEHOLDERS ON WHY AND HOW TO DEVELOP A MASTER PLAN ON AGING.
AREA 4 AGENCY ON AGING
1401 EL CAMINO AVENUE 4TH FLOOR	SACRAMENTO	CA	95815	942897957	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
ATI ADVISORY
3505 ALBERMARLE STREET NW	WASHINGTON	DC	20008	465466993		$122,152	$0	THIS PROJECT PARTNERED ATI ADVISORY AND THE LONG TERM QUALITY ALLIANCE, AND LEVERAGED THE LEADERSHIP CIRCLE OF NATIONAL EXPERTS THAT PRODUCED THE "GUIDING PRINCIPLES FOR NEW FLEXIBILITY UNDER SPECIAL SUPPLEMENTAL BENEFITS FOR THE CHRONICALLY ILL (SSBCI)," TO ENSURE THE SSBCI MARKET EVOLVED WITH CONTINUOUS LEARNING AND IMPROVEMENT.
ATI ADVISORY
3505 ALBERMARLE STREET NW	WASHINGTON	DC	20008	465466993		$179,222	$0	SUPPORTING THE CA OFFICE OF MEDICARE INNOVATION AND INTEGRATION
ATI ADVISORY
3505 ALBERMARLE STREET NW	WASHINGTON	DC	20008	465466993		$35,000	$0	PLANNING FOR STRATEGIC PARTNERSHIP
ATI ADVISORY
3505 ALBERMARLE STREET NW	WASHINGTON	DC	20008	465466993		$103,500	$0	THROUGH FUNDING FROM SEVEN CALIFORNIA FOUNDATIONS, THIS PROJECT SUPPORTED THE IMPLEMENTATION OF CALIFORNIA'S MASTER PLAN FOR AGING. IT PROVIDED SUPPORT TO CALIFORNIA DEPARTMENT OF AGING AS IT PURSUED A STRATEGIC ROADMAP AND STRATEGY FOR BETTER SUPPORTING DUAL ELIGIBLE BENEFICIARIES TO EXPAND ACCESS TO ITS HEALTH INSURANCE COUNSELING & ADVOCACY PROGRAM (HICAP) AND CREATE A HIGHER QUALITY AND MORE EQUITABLE PROGRAM FOR CALIFORNIANS.
ATI ADVISORY
3505 ALBERMARLE STREET NW	WASHINGTON	DC	20008	465466993		$488,884	$0	IN THIS PROJECT, ATI ADVISORY ADDRESSED GAPS IN FUNDING FOR NON-MEDICAL SERVICES AND MEDICARE, AND WORKED TO EXPAND ACCESS TO PERSON-CENTERED, WHOLE-PERSON CARE FOR CALIFORNIA DUAL-ELIGIBLES.
CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS
PO BOX 2767	FAIR OAKS	CA	95628	871439855	501(C)(3)	$160,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS
PO BOX 2767	FAIR OAKS	CA	95628	871439855	501(C)(3)	$109,603	$0	THE CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF AGING AND THE UCLA CENTER FOR HEALTH POLICY RESEARCH TO COLLECT AND MAP DATA RELATED TO LOCAL AGE AND DISABILITY-FRIENDLY INITIATIVES ON DEVELOPING AND IMPLEMENTING LOCAL MASTERS PLAN FOR AGING.
CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS
PO BOX 2767	FAIR OAKS	CA	95628	871439855	501(C)(3)	$6,400	$0	CCLTSS WILL PRODUCE A PRINTED "FAST FACTS" LEGISLATIVE LEAVE-BEHIND TO SUPPORT EDUCATION OF NEW LAWMAKERS ON LONG-TERM SERVICES AND SUPPORTS POLICY PRIORITIES.
CAMARILLO HEALTH CARE DISTRICT
3639 LAS POSAS ROAD	CAMARILLO	CA	93010	952834854	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$150,000	$0	THIS PROJECT, CO-FUNDED BY ARNOLD VENTURES, THE COMMONWEALTH FUND, THE JOHN A. HARTFORD FOUNDATION, PETERSON CENTER ON HEALTHCARE, AND THE ROBERT WOOD JOHNSON FOUNDATION, SUPPORTED THE CURATION AND DISSEMINATION OF COMPLEX CARE RESOURCES AND BEST PRACTICES THROUGH THE BETTER CARE PLAYBOOK.
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$498,313	$0	THIS PROJECT SUPPORTED THE DEVELOPMENT AND IMPLEMENTATION OF A LEARNING COLLABORATIVE TO HELP STATES DEVELOP A MASTER PLAN FOR AGING.
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$255,651	$0	SUPPORTS THE CALIFORNIA OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII) TO BUILD MEDICARE CAPACITY AND IDENTIFY, DEVELOP AND ADVANCE KEY POLICY AND PROGRAM PRIORITIES BASED ON CALIFORNIA MEDICARE POPULATION, PROGRAM, AND POLICY ANALYSIS.
CENTRAL COAST CENTER FOR INDEPENDENT LIVING
318 CAYUGA ST SUITE 208	SALINAS	CA	93901	770055747	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
CHAPMAN CONSULTING LLC
1133 LOS ROBLES ST	DAVIS	CA	95618	823820031		$35,919	$0	THIS PROJECT SUPPORTED THE ENGAGEMENT OF MEDICARE ADVANTAGE PLANS IN SUPPORT OF CALIFORNIA'S DEPARTMENT OF HEALTH CARE SERVICES (DHCS) OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII) TO IDENTIFY POLICY AND PROGRAM OPPORTUNITIES AND MAXIMIZE OMII'S IMPACT.
CHOICE IN AGING
490 GOLF CLUB ROAD	PLEASANT HILL	CA	94523	942822559	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
COLLABORATIVE CONSULTING INC
521 BROWNING STREET	MILL VALLEY	CA	94941	364790880		$114,938	$0	THIS PROJECT WILL WORK WITH THE CALIFORNIA DEPARTMENT OF AGING TO EXPLOREDESIGN AND DELIVERY POSSIBILITIES FOR THE NONIHSS DIRECT CARE WORKFORCE INITIATIVE.
COLLABORATIVE CONSULTING INC
521 BROWNING STREET	MILL VALLEY	CA	94941	364790880		$126,225	$0	STATEWIDE ADRC/NWD SWOT ASSESSMENT FOR CALIFORNIA
COMMUNITY CATALYST
ONE FEDERAL STREET 5TH FLOOR	BOSTON	MA	02110	043355127	501(C)(3)	$50,000	$0	THIS PROJECT CO-CREATED A SURVEY TOOL WITH BIPOC DUALS TO BETTER UNDERSTAND HCBS ACCESS AND THE QUALITY OF SERVICES THEY EXPERIENCE.
DL SOLUTIONS LLC
25108 MARGUERITE PARKWAY SUITE A110	MISSION VIEJO	CA	92692	301316988		$29,482	$0	IN SUPPORT OF MPA IMPLEMENTATION, DL SOLUTIONS, LLC WILL COMPLETE A COMPREHENSIVE SWOT ANALYSIS OF MSSP FOR CDA IN ORDER TO IDENTIFY WHAT MODERNIZATION IS NEEDED FOR FUTURE SUSTAINABILITY.
FREEDADRC OF NEVADA COUNTY
435 SUTTON WAY	GRASS VALLEY	CA	95945	680085639	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
GRANTMAKERS IN AGING
333 MAMARONECK AVE 238	WHITE PLAINS	NY	10605	134014982	501(C)(3)	$27,500	$0	THIS PROJECT SUPPORTS THE ENGAGEMENT OF LOCAL FUNDERS IN AGING TO SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING IN THEIR GEOGRAPHIC TARGET AREA(S).
GRANTMAKERS IN AGING
333 MAMARONECK AVE 238	WHITE PLAINS	NY	10605	134014982	501(C)(3)	$8,000	$0	ANNUAL MEMBERSHIP
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE	WASHINGTON	DC	20036	133206571		$8,500	$0	ANNUAL MEMBERSHIP	1200
GREATER GOOD STUDIO
3759 W DIVERSEY AVE	CHICAGO	IL	60647	900815736		$102,610	$0	HEALTH EQUITY IN AGING: UNDERSTANDING AND SUPPORTING THE LANDSCAPE TO BUILD A MOVEMENT FOR CHANGE (PART 1)
HEALTH MANAGEMENT ASSOCIATES INC
120 N WASHINGTON SQUARE SUITE 705	LANSING	MI	48933	382599727		$86,078	$0	THIS PROJECT EVALUATES MEDICARE AND MEDICAID FLEXIBILITIES, ENACTED IN RESPONSE TO COVID-19, AND OUTLINE ACTIONS THE FEDERAL GOVERNMENT AND STATE MEDICAID PROGRAMS CAN TAKE TO ACHIEVE MORE PERSON-CENTERED CARE DELIVERY FOR THREE KEY POPULATIONS: THOSE WITH MEDICARE ONLY; THOSE WITH MEDICAID ONLY WHO HAVE LONG-TERM CARE NEEDS; AND THOSE WHO ARE DUALLY ELIGIBLE.
HEALTH MANAGEMENT ASSOCIATES INC
120 N WASHINGTON SQUARE SUITE 705	LANSING	MI	48933	382599727		$61,669	$0	THIS PROJECT DEVELOPS AND PROMOTES A PERSON=CENTERED FRAMEWORK TO EVALUATES MEDICARE AND MEDICAID FLEXIBILITIES, ENACTED IN RESPONSE TO COVID-19, AND OUTLINE ACTIONS THE FEDERAL GOVERNMENT AND STATE MEDICAID PROGRAMS CAN TAKE TO ACHIEVE MORE PERSON-CENTERED CARE DELIVERY FOR THREE KEY POPULATIONS: THOSE WITH MEDICARE ONLY; THOSE WITH MEDICAID ONLY WHO HAVE LONG-TERM CARE NEEDS; AND THOSE WHO ARE DUALLY ELIGIBLE.
HEALTHBEGINS LLC
2600 W OLIVE AVE	BURBANK	CA	91505	461646737		$10,823	$0	COFUNDED BY THE COMMONWEALTH FUND, THIS PROJECT SUPPORTS THE TRANSITION AND UPDATE TO THE SOCIAL DETERMINATES OF HEALTH, RETURN ON INVESTMENT CALCULATOR.
HEALTHY AGING ASSOCIATION
3500 COFFEE RD SUITE 19	MODESTO	CA	95355	770546574	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
HOMEBRIDGE
1035 MARKET ST L-1	SAN FRANCISCO	CA	94103	942985244	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
INDEPENDENT LIVING CENTER OF KERN COUNTY
5251 OFFICE PARK DRIVE SUITE 200	BAKERSFIELD	CA	93309	770384453	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
INDEPENDENT LIVING RESOURCE CENTER INC
423 W VICTORIA STREET	SANTA BARBARA	CA	931013619	953255012	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
INSURE THE UNINSURED PROJECT
400 CAPITOL MALL	SACRAMENTO	CA	95814	274159194	501(C)(3)	$75,000	$0	THIS PROJECT PARTNERED ITUP WITH THE CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS TO PROVIDE CRITICAL ADVOCACY TRAINING AND EDUCATION ON ISSUES CRITICAL TO THE OLDER ADULT AND PERSONS WITH DISABILITIES COMMUNITIES.
INSURE THE UNINSURED PROJECT
400 CAPITOL MALL	SACRAMENTO	CA	95814	274159194	501(C)(3)	$10,000	$0	THIS PROJECT RESULTED IN A STATE-LEVEL DISCUSSION FOCUSED ON SOLUTIONS FOR CALIFORNIA'S FORGOTTEN MIDDLE.
JENNINGS POLICY STRATEGIES INC
601 13TH STREET NW	WASHINGTON	DC	20005	522307507		$180,000	$0	ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR
JSI RESEARCH AND TRAINING INSTITUTE INC
44 FARNSWORTH ST	BOSTON	MA	02210	042679824	501(C)(3)	$25,000	$0	THIS PROJECT, CO FUNDED WITH THE CALIFORNIA HEALTH CARE FOUNDATION, ENGAGED COMMUNITY-BASED ORGANIZATIONS AND PHILANTHROPY IN A SERIES OF DISCUSSION TO INFORM THE STATE ON PATH FUNDING.
JUSTICE IN AGING
1444 EYE STREET NW	WASHINGTON	DC	20005	953132674	501(C)(3)	$125,000	$0	THIS PROJECT WILL PROVIDE CONTINUED STAKEHOLDER ADVOCACY LEADERSHIP ASSOCIATEDWITH MASTER PLAN FOR AGING IMPLEMENTATION BY CONVENING THE MAIN STAKEHOLDER ADVISORY COMMITTEE.
KALINA INSTITUTE
6841 MARABOU COURT	SACRAMENTO	CA	95842	612921621		$33,641	$0	THESE PROJECTS WERE FUNDED THROUGH THE MASTER PLAN FOR AGING FUND DEVELOPED BY SEVEN CALIFORNIA FOUNDATIONS. SPECIFICALLY, DURING 2021-22, GRANTEES CONTINUED SUPPORTING POLICY DEVELOPMENT FOR THE STAKEHOLDER ADVISORY COMMITTEE AND THE SUBCOMMITTEES, DATA GAP ANALYSIS WITH RECOMMENDATIONS, A STATEWIDE COMMUNICATIONS PLAN, AND LOGISTICAL NEEDS FOR THE PROCESS.
LUCAS PUBLIC AFFAIRS
1215 K STREET SUITE 1010	SACRAMENTO	CA	95814	261795985		$18,705	$0	THIS PROJECT FOCUSED ON CONTINUING MOMENTUM FOR THE CALIFORNIA MASTER PLAN FOR AGING AND ELEVATING THE FOUNDATION'S BRAND AND DR. SARITA MOHANTY'S VOICE AT THE CAPITOL AND IN SACRAMENTO.
LUCAS PUBLIC AFFAIRS
1215 K STREET SUITE 1010	SACRAMENTO	CA	95814	261795985		$29,995	$0	THIS PROJECT FOCUSED ON CONTINUING MOMENTUM FOR THE CALIFORNIA MASTER PLAN FOR AGING AND ELEVATING THE FOUNDATION'S BRAND AND DR. SARITA MOHANTY'S VOICE AT THE CAPITOL AND IN SACRAMENTO.
LUCAS PUBLIC AFFAIRS
1215 K STREET SUITE 1010	SACRAMENTO	CA	95814	261795985		$132,528	$0	THIS PROJECT FOCUSED ON CONTINUING MOMENTUM FOR THE CALIFORNIA MASTER PLAN FOR AGING AND ELEVATING THE FOUNDATION'S BRAND AND DR. SARITA MOHANTY'S VOICE AT THE CAPITOL AND IN SACRAMENTO.
MANATT PHELPS & PHILLIPS LLP
2049 CENTURY PARK EAST	LOS ANGELES	CA	90067	952375841		$53,479	$0	THIS PROJECT EVALUATES MEDICARE AND MEDICAID FLEXIBILITIES, ENACTED IN RESPONSE TO COVID-19, AND OUTLINE ACTIONS THE FEDERAL GOVERNMENT AND STATE MEDICAID PROGRAMS CAN TAKE TO ACHIEVE MORE PERSON-CENTERED CARE DELIVERY FOR THREE KEY POPULATIONS: THOSE WITH MEDICARE ONLY; THOSE WITH MEDICAID ONLY WHO HAVE LONG-TERM CARE NEEDS; AND THOSE WHO ARE DUALLY ELIGIBLE.
MANATT PHELPS & PHILLIPS LLP
2049 CENTURY PARK EAST	LOS ANGELES	CA	90067	952375841		$122,388	$0	THIS INITIATIVE IDENTIFIED AND CHAMPIONED MEDICARE AND MEDICAID FLEXIBILITIES THAT ADVANCE EQUITABLE, PERSON- AND COMMUNITY-CENTERED CARE FOR INDIVIDUALS WITH COMPLEX CARE NEEDS.
MARIN AGING AND DISABILITY INSTITUTE
70 SKYVIEW TERRACE	SAN RAFAEL	CA	94903	830532512	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300	WASHINGTON	DC	200095725	811239309		$5,397	$0	SUPPORT FOR THE CREATION OF MY CARE MY CHOICE DIGITAL ADS
MEALS ON WHEELS CALIFORNIA INC
1200 KNOLLWOOD CIRCLE	ANAHEIM	CA	92801	474698325	501(C)(3)	$12,500	$0	THIS BRIDGE GRANT CONTINUES SUPPORT FOR THE DEVELOPMENT OF A NETWORK OF HOME DELIVERED MEALS PROVIDERS IN CA.
MEALS ON WHEELS OF ALAMEDA COUNTY
1721 BROADWAY 201	OAKLAND	CA	94612	942651065	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
MERCY FOUNDATION NORTH
2625 EDITH AVE SUITE E	REDDING	CA	96001	943136799	501(C)(3)	$25,000	$0	THIS PROJECT SUPPORTS THE DEVELOPMENT OF A COMMUNITY INTEGRATED NETWORK IN THE NORTH PART OF CALIFORNIA, STARTING IN SHASTA COUNTY AND SPREADING TO 4 OTHERS.
MILKEN INSTITUTE
1250 4TH STREET FLOOR 2	SANTA MONICA	CA	90401	954240775	501(C)(3)	$25,000	$0	THIS PROJECT SUPPORTS THE ALLIANCE TO IMPROVE DEMENTIA CARE STEERING COMMITTEE, WHICH IS WORKING WITH CALIFORNIA LEADERS TO PILOT TEST A MODEL TO PROVIDE COMPREHENSIVE DEMENTIA-CARE TO CALIFORNIA RESIDENTS LIVING WITH DEMENTIA AND THEIR CAREGIVERS.
MYRICK DATA SOLUTIONS
248 3RD STREET 411	OAKLAND	CA	94607	874657847		$25,233	$0	MASTER PLAN FOR AGING - DATA-DRIVEN IMPLEMENTATION0
MYRICK DATA SOLUTIONS
248 3RD STREET 411	OAKLAND	CA	94607	874657847		$9,795	$0	MASTER PLAN FOR AGING (MPA) REPORTING DATABASE & IMPLEMENTATION PROJECT
NATIONAL ACADEMY OF MEDICINE
500 5TH ST NW	WASHINGTON	DC	20001	530196932	501(C)(3)	$35,000	$0	THIS PROJECT BRINGS TOGETHER LEADERS IN THE FIELD TO DISCUSS THE FUTURE OF PROGRAMS AND SERVICES FOR OLDER ADULTS AND PEOPLE WITH A DISABILITY.
NATIONAL CONFERENCE OF STATE LEGISLATURES
7700 EAST FIRST PLACE	DENVER	CO	80230	840772595		$55,000	$0	THIS PROJECT SUPPORTS THE DISSEMINATION OF MASTER PLAN FOR AGING AND MEDICARE AND MEDICAID FLEXIBILITIES INFORMATION TO STATE LEGISLATURES THROUGH BLOGS, ARTICLES AND WEBINARS.
NATIONAL OPINION RESEARCH CENTER
55 E MONROE ST FLOOR 20	CHICAGO	IL	606035991	362167808	501(C)(3)	$302,327	$0	THIS PROJECT TRACKED PUBLIC OPINION SURROUNDING AGING AND EQUITY ISSUES THROUGH SIX NATIONAL OMNIBUS POLLS AMONG ENGLISH- AND SPANISH-SPEAKING U.S. ADULTS WITH AN OVERSAMPLE OF BLACK AND HISPANIC RESPONDENTS.
NATIONAL OPINION RESEARCH CENTER
55 E MONROE ST FLOOR 20	CHICAGO	IL	606035991	362167808	501(C)(3)	$74,862	$0	THIS PROJECT WILL INFORM A GREATER UNDERSTANDING OF HOW MIDDLE-INCOME OLDER ADULT HOUSING AND CARE NEEDS WILL CHANGE BY 2033, AT WHICH POINT ALMOST HALF OF BABY BOOMERS WILL HAVE AGED INTO THE COHORT OF 75 YEARS OR OLDER.
NATIONAL OPINION RESEARCH CENTER
55 E MONROE ST FLOOR 20	CHICAGO	IL	606035991	362167808	501(C)(3)	$90,048	$0	THIS PROJECT RESULTED IN THE FIRST STATISTICAL ANALYSIS OF CALIFORNIA'S FORGOTTEN MIDDLE POPULATION.
ON LOK INC
1333 BUSH STREET	SAN FRANCISCO	CA	941095611	943101464	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
PARTNERS IN CARE FOUNDATION
732 MOTT STREET SUITE150	SAN FERNANDO	CA	913404241	953954057		$25,000	$0	THIS PROJECT WILL SUPPORT THE DEVELOPMENT OF A PLAYBOOK FOR COMMUNITY BASED ORGANIZATIONS AND THEY WORK WITH HEALTH PLANS AND STATES ON ADDRESSING SOCIAL DETERMINATES OF HEALTH.
RUNYON SALTZMAN INC
2020 L STREET SUITE 100	SACRAMENTO	CA	95811	942323476		$124,949	$0	THIS PROJECT WILL DEVELOP A COMPREHENSIVE STATEWIDE COMMUNICATIONS AND OUTREACH PLAN TO BUILD AWARENESS OF AND INCREASE PARTICIPATION IN THE MASTER PLAN FOR AGING (MPA), IN PARTNERSHIP WITH THE CALIFORNIA DEPARTMENT OF AGING.
SAN DIEGO STATE UNIVERSITY FOUNDATION
5250 CAMPANILE DRIVE	SAN DIEGO	CA	92182	956042721	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
SAN MATEO COUNTY AGING AND ADULT SERVICES
225 37TH AVE	SAN MATEO	CA	94403	946000532	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
SILICON VALLEY INDEPENDENT LIVING CENTER
25 N 14TH STREET SUITE 1000	SAN JOSE	CA	95112	942332246		$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
ST BARNABAS SENIOR CENTER OF LOS ANGELES
675 S CARDONELET ST	LOS ANGELES	CA	900573309	951641435		$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.
THE GERONTOLOGICAL SOCIETY OF AMERICA
1220 L STREET NW SUITE 901	WASHINGTON	DC	20005	521256181	501(C)(3)	$225,000	$0	THIS PROJECT SUPPORTED THE LONG-TERM, SOCIAL CHANGE ENDEAVOR TO CHANGE THE NARRATIVE AROUND AGING IN WAYS THAT ENCOURAGE IMPROVED POLICIES AND PROGRAMS. THIS PROJECT WAS FUNDED BY THREE ADDITIONAL ORGANIZATIONS.
THE MARGOLIN GROUP
2821 FORRESTER DRIVE	LOS ANGELES	CA	90064	412065784		$6,000	$0	ENGAGE A STATE STRATEGIC POLICY ADVISOR
THE MARGOLIN GROUP
2821 FORRESTER DRIVE	LOS ANGELES	CA	90064	412065784		$31,000	$0	ENGAGE A STATE STRATEGIC POLICY ADVISOR
TRADEOFFS INC
424 S 47TH STREET	PHILADELPHIA	PA	19143	834075323	501(C)(3)	$91,444	$0	THIS PROJECT CREATED THREE PODCASTS AND A WEBINAR THAT EXPLORED AND ANALYZED VARIOUS TOPICS ON TRANSFORMING CARE, INCLUDING MEDICARE AND MEDICAID FLEXIBILITIES, TO INFORM POLICYMAKERS AND OTHER DECISION MAKERS.
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BOULEVARD	BOSTON	MA	021253393	043167352	501(C)(1)	$337,092	$0	THIS PROJECT USES THE HEALTH AND RETIREMENT STUDY (HRS) TO MEASURE THE EXTENT TO WHICH OLDER ADULTS EXPERIENCE THE HEALTH CARE SYSTEM AS TAKING ACCOUNT THEIR PREFERENCES FOR CARE.
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BOULEVARD	BOSTON	MA	021253393	043167352	501(C)(1)	$103,362	$0	THIS PROJECT WILL SUPPORT DISSEMINATION OF RESEARCH FROM THE HEALTH AND RETIREMENT SURVEY IN ORDER TO KEEP THE CONVERSATION CURRENT ON INDIVIDUAL'S EXPERIENCES WITH THE HEALTH CARE SYSTEM.
USAGING
1100 NEW JERSEY AVE SE SUITE 350	WASHINGTON	DC	20003	521052345	501(C)(3)	$300,000	$0	THIS PROJECT, CO-FUNDED BY THE JOHN A HARTFORD FOUNDATION, SUPPORTS BUILDING THE BUSINESS ACUMEN OF COMMUNITY-BASED ORGANIZATIONS TO PARTNER WITH THE HEALTH CARE SECTOR TO DELIVER HOME AND COMMUNITY BASED SERVICES.
YOLO HEALTHY AGING ALLIANCE
600 A STREET SUITE C	DAVIS	CA	95616	461075195	501(C)(3)	$15,000	$0	THE CALIFORNIA ADVOCACY NETWORK IS A STATEWIDE MOVEMENT COMPRISED OF THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE FOR LONG-TERM SERVICES AND SUPPORTS AND REGIONAL COALITIONS. THIS TWO-YEAR GRANT CYCLE WILL ALSO SUPPORT LEGISLATIVE LEADERSHIP DEVELOPMENT AND COUNTY-LEVEL EVENTS TO ADVANCE IMPLEMENTATION OF THE MASTER PLAN FOR AGING.

Field	Value	IRS element (for citing)
Total501c3 Org	42	Total501c3OrgCnt
Total Other Org	36	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
THROUGH FUNDING FROM SEVEN CALIFORNIA FOUNDATIONS, THESE PROJECTS SUPPORTED THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING.	1	$64,800
THIS PROJECT PROVIDES SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF LOCAL MASTER PLANS FOR AGING IN RURAL COMMUNITIES IN CALIFORNIA.	1	$56,322
STRATEGIC POLICY ADVICE ON ACHIEVING FULL INTEGRATION OF CARE FOR CALIFORNIANS DUALLY ELIGIBLE FOR MEDICARE AND MEDI-CAL	1	$16,567
MASTER PLAN FOR AGING - DATA-DRIVEN IMPLEMENTATION	1	$10,140
MASTER PLAN FOR AGING - DATA-DRIVEN IMPLEMENTATION	1	$8,125
BUILDING LOCAL LEADERSHIP TO ADVANCE CALIFORNIA'S MASTER PLAN FOR AGING (CENTRAL VALLEY LTSS COALITION)	1	$8,234

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE SCAN FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT CAN BEST SUPPORT THE FOUNDATION'S MISSION AND CHARITABLE PURPOSE, REGARDLESS OF TAX STATUS. THE USE OF GRANT FUNDS IS MONITORED BY REVIEWING PROGRAM AND EXPENDITURE REPORTS ON A QUARTERLY BASIS. EXPENDITURE REPORTS ARE REVIEWED AGAINST THE PROPOSED AND APPROVED BUDGETS AND PROGRAM REPORTS AGAINST THE PROPOSED AND APPROVED SCOPES OF WORK.	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
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
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	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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
SARITA A MOHANTY
CEO	$501,233	$0	$125,000	$0	$1,932	$0	$21,350	$0	$19,231	$0	$668,746	$0	$0	$0
JOHN ZAPOLSKI
FORMER VP INNOVATIONS	$0	$229,947	$0	$0	$39,093	$305,337	$0	$0	$0	$0	$39,093	$535,284	$0	$0
GRETCHEN ALKEMA
VP POLICY & COMMUN	$101,227	$0	$33,656	$0	$164,380	$0	$144,897	$0	$3,714	$0	$447,874	$0	$0	$0
RIGOBERTO J SABORIO BEG 0322
VP PROG EQ & COMM IMPACT	$190,684	$0	$0	$0	$11,160	$0	$8,832	$0	$1,199	$0	$211,875	$0	$0	$0
LINDA ROSENSTOCK
DIRECTOR	$35,000	$157,000	$0	$0	$0	$0	$0	$0	$0	$0	$35,000	$157,000	$0	$0
ANIKA HEAVENER BEG 0722
VP, INNOV AND INVSTMT	$144,111	$0	$25,000	$0	$8,763	$0	$4,247	$0	$3,197	$0	$185,318	$0	$0	$0
ERIN WESTPHAL
PROGRAM OFFICER	$146,657	$0	$13,505	$0	$463	$0	$11,820	$0	$10,013	$0	$182,458	$0	$0	$0
ERIC THAI
DIR FIN & MISS IMP INVEST	$146,485	$0	$13,367	$0	$274	$0	$11,686	$0	$8,588	$0	$180,400	$0	$0	$0
KALI PETERSON
PROGRAM OFFICER	$148,023	$0	$12,054	$0	$289	$0	$11,226	$0	$1,097	$0	$172,689	$0	$0	$0
BRANDON JONES
TREASURER	$37,500	$121,000	$0	$0	$0	$0	$0	$0	$0	$0	$37,500	$121,000	$0	$0
MARI D NICHOLSON
DIR COMMUNICATIONS	$129,127	$0	$11,699	$0	$259	$0	$10,211	$0	$7,181	$0	$158,477	$0	$0	$0
CELESTE ORTIZ BEG 0122
DIRECTOR	$35,000	$121,000	$0	$0	$0	$0	$0	$0	$0	$0	$35,000	$121,000	$0	$0
BRUCE CHERNOF
FORMER PRESIDENT/CEO	$0	$0	$0	$0	$128,648	$0	$0	$0	$0	$0	$128,648	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 1A

FOR MEDICAL REASONS, FIRST-CLASS FLIGHTS WERE PROVIDED TO AN EMPLOYEE OF THE FOUNDATION. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. WHILE THE FOUNDATION'S TRAVEL POLICY NORMALLY REQUIRES THE USE OF ECONOMY CLASS FLIGHTS AT THE LOWEST AVAILABLE FARE, TRAVEL IN BUSINESS CLASS (OR FIRST CLASS, IF BUSINESS CLASS IS NOT OFFERED FOR THE FLIGHT BEING TAKEN) IS PERMITTED UNDER CERTAIN SPECIFIED OR OTHER EXTENUATING CIRCUMSTANCES. THE CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY.

PART I, LINES 4A-B

PART I, LINE 4A: DURING 2022, THE SCAN FOUNDATION AND RELATED ORGANIZATIONS PAID SEVERANCE TO THE FOLLOWING INDIVIDUALS: GRETCHEN ALKEMA - $135,306 ;ADDITIONAL SERVANCE PAYMENTS WERE AGREED TO IN 2022 TO BE PAID DURING 2023 JOHN ZAPOLSKI - $305,000 PART I, LINE 4B: THE COMPANY PROVIDES 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) 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 ATER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PART VII: NO SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR. DEFERRED COMPENSATION FOR 2022, 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 COMPANY'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	IN 2022, ALIVE VENTURES (AV), A WHOLLY-OWNED FOR-PROFIT SUBSIDIARY ESTABLISHED AND FUNDED BY THE FOUNDATION, WAS DISSOLVED. THE PURPOSE OF AV WAS TO FURTHER THE FOUNDATION'S MISSION BY CREATING BRANDS, PRODUCTS AND SERVICES THAT HELP ENRICH THE LIVES OF OLDER ADULTS. A DECISION WAS MADE BY THE FOUNDATION'S BOARD OF DIRECTORS THAT THE FOUNDATION'S MISSION COULD BE BETTER ACCOMPLISHED BY PURSUING ALTERNATIVE STRATEGIES.
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	SEVEN FOUNDATION (7F) COLLABORATIVE: WITH ARNOLD VENTURES, THE COMMONWEALTH FUND, AND THE SCAN FOUNDATION SUPPORT, CHCS SELECTED MEDICAID AGENCIES IN COLORADO, HAWAII, MAINE, NORTH CAROLINA, TEXAS, VIRGINIA, WASHINGTON, AND WISCONSIN TO PARTICIPATE IN (HTTPS://WWW.CHCS.ORG/PROJECT/MEDICARE-ACADEMY-CAPACITY-BUILDING-FOR-STA TES-ADVANCING-MEDICARE-MEDICAID-INTEGRATION/).THIS PROJECT HAS HIGHLIGHTED CALIFORNIA AS A LEADER IN MEDICARE-MEDICAID INTEGRATION. BOTH CALIFORNIA'S EXPERIENCE WITH THE STATE'S TRANSITION FROM THE CAL MEDICONNECT (INTEGRATED CARE DEMONSTRATION) PROGRAM TO A D-SNP-BASED MODEL AND THE STATE'S OFFICE OF MEDICARE AND MEDICAID INNOVATION AND INTEGRATION INFORMED THE MEDICARE ACADEMY'S TRAINING CURRICULUM. CHCS IS ALSO TESTING THE MEDICARE ACADEMY USING A SINGLE-STATE MODEL, WHICH CALIFORNIA WAS SELECTED TO RECEIVE. STATES CONTINUE TO PLAN AND IMPLEMENT HOME- AND COMMUNITY-BASED SERVICES (HCBS) THROUGH AMERICAN RESCUE PLAN ACT (ARPA) FUNDING. A PROPOSAL FOR ADDITIONAL SUPPORT TO STATES AND TO TRACK THE HCBS IMPACT IS INCLUDED AND FUNDED BY THE JOHN A. HARTFORD FOUNDATION, THE CARE FUND, AND MILBANK MEMORIAL FUND. GREATER GOOD STUDIO (GGS) (HTTPS://GREATERGOODSTUDIO.COM/) WITH FUNDING FROM THE FOUNDATION, COLLECTED INPUT THROUGH CONVERSATIONS WITH KEY STAKEHOLDERS, INCLUDING THE SCAN FOUNDATION STAFF AND STEERING COMMITTEE MEMBERS, AS WELL AS OTHER INDIVIDUALS AND ORGANIZATIONS IDENTIFIED BY THE COMMITTEE, AND CONDUCTED A LANDSCAPE REVIEW OF ORGANIZATIONS AND INDIVIDUALS CURRENTLY ACTIVE IN THE AGING SPACE. THE STEERING COMMITTEE MET ON DECEMBER 9, 2022, AT THE METTA FUND OFFICES IN SAN FRANCISCO, GGS SHARED INSIGHTS AND LEARNINGS THAT EMERGED FROM THEIR RESEARCH. THE FOUNDATION EXPECTS TO HOME IN ON 3-5 KEY DRIVERS LEADING THE WORK IN THE INITIATIVE'S SECOND PHASE WHEN GGS WILL ENGAGE POPULATIONS FROM HISTORICALLY MARGINALIZED COMMUNITIES. THE FOUNDATION WILL ENSURE THAT IT TAKES A PERSON-CENTERED AND EQUITABLE APPROACH TO IDENTIFYING AND PRIORITIZING ISSUES AND DESIGNING SOLUTIONS. FINALLY, THE FOUNDATION SOUGHT TO HAVE NATIONAL EXPERTS ENDORSE A CONSENSUS STATEMENT RECOMMENDING THE PERMANENCY OF KEY MEDICARE AND MEDICAID FLEXIBILITIES THAT ADVANCE PERSON-CENTERED CARE. IN 2022, THE FOUNDATION OVERSAW THE DEVELOPMENT OF A WORKING GROUP OF EXPERTS REPRESENTING INSURER, CONSUMER, AND PROVIDER PERSPECTIVES. THE FINAL ROADMAP WAS RELEASED WITH 100% OF WORKING GROUP MEMBERS ENDORSING THE PRODUCT. IN ADDITION, WE ORGANIZED A PRESENTATION OF THE ROADMAP TO SELECTED CONGRESSIONAL STAFF AND LED A PUBLIC, NATIONAL WEBINAR ON THE ROADMAP. THEMATIC GOAL 2: BUILD RESILIENCE AND CAPACITY. SUPPORT THE DEVELOPMENT, ACCELERATE THE TESTING AND DE-RISKING NEW PARTNERSHIPS, PRODUCTS AND SERVICES THAT SUPPORT OLDER ADULTS. OUR SECOND THEMATIC GOAL FOCUSES ON REFRAMING AND BROADENING THE DIALOGUE OF NEEDS OLDER ADULTS HAVE FROM WORRIES TO OPPORTUNITIES AND INVESTING IN THE INCUBATION, TESTING, AND LAUNCHING OF PRODUCTS AND SERVICES. THIS EFFORT WAS LED BY THE FOUNDATION'S SUBSIDIARY ORGANIZATION, ALIVE VENTURES (AV). THROUGH INVESTING IN ENTREPRENEURS EARLY IN THE DEVELOPMENT OF THEIR IDEAS, AV AIMED TO BECOME A LEADER IN THIS SPACE AND DRAW IN OTHER INVESTORS. IN 2022, A DECISION WAS MADE TO DISSOLVE AV AND CONSIDER ALTERNATIVE STRATEGIES TO FURTHER GOAL 2. THEMATIC GOAL 3: DRIVE RESPONSIVE FINANCING POLICIES SUPPORT AND ENCOURAGE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW. OUR THIRD THEMATIC GOAL ACKNOWLEDGES THAT THE VAST MAJORITY OF OLDER ADULTS WILL NEED SOME DAILY LIVING SUPPORT AS THEY AGE. THE LIKELIHOOD THAT ANY INDIVIDUAL MIGHT NEED LONG TERM SERVICES AND SUPPORTS (LTSS) IS QUITE VARIABLE, WITH APPROXIMATELY 20 PERCENT OF OLDER ADULTS NEVER REQUIRING SUPPORT WHILE A SLIGHTLY LOWER PERCENTAGE WILL NEED HIGH LEVELS OF CARE FOR FIVE OR MORE YEARS. THESE COSTS CAN BE QUITE SUBSTANTIAL, AND FOR MANY OLDER ADULTS LIVING ON FIXED INCOMES, THEY CAN EASILY OVERWHELM REMAINING SAVINGS AND OTHER AVAILABLE RESOURCES. COMPOUNDING THIS PROBLEM IS PEOPLE'S MISPERCEPTIONS ABOUT THE LIKELIHOOD OF NEEDING LTSS AS THEY AGE. AS A RESULT, THERE IS LITTLE DEMAND FOR AN ALTERNATIVE SOLUTION. THE LARGEST SOURCES OF SPENDING TODAY ARE PERSONAL/OUT OF POCKET, AND THEN MEDICAID. GOAL 3 SUCCESSES: FORGOTTEN MIDDLE: THE NATIONAL OPINION RESEARCH CENTER (NORC) AT THE UNIVERSITY OF CHICAGO FOUND NEARLY THREE-QUARTERS OF MIDDLE-INCOME OLDER ADULTS COINED THE "FORGOTTEN MIDDLE" MAY HAVE INSUFFICIENT RESOURCES TO PAY FOR LONG-TERM CARE AND HOUSING BY 2033 (HTTPS://WWW.NORC.ORG/RESEARCH/PROJECTS/PAGES/FORGOTTEN-MIDDLE-HOUSING-A ND-CARE-OPTIONS-FOR-MIDDLE-INCOME-SENIORS-IN-2033.ASPX). ACCORDING TO THE RESEARCH, THE NUMBER OF MIDDLE-INCOME OLDER ADULTS NATIONALLY WILL ALMOST DOUBLE OVER THE NEXT DECADE, AND THE POPULATION WILL BE MORE RACIALLY AND ETHNICALLY DIVERSE. BUILDING OFF OF THIS UPDATE, NORC WAS COMMISSIONED BY THE FOUNDATION TO UNDERTAKE AN ANALYSIS (HTTPS://WWW.NORC.ORG/PDFS/FORGOTTEN MIDDLE CA/NORC FORGOTTEN MIDDLE CA - FINDINGS.PDF) OF CALIFORNIA. THEY FOUND THAT IF WE EXCLUDE HOME EQUITY, NEARLY 90 PERCENT OF MIDDLE-INCOME OLDER ADULTS WILL STRUGGLE TO PAY FOR PRIVATE ASSISTED LIVING. BOTH REPORTS GARNERED AN IMPRESSIVE MEDIA RESPONSE. THE NATIONAL STUDY WAS FEATURED IN OVER 28 MEDIA PUBLICATIONS, E.G., THE WALL STREET JOURNAL, U.S. NEWS & WORLD REPORT, AND MCKNIGHTS SENIOR LIVING. ON NORC'S SITE, THE NATIONAL REPORT AMASSED NEARLY 3,000 PAGEVIEWS, WITH THE AVERAGE TIME SPENT ON THE PAGE AT MORE THAN THREE-AND-A-HALF MINUTES. THE CALIFORNIA-SPECIFIC STUDY ALSO CAUGHT THE ATTENTION OF POLICYMAKERS. AFTER THE CALIFORNIA WEBINAR (HTTPS://WWW.ITUP.ORG/EVENTS/ADDRESSING-THE-UNAFFORDABILITY-OF-HEALTH-AN D-LONG-TERM-CARE-FOR-CALIFORNIAS-MIDDLE-INCOME-OLDER-ADULTS/) COORDINATED BY THE FOUNDATION, WEST HEALTH, AND INSURE THE UNINSURED PROJECT, NORC PRESENTED THE FINDINGS TO CALIFORNIA'S DEPARTMENT OF HEALTH CARE SERVICES OFFICE OF MEDICARE INNOVATION AND INTEGRATION, AS WELL AS THE CALIFORNIA LEGISLATURE'S AGING CAUCUS. SUSTAINING FEDERAL/STATE FLEXIBILITIES: TO FURTHER POLICY ON HOW PUBLIC HEALTH EMERGENCY (PHE) FLEXIBILITIES COULD IMPROVE PERSON-CENTERED, EQUITABLE CARE DELIVERY AND ALIGN WITH MEDICARE-MEDICAID INTEGRATION THE FOUNDATION COMMISSIONED HEALTH MANAGEMENT ASSOCIATES AND MANATT HEALTH TO DEVELOP A PERSON-CENTERED ASSESSMENT FRAMEWORK AND POLICYMAKER PLAYBOOK (HTTPS://WWW.THESCANFOUNDATION.ORG/INITIATIVES/SUSTAINING-FLEXIBILITIES- IN-MEDICARE-AND-MEDICAID/). WITH A GRANT FROM THE FOUNDATION, THE ALLIANCE FOR HEALTH POLICY ASSEMBLED A BIPARTISAN WORKING GROUP FROM ACROSS THE HEALTH CARE ECOSYSTEM, INCLUDING THOSE WITH LIVED EXPERIENCE AND COMMUNITY PROVIDERS, TO PRODUCE CONSENSUS ON FLEXIBILITIES THAT COULD BE MADE PERMANENT, MODIFIED, OR USED FOR POTENTIAL FUTURE PHES. A ROADMAP ENDORSED BY THE GROUP IS ON TRACK FOR DECEMBER. PAYING FOR NONMEDICAL CARE: TO ADVANCE NONMEDICAL SUPPLEMENTAL BENEFITS IN MEDICARE ADVANTAGE (MA), ATI ADVISORY PROVIDED RECOMMENDATIONS (HTTPS://ATIADVISORY.COM/ADVANCING-NON-MEDICAL-SUPPLEMENTAL-BENEFITS-IN- MEDICARE-ADVANTAGE/) TO THE GUIDING PRINCIPLES LEADERSHIP CIRCLE, BETTER MEDICARE ALLIANCE, USAGING, AND THE ADMINISTRATION FOR COMMUNITY LIVING. ATI AND LONG-TERM QUALITY ALLIANCE ALSO SUBMITTED A RESPONSE (HTTPS://WWW.LTQA.ORG/HTTPS-WWW-LTQA-ORG-LTQA-ATI-MEDICARE-ADVANTAGE-RFI -RESPONSE-2022/) TO A CMS REQUEST FOR INFORMATION ON WAYS TO IMPROVE MA, AND BEGAN PREPARATION FOR CMS' 2023 DATA ON PLANS' SUPPLEMENTAL BENEFIT OFFERINGS (HTTPS://ATIADVISORY.COM/WP-CONTENT/UPLOADS/2022/10/CHARTBOOK-2023-EXPAN DED-PRIMARILY-HEALTH-RELATED-BENEFITS.PDF).
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	QUALITY MEASUREMENT: THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) JOINED WITH INDIVIDUALS AND FAMILIES, RESEARCH EXPERTS, AND CARE ORGANIZATIONS TO DEVELOP PERSON-CENTERED OUTCOME MEASURES (HTTPS://WWW.NCQA.ORG/HEDIS/REPORTS-AND-RESEARCH/PCO-MEASURES/). A JULY 2022 ARTICLE IN HEALTH AFFAIRS, COULD PERSON-CENTERED CARE BE THE SECRET TO ACHIEVING THE TRIPLE AIM? (HTTPS://WWW.HEALTHAFFAIRS.ORG/DO/10.1377/FOREFRONT.20220708.832806), HIGHLIGHTED HOW PERSON-CENTERED OUTCOME MEASURES COULD FACILITATE QUALITY MEASUREMENT FOR PERSON-CENTERED CARE. THE ARTICLE LINKED TO THE ORIGINAL PIECE (HTTPS://WWW.HEALTHAFFAIRS.ORG/DO/10.1377/FOREFRONT.20220609.309858) BY DR. SARITA MOHANTY, THE FOUNDATION'S PRESIDENT AND CEO, AND TERRY FULMER. IN THE FALL 2022, NCQA LAUNCHED TWO LEARNING COLLABORATIVES TO TEST THE NEW MEASURES IN SEVEN ORGANIZATIONS SERVING PRIMARY CARE/LTSS POPULATIONS AND 14 ORGANIZATIONS SERVING A BEHAVIORAL HEALTH POPULATION. ALSO, THE NATIONAL QUALITY FORUM INVITED THE FOUNDATION TO SERVE ON THE MEASURE APPLICATIONS PARTNERSHIP POST-ACUTE CARE/LONG-TERM CARE WORKGROUP (HTTPS://WWW.QUALITYFORUM.ORG/PROJECTDESCRIPTION.ASPX?PROJECTID=75370). IN PARTNERSHIP WITH CMS, THE WORKGROUP PROVIDES INPUT ON MEASURES UNDER CONSIDERATION BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. POLLING: WITH FOUNDATION FUNDING, NORC DEVELOPED AND DISSEMINATED THREE OMNIBUS POLLS: EQUITY AND AGING IN COMMUNITY IN SPRING: HTTPS://WWW.LONGTERMCAREPOLL.ORG/PROJECT/EQUITY-AND-AGING-IN-THE-COMMUNI TY/; AMERICANS' READINESS TO EMERGE FROM THE PANDEMIC AND CHANGES TO DAILY LIFE IN SUMMER: HTTPS://WWW.LONGTERMCAREPOLL.ORG/PROJECT/AMERICANS-READINESS-TO-EMERGE-F ROM-THE-PANDEMIC-AND-CHANGES-TO-DAILY-LIFE/; AND SUPPORT FOR GREATER GOVERNMENT ROLE IN HEALTH CARE FOR OLDER ADULTS IN FALL: HTTPS://WWW.LONGTERMCAREPOLL.ORG/PROJECT/SUPPORT-FOR-GREATER-GOVERNMENT- ROLE-IN-HEALTH-CARE-FOR-OLDER-ADULTS/. THE ASSOCIATED PRESS PUT OUT RELATED ARTICLES, SUCH AS AMERICANS GIVE HEALTH CARE SYSTEM FAILING MARK: AP-NORC POLL (HTTPS://APNEWS.COM/ARTICLE/COVID-HEALTH-MEDICATION-PRESCRIPTION-DRUG-CO STS-DRUGS-63B342945F9B6AB3CE0ED3920DEB935A). THE FALL POLL FOUND THAT 58 PERCENT OF BLACK ADULTS AND 56 PERCENT OF HISPANIC ADULTS ARE VERY OR EXTREMELY CONCERNED ABOUT HAVING ACCESS TO HIGH-QUALITY HEALTH CARE WHEN THEY NEED IT, COMPARED TO 44 PERCENT OF WHITE ADULTS. THE RELEASE QUOTED DR. MOHANTY (HTTPS://WWW.LONGTERMCAREPOLL.ORG/WP-CONTENT/UPLOADS/2022/09/APNORC-TSF- PRESS-RELEASE-SEPT.-2022-FINAL.PDF). SENATOR BERNIE SANDERS ALSO CITED THE FALL SURVEY ON THE SENATE FLOOR AND SUBMITTED IT TO THE (HTTPS://WWW.CONGRESS.GOV/CONGRESSIONAL-RECORD/VOLUME-168/ISSUE-147/SENA TE-SECTION/ARTICLE/S4553-1?Q=%7B%22SEARCH%22%3A%22NORC%22%7D&S=3&R=1). AGING PORTRAYALS IN ENTERTAINMENT: IN AUGUST 2022, THE FOUNDATION JUDGED 15 AGING-RELATED STORYLINES SUBMITTED TO 2022'S SENTINEL AWARDS. HOLLYWOOD, HEALTH & SOCIETY AND THE FOUNDATION SUPPORTED AND DISSEMINATED A RESEARCH STUDY CONDUCTED BY THE UNIVERSITY OF PITTSBURGH AND PUBLISHED IN THE JOURNAL OF HEALTH COMMUNICATION (HTTPS://UPMC-PRESS-RELEASE-DISTRIBUTION.NEWSWEAVER.COM/JY0G2LVEEH/55EYK Z9RPU388PVO6NA9OV?EMAIL=TRUE&LANG=EN&A=6&P=9778765&T=3123888) ABOUT THE IMPACT OF THE TELEVISION SERIES THIS IS US. THROUGH OUR GRANT, HH&S PRODUCED A SHORT CELEBRITY VIDEO (HTTPS://YOUTU.BE/3Z9KZER7MTI) STARRING NORMAN LEAR, GEORGE TAKEI, MARLA GIBBS, MIMI KENNEDY, GEORGE WALLACE, AND SARITA MOHANTY THAT ENCOURAGES VIEWERS TO RETHINK AGING, AS WELL AS FOR WRITERS TO INCLUDE OLDER CHARACTERS IN THEIR STORYLINES. VIDEO VIEWS AT THE TIME OF REPORTING WERE 584,672. DIVERSITY, EQUITY AND INCLUSION GOAL DEVELOP AND BEGIN IMPLEMENTING A COMPREHENSIVE DIVERSITY, EQUITY, AND INCLUSION (DEI) STRATEGY FOR THE FOUNDATION'S INVESTMENT AND GRANT OPERATIONS. RECENT EVENTS SHOWED HOW SOCIETAL INEQUITIES STILL EXIST AND MAY BE INADVERTENTLY PERPETUATED BY PHILANTHROPIC POLICIES AND PRACTICES. DEI GOAL SUCCESSES: DURING 2022 A COMPREHENSIVE DEI FRAMEWORK AND RELATED POLICY FOR INVESTMENTS AND PROGRAMMATIC OPERATIONS WERE DEVELOPED AND IMPLEMENTED. THE FRAMEWORK INCLUDED APPLICATION OF DEI TO ALL ASPECTS OF INTERNAL AND EXTERNAL OPERATIONS, A REVISED DEI STATEMENT AND A DEI GLOSSARY. THE FOUNDATION'S BOARD APPROVED THE FRAMEWORK IN OCTOBER 2022 AND THE APPROVED DEI STATEMENT WAS POSTED TO THE FOUNDATION'S WEBSITE IN DECEMBER 2022. IN ADDITION, DEI STRATEGIES ARE BEING IMPLEMENTED IN GRANTMAKING PRACTICES AND ARE A KEY COMPONENT OF AN UPDATED IMPACT INVESTMENT STRATEGY.
FORM 990, PART VI, SECTION A, LINE 4	THE SCAN FOUNDATION AMENDED ITS BYLAWS IN 2022 TO PROVIDE FOR ADVISORY COUNCILS, UPDATE LANGUAGE RE EMERGENCY PROVISIONS TO CONFORM TO CHANGES IN CALIFORNIA LAW, AND TO PROVIDE THAT THE MEMBERSHIP OF THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS CONSIST OF THE BOARD CHAIR, CHAIRS OF THE EACH OF THE FOUR STANDING COMMITTEES (AUDIT, FINANCE, COMPENSATION AND GOVERNANCE) AND THE CEO.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY DELOITTE TAX, WORKING IN CONJUNCTION WITH THE SCAN FOUNDATION EXECUTIVE TEAM AND FINANCE/OPERATIONS LEADERSHIP. THE SCAN FOUNDATION'S SR DIRECTOR OF OPERATIONS HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT OF INNOVATION AND INVESTMENTS AND THE PRESIDENT/CEO OF THE FOUNDATION. 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 FOUNDATION'S GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 AND ENSURES ACCURACY OF DESCRIPTIONS AND THAT DISCLOSURE IS COMPLETE. THE DRAFT FORM 990 IS REVIEWED IN PERTINENT PART BY THE COMPENSATION COMMITTEE OF THE BOARD, AND THE FORM 990 IS REVIEWED IN ITS ENTIRETY AND ACCEPTED FOR FILING BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION. ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 AFTER IT IS PREPARED FOR FILING, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE SCAN FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND ALL MEMBERS OF THE STAFF MUST COMPLETE AND SIGN. THE FOUNDATION'S GENERAL COUNSEL ASSISTS IN MONITORING THE CONFLICTS OF INTEREST QUESTIONNAIRE, AND ADVISES REGRADING ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (CEO) OF THE SCAN FOUNDATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE COMPENSATION OF THE PRESIDENT & 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 ORGANIZATION 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 PRESIDENT & 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 THE SCAN FOUNDATION BASED UPON CERTAIN INDUSTRY STANDARD METRICS. THE COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE PRESIDENT & 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 SUCH DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION REGARDING THE COMPENSATION PACKAGE FOR THE CEO FOR THE FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF THE SCAN FOUNDATION DELIBERATES ON AND THEN VOTES ON SUCH RECOMMENDATION; THE PRESIDENT & CHIEF EXECUTIVE OFFICER 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 DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2022 SALARY PACKAGE WAS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES OF THE SCAN FOUNDATION IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT, THE CHIEF EXECUTIVE OFFICER AND THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL OF THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT PERSONS. IN DETERMINING EACH 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 NON-PROFIT ORGANIZATION 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 AND COMPENSATION COMMITTEE EVERY YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF SUCH EMPLOYEES' 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 THAT ARE CONSIDERED COMPARABLE TO THE SCAN FOUNDATION BASED ON VARIOUS METRICS. THE PRESIDENT & CEO MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH OF SUCH EMPLOYEES' 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 SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES (1) 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 DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE DECISIONS OF THE COMPENSATION COMMITTEE ARE REPORTED TO THE FULL BOARD OF DIRECTORS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2022 SALARY PACKAGE WAS SULLIVAN COTTER.
FORM 990, PART VI, SECTION C, LINE 19	THE SCAN FOUNDATION GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE SCAN FOUNDATION MAKES ITS FORM 990, WHICH CONTAINS FINANCIAL INFORMATION, AVAILABLE FOR PUBLIC INSPECTION. THE SCAN FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE FOR PUBLIC INSPECTION.
PART X, LINE 13, INVESTMENTS, PROGRAM RELATED:	INVESTMENTS PROGRAM RELATED INCLUDE BOTH MISSION IMPACT INVESTMENTS ("MIIS") AND PROGRAM INVESTMENTS ("PIS") MISSION IMPACT INVESTMENTS ARE PART OF THE FOUNDATION'S PORTFOLIO OF PROGRAM ACTIVITIES, IN ADDITION TO GRANT MAKING AND PROGRAM EXPENSES, WITH THE PRIMARY PURPOSE TO ADVANCE THE FOUNDATION'S MISSION. MIIS ARE INVESTMENTS IN SECURITIES OF COMPANIES THAT OFF PRODUCTS OR SERVICES THAT FURTHER THE FOUNDATION'S MISSION WHILE OFFERING A REASONABLE RATE OF RETURN COMMENSURATE WITH THE RISK ASSOCIATED WITH THE INVESTMENT. WHILE OBTAINING A MARKET RATE OF RETURN IS A SIGNIFICANT OBJECTIVE, IT IS NOT THE PRIMARY OBJECTIVE. THESE EQUITY INVESTMENTS ARE RECORDED AT COST AND SEPARATELY FROM THE FOUNDATION'S PRIMARY INVESTMENTS PORTFOLIO. PROGRAM INVESTMENTS ARE MADE IN ADDITION TO TRADITIONAL GRANTS AND EXTERNAL PROGRAM EXPENSES.
FORM 990, PART XI, LINE 9:	UNEXPENDED GRANTS 54,402.
FORM 990, PART XI, LINE 9	UNEXPENDED PORTIONS OF GRANTS: THE SCAN FOUNDATION KEEPS TRACK OF ITS GRANTEE'S SPENDING TO ENSURE THAT THE DOLLARS ARE SPENT TOWARDS THE INTENDED GRANT PURPOSES. IF A PROJECT SPENDS LESS THAN THE INITIAL GRANT AMOUNT, THE SCAN FOUNDATION WRITES OFF THE REMAINING AMOUNT OR THE UNSPENT FUNDS ARE REFUNDED TO THE SCAN FOUNDATION.

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
SCAN HEALTH PLAN
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	953858259	MEDICARE ADVANTAGE	CA	501(C)(3)	10		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
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
HEALTHCARE IN ACTION INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	871858798	MEDICARE ADVANTAGE	CA	501(C)(3)	10		Yes (1)	SCAN GROUP

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	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Share Of Total IncomeShareOfTotalIncomeAmt	OwnershipOwnershipPct
SCAN HEALTHCHECK ASSESSMENT CENTERS INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	462962358	HEALTHCARE	CA	N/A	C	Yes (1)
ALIVE VENTURES INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	852381694	VENTURE STUDIO	CA		C	Yes (1)	THE SCAN FOUNDATION	-$443,341	1.00000
HEALTHCARE IN ACTION MEDICAL GROUP
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	871942811	HEALTHCARE	CA	N/A	C	Yes (1)
PROSPER SERVICES LLC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	872979343	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)
WELCOME HEALTH INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	863730275	HEALTHCARE	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)
PREVENT TRG HOLDINGS INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	880965994	HEALTHCARE	CA	N/A	C	Yes (1)
THE RESIDENTIALIST GROUP INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	330969912	HEALTHCARE	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)
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)

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	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	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	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SCAN GROUP
P	$256,161	BOOK VALUE
ALIVE VENTURES INC
B	$1,550,000	CASH
SCAN HEALTH PLAN
P	$123,465	BOOK VALUE
ALIVE VENTURES INC
S	$51,786	CASH

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 2	FormAndLineReferenceDesc
Explanation	ACTUAL AMOUNTS PAID ON BEHALF OF THE ORGANIZATION WERE REIMBURSED WHEN POSSIBLE. FOR SG&A OVERHEAD, THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, OR THE PERCENTAGE OF HEADCOUNTS, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE.	ExplanationTxt