THE SCAN FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: THE SCAN FOUNDATION (EIN 45-0552845)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-10
IRS object ID: 202203149349300105
Schema version: 2021v4.2
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	2022-11-10T05:11:29-06:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	PRESIDENT & CEO	PersonTitleTxt
Phone	5623082858	PhoneNum
Signature	2022-11-10	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

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	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	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	$113,769,187	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.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	14	TotalEmployeeCnt
Total Volunteers	2	TotalVolunteersCnt
Total Gross UBI	-$207,721	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$375,000	PYContributionsGrantsAmt
CY Contributions Grants	$470,000	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$11,357,897	PYInvestmentIncomeAmt
CY Investment Income	$40,906,763	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$11,732,897	PYTotalRevenueAmt
CY Total Revenue	$41,376,763	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,237,340	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,200,388	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,439,430	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,187,717	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,397,981	PYOtherExpensesAmt
CY Other Expenses	$2,323,510	CYOtherExpensesAmt
PY Total Expenses	$11,074,751	PYTotalExpensesAmt
CY Total Expenses	$10,711,615	CYTotalExpensesAmt
PY Revenues Less Expenses	$658,146	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$30,665,148	CYRevenuesLessExpensesAmt
Total Assets BOY	$251,069,671	TotalAssetsBOYAmt
Total Assets EOY	$297,722,118	TotalAssetsEOYAmt
Total Liabilities BOY	$3,803,957	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,501,525	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$247,265,714	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$293,220,593	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	0	SignificantChangeInd
Expense	$8,417,822	ExpenseAmt
Grant	$5,200,388	GrantAmt
Desc	IN OCTOBER 2018, THE BOARD APPROVED THE NEW STRATEGIC FRAMEWORK FOR 2019-2023. IN THIS REFRESHED FRAMEWORK, THE FORMER THEMATIC GOAL 1: MEDICARE-MEDICAID INTEGRATION, AND GOAL 2: PERSON-CENTERED CARE, WERE COMBINED INTO THE CURRENT GOAL 1. A NEW GOAL 2 WAS ADDED, AND GOAL 3 REMAINED LARGELY THE SAME, WITH UPDATED OBJECTIVE UNDERLYING IT:(1) ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT & RECEIVE.(2) BUILD RESILIENCE & CAPACITY IN OLDER ADULTS, FAMILIES, & COMMUNITIES.(3) DRIVE RESPONSIVE FEDERAL & STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY & TOMORROW.AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS TO A LARGE EXTENT FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. DURING 2021, THE FOUNDATION DISBURSED $4,563,317 CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2021: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 RECEIVE REGARDLESS 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 IN ORDER 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 MARSHALLED 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. IN 2021, WE LAUNCHED A PARTNERSHIP WITH THE DEPARTMENT OF HEALTH CARE SERVICES (DHCS) AND THREE GRANTEES (ATI ADVISORY, THE CENTER FOR HEALTH CARE STRATEGIES, AND NORC AT THE UNIVERSITY OF CHICAGO) TO SUPPORT THE LAUNCH OF THE OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII). THE OFFICE WILL INFORM THE STATE'S LEADERSHIP IN MEDICARE THROUGH PERSON-LEVEL, POLICY-LEVEL, AND PROGRAM-LEVEL DATA ANALYTICS. THE GRANTEES BEGAN WORK TO DEFINE THE DEMOGRAPHICS OF CALIFORNIA'S MEDICARE POPULATION AND DESCRIBE THE RANGE OF MEDICARE DELIVERY SYSTEM MODELS.DURING THE YEAR, EFFORTS TOWARD SCALING CALIFORNIA'S PERSON-CENTERED CARE MODELS CONTINUED. WORK WE OVERSAW SOUGHT TO: UNDERSTAND THE NEEDS OF MEDICAID MANAGED CARE ORGANIZATIONS AS THEY MOVED TO BECOME D-SNPS; BETTER UNDERSTAND THE RISK RELATIONSHIPS OF PROVIDERS; DEVELOP CERTIFICATION BASED ON CORE COMPETENCIES FOR PROVIDERS DELIVERING CARE; AND ENGAGE THE HEALTH CARE SECTOR TO CONSIDER CO-DESIGN. NATIONALLY, OUR WORK WITH THE SEVEN FOUNDATION (7F) COLLABORATIVE CO-FUNDED PROJECTS WITH THE DUKE-MARGOLIS CENTER FOR HEALTH POLICY TO GENERATE IMPLEMENTATION GUIDANCE AND POLICY RECOMMENDATIONS ON PAYMENT AND REIMBURSEMENT STRATEGIES FOR EXPANDING AND SUSTAINING THE DELIVERY OF HOME-BASED CARE OVER THE LONG TERM; AND WITH THE CONVERGENCE CENTER FOR POLICY RESOLUTION TO IDENTIFY POLICY/PRACTICE BREAKTHROUGHS TO ADVANCE REFORM AMONG CONSTITUENCIES WITH DIFFERENT VISIONS OF CARE SETTINGS FOR OLDER ADULTS. FOLLOWING THE RELEASE OF THE THIRD LONG-TERM SERVICES AND SUPPORTS (LTSS) STATE SCORECARD LAST YEAR, AARP ELICITED FEEDBACK THIS YEAR TO BETTER UNDERSTAND HOW TO EVOLVE THE SCORECARD POST-COVID-19. THE NATIONAL CONFERENCE OF STATE LEGISLATURES ALSO ENGAGED LEGISLATURES ABOUT HOW TO USE THE SCORECARD.ONE IMPORTANT LEARNING FROM OUR LTSS STATE SCORECARD EFFORTS OVER THE YEARS, IS THAT THOSE STATES WHO RANK HIGHEST HAVE A MASTER PLAN OR "BLUEPRINT FOR AGING" IN PLACE. CALIFORNIA LAUNCHED ITS MASTER PLAN FOR AGING (MASTER PLAN) IN JANUARY 2021, OUTLINING FIVE BOLD GOALS AND 23 STRATEGIES TO BUILD A CALIFORNIA FOR ALL AGES BY 2030. WE SUPPORTED THE STATE IN ITS FIRST YEAR OF MASTER PLAN IMPLEMENTATION, CONTINUING TO SERVE AS THE FUNDING HUB FOR THE PHILANTHROPIC COLLABORATIVE AND, THUS, SUPPORTING EXPERT POLICY AND COMMUNICATION CONSULTANTS. OUR MAY 2021 VOTER POLLING CONFIRMED THAT THE GOVERNOR AND ELECTED LEADERS SHOULD CONTINUE TO PRIORITIZE AND INVEST IN THE MASTER PLAN; A FOLLOW-ON POLICY BRIEFING ENGAGED LEGISLATORS AND STAKEHOLDERS WITH THE FINDINGS. WE WERE PLEASED IN JULY WHEN THE STATE'S ENACTED BUDGET INCLUDED HISTORIC INVESTMENTS FOR OLDER ADULTS AND FAMILY CAREGIVERS, AS WELL AS A $4.6 BILLION HOME AND COMMUNITY-BASED SPENDING PLAN USING FEDERAL AMERICAN RESCUE PLAN ACT (ARPA) FUNDS. THE FOUNDATION'S DIRECTOR OF POLICY AND ADVOCACY WAS NAMED TO SERVE ON THE DISABILITY AND AGING COMMUNITY LIVING ADVISORY COUNCIL, WHICH IS THE POLICY ARM OF MASTER PLAN IMPLEMENTATION FOCUSING ON LTSS, HOUSING, TRANSPORTATION, EMPLOYMENT, AND OTHER ISSUES. WE ALSO HERALDED THE OCTOBER APPOINTMENTS OF THE FIRST SENIOR ADVISOR ON AGING, DISABILITY, AND ALZHEIMER'S AND THE REPLACEMENT DIRECTOR OF THE DEPARTMENT OF AGING. THESE POSITIONS WILL BE PIVOTAL FOR THE MASTER PLAN'S SUCCESS. FINALLY, WE CONVENED PHILANTHROPIC PARTNERS TO DISCUSS THE INTERSECTION OF AGING WITH OTHER PRESSING POLICY ISSUES. THIS CONVENING SERVED AS A STARTING POINT FOR ENGAGEMENT FROM NEW PHILANTHROPIC PARTNERS TO INVEST IN MASTER PLAN IMPLEMENTATION. IN TERMS OF MASTER PLAN EFFORTS IN OTHER STATES, THROUGH OUR PROJECT WITH THE CENTER FOR HEALTH CARE STRATEGIES, A LETTER OF INTEREST (LOI) WAS DEVELOPED TO GAUGE STATES' INTEREST IN PARTICIPATING IN THE COLLABORATIVE TO DEVELOP THEIR OWN MASTER PLANS. KEY EDUCATION ACTIVITIES INCLUDED DISSEMINATION OF A GETTING STARTED TOOLKIT, THE NATIONAL CONFERENCE OF STATE LEGISLATURES' ARTICLE AND PODCAST, AND FOUNDATION-PROVIDED TECHNICAL ASSISTANCE TO NEW YORK STATE. AS A RESOURCE TO OTHER STATES, WE UPDATED OUR "BUILDING A MASTER PLAN FOR AGING: KEY ELEMENTS FROM STATES PLANNING FOR AN AGING POPULATION" PUBLICATION IN OCTOBER. OUR EFFORTS WITH THE 7F COLLABORATIVE ALSO SUPPORTED PROVIDING TECHNICAL ASSISTANCE TO SIX STATES (GEORGIA, KENTUCKY, LOUISIANA, MINNESOTA, NEVADA, AND WYOMING) AND THE DISTRICT OF COLUMBIA ON THEIR ARPA HCBS SPENDING PLANS. WE CONTINUED OUR SUPPORT OF 21 REGIONAL AGING AND DISABILITY COALITIONS THROUGHOUT THE STATE THE REGIONAL COALITIONS WHO WORK ON THEIR LOCAL LEVELS TO COORDINATE AND IMPROVE THE SERVICE DELIVERY SYSTEM. DURING 2021, THE REGIONAL COALITIONS ORGANIZED 23 EVENTS ACROSS THE STATE TO RAISE AWARENESS ABOUT THE ELEMENTS OF THE MASTER PLAN FOR AGING AND TO PREPARE AND ACTIVATE LOCAL RESOURCES TO EXPEDITE IMPLEMENTATION STRATEGIES WITH COMMUNITY PARTNERS. MORE THAN 2,760 PEOPLE ATTENDED THESE EVENTS, INCLUDING 28 STATE LEGISLATORS, 26 COUNTY BOARD OF SUPERVISORS, THREE MAYORS, AND EIGHT CITY COUNCIL MEMBERS.LIKEWISE, WE SUPPORTED THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE, MADE UP OF STATEWIDE AGING AND DISABILITY ORGANIZATIONS, TO EXCHANGE IDEAS AND SERVE AS EXPERT RESOURCE TO THE ADMINISTRATION, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AND THE CALIFORNIA LEGISLATURE. IN 2021, THE SACRAMENTO-BASED CALIFORNIA COLLABORATIVE ACHIEVED 501C3 STATUS AND HIRED ITS FIRST EXECUTIVE DIRECTOR. IT SUCCESSFULLY ADVOCATED FOR A $4 MILLION BUDGET ASK FOCUSED ON DATA TRANSPARENCY IN HOME-AND COMMUNITY-BASED SPENDING. THE COLLABORATIVE DEVELOPED SPECIFIC RECOMMENDATIONS TO DHCS FOR ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORTS IN CALAIM. IN RESPONSE, DHCS INVITED THE COLLABORATIVE TO JOIN A DESIGN GROUP DEVELOPING POLICIES FOR INDIVIDUALS AT-RISK OF INSTITUTIONALIZATION AND NURSING FACILITY RESIDENTS FACING TRANSITIONS.	Desc
Total Program Service Expenses	$8,417,822	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	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	14	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	ERIC THAI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5623082889	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 (20 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 MOHANTY
PRESIDENT/CEO	40.00	0.00	Yes (X)	Yes (X)	$583,871	$0	$80,670
LINDA ROSENSTOCK
DIRECTOR	2.80	8.30	Yes (X)		$35,000	$127,000	$0
JENNIE CHIN HANSEN
CHAIRPERSON	4.35	5.50	Yes (X)	Yes (X)	$47,000	$95,000	$0
CHERYL PHILLIPS
DIRECTOR	3.10	5.50	Yes (X)		$37,500	$95,000	$0
FRANCESCA RUIZ DE LUZURIAGA
DIRECTOR	2.80	6.02	Yes (X)		$35,000	$95,000	$0
COLLEEN CAIN
DIRECTOR	3.10	5.80	Yes (X)		$37,500	$87,000	$0
CAROL RAPHAEL
DIRECTOR	3.10	0.52	Yes (X)		$37,500	$0	$0
MELANIE BELLA
DIRECTOR	3.10	0.00	Yes (X)		$37,500	$0	$0
ANNA MARIA CHAVEZ
DIRECTOR	2.80	0.00	Yes (X)		$35,000	$0	$0
BRANDON JONES
DIRECTOR (BEG. 1/1)	2.80	5.80	Yes (X)		$35,000	$87,000	$0
MARGARITA QUIHUIS
DIRECTOR	2.80	0.52	Yes (X)		$35,000	$0	$0
RENE SEIDEL
SECRETARY/TREASURER	40.00	0.00		Yes (X)	$324,802	$0	$33,565
GRETCHEN ALKEMA
VP POLICY & COMMUNICATIONS	40.00	0.00			$311,439	$0	$39,347	Yes (X)
ERIN WESTPHAL
PROGRAM OFFICER	40.00	0.00			$171,896	$0	$36,624		Yes (X)
ERIC THAI
DIRECTOR OF FINANCE	40.00	0.00			$161,038	$0	$31,349		Yes (X)
SARAH STEENHAUSEN
DIRECTOR OF POLICY	40.00	0.00			$158,717	$0	$12,085		Yes (X)
KALI PETERSON
PROGRAM OFFICER	40.00	0.00			$151,802	$0	$11,275		Yes (X)
MARI NICHOLSON
DIRECTOR OF COMMUNICATIONS	40.00	0.00			$106,940	$0	$23,659		Yes (X)
BRUCE CHERNOF
FORMER PRESIDENT/CEO	0.00	0.00			$287,793	$0	$215			Yes (X)
JOHN ZAPOLSKI
FORMER VP INNOVATIONS	0.00	40.00			$22,387	$285,455	$10,063			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,652,685	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$871,455	TotReportableCompRltdOrgAmt
Total Other Compensation	$278,852	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 (3 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	$149,994
THE NORTHERN TRUST
50 S LASALLE STREET	CHICAGO	IL	60603	CUSTODIAN BANK	$123,874
EAGLE ASSET MANAGEMENT
880 CARILLON PARKWAY	ST PETERSBURG	FL	33716	INVESTMENT MANAGEMENT	$109,316

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$470,000	AllOtherContributionsAmt
Total Contributions	$470,000	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,544,893	TotalRevenueColumnAmt
Unrelated Business Revenue	-$207,721	UnrelatedBusinessRevenueAmt
Exclusion	$3,752,614	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$109,754,294	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$72,392,424	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$37,361,870	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$37,361,870	TotalRevenueColumnAmt
Exclusion	$37,361,870	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,376,763	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$207,721	UnrelatedBusinessRevenueAmt
Exclusion	$41,114,484	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,036,943	TotalAmt
Program Services	$5,036,943	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$163,445	TotalAmt
Program Services	$163,445	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,304,319	TotalAmt
Program Services	$949,808	ProgramServicesAmt
Management And General	$354,511	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$310,180	TotalAmt
Program Services	$225,874	ProgramServicesAmt
Management And General	$84,306	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,234,572	TotalAmt
Program Services	$989,854	ProgramServicesAmt
Management And General	$244,718	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$141,609	TotalAmt
Program Services	$115,866	ProgramServicesAmt
Management And General	$25,743	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$69,357	TotalAmt
Program Services	$56,251	ProgramServicesAmt
Management And General	$13,106	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$127,680	TotalAmt
Program Services	$102,143	ProgramServicesAmt
Management And General	$25,537	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$256,497	TotalAmt
Management And General	$256,497	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$176,700	TotalAmt
Management And General	$176,700	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$116,538	TotalAmt
Management And General	$116,538	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$695,490	TotalAmt
Management And General	$695,490	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$417,978	TotalAmt
Program Services	$223,108	ProgramServicesAmt
Management And General	$194,870	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,594	TotalAmt
Program Services	$1,482	ProgramServicesAmt
Management And General	$112	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$85,360	TotalAmt
Program Services	$82,972	ProgramServicesAmt
Management And General	$2,388	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$174,450	TotalAmt
Program Services	$139,560	ProgramServicesAmt
Management And General	$34,890	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$37,104	TotalAmt
Program Services	$27,140	ProgramServicesAmt
Management And General	$9,964	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$326,143	TotalAmt
Program Services	$274,004	ProgramServicesAmt
Management And General	$52,139	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,946	TotalAmt
Program Services	$20,757	ProgramServicesAmt
Management And General	$5,189	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SUBSCRIPTIONS & MEMBERS	$8,915	$8,615	$300
TAXES	$795		$795

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,711,615	TotalAmt
Program Services	$8,417,822	ProgramServicesAmt
Management And General	$2,293,793	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	$816,853	BOYAmt
EOY	$621,543	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$3,140,286	BOYAmt
EOY	$6,792,841	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$273,764	BOYAmt
EOY	$283,233	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$11,347	BOYAmt
EOY	$9,762	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$959,946	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$883,843	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$102,049	BOYAmt
EOY	$76,103	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$191,206,178	BOYAmt
EOY	$198,476,678	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$53,475,124	BOYAmt
EOY	$87,417,888	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,025,998	BOYAmt
EOY	$4,025,998	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	$251,069,671	BOYAmt
EOY	$297,722,118	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,033,488	BOYAmt
EOY	$963,154	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,626,833	BOYAmt
EOY	$2,481,355	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,143,636	BOYAmt
EOY	$1,057,016	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,803,957	BOYAmt
EOY	$4,501,525	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	$247,265,714	BOYAmt
EOY	$293,220,593	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	$247,265,714	BOYAmt
EOY	$293,220,593	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$251,069,671	BOYAmt
EOY	$297,722,118	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$30,665,148	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$15,245,271	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$44,460	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.	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	$753,292	DepreciationAmt
Book Value	$74,500	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$34,770	OtherCostOrOtherBasisAmt
Depreciation	$33,167	DepreciationAmt
Book Value	$1,603	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$97,384	OtherCostOrOtherBasisAmt
Depreciation	$97,384	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$76,103	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	PRIVATE EQUITY	Desc
Book Value	$87,417,888	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$87,417,888	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED COMPENSATION	Desc
Amt	$1,057,016	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,057,016	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, 2021 AND 2020, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA AND THE CARIBBEAN	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConductedTxt
Region Total Expenditures	$31,976,046	RegionTotalExpendituresAmt

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	$31,976,046	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$31,976,046	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:
SCHEDULE F, PART I	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 (62 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)	$180,988	$0	REFLECTION ON THE LTSS SCORECARD AND DEVELOP A REDESIGN FOR FUTURE ITERATIONS
ADVANCING STATES INC
241 18TH ST S SUITE 403	ARLINGTON	VA	22202	396095459	501(C)(3)	$75,000	$0	SUPPORT STATES IN THE DESIGN OF HOME AND COMMUNITY BASED SERVICES
AGEWELL FRESNO
1175 SHAW AVE 104 245	CLOVIS	CA	93612	268864464		$12,732	$0	DEVELOP THE MASTER PLAN FOR AGING FOR POPULATIONS WITH COMPLEX NEEDS
ALLIANCE FOR HEALTH POLICY
PO BOX 56518	WASHINGTON	DC	20040	521746328		$118,796	$0	EXPLORE NEW FEDERAL AND STATE GOVERNMENT FLEXIBILITIES FOR STATE MEDICAID
ANNE TUMLINSON INNOVATIONS LLC
1627 EYE STREET NW SUITE 835	WASHINGTON	DC	20006	465466993		$263,922	$0	ENSURE THE SSBCI MARKET EVOLVES WITH CONTINUOUS LEARNING AND IMPROVEMENT
ATI ADVISORY
627 EYE STREET	WASHINGTON	DC	20006	465466993		$70,735	$0	STRATEGIC DATA ANALYTICS AND POLICY SUPPORT TO DHCS IN ESTABLISHING THE NEW OMII
AVALERE HEALTH LLC
1201 NEW YORK AVENUE NW SUITE 1000	WASHINGTON	DC	20005	522220787		$15,000	$0	EVALUATE THE USE OF MA EVIDENCE-BASED CARE MODELS FOR COMPLEX CARE NEEDS
BIPARTISAN POLICY CENTER
1225 EYE STREET NW SUITE 1000	WASHINGTON	DC	200053914	731628382	501(C)(3)	$58,440	$0	SYNTHESIZE FEDERAL POLICY RECOMMENDATIONS TO IMPROVE CARE FOR COMPLEX CARE NEEDS
CALIFORNIA ASSOCIATION OF HEALTH PLANS
1415 L STREET SUITE 850	SACRAMENTO	CA	95814	953825285	501(C)(6)	$13,977	$0	MEETINGS OF CALIFORNIA HEALTH PLANS IN THE COORDINATED CARE INITIATIVE
CALIFORNIA ASSOCIATION OF HEALTH PLANS
1415 L STREET SUITE 850	SACRAMENTO	CA	95814	953825285	501(C)(6)	$75,000	$0	MEDICAID MANAGED CARE PLANS LEARNING COLLABORATIVE TO ADVANCE DUALS INTEGRATION
CAMDEN COALITION OF HEALTHCARE PROVIDERS
800 COOPER STREET SUITE 700	CAMDEN	NJ	08102	320332843	501(C)(3)	$75,000	$0	PRODUCE AND DISSEMINATE A TOOLKIT TO SUPPORT COMPLEX CARE PROGRAMS AND ESTABLISH CERTIFICATION
CAMDEN COALITION OF HEALTHCARE PROVIDERS
800 COOPER STREET SUITE 700	CAMDEN	NJ	08102	320332843	501(C)(3)	$35,000	$0	DEVELOP A SET OF CORE MESSAGES ON COMPLEX CARE
CAMDEN COALITION OF HEALTHCARE PROVIDERS
800 COOPER STREET SUITE 700	CAMDEN	NJ	08102	320332843	501(C)(3)	$250,000	$0	SUPPORT THE DEVELOPMENT OF TRAINING AND CERTIFICATE IN COMPLEX CARE
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$30,946	$0	SURVEY 15 STATES ABOUT THEIR CURRENT EFFORTS AND INTEREST IN A MASTER PLAN FOR AGING
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$49,557	$0	SUPPORT THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$41,067	$0	DEVELOP A TOOLKIT TO ASSIST STATES IN DEVELOPING A MASTER PLAN FOR AGING
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$149,881	$0	STRATEGIC POLICY AND PROGRAM SUPPORT TO DHCS IN ESTABLISHING THE NEW OMII
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$74,920	$0	SUPPORT A MULTI-STATE EFFORT FOR DEVELOPMENT AND ADOPTION OF MASTER PLANS FOR AGING
CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119	HAMILTON	NJ	086192320	223375015	501(C)(3)	$199,962	$0	SUPPORT STATES IN DEVELOPING MEDICARE EXPERTISE FOR MEDICAID INTEGRATION
CHAPMAN CONSULTING LLC
1133 LOS ROBLES ST	DAVIS	CA	95618	823820031		$22,650	$0	ASSESS THE NEEDS OF MEDICAID PLANS IN CALIFORNIA IN ADVANCE OF THE TRANSITION TO CALAIM
CHAPMAN CONSULTING LLC
1133 LOS ROBLES ST	DAVIS	CA	95618	823820031		$17,637	$0	ASSESS THE NEEDS OF MEDICAID PLANS IN CALIFORNIA IN ADVANCE OF THE TRANSITION TO CALAIM
COLLABORATIVE CONSULTING INC
521 BROWNING STREET	MILL VALLEY	CA	94941	364790880		$19,410	$0	EVALUATE COMMUNITY-BASED ORGANIZATIONS CONTRACTING WITH HEALTH CARE ENTITIES
COMMUNITY ACCESS CENTER
6848 MAGNOLIA AVENUE	RIVERSIDE	CA	92506	330663807	501(C)(3)	$52,806	$0	SUPPORT THE DEVELOPMENT OF LOCAL MASTER PLANS FOR AGING IN RURAL COMMUNITIES IN CA
CONVERGENCE CENTER FOR POLICY RESOLUTION
1133 19TH STREET NW	WASHINGTON	DC	20036	320280279	501(C)(3)	$75,000	$0	SUPPORTING STRUCTURAL CHANGE AMONG CONSTITUENCIES WITH DIFFERENT VISIONS OF CARE
DISABILITY ACTION CENTER
1161 EAST AVE	CHICO	CA	959261018	942735218	501(C)(3)	$55,000	$0	SUPPORT THE DEVELOPMENT OF LOCAL MASTER PLANS FOR AGING IN RURAL COMMUNITIES IN CA
DUKE UNIVERSITY
DUKE UNIVERSITY OFFICE OF THE	DURHAM	NC	27708	560532129	501(C)(3)	$35,000	$0	ANALYSIS OF VALUE BASED PURCHASING ARRANGEMENTS AND THEIR POTENTIAL TO SUPPORT HOME BASED CARE	PRESIDENT 207 ALLEN BUILDING BOX 90
GANETTUSA TODAY
1633 BROADWAY	NEW YORK	NY	10019	472390983		$15,000	$0	AMPLIFY AGING AND LONG-TERM CARE ISSUES, INCLUDING COVID-19, THROUGH NEWS ARTICLES
GRANTMAKERS IN AGING
C/O CLIFTONLARSONALLEN LLP	ARLINGTON	VA	22203	134014982	501(C)(3)	$17,500	$0	SUPPORT A ON MEDICARE AND MEDICAID FLEXIBILITIES AS A RESULT OF THE COVID-19 PANDEMIC
GRANTMAKERS IN AGING
C/O CLIFTONLARSONALLEN LLP	ARLINGTON	VA	22203	134014982	501(C)(3)	$8,000	$0	ANNUAL MEMBERSHIP WITH GRANTMAKERS IN AGING.
HEALTH MANAGEMENT ASSOCIATES INC
120 N WASHINGTON SQUARE SUITE 705	LANSING	MI	48933	382599727		$44,000	$0	TRACK AND ANALYZE CHANGES TO MEDICARE POLICY AS A RESULT OF COVID-19
HEALTH MANAGEMENT ASSOCIATES INC
120 N WASHINGTON SQUARE SUITE 705	LANSING	MI	48933	382599727		$125,148	$0	EVALUATE MEDICARE AND MEDICAID COVID-19 FLEXIBILITIES AND OUTLINE PROGRAM ACTIONS
HEALTH MANAGEMENT ASSOCIATES INC
120 N WASHINGTON SQUARE SUITE 705	LANSING	MI	48933	382599727		$74,735	$0	QUANTITATIVE AND QUALITATIVE RESEARCH TO IDENTIFY SUB-GROUPS IN THE MEDICARE POPULATION
INTEGRATED HEALTHCARE ASSOCIATION
500 12TH STREET	OAKLAND	CA	94607	943211035	501(C)(6)	$70,168	$0	REVIEW DATA ON HOW PROVIDERS IN CA ARE DELIVERING PERSON-CENTERED CARE
INVESTIGATIVE REPORTING PROGRAM UC BERKELEY
2481 HEARST AVE	BERKELEY	CA	94709	946002123	501(C)(3)	$75,000	$0	JOURNALISM ON SOCIETAL AND INSTITUTIONAL BARRIERS AFFECTING OLDER ADULTS
INVESTIGATIVE REPORTING PROGRAM UC BERKELEY
2481 HEARST AVE	BERKELEY	CA	94709	946002123	501(C)(3)	$363,831	$0	PRODUCE TIMELY MEDIA ON ISSUES RELATED TO AGING THROUGH AN EQUITY LENS
J WALLIN OPINION RESEARCH
2151 MICHELSON DRIVE 295	IRVINE	CA	92612	471062566		$25,000	$0	POLL VOTERS ACROSS CALIFORNIA TO GAUGE SUPPORT OF THE STATE'S MASTER PLAN FOR AGING
JENNINGS POLICY STRATEGIES INC
601 13TH STREET NW	WASHINGTON	DC	20005	522307507		$45,000	$0	ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR
JENNINGS POLICY STRATEGIES INC
601 13TH STREET NW	WASHINGTON	DC	20005	522307507		$135,000	$0	ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR
JUSTICE IN AGING
1444 EYE STREET NW	WASHINGTON	DC	20005	953132674	501(C)(3)	$50,000	$0	SUPPORT THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING
JUSTICE IN AGING
1444 EYE STREET NW	WASHINGTON	DC	20005	953132674	501(C)(3)	$150,000	$0	SUPPORT THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING
LUCAS PUBLIC AFFAIRS
1215 K STREET SUITE 1010	SACRAMENTO	CA	95814	261795985		$21,630	$0	INCLUDE ALZHEIMER'S TASK FORCE RECOMMENDATIONS INTO MASTER PLAN FOR AGING
LUCAS PUBLIC AFFAIRS
1215 K STREET SUITE 1010	SACRAMENTO	CA	95814	261795985		$106,295	$0	CONTINUE MOMENTUM FOR THE CALIFORNIA MASTER PLAN FOR AGING AND ELEVATE THE FOUNDATION'S VOICE
MANATT PHELPS & PHILLIPS LLP
2049 CENTURY PARK EAST	LOS ANGELES	CA	90067	952375841		$61,087	$0	EXPLORE NEW FEDERAL AND STATE GOVERNMENT FLEXIBILITIES IN RESPONSE TO COVID PANDEMIC
MANATT PHELPS & PHILLIPS LLP
2049 CENTURY PARK EAST	LOS ANGELES	CA	90067	952375841		$226,556	$0	EVALUATE MEDICARE AND MEDICAID COVID-19 FLEXIBILITIES AND OUTLINE PROGRAM ACTIONS
MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300	WASHINGTON	DC	20009	811239309		$9,805	$0	ADS FOR MY CARE, MY CHOICE WEBSITE THAT HELPS WITH MEDICARE AND MEDI-CAL OPTIONS
MEALS ON WHEELS CALIFORNIA INC
1200 KNOLLWOOD CIRCLE	ANAHEIM	CA	92801	474698325	501(C)(3)	$35,000	$0	SUPPORT THE DEVELOPMENT OF A NETWORK OF HOME DELIVERED MEALS PROVIDERS IN CA
MILKEN INSTITUTE
1250 4TH STREET FLOOR 2	SANTA MONICA	CA	90401	954240775	501(C)(3)	$30,000	$0	LAUNCH A MULTI-SECTORAL INITIATIVE TO INTEGRATE HEALTH AND HOME CARE
MISSION INVESTORS EXCHANGE
1899 L STREET NW	WASHINGTON	DC	20036	475593271	501(C)(3)	$8,500	$0	ANNUAL MEMBERSHIP WITH MISSION IMPACT INVESTORS.
NATIONAL ACADEMY OF MEDICINE
500 5TH ST NW	WASHINGTON	DC	20001	530196932	501(C)(3)	$15,000	$0	SUPPORT THE FORUM FOR AGING, DISABILITY AND INDEPENDENCE
NATIONAL COMMITTEE FOR QUALITY ASSURANCE
1100 13TH STREET NW 3RD FLOOR	WASHINGTON	DC	200054285	521191985	501(C)(3)	$749,894	$0	ADDRESS CULTURE AND ETHNICITY IN PERSON-CENTERED QUALITY MEASUREMENT SYSTEM
NATIONAL CONFERENCE OF STATE LEGISLATURES
7700 EAST FIRST PLACE	DENVER	CO	80230	840772595	GOVERNMENT ENTITY	$20,000	$0	DISSEMINATE INFO ON MASTER PLAN FOR AGING TO STATE LEGISLATURES
NATIONAL OPINION RESEARCH CENTER
55 E MONROE ST FLOOR 20	CHICAGO	IL	606035991	362167808	501(C)(3)	$193,505	$0	SURVEY CALIFORNIANS AGE 55 AND OLDER FOR THE STATE'S OMII STRATEGIC EFFORTS
PACIFIC HEALTH CONSULTING GROUP
72 OAK KNOLL AVENUE	SAN ANSELMO	CA	94960	680403180		$11,880	$0	ASSESS THE NEEDS OF MEDICAID PLANS IN CALIFORNIA IN ADVANCE OF THE TRANSITION TO CALAIM
PASCHAL ROTH PUBLIC AFFAIRS INC
1127 11TH STREET SUITE 824	SACRAMENTO	CA	95814	263273301		$17,208	$0	DEVELOP DRAFT POLICIES FOR MASTER PLAN FOR AGING STAKEHOLDER COMMITTEES
PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INCHEALTH AFFAIRS
7500 OLD GEORGETOWN RD SUITE 600	BETHESDA	MD	20814	530242962	501(C)(3)	$25,000	$0	SUPPORTS THE PUBLICATION OF ARTICLES ON COMPLEX CARE AND A WEBINAR
PROJECT6 DESIGN INC
4071 EMERY STREET	EMERYVILLE	CA	94608	562533892		$14,304	$0	ENHANCE THE MY CARE, MY CHOICE WEBSITE THAT HELPS WITH MEDICARE AND MEDI-CAL OPTIONS
SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230	LOS ANGELES	CA	90012	952831058		$9,100	$0	ANNUAL MEMBERSHIP WITH SOUTHERN CALIFORNIA GRANTMAKERS.
THE ANCEL ROMERO MANAGEMENT & CONSULTING GROUP
1580 BRYANT STREET SUITE A	DALY CITY	CA	94015	861886220		$52,875	$0	SUPPORT THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING
THE MARGOLIN GROUP
2821 FORRESTER DRIVE	LOS ANGELES	CA	90064	412065784		$31,170	$0	ENGAGE A STATE STRATEGIC POLICY ADVISOR
THE MARGOLIN GROUP INC
2821 FORRESTER DRIVE	LOS ANGELES	CA	90064	412065784		$6,000	$0	ENGAGE A STATE STRATEGIC POLICY ADVISOR
THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
C/O OFFICE OF SPONSORED RESEARCH	SAN FRANCISCO	CA	94143	946036493		$28,255	$0	SUPPORT THE DEVELOPMENT OF CALIFORNIA'S MASTER PLAN FOR AGING
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BOULEVARD	BOSTON	MA	021253393	043167352	GOVERNMENT ENTITY	$74,238	$0	USE THE HRS TO MEASURE IF THE HEALTH CARE SYSTEM ACCOUNTS FOR OLDER ADULTS PREFERENCES FOR CARE

Field	Value	IRS element (for citing)
Total501c3 Org	31	Total501c3OrgCnt
Total Other Org	31	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
DEVELOP A DATA MEASUREMENT FRAMEWORK FOR THE MASTER PLAN FOR AGING	1	$85,500
ADVISOR ON CA DHCS DEVELOPMENT OF POLICIES TO ADVANCE MLTSS AND DUALS INTEGRATION	1	$29,750
ANALYSIS AND STRATEGY TO MODERNIZE CA'S HICAP PROGRAM	1	$35,000
UPDATES TO THE CA MASTER PLAN FOR AGING DATA DASHBOARD	1	$6,663
UPDATES TO THE CA MASTER PLAN FOR AGING DATA DASHBOARD	1	$6,532

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	0	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 (10 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 MOHANTY
PRESIDENT/CEO	$458,019	$0	$100,000	$0	$25,852	$0	$35,943	$0	$44,727	$0	$664,541	$0	$0	$0
RENE SEIDEL
SECRETARY/TREASURER	$241,646	$0	$29,184	$0	$53,972	$0	$19,903	$0	$13,662	$0	$358,367	$0	$0	$0
GRETCHEN ALKEMA
VP POLICY & COMMUNICATIONS	$237,781	$0	$29,184	$0	$44,474	$0	$21,223	$0	$18,124	$0	$350,786	$0	$0	$0
JOHN ZAPOLSKI
FORMER VP INNOVATIONS	$0	$275,000	$21,321	$8,250	$1,066	$2,205	$0	$0	$0	$10,063	$22,387	$295,518	$0	$0
BRUCE CHERNOF
FORMER PRESIDENT/CEO	$0	$0	$125,000	$0	$162,793	$0	$215	$0	$0	$0	$288,008	$0	$161,933	$0
ERIN WESTPHAL
PROGRAM OFFICER	$142,130	$0	$11,712	$0	$18,054	$0	$11,309	$0	$25,315	$0	$208,520	$0	$0	$0
ERIC THAI
DIRECTOR OF FINANCE	$145,610	$0	$11,592	$0	$3,836	$0	$11,325	$0	$20,024	$0	$192,387	$0	$0	$0
SARAH STEENHAUSEN
DIRECTOR OF POLICY	$145,486	$0	$11,124	$0	$2,107	$0	$10,998	$0	$1,087	$0	$170,802	$0	$0	$0
KALI PETERSON
PROGRAM OFFICER	$133,932	$0	$10,453	$0	$7,417	$0	$10,270	$0	$1,005	$0	$163,077	$0	$0	$0
LINDA ROSENSTOCK
DIRECTOR	$35,000	$127,000	$0	$0	$0	$0	$0	$0	$0	$0	$35,000	$127,000	$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, 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: SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSON IN PART VII: BRUCE CHERNOF - $161,933 DEFERRED COMPENSATION FOR 2021, 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) 403(B) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	OUR WORK IN SUPPORTING THESE VARIOUS SERVICE AND ADVOCACY ORGANIZATIONS CULMINATED IN OUR 11TH ANNUAL FORUM, "AMPLIFYING ALL VOICES IN AGING." THE FOUR-WEEK SERIES CHAMPIONED STORIES OF THE DIVERSE AGING EXPERIENCE THROUGH ENGAGEMENT WITH HEALTH AND COMMUNITY CARE SYSTEMS AND WAS OUR LARGEST TO DATE WITH 600 PEOPLE PARTICIPATING VIRTUALLY. THE EVENT RECEIVED POSITIVE FEEDBACK, ESPECIALLY THE FOURTH AND FINAL SESSION, WHICH INCLUDED A FUTURISTIC DISCUSSION ON EQUITABLE AGING, PARTICULARLY IN LIGHT OF PERSPECTIVES RESHAPED BY THE COVID-19 CRISIS. THEMATIC GOAL 2: BUILD RESILIENCE AND CAPACITY INSPIRE AND ENABLE ENTREPRENEURS AND INNOVATORS TO DESIGN WITH OLDER ADULTS NOT JUST FOR THEM AND CREATE NEW OFFERINGS THAT EMBRACE THE BEAUTY OF LIFE AS WE AGE. GOAL 2 SUCCESSES: 2021 WAS THE FIRST FULL YEAR OF OPERATIONS FOR ALIVE VENTURES, A FOR-PROFIT SUBSIDIARY VENTURE STUDIO FUNDED BY THE FOUNDATION. THE GOAL OF ALIVE VENTURES IS TO PARTNER WITH GREAT ENTREPRENEURS TO DEVELOP PRODUCTS AND SERVICES THAT HELP OUR RELATIONSHIPS GROW STRONGER, MORE JOYFUL, AND BETTER WITH AGE. IN 2021, ALIVE VENTURES BUILT A COMMUNITY OF OLDER ADULTS AND ENGAGED THEM IN CO-DESIGN SESSIONS AND ELDER ADVISORY COMMITTEES TO GATHER INSIGHTS, TEST AND REFINE PRODUCTS, AND GUIDE ENTREPRENEURS. THE STUDIO PILOTED ITS FIRST ENTREPRENEUR IN RESIDENCE PROGRAM WITH THREE ENTREPRENEURS AND EXPLORED SOLUTIONS IN VITALITY AND FRIENDSHIP. TWO REPORTS ON OLDER ADULT INSIGHTS AND MARKET OPPORTUNITIES WERE ALSO FINALIZED FOR PUBLIC DISSEMINATION. 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 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, THEN MEDICAID. GOAL 3 SUCCESSES: OUR PARTNERSHIP WITH BIPARTISAN POLICY CENTER (BPC) OFFERED US OPPORTUNITIES TO ELEVATE OUR PRIORITIES TO THE HIGHEST BRANCHES OF GOVERNMENT. BPC PROVIDED MEMOS TO THE BIDEN TRANSITION TEAM HIGHLIGHTING POLICY SOLUTIONS TO IMPROVE CARE FOR THOSE WITH COMPLEX CARE NEEDS. THESE WERE ALSO SHARED WITH HILL STAFF OF RELEVANT COMMITTEES. RECOMMENDATIONS INCLUDED WAYS TO: IMPROVE AND BUILD AN EVIDENCE-BASE FOR SPECIAL SUPPLEMENTAL BENEFITS FOR THE CHRONICALLY ILL (SSBCI) IN MEDICARE ADVANTAGE, EXPAND NONMEDICAL BENEFITS IN MEDICARE FEE-FOR-SERVICE, PROMOTE MEDICARE-MEDICAID INTEGRATION, STREAMLINE THE HOME AND COMMUNITY-BASED SERVICES (HCBS) WAIVER PROCESS, AND IMPROVE MEDICAID-BUY IN PROGRAMS FOR WORKERS WITH DISABILITIES. WITH OUR SUPPORT, BPC ALSO HELPED TO ADVANCE DIALOGUE AROUND LONG-TERM CARE FINANCING SOLUTIONS. THEY RELEASED A REPORT, "BIPARTISAN SOLUTIONS TO IMPROVE THE AVAILABILITY OF LONG-TERM CARE," AT A HIGHLY ANTICIPATED VIRTUAL EVENT IN SEPTEMBER, OUTLINING POLICY RECOMMENDATIONS INCLUDING NEW PROPOSALS TO EXPAND THE AVAILABILITY OF HOME AND COMMUNITY-BASED SERVICES FOR LOW- AND MIDDLE-INCOME INDIVIDUALS. WE CONTINUED OUR WORK WITH ATI ADVISORY (ATI) AND THE LONG-TERM QUALITY ALLIANCE (LTQA) TO ADVANCE IMPLEMENTATION OF THE MEDICARE SPECIAL SUPPLEMENTAL BENEFITS FOR THE CHRONICALLY ILL (SSBCI). IN 2021, THEY HIGHLIGHTED IMMEDIATE AND LONGER-TERM ACTIONS POLICYMAKERS, INCLUDING THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) AND CONGRESS, CAN TAKE TO ADVANCE SSBCI. THEY ALSO ENGAGED WITH POLICYMAKERS, SHARING MATERIALS WITH SENATOR WARNER'S OFFICE AS WELL AS KEY CMS AND ADMINISTRATION FOR COMMUNITY LIVING STAFF. IN SEPTEMBER, CMS RELEASED A NEW REPORT HIGHLIGHTING 25 PERCENT OF PLANS WILL BE OFFERING SSBCI IN 2022 (UP FROM 19 PERCENT IN 2021), NAMELY NUTRITION, IN-HOME SUPPORT SERVICES, AND UTILITIES BENEFIT OPTIONS. OUR PARTNERSHIPS CONTINUED TO PUSH ON WAYS TO AMPLIFY FEDERAL AND STATE FLEXIBILITIES DURING COVID-19 THAT WE BELIEVE SHOULD BE MADE PERMANENT TO ADVANCE PERSON-CENTERED CARE AND TRANSFORM CARE DELIVERY. IN THE SPRING/SUMMER, HEALTH MANAGEMENT ASSOCIATES (HMA), MANATT HEALTH, AND ALLIANCE FOR HEALTH POLICY DEVELOPED A FRAMEWORK TO IDENTIFY THESE MEDICARE AND MEDICAID FLEXIBILITIES. HMA IDENTIFIED AND DESCRIBED THE 200+ REGULATORY CHANGES TO MEDICARE AS A RESULT OF THE COVID-19 PUBLIC HEALTH EMERGENCY, ORGANIZING THE REGULATORY CHANGES BY HOW THEY IMPACT PROVIDERS, THEMES (E.G., BENEFITS AND CARE MANAGEMENT, PROVIDER CAPACITY AND WORKFORCE, TELEHEALTH), DURATION, AND AUTHORITY (E.G., WAIVER, ACT, CMS RULINGS). MANATT UPDATED AND SHARED ITS COVID-19 STATE RESOURCE GUIDE OUTLINING FEDERAL- AND STATE-LEVEL AUTHORITIES THAT COULD BE USED TO ENSURE LTSS ACCESS. KEY FINDINGS WERE PRESENTED TO THE NATIONAL COUNCIL OF STATE LEGISLATURES. IN RELATED EFFORTS WE FUNDED: CONVERGENCE CENTER FOR POLICY RESOLUTION IS IDENTIFYING POLICY AND PRACTICE BREAKTHROUGHS TO ADVANCE STRUCTURAL REFORM AMONG GROUPS WITH DIFFERENT VISIONS OF CARE SETTINGS FOR OLDER ADULTSINCLUDING NURSING HOME CARE, RESIDENTIAL CARE, AND HOME- AND COMMUNITY-BASED SERVICES; DUKE-MARGOLIS CENTER FOR HEALTH POLICY IS CONVENING AND INTERVIEWING EXPERTS TO GENERATE IMPLEMENTATION GUIDANCE AND POLICY RECOMMENDATIONS ON PAYMENT AND REIMBURSEMENT STRATEGIES FOR EXPANDING AND SUSTAINING DELIVERY OF HOME-BASED CARE OVER THE LONG TERM; AND THE MILKEN INSTITUTE IS FOCUSING ON ACTIONABLE SOLUTIONS TO INTEGRATE HEALTH AND HOME CARE THROUGH TECHNOLOGY. WE CONTINUED TO TAKE THE PULSE OF AMERICANS ON SEVERAL ISSUES RELATED TO OUR WORK THROUGH OUR PARTNERSHIP WITH THE NORC CENTER FOR PUBLIC AFFAIRS RESEARCH AND THE ASSOCIATED PRESS. IN THE SPRING, FINDINGS CONFIRMED THAT AMERICANS WANT TO AGE AT HOME AND THAT THERE IS STRONG PUBLIC SUPPORT FOR GOVERNMENT POLICIES TO HELP WITH LTSS COSTS. A FOLLOW-ON POLL EXAMINED ISSUES OF EQUITY AND INCLUSION IN RELATION TO THE AVAILABILITY OF KEY SERVICES FOR AGING AT HOME. OTHER EXPLORATIONS DIRECTLY SHED LIGHT ON TOPICS RELATED TO THE PANDEMIC AND SOCIAL ISOLATION, AND FOCUSED ON THE PERCEIVED ADVANTAGES AND DISADVANTAGES OF TELEHEALTH. ONE-THOUSAND ADULTS AGED 50 AND OLDER SHARED CONFLICTING VIEW-REVEALING WAYS THE TELEHEALTH OFFERING MAY REDUCE DISPARITIES AND/OR EXACERBATE EQUITY ISSUES IN HEALTH CARE. SURVEY RESULTS WERE WIDELY DISTRIBUTED VIA MULTIPLE MEDIA OUTLETS. ADDITIONALLY, UC BERKELEY CONTINUED TO REPORT ON ISSUES RELATED TO AGING AND EQUITY AMONG COMMUNITY-DWELLING ADULTS PER OUR PARTNERSHIP WITH THE INVESTIGATIVE REPORTING PROGRAM. STORIES WERE VARIED AND IMPACTFUL, EXPLORING EVERYTHING FROM HOMELESSNESS AND THE DIGITAL DIVIDE'S EFFECT ON OLDER ADULTS, PRIVACY CONCERNS ASSOCIATED WITH CAREGIVING TECHNOLOGY, AND THE EXTREME CHALLENGES RESIDENTS FACE WHEN TRYING TO TRANSITION OUT OF INSTITUTIONS AND BACK INTO THE COMMUNITY. OUR EFFORTS TO DIVERSIFY AGING PORTRAYALS IN ENTERTAINMENT AND BUILD GREATER AWARENESS AROUND FOUNDATION PRIORITY ISSUES CONTINUED THROUGH OUR PROJECT WITH USC'S HOLLYWOOD, HEALTH & SOCIETY (HH&S) TEAM. AS COMMUNICATION BROKERS TO THE ENTERTAINMENT INDUSTRY, HH&S DEVELOPED UPDATED FACT/TIP SHEETS ON OLDER ADULTS THAT WERE DISSEMINATED TO SCREENWRITERS AND PRODUCERS TO CREATE MORE ACCURATE DEPICTION OF OLDER ADULTS IN TV AND FILM. AN EXAMPLE WHERE CONTENT WAS USED WAS AN HBO EPISODE OF "JOHN OLIVER" THAT DESCRIBED AGING AND LONG-TERM CARE IN AMERICA. WE ALSO WORKED WITH HH&S 44 BLUE PRODUCTIONS TO HIGHLIGHT THE JOURNEY OF THREE FAMILIES AGING AND CAREGIVING THROUGH OUR AGING WELL WITH COMMUNITY VIDEO SERIES ON THE FOUNDATION'S UPDATED YOUTUBE CHANNEL. VIDEOS GARNERED MILLIONS OF IMPRESSIONS AND HUNDREDS OF THOUSANDS OF PAGE VIEWS.
FORM 990, PART VI, SECTION A, LINE 4	THE BYLAWS WERE AMENDED TO PROVIDE THAT THE TREASURER AND SECRETARY SHALL BE BOARD MEMBERS AND THAT AS LONG AS THEY SERVE IN THOSE POSITIONS, THEY WILL ALSO SERVE AS THE CHAIR OF THE FINANCE COMMITTEE AND GOVERNANCE COMMITTEE, RESPECTIVELY.
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 DIRECTOR OF FINANCE. THE SCAN FOUNDATION'S DIRECTOR OF FINANCE HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT OF PROGRAMS AND OPERATIONS 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 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 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 REGARDING 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 2021 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 COMPESATION 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 OTHER THAN TREASURER AND (2) A RECOMMENDATION REGARDING THE TREASURER'S COMPENSATION PACKAGE, 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 2021 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.
FORM 990, PART X, LINE 13, INVESTMENTS, PROGRAM RELATED:	INVESTMENTS - PROGRAM RELATED INCLUDE BOTH MISSION IMPACT INVESTMENTS ("MIIS") AND PROGRAM INVESTMENTS ("PIS"). MISSION IMPACT INVESTMENTS ("MIIS") 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 OFFER 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 ("PIS") ARE MADE IN ADDITION TO TRADITIONAL GRANTS AND EXTERNAL PROGRAM EXPENSES. DURING 2021, THE FOUNDATION INVESTED $2,000,000 INTO ALIVE VENTURES TO FURTHER ITS OBJECTIVE OF CREATING BRANDS, PRODUCTS AND SERVICES THAT HELP ENRICH THE LIVES OF OLDER ADULTS. ALIVE VENTURES' MISSION DIRECTLY ALIGNS WITH THE MISSION AND STRATEGIC GOALS OF THE FOUNDATION, AND ALL OF THE INVESTMENT INTO ALIVE VENTURES WAS FUNDED OUT OF THE FOUNDATION'S PROGRAMMATIC BUDGET.
FORM 990, PART XI, LINE 9:	UNEXPENDED GRANTS 44,460.
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 (6 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 STE 100	LONG BEACH	CA	90806	953826037	ADMIN SUPPORT	CA	501(C)(3)	12B, II	N/A	0
SCAN HEALTH PLAN
3800 KILROY AIRPORT WAY STE 100	LONG BEACH	CA	90806	953858259	MEDICARE ADVANTAGE HEALTH PLAN	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
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 (7 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	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
SCAN HEALTHCHECK ASSESSMENT CENTERS INC
3800 KILROY AIRPORT WAY STE 100	LONG BEACH	CA	90806	462962358	HEALTHCARE	CA	N/A	C	Yes (1)
SCAN CALIFORNIA MANAGEMENT COMPANY INC
SCAN CALIFORNIA MANAGEMENT COMPANY	LONG BEACH	CA	90806	462951831	MANAGEMENT	CA	N/A	C	Yes (1)
ALIVE VENTURES INC
3800 KILROY AIRPORT WAY	LONG BEACH	CA	90806	852381604	VENTURE STUDIO	CA		C	Yes (1)	THE SCAN FOUNDATION	-$792,166	$686,402	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)
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)
PROSPER SERVICES LLC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	872979343	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	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SCAN GROUP
P	$464,294	BOOK VALUE
ALIVE VENTURES INC
B	$2,000,000	CASH
ALIVE VENTURES INC
O	$74,140	PERCENT OF TIME WORKED

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