SCAN HEALTH PLAN: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SCAN HEALTH PLAN (EIN 95-3858259)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202203189349301000
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 C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T03:50:23-06:00	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	953858259	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	SCAN	BusinessNameControlTxt
Phone	5629895100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY 100	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908065616	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SACHIN JAIN	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	5629895100	PhoneNum
Signature	2022-11-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SACHIN	PersonFirstNm
Person Last	JAIN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	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	SACHIN JAIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY 100	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908065616	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,779,997,194	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SCANHEALTHPLAN.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1983	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	KEEP SENIORS HEALTHY AND INDEPENDENT.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	1305	TotalEmployeeCnt
Total Volunteers	86	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,928,194	PYContributionsGrantsAmt
CY Contributions Grants	$3,942,238	CYContributionsGrantsAmt
PY Program Service Revenue	$3,401,067,288	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,444,727,516	CYProgramServiceRevenueAmt
PY Investment Income	$8,983,546	PYInvestmentIncomeAmt
CY Investment Income	$57,545,469	CYInvestmentIncomeAmt
PY Other Revenue	$4,156	PYOtherRevenueAmt
CY Other Revenue	$34,931	CYOtherRevenueAmt
PY Total Revenue	$3,413,983,184	PYTotalRevenueAmt
CY Total Revenue	$3,506,250,154	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,766,625	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,382,620	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$116,270,751	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$121,729,590	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,229,429,504	PYOtherExpensesAmt
CY Other Expenses	$3,327,660,298	CYOtherExpensesAmt
PY Total Expenses	$3,347,466,880	PYTotalExpensesAmt
CY Total Expenses	$3,452,772,508	CYTotalExpensesAmt
PY Revenues Less Expenses	$66,516,304	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$53,477,646	CYRevenuesLessExpensesAmt
Total Assets BOY	$747,398,823	TotalAssetsBOYAmt
Total Assets EOY	$860,743,592	TotalAssetsEOYAmt
Total Liabilities BOY	$196,270,996	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$290,721,921	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$551,127,827	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$570,021,671	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	KEEP SENIORS HEALTHY AND INDEPENDENT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,343,116,207	ExpenseAmt
Grant	$84,637	GrantAmt
Revenue	$3,444,727,516	RevenueAmt
Desc	SCAN HEALTH CARE SERVICES:SCAN HEALTH PLAN HAS A CULTURE OF QUALITY AND A LONG HISTORY OF FULFILLING OUR MISSION: KEEPING SENIORS HEALTHY AND INDEPENDENT. AS A MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLAN (MAPD) IN CALIFORNIA, SCAN COLLABORATES WITH A NETWORK OF DELEGATED PROVIDERS TO OFFER MEDICARE AND MEDI-CAL COVERED HEALTH AND BEHAVIORAL HEALTHCARE AND ADDITIONAL SUPPLEMENTAL BENEFITS. OUR MEMBER-CENTRIC MODEL OF CARE ENSURES QUALITY, INDIVIDUALIZED CARE FOR ALL MEMBERS, INCLUDING MEMBERS WITH SPECIAL NEEDS SUCH AS MEMBERS ELIGIBLE FOR BOTH MEDICARE AND MEDICAID, MEMBERS WITH CHRONIC CONDITIONS AND FRAIL MEMBERS WITH FUNCTIONAL DEFICITS.THE HEALTH CARE SERVICES PROGRAMS AT SCAN ARE EVIDENCED-BASED AND ALIGNED WITH GERIATRIC BEST PRACTICES. THEY INCLUDE BUT ARE NOT LIMITED TO, COMPLEX CARE MANAGEMENT, ADVANCED ILLNESS MANAGEMENT, MEMORY PROGRAM, DISEASE MANAGEMENT, AND CARE NAVIGATION AND COORDINATION. THE PROGRAMS ARE ALIGNED WITH THE INSTITUTE FOR HEALTHCARE IMPROVEMENT PROGRAMS. TRIPLE AIM AND SEEK TO ENSURE:- A SAFE AND SATISFYING HEALTH CARE EXPERIENCE- IMPROVED HEALTH OUTCOMES FOR INDIVIDUALS AND POPULATIONS- ACCESS AND AFFORDABILITY FOR OUR MEMBERSIN GENERAL, POPULATION BASED QUALITY ACTIVITIES ARE PERFORMED BY SCAN'S HEALTH CARE SERVICES DEPARTMENT, WHICH INCLUDES A DEDICATED AND HIGHLY QUALIFIED TEAM OF REGISTERED NURSES AND MASTER'S PREPARED SOCIAL WORKERS, SUPPORTED BY AN INTERDISCIPLINARY TEAM OF NURSES, SOCIALWORKERS, GERONTOLOGISTS, A BOARD CERTIFIED GERIATRICIAN, A BEHAVIORAL HEALTH SPECIALIST, AND A CLINICAL PHARMACIST.SCAN HEALTH PLAN SUPPORTED THE FORMATION OF THE SCAN FOUNDATION IN 2007 WITH A CONTRIBUTION OF $205 MILLION; FOR CALENDAR YEAR 2021 THE SCAN FOUNDATION AWARDED GRANTS IN THE AMOUNT OF $5,195,388 AND INCURRED PROGRAM EXPENSES IN THE AMOUNT OF $8,412,822IN ADDITION, SCAN HEALTH PLAN PARTICIPATES IN NUMEROUS ACTIVITIES RELATED TO THE CARE OF SENIORS WHICH PROVIDE SIGNIFICANT COMMUNITY BENEFIT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING:1. SUPPORT CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE (CALTCM) BY PROVIDING CEO AND BOARD MEMBERS EDUCATIONAL PROGRAMS INCLUDING COVID MANAGEMENT AND EDUCATION: CALTCM IS AN ORGANIZATION OF PROFESSIONALS IN THE LONG TERM CARE FIELD. THE ORGANIZATION OFFERS PERFORMANCE IMPROVEMENT EDUCATION PROGRAMS TO IMPROVE THE QUALITY OF CARE AND PROFESSIONALISM OF STAFF IN LONG TERM SETTINGS.2. NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA): LONG TERM SERVICES AND SUPPORT ADVISORY COMMITTEE MEMBER; THIS COMMITTEE ASSISTS NCQA WITH THE DEVELOPMENT OF QUALITY STANDARDS FOR LONG TERM SERVICES AND SUPPORT (LTSS).3. BOARD MEMBER OF WISE & HEALTH AGING: SERVE AS BOARD MEMBER OF COMMUNITY AGENCY THAT SERVES VULNERABLE OLDER PEOPLE IN SANTA MONICA AND THE VICINITY. DEVELOPS CAPACITY OF AGENCY TO BETTER SERVE POPULATION. 4. SERVICE ON BOARDS OF DIRECTORS AND COMMITTEES FOR INDUSTRY GROUPS I.E., RESOURCE, INITIATIVE AND SOCIETY FOR EDUCATION (RISE); PHARMACY QUALITY ALLIANCE AND, AHIP; THESE AND OTHER INDUSTRY GROUPS CREATE POLICY AND SHARE BEST PRACTICES ON SUBJECTS RANGING FROM AUDIT AND ENCOUNTER SUBMISSION TO GENERAL INDUSTRY ISSUES; OUR EMPLOYEES ARE ACTIVE MEMBERS OF A NUMBER OF OTHER ORGANIZATIONS AS WELL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$16,956,391	ExpenseAmt
Grant	$3,297,983	GrantAmt
Desc	INDEPENDENCE AT HOME:SCAN'S MISSION OF KEEPING SENIORS HEALTHY AND INDEPENDENT IS NOT LIMITED TO SCAN MEMBERS. SCAN RECOGNIZES ITS RESPONSIBILITY TO ENHANCE THE QUALITY OF LIFE FOR ALL THOSE IN THE COMMUNITIES WE SERVE. TO THAT END, SCAN SPONSORS AND PROMOTES INNOVATIVE GERIATRIC RESEARCH, INVESTS IN SIGNIFICANT COMMUNITY EDUCATION AND OUTREACH EFFORTS, AND SUPPORTS LIKE-MINDED COMMUNITY ORGANIZATIONS THROUGH GRANTS. THE CORNERSTONE OF SCAN'S COMMUNITY ENGAGEMENT COMES THROUGH INDEPENDENCE AT HOME (IAH), SCAN'S COMMUNITY BENEFIT DIVISION.THROUGH THE PROGRAMS RUN BY IAH, SCAN HAS CONNECTED WITH TENS OF THOUSANDS OF SENIORS AND CAREGIVERS ACROSS ITS SERVICE AREAS.IAH IS FUNDED BY STATE CONTRACT AS WELL AS SCAN HEALTH PLAN. THE PROGRAMS ARE GEARED TO SUPPORT THE UNDERSERVED, FRAIL AND DISABLED SENIORS IN OUR COMMUNITY.IAH'S HALLMARK PROGRAMS ARE:- MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP): SINCE 1977, THIS PROGRAM HAS PROVIDED LONG-TERM IN-HOME CARE MANAGEMENT FOR ADULTS 65 PLUS WHO QUALIFY FOR MEDI-CAL.- INSIGHTS: THIS PROGRAM PROVIDES IN-HOME MENTAL HEALTH SUPPORT.- COMMUNITY MEDICATION, EDUCATION, DATA & SAFETY (CMEDS): IN-HOME MEDICATION SAFETY AND ADHERENCE PROGRAM.- CAREGIVERS & OLDER ADULTS CONNECTED AND HEALTHY (COACH): IN-HOME CARE MANAGEMENT FOR SENIORS AND/OR THEIR CAREGIVERS.SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM: SCAN'S COMMUNITY GIVING (CG) PROGRAM IS FOCUSED ON MEETING AN INDIVIDUAL'S BASIC NEEDS INCLUDING NUTRITION, SHELTER, HEALTH AND SOCIALIZATION, AND ON ENHANCING AN INDIVIDUAL'S ABILITY TO REMAIN INDEPENDENT IN THEIR OWN COMMUNITY.THIS IS ACCOMPLISHED THROUGH ONE-TIME OPERATING GRANTS. THE SCAN COMMUNITY GIVING COMMITTEE IDENTIFIES ORGANIZATIONS WHO'S MISSION ALIGNS WITH THE PROGRAM PRIORITIES. AS A RESULT OF THIS APPROACH, THE MAJORITY OF GRANTEES ARE IDENTIFIED AND CONTACTED BY OUR STAFF.POLICIES AND PROCEDURES:A. IDENTIFICATION AND VETTING OF POTENTIAL PROGRAM GRANTEES THE DIRECTOR, COMMUNITY OUTREACH, COLLABORATES WITH VARIOUS SCAN HEALTH PLAN DEPARTMENTS (I.E., HEALTH CARE SERVICES AND INDEPENDENCE AT HOME) AND REPUTABLE AGENCIES TO IDENTIFY PROSPECTIVE GRANTEE ORGANIZATIONS. THE PROSPECTIVE GRANTEES UNDERGO THE COMMUNITY GROUP VETTING PROCESS AND ARE MEASURED AGAINST THE FOLLOWING CRITERIA: 1) ALIGNMENT WITH THE SCAN HEALTH PLAN MISSION; 2) VERIFIED STATUS AS A NONPROFIT OR GOVERNMENTAL AGENCY WITH TAX-EXEMPT STATUS; AND 3) THE ORGANIZATION IS AT LEAST TWO YEARS OLD. SUCCESSFUL CANDIDATES ARE ADDED TO THE LARGER SCAN HEALTH PLAN GRANTEE POOL.B. SHORT LISTING POTENTIAL GRANTEES - THE DIRECTORS AND THE MANAGER, COMMUNITY OUTREACH AND GIVING, USE VARIOUS METHODS, INCLUDING OUTBOUND CALLS, INTERNET RESEARCH, AND INDUSTRY RATINGS TO REVIEW THE POTENTIAL GRANTEE POOL AND GENERATE A SHORTLIST.C. EVALUATION AND SELECTION OF GRANTEES BY THE COMMUNITY GIVING COMMITTEE (CGC) - THE CGC IS A NINE-MEMBER COMMITTEE REPRESENTATIVE OF ALL LEVELS OF MANAGEMENT AND CHAIRED BY THE VICE-PRESIDENT OF INDEPENDENCE AT HOME (IAH). THE CGC MEETS ON A QUARTERLY BASIS AND ITS ROLE IS TWOFOLD: 1) EVALUATE, SELECT, AND DECIDE THE AMOUNT TO BE AWARDED TO THE GRANTEE ORGANIZATIONS, AND 2) STEER THE COMMUNITY GIVING PROGRAM. THE CGC BASES ITS DECISION TO MAKE AWARDS ON THE INFRASTRUCTURE OF THE GRANTEE ORGANIZATION, THEIR PERCEIVED ABILITY TO EFFECTIVELY AND EFFICIENTLY IMPACT THE LIVES OF SENIORS, AND THEIR ABILITY TO CONTINUE A SUSTAINABLE RELATIONSHIP.D. GRANTEE OUTREACH - SUBSEQUENT TO THE CGC EARMARKING AND APPROVING GRANT FUNDS, THE DIRECTOR, COMMUNITY OUTREACH AND GIVING OR DESIGNEE, PLACES AN OUTREACH CALL TO THE PROSPECTIVE GRANTEE ORGANIZATION. THE GRANTEE ORGANIZATION IS INFORMED OF ITS SELECTION TO APPLY FOR A ONE-TIME GRANT VIA SCAN'S ONLINE GRANT TRACKING SYSTEM. THE DIRECTOR, COMMUNITY OUTREACH AND GIVING, REVIEWS EACH APPLICATION AND DISCUSSES CRITERIA WITH THE IAH VICE PRESIDENT AND COMMUNITY OUTREACH TEAM, IN ORDER TO MAKE A RECOMMENDATION FOR FUNDING. THE LIST OF RECOMMENDED GRANTEES IS SUBMITTED TO THE CGC EACH QUARTER TO BE DISCUSSED AND VOTED ON. A GRANT AGREEMENT IS DEVELOPED FOR EACH APPROVED GRANT, CONTAINING INFORMATION ON FUNDING RESTRICTIONS AND REQUIREMENTS FOR GRANT REPORTING. ONLY AFTER A SIGNED AGREEMENT HAS BEEN FULLY EXECUTED WILL THE GRANT PAYMENT PHASE BE INITIATED. IF THE FUNDING IS CONSIDERED EMERGENCY NEED DUE TO A PUBLIC HEALTH EMERGENCY OR NATURAL DISASTER, THIS PROCESS WILL EXCELERATE WITH THE COMMITTEE REVIEWING AND APPROVING REQUESTS MORE FREQUENTLY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$3,360,072,598	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	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	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3146	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1305	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VIRGINIA HAVAI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5629895100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3800 KILROY AIRPORT WAY STE 100	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908065616	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 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
SACHIN JAIN
PRESIDENT & CEO	30.00	10.00	Yes (X)	Yes (X)	$2,232,612	$0	$1,655,096
LINDA ROSENSTOCK
CHAIRPERSON	0.83	7.47	Yes (X)		$0	$127,000	$0
CELESTE ORTIZ
DIRECTOR	0.63	5.67	Yes (X)		$0	$102,000	$0
CHERYL PHILLIPS
DIRECTOR	0.55	4.95	Yes (X)		$0	$95,000	$0
FRANCESCA RUIZ DE LUZURIAGA
DIRECTOR	0.55	4.95	Yes (X)		$0	$95,000	$0
JENNIE CHIN HANSEN
DIRECTOR	0.55	4.95	Yes (X)		$0	$95,000	$0
ROSEMARY TURNER
DIRECTOR	0.55	4.95	Yes (X)		$0	$95,000	$0
BRANDON JONES
DIRECTOR	0.58	5.22	Yes (X)		$0	$87,000	$0
COLLEEN CAIN
DIRECTOR	0.58	5.22	Yes (X)		$0	$87,000	$0
ANDREW ALLOCCO
DIRECTOR	0.50	4.50	Yes (X)		$0	$80,000	$0
ROSEMARY ELLIS
DIRECTOR	0.50	4.50	Yes (X)		$0	$80,000	$0
JANET KORNBLATT END 122021
GENERAL COUNSEL	32.00	8.00		Yes (X)	$0	$1,843,223	$44,909
ROMILLA BATRA
CHIEF MEDICAL OFFICER	32.00	8.00		Yes (X)	$1,211,524	$0	$423,584
NANCY MONK
CHIEF OPERATIONS OFFICER	32.00	8.00		Yes (X)	$0	$1,030,449	$582,210
JOSH GOODE
CHIEF INFORMATION OFFICER	32.00	8.00		Yes (X)	$0	$899,781	$452,919
SHERRY STANISLAW
GENERAL MANAGER OFFICER	30.00	10.00		Yes (X)	$789,504	$0	$368,680
MICHAEL PLUMB
CHIEF FINANCIAL OFFICER	30.00	10.00		Yes (X)	$504,077	$0	$543,307
KEVIN KROEKER BEG 72021
SECRETARY/GENERAL COUNSEL	30.00	10.00		Yes (X)	$0	$411,087	$257,578
LINDSAY CRAWLEY-HERBERT BEG 42021
CHIEF PEOPLE OFFICER	32.00	8.00		Yes (X)	$0	$343,513	$176,987
DAVID MILLIGAN END 42021
SVP SALES	36.00	4.00			$1,152,726	$0	$26,656	Yes (X)
KWAN-MOON LEUNG
SVP CHIEF DATA OFFICER	40.00	0.00			$0	$796,164	$288,953	Yes (X)
ADRIENNE MORRELL END 22021
SVP PUBLIC & GOVT AFFAIRS	32.00	8.00			$0	$959,559	$23,987	Yes (X)
EVE GELB
SVP MBR&COMMUNITY HEALTH	40.00				$597,192	$0	$253,744	Yes (X)
JILL SELBY
SVP PRODUCT DEV & MKT EXP	30.00	10.00			$0	$549,287	$262,210	Yes (X)
ANDREW WHITELOCK
SVP CHIEF RISK EXECUTIVE	32.00	8.00			$0	$537,225	$36,171	Yes (X)
DAN OSTERWEIL END 102021
MEDICAL DIRECTOR	36.00	4.00			$574,818	$50,000	$300,572		Yes (X)
SHARONJIT JHAWAR
CVP, CHIEF PHARMACY OFFICER	36.00	4.00			$605,361	$0	$210,159		Yes (X)
VIRGINIA HAVAI
VP, CONTROLLER	30.00	10.00			$475,987	$0	$179,684		Yes (X)
HANS ECKARDT END 122021
CVP, MARKETING	40.00				$526,512	$0	$33,652		Yes (X)
TERENCE OFFENBERGER END 12021
MEDICAL DIRECTOR	40.00				$491,309	$0	$13,076		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,161,622	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,363,288	TotReportableCompRltdOrgAmt
Total Other Compensation	$6,134,134	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	277	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
EXPRESS SCRIPTS INC
ONE EXPRESS WAY	ST LOUIS	MO	63121	MEDICAL SERVICES	$682,641,686
DAVITA HEALTHCARE PARTNERS PLAN INC
2175 PARK PLACE	EL SEGUNDO	CA	90245	MEDICAL SERVICES	$631,062,288
HERITAGE PROVIDER NETWORK
777A FLOWER ST	GLENDALE	CA	91201	MEDICAL SERVICES	$355,518,838
PRIMECARE MEDICAL NETWORK
3990 CONCOURSE STE 500	ONTARIO	CA	91764	MEDICAL SERVICES	$236,064,395
MONARCH HEALTH PLAN
7 TECHNOLOGY DR	IRVINE	CA	92618	MEDICAL SERVICES	$148,708,797

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	91	CntrctRcvdGreaterThan100KCnt
Government Grants	$3,942,238	GovernmentGrantsAmt
Total Contributions	$3,942,238	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE PREMIUMS	900099	$3,380,564,388	$3,380,564,388
MEDI-CAL PREMIUMS	900099	$64,163,128	$64,163,128

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,444,727,516	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,489,939	TotalRevenueColumnAmt
Exclusion	$7,489,939	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$323,802,570	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$273,747,040	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$50,055,530	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$50,055,530	TotalRevenueColumnAmt
Exclusion	$50,055,530	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$34,931	TotalRevenueColumnAmt
Exclusion	$34,931	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$34,931	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,506,250,154	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,444,727,516	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$57,580,400	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,354,187	TotalAmt
Program Services	$3,354,187	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$28,433	TotalAmt
Program Services	$28,433	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$6,487,636	TotalAmt
Program Services	$3,762,828	ProgramServicesAmt
Management And General	$2,724,808	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$90,439,475	TotalAmt
Program Services	$70,081,274	ProgramServicesAmt
Management And General	$20,358,201	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$7,989,101	TotalAmt
Program Services	$6,060,317	ProgramServicesAmt
Management And General	$1,928,784	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,266,315	TotalAmt
Program Services	$8,109,371	ProgramServicesAmt
Management And General	$2,156,944	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,547,063	TotalAmt
Program Services	$5,031,811	ProgramServicesAmt
Management And General	$1,515,252	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$24,284	TotalAmt
Program Services	$24,284	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$429,723	TotalAmt
Program Services	$36,943	ProgramServicesAmt
Management And General	$392,780	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,088,414	TotalAmt
Management And General	$1,088,414	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$897,051	TotalAmt
Management And General	$897,051	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,140,368,949	TotalAmt
Program Services	$3,128,943,148	ProgramServicesAmt
Management And General	$11,425,801	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$17,613,331	TotalAmt
Program Services	$17,580,116	ProgramServicesAmt
Management And General	$33,215	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,561,139	TotalAmt
Program Services	$2,443,496	ProgramServicesAmt
Management And General	$117,643	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,379,625	TotalAmt
Program Services	$651,283	ProgramServicesAmt
Management And General	$1,728,342	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$598,490	TotalAmt
Program Services	$581,759	ProgramServicesAmt
Management And General	$16,731	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$432,891	TotalAmt
Program Services	$265,896	ProgramServicesAmt
Management And General	$166,995	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$109,912	TotalAmt
Program Services	$81,821	ProgramServicesAmt
Management And General	$28,091	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$4,181,250	TotalAmt
Program Services	$3,029,594	ProgramServicesAmt
Management And General	$1,151,656	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$44,041	TotalAmt
Program Services	$44,041	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
ALLOC TO/FROM AFFL	$100,476,065	$53,829,174	$46,646,891
BROKER COMMISSIONS	$55,440,639	$55,440,639
FEDERAL, STATE, COUNTY	$320,469	$218,138	$102,331
DUES AND SUBSCRIPTIONS	$300,390	$227,886	$72,504

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$393,635	TotalAmt
Program Services	$246,159	ProgramServicesAmt
Management And General	$147,476	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,452,772,508	TotalAmt
Program Services	$3,360,072,598	ProgramServicesAmt
Management And General	$92,699,910	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	-$3,623,447	BOYAmt
EOY	-$4,699,611	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$188,167,796	BOYAmt
EOY	$240,039,190	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$152,826,171	BOYAmt
EOY	$220,818,804	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,855,155	BOYAmt
EOY	$2,726,566	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$73,296,391	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$59,543,673	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,174,383	BOYAmt
EOY	$13,752,718	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$132,721,729	BOYAmt
EOY	$129,174,446	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$260,977,036	BOYAmt
EOY	$258,631,479	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$300,000	BOYAmt
EOY	$300,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$747,398,823	BOYAmt
EOY	$860,743,592	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$187,077,460	BOYAmt
EOY	$278,926,611	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,132,331	BOYAmt
EOY	$5,100,627	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,061,205	BOYAmt
EOY	$6,694,683	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$196,270,996	BOYAmt
EOY	$290,721,921	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	$551,127,827	BOYAmt
EOY	$570,021,671	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$551,127,827	BOYAmt
EOY	$570,021,671	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$747,398,823	BOYAmt
EOY	$860,743,592	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$53,477,646	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$34,583,802	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,557,140	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,367,909	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,510,542	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,928,194	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,942,238	CurrentTaxYearAmt
Total	$18,306,023	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,563,219,473	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,717,815,709	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,081,294,600	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,401,067,288	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,444,727,516	CurrentTaxYearAmt
Total	$15,208,124,586	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,566,776,613	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,721,183,618	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,084,805,142	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,404,995,482	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,448,669,754	CurrentTaxYearAmt
Total	$15,226,430,609	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$15,226,430,609	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,473,513	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,686,929	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,394,722	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,483,431	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,489,939	CurrentTaxYearAmt
Total	$42,528,534	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,473,513	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,686,929	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,394,722	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,483,431	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,489,939	CurrentTaxYearAmt
Total	$42,528,534	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$1,791	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,945	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,931	CurrentTaxYearAmt
Total	$47,706	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,574,250,126	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,729,872,338	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,095,210,809	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,413,478,952	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,456,194,624	CurrentTaxYearAmt
Total	$15,269,006,849	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.99720	PublicSupportCY509Pct
Public Support PY509	0.99700	PublicSupportPY509Pct
Investment Income CY	0.00280	InvestmentIncomeCYPct
Investment Income PY	0.00300	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	MISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,791. 2019 AMOUNT: $ 10,945. 2020 AMOUNT: $ 39. 2021 AMOUNT: $ 34,931.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$238,110	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$850,304	OtherActivitiesAmt
Total Lobbying Expenditures	$1,088,414	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B	FormAndLineReferenceDesc
Explanation	LOBBYING EXPENSES REPRESENT SCAN'S ADVOCACY ON BEHALF OF THE SENIORS WE SERVE. THEY INCLUDE EMPLOYEE SALARIES, OUTSIDE COUNSEL FEES, CONSULTING FEES, AND TRADE ASSOCIATION DUES ATTRIBUTABLE TO DIRECT FEDERAL AND STATE LOBBYING. SCAN WORKS TO INCREASE AWARENESS OF THE UNIQUE NEEDS OF THE SENIORS AND TO ENHANCE THE PROGRAMS THAT WILL HELP THEM MAINTAIN THEIR INDEPENDENCE AND REMAIN IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$27,724,012	InvestmentCostOrOtherBasisAmt
Depreciation	$22,552,725	DepreciationAmt
Book Value	$5,171,287	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$16,579,677	InvestmentCostOrOtherBasisAmt
Depreciation	$15,011,101	DepreciationAmt
Book Value	$1,568,576	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$28,992,702	InvestmentCostOrOtherBasisAmt
Depreciation	$21,979,847	DepreciationAmt
Book Value	$7,012,855	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$13,752,718	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
US GOVERNMENT & AGENCY OBLIGATIONS	$51,279,914	F
CORPORATE BONDS	$64,140,733	F
ASSET-BACKED SECURITIES	$30,824,335	F
MORTGAGE-BACKED SECURITIES	$100,608,591	F
COMMINGLED FUNDS	$11,777,906	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$258,631,479	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED COMP 457 LIABILITY	$6,670,683
DEFERRED LIABILITY AMEX	$24,000

Field	Value	IRS element (for citing)
Total Liability	$6,694,683	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,470,769,298	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$34,583,805	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$34,583,805	RevenueNotReportedAmt
Revenue Subtotal	$3,505,353,103	RevenueSubtotalAmt
Investment Expenses Not Incld	$897,051	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$897,051	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,506,250,154	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,451,875,457	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$3,451,875,457	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$897,051	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$897,051	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,452,772,508	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE COMPANY IS RECOGNIZED AS A TAX-EXEMPT ENTITY UNDER IRC SECTION 501(C)(3) AND CALIFORNIA REVENUE CODE SECTION 23701(D). UNDER FASB ASC 740, INCOME TAXES, THE COMPANY IS REQUIRED TO RECOGNIZE A LIABILITY FOR EACH UNCERTAIN TAX POSITION AT THE AMOUNT ESTIMATED TO BE REQUIRED TO SETTLE THE ISSUES. AS OF DECEMBER 31, 2021 THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS. THE FEDERAL INCOME TAX RETURN HAS A THREE-YEAR STATUTE OF LIMITATION AND THE CALIFORNIA RETURN HAS A FOUR-YEAR STATUTE OF LIMITATION, FROM THE LATTER OF A) THE DUE DATE OF THE RETURN OR B) THE DATE THE RETURN IS FILED. DURING THIS TIME PERIOD, THE INCOME TAX RETURNS COULD BE SUBJECT TO EXAMINATION. THE FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION FROM 2018 THROUGH 2020 AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION FROM 2017 THROUGH 2020.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (57 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	Non Cash AssistanceNonCashAssistanceDesc
ABRAZAR INC
7101 WYOMING STREET	WESTMINSTER	CA	92683	330301538	501(C)(3)	$25,000	$0	FUNDING FROM SCAN HEALTH PLAN WILL SUPPORT CONTINUED COVID VACCINE OUTREACH TO DIVERSE OLDER ADULT POPULATIONS. 2,000 ADULTS AGE 55+ WILL BE REACHED AND/OR VACCINATED IN ORANGE COUNTY.
AGINGNEXT
141 SPRING STREET	CLAREMONT	CA	91711	953100466	501(C)(3)	$15,000	$0	FUNDING FROM SCAN TO UNDERWRITE PERSONNEL TIME AS PART OF THE OF AGINGNEXT'S MEMORY CARE CENTER, GRANT WILL SUPPORT DIRECT SERVICES AND SOCIAL SUPPORT.
JEWISH COMMUNITY CENTER OF LONG BEACH (ALPERT JEWISH COMMUNITY CENTER)
3801 E WILLOW STREET	LONG BEACH	CA	90815	952280871	501(C)(3)	$10,000	$0	FUNDING FROM SCAN WILL HELP UNDERWRITE 1,425 HOME DELIVERED MEALS FOR 160 ADULTS AGE 55+ IN THE GREATER LONG BEACH AREA.
ALTAMED HEALTH SERVICES CORPORATION
2040 CAMFIELD AVENUE	LOS ANGELES	CA	90040	952810095	501(C)(3)	$50,000	$0	A GRANT FROM SCAN WILL PROVIDE STAFFING SUPPORT FOR A PATIENT NAVIGATOR TO PROVIDE OLDER ADULT OUTREACH, EDUCATION AND SCHEDULING OF COVID VACCINATION APPOINTMENTS.
ALZHEIMER'S FAMILY SERVICES CENTER (ALZHEIMER'S FAMILY CENTER)
9451 INDIANAPOLIS AVENUE	HUNTINGTON BEACH	CA	92646	953463975	501(C)(3)	$20,000	$0	A GRANT FROM SCAN WILL BE USED TO COVER THE COST OF UP TO EIGHT SESSIONS OF COUNSELING PER PERSON, FREE OF CHARGE, FOR FAMILY CAREGIVERS WITH A LOVED ONE WHO HAS A DIAGNOSIS OF ALZHEIMER'S DISEASE OR ANOTHER DEMENTIA.
ALZHEIMER'S GREATER LOS ANGELES (ALZHEIMER'S LOS ANGELES)
4221 WILSHIRE BLVD SUITE 400	LOS ANGELES	CA	90010	953718119	501(C)(3)	$20,000	$0	SCAN FUNDING WILL SUPPORT PARTIAL STAFFING EXPENSES FOR TWO DIRECT SERVICE PERSONNEL THAT WILL SERVE 50 LOW-INCOME AND ETHNICALLY DIVERSE FAMILY CAREGIVERS AND PERSONS WITH DEMENTIA.
ALZHEIMER'S ORANGE COUNTY
2515 MCCABE WAY SUITE 200	IRVINE	CA	92614	953702013	501(C)(3)	$25,000	$0	SCAN FUNDING WILL SUPPORT PROGRAMMING AT ALZHEIMER'S ORANGE COUNTY'S TWO ADULT DAY HEALTH CARE CENTERS; TURNING SILVER INTO GOLD SPONSORSHIP.
ANTELOPE VALLEY PARTNERS FOR HEALTH
44226 10TH STREET WEST	LANCASTER	CA	93534	470957404	501(C)(3)	$20,000	$0	FUNDING FROM SCAN WILL HELP TO FUND SENIOR NUTRITION EFFORTS TO COVER NUTRITION PROGRAM SHORTAGES. THE GRANT WILL UNDERWRITE DIRECT PROGRAMMATIC AND FOOD COSTS NEEDED TO PROVIDE 1,200 MEALS AND 240 GROCERY BAGS.
CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA
3276 MCNUTT AVENUE	WALNUT CREEK	CA	94597	680157858	501(C)(3)	$20,000	$0	A GRANT FROM SCAN WILL PROVIDE EMERGENCY FINANCIAL GRANTS AND FOOD CARDS TO LOW INCOME CANCER PATIENTS OVER THE AGE OF 55 IN NAPA, SONOMA, SAN FRANCISCO, AND SANTA CLARA COUNTIES.
CERES COMMUNITYPROJECT
7351 BODEGA AVENUE	SEBASTOPOL	CA	95472	262250997	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL UNDERWRITE A TOTAL OF 7,077 MEDICALLY-TAILORED MEALS FOR ADULTS AGE 55+.
CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE
PO BOX 276	CUPERTINO	CA	95015	260895114	501(C)(3)	$10,000	$0	COVID EMERGENCY ASSISTANCE GRANT WILL HELP REACH APPROXIMATELY 1,800 CHINESE AMERICAN OLDER ADULTS AGE 55+ AND FAMILY CAREGIVERS IN SCAN'S SERVICE AREAS. FUNDING TO SUPPORT DELIVERY OF DIFFERENT VIRTUAL EDUCATION/SUPPORT REQUESTED BY THE CHINESE AMERICAN COMMUNITY.
COMMUNITY ACTION OF NAPA VALLEY
2521 OLD SONOMA ROAD	NAPA	CA	94558	941610851	501(C)(3)	$15,000	$0	FUNDING FROM SCAN TO UNDERWRITE APPROXIMATELY 5,000 HOME DELIVERED MEALS.
COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY
11870 MONARCH STREET	GARDEN GROVE	CA	92841	952452787	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL HELP UNDERWRITE DIRECT SERVICE AND PERSONNEL COSTS NEEDED TO PROVIDE FOOD/NUTRITION ASSISTANCE AND VITAL SUPPORT INCLUDING RENTAL ASSISTANCE, UTILITY ASSISTANCE APPROXIMATELY 300 SENIORS.
COMMUNITY ACTION PARTNERSHIP OF SAN BERNARDINO COUNTY
696 SOUTH TIPPECANOE AVENUE	SAN BERNARDINO	CA	92408	952376882	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL CREATE A COVID-19 SENIOR EMERGENCY ASSISTANCE FUND TO PROVIDE DIRECT ASSISTANCE TO LOW-INCOME ADULTS AGE 55+ WHO ARE EXPERIENCING UNEXPECTED EXPENSES IN THE AREAS OF 1) NUTRITION ASSISTANCE AND 2) HOUSING ASSISTANCE.
COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY
445 S FIGUEROA STREET SUITE 2100	LOS ANGELES	CA	90071	954576023	501(C)(3)	$30,000	$0	FUNDING TO ALLOW CCALAC TO EXTEND THE COVID PREVENTION AND COVID VACCINE MESSAGING AND COMMUNICATION TOOLS TO HEALTH CENTER PATIENTS. AS PART OF THE GRANT, CCALAC WILL HOST CLINIC STAFF TRAININGS, TRAIN THE TRAINER SESSIONS AND CONDUCT OTHER OUTREACH.
COMMUNITY HEALTH ACTION NETWORK
15000 7TH STREET STE 208-G	VICTORVILLE	CA	92395	264255673	501(C)(3)	$15,000	$0	FUNDING FROM SCAN WILL SUPPORT NUTRITION/HEALTH EDUCATION AND FOOD DISTRIBUTION TO APPROXIMATELY 960 ADULTS AGE 55+ IN ADELANTO, VICTORVILLE AND HESPERIA IMPACTED BY THE PANDEMIC AND FOOD INSECURITY.
EL SOL NEIGHBORHOOD EDUCATIONAL CENTER
766 NORTH WATERMAN AVE	SAN BERNARDINO	CA	92374	330552297	501(C)(3)	$15,000	$0	FUNDING FROM SCAN WILL SUPPORT EL SOL'S EFFORTS TO PROMOTE RECOVERY AND RESILIENCE IN LOW-INCOME AND VULNERABLE SENIOR AND MULTIGENERATIONAL HOUSEHOLDS BY DEVELOPING A COVID-19 RESILIENCE AND RECOVERY PROGRAM (CRRP).
FEEDING SAN DIEGO
9455 WAPLES STREET SUITE 135	SAN DIEGO	CA	92121	260457477	501(C)(3)	$20,000	$0	FUNDING FROM SCAN WILL HELP COVER DIRECT FOOD COSTS, INCLUDING HEALTHY SHELF-STABLE FOOD AND FRESH PRODUCE, TO MEET THE INCREASED NEEDS OF OLDER ADULTS BEING SERVED.
FOOD FOR THOUGHT
PO BOX 1608	FORESTVILLE	CA	95436	680181095	501(C)(3)	$15,000	$0	FUNDING FROM SCAN WILL UNDERWRITE 4,688 MEALS FOR OLDER ADULTS (AGE 55+) LIVING IN SONOMA COUNTY.
FOOD SHARE
4156 SOUTHBANK ROAD	OXNARD	CA	93036	770018162	501(C)(3)	$20,000	$0	FOOD SHARE IS REQUESTING FUNDING FROM SCAN TO UNDERWRITE 2,500 PRODUCE BOXES UNDER THE SENIOR KIT PROGRAM/COMMODITY SUPPLEMENTAL FOOD PROGRAM (CSFP) INITIATIVE.
HELPING HAND WORLDWIDE
31121 HOLLY DRIVE	LAGUNA BEACH	CA	92651	753164621	501(C)(3)	$15,000	$0	SCAN FUNDING WILL BE USED TO SUPPORT INCREASED STAFFING, FUEL COSTS INVOLVED IN THE TRANSPORTATION OF FOOD FOR SENIORS, AND ESSENTIAL SUPPLIES.
HOPE THROUGH HOUSING FOUNDATION
9421 HAVEN AVE	RANCHO CUCAMONGA	CA	91730	330802554	501(C)(3)	$10,000	$0	FUNDING TO SUPPORT AN EMERGENCY ASSISTANCE FUND TO PROVIDE ONE TIME EMERGENCY SUPPORT TO LOW-INCOME OLDER ADULTS WHO ARE FACED WITH UNEXPECTED CIRCUMSTANCES AND/OR EXPENSES.
HUMAN OPTIONS INC
PO BOX 53745	IRVINE	CA	92619	953667817	501(C)(3)	$15,000	$0	GRANT TO SUPPORT THE SAFE OPTIONS FOR SENIORS (SOS) PROGRAM. SOS PROVIDES SUPPORT GROUPS, RESOURCE NAVIGATION AND INDIVIDUALIZED THERAPY TO VICTIMS OF DOMESTIC VIOLENCE AND ABUSE.
INSTITUTE ON AGING
3575 GEARY BLVD	SAN FRANCISCO	CA	94115	942978977	501(C)(3)	$25,000	$0	TO SUPPORT THE EXPANSION OF THE SPANISH-LANGUAGE FRIENDSHIP LINE, FUNDING FROM SCAN WILL HELP UNDERWRITE A PART-TIME BILINGUAL ENGLISH/SPANISH COUNSELOR.
JAMBOREE HOUSING CORPORATION
17701 COWAN AVE 200	IRVINE	CA	92614	330413518	501(C)(3)	$15,000	$0	FUNDING TO SUPPORT A PUBLIC HEALTH NURSE ABLE TO ASSIST DIVERSE RESIDENTS OF JAMBOREE'S 55+ HOUSING COMMUNITIES THROUGHOUT SOUTHERN CALIFORNIA.
JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE COUNTY
3801 E WILLOW STREET	LONG BEACH	CA	90815	952273033	501(C)(3)	$15,000	$0	SCAN FUNDING WILL BE UTILIZED TO UNDERWRITE DIRECT SERVICE STAFF TIME TO SUPPORT THE OLDER ADULT SERVICES PROGRAM BENEFITING 55-65 ADULTS AGE 55+ IN THE GREATER LONG BEACH AREA. A PORTION OF THE GRANT WILL PROVIDE ADDITIONAL EMERGENCY FINANCIAL ASSISTANCE.
JEWISH FAMILY SERVICE OF THE DESERT
490 SOUTH FARRELL DRIVE SUITE C208	PALM SPRINGS	CA	92262	330613083	501(C)(3)	$20,000	$0	A GRANT FROM SCAN WILL PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO COACHELLA VALLEY SENIORS LIVING ON FIXED, LOW INCOMES WHO REQUIRE SUPPORT FOR NECESSITIES.
KHEIR CLINIC
3727 W 6TH STREET SUITE 210	LOS ANGELES	CA	90020	954074660	501(C)(3)	$35,000	$0	FUNDING FROM SCAN WILL HELP WITH COSTS NEEDED TO SUPPORT KHEIR'S ADHC TRANSPORTATION PROGRAM. THE GRANT WILL SUPPORT POINT-TO-POINT TRANSPORTATION SERVICES TO AND FROM THE ADHC CENTER.
LATINAS CONTRA CANCER
25 N 14TH STREET 670	SAN JOSE	CA	95112	562412069	501(C)(3)	$15,000	$0	FUNDING TO SUPPORT UP TO 28 OLDER ADULT CLIENTS (AGE 55+) AND FAMILY CAREGIVERS WITH ONE-TIME EMERGENCY ASSISTANCE.
LATINO HEALTH ACCESS (LATINO CENTER FOR PREVENTION AND ACTION IN HEALTH)
450 WEST 4TH STREET	SANTA ANA	CA	92701	330562943	501(C)(3)	$20,000	$0	GRANT TO SUPPORT OLDER ADULT OUTREACH THROUGH LHA'S PROMOTERS AS PART OF THEIR COVID-19 RECOVERY PHASE. THE GRANT WILL SUPPORT EFFORTS TO REENGAGE COMMUNITY AROUND CHRONIC DISEASE MANAGEMENT, MENTAL HEALTH, AND HEALTH CARE ACCESS.
MEALS ON WHEELS SAN FRANCISCO INC
1375 FAIRFAX AVENUE	SAN FRANCISCO	CA	94124	941741155	501(C)(3)	$25,000	$0	GRANT TO SUPPORT DIRECT FOOD COSTS NEEDED TO UNDERWRITE 5,000 MEALS FOR OLDER ADULTS AGES 55+ IN NEED OF HOME DELIVERED MEALS.
MENTAL HEALTH AMERICA OF LOS ANGELES
200 PINE AVENUE SUITE 400	LONG BEACH	CA	90802	951881491	501(C)(3)	$10,000	$0	FUNDING FROM SCAN WILL PROVIDE: 1) MEDICAL EQUIPMENT TO SUPPORT AGING IN PLACE (WHEELCHAIRS, WALKERS, HOME/SAFETY EQUIPMENT) AND 2) TRANSPORTATION TO COVID VACCINATION AND/OR BOOSTER APPOINTMENTS.
ONEGENERATION
17400 VICTORY BLVD	VAN NUYS	CA	91406	954066979	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL HELP COVER A FUNDING GAP NEEDED TO RE-ESTABLISH ON SITE IN PERSON PROGRAMING, SUPPORT PERSONNEL EXPENSES, AND PURCHASE PPE AND ESSENTIAL SUPPLIES TO PROVIDE SAFE PROGRAMMING FOR ADC CLIENTS. ENRICHING LIVES WEEK SPONSORSHIP, MAY 2021.
PROJECT ANGEL FOOD
922 VINE STREET	LOS ANGELES	CA	90038	954115863	501(C)(3)	$25,000	$0	GRANT FUNDING FROM SCAN WILL DIRECTLY SUPPORT THE FOOD, PACKAGING, LABOR, AND TRANSPORTATION COSTS FOR THE DELIVERY OF 5,203 MEDICALLY TAILORED MEALS TO OLDER ADULTS (AGE 55+).
PROJECT OPEN HAND
730 POLK STREET	SAN FRANCISCO	CA	94109	943023551	501(C)(3)	$20,000	$0	FUNDING TO COVER DIRECT PROGRAMMING EXPENSES IN THE PREPARATION AND DELIVERY OF MEDICALLY-TAILORED MEALS AND GROCERY BAGS TO APPROXIMATELY 200 OLDER ADULTS LIVING WITH A CANCER DIAGNOSIS IN SAN FRANCISCO.
SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC
8014 MARINE WAY	IRVINE	CA	92618	320362611	501(C)(3)	$20,000	$0	FUNDING TO PURCHASE FOOD TO SUPPORT SECOND HARVEST'S SENIOR HUNGER STRATEGY. BOXES OF FOOD WILL BE DELIVERED THROUGH COORDINATED DISTRIBUTION EFFORTS AT SENIOR APARTMENT COMPLEXES, AS WELL AS THROUGH DRIVE-THRU AND WALK-UP EVENTS AT SENIOR CENTERS.
SERVING SENIORS
525 14TH STREET STE 200	SAN DIEGO	CA	92101	952850121	501(C)(3)	$30,000	$0	FUNDING FROM SCAN TO UNDERWRITE 4,720 MEALS TO HOMEBOUND SENIORS OVER A THREE-MONTH PERIOD. A PORTION OF THE GRANT WILL ALSO SUPPORT DIRECT STAFFING COSTS FOR SOCIAL SERVICE COORDINATORS.
THE HEALTH TRUST
3180 NEWBERRY DRIVE SUITE 200	SAN JOSE	CA	95118	946050231	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL UNDERWRITE FRIENDS OF MEALS ON WHEELS PROGRAMMING FOR 25 CLIENTS TO REDUCE SOCIAL ISOLATION.
COVE COMMUNITIES SENIOR ASSOCIATION (DBA THE JOSLYN CENTER)
73-750 CATALINA WAY	PALM DESERT	CA	92260	953622332	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL UNDERWRITE DIRECT FOOD COSTS FOR OLDER ADULT CLIENTS THROUGH THE FOLLOWING PROGRAMS: MEALS ON WHEELS, PENNY'S FOOD PANTRY AND THEIR FARMER'S MARKET.
ONE IN LONG BEACH INC (THE LGBTQ CENTER LONG BEACH)
2017 E 4TH STREET	LONG BEACH	CA	90814	953523149	501(C)(3)	$25,000	$0	SCAN TO SUPPORT THE CONTINUATION OF SAFETY NET AND SOCIALIZATION SERVICES FOR A PROJECTED 1,650 LGBTQ OLDER ADULTS (AGE 55+).
THE LGBTQ COMMUNITY CENTER OF THE DESERT
1301 N PALM CANYON DRIVE	PALM SPRINGS	CA	92262	330937301	501(C)(3)	$10,000	$0	FUNDING FROM SCAN TO UNDERWRITE EXISTING SENIOR SERVICES AND FOOD BANK STAFF TO SUPPORT THE TRANSITION TO A HYBRID VIRTUAL/IN-PERSON MODEL. CENTER STAGE SPONSORSHIP
TURLOCK GOSPEL MISSION
437 S BROADWAY	TURLOCK	CA	95380	208660068	501(C)(3)	$10,000	$0	FUNDING FROM SCAN WILL ALLOW TURLOCK GOSPEL MISSION TO START A DEDICATED EMERGENCY ASSISTANCE FUND TO SUPPORT LOW-INCOME ADULTS AGE 55+ IN MAINTAINING THEIR HOUSING AND HEALTH.
UNITED AMERICAN INDIAN INVOLVEMENT
1125 W 6TH STREET SUITE 103	LOS ANGELES	CA	90032	952917933	501(C)(3)	$35,000	$0	FUNDING FROM SCAN WILL HELP WITH THE ENROLLMENT OF 30 ADULTS AGES 55+ IN THE "LEARN 2 EARN" JOB SKILLS TRAINING AND FINANCIAL MANAGEMENT PROGRAM. A PORTION OF THE GRANT WILL ALSO BE USED FOR COVID VACCINE COMMUNITY EDUCATION EFFORTS.
VENICE FAMILY CLINIC
604 ROSE AVENUE	VENICE	CA	90291	952769432	501(C)(3)	$25,000	$0	FUNDING FROM SCAN WILL SUPPORT AND EXPAND SERVICES TO ADULTS AGE 55+ IN TWO CRITICAL AREAS: 1) COVID VACCINATION OUTREACH WHERE SCAN FUNDING WILL BE UTILIZED TO SUPPORT 500+ OLDER ADULT (AGE 55+) PATIENTS AND 2) FOOD INSECURITY.
WATTS LABOR COMMUNITY ACTION COMMITTEE (WLCAC)
10950 S CENTRAL AVENUE	LOS ANGELES	CA	90059	952412869	501(C)(3)	$36,450	$0	FUNDING FROM SCAN WILL PROVIDE: 1) TWO LARGE SENIOR HOUSING SITES IN COMPTON WITH MEALS (LUNCH) FOR 60 SENIORS PER DAY M-F FOR 12 WEEKS (APPROX. 3,600 MEALS); 2) UNDERWRITE DIABETES WORKSHOPS; AND 3) SUPPORT COVID-19 VACCINE EDUCATION EFFORTS.
HELP ME HELP YOU
1301 W 12TH STREET	LONG BEACH	CA	90813	710898124	501(C)(3)	$6,000	$0	FUNDING FROM SCAN WILL BE USED TO SUPPORT THE CONTINUED NEED FOR DELIVERING CULTURALLY APPROPRIATE GROCERIES TO VULNERABLE, HOMEBOUND OLDER ADULT FOR UP TO SIX MONTHS.
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE	DALLAS	TX	75231	135613797	501(C)(3)	$125,000	$0	SOCIAL SUPPORT CIRCLES & GO RED FOR WOMEN SPONSORSHIP - YEAR 1 OF 3
AMERICAN SOCIETY ON AGING
575 MARKET STREET SUITE 2100	SAN FRANCISCO	CA	94105	942292868	501(C)(3)	$7,000	$0	ON AGING 2021 CONFERENCE SPONSORSHIP
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRIVE	ORANGE	CA	92866	951643992	501(C)(3)	$45,000	$0	PHARMACY SCHOOL RESIDENCY
COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY
445 S FIGUEROA STREET SUITE 2100	LOS ANGELES	CA	90071	954576023	501(C)(3)	$10,000	$0	ANNUAL HEALTH CARE SYMPOSIUM SPONSORSHIP
CSULB 49ER FOUNDATION CO 49ER FOUNDATION
6300 E STATE UNIVERSITY DRIVE SUITE	LONG BEACH	CA	90815	452163910	501(C)(3)	$52,500	$0	2022 SCHOLARSHIP FOR THE HEALTH AND INDEPENDENCE OF SENIORS	332
NBC CONSULTING INC DBA PACIFIC HEALTH AND WELLNESS
2110 ARTESIA BLVD SUITE 323	REDONDO BEACH	CA	90278	200794708	501(C)(3)	$17,865	$0	VENDOR FOR COMMUNITY FLU CLINIC EVENTS
HEALTHCARE IN ACTION
3800 KILROY AIRPORT WAY STE 100	LONG BEACH	CA	90806	871858798	501(C)(3)	$2,000,000	$0	FUNDING FROM SCAN HEALTH PLAN FOR COMMUNITY OUTREACH FOR UNHOUSED.
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES DBA UCLA
10920 WILSHIRE BLVD 5TH FLOOR	LOS ANGELES	CA	90024	956006143	501(C)(3)	$25,000	$0	37TH ANNUAL UCLA INTENSIVE COURSE IN GERIATIC MEDICINE AND BOARD REVIEW.
HAWAII FOODBANK INC
2611 KILIHAU STREET	HONOLULU	HI	96819	990220699	501(C)(3)	$10,000	$0	DONATION FROM SCAN WILL BE USED TO SUPPORT THE FOOD INSECURITY NEEDS IN THE COMMUNITY.
HEALTH INDUSTRY COLLABORATION EFFORT OF CALIFORNIA DBA INDUSTRY COLLABORAT
11260 DONNER PASS ROAD SUITE C1 PMB	TRUCKEE	CA	96161	900130332	501(C)(3)	$20,000	$0	DONATION FROM SCAN WILL BE USED TO SUPPORT THE ONGOING EFFORT TO CONTRIBUTIONS TO HEALTH CARE.	361
MEALS ON WHEELS SAN DIEGO
2254 SAN DIEGO AVE SUITE 200	SAN DIEGO	CA	92110	952660509	501(C)(3)	$0	$27,500	VEHICLE DONATION FROM SCAN TO ASSIST WITH MEALS ON WHEELS PROGRAM NEEDS.		VEHICLE DONATION

Field	Value	IRS element (for citing)
Total501c3 Org	53	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	INDEPENDENCE AT HOME GRANTS	GrantTypeTxt
Recipient	264	RecipientCnt
Cash Grant	$28,433	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ALL GRANTEES SUBMIT A QUARTERLY REPORT DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING, THE MANAGER, COMMUNITY OUTREACH AND GIVING, TRACKS AND REVIEWS THE REPORTS TO ENSURE COMPLIANCE. THE MANAGER ADDRESSES ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE CAUSES AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE VICE PRESIDENT, INDEPENDENCE AT HOME, WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE COMMUNITY GIVING COMMITTEE (CGC) FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. OTHER GRANTS: OCCASSIONALLY, THE CEO WILL APPROVE GRANTS BASED ON INITIATIVES THAT ARE IN LINE WITH THE MISSION OF ORGANIZATION. ALL GRANTS ARE MONITORED FOR COMPLIANCE BY THE GRANTS MANAGER.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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
SACHIN JAIN
PRESIDENT & CEO	$1,021,772	$0	$1,190,500	$0	$20,340	$0	$1,636,862	$0	$18,234	$0	$3,887,708	$0	$905,500	$0
JANET KORNBLATT END 122021
GENERAL COUNSEL	$0	$481,143	$0	$438,024	$0	$924,056	$0	$31,565	$0	$13,344	$0	$1,888,132	$0	$438,024
ROMILLA BATRA
CHIEF MEDICAL OFFICER	$483,434	$0	$340,998	$0	$387,092	$0	$414,183	$0	$9,401	$0	$1,635,108	$0	$706,558	$0
NANCY MONK
CHIEF OPERATIONS OFFICER	$0	$538,640	$0	$466,765	$0	$25,044	$0	$534,779	$0	$47,431	$0	$1,612,659	$0	$466,765
JOSH GOODE
CHIEF INFORMATION OFFICER	$0	$504,279	$0	$374,742	$0	$20,760	$0	$442,859	$0	$10,060	$0	$1,352,700	$0	$374,742
DAVID MILLIGAN END 42021
SVP SALES	$139,984	$0	$208,366	$0	$804,376	$0	$20,895	$0	$5,761	$0	$1,179,382	$0	$494,956	$0
SHERRY STANISLAW
GENERAL MANAGER OFFICER	$413,049	$0	$297,897	$0	$78,558	$0	$343,326	$0	$25,354	$0	$1,158,184	$0	$297,897	$0
KWAN-MOON LEUNG
SVP CHIEF DATA OFFICER	$0	$474,594	$0	$250,756	$0	$70,814	$0	$286,144	$0	$2,809	$0	$1,085,117	$0	$250,756
MICHAEL PLUMB
CHIEF FINANCIAL OFFICER	$482,645	$0	$0	$0	$21,432	$0	$516,706	$0	$26,601	$0	$1,047,384	$0	$0	$0
ADRIENNE MORRELL END 22021
SVP PUBLIC & GOVT AFFAIRS	$0	$68,893	$0	$219,004	$0	$671,662	$0	$16,856	$0	$7,131	$0	$983,546	$0	$312,308
DAN OSTERWEIL END 102021
MEDICAL DIRECTOR	$300,247	$50,000	$196,244	$0	$78,327	$0	$298,082	$0	$2,490	$0	$875,390	$50,000	$196,244	$0
EVE GELB
SVP MBR&COMMUNITY HEALTH	$346,426	$0	$197,053	$0	$53,713	$0	$224,558	$0	$29,186	$0	$850,936	$0	$197,053	$0
SHARONJIT JHAWAR
CVP, CHIEF PHARMACY OFFICER	$404,788	$0	$181,691	$0	$18,882	$0	$194,343	$0	$15,816	$0	$815,520	$0	$180,691	$0
JILL SELBY
SVP PRODUCT DEV & MKT EXP	$0	$364,914	$0	$161,812	$0	$22,561	$0	$243,607	$0	$18,603	$0	$811,497	$0	$161,812
KEVIN KROEKER BEG 72021
SECRETARY/GENERAL COUNSEL	$0	$239,277	$0	$150,000	$0	$21,810	$0	$236,641	$0	$20,937	$0	$668,665	$0	$0
VIRGINIA HAVAI
VP, CONTROLLER	$330,231	$0	$123,384	$0	$22,372	$0	$141,257	$0	$38,427	$0	$655,671	$0	$122,384	$0
ANDREW WHITELOCK
SVP CHIEF RISK EXECUTIVE	$0	$333,643	$0	$182,567	$0	$21,015	$0	$34,316	$0	$1,855	$0	$573,396	$0	$182,567
HANS ECKARDT END 122021
CVP, MARKETING	$357,907	$0	$146,181	$0	$22,424	$0	$20,300	$0	$13,352	$0	$560,164	$0	$145,181	$0
LINDSAY CRAWLEY-HERBERT BEG 42021
CHIEF PEOPLE OFFICER	$0	$249,489	$0	$75,000	$0	$19,024	$0	$175,648	$0	$1,339	$0	$520,500	$0	$0
TERENCE OFFENBERGER END 12021
MEDICAL DIRECTOR	$56,685	$0	$121,457	$0	$313,167	$0	$11,885	$0	$1,191	$0	$504,385	$0	$121,457	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3	COMPENSATION FOR THE CEO WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY SCAN HEALTH PLAN. SCAN GROUP USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN GROUP BOARD OF DIRECTORS.
PART I, LINES 4A-B	PART I, LINE 4A: DURING 2021, THE EMPLOYMENT RELATIONSHIP OF THE FOLLOWING EMPLOYEES OF SCAN GROUP AND SCAN HEALTH PLAN ENDED. IN CONNECTION WITH THE TERMINATION OF EMPLOYMENT, SCAN GROUP AND SCAN HEALTH PLAN NEGOTIATED AND PAID SEVERANCE TO THE EMPLOYEES. JANET KORNBLATT SCAN GROUP - $819,868 (INCLUSIVE OF 457(F)DISTRIBUTIONS) ADRIENNE MORRELL SCAN GROUP - $558,706 (INCLUSIVE OF 457(F)DISTRIBUTIONS) DAVID MILLIGAN SCAN HEALTH PLAN - $484,647 (INCLUSIVE OF 457(F)DISTRIBUTIONS) EMILY ARISON SCAN GROUP - $488,846 TERENCE OFFENBERGER SCAN HEALTH PLAN - $305,512 HOLLY ACKMAN SCAN GROUP - $193,063 PART I - LINE 4B: SCAN GROUP AND SCAN HEALTH PLAN PROVIDE A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: ROMILLA BATRA - $365,660 DAVID MILLIGAN - $299,462 ADRIENNE MORRELL - $93,304 JANET KORNBLATT - $75,225 EVE GELB - $48,902 SHERRY STANISLAW - $48,445 KWAN-MOON LEUNG - $47,702 DEFERRED COMPENSATION FOR 2021, REPORTED ON SCHEDULE J, PART 11, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE CONTRIBUTE TO, UP TO THE SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS ANNUAL LIMITS. 3) 403(B) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFEHARBOR) UP TO THE IRS ANNUAL LIMITS. 4) SCAN GROUP AND SCAN HEALTH PLAN PROVIDE AN INCENTIVE PLAN TO VICE PRESIDENTS AND ABOVE. THE INCENTIVE PLAN IS BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE METRICS. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR. EFFECTIVE JULY 1, 2020, A NEW STRATEGIC INCENTIVE PLAN WAS DEVELOPED FOR THE CEO AND PAYMENTS ARE PAID ANNUALLY IN DECEMBER. 5) IN 2017, UPON RECOMMENDATION BY SCAN'S COMPENSATION CONSULTANT, SULLIVAN COTTER, THE COMPENSATION COMMITTEE APPROVED THE ELIMINATION OF THE DEFERRAL PORTION OF THE INCENTIVE COMPENSATION PLAN EFFECTIVE JANUARY 1, 2018. THE RECOMMENDATION BY SULLIVAN COTTER TO DISCONTINUE THE DEFERRAL COMPONENT OF THE PLAN WAS BASED ON BEST PRACTICES OF OTHER SIMILARLY SITUATED ORGANIZATIONS. THE ELIMINATION OF THE DEFERRAL COMPONENT RESULTED IN DISTRIBUTION TO ALL PARTICIPANTS OF ANY PREVIOUSLY UNPAID CONTRIBUTIONS IN 2017, EXCEPT IN CERTAIN INDIVIDUAL CIRCUMSTANCES THAT ARE GOVERNED BY THE LAW, IN WHICH CASE SCAN ADHERED TO THE GOVERNING PRACTICES.
PART I, LINE 7	BEGINNING IN 2021, THE FIRST DISCRETIONARY PAYMENT WAS MADE AS PART OF THE STRATEGIC INCENTIVE PLAN THAT WAS DEVELOPED FOR THE CEO. THE STRATEGIC BONUS IS A LONG-TERM INCENTIVE AWARD OPPORTUNITY THAT MAY BE EARNED BASED ON THE ACHIEVEMENT OF PREESTABLISHED, WRITTEN PERFORMANCE GOALS OVER A TWO-YEAR PERFORMANCE PERIOD, SUBJECT TO A CAP. PAYMENT OF ANY STRATEGIC BONUS WILL BE CONTINGENT UPON ACHIEVEMENT OF APPLICABLE PERFORMANCE GOALS, CONTINUED EMPLOYMENT THROUGH THE APPLICABLE PAYMENT DATE, AND IS DETERMINED BY THE BOARD OR A SUBCOMMITTEE THEREOF.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE:	5. TRADING AGES: SCAN'S HALLMARK EXPERIENTIAL TRAINING TO HELP BUILD AWARENESS AND SENSITIVITY TO THE AGING PROCESS WAS PRESENTED 28 TIMES TO DIVERSE GROUPS SUCH AS: USC GERONTOLOGY STUDENTS, CSULB GERONTOLOGY STUDENTS, ROSE M. ELDRIDGE SENIOR CENTER, LOS ANGELES COUNTY COMMISSION ON HIV, COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY, CERRITOS SENIOR CENTER, FEEDING SAN DIEGO, ST BARNABAS SENIOR SERVICES, OLIVE COMMUNITY SERVICES, DESTINY HOME HEALTH, DAYLE MCINTOSH CENTER - AGING AND DISABILITY RESOURCE CONNECTION, VISION Y COMPROMISO, ROSEWOOD COURT SENIOR APARTMENT STAFF, MJ HOUSING. A TOTAL OF 682 WERE TRAINED THROUGH THESE CLASSES. 6. ADDRESSING OLDER ADULT HOMELESSNESS: SCAN CONTINUES TO WORK IN PARTNERSHIP WITH THE LOS ANGELES HOUSING SERVICES AUTHORITY TO FOCUS ON THE GROWING OLDER ADULT HOMELESS POPULATION THROUGH WORKING TO COLLABORATE, EDUCATE AND SUPPORT SERVICE DELIVERY AND HEALTH OF OLDER ADULTS. COLLABORATION INCLUDED, PARTICIPATION IN MEETINGS, WORKGROUPS AND OTHER FORUMS TO EDUCATE REGARDING AVAILABLE SERVICES AND RESOURCES TO HELP THIS POPULATION SUCCEED. THESE ACTIVITES INCLUDED WORKING WITH SENIOR HOUSING PROVIDERS, RECOUPERATIVE CARE PROGRAMS AS WELL AS MEDICAL GROUPS. 7. VOLUNTEER TIME OFF (VTO): EMPLOYEES ARE ENCOURAGED TO CONTRIBUTE TO THE SENIORS IN OUR COMMUNITIES THROUGH VOLUNTEERING. A TOTAL OF 4 HOURS PER YEAR OF PAID TIME IS OFFERED DURING BUSINESS HOURS TO ALLOW STAFF THE OPPORTUNITY TO PROVIDE SERVICE AND SUPPORT TO SENIORS WHILE COMBATING ISOLATION AND LONELINESS. IN RESPONSE TO THE PANDEMIC, THE POLICY WAS TEMORARIALLY CHANGED TO 8 HOURS PER WEEK TO RESPOND TO HELPING OLDER PERSONS RECEIVE CRITICAL SERVICES DURING THE PUBLIC HEALTH CRISIS. EXAMPLES OF THESE ACTIVITIES INCLUDE: SOCIAL SUPPORT CALLS, ASSISTING FOOD BANKS WITH PACKING MEALS AND ESSENTIAL GOODS THEN DISTRIBUTING TO DOOR STEPS, VIRTUALLY TEACH OLDER PERSONS WITH USING TECHNOLOGY TO CONNECT WITH PHYSICIANS, FAMILY AND OTHER LOVED ONES, ASSISTING WITH DISTRIBUTION OF PERSONAL PROTECTIVE EQUIPMENT. IN 2021 EMPLOYEES COMPLETED 328 HOURS OF SERVICE THROUGH THIS PROGRAM. 8. COVID RESPONSE: SCAN RESPONDED TO THE PUBLIC HEALTH CRISIS BY SUPPORTING THE MANY VULNERABLE MEMBERS OF OUR COMMUNITY. WAYS THAT WE RESPONDED INCLUDING: ADDITIONALLY, SCAN SUPPLIED CRITICALLY NEEDED SUPPLIES TO MEDICAL OFFICES, COMMUNITY ORGANIZATIONS AND DIRECTLY TO SENIORS IN OUR LOCAL COMMUNITIES TO HELP WITH HEALTH AND SAFETY DURING THIS PUBLIC HEALTH CRISIS. EXAMPLES INCLUDE DISTRIBTUION OF PULSE OXIMETERS, PERSONAL PROTECTION EQUIPMENT SUCH AS MASKS, GLOVES, AND FACE SHIELDS. 9. COVID-19 TESTING SITE: SCAN HEALTH PLAN BECAME A COVID-19 TESTING SITE OPEN TO THE COMMUNITY AT LARGE IN PARTNERSHIP WITH MEMORIAL CARE. THE DRIVE THROUGH SITE LOCATED ON THE SCAN CAMPUS PROVIDED A SAFE RESOURCE FOR THE COMMUNITY TO BE TESTED AND ULTIMATELY RECEIVE APPROPRIATE TREATMENT.
FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE:	E. ALL GRANTEES SUBMIT A QUARTERLY REPORT DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING. THE MANAGER, COMMUNITY OUTREACH AND GIVING, TRACKS AND REVIEWS THE REPORTS TO ENSURE COMPLIANCE. THE MANAGER ADDRESSES ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE THE CAUSE AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE VICE PRESIDENT, IAH, WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE CGC FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. SCAN'S VOLUNTEER ACTION FOR AGING: THROUGH THIS PROGRAM, SCAN RECRUITS, TRAINS AND MANAGES VOLUNTEERS. IN 2021, VOLUNTEERS IN THE COMMUNITY DONATED OVER 2,210 HOURS TO COMPLETE 429 SENIOR SUPPORT EVENTS/PROGRAMS/VIRTUAL CALLS, HOSTED 387 COMMUNITY AND VIRTUAL EVENTS. SCAN HEALTH PLAN COMMUNITY OUTREACH: SCAN HEALTH PLAN HAS A 45 YEAR HISTORY OF CREATING PROGRAMS AND PROVIDING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. SCAN'S EXPERIENCE WITH THIS SEGMENT OF THE POPULATION HAS ALLOWED US TO DEVELOP A UNIQUE EXPERTISE IN GERIATRIC CARE AND HEALTH INTERVENTIONS. SCAN HEALTH PLAN IS COMMITTED TO SHARING THIS SET OF SKILLS AND VAST KNOWLEDGE WITH THE BROADER COMMUNITY BY DEVELOPING COMMUNITY OUTREACH INITIATIVES. THESE INITIATIVES ARE AN IMPORTANT TOOL FOR BRINGING EDUCATION DIRECTLY TO COMMUNITY MEMBERS, AS WELL AS CONTRIBUTING TO REDUCING HEALTH DISPARITIES, AND IMPROVING HEALTH LITERACY, IN PARTICULAR AMONG UNDERSERVED COMMUNITIES. THROUGH OUR OUTREACH ACTIVITIES AND COMMUNITY GIVING PROGRAM, WE WORK TO SUPPORT ACCESS TO BASIC NEEDS SUCH AS FOOD AND NUTRITION, TO ENCOURAGE ACTIVE AND HEALTHY LIFESTYLES, TO ENGAGE OLDER ADULTS IN HEALTH MAINTENANCE, AND TO COLLABORATE WITH LOCAL SERVICE PARTNERS TO MEET GAPS IN COMMUNITY SERVICES. WE DO THIS IN MANY WAYS, BRINGING NEEDED RESOURCES AND A THOUGHTFUL PRESENCE TO OLDER ADULTS AND THEIR SUPPORT NETWORKS THROUGHOUT CALIFORNIA. OUR GOAL IS TO MAKE AN IMPACT IN ALL OF THE COMMUNITIES WE SERVE AND TO IMPROVE THE LIVES OF ALL SENIORS - NOT JUST SCAN MEMBERS. THIS RESPONSIBILITY IS HIGHTENED DURING TIMES OF NATURAL DISASTER AS WELL AS PANDEMIC. SCAN RECOGNIZES THAT ITS RESPONSIBILITY TO THE COMMUNITIES WE SERVE GOES BEYOND BUSINESS AND PROVIDING QUALITY HEALTHCARE. SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM: SCAN SUPPORTED THE FOLLOWING WITH COVID EMERGENCY ASSISTANCE: ABRAZAR, INC, JEWISH COMMUNITY CENTER OF LONG BEACH (ALPERT JEWISH COMMUNITY CENTER), ALTAMED HEALTH SERVICES CORPORATION, ALZHEIMER'S FAMILY SERVICES CENTER (ALZHEIMER'S FAMILY CENTER), ANTELOPE VALLEY PARTNERS FOR HEALTH, CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA, CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE, COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY, COMMUNITY ACTION PARTNERSHIP OF SAN BERNARDINO COUNTY , COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY, COMMUNITY HEALTH ACTION NETWORK, EL SOL NEIGHBORHOOD EDUCATIONAL CENTER, FEEDING SAN DIEGO, FOOD FINDERS, HELPING HAND WORLDWIDE, JEWISH FAMILY SERVICE OF THE DESERT, KHEIR CLINIC, MENTAL HEALTH AMERICA OF LOS ANGELES, MEXICAN AMERICAN OPPORTUNITY FOUNDATION, ONEGENERATION, SERVING SENIORS, COVE COMMUNITIES SENIOR ASSOCIATION (DBA THE JOSLYN CENTER), THE LGBTQ COMMUNITY OF THE DESERT, UNITED AMERICAN INDIAN INVOLVEMENT, VENICE FAMILY CLINIC, WATTS LABOR COMMUNITY ACTION COMMITTEE (WLCAC), HELP ME HELP YOU. IN ADDITION TO COVID EMERGENCY ASSISTANCE, SCAN ALSO CONTINUED TO SUPPORT SAFETY NET ORGANIZATIONS TO EXTEND THEIR REACH TO ALL SENIORS IN NEED. ADDITIONAL SUPPORT WAS GIVEN TO THE FOLLOWING AGENCIES: AGINGNEXT, ALZHEIMER'S ORANGE COUNTY, HUMAN OPTIONS, INC., INSTITUTE ON AGING, JAMBOREE HOUSING CORPORATION, JEWISH FAMILY & CHILDREN'S SERVICE OF LONG BEACH & WEST ORANGE COUNTY, LATINO HEALTH ACCESS (LATINO CENTER FOR PREVENTION AND ACTION IN HEALTH & WELFARE), THE HEALTH TRUST, ONE IN LONG BEACH, INC. (THE LGBTQ CENTER LONG BEACH), PROJECT ANGEL FOOD, PROJECT OPEN HAND, ALZHEIMER'S GREATER LOS ANGELES (ALZHEIMER'S LOS ANGELES), HOPE THROUGH HOUSING FOUNDATION, LATINAS CONTRA CANCER, TURLOCK GOSPEL MISSION, CERES COMMUNITY PROJECT, COMMUNITY ACTION OF NAPA VALLEY, FOOD FOR THOUGHT, FOOD SHARE, MEALS ON WHEELS SAN FRANCISCO, INC., SECOND HARVEST FOOD BANK OF ORANGE COUNTY, INC., ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION, INC. (ALZHEIMER'S ASSOCIATION), ALZHEIMERS COACHELLA VALLEY, ALZHEIMER'S ORANGE COUNTY, AMERICAN HEART ASSOCIATION, INC., AMERICAN SOCIETY ON AGING, CALIFORNIA ASSOCIATION FOR ADULT DAY SERVICES, CATHEDRAL CENTER (CATHEDRAL CITY SENIOR CENTER), CHAPMAN UNIVERSITY, CITY OF LA VERNE, CITY OF SAN BERNARDINO, COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES COUNTY, CONGREGATIONS ORGANIZED FOR PROPHETIC ENGAGEMENT (COPE), CSULB 49ER FOUNDATION, C/O 49ER FOUNDATION, GRANTMAKERS IN AGING, INC., HEALTHY AGING ASSOCIATION, INLAND CAREGIVER RESOURCE CENTER, JANET GOESKE FOUNDATION, JUSTICE IN AGING, GOLDEN RAIN FOUNDATION, LONG BEACH GRAY PANTHERS, NAMI MT. SAN JACINTO, INC., ONEGENERATION, ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH, REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE, RIVERSIDE MEDICAL CLINIC CHARITABLE FOUNDATION, ROLLING START INC, THE LGBTQ COMMUNITY CENTER OF THE DESERT, VISION Y COMPROMISO, AIDS FOOD STORE, INC. IN 2021, SCAN GAVE 51 GRANTS TO 51 ORGANIZATIONS, AND SUPPORTED 35 ORGANIZATIONS THROUGH SPONSORSHIPS. SCAN HEALTH PLAN GAVE $2,000,000 IN GRANTS TO HEALTHCARE IN ACTION, INC. THIS ORGANIZATION WAS FORMED TO PROVIDE AND ARRANGE MEDICAL, HEALTH CARE, AND CARE MANAGEMENT SERVICES TO POPULATIONS EXPERIENCING HOMELESSNESS AND LOW-INCOME MEDICARE AND DUALLY ELIGIBLE MEDICARE-MEDICAID POPULATIONS. FOR THE YEAR ENDING DECEMBER 31, 2021, INDEPENDENCE AT HOME INCURRED $16,956,391 IN PROGRAM EXPENSES INCLUDING GRANTS OF $3,297,983 PAID TO OTHER NON-PROFIT ORGANIZATIONS AND RECEIVED $3,942,238 IN GRANTS.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER OF THE ORGANIZATION IS SCAN GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE SOLE MEMBER OF SCAN HEALTH PLAN HAS THE AUTHORITY TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM OF DELOITTE TAX, LLP WORKING IN CONJUNCTION WITH SCAN'S FINANCE DEPARTMENT. SCAN HEALTH PLAN'S DIRECTOR OF ACCOUNTING HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT AND CONTROLLER OF SCAN HEALTH PLAN. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS CIRCULATED FOR REVIEW AND COMMENT BY RELEVANT MEMBERS OF THE EXECUTIVE TEAM WHO HAVE RESPONSIBILITY FOR AND/OR KNOWLEDGE REGARDING THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS. THE DRAFT FORM 990 IS REVIEW IN PERTINENT PART BY THE COMPENSATION COMMITTEE OF THE BOARD; THE FORM 990 IS PROVIDED IN ITS ENTIRETY TO THE AUDIT AND COMPLIANCE COMMITTEES OF THE BOARD OF DIRECTORS OF SCAN GROUP, AND ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AFTER IT IS PREPARED, AND PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	SCAN HEALTH PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND MEMBERS OF EXECUTIVE MANAGEMENT ARE REQUIRED TO COMPLETE AND SIGN. IN ADDITION, THERE IS ANNUAL MANDATORY COMPLIANCE EDUCATION AND TRAINING AND SCAN'S COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENFORCEMENT OF SCAN'S ROBUST COMPLIANCE PROGRAM, INCLUDING SCAN'S CODE OF CONDUCT AND COMPLIANCE-RELATED POLICIES AND PROCEDURES. MEMBERS OF THE EXECUTIVE TEAM ALSO HAVE RESPONSIBILITY FOR ENFORCEMENT. SCAN'S GENERAL COUNSEL IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE LEGAL DEPARTMENT OF SCAN GROUP MONITORS AND ENFORCES ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER OF SCAN GROUP AND SCAN HEALTH PLAN IS PAID BY SCAN HEALTH PLAN. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO OF SCAN HEALTH PLAN IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN GROUP, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE COMPENSATION OF THE CEO, THE COMPENSATION COMMITTEE WORKS WITH AND RELIES UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR DETERMINING THE CEO'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO SCAN HEALTH PLAN BASED UPON CERTAIN INDUSTRY STANDARD METRICS. THE COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE CEO'S COMPENSATION PACKAGE IN CONSIDERATION OF THE EXECUTIVE COMPENSATION REPORT. QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT, REGARDING SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE. BASED ON THESE DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF SCAN GROUP REGARDING THE COMPENSATION PACKAGE FOR THE CEO FOR THE FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF SCAN GROUP DELIBERATES AND THEN VOTES ON SUCH RECOMMENDATION; THE CEO IS RECUSED FOR THE ENTIRETY OF SUCH DELIBERATIONS AND VOTE. THE MINUTES OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS FOR THESE MEETINGS ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2021 SALARY PACKAGE WAS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER OF SCAN HEALTH PLAN FOLLOWS THE SAME PROCESS AS DESCRIBED ABOVE FOR THE CEO. THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS AND SENIOR VICE PRESIDENTS OF SCAN HEALTH PLAN AND SCAN GROUP IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT OF SCAN GROUP AND CHIEF EXECUTIVE OFFICER (CEO) OF SCAN HEALTH PLAN, WITH THE APPROVAL OF THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN GROUP. ALL OF THE VOTING MEMBERS OF THE COMPENSATION COMMITTEE ARE INDEPENDENT DIRECTORS. IN DETERMINING EACH SCAN HEALTH PLAN EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORK WITH AND RELY UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE HUMAN RESOURCES DEPARTMENT EACH YEAR WHICH FURNISHES THE BASIS FOR THE DETERMINATION OF EACH EMPLOYEE'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR, THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO SCAN HEALTH PLAN BASED ON VARIOUS METRICS. THE CHIEF EXECUTIVE OFFICER (CEO) MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH EMPLOYEE'S COMPENSATION PACKAGE IN LIGHT OF THE EXECUTIVE COMPENSATION REPORT. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY, THE COMPENSATION CONSULTANT, REGARDING THEIR REPORT AND OTHER MATTERS RELEVANT TO THE COMPENSATION PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES FOR THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS.
FORM 990, PART VI, SECTION C, LINE 19	SCAN HEALTH PLAN'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. SCAN HEALTH PLAN'S AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE DEPARTMENT OF MANAGED HEALTHCARE'S WEBSITE AND TAX RETURNS ARE AVAILABLE ON REQUEST.
FORM 990, PART IX, LINE 11G	MEDICAL CLAIMS EXPENSE: PROGRAM SERVICE EXPENSES 3,060,456,443. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,060,456,443. PREMIUM DEFICIENCY RESERVE: PROGRAM SERVICE EXPENSES 49,950,975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,950,975. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 7,024,266. MANAGEMENT AND GENERAL EXPENSES 11,425,801. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,450,067. PHARMACY ADMIN: PROGRAM SERVICE EXPENSES 11,507,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,507,660. LEGAL SETTLEMENT: PROGRAM SERVICE EXPENSES 3,804. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,804.

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 SUITE 100	LONG BEACH	CA	90806	953826037	ADMIN SUPPORT	CA	501(C)(3)	12B, II	N/A	Yes (1)
THE SCAN FOUNDATION
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	450552845	GRANT MAKING	CA	501(C)(3)	12B, II		Yes (1)	SCAN GROUP
SCAN 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 NEVADA INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	854288083	MEDICARE ADVANTAGE	NV	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
SCAN HEALTHCHECK ASSESSMENT CENTERS INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	462962358	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)
ALIVE VENTURES INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	852381604	VENTURE STUDIO	CA	N/A	C	Yes (1)
HEALTHCARE IN ACTION MEDICAL GROUP
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	871942811	HEALTHCARE	CA	N/A	C	Yes (1)
WELCOME HEALTH INC
3800 KILROY AIRPORT WAY SUITE 100	LONG BEACH	CA	90806	863730275	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	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HEALTHCARE IN ACTION INC
B	$2,000,000	BOOK VALUE
SCAN GROUP
P	$113,979,415	BOOK VALUE
SCAN HEALTH PLAN NEVADA INC
Q	$195,594	BOOK VALUE
SCAN DESERT HEALTH PLAN INC
Q	$631,725	BOOK VALUE
SCAN CALIFORNIA MANAGEMENT COMPANY
Q	$250,092	BOOK VALUE
HEALTHCARE IN ACTION INC
Q	$118,766	BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 2:	FormAndLineReferenceDesc
Explanation	THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, PERCENTAGE OF HEADCOUNT, PERCENTAGE OF SCAN MEMBERSHIP, AND/OR THE PERCENTAGE OF BID SUBMISSION, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE.	ExplanationTxt