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SCAN HEALTH PLAN: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SCAN HEALTH PLAN (EIN 95-3858259)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202003179349300005
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T04:30:15-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1695 TOWN CENTER DRIVE SUITE 1200AddressLine1Txt
CityCOSTA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92626ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953858259EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCAN HEALTH PLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCANBusinessNameControlTxt
Phone5629895100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY NO 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908065616ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSACHIN JAINPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone5629895100PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANA MCCUTCHENPreparerPersonNm
PTINP00545657PTIN
Phone7144367100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.168.154.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm08:43:35IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8ED00FC3D33C90338127FF1498BF86E52FF11DAEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSACHIN JAINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY NO 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908065616ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,390,804,028GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SCANHEALTHPLAN.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee1165TotalEmployeeCnt
Total Volunteers1419TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,367,909PYContributionsGrantsAmt
CY Contributions Grants$3,510,542CYContributionsGrantsAmt
PY Program Service Revenue$2,717,815,708PYProgramServiceRevenueAmt
CY Program Service Revenue$3,081,294,600CYProgramServiceRevenueAmt
PY Investment Income$11,027,159PYInvestmentIncomeAmt
CY Investment Income$11,070,961CYInvestmentIncomeAmt
PY Other Revenue-$17,502PYOtherRevenueAmt
CY Other Revenue$10,945CYOtherRevenueAmt
PY Total Revenue$2,732,193,274PYTotalRevenueAmt
CY Total Revenue$3,095,887,048CYTotalRevenueAmt
PY Grants And Similar Paid$892,588PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$914,574CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$95,578,254PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,215,215CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,603,138,959PYOtherExpensesAmt
CY Other Expenses$2,938,667,497CYOtherExpensesAmt
PY Total Expenses$2,699,609,801PYTotalExpensesAmt
CY Total Expenses$3,045,797,286CYTotalExpensesAmt
PY Revenues Less Expenses$32,583,473PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$50,089,762CYRevenuesLessExpensesAmt
Total Assets BOY$621,882,446TotalAssetsBOYAmt
Total Assets EOY$691,763,680TotalAssetsEOYAmt
Total Liabilities BOY$225,018,778TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,792,200TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$396,863,668NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$470,971,480NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,903,473,963ExpenseAmt
Revenue$3,081,294,600RevenueAmt
DescSCAN 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'S 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 MEMBERSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,118,313ExpenseAmt
Grant$914,574GrantAmt
DescINDEPENDENCE 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 & COUNTY CONTRACTS 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 1997, THIS PROGRAM HAS PROVIDED LONG-TERM IN-HOME CARE MANAGEMENT FOR ADULTS 65 PLUS WHO QUALIFY FOR MEDI-CAL. - CALIFORNIA COMMUNITY TRANSITIONS (CCT): THIS PROGRAM ASSISTS WITH THE SAFE TRANSITION FROM HEALTHCARE FACILITIES BACK TO COMMUNITY LIVING.- LOS ANGELES COUNTY'S SUPPORTIVE SERVICES PROGRAM (SSP): THIS PROGRAM INCLUDES CARE MANAGEMENT, PLANNING, AND DAILY LIVING ASSISTANCE SERVICES FOR FUNCTIONALLY IMPAIRED OLDER ADULTS.- 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 ITSROLE 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 MANAGER, COMMUNITY OUTREACH AND GIVING, 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.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 WITHTHE 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 2019, VOLUNTEERS IN THE COMMUNITY DONATED OVER 7,182 HOURS TO COMPLETE 94 SENIOR SUPPORT EVENTS/PROGRAMS, HOSTED 675 COMMUNITY EVENTS, AND DELIVERED 2,100 THANKSGIVING MEALS.SCAN HEALTH PLAN COMMUNITY OUTREACH:SCAN HEALTH PLAN HAS A 43 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 BRINGINGEDUCATION 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 TOBASIC 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.SCAN RECOGNIZES THAT ITS RESPONSIBILITY TO THE COMMUNITIES WE SERVEGOES BEYOND BUSINESS AND PROVIDING QUALITY HEALTHCARE.SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM:SCAN HAS SUPPORTED THE FOLLOWING: COUNCIL ON AGING- SOUTHERN CALIFORNIA, PROJECT ACCESS, SMILES FOR SENIORS, FAMILY SERVICE ASSOCIATION, COACHELLA VALLEY, RESCUE MISSION, HOPE THROUGH HOUSING FOUNDATION, MENTAL HEALTH ASSOCIATION- LOS ANGELES, COUNTY OF RIVERSIDE, CITY OF GLENDALE, JFS OF THE DESERT, SENIOR ADVOCATES OF THE DESERT, ALZHEIMER'S SAN DIEGO, CHRISTIAN OUTREACH APPEAL, ENGAGEABILITY FIRST, AFFORDABLE LIVING FOR THE AGING, ALZHEIMER'S LOS ANGELES, CAREGIVERS VENTURA, CATHOLIC CHARITIES OF LOS ANGELES, CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE, HUMAN OPTIONS, ONEGENERATION, INSTITUTE ON AGING, JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH/WEST ORANGE COUNTY, FALLBROOK HEALTHCARE FOUNDATION, CONEJO VALLEY SENIOR CONCERNS, FOOD FINDERS, FOOD SHARE, LAKEWOOD MEALS ON WHEELS, MEALS ON WHEELS WEST, COLORADO RIVER SENIOR CITIZENS SERVICES, ST. FRANCIS LIVING ROOM, FOOD FOR THOUGHT, VENTURA COUNTY AREA AGENCY ON AGING FOUNDATION, FOODBANK OF SOUTHERN CALIFORNIA, JEWISH FAMILY SERVICE OF SAN DIEGO, SAN FRANCISCO-MARIN FOOD BANK, SECOND HARVEST FOOD BANK OF ORANGE COUNTY, ST. VINCENT MEALS ON WHEELS, LOS ANGELES LGBT CENTER, COMMUNITY ACTION PARTNERSHIP-OC, MEALS ON WHEELS- SAN FRANCISCO, PROJECT ANGEL FOOD, MEALS ON WHEELS SAN DIEGO, SENIORSERV, JUSTICE IN AGING, COMMUNITY SENIORSERV, ALZHEIMER'S ORANGE COUNTY, APLASTIC ANEMIA AND MDS INTERNATIONAL FOUNDATION, ST. BARNABAS SENIOR SERVICES, MEALS ON WHEELS LONG BEACH, LEGACY FILM FESTIVAL ON AGING, SAN FERNANDO VALLEY INTERFAITH COUNCIL, JEWISH FEDERATION, PARTNERS OF PARKS, HUMAN SERVICES ASSOCIATION, UCI FOUNDATION, AMERICAN SOCIETY ON AGING, CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE, CALIFORNIA COMMISSION ON AGING, CSULB GERIATRICS SCHOLARSHIP FUND.IN 2019, SCAN GAVE 45 GRANTS IN 9 COUNTIES, AND SUPPORTED 25ORGANIZATIONS THROUGH SPONSORSHIPS.FOR THE YEAR ENDING DECEMBER 31, 2019, INDEPENDENCE AT HOME INCURRED $14,118,370 IN PROGRAM EXPENSES INCLUDING GRANTS OF $919,574 PAID TOOTHER NON-PROFIT ORGANIZATIONS AND RECEIVED $3,510,550 IN GRANTS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$509,093ExpenseAmt
DescPROVIDER INTEGRATION PROGRAM:SCAN HAS A LONG RECOGNIZED THE IMPORTANCE OF THE PROVIDER NETWORK IN SUPPORTING OUR MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT AND THAT OUR MEMBERS HIGHLY VALUE THEIR RELATIONSHIP WITH THEIR PHYSICIANS. THIS APPRECIATION HAS LED SCAN TO CHARTER THE SCAN PROVIDER INTEGRATION STEERING COMMITTEE, WITH MEMBERSHIP COMING FROM THE CLINICAL AND OPERATIONAL LEADERS OF OUR KEY PHYSICIAN GROUPS AND HEALTH SYSTEMS. A MAIN AREA OF FOCUS FOR THIS EFFORT HAS BEEN QUALITY IMPROVEMENT, INCLUDING SUPPORTING MEDICARE 5 STAR QUALITY PERFORMANCE METRICS. SCAN AND THE PROVIDER ORGANIZATION LEADERS RECOGNIZE THAT IF WE ARE TO SUCCEED IN THE CMS MEDICARE ADVANTAGE 5 STAR PROGRAM WE MUST DO SO AS A COLLECTIVE SYSTEM. THROUGH THIS PROGRAM, SCAN SHARES 5 STAR METRICS AND OTHER QUALITY DATA WITH OUR PROVIDERS.PHYSICIAN GROUP PERFORMANCE ON HEDIS AND PART D QUALITY MEASURES,SUPPORTING IDENTIFICATION OF BEST PRACTICES WITHIN THE SCAN PROVIDERNETWORK. WE INVITE THE PROVIDERS TO SHARE THEIR BEST QUALITYIMPROVEMENT PRACTICES WITH THEIR COLLEAGUES FROM OTHER PROVIDERORGANIZATIONS, HOSTING A WEBINAR SERIES SEVERAL TIMES A YEAR WITH ABEST PRACTICE ORGANIZATION LEADING THE WEBINAR, SHARING THEIRAPPROACHES AND LESSONS LEARNED.SCAN FURTHER SUPPORTS ADVANCES IN CARE FOR SENIORS BY WORKING CLOSELY WITH OUR PROVIDER NETWORKS TO SUPPORT THEIR EFFORTS, KNOWING THAT THE WORK THEY DO TO IMPROVE SYSTEMS AND PROCESSES OF CARE WILL BENEFIT THEIR ENTIRE PATIENT POPULATION.FOR THE YEAR ENDING DECEMBER 31, 2019, THE PROVIDER INTERGRATION PROGRAM INCURRED $509,093 IN PROGRAM EXPENSES. PROVIDER INTEGRATION FOCUSES ON PARTNERING WITH SCAN'S NETWORK MEDICAL GROUPS TO IMPROVE QUALITY AS MEASURED BY A VARIETY OF INDICATORS, INCLUDING BUT NOT LIMITED TO CMS MEDICARE STARS PERFORMANCE. SPECIFICALLY, THIS FUNCTION ENABLES: - SHARING, FACILITATING AND SUPPORTING THE IMPLEMENTATION OF BEST PRACTICES TO IMPROVE CLINICAL OUTCOMES AND MEMBER/PATIENT EXPERIENCE.- HIGHLIGHTING PERSON-CENTERED APPROACH TO CARING FOR HIGH NEEDS SENIORS, WHILE TAILORING BENEFITS, PROGRAMS AND SERVICES TO MEET BOTH MEDICAL AND SOCIAL/SOCIAL DETERMINANTS OF HEALTH NEEDS.- PROMOTING CROSS-ORGANIZATIONAL/CROSS-SECTOR COLLABORATION OTHERWISE NOT READILY AVAILABLE IN THE BROADER HEALTH CARE INDUSTRY.PROVIDER INTEGRATION HOSTS FORUMS WITH EXECUTIVE-LEVEL DECISION MAKERS FROM VARIOUS PROVIDERS TO ENGAGE IN MUTUAL KNOWLEDGE SHARING AROUND QUALITY-FOCUSED INTERVENTIONS (BUSINESS CASE DEVELOPMENT, APPROACH/METHODOLOGY, CRITICAL SUCCESS FACTORS, LESSONS LEARNED). TARGETED DISCUSSIONS CENTER ON THE CLINICAL, OPERATIONAL AND DATA-DRIVEN CONSIDERATIONS REQUIRED TO LAUNCH SUCH PROGRAMS SUCCESSFULLY. MEDICAL GROUP EXECUTIVES UTILIZE THEIR LEARNINGS FROM PROVIDER INTEGRATION TO SPUR ACTION AT THE PROVIDER SITE LEVEL TO IMPROVE THE CARE DELIVERED TO THE BROADER MEDICARE POPULATION. PREVIOUS KNOWLEDGE-SHARING FORUMS HAVE CENTERED ON BEST PRACTICE PROGRAMS TO DRIVE IMPROVEMENT IN MANAGING CHRONIC CONDITIONS (E.G., DIABETES); PROMOTING DISEASE PREVENTION STRATEGIES; MEDICATION ADHERENCE; AND MEMBER SATISFACTION AROUND ACCESS TO CARE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,918,101,369TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4744IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1165EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA HAVAIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5629895100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY STE 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908065616ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER WING
CHIEF EXECUTIVE OFFICER31.508.50Yes (X)Yes (X)$2,278,033$0$1,390,725
FRANCESCA RUIZ DELUZURIAGA
CHAIRPERSON0.8010.00Yes (X)$0$165,000$0
COLLEEN CAIN
DIRECTOR0.679.13Yes (X)$0$142,500$0
JENNIE CHIN HANSEN
DIRECTOR0.6310.02Yes (X)$0$142,000$0
RYAN TRIMBLE
DIRECTOR0.557.75Yes (X)$0$122,000$0
LINDA ROSENSTOCK
DIRECTOR0.736.57Yes (X)$0$110,000$0
PATRICK SEAVER
DIRECTOR0.507.30Yes (X)$0$110,000$0
THOMAS HIGGINS
DIRECTOR0.507.30Yes (X)$0$110,000$0
CHRISTOBEL SELECKY
DIRECTOR0.706.30Yes (X)$0$105,500$0
ANDREW ALLOCCO
DIRECTOR0.605.40Yes (X)$0$90,000$0
BRANDON JONES BEG 719
DIRECTOR0.504.50Yes (X)$0$37,500$0
CELESTE ORTIZ BEG 719
DIRECTOR0.504.50Yes (X)$0$37,500$0
WILLIAM ROTH END 219
PRESIDENT31.508.50Yes (X)$2,702,054$0$27,085
VINOD MOHAN
CFO - DEVELOPMENT OFFICER31.508.50Yes (X)$971,677$0$697,412
JANET KORNBLATT
SECRETARY31.009.00Yes (X)$0$1,050,833$403,747
NANCY MONK
CHIEF OPERATIONS OFFICER31.508.50Yes (X)$0$797,637$575,175
CATHERINE BATTEER END 119
SVP PROVIDER INT & PARTNER0.010.00Yes (X)$1,143,415$0$24,000
JOSH GOODE
CHIEF INFORMATION OFFICER32.008.00Yes (X)$0$690,828$461,840
ROMILLA BATRA
CHIEF MEDICAL OFFICER32.008.00Yes (X)$693,770$0$417,128
SHERRY STANISLAW
GENERAL MANAGER OFFICER32.008.00Yes (X)$576,273$0$368,404
KWAN-MOON LEUNG
SVP CHIEF INFORMATICS OFFICER40.000.00$0$592,842$252,000Yes (X)
ADRIENNE MORRELL
SVP PUBLIC & GOVT AFFAIRS32.008.00$0$507,366$329,090Yes (X)
DAVID MILLIGAN
SVP SALES36.004.00$496,746$0$271,562Yes (X)
EVE GELB
SVP MBR & COMMUNITY HEALTH40.000.00$498,118$0$266,674Yes (X)
ANDREW WHITELOCK
SVP CHIEF RISK EXECUTIVE35.504.50$0$422,754$228,534Yes (X)
RIAZ ALI END 419
SVP CHIEF MARKETING EXECUTIVE36.004.00$336,879$0$28,360Yes (X)
DAN OSTERWEIL
MEDICAL DIRECTOR36.004.00$562,793$25,000$172,110Yes (X)
SHARONJIT JHAWAR
CVP CHIEF PHARMACY OFFICER36.004.00$528,488$0$210,267Yes (X)
YUAN QIN
CVP, ACTUARIAL SERVICES40.000.00$493,645$0$210,562Yes (X)
RUSSELL E BROWER
MEDICAL DIRECTOR39.500.50$451,239$0$195,125Yes (X)
TERENCE OFFENBERGER
MEDICAL DIRECTOR40.000.00$427,880$0$161,251Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,161,010TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,259,260TotReportableCompRltdOrgAmt
Total Other Compensation$6,691,051TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K166IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DAVITA HEALTHCARE PARTNERS PLAN INC
2175 PARK PLACEEL SEGUNDOCA90245MEDICAL SERVICES$598,955,597
EXPRESS SCRIPTS INC
ONE EXPRESS WAYST LOUISMO63121MEDICAL SERVICES$554,204,210
HERITAGE PROVIDER NETWORK
777A FLOWER STGLENDALECA91201MEDICAL SERVICES$316,962,369
MONARCH HEALTH PLAN
7 TECHNOLOGY DRIRVINECA92618MEDICAL SERVICES$124,421,502
EPIC HEALTH PLAN
10393 ENTERPRISES DRREDLANDSCA92374MEDICAL SERVICES$119,090,442
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K237CntrctRcvdGreaterThan100KCnt
Government Grants$3,510,542GovernmentGrantsAmt
Total Contributions$3,510,542TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICARE PREMIUMS900099$3,012,890,332$3,012,890,332
MEDI-CAL PREMIUMS900099$68,404,268$68,404,268
FieldValueIRS element (for citing)
Total Program Service Revenue$3,081,294,600TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,394,722TotalRevenueColumnAmt
Exclusion$10,394,722ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$295,593,219SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$294,916,980SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$676,239SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$676,239TotalRevenueColumnAmt
Exclusion$676,239ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
LEGAL SETTLEMENT REVEN900099$10,000$10,000
CLAIMS REFUND REVENUE900099$945$945
FieldValueIRS element (for citing)
Other Revenue Total$10,945OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,095,887,048TotalRevenueColumnAmt
Related Or Exempt Func Income$3,081,294,600RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,081,906ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$914,574TotalAmt
Program Services$914,574ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$9,696,965TotalAmt
Program Services$4,945,452ProgramServicesAmt
Management And General$4,751,513ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$75,971,048TotalAmt
Program Services$50,161,666ProgramServicesAmt
Management And General$25,809,382ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,562,374TotalAmt
Program Services$4,025,456ProgramServicesAmt
Management And General$2,536,918ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,385,713TotalAmt
Program Services$5,483,682ProgramServicesAmt
Management And General$2,902,031ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,599,115TotalAmt
Program Services$3,662,622ProgramServicesAmt
Management And General$1,936,493ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$48,551TotalAmt
Program Services$48,456ProgramServicesAmt
Management And General$95ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$301,841TotalAmt
Program Services$166,136ProgramServicesAmt
Management And General$135,705ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,311,296TotalAmt
Program Services$668,761ProgramServicesAmt
Management And General$642,535ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$976,070TotalAmt
Program Services$497,796ProgramServicesAmt
Management And General$478,274ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,770,514,461TotalAmt
Program Services$2,745,295,165ProgramServicesAmt
Management And General$25,219,296ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,174,963TotalAmt
Program Services$6,835,926ProgramServicesAmt
Management And General$6,339,037ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,271,515TotalAmt
Program Services$1,213,935ProgramServicesAmt
Management And General$1,057,580ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,229,975TotalAmt
Program Services$1,257,324ProgramServicesAmt
Management And General$972,651ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$596,634TotalAmt
Program Services$567,465ProgramServicesAmt
Management And General$29,169ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,126,999TotalAmt
Program Services$725,946ProgramServicesAmt
Management And General$401,053ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$124,294TotalAmt
Program Services$75,681ProgramServicesAmt
Management And General$48,613ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,986,406TotalAmt
Management And General$4,986,406ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,037TotalAmt
Program Services$27,037ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ALLOCATION TO AFFLIATE$100,135,230$51,068,967$49,066,263
BROKER COMMISSIONS$39,934,313$39,934,313$0
FEDERAL, STATE, COUNTY$660,114$343,482$316,632
DUES AND SUBSCRIPTIONS$258,378$162,548$95,830

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$10,580TotalAmt
Program Services$18,979ProgramServicesAmt
Management And General-$29,559ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,045,797,286TotalAmt
Program Services$2,918,101,369ProgramServicesAmt
Management And General$127,695,917ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$9,666,253BOYAmt
EOY-$4,219,734EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$152,678,673BOYAmt
EOY$149,469,220EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$113,052,737BOYAmt
EOY$152,373,421EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,879,553BOYAmt
EOY$4,646,234EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$71,599,727LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,554,928LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$16,746,914BOYAmt
EOY$15,044,799EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$99,670,142BOYAmt
EOY$120,643,091EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$243,220,680BOYAmt
EOY$253,506,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$300,000BOYAmt
EOY$300,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$621,882,446BOYAmt
EOY$691,763,680EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$204,992,394BOYAmt
EOY$211,975,941EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,685BOYAmt
EOY$2,472EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,885,824BOYAmt
EOY$2,254,135EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,133,875BOYAmt
EOY$6,559,652EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$225,018,778BOYAmt
EOY$220,792,200EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$396,863,668BOYAmt
EOY$470,971,480EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$396,863,668BOYAmt
EOY$470,971,480EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$621,882,446BOYAmt
EOY$691,763,680EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$50,089,762ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$24,018,050NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,742,566CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,695,334CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,557,140CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,367,909CurrentTaxYearMinus1YearAmt
Current Tax Year$3,510,542CurrentTaxYearAmt
Total$17,873,491TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,165,129,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,247,839,714CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,563,219,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,717,815,709CurrentTaxYearMinus1YearAmt
Current Tax Year$3,081,294,600CurrentTaxYearAmt
Total$12,775,298,870TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,168,871,940CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,251,535,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,566,776,613CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,721,183,618CurrentTaxYearMinus1YearAmt
Current Tax Year$3,084,805,142CurrentTaxYearAmt
Total$12,793,172,361TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,793,172,361PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,616,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,240,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,473,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,686,929CurrentTaxYearMinus1YearAmt
Current Tax Year$10,394,722CurrentTaxYearAmt
Total$42,411,349TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,616,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,240,162CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,473,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,686,929CurrentTaxYearMinus1YearAmt
Current Tax Year$10,394,722CurrentTaxYearAmt
Total$42,411,349TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$1,791CurrentTaxYearMinus1YearAmt
Current Tax Year$10,945CurrentTaxYearAmt
Total$12,736TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,177,487,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,258,775,210CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,574,250,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,729,872,338CurrentTaxYearMinus1YearAmt
Current Tax Year$3,095,210,809CurrentTaxYearAmt
Total$12,835,596,446TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99670PublicSupportCY509Pct
Public Support PY5090.99640PublicSupportPY509Pct
Investment Income CY0.00330InvestmentIncomeCYPct
Investment Income PY0.00360InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,791. 2019 AMOUNT: $ 10,945.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$1,230,434DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$80,862OtherActivitiesAmt
Total Lobbying Expenditures$1,311,296TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-BFormAndLineReferenceDesc
ExplanationLOBBYING 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

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,649,583OtherCostOrOtherBasisAmt
Depreciation$20,386,590DepreciationAmt
Book Value$7,262,993BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,745,825OtherCostOrOtherBasisAmt
Depreciation$13,485,711DepreciationAmt
Book Value$3,260,114BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,204,319OtherCostOrOtherBasisAmt
Depreciation$22,682,627DepreciationAmt
Book Value$4,521,692BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,044,799TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US GOVERNMENT & AGENCY OBLIGATIONS$47,970,322F
CORPORATE BONDS$57,773,055F
ASSET-BACKED SECURITIES$25,954,869F
MORTGAGE-BACKED SECURITIES$110,964,677F
COMMINGLED FUNDS$10,843,726F
FieldValueIRS element (for citing)
Total Book Value Securities$253,506,649TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED COMPENSATION LIABILITY$6,535,652
DEFERRED LIABILITY AMEX$24,000
FieldValueIRS element (for citing)
Total Liability$6,559,652TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,118,929,028TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$24,018,050NetUnrealizedGainsInvstAmt
Revenue Not Reported$24,018,050RevenueNotReportedAmt
Revenue Subtotal$3,094,910,978RevenueSubtotalAmt
Investment Expenses Not Incld$976,070InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$976,070RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,095,887,048TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,044,821,216TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,044,821,216ExpensesSubtotalAmt
Investment Expenses Not Incld2$976,070InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$976,070ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,045,797,286TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationUNDER 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, 2019 AND 2018, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (58 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDescAddress Line2USAddress/AddressLine2Txt
ABILITY FIRST
1300 EAST GREEN STREETPASADENACA91106951690983$5,000SCANS FUNDS WILL SUPPORT THE SENIOR AQUATICS CLASSES, PROVIDING OPPORTUNITIES TO ENHANCE PHYSICAL FITNESS AND SOCIALIZATION FOR SENIORS IN LONG BEACH.
AFFORDABLE LIVING FOR THE AGING
2029 CENTURY PARK EAST SUITE 4393LOS ANGELESCA90067953301874$25,000FUNDS WILL SUPPORT ALAS SHARED HOUSING PROGRAM, MATCHING 30 LOW-INCOME HOUSING SEEKERS WITH 30 SENIORS IN NEED OF FINANCIAL AND/OR DAILY LIVING SUPPORT.501(C)(3)
ALZHEIMER'S LOS ANGELES
4221 WILSHITE BLVD SUITE 400LOS ANGELESCA90010953718119$20,000A GRANT FROM SCAN WILL SUPPORT ALZHEIMERS LOS ANGELES INLAND EMPIRE FAMILY SUPPORT PROGRAM, PROVIDING SUPPORT SERVICES AND EDUCATION FOR FAMILY CAREGIVERS OF INDIVIDUALS WITH ALZHEIMERS DISEASE IN RIVERSIDE AND SAN BERNARDINO COUNTIES.501(C)(3)
ALZHEIMER'S SAN DIEGO
6632 CONVOY COURTSAN DIEGOCA92111475534541$15,000FUNDS WILL HELP SUPPORT CONFESSIONS OF A CAREGIVER WORKSHOPS AND ALZ COMPANIONS, A VOLUNTEER-BASED RESPITE PROGRAM FOR CAREGIVERS.501(C)(3)
AMERICAN SOCIETY ON AGING
575 MARKET ST SUITE 2100SAN FRANCISCOCA94105942292868$6,000ASA CONFERENCE-AGING TODAY501(C)(3)
AVIA
515 N STATE STREET3RD FLOORCHICAGOIL60654460825548$15,000DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.
CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE
PO BOX 800371SANTA CLARITACA91380942552489$27,500FALL SUMMIT501(C)(3)
CAREGIVERS VOLUNTEERS ASSISTING THE ELDERLY
1765 GOODYEAR AVENUE SUITE 205VENTURACA93003770081692$15,000FUNDS WILL SUPPORT THE EXPANSION OF THE BUILDING BRIDGES INTERGENERATIONAL PROGRAM WHICH AIMS TO BOTH COMBAT SENIOR SOCIAL ISOLATION AND PROVIDE PHYSICAL HELP THROUGH CHORES, ERRANDS AND TRANSPORTATION.501(C)(3)
CATHOLIC CHARITIES OF LOS ANGELES
1531 JAMES M WOOD BOULEVARDLOS ANGELESCA90015951690973$5,000SCANS FUNDS WILL SUPPORT THE OASIS PROGRAM, WHICH ASSISTS LOW-INCOME SENIORS WITH NEEDS ASSESSMENTS, NUTRITION, RENTAL AND UTILITIES ASSISTANCE, ACCESS TO MEDICAL CARE AND EQUIPMENT, AND REFERRALS TO PARTNER AGENCIES.501(C)(3)
CENTER FOR HIGHER AMBITION LEADERSHIP
668 N COAST HWYSUITE 319LAGUNA BEACHCA92651900875514$100,000DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.501(C)(3)
CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE
PO BOX 276CUPERTINOCA92015260895114$10,000A GRANT FROM SCAN WILL SUPPORT THE EXPANSION OF THE VOLUNTEER PATIENT AMBASSADORS PROGRAM INCREASING THE NUMBER OF BILINGUAL ENGLISH AND MANDARIN/CANTONESE-SPEAKING VOLUNTEERS, WHO WILL PROVIDE OVER 3,000 VISITS IN LOCAL HOSPITALS TO COMPLETE ADVANCE HEALTH CARE DIRECTIVES AND FACILITATE DISCUSSIONS AMONG PATIENTS, FAMILY MEMBERS AND HEALTHCARE PROVIDERS TO ENSURE WISHES ARE HONORED. THE GRANT WILL ALSO SUPPORT COMMUNITY EDUCATION EFFORTS THROUGH ADVANCE CARE PLANNING WORKSHOPS, HEART TO HEART CAFS AND STARTING THE CONVERSATION EVENTS.501(C)(3)
CHRISTIAN OUTREACH IN ACTION
515 E 3RD STLONG BEACHCA90802330008271$5,000FUNDS WILL HELP SECURE MATERIALS AND ITEMS NEEDED TO HOST SIX SENIOR WELLNESS DAYS, WHERE SENIORS WILL BE PROVIDED WITH HEALTH SCREENINGS, AS WELL AS A HYGIENE KIT, HOT MEAL AND A BAG OF FRESH PRODUCE.501(C)(3)
CITY OF GLENDALE
613 EAST BROADWAY STREET ROOM 120GLENDALECA91206956000714$5,000FUNDS WILL PROVIDE DIRECT ASSISTANCE TO SENIORS IN THE CITY OF GLENDALE FACING UNEXPECTED HEALTH AND LIVING EXPENSES.501(C)(3)
COACHELLA VALLEY RESCUE MISSION
PO BOX 10660INDIOCA92202952684844$10,000FUNDS WILL PROVIDE TIMELY, DIRECT ASSISTANCE TO LOW-INCOME, ELDERLY OR DISABLED ADULTS AND THEIR CAREGIVERS WHO ARE EXPERIENCING UNEXPECTED CIRCUMSTANCES AND/OR EXPENSES.501(C)(3)
COLORADO RIVER SENIOR CITIZENS SERVICES
HCR 20 BOX 3408BLYTHECA92225330143646$5,000A SCAN GRANT WILL SUPPORT COLORADO RIVER SENIOR CITIZENS SERVICES TO DELIVER MEALS-ON-WHEELS AND SOCIAL CONNECTEDNESS TO HOME BOUND SENIORS IN RURAL RIVERSIDE COUNTY.501(C)(3)
COMMUNITY ACTION PARTNERSHIP-OC
11870 MONARCH STREETGARDEN GROVECA92841952452787$10,000A SCAN GRANT WILL SUPPORT THE ACQUISITION AND DISTRIBUTION OF FRESH PRODUCE TO LOW-INCOME SENIORS THROUGH ITS OC FOOD BANKS FARM TO SENIORS FRESH PRODUCE PROGRAM.501(C)(3)
COMMUNITY MEMORIAL HEALTH SYSTEM
2705 LOMA VISTA ROAD SUITE 201VENTURACA93003951683892$5,500DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.501(C)(3)
CONEJO VALLEY SENIOR CONCERNS
401 HODENCAMP ROADTHOUSAND OAKSCA91360952992927$20,000FUNDS WILL PROVIDE 2,000 FRESHLY PREPARED MEALS TO LOW INCOME, HOMEBOUND SENIORS. DAILY WELLNESS CHECKS ARE PROVIDED AT THE TIME OF MEAL DELIVERY.501(C)(3)
COUNCIL ON AGING- SOUTHERN CALIFORNIA
2 EXECUTIVE CIRCLE SUITE 175IRVINECA92614952874089$10,000FUNDS WILL BE USED TO SUPPORT THE GIVE A HOOT FUND TO PROVIDE TIMELY, DIRECT ASSISTANCE TO LOW-INCOME SENIORS OR DISABLED ADULTS AND THEIR CAREGIVERS WHO ARE EXPERIENCING UNEXPECTED CIRCUMSTANCE AND/OR EXPENSES.501(C)(3)
COUNTY OF RIVERSIDE
6296 RIVER CREST DRIVE SUITE KRIVERSIDECA92507956000930$15,000SCAN GRANT FUNDS WILL BE USED FOR THE PURCHASE AND/OR ARRANGEMENT OF A VARIETY OF COMPREHENSIVE ASSISTANCE SERVICES NECESSARY TO MEET THE BASIC NEEDS AND FOOD SECURITY NECESSITIES OF FRAIL, ELDERLY AND/OR FUNCTIONALLY IMPAIRED ADULTS (55 YEARS OLD AND OLDER).501(C)(3)
CSULB SCHOLARSHIP FUND
1250 BELLFLOWER BLVD ET-200LONG BEACHCA90840452163910$52,500SCHOLARSHIP FUND501(C)(3)
ENGAGE
240 E VERDUGO AVE SUITE 100BURBANKCA91502800001152$20,000FUNDS WILL PROVIDE 20 LBS. OF FOOD PER MONTH TO 800 SENIOR RESIDENTS OF ENGAGE SENIOR ARTS COLONIES AND ENSURE THAT RESIDENTS HAVE ACCESS TO FRESH AND HEALTHY FOODS THROUGH COMMUNAL GARDENS THAT RELIEVE SOCIAL ISOLATION.501(C)(3)
FALLBROOK HEALTHCARE FOUNDATION
PO BOX 2155FALLBROOKCA92088953389263$20,000SCAN COMMUNITY GIVING FUNDS WILL SUPPORT DIRECT OPERATING EXPENSES FOR THE CARE VAN PROGRAM TO ENSURE THAT ALL CLIENTS CAN ACCESS TRANSPORTATION TO AND FROM MEDICAL, RETAIL, AND SOCIAL OUTLETS.501(C)(3)
FAMILY SERVICE ASSOCIATION
21250 BOX SPRINGS ROAD SUITE 215MORENO VALLEYCA92557951803694$10,000FUNDS WILL PROVIDE ACCESS TO BASIC NECESSITIES FOR SENIORS THAT ARE NEEDED TO SURVIVE ON AN EMERGENCY BASIS. CLIENTS WILL ALSO RECEIVE FOLLOW UP AND ONGOING SUPPORT AS PART OF THEIR ONGOING CASE MANAGEMENT SERVICES.501(C)(3)
FOOD FINDERS
3744 N INDUSTRY AVE 401LAKEWOODCA90712330412749$5,000FUNDS WILL PROVIDE SUPPORT TO THE FOOD RESCUE/DISTRIBUTION PROGRAM TO PURCHASE FOOD ITEMS AND SPECIAL REQUEST PURCHASES FOR ITEMS LIKE HYGIENE AND PERSONAL CARE.501(C)(3)
FOOD FOR THOUGHT
PO BOX 1608FORESTVILLECA95436680181095$5,000A GRANT FROM SCAN COMMUNITY GIVING WILL BE USED TO PURCHASE FOOD AT A WHOLESALE RATE, WHICH WE WILL THEN PROVIDE FREE OF CHARGE TO OUR CLIENTS.501(C)(3)
FOOD SHARE
4156 SOUTHBANK RDOXNARDCA93036770018162$15,000SCAN COMMUNITY GIVING FUNDS WILL SUPPORT THE SENIOR SHARE AND COMMODITY SUPPLEMENTAL FOOD PROGRAM (CSFP) INITIATIVES.501(C)(3)
FOODBANK OF SOUTHERN CALIFORNIA
1444 SAN FRANCISCO AVENUELONG BEACHCA90813953557056$10,000A GRANT FROM SCAN WILL SUPPORT THE BROWN BAG NETWORK PROGRAM FOR SENIORS, PROVIDING BI-WEEKLY, NUTRITIOUS MEALS FOR LOW-INCOME SENIORS IN LOS ANGELES COUNTY.501(C)(3)
HEALTH INDUSTRY COLLABORATION EFFORT OF CALIFORNIA
17360 BROOKHURST STREETFOUNTAIN VALLEYCA92708900130332$40,000DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.501(C)(3)
HOPE THROUGH HOUSING FOUNDATION
9421 HAVEN AVERANCHO CUCAMONGACA91730330802554$10,000A GRANT FROM SCAN WILL HELP OUR LOW-INCOME AFFORDABLE HOUSING SENIORS WITH THEIR HEALTH AND MEDICAL EXPENSES, TRANSPORTATION, FOOD COSTS, RENT, AND OTHER BASIC/EMERGENCY NEEDS WHEN NO OTHER FUNDING IS AVAILABLE TO MEET THEIR NEEDS.501(C)(3)
HUMAN OPTIONS
5540 TRABUCO ROAD SUITE 100IRVINECA92620953667817$10,000A GRANT FROM SCAN WILL SUPPORT THE SAFE OPTIONS FOR SENIORS (SOS) PROGRAM501(C)(3)
INSTITUTE ON AGING
3575 GEARY BLVDSAN FRANCISCOCA94115942978977$25,000FUNDS WILL SUPPORT THE FRIENDSHIP LINE, THE ONLY ACCREDITED CRISIS LINE IN THE NATION SPECIFICALLY FOR OLDER ADULTS. THE FRIENDSHIP LINE PROVIDES 24-HOUR CRISIS SUPPORT SERVICES AND A COMMUNITY CONNECTION FOR ISOLATED OLDER ADULTS.501(C)(3)
JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACHWEST ORANGE COUNTY
3801 E WILLOW STREETLONG BEACHCA90815952273033$15,000A GRANT FROM SCAN WILL SUPPORT JEWISH FAMILY AND CHILDRENS SERVICES OLDER ADULT SERVICES PROGRAM, PROVIDING COMMUNITY-BASED CARE AND COMPREHENSIVE SOCIAL SERVICES THAT ADDRESSES SOCIAL DETERMINANTS OF HEALTH AND PROMOTES INDEPENDENT LIVING IN SENIORS IN LONG BEACH AND WEST ORANGE COUNTY.501(C)(3)
JEWISH FAMILY SERVICE OF SAN DIEGO
8804 BALBOA AVESAN DIEGOCA92123951644024$10,000A SCAN GRANT WILL PROVIDE SUBSIDIZED, NOURISHING MEALS AND FRIENDSHIP/SOCIALIZATION SO THAT CLIENTS CAN REMAIN SELF-SUFFICIENT IN THEIR OWN HOMES AS LONG AS POSSIBLE.501(C)(3)
JFS OF THE DESERT
290 S FARRELL DRIVE SUITE C208PALM SPRINGSCA92262330613083$15,000A GRANT FROM SCAN COMMUNITY GIVING WILL PROVIDE EMERGENCY ASSISTANCE TO OLDER ADULTS WHO ARE OFTEN ISOLATED AND ON FIXED INCOMES.501(C)(3)
JUSTICE IN AGING
1444 EYE ST NW STE 1100WASHINGTONDC20005953132674$5,000LA EVENT501(C)(3)
LAKEWOOD MEALS ON WHEELS
5510 CLARK AVELAKEWOODCA90712952929207$5,000A SCAN GRANT WILL PROVIDE SUBSIDIZED, NOURISHING MEALS AND FRIENDSHIP SO THAT CLIENTS CAN REMAIN SELF-SUFFICIENT IN THEIR OWN HOMES AS LONG AS POSSIBLE.501(C)(3)
LOS ANGELES JEWISH SYMPHONY
17455 LA CUESTA LANEENCINOCA91316912154625$15,000DONATION.501(C)(3)
LOS ANGELES LGBT CENTER
PO BOX 2988LOS ANGELESCA90078953567895$10,000A SCAN GRANT AWARD WILL SUPPORT THE SENIOR SERVICES FOOD INSECURITY INITIATIVE, WHICH SUPPORTS AGING IN COMMUNITY BY PROVIDING SENIORS WITH FREE GROCERIES AND A HEALTHY LUNCH IN A COMMUNAL SETTING.501(C)(3)
MEALS ON WHEELS SAN DIEGO
2254 SAN DIEGO AVENUE SUITE 200SAN DIEGOCA92110952660509$20,000SCAN FUNDS WILL BE USED TO PURCHASE FOOD AND PACKAGING FOR 8,888 MEALS TO BE DELIVERED TO HOMEBOUND SENIORS THROUGHOUT SAN DIEGO COUNTY (FOOD AND PACKAGING DIRECT COST IS $2.25 PER MEAL). EACH MEAL DELIVERY IS ACCOMPANIED BY A SAFETY CHECK AND SOCIAL VISIT TO IMPROVE THE PHYSICAL AND MENTAL HEALTH OF EACH SENIOR CLIENT.501(C)(3)
MEALS ON WHEELS- SAN FRANCISCO
1375 FAIRFAX AVESAN FRANCISCOCA94124941741155$15,000SCAN COMMUNITY GIVING FUNDS WILL SUPPORT HOME DELIVERED MEALS TO HOMEBOUND SENIORS AND SUPPORT TWO BAGS OF WEEKLY GROCERIES TO 500 SENIORS WHO CAN STILL COOK FOR THEMSELVES, BUT ARE UNABLE TO GET OUT TO FOOD PANTRIES FOR GROCERIES.501(C)(3)
MEALS ON WHEELS WEST
1823-A MICHIGAN AVENUESANTA MONICACA90404954847907$15,000FUNDS WILL BE UTILIZED TO SUPPORT FOOD AND NUTRITION PROGRAMS AT MEALS ON WHEELS WEST PROVIDING FOR HOMEBOUND INDIVIDUALS WHO ARE UNABLE TO PURCHASE OR PREPARE MEALS.501(C)(3)
MEHER MOUNT CORP
9902 SULPHUR MOUNTAIN ROADOJAICA93023770236525$10,000DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.501(C)(3)
MENTAL HEALTH ASSOCIATION- LOS ANGELES
200 PINE AVENUE SUITE 400LONG BEACHCA90802951881491$5,000A GRANT FROM SCAN WILL PROVIDE ITEMS OR SERVICES THAT WILL FULFILL UNMET SOCIAL DETERMINANTS OF HEALTH AND QUALITY OF LIFE NEEDS OF OLDER ADULTS.501(C)(3)
ONEGENERATION
17400 VICTORY BLVDVAN NUYSCA91406954066979$20,000A GRANT FROM SCAN WILL SUPPORT THE ADULT DAY CARE SERVICES, PROVIDING CARE FOR SENIORS WHILE THEIR LOVED ONES AND CAREGIVERS ARE AT WORK.501(C)(3)
ORANGE COUNTY TECHNOLOGY ACTION NETWORK
65 ENTERPRISESUITE 330ALISO VIEJOCA92656043723991$8,000DONATION FOR ORGANIZATION TO FURTHER SCAN'S MISSION TO KEEP SENIORS HEALTHY AND INDEPENDENT.501(C)(6)
PACIFIC BUSINESS GROUP ON HEALTH
575 MARKET ST SUITE 600SAN FRANCISCOCA94105943093623$27,000CALIFORNIA QUALITY COLLABORATIVE501(C)(3)
PROJECT ACCESS
2100 W ORANGEWOOD AVE 230ORANGECA92868330834635$10,000FUNDS WILL BE USED TO PROVIDE TIMELY, DIRECT ASSISTANCE TO LOW-INCOME SENIORS OR DISABLED ADULTS AND THEIR CAREGIVERS WHO ARE EXPERIENCING UNEXPECTED CIRCUMSTANCE AND/OR EXPENSES.501(C)(3)
PROJECT ANGEL FOOD
922 VINE STREETLOS ANGELESCA90038954115863$20,000A SCAN GRANT WILL SUPPORT PROJECT ANGEL FOODS HOME-DELIVERED MEALS PROGRAM TO SENIORS DEALING WITH ILLNESS, PROVIDING THEM WITH INDIVIDUALIZED NUTRITION TAILORED TO THEIR OWN MEDICAL NEEDS.501(C)(3)
SAN FRANCISCO-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107943041517$10,000SCAN FUNDS WILL SUPPORT THE FOOD BANKS SENIOR FOOD ASSISTANCE PROGRAMS WHICH PROVIDE SENIORS WITH FRESH FRUITS, VEGETABLES, LEAN PROTEINS AND WHOLE GRAINS THROUGH FARMERS MARKET STYLE DISTRIBUTIONS AND HOME-DELIVERY ON A WEEKLY BASIS.501(C)(3)
SECOND HARVEST FOOD BANK OF ORANGE COUNTY
8014 MARINE WAYIRVINECA92618320362611$20,000SCANS FUNDS WILL SUPPORT SECOND HARVESTS SENIOR HUNGER STRATEGY INITIATIVES. THIS INCLUDES SECOND HARVESTS PARK-IT MARKET A FIRST-OF-ITS-KIND, PARTIALLY-REFRIGERATED, FREE MARKET FOR SENIORS TRAVELS MONDAY- FRIDAY ON SCHEDULED WEEKLY VISITS TO LOCAL SENIOR CENTERS AND LOW-INCOME SENIOR APARTMENT COMPLEXES.501(C)(3)
SENIOR ADVOCATES OF THE DESERT
PO BOX 2827CATHEDRAL CITYCA92235454219977$5,000A GRANT FROM SCAN COMMUNITY GIVING WILL HELP PROVIDE EMERGENCY ASSISTANCE TO AT RISK SENIORS LIVING IN THE COACHELLA VALLEY WHO HAVE NO ASSETS OR RESOURCES AVAILABLE TO THEM TO REMEDIATE A FINANCIAL EMERGENCY THREATENING THEIR HEALTH, SAFETY OR WELL-BEING.501(C)(3)
SENIORSERV
1200 N KNOLLWOOD CIRCLEANAHEIMCA92801952771715$20,000FUNDS ENABLE SENIORSERV TO PROVIDE AN ADDITIONAL 11,364 NUTRITIOUS MEALS, HELPING THE AGENCY COMBAT FOOD INSECURITY, LONELINESS, AND DIMINISHED QUALITY OF LIFE FOR OLDER ADULTS IN THE COMMUNITY.501(C)(3)
SMILES FOR SENIORS
24910 AVE CYUCAIPACA92399260373602$10,000FUNDS WILL PROVIDE ACCESS TO BASIC NECESSITIES FOR SENIORS THAT ARE NEEDED TO SURVIVE ON AN EMERGENCY BASIS.501(C)(3)
ST FRANCIS LIVING ROOM
350 GOLDEN GATE AVESAN FRANCISCOCA94102743159355$5,000SCAN FUNDS WILL ENABLE ST. FRANCIS LIVING ROOM TO SERVE MORE LOW-INCOME, AT-RISK SENIORS THROUGH ITS HEALTHY BREAKFAST PROGRAM, PROVING MEALS AND SOCIALIZATION FOR SENIORS IN THE CITY OF SAN FRANCISCO.501(C)(3)
ST VINCENT MEALS ON WHEELS
2303 MIRAMAR STREETLOS ANGELESCA90057953696693$10,000THE SCAN COMMUNITY GIVING FUNDS WILL BE UTILIZED TO PROVIDE CORE SUPPORT FOR NUTRITIOUS AND MEDICALLY TAILORED MEALS TO THE MOST DISADVANTAGED AND AT RISK HOMEBOUND SENIORS WHOM WE SERVE.501(C)(3)
UCI FOUNDATION
THE PAUL MERAGE SCHOOL OF BUSINESSIRVINECA92697952540117$10,000HEALTH CARE FORECAST CONFERENCE501(C)(3)SB2 230
VENTURA COUNTY AREA AGENCY ON AGING FOUNDATION
646 COUNTY SQUARE DRIVE SUITE 100VENTURACA93003770168920$20,000SCAN FUNDS WILL BE UTILIZED TO DIRECTLY SUPPORT THE VENTURA COUNTY AREA AGENCY ON AGING FOUNDATION BY FUNDING 2,759 ADDITIONAL HOME-DELIVERED MEALS TO SENIORS AND ADULTS WITH DISABILITIES.501(C)(3)
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRISTOPHER WING
CHIEF EXECUTIVE OFFICER$763,956$0$1,016,400$0$497,677$0$1,363,111$0$27,614$0$3,668,758$0$1,326,697$0
FRANCESCA RUIZ DELUZURIAGA
CHAIRPERSON$0$165,000$0$0$0$0$0$0$0$0$0$165,000$0$0
WILLIAM ROTH END 219
PRESIDENT$171,269$0$0$0$2,530,785$0$19,600$0$7,485$0$2,729,139$0$952,799$0
VINOD MOHAN
CFO - DEVELOPMENT OFFICER$541,461$0$409,284$0$20,932$0$654,622$0$42,790$0$1,669,089$0$409,234$0
JANET KORNBLATT
SECRETARY$0$397,453$0$382,981$0$270,399$0$388,600$0$15,147$0$1,454,580$0$572,936
NANCY MONK
CHIEF OPERATIONS OFFICER$0$440,197$0$334,828$0$22,612$0$531,581$0$43,594$0$1,372,812$0$334,828
CATHERINE BATTEER END 119
SVP PROVIDER INT & PARTNER$59,867$0$0$0$1,083,548$0$19,600$0$4,400$0$1,167,415$0$277,695$0
JOSH GOODE
CHIEF INFORMATION OFFICER$0$434,291$0$236,277$0$20,260$0$451,348$0$10,492$0$1,152,668$0$236,227
ROMILLA BATRA
CHIEF MEDICAL OFFICER$394,971$0$278,540$0$20,259$0$407,297$0$9,831$0$1,110,898$0$278,540$0
SHERRY STANISLAW
GENERAL MANAGER OFFICER$344,141$0$182,305$0$49,827$0$341,873$0$26,531$0$944,677$0$182,305$0
KWAN-MOON LEUNG
SVP CHIEF INFORMATICS OFFICER$0$351,406$0$193,993$0$47,443$0$246,670$0$5,330$0$844,842$0$193,493
ADRIENNE MORRELL
SVP PUBLIC & GOVT AFFAIRS$0$338,467$0$48,727$0$120,172$0$286,070$0$43,020$0$836,456$0$0
DAVID MILLIGAN
SVP SALES$305,848$0$168,934$0$21,964$0$246,631$0$24,931$0$768,308$0$168,934$0
EVE GELB
SVP MBR & COMMUNITY HEALTH$293,449$0$159,707$0$44,962$0$230,048$0$36,626$0$764,792$0$159,707$0
ANDREW WHITELOCK
SVP CHIEF RISK EXECUTIVE$0$281,383$0$120,944$0$20,427$0$224,094$0$4,440$0$651,288$0$120,944
RIAZ ALI END 419
SVP CHIEF MARKETING EXECUTIVE$147,230$0$170,431$0$19,218$0$19,600$0$8,760$0$365,239$0$170,431$0
DAN OSTERWEIL
MEDICAL DIRECTOR$348,720$25,000$182,320$0$31,753$0$167,140$0$4,970$0$734,903$25,000$181,870$0
SHARONJIT JHAWAR
CVP CHIEF PHARMACY OFFICER$353,635$0$155,065$0$19,788$0$193,784$0$16,483$0$738,755$0$154,615$0
YUAN QIN
CVP, ACTUARIAL SERVICES$325,219$0$148,332$0$20,094$0$186,572$0$23,990$0$704,207$0$147,882$0
RUSSELL E BROWER
MEDICAL DIRECTOR$319,216$0$113,023$0$19,000$0$153,543$0$41,582$0$646,364$0$112,573$0
TERENCE OFFENBERGER
MEDICAL DIRECTOR$294,186$0$113,173$0$20,521$0$146,590$0$14,661$0$589,131$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ASCAN HEALTH PLAN APPROVED AND PAID FOR FIRST CLASS TRAVEL FOR CEO CHRISTOPHER WING ON 3 OCCASIONS WHERE THE FLIGHT WAS 4 HOURS OR LONGER; MR. WING IS SIX FEET FIVE INCHES TALL AND A REGULAR AIRPLANE SEAT IS EXTREMELY UNCOMFORTABLE FOR LONG FLIGHTS. THE BENEFITS OF FIRST CLASS TRAVEL WERE NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL
PART I, LINE 3COMPENSATION FOR THE CEO WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY THE COMPANY. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE BOARD OF DIRECTORS.
PART I, LINES 4A-BDURING 2019, THE EMPLOYMENT RELATIONSHIPS OF THE FOLLOWING EMPLOYEES OF SCAN HEALTH PLAN ENDED. IN CONNECTION WITH THE TERMINATION OF EMPLOYMENT, SCAN HEALTH PLAN NEGOTIATED AND PAID SEVERANCE TO THE EMPLOYEES. WILLIAM ROTH SCAN HEALTH PLAN - $2,529,932 (INCLUSIVE OF 457(F) DISTRIBUTIONS) CATHERINE BATTEER SCAN HEALTH PLAN - $1,083,149 (INCLUSIVE OF 457(F) DISTRIBUTIONS) 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 AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) 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: CHRISTOPHER WING - $473,133 EVE GELB - $24,414 SHERRY STANISLAW - $25,667 KWAN-MOON LEUNG - $26,627 JANET KORNBLATT - $240,731 DEFERRED COMPENSATION FOR 2019, 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 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. 4) THE COMPANY PROVIDES AN INCENTIVE PLAN TO VICE PRESIDENTS AND ABOVE. THE CEO'S INCENTIVE IS BASED ON COMPANY PERFORMANCE METRICS, FOR ALL OTHER PARTICIPANTS THE INCENTIVE IS BASED ON COMPANY AND INDIVIDUAL PERFORMANCE METRICS. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR. 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.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICEIN 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, SOCIAL WORKERS, 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 2019 THE SCAN FOUNDATION AWARDED GRANTS IN THE AMOUNT OF $5,685,138 AND INCURRED PROGRAM EXPENSES IN THE AMOUNT OF $3,696,968. IN ADDITION, SCAN HEALTH PLAN PARTICIPATES IN NUMEROUS ACTIVITIES RELATED TO THE CARE OF SENIORS WHICH PROVIDE SIGNIFICANT COMMUNITY BENEFIT, INCLUDING BUT NOT LIMITED TO THE FOLLOWING: 1. CONNECTING PROVIDER TO HOME: SCAN STAFF WORK WITH MEDICAL GROUPS TO PROVIDE IN HOME SUPPORT THROUGH SOCIAL WORKER AND COMMUNITY HEALTH WORKER TEAMS IN ORDER TO ENHANCE INTEGRATION BETWEEN THE HOME AND THE PHYSICIAN. SERVES MEMBERS OF OTHER HEALTH PLANS AS WELL AS SCAN. ASSESSES THE EFFICACY OF A MODEL THAT CAN BE DISSEMINATED TO MULTIPLE MEDICAL GROUPS/HEALTH PLANS. 2. COUNCIL ON AGING: ADOPT-A-SENIOR PROGRAM: PROVIDES HOLIDAY GIFTS FOR OLDER AND/OR DISABLED RESIDENTS OF CARE FACILITIES IN ORANGE COUNTY. 3. PROVIDER EDUCATION: ANNUALLY, SCAN OFFERS FOUR 1-HOUR TRAINING SESSIONS FOR MEDICAL GROUPS ON COMPLIANCE REQUIREMENTS TO PROTECT MEMBERS FROM INAPPROPRIATE DENIALS AND TO ASSIST THE MEDICAL GROUPS IN IMPROVING THEIR PRACTICES AROUND SERVICE DENIALS. 4. CODING QUALITY TRAINING: SCAN BUILDS AND DISSEMINATES TRAINING MATERIALS TO OTHER HEALTH PLANS AND MEDICAL GROUPS TO USE AS PART OF THEIR INTERNAL PROGRAM DEVELOPMENT. 5. DEVELOPED AND DISSEMINATED EDUCATIONAL PODCASTS: SCAN STAFF CREATED, RECORDED AND POSTED FOR THE PUBLIC INFORMATIONAL PODCASTS ON THE FOLLOWING TOPICS: FALLS, CAREGIVING, AND MENTAL HEALTH. THESE ARE ON THE PUBLIC FACING PLATFORM CALLED SOUNDCLOUD. THE GOAL OF THESE PODCASTS IS TO BRING EDUCATION AND RESOURCES TO SENIORS AND THEIR CAREGIVERS TO HELP THEM REMAIN SAFE IN THE COMMUNITY. 6. PRESENTATIONS AT ACADEMIC AND POLICY CONFERENCES: SCAN LEADERSHIP AND DESIGNATED STAFF PREPARE AND MAKE PRESENTATIONS AT KEY POLICY AND CLINICAL CONFERENCES SUCH AS: SNP ALLIANCE; AHIP; AMERICAN GERIATRICS SOCIETY; AND, CALIFORNIA ACCOUNTABLE PHYSICIAN GROUPS (CAPG) IN ORDER TO IMPROVE CARE OF OLDER ADULTS, EDUCATE PROFESSIONALS, AND SHARE BEST PRACTICES. 7. PHARMACY INTERN ROTATIONS: UCSF AND OTHER PHARMACY SCHOOLS ROTATE PHARM D STUDENTS THROUGH THE SCAN PHARMACY DEPARTMENT FOR 6-16 WEEKS, WHERE SCAN TRAINS FUTURE PHARMACISTS THROUGH ENGAGEMENT WITH PHARMACY PROJECTS AND CASE REVIEWS. 8. DEVELOPED AND HOSTED A QUALITY SYMPOSIUM: ONSITE TRAINING AND EDUCATION FOR SCAN PROVIDERS DELIVERING INFORMATION AND BEST PRACTICES ON TOPICS IMPACTING GERIATRIC CARE. 9. SUPPORT CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE (CALTCM) BY PROVIDING CEO AND BOARD MEMBERS EDUCATIONAL PROGRAMS: 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. 10. NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA): LONG TERM SERVICES AND SUPPORTS ADVISORY COMMITTEE MEMBER; THIS COMMITTEE ASSISTS NCQA WITH THE DEVELOPMENT OF QUALITY STANDARDS FOR LONG TERM SERVICES AND SUPPORTS (LTSS). 11. BOARD MEMBER OF ST. BARNABAS SENIOR SERVICES: SERVE AS BOARD MEMBER OF COMMUNITY AGENCY THAT SERVES VULNERABLE OLDER PEOPLE IN CENTRAL LOS ANGELES AND HOLLYWOOD. DEVELOPS CAPACITY OF AGENCY TO BETTER SERVE POPULATION. 12. SERVICE ON BOARDS OF DIRECTORS AND COMMITTEES FOR INDUSTRY GROUPS I.E., RESOURCE, INITIATIVE AND SOCIETY FOR EDUCATION (RISE); 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. 13. BOARD MEMBER OF ALZHEIMERS ORANGE COUNTY: SERVE AS BOARD MEMBER OF COMMUNITY AGENCY THAT SERVES VULNERABLE OLDER PEOPLE STRUGGLING WITH ALZHEIMERS AND OTHER COGNITIVE DISORDERS THROUGHOUT ORANGE COUNTY. PARTICIPATION SUPPORTS THE DEVELOPMENT OF THE ORGANIZATION'S CAPACITY TO BETTER SERVE THOSE IN NEED AND PROVIDE EDUCATION REGARDING THESE TYPES OF CONDITIONS. 14. BOARD MEMBER OF SPECIAL NEEDS PLAN ALLIANCE (SNP ALLIANCE): SERVE AS BOARD MEMBER OF THE NATIONAL ORGANIZATION FOR IMPROVING THE HEALTH AND WELL-BEING OF INDIVIDUALS LIVING WITH SIGNIFICANT, COMPLEX NEEDS THROUGH SPECIALIZED MANAGED CARE. 15. EDUCATIONAL SESSIONS FOR OFFICE STAFF: SCAN'S PROGRAM TO TRAIN FRONT AND BACK OFFICE STAFF IS GEARED TO IMPROVING THEIR UNDERSTANDING OF SENIORS' NEEDS, ENHANCING CUSTOMER SATISFACTION AND HAVING STAFF FACILITATE IMPROVED QUALITY. PRESENTATIONS INCLUDE CARE COORDINATION, IMPROVING PATIENT SATISFACTION, MOTIVATIONAL INTERVIEWING, CAHPS AND HOS AND HEDIS, HEALTH LITERACY, HOSPITALIZATIONS, OPIOID USE/OVERUSE, END OF LIFE PLANNING, DEALING WITH OLDER INDIVIDUALS, AND CASE MANAGEMENT FOR MEDICAL GROUPS. IN 2019, 4,577 OFFICE STAFF AND PHYSICIANS PARTICIPATED IN 27 EDUCATIONAL TOPICS AND 169 SESSIONS. 16. PRACTICAL PROVIDER AND OFFICE STAFF TOOLS: DEVELOPED 5 STAR POCKET GUIDE: OPEN TO PUBLIC THROUGH THE SCAN WEBSITE/PROVIDER OFFICES. CREATED AND UPDATED MULTIPLE CLINICAL GUIDELINES AND PROVIDER TOOLS. DISSEMINATED PRINT MATERIALS THROUGH CONTRACTED MEDICAL GROUPS. TOOLS ARE FOR USE BY ANY PROVIDERS-CONTRACTED OR NOT AND BENEFIT ALL PATIENTS, SCAN MEMBERS AND NON MEMBERS. INCLUDES PATIENT EDUCATION MATERIALS/ASSISTANCE WITH COMMON GERIATRIC CONDITIONS, ASSESSMENT TOOLS, QUALITY GERIATRIC CARE. 17. TRADING AGES: SCAN'S HALLMARK EXPERIENTIAL TRAINING TO HELP BUILD AWARENESS AND SENSITIVITY TO THE AGING PROCESS WAS PRESENTED 72 TIMES TO SUCH DIVERSE GROUPS AS: GERONTOLOGY STUDENTS AT LONG BEACH STATE UNIVERSITY; STUDENTS AT UNIVERSITY OF SOUTHERN CALIFORNIA LEONARD DAVIS SCHOOL OF GERONTOLOGY; CITY OF LONG BEACH FIRST RESPONDERS; STUDENTS AND STAFF AT SADDLEBACK COLLEGE; HUMAN SERVICES ASSOCIATION; AND RESIDENT SERVICE COORDINATORS AT SENIOR HOUSING FACILITIES THROUGHOUT LOS ANGELES AND ORANGE COUNTY. 18. LONG BEACH READMISSION COALITION: SCAN IS AN ACTIVE PARTICIPANT IN THIS SHARED COALITION, WHOSE MISSION IS TO IMPROVE THE QUALITY OF HEALTH AND LIFE FOR PATIENTS IN THE LONG BEACH COMMUNITY AND SURROUNDING AREAS BY TRANSFORMING CARE ACROSS THE CARE CONTINUUM AND ESTABLISHING BEST PRACTICES THROUGH A COMPREHENSIVE COMMUNITY EFFORT. THE COALITION'S PURPOSE IS TO: BUILD AND SUSTAIN A COMMUNITY COALITION FOCUSED ON IMPROVING TRANSITIONS OF CARE AND DECREASING ACUTE READMISSIONS; COLLABORATE AND ALIGN EFFORTS OF ORGANIZATIONS WITH SHARED VISIONS; SHARE EVIDENCE-BASED MODELS OF CARE AND BEST PRACTICES; UTILIZE VARIOUS SOURCES OF DATA TO IDENTIFY READMISSION RATES AND TRACK INTERVENTIONS. 19. PARTNERSHIP WITH CITY OF LONG BEACH TO BUILD AN AGE FRIENDLY CITY: SCAN HAS PARTNERED WITH THE CITY OF LONG BEACH TO FUND WORK TO SUPPORT THE CITY OF LONG BEACH IN DESIGNING A COORDINATED SYSTEM OF SERVICES TO BENEFIT SENIORS AND HELP THE CITY ACHIEVE A MORE AGE-FRIENDLY COMMUNITY FOR ALL LONG BEACH RESIDENTS. THE WORK INCLUDES USING A SENIOR POPULATION NEEDS ASSESSMENT FUNDED BY SCAN, BRINGING TOGETHER THE COMMUNITY ORGANIZATIONS THAT SUPPORT SENIORS TO HELP IDENTIFY EMERGING SENIOR ISSUES AND PROVIDE ASSISTANCE WITH THE LAUNCH OF THE LONG BEACH OFFICE OF AGING. SCAN STAFF ARE ACTIVELY PARTICIPATING THROUGH WORKGROUP LEADERSHIP AND PARTICIPATION ON THE CITY'S STEERING COMMITTEE. 20. SPECIAL NEEDS PLAN (SNP) PROVIDER WEBINAR: SNP PROVIDER TRAINING IS OFFERED YEARLY TO HELP MEDICAL GROUPS BETTER UNDERSTAND THE SNP REQUIREMENTS AND OFFER ASSISTANCE TO THOSE NEWLY ENGAGED IN THE PROGRAM. THIS YEAR SCAN OFFERED THE TRAINING IN WEBINAR FORMAT. 21. 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. EXAMPLES OF THESE ACTIVITIES INCLUDES: FACILITATING GROUP SOCIALS TO HELP SENIORS ENGAGE, ART CLASSES, MUSIC CLASSES, GUIDED AUTOBIOGRAPHY CLASSES AND WRITING LETTERS TO THE TROOPS. IN 2019 EMPLOYEES COMPLETED 182.9 HOURS OF SERVICE THROUGH THIS PROGRAM.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ORGANIZATION IS SCAN GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 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; 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 12CSCAN HEALTH PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND MEMBERS OF EXECUTIVE MANAGEMENT ARE REQUIRED TO COMPLETE AND SIGN. IN ADDITION, THERE IS ANNUAL MANDATORY COMPLIANCE EDUCATION AND TRAINING AND SCAN'S COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENFORCEMENT OF SCAN'S ROBUST COMPLIANCE PROGRAM, INCLUDING SCAN'S CODE OF CONDUCT AND COMPLIANCE-RELATED POLICIES AND PROCEDURES. MEMBERS OF THE EXECUTIVE TEAM ALSO HAVE RESPONSIBILITY FOR ENFORCEMENT. THE LEGAL DEPARTMENT OF SCAN GROUP REVIEWS ALL CONTRACTUAL RELATIONSHIPS ENTERED INTO BY THE ORGANIZATION AND SCAN'S GENERAL COUNSEL IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE LEGAL DEPARTMENT OF SCAN GROUP MONITORS AND ENFORCES ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER (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 2019 SALARY PACKAGE WAS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CFO-DEVELOPMENT 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 EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORK WITH AND RELY UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE HUMAN RESOURCES DEPARTMENT EACH YEAR WHICH FURNISHES THE BASIS FOR THE DETERMINATION OF EACH EMPLOYEE'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO SCAN HEALTH PLAN BASED ON VARIOUS METRICS. THE CHIEF EXECUTIVE OFFICER (CEO) MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH EMPLOYEE'S COMPENSATION PACKAGE IN LIGHT OF THE EXECUTIVE COMPENSATION REPORT. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY, THE COMPENSATION CONSULTANT, REGARDING THEIR REPORT AND OTHER MATTERS RELEVANT TO THE COMPENSATION PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES FOR THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2019 SALARY PACKAGE WAS SULLIVAN COTTER.
FORM 990, PART VI, SECTION C, LINE 19SCAN 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 11GMEDICAL SERVICES: PROGRAM SERVICE EXPENSES 2,742,975,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,742,975,833. OUTSIDE SERVICES CONSULTING: PROGRAM SERVICE EXPENSES 2,319,332. MANAGEMENT AND GENERAL EXPENSES 25,219,296. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,538,628.
FORM 990, PART IX, LINE 24E, ALL OTHER FUNCTIONAL EXPENSESREIMBURSEMENT TO MEMBERS: PROGRAM SERVICE EXPENSES 12,904. MANAGEMENT AND GENERAL EXPENSES 12,398. FUNDRAISING EXPENSES 0 TOTAL EXPENSES 25,302. MISCELLANEOUS: PROGRAM SERVICE EXPENSES -135,888. MANAGEMENT AND GENERAL EXPENSES -125,484. FUNDRAISING EXPENSES 0 TOTAL EXPENSES -261,372. RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 47,821. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0 TOTAL EXPENSES 47,821. LICENSE AND PERMITS: PROGRAM SERVICE EXPENSES 13,729. MANAGEMENT AND GENERAL EXPENSES 11,041. FUNDRAISING EXPENSES 0 TOTAL EXPENSES 24,770. BANK FEES: PROGRAM SERVICE EXPENSES 75,667 MANAGEMENT AND GENERAL EXPENSES 72,486. FUNDRAISING EXPENSES 0 TOTAL EXPENSES 148,153. BAD DEBT: PROGRAM SERVICE EXPENSES 4,745 MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0 TOTAL EXPENSES 4,745.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SCAN GROUP
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806953826037ADMIN SUPPORTCA501(C)(3)12B, IIN/A0
THE SCAN FOUNDATION
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806450552845GRANT MAKINGCA501(C)(3)12B, IIYes (1)SCAN GROUP
SCAN HEALTH PLAN ARIZONA
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806731729007MEDICARE ADVANTAGEAZ501(C)(4)N/AYes (1)SCAN GROUP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
SCAN HEALTHCHECK ASSESSMENT CENTERS INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806462962358HEALTHCARECAN/ACYes (1)
SCAN CALIFORNIA MANAGEMENT COMPANY
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806462951831MANAGEMENTCAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
THE SCAN FOUNDATION
Q$55,742BOOK VALUE
SCAN HEALTH PLAN ARIZONA
P$69,238BOOK VALUE
SCAN GROUP
Q$4,954,654BOOK VALUE
SCAN GROUP
P$117,098,627BOOK VALUE
SCAN HEALTHCHECK ASSESSMENT CENTERS INC
Q$89,613BOOK VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, PERCENTAGE OF HEADCOUNTS, PERCENTAGE OF SCAN MEMBERSHIP, AND/OR THE PERCENTAGE OF BID SUBMISSION, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE.ExplanationTxt