THE SCAN FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE SCAN FOUNDATION (EIN 45-0552845)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349300203
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T04:56:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 695 TOWN CENTER DRIVE SUITE 1200 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450552845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 8885697226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY NO 400 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE CHERNOF | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5623082889 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MCCUTCHEN | PreparerPersonNm |
| PTIN | P00545657 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.168.154.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 10:52:30 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8ED00FC3D33C90338127FF1498BF86E52FF11DAE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE CHERNOF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY NO 400 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,502,636 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THESCANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2019, THE FOUNDATION DISBURSED $5,993,271 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATION'S TO HELP ACHIEVE THEIR MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $4,437 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $390,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,061,811 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,205,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $19,061,811 | PYTotalRevenueAmt |
| CY Total Revenue | $16,595,535 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,520,008 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,685,138 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,970,903 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,413,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,001,942 | PYOtherExpensesAmt |
| CY Other Expenses | $2,399,139 | CYOtherExpensesAmt |
| PY Total Expenses | $10,492,853 | PYTotalExpensesAmt |
| CY Total Expenses | $11,497,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,568,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,097,963 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,476,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,161,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,838,922 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,959,581 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $203,637,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $228,201,598 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2019, THE FOUNDATION DISBURSED $5,993,271 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,382,106 | ExpenseAmt |
| Grant | $5,685,138 | GrantAmt |
| Desc | IN OCTOBER 2018, THE BOARD APPROVED THE NEW STRATEGIC FRAMEWORK FOR 2019-2023. IN THIS REFRESHED FRAMEWORK, THE FORMER THEMATIC GOAL 1: MEDICARE-MEDICAID INTEGRATION, AND GOAL 2: PERSON-CENTERED CARE, WERE COMBINED INTO THE CURRENT GOAL 1. A NEW GOAL 2 WAS ADDED, AND GOAL 3 REMAINED LARGELY THE SAME, WITH UPDATED OBJECTIVES UNDERLYING IT:(1) ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT & RECEIVE.(2) BUILD RESILIENCE & CAPACITY IN OLDER ADULTS, FAMILIES, & COMMUNITIES.(3) DRIVE RESPONSIVE FEDERAL & STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY & TOMORROW.AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS TO A LARGE EXTENT FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S THEMATIC GOALS IN 2019:THEMATIC GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE GOLD STANDARD OF CARE THAT ALL OLDER ADULTS COME TO EXPECT AND RECEIVE-REGARDLESS OF WHETHER THEY HAVE MEDICARE ONLY, OR ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID.OUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING IN ORDER TO PROVIDE THE HIGHEST QUALITY OF CARE FOR PEOPLE WITH ACCESS TO BOTH OF THESE PROGRAMS. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALLED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:MY CARE, MY CHOICE: THE FOUNDATION CONTINUED ITS IMPORTANT EFFORTS TO PROVIDE INFORMATION TO CALIFORNIANS, DUALLY ELIGIBLE FOR MEDICAL AND MEDICARE, ON THEIR INTEGRATED CARE OPTIONS THROUGH ITS INNOVATIVE MY CARE, MY CHOICE WEB-BASED DECISION TOOL. THIS TOOL IS NOW AVAILABLE IN ENGLISH, SPANISH AND CHINESE. THROUGHOUT 2019, THE FOUNDATION ENGAGED A NUMBER OF PARTNERS, INCLUDING UNIVISION, TO REACH OUT TO DUALLY ELIGIBLE CALIFORNIANS AND MAKE THEM AWARE OF THIS RESOURCE. OVER 100,000 DUALS WERE REACHED AND THE FOUNDATION IS CURRENTLY STRATEGIZING HOW TO MAKE THIS TOOL AVAILABLE TO DUALS IN OTHER STATES.CALIFORNIA MASTER PLAN FOR AGING: GIVEN THE STEADILY INCREASING NUMBER OF OLDER ADULTS IN CALIFORNIA, AND THE WOEFULLY UNDER-RESOURCED AGING SERVICES, THE FOUNDATION HAS FOR SEVERAL YEARS CALLED ON THE STATE TO DEVELOP A MASTER PLAN FOR AGING TO PREPARE AND EQUIP THE STATE FOR THE NEEDS OF ITS POPULATION. IN GREAT PARTS DUE TO THE FOUNDATION'S EFFORTS, CALIFORNIA GOVERNOR NEWSOM ISSUED AN EXECUTIVE ORDER IN JUNE 2019 FOR THE STATE TO DEVELOP A MASTER PLAN FOR AGING BY OCTOBER 2020. THE FOUNDATION QUICKLY SUPPORTED STATE EFFORTS BY PROVIDING FINANCIAL SUPPORT FOR THE ADMINISTRATION TO HAVE ACCESS TO POLICY ADVISORS, LOGISTICAL PARTNERS FOR THE VARIOUS STAKEHOLDER AND WORK GROUP MEETINGS, AS WELL AS THE DEVELOPMENT OF A COMMUNICATIONS PLAN TO ENGAGE ALL CALIFORNIANS IN THIS EFFORT. ADDITIONALLY, TO ENSURE THE VOICES OF OLDER CALIFORNIANS WERE HEARD AND THEIR NEEDS AND IDEAS ARE INCLUDED IN THE MASTER PLAN, THE FOUNDATION ENGAGED GREATER GOOD STUDIO TO ELICIT THESE VOICES BY SPENDING TIME WITH OLDER CALIFORNIANS THROUGHOUT THE STATE, AND COALESCE THEIR FINDINGS IN A REPORT DELIVERED TO THE STATE. THE FOUNDATION'S ANNUAL LONG-TERM SERVICES AND SUPPORT SUMMIT, HELD IN OCTOBER IN SACRAMENTO, WAS EXCLUSIVELY DEDICATED TO THE MASTER PLAN EFFORTS, AND INCLUDED A PANEL DISCUSSION OF A SELECT GROUP OF OLDER ADULTS WHO PARTICIPATED IN THE GREATER GOOD STUDIO RESEARCH. ADVOCACY NETWORK: AS IN PREVIOUS YEARS, THE FOUNDATION SUPPORTED A STATEWIDE ADVOCACY NETWORK, CONSISTING OF 21 REGIONAL AGING AND DISABILITY COALITIONS AND A SACRAMENTO-BASED COLLABORATIVE OF STATE ADVOCATES. MANY OF THE REGIONAL COALITIONS ACTIVELY PARTICIPATED IN ENGAGING WITH OLDER ADULTS IN RESPECT TO PROVIDING MASTER PLAN INPUT. MOST COALITIONS ADDITIONALLY HELD INFORMATIONAL CONFERENCES TO INFORM LOCAL ELECTED OFFICIALS, AS WELL AS THE GENERAL PUBLIC, OF THE MASTER PLAN DEVELOPMENT EFFORTS AND THEIR OPPORTUNITY TO PROVIDE INPUT ON THE STATE'S "ENGAGE" WEBSITE.PERSON-CENTERED CARE: REGARDLESS WHETHER A PERSON RECEIVES ONLY MEDICARE BENEFITS OR IS A DUALLY ELIGIBLE PERSON, PROVIDING PERSON-CENTERED CARE TO HIGH-NEED, HIGH-COST PERSONS IMPROVES THE QUALITY OF CARE AND LIFE AND MAY PROVIDE COST SAVINGS. THE FOUNDATION CONTINUED ITS EFFORTS TO SCALE PERSON-CENTERED CARE IN CALIFORNIA THROUGH A DEEPER ANALYSIS OF WHAT IT TAKES FOR A HEALTH CARE ORGANIZATION TO IMPLEMENT A PERSON-CENTERED CARE PROGRAM. ADDITIONALLY, IT CONTINUED ITS ENGAGEMENT AND FUNDING PARTNERSHIP WITH SIX OTHER FOUNDATIONS TO ACHIEVE NATIONWIDE SCALING THROUGH VARIOUS INITIATIVES, INCLUDING THE PLAYBOOK FOR BETTER CARE, AND A LEARNING COLLABORATIVE OF ACCOUNTABLE CARE ORGANIZATIONS. THE WORK OF ELICITING A PERSON'S CARE GOALS ALSO CONTINUED THROUGH THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE PROJECT ON TESTING PERSON REPORTED OUTCOME MEASURES IN VARIOUS HEALTH CARE SETTINGS, WITH THE GOAL TO ROUTINELY IMPLEMENT PERSON-CENTERED MEASURES IN THE NATIONAL QUALITY MEASUREMENT SET.OTHER PROJECTS: THE FOUNDATION CONTINUED SUPPORTING A LEARNING COLLABORATIVE OF CALIFORNIAN HEALTH PLANS PARTICIPATING IN THE FINANCIAL ALIGNMENT PROJECT FOR DUALLY ELIGIBLE PERSONS. THE FOUNDATION ALSO CO-FUNDED A REPORT OF THE NATIONAL ACADEMY OF SCIENCES ON INTEGRATING SOCIAL CARE INTO THE DELIVERY OF HEALTH CARE, AND SUPPORTED THE NATIONAL AGING AND DISABILITY BUSINESS INSTITUTE.THEMATIC GOAL 2: BUILD RESILIENCE AND CAPACITYINSPIRE AND ENABLE ENTREPRENEURS AND INNOVATORS TO DESIGN WITH OLDER ADULTS NOT JUST FOR THEM AND CREATE NEW OFFERINGS THAT EMBRACE THE BEAUTY OF LIFE AS WE AGE. GOAL 2 SUCCESSES:SINCE 2019 WAS THE FIRST YEAR FOR THIS EXCITING BUT ALSO CHALLENGING NEW STRATEGIC GOAL, THE ACTIVITIES SURROUNDING THIS GOAL WERE TO LEARN AND PREPARE FOR THE IMPLEMENTATION OF A VENTURE STUDIO IN 2020. TO ACHIEVE OUR GOAL, WE SEE THE NEED TO ENGAGE AND CONNECT THREE DISTINCT COMMUNITIES: OLDER ADULTS, ENTREPRENEURS AND INVESTORS.WITH BIRSEL+SECK, A REPUTABLE DESIGN FIRM, WE LAUNCHED 16 CO-DESIGN SESSIONS WITH OLDER ADULTS IN URBAN, SUBURBAN AND RURAL AREAS OF THE COUNTRY, WITH THE THEME DESIGN THE AGING YOU LOVE. THIS ALLOWED US TO LEARN ABOUT THE NEEDS AND ALSO WANTS OF OLDER ADULTS, WHICH WILL INFORM THE ENTREPRENEURS WHO TO THIS DATE LARGELY DESIGN FOR THE CARE GIVERS (INCLUDING THE HEALTH CARE SECTOR) RATHER THAN OLDER ADULTS THEMSELVES.WE FURTHER LAUNCHED FOUR PILOT WORKSHOPS THROUGH A PROJECT WITH THE INNOVATION DEVELOPMENT INSTITUTE, TO DIRECTLY LEARN FROM ENTREPRENEURS WHY THERE CURRENTLY IS SUCH LIMITED DESIGN FOR SUCH A LARGE AND GROWING POPULATION, AND WHAT INFORMATION WOULD FOSTER AN INCREASE IN DESIGNING FOR OLDER ADULTS. FINALLY, WE ALSO COMMISSIONED A MARKET ASSESSMENT OF THE CURRENT VENTURE ECOSYSTEM OF FOR-PROFIT STARTUP COMPANIES IN THE UNITED STATES, WHOSE CUSTOMER, END USER, OR BENEFICIARY IS AN OLDER ADULT.THEMATIC GOAL 3: DRIVE RESPONSIVE FINANCING POLICIESSUPPORT AND ENCOURAGE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW.OUR THIRD THEMATIC GOAL ACKNOWLEDGES THAT THE VAST MAJORITY OF OLDER ADULTS WILL NEED SOME DAILY LIVING SUPPORT AS THEY AGE. THE LIKELIHOOD THAT ANY INDIVIDUAL MIGHT NEED LONG-TERM SERVICES AND SUPPORT (LTSS) IS QUITE VARIABLE, WITH APPROXIMATELY 20 PERCENT OF OLDER ADULTS NEVER REQUIRING SUPPORT WHILE A SLIGHTLY LOWER PERCENTAGE WILL NEED HIGH LEVELS OF CARE FOR FIVE OR MORE YEARS. THESE COSTS CAN BE QUITE SUBSTANTIAL, AND FOR MANY OLDER ADULTS LIVING ON FIXED INCOMES, THEY CAN EASILY OVERWHELM REMAINING SAVINGS AND OTHER AVAILABLE RESOURCES | Desc |
| Total Program Service Expenses | $9,382,106 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENE SEIDEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5623082862 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|
| BRUCE CHERNOF | |||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $507,845 | $0 | $50,871 | ||
| JENNIE CHIN-HANSEN | |||||||||
| CHAIRPERSON | 4.40 | 6.25 | Yes (X) | Yes (X) | $47,000 | $95,000 | $0 | ||
| FRANCESCA RUIZ DE LUZURIAGA | |||||||||
| DIRECTOR | 2.80 | 8.00 | Yes (X) | $35,000 | $130,000 | $0 | |||
| COLLEEN CAIN | |||||||||
| DIRECTOR | 3.10 | 6.70 | Yes (X) | $37,500 | $105,000 | $0 | |||
| RYAN TRIMBLE | |||||||||
| DIRECTOR | 2.80 | 5.50 | Yes (X) | $35,000 | $87,000 | $0 | |||
| PATRICK SEAVER | |||||||||
| DIRECTOR | 2.80 | 5.00 | Yes (X) | $35,000 | $75,000 | $0 | |||
| THOMAS HIGGINS | |||||||||
| DIRECTOR | 2.80 | 5.00 | Yes (X) | $35,000 | $75,000 | $0 | |||
| CAROL RAPHAEL | |||||||||
| DIRECTOR | 3.10 | 0.00 | Yes (X) | $37,500 | $0 | $0 | |||
| CHERYL PHILLIPS | |||||||||
| DIRECTOR | 3.10 | 0.00 | Yes (X) | $37,500 | $0 | $0 | |||
| MELANIE BELLA | |||||||||
| DIRECTOR | 3.10 | 0.00 | Yes (X) | $37,500 | $0 | $0 | |||
| IVELISSE ESTRADA | |||||||||
| DIRECTOR | 2.80 | 0.00 | Yes (X) | $35,000 | $0 | $0 | |||
| RENE SEIDEL | |||||||||
| SECRETARY/TREASURER | 40.00 | 0.00 | Yes (X) | $270,791 | $0 | $31,802 | |||
| GRETCHEN ALKEMA | |||||||||
| VP POLICY & COMMUNICATIONS | 40.00 | 0.00 | $265,222 | $0 | $32,889 | Yes (X) | |||
| JOHN ZAPOLSKI | |||||||||
| VP INNOVATIONS | 40.00 | 0.00 | $241,941 | $0 | $12,270 | Yes (X) | |||
| ERIN WESTPHAL | |||||||||
| PROGRAM OFFICER | 40.00 | 0.00 | $144,514 | $0 | $37,205 | Yes (X) | |||
| ERIC THAI | |||||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $145,380 | $0 | $33,638 | Yes (X) | |||
| MARI NICHOLSON | |||||||||
| DIRECTOR OF COMMUNICATIONS | 40.00 | 0.00 | $126,059 | $0 | $24,195 | Yes (X) | |||
| KAREN SCHEBOTH | |||||||||
| DIRECTOR OF GRANTS ADMINISTRA | 40.00 | 0.00 | $131,406 | $0 | $18,106 | Yes (X) | |||
| KALI PETERSON | |||||||||
| PROGRAM OFFICER | 40.00 | 0.00 | $132,927 | $0 | $12,821 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,338,085 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $567,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,797 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODRIGUEZ HORII CHOI CAFFERATA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 S FIGUEROA | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $178,686 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $390,000 | AllOtherContributionsAmt |
| Total Contributions | $390,000 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,721,215 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,437 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,716,778 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,391,421 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,907,101 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,484,320 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,484,320 | TotalRevenueColumnAmt |
| Exclusion | $11,484,320 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,595,535 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,437 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,201,098 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,606,197 | TotalAmt |
| Program Services | $5,606,197 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,941 | TotalAmt |
| Program Services | $78,941 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,632 | TotalAmt |
| Program Services | $1,331,042 | ProgramServicesAmt |
| Management And General | $454,590 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,227,557 | TotalAmt |
| Program Services | $993,506 | ProgramServicesAmt |
| Management And General | $234,051 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,985 | TotalAmt |
| Program Services | $143,310 | ProgramServicesAmt |
| Management And General | $33,675 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,123 | TotalAmt |
| Program Services | $64,045 | ProgramServicesAmt |
| Management And General | $15,078 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,998 | TotalAmt |
| Program Services | $116,517 | ProgramServicesAmt |
| Management And General | $27,481 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,548 | TotalAmt |
| Management And General | $255,548 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,717 | TotalAmt |
| Management And General | $170,717 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,458 | TotalAmt |
| Management And General | $107,458 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,705 | TotalAmt |
| Management And General | $546,705 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,672 | TotalAmt |
| Program Services | $332,529 | ProgramServicesAmt |
| Management And General | $138,143 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,311 | TotalAmt |
| Program Services | $4,821 | ProgramServicesAmt |
| Management And General | $1,490 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,656 | TotalAmt |
| Program Services | $157,943 | ProgramServicesAmt |
| Management And General | $4,713 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,330 | TotalAmt |
| Program Services | $135,538 | ProgramServicesAmt |
| Management And General | $31,792 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,471 | TotalAmt |
| Program Services | $221,976 | ProgramServicesAmt |
| Management And General | $37,495 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,608 | TotalAmt |
| Program Services | $170,740 | ProgramServicesAmt |
| Management And General | $49,868 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,344 | TotalAmt |
| Program Services | $19,761 | ProgramServicesAmt |
| Management And General | $4,583 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBSCRIPTIONS & MEMBERS | $4,388 | $4,240 | $148 |
| TAXES | $1,931 | $1,931 | |
| DONATIONS | $1,000 | $1,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,497,572 | TotalAmt |
| Program Services | $9,382,106 | ProgramServicesAmt |
| Management And General | $2,115,466 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,228,277 | BOYAmt |
| EOY | $1,592,075 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,678,164 | BOYAmt |
| EOY | $2,762,945 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,864 | BOYAmt |
| EOY | $314,226 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,673 | BOYAmt |
| EOY | $8,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $959,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $831,952 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,107 | BOYAmt |
| EOY | $127,994 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,896,033 | BOYAmt |
| EOY | $182,186,611 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,177,875 | BOYAmt |
| EOY | $44,150,503 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,998 | BOYAmt |
| EOY | $999,998 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,072 | BOYAmt |
| EOY | $18,072 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,476,063 | BOYAmt |
| EOY | $232,161,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,567 | BOYAmt |
| EOY | $1,410,601 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,992,689 | BOYAmt |
| EOY | $1,605,703 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,666 | BOYAmt |
| EOY | $943,277 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,838,922 | BOYAmt |
| EOY | $3,959,581 | 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 | $203,637,141 | BOYAmt |
| EOY | $228,071,938 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $129,660 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,637,141 | BOYAmt |
| EOY | $228,201,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,476,063 | BOYAmt |
| EOY | $232,161,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,097,963 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,334,277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $132,217 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCAN HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953858259 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION SUPPORTS OR BENEFITS, PERFORMS THE FUNCTIONS OF, AND/OR CARRIES OUT THE PURPOSES OF SCAN HEALTH PLAN BY, AMONG OTHER THINGS, PROVIDING GRANTS AND ASSISTANCE TO 501(C), GOVERNMENT AND OTHER ORGANIZATIONS THAT ENGAGE IN ACTIVITIES THAT ARE CONSISTENT WITH AND COMPLEMENTARY TO, AND THAT FURTHER THE CHARITABLE PURPOSES OF SCAN HEALTH PLAN. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $827,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,221 | DepreciationAmt |
| Book Value | $113,571 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,347 | DepreciationAmt |
| Book Value | $14,423 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,384 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $127,994 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY | Desc |
| Book Value | $44,150,503 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,150,503 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $943,277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $943,277 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $35,253,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,334,279 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $19,334,279 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,919,170 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $546,705 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $129,660 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $676,365 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,595,535 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,818,650 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$132,217 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$132,217 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,950,867 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $546,705 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $546,705 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,497,572 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER FASB ASC 740, INCOME TAXES, THE FOUNDATION IS REQUIRED TO RECOGNIZE A LIABILITY FOR EACH UNCERTAIN TAX POSITION AT THE AMOUNT ESTIMATED TO BE REQUIRED TO SETTLE THE ISSUES. AS OF DECEMBER 31, 2019 AND 2018, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 129,660. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNEXPENDED GRANTS -132,217. |
| PART VIII, LINE 1: | INVESTMENTS PROGRAM RELATED, MISSION-IMPACT INVESTMENTS MISSION IMPACT INVESTMENTS ("MIIS") ARE PART OF THE FOUNDATION'S PORTFOLIO OF PROGRAM ACTIVITIES, IN ADDITION TO GRANT MAKING AND PROGRAM EXPENSES, WITH THE PRIMARY PURPOSE TO ADVANCE THE FOUNDATION'S MISSION. MIIS ARE INVESTMENTS IN SECURITIES OF COMPANIES THAT OFFER PRODUCTS OR SERVICES THAT FURTHER THE FOUNDATION'S MISSION WHILE OFFERING A REASONABLE RATE OF RETURN COMMENSURATE WITH THE RISK ASSOCIATED WITH THE INVESTMENT. WHILE OBTAINING A MARKET RATE OF RETURN IS A SIGNIFICANT OBJECTIVE, IT IS NOT THE PRIMARY OBJECTIVE. THESE EQUITY INVESTMENTS ARE RECORDED AT COST AND SEPARATELY FROM THE FOUNDATION'S PRIMARY INVESTMENTS PORTFOLIO. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $23,081,212 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $23,081,212 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $23,081,212 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I: | THE AMOUNTS REPORTED IN SCHEDULE F WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (76 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGEWELL FRESNO | ||||||||
| PO BOX 711 | MENDOCINO | CA | 95460 | 268864464 | $783 | COORDINATE LOCAL AGING & DISABILITY SERVICES AND DEVELOP LEADERSHIP IN AGING (2018). | ||
| AGEWELL FRESNO | ||||||||
| PO BOX 711 | MENDOCINO | CA | 95460 | 268864464 | $18,925 | COORDINATE LOCAL AGING & DISABILITY SERVICES AND DEVELOP LEADERSHIP IN AGING (2019). | ||
| ALAMEDA COUNTY MEALS ON WHEELS | ||||||||
| 1721 BROADWAY 201 | OAKLAND | CA | 94612 | 942651065 | $25,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| ALZHEIMER'S ORANGE COUNTY | ||||||||
| 2515 MCCABE WAY SUITE 200 | IRVINE | CA | 92614 | 953702013 | $25,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| ANNE TUMLINSON INNOVATIONS LLC | ||||||||
| 627 EYE STREET SUITE 835 | WASHINGTON | DC | 20006 | 465466993 | $13,524 | DEVELOP THE BUSINESS CASE FOR NON-MEDICAL SUPPLEMENTAL BENEFITS. | ||
| ANNE TUMLINSON INNOVATIONS LLC | ||||||||
| 627 EYE STREET SUITE 835 | WASHINGTON | DC | 20006 | 465466993 | $67,669 | DEVELOP GUIDING PRINCIPLE CONSENSUS FOR SPECIAL SUPPLEMENTAL MEDICARE BENEFITS. | ||
| ANNE TUMLINSON INNOVATIONS LLC | ||||||||
| 627 EYE STREET SUITE 835 | WASHINGTON | DC | 20006 | 465466993 | $51,980 | ADVANCE AND DISSEMMINATE THE CONSENSUS STATEMENT ON SPECIAL SUPPLEMENTAL MEDICARE BENEFITS. | ||
| BIRSEL SECK | ||||||||
| 28 WEST 38TH STREET 3E | NEW YORK | NY | 10018 | 201269051 | $48,750 | DEVELOP PILOT PROGRAM TO UNPACK THE WORRIES OLDER ADULTS FACE IN PREPARATION FOR RESEARCH. | ||
| BIRSEL SECK | ||||||||
| 28 WEST 38TH STREET 3E | NEW YORK | NY | 10018 | 201269051 | $664,024 | RESEARCH THE NEEDS AND WANTS OF OLDER ADULTS THROUGH CO-DESIGN SESSIONS. | ||
| CALIFORNIA ASSOCIATION OF HEALTH PLANS | ||||||||
| 1415 L STREET STE 850 | SACRAMENTO | CA | 95814 | 953825285 | $36,300 | FACILITATE A LEARNING COLLABORATIVE OF HEALTH PLANS PARTICIPATING IN CA'S DUALS DEMONSTRATION. | 501(C)(6) | |
| CAMARILLO HEALTH CARE DISTRICT | ||||||||
| 3639 LAS POSAS ROAD | CAMARILLO | CA | 93010 | 952834854 | $10,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| CENTER FOR HEALTHCARE STRATEGIES | ||||||||
| 200 AMERICAN METRO BLVD SUITE 119 | HAMILTON | NJ | 08619 | 223375015 | $74,971 | ANALYZE STATE PROGRESS TOWARD ADVANCING INTEGRATED CARE MODELS AND REBALANCING TO HCBS. | 501(C)(3) | |
| CHOICE IN AGING | ||||||||
| 490 GOLF CLUB ROAD | PLEASANT HILL | CA | 94523 | 942822559 | $10,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| DISABILITY ACTION CENTER | ||||||||
| 1161 EAST AVE | CHICO | CA | 95926 | 942735218 | $10,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| FREEDADRC OF NEVADA COUNTY | ||||||||
| 435 SUTTON WAY | GRASS VALLEY | CA | 95945 | 680085639 | $25,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | 134014982 | $7,500 | MEMBERSHIP IN GRANTMAKERS IN AGING (2019). | 501(C)(3) | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | 134014982 | $8,000 | EARLY MEMBERSHIP PAYMENT FOR GRANTMAKERS IN AGING (2020). | 501(C)(3) | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN AGING INC | ||||||||
| C/O CLIFTONLARSONALLEN LLP 901 | ARLINGTON | VA | 22203 | 134014982 | $20,000 | SUPPORT FOR THE WORK OF GRANTMAKERS IN AGING DURING A TRANSITION PHASE. | 501(C)(3) | NORTH GLEBE ROAD SUITE 200 |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 133206571 | $12,650 | MEMBERSHIP IN GRANTMAKERS IN HEALTH. | 501(C)(3) | 1200 |
| GREATER GOOD STUDIO | ||||||||
| 2864 N MILWAUKEE AVENUE | CHICAGO | IL | 60618 | 900815736 | $298,503 | ELICIT THE VOICES OF OLDER CALIFORNIANS FOR INPUT IN THE MASTER PLAN FOR AGING. | ||
| HALYARD MC OPCO LLC (TI HEALTH) | ||||||||
| 10 WEST 37TH STREET | NEW YORK | NY | 10018 | 830851115 | $50,000 | OUTREACH TO CA DUAL ELIGIBLES BY DEPLOYING INNOVATIVE TECH-ENABLED MARKET SEGMENTATION. | ||
| HARBAGE CONSULTING | ||||||||
| 1400 K STREET SUITE 204 | SACRAMENTO | CA | 95814 | 262265256 | $11,376 | CONDUCT OUTREACH FOR THE MY CARE, MY CHOICE DECISION TOOL FOR DUAL ELIGIBLES. | ||
| HARBAGE CONSULTING | ||||||||
| 1400 K STREET SUITE 204 | SACRAMENTO | CA | 95814 | 262265256 | $244,983 | CONTINUE OUTREACH FOR THE MY CARE, MY CHOICE DECISION TOOL FOR DUAL ELIGIBLES. | ||
| HOLLYWOOD HEALTH & SOCIETY | ||||||||
| USC KERCKHOFF HALL 734 W ADAMS BLVD | BEVERLY HILLS | CA | 90007 | 951642394 | $250,000 | PROVIDE NETWORK, CABLE & STREAMING SHOWS WITH ACCURATE & INNOVATIVE INFORMATION ON AGING. | 501(C)(3) | BLVD |
| HOMEBRIDGE | ||||||||
| 1035 MARKET ST L-1 | SAN FRANCISCO | CA | 94103 | 942985244 | $428,395 | SERVE AS FISCAL AGENT FOR THE CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES & SUPPORTS. | 501(C)(3) | |
| HOMEBRIDGE | ||||||||
| 1035 MARKET ST L-1 | SAN FRANCISCO | CA | 94103 | 942985244 | $10,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| INDEPENDENT LIVING CENTER OF KERN COUNTY | ||||||||
| 5251 OFFICE PARK DRIVE SUITE 200 | BAKERSFIELD | CA | 93309 | 770384453 | $29,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| INDEPENDENT LIVING RESOURCE CENTER INC | ||||||||
| 423 W VICTORIA STREET | SANTA BARBARA | CA | 93101 | 953255012 | $20,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| INNOVATION DEVELOPMENT INSTITUTE | ||||||||
| 222 W MERCHANDISE MART PLAZA SUITE | CHICAGO | IL | 60654 | 463253782 | $145,000 | CONVENE ENTREPRENEURS TO TEST OUR ABILITY TO ACTIVATE THEM TO DESIGN FOR OLDER ADULTS. | 501(C)(3) | 1230 |
| INSTITUTE FOR ACCOUNTABLE CARE | ||||||||
| 601 13TH STREET NW SUITE 900 SOUTH | WASHINGTON | DC | 20002 | 822461803 | $8,995 | ENHANCE THE MY CARE MY SCHOICE TOOL BY PROVIDING DETAILED ACO INFORMATION. | 501(C)(6) | |
| INSTITUTE FOR ACCOUNTABLE CARE | ||||||||
| 601 13TH STREET NW SUITE 900 SOUTH | WASHINGTON | DC | 20005 | 822461803 | $199,990 | CONVENE ACOS TO IMPLEMENT HOME VISIT MODELS FOR OLDER ADULTS WITH COMPLEX HEALTH CARE NEEDS. | 501(C)(3) | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | ||||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 02109 | 383017223 | $120,636 | CONVENE A MEDICARE ADVANTAGE PLAN LEARNING COLLABORATIVE FOR PERSON-CENTERED CARE. | 501(C)(3) | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | ||||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 02109 | 383017223 | $75,000 | MANAGE PLAYBOOK FOR BETTER CARE (PHASE IV) | 501(C)(3) | |
| JENNINGS POLICY STRATEGIES INC | ||||||||
| 601 13TH STREET NW SUITE 1150 N | WASHINGTON | DC | 20005 | 522307507 | $45,000 | ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR (2018/19). | ||
| JENNINGS POLICY STRATEGIES INC | ||||||||
| 601 13TH STREET NW SUITE 1150 N | WASHINGTON | DC | 20005 | 522307507 | $135,000 | ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR (2019/20). | ||
| JLW HEALTH CONSULTING (JENNIFER WONG) | ||||||||
| 3041 NW 56TH STREET | SEATTLE | WA | 98107 | 843645168 | $32,922 | PROVIDE POLICY CONSULTING SERVICES TO THE MASTER PLAN FOR AGING WORK GROUPS. | ||
| KALINA INSTITUTE | ||||||||
| 6841 MARABOU COURT | SACRAMENTO | CA | 95628 | 612921621 | $91,048 | PROVIDE LOGISTICAL SUPPORT TO THE CALIFORNIA COLLABORATIVE AND THE LTSS FORUM. | ||
| LEADING RESOURCES INC | ||||||||
| 1930 N ST | SACRAMENTO | CA | 95811 | 911762703 | $28,151 | PROVIDE LOGISITICAL SUPPORT TO THE MASTER PLAN FOR AGING STAKEHOLDER COMMITTEES. | ||
| LONG-TERM QUALITY ALLIANCE | ||||||||
| 1666 K STREET NW - SUITE 1100 | WASHINGTON | DC | 20006 | 463140288 | $21,289 | DEVELOP GUIDING PRINCIPLE CONSENSUS FOR SPECIAL SUPPLEMENTAL MEDICARE BENEFITS. | 501(C)(3) | |
| LONG-TERM QUALITY ALLIANCE | ||||||||
| 1666 K STREET NW - SUITE 1100 | WASHINGTON | DC | 20006 | 463140288 | $69,691 | ADVANCE AND DISSEMMINATE THE CONSENSUS STATEMENT ON SPECIAL SUPPLEMENTAL MEDICARE BENEFITS. | 501(C)(3) | |
| MCCABE MESSAGE PARTNERS | ||||||||
| 1825 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | 811239309 | $221,498 | RESEARCH, DEVELOP AND LAUNCH INFORMED ADVERTISING TO REACH CA DUAL-ELIGIBLES. | ||
| MCCABE MESSAGE PARTNERS | ||||||||
| 1825 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | 811239309 | $40,258 | INCREASE VISIBILITY AND ENGAGEMENT OF CAREGIVERS BY PARTICIPATING IN THE ROSE PARADE. | ||
| MCCABE MESSAGE PARTNERS | ||||||||
| 1825 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | 811239309 | $4,852 | DEVELOP A SERIES OF VIDEOS FOR THE FOUNDATION'S MY CARE, MY CHOICE DECISION TOOL. | ||
| MEMORYWELL LLC | ||||||||
| 1440 G ST NW SUITE 9150 | WASHINGTON | DC | 20005 | 081245468 | $30,000 | KICKSTART A NEWS PLATFORM TO SUPPORT FAMILY CAREGIVING. | ||
| MISSION INVESTORS EXCHANGE | ||||||||
| 1899 L STREET NW SUITE 850 | WASHINGTON | DC | 20036 | 475593271 | $3,000 | MEMBERSHIP IN MISSION INVESTORS EXCHANGE. | ||
| NATIONAL ACADEMY OF SCIENCES (INSTITUTE OF MEDICINE) | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | 530196932 | $20,000 | PARTICIPATE IN THE ACADEMIES' FORUM ON AGING, DISABILITY, AND INDEPENDENCE. | 501(C)(3) | |
| NATIONAL ACADEMY OF SCIENCES (INSTITUTE OF MEDICINE) | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | 530196932 | $5,000 | SUPPORT A PUBLICATION OF STATE PROGRESS TOWARD ADVANCING INTEGRATED CARE AND REBALANCING TO HCBS. | 501(C)(3) | |
| NATIONAL ACADEMY OF STATE HEALTH POLICY | ||||||||
| TWO MONUMENT SQUARE SUITE 910 | PORTLAND | ME | 04101 | 527576801 | $35,000 | EDUCATE STATE MEDICAID LEADERS ON THE OPPORTUNITIES IN MEDICARE FOR INTEGRATED PROGRAMS. | 501(C)(3) | |
| NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING | ||||||||
| PO BOX 791067 | BALTIMORE | MD | 21279 | 521052345 | $150,000 | ADVANCE PARTNERSHIPS AND PAYMENT MODELS BETWEEN SOCIAL SERVICES AND HEALTH SYSTEMS. | 501(C)(3) | |
| NATIONAL COMMITTEE FOR QUALITY ASSURANCE | ||||||||
| 1100 13TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20005 | 521191985 | $74,900 | CONVENE HEALTH PLANS AND CBOS TO TEST LTSS MEASURE IMPLEMENTATION. | 501(C)(3) | |
| NATIONAL INVESTMENT CENTER FOR SENIOR HOUSING & CARE INC | ||||||||
| 1997 ANNAPOLIS EXCHANGE PARKWAY | ANNAPOLIS | MD | 21401 | 521802714 | $15,000 | RESEARCH POLICY DATA ON MIDDLE-INCOME SENIORS' NEED FOR SUPPORTIVE HOUSING. | 501(C)(3) | SUITE 480 |
| PASCHAL ROTH PUBLIC AFFAIRS INC | ||||||||
| 1127 11TH STREET SUITE 824 | SACRAMENTO | CA | 95814 | 263273301 | $30,000 | DEVELOP A COMMUNICATIONS PLAN FOR CALIFORNIA TO GET INPUT ON THE MASTER PLAN FOR AGING. | ||
| PASCHAL ROTH PUBLIC AFFAIRS INC | ||||||||
| 1127 11TH STREET SUITE 824 | SACRAMENTO | CA | 95814 | 263273301 | $17,500 | IMPLEMENT THE COMMUNICATIONS PLAN FOR THE MASTER PLAN FOR AGING. | ||
| PERRY COMMUNICATIONS GROUP | ||||||||
| 980 9TH STREET SUITE 1480 | SACRAMENTO | CA | 95814 | 943290737 | $74,993 | SUPPORT MASTER PLAN FOR AGING INITIATION THROUGH COMMUNICATIONS ACTIVITIES. | ||
| PERRY COMMUNICATIONS GROUP | ||||||||
| 980 9TH STREET SUITE 1480 | SACRAMENTO | CA | 95814 | 943290737 | $75,000 | CONTINUE THE WE STAND WITH SENIORS CAMPAIGN IN CA. | ||
| PHOENIX DECORATING COMPANY INC | ||||||||
| 5400 N IRWINDALE AVE | IRWINDALE | CA | 91706 | 954027084 | $275,000 | PRODUCE THE FLOAT FOR THE FOUNDATION'S ENTRY IN THE 2020 ROSE PARADE. | ||
| PROJECT6 DESIGN INC | ||||||||
| 4071 EMERY STREET | EMERYVILLE | CA | 94608 | 562533892 | $69,135 | PROVIDE DESIGN AND ENHANCEMENTS FOR THE FOUNDATION'S MY CARE, MY CHOICE DECISION TOOL. | ||
| SAN MATEO COUNTY AGING AND ADULT SERVICES | ||||||||
| 225 37TH AVE | SAN MATEO | CA | 94403 | 946000532 | $5,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| SILICON VALLEY INDEPENDENT LIVING CENTER | ||||||||
| 25 N 14TH STREET SUITE 1000 | SAN JOSE | CA | 95112 | 942332246 | $7,500 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 NORTH ALAMEDA STREET SUITE 230 | LOS ANGELES | CA | 90012 | 952831058 | $9,100 | MEMBERSHIP IN SOUTHERN CA GRANTMAKERS. | 501(C)(3) | 230 |
| ST BARNABAS SENIOR CENTER OF LOS ANGELES | ||||||||
| 675 S CARDONELET ST | LOS ANGLEES | CA | 90057 | 951641435 | $22,500 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| ST PAULS SENIOR SERVICES | ||||||||
| 328 MAPLE STREET | SAN DIEGO | CA | 92103 | 330627795 | $10,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| STEPHEN A SOMERS | ||||||||
| 285 SUNSET WAY | MUIR BEACH | NJ | 08619 | 842887507 | $42,383 | PROVIDE TECHNICAL ASSISTANCE TO THE STATE TO DEVELOP THE MASTER PLAN FOR AGING. | ||
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 485 BROADWAY 3RD FLOOR MAIL CODE | REDWOOD CITY | CA | 94063 | 941156365 | $35,000 | CONVENE CA HEALTH CARE LEADER TO ADVANCE CARE MODELS FOR COMPLEX POPULATIONS. | 501(C)(3) | 8838 |
| THE GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | 521256181 | $75,000 | SUPPORT NATIONAL EFFORTS TO REVERSE AGEISM BY REFRAMING AGING LANGUAGE. | 501(C)(3) | |
| THE MARGOLIN GROUP INC | ||||||||
| 1875 CENTURY PARK EAST ST 1790 | LOS ANGELES | CA | 90067 | 412065784 | $21,682 | ENGAGE A CALIFORNIA STRATEGIC POLICY ADVISOR (2019/20). | ||
| THE MARGOLIN GROUP INC | ||||||||
| 1875 CENTURY PARK EAST ST 1790 | LOS ANGELES | CA | 90067 | 412065784 | $4,000 | ENGAGE A CALIFORNIA STRATEGIC POLICY ADVISOR (2018/19). | ||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| PO BOX 748872 | LOS ANGELES | CA | 90074 | 946036493 | $109,384 | PROVIDE POLICY RESEARCH AND FACILIATE THE MASTER PLAN FOR AGING SUBCOMMITTEES. | 501(C)(3) | |
| TOURNAMENT OF ROSES ASSOCIATION | ||||||||
| 391 SOUTH ORANGE GROVE BLVD | PASADENA | CA | 91184 | 951725190 | $9,880 | REGISTER FOR THE 2020 ROSE PARADE. | 501(C)(3) | |
| UNIVISION COMMUNICATIONS INC | ||||||||
| 8551 NW 30TH TERRACE | MIAMI | FL | 33122 | 954398884 | $51,979 | PROVIDE EXTENSIVE MEDIA CONTENT ON AGING RELATED ISSUES FOR THE HISPANIC COMMUNITY. | ||
| UNIVISION COMMUNICATIONS INC | ||||||||
| 8551 NW 30TH TERRACE | MIAMI | FL | 33122 | 954398884 | $200,000 | ENGAGE MULTIGENERATIONAL HISPANIC FAMILIES IN TWO FOUNDATION CAMPAIGNS. | ||
| VICTOR TABBUSH CONSULTING | ||||||||
| 4047 HILTON HEAD WAY | TARZANA | CA | 91356 | 205284688 | $38,421 | RESEARCH THE FINANCIAL TIPPING POINT FOR HEALTH CARE TO IMPLEMENT PERSON-CENTERED CARE. | ||
| VICTOR TABBUSH CONSULTING | ||||||||
| 4047 HILTON HEAD WAY | TARZANA | CA | 91356 | 205284688 | $2,125 | FOSTER THE SUSTAINABILITY OF PERSON-CENTERED CARE MODELS BY ASSESSING THEIR ECONOMIC CONSEQUENCES. | ||
| VILLAGE CAPITAL | ||||||||
| 1101 K ST NW SUITE 920 | WASHINGTON | DC | 20009 | 274059343 | $125,461 | ASSESS THE MARKET FOR VENTURE STUDIO IMPACT INVESTMENT OPPORTUNITIES. | 501(C)(3) | |
| VOX MEDIA | ||||||||
| 1201 CONNECTICUT AVENUE NW 11TH | WASHINGTON | DC | 20036 | 202057273 | $200,000 | PRODUCE A VIDEO IN SUPPORT OF MILLENNIAL CAREGIVERS | FLOOR | |
| YOLO HEALTHY AGING ALLIANCE | ||||||||
| 600 A STREET SUITE C | DAVIS | CA | 95616 | 941599229 | $25,000 | SUPPORT THE DEVELOPMENT OF A MASTER PLAN FOR AGING; ELEVATE VOICES OF OLDER CALIFORNIANS. | 501(C)(3) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| PROVIDE MEETING AND ADMINISTRATIVE SUPPORT TO THE CALIFORNIA COLLABORATIVE AND 21 REGIONAL COALITONS. | 1 | $5,605 |
| DESIGN AND PROTOTYPE THE CONCEPT FOR THE WEB-BASED DECISION-SUPPORT TOOL FOR DUALLY ELIGIBLE CALIFORNIANS. | 1 | $10,374 |
| PROVIDE DESIGN SUPPORT FOR THE WEB-BASED DECISION SUPPORT TOOL FOR DUAL ELIGIBLE CALIFORNIANS | 1 | $62,962 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCAN FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT CAN BEST SUPPORT THE FOUNDATION'S MISSION AND CHARITABLE PURPOSE, REGARDLESS OF TAX STATUS. THE USE OF GRANT FUNDS IS MONITORED BY REVIEWING PROGRAM AND EXPENDITURE REPORTS ON A QUARTERLY BASIS. EXPENDITURE REPORTS ARE REVIEWED AGAINST THE PROPOSED AND APPROVED BUDGETS AND PROGRAM REPORTS AGAINST THE PROPOSED AND APPROVED SCOPES OF WORK. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUCE CHERNOF | ||||||||||||||
| PRESIDENT/CEO | $381,430 | $0 | $103,806 | $0 | $22,609 | $0 | $48,727 | $0 | $2,144 | $0 | $558,716 | $0 | $0 | $0 |
| FRANCESCA RUIZ DE LUZURIAGA | ||||||||||||||
| DIRECTOR | $35,000 | $130,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,000 | $130,000 | $0 | $0 |
| RENE SEIDEL | ||||||||||||||
| SECRETARY/TREASURER | $224,379 | $0 | $24,070 | $0 | $22,342 | $0 | $16,780 | $0 | $15,022 | $0 | $302,593 | $0 | $0 | $0 |
| GRETCHEN ALKEMA | ||||||||||||||
| VP POLICY & COMMUNICATIONS | $221,392 | $0 | $24,070 | $0 | $19,760 | $0 | $13,932 | $0 | $18,957 | $0 | $298,111 | $0 | $0 | $0 |
| JOHN ZAPOLSKI | ||||||||||||||
| VP INNOVATIONS | $209,880 | $0 | $20,000 | $0 | $12,061 | $0 | $0 | $0 | $12,270 | $0 | $254,211 | $0 | $0 | $0 |
| ERIN WESTPHAL | ||||||||||||||
| PROGRAM OFFICER | $134,574 | $0 | $9,660 | $0 | $280 | $0 | $10,656 | $0 | $26,549 | $0 | $181,719 | $0 | $0 | $0 |
| ERIC THAI | ||||||||||||||
| DIRECTOR OF FINANCE | $135,674 | $0 | $9,457 | $0 | $249 | $0 | $10,529 | $0 | $23,109 | $0 | $179,018 | $0 | $0 | $0 |
| MARI NICHOLSON | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $117,521 | $0 | $8,328 | $0 | $210 | $0 | $8,984 | $0 | $15,211 | $0 | $150,254 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FOR MEDICAL REASONS, FIRST-CLASS FLIGHTS WERE PROVIDED TO AN EMPLOYEE OF THE FOUNDATION. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. WHILE THE FOUNDATION'S TRAVEL POLICY NORMALLY REQUIRES THE USE OF ECONOMY CLASS FLIGHTS AT THE LOWEST AVAILABLE FARE, TRAVEL IN BUSINESS CLASS (OR FIRST CLASS, IF BUSINESS CLASS IS NOT OFFERED FOR THE FLIGHT BEING TAKEN) IS PERMITTED UNDER CERTAIN SPECIFIED OR OTHER EXTENUATING CIRCUMSTANCES. CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY. |
| PART I, LINE 4B | THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ONLY THE CEO 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. FOR CONTRIBUTIONS MADE ON OR AFTER JANUARY 1, 2018, WHEN THE NEW PLAN WAS ADOPTED, A PARTICIPANT BECOMES VESTED IN THE 457 (F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | AS PART OF IT'S REFRESHED FIVE-YEAR STRATEGIC PLAN COVERING 2019-2023, THE FOUNDATION ADDED A NEW GOAL TO BUILD RESILIENCE AND CAPACITY FOR OLDER ADULTS, FAMILIES AND COMMUNITIES BY DEVELOPING AND OPERATING A VENTURE STUDIO DURING THE FIVE YEAR TIME FRAME. |
| FORM 990, PART III, LINE 1(CONT.) | COMPOUNDING THIS PROBLEM IS PEOPLE'S MISPERCEPTIONS ABOUT THE LIKELIHOOD OF NEEDING LTSS AS THEY AGE. AS A RESULT, THERE IS LITTLE DEMAND FOR AN ALTERNATIVE SOLUTION. THE LARGEST SOURCES OF SPENDING TODAY ARE PERSONAL/OUT OF POCKET, THEN MEDICAID. GOAL 3 SUCCESSES: CHRONIC CARE ACT AND SPECIAL SUPPLEMENTAL BENEFITS FOR THE CHRONICALLY ILL (SSBCI): THE CHRONIC CARE ACT WHICH WAS PASSED AS PART OF THE 2018 BUDGET ACT GIVES MEDICARE ADVANTAGE PLANS FOR THE FIRST TIME THE OPPORTUNITY TO PROVIDE NON-MEDICAL BENEFITS TO SELECT MEMBERS WITH SERIOUS CHRONIC HEALTH CONDITIONS. THE FOUNDATION CONVENED A LARGE STAKEHOLDER GROUP, INCLUDING HEALTH INSURERS, THAT DEVELOPED A CONSENSUS DOCUMENT OF GUIDING PRINCIPLES, WITH THE GOAL OF LARGE-SPREAD IMPLEMENTATION OF SSBCI THROUGHOUT THE COUNTRY. SUBSEQUENT INVESTMENTS WERE MADE TO BROADLY DISSEMINATE THE GUIDING PRINCIPLES. AT THE SAME TIME, THE FOUNDATION PROVIDED EDUCATION TO STATE MEDICAID DIRECTORS TO BETTER UNDERSTAND MEDICARE REGULATIONS AND HOW THEY CAN BE SUCCESSFULLY USED FOR DEVELOPING INTEGRATED CARE PROGRAMS FOR DUALLY ELIGIBLE INDIVIDUALS. COMMUNICATIONS: TO PREPARE THE LARGER PUBLIC FOR THE LONG-TERM CARE NEEDS OF THEIR FAMILIES AND THEMSELVES, THE FOUNDATION FUNDED A NUMBER OF KEY COMMUNICATIONS PROJECTS. KAISER HEALTH NEWS DEVELOPED REGULAR ARTICLES FOCUSED ON POLICY ISSUES AROUND LTSS. MEANWHILE A PROJECT WITH HOLLYWOOD HEALTH & SOCIETY EDUCATED SCREENWRITERS FOR FILM AND TELEVISION ON HOW TO ACCURATELY PORTRAY AGING AND LONG-TERM CARE ISSUES AND ENCOURAGED THEM TO PRODUCE MEDIA THAT HELPS THE GENERAL PUBLIC TO CONNECT WITH THESE ISSUES AND PREPARE FOR THEIR LONG-TERM CARE NEEDS. ANOTHER KEY ENGAGEMENT IN 2019 WAS IN SUPPORT OF FAMILY CARE GIVERS. THE FOUNDATION ENGAGED VOX TO DEVELOP A VIDEO THAT SPEAKS SPECIFICALLY TO MILLENNIAL CARE GIVERS WHO MAKE UP A LARGE PORTION OF FAMILY CARE GIVERS, OFTEN AT GREAT PERSONAL AND PROFESSIONAL SACRIFICE. TO REACH AN EVEN LARGER AUDIENCE, THE FOUNDATION SUBMITTED AN APPLICATION TO PARTICIPATE IN THE 2020 TOURNAMENT OF ROSES, WHICH WAS ACCEPTED. FAMILY CAREGIVERS OF ALL GENERATIONS WERE FEATURED ON THE FLOAT, ALL OF WHOM WERE HEAVILY ENGAGED IN SOCIAL MEDIA POSTS AND VARIOUS NEWS OUTLETS IN THE WEEKS LEADING UP TO THE ROSE PARADE. THE FLOAT AND OUR CAREGIVING MESSAGE WAS SEEN BY 750,000 SPECTATORS ALONG THE PARADE ROUTE AND 40 MILLION PEOPLE ON TELEVISION. DURING THE POST PARADE FAIR, FOUNDATION STAFF ENGAGED WITH SEVERAL THOUSAND VISITORS TO THINK ABOUT THEIR AGING AND LONG-TERM CARE NEEDS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY DELOITTE TAX, LLP WORKING IN CONJUNCTION WITH THE SCAN FOUNDATION EXECUTIVE TEAM AND DIRECTOR OF FINANCE. THE SCAN FOUNDATION'S DIRECTOR OF FINANCE HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT OF PROGRAMS AND OPERATIONS AND THE PRESIDENT/CEO OF THE FOUNDATION. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS CIRCULATED FOR REVIEW AND COMMENT BY RELEVANT MEMBERS OF THE EXECUTIVE TEAM WHO HAVE RESPONSIBILITY FOR AND/OR KNOWLEDGE REGARDING THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 AND ENSURES ACCURACY OF DESCRIPTIONS AND THAT DISCLOSURE IS COMPLETE. THE DRAFT FORM 990 IS REVIEWED IN PERTINENT PART BY THE COMPENSATION COMMITTEE OF THE BOARD, AND THE FORM 990 IS REVIEWED IN ITS ENTIRETY: AND ACCEPTED BY FILING BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION. ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 AFTER IT IS PREPARED FOR FILING, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SCAN FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND ALL MEMBERS OF THE STAFF MUST COMPLETE AND SIGN. THE FOUNDATION'S GENERAL COUNSEL ASSISTS IN MONITORING THE CONFLICTS OF INTEREST QUESTIONNAIRE, AND ADVISES REGARDING ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (CEO) OF THE SCAN FOUNDATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO, THE COMPENSATION COMMITTEE WORKS WITH AND RELIES UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL- ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT ORGANIZATION EXECUTIVE COMPENSATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR DETERMINING THE PRESIDENT & CEO'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO THE SCAN FOUNDATION BASED UPON CERTAIN INDUSTRY STANDARD METRICS. THE COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE PRESIDENT & CEO'S COMPENSATION PACKAGE IN CONSIDERATION OF THE EXECUTIVE COMPENSATION REPORT. QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT, REGARDING SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE. BASED ON SUCH DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION REGARDING THE COMPENSATION PACKAGE FOR THE CEO FOR THE FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF THE SCAN FOUNDATION DELIBERATES ON AND THEN VOTES ON SUCH RECOMMENDATION; THE PRESIDENT & CHIEF EXECUTIVE OFFICER IS RECUSED FOR THE ENTIRETY OF SUCH DELIBERATIONS AND VOTE. THE MINUTES OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS FOR THESE MEETINGS ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2019 SALARY PACKAGE WAS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES OF THE SCAN FOUNDATION IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT, THE CHIEF EXECUTIVE OFFICER AND THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL OF THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT PERSONS. IN DETERMINING EACH EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORK WITH AND RELY UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NON-PROFIT ORGANIZATION EXECUTIVE COMPESATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT TO THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE EVERY YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF SUCH EMPLOYEES' COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT IS BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS THAT ARE CONSIDERED COMPARABLE TO THE SCAN FOUNDATION BASED ON VARIOUS METRICS. THE PRESIDENT & CEO MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH OF SUCH EMPLOYEES' COMPENSATION PACKAGE IN LIGHT OF THE EXECUTIVE COMPENSATION REPORT. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT REGARDING SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES (1) A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES OTHER THAN CHIEF FINANCIAL OFFICER (CFO) AND (2) A RECOMMENDATION REGARDING THE CFO'S COMPENSATION PACKAGE, FOR THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE DECISIONS AND RECOMMENDATION OF THE COMPENSATION COMMITTEE ARE REPORTED TO THE FULL BOARD OF DIRECTORS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2019 SALARY PACKAGE WAS SULLIVAN COTTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCAN FOUNDATION GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE SCAN FOUNDATION MAKES ITS FORM 990, WHICH CONTAINS FINANCIAL INFORMATION, AVAILABLE FOR PUBLIC INSPECTION. THE SCAN FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | UNEXPENDED GRANTS 132,217. |
| FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: | UNEXPENDED PORTIONS OF GRANTS: THE SCAN FOUNDATION KEEPS TRACK OF ITS GRANTEE'S SPENDING TO ENSURE THAT THE DOLLARS ARE SPENT TOWARDS THE INTENDED GRANT PURPOSES. IF A PROJECT SPENDS LESS THAN THE INITIAL GRANT AMOUNT, THE SCAN FOUNDATION WRITES OFF THE REMAINING AMOUNT OR THE UNSPENT FUNDS ARE REFUNDED TO THE SCAN FOUNDATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCAN GROUP | |||||||||||
| 3800 KILROY AIRPORT WAY STE 100 | LONG BEACH | CA | 90806 | 953826037 | ADMIN SUPPORT | CA | 501(C)(3) | 12B, II | N/A | 0 | |
| SCAN HEALTH PLAN | |||||||||||
| 3800 KILROY AIRPORT WAY STE 100 | LONG BEACH | CA | 90806 | 953858259 | MEDICARE ADVANTAGE | CA | 501(C)(3) | 10 | Yes (1) | SCAN GROUP | |
| SCAN HEALTH PLAN ARIZONA | |||||||||||
| 3800 KILROY AIRPORT WAY STE 100 | LONG BEACH | CA | 90806 | 731729007 | MEDICARE ADVANTAGE | AZ | 501(C)(4) | N/A | Yes (1) | SCAN GROUP | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 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 STE 100 | LONG BEACH | CA | 90806 | 462962358 | HEALTHCARE | CA | N/A | C | Yes (1) |
| SCAN CALIFORNIA MANAGEMENT COMPANY INC | |||||||||
| 3800 KILROY AIRPORT WAY STE 100 | LONG BEACH | CA | 90806 | 462951831 | MANAGEMENT | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCAN GROUP | ||
| P | $402,691 | BOOK VALUE |
| SCAN HEALTH PLAN | ||
| P | $55,742 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACTUAL AMOUNTS PAID ON BEHALF OF THE ORGANIZATION WERE REIMBURSED WHEN POSSIBLE. FOR SG&A OVERHEAD, THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, OR THE PERCENTAGE OF HEADCOUNTS, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE. | ExplanationTxt |