SCAN HEALTH PLAN: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCAN HEALTH PLAN (EIN 95-3858259)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201703149349300440
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T09:22:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953858259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCAN HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCAN | BusinessNameControlTxt |
| Phone | 5629895100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY NO 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER WING | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5629895100 | PhoneNum |
| Signature | 2017-11-10 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.0.229 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 09:14:47 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E2FF70B222BFC757283728F215E180A8BA832303 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49244D1103501C1FC62C4DE15972AF245F6ACEFC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER WING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY NO 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,456,112,450 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCANHEALTHPLAN.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 980 | TotalEmployeeCnt |
| Total Volunteers | 2010 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,742,566 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,695,334 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,165,129,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,247,839,714 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,668,603 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,465,067 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,786 | PYOtherRevenueAmt |
| CY Other Revenue | $5,999 | CYOtherRevenueAmt |
| PY Total Revenue | $2,191,548,329 | PYTotalRevenueAmt |
| CY Total Revenue | $2,267,006,114 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $539,636 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $833,196 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $84,016,498 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,648,357 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,058,409,266 | PYOtherExpensesAmt |
| CY Other Expenses | $2,139,310,244 | CYOtherExpensesAmt |
| PY Total Expenses | $2,142,965,400 | PYTotalExpensesAmt |
| CY Total Expenses | $2,225,791,797 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $48,582,929 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,214,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $569,821,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $582,031,197 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $217,647,454 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $249,977,629 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $352,173,910 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $332,053,568 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SCAN'S MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,990,391,039 | ExpenseAmt |
| Grant | $15,000 | GrantAmt |
| Revenue | $2,247,839,714 | RevenueAmt |
| Desc | SCAN HEALTH CARE SERVICES:SCAN HEALTH PLAN HAS A CULTURE OF QUALITY AND A LONG HISTORY OF FULFILLING OUR MISSION: KEEPING SENIORS HEALTHY AND INDEPENDENT. AS A MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLAN (MAPD) IN CALIFORNIA, SCAN COLLABORATES WITH A NETWORK OF DELEGATED PROVIDERS TO OFFER MEDICARE AND MEDI-CAL COVERED HEALTH AND BEHAVIORAL HEALTHCARE AND ADDITIONAL SUPPLEMENTAL BENEFITS. OUR MEMBER-CENTRIC MODEL OF CARE ENSURES QUALITY, INDIVIDUALIZED CARE FOR ALL MEMBERS, INCLUDING MEMBERS WITH SPECIAL NEEDS SUCH AS MEMBERS ELIGIBLE FOR BOTH MEDICARE AND MEDICAID, MEMBERS WITH CHRONIC CONDITIONS AND FRAIL MEMBERS WITH FUNCTIONAL DEFICITS. THE HEALTH CARE SERVICES PROGRAMS AT SCAN ARE EVIDENCE-BASED AND ALIGNED WITH GERIATRIC BEST PRACTICES. THEY INCLUDE 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 MEMBERSIN GENERAL, POPULATION BASED QUALITY ACTIVITIES ARE PERFORMED BY SCAN'S HEALTH CARE SERVICES DEPARTMENT, WHICH INCLUDES A DEDICATED AND HIGHLY QUALIFIED TEAM OF REGISTERED NURSES AND MASTER'S PREPARED SOCIAL WORKERS, SUPPORTED BY AN INTERDISCIPLINARY TEAM OF NURSES, 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 2016 THE SCAN FOUNDATION AWARDED GRANTS IN THE AMOUNT OF $5,813,138 AND INCURRED PROGRAM EXPENSES IN THE AMOUNT OF $8,652,917.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. CHANGE A LIFE FOUNDATION (GRANT): ONE TIME GRANTS TO MEMBERS AND INDEPENDENCE AT HOME (IAH) CLIENTS FOR NEEDED SERVICES NOT OTHERWISE AVAILABLE (RAMPS, REFRIGERATORS, EXTENSIVE DENTAL WORK, BATHROOM MODIFICATIONS, WHEELCHAIR RAMPS, CHAIR LIFTS).2. CONNECTING PROVIDER TO HOME: SCAN STAFF WORK WITH 4 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.3. COUNCIL ON AGING: ADOPT-A-SENIOR PROGRAM: PROVIDES HOLIDAY GIFTS FOR OLDER AND/OR DISABLED RESIDENTS OF CARE FACILITIES IN ORANGE COUNTY.4. 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 THEM IN BETTER PRACTICES AROUND SERVICE DENIALS.5. 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.6. COMPASSIONATE CARE COALITION OF CALIFORNIA (CCCC): SCAN IS A CORPORATE MEMBER OF THIS ORGANIZATION, WHICH OFFERS TRAINING AS WELL AS CONSUMER AND PROVIDER MATERIALS TO A VARIETY OF AUDIENCES IN CALIFORNIA; EXAMPLES ARE TRAINING AND SUPPORT OF ADVANCE CARE PLANNING, AND PHYSICIAN ORDERED LIFE SUSTAINING TREATMENT (POLST). 7. CO-SPONSORSHIP OF LEADERSHIP AND MANAGEMENT IN GERIATRICS (LMG): SCAN SPONSORED AND PROVIDED THE CONTINUING MEDICAL EDUCATION (CME) FOR THE LEADERSHIP AND MANAGEMENT OF A GERIATRICS PROGRAM. THE TWO DAY CONFERENCE TRAINS CLINICIANS TO TAKE ON LEADERSHIP ROLES IN DELIVERY OF GERIATRIC SERVICES. COURSE ATTENDEES INCLUDE SCAN, OTHER MEDICAL GROUPS AND HEALTH PLANS, AND GERIATRIC FELLOWS. 8. PRESENTATIONS AT ACADEMIC AND POLICY CONFERENCES: SCAN LEADERSHIP PREPARE AND PRESENT PRESENTATIONS AT KEY POLICY AND CLINICAL CONFERENCES INCLUDING: SNP ALLIANCE, AHIP, AMERICAN GERIATRICS SOCIETY, CALIFORNIA ACCOUNTABLE PHYSICIAN GROUPS (CAPG), IN ORDER TO IMPROVE CARE OF OLDER ADULTS, EDUCATE PROFESSIONALS, AND SHARE BEST PRACTICES. 9. SELECT SKILLED NURSING FACILITY NETWORK (SNF) TRAINING: PROVIDED TRAINING FOR ST. JOE'S HOSPITAL EMERGENCY DEPARTMENT AND SELECTED SNF STAFF ON RECOGNIZING WHEN IT IS APPROPRIATE FOR A PATIENT TO BE ADMITTED DIRECTLY TO A SKILLED NURSING FACILITY RATHER THAN ADMITTED AS AN INPATIENT, RESULTING IN BETTER CARE FOR THE PATIENT.10. 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. 11. TEACHING RESIDENTS AT UCI MEDICAL SCHOOL: TEACHING RESIDENTS BOTH SENSITIZES THEM TO THE NEEDS OF OLDER INDIVIDUALS AND WILL HOPEFULLY ENCOURAGE THEM TO FOCUS THEIR FUTURE PRACTICE ON WORKING WITH OLDER POPULATIONS, WHICH IS AN AREA THAT IS TYPICALLY NOT ATTRACTIVE TO MANY PHYSICIANS.12. SUPPORT CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE (CALTCM), 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.13. SERVICE ON BOARDS OF DIRECTORS AND COMMITTEES FOR INDUSTRY GROUPS I.E. RESOURCE, INITIATIVE AND SOCIETY FOR EDUCATION (RISE), AHIP; RISE AND OTHER INDUSTRY GROUPS CREATE POLICY AND SHARE BEST PRACTICES ON SUBJECTS RANGING FROM AUDIT TO ENCOUNTER SUBMISSION; OUR EMPLOYEES ARE ACTIVE MEMBERS OF A NUMBER OF OTHER ORGANIZATIONS AS WELL .14. HEALTH CARE CODING (HCC) UNIVERSITY: OPEN TO THE PUBLIC, HEALTH PLANS AND MEDICAL GROUPS CAN USE INFORMATION FOR THEIR OPERATIONS AND PROVIDER AND MEMBER INTERVENTIONS. 15. 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).16. SAN JOAQUIN HEALTH NEEDS ASSESSMENT STEERING COMMITTEE: STEERING COMMITTEE FOR SAN JOAQUIN'S MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIPS INITIATIVE. COMMITTEE DEVELOPS AN ASSESSMENT FOR SAN JOAQUIN COUNTY COMMUNITY MEMBERS, IDENTIFIES AND RANKS HEALTH DISPARITIES, AND DEVELOPS A PLAN TO REMEDY HEALTH DISPARITIES.17. BOARD CHAIR OF ST. BARNABAS SENIOR SERVICES: SERVE AS BOARD CHAIR OF COMMUNITY AGENCY THAT SERVES VULNERABLE OLDER PEOPLE IN CENTRAL LOS ANGELES AND HOLLYWOOD. DEVELOPS CAPACITY OF AGENCY TO BETTER SERVE POPULATION.18. AMERICAN SOCIETY ON AGING, HEALTHCARE AND AGING NETWORK EDITORIAL BOARD CHAIR: AMERICAN SOCIETY ON AGING (ASA) IS A KEY PROFESSIONAL ORGANIZATION FOR PRACTITIONERS IN THE FIELD OF AGING WORKING IN HOME AND COMMUNITY BASED SETTINGS. PROVIDES PUBLICATIONS, CONFERENCES AND CONSULTATION. 19. EDUCATIONAL SESSIONS FOR OFFICE STAFF: PRESENTATIONS ON END OF LIFE PLANNING, DEALING WITH OLDER INDIVIDUALS, AND CASE MANAGEMENT FOR MEDICAL GROUPS.20. CO-SPONSORSHIP OF CALTCM CONFERENCE: AS PART OF ITS PERFORMANCE IMPROVEMENT EDUCATION, CALIFORNIA ASSOCIATION OF LONG TERM MEDICINE (CALTCM) SPONSORS AN ANNUAL CONFERENCE FOR MEDICAL PROFESSIONALS WORKING IN LONG TERM CARE FACILITIES. SCAN WAS A CO-SPONSOR OF THE CONFERENCE IN 2016.21. 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 PROVIDERS 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, PATIENT EDUCATION MATERIALS, QUALITY GERIATRIC CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,335,780 | ExpenseAmt |
| Grant | $818,196 | GrantAmt |
| Desc | INDEPENDENCE AT HOME:SCAN'S MISSION OF KEEPING SENIORS HEALTHY AND INDEPENDENT IS NOT LIMITED TO SCAN MEMBERS. SCAN RECOGNIZES ITS RESPONSIBILITY TO ENHANCE THE QUALITY OF LIFE FOR ALL THOSE IN THE COMMUNITIES WE SERVE. TO THAT END, SCAN SPONSORS AND PROMOTES INNOVATIVE GERIATRIC RESEARCH, INVESTS IN SIGNIFICANT COMMUNITY EDUCATION AND OUTREACH EFFORTS, AND SUPPORTS LIKE-MINDED COMMUNITY ORGANIZATIONS THROUGH GRANTS. THE CORNERSTONE OF SCAN'S COMMUNITY ENGAGEMENT COMES THROUGH INDEPENDENCE AT HOME (IAH). THROUGH THE PROGRAMS RUN BY IAH, SCAN HAS CONNECTED WITH TENS OF THOUSANDS OF SENIORS AND CAREGIVERS ACROSS ITS SERVICE AREAS.TODAY'S INDEPENDENCE AT HOME PROGRAMS ARE SUPPORTED BY FUNDING THROUGH THE STATE AND FROM SCAN HEALTH PLAN. THE PROGRAMS ARE GEARED TO SUPPORTING THE UNDERSERVED, FRAIL AND DISABLED SENIORS IN OUR COMMUNITY.IAH'S HALLMARK PROGRAMS ARE:- MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP): THIS PROGRAM PROVIDES LONG-TERM IN-HOME CARE MANAGEMENT FOR ADULTS 65 PLUS WHO QUALIFY FOR MEDI-CAL. THIS PROGRAM WAS STARTED IN 1977.- LOS ANGELES COUNTY'S SUPPORTIVE SERVICES PROGRAM (SSP): THIS PROGRAM INCLUDES CARE MANAGEMENT, PLANNING, AND DAILY LIVING ASSISTANCE SERVICES FOR FUNCTIONALLY IMPAIRED OLDER ADULTS.- LOS ANGELES COUNTY'S LINKAGES PROGRAM: THIS PROGRAM PROVIDES CARE MANAGEMENT, CARE PLANNING, COMPREHENSIVE INFORMATION, AND SERVICE ARRANGEMENTS FOR FRAIL, AT-RISK ADULTS. - INSIGHTS: THIS PROGRAM PROVIDES IN-HOME MENTAL HEALTH SUPPORT.- CALIFORNIA COMMUNITY TRANSITIONS (CTT): THIS PROGRAM ASSISTS WITH THE SAFE TRANSITION FROM HEALTHCARE FACILITIES BACK TO COMMUNITY LIVING. - LOS ANGELES COUNTY'S FAMILY CAREGIVER PROGRAM (FCSP): THROUGH THIS PROGRAM, FAMILY CAREGIVERS RECEIVE INFORMATION, TRAINING, COUNSELING, CARE MANAGEMENT, RESPITE AND COMMUNITY RESOURCE REFERRALS.BECAUSE SCAN'S COMMUNITY OUTREACH PROGRAMS AND INDEPENDENCE AT HOME (IAH) DEPARTMENTS SHARE THE SAME GOALS AND PERFORM MANY OF THE SAME COMMUNITY FUNCTIONS, IN 2014 SCAN COMBINED ITS COMMUNITY OUTREACH PROGRAMS WITH INDEPENDENCE AT HOME TO ACHIEVE GREATER CONSISTENCY AND IMPACT. 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 WHOSE 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 DIRECTORS, COMMUNITY OUTREACH, COLLABORATE 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 INDEPENDENT AT HOME (IAH). THE CGC MEETS ON A QUARTERLY BASIS AND ITS ROLE IS TWOFOLD: 1) EVALUATE, SELECT, AND DECIDE THE AMOUNT TO BE AWARDED TO THE GRANTEE ORGANIZATIONS, AND 2) STEER THE CG PROGRAM. THE CGC BASES ITS DECISION TO MAKE AWARDS ON THE INFRASTRUCTURE OF THE GRANTEE ORGANIZATION, ITS PERCEIVED ABILITY TO EFFECTIVELY AND EFFICIENTLY IMPACT THE LIVES OF SENIORS, AND 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 MANAGER, COMMUNITY OUTREACH AND GIVING, REVIEWS EACH APPLICATION AND DISCUSSES CRITERIA WITH THE DIRECTORS, COMMUNITY OUTREACH, 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. PAYMENT OF GRANT - THE MANAGER, COMMUNITY OUTREACH AND GIVING, PREPARES A COVER LETTER, ENVELOPE, AND CHECK REQUEST FORM WHICH IS SIGNED AND APPROVED BY THE VICE PRESIDENT, INDEPENDENCE AT HOME, AND FORWARDED TO ACCOUNTS PAYABLE FOR PROCESSING. ACCOUNTS PAYABLE DISBURSES PAYMENT.F. ALL GRANTEES SUBMIT A QUARTERLY REPORT DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING. THE MANAGER, COMMUNITY OUTREACH AND GIVING, TRACKS AND REVIEWS THE REPORTS TO ENSURE COMPLIANCE. THE MANAGER ADDRESSES ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE THE CAUSE AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE VICE PRESIDENT, IAH, WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE CGC FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED.SCAN'S VOLUNTEER ACTION FOR AGING: THROUGH THIS PROGRAM, SCAN RECRUITS, TRAINS AND MANAGES VOLUNTEERS. IN 2016, THROUGH THIS PROGRAM, VOLUNTEERS IN THE COMMUNITY DONATED OVER 4,800 HOURS TO COMPLETE 134 SENIOR SUPPORT EVENTS/PROGRAMS, HOSTED 402 COMMUNITY EVENTS, AND DELIVERED 2,237 THANKSGIVING MEALS. SCAN HEALTH PLAN COMMUNITY OUTREACH:SCAN HEALTH PLAN HAS A LONG (35 PLUS YEARS) HISTORY OF CREATING PROGRAMS AND PROVIDING SERVICES TO OLDER ADULTS AND THEIR CAREGIVERS. SCAN'S EXPERIENCE WITH THIS SEGMENT OF THE POPULATION HAS ALLOWED US TO DEVELOP A UNIQUE EXPERTISE IN GERIATRIC CARE AND HEALTH INTERVENTIONS. SCAN HEALTH PLAN IS COMMITTED TO SHARING THIS SET OF SKILLS AND VAST KNOWLEDGE WITH THE BROADER COMMUNITY BY DEVELOPING COMMUNITY OUTREACH INITIATIVES. THESE INITIATIVES ARE AN IMPORTANT TOOL FOR BRINGING EDUCATION DIRECTLY TO COMMUNITY MEMBERS, AS WELL AS CONTRIBUTING TO REDUCING HEALTH DISPARITIES, AND IMPROVING HEALTH LITERACY, IN PARTICULAR AMONG UNDERSERVED COMMUNITIES. THROUGH OUR OUTREACH ACTIVITIES AND COMMUNITY GIVING PROGRAM, WE WORK TO SUPPORT ACCESS TO BASIC NEEDS SUCH AS FOOD AND NUTRITION, TO ENCOURAGE ACTIVE AND HEALTHY LIFESTYLES, TO ENGAGE OLDER ADULTS IN HEALTH MAINTENANCE, AND TO COLLABORATE WITH LOCAL SERVICE PARTNERS TO MEET GAPS IN COMMUNITY SERVICES. WE DO THIS IN MANY WAYS, BRINGING NEEDED RESOURCES AND A THOUGHTFUL PRESENCE TO OLDER ADULTS AND THEIR SUPPORT NETWORKS THROUGHOUT CALIFORNIA. OUR GOAL IS TO MAKE AN IMPACT IN ALL OF THE COMMUNITIES WE SERVE AND TO IMPROVE THE LIVES OF ALL SENIORS - NOT JUST SCAN MEMBERS.SCAN RECOGNIZES THAT ITS RESPONSIBILITY TO THE COMMUNITIES WE SERVE GOES BEYOND BUSINESS AND PROVIDING QUALITY HEALTHCARE. IN 2016, THE COMMUNITY OUTREACH TEAM FROM IAH PARTICIPATED IN 624 COMMUNITY AND INFORMATION/ASSISTANCE EVENTS ACROSS ALL SCAN COUNTIES. OF THESE 624 EVENTS, 460 WERE UNIQUE HEALTHY LIVING EDUCATIONAL PRESENTATIONS DELIVERED TO THE COMMUNITY AT LARGE BY NURSES, SOCIAL WORKERS AND GERONTOLOGISTS. 95 EVENTS CONSISTED OF A RANGE OF COMMUNITY SERVICES INCLUDING: CLINICAL HEALTH SCREENING TABLES AT HEALTH FAIRS TO DISTRIBUTE EDUCATION AND INFORMATION, AS WELL AS EVENTS ATTENDED BY THE SCAN RV/VAN. ADDITIONALLY, THERE WERE 69 "TRADING AGES" PRESENTATIONS TO KEY ORGANIZATIONS SUCH AS: NATIONAL CENTER ON ELDER ABUSE, ADULT PROTECTIVE SERVICES OC, ILLUMINATION FOUNDATION, DOVIA - PROFESSIONAL VOLUNTEER COORDINATORS ORGANIZATION, LOS ANGELES CITY EMPLOYEE RETIREE ASSOCIATION (LACERS), CALIFORNIA PARKS & RECREATION SERVICES (CPRS), BOY SCOUTS OF AMERICA, PROFESSIONAL ASSOCIATION SENIOR HOUSING SOCIAL WORKERS, RIVERSIDE COUNTY NURSES, PROJECT ACCESS, ST JOSEPH MEDICAL GROUP STAFF, HEALTH CARE PROFESSIONALS (SCAN MEDICAL GROUPS), HEALTH CARE PROFESSIONALS (HEALTH CARE PARTNERS), BONE BUILDERS - VOLUNTEERS OF VENTURA COUNTY, USC - ARCHITECTURE STUDENTS, USC - GERONTOLOGY STUDENTS, CSULB - GERONTOLOGY STUDENTS AND CSULB - NURSING STUDENTS.IN 2016, SCAN GAVE 37 GRANTS IN 8 COUNTIES, AND SUPPORTED 69 ORGANIZATIONS THROUGH SPONSORSHIPS. FOR THE YEAR ENDING DECEMBER 31, 2016 THE IAH PROGRAM INCURRED $13,335,780 IN PROGRAM EXPENSES AND RECEIVED $818,196 IN GRANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $141,790 | ExpenseAmt |
| Desc | PROVIDER INTEGRATION PROGRAM: SCAN HAS 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, 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. SCAN SHARES 5 STAR METRICS DATA THAT HIGHLIGHTS INDIVIDUAL PHYSICIAN GROUP PERFORMANCE ON HEDIS AND PART D QUALITY MEASURES, SUPPORTING IDENTIFICATION OF BEST PRACTICES WITHIN THE SCAN PROVIDER NETWORK. WE INVITE THE PROVIDERS TO SHARE THEIR BEST QUALITY IMPROVEMENT PRACTICES WITH THEIR COLLEAGUES FROM OTHER PROVIDER ORGANIZATIONS, HOSTING A WEBINAR SERIES SEVERAL TIMES A YEAR WITH A BEST PRACTICE ORGANIZATION LEADING THE WEBINAR, SHARING THEIR APPROACHES AND LESSONS LEARNED. WE HAVE ALSO WORKED WITH UCLA GERIATRIC MEDICINE RESEARCHERS TO PROMOTE BEST PRACTICE IDENTIFICATION AND IMPLEMENTATION IN THE AREAS OF END OF LIFE CARE AND CHRONIC DISEASE MANAGEMENT. THIS EFFORT CULMINATED IN A PROCESS WITHIN WHICH THE PROVIDER INTEGRATION PHYSICIAN GROUPS WERE SUPPORTED IN IMPLEMENTING AN IDENTIFIED BEST PRACTICE. UCLA PRESENTED THE RESULTS OF THIS RESEARCH AT THE GERONTOLOGICAL SOCIETY OF AMERICA AND THE AMERICAN ASSOCIATION PUBLIC HEALTH ASSOCIATION ANNUAL NATIONAL MEETINGS. 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, 2016, THE PROVIDER INTEGRATION PROGRAM INCURRED $141,790 IN PROGRAM EXPENSES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,003,868,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5224 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 980 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 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 | VIRGINIA HAVAI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629895100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 KILROY AIRPORT WAY SUITE 100 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908065616 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RYAN TRIMBLE | |||||||||
| DIRECTOR | 0.70 | 9.40 | Yes (X) | $156,949 | $0 | $0 | |||
| COLLEEN CAIN | |||||||||
| DIRECTOR | 0.55 | 8.45 | Yes (X) | $132,500 | $0 | $0 | |||
| LEOBARDO ESTRADA | |||||||||
| DIRECTOR | 0.55 | 4.95 | Yes (X) | $83,000 | $0 | $0 | |||
| THOMAS HIGGINS | |||||||||
| DIRECTOR | 0.50 | 7.30 | Yes (X) | $110,000 | $0 | $0 | |||
| ANDREW ALLOCCO | |||||||||
| DIRECTOR | 0.55 | 4.95 | Yes (X) | $87,000 | $0 | $0 | |||
| KIM HUNTER | |||||||||
| DIRECTOR | 0.50 | 4.50 | Yes (X) | $75,000 | $0 | $0 | |||
| PATRICK SEAVER | |||||||||
| DIRECTOR | 0.30 | 4.70 | Yes (X) | $65,500 | $0 | $0 | |||
| MICHAEL NOEL | |||||||||
| DIRECTOR | 0.50 | 7.60 | Yes (X) | $112,500 | $0 | $0 | |||
| FRANCESCA RUIZ DE LUZURIAGA | |||||||||
| DIRECTOR | 0.55 | 4.95 | Yes (X) | $89,500 | $0 | $0 | |||
| CHRISTOPHER WING | |||||||||
| CHIEF EXECUTIVE OFFICER | 30.00 | 10.00 | Yes (X) | $1,575,067 | $0 | $1,074,918 | Yes (X) | ||
| JENNIE CHIN-HANSEN | |||||||||
| DIRECTOR | 0.50 | 7.30 | Yes (X) | $112,500 | $0 | $0 | |||
| WILLIAM ROTH | |||||||||
| PRESIDENT | 31.00 | 9.00 | $928,578 | $0 | $582,842 | Yes (X) | |||
| NANCY MONK | |||||||||
| CHIEF ADMIN OFFICER | 32.00 | 8.00 | $0 | $692,003 | $390,519 | Yes (X) | |||
| CATHERINE BATTEER | |||||||||
| SVP & GM ALL SCAN MARKETS | 31.00 | 9.00 | $613,356 | $0 | $315,177 | Yes (X) | |||
| VINOD MOHAN | |||||||||
| CHIEF FINANCIAL OFFICER | 31.00 | 9.00 | $718,133 | $0 | $445,173 | Yes (X) | |||
| JANET KORNBLATT | |||||||||
| SECRETARY | 31.00 | 9.00 | $0 | $570,930 | $308,318 | Yes (X) | |||
| SHERRY STANISLAW | |||||||||
| SVP GM, SOUTHERN CA | 36.00 | 4.00 | $759,564 | $0 | $202,589 | Yes (X) | |||
| PETER BEGANS | |||||||||
| SVP PUBLIC GOV'T & COMMUNITY AFFAIRS | 20.00 | 20.00 | $0 | $556,967 | $224,437 | Yes (X) | |||
| EVE GELB | |||||||||
| SVP HEALTHCARE SERVICES | 32.00 | 8.00 | $473,323 | $0 | $199,293 | Yes (X) | |||
| JOSH GOODE | |||||||||
| CHIEF TECHNOLOGY EXECUTIVE | 32.00 | 8.00 | $0 | $454,257 | $238,244 | Yes (X) | |||
| RIAZ ALI | |||||||||
| CHIEF MARKETING EXECUTIVE | 20.00 | 20.00 | $419,783 | $0 | $220,336 | Yes (X) | |||
| KWAN-MOON LEUNG | |||||||||
| SVP HEALTHCARE INFORMATICS | 36.00 | 4.00 | $0 | $581,186 | $211,089 | Yes (X) | |||
| ROMILLA BATRA | |||||||||
| CHIEF MEDICAL EXECUTIVE | 32.00 | 8.00 | $510,000 | $0 | $241,585 | Yes (X) | |||
| DAVID MILLIGAN | |||||||||
| SVP SALES | 36.00 | 4.00 | $446,804 | $0 | $224,566 | Yes (X) | |||
| RUSSELL BROWER | |||||||||
| MEDICAL DIRECTOR | 39.20 | 0.80 | $426,905 | $0 | $164,094 | Yes (X) | |||
| DENNIS TSE | |||||||||
| OUTGOING CORPORATE MEDICAL DIRECTOR | 36.00 | 4.00 | $352,779 | $0 | $18,595 | Yes (X) | |||
| YUAN QIN | |||||||||
| CORP VP ACTUARIAL SVCS | 40.00 | 0.00 | $395,091 | $0 | $158,780 | Yes (X) | |||
| SHARONJIT JHAWAR | |||||||||
| CORPORATE VP PHARMACY | 32.00 | 8.00 | $465,452 | $0 | $170,550 | Yes (X) | |||
| DAN OSTERWEIL | |||||||||
| MEDICAL DIRECTOR | 32.00 | 8.00 | $440,787 | $0 | $139,600 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,550,071 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,855,343 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,530,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 148 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS INC | |||||
| 21653 NETWORK PLACE | CHICAGO | IL | 606731216 | MEDICAL SERVICES | $400,310,300 |
| DAVITA HEALTHCARE PARTNERS PLAN | |||||
| 2175 PARK PLACE | EL SEGUNDO | CA | 90245 | MEDICAL SERVICES | $271,559,830 |
| HERITAGE PROVIDER NETWORK | |||||
| 777A FLOWER ST | GLENDALE | CA | 91201 | MEDICAL SERVICES | $228,769,605 |
| PRIMECARE MEDICAL NETWORK | |||||
| 3990 CONCOURSE STE 500 | ONTARIO | CA | 91764 | MEDICAL SERVICES | $148,574,246 |
| SCRIPPS HEALTH PLAN SERVICES | |||||
| 10666 N TORREY PINES RD | SAN DIEGO | CA | 92037 | MEDICAL SERVICES | $113,419,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 462 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,664,511 | GovernmentGrantsAmt |
| All Other Contributions | $30,823 | AllOtherContributionsAmt |
| Total Contributions | $3,695,334 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE PREMIUMS | 900099 | $2,191,361,017 | $2,191,361,017 |
| MEDI-CAL PREMIUMS | 900099 | $56,478,697 | $56,478,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,247,839,714 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,240,162 | TotalRevenueColumnAmt |
| Exclusion | $7,240,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $197,331,241 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $189,084,335 | SecuritiesAmt |
| Other | $22,001 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,246,906 | SecuritiesAmt |
| Other | -$22,001 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,224,905 | TotalRevenueColumnAmt |
| Exclusion | $8,224,905 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,999 | TotalRevenueColumnAmt |
| Exclusion | $5,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,999 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,267,006,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,247,839,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,471,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,196 | TotalAmt |
| Program Services | $833,196 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,469,056 | TotalAmt |
| Management And General | $7,469,056 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,944,421 | TotalAmt |
| Program Services | $15,385,872 | ProgramServicesAmt |
| Management And General | $46,558,549 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,954,672 | TotalAmt |
| Program Services | $886,381 | ProgramServicesAmt |
| Management And General | $4,068,291 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,396,186 | TotalAmt |
| Program Services | $1,572,950 | ProgramServicesAmt |
| Management And General | $4,823,236 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,884,022 | TotalAmt |
| Program Services | $1,227,576 | ProgramServicesAmt |
| Management And General | $3,656,446 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,100 | TotalAmt |
| Management And General | $11,100 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,108 | TotalAmt |
| Management And General | $511,108 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,535 | TotalAmt |
| Management And General | $870,535 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,679 | TotalAmt |
| Management And General | $1,019,679 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,020,108,706 | TotalAmt |
| Program Services | $1,980,774,848 | ProgramServicesAmt |
| Management And General | $39,333,858 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,116,405 | TotalAmt |
| Program Services | $193,521 | ProgramServicesAmt |
| Management And General | $11,922,884 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,122,592 | TotalAmt |
| Program Services | $184,127 | ProgramServicesAmt |
| Management And General | $1,938,465 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,105 | TotalAmt |
| Program Services | $85,283 | ProgramServicesAmt |
| Management And General | $866,822 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,294 | TotalAmt |
| Program Services | $386,466 | ProgramServicesAmt |
| Management And General | $31,828 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,190 | TotalAmt |
| Program Services | $242,620 | ProgramServicesAmt |
| Management And General | $970,570 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,485 | TotalAmt |
| Program Services | $5,918 | ProgramServicesAmt |
| Management And General | $111,567 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,898,671 | TotalAmt |
| Program Services | $23,488 | ProgramServicesAmt |
| Management And General | $3,875,183 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOC. TO/FROM AFFIL. | $62,649,082 | $2,055,723 | $60,593,359 |
| BROKER COMMISSIONS | $23,070,056 | $23,070,056 | |
| ALL OTHER | $10,231,236 | $10,640 | $10,220,596 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,791,797 | TotalAmt |
| Program Services | $2,003,868,609 | ProgramServicesAmt |
| Management And General | $221,923,188 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,420,336 | BOYAmt |
| EOY | -$8,461,768 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,642,920 | BOYAmt |
| EOY | $156,417,317 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,830,807 | BOYAmt |
| EOY | $95,397,900 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,071 | BOYAmt |
| EOY | $1,290,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,749,339 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,322,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,398,242 | BOYAmt |
| EOY | $13,427,174 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,009,362 | BOYAmt |
| EOY | $87,546,548 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,638,362 | BOYAmt |
| EOY | $236,113,656 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,936 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,821,364 | BOYAmt |
| EOY | $582,031,197 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,949,158 | BOYAmt |
| EOY | $231,166,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,976 | BOYAmt |
| EOY | $123,543 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,402,131 | BOYAmt |
| EOY | $14,183,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,060,189 | BOYAmt |
| EOY | $4,503,929 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,647,454 | BOYAmt |
| EOY | $249,977,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,173,910 | BOYAmt |
| EOY | $332,053,568 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,173,910 | BOYAmt |
| EOY | $332,053,568 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $569,821,364 | BOYAmt |
| EOY | $582,031,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $41,214,317 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,665,341 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$65,000,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,705,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,635,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,653,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,742,566 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,695,334 | CurrentTaxYearAmt |
| Total | $18,432,411 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,682,067,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,862,239,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,013,469,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,165,129,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,247,839,714 | CurrentTaxYearAmt |
| Total | $9,970,745,207 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,685,772,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,865,874,716 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,017,122,952 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,168,871,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,251,535,048 | CurrentTaxYearAmt |
| Total | $9,989,177,618 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,989,177,618 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,221,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,114,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,788,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,616,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,240,162 | CurrentTaxYearAmt |
| Total | $50,980,241 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,221,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,114,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,788,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,616,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,240,162 | CurrentTaxYearAmt |
| Total | $50,980,241 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,699,994,436 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,876,988,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,026,911,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,177,487,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,258,775,210 | CurrentTaxYearAmt |
| Total | $10,040,157,859 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99510 | PublicSupportPY509Pct |
| Investment Income CY | 0.00510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00490 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $18,500 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $771,590 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $80,445 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $870,535 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B: | FormAndLineReferenceDesc |
| Explanation | LOBBYING EXPENSES REPRESENT SCAN'S ADVOCACY ON BEHALF OF THE SENIORS WE SERVE. THEY INCLUDE EMPLOYEE SALARIES, OUTSIDE COUNSEL FEES, CONSULTING FEES, AND TRADE ASSOCIATION DUES ATTRIBUTABLE TO DIRECT FEDERAL LOBBYING. SCAN WORKS TO INCREASE AWARENESS OF THE UNIQUE NEEDS OF THE ELDERLY AND TO ENHANCE THE PROGRAMS THAT WILL HELP THEM TO MAINTAIN THEIR INDEPENDENCE AND REMAIN IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,605,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,143,920 | DepreciationAmt |
| Book Value | $7,462,043 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,196,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,937,599 | DepreciationAmt |
| Book Value | $2,259,261 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,946,516 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,240,646 | DepreciationAmt |
| Book Value | $3,705,870 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,427,174 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US GOVERNMENT & AGENCY OBLIGATIONS | $57,584,589 | F |
| CORPORATE BONDS | $48,557,450 | F |
| ASSET-BACKED SECURITIES | $19,634,165 | F |
| MORTGAGE-BACKED SECURITIES | $100,019,708 | F |
| COMMINGLED FUNDS | $10,317,744 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $236,113,656 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $4,503,929 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,503,929 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,269,667,778 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,665,341 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,665,341 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,266,002,437 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,019,679 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$16,002 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,003,677 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,267,006,114 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,224,772,118 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,224,772,118 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,019,679 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,019,679 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,225,791,797 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNDER FASB ASC 740, INCOME TAXES, THE COMPANY IS REQUIRED TO RECOGNIZE A LIABILITY FOR EACH UNCERTAIN TAX POSITION AT THE AMOUNT ESTIMATED TO BE REQUIRED TO SETTLE THE ISSUES. AS OF DECEMBER 31, 2016 AND 2015, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON SALE -16,002. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 1300 EAST GREEN STREET | PASADENA | CA | 91106 | 951690983 | 501(C)(3) | $5,000 | GRANT |
| ACACIA ADULT DAY SERVICES | |||||||
| 11391 ACACIA PARKWAY | GARDEN GROVE | CA | 92840 | 953509323 | 501(C)(3) | $15,000 | GRANT |
| AFFORDABLE LIVING FOR THE AGING | |||||||
| 2029 CENTURY PARK E STE 4393 | LOS ANGELES | CA | 90067 | 953301874 | 501(C)(3) | $25,000 | GRANT |
| AGE WELL SENIOR SERVICES | |||||||
| 24461 RIDGE ROUTE DR STE 220 | LAGUNA HILLS | CA | 92653 | 931163563 | 501(C)(3) | $10,000 | GRANT |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | 953718119 | 501(C)(3) | $25,000 | SPONSORSHIP - EARLY MEMORY LOSS CONFERENCE |
| ALZHEIMER'S FAMILY SERVICES CENTER | |||||||
| 9451 INDIANAPOLIS AVE | HUNTINGTON BEACH | CA | 92646 | 953463975 | 501(C)(3) | $15,000 | PROVIDE DEMENTIA-SPECIFIC ADULT DAY SERVICES TO SENIORS. |
| ALZHEIMER'S ORANGE COUNTY | |||||||
| 2515 MCCABE WAY | IRVINE | CA | 92614 | 953702013 | 501(C)(3) | $20,000 | GRANT |
| CALIFORNIA ASSOCIATION OF LONG TERM CARE MEDICINE | |||||||
| PO BOX 800371 | SANTA CLARITA | CA | 91380 | 942552489 | 501(C)(3) | $10,000 | SPONSORSHIP - 42ND ANNUAL MEETING |
| CALIFORNIA COMMISSION ON AGING | |||||||
| 73 COLGATE DRIVE | RANCHO MIRAGE | CA | 92270 | 770187875 | 501(C)(3) | $5,000 | SPONSORSHIP - AGING, WOMEN AND POVERTY FORUM |
| CHINESE AMERICAN COALITION FOR COMPASSIONATE CARE | |||||||
| PO BOX 276 | CUPERTINO | CA | 95015 | 260895114 | 501(C)(3) | $15,000 | GRANT |
| COLORADO RIVER SENIOR CITIZENS | |||||||
| HC 20 BOX 3408 | BLYTHE | CA | 92225 | 330143646 | 501(C)(3) | $5,000 | GRANT |
| CONEJO VALLEY SENIOR CONCERNS | |||||||
| 401 HODENCAMP RD | THOUSAND OAKS | CA | 91360 | 952992927 | 501(C)(3) | $15,000 | PROVIDE 1,600 HOME DELIVERED MEALS TO LOW INCOME, HOMEBOUND SENIORS. |
| COUNCIL ON AGING ORANGE COUNTY | |||||||
| 1971 EAST 4TH ST SUITE 200 | SANTA ANA | CA | 92705 | 952874089 | 501(C)(3) | $20,000 | GRANT |
| EPISCOPAL SENIOR COMMUNITIES FOUNDATION | |||||||
| 2185 N CALIFORNIA BLVD STE 575 | WALNUT CREEK | CA | 94596 | 460502111 | 501(C)(3) | $15,000 | GRANT |
| FOOD FINDERS | |||||||
| 3744 N INDUSTRY AVENUE 401 | LAKEWOOD | CA | 90712 | 330412749 | 501(C)(3) | $10,000 | GRANT |
| FOUNDATION FOR SENIOR CARE | |||||||
| PO BOX 2155 | FALLBROOK | CA | 92088 | 953389263 | 501(C)(3) | $20,000 | GRANT |
| HELPING HAND WORLD WIDE | |||||||
| 31121 HOLLY DR | LAGUNA BEACH | CA | 92651 | 753164621 | 501(C)(3) | $5,000 | GRANT |
| HUMAN SERVICES ASSOCIATION | |||||||
| 6800 FLORENCE AVE | BELL GARDENS | CA | 90201 | 951816054 | 501(C)(3) | $15,000 | SPONSORSHIP - SPIRIT OF SERVICE GALA |
| ILLUMINATION FOUNDATION | |||||||
| 2691 RICHTER AVE STE 107 | IRVINE | CA | 92606 | 711047686 | 501(C)(3) | $25,000 | GRANT |
| INSTITUTE ON AGING | |||||||
| 3575 GEARY BLVD | SAN FRANCISCO | CA | 94118 | 942978977 | 501(C)(3) | $25,000 | GRANT |
| JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND WEST ORANGE COUNTY | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | 952273033 | 501(C)(3) | $5,000 | GRANT |
| JEWISH FAMILY SERVICE OF SAN DIEGO | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | 951644024 | 501(C)(3) | $10,000 | GRANT |
| JEWISH FAMILY SERVICE OF THE DESERT | |||||||
| 490 S FARRELL DRIVE SUITE C-208 | PALM SPRINGS | CA | 92262 | 330613083 | 501(C)(3) | $10,000 | GRANT |
| JEWISH FEDERATION OF GREATER LONG BEACH AND WEST ORANGE COUNTY | |||||||
| 3801 E WILLOW STREET | LONG BEACH | CA | 90815 | 951647830 | 501(C)(3) | $15,000 | GRANT |
| LAKEWOOD MEALS ON WHEELS | |||||||
| 5510 CLARK AVE | LAKEWOOD | CA | 90712 | 952929207 | 501(C)(3) | $5,000 | GRANT |
| LITTLE BROTHERS-FRIENDS OF THE ELDERLY | |||||||
| 909 HYDE ST SUITE 628 | SAN FRANCISCO | CA | 94109 | 943143730 | 501(C)(3) | $15,000 | GRANT |
| MEALS ON WHEELS GREATER SAN DIEGO | |||||||
| 2254 SAN DIEGO AVE STE 200 | SAN DIEGO | CA | 92110 | 952660509 | 501(C)(3) | $20,000 | GRANT |
| MEALS ON WHEELS OF SAN FRANCISCO | |||||||
| 1375 FAIRFAX AVE | SAN FRANCISCO | CA | 94124 | 941741155 | 501(C)(3) | $15,000 | PROVIDE 3,650 MEALS TAILORED TO DIETARY RESTRICTIONS. |
| MEALS ON WHEELS WEST | |||||||
| 1823 S MICHIGAN AVE | SANTA MONICA | CA | 90404 | 954613280 | 501(C)(3) | $10,000 | PROVIDE MEDICALLY APPROPRIATE MEALS AND WELLNESS CHECKS TO SENIORS. |
| ONEGENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | 954066979 | 501(C)(3) | $20,000 | GRANT |
| PACIFIC BUSINESS GROUP ON HEALTH | |||||||
| 575 MARKET ST SUITE 600 | SAN FRANCISCO | CA | 94105 | 943093623 | 501(C)(3) | $25,000 | SPONSORSHIP - CA QUALITY COLLABORATIVE |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | 954115863 | 501(C)(3) | $20,000 | GRANT |
| PROJECT OPEN HAND | |||||||
| 730 POLK ST FL 3 | SAN FRANCISCO | CA | 94109 | 943023551 | 501(C)(3) | $5,000 | GRANT |
| RIVERSIDE MEALS ON WHEELS | |||||||
| 4845 BROCKTON AVE | RIVERSIDE | CA | 92506 | 237262925 | 501(C)(3) | $10,000 | GRANT |
| SECOND HARVEST FOODBANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | 320362611 | 501(C)(3) | $20,000 | GRANT |
| SELF-HELP FOR THE ELDERLY | |||||||
| 731 SANSOME STREET STE 100 | SAN FRANCISCO | CA | 94111 | 941750717 | 501(C)(3) | $20,000 | GRANT |
| SERVING SENIORS | |||||||
| 525 14TH STREET SUITE 200 | SAN DIEGO | CA | 92101 | 952850121 | 501(C)(3) | $25,000 | PROVIDE EMERGENCY ASSISTANCE TO LOWEST INCOME, HIGH RISK SENIORS. |
| SF-MARIN FOODBANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(C)(3) | $10,000 | GRANT |
| ST FRANCIS LIVING ROOM | |||||||
| 350 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | 743159355 | 501(C)(3) | $5,000 | GRANT |
| THE FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | 953557056 | 501(C)(3) | $10,000 | BROWN BAG PROGRAM |
| THE HEALTH TRUST | |||||||
| 3180 NEWBERRY DRIVE SUITE 200 | SAN JOSE | CA | 95118 | 946050231 | 501(C)(3) | $20,000 | PROVIDE HOME DELIVERED MEALS AND WELLNESS CHECKS TO SENIORS. |
| US VETS | |||||||
| 800 WEST 6TH STREET SUITE 1505 | LOS ANGELES | CA | 90017 | 954382752 | 501(C)(3) | $5,000 | SPONSORSHIP - LONG BEACH 5K/10K WALK, RUN, ROLL |
| WISE & HEALTHY AGING | |||||||
| 1527 4TH STREET | SANTA MONICA | CA | 90401 | 952788014 | 501(C)(3) | $5,000 | SPONSORSHIP - CELEBRATION OF CARING |
| YWCA OF SAN GABRIEL VALLEY | |||||||
| 943 NORTH GRAND AVE | COVINA | CA | 91724 | 951641967 | 501(C)(3) | $20,000 | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTEES SUBMIT A QUARTERLY REPORT DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING. THE MANAGER, COMMUNITY OUTREACH AND GIVING, TRACKS AND REVIEWS THE REPORTS TO ENSURE COMPLIANCE. THE MANAGER ADDRESSES ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE CAUSES AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE VICE PRESIDENT, INDEPENDENCE AT HOME, WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE COMMUNITY GIVING COMMITTEE (CGC) FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. | 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 |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RYAN TRIMBLE | ||||||||||||||
| DIRECTOR | $156,949 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,949 | $0 | $0 | $0 |
| CHRISTOPHER WING | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $649,858 | $0 | $903,597 | $0 | $21,612 | $0 | $1,049,218 | $0 | $25,700 | $0 | $2,649,985 | $0 | $903,597 | $0 |
| WILLIAM ROTH | ||||||||||||||
| PRESIDENT | $475,245 | $0 | $431,721 | $0 | $21,612 | $0 | $546,419 | $0 | $36,423 | $0 | $1,511,420 | $0 | $431,721 | $0 |
| NANCY MONK | ||||||||||||||
| CHIEF ADMIN OFFICER | $0 | $399,681 | $0 | $270,710 | $0 | $21,612 | $0 | $368,558 | $0 | $21,961 | $0 | $1,082,522 | $0 | $270,710 |
| CATHERINE BATTEER | ||||||||||||||
| SVP & GM ALL SCAN MARKETS | $344,664 | $0 | $247,389 | $0 | $21,303 | $0 | $313,192 | $0 | $1,985 | $0 | $928,533 | $0 | $247,389 | $0 |
| VINOD MOHAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $443,860 | $0 | $255,013 | $0 | $19,260 | $0 | $412,446 | $0 | $32,727 | $0 | $1,163,306 | $0 | $255,013 | $0 |
| JANET KORNBLATT | ||||||||||||||
| SECRETARY | $0 | $342,164 | $0 | $201,010 | $0 | $27,756 | $0 | $303,833 | $0 | $4,485 | $0 | $879,248 | $0 | $201,010 |
| SHERRY STANISLAW | ||||||||||||||
| SVP GM, SOUTHERN CA | $292,437 | $0 | $175,088 | $0 | $292,039 | $0 | $187,504 | $0 | $15,085 | $0 | $962,153 | $0 | $175,088 | $0 |
| PETER BEGANS | ||||||||||||||
| SVP PUBLIC GOV'T & COMMUNITY AFFAIRS | $0 | $309,396 | $0 | $188,807 | $0 | $58,764 | $0 | $191,147 | $0 | $33,290 | $0 | $781,404 | $0 | $188,807 |
| EVE GELB | ||||||||||||||
| SVP HEALTHCARE SERVICES | $254,000 | $0 | $140,254 | $0 | $79,069 | $0 | $171,080 | $0 | $28,213 | $0 | $672,616 | $0 | $140,254 | $0 |
| JOSH GOODE | ||||||||||||||
| CHIEF TECHNOLOGY EXECUTIVE | $0 | $309,714 | $0 | $125,847 | $0 | $18,696 | $0 | $219,373 | $0 | $18,871 | $0 | $692,501 | $0 | $125,847 |
| RIAZ ALI | ||||||||||||||
| CHIEF MARKETING EXECUTIVE | $279,708 | $0 | $121,506 | $0 | $18,569 | $0 | $194,388 | $0 | $25,948 | $0 | $640,119 | $0 | $121,506 | $0 |
| KWAN-MOON LEUNG | ||||||||||||||
| SVP HEALTHCARE INFORMATICS | $0 | $311,150 | $0 | $160,699 | $0 | $109,337 | $0 | $202,045 | $0 | $9,044 | $0 | $792,275 | $0 | $160,699 |
| ROMILLA BATRA | ||||||||||||||
| CHIEF MEDICAL EXECUTIVE | $348,270 | $0 | $142,558 | $0 | $19,172 | $0 | $231,810 | $0 | $9,775 | $0 | $751,585 | $0 | $142,558 | $0 |
| DAVID MILLIGAN | ||||||||||||||
| SVP SALES | $282,596 | $0 | $144,754 | $0 | $19,454 | $0 | $201,390 | $0 | $23,176 | $0 | $671,370 | $0 | $144,754 | $0 |
| RUSSELL BROWER | ||||||||||||||
| MEDICAL DIRECTOR | $290,698 | $0 | $115,345 | $0 | $20,862 | $0 | $131,540 | $0 | $32,554 | $0 | $590,999 | $0 | $115,345 | $0 |
| DENNIS TSE | ||||||||||||||
| OUTGOING CORPORATE MEDICAL DIRECTOR | $182,679 | $0 | $25,250 | $0 | $144,850 | $0 | $0 | $0 | $18,595 | $0 | $371,374 | $0 | $0 | $0 |
| YUAN QIN | ||||||||||||||
| CORP VP ACTUARIAL SVCS | $291,883 | $0 | $84,567 | $0 | $18,641 | $0 | $153,423 | $0 | $5,357 | $0 | $553,871 | $0 | $0 | $0 |
| SHARONJIT JHAWAR | ||||||||||||||
| CORPORATE VP PHARMACY | $313,988 | $0 | $132,843 | $0 | $18,621 | $0 | $155,404 | $0 | $15,146 | $0 | $636,002 | $0 | $132,843 | $0 |
| DAN OSTERWEIL | ||||||||||||||
| MEDICAL DIRECTOR | $320,185 | $0 | $93,639 | $0 | $26,963 | $0 | $136,403 | $0 | $3,197 | $0 | $580,387 | $0 | $93,639 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SCAN HEALTH PLAN APPROVED AND PAID FOR FIRST CLASS TRAVEL FOR CEO CHRISTOPHER WING ON 6 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 3 | COMPENSATION FOR THE CEO AND CFO WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY THE COMPANY. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S AND CFO'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE BOARD OF DIRECTORS. |
| PART I, LINE 4A: | DURING 2016, THE EMPLOYMENT RELATIONSHIP OF THE FOLLOWING EMPLOYEE OF SCAN HEALTH PLAN ENDED. IN CONNECTION WITH THE TERMINATION OF HIS EMPLOYMENT, SCAN HEALTH PLAN NEGOTIATED AND PAID SEVERANCE TO THE EMPLOYEE. THE SEVERANCE PAYMENT WAS IN ACCORDANCE WITH THE TERMS OF THE EXECUTIVE SEVERANCE POLICY FOR VICE PRESIDENTS AND ABOVE. DENNIS TSE - SCAN HEALTH PLAN - $126,250 |
| 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. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: EVE GELB - $60,203 KWAN-MOON LEUNG - $89,721 SHERRY STANISLAW - $269,770 PETER BEGANS - $36,083 PURSUANT TO THE TERMS AND CONDITIONS OF THE SECTION 457(F) PLAN, A PARTICIPANT BECOMES 100% VESTED IN THE EMPLOYER CONTRIBUTION UPON THE OCCURRENCE OF ANY OF THE FOLLOWING WHILE THE PARTICIPANT IS AN EMPLOYEE: 1) THE PARTICIPANT HAS TEN YEARS OF CONTINUOUS EMPLOYMENT, COUNTING ONLY SERVICE AFTER DECEMBER 31, 2005. 2) THE PARTICIPANT REACHES THE AGE OF 62 AND HAS FIVE YEARS OF CONTINUOUS EMPLOYMENT; 3) THE PARTICIPANT'S INVOLUNTARY TERMINATION; 4) THE PARTICIPANT'S DISABILITY; OR 5) THE PARTICIPANT'S DEATH. DEFERRED COMPENSATION FOR 2016, REPORTED ON SCHEDULE J, PART II, AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN THE ITEMS (1) THROUGH (5) ABOVE. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT EMPLOYER AND EMPLOYEE CONTRIBUTES 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. THERE ARE TWO COMPONENTS OF THE COMPANY INCENTIVE PLAN (ICP): A. ANNUAL ICP AWARD - PAID ON OR AROUND APRIL 1ST OF THE SUBSEQUENT YEAR. B. DEFERRED ICP AWARD - BASED ON THE VESTING TERMS AND CONDITIONS FOR THIS COMPONENT, THERE IS SUBSTANTIAL RISK OF FORFEITURE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGANIZATION IS SCAN GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ACCOUNTING FIRM OF DELOITTE TAX, LLP, WORKING IN CONJUNCTION WITH SCAN'S FINANCE DEPARTMENT. SCAN HEALTH PLAN'S DIRECTOR OF ACCOUNTING HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT AND CONTROLLER OF SCAN HEALTH PLAN. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS CIRCULATED FOR REVIEW AND COMMENT BY RELEVANT MEMBERS OF THE EXECUTIVE TEAM WHO HAVE RESPONSIBILITY FOR AND/OR KNOWLEDGE REGARDING THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 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 REVIEWED IN ITS ENTIRETY BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN GROUP AND ALL MEMBERS OF THE BOARD OF DIRECTORS AFTER IT IS PREPARED FOR FILING, BUT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | SCAN HEALTH PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND MEMBERS OF EXECUTIVE MANAGEMENT MUST COMPLETE AND SIGN. IN ADDITION, THERE IS ANNUAL MANDATORY COMPLIANCE EDUCATION AND TRAINING. SCAN'S COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENFORCEMENT OF SCAN'S ROBUST COMPLIANCE PROGRAM AND SCAN'S 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 15B | THE 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 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 2016 SALARY PACKAGE WAS ERNST & YOUNG. EFFECTIVE 6/1/2016, THE OUTSIDE COMPENSATION CONSULTANT PROVIDING SUCH TOOLS AND GUIDANCE IS SULLIVAN COTTER. THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES OF SCAN HEALTH PLAN AND SCAN GROUP IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT 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 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 NONPROFIT 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 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 2016 SALARY PACKAGE WAS ERNST & YOUNG. EFFECTIVE 6/1/2016, THE OUTSIDE COMPENSATION CONSULTANT PROVIDING SUCH TOOLS AND GUIDANCE IS SULLIVAN COTTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | SCAN HEALTH PLAN'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. SCAN HEALTH PLAN'S AUDITED FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE DEPARTMENT OF MANAGED HEALTH CARE'S WEBSITE AND TAX RETURNS ARE AVAILABLE ON REQUEST. |
| FORM 990, PART IX, LINE 11G | MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,980,040,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,980,040,181. OTHER FEES: PROGRAM SERVICE EXPENSES 734,667. MANAGEMENT AND GENERAL EXPENSES 39,333,858. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,068,525. |
| FORM 990, PART XI, LINE 9: | FUND BALANCE TRANSFER TO SCAN GROUP -65,000,000. |
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 SUITE 100 | LONG BEACH | CA | 90806 | 953826037 | ADMIN SUPPORT | CA | 501(C)(3) | 12B | N/A | 0 | |
| THE SCAN FOUNDATION | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 400 | LONG BEACH | CA | 90806 | 450552845 | GRANT MAKING | CA | 501(C)(3) | 12B | Yes (1) | SCAN GROUP | |
| SCAN HEALTH PLAN ARIZONA | |||||||||||
| 3800 KILROY AIRPORT WAY SUITE 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 SUITE 100 | LONG BEACH | CA | 90806 | 462962358 | HEALTHCARE | CA | N/A | C | Yes (1) |
| SCAN CALIFORNIA MANAGEMENT COMPANY | |||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 462951831 | MANAGEMENT | CA | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCAN GROUP | ||
| B | $65,000,000 | BOOK VALUE |
| SCAN GROUP | ||
| P | $43,031,110 | BOOK VALUE |
| SCAN HEALTH PLAN ARIZONA | ||
| P | $1,943,310 | BOOK VALUE |
| THE SCAN FOUNDATION | ||
| Q | $284,815 | BOOK VALUE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, PERCENTAGE OF HEADCOUNT, PERCENTAGE OF SCAN MEMBERSHIP, AND/OR THE PERCENTAGE OF BID SUBMISSIONS, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE. | ExplanationTxt |