SCAN HEALTH PLAN: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SCAN HEALTH PLAN (EIN 95-3858259)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201503139349303290
- Schema version
- 2014v5.0
- 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 | 2015-11-09T18:05:02-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3200 BRISTOL ST 4TH FLOOR | 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 | 2014-01-01 | 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) |
|---|---|---|
| In Care Of | % VIRGINIA HAVAI | InCareOfNm |
| Business Name Control | SCAN | BusinessNameControlTxt |
| 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 | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY MONK | PersonNm |
| Person Title | CRO | PersonTitleTxt |
| Phone | 5629895100 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER H HICK JR | PreparerPersonNm |
| PTIN | P01070437 | PTIN |
| Phone | 7149573200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 Way ste 100 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,298,045,104 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | SCANS MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 974 | TotalEmployeeCnt |
| Total Volunteers | 3369 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,635,285 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,653,657 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,862,239,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,013,469,295 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,206,792 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,206,782 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,915,081,509 | PYTotalRevenueAmt |
| CY Total Revenue | $2,033,329,734 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $310,677 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $358,579 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,330,277 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $75,205,875 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,797,106,008 | PYOtherExpensesAmt |
| CY Other Expenses | $2,014,607,401 | CYOtherExpensesAmt |
| PY Total Expenses | $1,868,746,962 | PYTotalExpensesAmt |
| CY Total Expenses | $2,090,171,855 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,334,547 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$56,842,121 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $647,648,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $575,654,478 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $186,176,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,290,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $461,471,767 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $402,364,268 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SCANS MISSION IS TO KEEP SENIORS HEALTHY AND INDEPENDENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,850,877,127 | ExpenseAmt |
| Grant | $24,600 | GrantAmt |
| Revenue | $2,013,469,295 | RevenueAmt |
| Desc | SEE ATTACHED ON SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,164,578 | ExpenseAmt |
| Grant | $10,198 | GrantAmt |
| Desc | SEE ATTACHED ON SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,381,381 | ExpenseAmt |
| Grant | $323,781 | GrantAmt |
| Desc | SEE ATTACHED ON SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,861,423,086 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4267 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 974 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA HAVAI | PersonNm |
| Phone | 5629898300 | 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 (30 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ryan Trimble | ||||||||||
| Director | 0.7 | 9.6 | Yes (X) | $136,200 | $0 | $0 | ||||
| Colleen Cain | ||||||||||
| Director | 0.6 | 8.5 | Yes (X) | $123,000 | $0 | $0 | ||||
| Leobarda Estrada | ||||||||||
| Director | 0.6 | 5.4 | Yes (X) | $78,000 | $0 | $0 | ||||
| Thomas Higgins | ||||||||||
| Director | 0.4 | 6.3 | Yes (X) | $105,000 | $0 | $0 | ||||
| Andrew Allocco | ||||||||||
| Director | 0.5 | 4.7 | Yes (X) | $82,000 | $0 | $0 | ||||
| Kim Hunter | ||||||||||
| Director | 0.4 | 3.5 | Yes (X) | $70,000 | $0 | $0 | ||||
| Patrick Seaver | ||||||||||
| Director | 0.6 | 8.3 | Yes (X) | $114,200 | $0 | $0 | ||||
| Michael Noel | ||||||||||
| Director | 0.5 | 7.5 | Yes (X) | $106,200 | $0 | $0 | ||||
| Francesca Ruiz De Luzuriaga | ||||||||||
| Director | 0.7 | 5.9 | Yes (X) | $82,000 | $0 | $0 | ||||
| Christopher Wing | ||||||||||
| President/CEO | 18.0 | 22.0 | Yes (X) | $980,319 | $0 | $547,891 | Yes (X) | |||
| William Roth | ||||||||||
| COO | 20.0 | 20.0 | $646,670 | $0 | $372,915 | Yes (X) | ||||
| Walter Stone | ||||||||||
| Outgoing CFO | 18.0 | 22.0 | $1,244,603 | $0 | $40,673 | Yes (X) | ||||
| Nancy Monk | ||||||||||
| Chief Risk Officer | 18.0 | 22.0 | $0 | $407,835 | $199,752 | Yes (X) | ||||
| Catherine Batteer | ||||||||||
| SVP & GM All Scan Markets | 10.0 | 30.0 | $463,703 | $0 | $185,539 | Yes (X) | ||||
| Vinod Mohan | ||||||||||
| CFO | 18.0 | 22.0 | $339,703 | $0 | $63,378 | Yes (X) | ||||
| Janet Kornblatt | ||||||||||
| General Counsel | 18.0 | 22.0 | $0 | $259,699 | $111,469 | Yes (X) | ||||
| Douglas Jaques | ||||||||||
| Outgoing General Counsel | 18.0 | 22.0 | $0 | $779,252 | $13,996 | Yes (X) | ||||
| Gilbert Miller | ||||||||||
| Outgoing SVP National Sales | 18.0 | 22.0 | $0 | $359,370 | $18,192 | Yes (X) | ||||
| Sherry Stanislaw | ||||||||||
| SVP & GM So Cal Market | 20.0 | 20.0 | $418,422 | $0 | $151,314 | Yes (X) | ||||
| Peter Begans | ||||||||||
| SVP Public & Government Affair | 20.0 | 20.0 | $0 | $442,935 | $185,385 | Yes (X) | ||||
| Eve Gelb | ||||||||||
| SVP Healthcare Services | 20.0 | 20.0 | $319,673 | $0 | $141,570 | Yes (X) | ||||
| Merlin Swackhamer | ||||||||||
| Outgoing CIO | 17.0 | 23.0 | $0 | $476,794 | $13,000 | Yes (X) | ||||
| Josh Goode | ||||||||||
| CIO | 20.0 | 20.0 | $0 | $308,640 | $87,416 | Yes (X) | ||||
| David Milligan | ||||||||||
| SVP National Sales | 18.0 | 22.0 | $305,667 | $0 | $124,813 | Yes (X) | ||||
| Russell Brower | ||||||||||
| Corporate Medical Director | 40.0 | 0.0 | $367,111 | $0 | $110,374 | Yes (X) | ||||
| Bevann Moreland | ||||||||||
| VP Strategic Proj Imp & Clms | 35.0 | 5.0 | $370,680 | $0 | $85,978 | Yes (X) | ||||
| Romilla Batra | ||||||||||
| Corporate Medical Director SG | 40.0 | 0.0 | $354,642 | $0 | $102,291 | Yes (X) | ||||
| Sharonjit Jhawar | ||||||||||
| VP Pharmacy | 38.0 | 2.0 | $359,732 | $0 | $99,893 | Yes (X) | ||||
| Dan Osterweil | ||||||||||
| Corp Medical Director | 40.0 | 0.0 | $376,742 | $0 | $88,649 | Yes (X) | ||||
| Timothy Schwab | ||||||||||
| Outgoing Chief Med & Vision | 20.0 | 20.0 | $338,652 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,782,919 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,034,525 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,744,488 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 136 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPRESS SCRIPTS | |||||
| 21653 NETWORK PLACE | CHICAGO | IL | 60673 | MEDICAL SERVICES | $326,683,408 |
| HERITAGE PROVIDER NETWORK | |||||
| 777A FLOWER ST | GLENDALE | CA | 91201 | MEDICAL SERVICES | $216,843,102 |
| HEALTHCARE PARTNERS AFF MG | |||||
| 19191 S VERMONT SUITE 200 | TORRANCE | CA | 90502 | MEDICAL SERVICES | $116,767,237 |
| DAVITA HEALTHCARE PARTNERS PLAN | |||||
| 19191 S VERMONT SUITE 200 | TORRANCE | CA | 90502 | MEDICAL SERVICES | $158,466,239 |
| PRIMECARE MEDICAL NETWORK | |||||
| 3990 Concourse Ste 500 | ONTARIO | CA | 91764 | MEDICAL SERVICES | $127,066,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 415 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,649,869 | GovernmentGrantsAmt |
| All Other Contributions | $3,788 | AllOtherContributionsAmt |
| Total Contributions | $3,653,657 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE PREMIUMS | 900099 | $1,972,517,751 | $1,972,517,751 |
| MEDI-CAL PREMIUMS | 900099 | $40,951,544 | $40,951,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,013,469,295 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,788,407 | TotalRevenueColumnAmt |
| Exclusion | $9,788,407 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,133,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $264,712,370 | SecuritiesAmt |
| Other | $3,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,421,375 | SecuritiesAmt |
| Other | -$3,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,418,375 | TotalRevenueColumnAmt |
| Exclusion | $6,418,375 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,033,329,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,013,469,295 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $16,206,782 | 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 | $358,579 | TotalAmt |
| Program Services | $358,579 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,189,766 | TotalAmt |
| Management And General | $6,189,766 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,465,960 | TotalAmt |
| Program Services | $10,223,753 | ProgramServicesAmt |
| Management And General | $36,242,207 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,909,303 | TotalAmt |
| Program Services | $105,338 | ProgramServicesAmt |
| Management And General | $5,803,965 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,114,250 | TotalAmt |
| Program Services | $634,730 | ProgramServicesAmt |
| Management And General | $3,479,520 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,256,271 | TotalAmt |
| Program Services | $1,186,726 | ProgramServicesAmt |
| Management And General | $7,069,545 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,270,325 | TotalAmt |
| Program Services | $821,631 | ProgramServicesAmt |
| Management And General | $3,448,694 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,930 | TotalAmt |
| Management And General | $16,930 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$750,000 | TotalAmt |
| Management And General | -$750,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,100 | TotalAmt |
| Program Services | $23,100 | ProgramServicesAmt |
| Management And General | $290,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,563 | TotalAmt |
| Management And General | $938,563 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,282,734 | TotalAmt |
| Management And General | $1,282,734 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,650,480 | TotalAmt |
| Program Services | $1,844,302,590 | ProgramServicesAmt |
| Management And General | $37,347,890 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,069,779 | TotalAmt |
| Program Services | $165,857 | ProgramServicesAmt |
| Management And General | $12,903,922 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,658,863 | TotalAmt |
| Program Services | $193,568 | ProgramServicesAmt |
| Management And General | $2,465,295 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,620 | TotalAmt |
| Program Services | $79,861 | ProgramServicesAmt |
| Management And General | $283,759 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,285 | TotalAmt |
| Program Services | $304,751 | ProgramServicesAmt |
| Management And General | $72,534 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,663 | TotalAmt |
| Program Services | $174,280 | ProgramServicesAmt |
| Management And General | $1,055,383 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,411 | TotalAmt |
| Program Services | $2,959 | ProgramServicesAmt |
| Management And General | $99,452 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,883,421 | TotalAmt |
| Program Services | $769,241 | ProgramServicesAmt |
| Management And General | $9,114,180 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOCATIONS TO/FROM AFFILIATES | $50,122,688 | $1,872,945 | $48,249,743 |
| BROKER COMMISSIONS | $16,929,911 | $159,882 | $16,770,029 |
| ALL OTHER | $36,417,953 | $43,295 | $36,374,658 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,171,855 | TotalAmt |
| Program Services | $1,861,423,086 | ProgramServicesAmt |
| Management And General | $228,748,769 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,441,824 | BOYAmt |
| EOY | -$12,049,227 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,493,057 | BOYAmt |
| EOY | $50,031,666 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,321,946 | BOYAmt |
| EOY | $77,163,043 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,792,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,409,471 | BOYAmt |
| EOY | $1,028,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,910,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,953,646 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,322,391 | BOYAmt |
| EOY | $10,957,085 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,943,589 | BOYAmt |
| EOY | $168,233,864 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,507,467 | BOYAmt |
| EOY | $279,989,961 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,648,097 | BOYAmt |
| EOY | $575,654,478 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,708,215 | BOYAmt |
| EOY | $168,006,538 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,870 | BOYAmt |
| EOY | $491,280 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,069 | BOYAmt |
| EOY | $1,068,869 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,769,176 | BOYAmt |
| EOY | $3,723,523 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,176,330 | BOYAmt |
| EOY | $173,290,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,471,767 | BOYAmt |
| EOY | $402,364,268 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,471,767 | BOYAmt |
| EOY | $402,364,268 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647,648,097 | BOYAmt |
| EOY | $575,654,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$56,842,121 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,265,378 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | 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 | $3,871,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,830,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,705,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,635,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,653,657 | CurrentTaxYearAmt |
| Total | $18,696,019 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,629,939,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,634,965,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682,067,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,862,239,431 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,013,469,295 | CurrentTaxYearAmt |
| Total | $8,822,680,816 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,633,810,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,638,795,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,685,772,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,865,874,716 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,017,122,952 | CurrentTaxYearAmt |
| Total | $8,841,376,835 | 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 | $8,841,376,835 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,286,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,795,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,221,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,114,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,788,407 | CurrentTaxYearAmt |
| Total | $65,205,428 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,286,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,795,274 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,221,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,114,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,788,407 | CurrentTaxYearAmt |
| Total | $65,205,428 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,661,096,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,641,590,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,699,994,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,876,988,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,026,911,359 | CurrentTaxYearAmt |
| Total | $8,906,582,263 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99268 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99074 | PublicSupportPY509Pct |
| Investment Income CY | 0.00732 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00926 | 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) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Limited Control Provisions App | Yes (X) | LimitedControlProvisionsAppInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | Yes (true) | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Mailings Members | $24,478 | MailingsMembersAmt |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $848,727 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $65,358 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $938,563 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule C, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,260,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,828,324 | DepreciationAmt |
| Book Value | $3,432,589 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,236,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,125,322 | DepreciationAmt |
| Book Value | $7,111,012 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $413,484 | OtherCostOrOtherBasisAmt |
| Book Value | $413,484 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,957,085 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US GOVERNMENT & AGENCY | $0 | |
| OBLIGATIONS | $83,297,564 | F |
| CORPORATE BONDS | $51,726,212 | F |
| ASSET-BACKED SECURITIES | $65,101,803 | F |
| MORTGAGE-BACKED SECURITIES | $69,144,133 | F |
| COMMINGLED FUNDS | $10,720,249 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $279,989,961 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION LIABILITY | Desc |
| Amt | $3,723,523 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,723,523 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,029,781,622 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,265,378 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,265,378 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,032,047,000 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,282,734 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,282,734 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,033,329,734 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,088,889,121 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,088,889,121 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,282,734 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,282,734 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,090,171,855 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, FIN 48 FOOTNOTE TO FINANCIAL STATEMENTS: | FormAndLineReferenceDesc |
| Explanation | 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, 2014 and 2013, there were no liabilities recorded for uncertain tax positions. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association OC | |||||||
| 2515 McCabe Way | Irvine | CA | 92614 | 953702013 | 501(c)(3) | $20,550 | Advanced Care Planning Initiative |
| WISE & Healthy Aging | |||||||
| 1527 4th Street 2nd Floor | Santa Monica | CA | 90401 | 952788014 | 501(c)(3) | $20,000 | Purchase of services to fulfill emergency needs of seniors |
| Area Agency on Aging Region One | |||||||
| 1366 E Thomas Road 108 | Phoenix | AZ | 85014 | 742371957 | AZ Dep of Aging | $15,000 | Provide meals through Adult Protective Services Coordination program for identified seniors |
| California Association of Long Term Care | |||||||
| PO Box 800371 | Santa Clarita | CA | 91380 | 942552489 | 501(c)(3) | $15,000 | Support for performance improvement education trainings introducing "Interventions to Reduce Acute Care Transfer" |
| Family Service Association | |||||||
| 21250 Box Springs Road | Moreno Valley | CA | 92557 | 951803694 | 501(c)(3) | $15,000 | Sustain meal delivery to homebound seniors as well as ensure no one will be placed on a waiting list |
| Horizon Cross Cultural Center | |||||||
| 3707 W Garden Grove Blvd | Orange | CA | 92868 | 953480917 | 501(c)(3) | $15,000 | Supplement free food distrubution with culturally desired food- ensuring adequate nutrition |
| International Institute | |||||||
| 3845 Selig Place | Los Angeles | CA | 90031 | 951641446 | 501(c)(3) | $15,000 | Support senior nutrition home-delivered meal program |
| Jacobs & Cushman San Diego Food Bank | |||||||
| 9850 Distribution Ave | San Diego | CA | 92121 | 204374795 | 501(c)(3) | $15,000 | Purchase, store and deliver nutritious, fresh fruits and vegetables to low income seniors |
| Rehabilitation Services Northern California | |||||||
| 490 Golf Club Rd | Pleasant Hill | CA | 94523 | 942822559 | 501(c)(3) | $15,000 | Emergency Assistance Funds |
| Tempe Community Action Agency | |||||||
| 2150 E Orange St | Tempe | AZ | 85281 | 860254820 | 501(c)(3) | $15,000 | Provide gap coverage to deliver hot meals to homebound and disabled seniors at risk of institutionalization |
| Meals on Wheels West | |||||||
| 1823 Michigan Ave Ste A | Santa Monica | CA | 90404 | 954613280 | 501(c)(3) | $12,000 | Home delivered meals to recently discharged low-income patients requiring diabetic, renal, or other diet restricted meals for 30 days |
| Conejo Valley Senior Concerns | |||||||
| 401 Hodencamp Road | Thousand Oaks | CA | 91360 | 952992927 | 501(c)(3) | $10,000 | Ensure homebound, low-income seniors have access to freshly prepared, nutritionally balanced meals 364 days per year |
| County of San Joaquin | |||||||
| 102 S San Joaquin | Stockton | CA | 95202 | 946000531 | CA Dep of Aging | $10,000 | Provide final safety net for low-income seniors when need cannot be met through other means |
| Jewish Family Service of the Desert | |||||||
| 801 E Tahquitz Canyon Way Ste 20 | Palm Springs | CA | 92262 | 330613083 | 501(c)(3) | $10,000 | Provide emergency assistance to older adults who are experiencing a severe financial emergency and are in crisis |
| Livewell San Diego | |||||||
| 4425 Bannock Ave | San Diego | CA | 92117 | 953068100 | 501(c)(3) | $10,000 | Scholarships to Adult Day Care program for low income seniors who are in early stages of Alzheimer's, dementia and cognitive impairment |
| Meals on Wheels of San Francisco | |||||||
| 1375 Fairfax Ave | San Francisco | CA | 94124 | 941741155 | 501(c)(3) | $10,000 | Provide additional 3,800 meals to 272 low-income, homebound seniors |
| Senior Gleaners | |||||||
| 1951 Bell Ave | Sacramento | CA | 95838 | 510183481 | 501(c)(3) | $10,000 | Obtain and distribute additional 52,632 pounds of food for seniors as well as purchase senior related items ie: Nutritional supplements |
| St Vincent Senior Citizen Nutrition | |||||||
| 2131 W 3rd Street | Los Angeles | CA | 90057 | 953696693 | 501(c)(3) | $10,000 | Prepare and deliver warm nutritious meals daily to the homes of impoverished seniors- Service Deserts: other MOW cannot/will not service |
| The Angel's Depot | |||||||
| 1497 Poinsettia Ave Ste 158 | Vista | CA | 92081 | 202723243 | 501(c)(3) | $10,000 | Prepare and deliver 400 Emergency Meal Boxes, consisting of 8,400 meals to feed poor seniors in San Diego County |
| The Roxanna Todd Hodges Foundation | |||||||
| 23332 Mill Creek Drive Ste 120 | Laguna Hills | AL | 92653 | 330809745 | 501(c)(3) | $10,000 | Purchase and deploy cholesterol & glucose screening machines to prevent strokes through screening |
| Partners in Care Foundation | |||||||
| 732 Mott Dr Suite 150 | San Fernando | CA | 91340 | 953954057 | 501(c)(3) | $8,600 | Sponsorship of the 2014 Vision and Excellence in Healthcare Leadership Tribute |
| Food Finders Inc | |||||||
| 2301 E 28th Street Ste 303 | Signal Hill | CA | 90755 | 330412749 | 501(c)(3) | $5,500 | Rescue perishable and non-perishable food to be distributed to 98 agencies providing services to low-income seniors |
| Alzheimer's Association Northern California | |||||||
| 1060 La Avenida | Mountain View | CA | 94043 | 942897949 | 501(c)(3) | $5,300 | Sponsorship/supporting Alzheimer's walks |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990 Schedule I - 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 the reports and reviews to ensure compliance. The Manager addresses issues with the grantee to identify causes and any remediation required. Issues with compliance are raised to the Vice President, Independence at Home who will assist with remedy 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 |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Wing | ||||||||||||||
| President/CEO | $626,966 | $0 | $331,820 | $0 | $21,533 | $0 | $522,786 | $0 | $25,105 | $0 | $1,528,210 | $0 | $331,820 | $0 |
| William Roth | ||||||||||||||
| COO | $428,181 | $0 | $194,463 | $0 | $24,026 | $0 | $306,018 | $0 | $66,897 | $0 | $1,019,585 | $0 | $194,463 | $0 |
| Walter Stone | ||||||||||||||
| Outgoing CFO | $294,585 | $0 | $287,324 | $0 | $662,694 | $0 | $18,100 | $0 | $22,573 | $0 | $1,285,276 | $0 | $287,324 | $0 |
| Nancy Monk | ||||||||||||||
| Chief Risk Officer | $0 | $284,809 | $0 | $103,535 | $0 | $19,491 | $0 | $180,187 | $0 | $19,565 | $0 | $607,587 | $0 | $103,535 |
| Catherine Batteer | ||||||||||||||
| SVP & GM All Scan Markets | $333,779 | $0 | $108,712 | $0 | $21,212 | $0 | $185,539 | $0 | $0 | $0 | $649,242 | $0 | $108,712 | $0 |
| Douglas Jaques | ||||||||||||||
| Outgoing General Counsel | $0 | $11,220 | $0 | $140,659 | $0 | $627,373 | $0 | $10,237 | $0 | $3,759 | $0 | $793,248 | $0 | $140,659 |
| Gilbert Miller | ||||||||||||||
| Outgoing SVP National Sales | $0 | $223,689 | $0 | $81,223 | $0 | $54,458 | $0 | $18,054 | $0 | $138 | $0 | $377,562 | $0 | $81,223 |
| Sherry Stanislaw | ||||||||||||||
| SVP & GM So Cal Market | $292,699 | $0 | $104,919 | $0 | $20,804 | $0 | $139,736 | $0 | $11,578 | $0 | $569,736 | $0 | $104,919 | $0 |
| Peter Begans | ||||||||||||||
| SVP Public & Government Affair | $0 | $311,498 | $0 | $108,737 | $0 | $22,700 | $0 | $150,787 | $0 | $34,598 | $0 | $628,320 | $0 | $108,737 |
| Eve Gelb | ||||||||||||||
| SVP Healthcare Services | $231,224 | $0 | $69,641 | $0 | $18,808 | $0 | $112,935 | $0 | $28,635 | $0 | $461,243 | $0 | $69,641 | $0 |
| Timothy Schwab | ||||||||||||||
| Outgoing Chief Med & Vision | $0 | $0 | $0 | $0 | $338,652 | $0 | $0 | $0 | $0 | $0 | $338,652 | $0 | $0 | $0 |
| Merlin Swackhamer | ||||||||||||||
| Outgoing CIO | $0 | $0 | $0 | $138,107 | $0 | $338,687 | $0 | $13,000 | $0 | $0 | $0 | $489,794 | $0 | $138,107 |
| Russell Brower | ||||||||||||||
| Corporate Medical Director | $280,254 | $0 | $66,138 | $0 | $20,719 | $0 | $87,031 | $0 | $23,343 | $0 | $477,485 | $0 | $66,138 | $0 |
| Bevann Moreland | ||||||||||||||
| VP Strategic Proj Imp & Clms | $289,454 | $0 | $62,413 | $0 | $18,813 | $0 | $81,841 | $0 | $4,137 | $0 | $456,658 | $0 | $62,413 | $0 |
| Romilla Batra | ||||||||||||||
| Corporate Medical Director SG | $288,961 | $0 | $47,480 | $0 | $18,201 | $0 | $88,730 | $0 | $13,561 | $0 | $456,933 | $0 | $47,480 | $0 |
| Sharonjit Jhawar | ||||||||||||||
| VP Pharmacy | $285,857 | $0 | $55,644 | $0 | $18,231 | $0 | $88,235 | $0 | $11,658 | $0 | $459,625 | $0 | $55,644 | $0 |
| Vinod Mohan | ||||||||||||||
| CFO | $121,598 | $0 | $200,000 | $0 | $18,105 | $0 | $59,385 | $0 | $3,993 | $0 | $403,081 | $0 | $0 | |
| Janet Kornblatt | ||||||||||||||
| General Counsel | $0 | $236,784 | $0 | $10,000 | $0 | $12,915 | $0 | $110,167 | $0 | $1,302 | $0 | $371,168 | $0 | $0 |
| Josh Goode | ||||||||||||||
| CIO | $0 | $290,179 | $0 | $2,500 | $0 | $15,961 | $0 | $64,896 | $0 | $22,520 | $0 | $396,056 | $0 | $0 |
| David Milligan | ||||||||||||||
| SVP National Sales | $247,848 | $0 | $37,487 | $0 | $20,332 | $0 | $104,564 | $0 | $20,249 | $0 | $430,480 | $0 | $37,487 | $0 |
| Dan Osterweil | ||||||||||||||
| Corp Medical Director | $299,283 | $0 | $51,003 | $0 | $26,456 | $0 | $87,637 | $0 | $1,012 | $0 | $465,391 | $0 | $51,003 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Schedule J - Part I, Line 1a | At the Company's request, spouses/guests of certain SCAN Group, SCAN Health Plan and SCAN Health Plan Arizona executives attended a Company business event in 2014. The business purpose of the event was informing our distribution partners regarding the Company's upcoming Annual Election Period (AEP) and soliciting input on how to best position SCAN for increased enrollment. Because the Company requested that spouses and guests attend this meeting for the purpose of creating deeper and more productive relationships between SCAN and important third party business partners, the Company reimbursed these travel expenses. Additionally, the Company reimbursed travel expenses for spouses/guests of members of the Board of Directors of SCAN Group and SCAN Health Plan who attended an offsite Board meeting in 2014. SCAN Health Plan approved and paid for first class travel for CEO Chris Wing on 6 occasions where the flight was 4 hours or longer; as Mr. Wing is 6'5" tall and a regular airplane seat is extremely uncomfortable for flights of 4 hours duration or longer. The Company reimbursed apartment rental fees of its newly hired CFO who was relocating to facilitate an immediate start date. |
| Form 990 Schedule J - Part I, Line 3 | COMPENSATION FOR THE CEO WAS ESTABLISHED AND PAID BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) WRITTEN EMPLOYMENT CONTRACT; (4) COMPENSATION SURVEY OR STUDY; (5) APPROVAL BY THE BOARD OF DIRECTORS. |
| Form 990 Schedule J - Part I, Line 4A | During 2014 the employment relationships of the following employees of SCAN Group and SCAN Health Plan ended. In connection with the termination of their respective employment, SCAN Group negotiated and paid severance to the employees. The severance payment was in accordance with the terms of highly compensated employees' then existing employment agreement. Doug Jaques, Outgoing General Counsel - Key Employee - SCAN Group, $313,404 Merlin Swackhamer, Outgoing Chief Information Officer - SCAN Group, $308,353 Michael Montevideo, VP Strategic Development - SCAN Group, $106,090 WALTER STONE, OUTGOING CFO - SCAN HEALTH PLAN, $446,349 |
| Form 990 Schedule J - Part I, Line 4B | The Company provides a supplemental non-qualified retirement plan to only officers and senior vice presidents in the section 457(F) plan. The following individuals participated in the company's section 457(F) during the year 2014: Christopher Wing, Walter R. Stone, Peter Begans, Douglas Jaques, Sherry Stanislaw, Catherine Batteer, Nancy J. Monk, William H. Roth, Gilbert J. Miller, Moon Kwan-Leung, Eve Gelb, Janet Kornblatt, Vinod Mohan, and David Milligan. 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 2014, reported on Schedule J, Part II, Column C consists of the following: 1. 457(f) Employer Contributions subject to vesting terms and conditions as noted in items (1) through (5) above. Based on these vesting terms and conditions, there is substantial risk of forfeiture. 2. The company provides an incentive plan to Vice Presidents, and Senior executives. There are two components of the Company Incentive Plan (ICP): a. Annual ICP Award - represents 2/3 of the total award. b. Deferred ICP Award - represents 1/3 of the total award. Based on the vesting terms and conditions for this component, there is substantial risk of forfeiture. 3. 403(b) Qualified Retirement Plan contributions (Employer match and Safe Harbor). Douglas Jaques, former General Counsel, participated in the 457(f) plan until his employment ended on 1/1/2014; he received 457(f) distributions of $253,550 in 2014. Walter Stone, former Chief Financial Officer, upon his departure, received 457(f) distributions of $144,680. The following individual participated in SCAN Health Plan's Keysop Plan during the taxable year: Timothy Schwab. The plan has been frozen since May 2002 and no employees have been added as participants. In 2014, Timothy Schwab received a distribution of $321,152 from the Keysop Plan |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | 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 in California and Arizona, SCAN collaborates with a network of delegated providers to offer Medicare and Medi-Cal covered health and behavioral care and additional supplemental benefits. Our member-centric model of care ensures quality individualized care for all members, including members with special needs such as members eligible for both Medicare and Medicaid, members with chronic conditions and frail members with functional deficits. The Health Care Services programs at SCAN are evidenced-based and aligned with geriatric best practice. They include complex care management, advanced illness management, 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 members In general, population based quality activities are performed by SCAN Health Care Services, 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. |
| FORM 990, PART III, LINE 4B | 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 engages in innovative geriatric research, significant community education and outreach efforts, and in identifying and promoting geriatric best practices. Through its Independence at Home department, SCAN has touched the lives of thousands of seniors and caregivers throughout its service areas. Today IAH has separate programs in place to meet the special needs of the senior and disabled adult community: - Multipurpose Senior Services Program (MSSP) - Supportive Services Program (SSP) - Family Caregiver Program (FCSP) - Los Angeles County's Linkage Program - Innerlinks Advantage (IA) - Volunteer Action for Aging (VAA) - California Community Transitions (CTT) - Health and Wellness Services - Community Capacity For the year ending December 31, 2014, the Independence At Home program incurred $6,040,212 in program expenses and received $3,630,522 in grants. |
| FORM 990, PART III, LINE 4C | SCAN Health Plan Community Giving Program: The SCAN Health Plan Community Giving Program is focused on meeting an individual's basic needs such as 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 work fits well 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 grantee - Director, Community Outreach collaborates with various SCAN Health Plan Departments (Health Care Services, Independence at Home, etc.) and reputable agencies to identify prospective grantee organizations. The prospective grantees undergo the Community Giving (CG) vetting process and are measured against the following criteria: 1) Alignment with the SCAN Health Plan mission 2) Must be a verified nonprofit or governmental agency with tax-exempt status and 3) The organization must be at least two years old. Successful candidates are added to the larger SCAN Health Plan grantee pool. b. Short listing potential grantee - Director, Community Outreach and Manager, Community Outreach and Giving, use various methods, i.e. outbound calls, internet research, and industry ratings to review the potential grantee pool and generate a shortlist. c. Evaluation and selecting 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 SCAN's Independence at Home Division. 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 award money on the infrastructure of the grantee organization, and 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 our online grant tracking system. The Manager, Community Outreach and Giving reviews each application and discusses criteria with the Director, Community Outreach 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, which contains 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 the reports and reviews to ensure compliance. The Manager addresses issues with the grantee to identify causes and any remediation required. Issues with compliance are raised to the Vice President, Independence at Home who will assist with remedy or elevate to the CGC for advisement and/or approval if a change to the grantee's scope of work is required. SCAN Health Plan Community Outreach: SCAN Health Plan has a 37 year history of creating programs and providing services to older adults and their caregivers. Our 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 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 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 Health Plan recognizes that its responsibility to the communities in which we serve goes beyond business and providing quality healthcare. Our Community Outreach department and Independence at Home (IAH) division share the same goals and perform many of the same community functions. For greater consistency and impact, SCAN consolidated its Community Outreach activities, valued at $2.6 million, to its IAH department, beginning in 2014. In 2014, the SCAN Van participated in 46 events, and provided 81 health screenings in 4 different counties. Additionally, the Trading Ages workshop was delivered to new audiences such as Rebuilding Together, American Heart Association, University of California, and Hastings College of Law. Altogether 53 Trading Ages workshops were held and 1,491 individuals attended trainings. For the year ending December 31, 2014, SCAN Health Plan gave 29 grants in 11 counties, for a total dollar distribution of $297,000. For the year ending December 31, 2014, SCAN/IAH supported 90 organizations through sponsorships totaling $97,291.82. |
| FORM 990, PART VI, LINE 6 | The sole member of the organization is SCAN Group, A California Nonprofit organization. |
| FORM 990, PART VI, LINE 7A | THE SOLE MEMBER HAS THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 11B | The Form 990 is prepared by BDO USA, 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 SCAN Health Plan Controller. 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 and/or knowledge about 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 by the compensation committee, the Audit and Compliance Committee of the Board of Directors of SCAN Group, and is shared with all members of the Board of Directors after it is ready for filing but before it is filed. |
| FORM 990, PART VI, 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 questionnaire which is required to be answered by all members of the Board of Directors, officers and members of executive management. In addition, there is regular education and enforcement through oversight of such policy and the SCAN Health Plan Gift and Business Courtesies Policy with respect to each department by members of the senior executive team with responsibility for such department. The Legal Department of SCAN Group reviews all contractual relationships entered into by the organization and the General Counsel of SCAN Health Plan is responsible for monitoring conflicts of interest through the annual circulation and review of the conflict of interest questionnaire. Accordingly, the Legal Department of SCAN Group through the General Counsel is in a position to monitor and enforce compliance with the policy on an ongoing basis. |
| FORM 990, PART VI, LINE 15A & B | 15a: The process for determining the compensation of the Chief Executive Officer of SCAN Health Plan is conducted by the Compensation Committee of the Board of Directors of SCAN Group, all of the voting members of which are independent persons. In determining the Chief Executive Officer's compensation, the Compensation Committee works with and relies upon the counsel and expertise of Ernst & Young, a 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. Ernst & Young provides an "Executive Compensation Report" to the Compensation Committee each year which furnishes the basis for the establishment of the Chief Executive Officer's compensation package during the following year. The Ernst & Young Executive Compensation Report is based on a review of the executive compensation practices of a variety of organizations that are considered comparable to SCAN Health Plan based on various metrics. The Compensation Committee deliberates on the issue of the Chief Executive Officer's compensation package in light of the Ernst & Young Executive Compensation Report and questions are asked of, and answered by Ernst & Young, 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 SCAN Group regarding the compensation package for the following year. The full Board of Directors of SCAN Group deliberates on and then votes on such recommendation; the 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 substantiate such deliberations and decisions. 15b: The process for determining the compensation of officers or other key employees of SCAN Health Plan is conducted by the Human Resources Department and Chief Executive Officer 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 such committee are independent persons. In determining such employees' compensation, the Human Resources Department and Compensation Committee works with and relies upon the counsel and expertise of Ernst & Young, a 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. Ernst & Young provides an "Executive Compensation Report" to the Human Resources Department and Compensation Committee each year which furnishes the basis for the establishment of such employees' compensation package during the following year. The Ernst & Young Executive Compensation Report is based on a review of the executive compensation practices of a variety of organizations that are considered comparable to SCAN Health Plan based on various metrics. The Chief Executive Officer makes a recommendation to the Compensation Committee with respect to each of such employees' compensation package in light of the Ernst & Young Executive Compensation Report. At the Compensation Committee meeting addressing such matters, questions are asked of, and answered by Ernst & Young, regarding such report and other matters relevant to such package. Based on such deliberations, the Compensation Committee makes a decision regarding the compensation package for such employees for the following year. The minutes of the Compensation Committee for this meeting are prepared substantially contemporaneously and substantiate such deliberations and decisions. |
| FORM 990, PART VI, LINE 19 - GOVERNANCE | 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 available through the Department of Managed Health Care's website and tax returns are available on request. |
| FORM 990, PART IX, LINE 11B, COLUMN (C) | In 2014, SCAN Health Plan released $750,000 of a $1,000,000 legal reserve for potential attorney fees after making the determination that $250,000 is an appropriate reserve for the potential claims for which this money was set aside. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MEDICAL SERVICES TOTAL FEES:1843529840 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER FEES TOTAL FEES:38120640 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SCAN GROUP | ||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 953826037 | ADMIN SUPPORT | CA | 501(C)(3) | LINE11TYPE2 | NA | Yes (true) |
| THE SCAN FOUNDATION | ||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 450552845 | GRANT MAKING | CA | 501(C)(3) | LINE11TYPE2 | SCAN GROUP | Yes (true) |
| SCAN HEALTH PLAN ARIZONA | ||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 731729007 | MEDICARE ADV | AZ | 501(C)(4) | n/a | SCAN GROUP | Yes (true) |
| SCAN 360 CARE | ||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 352443412 | MDCARE&MDCAID | CA | 501(C)(3) | LINE 9 | SCAN GROUP | Yes (true) |
| SCAN LONG TERM CARE | ||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 204607594 | MDCARE&MDCAID | AZ | 501 (C)(4) | n/a | SCAN HP AZ | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCAN MANAGEMENT SERVICES COMPANY | ||||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 900860955 | MANAGEMENT | CA | SCAN GROUP | C CORP | $0 | $0 | Yes (true) | |
| SCAN WELLNESS CENTER PC | ||||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 900860971 | HEALTHCARE | CA | SCAN GROUP | C CORP | $0 | $0 | Yes (true) | |
| SCAN Health Check Assessment Centers | ||||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 462962358 | healthcare | CA | C CORP | $0 | $0 | Yes (true) | N/A | |
| SCAN CALIFORNIA MANAGEMENT COMPANY | ||||||||||||
| 3800 KILROY AIRPORT WAY SUITE 100 | LONG BEACH | CA | 90806 | 462951831 | MANAGEMENT | CA | SCAN Group | C CORP | $0 | $0 | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCAN HEALTH PLAN ARIZONA | ||
| p | $4,225,066 | See Part VII |
| SCAN CALIFORNIA MANAGEMENT COMPANY | ||
| p | $414,000 | SEE PART VII |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | The percentage of allocation to affiliated companies is determined based on estimated percentage of time worked, percentage of headcounts, and the percentage of SCAN membership, and the percentage of bid submissions, as appropriate based on the nature of the expense. | ExplanationTxt |