Liabilities / Assets
11th percentile
Higher debt load relative to assets than 11% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
25th percentile
Higher debt load relative to revenue than 25% of similar nonprofits.
Net Margin
88th percentile
Higher net margin than 88% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 7.5% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Up$211,989,381
Up $2,652,886 (+1.3%) from 2013
Net Assets
Up$207,667,677
Up $1,367,479 (+0.7%) from 2013
Liabilities
Up$4,321,704
Up $1,285,407 (+42%) from 2013
Revenue And Expenses
Revenue
Up$20,263,830
Up $9,905,923 (+96%) from 2013
Expenses
Up$12,135,193
Up $2,731,080 (+29%) from 2013
Net Income
Up$8,128,637
Up $7,174,843 (+752%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Nov 13, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $94,878,322
Mission and Program Overview
Mission
The scan foundation's mission is to advance a coordinated and easily navigated system of high-quality services for older adults that preserve dignity and independence.the scan foundation's mission is to advance a coordinated and easily navigated system of high-quality services for older adults that preserve dignity and independence. During 2019, the foundation disbursed $5,993,271 in cash grants and assistance to other organizations to help achieve their mission.
To advance a coordinated and easily navigated system of high-quality services for older adults that preserve dignity and independence.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $171,429,909 | $169,477,810 | ▼ $1,952,099 |
| Investments Other Securities | $31,334,124 | $39,666,253 | ▲ $8,332,129 |
| Savings and Temporary Cash Investments | $4,900,866 | $2,177,347 | ▼ $2,723,519 |
| Cash and Non-Interest-Bearing Accounts | $1,226,294 | $379,662 | ▼ $846,632 |
| Accounts Receivable | $243,382 | $198,805 | ▼ $44,577 |
| Land, Buildings, and Equipment, Net | $175,654 | $64,836 | ▼ $110,818 |
| Prepaid Expenses and Deferred Charges | $10,075 | $6,596 | ▼ $3,479 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Intangible Assets | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Total Assets | $209,336,495 | $211,989,381 | ▲ $2,652,886 |
| Other Assets Total | $16,191 | $18,072 | ▲ $1,881 |
| Liabilities | |||
| Grants Payable | $1,826,671 | $3,024,245 | ▲ $1,197,574 |
| Accounts Payable and Accrued Expenses | $765,450 | $747,219 | ▼ $18,231 |
| Other Liabilities | $444,176 | $550,240 | ▲ $106,064 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Deferred Revenue | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $3,036,297 | $4,321,704 | ▲ $1,285,407 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $206,300,198 | $207,667,677 | ▲ $1,367,479 |
| Permanently Rstr Net Assets | $0 | $0 | → $0 |
| Temporarily Rstr Net Assets | $0 | $0 | → $0 |
| Total Net Assets Fund Balance | $206,300,198 | $207,667,677 | ▲ $1,367,479 |
| Total Liabilities and Net Assets / Fund Balance | $209,336,495 | $211,989,381 | ▲ $2,652,886 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Leasehold Improvements | $64,836 | $583,304 | $648,140 |
| Other Land Buildings | $0 | $97,384 | $97,384 |
| Equipment | $0 | $21,863 | $21,863 |
| Other Securities | $19,965,499 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Bruce Chernof | President/CEO | FT | $330,511 | $325,998 | $643,462 |
| Gretchen Alkema | VP Policy & Communications | FT | $193,117 | $113,875 | $299,475 |
| Rene Seidel | Secretary/Treasurer | FT | $193,598 | $102,721 | $291,740 |
| Erin Westphal | Program Officer | FT | $115,271 | $49,389 | $170,209 |
| Karen Scheboth | Director of Grants Administrat | FT | $111,981 | $42,880 | $162,242 |
| Eric Thai | Director of Finance | FT | $111,846 | $27,124 | $151,183 |
| Victoria Ballesteros | Director of Communications | FT | $116,961 | $28,968 | $145,929 |
| Ryan Trimble | Director | - | - | $136,200 | $136,200 |
| Kali Peterson | Program Officer | FT | $113,933 | $20,546 | $134,479 |
| Collen Cain | Chair | - | - | $123,000 | $123,000 |
| Patrick Seaver | Director | - | - | $114,200 | $114,200 |
| Michael Noel | Director | - | - | $106,200 | $106,200 |
| Thomas Higgins | Director | - | - | $105,000 | $105,000 |
| Jennie Chin Hansen | Director | - | $36,200 | - | $36,200 |
| Ivelisse Estrada | Director | - | $35,000 | - | $35,000 |
| Nicholas Augustinos | Director | - | $35,000 | - | $35,000 |
| Paul Torrens | Director | - | $35,000 | - | $35,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Christopher Wing | Director |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Avalere Health LLC | Program Services | 1350 Connecticut Ave NW STE 900, Washington, DC 20036-0036 | $196,522 |
| Collaborative Consulting | Program Services | 521 BROWNING ST, Mill Valley, CA 94941 | $103,688 |
| Rodriguez Horii Choi Cafferata | Legal Services | 777 S FIGUEROA ST STE 2150, Los Angeles, CA 90017 | $100,469 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $20,263,830
- Other Revenue
- $0
- Change in Net Assets
- $8,128,637
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $19,971,588
- Revenue Not Reported on Financial Statements
- $292,242
- Revenue Not Reported on Form 990
- $-6,761,158
- Total Revenue per Audited Statements
- $13,210,430
- Total Revenue per Form 990
- $20,263,830
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $6,373,692 |
| Other Expenses | $2,957,071 |
| Salaries, Compensation, and Employee Benefits | $2,804,430 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $6,373,692 | - | - | $6,373,692 |
| Current Officers, Directors, Trustees, and Key Employees | $1,164,988 | $399,489 | - | $1,564,477 |
| Other Salaries and Wages | $741,939 | $174,035 | - | $915,974 |
| Fees for Services Management | - | $305,128 | - | $305,128 |
| Fees for Service Investment Mgmnt Fees | - | $292,242 | - | $292,242 |
| Occupancy | $161,742 | $37,940 | - | $199,682 |
| Travel | $151,154 | $644 | - | $151,798 |
| Pension Plan Contributions | $110,835 | $25,732 | - | $136,567 |
| Conferences and Meetings | $12,078 | $121,677 | - | $133,755 |
| Payroll Taxes | $98,722 | $23,083 | - | $121,805 |
| Depreciation Depletion | $97,197 | $22,799 | - | $119,996 |
| Fees for Services Legal | - | $97,416 | - | $97,416 |
| Fees for Services Other | $341 | $93,394 | - | $93,735 |
| Other Employee Benefits | $53,142 | $12,465 | - | $65,607 |
| Fees for Services Accounting | - | $62,638 | - | $62,638 |
| Information Technology | $26,826 | $3,644 | - | $30,470 |
| Office Expenses | $26,030 | $1,682 | - | $27,712 |
| Other Expenses | $1,000 | $3,229 | - | $4,229 |
| Total Functional Expenses | $10,457,956 | $1,677,237 | $0 | $12,135,193 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $12,135,193 |
| Expenses per Audited Statements | $11,842,951 |
| Total Expenses per Audited Statements | $11,842,951 |
| Expenses Not Reported on Financial Statements | $292,242 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Norc | Chicago, IL | 501(c)(3) | Long-Term Care Public Opinion Research and Dissemi | $907,395 |
| Henry J Kaiser Family Foundation | Menlo Park, CA | 501(c)(3) | KHN Coverage of Aging and Long-Term Care Issues | $500,000 |
| Government Action Communication Institute (gaci) | Fair Oaks, CA | 501(c)(3) | California Collaborative for Long Term Services an | $474,048 |
| Center for Health Care Strategies | Hamilton, NE | 501(c)(3) | Implementing New Systems of Integration for Dual E | $449,183 |
| The Urban Institute | Washington, DC | 501(c)(3) | Modeling Policy Options to Finance Long-Term Servi | $420,000 |
| National Public Radio Inc | Baltimore, MA | 501(c)(3) | Supporting NPR's Coverage of Aging and Long-Term C | $400,000 |
| The Regents of the University of California Los A | Los Angeles, CA | State of CA | Development of a Universal Assessment for Californ | $349,313 |
| Norc | Chicago, IL | 501(c)(3) | The Long-term Care Journalism Fellowship | $302,360 |
| Long-Term Quality Alliance | Washington, DC | 501(c)(3) | Long-Term Care Employer Workgroup | $300,000 |
| Bipartisan Policy Center Inc | Washington, DC | 501(c)(3) | Bipartisan Strategies for Sustainable Long-Term Ca | $298,305 |
| Greater Washington Educational Telecommunications | Arlington, VI | 501(c)(3) | Expanded long-term care coverage and social media | $275,000 |
| American Geriatrics Society | New York, NE | 501(c)(3) | Identifying Successful Approaches to Person-Center | $227,194 |
| Twin Cities Public Television | Saint Paul, MI | 501(c)(3) | Raising Awareness and Visibility of Long-term Care | $195,000 |
| National Senior Citizens Law Center | Washington, DC | 501(c)(3) | Preparing for California's Dual Eligibles for the | $150,000 |
| California Department of Health Care Services | Sacramento, CA | State of CA | DHCS Academy funding to enroll additional training | $75,000 |
| Families USA Foundation | Washington, DC | 501(c)(3) | Grantee Meeting for the Duals Demonstration Ombuds | $75,000 |
| The Regents of the University of California San F | San Francisco, CA | State of CA | Planning for an Evaluation of Californias Alignmen | $75,000 |
| Long-Term Quality Alliance | Washington, DC | 501(c)(3) | Creating a Path Forward on Uniform Needs Assessmen | $74,800 |
| Government Action Communication Institute (gaci) | Fair Oaks, CA | 501(c)(3) | LTSS Summit 2014 | $74,631 |
| Center for Health Care Strategies | Hamilton, NE | 501(c)(3) | Cal MediConnect Learning Forums | $56,105 |
| National Assn Of Latino Elected Officials Naleo Ed | Los Angeles, CA | 501(c)(3) | Long-Term Care Initiative Planning Grant | $50,670 |
| Bay Area Community Services | Oakland, CA | 501(c)(3) | Building Futures for Quality Care Coordination | $50,000 |
| Camarillo Health Care District | camarillo, CA | state of ca | Ventura County Care Transitions Partnership | $50,000 |
| Alameda County Meals On Wheels | Oakland, CA | city-alameda | Senior Services Coalition- Advancing LTSS Public P | $48,000 |
| Alzheimer's Disease and Related Disorders Associat | Irvine, CA | 501(c)(3) | Orange County Aging Services Collaborative - Phase | $48,000 |
| Camarillo Health Care District | Camarillo, CA | state of ca | Ventura County Evidence-based Health Promotion Coa | $48,000 |
| Department of Aging and Adult Services | San Francisco, CA | State of CA | Strengthening San Francisco's Long Term Care Coord | $48,000 |
| San Diego County Health and Human Services Agency | San Diego, CA | Cnty-san Diego | Long Term Care Integration Project (LTCIP) | $48,000 |
| St Barnabas Senior Center of Los Angeles | Los Angeles, CA | 501(c)(3) | Los Angeles Aging Advocacy Coalition (LAAAC) | $48,000 |
| The Health Trust | San Jose, CA | 501(c)(3) | Aging Services Collaborative (ASC) of Santa Clara | $48,000 |
| Healthy Aging Association | Modesto, CA | 501(c)(3) | Senior Coalition of Stanislaus County | $47,981 |
| Yolo Healthy Aging Alliance | Woodland, CA | 501(c)(3) | Increasing Access to Coordinated Long Term Care Se | $44,502 |
| National Hispanic Council on Aging | Washington, DC | 501(c)(3) | Hispanic Outreach and Education Cal MediConnect in | $35,000 |
| The Urban Institute | Washington, DC | 501(c)(3) | Establishing a One-Stop Shop for Modeling LTSS Pol | $35,000 |
| Center for Health Care Strategies | Hamilton, NE | 501(c)(3) | Best Practices in Health Plan Approaches to Traini | $30,857 |
| Jewish Family Services of Los Angeles | Los Angeles, CA | 501(c)(3) | Aligning Social Service Delivery and Information T | $23,975 |
| Women's Foundation of California | San Francisco, CA | 501(c)(3) | Pathways' 2014 On the Road to Innovation Bus Tour | $10,500 |
| Research Foundation of the City Universities of Ne | New York, NY | 501(c)(3) | BUILDING THE BUSINESS CASE: RESPONDING TO THE CHAN | $8,500 |
| Castle Keep | Fresno, CA | 501(c)(3) | Central Valley LTSS Coalition | $8,000 |
| Independent Living Resource Center Inc | Santa Barbara, CA | 501(c)(3) | Tri-County LTSS Coalition | $8,000 |
| Independent Living Services of Northern California | Chico, CA | 501(c)(3) | Diversability Advocacy Network | $8,000 |
| Long-Term Quality Alliance | Washington, DC | 501(c)(3) | LTQA Strategic Planning | $8,000 |
| On Lok Inc | San Francisco, CA | 501(c)(3) | Local/Regional Aging and Disability Service and Ad | $8,000 |
| Rehabilitation Services of Northern California | Pleasant Hill, CA | 501(c)(3) | Advisory Council on Aging - Contra Costa | $8,000 |
| Riverside County Office on Aging | Riverside, CA | Cnty-riverside | Regional Aging and Disability Service and Advocacy | $8,000 |
| Seniors Council of Santa Cruz & San Benito Countie | Aptos, CA | 501(c)(3) | Monterey Bay Aging and Disability Resource Center Quality for Dual Eligibles. | $7,991 |
| Mercy Housing California | San Francisco, CA | 501(c)(3) | Enhanced Senior Health Reporting | $7,937 |
| FREEDADRC of Nevada County | Grass Valley, CA | 501(c)(3) | Community Living Council of Nevada County - A coal | $6,750 |
| San Mateo County Aging and Adult Services | San Mateo, CA | city-san mateo | Promoting a Community-Based System of Care that Su | $6,400 |
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- Yes
- Foreign partnership interest
- Yes
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- Yes
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Deferred Compensation | $541,388 |
| Intercompany Payables | $8,852 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- Yes
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 4:
“In 2014, the Board approved revisions to the Bylaws and the four Committee Charters. The substantive changes to the Bylaws (in addition to some word clean-up, i.e., using the term "Chair" instead of "Chairman") was to shorten and simplify the description of the tasks of each of the four Board Committees. At the same time the Board clarified and standardized the language of all four Board Committee Charters, which provide the detail of the tasks to be completed by each Board Committee.”
Form 990, Part VI, Section B, Line 11
“The form 990 is prepared by bdo usa, llp, working in conjunction with scan's finance department and the scan foundation director of finance. The scan foundation director of finance and vp of program & operations have a direct responsibility for this effort. 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. General counsel of the scan foundation, in particular, reviews the form 990 and ensures accuracy of descriptions and that disclosure is complete. The draft form 990 is reviewed by the audit committee of the board of directors of the scan foundation, 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, Section B, line 12C:
“The SCAN Foundation regularly and consistently monitors and enforces compliance with its conflict of interest policy through annual circulation of a conflict of interest questionnaire which is required to be answered by all members of the Board of Directors, officers, and all employees. The Director of Grants Administration collects all completed conflict of interest questionnaires in late June and forwards any questionnaire where a conflict is indicated to the General Counsel of The SCAN Foundation. Counsel is responsible for reviewing and monitoring conflicts of interest, sharing them with the Board in Executive Session, and in particular is in a position to enforce compliance with the policy on an ongoing basis.”
Form 990, Part VI, Section B, line 15A:
“The process for determining the compensation of the Chief Executive Officer of The SCAN Foundation is conducted by the Compensation Committee of the Board of Directors of The SCAN Foundation, all of the voting members of which are independent persons. In determining the Chief Executive Officer's compensation the Compensation Committee worked with and relied upon the counsel and expertise of Ernst & Young, a consultant with well established experience and expertise in the area of non-profit organization executive compensation and compliance with the intermediate sanctions requirements applicable to such compensation. Ernst & Young provides an "Executive Total Rewards Report" to the Compensation Committee every 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 The SCAN Foundation 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 The SCAN Foundation regarding the compensation package for the following year. The full Board of Directors of The SCAN Foundation deliberates 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 contemporaneously prepared for and reflect such deliberations and decisions.”
Form 990, Part VI, Section B, line 15B:
“THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES OF THE SCAN FOUNDATION IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT, THE CHIEF EXECUTIVE OFFICER AND THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL OF THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING SUCH EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE RELIED UPON THE COUNSEL AND EXPERTISE OF ERNST & YOUNG, A CONSULTANT WITH WELL ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NON-PROFIT ORGANIZATION EXECUTIVE COMPESATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. ERNST & YOUNG PROVIDES AN "EXECUTIVE COMPENSATION REPORT" TO THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE EVERY YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF SUCH EMPLOYEES' COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. 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 THE SCAN FOUNDATION BASED ON VARIOUS METRICS. THE CHIEF EXECUTIVE OFFICER MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH OF SUCH EMPLYEES' COMPENSATION PACKAGE IN LIGHT OF THE ERNST & YOURNG 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 THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE INDEPENDENT DIRECTORS OF THE SCAN FOUNDATION IS IN ACCORDANCE WITH THE SCAN FOUNDATION'S "INDEPENDENT DIRECTORS' COMPENSATION PHILOSOPHY" AND IS SIMILAR TO THE COMPENSATION PROCESS EMPLOYED BY THE SCAN FOUNDATION WITH RESPECT TO ITS SENIOR EXECUTIVES. ELEMENTS OF COMPENSATION INCLUDE AN ANNUAL RETAINER FOR BOARD MEMBERS AND COMMITTEE CHAIRS. IN DETERMINING SUCH COMPENSATION, THE BOARD OF THE FOUNDATION AND THE COMPENSATION COMMITTEE OF THE FOUNDATION RELY UPON THE COUNSEL AND EXPERTISE OF ERNST & YOUNG, AN INDEPENDENT CONSULTANT, WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NON-PROFIT ORGANIZATION COMPENSATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION COMMITTEE RETAINS ERNST & YOUNG TO CONDUCT A STUDY OF INDEPENDENT DIRECTOR COMPENSATION PRACTICES BIENNIALLY INCLUDING BENCHMARK DATA.”
Form 990, Part VI, Section C, Line 19
“The scan foundation governing documents and conflict of interest policy are currently not made available to the public. The scan foundation makes their form 990 and audited financial statements available for public inspection.”
Filing and Contact Details
Filer
- Filer Name
- The Scan Foundation
- EIN
- 45-0552845
- In Care Of
- % ERIC THAI
- Phone
- 8885697226
- Address
- 3800 KILROY AIRPORT WAY ste 400, LONG BEACH, CA 90806-5616
Signing Officer
- Name
- Rene Seidel
- Title
- President & CFO
- Phone
- 8885697226
- Signed
- 2015-11-13
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Bruce Chernof
- Formed
- 2007
- Legal Domicile
- CA
- Voting Board Members
- 11
- Independent Board Members
- 9
- Employees
- 17
- Volunteers
- 6
Preparer
- Firm
- Bdo USA Llp
- Address
- 3200 BRISTOL ST 4TH FLOOR, COSTA MESA, CA 92626
- Preparer
- Walter H Hick Jr
- Phone
- 7149573200
Supplemental Narrative
Financial Statement Notes
Part X, FIN 48 Footnote to the Financial Statements:
“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 liabilites recorded for uncertain tax positions.”
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| IRS990/Desc | 0 | The SCAN Foundation started its grant-making activities in 2008. In January 2009, the Foundation Board of Directors formally adopted a 5-year strategic plan, and grant-making throughout the 2013 fiscal year occurred in accordance with this plan. In December 2013, the Board approved an updated five-year Strategic Framework for 2014-2018 that is guiding the Foundation's current work. The 2014-2018 Strategic Framework builds on the initial three funding priorities of the Foundation: (1) Raising public awareness and engagement (2) Advancing realistic policy options around financing and delivery system reform; and (3) Bringing promising programs to scale. Within these funding priorities, the new Strategic Framework outlined three specific Thematic Goals, focused to serve specific populations: (1) Medicare-Medicaid Integration - bridging care and financing for low-income older adults; (2) Person-Centered Care - putting decisions in the hands of people and families; (3) Long-Term Care Financing - enabling working families to pay for long-term care needs. As in the past, The SCAN Foundation's grant-making is primarily for the benefit of Californians. However, since care for California seniors is to a large extent financed by the federal government (through Medicare and Medicaid), the policy work of the Foundation also has a federal focus. The following highlighted projects shaped progress in the Foundation's Thematic Goals in 2014: Thematic Goal 1: Medicare-Medicaid Integration The Foundation has been a pioneer in building the business acumen of non-profit organizations, in order to prepare them to contract with the health care sector. As responsibility for providing medical care and long-term services and supports shifts more and more to health plans and other health care providers, it is an important objective for the Foundation under this goal to enable health plans to implement effective care coordination models through appropriate networks. The Foundation trained six California vanguard community organizations through its Linkage Lab initiative to be able to contractually partner with the health care sector. Additionally, the Foundation supported the Administration for Community Living in bringing together thought partners on a national level and to engage in similar efforts throughout the country. A second large initiative under this goal is the Foundation's "Community of Constituents", made up of 18 Regional Aging and Disability Service Coalition, and the Sacramento-based California Collaborative. These organizations meet weekly by phone and twice a year at a conference, including the Foundation's Summit on Long-Term Services and Supports Transformation. The goal of this effort is to develop a shared vision and to find a unified voice in transforming and shaping the service delivery system for older adults and people with disability in the state. Thematic Goal 2: Person-Centered Care Building on prior work that the Foundation coined Dignity-Driven Decision-Making, this goal focuses on broadly scaling person-centered models of care in California and beyond. Before engaging in actual scaling activities, much ground work needs to be completed. The Foundation engaged the American Geriatrics Society (AGS), to conduct a comprehensive literature review and convene national experts to develop a consensus definition of person-centered care for older adults with chronic illness and functional limitations, and, equally important, to describe key elements that make up such models of care. Further, the Foundation released a request for proposals to solicit qualified candidates to conduct an environmental scan in California, To determine which, if any type of health care organizations serving Medicare beneficiaries (i.e., health plans, medical groups, physician groups, hospitals, Accountable Care Organizations) already operate person-centered models of care that meet the AGS definition, and where the greatest opportunities for scaling lie. A |
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| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 64836 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 767387 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 74614492 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. During 2014, the Foundation disbursed $5,176,119 in cash grants to other organization's to help achieve their mission. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 206300198 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 207667677 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 14096438 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 14096438 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -6761158 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 37940 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 161742 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 199682 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 1682 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 26030 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 27712 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 16191 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 18072 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 12465 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 53142 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 65607 |
| IRS990/OtherExpensesGrp/Desc | 0 | RESEARCH AND EDUCATION |
| IRS990/OtherExpensesGrp/Desc | 1 | OTHER EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3229 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1438270 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 1000 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1438270 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4229 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 444176 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 550240 |
| IRS990/OtherRevenueTotalAmt | 0 | 0 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 174035 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 741939 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 915974 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 23083 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 98722 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 121805 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 25732 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 110835 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 136567 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 10075 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 6596 |
| IRS990/PrincipalOfficerNm | 0 | Bruce Chernof |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2995357 |
| IRS990/PYInvestmentIncomeAmt | 0 | 10357907 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $211,989,381
- Liabilities
- $4,321,704
- Net assets
- $207,667,677
- Revenue
- $20,263,830
- Expenses
- $12,135,193
- Net income
- $8,128,637