Civic Intelligence

The Scan Foundation

990 • Fiscal year 2015 • EIN 45-0552845

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileTHESCANFOUNDATION.ORG
3800 KILROY AIRPORT WAY Suite STE 4Long Beach, CA 90806-5616

(888) 569-7226

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

40th percentile

0.40x

Higher debt load relative to revenue than 40% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

94th percentile

$2,153,067

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2015

Asset Growth

12th percentile

-5.8%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

14th percentile

-15%

Faster revenue growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Flat

$199,658,059

Flat from 2015

Net Assets

Flat

$192,827,108

Flat from 2015

Liabilities

Flat

$6,830,951

Flat from 2015

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin82nd percentile

Revenue

Flat

$17,160,839

Flat from 2015

Expenses

Flat

$13,278,927

Flat from 2015

Net Income

Flat

$3,881,912

Flat from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2010: $196,677,018Liabilities 2010: $5,729,311Net Assets 2010: $190,947,7072010Assets 2011: $183,310,605Liabilities 2011: $5,143,288Net Assets 2011: $178,167,3172011Assets 2012: $189,977,122Liabilities 2012: $4,297,007Net Assets 2012: $185,680,1152012Assets 2013: $209,336,495Liabilities 2013: $3,036,297Net Assets 2013: $206,300,1982013Assets 2014: $211,989,381Liabilities 2014: $4,321,704Net Assets 2014: $207,667,6772014Assets 2015: $199,658,059Liabilities 2015: $6,830,951Net Assets 2015: $192,827,1082015Assets 2015: $199,658,059Liabilities 2015: $6,830,951Net Assets 2015: $192,827,1082015Assets 2016: $205,014,435Liabilities 2016: $6,458,159Net Assets 2016: $198,556,2762016Assets 2017: $225,031,352Liabilities 2017: $4,287,792Net Assets 2017: $220,743,5602017Assets 2018: $207,476,064Liabilities 2018: $3,838,922Net Assets 2018: $203,637,1422018Assets 2019: $232,161,179Liabilities 2019: $3,959,581Net Assets 2019: $228,201,5982019Assets 2020: $251,069,671Liabilities 2020: $3,803,957Net Assets 2020: $247,265,7142020Assets 2021: $297,722,118Liabilities 2021: $4,501,525Net Assets 2021: $293,220,5932021Assets 2022: $254,464,684Liabilities 2022: $6,206,119Net Assets 2022: $248,258,5652022Assets 2023: $259,121,726Liabilities 2023: $3,942,964Net Assets 2023: $255,178,7622023Assets 2024: $263,281,403Liabilities 2024: $4,262,592Net Assets 2024: $259,018,8112024

Highlighted filing

2015

Assets$199,658,059
Liabilities$6,830,951
Net Assets$192,827,108
Open 2015 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $8,786,8072010Revenue 2011: $9,762,612Expenses 2011: $11,086,306Net Income 2011: -$1,323,6942011Expenses 2012: $10,296,6202012Revenue 2013: $10,357,907Expenses 2013: $9,404,113Net Income 2013: $953,7942013Revenue 2014: $20,263,830Expenses 2014: $12,135,193Net Income 2014: $8,128,6372014Revenue 2015: $17,160,839Expenses 2015: $13,278,927Net Income 2015: $3,881,9122015Revenue 2015: $17,160,839Expenses 2015: $13,278,927Net Income 2015: $3,881,9122015Revenue 2016: $9,662,676Expenses 2016: $10,664,743Net Income 2016: -$1,002,0672016Revenue 2017: $11,045,642Expenses 2017: $8,981,265Net Income 2017: $2,064,3772017Revenue 2018: $19,061,811Expenses 2018: $10,492,853Net Income 2018: $8,568,9582018Revenue 2019: $16,595,535Expenses 2019: $11,497,572Net Income 2019: $5,097,9632019Revenue 2020: $11,732,897Expenses 2020: $11,074,751Net Income 2020: $658,1462020Revenue 2021: $41,376,763Expenses 2021: $10,711,615Net Income 2021: $30,665,1482021Revenue 2022: $9,051,340Expenses 2022: $13,880,916Net Income 2022: -$4,829,5762022Revenue 2023: $11,478,798Expenses 2023: $15,227,780Net Income 2023: -$3,748,9822023Revenue 2024: $13,891,911Expenses 2024: $16,975,383Net Income 2024: -$3,083,4722024

Highlighted filing

2015

Revenue$17,160,839
Expenses$13,278,927
Net Income$3,881,912
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$110,211,193
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
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$169,477,810$154,876,039▼ $14,601,771
Investments Other Securities$39,666,253$41,767,356▲ $2,101,103
Savings and Temporary Cash Investments$2,177,347$1,963,823▼ $213,524
Cash and Non-Interest-Bearing Accounts$379,662$601,028▲ $221,366
Accounts Receivable$198,805$279,096▲ $80,291
Land, Buildings, and Equipment, Net$64,836$146,054▲ $81,218
Prepaid Expenses and Deferred Charges$6,596$6,591▼ $5
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$211,989,381$199,658,059▼ $12,331,322
Other Assets Total$18,072$18,072→ $0
Liabilities
Grants Payable$3,024,245$5,005,370▲ $1,981,125
Accounts Payable and Accrued Expenses$747,219$1,120,097▲ $372,878
Other Liabilities$550,240$705,484▲ $155,244
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$4,321,704$6,830,951▲ $2,509,247
Net Assets / Fund Balance
Unrestricted Net Assets$207,667,677$192,827,108▼ $14,840,569
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$207,667,677$192,827,108▼ $14,840,569
Total Liabilities and Net Assets / Fund Balance$211,989,381$199,658,059▼ $12,331,322

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$146,054$643,720$789,774
Other Land Buildings$0$97,384$97,384
Equipment$0$21,863$21,863
Other Securities$22,288,823--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce ChernofPresident/CEOFT$338,958$278,552$617,510
Rene SeidelSecretary/TreasurerFT$198,190$81,737$279,927
Gretchen AlkemaVP Policy & CommunicationsFT$197,209$79,321$276,530
Erin WestphalProgram OfficerFT$117,498$47,061$164,559
Karen SchebothDirector of Grants AdministratFT$117,078$36,189$153,267
Eric ThaiDirector of FinanceFT$125,722$22,995$148,717
Ryan TrimbleDirector--$137,500$137,500
Megan JuringProgram OfficerFT$129,471$4,754$134,225
Kali PetersonProgram OfficerFT$112,664$14,169$126,833
Collen CainChairman--$125,000$125,000
Patrick SeaverDirector--$115,500$115,500
Michael NoelDirector--$107,500$107,500
Thomas HigginsDirector--$105,000$105,000
Jennie Chin HansenDirector-$15,625$60,959$76,584
Ivelisse EstradaDirector-$35,000-$35,000
Paul TorrensDirector-$35,000-$35,000

Board Members and Trustees

NameTitle
Christopher WingDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Ideo LPProgram R&d715 Alma Street, Palo Alto, CA 94301$496,250
Avalere Health LLCProgram Services1350 Connecticut Ave NW STE 900, Washington, DC 20036-0036$314,430
Collaborative ConsultingProgram Services521 BROWNING ST, Mill Valley, CA 94941$149,450
Perry Undem LLCProgram Services4800 Hampden Lane Suite 200, Bethesda, MD 20814$118,937
Public Consulting GroupProgram ServicesPO Box 515719, Los Angeles, CA 90051-5201$111,825
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,160,839
Other Revenue
$0
Change in Net Assets
$3,881,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,891,518
Revenue Not Reported on Financial Statements
$269,321
Revenue Not Reported on Form 990
$-18,761,932
Total Revenue per Audited Statements
$-1,870,414
Total Revenue per Form 990
$17,160,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,951,203
Other Expenses$4,542,532
Salaries, Compensation, and Employee Benefits$2,785,192
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,951,203--$5,951,203
Current Officers, Directors, Trustees, and Key Employees$1,101,913$374,054-$1,475,967
Other Salaries and Wages$896,313$210,245-$1,106,558
Fees for Services Management-$312,756-$312,756
Fees for Service Investment Mgmnt Fees-$269,321-$269,321
Occupancy$154,760$36,302-$191,062
Travel$187,695$1,495-$189,190
Conferences and Meetings$41,488$123,490-$164,978
Payroll Taxes$94,204$22,040-$116,244
Fees for Services Other$1,138$80,332-$81,470
Fees for Services Legal-$70,289-$70,289
Fees for Services Accounting-$61,685-$61,685
Depreciation Depletion$48,934$11,478-$60,412
Other Employee Benefits$39,525$9,271-$48,796
Pension Plan Contributions$30,932$6,695-$37,627
Information Technology$12,210$13,434-$25,644
Office Expenses$18,864$2,696-$21,560
Other Expenses$1,000$3,215-$4,215
Total Functional Expenses$11,670,129$1,608,798$0$13,278,927

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,278,927
Expenses per Audited Statements$12,970,153
Total Expenses per Audited Statements$12,970,153
Expenses Not Reported on Financial Statements$308,774
Other Expense Adjustments$39,453
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Regents of UCSFSan Francisco, CA501 (c) 3A comprehensive evaluation of the Coordinated Care (CCI)$1,392,220
National Committee for Quality AssuranceWashington, DC501 (c) 3The National Committee for Quality Assurance (NCQA performance measures for person-centered outcomes$1,165,321
Henry J Kaiser Family FoundationMenlo Park, CA501 (c) 3We propose supplementing our core activities with and supports issues$500,000
AARP FoundationWashington, DC501 (c) 3The AARP Foundation seeks to produce a third Long- Scorecard in 2017$409,855
Families USA FoundationWashington, DC501 (c) 3The Centers for Medicare and Medicaid Services (CM the CMS Medicare-Medicaid Demonstrations$365,584
Government Action Communication InstituteFair Oaks, CA501 (c) 3GACI will continue to provid staff support to the$355,545
Hollywood Health & SocietyLos Angeles, CA501 (c) 3HH&S will provide education and awareness to Holly long-term care issues for Hollywood screenwriters$297,000
Twin Cities Public TelevisionSaint Paul, MN501 (c) 3NextAvenue will produce a body of editorial covera groups for the design of long-term care financing$194,929
Long-Term Quality AllianceWashington, DC501 (c) 3To provide a hybrid option to LTC funding by propo Long Term Services and Supports$75,000
The Tides CenterCalifornia Health ReportSan Francisco, CA501(c) 4To further awareness among opinion leaders and the care$75,000
Government Action Communication InstituteFair Oaks, CA501 (c) 3GACI will provide logistic, consulting, and other Foundation's 2015 LTSS Summit$74,935
Alliance for Health ReformWashington, DC501 (c) 3To advance ongoing work being carried out by NCQA for complex needs populations with national experts$74,465
California Medical Association FoundationSacramento, CA501 (c) 3The CMA Foundation will lead and provide support i options for long-term services and supports and their impact$74,167
Partners in Care FoundationSan Fernando, CA501 (c) 3Partners seeks to support the in-person meetings$70,200
The Urban InstituteWashington, DC501 (c) 3This project would disseminate important new infor$67,087
PROJECT HOPE Health AffairsBethesda, MD501 (c) 3Health Affairs plans to publish a Web First articl$64,226
Naleo Education FundLos Angeles, CA501 (c) 3This project will provide the Foundation with two$50,000
Alzheimer's Association OC ChapterIrvine, CA501 (c) 3The Alzheimer's Association, Orange County Chapter$45,000
FREEDADRC of Nevada CountyGrass Valley, CA501 (c) 3This proposal will expand the ADRC initiative into$45,000
Yolo Healthy Aging AllianceDavis, CA501 (c) 3This proposal will build on the previous work with national conference and their legislative summit$45,000
Cal State University San Marcos FoundationSan Marcos, CA501 (c) 3The CSU Institute for Palliative Care (Institute)$35,000
Convergence Center for Policy ResolutionWashington, DC501 (c) 3This grant will provide us the resources necessary$35,000
Grantmakers in AgingArlington, VA501 (c) 3The overall goal of the project is to establish mo$35,000
The Gerontological Society of AmericaWashington, DC501 (c) 3GSA Journalism Fellowship Program$35,000
University of Southern CaliforniaLos Angeles, CA501 (c) 3Increased outreach, engagement and education are g$34,418
Community PartnersLos Angeles, CA501 (c) 3Implementation of the Coordinated Care Initiative$30,000
Long-Term Quality AllianceWashington, DC501 (c) 3LTQA has begun a study to develop the ?business ca$30,000
Coalition to Transform Advance CareWashington, DC501 (c) 3Development and dissemination of a whitepaper on a$29,167
Alliance for Health ReformWashington, CA501 (c) 3Will aim to advance ongoing work being carried out$24,795
Hcp Inst for App Res and EdTorrance, CA501 (c) 3To offer practical and relevant information addres unified strategy for LTSS transformation$24,000
Community Information Exchange San DiegoSan Diego, CA501 (c) 3Community Information Exchange San Diego (CIESD) p$22,500
Meals On Wheels WestSanta Monica, CA501 (c) 3To develop a network of home delivered meals provi$22,500
Alzheimer's Family Services CenterHuntingtn Bch, CA501 (c) 3To develop new contractual relationships with heal$20,000
Asian Americans for Community InvolvementSan Jose, CA501 (c) 3We believe that to have a hand in designing and im area to contractually partner with the health care sector$20,000
AvenidasPalo Alto, CA501 (c) 3To develop new contractual relationships with heal$20,000
City of OaklandOakland, CAGovernmentOrganizationally the Human Services Department is$20,000
St Barnabas Senior Center of Los AngelesLos Angeles, CA501 (c) 3SBSS has continually sought to be innovative in it of CAs and Yolo's LTSS system$20,000
Grantmakers in AgingArlington, VI501 (c) 3The 2015 Grantmakers In Aging (GIA) Annual Confere$15,000
National Academy of Social InsuranceWashington, DC501 (c) 3Produce a 2-hour briefing at the January NASI annu$15,000
Academy HealthWashington, DC501 (c) 3Will convene researchers and policy experts at a h$11,500

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 ItemAmount
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 ItemBeginningEndChange
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

LiabilityAmount
Deferred Compensation$622,134
Intercompany Payables$83,350
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
No
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 B, Line 11

“The Form 990 is prepared by BDO USA, LLP working in conjunction with The SCAN Foundation Executive Team and Director of Finance. The SCAN Foundations Director of Finance has direct responsibility for this effort, subject to supervision by the Vice President of Programs and Operations and the President/CEO of the Foundation. After an initial draft of the Form 990 is prepared, it is circulated for review and comment by relevant members of the Executive Team who have responsibility for and/or knowledge regarding the various matters disclosed and/or described in the form. The General Counsel, in particular, reviews the Form 990 and ensures accuracy of descriptions and that disclosure is complete. The draft Form 990 is reviewed in pertinent part by the Compensation Committee of the Board, and the Form 990 is reviewed in its entirety by the Audit Committee of the Board of Directors of The SCAN Foundation. all members of the Board of Directors receive a copy of the Form 990 after it is prepared for filing, prior to filing.”

Form 990, Part VI, Section B, line 12C:

“The SCAN Foundation regularly and consistently monitors and enforces compliance with its Conflict of Interest policy through annual circulation of a Conflict of Interest questionnaire which all members of the Board of Directors, officers and all members of the staff must complete and sign. The Foundations General Counsel assists in monitoring the Conflicts of Interest questionnaire, and advises regrading adherence to these policies on an ongoing basis.”

Form 990, Part VI, Section B, line 15A:

“THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (CEO) OF THE SCAN FOUNDATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. In determining the compensation of the President & CEO, the Compensation Committee works with and relies upon the counsel and expertise of 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 determining the President & CEOs 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 considered comparable to The SCAN Foundation based upon certain industry standard metrics. The Compensation Committee deliberates on the issue of the President & CEOs compensation package in light of the Ernst & Young Executive Compensation Report. 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 on and then votes on such recommendation; the President & Chief Executive Officer is recused for the entirety of such deliberations and vote. The minutes of the Compensation Committee and the Board of Directors for these meetings are prepared substantially contemporaneously and document such deliberations and decisions.”

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 THE COMMITTEE ARE INDEPENDENT PERSONS. IN DETERMINING EACH EMPLOYEE'S COMPENSATION, the Human Resources Department and Compensation Committee work with and rely upon the counsel and expertise of 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. 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 President & CEO 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; pursuant to their deliberations, the Compensation Committee makes a decision regarding the compensation package for such employees for the following year. The minutes of the Compensation Committee for this meeting are prepared substantially contemporaneously and document such deliberations and decisions. The decisions of the compensation committee are reported to the full board of directors.”

Form 990, Part VI, Section C, Line 19

“The SCAN Foundation governing documents and conflict of interest policy are not made available to the public. The SCAN Foundation makes its Form 990, which contains financial information, available for public inspection.”

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 Suite STE 4, LONG BEACH, CA 90806-5616

Signing Officer

Name
Bruce Chernof
Title
CEO
Phone
5623082889
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Chernof
Formed
2007
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
14
Volunteers
3

Preparer

Firm
Bdo USA Llp
Address
600 ANTON BLVD STE 500, COSTA MESA, CA 92626
Preparer
Walter H Hick Jr
Phone
7149573200
Supplemental Narrative

Additional Explanations

FORM 990, Part IX, Line 11G

“Compensation Studies, Bank Fees, Recruiting, Editorial Reviews”

FORM 990, PART XI, Line 9

“Unexpended portions of grants: The Scan Foundation keeps track of its grantee's spending to ensure that the dollars are spent towards the intended grant purposes. If a project spends less than the initial grant amount, The Scan Foundation writes off the remaining amount or the unspent funds are refunded to The Scan Foundation.”

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, 2015 and 2014, there were no liabilites recorded for uncertain tax positions.”

Raw XML AppendixShowing 400 of 1,181 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.
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IRS990/Desc0The 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 through 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 Foundations 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 Foundations Thematic Goals in 2015: 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, which is required to achieve true medical care and long-term services and supports integration. It is an important objective for the Foundation under this goal to enable health plans to implement effective care coordination models through appropriate networks. In 2015, the Foundation launched its second Linkage Lab Academy, which is training six California vanguard community organizations to be able to contractually partner with the health care sector. One of these six organizations was sponsored by a Northern California Foundation, and the entire Linkage Lab Academy model was replicated by another foundation in Colorado. The Foundation continued its support of the Administration for Community Living in bringing together thought partners on a national level and to engage in similar efforts throughout the country, and regularly convened foundations throughout the country via monthly teleconferences to explore national efforts in this space. Also in 2015, the Foundation commissioned four online video trainings covering key topics of the Linkage Lab Academy, which are on its website. The Foundation continued its support of the Community of Constituents, made up of 18 Regional Aging and Disability Service Coalitions, and the Sacramento-based California Collaborative. These organizations meet weekly by phone and twice a year at a conference, including the Foundations 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. Finally, the Foundation invested significant resources for the development of new quality measures, that measure not only good medical care, but also the Medicaid funded long-term services and supports, including comprehensive care coordination. Thematic Goal 2: Person-Centered Care 2015 was marked by laying important groundwork in this area, in order to be able to achieve large scaling of person-centered models of care throughout California. This groundwork consisted of three bodies of work: (1) the development of a national consensus definition of person-centered care and its key elements (conducted by the American Geriatrics Society); (2) an environmental scan of the California health care system, to un
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IRS990/MissionDesc0The 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 2015, the Foundation disbursed $6,951,274 in cash grants to other organizations to help achieve their mission.
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IRS990/PrincipalOfficerNm0Bruce Chernof

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,658,059
Liabilities
$6,830,951
Net assets
$192,827,108
Revenue
$17,160,839
Expenses
$13,278,927
Net income
$3,881,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$263$4.26$259$13.9$17.0$3.08
2023Summary only. Only limited summary data is available for this year.$259$3.94$255$11.5$15.2$3.75
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$254$6.21$248$9.05$13.9$4.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$298$4.50$293$41.4$10.7$30.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$251$3.80$247$11.7$11.1$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$232$3.96$228$16.6$11.5$5.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$207$3.84$204$19.1$10.5$8.57
2017Summary only. Only limited summary data is available for this year.$225$4.29$221$11.0$8.98$2.06
2016Summary only. Only limited summary data is available for this year.$205$6.46$199$9.66$10.7$1.00
2015Detailed filing. Detailed filing data is available for this year.$200$6.83$193$17.2$13.3$3.88
2015Summary only. Only limited summary data is available for this year.$200$6.83$193$17.2$13.3$3.88
2014Detailed filing. Detailed filing data is available for this year.$212$4.32$208$20.3$12.1$8.13
2013Summary only. Only limited summary data is available for this year.$209$3.04$206$10.4$9.40$0.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$190$4.30$186$10.3
2011Summary only. Only limited summary data is available for this year.$183$5.14$178$9.76$11.1$1.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$5.73$191$8.79