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Nonprofiteer
← SCAN HEALTH PLAN TEXAS INC

Form 990 for tax year 2024

Filed by SCAN HEALTH PLAN TEXAS INC.

Totals

Total revenue
$8,040,346
Total expenses
$6,098,023
Contributions and grants received
$4,700,000
Grants paid
$160,500
Program service revenue
$3,337,124
Investment income
$3,222
Other revenue
$0
Total assets, end of year
$7,325,534
Total liabilities, end of year
$2,491,398
Net assets or fund balances, end of year
$4,834,136
Program services expenses (Part IX)
$5,697,832
Management and general expenses
$400,191
Fundraising expenses
$0
Program service expenses (Part III)
$5,697,832

Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $4,700,000

  • 2a · Program service revenue: MEDICARE PREMIUMS

    total $3,337,124 · related or exempt $3,337,124

  • 3 · Investment income

    total $3,222 · excluded $3,222

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $160,500 · program services $160,500

  • 5 · Compensation of officers, directors and key employees

    total $233,638 · program services $94,392 · management and general $139,246

  • 8 · Pension plan contributions

    total $15,478 · program services $5,286 · management and general $10,192

  • 9 · Other employee benefits

    total $19,720 · program services $13,410 · management and general $6,310

  • 10 · Payroll taxes

    total $14,304 · program services $5,617 · management and general $8,687

  • 11b · Fees: legal

    total $7,024 · program services $2 · management and general $7,022

  • 11c · Fees: accounting

    total $67,931 · program services -$35 · management and general $67,966

  • 11f · Fees: investment management

    total $1,500 · management and general $1,500

  • 11g · Fees: other

    total $3,822,552 · program services $3,727,227 · management and general $95,325

  • 12 · Advertising and promotion

    total $1,515,741 · program services $1,515,647 · management and general $94

  • 13 · Office expenses

    total $16,422 · program services $15,866 · management and general $556

  • 14 · Information technology

    total $40,518 · program services $16,698 · management and general $23,820

  • 16 · Occupancy

    total $25,028 · program services $18,153 · management and general $6,875

  • 17 · Travel

    total $45,757 · program services $45,127 · management and general $630

  • 19 · Conferences, conventions and meetings

    total $5,170 · program services $5,047 · management and general $123

  • 20 · Interest

    total $145 · management and general $145

  • 22 · Depreciation, depletion and amortization

    total $2,780 · program services $2,029 · management and general $751

  • 23 · Insurance

    total $3,999 · program services $200 · management and general $3,799

  • 24a · Other expenses: BROKER COMMISSIONS

    total $73,493 · program services $73,493

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $15,783 · program services $210 · management and general $15,573

  • 24c · Other expenses: OTHER

    total $9,300 · program services -$1,254 · management and general $10,554

  • 24d · Other expenses: FEDERAL, STATE, COUNTY

    total $1,240 · program services $217 · management and general $1,023

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$8,533 · end of year -$5,834

  • 2 · Savings and temporary cash investments

    beginning of year $4,698,540 · end of year $6,734,605

  • 4 · Accounts receivable

    beginning of year $155,802 · end of year $443,407

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,461 · end of year $4,069

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $161,157 · end of year $149,287

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,079,728 · end of year $2,467,183

  • 19 · Deferred revenue

    beginning of year $269 · end of year $731

  • 25 · Other liabilities

    beginning of year $39,742 · end of year $23,484

  • 27 · Net assets without donor restrictions

    beginning of year $2,889,688 · end of year $4,834,136

Mission and programs · 2024

Mission

KEEPING SENIORS HEALTHY AND INDEPENDENT

  • HEALTH CARE SERVICESAS A MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLAN (MAPD) IN TEXAS, SCAN HEALTH PLAN TEXAS COLLABORATES WITH A NETWORK OF DELEGATED AND NON-DELEGATED PROVIDERS TO OFFER MEDICARE COVERED HEALTH CARE AND BEHAVIORAL HEALTHCARE AND ADDITIONAL SUPPLEMENTAL BENEFITS. OUR MEMBER-CENTRIC MODEL OF CARE ENSURES QUALITY, INDIVIDUALIZED CARE FOR ALL MEMBERS, INCLUDING MEMBERS WITH CHRONIC CONDITIONS AND FRAIL MEMBERS WITH FUNCTIONAL DEFICITS.

    Expenses $5,515,291 · Revenue $3,337,124

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $182,541 · Grants $160,500

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Jain MD Sachin H

    PRESIDENT & CEO

    Total calculated
    $5,866,440
    From this org
    $0
    From related orgs
    $3,970,505
    Other
    $1,895,935
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,124,144 related
    Bonus
    $0 + $2,801,461 related
    Other
    $0 + $44,900 related
    Deferred
    $0 + $1,877,762 related
    Nontaxable benefits
    $0 + $18,173 related
    Filer's total
    $0 + $5,866,440 related

  • Plumb Michael

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,993,690
    From this org
    $0
    From related orgs
    $1,197,368
    Other
    $796,322
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,444 related
    Bonus
    $0 + $525,992 related
    Other
    $0 + $24,932 related
    Deferred
    $0 + $766,279 related
    Nontaxable benefits
    $0 + $30,043 related
    Filer's total
    $0 + $1,993,690 related

  • Monk Nancy J End 122024

    CHIEF OPERATIONS OFFICER

    Total calculated
    $1,845,508
    From this org
    $0
    From related orgs
    $1,791,341
    Other
    $54,167
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,859 related
    Bonus
    $0 + $1,035,954 related
    Other
    $0 + $108,528 related
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $30,017 related
    Filer's total
    $0 + $1,845,508 related

  • Schulte Karen H

    PRESIDENT, MEDICARE

    Total calculated
    $1,582,721
    From this org
    $0
    From related orgs
    $976,492
    Other
    $606,229
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,800 related
    Bonus
    $0 + $378,750 related
    Other
    $0 + $24,942 related
    Deferred
    $0 + $585,400 related
    Nontaxable benefits
    $0 + $20,829 related
    Filer's total
    $0 + $1,582,721 related

  • Delphin-Rodriguez Renee C

    CHIEF LEGAL OFFICER & GC

    Total calculated
    $1,472,277
    From this org
    $0
    From related orgs
    $864,149
    Other
    $608,128
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,717 related
    Bonus
    $0 + $304,172 related
    Other
    $0 + $24,260 related
    Deferred
    $0 + $561,209 related
    Nontaxable benefits
    $0 + $46,919 related
    Filer's total
    $0 + $1,472,277 related

  • Hammash Muhannad

    CVP, MED POL & CORP SUP

    Total calculated
    $852,740
    From this org
    $0
    From related orgs
    $626,676
    Other
    $226,064
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,568 related
    Bonus
    $0 + $176,176 related
    Other
    $0 + $24,932 related
    Deferred
    $0 + $216,883 related
    Nontaxable benefits
    $0 + $9,181 related
    Filer's total
    $0 + $852,740 related

  • Havai Virginia A

    VP CONTROLLER

    Total calculated
    $691,185
    From this org
    $0
    From related orgs
    $488,981
    Other
    $202,204
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,893 related
    Bonus
    $0 + $132,960 related
    Other
    $0 + $30,128 related
    Deferred
    $0 + $161,517 related
    Nontaxable benefits
    $0 + $40,687 related
    Filer's total
    $0 + $691,185 related

  • Leung Kwan-Moon

    CHIEF DATA OFFICER

    Total calculated
    $1,163,039
    From this org
    $0
    From related orgs
    $847,484
    Other
    $315,555
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,966 related
    Bonus
    $0 + $304,968 related
    Other
    $0 + $75,550 related
    Deferred
    $0 + $313,085 related
    Nontaxable benefits
    $0 + $2,470 related
    Filer's total
    $0 + $1,163,039 related

  • Blea Michael

    CVP, CHIEF GROWTH OFFICER

    Total calculated
    $952,263
    From this org
    $0
    From related orgs
    $621,755
    Other
    $330,508
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $351,346 related
    Bonus
    $0 + $229,396 related
    Other
    $0 + $41,013 related
    Deferred
    $0 + $294,397 related
    Nontaxable benefits
    $0 + $36,111 related
    Filer's total
    $0 + $952,263 related

  • Selby Jill V End 032024

    SVP PRODUCT DEV & MKT EXP

    Total calculated
    $906,726
    From this org
    $0
    From related orgs
    $893,038
    Other
    $13,688
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,104 related
    Bonus
    $0
    Other
    $0 + $763,934 related
    Deferred
    $0 + $8,459 related
    Nontaxable benefits
    $0 + $5,229 related
    Filer's total
    $0 + $906,726 related

  • Hawkins Ginette

    SVP, CHIEF RISK OFFICER

    Total calculated
    $835,028
    From this org
    $0
    From related orgs
    $517,232
    Other
    $317,796
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,594 related
    Bonus
    $0 + $153,010 related
    Other
    $0 + $5,628 related
    Deferred
    $0 + $302,726 related
    Nontaxable benefits
    $0 + $15,070 related
    Filer's total
    $0 + $835,028 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR KAREN SCHULTE (PRESIDENT MEDICARE -SCAN HEALTH PLAN TEXAS) WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY SCAN HEALTH PLAN. SCAN GROUP USED THE FOLLOWING TO ESTABLISH THE PRESIDENT'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN HEALTH PLAN CEO AND SCAN GROUP BOARD OF DIRECTORS.
PART I, LINES 4A-B
PART I, LINES 4A DURING 2024, THE EMPLOYMENT RELATIONSHIP OF THE FOLLOWING EMPLOYEES OF SCAN GROUP AND SCAN HEALTH PLAN ENDED. IN CONNECTION WITH THE TERMINATION OF EMPLOYMENT, SCAN GROUP AND SCAN HEALTH PLAN NEGOTIATED AND PAID SEVERANCE TO THE EMPLOYEES. (2024) JILL V SELBY $ 723,194 PART I, LINE 4B: SCAN GROUP AND SCAN HEALTH PLAN PROVIDE A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL LISTED PERSONS IN PART VII: (2024) SACHIN JAIN - $ 44,060 NANCY MONK - $ 79,984 MOON LEUNG - $ 48,938 MICHAEL BLEA - $ 35,736 VIRGINIA HAVAI - $ 14,480 DEFERRED COMPENSATION FOR 2024, REPORTED ON SCHEDULE J, PART 11, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE CONTRIBUTE TO, UP TO THE SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS HARBOR) UP TO THE IRS ANNUAL LIMITS. 4) SCAN GROUP AND SCAN HEALTH PLAN PROVIDE AN INCENTIVE PLAN TO VICE PRESIDENTS AND ABOVE. THE INCENTIVE PLAN IS BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE METRICS. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR.
FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J:
JILL SELBY RECEIVED COMPENSATION IN THE AMOUNT OF $26,260 PAID OR ACCRUED BY JVS CONSULTING FOR SERVICES RENDERED TO SCAN GROUP.
SCHEDULE J CEO COMPENSATION
IT IS IMPORTANT TO NOTE THAT SCHEDULE J REFLECTS ALL COMPENSATION THAT THE CEO "EARNED" IN 2024, WHICH INCLUDES INCENTIVE PAYMENTS RELATED TO 2024 THAT WILL BE PAID IN SUBSEQUENT YEARS AND UNVESTED RETIREMENT BENEFITS. SCHEDULE J ALSO INCLUDES COMPENSATION THAT THE CEO "EARNED" IN 2023 THAT WAS PAID IN 2024. FOR AVOIDANCE OF CONFUSION, THE CEO WAS PAID $3,970,505 IN 2024 [COLUMNS (B)(I), (B)(II), (B)(III)], OF WHICH $1,328,341 WAS "EARNED" IN 2023 [COLUMN (F)] AND PAID IN 2024. THE CEO'S "EARNED" COMPENSATION FOR 2024 IS EQUAL TO ROUGHLY $4,538,099, WHICH REPRESENTS COLUMN (E) MINUS COLUMN (F), SINCE COLUMN (F) IS COMPENSATION EARNED IN A PREVIOUS YEAR AND INCLUDED IN A PREVIOUS 990.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • BAKERRIPLEY

    $40,000

    GRANT TO SUPPORT NEEDS OF OLDER ADULTS (AGE 55+) IN HARRIS COUNTY AFFECTED BY A HURRICANE. FUNDING TO PROVIDE SHELF-STABLE FOOD ITEMS AND AID OLDER ADULTS WITH HOME REPAIRS AND ASSISTANCE FOR BASIC NECESSITIES AS PART OF STABILIZATION SUPPORTS AND CONNECTION TO OTHER LONG TERM SERVICES (SUPPLYING HYGIENE PRODUCTS, WATER, MEDICATIONS, SUPPLIES, ETC.).

  • FAMILY SERVICE ASSOCIATION OF SAN ANTONIO INC

    $25,000

    GRANT TO SUPPORT OLDER ADULTS (AGED 55+) WITH EMERGENCY ASSISTANCE SUPPORT. FUNDING WILL TARGET OLDER ADULTS REQUIRING ONE-TIME FINANCIAL ASSISTANCE FOR ESSENTIAL NEEDS, INCLUDING BASIC ADAPTIVE AND MEDICAL EQUIPMENT ITEMS, EMERGENCY FOOD REQUESTS, UTILITY ASSISTANCE, AND OTHER BASIC NEEDS.

  • HOUSTON FOOD BANK

    $25,000

    GRANT SUPPORTING THE PURCHASE OF CULTURALLY RESPONSIVE FOOD ITEMS TO SUPPLEMENT FOOD BOXES FOR OLDER ADULTS (AGES 60+) PARTICIPATING IN THE SENIOR BOX PROGRAM.

  • CHINESE COMMUNITY CENTER INC

    $10,000

    GRANT TO ENABLE THE CHINESE COMMUNITY CENTER TO DELIVER WEEKLY GROUP THERAPY SESSIONS FOR OLDER ADULTS (AGE 55+).

  • GREATER RANDOLPH AREA SERVICES PROGRAM INC

    $10,000

    GRANT TO PROVIDE ONE-TIME EMERGENCY ASSISTANCE TO LOW-INCOME INDIVIDUALS (AGE 55+) RESIDING IN BEXAR COUNTY, TX WHEN NO OTHER RESOURCES ARE AVAILABLE. EMERGENCY ASSISTANCE WILL BE PROVIDED FOR RENTAL ASSISTANCE, UTILITY ASSISTANCE AND TRANSPORTATION ASSISTANCE TO MEDICAL APPOINTMENTS.

  • MISSION CENTERS OF HOUSTON

    $10,000

    GRANT TO SUPPORT EXPANDED NUTRITION PROGRAMMING TO BENEFIT OLDER ADULTS (55 AND OLDER) WHO ARE LIVING IN THE LOW-INCOME NEIGHBORHOODS WHERE MCH MISSION CENTERS ARE LOCATED.

  • NORTHEAST SENIOR ASSISTANCE (NESA)

    $10,000

    GRANT SUPPORTING NORTHEAST SENIOR ASSISTANCE'S VOLUNTEER DRIVING PROGRAM BENEFITTING OLDER ADULTS (AGE 55+) IN BEXAR COUNTY THROUGH NO-COST RIDES TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, FOOD PANTRY VISITS AND OTHER PERSONAL ERRANDS.

  • PRESA COMMUNITY SERVICE CENTER

    $10,000

    GRANT SUPPORTING PRESA COMMUNITY CENTER'S SENIOR LUNCH PROGRAM BY FUNDING A NUMBER OF MEALS FOR LOW-INCOME OLDER ADULTS WHO ACTIVELY PARTICIPATE AT THE CENTER.

  • WEST HOUSTON ASSISTANCE MINISTRIES

    $10,000

    GRANT TO SUPPORT SENIOR NUTRITION PROGRAMMING, INCLUDING THE CLIENT CHOICE PANTRY ON TUESDAY MORNINGS WHERE PANTRY STAFF AND VOLUNTEERS PROVIDE ADDITIONAL SUPPORT TO OLDER ADULT CLIENTS.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • RESIDENTIALIST HOUSECALL LLC

    HEALTHCARE · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHCARE IN ACTION MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH INC

    C · MANAGEMENT · CA · controlled entity

  • WELCOME HEALTH MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH OF CALIFORNIA INC

    C · HEALTHCARE · CA · controlled entity

  • THE RESIDENTIALIST GROUP INC

    C · MANAGEMENT · CA · controlled entity

  • HOUSECALL DOCTORS MEDICAL GROUP INC

    C · HEALTHCARE · CA · controlled entity

  • RESIDENTIALIST HOUSECALL MEDICAL GROUP PC

    C · HEALTHCARE · PA · controlled entity

  • PROSPER SERVICES LLC

    C · MANAGEMENT · DE · controlled entity

  • MYPLACE GREATER LA PACE INC

    C · HEALTHCARE · CA · controlled entity

  • MYPLACE SOUTH LA PACE INC

    C · HEALTHCARE · CA · controlled entity

  • MYPLACE CARE PARTNERS PC

    C · HEALTHCARE · CA · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523169349300112

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