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Nonprofiteer
← THE SCAN FOUNDATION

Form 990 for tax year 2024

Filed by THE SCAN FOUNDATION.

Totals

Total revenue
$13,891,911
Total expenses
$16,975,383
Contributions and grants received
$450,100
Grants paid
$7,142,925
Program services expenses (Part IX)
$13,098,215
Management and general expenses
$3,877,168
Fundraising expenses
$0
Program service expenses (Part III)
$13,098,215

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MOHANTY SARITA A

    CEO

    Total calculated
    $810,400
    From this org
    $669,894
    From related orgs
    $0
    Other
    $140,506
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $540,886
    Bonus
    $127,076
    Other
    $1,932
    Deferred
    $92,311
    Nontaxable benefits
    $48,195
    Filer's total
    $810,400
  • ROSENSTOCK LINDA

    DIRECTOR

    Total calculated
    $202,500
    From this org
    $37,500
    From related orgs
    $165,000
    Other
    $0
    Hours/week
    2.8 + 8.2 related

    Schedule J breakdown matched by us

    Base
    $37,500 + $165,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $37,500 + $165,000 related
  • JONES BRANDON

    TREASURER

    Total calculated
    $174,000
    From this org
    $40,000
    From related orgs
    $134,000
    Other
    $0
    Hours/week
    3.1 + 6.3 related

    Schedule J breakdown matched by us

    Base
    $40,000 + $134,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $40,000 + $134,000 related
  • ORTIZ CELESTE

    DIRECTOR

    Total calculated
    $174,000
    From this org
    $40,000
    From related orgs
    $134,000
    Other
    $0
    Hours/week
    3.1 + 6.3 related

    Schedule J breakdown matched by us

    Base
    $40,000 + $134,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $40,000 + $134,000 related
  • PHILLIPS CHERYL

    CHAIRPERSON (START 1/1)

    Total calculated
    $170,000
    From this org
    $50,000
    From related orgs
    $120,000
    Other
    $0
    Hours/week
    4.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $50,000 + $120,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $50,000 + $120,000 related
  • RUIZ DE LUZARIAGA FRANCESCA

    DIRECTOR

    Total calculated
    $151,500
    From this org
    $37,500
    From related orgs
    $114,000
    Other
    $0
    Hours/week
    2.8 + 5.8 related

    Schedule J breakdown matched by us

    Base
    $37,500 + $114,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $37,500 + $114,000 related
  • ELLIS ROSEMARY

    DIRECTOR

    Total calculated
    $140,000
    From this org
    $40,000
    From related orgs
    $100,000
    Other
    $0
    Hours/week
    3.1 + 5 related
  • BELLA MELANIE

    SECRETARY

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1
  • CHAVEZ ANNA MARIA

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.8
  • QUIHUIS MARGARITA

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.8
  • RAPHAEL CAROL

    DIRECTOR

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.8
  • HEAVENER ANIKA

    VP, OPS & INVESTMENTS

    Total calculated
    $446,870
    From this org
    $398,451
    From related orgs
    $0
    Other
    $48,419
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $341,242
    Bonus
    $46,636
    Other
    $10,573
    Deferred
    $33,308
    Nontaxable benefits
    $15,111
    Filer's total
    $446,870
  • SABORIO RIGOBERTO J

    VP PROG EQ & COMM IMPACT (END 12/31)

    Total calculated
    $381,931
    From this org
    $349,798
    From related orgs
    $0
    Other
    $32,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,935
    Bonus
    $37,013
    Other
    $34,850
    Deferred
    $27,684
    Nontaxable benefits
    $4,449
    Filer's total
    $381,931
  • IPAKCHI NARDA L

    VP, POLICY AND PROGRAMS

    Total calculated
    $297,254
    From this org
    $276,239
    From related orgs
    $0
    Other
    $21,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,525
    Bonus
    $31,091
    Other
    $13,623
    Deferred
    $18,416
    Nontaxable benefits
    $2,599
    Filer's total
    $297,254
  • KING NATALIE

    SR. DIR, STRATEGY

    Total calculated
    $249,363
    From this org
    $200,022
    From related orgs
    $0
    Other
    $49,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,798
    Bonus
    $51,963
    Other
    $261
    Deferred
    $14,545
    Nontaxable benefits
    $34,796
    Filer's total
    $249,363
  • AHERN BRENDAN H

    DIR IMPACT INVESTING

    Total calculated
    $245,184
    From this org
    $218,828
    From related orgs
    $0
    Other
    $26,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,932
    Bonus
    $28,500
    Other
    $396
    Deferred
    $13,300
    Nontaxable benefits
    $13,056
    Filer's total
    $245,184
  • WESTPHAL ERIN

    PROGRAM OFFICER

    Total calculated
    $211,237
    From this org
    $179,644
    From related orgs
    $0
    Other
    $31,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,922
    Bonus
    $15,218
    Other
    $504
    Deferred
    $12,773
    Nontaxable benefits
    $18,820
    Filer's total
    $211,237
  • PETERSON KALI

    PROGRAM OFFICER

    Total calculated
    $207,400
    From this org
    $192,149
    From related orgs
    $0
    Other
    $15,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,715
    Bonus
    $27,941
    Other
    $493
    Deferred
    $13,450
    Nontaxable benefits
    $1,801
    Filer's total
    $207,400
  • NAVA-SCHELLINGER VIVIAN

    DIR, CI AND CA PARTNERSHIPS

    Total calculated
    $201,422
    From this org
    $186,074
    From related orgs
    $0
    Other
    $15,348
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,101
    Bonus
    $10,653
    Other
    $320
    Deferred
    $13,025
    Nontaxable benefits
    $2,323
    Filer's total
    $201,422

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 — 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
WHILE THE FOUNDATION'S TRAVEL POLICY NORMALLY REQUIRES THE USE OF ECONOMY CLASS FLIGHTS AT THE LOWEST AVAILABLE FARE, TRAVEL IN BUSINESS CLASS (OR FIRST CLASS, IF BUSINESS CLASS IS NOT OFFERED FOR THE FLIGHT BEING TAKEN) IS PERMITTED UNDER CERTAIN SPECIFIED OR OTHER EXTENUATING CIRCUMSTANCES. THE CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY.
PART I, LINE 4B
PART I, LINE 4B: THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) 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 CONTRIBUTIONS MADE ON OR ATER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PART VII: NO SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR. DEFERRED COMPENSATION FOR 2024, REPORTED ON SCHEDULE J, PART II, 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 CONTRIBUTE TO, UP TO THE COMPANY'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS.
PART I, LINE 7
INCENTIVE COMPENSATION IS PROVIDED TO ELIGIBLE PARTICIPANTS LISTED ON PART VII OF THE FORM 990. THE INCENTIVE COMPENSATION IS BASED ON ACHIEVEMENT OF PERFORMANCE GOALS AND IS THEN COMPUTED BASED ON A PERCENTAGE OF BASE COMPENSATION AND THE ASSESSED ACHIEVEMENT OF THE PERFORMANCE GOALS. THE PERFORMANCE GOALS ARE ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE BONUS AMOUNTS ARE DETERMINED BY THE COMPENSATION COMMITTEE (FOR ALL STAFF OTHER THAN THE CEO) AND THE BOARD OF DIRECTORS (FOR THE CEO) BASED ON THE ACHIEVEMENT OF THE PERFORMANCE GOALS. ADDITIONALLY, CERTAIN EMPLOYEES ARE ELIBIGLE FOR SPOT AWARDS AND OTHER ONE TIME BONUSES AT THE DISCRETION OF THE EXECUTIVE TEAM.

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

  • THE PURPOSE OF THIS INITIATIVE IS TO PROVIDE THE KNOWLEDGE AND INFORMATION TO POLICYMAKERS, THAT IS, THE INTELLECTUAL INFRASTRUCTURE, NECESSARY TO ADVANCE LTSS FINANCING REFORM.

  • THIS PROJECT IS AN INITIATIVE TO ACCELERATE EQUITABLE POLICY CHANGE AND HEALTH-SYSTEMS IMPROVEMENT FOR AND WITH OLDER AMERICANS. IN YEAR 2, WE'LL EXPAND OUR POOL OF OLDER ADULTS FOR ONGOING HUMAN-CENTERED RESEARCH, DOCUMENT THEIR EXPERIENCES, THEN ADD THEIR DATA TO THE PEOPLE SAY, OUR PLATFORM FOR PUBLIC CIVIC RESEARCH, WITH THE GOAL OF SPURRING BOLD ACTION TO BETTER INCORPORATE OLDER ADULTS' NEEDS AND PREFERENCES INTO SOCIAL-SCALE PROGRAMS.

  • GENERATION

    $348,431

    IMPROVE FINANCIAL SECURITY FOR OLDER ADULTS BY ADDRESSING ROOT CAUSES

  • STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM

  • STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM

  • UC BERKELEY

    $300,000

    THE INVESTIGATIVE REPORTING PROGRAM AT THE UC BERKELEY GRADUATE SCHOOL OF JOURNALISM

  • TSF SEEKS A PARTNER IN GATHERING AND SYNTHESIZING FEEDBACK AND INSIGHTS FROM OLDER ADULTS THAT MIGHT INFORM ICC'S DEVELOPMENT OF THE NATIONAL FRAMEWORK ON AGING.

  • INFORM NEW MEDICARE COVERAGE AND CARE DELIVERY REFORMS TO REFLECT THE NEEDS AND PREFERENCES OF PRIORITY POPULATIONS

  • GENERATION

    $250,185

    COLLECT NEW SURVEY DATA TO PROVIDE INSIGHTS AND RECOMMENDATIONS ON HOW EMPLOYERS, MIDCAREER/OLDER WORKERS THEMSELVES, AND POLICY MAKERS CAN TAKE STEPS TO BETTER POSITION THEMSELVES FOR AN AI-INFUSED WORKPLACE MOVING FORWARDS

  • SUPPORT CDA IN THE PLANNING AND EXECUTION OF THE 2024 CA FOR ALL AGES & ABILITIES CONFERENCE.

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513189349305796

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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