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Nonprofiteer
← THE SCAN FOUNDATION

Form 990 for tax year 2023

Filed by THE SCAN FOUNDATION.

Totals

Total revenue
$11,478,798
Total expenses
$15,227,780
Contributions and grants received
$550,000
Grants paid
$6,196,139
Program services expenses (Part IX)
$11,835,298
Management and general expenses
$3,392,482
Fundraising expenses
$0
Program service expenses (Part III)
$11,835,298

Program services were 77.7% 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
    $784,792
    From this org
    $649,626
    From related orgs
    $0
    Other
    $135,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,163
    Bonus
    $125,531
    Other
    $1,932
    Deferred
    $89,228
    Nontaxable benefits
    $45,938
    Filer's total
    $784,792

  • ROSENSTOCK LINDA

    DIRECTOR

    Total calculated
    $200,000
    From this org
    $35,000
    From related orgs
    $165,000
    Other
    $0
    Hours/week
    2.8 + 8.6 related

    Schedule J breakdown matched by us

    Base
    $35,000 + $165,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $35,000 + $165,000 related

  • JONES BRANDON

    TREASURER

    Total calculated
    $166,500
    From this org
    $37,500
    From related orgs
    $129,000
    Other
    $0
    Hours/week
    3.4 + 7.1 related

    Schedule J breakdown matched by us

    Base
    $37,500 + $129,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $37,500 + $129,000 related

  • ORTIZ CELESTE

    DIRECTOR

    Total calculated
    $166,500
    From this org
    $37,500
    From related orgs
    $129,000
    Other
    $0
    Hours/week
    3.4 + 7.1 related

    Schedule J breakdown matched by us

    Base
    $37,500 + $129,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $37,500 + $129,000 related

  • RUIZ DE LUZURIAGA FRANCESCA

    DIRECTOR

    Total calculated
    $152,000
    From this org
    $35,000
    From related orgs
    $117,000
    Other
    $0
    Hours/week
    2.8 + 6.3 related

    Schedule J breakdown matched by us

    Base
    $35,000 + $117,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $35,000 + $117,000 related

  • PHILLIPS CHERYL

    DIRECTOR

    Total calculated
    $141,055
    From this org
    $36,055
    From related orgs
    $105,000
    Other
    $0
    Hours/week
    3.1 + 5.5 related

  • ELLIS ROSEMARY

    DIRECTOR

    Total calculated
    $126,667
    From this org
    $36,667
    From related orgs
    $90,000
    Other
    $0
    Hours/week
    3.4 + 5 related

  • CHAVEZ ANNA MARIA

    CHAIRPERSON

    Total calculated
    $47,000
    From this org
    $47,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.1

  • BELLA MELANIE

    SECRETARY

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.7

  • QUIHUIS MARGARITA

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.8

  • RAPHAEL CAROL

    DIRECTOR

    Total calculated
    $35,000
    From this org
    $35,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.1

  • HEAVENER ANIKA

    VP, INNOV AND INVSTMT

    Total calculated
    $435,034
    From this org
    $383,667
    From related orgs
    $0
    Other
    $51,367
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,585
    Bonus
    $45,155
    Other
    $9,927
    Deferred
    $36,128
    Nontaxable benefits
    $15,239
    Filer's total
    $435,034

  • SABORIO RIGOBERTO J

    VP PROG EQ & COMM IMPACT

    Total calculated
    $338,882
    From this org
    $302,455
    From related orgs
    $0
    Other
    $36,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,228
    Bonus
    $27,422
    Other
    $13,805
    Deferred
    $31,910
    Nontaxable benefits
    $4,517
    Filer's total
    $338,882

  • IPAKCHI NARDA L

    VP, POLICY

    Total calculated
    $270,444
    From this org
    $236,416
    From related orgs
    $0
    Other
    $34,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,500
    Bonus
    $8,062
    Other
    $11,854
    Deferred
    $27,476
    Nontaxable benefits
    $6,552
    Filer's total
    $270,444

  • WESTPHAL ERIN

    PROGRAM OFFICER

    Total calculated
    $208,610
    From this org
    $169,993
    From related orgs
    $0
    Other
    $38,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,487
    Bonus
    $15,033
    Other
    $473
    Deferred
    $12,418
    Nontaxable benefits
    $26,199
    Filer's total
    $208,610

  • PETERSON KALI

    PROGRAM OFFICER

    Total calculated
    $186,533
    From this org
    $172,827
    From related orgs
    $0
    Other
    $13,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,947
    Bonus
    $13,418
    Other
    $462
    Deferred
    $12,098
    Nontaxable benefits
    $1,608
    Filer's total
    $186,533

  • KING NATALIE

    DIR STRATEGIC INITIATIVES

    Total calculated
    $179,637
    From this org
    $149,491
    From related orgs
    $0
    Other
    $30,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,263
    Bonus
    $25,000
    Other
    $228
    Deferred
    $7,308
    Nontaxable benefits
    $22,838
    Filer's total
    $179,637

  • NICHOLSON MARI D END 0923

    DIR COMMUNICATIONS

    Total calculated
    $177,306
    From this org
    $158,411
    From related orgs
    $0
    Other
    $18,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,685
    Bonus
    $13,023
    Other
    $51,703
    Deferred
    $8,771
    Nontaxable benefits
    $10,124
    Filer's total
    $177,306

  • BURKE MEGAN

    PROGRAM OFFICER

    Total calculated
    $163,740
    From this org
    $140,047
    From related orgs
    $0
    Other
    $23,693
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,274
    Bonus
    $11,427
    Other
    $346
    Deferred
    $10,085
    Nontaxable benefits
    $13,608
    Filer's total
    $163,740

  • CHERNOFF BRUCE

    FORMER CEO

    Total calculated
    $129,044
    From this org
    $129,044
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $129,044
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $129,044

  • ALKEMA GRETCHEN

    FORMER VP POLICY & COMMUN

    Total calculated
    $491,681
    From this org
    $491,681
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $491,681
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $491,681

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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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, LINES 4A-B
PART I, LINE 4A: DURING 2023, THE SCAN FOUNDATION AND RELATED ORGANIZATIONS PAID SEVERANCE TO THE FOLLOWING INDIVIDUALS: GRETCHEN ALKEMA - $135,306 MARI NICHOLSON - $35,595 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 2023, 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. INCENTIVE COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE WHICH HAS FULL DISCRETION TO DETERMINE THE APPROVAL OF THE BONUS BASED ON FACTORS THE COMMITTEE DEEMS APPROPRIATE. 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.

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

  • ATI ADVISORY

    $843,050

    ELIMINATE GAPS IN FUNDING AND INTEGRATION THAT PREVENT A COORDINATED AND EASILY NEVIGABLE SERVICE DELIVERY SYSTEM.

  • PUBLIC POLICY LAB

    $732,187

    THIS PROJECT IS AN INITIATIVE TO ACCELERATE EQUITABLE POLICY CHANGE AND HEALTH-SYSTEMS IMPROVEMENT FOR AND WITH OLDER AMERICANS. WE'LL FORM A POOL OF OLDER ADULTS FOR ONGOING HUMAN-CENTERED RESEARCH, WITH A PARTICULAR FOCUS ON OLDER ADULTS FROM LOW-INCOME AND MARGINALIZED COMMUNITIES, IN LOCATIONS ACROSS THE UNITED STATES. WE'LL DOCUMENT THEIR EXPERIENCES, THEN LAUNCH A PLATFORM THAT FRAMES THEIR INSIGHTS FOR POLICYMAKERS AND SYSTEMS LEADERS, WITH THE GOAL OF SPURRING BOLD ACTION TO BETTER INCORPORATE OLDER ADULTS' NEEDS AND PREFERENCES INTO SOCIAL-SCALE PROGRAMS.

  • CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS

    $551,100

    BUILD AND LEVEL COMMUNITY VOICE TO DRIVE SYSTEMS CHANGE TOWARDS A HIGH-QUALITY LONG-TERM SERVICES AND SUPPORTS (LTSS) SYSTEM.

  • NATIONAL OPINION RESEARCH CENTER

    $319,607

    THE PRIMARY GOAL OF THIS PROJECT IS TO EXPEDITE POLICY PRINCIPLES THAT ALLOW MIDDLEINCOME OLDER ADULTS TO AGE WELL IN HOME AND COMMUNITY. IN SUPPORT OF THAT GOAL, THE PROJECT WILL UPDATE THE FORGOTTEN MIDDLE MODEL USING 2020 HRS DATA, FOCUSING ITS RESEARCH ON MIDDLE INCOME SENIORS OF COLOR AND OTHER HISTORICALLY MARGINALIZED COMMUNITIES. IT WILL ALSO GENERATE NEVER-BEFORE PUBLISHED DATA ON THE NEAR-DUAL POPULATION, WITH A NOVEL APPROACH TO FULLY CAPTURE THIS VULNERABLE POPULATION'S CHARACTERISTICS, NEEDS, AND HOUSING AND CARE OPTIONS. FINALLY, THE PROJECT WILL PRODUCE NATIONAL PRINCIPLES ON THE FORGOTTEN MIDDLE AND NEAR DUALS, DEVELOPED THROUGH CONSENSUS PROCESS DRIVEN BY DIVERSE LEADERS FROM POLICY EXPERTS TO INDUSTRY LEADERS TO ATYPICAL PLAYERS FROM THE NONAGING PRIVATE SECTOR, ELEVATING TSF AS A POLICY LEADER IN THIS FIELD.

  • DANDELION HEALTH

    $240,938

    THE GOALS OF THIS PROJECT ARE TO: ASSESS ACCURACY OF MACHINE LEARNING ALGORITHMS FOR TSF PRIORITY POPULATIONS TO INVESTIGATE WHETHER THESE TOOLS ARE PERPETUATING THE HEALTH AND SOCIAL INEQUITIES THAT TSF PRIORITY POPULATIONS ALREADY FACE, AND DISSEMINATE LEARNINGS WITH KEY STAKEHOLDERS ACROSS THE HEALTHCARE, SOCIAL CARE, AND DATA SCIENCE ECOSYSTEMS.

  • FINANCIAL HEALTH NETWORK

    $232,056

    IMPROVE FINANCIAL SECURITY FOR OLDER ADULTS BY ADDRESSING ROOT CAUSES

  • BOOKER T WASHINGTON COMMUNITY SERVICE CENTER

    $150,000

    OUR GOAL IS TO EXPAND THE BTWCSC SENIOR ADVISORY COUNCIL AND CONTINUE TO CENTER OUR ELDERS' SELF-DETERMINATION, OFFERING ROBUST LEARNING OPPORTUNITIES THAT BUILD THE COUNCIL'S CAPACITY TOWARD COLLECTIVE GOVERNANCE. WE WILL CATALYZE OUR OLDER ADULTS OF COLOR HISTORICALLY AND SYSTEMICALLY EXCLUDED FROM DECISION-MAKING ON A POLICY-LEVEL, YET MOST AFFECTED BY SUCH POLICIES, TO: BE ACTIVE AGENTS IN A DEMOCRATIC PROCESS, BE RESOURCED WITH QUALITY TOOLS AND TECHNICAL SKILLS THAT EMPOWER THEM TO CONTINUE TO INCITE POSITIVE CHANGE IN THE WESTERN ADDITION/FILLMORE COMMUNITY.

  • BIPARTISAN POLICY CENTER

    $150,000

    IN ACCORDANCE WITH TSF'S MISSION TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS AND INDIVIDUALS WITH COMPLEX NEEDS, BPC WILL DISTILL AND ELEVATE FINDINGS FROM THE 2011 - 2023 SCORECARDS TO INFORM THE NATIONAL DIALOGUE ON LTSS. MOREOVER, BPC WILL ANALYZE AND TRANSLATE SCORECARD FINDINGS INTO KEY TAKEAWAYS FOR FEDERAL POLICYMAKERS ACROSS THE AISLE. OUR WORK WILL PROVIDE PROMISING PATHWAYS FOR BIPARTISAN CONSENSUS ON REFORMS THAT ADVANCE A HIGH-FUNCTIONING LTSS SYSTEM

  • CENTER FOR HEALTH CARE STRATEGIES

    $150,000

    FOUR-PART PLAYBOOK GOAL: (1) INCREASE ACCESS TO EASILY NAVIGABLE RESOURCES ON EVIDENCE-BASED PRACTICES AND PROMISING APPROACHES IN COMPLEX CARE; (2) SUPPORT GREATER ADOPTION AND PRACTICAL IMPLEMENTATION OF THESE PRACTICES IN DIVERSE SETTINGS; (3) IDENTIFY AND PROFILE INNOVATIVE SITES AT THE FOREFRONT OF COMPLEX CARE WORK; AND (4) TRANSLATE THE EVIDENCE ON COMPLEX CARE FOR POLICYMAKERS LOOKING TO IMPLEMENT EFFECTIVE POLICIES AND PROGRAMMING.

  • BROOKINGS INSTITUTE

    $150,000

    TO PRODUCE A SERIES OF ANALYSES AND POLICY WHITE PAPERS FOCUSED ON BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE DISORDERS) ISSUES IN OLDER ADULTS TO BETTER INFORM POLICYMAKERS ABOUT UNIQUE CHALLENGES ASSOCIATED WITH MENTAL ILLNESS AND AGING.

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349319701

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

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