Form 990 for tax year 2022

Totals

Total revenue

$9,051,340

Total expenses

$13,880,916

Contributions and grants received

$724,100

Grants paid

$7,007,173

Program service revenue

$0

Investment income

$8,327,240

Other revenue

$0

Total assets, end of year

$254,464,684

Total liabilities, end of year

$6,206,119

Net assets or fund balances, end of year

$248,258,565

Program services expenses (Part IX)

$11,364,444

Management and general expenses

$2,516,472

Fundraising expenses

$0

Program service expenses (Part III)

$11,364,444

Program services were 81.9% 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.

Mission and programs · 2022

• THE FOUNDATION'S STRATEGIC FRAMEWORK FOR 2019-2022, AS UPDATED FROM TIME TO TIME, FOCUSES ON THREE THEMATIC GOALS. THE GOALS ARE AS FOLLOWS: GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE STANDARD OF CARE THAT ALL OLDER ADULTS WITH COMPLEX NEEDS COME TO EXPECT AND RECEIVE. GOAL 2: BUILD RESILIENCE AND CAPACITY. BUILD RESILIENCE AND CAPACITY IN OLDER ADULTS, FAMILIES, AND COMMUNITIES. GOAL 3: DRIVE RESPONSIVE FINANCING POLICIES. DRIVE RESPONSIVE FEDERAL AND STATE FINANCING POLICIES TO CREATE MEANINGFUL CARE CHOICES FOR OLDER ADULTS OF TODAY AND TOMORROW.DURING 2022, THE FOUNDATION FOCUSED ON THEMATIC GOALS 1 AND 3, ABOVE, ALONG WITH A NEW GOAL TO DEVELOP AND BEGIN IMPLEMENTING A COMPREHENSIVE DIVERSITY, EQUITY, AND INCLUSION (DEI) STRATEGY FOR OUR INVESTMENT AND GRANT OPERATIONS. AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY 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 2022:THEMATIC GOAL 1: TRANSFORM CARE AND DELIVERY. ESTABLISH PERSON-CENTERED, INTEGRATED MODELS AS THE GOLD STANDARD OF CARE THAT ALL OLDER ADULTS COME TO EXPECT AND RECEIVEREGARDLESS OF WHETHER THEY HAVE MEDICARE ONLY OR ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID.OUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING TO PROVIDE THE HIGHEST QUALITY OF CARE FOR PEOPLE WITH ACCESS TO BOTH OF THESE PROGRAMS. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:A THEME THAT SPANS THROUGHOUT ALL THE FOUNDATION'S EFFORTS IS TO PROVIDE PERSON-CENTERED CARE, PARTICULARLY TO OLDER ADULTS WITH COMPLEX CARE NEEDS AND FUNCTIONAL LIMITATIONS. CALIFORNIA'S OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII): IN 2022, OMII, WHICH THE FOUNDATION HELPED LAUNCH IN 2021, HELD MEDICARE ADVANTAGE (MA) MEETINGS TO ENGAGE MA PLANS IN THOUGHT PARTNERSHIP. INITIAL MEETING TOPICS RELATED TO THE "FORGOTTEN MIDDLE" POPULATION AND STRENGTHENING DATA SHARING. ATI ADVISORY, A CONSULTING FIRM ENGAGED BY THE FOUNDATION, CONTINUED TO PRODUCE DATA CHARTBOOKS FOR OMII, ONE ON CHRONIC CONDITIONS AND ANOTHER ON BEHAVIORAL HEALTH UTILIZATION AMONG MEDICARE BENEFICIARIES. INFORMED BY ATI ADVISORY'S ANALYSIS, THE CENTER FOR HEALTH CARE STRATEGIES (CHCS), WITH FUNDING FROM THE FOUNDATION, LED THE PROJECT TEAM IN DEVELOPING A MATRIX FOR OMII TO IDENTIFY AND PRIORITIZE POLICY STRATEGIES TO ADDRESS THE NEEDS OF CALIFORNIA'S MEDICARE POPULATION. CHCS ALSO SUPPORTED THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES' DEVELOPMENT OF THE DUAL SPECIAL NEEDS PLAN (D-SNP) CONTRACT TEMPLATE AND MODEL OF CARE AS THE STATE TRANSITIONS DUALS INTEGRATION TO AN EXCLUSIVELY ALIGNED ENROLLMENT D-SNP MODEL (PART OF CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL, OR CALAIM). HEALTH POLICY JOURNAL HEALTH AFFAIRS HIGHLIGHTED THE EFFORTS: HTTPS://WWW.HEALTHAFFAIRS.ORG/CONTENT/FOREFRONT/EXPANDING-STATES-MEDICAID-CAPACITY-MEET-NEEDS-MEDICARE-BENEFICIARIES-INCLUDING-DUALLY.CALIFORNIA'S MASTER PLAN FOR AGING (MPA): THE SCAN FOUNDATION (TSF) FUNDED MULTIPLE PROJECTS ALONG WITH OUR PHILANTHROPIC PARTNERS IN SUPPORT OF CALIFORNIA MPA IMPLEMENTATION FOCUSED ON CAPACITY BUILDING AND PROGRAM AND POLICY ANALYSIS. RESULTS INCLUDED: CA FOR ALL AGES & ABILITIES DAY OF ACTION (HTTPS://WWW.CAFORALL.ORG/) HOSTED BY CALIFORNIA DEPARTMENT OF AGING (CDA) WITH FOUNDATION SUPPORT WHERE MORE THAN 860 PARTICIPANTS DIALOGUED ON MPA PRIORITIES FOR 2023-24. JUSTICE IN AGING CONVENED MPA STAKEHOLDERS AND COORDINATED PRIORITIZATION OF MPA ISSUES PRESENTED AS A UNITED VOICE AT NUMEROUS PUBLIC MEETINGS, INCLUDING THE 2022 CA FOR ALL AGES & ABILITIES EVENT; MYRICK DATA SOLUTIONS HELPED BUILD CDA DATA CAPACITY AND CONTRIBUTED TO DEVELOPMENT OF THE DATA DASHBOARD FOR AGING (HTTPS://MPA.AGING.CA.GOV/DASHBOARD/); COLLABORATIVE CONSULTING COMPLETED A SWOT ANALYSIS OF THE AGING AND DISABILITY RESOURCE CONNECTION/NO WRONG DOOR PROGRAM THAT CONTRIBUTED TO A SUCCESSFUL FEDERAL GRANT APPLICATION; COLLABORATIVE CONSULTING DEVELOPED A ROADMAP FOR CDA'S $150 MILLION DIRECT CARE WORKFORCE INITIATIVE TO INCENTIVIZE, SUPPORT, AND FUND CAREER PATHWAYS FOR DIRECT CARE WORKERS THAT INCLUDES $89 MILLION IN GRANTS TO 78 COMMUNITY-BASED ORGANIZATIONS; ANALYSIS OF CALIFORNIA'S HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) BY ATI ADVISORY AND DEVELOPMENT OF A ROADMAP FOR HICAP MODERNIZATION; DL SOLUTIONS ANALYZED AND PROVIDED RECOMMENDATIONS FOR MULTIPURPOSE SENIOR SERVICES PROGRAM MODERNIZATION.LOCAL MPA ACTIVITIES SUPPORTED BY TSF INCLUDE THE CALIFORNIA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS (CCLTSS) PARTNERED WITH CDA AND THE UNIVERSITY OF CALIFORNIA, LOS ANGELES, TO MAP LOCAL MPA IMPLEMENTATION IN THE STATE'S 58 COUNTIES. DATA WAS PUBLISHED IN DECEMBER 2022 AND PROMOTED WITH THE UPDATED MPA IN EARLY 2023. TSF'S CEO IS ALSO A MEMBER OF THE IMPLEMENTING THE MPA IN CALIFORNIA TOGETHER (IMPACT) COMMITTEE. IMPACT ADVISES THE CALIFORNIA HHS AGENCY ON THE IMPLEMENTATION OF THE MPA, FOCUSING ON ACCOUNTABILITY, OUTCOMES, AND CONTINUOUS IMPROVEMENT TOWARDS THE PLAN'S FIVE BOLD GOALS FOR 2030. MPA IN OTHER STATES: IN 2022, THE FOUNDATION TARGETED FIVE STATES TO INITIATE THE DEVELOPMENT OR FURTHER IMPLEMENTATION OF MPA. A TOTAL OF 11 STATES MET THE CRITERIA COLORADO, ILLINOIS, INDIANA, MISSOURI, NEVADA, NEW YORK, NORTH CAROLINA, SOUTH CAROLINA, TENNESSEE, TEXAS, AND VERMONT. THIS WAS MEASURED BY STATES: (1) SECURING FUNDING TO SUPPORT MPA DEVELOPMENT ; (2) STATE LEADERSHIP TAKING ACTION TO DEVELOP OR IMPLEMENT AN MPA THROUGH LEGISLATION OR/AND EXECUTIVE ORDER; AND (3) FEDERAL GRANT OPPORTUNITIES.TEN STATES WERE SELECTED TO PARTICIPATE IN CHCS' MPA LEARNING COLLABORATIVE (HTTPS://WWW.CHCS.ORG/PROJECT/MULTISECTOR-PLAN-FOR-AGING-LEARNING-COLLABORATIVE/). THESE STATES WERE: COLORADO, ILLINOIS, INDIANA, MINNESOTA, NORTH CAROLINA, NORTH DAKOTA, OREGON, SOUTH CAROLINA, TENNESSEE, AND VERMONT. CHCS ALSO CONTINUES TO SUPPORT STATES' EFFORTS ON MPA DEVELOPMENT (HTTPS://WWW.CHCS.ORG/RESOURCE/DEVELOPING-A-MASTER-PLAN-FOR-AGING/), AND PROMOTE THE UNEXPECTED BENEFITS OF AN MPA (HTTPS://WWW.CHCS.ORG/RESOURCE/THE-UNEXPECTED-BENEFITS-OF-A-STATE-MASTERPLAN-FOR-AGING-LESSONS-FROM-CALIFORNIA/). CALIFORNIA'S ADVOCACY NETWORK: CCLTSS HELD ITS ANNUAL ADVOCACY DAY ON MAY 4, 2022. MORE THAN 125 CCLTSS AND REGIONAL COALITION (RC) MEMBERS PARTICIPATED, A RECORD ATTENDANCE. IT ENGAGED 55 POLICYMAKERS IN TALKS ON THE MPA AND PRIORITIES: (1) MEETING THE BASIC NEEDS OF OLDER AND DISABLED ADULTS; (2) ADDRESSING CALIFORNIA'S CAREGIVING CRISIS; AND (3) STRENGTHENING CALIFORNIA'S FRACTURED SERVICE DELIVERY SYSTEM. CCLTSS AND INSURE THE UNINSURED PROJECT (ITUP) PREPARED CCLTSS AND RC MEMBERS FOR THESE DISCUSSIONS THROUGH POLICY/COMMUNICATIONS TRAININGS AND THE CREATION OF MATERIALS. ALSO, THE NEVADA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/NEVADA-COUNTY_AUGUST-2022_FINAL.PDF) HOSTED A JUNE EVENT ON A DATA MAP OF NEVADA COUNTY (HTTPS://ADRC4.ORG/WP-CONTENT/UPLOADS/2022/10/NC-AGING-DISABLITIES-DATA-MAP.PDF) RELATED TO LONG-TERM SERVICES AND SUPPORTS (LTSS). THE VENTURA COUNTY RC (HTTPS://WWW.THESCANFOUNDATION.ORG/MEDIA/2022/08/VENTURA-COUNTY_AUGUST-2022_FINAL.PDF) ADVANCED THEIR LOCAL MPA, APPROVED BY THE COUNTY'S BOARD OF SUPERVISORS IN OCTOBER 2022. CALIFORNIA ADVANCING AND INNOVATING MEDI-CAL (CALAIM): THE AGING AND DISABILITY BUSINESS INSTITUTE (ADBI) WORKED WITH THE AREA AGENCIES ON AGING STATE ASSOCIATION ON THE FIRST BUSINESS ACUMEN LEARNING COLLABORATIVE. ADBI WORKED WITH MEALS ON WHEELS TO SCOPE OUT THE 2023 COLLABORATIVE. CCLTSS PARTNERED WITH ITUP TO PRODUCE A NEW FACT SHEET (HTTPS://WWW.ITUP.ORG/WP-CONTENT/UPLOADS/2022/10/ITUP-FACT-SHEET-AGING-WELL-V9FINAL.PDF) THAT EXPLORES CALAIM SERVICES AND HOW THEY ALIGN WITH THE MPA. A WEBINAR TOOK PLACE IN OCTOBER 2022 (HTTPS://WWW.ITUP.ORG/EVENTS/CHANGES-AND-OPPORTUNITIES-CALAIM-FOR-CALIFORNIAS-OLDER-ADULTS-AND-DUAL-ELIGIBLES/).LTSS STATE SCORECARD AND PERSON-CENTERED CARE: DATA COLLECTION AND ANALYSIS FOR THE 2023 LTSS STATE SCORECARD BEGAN, AND ITS NATIONAL ADVISORY PANEL MET IN SEPTEMBER 2022. ALSO, UMASS BOSTON IS BEGINNING TO DISSEMINATE THE WHAT MATTERS INDEX TO ADVANCE PROGRESS ON HEALTH CARE MEETING THE NEEDS AND PREFERENCES OF OLDER ADULTS.

  Expenses $11,364,444 · Grants $7,007,173 · Revenue $9,051,340

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• CENTER FOR HEALTH CARE STRATEGIES

  $498,313

  THIS PROJECT SUPPORTED THE DEVELOPMENT AND IMPLEMENTATION OF A LEARNING COLLABORATIVE TO HELP STATES DEVELOP A MASTER PLAN FOR AGING.

• ATI ADVISORY

  $488,884

  IN THIS PROJECT, ATI ADVISORY ADDRESSED GAPS IN FUNDING FOR NON-MEDICAL SERVICES AND MEDICARE, AND WORKED TO EXPAND ACCESS TO PERSON-CENTERED, WHOLE-PERSON CARE FOR CALIFORNIA DUAL-ELIGIBLES.

• ALLIANCE FOR HEALTH POLICY

  $472,971

  THIS INITIATIVE IDENTIFIED AND CHAMPIONED MEDICARE AND MEDICAID FLEXIBILITIES THAT ADVANCE EQUITABLE, PERSON- AND COMMUNITY-CENTERED CARE FOR INDIVIDUALS WITH COMPLEX CARE NEEDS.

• AARP FOUNDATION

  $410,353

  THIS PROJECT CO-FUNDED BY THE COMMONWEALTH FUND SUPPORTS THE DEVELOPMENT OF THE 2023 LTSS SCORECARD WHICH RANKS ALL 50 STATES ON HOW WELL THEY ARE PROVIDING LTSS.

• UNIVERSITY OF MASSACHUSETTS BOSTON

  $337,092

  THIS PROJECT USES THE HEALTH AND RETIREMENT STUDY (HRS) TO MEASURE THE EXTENT TO WHICH OLDER ADULTS EXPERIENCE THE HEALTH CARE SYSTEM AS TAKING ACCOUNT THEIR PREFERENCES FOR CARE.

• NATIONAL OPINION RESEARCH CENTER

  $302,327

  THIS PROJECT TRACKED PUBLIC OPINION SURROUNDING AGING AND EQUITY ISSUES THROUGH SIX NATIONAL OMNIBUS POLLS AMONG ENGLISH- AND SPANISH-SPEAKING U.S. ADULTS WITH AN OVERSAMPLE OF BLACK AND HISPANIC RESPONDENTS.

• USAGING

  $300,000

  THIS PROJECT, CO-FUNDED BY THE JOHN A HARTFORD FOUNDATION, SUPPORTS BUILDING THE BUSINESS ACUMEN OF COMMUNITY-BASED ORGANIZATIONS TO PARTNER WITH THE HEALTH CARE SECTOR TO DELIVER HOME AND COMMUNITY BASED SERVICES.

• CENTER FOR HEALTH CARE STRATEGIES

  $255,651

  SUPPORTS THE CALIFORNIA OFFICE OF MEDICARE INNOVATION AND INTEGRATION (OMII) TO BUILD MEDICARE CAPACITY AND IDENTIFY, DEVELOP AND ADVANCE KEY POLICY AND PROGRAM PRIORITIES BASED ON CALIFORNIA MEDICARE POPULATION, PROGRAM, AND POLICY ANALYSIS.

• THE GERONTOLOGICAL SOCIETY OF AMERICA

  $225,000

  THIS PROJECT SUPPORTED THE LONG-TERM, SOCIAL CHANGE ENDEAVOR TO CHANGE THE NARRATIVE AROUND AGING IN WAYS THAT ENCOURAGE IMPROVED POLICIES AND PROGRAMS. THIS PROJECT WAS FUNDED BY THREE ADDITIONAL ORGANIZATIONS.

• JENNINGS POLICY STRATEGIES INC

  $180,000

  ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR

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.

• SCAN GROUP

  501(C)(3) · ADMIN SUPPORT · CA

• SCAN HEALTH PLAN

  501(C)(3) · MEDICARE ADVANTAGE · CA · controlled entity

  Directly controlled by SCAN GROUP

• SCAN HEALTH PLAN NEVADA INC

  501(C)(4) · MEDICARE ADVANTAGE · NV · controlled entity

  Directly controlled by SCAN GROUP

• SCAN DESERT HEALTH PLAN INC

  501(C)(4) · MEDICARE ADVANTAGE · AZ · controlled entity

  Directly controlled by SCAN GROUP

• SCAN HEALTH PLAN TEXAS INC

  501(C)(4) · MEDICARE ADVANTAGE · TX · controlled entity

  Directly controlled by SCAN GROUP

• SCAN HEALTH PLAN NEW MEXICO INC

  501(C)(4) · MEDICARE ADVANTAGE · NM · controlled entity

  Directly controlled by SCAN GROUP

• HEALTHCARE IN ACTION INC

  501(C)(3) · MEDICARE ADVANTAGE · CA · controlled entity

  Directly controlled by SCAN GROUP

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.

Provenance

Return type

form_990

Tax year

2022

Filed

6 November 2023

IRS schema version

2022v5.0

Source object

202313159349301206

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

The source document this was parsed from is served over the API, which is where bulk and document access live.