Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1d · Related organizations

  $1,400,000

• 2a · Program service revenue: MEDICARE PREMIUMS

  total $1,189,573 · related or exempt $1,189,573

• 3 · Investment income

  total $36,534 · excluded $36,534

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $24,000 · program services $24,000

• 5 · Compensation of officers, directors and key employees

  total $134,893 · program services $29,376 · management and general $105,517

• 8 · Pension plan contributions

  total $8,962 · program services $1,695 · management and general $7,267

• 9 · Other employee benefits

  total $6,598 · program services $3,560 · management and general $3,038

• 10 · Payroll taxes

  total $8,686 · program services $1,805 · management and general $6,881

• 11b · Fees: legal

  total $578 · program services $1 · management and general $577

• 11c · Fees: accounting

  total $57,361 · program services -$12 · management and general $57,373

• 11f · Fees: investment management

  total $720 · management and general $720

• 11g · Fees: other

  total $1,745,388 · program services $1,696,199 · management and general $49,189

• 12 · Advertising and promotion

  total $330,937 · program services $327,342 · management and general $3,595

• 13 · Office expenses

  total $8,801 · program services $8,219 · management and general $582

• 14 · Information technology

  total $23,934 · program services $5,211 · management and general $18,723

• 16 · Occupancy

  total $25,225 · program services $18,280 · management and general $6,945

• 17 · Travel

  total $14,243 · program services $10,313 · management and general $3,930

• 19 · Conferences, conventions and meetings

  total $962 · program services $914 · management and general $48

• 20 · Interest

  total $145 · management and general $145

• 22 · Depreciation, depletion and amortization

  total $871 · program services $636 · management and general $235

• 23 · Insurance

  total $403 · program services $63 · management and general $340

• 24a · Other expenses: BROKER COMMISSIONS

  total $38,853 · program services $38,853

• 24b · Other expenses: OTHER

  total $5,723 · program services $1,854 · management and general $3,869

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

  total $497 · program services $67 · management and general $430

• 24d · Other expenses: DUES AND SUBSCRIPTIONS

  total $253 · program services $55 · management and general $198

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year -$1,773 · end of year -$3,389

• 2 · Savings and temporary cash investments

  beginning of year $3,181,874 · end of year $3,266,181

• 4 · Accounts receivable

  beginning of year $3,905 · end of year $523,440

• 9 · Prepaid expenses and deferred charges

  beginning of year $1,710 · end of year $1,848

• 15 · Other assets

  beginning of year $1,084,764 · end of year $1,030,327

• 17 · Accounts payable and accrued expenses

  beginning of year $1,160,018 · end of year $1,579,090

• 19 · Deferred revenue

  end of year $741

• 25 · Other liabilities

  beginning of year $60,748 · end of year $0

• 27 · Net assets without donor restrictions

  beginning of year $3,049,714 · end of year $3,238,576

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION FOR KAREN SCHULTE (PRESIDENT -SCAN HEALTH PLAN (NM) 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 PLAN CEO AND SCAN GROUP BOARD OF DIRECTORS. 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, LINE 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 CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING 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 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 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.

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