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Nonprofiteer
← SCAN HEALTH PLAN

Form 990 for tax year 2022

Filed by SCAN HEALTH PLAN.

Totals

Total revenue
$4,314,809,758
Total expenses
$4,244,917,660
Contributions and grants received
$4,164,910
Grants paid
$4,442,475
Program services expenses (Part IX)
$4,156,958,013
Management and general expenses
$87,959,647
Fundraising expenses
$0
Program service expenses (Part III)
$4,156,958,013

Program services were 97.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAIN MD SACHIN H

    PRESIDENT & CEO

    Total calculated
    $5,026,194
    From this org
    $3,006,034
    From related orgs
    $0
    Other
    $2,020,160
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $976,619
    Bonus
    $2,022,492
    Other
    $6,923
    Deferred
    $2,006,845
    Nontaxable benefits
    $13,315
    Filer's total
    $5,026,194

  • ROSENSTOCK LINDA

    CHAIRPERSON

    Total calculated
    $192,000
    From this org
    $0
    From related orgs
    $192,000
    Other
    $0
    Hours/week
    1.02 + 11.98 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $192,000 related

  • JONES BRANDON

    DIRECTOR

    Total calculated
    $158,500
    From this org
    $0
    From related orgs
    $158,500
    Other
    $0
    Hours/week
    0.71 + 9.49 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $158,500 related

  • ORTIZ CELESTE

    DIRECTOR

    Total calculated
    $156,000
    From this org
    $0
    From related orgs
    $156,000
    Other
    $0
    Hours/week
    0.71 + 9.19 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $156,000 related

  • RUIZ DE LUZURIAGA FRANCESCA

    DIRECTOR

    Total calculated
    $148,000
    From this org
    $0
    From related orgs
    $148,000
    Other
    $0
    Hours/week
    0.71 + 9.19 related

  • PHILLIPS CHERYL

    DIRECTOR

    Total calculated
    $142,500
    From this org
    $0
    From related orgs
    $142,500
    Other
    $0
    Hours/week
    0.55 + 8.05 related

  • ELLIS ROSEMARY

    DIRECTOR

    Total calculated
    $131,000
    From this org
    $0
    From related orgs
    $131,000
    Other
    $0
    Hours/week
    0.62 + 8.38 related

  • CAIN COLLEEN

    DIRECTOR

    Total calculated
    $106,000
    From this org
    $0
    From related orgs
    $106,000
    Other
    $0
    Hours/week
    0.56 + 5.04 related

  • TURNER ROSEMARY

    DIRECTOR

    Total calculated
    $105,000
    From this org
    $0
    From related orgs
    $105,000
    Other
    $0
    Hours/week
    0.55 + 4.95 related

  • CHIN HANSEN JENNIE

    DIRECTOR

    Total calculated
    $94,000
    From this org
    $0
    From related orgs
    $94,000
    Other
    $0
    Hours/week
    0.58 + 5.22 related

  • ALLOCCO ANDREW

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $0
    From related orgs
    $90,000
    Other
    $0
    Hours/week
    0.5 + 4.5 related

  • MONK NANCY J

    CHIEF OPERATIONS OFFICER

    Total calculated
    $2,355,574
    From this org
    $0
    From related orgs
    $1,743,764
    Other
    $611,810
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $502,765 related
    Bonus
    $0 + $434,611 related
    Other
    $0 + $806,388 related
    Deferred
    $0 + $572,454 related
    Nontaxable benefits
    $0 + $39,356 related
    Filer's total
    $0 + $2,355,574 related

  • PLUMB MICHAEL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,561,781
    From this org
    $943,395
    From related orgs
    $0
    Other
    $618,386
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $496,761
    Bonus
    $424,202
    Other
    $22,432
    Deferred
    $590,423
    Nontaxable benefits
    $27,963
    Filer's total
    $1,561,781

  • GOODE JOSH K

    CHIEF INFORMATION OFFICER

    Total calculated
    $1,408,715
    From this org
    $0
    From related orgs
    $921,550
    Other
    $487,165
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,320 related
    Bonus
    $0 + $352,425 related
    Other
    $0 + $86,805 related
    Deferred
    $0 + $476,666 related
    Nontaxable benefits
    $0 + $10,499 related
    Filer's total
    $0 + $1,408,715 related

  • KROEKER KEVIN B

    GENERAL COUNSEL

    Total calculated
    $1,311,056
    From this org
    $0
    From related orgs
    $785,900
    Other
    $525,156
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,406 related
    Bonus
    $0 + $189,337 related
    Other
    $0 + $77,157 related
    Deferred
    $0 + $498,755 related
    Nontaxable benefits
    $0 + $26,401 related
    Filer's total
    $0 + $1,311,056 related

  • BATRA ROMILLA A

    CHIEF MEDICAL OFFICER

    Total calculated
    $1,282,933
    From this org
    $822,330
    From related orgs
    $0
    Other
    $460,603
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $468,377
    Bonus
    $331,521
    Other
    $22,432
    Deferred
    $450,763
    Nontaxable benefits
    $9,840
    Filer's total
    $1,282,933

  • STANISLAW SHERRY

    GENERAL MANAGER OFFICER

    Total calculated
    $1,125,003
    From this org
    $743,473
    From related orgs
    $0
    Other
    $381,530
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $380,811
    Bonus
    $280,125
    Other
    $82,537
    Deferred
    $362,051
    Nontaxable benefits
    $19,479
    Filer's total
    $1,125,003

  • CRAWLEY LINDSAY

    CHIEF PEOPLE OFFICER

    Total calculated
    $799,074
    From this org
    $0
    From related orgs
    $510,743
    Other
    $288,331
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $359,585 related
    Bonus
    $0 + $129,937 related
    Other
    $0 + $21,221 related
    Deferred
    $0 + $275,680 related
    Nontaxable benefits
    $0 + $12,651 related
    Filer's total
    $0 + $799,074 related

  • LEUNG KWAN-MOON BEG 122

    CHIEF DATA OFFICER

    Total calculated
    $1,058,021
    From this org
    $0
    From related orgs
    $733,743
    Other
    $324,278
    Hours/week
    32 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,402 related
    Bonus
    $0 + $226,368 related
    Other
    $0 + $74,973 related
    Deferred
    $0 + $321,599 related
    Nontaxable benefits
    $0 + $2,679 related
    Filer's total
    $0 + $1,058,021 related

  • SELBY JILL V

    SVP PRODUCT DEV & MKT EXP

    Total calculated
    $835,479
    From this org
    $0
    From related orgs
    $551,752
    Other
    $283,727
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,030 related
    Bonus
    $0 + $186,931 related
    Other
    $0 + $23,791 related
    Deferred
    $0 + $264,558 related
    Nontaxable benefits
    $0 + $19,169 related
    Filer's total
    $0 + $835,479 related

  • GELB EVE

    SVP DUALS

    Total calculated
    $615,132
    From this org
    $554,093
    From related orgs
    $0
    Other
    $61,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,525
    Bonus
    $175,690
    Other
    $55,878
    Deferred
    $30,364
    Nontaxable benefits
    $30,675
    Filer's total
    $615,132

  • HAWKINS GINETTE BEG 322

    CVP, CHIEF RISK EXECUTIVE

    Total calculated
    $507,459
    From this org
    $0
    From related orgs
    $350,961
    Other
    $156,498
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,833 related
    Bonus
    $0 + $84,016 related
    Other
    $0 + $11,112 related
    Deferred
    $0 + $148,231 related
    Nontaxable benefits
    $0 + $8,267 related
    Filer's total
    $0 + $507,459 related

  • WHITELOCK ANDREW K

    SVP CHIEF RISK EXECUTIVE (END 3/22)

    Total calculated
    $327,111
    From this org
    $0
    From related orgs
    $327,111
    Other
    $0
    Hours/week
    30 + 9.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $87,093 related
    Bonus
    $0 + $134,865 related
    Other
    $0 + $105,153 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $327,111 related

  • JHAWAR SHARONJIT K

    CVP, CHIEF PHARMACY OFFICER

    Total calculated
    $808,237
    From this org
    $582,645
    From related orgs
    $0
    Other
    $225,592
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $386,262
    Bonus
    $175,043
    Other
    $21,340
    Deferred
    $212,283
    Nontaxable benefits
    $13,309
    Filer's total
    $808,237

  • SCHULTE KAREN H BEG 122

    SVP NETWORK MANAGEMENT

    Total calculated
    $799,943
    From this org
    $497,375
    From related orgs
    $0
    Other
    $302,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,865
    Bonus
    $126,225
    Other
    $22,285
    Deferred
    $286,234
    Nontaxable benefits
    $16,334
    Filer's total
    $799,943

  • PARVINCHIHA MD PAYAM

    CVP, VALUE BASED PROGRAMS

    Total calculated
    $770,360
    From this org
    $531,849
    From related orgs
    $0
    Other
    $238,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,009
    Bonus
    $147,540
    Other
    $21,300
    Deferred
    $210,816
    Nontaxable benefits
    $27,695
    Filer's total
    $770,360

  • PETITO JOHN W

    CVP, TRANSFORMATION

    Total calculated
    $701,201
    From this org
    $473,242
    From related orgs
    $0
    Other
    $227,959
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,587
    Bonus
    $127,766
    Other
    $14,889
    Deferred
    $193,709
    Nontaxable benefits
    $34,250
    Filer's total
    $701,201

  • HAVAI VIRGINIA A

    VP, CONTROLLER

    Total calculated
    $642,426
    From this org
    $453,964
    From related orgs
    $0
    Other
    $188,462
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $301,858
    Bonus
    $127,056
    Other
    $25,050
    Deferred
    $155,104
    Nontaxable benefits
    $33,358
    Filer's total
    $642,426

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
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
SCAN HEALTH PLAN APPROVED AND PAID FOR FIRST CLASS TRAVEL FOR THE CEO UNDER ITS BOARD APPROVED ACCOUNTABLE PLAN. SCAN HEALTH PLAN'S EMPLOYEE EXPENSE REIMBURSEMENT AND TRAVEL GUIDELINES POLICY (THE POLICY) ALLOWS FOR THE CEO TO FLY FIRST CLASS ON FLIGHTS OVER 4 HOURS. THE POLICY HAS SPECIFIC LANGUAGE FOR DEVIATIONS FROM POLICY WHICH REQUIRE A DESCRIPTION OF THE BUSINESS PURPOSE AND OFFICER APPROVAL. THE BENEFITS OF FIRST CLASS TRAVEL WERE NOT TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL.
PART I, LINE 3
COMPENSATION FOR THE CEO WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, AND PAID BY THE COMPANY. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE BOARD OF DIRECTORS.
PART I, LINE 4B
SCAN GROUP AND SCAN HEALTH PLAN PROVIDE A SUPPLEMENTAL NON- QUALIFIED RETIREMENT PLAN TO OFFICERS, SENIOR VICE PRESIDENTS, AND 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 THE FOLLOWING LISTED PERSONS IN PART VII: NANCY MONK - $ 780,345 JOSH GOODE - $ 65,046 KEVIN KROEKER - $ 51,114 SHERRY STANISLAW - $ 51,375 EVE GELB - $ 54,187 MOON LEUNG - $ 50,862 ANDREW K. WHITELOCK - $84,274 DEFERRED COMPENSATION FOR 2022, 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 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 SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE 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. EFFECTIVE JULY 1, 2020, A NEW STRATEGIC INCENTIVE PLAN WAS DEVELOPED FOR THE CEO AND PAYMENTS ARE PAID ANNUALLY IN DECEMBER.
PART I, LINE 7
BEGINNING IN 2021, THE FIRST DISCRETIONARY PAYMENT WAS MADE AS PART OF THE STRATEGIC BONUS, IS A LONG-TERM INCENTIVE AWARD OPPORTUNITY THAT MAY BE EARNED BASED ON THE ACHIEVEMENT OF PRE-ESTABLISHED, WRITTEN PERFORMANCE GOALS OVER A TWO-YEAR PERFORMANCE PERIOD, SUBJECT TO A CAP. THE PAYMENT OF THE STRATEGIC BONUS WILL BE CONTINGENT UPON ACHIEVEMENT OF APPLICABLE PERFORMANCE GOALS, CONTINUED EMPLOYMENT THROUGH THE APPLICABLE PAYMENT DATE, AND IS DETERMINED BY THE BOARD OR A SUBCOMMITTEE THEREOF.

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

  • HEALTHCARE IN ACTION

    $3,300,000

    FUNDING FROM SCAN HEALTH PLAN TO SUPPORT 2022 OPERATIONS. HEALTHCARE IN ACTION SERVES PATIENTS EXPERIENCE HOMELESSNESS THROUGH AN INNOVATIVE "STREET MEDICINE" APPROACH BY CONTRACTING WITH MEDICARE AND MEDICAID HEALTH PLANS AS WELL AS HOSPITALS AND HEALTH SYSTEMS.

  • AMERICAN HEART ASSOCIATION

    $125,000

    LOS ANGELES "GO RED FOR WOMEN" PLEDGE

  • CHAPMAN UNIVERSITY

    $76,525

    2022 CHAPMAN UNIVERSITY RESIDENT PROGRAM

  • CSULB 49ER FOUNDATION

    $52,500

    THE SCAN HEALTH PLAN SCHOLARSHIP FOR THE HEALTH AND INDEPENDENCE OF SENIORS

  • PARTNERS IN CARE FOUNDATION INC

    $50,000

    PARTNERS IN CARE FOUNDATION TRIBUTE DINNER

  • CALIFORNIA BLACK WOMEN'S HEALTH PROJECT SISTAHS AGING WITH GRACE & ELEGANCE

    $30,000

    THE SCAN GRANT WILL SUPPORT PERSONNEL COST, TARGETED CONVENINGS AND COORDINATION OF INTERGENERATIONAL VOLUNTEERS NEEDED TO IMPLEMENT THE PROGRAM. THE PROGRAM WILL SERVE 75 PRIMARILY BLACK SENIORS OVER A 12-MONTH PERIOD.

  • TIDES CENTER

    $30,000

    LATINO COALITION FOR A HEALTHY CALIFORNIA VIRTUAL LATINIX HEALTH POLICY SUMMIT 2022 SPONSORSHIP, OCT 12 & 13, 2022.

  • PROYECTO PASTORAL

    $25,000

    THROUGH THE GUADALUPE HOMELESS PROJECT, FUNDING FROM SCAN WILL SUPPORT 15-20 WOMEN OVER THE AGE OF 55 WITH THE GOAL OF TRANSITIONING CLIENTS INTO PERMANENT HOUSING.

  • VISIN Y COMPROMISO

    $25,000

    GRANT WILL SUPPORT "CON AMOR Y DIGNIDAD" (MEANING WITH LOVE AND DIGNITY), A COMMUNITY-BASED SERIOUS ILLNESS CARE PILOT PROJECT IN ALAMEDA AND SAN FRANCISCO COUNTIES REACHING 200 LATINX RESIDENTS WHO ARE FAMILY CAREGIVERS TO 30-35 OLDER ADULTS.. CON AMOR Y DIGNIDAD IS A CULTURALLY AND LINGUISTICALLY SPECIFIC PROMOTORES NAVIGATOR PROGRAM THAT LEVERAGES RELATIONSHIPS WITH TRUSTED COMMUNITY LEADERS TO BUILD CONNECTIONS WITH FAMILY CAREGIVERS, SHARE INFORMATION WITH LATINO RESIDENTS ABOUT AGING AND END-OF-LIFE CARE, FACILITATE FAMILY COMMUNICATION, PROMOTE WELLNESS, AND PROVIDE REFERRALS TO LOCAL RESOURCES.

  • UMMA COMMUNITY CLINIC

    $25,000

    WITH SUPPORT FROM THE SCAN GRANT, UMMA ANTICIPATES REACHING APPROXIMATELY 780 ADULTS AGE 55+ TO PROVIDE ESSENTIAL CARE MANAGEMENT SUPPORT AND INCREASE ACCESS TO CRITICAL HEALTHCARE AND SOCIAL SERVICES.

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
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202313159349301111

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

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