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Nonprofiteer
← SCAN HEALTH PLAN TEXAS INC

Form 990 for tax year 2022

Filed by SCAN HEALTH PLAN TEXAS INC.

Totals

Total revenue
$4,502,172
Total expenses
$3,698,254
Contributions and grants received
$4,500,000
Grants paid
$75,000
Program service revenue
$0
Investment income
$2,172
Other revenue
$0
Total assets, end of year
$3,686,143
Total liabilities, end of year
$1,286,043
Net assets or fund balances, end of year
$2,400,100
Program services expenses (Part IX)
$3,519,538
Management and general expenses
$178,716
Fundraising expenses
$0
Program service expenses (Part III)
$3,519,538

Program services were 95.2% 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.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $4,500,000

  • 3 · Investment income

    total $2,172 · excluded $2,172

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $75,000 · program services $75,000

  • 5 · Compensation of officers, directors and key employees

    total $187,461 · program services $108,727 · management and general $78,734

  • 7 · Other salaries and wages

    total -$70,081 · program services -$29,046 · management and general -$41,035

  • 9 · Other employee benefits

    total $2,109 · program services $1,822 · management and general $287

  • 11b · Fees: legal

    total $17,241 · program services $13,679 · management and general $3,562

  • 11c · Fees: accounting

    total $11,125 · management and general $11,125

  • 11g · Fees: other

    total $1,306,794 · program services $1,205,893 · management and general $100,901

  • 12 · Advertising and promotion

    total $2,122,206 · program services $2,117,296 · management and general $4,910

  • 13 · Office expenses

    total $2,036 · program services $983 · management and general $1,053

  • 14 · Information technology

    total $323 · program services $205 · management and general $118

  • 16 · Occupancy

    total $7,871 · program services $4,913 · management and general $2,958

  • 17 · Travel

    total $31,275 · program services $17,132 · management and general $14,143

  • 19 · Conferences, conventions and meetings

    total $1,222 · program services $974 · management and general $248

  • 24a · Other expenses

    total $3,672 · program services $1,960 · management and general $1,712

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,600,000 · end of year -$25,500

  • 2 · Savings and temporary cash investments

    end of year $3,597,637

  • 4 · Accounts receivable

    end of year $572

  • 9 · Prepaid expenses and deferred charges

    end of year $9,493

  • 15 · Other assets

    beginning of year $0 · end of year $103,941

  • 17 · Accounts payable and accrued expenses

    end of year $1,286,043

  • 27 · Net assets without donor restrictions

    beginning of year $1,600,000 · end of year $2,400,100

Mission and programs · 2022

Mission

KEEP SENIORS HEALTHY AND INDEPENDENT.

  • TO SERVE AND IMPROVE THE LIVES OF THE FRAIL, ELDERLY AND DISABLED RESIDENTS OF TEXAS BY PROVIDING MEDICAL AND PHARMACY SERVICES, COORDINATED CARE, SOCIAL SERVICES AND OTHER SERVICES TO A GERIATRIC POPULATION THAT IS UNDERSERVED AND AT RISK.

    Expenses $3,519,538 · Grants $75,000

As filed on the 2022 return.

Listed in Part VII

  • Jain MD Sachin H

    DIRECTOR & CEO

    Total calculated
    $5,026,194
    From this org
    $0
    From related orgs
    $3,006,034
    Other
    $2,020,160
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,619 related
    Bonus
    $0 + $2,022,492 related
    Other
    $0 + $6,923 related
    Deferred
    $0 + $2,006,845 related
    Nontaxable benefits
    $0 + $13,315 related
    Filer's total
    $0 + $5,026,194 related

  • Plumb Michael

    DIRECTOR & CFO

    Total calculated
    $1,561,781
    From this org
    $0
    From related orgs
    $943,395
    Other
    $618,386
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,761 related
    Bonus
    $0 + $424,202 related
    Other
    $0 + $22,432 related
    Deferred
    $0 + $590,423 related
    Nontaxable benefits
    $0 + $27,963 related
    Filer's total
    $0 + $1,561,781 related

  • Kroeker Kevin B

    SECRETARY

    Total calculated
    $1,311,056
    From this org
    $0
    From related orgs
    $785,900
    Other
    $525,156
    Hours/week
    0.5 + 39.5 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

  • 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
    1 + 39 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

  • Stanislaw Sherry

    GENERAL MANAGER OFFICER (START 4/22)

    Total calculated
    $1,125,003
    From this org
    $0
    From related orgs
    $743,473
    Other
    $381,530
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,811 related
    Bonus
    $0 + $280,125 related
    Other
    $0 + $82,537 related
    Deferred
    $0 + $362,051 related
    Nontaxable benefits
    $0 + $19,479 related
    Filer's total
    $0 + $1,125,003 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
    0.5 + 39.5 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

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

Answered yes

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR SHERRY STANISLAW (GENERAL MANAGER-SCAN HEALTH PLAN TEXAS) 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 CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN HEALTH PLAN CEO AND SCAN GROUP BOARD OF DIRECTORS.
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) CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL LISTED PERSONS IN PART VII: NANCY MONK - $ 780,345 KEVIN KROEKER - $ 51,114 SHERRY STANISLAW - $ 51,375 DEFERRED COMPENSATION FOR 2022, REPORTED ON SCHEDULE J, PART 11, 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 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'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

  • INTERFAITH MINISTRIES FOR GREATER HOUSTON

    $25,000

    SCAN WILL SUPPORT THE INCREASED DEMAND FOR THE MEALS ON WHEELS PROGRAM BY FUNDING PROGRAM MEAL COSTS AND DELIVERY TO LOW-INCOME DISABLED OLDER ADULTS IDENTIFIED AS FOOD INSECURE LIVING IN HARRIS COUNTY. THE $25,000 SCAN GRANT WILL SUPPORT THE EQUIVALENT OF 2,640 MEALS TO 12 SENIORS AND PROVIDE SUPPORT TO 24 FAMILY CAREGIVERS OVER A ONE-YEAR PERIOD.

  • MEALS ON WHEELS SAN ANTONIO

    $20,000

    SCAN FUNDING WILL SUPPORT 2,800 MEALS TO 380 OLDER ADULT CLIENTS AGES 55+ THAT MEALS ON WHEELS SAN ANTONIO IS NOT ABLE TO OTHERWISE SERVE THROUGH CURRENT FEDERAL FUNDING AND OTHER GRANT ALLOCATIONS.

  • SAN ANTONIO FOOD BANK

    $20,000

    SCAN WILL SUPPORT THE DISTRIBUTION OF 2,667 FRESH PRODUCE BAGS DELIVERED TO 100 SENIORS OVER A ONE-YEAR PERIOD. THE FRESH PRODUCE HOME DELIVERY PROGRAM HELPS TO REDUCE BARRIERS TO FOOD ACCESS FOR MANY VULNERABLE SENIORS THAT LIVE ALONE, HAVE MOBILITY ISSUES, ETC. THE 12 MONTHS OF FRESH PRODUCE ACCESS THROUGH THE SCAN GRANT WILL DIMINISH SHORT-TERM FOOD BARRIERS AND ALLOW FOOD BANK STAFF TO SCREEN AND CONNECT SENIOR CLIENTS TO BENEFITS SUCH AS SNAP, PROVIDE UTILITY PROGRAMS AND HOUSING ASSISTANCE REFERRALS, AND ALSO HELP PARTICIPANTS IDENTIFY NEARBY DISTRIBUTION PARTNERS FOR LONG-TERM FOOD ACCESS PARTICIPATION.

  • HOUSTON FOOD BANK

    $10,000

    SUPPORT CULTURALLY RESPONSIVE FOOD FOR SENIORS PROGRAM. FUNDING WILL ALLOW HOUSTON FOOD BANK TO EXPAND THE SENIOR BOX PROGRAM TO INCLUDE CULTURALLY RESPONSIVE FOOD ITEMS TO 1,500 PARTICIPANTS. CULTURALLY RESPONSIVE FOOD IS DEFINED AS FOODS THAT ARE CULTURALLY TIED TO POPULATIONS THROUGH TRADITIONS, RELIGION, AND CUSTOMS.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SCAN HEALTHCHECK ASSESSMENT CENTERS INC

    C · HEALTHCARE · CA · controlled entity

  • ALIVE VENTURES INC

    C · VENTURE STUDIO · CA · controlled entity

  • HEALTHCARE IN ACTION MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • PROSPER SERVICES LLC

    C · HEALTHCARE · CA · controlled entity

  • SCAN CALIFORNIA MANAGEMENT COMPANY

    C · MANAGEMENT · CA · controlled entity

  • WELCOME HEALTH INC

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH MEDICAL GROUP

    C · HEALTHCARE · CA · controlled entity

  • WELCOME HEALTH OF CALIFORNIA INC

    C · HEALTHCARE · CA · controlled entity

  • PREVENT TRG HOLDINGS INC

    C · HEALTHCARE · CA · controlled entity

  • THE RESIDENTIALIST GROUP INC

    C · HEALTHCARE · CA · controlled entity

  • HOUSECALLS DOCTORS MEDICAL GROUP INC

    C · HEALTHCARE · CA · controlled entity

  • RESIDENTIALIST HOUSECALL MEDICAL GROUP PC

    C · HEALTHCARE · PA · controlled entity

  • MYPLACE GREATER LA PACE INC

    C · HEALTHCARE · CA · controlled entity

  • MYPLACE SOUTH LA PACE INC

    C · HEALTHCARE · CA · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
11 November 2023
IRS schema version
2022v5.0
Source object
202343159349300519

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