Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
THE SCAN FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
3800 KILROY AIRPORT WAY NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA908065616
D Employer identification number

45-0552845
E Telephone number

G Gross receipts $ 87,668,513
F Name and address of principal officer:
BRUCE CHERNOF
3800 KILROY AIRPORT WAY NO 400
LONG BEACH,CA908065616
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.THESCANFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 2007
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 13
6 Total number of volunteers (estimate if necessary) ............. 6 10
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -50,897
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -60,434
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 11,045,642 19,061,811
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,045,642 19,061,811
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,412,204 5,520,008
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,938,762 2,970,903
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,630,299 2,001,942
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,981,265 10,492,853
19 Revenue less expenses. Subtract line 18 from line 12....... 2,064,377 8,568,958
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 225,031,352 207,476,064
21 Total liabilities (Part X, line 26)............. 4,287,792 3,838,922
22 Net assets or fund balances. Subtract line 21 from line 20..... 220,743,560 203,637,142
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THE SCAN FOUNDATION'S MISSION IS TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. DURING 2018, THE FOUNDATION DISBURSED $5,983,885 IN CASH GRANTS AND ASSISTANCE TO OTHER ORGANIZATIONS TO HELP ACHIEVE THEIR MISSION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,526,293 including grants of $ 5,520,008 ) (Revenue $   )
THE SCAN FOUNDATION STARTED ITS GRANT-MAKING ACTIVITIES IN 2008. IN JANUARY 2009, THE FOUNDATION BOARD OF DIRECTORS FORMALLY ADOPTED A 5-YEAR STRATEGIC PLAN, AND GRANT-MAKING THROUGHOUT THE 2013 FISCAL YEAR OCCURRED IN ACCORDANCE WITH THIS PLAN. IN DECEMBER 2013, THE BOARD APPROVED AN UPDATED FIVE-YEAR STRATEGIC FRAMEWORK FOR 2014-2018 THAT WAS GUIDING THE FOUNDATION'S WORK IN 2018THE 2014-2018 STRATEGIC FRAMEWORK BUILDS ON THE INITIAL THREE FUNDING PRIORITIES OF THE FOUNDATION: (1) RAISING PUBLIC AWARENESS AND ENGAGEMENT (2) ADVANCING REALISTIC POLICY OPTIONS AROUND FINANCING AND DELIVERY SYSTEM REFORM; AND (3) BRINGING PROMISING PROGRAMS TO SCALE.WITHIN THESE FUNDING PRIORITIES, THE NEW STRATEGIC FRAMEWORK OUTLINED THREE SPECIFIC THEMATIC GOALS, FOCUSED TO SERVE SPECIFIC POPULATIONS: (1) MEDICARE-MEDICAID INTEGRATION - BRIDGING CARE AND FINANCING FOR LOW-INCOME OLDER ADULTS; (2) PERSON-CENTERED CARE - PUTTING DECISIONS IN THE HANDS OF PEOPLE AND FAMILIES; (3) LONG-TERM CARE FINANCING - ENABLING WORKING FAMILIES TO PAY FOR LONG-TERM CARE NEEDS.AS IN THE PAST, THE SCAN FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS TO A LARGE EXTENT 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 2018:THEMATIC GOAL 1: MEDICARE-MEDICAID INTEGRATIONOUR FIRST THEMATIC GOAL FOCUSES ON EFFORTS TO BEST INTEGRATE MEDICARE AND MEDICAID SERVICES AND FUNDING IN ORDER 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 MARSHALLED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF COORDINATED CARE.GOAL 1 SUCCESSES:OUR WORK UNDER GOAL 1 INCLUDED TWO EXCITING NEW INITIATIVES: (1) THE DEVELOPMENT AND LAUNCH OF OUR WEB-BASED MY CARE, MY CHOICE EDUCATION AND DECISION TOOL FOR CALIFORNIANS WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDI-CAL. THIS TOOL ASKS DUALLY ELIGIBLE INDIVIDUALS WHAT MATTERS MOST TO THEM, AND THEN PROVIDES THEM WITH THE BEST CARE OPTIONS AVAILABLE IN THEIR ZIP CODE AREA. IT ALSO EXPLAINS WHAT THE DIFFERENCES ARE BETWEEN INTEGRATED MODELS (E.G. PACE AND THE CA DUALS DEMONSTRATION). (2) THE OTHER EXCITING CAMPAIGN-STYLE WORK WAS AROUND THE NEED FOR CALIFORNIA TO DEVELOP A MASTER PLAN FOR AGING. AS THE NUMBER OF OLDER ADULTS IS STEADILY INCREASING, THE CURRENT PATCHWORK OF PROGRAMS WILL NOT BE SUFFICIENT, NOR EFFECTIVE TO PROVIDE THE SERVICES AND CARE NEEDED. STATES WITH MASTER PLANS FOR AGING ARE SCORING AT THE TOP OF THE STATE LONG-TERM SERVICES AND SUPPORTS (LTSS) SCORECARD. IN ORDER TO MAKE THE MASTER PLAN A PRIORITY FOR THE CALIFORNIA LEGISLATURE AND ADMINISTRATION, WE CONDUCTED A POLL OF WHAT CALIFORNIANS WANT, WHICH CONFIRMED THAT THE VAST MAJORITY WANT THE STATE TO DEVELOP SUCH A PLAN. THE FINAL GUBERNATORIAL CANDIDATES COMMITTED TO DEVELOPING SUCH A MASTER PLAN, AND DID SO VIA A VIDEO AT OUR ANNUAL LTSS SUMMIT. IN ADDITION TO ORGANIZING AND HOSTING THE LTSS SUMMIT, WE CONTINUED OUR SUPPORT OF THE CALIFORNIA COLLABORATIVE OF 37 STATEWIDE AGING AND DISABILITY ADVOCATES, AND THE 21 REGIONAL COALITIONS. ONE OF THEIR SPECIFIC GOALS WAS TO ENGAGE LOCAL ELECTED LEADERS, MANY OF WHOM WILL LIKELY MOVE UP TO THE STATE OR FEDERAL LEGISLATURE, ON THE ISSUES OF AGING AND LONG-TERM SERVICES AND SUPPORT, TO ASSURE WE HAVE EDUCATED POLITICAL LEADERSHIP IN THE FUTURE. WE CONTINUED AND FINALIZED OUR RAPID CYCLE POLLING AND BROADER EVALUATION OF THE CALIFORNIA DUALS DEMONSTRATION PROJECT AND DISSEMINATED THE FINDINGS ON A NATIONAL BASIS. FINALLY, WE ALSO CONTINUED OUR IMPORTANT WORK TO DEVELOP STANDARDIZED QUALITY MEASURES FOR ACHIEVING PERSON-DIRECTED GOALS.THEMATIC GOAL 2: PERSON-CENTERED CARE OUR SECOND THEMATIC GOAL RECOGNIZES THAT THE WAY MEDICARE IS CURRENTLY ORGANIZED FOR OLDER ADULTS WITH COMPLEX NEEDS IS INEFFICIENT AND OFTEN INEFFECTIVE, IF NOT HARMFUL, BECAUSE IT IS OVERLY MEDICALIZED AND FAILS TO BUILD PLANS OF CARE THAT ACTUALLY ADDRESS BENEFICIARIES' FULL RANGE OF NEEDS. A MORE INTEGRATED APPROACH TO HEALTH AND SUPPORTIVE SERVICES IS CRITICAL TO BETTER ADDRESSING THESE NEEDS, AND A MORE COMPREHENSIVE CARE COORDINATION MODEL IS REQUIRED-ONE THAT SPECIFICALLY INCORPORATES THE NEEDS, VALUES, AND PREFERENCES OF THE OLDER ADULT. THIS IS PARTICULARLY TRUE FOR OLDER ADULTS WITH MEDICARE ONLY- THE POPULATION FOCUS OF GOAL 2.GOAL 2 SUCCESSES:OUR WORK IN GOAL 2 FOCUSED ON DISSEMINATING AND SCALING PERSON-CENTERED CARE (PCC) PROGRAMS. WE CONTINUED OUR WORK WITH FOUR HOSPITALS AND THEIR COMMUNITY PARTNERS TO DEVELOP PCC PROGRAMS THROUGH THE HOSPITAL ASSOCIATION OF SOUTHERN CALIFORNIA PROJECT, AND WITH 15 MEDICAL GROUPS THROUGH THE PACIFIC BUSINESS GROUP ON HEALTH. ON A NATIONAL BASIS, WE WORKED WITH THE SPECIAL NEEDS PLAN ALLIANCE AND THE NATIONAL ASSOCIATION OF ACCOUNTABLE CARE ORGANIZATIONS TO CONSIDER WHAT IT WOULD TAKE TO DEVELOP SUCH PROGRAMS. WE PLAYED A VERY ACTIVE ROLE IN WHAT WE TERM THE SIX FOUNDATION COLLABORATIVE. TOGETHER, WE WORK TOWARD HAVING PCC PROGRAMS AVAILABLE FOR MEDICALLY COMPLEX POPULATIONS THROUGHOUT THE COUNTRY. WE COMMISSIONED THE INSTITUTE FOR HEALTHCARE IMPROVEMENT TO CONTINUOUSLY UPDATE THE PLAYBOOK FOR BETTER CARE, WHICH PROVIDES TOOLS FOR HEALTH CARE ORGANIZATIONS AS WELL AS POLICY MAKERS TO DEVELOP PCC. WE PARTNERED WITH THE JOHN A. HARTFORD FOUNDATION ON THEIR AGE FRIENDLY HEALTH SYSTEMS INITIATIVE BY DEVELOPING A TOOL KIT FOR HEALTH CARE ORGANIZATION TO HELP THEM DISCERN AND ACHIEVE WHAT MATTERS MOST TO THEIR PATIENTS. AT THE SAME TIME WE ENGAGED DR. VICTOR TABBUSH TO DEVELOP THE BUSINESS CASE OF THE FIRST FEW ORGANIZATIONS PARTICIPATING IN THAT INITIATIVE, WHICH THEN SERVES AS A MODEL FOR OTHER ORGANIZATIONS. RESPONDING TO A REQUEST OF CALIFORNIA HEALTH CARE ORGANIZATIONS, WE CO-FUNDED THE DEVELOPMENT OF A COMPREHENSIVE TRAINING CURRICULUM FOR DISCHARGE PLANNERS FOCUSED ON PCC. AS WE WERE NEARING THE END OF THE CURRENT STRATEGIC FRAMEWORK, WE ENGAGED AVALERE HEALTH TO CONDUCT A FOLLOW-UP ENVIRONMENTAL SCAN (TO THE ONE CONDUCTED IN 2014) TO LEARN IF AND HOW MANY PCC PROGRAM SLOTS HAVE BECOME AVAILABLE FOR OLDER ADULTS WITH COMPLEX CARE NEEDS IN CALIFORNIA.THEMATIC GOAL 3: LONG-TERM CARE FINANCINGOUR THIRD THEMATIC GOAL ACKNOWLEDGES THAT THE VAST MAJORITY OF OLDER ADULTS WILL NEED SOME DAILY LIVING SUPPORT AS THEY AGE. THE LIKELIHOOD THAT ANY INDIVIDUAL MIGHT NEED LTSS IS QUITE VARIABLE, WITH APPROXIMATELY 20 PERCENT OF OLDER ADULTS NEVER REQUIRING SUPPORT WHILE A SLIGHTLY LOWER PERCENTAGE WILL NEED HIGH LEVELS OF CARE FOR FIVE OR MORE YEARS. THESE COSTS CAN BE QUITE SUBSTANTIAL, AND FOR MANY OLDER ADULTS LIVING ON FIXED INCOMES, THEY CAN EASILY OVERWHELM REMAINING SAVINGS AND OTHER AVAILABLE RESOURCES. COMPOUNDING THIS PROBLEM IS PEOPLE'S MISPERCEPTIONS ABOUT THE LIKELIHOOD OF NEEDING LTSS AS THEY AGE. AS A RESULT, THERE IS LITTLE DEMAND FOR AN ALTERNATIVE SOLUTION. THE LARGEST SOURCES OF SPENDING TODAY ARE PERSONAL/OUT OF POCKET, THEN MEDICAID. RECENT THREATS TO THE MEDICAID SAFETY NET CHALLENGE NOT ONLY THOSE WHO SPEND DOWN TO POVERTY, BUT ALSO CREATE INCREASING PRESSURE TO CRAFT MEANINGFUL AND MUCH NEEDED SOLUTIONS FOR MIDDLE-INCOME AMERICANS.GOAL 3 SUCCESSES:TWO EXCITING ACTIVITIES WERE PART OF OUR EFFORTS IN GOAL 3. WE LEARNED FROM OUR ANNUAL POLL CONDUCTED BY THE ASSOCIATED PRESS/NATIONAL OPINION RESEARCH CENTER THAT MANY MILLENNIALS ARE NOW CAREGIVERS FOR OLDER ADULTS. THIS STARTED OUR OTHER NEW CAMPAIGN, "DO YOU GIVE A CARE?," WHICH WE HIGHLIGHTED AT THE TEDMED CONFERENCE IN NOVEMBER AND THROUGH OUR FIRST PODCAST. THE CAMPAIGN FEATURES ITS OWN WEBSITE PROFILING OUR MILLENNIAL CAREGIVER AMBASSADORS AND PROVIDING SUPPORT AND RESOURCES FOR OTHER MILLENNIALS. THE OTHER EXCITING ACTIVITY, WHICH GREW OUT OF OUR WORK WITH THE BIPARTISAN POLICY CENTER, WAS THE PASSAGE OF THE CHRONIC CARE ACT, WHICH WAS INCLUDED IN THE BIPARTISAN BUDGET ACT OF 2018. (CONT.)
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet8,526,293
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
35
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRENE SEIDEL3800 KILROY AIRPORT WAY SUITE 400   LONG BEACH,CA908065616 (562) 308-2862
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CAROL RAPHAEL......................................................................
DIRECTOR
 3.10
.................
0.00 		X           37,500 0 0
(2) CHERYL PHILLIPS......................................................................
DIRECTOR
 2.80
.................
0.00 		X           35,000 0 0
(3) COLLEEN CAIN......................................................................
DIRECTOR
 3.40
.................
5.50 		X           37,500 87,000 0
(4) FRANCESCA RUIZ DE LUZURIAGA......................................................................
DIRECTOR
 2.80
.................
6.00 		X           35,000 115,000 0
(5) IVELISSE ESTRADA......................................................................
DIRECTOR
 2.80
.................
0.00 		X           35,000 0 0
(6) JENNIE CHIN-HANSEN......................................................................
CHAIRPERSON
 4.40
.................
5.50 		X   X       47,000 83,000 0
(7) MELANIE BELLA......................................................................
DIRECTOR
 2.80
.................
0.00 		X           35,000 0 0
(8) PATRICK SEAVER......................................................................
DIRECTOR
 3.10
.................
5.00 		X           37,500 75,000 0
(9) RYAN TRIMBLE......................................................................
DIRECTOR
 3.10
.................
5.50 		X           37,500 87,000 0
(10) THOMAS HIGGINS......................................................................
DIRECTOR
 2.80
.................
5.00 		X           35,000 75,000 0
(11) BRUCE CHERNOF......................................................................
PRESIDENT/CEO
 40.00
.................
0.00 		X   X       808,689 0 92,803
(12) RENE SEIDEL......................................................................
SECRETARY/TREASURER
 40.00
.................
0.00 		    X       270,273 0 29,229
(13) GRETCHEN ALKEMA......................................................................
VP POLICY & COMMUNICATIONS
 40.00
.................
0.00 		      X     247,665 0 24,530
(14) ERIC THAI......................................................................
DIRECTOR OF FINANCE
 40.00
.................
0.00 		        X   145,192 0 33,143
(15) ERIN WESTPHAL......................................................................
PROGRAM OFFICER
 40.00
.................
0.00 		        X   149,498 0 35,955
(16) KALI PETERSON......................................................................
PROGRAM OFFICER
 40.00
.................
0.00 		        X   134,944 0 9,653
(17) KAREN SCHEBOTH......................................................................
DIRECTOR OF GRANTS ADMINIS
 40.00
.................
0.00 		        X   132,585 0 18,944
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MEGAN JURING........................................................................
PROGRAM OFFICER
 40.00
.......................0.00 		        X   150,817 0 12,150
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,411,663 522,000 256,407
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet9
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 4,262,569   -50,897 4,313,466
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   83,405,944
b Less: cost or other basis and sales expenses   68,606,702
c Gain or (loss)   14,799,242
d Net gain or (loss).....MediumBullet 14,799,242     14,799,242
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 19,061,811 0 -50,897 19,112,708
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 5,161,268 5,161,268
2 Grants and other assistance to domestic individuals. See Part IV, line 22 358,740 358,740
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,698,627 1,273,834 424,793  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 1,004,862 823,987 180,875  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,605 44,467 9,138  
9 Other employee benefits ....... 78,366 64,260 14,106  
10 Payroll taxes ........... 135,443 111,063 24,380  
11 Fees for services (non-employees):        
a Management ...... 264,968   264,968  
b Legal ......... 98,793   98,793  
c Accounting ........... 60,440   60,440  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 524,886   524,886  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 278,420 44,772 233,648  
12 Advertising and promotion ....        
13 Office expenses ....... 6,698 5,400 1,298  
14 Information technology ...... 60,352 53,300 7,052  
15 Royalties ..        
16 Occupancy ........... 165,045 135,336 29,709  
17 Travel ............ 268,639 182,564 86,075  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 237,909 237,909    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 19,535 16,019 3,516  
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SUBSCRIPTIONS & MEMBERS 6,966 6,837 129  
b BOOKS 5,537 5,537    
c TAXES 2,579   2,579  
d DONATIONS 1,000 1,000    
e All other expenses 175   175  
25 Total functional expenses. Add lines 1 through 24e 10,492,853 8,526,293 1,966,560 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 2,083,806 1 1,228,278
2 Savings and temporary cash investments ......... 3,842,867 2 2,678,164
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 312,993 4 333,864
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 2,372 9 10,673
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 947,039
b Less: accumulated depreciation 10b 813,932 152,643 10c 133,107
11 Investments—publicly traded securities . 180,113,873 11 159,896,033
12 Investments—other securities. See Part IV, line 11 ..... 37,504,728 12 42,177,875
13 Investments—program-related. See Part IV, line 11 .. 999,998 13 999,998
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 18,072 15 18,072
16 Total assets. Add lines 1 through 15 (must equal line 34)... 225,031,352 16 207,476,064
Liabilities 17 Accounts payable and accrued expenses ..... 1,093,427 17 1,116,567
18 Grants payable ... 2,280,428 18 1,992,689
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 913,937 25 729,666
26 Total liabilities. Add lines 17 through 25.. 4,287,792 26 3,838,922
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 220,743,560 27 203,637,142
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 220,743,560 33 203,637,142
34 Total liabilities and net assets/fund balances ........ 225,031,352 34 207,476,064
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
19,061,811
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,492,853
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
8,568,958
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
220,743,560
5
Net unrealized gains (losses) on investments ...............
5
-25,734,361
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
58,985
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
203,637,142
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) SCAN HEALTH PLAN
  		953858259 10 Yes   0 0
Total
1
 0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
Yes
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART IV, SECTION A, LINE 6: THE FOUNDATION SUPPORTS OR BENEFITS, PERFORMS THE FUNCTIONS OF, AND/OR CARRIES OUT THE PURPOSES OF SCAN HEALTH PLAN BY, AMONG OTHER THINGS, PROVIDING GRANTS AND ASSISTANCE TO 501(C), GOVERNMENT AND OTHER ORGANIZATIONS THAT ENGAGE IN ACTIVITIES THAT ARE CONSISTENT WITH AND COMPLEMENTARY TO, AND THAT FURTHER THE CHARITABLE PURPOSES OF SCAN HEALTH PLAN.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   827,792 694,685 133,107
d Equipment ....   21,863 21,863 0
e Other .....   97,384 97,384 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 133,107
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) HEDGE FUNDS		 6,424,622 F

(B) PRIVATE EQUITY		 35,753,253 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 42,177,875
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
DEFERRED COMPENSATION 729,666
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 729,666
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 -7,197,436
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -25,734,361
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e -25,734,361
3 Subtract line 2e from line 1.................. 3 18,536,925
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 524,886
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 524,886
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 19,061,811
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 9,908,982
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -58,985
e Add lines 2a through 2d.................... 2e -58,985
3 Subtract line 2e from line 1................... 3 9,967,967
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 524,886
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 524,886
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 10,492,853
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: UNDER FASB ASC 740, INCOME TAXES, THE FOUNDATION IS REQUIRED TO RECOGNIZE A LIABILITY FOR EACH UNCERTAIN TAX POSITION AT THE AMOUNT ESTIMATED TO BE REQUIRED TO SETTLE THE ISSUES. AS OF DECEMBER 31, 2018 AND 2017, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS.
PART XII, LINE 2D - OTHER ADJUSTMENTS: UNEXPENDED GRANTS
PART VIII, LINE 1: INVESTMENTS - PROGRAM RELATED, MISSION-IMPACT INVESTMENTS MISSION IMPACT INVESTMENTS ("MIIS") ARE PART OF THE FOUNDATION'S PORTFOLIO OF PROGRAM ACTIVITIES, IN ADDITION TO GRANT MAKING AND PROGRAM EXPENSES, WITH THE PRIMARY PURPOSE TO ADVANCE THE FOUNDATION'S MISSION. MIIS ARE INVESTMENTS IN SECURITIES OF COMPANIES THAT OFFER PRODUCTS OR SERVICES THAT FURTHER THE FOUNDATION'S MISSION WHILE OFFERING A REASONABLE RATE OF RETURN COMMENSURATE WITH THE RISK ASSOCIATED WITH THE INVESTMENT. WHILE OBTAINING A MARKET RATE OF RETURN IS A SIGNIFICANT OBJECTIVE, IT IS NOT THE PRIMARY OBJECTIVE. THESE EQUITY INVESTMENTS ARE RECORDED AT COST AND SEPARATELY FROM THE FOUNDATION'S PRIMARY INVESTMENTS PORTFOLIO.
Schedule D (Form 990) 2018


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   17,587,618
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 17,587,618
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 0 17,587,618
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
SCHEDULE F, PART I: THE AMOUNTS REPORTED IN SCHEDULE F WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number
45-0552845
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) AARP FOUNDATION
601 E STREET NW
WASHINGTON,DC20049 		52-0794300 501(C)(3) 417,600       DEVELOP THE THIRD STATE LONG-TERM SERVICES AND SUPPORTS SCORECARD.
(2) AGEWELL FRESNO
PO BOX 711
MENDOCINO,CA95460 		26-8864464   8,191       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(3) ANNE TUMLINSON INNOVATIONS LLC
3505 ALBEMARLE STREET NW
WASHINGTON,DC20008 		46-5466993   41,870       PROVIDE LONG-TERM CARE FINANCING COMMUNICATIONS AND DISSEMINATION SUPPORT.
(4) ANNE TUMLINSON INNOVATIONS LLC
3505 ALBEMARLE STREET NW
WASHINGTON,DC20008 		46-5466993   61,475       DEVELOP THE BUSINESS CASE FOR NON-MEDICAL SUPPLEMENTAL BENEFITS.
(5) AVALERE HEALTH LLC
1350 CONNECTICUT AVE NW STE 900
WASHINGTON,DC20036 		52-2220787   297,978       CONDUCT AN ENVIRONMENTAL SCAN OF PERSON-CENTERED CARE IN CA TO MEASURE PROGRESS.
(6) BIPARTISAN POLICY CENTER INC
1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005 		73-1628382 501(C)(3) 44,980       DEVELOP STRATEGIES FOR THE SUCCESSFUL IMPLEMENTATION OF THE CHRONIC CARE ACT.
(7) BIPARTISAN POLICY CENTER INC
1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005 		73-1628382 501(C)(3) 228,532       CONVENINGS OF STAKEHOLDERS FOR THE SUCCESSFUL IMPLEMENTATION OF THE CHRONIC CARE ACT.
(8) BIRSEL SECK
28 WEST 38TH STREET SUITE 3E
NEW YORK,NY10018 		20-1269051   20,000       DEVELOP A CONCEPT FOR A RESILIENCE LAB (LAUNCH PLAN, WORK STRATEGIES, & OUTCOME METRICS).
(9) BIRSEL SECK
28 WEST 38TH STREET SUITE 3E
NEW YORK,NY10018 		20-1269051   30,000       PILOT TEST THE RESILIENCE LAB STRATEGY.
(10) CALIFORNIA ASSOCIATION OF HEALTH PLANS
1415 L STREET SUITE 850
SACRAMENTO,CA95814 		95-3825285 501(C)(6) 23,675       FACILITATE A LEARNING COLLABORATIVE OF HEALTH PLANS PARTICIPATING IN CA'S DUALS DEMONSTRATION.
(11) CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
333 S TWIN OAKS VALLEY ROAD
SAN MARCOS,CA92096 		80-0390564 501(C)(3) 100,000       DEVELOP A PERSON-CENTERED CARE CURRICULUM FOR HOSPITAL DISCHARGE PLANNERS.
(12) CENTER FOR CONSUMER ENGAGEMENT IN HEALTH INNOVATION
ONE FEDERAL STREET FLOOR 5
BOSTON,MA02110 		04-3355127 501(C)(3) 35,000       CONVENE FEDERAL FINANCIAL ALIGNMENT DEMONSTRATION PROJECTS TO REVIEW PROGRESS AND NEXT STEPS.
(13) CENTER FOR HEALTH CARE STRATEGIES
200 AMERICAN METRO BLVD SUITE 119
HAMILTON,NJ08619 		22-3375015 501(C)(3) 351,481       DEVELOP A TOOLKIT AND TA FOR STATES MEDICAID STAFFS TO STRENGTHEN THEIR LTSS PROGRAMS.
(14) CHAPMAN CONSULTING LLC
1133 LOS ROBLES STREET
DAVIS,CA95618 		82-3820031   13,186       DEVELOP A CALIFORNIA BLUEPRINT FOR HEALTHCARE AND CBO PARTNERSHIPS.
(15) CHOICE IN AGING
490 GOLF CLUB ROAD
PLEASANT HILL,CA94523 		94-2822559 501(C)(3) 8,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(16) COMMUNITY ACCESS CENTER
6748 MAGNOLIA AVENUE SUITE 150
RIVERSIDE,CA92506 		33-0663807 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(17) COMMUNITY CATALYST
ONE FEDERAL STREET
BOSTON,MA02110 		30-0687494 501(C)(3) 35,000       CONVENE OMBUDSMAN FROM DUAL DEMONSTRATION STATES TO ADVOCATE FOR BETTER CARE OF DUAL ELIGIBLES.
(18) DISABILITY ACTION CENTER
1161 EAST AVENUE
CHICO,CA95926 		94-2735218 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(19) EMOTA
3911 FIFTH AVENUE SUITE 204
SAN DIEGO,CA92103 		26-4278899   10,500       DEVELOP A WE STAND WITH SENIORS CAMPAIGN VIDEO, ADVOCATING FOR A MASTER PLAN FOR AGING.
(20) FRAMEWORKS INSTITUTE
1333 H STREET NW SUITE 700 WEST
WASHINGTON,DC20005 		71-0891642 501(C)(3) 7,000       REVIEW THE FOUNDATION'S COMMUNICATION TO ASSURE THEY ARE CONSISTENT WITH NON-AGEIST FRAMING.
(21) FREEDADRC OF NEVADA COUNTY
2059 NEVADA CITY HIGHWAY
GRASS VALLEY,CA95945 		68-0085639 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(22) GRANTMAKERS IN AGING
2001 JEFFERSON DAVIS HIGHWAY SUITE
504
ARLINGTON,VA22202 		13-4014982 501(C)(3) 25,000       GIA CONFERENCE SESSION ON OPPORTUNITIES TO ELEVATE ISSUES IN AN ELECTION YEAR.
(23) GRANTMAKERS IN AGING
2001 JEFFERSON DAVIS HIGHWAY SUITE
504
ARLINGTON,VA22202 		13-4014982 501(C)(3) 20,000       ENGAGE ADDITIONAL FOUNDATIONS IN OUR PERSON-CENTERED CARE WORK.
(24) GRANTMAKERS IN AGING INC
2001 JEFFERSON DAVIS HIGHWAY SUITE
504
ARLINGTON,DC22202 		13-4014982 501(C)(3) 7,500       MEMBERSHIP IN GRANTMAKERS IN AGING.
(25) GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		13-3206571 501(C)(3) 12,650       MEMBERSHIP IN GRANTMAKERS IN HEALTH.
(26) GROWTH PHILANTHROPY NETWORK INC
122 EAST 42ND STREET 17TH FLOOR
NEW YORK,NY10168 		42-1625224 501(C)(3) 25,000       DEVELOP MECHANISMS FOR HEALTH SYSTEMS TO PROVIDE PERSON-CENTERED CARE.
(27) HARBAGE CONSULTING
1400 K STREET SUITE 204
SACRAMENTO,CA95814 		26-2265256   80,337       DEVELOP OUTREACH MATERIALS FOR THE MY CARE, MY CHOICE DECISION TOOL FOR DUAL ELIGIBLES.
(28) HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET SUITE 2000
SAN FRANCISCO,CA94107 		94-6064808 501(C)(3) 500,000       PROVIDE AGING-RELATED NEWS COVERAGE VIA KAISER HEALTH NEWS SERVICE.
(29) HOMEBRIDGE
1035 MARKET STREET L-1
SAN FRANCISCO,CA94103 		94-2985244 501(C)(3) 10,000       COORDINATE LOCAL AGING & DISABILITY SERVICES AND FOSTER LEADERSHIP DEVELOPMENT IN AGING.
(30) IDEAS42
80 BROAD ST FLOOR 30
NEW YORK,NY10004 		27-1678009 501(C)(3) 20,000       DEVELOP A CONCEPT FOR A RESILIENCE LAB (LAUNCH PLAN, WORK STRATEGIES, & OUTCOME METRICS).
(31) IDEO LP
PIER 28 ANNEX THE EMBARCADERO
SAN FRANCISCO,CA94105 		26-3362395   20,000       DEVELOP A CONCEPT FOR A RESILIENCE LAB (LAUNCH PLAN, WORK STRATEGIES, & OUTCOME METRICS).
(32) INDEPENDENT LIVING CENTER OF KERN COUNTY
5251 OFFICE PARK DRIVE SUITE 200
BAKERSFIELD,CA93309 		77-0384453 501(C)(3) 9,000       COORDINATE LOCAL AGING & DISABILITY SERVICES AND FOSTER LEADERSHIP DEVELOPMENT IN AGING.
(33) INNOVATION DEVELOPMENT INSTITUTE
222 W MERCHANDISE MART PLAZA SUITE
1230
CHICAGO,IL60654 		46-3253782 501(C)(3) 20,000       DEVELOP A CONCEPT FOR A RESILIENCE LAB (LAUNCH PLAN, WORK STRATEGIES, & OUTCOME METRICS).
(34) INSTITUTE FOR ACCOUNTABLE CARE
20 UNIVERSITY ROAD 7TH FLOOR
CAMBRIDGE,MA02138 		38-3017223 501(C)(3) 74,081       IMPLEMENT/SCALE NEW INITIATIVES IN ACOS TO BETTER SERVE HIGH-NEED & HIGH-COST PATIENTS.
(35) INSTITUTE FOR ACCOUNTABLE CARE
601 13TH STREET NW SUITE 900 SOUTH
WASHINGTON,DC20002 		82-2461803 501(C)(3) 9,266       OBTAIN ZIP CODE LEVEL DATA OF ACOS IN CA FOR THE MY CARE, MY CHOICE DECISION TOOL.
(36) INSTITUTE FOR HEALTHCARE IMPROVEMENT
20 UNIVERSITY ROAD 7TH FLOOR
CAMBRIDGE,MA02138 		38-3017223 501(C)(3) 63,000       MAINTAIN AND UPDATE THE PLAYBOOK FOR BETTER CARE WITH LATEST INFORMATION.
(37) INSTITUTE FOR HEALTHCARE IMPROVEMENT
20 UNIVERSITY ROAD 7TH FLOOR
CAMBRIDGE,MA02138 		38-3017223 501(C)(3) 80,490       DEVELOP THE BUSINESS CASE FOR CREATING AGE FRIENDLY HEALTH SYSTEMS.
(38) INSTITUTE FOR HEALTHCARE IMPROVEMENT
20 UNIVERSITY ROAD 7TH FLOOR
CAMBRIDGE,MA02138 		38-3017223 501(C)(3) 134,212       DEVELOP A TOOLKIT FOR HEALTHCARE ORGANIZATIONS TO PROVIDE PERSON-CENTERED CARE.
(39) JENNINGS POLICY STRATEGIES INC
1150 N 601 THIRTEENTH STREET NW
WASHINGTON,DC20005 		52-2307507   180,000       ENGAGE A FEDERAL STRATEGIC POLICY ADVISOR
(40) LONG-TERM QUALITY ALLIANCE
1666 K STREET NW SUITE 1100
WASHINGTON,DC20006 		46-3140288 501(C)(3) 50,000       DISCERN HOW MA PLANS RESPONDED TO THE NEW FLEXIBILITIES THROUGH THE CHRONIC CARE ACT.
(41) MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20009 		81-1239309   33,780       ASSIST THE FOUNDATION WITH ITS EDUCATIONAL ACTIVITIES AT THE ASPEN IDEAS FESTIVAL.
(42) MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20009 		81-1239309   83,266       PROVIDE GENERAL COMMUNICATIONS CONSULTATION TO THE FOUNDATION.
(43) MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20009 		81-1239309   123,282       DEVELOP A COMMUNICATIONS STRATEGY FOR THE FOUNDATION'S MILLENNIAL CAREGIVER CAMPAIGN.
(44) MCCABE MESSAGE PARTNERS
1825 CONNECTICUT AVE NW SUITE 300
WASHINGTON,DC20009 		81-1239309   30,148       DEVELOP A SERIES OF VIDEOS FOR THE FOUNDATION'S MY CARE, MY CHOICE DECISION TOOL.
(45) MIT AGELAB
77 MASSACHUSETTS AVE NE 49-3000
CAMBRIDGE,MA02139 		04-2103594 501(C)(3) 20,000       DEVELOP A CONCEPT FOR A RESILIENCE LAB (LAUNCH PLAN, WORK STRATEGIES, & OUTCOME METRICS).
(46) NATIONAL ACADEMY OF SCIENCES (INSTITUTE OF MEDICINE)
500 5TH ST NW
WASHINGTON,DC20001 		53-0196932 501(C)(3) 25,000       PROVIDE SUPPORT AND PARTICIPATE IN THE FORUM OF AGING, DISABILITY, & INDEPENDENCE.
(47) NATIONAL ACADEMY OF SCIENCES (INSTITUTE OF MEDICINE)
500 5TH ST NW
WASHINGTON,DC20001 		53-0196932 501(C)(3) 20,000       PROVIDE SUPPORT FOR A CONSENSUS STUDY ON INTEGRATING SOCIAL NEEDS INTO HEALTH CARE.
(48) NATIONAL ASSOCIATION OF ACOS
601 13TH STREET NW SUITE 900 SOUTH
WASHINGTON,DC20002 		46-1581524 501(C)(3) 9,550       PROVIDE ACO SPECIFIC DATA FOR THE FOUNDATION'S MY CARE, MY CHOICE DECISION TOOL.
(49) NATIONAL COMMITTEE FOR QUALITY ASSURANCE
1100 13TH ST NW 3RD FLOOR
WASHINGTON,DC20005 		52-1191985 501(C)(3) 606,768       DEVELOP PERSON-DRIVEN OUTCOME MEASURES FOR AGE-FRIENDLY HEALTH SYSTEMS.
(50) NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES
444 N CAPITOL SUITE 267
WASHINGTON,DC20001 		23-7391796 501(C)(3) 25,000       SURFACE BEST PRACTICES FOR STATES TO PROVIDE MORE EFFICIENT AND EFFECTIVE LONG-TERM CARE.
(51) NATIONAL OPINION RESEARCH CENTER
55 E MONROE STREET FLOOR 20
CHICAGO,IL60603 		36-2167808 501(C)(3) 7,500       SURVEY MILLENNIAL CAREGIVERS ON THEIR EXPERIENCES AND NEEDS.
(52) PERRY COMMUNICATIONS GROUP
980 NINTH STREET SUITE 410
SACRAMENTO,CA95814 		94-3290737   274,991       ELEVATE AGING IN THE 2018 CA GUBERNATORIAL RACE AS PART OF THE WE STAND WITH SENIORS CAMPAIGN.
(53) POLICY IMPACT
1107 9TH STREET SUITE 500
SACRAMENTO,CA95814 		36-4657870 501(C)(3) 15,000       PROVIDE AGING-RELATED EDUCATION TO CA LEGISLATIVE STAFFS.
(54) PROJECT 6 DESIGN INC
4071 EMERY STREET
EMERYVILLE,CA94608 		56-2533892   180,345       DEVELOP AND UPDATE THE INTERACTIVE WEBSITE FOR THE FOUNDATION'S MY CARE, MY CHOICE DECISION TOOL.
(55) PUBLIC CONSULTING GROUP
2150 RIVER PLAZA DRIVE SUITE 380
SACRAMENTO,CA95833 		04-2942913   15,000       SUPPORT THE UCSF & BERKELY EVALUATING THE CA DUALS DEMO BY PROVIDING NECESSARY DATA.
(56) SENIORS COUNCIL OF SANTA CRUZ & SAN BENITO COUNTIES
234 SANTA CRUZ AVENUE
APTOS,CA95003 		94-2662950 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(57) SILICON VALLEY COUNCIL OF NONPROFITS
SOBRATO CENTER FOR NONPROFITS 1400
PARKMOOR AVENUE SUITE 130
SAN JOSE,CA95126 		77-0524747 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(58) SOUTHERN CALIFORNIA GRANTMAKERS
1000 NORTH ALAMEDA STREET SUITE 230
230
LOS ANGELES,CA90012 		95-2831058 501(C)(3) 9,100       MEMBERSHIP IN SOUTHERN CALIFORNIA GRANTMAKERS.
(59) SPECIAL NEEDS PLAN ALLIANCE INC
750 9TH STREET NW SUITE 650
WASHINGTON,DC20001 		81-4850675 501(C)(6) 33,228       ENGAGE SNPS TO CONSIDER IMPLEMENTING PERSON-CENTERED CARE PROGRAMS.
(60) ST BARNABAS SENIOR CENTER
675 S CARONDELET STREET
LOS ANGELES,CA90057 		95-1641435 501(C)(3) 10,000       COORDINATE LOCAL AGING& DISABILITY SERVICES AND FOSTER POLITICAL LEADERSHIP DEVELOPMENT.
(61) THE MARGOLIN GROUP INC
1875 CENTURY PARK EAST SUITE 1790
LOS ANGELES,CA90067 		41-2065784   25,543       ENGAGE A CALIFORNIA STRATEGIC POLICY ADVISOR.
(62) THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
PO BOX 748872
LOS ANGELES,CA90074 		94-6036493 501(C)(3) 74,676       CONDUCT A REAL-TIME EVALUATION OF THE CA DUAL DEMONSTRATION PROJECT.
(63) THE TEDMED FOUNDATION
2 HIGH RIDGE PARK
STAMFORD,CT06905 		81-2485592 501(C)(3) 200,000       SHOWCASE THE BENEFITS OF PERSON-CENTERED CARE AT THE TEDMED CONFERENCE.
(64) UNIVISION COMMUNICATIONS INC
8551 NW 30TH TERRACE
MIAMI,FL33122 		95-4398884   91,871       PROVIDE EXTENSIVE MEDIA CONTENT ON AGING RELATED ISSUES FOR THE HISPANIC COMMUNITY.
(65) VICTOR TABBUSH CONSULTING
4047 HILTON HEAD WAY
TARZANA,CA91356 		20-5284688   45,616       FOSTER THE SUSTAINABILITY OF PERSON-CENTERED CARE MODELS BY ASSESSING THEIR ECONOMIC CONSEQUENCES.
(66) VICTOR TABBUSH CONSULTING
4047 HILTON HEAD WAY
TARZANA,CA91356 		20-5284688   23,600       DEVELOP BUSINESS CASE FOR HEALTH CARE ORGANIZATIONS PARTICIPATING IN PERSON-CENTERED CARE.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
42
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
24
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) TO PROVIDE MEETING AND ADMINISTRATIVE SUPPORT TO THE CALIFORNIA COLLABORATIVE AND 21 REGIONAL COALITONS. 1 177,029      
(2) TO DESIGN AND PROTOTYPE THE CONCEPT FOR THE WEB-BASED DECISION-SUPPORT TOOL FOR DUALLY ELIGIBLE CALIFORNIANS. 1 124,594      
(3) TO CONDUCT RESEARCH AND INTERVIEWS WITH ENTREPRENEURS, START-UPS, VENTURE CAPITALISTS, AND OLDER ADULTS FOR THE NEW INNOVATIONS LAB. 1 57,117      
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE SCAN FOUNDATION MAKES GRANTS TO ORGANIZATIONS THAT CAN BEST SUPPORT THE FOUNDATION'S MISSION AND CHARITABLE PURPOSE, REGARDLESS OF TAX STATUS. THE USE OF GRANT FUNDS IS MONITORED BY REVIEWING PROGRAM AND EXPENDITURE REPORTS ON A QUARTERLY BASIS. EXPENDITURE REPORTS ARE REVIEWED AGAINST THE PROPOSED AND APPROVED BUDGETS AND PROGRAM REPORTS AGAINST THE PROPOSED AND APPROVED SCOPES OF WORK.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1BRUCE CHERNOF
PRESIDENT/CEO 		(i)

(ii)		 370,321
-------------
0 		122,379
-------------
0 		315,989
-------------
0 		90,634
-------------
0 		2,169
-------------
0 		901,492
-------------
0 		293,923
-------------
0
2RENE SEIDEL
SECRETARY/TREASURER 		(i)

(ii)		 221,260
-------------
0 		28,377
-------------
0 		20,636
-------------
0 		15,089
-------------
0 		14,140
-------------
0 		299,502
-------------
0 		0
-------------
0
3GRETCHEN ALKEMA
VP POLICY & COMMUNICATIONS 		(i)

(ii)		 200,381
-------------
0 		28,377
-------------
0 		18,907
-------------
0 		10,883
-------------
0 		13,647
-------------
0 		272,195
-------------
0 		0
-------------
0
4ERIC THAI
DIRECTOR OF FINANCE 		(i)

(ii)		 134,428
-------------
0 		10,554
-------------
0 		210
-------------
0 		9,621
-------------
0 		23,522
-------------
0 		178,335
-------------
0 		0
-------------
0
5ERIN WESTPHAL
PROGRAM OFFICER 		(i)

(ii)		 137,841
-------------
0 		11,388
-------------
0 		269
-------------
0 		9,877
-------------
0 		26,078
-------------
0 		185,453
-------------
0 		0
-------------
0
6KAREN SCHEBOTH
DIRECTOR OF GRANTS ADMINIS 		(i)

(ii)		 122,467
-------------
0 		10,118
-------------
0 		0
-------------
0 		8,775
-------------
0 		10,169
-------------
0 		151,529
-------------
0 		0
-------------
0
7MEGAN JURING
PROGRAM OFFICER 		(i)

(ii)		 138,775
-------------
0 		11,554
-------------
0 		488
-------------
0 		9,336
-------------
0 		2,814
-------------
0 		162,967
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A ONE DOMESTIC FIRST-CLASS FLIGHT WAS PROVIDED TO A BOARD MEMBER, DUE TO AN ORIGINAL FLIGHT THAT WAS DELAYED BY THE AIRLINE. ONLY FIRST-CLASS SEATS WERE AVAILABLE ON ANOTHER FLIGHT THAT WOULD ALLOW THE BOARD MEMBER TO ARRIVE ON TIME FOR A BOARD MEETING. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. FOR MEDICAL REASONS, FIRST-CLASS FLIGHTS WERE PROVIDED TO AN EMPLOYEE OF THE FOUNDATION. THIS WAS NOT TREATED AS TAXABLE COMPENSATION. 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. BOTH CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY.
PART I, LINE 4B THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ONLY THE CEO VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2O17, 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. FOR CONTRIBUTIONS MADE ON OR AFTER JANUARY 1, 2018, A PARTICIPANT BECOMES VESTED IN THE 457(F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE COMPANY'S SECTION 457(F) PLAN DURING THE YEAR 2018 AND RECEIVED THE FOLLOWING PAYMENT: BRUCE CHERNOF $293,923 DEFERRED COMPENSATION FOR 2018, REPORTED ON SCHEDULE J, PART II, AND COLUMN C CONSISTS OF THE FOLLOWING; 1) 457(F) EMPLOYER CONTRIBUTIONS SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN ITEMS (1) THROUGH (5) ABOVE. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT EMPLOYER AND EMPLOYEE CONTRIBUTES TO UP TO THE COMPANY'S DEFINED AND IRS ANNUAL LIMITS. 3) 403(B) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS.
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Return Reference Explanation
FORM 990, PART III, LINE 1(CONT.) THE CHRONIC CARE ACT, AMONG OTHER PROVISIONS, PERMITS MEDICARE ADVANTAGE PLANS FOR THE FIRST TIME TO PROVIDE NON-MEDICAL SERVICES TO ITS MEDICALLY COMPLEX MEMBERS, IF THESE SERVICES ARE EXPECTED TO MAINTAIN OR IMPROVE HEALTH. WE ARE COGNIZANT THAT HAVING THIS NEW FLEXIBILITY DOES NOT MEAN IT IS BEING WIDELY USED, AND WE ENGAGED CONSULTANTS TO DEVELOP A BUSINESS CASE TO DEMONSTRATE THE BENEFITS. IN PREPARATION FOR 2019, WE CONTRACTED THE LONG-TERM QUALITY ALLIANCE TO SURVEY MEDICARE ADVANTAGE PLANS TO LEARN HOW THEY WILL MAKE USE OF THE NEW FLEXIBILITY, OR WHAT BARRIERS EXIST FOR THEM. WE CONTINUED OUR WORK ON THE MEDICAID FRONT, BY CONTRACTING WITH THE CENTER FOR HEALTH CARE STRATEGIES AND MILBANK MEMORIAL FUND TO PROVIDE TECHNICAL ASSISTANCE TO STATES ON IMPROVING THEIR PROGRAMS FOR MEDICAID ONLY AND DUALLY ELIGIBLE PERSONS. FINALLY, WE CONTINUED OUR IMPORTANT COMMUNICATIONS EFFORTS WHICH STRETCH REALLY OVER ALL THREE GOALS, THROUGH THE SUPPORT OF THE AGING DESK OF KAISER HEALTH NEWS, UNIVISION, AND THE DEVELOPMENT OF TOPIC SPECIFIC VIDEOS FOR OUR MEDIA PARTNERS, OUR WEBSITE AND EVENTS. LOOKING FORWARD: THE 2019-2023 STRATEGIC FRAMEWORK AS WE WERE NEARING THE END OF OUR SECOND STRATEGIC FRAMEWORK, THE BOARD AND STAFF SPENT SIGNIFICANT TIME TO CONSIDER WHAT THE NEXT FIVE YEAR FRAMEWORK SHOULD LOOK LIKE. IN PREPARATION FOR ONE OF THE NEW GOALS WE ENGAGED FIVE HUMAN-CENTERED DESIGN FIRMS TO DEVELOP THEIR CONCEPT OF AN INNOVATION LAB THAT WILL HELP TO BUILD RESILIENCE IN OLDER ADULTS, THEIR FAMILIES AND COMMUNITIES. WE ALSO ENGAGED A CONSULTANT WITH SIGNIFICANT HUMAN-CENTERED DESIGN EXPERIENCE TO CONDUCTED RESEARCH AND NUMEROUS INTERVIEWS WITH ENTREPRENEURS, START-UPS, VENTURE CAPITALISTS, AND OLDER ADULTS IN PREPARATION FOR THIS NEW GOAL.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY DELOITTE TAX, LLP, WORKING IN CONJUNCTION WITH THE SCAN FOUNDATION EXECUTIVE TEAM AND DIRECTOR OF FINANCE. THE SCAN FOUNDATION'S DIRECTOR OF FINANCE HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT OF PROGRAMS AND OPERATIONS AND THE PRESIDENT/CEO OF THE FOUNDATION. AFTER AN INITIAL DRAFT OF THE FORM 990 IS PREPARED, IT IS CIRCULATED FOR REVIEW AND COMMENT BY RELEVANT MEMBERS OF THE EXECUTIVE TEAM WHO HAVE RESPONSIBILITY FOR AND/OR KNOWLEDGE REGARDING THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 AND ENSURES ACCURACY OF DESCRIPTIONS. THE DRAFT FORM 990 IS REVIEWED IN PERTINENT PART BY THE COMPENSATION COMMITTEE OF THE BOARD, AND THE FORM 990 IS REVIEWED IN ITS ENTIRETY BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION. ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 AFTER IT IS PREPARED FOR FILING, PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C THE SCAN FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND ALL MEMBERS OF THE STAFF MUST COMPLETE AND SIGN. THE FOUNDATION'S GENERAL COUNSEL ASSISTS IN MONITORING THE CONFLICTS OF INTEREST QUESTIONNAIRE, AND ADVISES REGRADING ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT & CHIEF EXECUTIVE OFFICER (CEO) OF THE SCAN FOUNDATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE COMPENSATION OF THE PRESIDENT & CEO, THE COMPENSATION COMMITTEE WORKS WITH AND RELIES UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NONPROFIT ORGANIZATION EXECUTIVE COMPENSATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT AND REASONABLENESS OPINION TO THE COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR DETERMINING THE PRESIDENT & CEO'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT AND REASONABLENESS OPINION ARE BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS CONSIDERED COMPARABLE TO THE SCAN FOUNDATION BASED UPON CERTAIN INDUSTRY STANDARD METRICS. THE COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE PRESIDENT & CEO'S COMPENSATION PACKAGE IN CONSIDERATION OF THE EXECUTIVE COMPENSATION REPORT AND OPINION. QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT, REGARDING SUCH REPORT AND OPINION AND OTHER MATTERS RELEVANT TO SUCH PACKAGE. BASED ON SUCH DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION REGARDING THE COMPENSATION PACKAGE FOR THE CEO FOR THE FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF THE SCAN FOUNDATION DELIBERATES ON AND THEN VOTES ON SUCH RECOMMENDATION; THE PRESIDENT & CHIEF EXECUTIVE OFFICER IS RECUSED FOR THE ENTIRETY OF SUCH DELIBERATIONS AND VOTE. THE MINUTES OF THE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS FOR THESE MEETINGS ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2018 SALARY PACKAGE WAS SULLIVAN COTTER. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR DETERMINING THE COMPENSATION OF OFFICERS OR OTHER KEY EMPLOYEES OF THE SCAN FOUNDATION IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT, THE CHIEF EXECUTIVE OFFICER AND THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN FOUNDATION, ALL OF THE VOTING MEMBERS OF THE COMMITTEE ARE INDEPENDENT PERSONS. IN DETERMINING EACH EMPLOYEE'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORK WITH AND RELY UPON THE COUNSEL AND EXPERTISE OF AN OUTSIDE COMPENSATION CONSULTANT WITH WELL-ESTABLISHED EXPERIENCE AND EXPERTISE IN THE AREA OF NON-PROFIT ORGANIZATION EXECUTIVE COMPESATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT AND REASONABLENESS OPINION TO THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE EVERY YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF SUCH EMPLOYEES' COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE EXECUTIVE COMPENSATION REPORT AND REASONABLENESS OPINION ARE BASED ON A REVIEW OF THE EXECUTIVE COMPENSATION PRACTICES OF A VARIETY OF ORGANIZATIONS THAT ARE CONSIDERED COMPARABLE TO THE SCAN FOUNDATION BASED ON VARIOUS METRICS. THE PRESIDENT & CEO MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH OF SUCH EMPLOYEES' COMPENSATION PACKAGE IN LIGHT OF THE EXECUTIVE COMPENSATION REPORT AND OPINION. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT REGARDING SUCH REPORT AND OPINION AND OTHER MATTERS RELEVANT TO SUCH PACKAGE; PURSUANT TO THEIR DELIBERATIONS, THE COMPENSATION COMMITTEE MAKES A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES FOR THE FOLLOWING YEAR. THE MINUTES OF THE COMPENSATION COMMITTEE FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND DOCUMENT SUCH DELIBERATIONS AND DECISIONS. THE DECISIONS OF THE COMPENSATION COMMITTEE ARE REPORTED TO THE FULL BOARD OF DIRECTORS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE 2018 SALARY PACKAGE WAS SULLIVAN COTTER.
FORM 990, PART VI, SECTION C, LINE 19 THE SCAN FOUNDATION GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE SCAN FOUNDATION MAKES ITS FORM 990, WHICH CONTAINS FINANCIAL INFORMATION, AVAILABLE FOR PUBLIC INSPECTION. THE SCAN FOUNDATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE FOR PUBLIC INSPECTION.
FORM 990, PART XI, LINE 9: UNEXPENDED GRANTS 58,985.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THE SCAN FOUNDATION
 
Employer identification number

45-0552845
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)SCAN GROUP
3800 KILROY AIRPORT WAY SUITE 100

LONG BEACH,CA90806
95-3826037 		ADMIN SUPPORT CA 501(C)(3) 12B, II N/A
 
No
(2)SCAN HEALTH PLAN
3800 KILROY AIRPORT WAY SUITE 100

LONG BEACH,CA90806
95-3858259 		MEDICARE ADVANTAGE CA 501(C)(3) 10 SCAN GROUP
 
Yes
 
(3)SCAN HEALTH PLAN ARIZONA
3800 KILROY AIRPORT WAY SUITE 100

LONG BEACH,CA90806
73-1729007 		MEDICARE ADVANTAGE AZ 501(C)(4) N/A SCAN GROUP
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SCAN HEALTHCHECK ASSESSMENT CENTERS INC

3800 KILROY AIRPORT WAY SUITE 100
LONG BEACH,CA90806
46-2962358 		HEALTHCARE CA N/A
 C       Yes  
(2) SCAN CALIFORNIA MANAGEMENT COMPANY

3800 KILROY AIRPORT WAY SUITE 100
LONG BEACH,CA90806
46-2951831 		MANAGEMENT CA N/A
 C       Yes  










Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) SCAN GROUP

 P 351,228 BOOK VALUE
(2) SCAN HEALTH PLAN

 P 119,287 BOOK VALUE




Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
PART V, LINE 2 ACTUAL AMOUNTS PAID ON BEHALF OF THE ORGANIZATION WERE REIMBURSED WHEN POSSIBLE. FOR SG&A OVERHEAD, THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, OR THE PERCENTAGE OF HEADCOUNTS, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE.
Schedule R (Form 990) 2018

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