2025-11-14T11:33:42-06:00 2024-12-31 861065772 DELOITTE TAX LLP 50 SOUH SIXTH STREET MINNEAPOLIS MN 55402 990 2024-01-01 450552845 THE SCAN FOUNDATION SCAN 8885697226 3800 KILROY AIRPORT WAY 400 LONG BEACH CA 908065616 SARITA A MOHANTY CEO 5042611720 2025-11-17 1 0 ANNA KOLAKALURI P01275237 6123974000 2024 2025-03-06 01:10:19Z SARITA A MOHANTY 3800 KILROY AIRPORT WAY 400 LONG BEACH CA 908065616 99459092 0 X WWW.THESCANFOUNDATION.ORG X 2007 CA THE SCAN FOUNDATION ENVISIONS A SOCIETY WHERE ALL OF US CAN AGE WELL WITH PURPOSE. WE PURSUE THIS VISION BY IGNITING BOLD AND EQUITABLE CHANGES IN HOW OLDER ADULTS AGE IN BOTH HOME AND COMMUNITY. 11 10 22 0 158065 21822 550000 450100 0 0 10928798 13441811 0 0 11478798 13891911 6196139 7142925 0 0 4468434 5474389 0 0 0 4563207 4358069 15227780 16975383 -3748982 -3083472 259121726 263281403 3942964 4262592 255178762 259018811 X THE SCAN FOUNDATION ENVISIONS A SOCIETY WHERE ALL OF US CAN AGE WELL WITH PURPOSE. WE PURSUE THIS VISION BY IGNITING BOLD AND EQUITABLE CHANGES IN HOW OLDER ADULTS AGE IN BOTH HOME AND COMMUNITY. 0 0 13098215 7142925 0 THE SCAN FOUNDATION'S (THE FOUNDATION) STRATEGIC FRAMEWORK FOR 2023-2025, FOCUSES ON FOUR STRATEGIC OBJECTIVES, AS FOLLOWS:1. MODELS OF CARE: EVOLVE MODELS OF CARE & FINANCING SO THAT HEALTH AND AGING SUPPORTS REFLECT NEEDS AND PREFERENCES.2. DATA EQUITY: DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM.3. FINANCIAL SECURITY: IMPROVE OLDER ADULT FINANCIAL STABILITY THROUGH INCOME GENERATION, AND DEBT AND SAVINGS MANAGEMENT.4. HEALTH EQUITY: REDUCE HEALTH DISPARITIES AND IMPROVE THE LIVES OF ALL OLDER ADULTS.DURING 2024, THE FOUNDATION FOCUSED ON PROGRESS ACROSS EACH OF THE STRATEGIC OBJECTIVES ABOVE. AS IN THE PAST, THE FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. 13098215 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 108 0 22 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SANDY PETERS 5625492096 3800 KILROY AIRPORT WAY SUITE 400 LONG BEACH CA 90806 MOHANTY SARITA A CEO 40.00 0.00 X X 669894 0 140506 ROSENSTOCK LINDA DIRECTOR 2.80 8.20 X 37500 165000 0 JONES BRANDON TREASURER 3.10 6.30 X X 40000 134000 0 ORTIZ CELESTE DIRECTOR 3.10 6.30 X 40000 134000 0 PHILLIPS CHERYL CHAIRPERSON (START 1/1) 4.50 5.50 X X 50000 120000 0 RUIZ DE LUZARIAGA FRANCESCA DIRECTOR 2.80 5.80 X 37500 114000 0 ELLIS ROSEMARY DIRECTOR 3.10 5.00 X 40000 100000 0 BELLA MELANIE SECRETARY 3.10 0.00 X X 40000 0 0 CHAVEZ ANNA MARIA DIRECTOR 2.80 0.00 X 37500 0 0 QUIHUIS MARGARITA DIRECTOR 2.80 0.00 X 37500 0 0 RAPHAEL CAROL DIRECTOR 2.80 0.00 X 37500 0 0 HEAVENER ANIKA VP, OPS & INVESTMENTS 40.00 0.00 X 398451 0 48419 SABORIO RIGOBERTO J VP PROG EQ & COMM IMPACT (END 12/31) 40.00 0.00 X 349798 0 32133 IPAKCHI NARDA L VP, POLICY AND PROGRAMS 40.00 0.00 X 276239 0 21015 KING NATALIE SR. DIR, STRATEGY 40.00 0.00 X 200022 0 49341 AHERN BRENDAN H DIR IMPACT INVESTING 40.00 0.00 X 218828 0 26356 WESTPHAL ERIN PROGRAM OFFICER 40.00 0.00 X 179644 0 31593 PETERSON KALI PROGRAM OFFICER 40.00 0.00 X 192149 0 15251 NAVA-SCHELLINGER VIVIAN DIR, CI AND CA PARTNERSHIPS 40.00 0.00 X 186074 0 15348 3068599 767000 379962 14 0 1 0 MCCABE MESSAGE PARTNERS 1825 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20009 CONSULTING SERVICES 316243 JENNINGS POLICY STRATEGIES INC 601 13TH ST NW WASHINGTON DC 20005 CONSULTING SERVICES 180000 UNCOMMON BOLD 662 HEARST AVE SAN FRANCISCO CA 94112 CONSULTING SERVICES 178310 THE NORTHERN TRUST COMPANY 50 S LASALLE ST CHICAGO IL 60675 CONSULTING SERVICES 166857 RODRIGUEZ HORII CHOI CAFFERATA 777 S FIGEROA ST SUITE 2150 LOS ANGELES CA 90017 CONSULTING SERVICES 163808 7 450100 450100 4974928 158065 4816863 94034064 85567181 8466883 8466883 8466883 13891911 0 158065 13283746 X 6979275 6979275 163650 163650 2252479 1645634 606845 2438743 1899948 538795 337463 263221 74242 197064 154126 42938 248640 192167 56473 210532 210532 174506 29219 145287 164435 164435 572164 572164 1993256 855249 1138007 4854 635 4219 139859 32572 107287 183871 142121 41750 356885 253597 103288 469364 455755 13609 19536 15238 4298 9659 9659 SUBSCRIPTIONS & MEMBERS 33641 15692 17949 TAXES 25236 25236 OTHER EXPENSES 155 155 CONTRIBUTION 116 116 16975383 13098215 3877168 0 X 879549 534392 4831457 3800933 343015 474574 16753 20805 1626308 1399844 400604 226464 165587482 167279723 85794796 87805167 1249998 3121273 18072 18072 259121726 263281403 1493848 1519059 1796134 1900964 652982 842569 3942964 4262592 X 255178762 259018811 0 0 255178762 259018811 259121726 263281403 X -3083472 6708413 215108 X 0 1 X 1 0 X X X 1 SCAN HEALTH PLAN 953858259 10 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, 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. THE FOUNDATION'S GRANTMAKING ACTIVITIES ARE DONE IN CONSULTATION WITH THE SCAN HEALTH PLAN. THE FOUNDATION'S CEO IS IN FREQUENT CONTACT WITH THE SCAN HEALTH PLAN'S CEO, AND THE FOUNDATION'S CEO ATTENDS THE SCAN HEALTH PLAN'S BOARD OF DIRECTORS MEETING AT LEAST ONCE A YEAR TO REPORT ON THE FOUNDATION'S ACTIVITIES AND TO RECEIVE FEEDBACK FROM THE SCAN HEALTH PLAN'S BOARD. MOREOVER, THE SCAN HEALTH PLAN'S BOARD CHAIR IS AN EX OFFICIO VOTING MEMBER OF THE FOUNDATION'S BOARD, AND MEMBERS OF THE SCAN HEALTH PLAN'S BOARD COMPRISE A MAJORITY OF THE FOUNDATION'S BOARD. SCHEDULE A, PART IV, SECTION C, LINE 1: HISTORICALLY, A MAJORITY OF THE FOUNDATION'S DIRECTORS WAS ALSO A MAJORITY OF THE DIRECTORS OF THE SCAN HEALTH PLAN. HOWEVER, AN INCREASE IN THE SIZE OF THE SCAN HEALTH PLAN BOARD RESULTED IN THAT NOT BEING THE CASE DURING THE TAX YEAR. NEVERTHELESS, THROUGHOUT THE TAX YEAR, THE FOUNDATION BOARD CONTINUED TO BE COMPRISED OF A MAJORITY OF SCAN HEALTH PLAN BOARD MEMBERS (SIX OF ELEVEN), AND THOSE INDIVIDUALS REPRESENTED A NEAR MAJORITY OF THE SCAN HEALTH PLAN BOARD (SIX OF THIRTEEN). MOREOVER, IN 2025, THE FOUNDATION INCREASED THE NUMBER OF BOARD MEMBERS TO 13 MEMBERS OF WHICH 7 ARE ALSO SCAN HEALTH PLAN DIRECTORS. ADDITIONAL FACTS AND CIRCUMSTANCES SHOW THAT THE TWO ORGANIZATIONS WERE EFFECTIVELY CONTROLLED OR MANAGED BY THE SAME PERSONS DURING 2024. THEY INCLUDE THE FOLLOWING: 1. THE SCAN HEALTH PLAN IS THE FOUNDATION'S SOLE SUPPORTED ORGANIZATION. AS A RESULT, THERE IS A STRONG CONTROL OR MANAGEMENT RELATIONSHIP BETWEEN THE TWO ORGANIZATIONS. CONTROL OR MANAGEMENT IS NOT DISPERSED AS WOULD BE THE CASE IF THERE WERE MULTIPLE SUPPORTED ORGANIZATIONS. 2. THERE IS A CLOSE HISTORICAL RELATIONSHIP BETWEEN THE ORGANIZATIONS. THE FOUNDATION WAS ESTABLISHED BY SCAN HEALTH PLAN IN 2007 WITH A CONTRIBUTION OF APPROXIMATELY $200,000,000, AND THE TWO ORGANIZATIONS HAVE MAINTAINED A CLOSE RELATIONSHIP THROUGHOUT THE ENTIRE LIFE OF THE FOUNATION. 3. THERE IS AN OVERLAP IN THE LEADERSHIP OF THE TWO BOARDS. THE SCAN HEALTH PLAN'S BOARD CHAIR IS ALWAYS A MEMBER OF THE FOUNDATION'S BOARD, AND DURING THE TAX YEAR THE FOUNDATION'S BOARD CHAIR AND TREASURER SERVED AS MEMBERS OF THE SCAN HEALTH PLAN'S BOARD. THE CEOS AND OTHER SENIOR STAFF OF THE TWO ORGANIZATIONS FREQUENTLY INTERACT WITH EACH OTHER, AND THE CEO OF THE FOUNDATION ATTENDS AT LEAST ONE MEETING OF THE SCAN HEALTH PLAN'S BOARD EACH YEAR TO REPORT ON THE FOUNDATION'S ACTIVITIES. 4. OTHER FACTORS THAT EVIDENCE A STRONG INTEGRATON OF THE TWO ORGANIZATIONS INCLUDE THE FOLLOWING: A. THE TWO ARE HOUSED IN THE SAME BUILDING. B. THE SCAN HEALTH PLAN PROVIDES SUPPORT TO THE FOUNDATION IN THE AREAS OF FINANCE (INCLUDING INTERNAL AUDIT, HUMAN RESOURCES, INFORMATION TECHNOLOGY AND LEGAL). C. FOUNDATION EMPLOYEES ARE INCLUDED IN THE SCAN HEALTH PLAN'S RETIREMENT, HEALTH AND DISABILITY INSURANCE PLANS. D. THE TWO ORGANIZATIONS USE THE SAME AUDITOR AND TAX RETURN PREPARER. THE ORGANIZATIONS' AUDITED FINANCIAL STATEMENTS ARE CONSOLIDATED. E. THE GOVERNANCE COMMITTEES OF THE TWO ORGANIZATIONS HAVE AT LEAST ONE JOINT COMMITTEE MEETING PER YEAR TO DETERMINE CANDIDATES FOR MEMBERSHIP ON THE FOUNDATION'S BOARD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 1 1790 0 1 2076 0 0 3866 0 PART II-B, LINE 1: IN 2024 MEMBERS OF TSF'S STAFF REVIEWED, EDITED, AND PROVIDED FEEDBACK TO CERTAIN CONGRESS MEMBERS AND CONGRESSIONAL COMMITTEES ON LEGISLATION RELATED TO ISSUES OF IMPORTANCE TO TSF'S MISSION TO ADVANCE A COORDINATED AND EASILY NAVIGATED SYSTEM OF HIGH-QUALITY SERVICES FOR OLDER ADULTS THAT PRESERVE DIGNITY AND INDEPENDENCE. THESE EFFORTS RELATED TO LEGISLATIVE PROPOSALS FOR ADOPTION OF A NATIONAL PLAN FOR AGING AND LEGISLATIVE PROPOSALS TO IMPROVE HEALTH COVERAGE FOR INDIVIDUALS JOINTLY ENROLLED IN MEDICARE AND MEDICAID (DUAL ELIGIBLES"). TSF TRACKS ITS LOBBYING ACTIVITIES THROUGH A REPORTING SYSTEM WHEREBY TSF STAFF WHO ENGAGE IN LOBBYING ACTIVITIES ARE REQUIRED TO CONTEMPORANEOUSLY REPORT SUCH ACTIVITIES AS THEY ARE PERFORMED. IN 2024, TSF STAFF ENGAGED IN A TOTAL OF 19.5 HOURS IN LOBBYING-RELATED ACTIVITIES. THESE LOBBYING RELATED ACTIVITIES WERE PERFORMED BY FULL-TIME STAFF PERSONS, IN THE FOLLOWING AMOUNTS: PRESIDENT & CEO: 2 HOURS VICE PRESIDENT OF POLICY: 1.5 HOURS PROGRAM OFFICERS: 16 HOURS THE TOTAL COST TO THE FOUNDATION RELATED TO THESE ACTIVITIES WAS $2,076. BESIDES THE ABOVE TIME OF STAFF DEVOTED TO LOBBYING ACTIVITIES, TSF INCURRED $1,790 FOR DRAFTING SOCIAL MEDIA POSTS AND DRAFTING AND PITCHING AN OP-ED RELATED TO LOBBYING ACTIVITIES. 666363 455791 210572 827791 811899 15892 34770 34770 0 97384 97384 0 226464 PRIVATE EQUITY 87805167 F 87805167 DEFERRED COMPENSATION 842569 842569 X 20069057 6708413 6708413 13360644 531267 531267 13891911 16229008 0 16229008 531267 215108 746375 16975383 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, 2024 AND 2023, THERE WERE NO LIABILITIES RECORDED FOR UNCERTAIN TAX POSITIONS. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT WRITEOFFS 215,108. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 52622669 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 2703063 0 0 0 0 0 0 55325732 0 55325732 1 0 1 1 1 0 PART I, LINE 3 THE AMOUNTS REPORTED IN SCHEDULE F WERE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING. 1 ANNE TUMLINSON INNOVATIONS LLC 3505 ALBERMARLE STREET NW WASHINGTON DC 20008 465466993 34722 0 ELIMINATE GAPS IN FUNDING AND INTEGRATION THAT PREVENT A COORDINATED AND EASILY NAVIGABLE SERVICE DELIVERY SYSTEM ANNE TUMLINSON INNOVATIONS LLC 3505 ALBERMARLE STREET NW WASHINGTON DC 20008 465466993 257386 0 INFORM NEW MEDICARE COVERAGE AND CARE DELIVERY REFORMS TO REFLECT THE NEEDS AND PREFERENCES OF PRIORITY POPULATIONS BIPARTISAN POLICY CENTER 1225 EYE ST NW SUITE 1000 WASHINGTON DC 20005 731628382 501(C)(3) 225000 0 OUR WORK WILL PROVIDE PROMISING PATHWAYS FOR BIPARTISAN CONSENSUS ON REFORMS THAT ADVANCE A HIGH-FUNCTIONING LTSS SYSTEM FOR EVERYONE. BOOKER T WASHINGTON COMMUNITY SERVICE CENTER 800 PRESIDIO AVENUE SAN FRANCISCO CA 94115 941160952 501(C)(3) 62500 0 OUR GOAL IS TO EXPAND THE BTWCSC SENIOR ADVISORY COUNCIL AND CONTINUE TO CENTER OUR ELDERS' SELF-DETERMINATION, OFFERING ROBUST LEARNING OPPORTUNITIES THAT BUILD THE COUNCIL'S CAPACITY TOWARD COLLECTIVE GOVERNANCE. CALIFORNIA BLACK WOMENS HEALTH PROJECT 9800 S LA CIENEGA BLV SUITE 905 INGLEWOOD CA 90301 954702923 501(C)(3) 50000 0 THE GOAL OF THE SANKOFA ECO GROUP APPRECIATIVE INQUIRY JOURNEY IS TO CO-DESIGN AND CO-CREATE A COMMUNITY ENGAGEMENT STRATEGY THAT CENTERS AND EMPOWERS BLACK ELDERS TO IDENTIFY AND ADVOCATE FOR COMMUNITY-DEFINED SOLUTIONS TO ADDRESS AND MITIGATE HEALTH DISPARITIES IN THEIR LIVES, FAMILIES, NEIGHBORHOODS, AND COMMUNITIES. CALIFORNIA COLLABORATIVE FOR LTSS PO BOX 2767 FAIR OAKS CA 95628 871439855 501(C)(3) 15000 0 BUILD AND LEVEL COMMUNITY VOICE TO DRIVE SYSTEMS CHANGE TOWARDS A HIGH-QUALITY LONG-TERM SERVICES AND SUPPORTS (LTSS) SYSTEM. CALIFORNIA COLLABORATIVE FOR LTSS PO BOX 2767 FAIR OAKS CA 95628 871439855 501(C)(3) 233100 0 SUPPORT CDA IN THE PLANNING AND EXECUTION OF THE 2024 CA FOR ALL AGES & ABILITIES CONFERENCE. CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 086192320 223375015 501(C)(3) 100000 0 THE GOAL OF THIS PROJECT IS TO SUPPORT STATES IN DEVELOPING AND SUSTAINING ESSENTIAL MEDICARE PROGRAM AND POLICY EXPERTISE NEEDED TO ADVANCE MEDICARE AND MEDICAID INTEGRATION AND IMPROVE CARE FOR DUALLY ELIGIBLE POPULATIONS. CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 086192320 223375015 501(C)(3) 200000 0 DEVELOP AN INDEXED TOOLKIT AND HOST TWO NATIONAL IN-PERSON WORKSHOPS TO SUPPORT BOTH PAST AND FUTURE MPA STATES IN BUILDING BUY IN, DEVELOPING, IMPLEMENTING AND REFRESHING MULTISECTOR PLANS FOR AGING. CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 086192320 223375015 501(C)(3) 149699 0 IDENTIFY OPPORTUNITIES TO EXPAND ACCESS TO INTEGRATED MODELS FOR DUALLY ELIGIBLE POPULATIONS IN RURAL COMMUNITIES BY CONDUCTING AN IN-DEPTH ANALYSIS OF FOUR RURAL COMMUNITIES THAT EXAMINES THE FACTORS THAT SUPPORT THE CREATION AND SUSTAINABILITY OF THESE MODELS AS WELL AS FACTORS THAT IMPEDE THEIR DEVELOPMENT OR SPREAD. CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 086192320 223375015 501(C)(3) 40594 0 PLAN AND SUPPORT A CONSUMER-FOCUSED PANEL FOR THE CA FOR ALL AGES & ABILITIES CENTER FOR HEALTH CARE STRATEGIES INC 200 AMERICAN METRO BLVD SUITE 119 HAMILTON NJ 086192320 223375015 501(C)(3) 110118 0 THE GOAL OF THIS PROJECT IS TO SUPPORT STATES IN DEVELOPING AND SUSTAINING ESSENTIAL MEDICARE PROGRAM AND POLICY EXPERTISE NEEDED TO ADVANCE MEDICARE AND MEDICAID INTEGRATION AND IMPROVE CARE FOR DUALLY ELIGIBLE POPULATIONS. CIVIC VENTURES DBA COGENERATE PO BOX 29542 SAN FRANCISCO CA 94129 943274339 501(C)(3) 75000 0 FOR EPP TO PLAN ITS POST-PILOT EXPANSION TO ENABLE IT TO HELP REDUCE HEALTH DISPARITIES FOR TSF'S PRIORITY POPULATIONS WHILE CREATING MEANINGFUL EMPLOYMENT FOR OLDER CLINICIANS. COALITION FOR HEALTH AI 201 FIRST ST SW ROCHESTER MN 55905 990855900 150000 0 TO DEVELOP AND DEPLOY INCLUSIVE AND EQUITABLE AI-POWERED SOLUTIONS FOR HEALTHCARE QUALITY IMPROVEMENT, SPECIFICALLY TARGETING UNDERSERVED AND VULNERABLE POPULATIONS, VIA ENHANCING REPRESENTATION IN AI TRAINING AND VALIDATION DATA. DANDELION HEALTH 1850 MUTTONTOWN ROAD SYOSSET NY 11791 854341766 83068 0 ADVANCING TSF PRIORITY POPULATIONS BY DEVELOPING A TSF SOCIAL DETERMINANTS OF HEALTH FEATURE WITHIN DANDELION'S FREE PUBLIC SERVICE DIGITAL MEDICINE SOCIETY INC 90 CANAL ST 4TH FLOOR BOSTON MA 02114 834205470 501(C)(3) 300000 0 STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 44996 0 UNITING PUBLIC AND PRIVATE LEADERS IN AN UNCONVENTIONAL COALITION IN SERVICE OF ADDRESSING THE NEEDS OF OLDER ADULTS IN MEDICAID. DUKE UNIVERSITY PO BOX 104132 DURHAM NC 27708 560532129 501(C)(3) 100000 0 THIS PROGRAM WOULD BE THE FIRST FORMALIZED EFFORT TO BRING TOGETHER AI CENTERS OF EXCELLENCE, DIGITAL HEALTH TECHNICAL ASSISTANCE PROVIDERS, AI VENDORS, AND COMMUNITY HEALTH CENTERS TO RAPIDLY DIFFUSE EXPERTISE AND GENERATE EVIDENCE OF AI PRODUCT PERFORMANCE IN THE CALIFORNIA SAFETY NET. FUND FOR PUBLIC HEALTH IN NEW YORK INC 22 COURTLAND ST 11TH FLOOR SUITE 1103 NEW YORK NY 10007 050539199 501(C)(3) 43578 0 TO DEVELOP A TOOLKIT FOR HEALTH SYSTEMS TO UTILIZE IN STANDING-UP AND OPERATING A CERCA-LIKE COALITION TO DE-IMPLEMENT THE USE OF CERTAIN ALGORITHMS WITHIN A HOSPITAL OR HEALTHCARE SYSTEM. GENERATION 601 PENNSYLVANIA AVE NW SUITE 900 WASHINGTON DC 20004 471073442 501(C)(3) 250185 0 COLLECT NEW SURVEY DATA TO PROVIDE INSIGHTS AND RECOMMENDATIONS ON HOW EMPLOYERS, MIDCAREER/OLDER WORKERS THEMSELVES, AND POLICY MAKERS CAN TAKE STEPS TO BETTER POSITION THEMSELVES FOR AN AI-INFUSED WORKPLACE MOVING FORWARDS GENERATION 601 PENNSYLVANIA AVE NW SUITE 900 WASHINGTON DC 20004 471073442 501(C)(3) 348431 0 IMPROVE FINANCIAL SECURITY FOR OLDER ADULTS BY ADDRESSING ROOT CAUSES GRANTMAKERS IN AGING INC 333 MAMARONECK AVE 238 WHITE PLAINS NY 10605 134014982 501(C)(3) 10000 0 SUPPORT THE 2024 2025 SCOPE OF WORK FOR THE MULTISECTOR PLANS FOR AGING FUNDERS COMMUNITY. GREATER GOOD STUDIO 3759 W DIVERSEY AVE CHICAGO IL 60647 900815736 125000 0 THE GOALS OF THIS PROJECT ARE TO DOCUMENT AND VISUALIZE THE FULL LANDSCAPE OF ORGANIZING ACTORS, CATEGORIES, AND ROLES; LEARN DIRECTLY FROM PEOPLE WORKING IN ADJACENT SPACES, INCLUDING FUNDERS, ORGANIZERS, ACADEMICS, AND OLDER ADULTS THEMSELVES; AND DEVELOP AND PRIORITIZE IDEAS FOR WAYS TSF CAN ENTER THIS SPACE AND MAKE THE MOST IMPACT. HEALTH EQUITY STRATEGIES AND SOLUTIONS 3715 OLMSTED AVE LOS ANGELES CA 90018 931731848 25000 0 TO DEVELOP AND IMPLEMENT AN ACTIONABLE REPORT SUMMARIZING QUALITATIVE STRUCTURED INTERVIEW FINDINGS FROM THE LANDSCAPE ANALYSIS OF AGING ORGANIZATIONS IN CALIFORNIA HEALTH TECH FOR MEDICAID 5627 TELEGRAPH AVENUE SUITE 222 OAKLAND CA 94609 852492511 501(C)(3) 45000 0 OUR OVERARCHING GOAL IS TO UNITE PUBLIC AND PRIVATE LEADERS IN AN UNCONVENTIONAL COALITION TO ADDRESS THE UNIQUE HEALTHCARE NEEDS OF OLDER ADULTS IN MEDICAID WHILE DRIVING INNOVATION AND TRANSFORMATIVE CHANGE IN THE HEALTHCARE SYSTEM. HEALTHBEGINS LLC 2600 W OLIVE AVE BURBANK CA 91505 461646737 14110 0 TO ADVANCE OUR ALIGNED GOAL OF ENSURING THE CONTINUED REFINEMENT, USE AND IMPACT OF THE ROI CALCULATOR ENGAGE IN PRODUCT DEVELOPMENT ACTIVITIES TO HELP MODIFY THE ROI CALCULATOR AND ASSOCIATED RESOURCES FOR EXISTING MARKETS AND MARKET DEVELOPMENT ACTIVITIES TO BRING THESE UPDATED RESOURCES TO EXPANDED MARKETS AND USERS INCITE NETWORK LLC 6488 CALLE VISTA DR EL PASO TX 79912 460732610 40000 0 TO DESIGN, DISTRIBUTE AND ANALYZE SURVEY/FOCUS GROUP OR INTERVIEW FINDINGS ON THE LEVEL OF BELONGING AND INCLUSIVITY OF OLDER ADULTS AND THEIR IMPACT ON THE DECISION-MAKING PROCESSES IN THE SCAN FOUNDATION'S PROGRAMMING AND PUBLICATION PROCESS. JUSTICE IN AGING 1444 EYE STREET NW WASHINGTON DC 20005 953132674 501(C)(3) 164000 0 THE GOAL OF THIS PROJECT THIS YEAR IS TO CONTINUE TO ADVANCE AND ENSURE IMPLEMENTATION OF SPECIFIC POLICIES CONSISTENT WITH THE GOALS OF THE GOVERNOR'S MASTER PLAN FOR AGING (MPA). LEADINGAGE CALIFORNIA FOUNDATION 1315 I STREET SUITE 100 SACRAMENTO CA 95814 952383463 501(C)(3) 50000 0 OUR GOAL IS TO DEVELOP A MULTI-PRONGED PLAN TO BLEND AND BRAID EXISTING FINANCING OPPORTUNITIES TO BE ABLE TO PILOT A POPULATION HEALTH MODEL IN AFFORDABLE HOUSING COMMUNITIES, CALIFORNIA INTEGRATED CARE AT HOME. LHPC 1201 K STREET SUITE 1840 SACRAMENTO CA 95814 954626128 501(C)(3) 81528 0 DUAL-ELIGIBLE SPECIAL NEEDS PLAN EDUCATION AND SUPPORT MANDALA CHANGE GROUP 159 PINE HILLS LANE OAKLAND CA 94611 862296932 8552 0 TO DEVELOP AND IMPLEMENT A SUCCESSFUL ADVISORY BOARD THAT ENGAGES THE LIVED EXPERIENCE OF OLDER ADULTS, PEOPLE WITH DISABILITIES, AND FAMILY CAREGIVERS TO INFORM AND GUIDE CALIFORNIA'S MASTER PLAN FOR AGING. NATIONAL COMMITTEE FOR QUALITY ASSURANCE 1100 13TH STREET NW THIRD FLOOR WASHINGTON DC 20005 521191985 501(C)(3) 75000 0 EXPEDITE OUTREACH TO TARGET AUDIENCES (I.E., CONSUMER ADVOCACY ORGANIZATIONS, STATE MEDICAID PROGRAMS, SNPS, AND PRIMARY CARE PROVIDERS) TO RAISE AWARENESS ABOUT AND CREATE CHAMPIONS FOR THE PCO MEASURES NATIONAL OPINION RESEARCH CENTER 55 E MONROE ST FLOOR 20 CHICAGO IL 606035991 362167808 501(C)(3) 33000 0 THE PRIMARY GOAL OF THIS PROJECT IS TO EXPEDITE POLICY PRINCIPLES THAT ALLOW MIDDLE INCOME OLDER ADULTS TO AGE WELL IN HOME AND COMMUNITY. IN SUPPORT OF THAT GOAL, THE PROJECT WILL UPDATE THE FORGOTTEN MIDDLE MODEL USING 2020 HRS DATA, FOCUSING ITS RESEARCH ON MIDDLE INCOME SENIORS FROM HISTORICALLY VULNERABLE COMMUNITIES. IT WILL ALSO GENERATE NEVER-BEFORE PUBLISHED DATA ON THE NEAR-DUAL POPULATION, WITH A NOVEL APPROACH TO FULLY CAPTURE THIS VULNERABLE POPULATION'S CHARACTERISTICS, NEEDS, AND HOUSING AND CARE OPTIONS. FINALLY, THE PROJECT WILL PRODUCE NATIONAL PRINCIPLES ON THE FORGOTTEN MIDDLE AND NEAR DUALS, DEVELOPED THROUGH CONSENSUS PROCESS DRIVEN BY DIVERSE LEADERS FROM POLICY EXPERTS TO INDUSTRY LEADERS TO ATYPICAL PLAYERS FROM THE NONAGING PRIVATE SECTOR, ELEVATING TSF AS A POLICY LEADER IN THIS FIELD. PROJECT HOPE HEALTH AFFAIRS 1220 19TH STREET NW SUITE 800 WASHINGTON DC 20036 530242962 501(C)(3) 200000 0 THE PROJECT GOAL IS TO EXPLORE MEDICARE ADVANTAGE SUPPLEMENTAL BENEFITS. PROVIDENCE PORTLAND MEDICAL CENTER PO BOX 5977 PORTLAND OR 97228 930386906 501(C)(3) 159250 0 TO UNDERSTAND HOW TSF'S MODEL WORKS TO SUPPORT COMMUNITY ACTION AND CHANGE AND TO ASSESS THE POTENTIAL FOR THIS MODEL TO BE SCALED AND SPREAD ACROSS CALIFORNIA PUBLIC POLICY INSTITUTE OF CALIFORNIA 500 WASHINGTON STREET SUITE 600 SAN FRANCISCO CA 94111 943207299 501(C)(3) 25000 0 THIS PROJECT WILL HELP PPIC DEVELOP ITS RESEARCH AGENDA FOCUSED ON CALIFORNIA'S AGING POPULATION AND THE STATE POLICY SOLUTIONS TO SUPPORT CALIFORNIA'S OLDER ADULTS, THOSE WHO CARE FOR THEM, AND OTHER CONSEQUENCES OF THIS MAJOR DEMOGRAPHIC SHIFT. PUBLIC POLICY LAB 20 JAY STREET SUITE 203 BROOKLYN NY 11201 274631171 501(C)(3) 272943 0 TSF SEEKS A PARTNER IN GATHERING AND SYNTHESIZING FEEDBACK AND INSIGHTS FROM OLDER ADULTS THAT MIGHT INFORM ICC'S DEVELOPMENT OF THE NATIONAL FRAMEWORK ON AGING. PUBLIC POLICY LAB 20 JAY STREET SUITE 203 BROOKLYN NY 11201 274631171 501(C)(3) 40011 0 GATHER RESEARCH FINDINGS ABOUT MEDICARE ADVANTAGE (MA) SUPPLEMENTAL BENEFITS FROM BENEFICIARIES RECRUITED THROUGH THE LONGITUDINAL RESEARCH POOL FROM PUBLIC PROSPECTING LONGITUDINAL UNDERSTANDING STUDY OF 65+ ADULTS (PPLUS65), TO DELIVER TO ATI ADVISORY FOR RELATED WORK COMMISSIONED BY TSF. PUBLIC POLICY LAB 20 JAY STREET SUITE 203 BROOKLYN NY 11201 274631171 501(C)(3) 57150 0 MAINTAIN, DEBUG, AND ADMINISTER THE PEOPLE SAY PLATFORM ONCE THE SITE HAS LAUNCHED, TO ENSURE SMOOTH AND SUCCESSFUL OPERATION OF THE MVP, ESPECIALLY OVER ITS FIRST SIX MONTHS. PUBLIC POLICY LAB 20 JAY STREET SUITE 203 BROOKLYN NY 11201 274631171 501(C)(3) 50000 0 INTERAGENCY COORDINATING COMMITTEE ON HEALTHY AGING AND AGE-FRIENDLY COMMUNITIES LISTENING SESSIONS PUBLIC POLICY LAB 20 JAY STREET SUITE 203 BROOKLYN NY 11201 274631171 501(C)(3) 599560 0 THIS PROJECT IS AN INITIATIVE TO ACCELERATE EQUITABLE POLICY CHANGE AND HEALTH-SYSTEMS IMPROVEMENT FOR AND WITH OLDER AMERICANS. IN YEAR 2, WE'LL EXPAND OUR POOL OF OLDER ADULTS FOR ONGOING HUMAN-CENTERED RESEARCH, DOCUMENT THEIR EXPERIENCES, THEN ADD THEIR DATA TO THE PEOPLE SAY, OUR PLATFORM FOR PUBLIC CIVIC RESEARCH, WITH THE GOAL OF SPURRING BOLD ACTION TO BETTER INCORPORATE OLDER ADULTS' NEEDS AND PREFERENCES INTO SOCIAL-SCALE PROGRAMS. PURCHASER BUSINESS GROUP ON HEALTH 1611 TELEGRAPH AVE STE 210 OAKLAND CA 94612 943093623 501(C)(3) 116925 0 IDENTIFY PRIORITY AREAS FOR ACTION TO BETTER MEET THE NEEDS OF THE OVER 65 AGING POPULATION IN CALIFORNIA, BY BRINGING STAKEHOLDERS TOGETHER AND FOSTERING RELATIONSHIPS FOR ONGOING COLLABORATION. SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 952831058 501(C)(3) 9100 0 SOUTHERN CALIFORNIA GRANTMAKERS 2024 MEMBERSHIP STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 941156365 501(C)(3) 330000 0 STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM THE MILKEN INSTITUTE 1250 4TH STREET FLOOR 2 SANTA MONICA CA 90401 954240775 501(C)(3) 50000 0 CENTER FOR THE FUTURE OF AGING LEADERSHIP COUNCIL MEMBERSHIP TIDES CENTER PO BOX 889385 LOS ANGELES CA 90088 943213100 501(C)(3) 20000 0 THE BUILD TRUST IN AI WITHIN THE HEALTHCARE SAFETY NET, ENSURING THAT TECHNOLOGICAL ADVANCEMENTS DRIVEN BY AI BENEFIT ALL COMMUNITIES, ESPECIALLY VULNERABLE OLDER ADULTS. TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET 5TH FLOOR FRANKLIN BUILDING PHILADELPHIA PA 191046205 231352685 501(C)(3) 120000 0 SETTING A TRUE NORTH FOR INTEGRATED CARE FOR DUAL ELIGIBLE BENEFICIARIES UC BERKELEY 2195 HEARST AVE 120 BERKELEY CA 947201104 946002123 501(C)(3) 75000 0 EXAMINING CHALLENGES, NEEDS, AND SUPPORTS AMONG LOW-INCOME, MINORITIZED AND GEOGRAPHICALLY ISOLATED LGBTQIA+ OLDER ADULTS IN CALIFORNIA UC BERKELEY 2195 HEARST AVE 120 BERKELEY CA 947201104 946002123 501(C)(3) 300000 0 THE INVESTIGATIVE REPORTING PROGRAM AT THE UC BERKELEY GRADUATE SCHOOL OF JOURNALISM UC DAVIS OFFICE OF RESEARCH 1850 RESEARCH PARK DRIVE DAVIS CA 95618 946036494 501(C)(3) 92432 0 THE RURAL MPA TOOLKIT WILL GUIDE LOCAL, RURAL COMMUNITIES TO COMPEL SYSTEM TRANSFORMATION THROUGH MULTISECTOR PLANS FOR AGING (MPA). UC DAVIS OFFICE OF RESEARCH 1850 RESEARCH PARK DRIVE DAVIS CA 95618 946036494 501(C)(3) 199881 0 TO ELEVATE THE NEEDS OF OLDER ADULTS AND CAREGIVERS IN RURAL REGIONS OF CALIFORNIA AND BUILD UPON THE SCAN FOUNDATION'S PREVIOUS INVESTMENTS IN RURAL MPAS. UNIVERSITY OF MASSACHUSETTS BOSTON 100 MORRISSEY BLVD BOSTON MA 02125 043167352 501(C)(3) 649189 0 THE PURPOSE OF THIS INITIATIVE IS TO PROVIDE THE KNOWLEDGE AND INFORMATION TO POLICYMAKERS, THAT IS, THE INTELLECTUAL INFRASTRUCTURE, NECESSARY TO ADVANCE LTSS FINANCING REFORM. VALON CONSULTING 800 W 1ST ST 1703 LOS ANGELES CA 90012 264052848 15173 0 DEVELOP AN ACTIONABLE PLAN TO COMBAT OLDER ADULT HOMELESSNESS VALON CONSULTING 800 W 1ST ST 1703 LOS ANGELES CA 90012 264052848 35554 0 ADVANCING HOUSING RELATED ISSUES IN THE MASTER PLAN FOR AGING (MPA) 43 11 TO SUPPORT COALITIONS IN DEVELOPING THREE LOCALLY-INFORMED, AGE FRIENDLY ACTION PLANS IN RURAL REGIONS OF CALIFORNIA 1 9529 TO CAPTURE PHOTOGRAPHY AND VIDEO CLIPS FROM THREE RURAL MPA LAUNCH EVENTS AND PRODUCE A SUMMARY VIDEO TO HIGHLIGHT THIS WORK. 1 22709 TO CAPTURE PHOTOGRAPHY AND VIDEO CLIPS FROM THE ICC LISTENING SESSIONS 1 34813 TO CAPTURE PHOTOGRAPHY AND VIDEO CLIPS FROM THE ECO GROUP MEETINGS. 1 24599 STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM 1 36000 STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM 1 36000 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. X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 MOHANTY SARITA A CEO 540886 0 127076 0 1932 0 92311 0 48195 0 810400 0 0 0 HEAVENER ANIKA VP, OPS & INVESTMENTS 341242 0 46636 0 10573 0 33308 0 15111 0 446870 0 0 0 SABORIO RIGOBERTO J VP PROG EQ & COMM IMPACT (END 12/31) 277935 0 37013 0 34850 0 27684 0 4449 0 381931 0 0 0 IPAKCHI NARDA L VP, POLICY AND PROGRAMS 231525 0 31091 0 13623 0 18416 0 2599 0 297254 0 0 0 KING NATALIE SR. DIR, STRATEGY 147798 0 51963 0 261 0 14545 0 34796 0 249363 0 0 0 AHERN BRENDAN H DIR IMPACT INVESTING 189932 0 28500 0 396 0 13300 0 13056 0 245184 0 0 0 WESTPHAL ERIN PROGRAM OFFICER 163922 0 15218 0 504 0 12773 0 18820 0 211237 0 0 0 PETERSON KALI PROGRAM OFFICER 163715 0 27941 0 493 0 13450 0 1801 0 207400 0 0 0 ROSENSTOCK LINDA DIRECTOR 37500 165000 0 0 0 0 0 0 0 0 37500 165000 0 0 NAVA-SCHELLINGER VIVIAN DIR, CI AND CA PARTNERSHIPS 175101 0 10653 0 320 0 13025 0 2323 0 201422 0 0 0 JONES BRANDON TREASURER 40000 134000 0 0 0 0 0 0 0 0 40000 134000 0 0 ORTIZ CELESTE DIRECTOR 40000 134000 0 0 0 0 0 0 0 0 40000 134000 0 0 PHILLIPS CHERYL CHAIRPERSON (START 1/1) 50000 120000 0 0 0 0 0 0 0 0 50000 120000 0 0 RUIZ DE LUZARIAGA FRANCESCA DIRECTOR 37500 114000 0 0 0 0 0 0 0 0 37500 114000 0 0 PART I, LINE 1A 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. THE CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY. PART I, LINE 4B PART I, LINE 4B: THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR ATER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PART VII: NO SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR. DEFERRED COMPENSATION FOR 2024, REPORTED ON SCHEDULE J, PART II, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE CONTRIBUTE TO, UP TO THE COMPANY'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS. PART I, LINE 7 INCENTIVE COMPENSATION IS PROVIDED TO ELIGIBLE PARTICIPANTS LISTED ON PART VII OF THE FORM 990. THE INCENTIVE COMPENSATION IS BASED ON ACHIEVEMENT OF PERFORMANCE GOALS AND IS THEN COMPUTED BASED ON A PERCENTAGE OF BASE COMPENSATION AND THE ASSESSED ACHIEVEMENT OF THE PERFORMANCE GOALS. THE PERFORMANCE GOALS ARE ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE BONUS AMOUNTS ARE DETERMINED BY THE COMPENSATION COMMITTEE (FOR ALL STAFF OTHER THAN THE CEO) AND THE BOARD OF DIRECTORS (FOR THE CEO) BASED ON THE ACHIEVEMENT OF THE PERFORMANCE GOALS. ADDITIONALLY, CERTAIN EMPLOYEES ARE ELIBIGLE FOR SPOT AWARDS AND OTHER ONE TIME BONUSES AT THE DISCRETION OF THE EXECUTIVE TEAM. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: DURING 2024, THE FOUNDATION FOCUSED ON PROGRESS ACROSS EACH OF THE STRATEGIC OBJECTIVES ABOVE. AS IN THE PAST, THE FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S STRATEGIC OBJECTIVES IN 2024: STRATEGIC OBJECTIVE #1. MODELS OF CARE EVOLVE MODELS OF CARE AND FINANCING SO THAT HEALTH AND AGING SUPPORTS REFLECT NEEDS AND PREFERENCES. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF A COORDINATED SYSTEM OF PERSON-CENTERED CARE. SUCCESSES NORC AT THE UNIVERSITY OF CHICAGO COMPLETED GROUNDBREAKING RESEARCH ON THE "NEAR DUAL" POPULATION, OFFERING AN UNPRECEDENTED ANALYSIS OF THIS VULNERABLE GROUP OF OLDER ADULTS' DEMOGRAPHICS, NEEDS, COVERAGE DYNAMICS, AND ACTIONABLE POLICY RECOMMENDATIONS. THE FINDINGS WERE SHARED DURING A WIDELY ATTENDED CAPSTONE WEBINAR FEATURING THE FOUNDATION, NORC LEADERS, AND KEY ADVISORS, INCLUDING THE NEW CALIFORNIA HEALTH AND HUMAN SERVICES SECRETARY, SPARKING IMPORTANT DIALOGUE ON POLICY IMPLICATIONS. THE PEOPLE SAY: THE FOUNDATION CO-LED A HIGHLY SUCCESSFUL PLENARY PRESENTATION AT THE NATIONAL ASSOCIATION OF MEDICAID DIRECTORS (NAMD) ANNUAL MEETING, SHOWCASING THE PEOPLE SAY PLATFORM AND FEATURING STORIES FROM OLDER ADULTS, DRAWING INTEREST FROM OVER 1,000 MEDICAID POLICYMAKERS AND STAKEHOLDERS. FOLLOW-UP INQUIRIES FROM KEY LEADERS, INCLUDING MEDICAID DIRECTORS AND HEALTH FOUNDATION EXECUTIVES, HIGHLIGHT THE PLATFORM'S IMPACT, FURTHER AMPLIFIED THROUGH TWO VIRTUAL BRIEFINGS ATTENDED BY NEARLY 300 FEDERAL AND STATE AGENCY EXPERTS. TO SUSTAIN THIS MOMENTUM, THE FOUNDATION AIMS TO EXPAND PEOPLE SAY TO NEW GEOGRAPHIES AND POPULATIONS. NATIONAL PLAN ON AGING: THE FOUNDATION IS CO-PLANNING TWO ADDITIONAL INTERAGENCY COORDINATING COMMITTEE ON HEALTHY AGING AND AGE-FRIENDLY COMMUNITIES LISTENING SESSIONS IN EARLY 2025, FOCUSING ON INDIGENOUS COMMUNITIES IN ARIZONA AND STAKEHOLDERS IN SAN DIEGO, CO-FUNDED BY THE JOHN A. HARTFORD FOUNDATION AND WEST HEALTH. ADDITIONALLY, THE FOUNDATION RELEASED A BLOG HIGHLIGHTING THE DEVELOPMENT OF THE NATIONAL PLAN ON AGING BY THE ADMINISTRATION FOR COMMUNITY LIVING (ACL). LONG-TERM CARE (LTC) FINANCING: AT THE OCTOBER 2024 SCAN FOUNDATION BOARD STRATEGIC PLANNING SESSION, DEAN ROSEN EMPHASIZED THE IMPORTANCE OF EDUCATION RELATED TO LONG TERM SERVICES AND SUPPORTS REFORMS. THE FOUNDATION'S FORTHCOMING LTC COMPENDIUM, DEVELOPED WITH UMASS BOSTON AND REVIEWED BY BIPARTISAN EXPERTS, WILL SERVE AS A TRUSTED RESOURCE FOR POLICYMAKERS. MEDICARE ADVANTAGE SUPPLEMENTAL BENEFITS: HEALTH AFFAIRS HAS ACCEPTED THE FOUNDATION'S CO-AUTHORED BLOG WITH ATI ADVISORY, ANALYZING MEDICARE ADVANTAGE SUPPLEMENTAL BENEFIT DATA AND HIGHLIGHTING BENEFICIARIES' LIVED EXPERIENCES, AIMING TO INFORM POLICYMAKERS UNDER THE NEW ADMINISTRATION AND CONGRESS. STATE POLICY THE SCAN FOUNDATION REMAINS A KEY LEADER IN ADVANCING HEALTH AND AGING POLICY IN CALIFORNIA, NAVIGATING A COMPLEX FISCAL AND POLITICAL LANDSCAPE IN 2025 THAT INCLUDES A PROJECTED $2 BILLION DEFICIT, SIGNIFICANT LEGISLATIVE TURNOVER, AND NEW ADMINISTRATIVE LEADERSHIP. THE APPOINTMENT OF KIM JOHNSON AS SECRETARY OF CALIFORNIA HEALTH AND HUMAN SERVICES PRESENTS AN OPPORTUNITY TO STRENGTHEN PARTNERSHIPS, LEVERAGING HER UNDERSTANDING OF TOTAL HEALTH BEYOND MEDICAL CARE TO ADVANCE THE FOUNDATION'S PRIORITIES. DESPITE ANTICIPATED FEDERAL MEDICAID CHANGES, THE STATE'S MASTER PLAN FOR AGING (MPA) CONTINUES TO SERVE AS A GUIDING FRAMEWORK FOR DEFENDING AND ADVANCING CRITICAL POLICY PROGRESS DURING THIS PERIOD OF UNCERTAINTY. MULTISECTOR PLAN FOR AGING (MPA) THE MULTISECTOR PLAN FOR AGING (MPA) MOVEMENT CONTINUED TO GROW STRONGER IN CALIFORNIA, OTHER STATES, AND AT THE FEDERAL LEVEL. THE FOUNDATION'S LEADERSHIP AND ENGAGEMENTS CONTINUED TO COMPEL MPA ADOPTION, FACILITATE CROSS-SECTOR RELATIONSHIPS, AND SHAPE REFORMS TO BETTER SUPPORT OLDER ADULTS. CALIFORNIA MPA: STATE ADMINISTRATION AND FOUNDATION PARTNERSHIP UPDATE THE SCAN FOUNDATION CONTINUED TO MANAGE THE MPA FUND WITH CONTRIBUTIONS FROM FIVE PHILANTHROPIES. IN 2024, A TOTAL OF $450,000 WAS CONTRIBUTED TO THE FUND, PROVIDING CRITICAL SUPPORT FOR THE ADVANCEMENT OF CA MPA INITIATIVES. THE FOLLOWING ARE EXAMPLES OF 2024 OUTCOMES FROM MPA FUND SUPPORTED PROJECTS. CA FOR ALL 2024: THE CA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS PROVIDED LOGISTICAL SUPPORT IN PLANNING AND DELIVERING THE CA DEPARTMENT OF AGING (CDA) CA FOR ALL AGES & ABILITIES: 2024 MASTER PLAN FOR AGING DAY OF ACTION WHERE 870 PEOPLE PARTICIPATED BOTH IN PERSON AND VIRTUALLY. BOTH FEDERAL AND STATE POLICYMAKERS PROVIDED REMARKS. CONSUMER PANEL FOR THE CA FOR ALL 2024: CENTER FOR HEALTH CARE STRATEGIES ORGANIZED A PANEL OF THREE INDIVIDUALS SHARING THEIR LIVED EXPERIENCES AT THE CA FOR ALL DAY OF ACTION. PANELISTS PROVIDED THE AUDIENCE WITH A DEEPER UNDERSTANDING OF REAL-WORLD IMPACTS OF POLICIES AND PROGRAMS AND IDENTIFIED PRIORITIES TO INFORM THE NEXT ITERATION OF MPA INITIATIVES. CALIFORNIA HEALTH INTERVIEW SURVEY (CHIS) PSYCHOLOGICAL DISTRESS DATA: CDA UPDATED THE DATA DASHBOARD ON AGING TO INCLUDE A KEY OUTCOME MEASURE FOR SERIOUS PSYCHOLOGIC DISTRESS USING THE CHIS DATA PURCHASED WITH SUPPORT FROM THE MPA FUND. COLLABORATIVE CONSULTING- WORKFORCE PROJECT: IN 2022, COLLABORATIVE CONSULTING ENGAGED IN A LANDSCAPE ANALYSIS AND STAKEHOLDER ENGAGEMENT, AS WELL AS THE SURVEY OF DIRECT CARE WORKERS ALL OF WHICH INFORMED WHAT BECAME CALGROWS. CDA RECENTLY CLOSED OUT CALGROWS WITH THE FOLLOWING RESULTS: A. MORE THAN DOUBLED THEIR GOALS WITH 30,000 DIRECT CARE WORKERS TRAINED AND $35M PAID OUT IN INCENTIVES. B. MANY OF THE 700 COURSES ARE ON THE CALGROWS CDA WEBSITE AND WILL BE TRANSFERRED TO THE STATE'S LEARNING MANAGEMENT SYSTEM. C. COLLABORATIVE CONSULTING'S FINAL REPORT WAS USED FOR CROSS-AGENCY WORKFORCE EFFORTS, WITH CDA RECENTLY CONVENING CROSS-AGENCY AND CALHHS DEPARTMENT PARTNERS TO EXPLORE HOW THE STATE MIGHT DEVELOP A SET OF CORE COMPETENCIES ACROSS WORKFORCE CATEGORIES. MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) STRENGTHS, WEAKNESSES, OPPORTUNITIES THREATS (SWOT) ANALYSIS: THE MSSP SWOT ANALYSIS WAS USED TO INFORM DEVELOPMENT OF THE REVISED MSSP WAIVER THAT WAS APPROVED BY CMS IN 2024. THE SWOT FINDINGS BUILT INTO THE UPDATED WAIVER SECURED A SIGNIFICANT WIN FOR MSSP STATEWIDE EXPANSION AND EXPANDED ELIGIBILITY TO THE 60+ POPULATION. HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM (HICAP) SWOT ANALYSIS: THE FINDINGS OF THE SWOT ANALYSIS INFORMED THE STATE'S CURRENT HICAP MODERNIZATION INITIATIVE WHICH WILL BE ROLLED OUT OVER 2025. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: CALIFORNIA LOCAL MPA EFFORTS THE SCAN FOUNDATION SUPPORTED THE DEVELOPMENT OF A RURAL MPA TOOLKIT PUBLISHED IN 2024 INFORMED BY LOCAL MPA EFFORTS IN THREE RURAL REGIONS. THE TOOLKIT DESCRIBES 10 STEPS FOR RURAL COMMUNITIES TO DEVELOP A LOCAL MPA AND INCLUDES CASE STUDIES AND LINKS TO OVER 125 TEMPLATES, TOOLS, AND EXTERNAL RESOURCES. THE TOOLKIT HAS BEEN UTILIZED IN CA AND RURAL COMMUNITIES ACROSS THE NATION. THE NEXT PHASE OF RURAL MPA-FOCUSED WORK KICKED OFF IN LATE 2024 DRAWING FROM THE NEEDS ASSESSMENTS AND DATA GATHERED AS PART OF THE CA RURAL MPA EFFORTS TO DEVELOP THREE POLICY BRIEFS BRINGING ATTENTION TO RURAL AGING BY HIGHLIGHTING CHALLENGES AND POLICY SOLUTIONS FOCUSED ON HOUSING AND HOMELESSNESS, LONG-TERM SERVICES AND SUPPORTS WORKFORCE, AND HEALTH CARE ACCESS. THE POLICY BRIEFS WILL BE PUBLISHED IN 2025. MPA IN OTHER STATES MPA INTEREST ACROSS STATES CONTINUES TO GROW. ENGAGEMENT IN THE CENTER FOR HEALTH CARE STRATEGIES (CHCS) COLLABORATIVE AND SURVEY RESULTS FROM A CHCS SURVEY ACROSS 50 STATES REVEAL: 27 STATES ARE ENGAGED IN MPA DEVELOPMENT AND/OR IMPLEMENTATION. 8 STATES HAVE OR EXPECT FUNDING TO SUPPORT MPA (FUNDING AMOUNTS RANGED FROM $70,000 PER YEAR FOR TWO YEARS TO $1 MILLION). THE FUNDING IS COMING FROM MULTIPLE SOURCES, INCLUDING STATE BUDGETS, AMERICAN RESCUE PLAN ACT (ARPA) FUNDS, PHILANTHROPY, STATE LOTTERY, AND NO WRONG-DOOR (NWD). 8 STATES ARE CURRENTLY SUPPORTING OR PLAN TO SUPPORT LOCAL MPA DEVELOPMENT/IMPLEMENTATION. THE THIRD PHASE OF THE MPA WORK WITH CHCS BUILDS ON THE FOUNDATION'S INVESTMENT AND ADVANCES THE FOUNDATION'S LEADERSHIP, AND INCLUDES: CONTINUING TO ENGAGE AND SUPPORT BEYOND OUR MPA LEARNING COLLABORATIVE COHORT 1 AND 2 STATES THROUGH CONTINUED TECHNICAL ASSISTANCE TO SUPPORT DEVELOPMENT AND IMPLEMENTATION EFFORTS; ENGAGING AND SUPPORTING SEVERAL NEW STATES THAT ARE JUST BEGINNING THEIR MPA JOURNEY AS PART OF A THIRD COHORT; CREATING A TOOLKIT AND IN-PERSON WORKSHOPS FOR STATES AND STAKEHOLDERS AT ALL STAGES OF MPA DEVELOPMENT TO LEARN ABOUT DEVELOPING, IMPLEMENTING, REFRESHING, AND MEASURING PROGRESS IN MPAS; AND SUPPORTED BY WEST HEALTH, THE DEVELOPMENT OF A NATIONAL AGING DASHBOARD FOR STATES CREATING MPAS AND NON-MPA STATES THAT ARE THINKING ABOUT DATA BUT DO NOT HAVE THEIR OWN AGING-FOCUSED DASHBOARD. NATIONAL MPA DEVELOPMENT AND SUPPORT TO STATES: THE SCAN FOUNDATION-FUNDED LISTENING SESSIONS THE ACL, THROUGH THE INTERAGENCY COORDINATING COMMITTEE (ICC) ON HEALTHY AGING AND AGE-FRIENDLY COMMUNITIES, SUBMITTED ITS INITIAL REPORT TO CONGRESS ON THE NATIONAL FRAMEWORK FOR AGING. THE FOUNDATION IS ACKNOWLEDGED AS A COLLABORATOR OF THE ICC. IN ADDITION, THE REPORT ACKNOWLEDGED THE FIRST OF FOUR SESSIONS THE FOUNDATION IS SUPPORTING, WITH PUBLIC POLICY LAB, TO ENSURE THE VOICES OF PEOPLE ARE HEARD AND AT THE CENTER OF THE NATIONAL PLAN. THIS FIRST SESSION WAS HELD MAY 3 IN WASHINGTON, DC, WHERE 80 OLDER ADULTS SHARED THEIR EXPERIENCES. AN ADDITIONAL 3 WERE IN PENNSYLVANIA, ALABAMA, AND TEXAS. AS PART OF THIS WORK A COMMUNITY ENGAGEMENT TOOLKIT WAS DEVELOPED TO SUPPORT OTHER COMMUNITIES AND STATES IN LISTENING TO AND INCORPORATING WHAT THEY HAVE HEARD INTO THE DEVELOPMENT OF THEIR MPA. STRATEGIC OBJECTIVE #2. DATA EQUITY DRIVE REPRESENTATION IN DATA COLLECTION AND ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM. EMERGING AI TECHNOLOGIES HOLD GREAT PROMISE TO IMPROVE HEALTHCARE AND SERVE VULNERABLE OLDER ADULTS, YET THE RAPID RATE OF DEVELOPMENT AND ADOPTION RAISES REAL CONCERNS AROUND FAIRNESS, ACCOUNTABILITY, AND TRANSPARENCY. DISPARITIES WILL INCREASE FOR THE FOUNDATION'S PRIORITY POPULATION IF THE FOUNDATION DOES NOT CHAMPION A STANDARD OF TECHNOLOGY-ENABLED CARE THAT IS ROOTED IN FAIRNESS AND QUALITY. THE FOUNDATION'S DATA PORTFOLIO CHAMPIONS SOLUTION-ORIENTED PROGRAMS THAT TAKE ACTION TO SAFEGUARD AND PROTECT VULNERABLE OLDER ADULTS AND PREVENT WIDENING HEALTH DISPARITIES FUELED BY UNREPRESENTATIVE DATA AND WEAK AI GOVERNANCE. SUCCESSES DURING 2024, THE FOUNDATION PARTNERED WITH LEADERS IN THIS SPACE ON NEW PROGRAMMATIC WORK THAT INVESTIGATED, ELEVATED, AND BEGAN TO SOLVE DATA-DRIVEN ISSUES FOR THE FOUNDATION'S PRIORITY POPULATIONS. DANDELION HEALTH: THE FOUNDATION'S PROJECT WITH DANDELION HAS MADE ALGORITHMIC VALIDATION MORE ACCESSIBLE AND ACCURATE THROUGH THE 2.0 LAUNCH OF THEIR "FREEMIUM" AUDIT TOOL THIS SPRING, NOW ANALYZING ALGORITHMS THAT LEVERAGE SOCIAL DETERMINANTS OF HEALTH AND CENSUS DATA. THIS SERVICE RESULTS IN MORE ACCURATE AND EFFICIENT AI DEPLOYMENT AND SETS HIGHER INDUSTRY STANDARDS, AMPLIFIED THROUGH DANDELION'S PARTNERSHIP WITH CHAI'S ASSURANCE LABS. THE FOUNDATION'S CAPSTONE WORK WILL BE PUBLISHING OUR RESEARCH IN ACADEMIC AND INDUSTRY OUTLETS TO DRIVE AWARENESS OF AGE BIAS AND REINFORCE THE IMPORTANCE OF REPRESENTATIVE DATASETS AND ACCESSIBLE VALIDATION TOOLS. THE FOUNDATION WILL CONTINUE WORKING WITH DANDELION BASED ON A RECENTLY APPROVED IMPACT INVESTMENT IN THE COMPANY, WHICH WILL ALLOW THE FOUNDATION TO CONTINUE SHAPING ITS FOCUS ON VULNERABLE POPULATIONS AND WILL ENSURE HOME AND COMMUNITY CARE PARTNERS HAVE THE APPROPRIATE TOOLS TO MITIGATE ALGORITHMIC BIAS AGAINST SUCH POPULATIONS. HEALTH AI PARTNERSHIP (HAIP): HAIP EXPLORED WHAT IT WOULD TAKE TO CREATE "PRACTICE NETWORKS" THAT BRING TOGETHER SELECTED COMMUNITY CLINICS ADOPTING AI SOLUTIONS WITH HAIP'S IMPLEMENTATION GUIDANCE AND BEST PRACTICES. THE FOUNDATION APPROVED A PLANNING GRANT IN FALL, 2024 TO PREPARE FOR A CALIFORNIA-FOCUSED PRACTICE NETWORK. THIS SUPPORTED AI DEPLOYMENT IN THE CALIFORNIA SAFETY NET IN THE FUTURE SO THAT VULNERABLE OLDER ADULTS WHO RECEIVE CARE IN HOME AND COMMUNITY WILL BENEFIT FROM EMERGING TECHNOLOGY AND AI. THIS WORK IS CO-FUNDED WITH THE CALIFORNIA HEALTH CARE FOUNDATION. CENTER FOR CARE INNOVATION (CCI): THE FOUNDATION'S SPONSORSHIP OF CCI'S 2024 SAFETY NET INNOVATION SUMMIT CONVENED PROVIDERS, COMMUNITY LEADERS, TECHNOLOGISTS, PHILANTHROPISTS, AND CARE INNOVATORS TO EXPLORE OPPORTUNITIES AND CHALLENGES IN AI IMPLEMENTATION. KEY THEMES INCLUDED GOVERNANCE, WORKFORCE ENGAGEMENT, AND PRIVACY. THIS EVENT ALSO HELPED RECRUIT CALIFORNIA COMMUNITY CLINICS FOR THE HAIP "PRACTICE NETWORK, AND RELEVANT PLAYERS TO INFORM OUR CERCA TOOLKIT, LED BY THE DIGITAL MEDICINE SOCIETY. STRATEGIC OBJECTIVE #3. FINANCIAL SECURITY IMPROVE OLDER ADULT FINANCIAL STABILITY THROUGH INCOME GENERATION, AND DEBT AND SAVINGS MANAGEMENT. THE FOUNDATION HAS SEEN HOW FINANCIAL INSECURITY IMPACTS AN INDIVIDUAL'S CHOICE IN WHERE AND HOW THEY AGE, PARTICULARLY THE ABILITY TO ACCESS AND AFFORD LONG-TERM SERVICES AND SUPPORTS. OLDER ADULTS ARE INCREASINGLY LOOKING TO EMPLOYMENT AS A LEVER TO INCREASE FINANCIAL SECURITY, BUT OLDER WORKERS ARE NOT BEING SET UP FOR SUCCESS. ENSURING THAT OLDER ADULTS WHO WANT TO WORK CAN FIND AND MAINTAIN QUALITY JOBS IS AN IMPORTANT FIRST STEP. ROOTED IN THE FOUNDATION'S COMMITMENT TO IGNITE BOLD AND EQUITABLE CHANGES IN HOW OLDER ADULTS AGE IN BOTH HOME AND COMMUNITY, THE AIM IS TO CATALYZE INNOVATIVE SOLUTIONS THAT HELP OLDER ADULTS GENERATE AND MANAGE INCOME THROUGH QUALITY JOBS. SUCCESSES GENERATION: YOU EMPLOYED: THE FOUNDATION'S 2024 RESEARCH WITH GENERATION EXPLORED THE IMPACT OF AI ON OLDER WORKERS, REVEALING THAT MANY EMPLOYERS ARE MISSING OPPORTUNITIES TO FULLY LEVERAGE AI, PARTICULARLY WITH EXPERIENCED WORKERS. THE REPORT, FEATURED IN FORBES, PERSONNEL TODAY, HR GUIDE, AND PRESENTED BY GENERATION AT THE AGE EQUITY ALLIANCE FORUM, FOUND THAT EMPLOYERS ANTICIPATE A DECLINE IN ENTRY- AND MID-LEVEL HIRING BY 22% TO 60% OVER THE NEXT YEAR, WHICH IS LIKELY TO EXACERBATE AGE BIAS IN THE WORKFORCE. THE SURVEY ALSO FOUND THAT AGEISM IN HIRING WAS AMPLIFIED FOR ROLES THAT USE AI, WITH 90% OF HIRING MANAGERS IN THE U.S. LIKELY TO CONSIDER CANDIDATES UNDER AGE 35 FOR AI-RELATED ROLES, COMPARED TO ONLY 32% FOR THOSE OVER AGE 60. GENERATION: YOU EMPLOYED: AS JOBS IN TRADITIONAL INDUSTRIES DECLINE, OLDER WORKERS IN RURAL AREAS FACE AN UPHILL BATTLE OF BOTH RESKILLING FOR NEW INDUSTRIES AND FINDING WORK LOCALLY IN THEIR RURAL COMMUNITIES. WITHOUT INTERVENTIONS, SUCH AS TARGETED TRAINING PROGRAMS FOR NON-TRADITIONAL ECONOMIES, ECONOMIC MOBILITY IN THESE REGIONS WILL REMAIN CONSTRAINED AND THE FINANCIAL SECURITY OF OLDER ADULTS WILL CONTINUE TO BE AT RISK. IN 2024 THE FOUNDATION FUNDED A PILOT PROGRAM TO RETRAIN OLDER WORKERS IN REMOTE AREAS FOR REMOTE ROLES, OFFERING THEM HIGH-QUALITY JOB OPPORTUNITIES SO THAT THEY CAN AFFORD COMMUNITY-BASED SUPPORTS AND REMAIN IN THEIR COMMUNITIES. THE SCAN FOUNDATION'S SUPPORT FUNDED THE PARTICIPATION OF THE MID-CAREER AND OLDER WORKERS FROM RURAL COMMUNITIES IN APPALACHIA. THE PROGRAM PRODUCED RELEVANT LEARNINGS FOR OTHER RURAL COMMUNITIES, WHICH WE INTEND TO APPLY IN CALIFORNIA. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: STRATEGIC OBJECTIVE #4. HEALTH EQUITY IN AGING REDUCE HEALTH DISPARITIES AND IMPROVE THE LIVES OF ALL OLDER ADULTS. IN OCTOBER 2022, THE FOUNDATION LAUNCHED THE ADVANCING HEALTH EQUITY IN AGING INITIATIVE TO REDUCE HEALTH DISPARITIES AND IMPROVE THE LIVES OF OLDER ADULTS FROM HISTORICALLY UNDERSERVED COMMUNITIES. IN 2024, OUR EFFORTS WERE FOCUSED ON ACTIVATING A DIVERSE, CROSS-SECTOR NETWORK OF AGING, DISABILITY, AND OTHER ADVOCATES FOR VULNERABLE POPULATIONS, ALONG WITH OLDER ADULTS WITH LIVED EXPERIENCE. SUCCESSES HARNESSING MOMENTUM HARNESSING MOMENTUM (HM) HAS PROVEN TO BE A VALUABLE TOOL FOR EDUCATION AND AWARENESS OF SOME OF THE MOST RELEVANT CHALLENGES FACING HEALTH DISPARITIES OF OLDER ADULTS IN CA AND NATIONALLY. HM IS THE FIRST OF ITS KIND PARTNERSHIP PLATFORM- DESIGNED TO ENGAGE WITH NEW AND EXISTING PARTNERS TOWARDS A COMMON GOAL OF INCREASING THE IMPORTANCE OF A CROSS-SECTOR CONVERSATION TO GAIN ATTENTION TO THE ISSUES IMPACTING VULNERABLE OLDER ADULTS IN ALIGNMENT TO CONTRIBUTE TO A SHIFT IN POWER AND INTENT TO HARMONIZE ACROSS SECTORS PRESENT IN OUR EIP 2: HEALTH EQUITY. HM CONTINUED ITS VIRTUAL PROGRAMMING AND COLLECTIVE ACTION OPPORTUNITIES IN 2024 BY MEETING THE FOLLOWING OBJECTIVES AND KEY ACTIVITIES: TO PROVIDE A VIRTUAL FORUM FOR EDUCATION, NETWORKING, AND EXPLORATION OF HEALTH DISPARITY ISSUES FOR THE DIVERSE COMMUNITIES OF CA. TO FACILITATE THE CREATION OF MEANINGFUL PARTNERSHIPS BETWEEN ADVOCATES, CROSS-SECTOR LEADERS, & PHILANTHROPY IN CA AND NATIONALLY. UNITED FOR HEALTH EQUITY IN AGING SUMMIT ON SEPTEMBER 18TH, THE SCAN FOUNDATION HOSTED ITS SECOND ANNUAL UNITED FOR HEALTH EQUITY IN AGING SUMMIT ENGAGING WITH OVER 200 ATTENDEES FROM THE AGING, DISABILITY SECTORS AND OTHER ADVOCATES FOR VULNERABLE COMMUNITIES. THE FOUNDATION'S COMMUNITY IMPACT TEAM WORKED WITH A GROUP OF 10 DIVERSE EXPERTS HEALTH EQUITY (HE) ADVISORS TO GUIDE THIS WORK/EVENT. A NOTEWORTHY 98% OF ATTENDEES RATED THE EVENT AS EXCELLENT OR GOOD - CONFIRMATION OF THE VALUE AND IMPACT THAT THE FOUNDATION CONTINUES TO DELIVER TO STAKEHOLDERS. 2024 SUMMIT: OPENING KEYNOTE FROM MANUEL PASTOR, DIRECTOR OF USC DORNSIFE EQUITY RESEARCH INSTITUTE, DISTINGUISHED PROFESSOR OF SOCIOLOGY, WHO DISCUSSED WHERE POLICY CAN PLAY A ROLE IN CENTERING EQUITY, AND THE NECESSARY MOVEMENT BUILDING TO CREATE A MORE INCLUSIVE FUTURE. AFTERNOON KEYNOTE: CIVIL RIGHTS ICON AND TRAILBLAZER DOLORES HUERTA, HIGHLIGHTED THE POWER OF MOVEMENT-BUILDING, THE VALUE OF INTERGENERATIONAL AND CROSS-SECTOR PARTNERSHIPS, AND THE VITAL LINKS BETWEEN HEALTH, CULTURE, AND INCOME IN THE U.S., DRAWING FROM HER LIFE AND EXPERIENCES. THREE PLENARIES FOCUSED ON HOW TO LEAD CHANGE WHEN THE JOURNEY IS DIFFICULT; STATE OF THE STATE OF HEALTH EQUITY; AND EARLY LEARNINGS ON COMMUNITY-DRIVEN CHANGE: EQUITY COMMUNITY ORGANIZING (ECO) GROUPS. CLOSING KEYNOTE: DANIEL DAWES, SENIOR VICE PRESIDENT, GLOBAL HEALTH & FOUNDING DEAN OF THE SCHOOL OF GLOBAL HEALTH AT MEHARRY MEDICAL COLLEGE AND AUTHOR OF THE POLITICAL DETERMINANTS OF HEALTH ON HIS FIRSTHAND EXPERIENCE SHAPING MAJOR FEDERAL POLICIES. HE PROVIDED A HISTORY OF THE SEEMINGLY INSEPARABLE INTERCONNECTION OF POLITICS AND HEALTH, AS WELL AS A NOVEL NON-PARTISAN, MULTIDISCIPLINARY FRAMEWORK FOR ADDRESSING EXISTING BARRIERS. FOR THE FIRST TIME, THE FOUNDATION HOSTED (8) VIRTUAL WATCH PARTIES, WITH 184 OLDER ADULTS ACROSS THE STATE TO EXPAND ACCESS TO & ENGAGEMENT IN THE SUMMIT BY COMMUNITY MEMBERS. EQUITY COMMUNITY ORGANIZING (ECO) GROUPS FOUR COMMUNITIES IN CALIFORNIA BEGAN WORKING TO CREATE ECO GROUPS IN 2024. THESE GROUPS ARE COMPRISED OF COMMUNITY MEMBERS AND STAKEHOLDERS. AT LEAST 50% OF THE MEMBERS ARE PEOPLE 65 OR OLDER. THE GROUPS ARE IDENTIFYING CHALLENGES IN THEIR COMMUNITY AND CODESIGNING SOLUTIONS TO ADDRESS THESE TO ENSURE OLDER ADULTS CAN THRIVE IN THEIR COMMUNITY. THE COMMUNITIES AND THEIR FOCUS AREAS INCLUDE: IMPERIAL COUNTY - COMMUNITY GATHERING AND SHARED SPACES, SOCIAL AND RECREATIONAL ENGAGEMENT, CONNECTION, SUPPORT, AND RESOURCES, PUBLIC AND INSTITUTIONAL PARTNERSHIPS, AND FOOD AND HOUSING ACCESS FOR ALL. LOS ANGELES COUNTY BLACK ELDERING BILL OF RIGHTS FOCUSED ON HEALTH CARE AND END OF LIFE, ECONOMIC JUSTICE AND COMMUNITIES OF CARE OF CONNECT. SAN FRANCISCO COUNTY FOCUS ON BELONGING AND SUPPORT THROUGH AN ELDER CARE HOTLINE AND A FRIENDSHIP BENCH. SONOMA COUNTY WORKING TO ADDRESS LANGUAGE BARRIERS AND ACCESS TO HOUSING. LGBTQIA+ FOCUS GROUPS FROM JANUARY 8MARCH 31, 2024, THE CALIFORNIA DEPARTMENT OF AGING FIELDED THE FIRST-EVER SURVEY TO COLLECT INFORMATION ABOUT THE EXPERIENCES AND NEEDS OF THE LGBTQIA+ COMMUNITY IN CALIFORNIA TO IMPROVE SERVICES AND POLICIES THAT IMPACT THEIR LIVES. MORE THAN 4,000 SURVEYS WERE RECEIVED, DOUBLE WHAT WAS ANTICIPATED. EIGHTY PERCENT OF RESPONSES WERE FROM WHITE PEOPLE AND URBAN AREAS. CO-FUNDING FOR 10 FOCUS GROUPS BETWEEN THE FOUNDATION, CALIFORNIA HEALTH CARE FOUNDATION, AND METTA FUND. FOUR WILL BE OFFERED TO COMMUNITIES WHERE ECO GROUPS ARE OCCURRING, WHILE THE REMAINDER WILL BE TARGETED AT OLDER ADULTS OF COLOR WHO ARE LOW INCOME. AS OF OCTOBER 1, 21 FOCUS GROUPS WITH 188 PARTICIPANTS HAVE BEEN COMPLETED. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION'S ARTICLES OF INCORPORATION PROVIDE THAT AMENDMENTS TO THE ARTICLES GENERALLY MAY BE ADOPTED IF APPROVED BY THE BOARD OF DIRECTORS WITH A TWO-THIRDS MAJORITY. HOWEVER, WITH RESPECT TO ANY AMENDMENTS TO THE PURPOSES CLAUSE OF THE ARTICLES, INCLUDING THE REQUIREMENT THAT THE FOUNDATION BE ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE SCAN HEALTH PLAN, THE FOUNDATION MUST OBTAIN THE WRITTEN APPROVAL OF THE CALIFORNIA DEPARTMENT OF MANAGED HEALTHCARE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY DELOITTE TAX, WORKING IN CONJUNCTION WITH THE SCAN FOUNDATION EXECUTIVE TEAM AND FINANCE/OPERATIONS LEADERSHIP. THE SCAN FOUNDATION'S SR DIRECTOR OF FINANCE AND OPERATIONS HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY 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 FOUNDATION'S GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 AND ENSURES ACCURACY OF DESCRIPTIONS AND THAT DISCLOSURE IS COMPLETE. 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 AND ACCEPTED FOR FILING 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 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 IS 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. QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT, REGARDING SUCH REPORT 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 2024 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 COMPENSATION AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE COMPENSATION CONSULTANT PROVIDES AN EXECUTIVE COMPENSATION REPORT 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 IS 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. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY THE COMPENSATION CONSULTANT REGARDING SUCH REPORT 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 2024 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 IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,756. COMMUNICATIONS SERVICES: PROGRAM SERVICE EXPENSES 353,448. MANAGEMENT AND GENERAL EXPENSES 232,999. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 586,447. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,465. PROGRAM CONSULTANT: PROGRAM SERVICE EXPENSES 501,801. MANAGEMENT AND GENERAL EXPENSES 876,787. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,378,588. PART X, LINE 13, INVESTMENTS, PROGRAM RELATED: INVESTMENTS PROGRAM RELATED INCLUDE BOTH MISSION IMPACT INVESTMENTS ("MIIS") AND PROGRAM INVESTMENTS ("PIS") MISSION IMPACT INVESTMENTS 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. PROGRAM INVESTMENTS ARE MADE IN ADDITION TO TRADITIONAL GRANTS AND EXTERNAL PROGRAM EXPENSES. FORM 990, PART XI, LINE 9: UNEXPENDED GRANTS 215,108. FORM 990, PART XI, LINE 9 UNEXPENDED PORTIONS OF GRANTS: THE SCAN FOUNDATION KEEPS TRACK OF ITS GRANTEE'S SPENDING TO ENSURE THAT THE DOLLARS ARE SPENT TOWARDS THE INTENDED GRANT PURPOSES. IF A PROJECT SPENDS LESS THAN THE INITIAL GRANT AMOUNT, THE SCAN FOUNDATION WRITES OFF THE REMAINING AMOUNT OR THE UNSPENT FUNDS ARE REFUNDED TO THE SCAN FOUNDATION. SCAN GROUP 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 953826037 ADMIN SUPPORT CA 501(C)(3) 12B, II N/A 0 SCAN HEALTH PLAN 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 953858259 MEDICARE ADVANTAGE CA 501(C)(3) 10 SCAN GROUP 1 SCAN HEALTH PLAN NEVADA INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 854288083 MEDICARE ADVANTAGE NV 501(C)(4) SCAN GROUP 1 SCAN DESERT HEALTH PLAN INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 854275186 MEDICARE ADVANTAGE AZ 501(C)(4) SCAN GROUP 1 SCAN HEALTH PLAN TEXAS INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 872944493 MEDICARE ADVANTAGE TX 501(C)(4) SCAN GROUP 1 HEALTHCARE IN ACTION 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 871858798 MEDICARE ADVANTAGE CA 501(C)(3) 10 SCAN GROUP 1 SCAN HEALTH PLAN (NM) 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 920651838 MEDICARE ADVANTAGE NM 501(C)(4) SCAN GROUP 1 SCAN HEALTH PLAN (WA) 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 332221084 MEDICARE ADVANTAGE WA 501(C)(4) SCAN GROUP 1 HEALTHCARE IN ACTION MEDICAL GROUP 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 871942811 HEALTHCARE CA N/A C 1 WELCOME HEALTH INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 863730275 MANAGEMENT CA N/A C 1 WELCOME HEALTH MEDICAL GROUP 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 872705807 HEALTHCARE CA N/A C 1 WELCOME HEALTH OF CALIFORNIA INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 920363899 HEALTHCARE CA N/A C 1 THE RESIDENTIALIST GROUP INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 330969912 MANAGEMENT CA N/A C 1 HOUSECALL DOCTORS MEDICAL GROUP INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 043644245 HEALTHCARE CA N/A C 1 RESIDENTIALIST HOUSECALL MEDICAL GROUP PC 4190 CITY AVE SUITE 528 PHILADELPHIA PA 19131 474053626 HEALTHCARE PA N/A C 1 PROSPER SERVICES LLC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 872979343 MANAGEMENT DE N/A C 1 MYPLACE GREATER LA PACE INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 881512241 HEALTHCARE CA N/A C 1 MYPLACE SOUTH LA PACE INC 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 923486437 HEALTHCARE CA N/A C 1 MYPLACE CARE PARTNERS PC 121 S MOUNTAIN VIEW AVE LOS ANGELES CA 90057 932403550 HEALTHCARE CA N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 SCAN GROUP P 160576 BOOK VALUE SCAN HEALTH PLAN P 332154 BOOK VALUE 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.