SCAN Group

Nonprofit profile at a glance

EIN
953826037
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Long Beach, CA, USA
Phone
5629895100
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Single Organization Support

Official website

Reported finances

Revenue
$8,089,806
Expenses
$13,094,192
Assets
$233,433,824
Liabilities
$46,288,486

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • JAIN MD SACHIN H (PRESIDENT & CEO)
  • SCHULTE KAREN H (PRESIDENT, MEDICARE)

Highest reported compensation

  • JAIN MD SACHIN H (PRESIDENT & CEO): $5,866,440 total reported compensation
  • PLUMB MICHAEL (CHIEF FINANCIAL OFFICER): $1,993,690 total reported compensation
  • MONK NANCY J END 122024 (CHIEF OPERATIONS OFFICER): $1,845,508 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

SCAN Group's mission is to support healthier aging.

What it reported doing in 2024

Scan group is a California nonprofit public benefit corporation and an irc section 501(c)(3) type ii supporting organization to its related section 501(c)(3) tax exempt organizations. Scan group supports the 501(c)(3) scan health plan in activities in support of the mission of scan health plan to keep seniors healthy and independent. Scan group provides support services to the 501(c)(3) scan foundation, whose mission is to advance a coordinated and easily navigated system of high-quality services for older adults that preserve dignity and independence. Scan group continues to make investments in organizations that will support its primary of mission of keeping senior healthy and independent by expanding its scan health plan, a medicare advantage plan offerings into the states of Nevada, Arizona, Texas, New Mexico, and Washington. Scan group has launched four mission-aligned medical groups, including healthcare in action, welcome health, homebase medical and myplace health, each of which focuses on meeting the needs of older adults.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 94
  • Accountability: 95
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 47.9%; rating input score 48
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 92.3%; rating input score 92; 23rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -61.9%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 17.83; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0.2; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: 169.9%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: 38.6% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 14.5% per year; rating input score 100; 81st percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 61st percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 47.9% of spending went to programs
  • Governance: 12 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $6.3M in reported program spending
  • Leadership: top reported pay $5.9M · 29 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $6.9M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes executive pay and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 26 filed money-flow records
  • Related organizations: 21 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 48/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.