SCAN Health Plan

What it reported doing in 2024

Independence at home: scan's mission of keeping seniors healthy and independent is not limited to scan members. Scan recognizes its responsibility to enhance the quality of life for all those in the communities we serve. To that end, scan sponsors and promotes innovative geriatric research, invests in significant community education and outreach efforts, and supports like-minded community organizations through grants. The cornerstone of scan's community engagement comes through independence at home (iah), scan's community benefit division.through the programs run by iah, scan has connected with over 24,000 older adults and caregivers in 2024iah is funded by state contract as well as scan health plan. The programs are geared to support the underserved, frail and disabled older adults and their caregivers in our community.iah's hallmark direct care programs are:- multipurpose senior services program (mssp): since 1977, this program has provided long-term in-home care management for adults 65 plus who qualify for medi-cal.- insights: this program provides mental health support for older adults and their caregivers.-community health education: this program provides classes and workshops on a variety of topics to encourage healthy aging and healthy lifestyles. -homeless services: this program provides care management and housing navigation support for older adults experiencing housing insecurity.-t.e.c. (technology, education, coaching): this program provides digital literacy training for older adults and their caregivers. -scankind: this program procures health related goods and resources for the unmet needs of older adults.for the year ending december 31, 2024, independence at home incurred $19,896,969 in program expenses including assistance of $ 4,916,406 paid to other non-profit organizations. Scan health plan community giving program: scan's community giving (cg) program is focused on meeting an individual's basic needs including nutrition, shelter, health and socialization, and on enhancing an individual's ability to remain independent in their own community. This is accomplished through one-time operating grants. The scan community giving staff identify organizations whose mission aligns with the program priorities. As a result of this approach, the majority of grantees are identified and contacted by our staff.in 2024, scan community giving program awarded 66 grants to 64 organizations and provided 15 sponsorships totalling $912,000.scan health plan gave $1.4 million in grants to healthcare in action, inc. This organization was formed to provide and arrange medical, health care, and care management services to populations experiencing homelessness and low-income medicare and dually eligible medicare-medicaid populations.scan health plan gave $46,906 for student scholarships to chapman university.scan health plan gave $50,000 for medical debt relief to medical debt resolution, inc., dba rip medical debt and $107,500 in sponsorships. Policies and procedures: a. Identification and vetting of potential program grantees- the director and community giving staff, collaborate with various scan health plan departments (i.e., health care services and independence at home) and reputable agencies to identify prospective grantee organizations. The prospective grantees undergo the community giving vetting process and are measured against the following criteria: 1) alignment with the scan health plan mission; 2) verified status as a nonprofit or governmental agency with tax-exempt status; 3) history of direct service to older adults and caregivers and 4) operational history, with a minimum of three years as a legal entity. Successful candidates are added to the larger scan health plan grantee pool.b. Short listing potential grantees - the director and community giving staff use various methods, including outbound calls, internet research, local 2-1-1, nonprofit 990 databases, foundation directories and nonprofit & social service sector i

Financial Efficiency

• Mission deployment rate: 96.3%; rating input score 96
• Program expense ratio: 97.6%; rating input score 98
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 94.1%; rating input score 94; 28th percentile among comparable filings
• Pay-setting controls: 0 of 6 controls in place; rating input score 0
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Missing
• Foreign activity oversight: Limited
• Grant itemization coverage: 96.3%; rating input score 96; 29th percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Yes; rating input score 100

Accountability

• Independent voting board: 92.3%; rating input score 92; 41st percentile among comparable filings
• Governance controls: 7 of 9 controls in place; rating input score 78
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: Fail
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 0.7%; rating input score 36; 36th percentile among comparable filings
• Total-asset coverage ratio: 0.21; rating input score 6; 6th percentile among comparable filings
• Liabilities to assets ratio: 0.32; rating input score 54; 54th percentile among comparable filings
• Officer compensation ratio: 0.3%; rating input score 89; 89th percentile among comparable filings

Growth

• Program expense growth: 10.5% per year; rating input score 100; 76th percentile among comparable filings
• Revenue growth: 8.8% per year; rating input score 100; 72nd percentile among comparable filings
• Asset growth: 1.4% per year; rating input score 100; 12th percentile among comparable filings