HEALTHCARE IN ACTION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEALTHCARE IN ACTION INC (EIN 87-1858798)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349314403
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T13:57:55-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121700 OXNARD ST STE 300AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871858798EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTHCARE IN ACTION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone2136696453PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90806ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVINITA I SUBAIYAPersonNm
Person TitleCEOPersonTitleTxt
Phone2136696453PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone8185771900PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVINITA I SUBAIYAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90806ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,392,368GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEALTHCAREINACTION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionHEALTHCARE IN ACTION, INC PROVIDES HEALTHCARE FOR PATIENTS (SEE SCHEDULE O) EXPERIENCING HOMELESSNESS, OLDER ADULTS, AND OTHER VULNERABLE INDIVIDUALS WHO ARE EXPERIENCING HOMELESSNESS. WE SERVE PATIENTS EXPERIENCING HOMELESSNESS THROUGH AN INNOVATIVE "STREET MEDICINE" APPROACH BY CONTRACTING WITH MEDICARE AND MEDICAID HEALTH PLANS AS WELL AS HOSPITALS AND HEALTH SYSTEMS.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee208TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,611,405PYContributionsGrantsAmt
CY Contributions Grants$15,724,975CYContributionsGrantsAmt
PY Program Service Revenue$4,156,078PYProgramServiceRevenueAmt
CY Program Service Revenue$10,157,824CYProgramServiceRevenueAmt
PY Investment Income$10,418PYInvestmentIncomeAmt
CY Investment Income$5,417CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$504,152CYOtherRevenueAmt
PY Total Revenue$14,777,901PYTotalRevenueAmt
CY Total Revenue$26,392,368CYTotalRevenueAmt
PY Grants And Similar Paid$902,954PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$75CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$11,743,593PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,515,445CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,041,523PYOtherExpensesAmt
CY Other Expenses$3,688,244CYOtherExpensesAmt
PY Total Expenses$14,688,070PYTotalExpensesAmt
CY Total Expenses$22,203,764CYTotalExpensesAmt
PY Revenues Less Expenses$89,831PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,188,604CYRevenuesLessExpensesAmt
Total Assets BOY$4,668,487TotalAssetsBOYAmt
Total Assets EOY$9,151,446TotalAssetsEOYAmt
Total Liabilities BOY$2,319,538TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,850,456TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,348,949NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,300,990NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SERVE PATIENTS EXPERIENCING HOMELESSNESS THROUGH AN INNOVATIVE "STREET MEDICINE" APPROACH BY CONTRACTING WITH MEDICARE AND MEDICAID HEALTH PLANS AS WELL AS HOSPITALS AND HEALTH SYSTEMS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$17,763,027ExpenseAmt
Grant$75GrantAmt
Revenue$10,157,824RevenueAmt
DescHEALTHCARE IN ACTION, INC (HIA) PROVIDES MEDICAL, BEHAVIORAL HEALTH, ADDICTION, AND CASE MANAGEMENT SERVICES TO UNHOUSED RESIDENTS IN CALIFORNIA. HIA WAS ESTABLISHED IN 2021 AND HAS BEEN SERVING MEDICAID MANAGED CARE MEMBERS AS A MEDICAL SERVICES PROVIDER, AS WELL AS AN ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORT SERVICES PROVIDER, SINCE JANUARY OF 2022. ONE OF THE UNIQUE FEATURES OF HIA IS ITS MOBILE HEALTH SERVICES, WHICH TRAVELS TO DIFFERENT LOCATIONS IN THE COMMUNITIES TO PROVIDE HEALTHCARE SERVICES TO HOMELESS INDIVIDUALS WHERE THEY RESIDE. THE MOBILE CLINIC IS STAFFED BY HEALTHCARE PROFESSIONALS, INCLUDING MEDICAL PROVIDERS, NURSES, COMMUNITY HEALTH WORKERS, AND SOCIAL WORKERS, WHO PROVIDE CARE TO INDIVIDUALS IN NEED. THE OVERARCHING GOALS OF HIA INCLUDE IMPROVING THE HEALTH OF (SEE SCHEDULE O)UNHOUSED POPULATIONS AS WELL AS HELPING THEM OBTAIN SUSTAINABLE HOUSING.HIA IS DIVIDED INTO TWO SERVICE LINES:ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORTS, WHICH INCLUDES ALL UNLICENSED SERVICES AIMED AT ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH FOR HIA PATIENTS. THESE SERVICES INCLUDE CARE COORDINATION, HOUSING NAVIGATION, TRANSPORTATION, AND SUPPORT WHICH ADDRESS OBTAINING OTHER HEALTH-RELATED SOCIAL SERVICES SUCH AS SUBSIDIZED FOOD, DISABILITY, AND OTHER PUBLIC PROGRAMS. THESE SERVICES ARE LARGELY FUNDED THROUGH CONTRACTS WITH MEDICAID MANAGED CARE PLANS, SUPPORTED BY CALIFORNIA'S ADVANCING AND INNOVATING MEDI-CAL (CALAIM) PROGRAM. HIA'S UNLICENSED CASE MANAGEMENT PROVIDERS ARE EMPLOYED BY HEALTHCARE IN ACTION, INC., A 501(C)(3) NON-PROFIT ORGANIZATION THAT IS A FULLY OWNED SUBSIDIARY OF THE SCAN GROUP. MEDICAL SERVICES INCLUDE: GENERAL MEDICAL CARE, BEHAVIORAL HEALTH SERVICES, AND ADDICTION TREATMENT, PROVIDED BY LICENSED MEDICAL PROVIDERS. THESE SERVICES ARE SUPPORTED THROUGH A MIX OF PHILANTHROPIC FUNDING, MEDICAL SERVICE CONTRACTS WITH MEDICAID MANAGED CARE PLANS, AND DIRECT SERVICE CONTRACTS WITH A VARIETY OF HOSPITALS AND MUNICIPALITIES. HIA'S LICENSED MEDICAL PROVIDERS ARE EMPLOYED BY HEALTHCARE IN ACTION MEDICAL GROUP, A CALIFORNIA PROFESSIONAL MEDICAL CORPORATION OWNED BY HIA PHYSICIANS.Desc
Total Program Service Expenses$17,763,027TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee208EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVIRGINIA A HAVAIPersonNm
Phone5629895100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13800 KILROY AIRPORT WAY STE 100AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908065616ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JAIN MD SACHIN H
DIRECTOR0.5039.50Yes (X)$0$3,970,505$1,895,935
PLUMB MICHAEL
TREASURER0.5039.50Yes (X)$0$1,197,368$796,321Yes (X)
DELPHIN-RODRIGUEZ RENEE C
SECRETARY1.0039.00Yes (X)$0$864,149$608,127Yes (X)
HOCHMAN MICHAEL
CEO (THRU 07/24)15.0025.00Yes (X)$0$537,140$51,532Yes (X)
LI RONA
CHAIR (AS OF 05/24)2.0038.00Yes (X)$0$331,175$182,541Yes (X)
BELL KATHLEEN G
DIRECTOR AND COO - HIA35.005.00Yes (X)$373,882$0$25,789Yes (X)
SUBAIYA VINITA I
INTERIM CEO (AS OF 07/24)40.000.00Yes (X)$165,385$0$0Yes (X)
HAWKINS GINETTE
SVP, CHIEF RISK OFFICER1.0039.00$0$517,232$317,795Yes (X)
GONZALEZ JOSE
HIA, MG, MEDICAL VP PORTCO29.0011.00$0$411,575$133,283Yes (X)
SOLARES JESSICA
DIRECTOR CLINICAL OPERATIONS40.000.00$208,297$0$41,354Yes (X)
KASKA BENJAMIN C
VP, CLINICAL OPERATIONS20.0020.00$233,275$0$78,847Yes (X)
SALUJA SONALI
HIA, MG, MEDICAL VP PORTCO5.0035.00$0$376,380$119,439Yes (X)
CORE MICHAEL
HIA, MG, MEDICAL VP PORTCO15.0025.00$0$322,102$137,927Yes (X)
MENACHO EDWARD
MED DIR, PORTCO40.000.00$253,085$0$47,433Yes (X)
MILAN BENNIE-JOHN
PHYSICIAN ASSISTANT40.000.00$193,179$0$42,692Yes (X)
SPELLER DANIEL
PHYSICIAN ASSISTANT40.000.00$188,247$0$44,876Yes (X)
PORTER MELODY
DIRECTOR OF CLINICAL OPS40.000.00$164,932$0$42,177Yes (X)
FINCH II ROBERT
LEAD STREET PHYSICIAN ASSISTANT40.000.00$181,318$0$66,511Yes (X)
SHETH DEEPA
FORMER DIRECTOR0.000.00$0$836,477$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,961,600TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,364,103TotReportableCompRltdOrgAmt
Total Other Compensation$4,632,579TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K29IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$3,800,000RelatedOrganizationsAmt
Government Grants$9,971,920GovernmentGrantsAmt
All Other Contributions$1,953,055AllOtherContributionsAmt
Total Contributions$15,724,975TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHEALTHCARE RELATED REVDesc
Business900099BusinessCd
Total Revenue Column$10,157,824TotalRevenueColumnAmt
Related Or Exempt Func Income$10,157,824RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$10,157,824TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,417TotalRevenueColumnAmt
Exclusion$5,417ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEE REVENUEDesc
Business561000BusinessCd
Total Revenue Column$504,152TotalRevenueColumnAmt
Exclusion$504,152ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$504,152OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,392,368TotalRevenueColumnAmt
Related Or Exempt Func Income$10,157,824RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$509,569ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75TotalAmt
Program Services$75ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,647,320TotalAmt
Program Services$1,317,856ProgramServicesAmt
Management And General$329,464ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,657,706TotalAmt
Program Services$10,126,165ProgramServicesAmt
Management And General$2,531,541ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$897,119TotalAmt
Program Services$717,695ProgramServicesAmt
Management And General$179,424ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,322,903TotalAmt
Program Services$1,858,322ProgramServicesAmt
Management And General$464,581ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$990,397TotalAmt
Program Services$792,318ProgramServicesAmt
Management And General$198,079ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$46,154TotalAmt
Program Services$36,923ProgramServicesAmt
Management And General$9,231ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$131,164TotalAmt
Program Services$104,931ProgramServicesAmt
Management And General$26,233ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,848,679TotalAmt
Program Services$1,478,944ProgramServicesAmt
Management And General$369,735ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,397TotalAmt
Program Services$1,118ProgramServicesAmt
Management And General$279ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$69,543TotalAmt
Program Services$55,634ProgramServicesAmt
Management And General$13,909ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$762,166TotalAmt
Program Services$609,733ProgramServicesAmt
Management And General$152,433ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$131,503TotalAmt
Program Services$105,202ProgramServicesAmt
Management And General$26,301ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$237,936TotalAmt
Program Services$190,349ProgramServicesAmt
Management And General$47,587ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$14,664TotalAmt
Program Services$11,731ProgramServicesAmt
Management And General$2,933ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,740TotalAmt
Program Services$1,392ProgramServicesAmt
Management And General$348ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$337,923TotalAmt
Program Services$270,338ProgramServicesAmt
Management And General$67,585ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,549TotalAmt
Program Services$3,639ProgramServicesAmt
Management And General$910ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$13,929$11,143$2,786
FEDERAL STATE COUNTY TA$7,444$5,955$1,489

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$79,453TotalAmt
Program Services$63,564ProgramServicesAmt
Management And General$15,889ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,203,764TotalAmt
Program Services$17,763,027ProgramServicesAmt
Management And General$4,440,737ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$3,632BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$549,164BOYAmt
EOY$2,610,042EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,937,308EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,264,429BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,560BOYAmt
EOY$3,998EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,869,585LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$620,411LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,242,539BOYAmt
EOY$1,249,174EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$110,427BOYAmt
EOY$3,350,924EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,668,487BOYAmt
EOY$9,151,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,271,487BOYAmt
EOY$2,376,907EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,394,645EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,051BOYAmt
EOY$78,904EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,319,538BOYAmt
EOY$3,850,456EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,112,388BOYAmt
EOY$5,300,990EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,236,561BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,348,949BOYAmt
EOY$5,300,990EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,668,487BOYAmt
EOY$9,151,446EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,188,604ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$1,236,563PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,922,412CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,171,889CurrentTaxYearMinus1YearAmt
Current Tax Year$15,724,975CurrentTaxYearAmt
Total$31,819,276TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$721,876CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,821,765CurrentTaxYearMinus1YearAmt
Current Tax Year$10,157,824CurrentTaxYearAmt
Total$14,701,465TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,644,288CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,993,654CurrentTaxYearMinus1YearAmt
Current Tax Year$25,882,799CurrentTaxYearAmt
Total$46,520,741TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,589,758CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,861,651CurrentTaxYearMinus1YearAmt
Current Tax Year$15,034,124CurrentTaxYearAmt
Total$29,485,533TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,000,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,589,758CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,861,651CurrentTaxYearMinus1YearAmt
Current Tax Year$15,034,124CurrentTaxYearAmt
Total$29,485,533TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$17,035,208PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$5,417CurrentTaxYearAmt
Total$5,417TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year$5,417CurrentTaxYearAmt
Total$5,417TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$30,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$363,968CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$334,313CurrentTaxYearMinus1YearAmt
Current Tax Year$504,152CurrentTaxYearAmt
Total$1,232,433TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,030,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,008,256CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,327,967CurrentTaxYearMinus1YearAmt
Current Tax Year$26,392,368CurrentTaxYearAmt
Total$47,758,591TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMANAGEMENT FEE - 2021 AMOUNT: $ 30,000. 2022 AMOUNT: $ 363,968. 2023 AMOUNT: $ 334,313. 2024 AMOUNT: $ 504,152.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,869,585OtherCostOrOtherBasisAmt
Depreciation$620,411DepreciationAmt
Book Value$1,249,174BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,249,174TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
INTERCOMPANY AR$3,265,253
RIGHT OF USE LEASE$78,343
SECURITY DEPOSITS$7,328
FieldValueIRS element (for citing)
Total Book Value Other Assets$3,350,924TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE LEASESDesc
Amt$78,904Amt
FieldValueIRS element (for citing)
Total Liability$78,904TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,392,368TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$26,392,368RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,392,368TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,203,764TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,203,764ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,203,764TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationHIA IS RECOGNIZED AS A TAX-EXEMPT ENTITY UNDER IRC SECTION 501(C)(3) AND CALIFORNIA REVENUE CODE SECTION 23701(D). UNDER FASB ASC 740, INCOME TAXES, THE ORGANIZATION 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. HIAMG HAS ELECTED UNDER THE IRC TO BE TAXED AS A C CORPORATION. INCOME TAXES ARE PROVIDED FOR THE TAX EFFECTS OF TRANSACTIONS REPORTED IN THE FINANCIAL STATEMENTS AND CONSIST OF TAXES CURRENTLY DUE PLUS DEFERRED TAXES, IF APPLICABLE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAIN MD SACHIN H
DIRECTOR$0$1,124,144$0$2,801,461$0$44,900$0$1,877,762$0$18,173$0$5,866,440$0$1,790,682
PLUMB MICHAEL
TREASURER$0$646,444$0$525,992$0$24,932$0$766,279$0$30,042$0$1,993,689$0$525,992
DELPHIN-RODRIGUEZ RENEE C
SECRETARY$0$535,717$0$304,172$0$24,260$0$561,209$0$46,918$0$1,472,276$0$304,172
SHETH DEEPA
FORMER DIRECTOR$0$0$0$0$0$836,477$0$0$0$0$0$836,477$0$33,641
HAWKINS GINETTE
SVP, CHIEF RISK OFFICER$0$358,594$0$153,010$0$5,628$0$302,726$0$15,069$0$835,027$0$53,466
HOCHMAN MICHAEL
CEO (THRU 07/24)$0$245,542$0$132,484$0$159,114$0$24,150$0$27,382$0$588,672$0$132,484
GONZALEZ JOSE
HIA, MG, MEDICAL VP PORTCO$0$340,321$0$70,522$0$732$0$123,815$0$9,468$0$544,858$0$70,521
LI RONA
CHAIR (AS OF 05/24)$0$295,978$0$20,000$0$15,197$0$154,227$0$28,314$0$513,716$0$0
SALUJA SONALI
HIA, MG, MEDICAL VP PORTCO$0$326,932$0$48,750$0$698$0$117,641$0$1,798$0$495,819$0$0
CORE MICHAEL
HIA, MG, MEDICAL VP PORTCO$0$290,752$0$31,350$0$0$0$104,160$0$33,767$0$460,029$0$0
BELL KATHLEEN G
DIRECTOR AND COO - HIA$295,320$0$77,963$0$599$0$24,150$0$1,639$0$399,671$0$77,963$0
KASKA BENJAMIN C
VP, CLINICAL OPERATIONS$202,855$0$30,075$0$345$0$77,502$0$1,345$0$312,122$0$0$0
MENACHO EDWARD
MED DIR, PORTCO$207,193$0$45,600$0$292$0$38,862$0$8,571$0$300,518$0$17,600$0
SOLARES JESSICA
DIRECTOR CLINICAL OPERATIONS$177,700$0$30,280$0$317$0$40,241$0$1,113$0$249,651$0$30,280$0
FINCH II ROBERT
LEAD STREET PHYSICIAN ASSISTANT$162,841$0$18,183$0$294$0$28,948$0$37,563$0$247,829$0$0$0
MILAN BENNIE-JOHN
PHYSICIAN ASSISTANT$177,982$0$14,850$0$347$0$32,180$0$10,512$0$235,871$0$0$0
SPELLER DANIEL
PHYSICIAN ASSISTANT$170,948$0$16,500$0$799$0$30,814$0$14,062$0$233,123$0$0$0
PORTER MELODY
DIRECTOR OF CLINICAL OPS$164,932$0$0$0$0$0$34,130$0$8,047$0$207,109$0$0$0
SUBAIYA VINITA I
INTERIM CEO (AS OF 07/24)$165,385$0$0$0$0$0$0$0$0$0$165,385$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3COMPENSATION FOR CHIEF EXECUTIVE OFFICER AND PRESIDENT HEALTHCARE IN ACTION, INC WAS ESTABLISHED BY A RELATED ORGANIZATION, SCAN GROUP, INC. THE RELATED ORGANIZATION USED THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1) COMPENSATION COMMITTEE; SCAN GROUP, AND PAID BY A RELATED ORGANIZATION, HEALTHCARE IN ACTION MEDICAL GROUP 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; 4) APPROVAL BY THE SCAN GROUP COMPENSATION COMMITTEE WITHIN THE AGREED TO PARAMATERS SET BY THE SCAN GROUP BOARD OF DIRECTORS. THE COMPENSATION IS APPROVED BY THE HIA BOARD. SCHEDULE J SCAN GROUP CEO COMPENSATION SACHIN JAIN IS A DIRECTOR OF HEALTHCARE IN ACTION AND CEO OF SCAN GROUP. SACHIN'S COMPENSATION AS CEO OF SCAN GROUP ON SCHEDULE J REFLECTS ALL COMPENSATION THAT THE CEO "EARNED" IN 2024, WHICH INCLUDES INCENTIVE PAYMENTS RELATED TO 2024 THAT WILL BE PAID IN SUBSEQUENT YEARS AND UNVESTED RETIREMENT BENEFITS. SCHEDULE J ALSO INCLUDES COMPENSATION THAT THE CEO "EARNED" IN 2023 THAT WAS PAID IN 2024. FOR AVOIDANCE OF CONFUSION, THE CEO WAS PAID $3,970,505 IN 2024 [COLUMNS (B)(I), (B)(II), (B)(III)], OF WHICH $1,790,682 WAS "EARNED" IN 2023 [COLUMN (F)] AND PAID IN 2024. THE CEO'S "EARNED" COMPENSATION FOR 2024 IS EQUAL TO ROUGHLY $4,609,777, WHICH REPRESENTS COLUMN (E) MINUS COLUMN (F), SINCE COLUMN (F) IS COMPENSATION EARNED IN A PREVIOUS YEAR AND INCLUDED IN A PREVIOUS 990.
PART I, LINES 4A-B:DURING 2024, THE EMPLOYMENT RELATIONSHIP OF THE FOLLOWING EMPLOYEE OF HEALTHCARE IN ACTION AND ITS RELATED ENTITES ENDED. IN CONNECTION WITH THE TERMINATION OF EMPLOYMENT, SEVERANCE WAS PAID TO THE FOLLOWING EMPLOYEES: DEEPA SHEETH $ 802,836 MICHAEL HOCHMAN $ 158,379 SCAN GROUP AND SCAN HEALTH PLAN, RELATED ENTITIES, PROVIDE A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR AFTER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) PLAN FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NONQUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: SACHIN JAIN $44,060 DEEPA SHETH $33,341 SUPPLEMENTAL NONQUALIFIED PLAN CONTRIBUTIONS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: SACHIN JAIN $271,332 MICHAEL PLUMB $106,252 RENEE DELPHIN-RODRIGUEZ $78,143 GINETTE HAWKINS $54,931 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 SCAN GROUP AND SCAN HEALTH PLAN'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS. 4) SCAN GROUP AND SCAN HEALTH PLAN PROVIDE AN INCENTIVE PLAN TO VICE PRESIDENTS AND ABOVE. THE INCENTIVE PLAN IS BASED ON ORGANIZATION AND INDIVIDUAL PERFORMANCE METRICS. PAYEMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR. EFFECTIVE JULY 1, 2020, A NEW STRATEGIC INCENTIVE PLAN WAS DEVELOPED FOR THE SCAN GROUP CEO AND PAYMENTS ARE PAID ANNUALLY IN DECEMBER. 5) BEGINNING JANUARY 1, 2023, SCAN GROUP AND SCAN HEALTH PLAN PROVIDED A LONG-TERM INCENTIVE PLAN (LTIP) FOR KEY EMPLOYEES OCCUPYING SENIOR VICE PRESIDENT AND ABOVE. THE INCENTIVE PLAN IS GRANTED ANNUALLY BUT IS BASED ON ORGANZATIONAL PERFORMANCE METRICS OVER A THREE YEAR MEASURMENT PERIOD. PAYMENTS ARE MADE ON OR AROUND APRIL 1 OF THE SUBSEQUENT CALENDAR YEAR OF THE PERFORMANCE PERIOD.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
HEALTHCARE IN ACTION MEDICAL GROUP
35% CONTROLLED ENTITY OF MICHAEL HOCHMAN, CEO AND FORMER DIR. ROMILLA BATRA$10,157,824HEALTHCARE SERVICES0
HEALTHCARE IN ACTION MEDICAL GROUP
35% CONTROLLED ENTITY OF MICHAEL HOCHMAN, CEO AND FORMER DIR. ROMILLA BATRA$504,152MANAGEMENT SERVICES0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ORGANIZATION IS SCAN GROUP, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE SOLE MEMBER OF THE CORPORATION SHALL BE ENTITLED TO VOTE ON THE ELECTION OF DIRECTORS AND OTHER MATTERS.
FORM 990, PART VI, SECTION A, LINE 7BBYLAWS ARTICLE 3.4.3 SPECIAL ACTIONS APPROVED BY CORPORATE MEMBER. NOTWITHSTANDING ANY OTHER PROVISION CONTAINED IN THESE BYLAWS, THIS CORPORATION SHALL NOT TAKE ANY OF THE FOLLOWING "SPECIAL ACTIONS" WITHOUT THE PRIOR CONSENT/APPROVAL OF THE CORPORATE MEMBER: (A) A DECISION TO BORROW FUNDS; (B) A DECISION TO ENTER INTO OR AMEND ANY CONTRACTUAL ARRANGEMENT AS TO WHICH THE AGGREGATE OF THE PROSPECTIVE PAYMENTS IS IN EXCESS OF $2 MILLION; (C) A DECISION TO EXPAND THE SCOPE OR NATURE OF THE BUSINESS OF THIS CORPORATION, OR INTO A DIFFERENT GEOGRAPHIC AREA, BEYOND THAT CURRENTLY BEING CONDUCTED; (D) ANY SALE OF ALL OR SUBSTANTIALLY ALL THE ASSETS OF THIS CORPORATION; (E) ANY MERGER OF THIS CORPORATION WITH OR INTO ANOTHER ORGANIZATION; (F) A DECISION TO CAUSE THIS CORPORATION TO BECOME A CORPORATE MEMBER, SHAREHOLDER OR JOINT VENTURER WITH RESPECT TO ANOTHER ORGANIZATION, EXCEPT WITH RESPECT TO PORTFOLIO INVESTMENTS IN THE ORDINARY COURSE OF THE CORPORATION'S INVESTMENT ACTIVITIES; (G) HIRING OR FIRING THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF THIS CORPORATION; (H) APPROVING DISSOLUTION AND LIQUIDATION OF THIS CORPORATION; (I) A DECISION TO FILE A PETITION IN BANKRUPTCY, ENTER INTO AN ASSIGNMENT FOR THE BENEFIT OF CREDITORS OR OTHER ARRANGEMENT AMONG CREDITORS OR TO ENTER INTO ANY TRANSACTION CONSTITUTING A "REORGANIZATION" WITHIN THE MEANING OF THE CALIFORNIA CORPORATIONS CODE (J) AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS OF THIS CORPORATION; (K) APPROVING THE CORPORATION'S ANNUAL BUSINESS PLAN; (L) APPROVING THE CORPORATION'S ANNUAL CAPITAL BUDGET AND ANNUAL OPERATING BUDGET; (M) AUTHORIZING DISTRIBUTIONS/CAPITAL TRANSFERS TO ANY ORGANIZATION (INCLUDING AN AFFILIATE OF THIS CORPORATION) OTHER THAN THE CORPORATE MEMBER, OTHER THAN CHARITABLE CONTRIBUTIONS THAT ARE CONSISTENT WITH AN ANNUAL BUSINESS PLAN ALREADY APPROVED BY THE BOARD OF DIRECTORS OF THIS CORPORATION AND/OR IN THE ORDINARY COURSE OF BUSINESS; (N) APPROVING COMMENCEMENT OF OR SETTLEMENT OF LITIGATION OR A DISPUTE INVOLVING THIS CORPORATION (IN EXCESS OF $1 MILLION); AND (O) APPROVAL OF DIRECT OR INDIRECT INVESTMENT (WHETHER BY WAY OF EQUITY OR INDEBTEDNESS) MADE BY A THIRD PARTY INTO THIS CORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM WORKING IN CONJUNCTION WITH SCAN'S FINANCE DEPARTMENT. SCAN HEALTH PLAN'S DIRECTOR OF ACCOUNTING HAS DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE VICE PRESIDENT AND CONTROLLER OF SCAN HEALTH PLAN. 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 FOR ACCURACY AND COMPLETENESS. THE FORM 990 IS PROVIDED TO THE HEALTHCARE IN ACTION, INC BOARD FOR REVIEW AFTER IT IS PREPARED, BUT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CHEALTHCARE IN ACTION, INC (HIA) ORGANIZATIONAL RESOLUTIONS ADOPTED SEPTEMBER 21, 2021 BY THE BOARD OF DIRECTORS SPECIFICALLY STATES THAT HIA ADOPTED THE SCAN HEALTH PLAN CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO COMPLY WITH ITS TERMS. HIA FOLLOWS SCAN HEALTH PLAN'S CONFLICT OF INTEREST PROCESS. A DESCRIPTION OF THE PROCESS IS AS FOLLOWS: SCAN HEALTH PLAN REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST POLICY AND DISCLOSURE QUESTIONNAIRE WHICH ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS AND MEMBERS OF EXECUTIVE MANAGEMENT OF EVERY ENTITY UNDER SCAN GROUP ARE REQUIRED TO COMPLETE AND SIGN. IN ADDITION, THERE IS ANNUAL MANDATORY COMPLIANCE EDUCATION AND TRAINING AND SCAN'S COMPLIANCE DEPARTMENT IS RESPONSIBLE FOR ENFORCEMENT OF SCAN&'S ROBUST COMPLIANCE PROGRAM, INCLUDING SCAN'S CODE OF CONDUCT AND COMPLIANCE-RELATED POLICIES AND PROCEDURES. MEMBERS OF ALL THE EXECUTIVE TEAMS ALSO HAVE RESPONSIBILITY FOR ENFORCEMENT. THE LEGAL DEPARTMENT OF SCAN GROUP REVIEWS ALL CONTRACTUAL RELATIONSHIPS ENTERED INTO BY THE ORGANIZATION AND GENERAL COUNSEL IS RESPONSIBLE FOR MONITORING THE CONFLICT OF INTEREST QUESTIONNAIRE. THE LEGAL DEPARTMENT OF SCAN GROUP MONITORS AND ENFORCES ADHERENCE TO THESE POLICIES ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION FOR CEO AND PRESIDENT OF HEALTHCARE IN ACTION INC (HIA), IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT OF SCAN GROUP AND SCAN GROUP BOARD COMPENSATION COMMITTEE. IN DETERMINING THE CEO AND PRESIDENT'S COMPENSATION, THE HUMAN RESOURCES DEPARTMENT AND BOARD RELY ON THE PARAMATERS SET BY THE SCAN GROUP BOARD IN COLLABORATION WITH THE SCAN GROUP COMPENSATION COMMITTEE. 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 HEALTH CARE ORGANIZATIONS, EXECUTIVE COMPENSATION, AND COMPLIANCE WITH THE INTERMEDIATE SANCTIONS REQUIREMENTS APPLICABLE TO SUCH COMPENSATION. THE HIA BOARD OF DIRECTORS APPROVES THE CEO COMPENSATION PROPOSED BY THE SCAN GROUP HUMAN RESOURCES DEPARTMENT. WITH RESPECT TO ALL OTHER EMPLOYEES AT HIA, THE CEO MAKES A RECOMMENDATION TO THE HIA BOARD OF DIRECTORS WITH RESPECT TO EACH EMPLOYEE'S COMPENSATION PACKAGE USING THE PARAMETERS SET BY THE SCAN GROUP COMPENSATION COMMITTEE FROM THE OUTSIDE COMPENSATION CONSULTANT RECOMMENDATIONS. THE HIA BOARD MAKES A DECISION REGARDING THE COMPENSATION PACKAGE FOR SUCH EMPLOYEES FOR THE FOLLOWING YEAR. THE MINUTES OF THE HIA BOARD MEETING FOR THIS MEETING ARE PREPARED SUBSTANTIALLY CONTEMPORANEOUSLY AND SUBSTANTIATE SUCH DELIBERATION AND DECISIONS. THE OUTSIDE COMPENSATION CONSULTANT PROVIDING THE EXECUTIVE COMPENSATION REPORT AND GUIDANCE RELATED TO THE EXECUTIVE PAY FOR HIA EXECUTIVES WAS MERCER.
FORM 990, PART VI, SECTION C, LINE 19HEALTHCARE IN ACTION, INC'S GOVERNING DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. HEALTHCARE IN ACTION, INC MAKES ITS FORM 990, WHICH CONTAINS FINANCIAL INFORMATION, AVAILABLE FOR PUBLIC INSPECTION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SCAN GROUP
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806953826037ADMIN SUPPORTCA501(C)(3)LINE 12B, IIN/A0
THE SCAN FOUNDATION
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806450552845GRANT MAKINGCA501(C)(3)LINE 12B, II0SCAN GROUP
SCAN HEALTH PLAN
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806953858259MEDICARE ADVANTAGECA501(C)(3)LINE 100SCAN GROUP
SCAN HEALTH PLAN NEVADA INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806854288083MEDICARE ADVANTAGENV501(C)(4)0SCAN GROUP
SCAN DESERT HEALTH PLAN INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806854275186MEDICARE ADVANTAGEAZ501(C)(4)0SCAN GROUP
SCAN HEALTH PLAN NEW MEXICO INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806920651838MEDICARE ADVANTAGENM501(C)(4)0SCAN GROUP
SCAN HEALTH PLAN TEXAS INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806872944493MEDICARE ADVANTAGETX501(C)(4)0SCAN GROUP

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1RESIDENTIALIST HOUSECALL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14190 CITY AVENUE SUITE 528AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19131ZIPCd
FieldValueIRS element (for citing)
EIN474320252EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
HEALTHCARE IN ACTION MEDICAL GROUP
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806871942811HEALTHCARECAN/AC0
WELCOME HEALTH INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806863730275MANAGEMENTCAN/AC0
WELCOME HEALTH MEDICAL GROUP
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806872705807HEALTHCARECAN/AC0
WELCOME HEALTH OF CALIFORNIA INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806920363899HEALTHCARECAN/AC0
THE RESIDENTIALIST GROUP INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806330969912MANAGEMENTCAN/AC0
HOUSECALLS DOCTORS MEDICAL GROUP INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806043644245HEALTHCARECAN/AC0
RESIDENTIALIST HOUSECALL MEDICAL GROUP PC
4190 CITY AVENUE SUITE 528PHILADELPHIAPA19131474053626HEALTHCAREPAN/AC0
PROSPER SERVICES LLC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806872979343MANAGEMENTDEN/AC0
MYPLACE GREATER LA PACE INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806881512241HEALTHCARECAN/AC0
MYPLACE SOUTH LA PACE INC
3800 KILROY AIRPORT WAY SUITE 100LONG BEACHCA90806923486437HEALTHCARECAN/AC0
MYPLACE CARE PARTNERS PC
121 S MOUNTAIN VIEW AVENUELOS ANGELESCA90057932403550HEALTHCARECAN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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