2011-11-07T14:00:59-06:00 2010-12-31 DELOITTE TAX LLP 655 WEST BROADWAY SUITE 700 SAN DIEGO CA 921018590 990 2010-01-01 450552845 THE SCAN FOUNDATION SCAN 8885697226 3800 KILROY AIRPORT WAY NO 400 LONG BEACH CA 908065616 DAVID J SCHMIDT 8885697226 2011-11-07 1 DIANA J MCCUTCHEN 6192326500 2010 2016-02-24 21:20:13Z BRUCE CHERNOF 3800 KILROY AIRPORT WAY NO 400 LONG BEACH CA 908065616 24191851 0 X THESCANFOUNDATION.ORG X 2007 CA LONG-TERM SERVICES AND SUPPORTS THAT KEEP SENIORS INDEPENDENT, AT HOME AND IN THE COMMUNITY. 10 8 14 2 -9158 -9158 0 0 0 0 1975728 8606832 0 0 1975728 8606832 9606047 3771040 0 0 1424249 2188866 0 0 0 1842890 2826901 12873186 8786807 -10897458 -179975 188357011 196677018 7780526 5729311 180576485 190947707 X THE SCAN FOUNDATION'S MISSION IS TO ADVANCE THE DEVELOPMENT OF A SUSTAINABLE CONTINUUM OF QUALITY OF CARE FOR SENIORS. DEDICATED TO LONG-TERM SERVICES AND SUPPORTS THAT KEEP SENIORS INDEPENDENT, AT HOME AND IN THE COMMUNITY. DURING 2010, THE FOUNDATION GAVE $5,650,459 IN CASH GRANTS TO OTHER ORGANIZATIONS TO HELP ACHEIVE THEIR MISSION. 0 0 6275724 3771040 THE SCAN FOUNDATION STARTED ITS GRANT MAKING ACTIVITIES IN 2008, INITIALLY ON A SMALLER START-UP BASIS, BUT SIGNIFICANTLY EXPANDED DURING FISCAL AND CALENDAR YEARS 2009 AND 2010. IN JANUARY 2009 THE FOUNDATION BOARD OF DIRECTORS FORMALLY APPROVED A 5-YEAR STRATEGIC PLAN, AND GRANT-MAKING THROUGHOUT THE 2010 FISCAL YEAR OCCURRED IN ACCORDANCE WITH THIS PLAN. THE STRATEGIC PLAN OUTLINES THREE PRIMARY FUNDING PRIORITIES: (1) ELEVATE THE ESTABLISHMENT OF A COMPREHENSIVE CONTINUUM OF CARE FOR SENIORS AS A NATIONAL AND CALIFORNIA PRIORITY; (2) ADVANCE REALISTIC POLICY OPTIONS TO ESTABLISH AND FINANCE THIS COMPREHENSIVE CONTINUUM OF CARE; AND (3) SUPPORT THE DISSEMINATION AND ASSESSMENT OF PROMISING NEW PROGRAM MODELS THAT COULD INFORM AND STRENGTHEN LONG-TERM CARE POLICY DEVELOPMENT. THE SCAN FOUNDATION'S PROGRAMMATIC WORK TOOK PLACE PRIMARILY IN CALIFORNIA. HOWEVER, SINCE CARE FOR SENIORS IS TO A LARGE EXTENT FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAD A FEDERAL FOCUS.THE GRANT INITIATIVES APPROVED BY THE BOARD OF THE SCAN FOUNDATION FOR EACH STRATEGIC FUNDING AREAS WAS AS FOLLOWS:FUNDING PRIORITY 1THE SCAN FOUNDATION'S WORK IN 2010 FOCUSED ON RAISING LONG-TERM SERVICES AND SUPPORTS AS A PUBLIC PRIORITY, AND TO INFORM AND MOBILIZE POLICYMAKERS AND THE PUBLIC. THIS WORK WAS ACCOMPLISHED THROUGH MESSAGE DEVELOPMENT, POLICY CONVENING'S, AND MEDIA OUTREACH. AT THE FEDERAL LEVEL, IN EARLY 2010 THE FOUNDATION COMMISSIONED SEVERAL POLLS TO RAISE THE IMPORTANCE OF LONG-TERM SERVICES AND SUPPORTS IN THE CONTEXT OF THE HEALTH CARE REFORM DEBATE, AND TO UNDERSTAND HOW TO TALK WITH SENIORS ABOUT AGING ISSUES AND LONG-TERM CARE. IN CALIFORNIA, THE FOUNDATION WORKED TO RAISE PUBLIC AWARENESS THROUGH POLLING AND A SERIES OF POLICY ANALYSES DEVELOPED BY FOUNDATION STAFF EXAMINING THE POTENTIAL IMPACTS OF PROPOSED BUDGET CUTS ON VULNERABLE CALIFORNIANS. THE POLL, CONDUCTED IN PARTNERSHIP WITH THE UCLA CENTER FOR HEALTH POLICY RESEARCH, GAUGED CALIFORNIANS' ATTITUDES TOWARDS FINANCIAL PREPAREDNESS FOR LONG-TERM SERVICES AND SUPPORTS. RESULTS, WHICH WERE WIDELY DISSEMINATED THROUGHOUT THE STATE, SHOWED THAT PEOPLE ACROSS THE POLITICAL SPECTRUM WERE LARGELY UNPREPARED TO PAY FOR THESE SERVICES AND WANTED THEIR ELECTED OFFICIALS TO ADDRESS THE ISSUE. PART OF THE FOUNDATION'S MEDIA STRATEGY FOCUSED ON LEVERAGING THE BRAND REPUTATION OF SEVERAL PROVEN MEDIA OUTLETS. THE CONTINUATION OF A THREE-YEAR GRANT TO KAISER HEALTH NEWS INCREASED THE STREAM OF COVERAGE GIVEN TO AGING ISSUES. GRANTS TO THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO FOR THE PRODUCTION OF ARTICLES FOR THE JOURNAL OF ENGAGED THE PHYSICIAN COMMUNITY THROUGH A NEW SECTION TITLED, "CARE OF THE AGING PATIENT: FROM EVIDENCE TO ACTION." SIMILARLY, A HEALTH AFFAIRS THEMED ISSUE RELEASED IN JANUARY 2010 HELPED SOLIDIFY THE NEED TO KEEP LONG-TERM CARE PROVISIONS AS PART OF HEALTH REFORM. BUILDING THE SCAN FOUNDATION BRAND ON A NATIONAL LEVEL WAS ALSO A PRIORITY. STORIES GENERATED FROM WITHIN THE FOUNDATION AND THROUGH GRANTEES WERE PICKED UP IN THE NEW YORK TIMES, LOS ANGELES TIMES, NPR, MSNBC, SACRAMENTO BEE, SAN FRANCISCO CHRONICLE, AND USA TODAY.FUNDING PRIORITY 2THE FOUNDATION'S 2010 WORK IN THIS FUNDING PRIORITY CONTRIBUTED TO THE CREATION OF FINANCIALLY VIABLE OPTIONS FOR LONG-TERM SERVICES AND SUPPORTS REFORM, INCLUDING COST ESTIMATES OF EXISTING PROPOSALS, FEASIBILITY ANALYSES OF VARIOUS FINANCING OPTIONS, AND REVIEW OF DELIVERY SYSTEM ISSUES. SELECTED HIGHLIGHTS ON THE FEDERAL LEVEL INCLUDE SUPPORT FOR THE FRIDAY MORNING COLLABORATIVE, LED BY THE NATIONAL COUNCIL ON AGING, WHICH MADE STRIDES IN EDUCATING POLICY MAKERS ABOUT LONG-TERM SERVICES AND SUPPORTS, SENDING A UNIFIED MESSAGE THAT IT WAS IMPORTANT TO MOVE TOWARD A COMPREHENSIVE CONTINUUM OF CARE. LIKEWISE, THE FOUNDATION RELEASED THE LONG-TERM CARE POLICY SIMULATOR THROUGH A PROJECT WITH AVALERE HEALTH, WHICH HELPED ANSWER THE FUNDAMENTAL QUESTION OF HOW MUCH A PUBLIC LONG-TERM SERVICES AND SUPPORTS BENEFIT WOULD COST. ALTHOUGH NOT ORIGINALLY DESIGNED TO MIMIC THE CLASS PLAN, THIS MODEL WAS RELEASED SHORTLY AFTER PASSAGE OF THE AFFORDABLE CARE ACT, AND IS HELPING GUIDE ACTUARIAL SOLVENCY MODELING FOR THE CLASS PLAN. ADDRESSING COST AND FINANCING REFORM, IN 2010 THE CENTER FOR HEALTH CARE STRATEGIES COMPLETED ITS "PROFILES OF STATE INNOVATIONS" PROJECT THAT PRODUCED A SERIES OF THREE ROADMAPS FOR TRANSFORMING LONG-TERM SERVICES AND SUPPORTS DELIVERY ACROSS STATES. THE PROJECT'S GOAL WAS TO HIGHLIGHT STATE EFFORTS TO ADVANCE TRANSFORMATION THEMES SUCH AS THE INTEGRATION OF LONG-TERM SERVICES AND SUPPORTS THROUGH MANAGED CARE OR REBALANCING AND FULLY INTEGRATING THE CONTINUUM OF CARE (ACUTE, PRIMARY, BEHAVIORAL, AND LONG-TERM SERVICES AND SUPPORTS) FOR INDIVIDUALS WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. ON THE STATE LEVEL, SEVERAL TECHNICAL ASSISTANCE GRANTS TO THE CENTER FOR HEALTH CARE STRATEGIES HELPED SUPPORT PLANNING AND PUBLIC ENGAGEMENT IN CALIFORNIA RESULTING IN THE SUCCESSFUL NEGOTIATION OF A $1 MILLION DESIGN CONTRACT FROM THE FEDERAL GOVERNMENT TO IMPROVE CARE FOR THOSE WHO ARE DUALLY ELIGIBLE FOR MEDICARE AND MEDICAID. THE FOUNDATION ALSO HAD OUTCOMES AT THE LOCAL LEVEL IN CALIFORNIA DURING 2010. HIGHLIGHTS INCLUDE A SMALL CO-FUNDED GRANT TO ST. BARNABAS SENIOR SERVICES THAT SUPPORTED A CONVENING OF STAKEHOLDERS IN LOS ANGELES. THIS GATHERING RESULTED IN THE BIRTH OF A NEW AGING COALITION, WHICH HAS BEEN ACTIVE IN ADDRESSING AGING ISSUES LOCALLY.FUNDING PRIORITY 3THE FOUNDATION'S THIRD FUNDING PRIORITY FOCUSED ON SUPPORTING THE ASSESSMENT AND DISSEMINATION OF PROMISING PROGRAM MODELS OF LONG-TERM CARE FOR SENIORS. THIS WORK WAS BASED ON THE PREMISE THAT SUBSTANTIAL PHILANTHROPIC FUNDING HAS ALREADY GONE INTO SERVICE DEMONSTRATION PROGRAMS. THE APPROACH TO EFFORTS WITHIN THIS GOAL ENABLED THE FOUNDATION TO WORK WITH BOTH NATIONAL AND STATE FUNDERS IN DEVELOPING, EXTENDING, AND/OR EVALUATING PROMISING MODELS OF DELIVERING CARE. PROJECTS THAT RECEIVED FUNDING HAVE A CONNECTION TO POLICY AND/OR SYSTEMS CHANGE IN CALIFORNIA. THE WORK IN THIS PRIORITY CAN BE DESCRIBED THROUGH ITS FOUR FUNDING STREAMS:1. PROMISING PROGRAMS 2. THEMED REQUEST FOR PROPOSALS 3. INVESTMENT IN TECHNOLOGY - CENTER FOR TECHNOLOGY AND AGING 4. COLLABORATION WITH NATIONAL OR CALIFORNIA FOUNDATIONS PROMISING PROGRAMS: THIS ELEMENT SUPPORTED THE ASSESSMENT AND DISSEMINATION OF PROMISING MODELS THAT IMPROVED THE DELIVERY AND OUTCOMES OF CARE FOR SENIORS. DURING 2010, FOUR ORGANIZATIONS RECEIVED FUNDING UNDER PROMISING PROGRAMS. TWO OF THE GRANTS FOCUSED ON EVALUATING A HOUSING WITH SERVICES PROGRAM AND A CALIFORNIA VILLAGE PROGRAM. THE OTHER GRANTS SUPPORTED VOLUNTEERS AS CAREGIVERS AND THE DISSEMINATION OF GRACE, A COORDINATED CARE MODEL. THEMED REQUEST FOR PROPOSALS (RFP): IN 2010, THE SCAN FOUNDATION SELECTED FIVE GRANTEES AS PART OF ITS AGENTS FOR CHANGE THEMED RFP WITH WORK TO BE CARRIED OUT IN 2011. SUPPORT WAS PROVIDED TO ORGANIZATIONS TO ADVANCE THE DEVELOPMENT OR EXPANSION OF VOLUNTEER PROGRAMS AND THE ENGAGEMENT OF VOLUNTEERS IN SOCIAL ACTION. THIS RFP WAS PART OF A LARGER INITIATIVE BY THE SCAN FOUNDATION TO BUILD A SOCIAL MOVEMENT IN CALIFORNIA WITH THE GOAL OF IMPROVING HOME- AND COMMUNITY-BASED SERVICES FOR SENIORS AND THEIR CAREGIVERS. AS PART OF THIS EFFORT, THE NATIONAL CONSUMER VOICE FOR QUALITY LONG-TERM CARE, A LEADING NATIONAL VOICE REPRESENTING CONSUMERS IN ISSUES RELATED TO LONG-TERM CARE, RECEIVED FUNDING TO PARTNER WITH STATE AND LOCAL AGING AND DISABILITY ORGANIZATIONS IN CALIFORNIA TO ENABLE A STRONG CONSUMER VOICE, AND TO DEVELOP STRATEGIES TO ADDRESS KEY PUBLIC POLICY ISSUES RELATED TO ACCESSIBLE, WELL-COORDINATED, QUALITY CARE. INVESTMENT IN TECHNOLOGY: STARTED IN 2009, THE CENTER FOR TECHNOLOGY AND AGING AT THE PUBLIC HEALTH INSTITUTE, WHICH SERVES AS BOTH A CENTER OF EXCELLENCE AND PROGRAM OFFICE FOR THE FOUNDATION, LEADS THE FOUNDATION'S INVESTMENTS IN TECHNOLOGY. WHILE THIS PROJECT IS ONGOING, IN 2010 THE CENTER FOR TECHNOLOGY AND AGING ESTABLISHED ITSELF AS A NATIONAL RESOURCE ON TECHNOLOGY AND AGING. RFPS IN 2010 ADMINISTERED BY THE CENTER FOR TECHNOLOGY AND AGING INCLUDED FIVE GRANTS ON REMOTE PATIENT MONITORING AND FIVE GRANTS ON TECHNOLOGY SOLUTIONS FOR CARE TRANSITIONS. THE ORGANIZATION'S WORK GARNERED INTEREST FROM BOTH THE ADMINISTRATION ON AGING AND THE FEDERAL OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY. COLLABORATIVE GRANTS WITH OTHER FOUNDATIONS: RELATIONSHIPS WITH OTHER FOUNDATIONS SERVE TO EXPAND THE SCAN FOUNDATION'S NETWORK AS WELL AS ESTABLISH COLLABORATIVE RELATIONSHIPS WITH THE AIM OF LEVERAGING FUNDING TO MORE EFFICIENTLY ACCOMPLISH MUTUAL GOALS. IN 2010, THE SCAN FOUNDATION CO-FUNDED GRANTS IN ITS THIRD FUNDING PRIORITY. 6275724 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 14 1 1 1 0 0 0 0 0 0 0 0 0 X 10 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RAJEEV NARULA 5629898300 3800 KILROY AIRPORT WAY LONG BEACH CA 908065616 X BRUCE CHERNOF 40.00 X X 429410 0 47799 DAVID SCHMIDT 1.50 X 0 3052208 32940 THOMAS HIGGINS 3.20 X 0 132219 0 LINDA STRIKE 2.00 X 0 112156 0 KIM HUNTER 2.00 X 0 118104 0 PATRICK SEAVER 2.00 X 0 110387 0 THOMAS MCDANIEL 2.00 X 0 105474 0 COLLEEN CAIN 1.80 X 0 146961 0 RYAN TRIMBLE 1.50 X 0 163786 876 JENNIE CHIN HANSEN 2.00 X 26700 0 0 PAUL TORRENS 2.40 X 31404 0 0 DENNIS EDER 2.00 X 0 539644 80366 DOUGLAS JAQUES 2.00 X 0 400281 74806 RENE SEIDEL 40.00 X 207796 0 25170 GRETCHEN ALKEMA 40.00 X 191123 0 14009 LISA TSIMANIS 40.00 X 125264 0 17818 ERIN WESTPHAL 40.00 X 106183 0 22289 KAREN SCHEBOTH 40.00 X 106035 0 20505 1223915 4881220 336578 6 0 1 0 FOLEY HOAG LLP 155 SEAPORT BLVD BOSTON MA 022122212 RESEARCH & CONSULTING SERVICES 264000 AVALERE HEALTH INC 1350 CONNECTICUT AVE NW 900 WASHINGTON DC 20036 RESEARCH & CONSULTING SERVICES 143700 2 4051750 -9158 4060908 20140101 15585019 4555082 4555082 4555082 8606832 0 -9158 8615990 3771040 3771040 985938 429054 556884 898030 364443 533587 115055 47172 67883 79248 32492 46756 110595 45344 65251 795043 795043 9667 9667 48075 48075 410315 298110 112205 40357 27975 12382 13316 5460 7856 12000 4920 7080 172071 70549 101522 187684 146656 41028 44781 41976 2805 132396 54282 78114 RESEARCH & EDUCATION 875082 875082 0 MEMBERSHIP DUES 54707 54707 OTHER EXPENSE 16282 16282 0 TELECOMMUNICATIONS 11492 4712 6780 0 POSTAGE & SHIPPING 3633 1750 1883 0 8786807 6275724 2511083 0 1945656 3048627 2087472 2132867 668971 462629 12401 27290 754558 192395 687882 562163 182857753 190237379 66700 146351 30176 59712 188357011 196677018 963044 757129 6640101 4760682 177381 211500 7780526 5729311 X 180576485 190947707 180576485 190947707 188357011 196677018 X -179975 10551197 X 0 1 1 X 0 X X X X 0 0 0 SCAN HEALTH PLAN 953858259 9 1 1 1 0 1 0 635311 157483 477828 21863 9461 12402 97384 25451 71933 562163 INTERCOMPANY PAYABLE 65149 DEFERRED COMPENSATION 146351 211500 8606832 8786807 -179975 10551197 10551197 10371222 19158029 10551197 10551197 8606832 0 8606832 8786807 0 8786807 0 8786807 PART X, FIN 48 FOOTNOTE TO FINANCIAL STATEMENTS: FIN 48 (ASC 740) WAS ADOPTED BY THE ORGANIZATION DURING THE YEAR ENDED DECEMBER 31, 2009. THERE HAS BEEN NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED ON THE FINANCIAL STATEMENTS FOR THE CURRENT YEAR. 1 NATIONAL COUNCIL ON AGING INC 1901 L STREET NW 4TH FLOOR WASHINGTON DC 20036 131932384 501(C)(3) 30000 ADVANCING PUBLIC POLICY CONSENSUS AROUND FINANCING LTSS NATIONAL COUNCIL ON THE AGING INC 1901 L STREET NW 4TH FLOOR WASHINGTON DC 20036 131932384 501(C)(3) 246500 FRIDAY MORNING COLLABORATIVE: YEAR TWO AARP FOUNDATION 601 E STREET NW ROOM A8-230 WASHINGTON DC 20049 520794300 501(C)(3) 334654 TOWARDS A HIGH-PERFORMING LONG-TERM SERVICES AND SUPPORTS SYSTEM PARAPROFESSIONAL HEALTHCARE INSTITUTE INC 349 E 149TH STREET FLOOR 10 BRONX NY 10451 133575492 501(C)(3) 110000 FEDERAL POLICY ADVOCACY FOR THE DIRECT CARE WORKFORCE NATIONAL ACADEMY OF SOCIAL INSURANCE 1776 MASSACHUSETTS AVENUE NW SUITE 400 WASHINGTON DC 20036 521451753 501(C)(3) 35000 ENHANCING THE SCAN FOUNDATION'S WEB-BASED LTSS RESEARCH AND POLICY LIBRARY: GRANT EXTENSION OCTOBER 1- DECEMBER 31, 2010 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 300 UNIVERSITY TOWER IRVINE CA 92697 952226406 501(C)(3) 78000 IMPROVING INTERPERSONAL COMMUNICATION TECHNIQUES FOR CNAS AND HHAS UNIVERSITY OF SOUTHERN CALIFORNIA 1985 ZONAL AVENUE LOS ANGELES CA 90089 951642394 501(C)(3) 99968 PILLS AND SPILLS: HELPING DIRECT CARE WORKERS REDUCE FALLS THROUGH MEDICATION AND ENVIRONMENTAL INTERVENTIONS AGING SERVICES OF CALIFORNIA 1315 I STREET STE 100 SACRAMENTO CA 95814 952383463 501(C)(3) 100000 IMPROVING THE SKILLS AND KNOWLEDGE OF CERTIFIED NURSING ASSISTANTS: DEVELOPMENT AND EVALUATION OF A GERIATRIC TRAINING CURRICULA SAN DIEGO HOSPICE 4311 3RD AVENUE SAN DIEGO CA 92103 956336024 501(C)(3) 98823 PALLIATIVE CARE IN LONG TERM CARE TRAINING PROGRAM PARAPROFESSIONAL HEALTHCARE INSTITUTE INC 349 E 149TH STREET FLOOR 10 BRONX NY 10451 133575492 501(C)(3) 100000 STRENGTHENING CORE COMPETENCIES FOR CNAS: IN-SERVICE TRAINING TO IMPROVE GERIATRIC CARE IN CALIFORNIA LONG-TERM CARE FACILITIES REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES 10960 WILSHIRE BLVD 1550 LOS ANGELES CA 90024 956006143 501(C)(3) 20000 ANALYSIS OF CALIFORNIA GOVERNOR'S 2010-11 BUDGET: IMPACT ON SENIORS AND LONG-TERM REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES 10960 WILSHIRE BLVD 1550 LOS ANGELES CA 90024 956006143 501(C)(3) 190333 HCBS ROLE IN KEEPING MEDI/MEDI ELDERS AT HOME SAFELY NATIONAL HEALTH POLICY FORUM & GEORGE WASHINGTON UNIVERSITY 2131 K STREET NW STE 500 WASHINGTON DC 20037 530196584 501(C)(3) 299940 BUILDING THE CONTINUUM OF CARE IN THE CONTEXT OF HEALTH REFORM: EDUCATING FEDERAL HEALTH POLICYMAKERS ST BARNABAS SENIOR SERVICES 675 S CARONDELET STREET LOS ANGELES CA 90057 951641435 501(C)(3) 5000 BUILDING LA COALITION TO PRESERVE QUALITY CARE FOR OLDER ADULTS AND THEIR FAMILIES NATIONAL SENIOR CITIZENS LAW CENTER 1444 EYE STREET NW 4TH FLOOR WASHINGTON DC 20005 953132674 501(C)(3) 30000 TEN YEARS AFTER OLMSTEAD: PROBLEMS, PROGRESS AND OPPORTUNITIES FOR AMERICA'S OLDER ADULTS PUBLIC HEALTH INSTITUTE 555 12TH STREET 10TH FLOOR OAKLAND CA 94607 941646278 501(C)(3) 35716 TECH SUMMIT: EXPANDING THE ROLE OF VOLUNTEERISM FOR OLDER ADULTS AND THEIR CAREGIVERS THROUGH TECHNOLOGY GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW 901 WASHINGTON DC 20005 521256181 501(C)(3) 10000 PUBLIC POLICY & AGING REPORT ON THE CLASS A CENTER FOR HEALTH CARE STRATEGIES 200 AMERICAN METRO BLVD STE 119 HAMILTON NJ 08619 223375015 501(C)(3) 68507 ENGAGING CA STAKEHOLDERS ON POLICY OPTIONS FOR DUALS FAITH IN ACTION NATIONAL NETWORK 1359 NATIONAL ROAD WHEELING WV 26003 262650290 501(C)(3) 27880 START UP TOOLKIT FOR ESTABLISHING VOLUNTEER CAREGIVING PROGRAMS CENTER FOR HEALTH POLICY DEVELOPMENT &NATIONAL ACADEMY FOR STATE HEALTH POL 10 FREE STREET FLOOR 2 PORTLAND ME 04101 521576801 501(C)(3) 23797 POLICY CONSIDERATIONS FOR STATE ADOPTION OF MEDICAID HCBS AFFORDABLE CARE ACT PROVISIONS TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 042103545 501(C)(3) 69221 PAPERS TO INFORM CLASS COMPONENT OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT FAMILIES USA 1201 NEW YORK AVENUE NW STE 1100 WASHINGTON DC 20005 042730934 501(C)(3) 10000 ADVANCING STATE EXPANSION OF HOME- AND COMMUNITY-BASED SERVICES (HCBS) IN MEDICAID GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE NW 12TH FLOOR WASHINGTON DC 20036 133206571 501(C)(3) 20000 HEALTH REFORM IMPLEMENTATION PROJECT GRANTMAKERS IN HEALTH 1100 CONNECTICUT AVE NW 12TH FLOOR WASHINGTON DC 20036 133206571 501(C)(3) 15000 HEALTH REFORM RESOURCE CENTER FUND AARP CA 1415 L STREET STE 960 SACRAMENTO CA 95814 951985500 501(C)(4) 48250 CALIFORNIA LONG TERM CARE INFRASTRUCTURE DEVELOPMENT PLANNING PROJECT AMERICAN SOCIETY ON AGING 71 STEVENSON STREET STE 1450 SAN FRANCISCO CA 94105 942292868 501(C)(3) 5750 THE VILLIAGES MODEL AMERICAN SOCIETY ON AGING 71 STEVENSON STREET STE 1450 SAN FRANCISCO CA 94105 942292868 501(C)(3) 10052 POLICY BRIEFING: CALIFORNIA LONG TERM CARE POLICY FORUM CENTER FOR HEALTH CARE STRATEGIES 200 AMERICAN METRO BLVD STE 119 HAMILTON NJ 08619 223375015 501(C)(3) 69868 SUPPORTING INTEGRATION OF CARE FOR CALIFORNIA'S DUAL ELIGIBLES NATIONAL PACE 801 N FAIRFAX STREET SUITE 319 ALEXANDRIA VA 22314 943212616 501(C)(3) 35000 PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) POLICY SUMMIT CARA ED FUND 600 GRAND AVENUE STE 410 OAKLAND CA 94610 203253963 501(C)(3) 110000 AGENTS FOR CHANGE UCLA CENTER FOR HEALTH POLICY RESEARCH 10960 WILSHIRE BLVD STE 1550 LOS ANGELES CA 90024 956006143 501(C)(3) 69787 INFORMAL CAREGIVING IN CALIFORNIA: THE HEALTH PROFILE OF CAREGIVERS AND THE RISKS ASSOCIATED WITH CAREGIVING PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC 7500 OLD GEORGETOWN ROAD STE 600 BETHESDA MD 20814 530242962 501(C)(3) 328240 FRIDAY MORNING COLLABORATIVE: YEAR TWO GRANTMAKERS IN AGING 7333 PARAGON ROAD STE 220 DAYTON OH 45459 144014982 501(C)(3) 5000 GIA CONFERENCE HIGHLIGHTS JOHNS HOPKINS UNIVERSITY SCHOOL OF NURSING 525 N WOLFE STREET BALTIMORE MD 21205 520595110 501(C)(3) 22400 DOMAINS OF SERVICES: IMPLICATIONS FOR CLASS INSTITUTE ON AGING 3575 GEARY BOULEVARD SAN FRANCISCO CA 94118 942978977 501(C)(3) 20281 LINKING AFFORDABLE SENIOR HOUSING AND COMPREHENSIVE HEALTH CARE SERVICES INDIANA UNIVERSITY 620 UNION DRIVE ROOM 518 INDIANAPOLIS IN 46202 356001673 501(C)(3) 35000 NATIONAL DISSEMINATION OF THE GRACE MODEL ELDERHELP 4069 30TH STREET SAN DIEGO CA 92104 952880426 501(C)(3) 99926 IT TAKES A VILLAGE GREATER NEW YORK HOSPITAL FOUNDATION INC 555 W 57TH STREET NEW YORK CITY NY 10019 132954140 501(C)(3) 49200 INNOVATION COLLOQUIUM PRESIDENT AND DIRECTORS OF GEORGETOWN COLLEGE FOR GEORGETOWN UNIV BOX 571168 WASHINGTON DC 20057 530196603 501(C)(3) 49880 EQUITABLE AND SUSTAINABLE FINANCING FOR THE LONG-TERM CARE SAFETY NET: POLICY OPTIONS FOR FEDERAL-STATE FINANCING PRESIDENT AND DIRECTORS OF GEORGETOWN COLLEGE FOR GEORGETOWN UNIV BOX 571168 WASHINGTON DC 20057 530196603 501(C)(3) 49880 TRANSFORMING CARE FOR MEDICARE BENEFICIARIES WITH CHRONIC CONDITIONS AND FUNCTIONAL LIMITATIONS LONG-TERM QUALITY ALLIANCE & AMERICAN ASSOCIATION OF HOMES AND SERVICE 2519 CONNECTICUT AVE NW WASHINGTON DC 20024 136213525 501(C)(3) 11000 LTQA INNOVATIVE COMMUNITIES SUMMIT NATIONAL HEALTH POLICY FORUM & GEORGE WASHINGTON UNIVERSITY 2131 K STREET NW STE 500 WASHINGTON DC 20037 530196584 501(C)(3) 725000 BUILDING THE CONTINUUM OF CARE FOR OLDER ADULTS: EDUCATING FEDERAL HEALTH POLICYMAKERS 41 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCAN FOUNDATION ONLY MAKES GRANTS TO ORGANIZATIONS IN THE UNITED STATES. THE USE OF GRANT FUNDS IS MONITORED BY REVIEWING PROGRAM AND EXPENDITURE REPORTS ON A QUARTERLY BASIS. EXPENDITURE REPORTS ARE BEING REVIEWED AGAINST THE PROPOSED AND APPROVED BUDGETS AND PROGRAM REPORTS AGAINST THE PROPOSED AND APPROVED SCOPES OF WORK. X X X X X X 1 1 0 0 0 0 0 0 0 BRUCE CHERNOF 299418 0 112500 0 17492 0 41900 0 5899 0 477209 0 0 0 DAVID SCHMIDT 0 662524 0 285732 0 2103952 0 17150 0 15790 0 3085148 0 121631 RYAN TRIMBLE 0 89634 0 0 0 74152 0 0 0 876 0 164662 0 0 DENNIS EDER 0 358891 0 160682 0 20071 0 53792 0 26574 0 620010 0 0 DOUGLAS JAQUES 0 281461 0 100810 0 18010 0 40540 0 34266 0 475087 0 0 RENE SEIDEL 170652 0 26250 0 10894 0 14088 0 11082 0 232966 0 0 0 GRETCHEN ALKEMA 172834 0 8741 0 9548 0 3298 0 10711 0 205132 0 0 0 PART I, LINES 4A-B PART I, LINE 4A: DURING 2010, THE EMPLOYMENT RELATIONSHIP OF DAVID SCHMIDT, SCAN HEALTH PLAN AND SCAN GROUP CEO, WITH SCAN HEALTH PLAN WAS ENDED. IN CONNECTION WITH THE TERMINATION OF MR. SCHMIDT'S EMPLOYMENT, SCAN HEALTH AND SCAN GROUP NEGOTIATED AND PAID SEVERANCE TO MR. SCHMIDT THAT WAS IN ACCORDANCE WITH THE TERMS OF HIS THEN EXISTING EMPLOYMENT AGREEMENT WITH SCAN HEALTH PLAN AND SCAN GROUP. THE SEVERANCE WAS NOT RELATED TO THE SCAN FOUNDATION. PART I, LINE 4B: THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO ONLY SENIOR EXECUTIVES OF THE COMPANY. SENIOR V.P. AND OFFICERS ARE ELIGIBLE TO PARTICIPATE IN THE SECTION 457(F) PLAN. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE COMPANY'S SECTION 457(F) DURING THE YEAR 2010: DAVID SCHMIDT, DENNIS EDER, DOUGLAS JAQUES, AND BRUCE CHERNOF. COMPENSATION PURSUANT TO THE TERMS AND CONDITIONS OF THE SECTION 457(F) PLAN, A PARTICIPANT BECOMES 100% VESTED IN THE EMPLOYER CONTRIBUTION UPON THE OCCURRENCE OF ANY OF THE FOLLOWING WHILE THE PARTICIPANT IS AN EMPLOYEE: (I) THE PARTICIPANT HAS TEN YEARS OF CONTINUOUS EMPLOYMENT, COUNTING ONLY SERVICE AFTER DECEMBER 31, 2005; (II) THE PARTICIPANT REACHES THE AGE OF 62 AND HAS FIVE YEARS OF CONTINUOUS EMPLOYMENT; (III) THE PARTICIPANT'S INVOLUNTARY TERMINATION; (IV) THE PARTICIPANT'S DISABILITY; OR (V) THE PARTICIPANT'S DEATH. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS OUT OF THE SECTION 457(F) PLAN DURING THE YEAR: DAVID SCHMIDT, $121,631. FORM 990, PART VI, SECTION A, LINE 4 PURSUANT TO AN AMENDMENT OF ITS ARTICLES OF INCORPORATION, EFFECTIVE JANUARY 1, 2010, THE FOUNDATION BECAME ORGANIZED AS A NONMEMBER NONPROFIT PUBLIC BENEFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY DELOITTE TAX LLP, WORKING IN CONJUNCTION WITH SCAN'S FINANCE DEPARTMENT. SCAN HEALTH PLAN'S ACCOUNTING MANAGER AND SCAN FOUNDATION'S VP OF OPERATIONS HAVE A DIRECT RESPONSIBILITY FOR THIS EFFORT, SUBJECT TO SUPERVISION BY THE SCAN HEALTH PLAN'S CONTROLLER. 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 AND/OR KNOWLEDGE ABOUT THE VARIOUS MATTERS DISCLOSED AND/OR DESCRIBED IN THE FORM. THE GENERAL COUNSEL, IN PARTICULAR, REVIEWS THE FORM 990 AND ENSURES ACCURACY OF DESCRIPTIONS AND THAT DISCLOSURE IS COMPLETE. THE DRAFT FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS OF SCAN FOUNDATION, AND IS SHARED WITH ALL MEMBERS OF THE BOARD OF DIRECTORS AFTER IT IS READY FOR FILING BUT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE SCAN FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT ON INTEREST POLICY THROUGH ANNUAL CIRCULATION OF A CONFLICT OF INTEREST QUESTIONNAIRE WHICH IS REQUIRED TO BE ANSWERED BY ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, AND MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM. IN ADDITION, THERE IS REGULAR EDUCATION AND ENFORCEMENT THROUGH OVERSIGHT OF SUCH POLICY AND THE SCAN FOUNDATION GIFT AND BUSINESS COURTESIES POLICY WITH RESPECT TO THE FOUNDATION BY MEMBERS OF THE EXECUTIVE TEAM. THE LEGAL DEPARTMENT OF SCAN FOUNDATION REVIEWS ALL CONTRACTUAL RELATIONSHIPS ENTERED INTO BY THE FOUNDATION, AND THE GENERAL COUNSEL OF THE SCAN GROUP IS RESPONSIBLE FOR MONITORING CONFLICTS OF INTEREST THROUGH THE ANNUAL CIRCULATION AND REVIEW OF THE CONFLICT OF INTEREST QUESTIONNAIRE. ACCORDINGLY, THE LEGAL DEPARTMENT OF SCAN GROUP AND, IN PARTICULAR, THE GENERAL COUNSEL IS IN A POSITION TO MONITOR AND ENFORCE COMPLIANCE WITH THE POLICY ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 15A: THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER OF THE SCAN FOUNDATION IS CONDUCTED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SCAN GROUP, ALL OF THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION, DURING 2010, THE COMPENSATION COMMITTEE WORKED WITH AND RELIED UPON THE COUNSEL AND EXPERTISE OF ERNST & YOUNG, A 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. ERNST & YOUNG PROVIDES AN "EXECUTIVE COMPENSATION REPORT" TO THE COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. THE ERNST & YOUNG 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 COMPENSATION COMMITTEE DELIBERATES ON THE ISSUE OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE IN LIGHT OF THE ERNST & YOUNG EXECUTIVE COMPENSATION REPORT AND QUESTIONS ARE ASKED OF, AND ANSWERED BY ERNST & YOUNG, 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 FOLLOWING YEAR. THE FULL BOARD OF DIRECTORS OF THE SCAN FOUNDATION DELIBERATES AND THEN VOTES ON SUCH RECOMMENDATION; THE 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 CONTEMPORANEOUSLY PREPARED FOR AND REFLECT SUCH DELIBERATIONS AND DECISIONS. 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 GROUP, ALL OF THE VOTING MEMBERS OF WHICH ARE INDEPENDENT PERSONS. IN DETERMINING SUCH EMPLOYEE'S COMPENSATION, DURING 2010 THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE WORKED WITH RELIED UPON THE COUNSEL AND EXPERTISE OF ERNST & YOUNG, A 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. ERNST & YOUNG PROVIDES AN "EXECUTIVE COMPENSATION REPORT" TO THE HUMAN RESOURCES DEPARTMENT AND COMPENSATION COMMITTEE EACH YEAR WHICH FURNISHES THE BASIS FOR THE ESTABLISHMENT OF SUCH EMPLOYEES' COMPENSATION PACKAGE DURING THE FOLLOWING YEAR. ERNST & YOUNG 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 CHIEF EXECUTIVE OFFICER MAKES A RECOMMENDATION TO THE COMPENSATION COMMITTEE WITH RESPECT TO EACH OF SUCH EMPLOYEES' COMPENSATION PACKAGE IN LIGHT OF THE ERNST & YOUNG EXECUTIVE COMPENSATION REPORT. AT THE COMPENSATION COMMITTEE MEETING ADDRESSING SUCH MATTERS, QUESTIONS ARE ASKED OF, AND ANSWERED BY ERNST & YOUNG, REGARDING SUCH REPORT AND OTHER MATTERS RELEVANT TO SUCH PACKAGE. BASED ON SUCH 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 SUBSTANTIATE SUCH DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE SCAN FOUNDATION GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE CURRENTLY NOT MADE AVAILABLE TO THE PUBLIC. THE SCAN FOUNDATION MAKES THEIR FORM 990 AVAILABLE FOR PUBLIC INSPECTION, WHICH CONTAINS FINANCIAL INFORMATION. FORM 990, PART VII: RYAN TRIMBLE SERVED AS A BOARD MEMBER BETWEEN JANUARY 1, 2010 AND NOVEMBER 6, 2010. HE WAS COMPENSATED $74,152 AND RECEIVED A FORM 1099 REPORTING HIS COMPENSATION FROM SERVICES AS A BOARD MEMBER. ON NOVEMBER 7, 2010 HE ASSUMED THE ROLE OF INTERIM CEO OF SCAN HEALTH PLAN AND SCAN GROUP AND WAS COMPENSATED $89,634 AS AN EMPLOYEE OF SCAN HEALTH PLAN AND RECEIVED A FORM W-2 FOR HIS SERVICES AS SUCH. AVG HOURS DEVOTED TO RELATED ORG(S) WHEN RELATED COMP IS REPORTED: PART VII, SECTION A, COLUMN D REPORTS COMPENSATION PAID BY THE SCAN FOUNDATION FOR SERVICES PROVIDED TO THE SCAN FOUNDATION. PART VII, SECTION A, COLUMN E REPORTS COMPENSATION PAID BY THE SCAN GROUP FOR SERVICES PROVIDED TO THE SCAN FOUNDATION AND AFFILIATES.COLUMN B INCLUDES TOTAL HOURS FOR THE SCAN FOUNDATION ONLY. BELOW IS A BREAKDOWN OF HOURS SPENT PER AFFILIATE. THE FOLLOWING BOARD MEMBERS OF THE SCAN FOUNDATION ALSO DEVOTE THE FOLLOWING TIME TO THE SCAN HEALTH PLAN: COLLEEN CAIN - 1.3 HOUR PER WEEK LINDA STRIKE - 0.8 HOUR PER WEEK KIM HUNTER - 0.9 HOUR PER WEEK PATRICK SEAVER - 1.0 HOUR PER WEEK THOMAS MCDANIEL - 0.9 HOUR PER WEEK THOMAS HIGGINS - 0.9 HOUR PER WEEK SCAN HEALTH PLAN AND SCAN GROUP ARE OPERATED JOINTLY. THEREFORE, THE FOLLOWING OFFICERS AND KEY EMPLOYEES SPEND AN AVERAGE OF 40 HOURS PER WEEK BETWEEN THE TWO ORGANIZATIONS: DAVID SCHMIDT RYAN TRIMBLE DENNIS EDER DOUGLAS JAQUES THE FOLLOWING BOARD MEMBERS OF THE SCAN FOUNDATION ALSO DEVOTE THE FOLLOWING TIME TO SCAN GROUP: COLLEEN CAIN - 11.9 HOUR PER WEEK LINDA STRIKE - 7.1 HOUR PER WEEK KIM HUNTER - 7.7 HOUR PER WEEK PATRICK SEAVER - 9.0 HOUR PER WEEK THOMAS MCDANIEL - 8.6 HOUR PER WEEK THOMAS HIGGINS - 8.4 HOUR PER WEEK THE FOLLOWING BOARD MEMBERS OF THE SCAN FOUNDATION ALSO DEVOTE THE FOLLOWING TIME TO SCAN HEALTH PLAN ARIZONA AND SCAN LONG TERM CARE: LINDA STRIKE - 1.2 HOUR PER WEEK RYAN TRIMBLE - 0.8 HOUR PER WEEK CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 10,551,197. SCAN HEALTH PLAN 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 953858259 MEDICARE ADVANTAGE CA 501(C)(3) LINE 9 SCAN GROUP 1 SCAN HEALTH PLAN ARIZONA 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 731729007 MEDICARE ADVANTAGE AZ 501(C)(4) SCAN GROUP 0 SCAN LONG TERM CARE 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 204607594 MEDICAID MGMT. CARE AZ 501(C)(4) SCAN HEALTH PLAN ARIZONA 0 SCAN GROUP 3800 KILROY AIRPORT WAY SUITE 100 LONG BEACH CA 90806 953826037 ADMIN. SUPPORT CA 501(C)(3) LINE 11, TYPE II N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 SCAN HEALTH PLAN O 328902 SEE PART VII SCAN GROUP O 466141 SEE PART VII SCHEDULE R, PART VII THE PERCENTAGE OF ALLOCATION TO AFFILIATED COMPANIES IS DETERMINED BASED ON ESTIMATED PERCENTAGE OF TIME WORKED, PERCENTAGE OF HEADCOUNTS, AND THE PERCENTAGE OF SCAN MEMBERSHIP, AS APPROPRIATE BASED ON THE NATURE OF THE EXPENSE.