The Scan foundation's mission is to advance a coordinated and easily navigated system of high-quality services for older adults that preserve dignity and independence.

501(c)(3) charity; gifts are tax-deductible.
77¢ of each $1 spent went to programs.
$2.6M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $3.9M a year · 22% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
77%
of spending
Looks good: 77% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $246.7M in investments, Pt X · Ln 11–13
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $251K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.8M
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 12 voting members
Looks good: 11 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.7M
Spent
$11.1M
To programs
77%
Net assets
$247.3M
By yearFY2020–FY2024
Revenue
$11.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$11.7M
FY2021$41.4M
FY2022$9.1M
FY2023$11.5M
FY2024$13.9M
Expenses
$11.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$11.1M
FY2021$10.7M
FY2022$13.9M
FY2023$15.2M
FY2024$17.0M
Net assets
$247.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$247.3M
FY2021$293.2M
FY2022$248.3M
FY2023$255.2M
FY2024$259.0M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

77 cents of each dollar spent went to programs.

Program services 77% · $8.6M Management & general 23% · $2.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$607,781Pt VII · Sec A
Secretary/Treasurer
$292,815Pt VII · Sec A
VP Policy & Communications
$291,916Pt VII · Sec A
VP Innovations
$266,001Pt VII · Sec A
Program Officer
$161,513Pt VII · Sec A
Director of Finance
$158,104Pt VII · Sec A
Director of Policy
$153,994Pt VII · Sec A
Program Officer
$144,621Pt VII · Sec A

Mohanty Sarita a’s $670K as CEO is at the 98th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mohanty Sarita a$669,894$649,626———
Sarita a Mohanty——$628,165——
Bruce Chernof——$128,648$287,793$607,781
Sarita Mohanty———$583,871—
Alkema Gretchen—$491,681———
Heavener Anika$398,451$383,667———
Saborio Rigoberto J$349,798$302,455———
Rene Seidel——$67,181$324,802$292,815

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Scan Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds and advocates for improved healthcare, financial security, and support systems to help older adults live with dignity and independence.

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Provided by the organization

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1 program · $8.6M · in their own filed words · FY2020
01

In october 2018, the board approved the new strategic framework for 2019-2023. In this refreshed framework, the former thematic goal 1: medicare-medicaid integration, and goal 2: person-centered care, were combined into the current goal 1.

$8.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Metta FundFY2024$225K
Total grants receivedfrom 3 funders$251K
See all 3 funders →
Grants paid · 345 grants · $30.7M · 2020–2024
University of Massachusetts BostonFY2024$649,189
Public Policy LabNY · FY2024$599,560
Generation - You Employed INCDC · FY2024$348,431
Digital Medicine Society INCMA · FY2024$300,000
Public Policy LabNY · FY2024$272,943
Anne Tumlinson Innovations LLCFY2024$257,386
Generation - You Employed INCDC · FY2024$250,185
California Collaborative for LtssFY2024$233,100
Bipartisan Policy Center INCDC · FY2024$225,000
Uc DavisFY2024$199,881
Justice in AgingDC · FY2024$164,000
Providence Portland Medical CenterFY2024$159,250
Coalition for Health Ai INCMN · FY2024$150,000
See all 345 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$11.7M
Ln 12
Investment incomeLn 3$11.4M
Gifts and grantsLn 1h$375K
Money outPt IX
$11.1M
Ln 25
Programscol B$8.6M
Managementcol C$2.5M
Owns and owesPt X
$247.3M
net assets · Ln 32
Cash and savingsLn 1–2$4.0M
Total assetsLn 16$251.1M
LiabilitiesLn 26$3.8M
PeoplePt VI, VII
20
listed · VII A
PaidVII A20
Voting boardVI 1a12
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$375K
Investment incomeLn 3$11.4M
Gains on assetsLn 7$7.9M
Total revenueLn 12$11.7M
Assets in detailPt X, end of year
CashLn 1$817K
SavingsLn 2$3.1M
Cash and savings togetherLn 1–2$4.0M
InvestmentsLn 11–13$246.7M
Land, buildings, equipmentLn 10c$102K
Other assetsLn 15$18K
Total assetsLn 16$251.1M
LiabilitiesLn 26$3.8M
Net assetsLn 32$247.3M
OperationsPt I, VI
EmployeesI 514
VolunteersI 62
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.4M$4.0M
InvestmentsLn 11–13$227.3M$246.7M
Land, buildings, equipmentLn 10c$128K$102K
Total assetsLn 16$232.2M$251.1M
LiabilitiesLn 26$4.0M$3.8M
Net assetsLn 32$228.2M$247.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4.8M$4.8M
Grants to domestic individualsLn 2$461K$461K
Pay of current officers, directors and key staffLn 5$2.0M$1.5M$519K
Other salaries and wagesLn 7$1.1M$856K$215K
Pension plan contributionsLn 8$113K$92K$21K
Other employee benefitsLn 9$92K$73K$18K
Payroll taxesLn 10$161K$128K$32K
Management feesLn 11a$235K$235K
Legal feesLn 11b$329K$329K
Accounting feesLn 11c$136K$136K
Investment management feesLn 11f$534K$534K
Other fees for servicesLn 11g$648K$224K$424K
Office expensesLn 13$4K$3K$861
Information technologyLn 14$73K$68K$5K
OccupancyLn 16$173K$138K$35K
TravelLn 17$45K$40K$5K
Conferences, conventions and meetingsLn 19$190K$189K$813
Depreciation, depletion and amortizationLn 22$26K$21K$5K
Other expenses (24a–d)Ln 24$5K$4K$2K
Total functional expensesLn 25$11.1M$8.6M$2.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.9M$17.0M−$3.1M$259.0M 990 PDF
FY2023 $11.5M$15.2M−$3.7M$255.2M 990 PDF
FY2022 $9.1M$13.9M−$4.8M$248.3M 990 PDF
FY2021 $41.4M$10.7M$30.7M$293.2M 990 PDF
FY2020 Viewing $11.7M$11.1M$658K$247.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $11,732,897 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $390,000$375,000
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $16,205,535$11,357,897
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $16,595,535$11,732,897
I-13 Grants and similar amounts paidPrior year $5,685,138$5,237,340
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,413,295$3,439,430
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,399,139$2,397,981
I-18 Total expensesPrior year $11,497,572$11,074,751
I-19 Revenue less expensesPrior year $5,097,963$658,146
Part VI · Governance 11 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,732,897 across 5 lines filed
VIII-1f All other contributions, gifts and grants$375,000
VIII-1h Total contributions, gifts and grants$375,000
VIII-3 Investment incomeUnrelated business −$82,939 · Excluded from tax $3,531,912$3,448,973
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,908,924$7,908,924
VIII-12 Total revenueRelated to mission $0 · Unrelated business −$82,939 · Excluded from tax $11,440,836$11,732,897
Part IX · Statement of functional expenses $11,074,751 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $4,776,824$4,776,824
IX-2 Grants to domestic individualsPrograms $460,516$460,516
IX-5 Pay of current officers, directors and key staffPrograms $1,483,699 · Management $519,175$2,002,874
IX-7 Other salaries and wagesPrograms $855,925 · Management $215,057$1,070,982
IX-8 Pension plan contributionsPrograms $92,405 · Management $20,776$113,181
IX-9 Other employee benefitsPrograms $73,267 · Management $18,387$91,654
IX-10 Payroll taxesPrograms $128,491 · Management $32,248$160,739
IX-11a Management feesManagement $235,189$235,189
IX-11b Legal feesManagement $328,725$328,725
IX-11c Accounting feesManagement $136,306$136,306
IX-11f Investment management feesManagement $534,337$534,337
IX-11g Other fees for servicesPrograms $224,048 · Management $423,779$647,827
IX-13 Office expensesPrograms $2,738 · Management $861$3,599
IX-14 Information technologyPrograms $68,292 · Management $5,054$73,346
IX-16 OccupancyPrograms $138,329 · Management $34,582$172,911
IX-17 TravelPrograms $39,953 · Management $4,679$44,632
IX-19 Conferences, conventions and meetingsPrograms $188,970 · Management $813$189,783
IX-22 Depreciation, depletion and amortizationPrograms $20,757 · Management $5,189$25,946
IX-24 Other expenses (24a–d)Programs $3,633 · Management $1,747$5,380
IX-25 Total functional expensesPrograms $8,557,847 · Management $2,516,904 · Fundraising $0$11,074,751
Part X · Balance sheet $251,069,671 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,592,075$816,853
X-2 Savings and temporary cash investmentsStart of year $2,762,945$3,140,286
X-4 Accounts receivableStart of year $314,226$273,764
X-9 Prepaid expenses and deferred chargesStart of year $8,755$11,347
X-10c Land, buildings and equipment, netStart of year $127,994$102,049
X-11 Publicly traded securitiesStart of year $182,186,611$191,206,178
X-12 Other securitiesStart of year $44,150,503$53,475,124
X-13 Program-related investmentsStart of year $999,998$2,025,998
X-15 Other assetsStart of year $18,072$18,072
X-16 Total assetsStart of year $232,161,179$251,069,671
X-17 Accounts payable and accrued expensesStart of year $1,410,601$1,033,488
X-18 Grants payableStart of year $1,605,703$1,626,833
X-25 Other liabilitiesStart of year $943,277$1,143,636
X-26 Total liabilitiesStart of year $3,959,581$3,803,957
X-27 Net assets without donor restrictionsStart of year $228,071,938$247,265,714
X-28 Net assets with donor restrictionsStart of year $129,660$0
X-32 Total net assets or fund balancesStart of year $228,201,598$247,265,714
X-33 Total liabilities and net assetsStart of year $232,161,179$251,069,671
Part XI · Reconciliation of net assets $247,265,714 net assets at year end
XI-1 Total revenue$11,732,897
XI-2 Total expenses$11,074,751
XI-3 Revenue less expenses$658,146
XI-4 Net assets at start of year$228,201,598
XI-5 Net unrealized gains (losses) on investments$18,289,712
XI-9 Other changes in net assets$116,258
XI-10 Net assets at end of year$247,265,714

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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