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Nonprofit · EIN 87-2944493

SCAN HEALTH PLAN TEXAS INC

Also known as SCAN HEALTH PLAN

Tax-exempt · LONG BEACH, CA 90806

Financials

$5.6M$5.1M2023$8M$6.1M2024
Revenue Expenses · by fiscal year end
Financials of SCAN HEALTH PLAN TEXAS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,040,346$6,098,023$1,942,323$7,325,534$2,491,398$4,834,136
December 31, 2023990$5,622,742$5,134,507$488,235$5,009,427$2,119,739$2,889,688
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,700,000
Program service revenue
$3,337,124
Investment income
$3,222
Other revenue
$0

Expenses

Grants and similar amounts paid
$160,500
Compensation of officers, directors and key employees
$233,638
Salaries, compensation and benefits (total)
$283,140
Professional fundraising fees
$0
Legal fees
$7,024
Accounting fees
$67,931
Occupancy
$25,028
Travel
$45,757
Depreciation
$2,780
Program services (functional)
$5,697,832
Management and general (functional)
$400,191

Balance sheet and other

Total assets, start of year
$5,009,427
Total assets, end of year
$7,325,534
Total liabilities, end of year
$2,491,398
Net assets, end of year
$4,834,136
Net assets without donor restrictions
$4,834,136
Gross receipts
$8,040,346
Employees
0
Volunteers
0
Year formed
2021
State of legal domicile
TX

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAIN MD SACHIN HPRESIDENT & CEO
Trustee or director, Officer
1$0$3,970,505$1,895,935
PLUMB MICHAELCHIEF FINANCIAL OFFICER
Trustee or director, Officer
1$0$1,197,368$796,322
MONK NANCY J END 122024CHIEF OPERATIONS OFFICER
Trustee or director
2$0$1,791,341$54,167
SCHULTE KAREN HPRESIDENT, MEDICARE
Trustee or director, Officer
1$0$976,492$606,229
DELPHIN-RODRIGUEZ RENEE CCHIEF LEGAL OFFICER & GC
Trustee or director, Officer
1$0$864,149$608,128
LEUNG KWAN-MOONCHIEF DATA OFFICER
Key employee
1$0$847,484$315,555
BLEA MICHAELCVP, CHIEF GROWTH OFFICER
Key employee
2$0$621,755$330,508
SELBY JILL V END 032024SVP PRODUCT DEV & MKT EXP
Key employee
0.5$0$893,038$13,688
HAMMASH MUHANNADCVP, MED POL & CORP SUP
Officer
2$0$626,676$226,064
HAWKINS GINETTESVP, CHIEF RISK OFFICER
Key employee
1$0$517,232$317,796
HAVAI VIRGINIA AVP CONTROLLER
Officer
1$0$488,981$202,204
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAIN MD SACHIN HCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
1$0$3,268,166$1,554,958
PLUMB MICHAELCHIEF FINANCIAL OFFICER
Trustee or director, Officer
1$0$1,101,248$666,170
STANISLAW SHERRYGENERAL MANAGER OFFICER (END 06/2023)
Trustee or director, Officer
1$0$1,246,301$32,580
SCHULTE KAREN HPRESIDENT, MEDICARE (BEG 12/2022)
Trustee or director, Officer
1$0$740,787$486,465
LEUNG KWAN-MOONSVP, CHIEF DATA OFFICER
Key employee
2$0$790,378$290,566
KROEKER KEVIN BSPECIAL COUNSEL (END 07/2023)
Trustee or director, Officer
1$0$1,017,186$51,046
HAMMASH MUHANNADCVP, CORP MEDICAL DIRECTOR
Officer
2$0$603,415$215,012
DELPHIN-RODRIGUEZ RENEE CCHIEF LEGAL OFFICER & GC (BEG 3/23)
Trustee or director, Officer
1$0$435,053$374,248
HAVAI VIRGINIA AVP CONTROLLER
Officer
1$0$526,736$194,989
SELBY JILL VSVP PRODUCT DEV & MKT EXP
Key employee
0.5$0$591,867$57,440
BLEA MICHAELCVP, CHIEF GROWTH OFFICER (BEG 02/2023)
Key employee
2$0$416,368$145,644
HAWKINS GINETTESVP, CHIEF RISK OFFICER
Key employee
1$0$420,404$95,275

Address and contacts

Address (IRS master file)
3800 KILROY AIRPORT WAY STE 100, LONG BEACH, CA 90806-6818
In care of
% VIRGINIA HAVAI
Principal officer (990 for 2024)
KAREN SCHULTE, 3800 KILROY AIRPORT WAY 100, LONG BEACH, CA 908065616
Signed the 990
KAREN SCHULTE, PRESIDENT
Phone
(562) 989-5100
Return prepared by
DELOITTE TAX LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 87-2944493 or by the name SCAN HEALTH PLAN TEXAS INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

KEEPING SENIORS HEALTHY AND INDEPENDENT

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE SERVICESAS A MEDICARE ADVANTAGE AND PRESCRIPTION DRUG PLAN (MAPD) IN TEXAS, SCAN HEALTH PLAN TEXAS COLLABORATES WITH A NETWORK OF DELEGATED AND NON-DELEGATED PROVIDERS TO OFFER MEDICARE COVERED HEALTH CARE AND BEHAVIORAL HEALTHCARE AND ADDITIONAL SUPPLEMENTAL BENEFITS. OUR MEMBER-CENTRIC MODEL OF CARE ENSURES QUALITY, INDIVIDUALIZED CARE FOR ALL MEMBERS, INCLUDING MEMBERS WITH CHRONIC CONDITIONS AND FRAIL MEMBERS WITH FUNCTIONAL DEFICITS.
    Expenses $5,515,291 · revenue $3,337,124
  • INDEPENDENCE AT HOME:SCAN'S MISSION OF KEEPING SENIORS HEALTHY AND INDEPENDENT IS NOT LIMITED TO SCAN MEMBERS. SCAN RECOGNIZES ITS RESPONSIBILITY TO ENHANCE THE QUALITY OF LIFE FOR ALL THOSE IN THE COMMUNITIES WE SERVE. TO THAT END, SCAN SPONSORS AND PROMOTES INNOVATIVE GERIATRIC SERVICES, INVESTS IN SIGNIFICANT COMMUNITY EDUCATION AND OUTREACH EFFORTS, AND SUPPORTS LIKE-MINDED COMMUNITY ORGANIZATIONS THROUGH GRANTS. THE CORNERSTONE OF SCAN'S COMMUNITY ENGAGEMENT COMES THROUGH INDEPENDENCE AT HOME (IAH), SCAN'S COMMUNITY BENEFIT DIVISION. IAH PROGRAMS ARE GEARED TO SUPPORT THE UNDERSERVED, FRAIL AND DISABLED OLDER ADULTS AND THEIR CAREGIVERS IN OUR COMMUNITY.IAH'S HALLMARK PROGRAMS ARE:- INSIGHTS: THIS PROGRAM OFFERS FREE, ACCESSIBLE MENTAL HEALTH SUPPORT FOR OLDER ADULTS AND THEIR CAREGIVERS THROUGH BEHAVIORAL HEALTH CLASSES. THESE SESSIONS DELIVER PSYCHOEDUCATIONAL CONTENT ON TOPICS SUCH AS DEPRESSION, ANXIETY, GRIEF AND LOSS, AND SOCIAL ISOLATION, AMONG OTHERS, AND ARE AVAILABLE IN BOTH ENGLISH AND SPANISH. IN COLLABORATION WITH NONPROFITS AND SENIOR-FOCUSED ORGANIZATIONS ACROSS SCAN'S TEXAS SERVICE AREAS, IAH PROMOTES CULTURALLY RESPONSIVE PROGRAMMING AND EXTENSIVE COMMUNITY OUTREACH.IN 2024, A TOTAL OF 45 BEHAVIORAL HEALTH CLASSES WERE DELIVERED IN VARIOUS COMMUNITY SETTINGS REACHING 311 CLASS PARTICIPANTS .- COMMUNITY HEALTH EDUCATION: THIS PROGRAM OFFERS FREE, ACCESSIBLE CLASSES AND WORKSHOPS THAT PROMOTE HEALTHY AGING AND SUPPORT OLDER ADULTS AND THEIR CAREGIVERS IN ADOPTING HEALTHY LIFESTYLES. COVERING MORE THAN 50 TOPICSINCLUDING HEALTH, WELLNESS, TECHNOLOGY, AND SOCIAL CONNECTIONTHESE SESSIONS ARE DELIVERED IN ENGLISH AND SPANISH. IN PARTNERSHIP WITH NONPROFITS AND SENIOR-SERVING ORGANIZATIONS ACROSS SCAN'S TEXAS SERVICE REGIONS, IAH ENSURES CULTURALLY RESPONSIVE PROGRAMMING AND BROAD COMMUNITY REACH.IN 2024, A TOTAL OF 146 CLASSES WERE DELIVERED IN VARIOUS COMMUNITY SETTINGS REACHING 2,800 CLASS PARTICIPANTS. - SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM: SCAN'S COMMUNITY GIVING (CG) PROGRAM IS FOCUSED ON MEETING AN INDIVIDUAL'S BASIC NEEDS INCLUDING NUTRITION, SHELTER, HEALTH AND SOCIALIZATION, AND ON ENHANCING AN INDIVIDUAL'S ABILITY TO REMAIN INDEPENDENT IN THEIR OWN COMMUNITY. THIS IS ACCOMPLISHED THROUGH ONE-TIME OPERATING GRANTS. THE SCAN COMMUNITY GIVING STAFF IDENTIFY ORGANIZATIONS WHOSE MISSION ALIGNS WITH THE PROGRAM PRIORITIES. AS A RESULT OF THIS APPROACH, THE MAJORITY OF GRANTEES ARE IDENTIFIED AND CONTACTED BY OUR STAFF.POLICIES AND PROCEDURES:A. IDENTIFICATION AND VETTING OF POTENTIAL PROGRAM GRANTEES - THE DIRECTOR AND COMMUNITY GIVING STAFF, COLLABORATEWITH VARIOUS SCAN HEALTH PLAN DEPARTMENTS (I.E., HEALTH CARE SERVICES AND INDEPENDENCE AT HOME) AND REPUTABLE AGENCIES TO IDENTIFY PROSPECTIVE GRANTEE ORGANIZATIONS. THE PROSPECTIVE GRANTEES UNDERGO THE COMMUNITY GIVING VETTING PROCESS AND ARE MEASURED AGAINST THE FOLLOWING CRITERIA: 1) ALIGNMENT WITH THE SCAN HEALTH PLAN MISSION; 2) VERIFIED STATUS AS A NONPROFIT OR GOVERNMENTAL AGENCY WITH TAX-EXEMPT STATUS; 3) HISTORY OF DIRECT SERVICE TO OLDER ADULTS AND CAREGIVERS AND; 4) OPERATIONAL HISTORY, WITH A MINIMUM OF THREE YEARS AS A LEGAL ENTITY. SUCCESSFUL CANDIDATES ARE ADDED TO THE LARGER SCAN HEALTH PLAN GRANTEE POOL.B. SHORT LISTING POTENTIAL GRANTEES - THE DIRECTOR AND COMMUNITY GIVING STAFF USE VARIOUS METHODS, INCLUDING OUTBOUND CALLS, INTERNET RESEARCH, LOCAL 2-1-1, NONPROFIT 990 DATABASES, FOUNDATION DIRECTORIES AND NONPROFIT & SOCIAL SERVICE SECTOR INDUSTRY REPORTS TO REVIEW THE POTENTIAL GRANTEE POOL AND GENERATE A SHORTLIST.C. EVALUATION AND SELECTION OF GRANTEES BY THE COMMUNITY GIVING COMMITTEE (CGC) - THE CGC IS COMPOSED OF REPRESENTATIVES FROM DIFFERENT LEVELS OF MANAGEMENT AND IS LED BY A DESIGNATED COMMITTEE CHAIR. THE CGC MEETS ON A QUARTERLY BASIS AND ITS ROLE IS TWOFOLD: 1) EVALUATE, SELECT, AND DECIDE THE AMOUNT TO BE AWARDED TO THE GRANTEE ORGANIZATIONS, AND 2) STEER THE COMMUNITY GIVING PROGRAM. THE CGC BASES ITS DECISION TO MAKE AWARDS ON THE INFRASTRUCTURE OF THE GRANTEE ORGANIZATION, THEIR PERCEIVED ABILITY TO EFFECTIVELY AND EFFICIENTLY IMPACT THE LIVES OF SENIORS, AND THEIR ABILITY TO CONTINUE A SUSTAINABLE RELATIONSHIP. D. GRANTEE OUTREACH - SUBSEQUENT TO THE CGC EARMARKING AND APPROVING GRANT FUNDS, THE DIRECTOR OR COMMUNITY GIVING STAFF PLACES AN OUTREACH CALL TO THE PROSPECTIVE GRANTEE ORGANIZATION. THE GRANTEE ORGANIZATION IS INFORMED OF SCAN FUNDING AND OPPORTUNITY TO APPLY FOR A ONE-TIME GRANT VIA SCAN'S ONLINE GRANT APPLICATION AND GRANTS MANAGEMENT SYSTEM. THE DIRECTOR, COMMUNITY GIVING OR DESIGNEE REVIEWS EACH APPLICATION TO ASSESS ALIGNMENT WITH GIVING PROGRAM GOALS AND PURPOSE AND MAKE RECOMMENDATION FOR FUNDING. THE LIST OF RECOMMENDED GRANTEES IS SUBMITTED TO THE CGC EACH QUARTER TO BE DISCUSSED AND VOTED ON. A GRANT AGREEMENT IS DEVELOPED FOR GRANTS APPROVED BY CGC, CONTAINING INFORMATION ON FUNDING RESTRICTIONS AND REQUIREMENTS FOR GRANT REPORTING. ONLY AFTER A SIGNED AGREEMENT HAS BEEN FULLY EXECUTED WILL THE GRANT PAYMENT PHASE BE INITIATED. IF THE FUNDING IS CONSIDERED AN EMERGENCY NEED DUE TO A PUBLIC HEALTH EMERGENCY OR A NATURAL DISASTER, THIS PROCESS WILL BE ACCELERATED WITH THE COMMITTEE REVIEWING AND APPROVING REQUESTS MORE FREQUENTLY.E. ALL GRANTEES SUBMIT IMPACT REPORTS, DOCUMENTING METRICS AND PERFORMANCE YEAR-TO-DATE THROUGHOUT THE DURATION OF THE FUNDING. THE COMMUNITY GIVING STAFF TRACKS AND REVIEWS THE REPORTS TO ENSURE ADHERENCE TO GRANT DELIVERABLES AND COMPLIANCE. COMMUNITY GIVING STAFF ADDRESS ANY IDENTIFIED ISSUES WITH THE GRANTEE TO DETERMINE THE CAUSE AND ANY REMEDIATION REQUIRED. ISSUES WITH COMPLIANCE ARE RAISED TO THE DIRECTOR, COMMUNITY GIVING WHO WILL ASSIST WITH REMEDIATION OR ELEVATE TO THE CGC FOR ADVISEMENT AND/OR APPROVAL IF A CHANGE TO THE GRANTEE'S SCOPE OF WORK IS REQUIRED. SCAN RECOGNIZES THAT ITS RESPONSIBILITY TO THE COMMUNITIES WE SERVE GOES BEYOND BUSINESS AND PROVIDING QUALITY HEALTHCARE.SCAN HEALTH PLAN COMMUNITY GIVING PROGRAM:SCAN SUPPORTED THE FOLLOWING SAFETY NET ORGANIZATIONS WITH FUNDING TO SUPPORT SERVICES TARGETING OLDER ADULTS AND FAMILY CAREGIVERS: BAKERRIPLEY, CASA HELOTES SENIOR CENTER, INC., CATHOLIC CHARITIES ARCHDIOCESE OF SAN ANTONIO, CHINESE COMMUNITY CENTER, INC., FAMILY SERVICE ASSOICATION OF SAN ANTONIO, INC., GREATER RANDOLPH AREA SERVICES PROGRA, INC., HOUSTON FOOD BANK, KING'S COMPASSION, MISSION CENTERS OF HOUSTON, NORTHEAST SENIOR ASSISTANCE, PRESA COMMUNITY SERVICE CENTER, SECOND SERVICES OF HOUSTON, AND WEST HOUSTON ASSISTANCE MINISTRIESIN 2024, SCAN COMMUNITY GIVNG PROGRAM AWARDED 13 GRANTS TO 13 ORGANIZATIONS, TOTALING $160,500 IN TEXAS
    Expenses $182,541 · grants $160,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-2944493
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2025
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E60)
Assets (IRS master file)
$7,325,534
Income (IRS master file)
$8,040,346

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,040,346$6,098,023$7,325,534XML
990December 2023$5,622,742$5,134,507$5,009,427XML
990December 2022–––IRS
990December 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-2944493).

Questions about SCAN HEALTH PLAN TEXAS INC

What is the EIN of SCAN HEALTH PLAN TEXAS INC?
The employer identification number (EIN) of SCAN HEALTH PLAN TEXAS INC is 87-2944493.
Is SCAN HEALTH PLAN TEXAS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2025.
Are donations to SCAN HEALTH PLAN TEXAS INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SCAN HEALTH PLAN TEXAS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SCAN HEALTH PLAN TEXAS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SCAN HEALTH PLAN TEXAS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SCAN HEALTH PLAN TEXAS INC?
The 990 for the year ended December 31, 2024 names KAREN SCHULTE.
Who are the officers and directors of SCAN HEALTH PLAN TEXAS INC?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does SCAN HEALTH PLAN TEXAS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,040,346, expenses of $6,098,023 and total assets of $7,325,534 at year end.

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