The Scan Foundation
Public records show a registered, tax-exempt organization in good standing.
What it says it does
THE SCAN FOUNDATION ENVISIONS A SOCIETY WHERE ALL OF US CAN AGE WELL WITH PURPOSE. WE PURSUE THIS VISION BY IGNITING BOLD AND EQUITABLE CHANGES IN HOW OLDER ADULTS AGE IN BOTH HOME AND COMMUNITY.
- Income
- $13.9 million
- Spending
- $17.0 million
- Spent on programs
- 77%
- Reserves
- Over 10 years of spending
- Largest source of income
- investment income, 97%
- Employees
- 22
- Volunteers
- 0
- Highest pay
- $810,400, ceo
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 85 out of 100. Higher than 79% of charities in its peer group (human services, $10m to $100m).
Reserves
35 of 35Spendable reserves would cover more than ten years of spending.
Debt
20 of 20It owes 2% of what it owns.
Living within its means
0 of 15Spending exceeded income by 22% of income.
Income trend
15 of 15Income rose 21% on the year before.
Spending floor
15 of 1577% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 35% of charities in its peer group (human services, $10m to $100m).
Independent board
25 of 2510 of 11 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $13.1 million spent. THE SCAN FOUNDATION'S (THE FOUNDATION) STRATEGIC FRAMEWORK FOR 2023-2025, FOCUSES ON FOUR STRATEGIC OBJECTIVES, AS FOLLOWS:1. MODELS OF CARE: EVOLVE MODELS OF CARE & FINANCING SO THAT HEALTH AND AGING SUPPORTS REFLECT NEEDS AND PREFERENCES.2. DATA EQUITY: DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM.3. FINANCIAL SECURITY: IMPROVE OLDER ADULT FINANCIAL STABILITY THROUGH INCOME GENERATION, AND DEBT AND SAVINGS MANAGEMENT.4. HEALTH EQUITY: REDUCE HEALTH DISPARITIES AND IMPROVE THE LIVES OF ALL OLDER ADULTS.DURING 2024, THE FOUNDATION FOCUSED ON PROGRESS ACROSS EACH OF THE STRATEGIC OBJECTIVES ABOVE. AS IN THE PAST, THE FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. DURING 2024, THE FOUNDATION FOCUSED ON PROGRESS ACROSS EACH OF THE STRATEGIC OBJECTIVES ABOVE. AS IN THE PAST, THE FOUNDATION'S GRANT-MAKING IS PRIMARILY FOR THE BENEFIT OF CALIFORNIANS. HOWEVER, SINCE CARE FOR CALIFORNIA SENIORS IS LARGELY FINANCED BY THE FEDERAL GOVERNMENT (THROUGH MEDICARE AND MEDICAID), THE POLICY WORK OF THE FOUNDATION ALSO HAS A FEDERAL FOCUS. THE FOLLOWING HIGHLIGHTED PROJECTS SHAPED PROGRESS IN THE FOUNDATION'S STRATEGIC OBJECTIVES IN 2024: STRATEGIC OBJECTIVE #1. MODELS OF CARE EVOLVE MODELS OF CARE AND FINANCING SO THAT HEALTH AND AGING SUPPORTS REFLECT NEEDS AND PREFERENCES. THE FOUNDATION'S LEADERSHIP AND COLLABORATIVE PARTNERSHIPS HAVE CHALLENGED LONGSTANDING MYTHS AND MARSHALED KEY STAKEHOLDERS TO ADVANCE THE PROMISE OF A COORDINATED SYSTEM OF PERSON-CENTERED CARE. SUCCESSES NORC AT THE UNIVERSITY OF CHICAGO COMPLETED GROUNDBREAKING RESEARCH ON THE "NEAR DUAL" POPULATION, OFFERING AN UNPRECEDENTED ANALYSIS OF THIS VULNERABLE GROUP OF OLDER ADULTS' DEMOGRAPHICS, NEEDS, COVERAGE DYNAMICS, AND ACTIONABLE POLICY RECOMMENDATIONS. THE FINDINGS WERE SHARED DURING A WIDELY ATTENDED CAPSTONE WEBINAR FEATURING THE FOUNDATION, NORC LEADERS, AND KEY ADVISORS, INCLUDING THE NEW CALIFORNIA HEALTH AND HUMAN SERVICES SECRETARY, SPARKING IMPORTANT DIALOGUE ON POLICY IMPLICATIONS. THE PEOPLE SAY: THE FOUNDATION CO-LED A HIGHLY SUCCESSFUL PLENARY PRESENTATION AT THE NATIONAL ASSOCIATION OF MEDICAID DIRECTORS (NAMD) ANNUAL MEETING, SHOWCASING THE PEOPLE SAY PLATFORM AND FEATURING STORIES FROM OLDER ADULTS, DRAWING INTEREST FROM OVER 1,000 MEDICAID POLICYMAKERS AND STAKEHOLDERS. FOLLOW-UP INQUIRIES FROM KEY LEADERS, INCLUDING MEDICAID DIRECTORS AND HEALTH FOUNDATION EXECUTIVES, HIGHLIGHT THE PLATFORM'S IMPACT, FURTHER AMPLIFIED THROUGH TWO VIRTUAL BRIEFINGS ATTENDED BY NEARLY 300 FEDERAL AND STATE AGENCY EXPERTS. TO SUSTAIN THIS MOMENTUM, THE FOUNDATION AIMS TO EXPAND PEOPLE SAY TO NEW GEOGRAPHIES AND POPULATIONS. NATIONAL PLAN ON AGING: THE FOUNDATION IS CO-PLANNING TWO ADDITIONAL INTERAGENCY COORDINATING COMMITTEE ON HEALTHY AGING AND AGE-FRIENDLY COMMUNITIES LISTENING SESSIONS IN EARLY 2025, FOCUSING ON INDIGENOUS COMMUNITIES IN ARIZONA AND STAKEHOLDERS IN SAN DIEGO, CO-FUNDED BY THE JOHN A. HARTFORD FOUNDATION AND WEST HEALTH. ADDITIONALLY, THE FOUNDATION RELEASED A BLOG HIGHLIGHTING THE DEVELOPMENT OF THE NATIONAL PLAN ON AGING BY THE ADMINISTRATION FOR COMMUNITY LIVING (ACL). LONG-TERM CARE (LTC) FINANCING: AT THE OCTOBER 2024 SCAN FOUNDATION BOARD STRATEGIC PLANNING SESSION, DEAN ROSEN EMPHASIZED THE IMPORTANCE OF EDUCATION RELATED TO LONG TERM SERVICES AND SUPPORTS REFORMS. THE FOUNDATION'S FORTHCOMING LTC COMPENDIUM, DEVELOPED WITH UMASS BOSTON AND REVIEWED BY BIPARTISAN EXPERTS, WILL SERVE AS A TRUSTED RESOURCE FOR POLICYMAKERS. MEDICARE ADVANTAGE SUPPLEMENTAL BENEFITS: HEALTH AFFAIRS HAS ACCEPTED THE FOUNDATION'S CO-AUTHORED BLOG WITH ATI ADVISORY, ANALYZING MEDICARE ADVANTAGE SUPPLEMENTAL BENEFIT DATA AND HIGHLIGHTING BENEFICIARIES' LIVED EXPERIENCES, AIMING TO INFORM POLICYMAKERS UNDER THE NEW ADMINISTRATION AND CONGRESS. STATE POLICY THE SCAN FOUNDATION REMAINS A KEY LEADER IN ADVANCING HEALTH AND AGING POLICY IN CALIFORNIA, NAVIGATING A COMPLEX FISCAL AND POLITICAL LANDSCAPE IN 2025 THAT INCLUDES A PROJECTED $2 BILLION DEFICIT, SIGNIFICANT LEGISLATIVE TURNOVER, AND NEW ADMINISTRATIVE LEADERSHIP. THE APPOINTMENT OF KIM JOHNSON AS SECRETARY OF CALIFORNIA HEALTH AND HUMAN SERVICES PRESENTS AN OPPORTUNITY TO STRENGTHEN PARTNERSHIPS, LEVERAGING HER UNDERSTANDING OF TOTAL HEALTH BEYOND MEDICAL CARE TO ADVANCE THE FOUNDATION'S PRIORITIES. DESPITE ANTICIPATED FEDERAL MEDICAID CHANGES, THE STATE'S MASTER PLAN FOR AGING (MPA) CONTINUES TO SERVE AS A GUIDING FRAMEWORK FOR DEFENDING AND ADVANCING CRITICAL POLICY PROGRESS DURING THIS PERIOD OF UNCERTAINTY. MULTISECTOR PLAN FOR AGING (MPA) THE MULTISECTOR PLAN FOR AGING (MPA) MOVEMENT CONTINUED TO GROW STRONGER IN CALIFORNIA, OTHER STATES, AND AT THE FEDERAL LEVEL. THE FOUNDATION'S LEADERSHIP AND ENGAGEMENTS CONTINUED TO COMPEL MPA ADOPTION, FACILITATE CROSS-SECTOR RELATIONSHIPS, AND SHAPE REFORMS TO BETTER SUPPORT OLDER ADULTS. CALIFORNIA MPA: STATE ADMINISTRATION AND FOUNDATION PARTNERSHIP UPDATE THE SCAN FOUNDATION CONTINUED TO MANAGE THE MPA FUND WITH CONTRIBUTIONS FROM FIVE PHILANTHROPIES. IN 2024, A TOTAL OF $450,000 WAS CONTRIBUTED TO THE FUND, PROVIDING CRITICAL SUPPORT FOR THE ADVANCEMENT OF CA MPA INITIATIVES. THE FOLLOWING ARE EXAMPLES OF 2024 OUTCOMES FROM MPA FUND SUPPORTED PROJECTS. CA FOR ALL 2024: THE CA COLLABORATIVE FOR LONG TERM SERVICES AND SUPPORTS PROVIDED LOGISTICAL SUPPORT IN PLANNING AND DELIVERING THE CA DEPARTMENT OF AGING (CDA) CA FOR ALL AGES & ABILITIES: 2024 MASTER PLAN FOR AGING DAY OF ACTION WHERE 870 PEOPLE PARTICIPATED BOTH IN PERSON AND VIRTUALLY. BOTH FEDERAL AND STATE POLICYMAKERS PROVIDED REMARKS. CONSUMER PANEL FOR THE CA FOR ALL 2024: CENTER FOR HEALTH CARE STRATEGIES ORGANIZED A PANEL OF THREE INDIVIDUALS SHARING THEIR LIVED EXPERIENCES AT THE CA FOR ALL DAY OF ACTION. PANELI
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since January 2008.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Could it be confused with another charity? Worth knowing.
A much larger organization has a similar name: The Ucla Foundation (Los Angeles, CA), EIN 95-2250801. If that is the one you meant, check the EIN before giving.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.