Nonprofit · EIN 45-0552845
THE SCAN FOUNDATION
Tax-exempt · LONG BEACH, CA 90806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $13,891,911 | $16,975,383 | -$3,083,472 | $263,281,403 | $4,262,592 | $259,018,811 |
| December 31, 2023 | 990 | $11,478,798 | $15,227,780 | -$3,748,982 | $259,121,726 | $3,942,964 | $255,178,762 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $450,100
- Program service revenue
- $0
- Investment income
- $13,441,811
- Net gain from sales of assets
- $8,466,883
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,142,925
- Compensation of officers, directors and key employees
- $2,252,479
- Other salaries and wages
- $2,438,743
- Salaries, compensation and benefits (total)
- $5,474,389
- Professional fundraising fees
- $0
- Legal fees
- $174,506
- Accounting fees
- $164,435
- Occupancy
- $183,871
- Travel
- $356,885
- Depreciation
- $19,536
- Program services (functional)
- $13,098,215
- Management and general (functional)
- $3,877,168
Balance sheet and other
- Total assets, start of year
- $259,121,726
- Total assets, end of year
- $263,281,403
- Total liabilities, end of year
- $4,262,592
- Net assets, end of year
- $259,018,811
- Land, buildings and equipment
- $226,464
- Publicly traded securities
- $167,279,723
- Net assets without donor restrictions
- $259,018,811
- Gross unrelated business income
- $158,065
- Gross receipts
- $99,459,092
- Employees
- 22
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOHANTY SARITA A | CEO Trustee or director, Officer | 40 | $669,894 | $0 | $140,506 |
| HEAVENER ANIKA | VP, OPS & INVESTMENTS Key employee | 40 | $398,451 | $0 | $48,419 |
| SABORIO RIGOBERTO J | VP PROG EQ & COMM IMPACT (END 12/31) Key employee | 40 | $349,798 | $0 | $32,133 |
| IPAKCHI NARDA L | VP, POLICY AND PROGRAMS Key employee | 40 | $276,239 | $0 | $21,015 |
| KING NATALIE | SR. DIR, STRATEGY Highest-paid employee | 40 | $200,022 | $0 | $49,341 |
| AHERN BRENDAN H | DIR IMPACT INVESTING Highest-paid employee | 40 | $218,828 | $0 | $26,356 |
| WESTPHAL ERIN | PROGRAM OFFICER Highest-paid employee | 40 | $179,644 | $0 | $31,593 |
| PETERSON KALI | PROGRAM OFFICER Highest-paid employee | 40 | $192,149 | $0 | $15,251 |
| ROSENSTOCK LINDA | DIRECTOR Trustee or director | 2.8 | $37,500 | $165,000 | $0 |
| NAVA-SCHELLINGER VIVIAN | DIR, CI AND CA PARTNERSHIPS Highest-paid employee | 40 | $186,074 | $0 | $15,348 |
| JONES BRANDON | TREASURER Trustee or director, Officer | 3.1 | $40,000 | $134,000 | $0 |
| ORTIZ CELESTE | DIRECTOR Trustee or director | 3.1 | $40,000 | $134,000 | $0 |
| PHILLIPS CHERYL | CHAIRPERSON (START 1/1) Trustee or director, Officer | 4.5 | $50,000 | $120,000 | $0 |
| RUIZ DE LUZARIAGA FRANCESCA | DIRECTOR Trustee or director | 2.8 | $37,500 | $114,000 | $0 |
| ELLIS ROSEMARY | DIRECTOR Trustee or director | 3.1 | $40,000 | $100,000 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BELLA MELANIE | SECRETARY Trustee or director, Officer | 3.1 | $40,000 |
| CHAVEZ ANNA MARIA | DIRECTOR Trustee or director | 2.8 | $37,500 |
| QUIHUIS MARGARITA | DIRECTOR Trustee or director | 2.8 | $37,500 |
| RAPHAEL CAROL | DIRECTOR Trustee or director | 2.8 | $37,500 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOHANTY SARITA A | CEO Trustee or director, Officer | 40 | $649,626 | $0 | $135,166 |
| ALKEMA GRETCHEN | FORMER VP POLICY & COMMUN Former | 0 | $491,681 | $0 | $0 |
| HEAVENER ANIKA | VP, INNOV AND INVSTMT Key employee | 40 | $383,667 | $0 | $51,367 |
| SABORIO RIGOBERTO J | VP PROG EQ & COMM IMPACT Key employee | 40 | $302,455 | $0 | $36,427 |
| IPAKCHI NARDA L | VP, POLICY Key employee | 40 | $236,416 | $0 | $34,028 |
| WESTPHAL ERIN | PROGRAM OFFICER Highest-paid employee | 40 | $169,993 | $0 | $38,617 |
| ROSENSTOCK LINDA | DIRECTOR Trustee or director | 2.8 | $35,000 | $165,000 | $0 |
| PETERSON KALI | PROGRAM OFFICER Highest-paid employee | 40 | $172,827 | $0 | $13,706 |
| KING NATALIE | DIR STRATEGIC INITIATIVES Highest-paid employee | 40 | $149,491 | $0 | $30,146 |
| NICHOLSON MARI D END 0923 | DIR COMMUNICATIONS Highest-paid employee | 40 | $158,411 | $0 | $18,895 |
| JONES BRANDON | TREASURER Trustee or director, Officer | 3.4 | $37,500 | $129,000 | $0 |
| ORTIZ CELESTE | DIRECTOR Trustee or director | 3.4 | $37,500 | $129,000 | $0 |
| BURKE MEGAN | PROGRAM OFFICER Highest-paid employee | 40 | $140,047 | $0 | $23,693 |
| RUIZ DE LUZURIAGA FRANCESCA | DIRECTOR Trustee or director | 2.8 | $35,000 | $117,000 | $0 |
| PHILLIPS CHERYL | DIRECTOR Trustee or director | 3.1 | $36,055 | $105,000 | $0 |
| CHERNOFF BRUCE | FORMER CEO Former | 0 | $129,044 | $0 | $0 |
| ELLIS ROSEMARY | DIRECTOR Trustee or director | 3.4 | $36,667 | $90,000 | $0 |
| CHAVEZ ANNA MARIA | CHAIRPERSON Trustee or director, Officer | 5.1 | $47,000 | $0 | $0 |
| BELLA MELANIE | SECRETARY Trustee or director, Officer | 3.7 | $37,500 | $0 | $0 |
| QUIHUIS MARGARITA | DIRECTOR Trustee or director | 2.8 | $35,000 | $0 | $0 |
| RAPHAEL CAROL | DIRECTOR Trustee or director | 3.1 | $35,000 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3800 KILROY AIRPORT WAY STE 40, LONG BEACH, CA 90806-2494
- In care of
- % CARRI LEMMON
- Principal officer (990 for 2024)
- SARITA A MOHANTY, 3800 KILROY AIRPORT WAY 400, LONG BEACH, CA 908065616
- Signed the 990
- SARITA A MOHANTY, CEO
- Phone
- (888) 569-7226
- Website
- WWW.THESCANFOUNDATION.ORG
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 45-0552845 or by the name THE SCAN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $13,098,215 · grants $7,142,925
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 45-0552845
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P117)
- Assets (IRS master file)
- $263,281,403
- Income (IRS master file)
- $99,459,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $13,891,911 | $16,975,383 | $263,281,403 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $11,478,798 | $15,227,780 | $259,121,726 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $9,051,340 | $13,880,916 | $254,464,684 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 45-0552845).
Questions about THE SCAN FOUNDATION
- What is the EIN of THE SCAN FOUNDATION?
- The employer identification number (EIN) of THE SCAN FOUNDATION is 45-0552845.
- Is THE SCAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE SCAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE SCAN FOUNDATION 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 THE SCAN FOUNDATION 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 THE SCAN FOUNDATION 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 THE SCAN FOUNDATION?
- The 990 for the year ended December 31, 2024 names SARITA A MOHANTY.
- Who are the officers and directors of THE SCAN FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 19 people; 19 received compensation from the organization, the highest $669,894 (MOHANTY SARITA A, CEO).
- How much revenue does THE SCAN FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $13,891,911, expenses of $16,975,383 and total assets of $263,281,403 at year end.
Other nonprofits in LONG BEACH
- RETIREMENT HOUSING FOUNDATION EIN 95-2249495 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER LONG BEACH EIN 95-1643396 · last filed 990 for 2024
- CHILDNET YOUTH AND FAMILY SERVICES INC EIN 95-2666942 · last filed 990 for 2025
- STAR VIEW CHILDREN AND FAMILY SERVICES INC EIN 94-3238299 · last filed 990 for 2025
- FOUNDATION PROPERTY MANAGEMENT INC EIN 95-3651050 · last filed 990 for 2025
- INTERVAL HOUSE EIN 95-3389113 · last filed 990 for 2025
- STOCKTON CONGREGATIONAL HOMES PLYMOUTH SQUARE EIN 94-1702821 · last filed 990 for 2024
- LONG BEACH COMMUNITY ACTION PARTNERSHIP EIN 95-3401090 · last filed 990 for 2024