SCAN HEALTH PLAN NEW MEXICO

EIN: 920651838 Health Care

LONG BEACH, CA

Total Revenue
$4,627,229
Total Expenses
$1,564,710
Total Assets
$4,270,480
Net Assets
$3,049,714
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
NM
Principal Officer
KAREN SCHULTE
Phone
5629895100
Tax Period
2023-01-01 to 2023-12-31

SCAN HEALTH PLAN NEW MEXICO, founded in 2022, is a community nonprofit in the Health Care sector that reported $4.6M in total revenue in fiscal year 2023. The organization ran a surplus of $3.1M, a strong 66% operating margin.

Mission

KEEPING SENIORS HEALTHY AND INDEPENDENT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,600,000
Program Service Revenue $0
Investment Income $27,229
Other Revenue $0
TOTAL REVENUE $4,627,229

Expense Breakdown

Grants Paid $53,200
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,535,153
Other Expenses $1,511,510
TOTAL EXPENSES $1,564,710

Year-over-Year Comparison

2023 2022 Change
Revenue $4,627,229 N/A N/A
Expenses $1,564,710 N/A N/A
Net Income $3,062,519 $0 N/A
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$14,180,534
Total Directors
5
$9,695,327
Key Employees
3
$1,726,998
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAIN MD SACHIN H CHIEF EXECUTIVE OFFICER 1.00
Officer Director
$0 $1,554,958 $4,823,124
PLUMB MICHAEL CHIEF FINANCIAL OFFICER 1.00
Officer Director
$0 $666,170 $1,767,418
SCHULTE KAREN H PRESIDENT, MEDICARE (BEG 12/2022) 1.00
Officer Director
$0 $486,465 $1,227,252
KROEKER KEVIN B SPECIAL COUNSEL (END 07/2023) 1.00
Officer Director
$0 $51,046 $1,068,232
DELPHIN-RODRIGUEZ RENEE C CHIEF LEGAL OFFICER & GC (BEG 3/23) 1.00
Officer Director
$0 $374,248 $809,301
MONK NANCY J CHIEF OPERATING OFFICER 1.00
Officer
$0 $537,664 $1,666,174
STANISLAW SHERRY GENERAL MANAGER OFFICER (END 06/2023) 1.00
Officer
$0 $32,580 $1,278,881
HAMMASH MUHANNAD CVP, CORP MEDICAL DIRECTOR 2.00
Officer
$0 $215,012 $818,427
HAVAI VIRGINIA A VP CONTROLLER 1.00
Officer
$0 $194,989 $721,725
SELBY JILL V SVP PRODUCT DEV & MKT EXP 0.50
Key Emp
$0 $57,440 $649,307
BLEA MICHAEL CVP, CHIEF GROWTH OFFICER (BEG 02/2023) 1.00
Key Emp
$0 $145,644 $562,012
HAWKINS GINETTE SVP, CHIEF RISK OFFICER 1.00
Key Emp
$0 $95,275 $515,679
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $4,627,229 $1,564,710 $4,270,480 $3,062,519
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