SAG-AFTRA PRODUCERS INDUSTRY ADVANCEMENT AND COOPERATIVE FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAG-AFTRA PRODUCERS INDUSTRY ADVANCEMENT AND COOPERATIVE FUND (EIN 95-4428911)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349319641
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T15:12:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954428911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAG-AFTRA PRODUCERS INDUSTRY | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT AND COOPERATIVE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ODELE KOHLSTRAND | InCareOfNm |
| Business Name Control | SAG- | BusinessNameControlTxt |
| Phone | 8189549400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 915057830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID CHOI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8189549400 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID CHOI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,147,443 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES EDUCATIONAL AND INFORMATIONAL ASSISTANCE TO PERFORMERS AND PRODUCERS THAT IMPROVE AND PROMOTE THE ORGANIZATION, ADVANCEMENT AND STANDARDS OF THE ENTERTAINMENT INDUSTRY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,048,229 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,318,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $848,041 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,744,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,896,270 | PYTotalRevenueAmt |
| CY Total Revenue | $13,062,220 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,603,542 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,569,719 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $745,453 | PYOtherExpensesAmt |
| CY Other Expenses | $1,530,838 | CYOtherExpensesAmt |
| PY Total Expenses | $12,348,995 | PYTotalExpensesAmt |
| CY Total Expenses | $14,100,557 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,547,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,038,337 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,230,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,400,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,571,547 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,313,739 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,658,805 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,086,302 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES EDUCATIONAL AND INFORMATIONAL ASSISTANCE TO PERFORMERS AND PRODUCERS THAT IMPROVE AND PROMOTE THE ORGANIZATION, ADVANCEMENT AND STANDARDS OF THE ENTERTAINMENT INDUSTRY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | AMERICAN HUMANE ASSOCIATION - SUPPORT FROM THE IACF ALLOWS THIS ORGANIZATION TO ENSURE THE SAFETY OF ANIMALS AND PERFORMERS WORKING WITH ANIMALS ON SET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAGINDIE - SUPPORT FROM THE IACF ALLOWS THIS ORGANIZATION TO INFORM INDEPENDENT PRODUCERS ABOUT THE BENEFITS OF BECOMING SIGNATORY PRODUCERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAG-AFTRA FOUNDATION SUPPORT FROM THE IACF ALLOWS THIS ORGANIZATION TO PROVIDE VARIOUS ASSISTANCE PROGRAMS TO SAG-AFTRA MEMBERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ODELE KOHLSTRAND | PersonNm |
| Phone | 8189764405 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 WEST OLIVE AVENUE | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL ESTRADA | ||||||||
| CHIEF EXECUTIVE OFFICER | 24.37 | 13.13 | Yes (X) | $0 | $655,719 | $140,455 | ||
| JOSHI SAMEER | ||||||||
| EXEC DIR, CONTRIBUTIONS & PEN | 24.36 | 13.14 | Yes (X) | $0 | $489,034 | $103,535 | ||
| GOKUL SHESHADRI | ||||||||
| CHIEF OPERATING OFFICER | 24.31 | 13.19 | Yes (X) | $0 | $392,701 | $84,105 | ||
| HYUNG-GEE LEE | ||||||||
| CHIEF OPERATING OFFICER | 24.14 | 13.36 | Yes (X) | $0 | $366,454 | $80,459 | ||
| DAVID CHOI | ||||||||
| CHIEF FINANCIAL OFFICER | 24.37 | 13.13 | Yes (X) | $0 | $362,783 | $74,801 | ||
| ODELE KOHLSTRAND | ||||||||
| CHIEF EXECUTIVE OFFICER | 26.51 | 10.99 | $0 | $284,920 | $58,409 | Yes (X) | ||
| RAY RODRIGUEZ | ||||||||
| Trustee/Chair | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Tracy Owen | ||||||||
| TRUSTEE/CHAIR (PAST) | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| STACY MARCUS | ||||||||
| TRUSTEE/CO-CHAIR | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| John Carter Brown | ||||||||
| Trustee | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| L Scott Caldwell | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Melinda Gavron | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN BOYD JOYCE | ||||||||
| TRUSTEE (PAST) | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Amy Aquino | ||||||||
| TRUSTEE | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| John McGuire | ||||||||
| Trustee | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| David Weissman | ||||||||
| Trustee | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Doug Wood | ||||||||
| Trustee (PAST) | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Duncan Crabtree-Ireland | ||||||||
| Trustee | 1.0 | 2.0 | $0 | $0 | $0 | Yes (X) | ||
| Grace Jun | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kim Stevens | ||||||||
| Trustee | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Laura Ritchie | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Nick Fondulis | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jane Lee | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JAMAL STORY | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAN NAVARRO | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL ISSELIN | ||||||||
| TRUSTEE | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| HELAYNE ANTLER | ||||||||
| TRUSTEE | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| SHELDON KASDAN | ||||||||
| TRUSTEE (PAST) | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,551,611 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $541,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SLALOM LLC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 821 2ND AVENUE SUITE 1900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING SERVICES | ServicesDesc |
| Compensation | $576,250 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,318,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,318,087 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,318,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,086,876 | TotalRevenueColumnAmt |
| Exclusion | $1,086,876 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,742,480 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,085,223 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $657,257 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $657,257 | TotalRevenueColumnAmt |
| Exclusion | $657,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,062,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,318,087 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,744,133 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,569,719 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,617 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,656 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,058 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,925 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,063 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,740 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,317 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,695 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,066 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,018 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMIN SALARIES & BENEFITS | $271,039 |
| P&H CONTRIBUTIONS | $51,533 |
| DUES AND SUBSCRIPTION | $582 |
| TAXES AND LICENCES | $342 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,100,557 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,858,825 | BOYAmt |
| EOY | $2,297,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,372 | BOYAmt |
| EOY | $4,663,693 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,077 | BOYAmt |
| EOY | $555,801 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,159 | BOYAmt |
| EOY | $38,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $379,633 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $187,729 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,999 | BOYAmt |
| EOY | $191,904 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,633,920 | BOYAmt |
| EOY | $39,517,378 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $135,651 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,230,352 | BOYAmt |
| EOY | $47,400,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,297 | BOYAmt |
| EOY | $92,146 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,321,830 | BOYAmt |
| EOY | $9,092,049 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,420 | BOYAmt |
| EOY | $129,544 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,571,547 | BOYAmt |
| EOY | $9,313,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,658,805 | BOYAmt |
| EOY | $38,086,302 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,658,805 | BOYAmt |
| EOY | $38,086,302 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,230,352 | BOYAmt |
| EOY | $47,400,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,038,337 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,799,187 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $666,647 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,847 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,251 | DepreciationAmt |
| Book Value | $596 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $327,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $163,533 | DepreciationAmt |
| Book Value | $163,972 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $945 | DepreciationAmt |
| Book Value | $27,336 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $191,904 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SAG-AFTRA HEALTH PLAN | Desc |
| Amt | $129,544 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $129,544 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,805,349 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,799,187 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,799,187 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,006,162 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $56,058 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $56,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,062,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,377,852 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$666,647 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$666,647 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,044,499 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $56,058 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $56,058 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,100,557 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 - FIN 48 FOOTNOTE: | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. Management has evaluated the tax positions taken by the Fund and concluded that as of December 31, 2023, there are no uncertain positions taken or expected to be taken that would require recognition in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress. In addition, there have been no tax related interest or penalties for the period presented in these financial statements. |
| PART XIi LINE 2D - OTHER EXPENSES INCLUDED ON FINANCIALS, NOT FORM 990: | ($666,647) RECOGNITION OF UNSPENT GRANT AWARDS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW | WASHINGTON | DC | 20036 | 840432950 | 501(C)(3) | $7,663,401 | GENERAL SUPPORT |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULLHOLAND | WOODLAND HILLS | CA | 91364 | 954597683 | 501(C)(3) | $550,000 | GENERAL SUPPORT |
| SAG-AFTRA FOUNDATION | |||||||
| 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90012 | 953967876 | 501(C)(3) | $900,000 | GENERAL SUPPORT |
| SAGINDIE | |||||||
| 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 820584272 | $1,192,739 | GENERAL SUPPORT | |
| VISUAL COMMUNICATIONS MEDIA | |||||||
| 120 JUDGE JOHN AISO | LOS ANGELES | CA | 90012 | 237108393 | 501(C)(3) | $27,500 | GENERAL SUPPORT |
| SAG-AFTRA | |||||||
| 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 951202270 | 501(c)(5) | $937,324 | CONTRACT PRINTING & COMMERCIAL STUDIES |
| NALIP | |||||||
| 3415 S SEPULVEDA | LOS ANGELES | CA | 90034 | 134198479 | 501(C)(3) | $100,000 | GENERAL SUPPORT |
| KAUFHERR MEMBERS RESOURCE CENTER | |||||||
| ONE EAST ERIE STREET | CHICAGO | IL | 60611 | 262543850 | 501(C)(3) | $100,850 | GENERAL SUPPORT |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 Seventh Avenue | New York | NY | 10019 | 131635251 | 501(C)(3) | $1,097,905 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTEES ARE REQUIRED, VIA A SIGNED AWARD AGREEMENT, TO PROVIDE MONTHLY OR QUARTERLY BUDGET VS. ACTUAL AND PROGRESS REPORTS TO THE IACF. FUNDS CAN ONLY BE USED FOR THE ACTIVITIES OUTLINED IN THE GRANT APPLICATION. ANY UNUSED FUNDS MUST BE REFUNDED TO THE IACF. ALL GRANTEES ARE ELIGIBLE TO BE AUDITED BY AN OUTSIDE CONSULTING FIRM ON AN ANNUAL BASIS, AS DETERMINED BY IACF MANAGEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ODELE KOHLSTRAND | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $280,315 | $0 | $0 | $0 | $4,605 | $0 | $31,883 | $0 | $26,526 | $0 | $343,329 | $0 | $0 |
| MICHAEL ESTRADA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $644,505 | $0 | $0 | $0 | $11,214 | $0 | $73,935 | $0 | $66,520 | $0 | $796,174 | $0 | $0 |
| GOKUL SHESHADRI | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $384,773 | $0 | $0 | $0 | $7,928 | $0 | $44,278 | $0 | $39,827 | $0 | $476,806 | $0 | $0 |
| HYUNG-GEE LEE | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $358,526 | $0 | $0 | $0 | $7,928 | $0 | $41,502 | $0 | $38,957 | $0 | $446,913 | $0 | $0 |
| JOSHI SAMEER | ||||||||||||||
| EXEC DIR, CONTRIBUTIONS & PEN | $0 | $479,056 | $0 | $0 | $0 | $9,978 | $0 | $55,028 | $0 | $48,507 | $0 | $592,569 | $0 | $0 |
| DAVID CHOI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $354,855 | $0 | $0 | $0 | $7,928 | $0 | $40,830 | $0 | $33,971 | $0 | $437,584 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A - FIRST-CLASS TRAVEL POLICY: | FormAndLineReferenceDesc |
| Explanation | TOTAL SCHEDULED FLIGHT TIME FROM ORIGIN TO FINAL DESTINATION IS AT LEAST FOUR HOURS. TOTAL FLIGHT TIME IS BASED ON THE MOST DIRECT ROUTE AND FEWEST STOPS FROM THE TRUSTEE'S POINT OF ORIGIN TO FINAL DESTINATION. IT'S NOTED THAT VARIOUS TRUSTEES AT TIMES TRAVELED VIA FIRST CLASS AND NONE OF THE TRAVEL WAS REPORTED AS COMPENSATION TO THE TRUSTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III - OTHER PROGRAM SERVICES: | IN ADDITION TO THE PROGRAM SERVICES IDENTIFIED IN PART III, THE IACF SUPPORTS OTHER ORGANIZATIONS IN THEIR QUEST TO PROVIDE THE RESOURCES TO TRAIN AND ASSIST PERFORMERS AND PRODUCERS WHICH INCLUDED: 1. CAREER TRANSITION. 2. PROVIDE PLANNING AND OPPORTUNITIES TO YOUNG PERFORMERS. 3. PROVIDE SUPPORT FOR INTERVENTION, COUNSELING AND OTHER SOCIAL SERVICES TO SAG-AFTRA MEMBERS. 4. SUPPORT PROGRAMS THAT ENCOURAGES THE PARTICIPATION OF MINORITY PERFORMERS AND PRODUCERS. |
| PART V, LINES 2A AND 2B - FILING OF FEDERAL EMPLOYMENT TAX RETURNS: | THE INDUSTRY FUND IS RELATED TO A GROUP OF JOINTLY ADMINISTERED NOT-FOR-PROFIT ORGANIZATIONS. SINCE THE ORGANIZATION'S CO-EXIST AT THE SAME PREMISES, THEY UTILIZE EACH OTHER'S RESOURCES, EQUIPMENT, AND PERSONNEL. SALARIES AND CERTAIN ADMINISTRATIVE EXPENSES ARE PAID BY A RELATED ORGANIZATION BASED ON PREDETERMINED PERCENTAGES. THE INDUSTRY FUND HAS A SMALL GROUP OF PERSONNEL THAT IT COMPENSATES DIRECTLY AND FILES FEDERAL EMPLOYMENT TAX RETURNS ADDITIONALLY. |
| PART VI, SECTION A, LINE 2 - BUSINESS RELATIONSHIP: | JOHN T. MCGUIRE AND RAY RODRIGUEZ SERVE IN THE CAPACITY AS A DIRECTOR, OFFICER, OR EMPLOYEE OF THE SCREEN ACTORS GUILD-AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS. |
| PART VI, SECTION A, LINE 7A - ELECTION OR APPOINTMENT OF GOVERNING BODY: | THE OPERATION AND ADMINISTRATION OF THE IACF SHALL BE THE JOINT RESPONSIBILITY OF EIGHTEEN (18) TRUSTEES, WHO SHALL CONSTITUTE THE BOARD OF TRUSTEES. OF THESE, NINE (9) SHALL BE PRODUCER TRUSTEES, FIVE (5) TO BE APPOINTED BY THE ALLIANCE OF MOTION PICTURE AND TELEVISION PRODUCERS, INC ("AMPTP") AND FOUR (4) TO BE APPOINTED BY THE ANA-AAAA JOINT POLICY COMMITTEE ON BROADCASTING TALENT UNION RELATIONS ("AAAA"); AND NINE (9) SHALL BE SAG-AFTRA TRUSTEES, TO BE APPOINTED BY SAG-AFTRA. EITHER SAG-AFTRA OR THE AMPTP OR THE AAAA MAY AT ANY TIME IN ITS DISCRETION, BY WRITTEN NOTICE GIVEN TO THE IACF, APPOINT A SUCCESSOR OR SUCCESSORS FOR ANY ONE OR MORE OF THE TRUSTEES THERETOFORE APPOINTED BY IT. |
| PART VI, SECTION B, LINE 11B - REVIEW PROCESS OF FORM 990: | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE BOARD OF TRUSTEES, AND A DRAFT COPY OF THE FORM 990 IS PROVIDED FOR REVIEW BY THE CFO AND CONTROLLER OF THE SAG-PRODUCERS FUNDS; PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF DOCUMENTS, POLICIES AND F/S: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO ALL PARTICIPANTS, IN ITS BENEFIT PLAN UPON REQUEST. THE GENERAL PUBLIC HAS ACCESS TO MANY OF ITS DOCUMENTS THROUGH GOVENMENT FILING MADE BY THE ORGANIZATION. |
| PART XII, LINE 2C - RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT: | THE ORGANIZATION HAS A SEPARATE AUDIT COMMITTEE COMPRISED OF TWO MEMBERS OF THE BOARD OF TRUSTEES. THE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. |
| PART XI LINE 9 - OTHER CHANGE IN NET ASSETS: | $666,647 RECOGNITION OF UNSPENT GRANT AWARDS |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAG-AFTRA HEALTH FUND | ||||||||||
| 3601 WEST OLIVE AVENUE | BURBANK | CA | 91505 | 956024160 | HLTH BENEFITS | CA | 501(C)(9) | N/A | false | |
| BUSINESS ARTS PLAZA INC | ||||||||||
| 3601 WEST OLIVE AVENUE | BURBANK | CA | 91505 | 954486564 | RE TITLE HLDG | CA | 501(C)(2) | false | SAG-P PEN FD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |