2023-10-23T15:42:25-05:00 2022-12-31 366055558 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2022-01-01 131635251 THE ACTORS' FUND OF AMERICA ACTO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 CONNIE YOO CFO 2122217300 2023-10-23 1 CONNIE YOO XXX-XX-XXXX 0 SCOTT THOMPSETT P00741490 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ENTERTAINMENT COMMUNITY FUND JOSEPH BENINCASA 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 62177926 0 X WWW.ENTERTAINMENTCOMMUNITY.ORG X 1882 NY WE OFFER A SAFETY NET FOR PERFORMING ARTS & ENTERTAINMENT PROFESSIONALS. 40 40 384 227 0 0 40896495 35627615 18450341 20303419 1999107 1029426 198895 -1358893 61544838 55601567 8122057 5230001 0 0 25606009 28107264 512162 543631 5254776 15561300 18361021 49801528 52241917 11743310 3359650 147965954 166237079 44481583 63687647 103484371 102549432 X THE ENTERTAINMENT COMMUNITY FUND IS A NATIONAL HUMAN SERVICES ORGANIZATION THAT FOSTERS STABILITY AND RESILIENCY AND PROVIDES A SAFETY NET FOR PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. (CONTINUED IN SCHEDULE O). 0 0 21705935 0 17106711 THE ACTORS FUND HOME IS A 169-BED HEALTH CARE FACILITY PROVIDING SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IN ENGLEWOOD, NEW JERSEY, FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 1: THE ACTORS FUND HOMETHE ACTORS FUND HOME PROVIDES RESIDENTIAL HEALTH CARE AT A 169-BED HEALTH CARE FACILITY IN ENGLEWOOD, NEW JERSEY. SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IS PROVIDED THERE FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. 19434361 4286519 2440107 HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.) THE FUND HELPED MORE THAN 24,000 PEOPLE THROUGH ITS PROGRAMS AND SERVICES. THESE COMPREHENSIVE PROGRAMS ARE DESIGNED TO MEET THE CRITICAL NEEDS OF PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 2: HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.) THE FUND'S HUMAN SERVICES OFFER COMPREHENSIVE PROGRAMS DESIGNED TO MEET THE CRITICAL NEEDS OF ENTERTAINMENT AND PERFORMING ARTS PROFESSIONALS. IN 2022, THE FUND HELPED MORE THAN 24,000 PEOPLE THROUGH ITS PROGRAMS AND SERVICES. SOCIAL SERVICESTHE FUND OFFERS FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS DESIGNED TO ADDRESS A WIDE ARRAY CHALLENGES FACED BY PEOPLE IN PERFORMING ARTS AND ENTERTAINMENT. IN 2022, WE SERVED 9,446 PEOPLE THROUGH OUR FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS AND PROVIDED $4M IN EMERGENCY FINANCIAL ASSISTANCE TO 2,402 INDIVIDUALS. YOUTH SERVICESLOOKING AHEAD SUPPORTS YOUNG PERFORMERS IN DEVELOPING THE VALUES, SKILLS AND CONFIDENCE THEY NEED TO SUCCESSFULLY TRANSITION TO FULFILLING ADULT LIVES. IT SERVES YOUNG PEOPLE, THEIR PARENTS AND ALUMNI, THROUGH INDIVIDUAL AND FAMILY COUNSELING, EDUCATIONAL ASSISTANCE, LEADERSHIP DEVELOPMENT, COMMUNITY SERVICE AND SOCIAL EVENTS. AS OF 2022, 978 YOUNG PERFORMERS ARE ENROLLED IN THE PROGRAM.THE CAREER CENTEROUR CAREER COUNSELING, EDUCATION AND TRAINING, JOB DEVELOPMENT AND ENTREPRENEURSHIP SERVICES HELP PEOPLE FIND WORK THAT CAN BE DONE WHILE CONTINUING IN THE INDUSTRY OR WHILE DEVELOPING A NEW PROFESSIONAL DIRECTION. OFFERING CLASSES, SEMINARS, GROUPS, TUITION ASSISTANCE AND COUNSELING, THE CAREER CENTER EMPOWERS PEOPLE IN OUR COMMUNITY TO FIND FULFILLING WORK THAT COMPLEMENTS THEIR INTERESTS AND SKILLS. IN 2022, THE PROGRAM SERVED 2,670 PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. CAREER TRANSITION FOR DANCERS AND THE DANCERS' RESOURCE THE FUND HAS LONG SUPPORTED THE DANCE COMMUNITY IN MANAGING THE DEMANDS OF A LIFE IN DANCE. TO ASSIST DANCERS DURING AND POST-CAREER, OUR CAREER TRANSITION FOR DANCERS AND DANCERS' RESOURCE PROGRAMS HELP OUR COMMUNITY AROUND CAREER PLANNING AND TRANSITION, HEALTH, WELLNESS AND SUPPORT FOR INJURED DANCERS, EMERGENCY FINANCIAL ASSISTANCE AND SCHOLARSHIPS. IN 2022, 426 DANCERS RECEIVED SERVICES AND CAREER TRANSITION FOR DANCERS PROGRAM PROVIDED $157,003 IN EDUCATIONAL SCHOLARSHIPS TO 60 DANCERS.HEALTH SERVICESOUR ARTISTS HEALTH INSURANCE RESOURCE CENTER PROVIDES WORKSHOPS AND SEMINARS WITH COMPREHENSIVE INFORMATION ON THE LATEST INSURANCE OPTIONS, AND HELPS INDIVIDUALS IDENTIFY AND ENROLL IN HEALTH INSURANCE COVERAGE. IN 2022, 3,744 PARTICIPATED IN THE PROGRAM, WITH 1,678 COMPLETING ENROLLMENT IN HEALTH INSURANCE COVERAGE. IN PARTNERSHIP WITH MOUNT SINAI HEALTH SYSTEM, THE FRIEDMAN HEALTH CENTER FOR THE PERFORMING ARTS IN TIMES SQUARE, NEW YORK CITY IS THE ONLY HEALTH CENTER IN NYC SOLELY FOCUSED ON THE PARTICULAR HEALTH CARE NEEDS OF THOSE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. IT OFFERS PRIMARY AND SPECIALTY CARE AND ACCEPTS MOST INSURANCES PLANS, INCLUDING COMMERCIAL INSURANCES, SEVERAL MARKETPLACE/EXCHANGE PLANS, MEDICARE AND WORKERS' COMPENSATION. IN 2022, 8,196 PATIENTS WERE SERVED. 3542267 943482 756601 AFFORDABLE AND SUPPORTIVE HOUSING IS A CRITICAL CONCERN FOR MANY IN THE PERFORMING ARTS AND ENTERTAINMENT INDUSTRY. WITH EDUCATION PROGRAMS AND THROUGH MARKETING OUTREACH, THE FUND HELPS PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS SECURE HOUSING; IT ALSO DEVELOPS AND OPERATES AFFORDABLE, SUPPORTIVE AND SPECIAL NEEDS HOUSING THROUGH ITS SUBSIDIARY, THE ACTORS FUND HOUSING DEVELOPMENT CORPORATION. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 3: HOUSINGHOUSING IS A CRITICAL CONCERN FOR PEOPLE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. THE FUND WORKS TO INCREASE ACCESS TO AFFORDABLE HOUSING FOR OUR COMMUNITY. THE DOROTHY ROSS FRIEDMAN RESIDENCE, A 178-UNIT AFFORDABLE, AND SUPPORTIVE HOUSING RESIDENCE ON WEST 57TH STREET IN MANHATTAN, PROVIDES HOUSING TO SPECIAL LOW-INCOME ENTERTAINMENT PROFESSIONALS, INCLUDING SENIORS, WORKING PROFESSIONALS, AND PERSONS LIVING WITH HIV/AIDS. SOCIAL SERVICES AND A VIBRANT ACTIVITIES PROGRAM HELPED RESIDENTS BUILD COMMUNITY, FOCUS ON HEALTH AND WELLNESS AND STAY ENGAGED, CREATIVE AND ACTIVE.THE PALM VIEW IS A 40 UNIT AFFORDABLE HOUSING FACILITY IN WEST HOLLYWOOD, CALIFORNIA, THAT IS AVAILABLE TO LOW-INCOME PEOPLE LIVING WITH HIV/AIDS AND SENIORS WITH DISABILITIES. THE SCHERMERHORN RESIDENCE IN DOWNTOWN BROOKLYN PROVIDES 217 UNITS OF AFFORDABLE, SUPPORTIVE HOUSING FOR LOW-INCOME PROFESSIONALS IN ENTERTAINMENT AND PERFORMING ARTS AND COMMUNITY RESIDENTS, AS WELL AS FORMERLY HOMELESS INDIVIDUALS LIVING WITH HIV/AIDS OR CHRONIC MENTAL ILLNESS. HOUSED IN THE BUILDING IS THE MARK O'DONNELL THEATER AT ACTORS FUND ARTS CENTER, A 2,000 SQ FT BLACK BOX THEATER THAT OFFERS LOW-COST REHEARSAL AND PERFORMANCE SPACE TO OVER 60 SMALL ARTS GROUPS AND INDIVIDUAL ARTISTS EACH YEAR. IN ADDITION TO OUR THREE EXISTING AFFORDABLE HOUSING RESIDENCES, OUR HOUSING RESOURCE CENTER PROVIDES ONE-ON-ONE CONSULTATIONS, ONLINE INFORMATION VIA OUR HOUSING BULLETIN BOARD AND AFFORDABLE HOUSING SEMINARS IN NEW YORK AND LOS ANGELES. 44682563 1 1 0 1 0 0 0 0 1 1 1 0 1 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 146 0 1 384 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CONNIE YOO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 40.00 11.00 X X 563888 0 117490 BRIAN STOKES MITCHELL CHAIRMAN OF THE BOARD 10.00 0.00 X X 0 0 0 ANNETTE BENING VICE CHAIR 5.00 0.00 X X 0 0 0 PHILIP S BIRSH VICE CHAIR 5.00 0.00 X X 0 0 0 BEBE NEUWIRTH VICE CHAIR 5.00 0.00 X X 0 0 0 LEE H PERLMAN TREASURER 5.00 0.00 X X 0 0 0 ABBY SCHROEDER SECRETARY 5.00 0.00 X X 0 0 0 DEBBIE ALLEN TRUSTEE 1.00 0.00 X 0 0 0 GREG BERLANTI TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY BOLTON TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN CARTER TRUSTEE 1.00 0.00 X 0 0 0 DUNCAN CRABTREE-IRELAND TRUSTEE (AS OF 07/2022) 1.00 0.00 X 0 0 0 NIKO ELMALEH TRUSTEE 1.00 0.00 X 0 0 0 ANDREW FLATT TRUSTEE 1.00 0.00 X 0 0 0 JANE FRIEDMAN TRUSTEE 1.00 0.00 X 0 0 0 HAL GOLDBERG TRUSTEE 1.00 0.00 X 0 0 0 ELLIOT GREENE TRUSTEE (AS OF 07/2022) 1.00 0.00 X 0 0 0 HEATHER HITCHENS TRUSTEE 1.00 0.00 X 0 0 0 SHARON KARMAZIN TRUSTEE (AS OF 07/2022) 1.00 0.00 X 0 0 0 BROOKE KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 CHRIS KEYSER TRUSTEE 1.00 0.00 X 0 0 0 KENNY LEON TRUSTEE 1.00 0.00 X 0 0 0 PAUL LIBIN TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW LOEB TRUSTEE 1.00 0.00 X 0 0 0 NANCY S MACMILLAN TRUSTEE 1.00 0.00 X 0 0 0 MARY MCCOLL TRUSTEE (THRU 02/2022) 1.00 0.00 X 0 0 0 JAMES L NEDERLANDER TRUSTEE 1.00 0.00 X 0 0 0 RUTH NERKEN TRUSTEE 1.00 0.00 X 0 0 0 TYLER PERRY TRUSTEE (AS OF 07/2022) 1.00 0.00 X 0 0 0 BILLY PORTER TRUSTEE 1.00 0.00 X 0 0 0 DAVID RAMBO TRUSTEE 1.00 0.00 X 0 0 0 LAUREN REID TRUSTEE 1.00 0.00 X 0 0 0 CHARLOTTE ST MARTIN TRUSTEE 1.00 0.00 X 0 0 0 KATE SHINDLE TRUSTEE 1.00 0.00 X 0 0 0 HENRY TISCH TRUSTEE 1.00 0.00 X 0 0 0 ALVIN VINCENT JR TRUSTEE (AS OF 07/2022) 1.00 0.00 X 0 0 0 TOM VIOLA TRUSTEE 1.00 0.00 X 0 0 0 ROBERT WANKEL TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH H WENDER TRUSTEE 1.00 1.00 X 0 0 0 DAVID WHITE TRUSTEE (THRU 07/2022) 1.00 1.00 X 0 0 0 ELIZABETH REIKO KUBOTA WHITNEY TRUSTEE 1.00 0.00 X 0 0 0 CHANDRA WILSON TRUSTEE 1.00 0.00 X 0 0 0 ALLISON WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 40.00 11.00 X 369876 0 98759 CONNIE YOO CHIEF FINANCIAL OFFICER 40.00 1.00 X 302479 0 89918 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 275553 0 80715 JORDAN STROHL ADMINISTRATOR 40.00 0.00 X 251740 0 106725 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 40.00 10.00 X 227288 0 73232 THOMAS BORCHARD DIRECTOR OF HR AND ADMIN. 35.00 0.00 X 170825 0 16631 TAMAR SHAPIRO DIR. OF SOCIAL SRVCS, NAT'L 35.00 0.00 X 174953 0 79154 KIM ENG CONTROLLER-NJ 40.00 0.00 X 153659 0 46284 JOHN TORRES DIRECTOR OF IT 35.00 0.00 X 148952 0 55061 DANIEL ARNOW - VICE PRESIDENT & EXECUTIVE DIRECTOR 35.00 10.00 X 159153 0 13147 2798366 0 777116 40 0 1 0 FUNCTIONAL PATHWAYS 10133 SHERILL BLVD KNOXVILLE TN 37932 THERAPY 1209125 TWOMAGNETS INC 340 S LEMON AVENUE WALNUT CA 91789 TEMP AGENCY 546051 BLUE STATE DIGITAL INC 41 FLATBUSH AVENUE BROOKLYN NY 11217 MARKETING 500000 CREATIVE FUNDRAISING ADVISORS 1041 GRANT AVENUE ST PAUL MN 55105 FUNDRAISING 240000 C & C CONSTRUCTION MGMT INC 10063 SANDMEYER LANE PHILADELPHIA PA 19116 CONSTRUCTION 204980 11 2390810 1737841 31498964 91215 35627615 NET PATIENT AND RESIDENT SERVICES 900099 17106711 17106711 CONTRACT SERVICES 900099 3196708 3196708 20303419 1554262 1554262 4556605 5081441 -524836 -524836 -524836 136025 2390810 1494918 -1358893 -1358893 55601567 20303419 0 -329467 943482 943482 4286519 4286519 2557663 1628575 352284 576804 18970774 17170635 431814 1368325 989032 869772 40784 78476 3912683 3469684 186930 256069 1677112 1473917 58413 144782 158386 110586 11182 36618 254648 254648 543631 543631 155638 155638 4510113 3423540 320776 765797 105077 67069 38008 1154669 663284 80508 410877 953111 648867 64484 239760 3533687 2845338 202651 485698 226199 128109 21480 76610 314768 302037 1647 11084 858075 856765 1310 2461235 2220152 110443 130640 613548 574274 9586 29688 THE HOME EXPENSES 2023296 2023296 HEALTH CENTER SUBSIDY 628229 628229 BAD DEBT 348433 348433 FUNDRAISING 61909 61909 52241917 44682563 2304578 5254776 28551725 16055090 6042401 13237412 4810022 6449725 3202792 2334656 0 16921750 1909354 2007458 67360122 29126194 40305248 38233928 31096373 27432313 6678183 5219167 22097308 22190063 3272548 16155517 147965954 166237079 5053767 5888226 870981 886753 22582993 22037630 4250065 4788846 0 9434749 11723777 20651443 44481583 63687647 X 67408546 66112341 36075825 36437091 103484371 102549432 147965954 166237079 X 3359650 -4821252 526663 X 0 1 X 1 1 1 X 19590861 20083326 68491946 40896495 35627615 184690243 19590861 20083326 68491946 40896495 35627615 184690243 184690243 813882 803044 681165 801635 1554262 4653988 3329123 968112 17750 587510 136025 5038520 194382751 82917804 0.95010 0.94120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SPECIAL EVENTS INCOME - 2018 AMOUNT: $ 3,329,123. 2019 AMOUNT: $ 968,112. 2020 AMOUNT: $ 17,750. 2021 AMOUNT: $ 587,510. 2022 AMOUNT: $ 136,025. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52241917 52241917 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 PART II-A: THE FUND DID NOT ENGAGE IN ANY LOBBYING ACTIVITIES IN CALENDAR YEAR 2022. THE ORGANIZATION IS SOLELY FILING A SCHEDULE C BECAUSE IT PREVIOUSLY MADE THE 501(H) LOBBYING ELECTION AND IS REQUIRED TO FILE THE SCHEDULE C ACCORDINGLY. 0 1 X 19914815 -2062279 1505543 16346993 17822653 7500 2084662 0 19914815 17738882 10000 824159 750388 17822653 14927959 548502 2912130 649709 17738882 15204554 1021713 -670414 627894 14927959 0.07878 0.92122 0 0 100000 100000 54795505 20758060 34037445 4832298 2613542 2218756 2036612 1550209 486403 5595707 4204383 1391324 38233928 FRIEDMAN RESIDENCE 17673447 F PALM VIEW HOUSING 4516616 F 22190063 457 PLAN ASSET 1307814 INTERCOMPANY RECEIVABLES 2179321 RIGHT OF USE ASSETS - OPERATING 12668382 16155517 OPERATING LEASE LIABILITIES 15600119 POST RETIREMENT BENEFITS OBLIGATION 2371326 OTHER LONG TERM LIABILITIES 1169552 ANNUITY PAYMENT LIABILITY 1510446 20651443 X PART IV, LINE 2B: THE FUND ADMINISTERS THE "UNCLAIMED COOGAN TRUST", FUNDS ENTRUSTED TO THE FUND COLLECTED FROM THE ENTERTAINMENT EMPLOYERS FOR UN-EMANCIPATED MINORS RENDERING ARTISTIC OR CREATIVE SERVICES PURSUANT TO CALIFORNIA STATE LAW. THE FUND HAS BEEN DESIGNATED AS THE TRUSTEE OF THE UNCLAIMED FUNDS COLLECTED AND PAYS THE FUNDS TO THE STIPULATED BENEFICIARIES OR THE ESTATE OF THE RESPECTIVE BENEFICIARIES OR TRANSFERS THE FUNDS TO THEIR COOGAN CASH ACCOUNT BEFORE THE RESPECTIVE MINOR REACHES THE AGE OF MATURITY OR BECOMES EMANCIPATED. PART V, LINE 4: THE FUND MAINTAINS AN ENDOWMENT FUND TO SUPPORT ITS PROGRAMS. THE ENDOWMENT IS MANAGED SO THAT ITS PRINCIPAL MUST BE INVESTED AND KEPT INTACT IN PERPETUITY. PART X, LINE 2: THE FUND FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE FUND HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTITY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. X X X X X 1 CREATIVE FUNDRAISING ADVISORS 90 DALE STREET SOUTH ST PAUL MN 55102 CONSULTANT 0 9358069 240000 9118069 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVENUE NW SUITE WASHINGTON DC 20036 CONSULTANT 0 2577291 162000 2415291 RESOURCE & EVENT MANAGEMENT LIMITED 232 MADISON AVENUE SUITE 1107 NEW YORK NY 10016 CONSULTANT 1 1739970 140000 1599970 CHARITY BUZZ 437 FIFTH AVENUE 11TH FLOOR NEW YORK NY 10016 AUCTION 1 32415 1631 30784 13707745 543631 13164114 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI ANNUAL GALA 1739970 1678045 61925 274825 245899 301049 83497 CHESS 319630 265180 54450 132599 19572 147069 18411 14 467235 447585 19650 210215 0 27893 33889 2526835 2390810 136025 617639 265471 476011 135797 1494918 -1358893 1 ACTORS FUND HOUSING DEVELOPMENT CORP C/O THE ACTORS FUND 729 SEVENTH AVENUE NEW YORK NY 10019 800522071 501(C)(3) 943482 0 HOUSING SUBSIDY 1 FINANCIAL ASSISTANCE 2518 4286519 PART I, LINE 2: THE FUND HAS IMPLEMENTED SEVERAL PROTOCOLS IN PLACE TO ENSURE THAT ALL GRANT RECIPIENTS USE THE FUNDS IN THE MANNER INTENDED: 1. IT IS THE POLICY OF THE FUND THAT IT WILL MAKE THE GRANT DIRECTLY PAYABLE TO THE SERVICE PROVIDER, THEREBY ENSURING THAT THE REQUESTED BILLS ARE "TIMELY PAID". 2. ON AN EXCEPTIONAL BASIS, GRANTS MAY BE MADE PAYABLE TO AN INDIVIDUAL. WHEN THIS OCCURS, THE GRANTEE MUST PROVIDE PROOF THAT THE GRANT WAS USED FOR THE REQUESTED BILL I.E.; THE GRANTEE MUST PROVIDE A RENT RECEIPT SHOWING PAYMENT, FOOD PURCHASE RECEIPTS. 3. FOR ALL GRANTEES THAT RECEIVE ASSISTANCE ON A CONTINUAL BASIS, THEY ARE REQUIRED TO MEET WITH THEIR COUNSELOR TO REVIEW BUDGETS AND FINANCIAL NEED. 4. ACCOUNTING PROVIDES SOCIAL SERVICES WITH A LIST OF UNCASHED CHECKS (ON QUARTERLY BASIS) AND EXPIRED QUICKPAYS (ON MONTHLY BASIS) THAT ARE REVIEWED BY COUNSELOR AND GRANTEE. IF CHECKS/QUICKPAYS CONTINUE TO GO UNCASHED, SOCIAL SERVICES WILL STOP PROVIDING ASSISTANCE. THE FUND HAS PARTNERED WITH OTHER ENTERTAINMENT INDUSTRY ORGANIZATIONS TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO THOSE IN IMMEDIATE FINANCIAL NEED. FUNDS ARE AVAILABLE TO UNION AND NON-UNION WORKERS IN ENTERTAINMENT AND THE PERFORMING ARTS. EMERGENCY FINANCIAL ASSISTANCE IS AVAILABLE FOR PEOPLE WHO ARE UNABLE TO PAY BASIC LIVING EXPENSES (FOOD/HOUSING/HEALTH CARE). INDIVIDUALS AND FAMILIES MAY SUBMIT APPLICATIONS ONLINE TO THE FUND AND WILL BE REVIEWED TO ENSURE THEY MEET ELIGIBILITY AND NEED REQUIREMENTS. ONCE THE FUND HAS DETERMINED THAT THE INDIVIDUAL MEETS THESE REQUIREMENTS, THE FUNDS ARE DISBURSED AND NO FURTHER MONITORING OF THE FUNDS ARE REQUIRED. X X 0 1 X X X X 0 1 0 0 0 0 0 1 0 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 453870 0 14018 0 96000 0 82030 0 35460 0 681378 0 0 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 350608 0 10868 0 8400 0 61861 0 36898 0 468635 0 0 0 CONNIE YOO CHIEF FINANCIAL OFFICER 285101 0 8978 0 8400 0 50220 0 39698 0 392397 0 0 0 JORDAN STROHL ADMINISTRATOR 230669 0 10000 0 11071 0 56712 0 50013 0 358465 0 0 0 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 261363 0 8190 0 6000 0 42490 0 38225 0 356268 0 0 0 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 210536 0 6750 0 10002 0 32983 0 40249 0 300520 0 0 0 TAMAR SHAPIRO DIR. OF SOCIAL SRVCS, NAT'L 169403 0 5550 0 0 0 25863 0 53291 0 254107 0 0 0 JOHN TORRES DIRECTOR OF IT 144242 0 4710 0 0 0 9943 0 45118 0 204013 0 0 0 KIM ENG CONTROLLER-NJ 144126 0 2500 0 7033 0 15563 0 30721 0 199943 0 0 0 THOMAS BORCHARD DIRECTOR OF HR AND ADMIN. 165785 0 5040 0 0 0 12493 0 4138 0 187456 0 0 0 DANIEL ARNOW - VICE PRESIDENT & EXECUTIVE DIRECTOR 154428 0 4725 0 0 0 10883 0 2264 0 172300 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE YEAR ENDING DECEMBER 31, 2022, THE PRESIDENT & CEO RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN HIS W-2 AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). SOCIAL CLUB DUES THE FUND PAYS SOCIAL CLUB DUES ON BEHALF OF THE PRESIDENT AND CEO. THIS MEMBERSHIP IS USED FOR BUSINESS PURPOSES AND IS NOT INCLUDED IN TAXABLE INCOME ON HIS W-2. PART I, LINE 4B FOR THE YEAR ENDING DECEMBER 31, 2022, JOSEPH BENINCASA - PRESIDENT & CEO, BARBARA DAVIS - CHIEF OPERATING OFFICER, CONNIE YOO - CHIEF FINANCIAL OFFICER, THOMAS EXTON - CHIEF ADVANCEMENT OFFICER, AND JORDAN STROHL - ADMINISTRATOR PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL 457(F) NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS INCLUDED FOR 2022 WERE $38,052, $17,891, $6,087, $1,060, AND $20,000, RESPECTIVELY. SECTION 457(F) DEFERRALS FOR THESE INDIVIDUALS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C). PART I, LINE 7 THE FUND AWARDED BONUSES TO SELECTIVE STAFF REPORTED ON THE FORM 990, SCHEDULE J, PART II. ALL BONUSES WERE BASED ON MEETING OR EXCEEDING CERTAIN OBJECTIVE PERFORMANCE METRICS. THE PRESIDENT & CEO'S BONUS WAS APPROVED BY THE EXECUTIVE COMMITTEE. ALL OTHER BONUSES WERE AUTHORIZED BY THE PRESIDENT & CEO WITHOUT INPUT BY THE INDIVIDUAL RECEIVING THE BONUS. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 2016-08-04 25000000 SEE PART VI 0 0 0 A 2962370 25000000 920150 400000 18851042 4828808 2018 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE: THE 2016 BOND WAS ISSUED TO PROVIDE FUNDING FOR THE RECONSTRUCTION AND EXPANSION OF THE FUND HOME AS WELL AS THE REFUNDING OF PREVIOUS BOND ISSUES. SCHEDULE K, PART IV: THE FUND COMMISSIONED AN ARBITRAGE REBATE CALCULATION FROM AN INDEPENDENT THIRD PARTY ON SEPTEMBER 21, 2022. THE REBATE ANALYSIS/REPORT CONFIRMED THAT THERE IS NO REBATE OR YIELD RESTRICTION LIABILITIES FOR THE COMPUTATION PERIOD ENDING AUGUST 4, 2021 ON ITS EXISTING 2016 BOND. X 18 91215 FMV 0 1 1 PART I, LINE 32B: TO THE EXTENT THAT THE ORGANIZATION RECEIVES NON-CASH CONTRIBUTIONS (I.E. SECURITIES), THE FUND WILL UTILIZE A THIRD PARTY BROKER TO DISPOSE OF THE SECURITIES. FORM 990, PART III, LINE 1 VISION: THE ENTERTAINMENT COMMUNITY FUND ENVISIONS A WORLD IN WHICH INDIVIDUALS CONTRIBUTING TO OUR COUNTRY'S CULTURAL VIBRANCY ARE SUPPORTED, VALUED AND ECONOMICALLY SECURE. VALUES: WE RECOGNIZE THE CONTRIBUTIONS OF EACH INDIVIDUAL, AND PROMOTE TRUST AND MUTUAL RESPECT. WE COLLABORATE AND SHARE INFORMATION, SKILLS AND KNOWLEDGE WITH EACH OTHER AND OUR COMMUNITY. WE ENCOURAGE AND CELEBRATE CURIOSITY, CREATIVITY AND INNOVATION. WE EMBRACE DIVERSITY AND SEEK EQUITY, INCLUSION AND DIGNITY FOR ALL. WE HOLD OURSELVES AND EACH OTHER ACCOUNTABLE FOR THE INTEGRITY OF OUR SERVICES, TO BEING GOOD STEWARDS AND MAINTAINING THE TRUST OF OUR CLIENTS AND SUPPORTERS. THROUGH OFFICES IN NEW YORK, LOS ANGELES, AND CHICAGO, THE FUND SERVES EVERYONE IN FILM, THEATER, TELEVISION, MUSIC, OPERA, RADIO, AND DANCE WITH PROGRAMS INCLUDING SOCIAL SERVICES AND EMERGENCY FINANCIAL ASSISTANCE, HEALTH CARE, AND INSURANCE COUNSELING, HOUSING, AND SECONDARY EMPLOYMENT AND TRAINING SERVICES. FORM 990, PART VI, SECTION A, LINE 2: MANY ENTERTAINMENT COMMUNITY FUND TRUSTEES WORK IN THE ENTERTAINMENT INDUSTRY. THESE INDIVIDUALS ENTER INTO BUSINESS ARRANGEMENTS AMONG THEMSELVES. THESE RELATIONSHIPS ARE FLUID THROUGHOUT ANY GIVEN YEAR AND SO IDENTIFYING EACH AND EVERY ONE IS VERY DIFFICULT. THESE BUSINESS RELATIONSHIPS HAVE NO IMPACT ON THE FUND'S OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR KEY EMPLOYEES AND TRUSTEES. THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SIGN ON AN ANNUAL BASIS AT A MINIMUM, AND INFORM THE ORGANIZATION WHEN THE CONFLICT OF INTEREST CIRCUMSTANCES ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE FUND UNDERTAKES A VERY THOROUGH AND COMPREHENSIVE PROCESS TO ENSURE THAT THE COMPENSATION IT PAYS TO ITS PRESIDENT AND CEO IS COMPARABLE TO OTHER PEER INSTITUTIONS IN THE MARKET IN WHICH THE ORGANIZATION OPERATES. THE FUND COMMISSIONS A COMPENSATION SURVEY FROM AN INDEPENDENT THIRD-PARTY EXECUTIVE COMPENSATION SPECIALIST BIENNIAL. THE COMPENSATION CONSULTANT VALIDATES THE ORGANIZATION'S COMPETITIVE POSITION WITHIN THE MARKETPLACE BY REGION, BY PEER INSTITUTION (I.E. ORGANIZATIONS WITH A SIMILAR MISSION, SIMILAR SIZE AND OPERATIONAL BUDGET). COMPENSATION FOR THE PRESIDENT AND ALL OTHER OFFICERS AND KEY EMPLOYEES REPORTED IN THE FORM 990 IS REVIEWED BY THE FUND'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. THESE DECISIONS ARE FORMALIZED AND DOCUMENTED IN THE ORGANIZATION'S COMMITTEE MINUTES. THE ORGANIZATION COMMISSIONED A COMPENSATION STUDY IN CALENDAR YEAR 2022. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S FORM 990 AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FUND'S FORM 990 IS ALSO POSTED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,363,223. PENSION BENEFIT RELATED ACTIVITIES, OTHER THAN NET PERIODIC PENSION COST 1,977,136. WRITE-OFF OF UNCOLLECTIBLE PLEDGES -87,250. ENTERTAINMENT HEALTH INSURANCE SOLUTIONS 5757 WILLSHIRE BLVD SUITE 4000 LOS ANGELES CA 90036 832666535 INSURANCE BROKER NY 0 0 N/A ACTORS FUND PRODUCTIONS LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 863858113 EVENTS DE 0 0 N/A TAF HAC BUILDING LLC 5757 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 131635251 HOUSING CA 0 0 N/A ENTERTAINMENT COMMUNITY INSURANCE SERVICES LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 871805081 INSURANCE BROKER NY 0 0 N/A ACTORS FUND HOUSING DEVELOPMENT CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 800522071 HOUSING NY 501(C)(3) LINE 7 ACTORS FUND 1 AURORA HOUSING DEVELOPMENT FUND CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 061401959 DORMANT NY 501(C)(3) LINE 7 ACTORS FUND 1 HOLLYWOOD ARTS BUILDING QALICB 5757 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 873343478 HOUSING CA 501(C)(3) LINE 12B, II ACTORS FUND 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACTORS FUND HOUSING DEVELOPMENT CORP B 943482 FMV