2022-03-14T16:24:08-05:00 2021-04-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 900243783 990 2020-05-01 454931719 SCREEN ACTORS GUILD-AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS SCRE 3239541600 5757 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 90036 ARIANNA OZZANTO CFO 3239541600 2022-03-14 1 ARIANNA OZZANTO 999009999 NAZANIN BENYAMINI P00666808 3104773924 2022-03-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID WHITE 5757 WILSHIRE BOULEVARD 7TH FLOOR LOS ANGELES CA 90036 121801171 0 X WWW.SAGAFTRA.ORG X 2012 DE SAG-AFTRA MEMBERS WORK TOGETHER TO SECURE THE STRONGEST PROTECTIONS FOR MEDIA ARTISTS. 79 79 604 950 947425 615519 0 0 117442976 109282701 854161 -150570 10414746 7521202 128711883 116653333 693595 301005 0 0 71308125 55418909 0 0 0 52691026 38715564 124692746 94435478 4019137 22217855 402620333 489430210 324886653 496355345 77733680 -6925135 X SEE SCHEDULE O. 0 0 THE UNION HOLDS FUNDS IN TRUST FOR MEMBERS FROM SECONDARY MARKETS. SAG-AFTRA HOLDS AN ANNUAL AWARD SHOW TO HONOR SCREEN ACTORS FOR THEIR ACCOMPLISHMENTS. ACTIVITIES OF THE CONSERVATORY COMMITTEE PROVIDE EDUCATION IN THE CRAFT OF ACTING IN THE FORM OF SEMINARS, WORKSHOPS, LECTURES, ETC. 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PERFORMERS' RESIDUAL PAYMENTS, SETTLEMENTS AND FOREIGN ROYALTIES ARE HELD IN TRUST PENDING DISTRIBUTION TO PERFORMERS. PART X, LINE 2: THE UNION IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE UNION'S CHANGE IN NET ASSETS WITHOUT DONOR RESTRICTIONS IS EXEMPT FROM INCOME TAXES. MANAGEMENT BELIEVES THAT THE UNION CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. GAAP REQUIRES UNION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. UNION MANAGEMENT HAS ANALYZED THE TAX POSITIONS BY THE UNION, AND HAS CONCLUDED THAT AS OF APRIL 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE THE YEARS ENDED APRIL 30, 2018 THROUGH APRIL 30, 2021 AND BY THE CALIFORNIA FRANCHISE TAX BOARD ARE THE YEARS ENDED APRIL 30, 2017 THROUGH APRIL 30, 2021. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 8738854 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES MEMBER SERVICES 514244 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES MEMBER SERVICES 10000 SOUTH AMERICA 0 0 PROGRAM SERVICES MEMBER SERVICES 1125 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MEMBER SERVICES 1190 0 0 0 0 0 0 9265413 0 9265413 NORTH AMERICA GENERAL ASSISTANCE 10000 CHECK 1 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 SAG-AFTRA FOUNDATION 5757 WILSHIRE BLVD PH1 LOS ANGELES CA 90036 953967876 501(C)(3) 171598 GENERAL ASSISTANCE COMMISSION ON ELIMINATING SEXUAL HARASSMENT AND ADVANCING EQUALITY IN THE W 619 ARIZONA AVE FL 2 SANTA MONICA CA 90401 832915013 501(C)(3) 100000 GENERAL ASSISTANCE LOS ANGELES COUNTY FEDERATION OF LABOR AFL-CIO 2130 W JAMES M WOOD BLVD LOS ANGELES CA 90006 952019312 501(C)(5) 12000 GENERAL ASSISTANCE 2 1 PART I, LINE 2: THE FINANCIAL SUPPORT LISTED ON SCHEDULE I, PART II, WERE PAID IN THE FORM OF DONATIONS TO THE NAMED ORGANIZATIONS. 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FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: (A) INCREASING THE POWER AND LEVERAGE OF OUR MEMBERS IN THEIR BARGAINING RELATIONSHIPS WITH THE EMPLOYERS IN OUR INDUSTRIES; (B) ORGANIZING WORKERS IN THE ENTERTAINMENT AND MEDIA INDUSTRIES IN ORDER TO MAXIMIZE OUR BARGAINING STRENGTH; (C) INCREASING OUR POWER IN DEALING WITH THE VARIOUS GOVERNMENTAL BODIES THAT ADDRESS THE SIGNIFICANT PUBLIC POLICY ISSUES CONFRONTING OUR MEMBERS; (D) PROTECTING AND SECURING THE RIGHTS OF OUR MEMBERS IN THEIR PROFESSIONAL ACTIVITIES, INCLUDING SECURING MEANINGFUL LEGISLATION AND REGULATIONS ON MATTERS AFFECTION THEIR WORK AND TAKING APPROPRIATE PROTECTIVE ACTION IN RESPONSE TO THE UNAUTHORIZED USE OF THEIR WORK; (E) COOPERATING, COORDINATING AND COMBINING WITH OTHER ORGANIZATIONS WHOSE OBJECTIVES INCLUDE THE ADVANCEMENT AND IMPROVEMENT OF MEMBERS' COMPENSATION AND WORKING CONDITIONS WHENEVER SUCH ACTION IS IN THE BEST INTEREST OF OUR MEMBERS; (F) ESTABLISHING, CONDUCTING, SPONSORING AND MAINTAINING SUCH EDUCATIONAL, RECREATIONAL, SOCIAL AND CHARITABLE ENTERPRISES AS MAY ASSIST OUR MEMBERS AND AID IN THEIR GENERAL WELFARE; (G) RECEIVING, ADMINISTERING AND EXPENDING THE UNIONS FUND IN THE INTERESTS OF OUR MEMBERS; (H) COLLECTING AND DISTRIBUTING GOVERNMENT MANDATED OR OTHER COMPULSORY ROYALTIES, LEVIES OF REMUNERATION SUBJECT TO WORLDWIDE COLLECTIVE ADMINISTRATION; (I) WITHOUT LIMITATION, PROTECTING THE RIGHTS OF ENTERTAINMENT AND MEDIA ARTISTS IN ALL OTHER ASPECTS CONSISTENT WITH THE OVERALL OBJECTIVES OF THE UNION AND DOING ALL THINGS NECESSARY AND PROPER TO ADVANCE AND PROMOTE THEIR WELFARE AND INTERESTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS DIVIDED INTO THE FOLLOWING CATEGORIES OF MEMBERSHIP STATUS: ACTIVE, HONORABLE WITHDRAWAL, PAYMENTS PENDING AND SUSPENDED PAYMENT. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL BOARD OF DIRECTORS IS THE HIGHEST POLICY MAKING BODY OF THE ORGANIZATION. IT IS ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF CERTAIN ISSUES MAY BE REFERRED TO EITHER THE MEMBERSHIP FOR A REFERENDUM VOTE OR TO A BIANNUAL NATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CONTROLLER REVIEW THE 990 FOR MISSTATEMENTS OR ERRORS AND THE AMOUNTS REPORTED ARE COMPARED TO THE AUDITED FINANCIALS. THE 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE FOR DISCUSSION AND REVIEW. THE FORM IS ALSO AVAILABLE UPON REQUEST TO ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C SAG-AFTRA ENFORCES ITS CONFLICT OF INTEREST POLICIES IN CONNECTION WITH THE FILING OF LABOR-MANAGEMENT REPORTS OF CONFLICTS OF INTEREST REQUIRED ANNUALLY OF OFFICERS, DIRECTORS, AND EMPLOYEES BY FEDERAL LAW, AS WELL AS THROUGH REGULAR MONITORING OF REPORTS OF POTENTIAL CONFLICTS OF INTEREST THROUGH THE PEOPLE AND CULTURE (I.E. HUMAN RESOURCES) DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE COMPOSED OF NATIONAL BOARD MEMBERS REVIEWS AND COMPARES THE NATIONAL EXECUTIVE DIRECTOR'S COMPENSATION WITH COMPENSATION FOR COMPARABLE POSITIONS, AND MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE ULTIMATE AUTHORITY RESIDES WITH THE NATIONAL BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 MAY ALSO BE INSPECTED ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A: ALTERNATE BOARD MEMBERS HAVE VOTING RIGHTS UPON BEING ASKED TO ATTEND A NATIONAL BOARD MEETING ON BEHALF OF A NATIONAL BOARD MEMBER. ACCORDINGLY, THE ORGANIZATION IS REPORTING THE NAMES OF ALTERNATE BOARD MEMBERS WHO WERE CALLED TO SERVE IN PLACE OF NATIONAL BOARD MEMBERS AT ANY TIME DURING THE TAX YEAR. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT - ASC 606 -110,207,379. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: UNDER THE NEW GUIDANCE OF ASC 606, THERE IS A CHANGE IN THE UNION'S RECOGNITION OF INITIATION FEE REVENUE. FOR THE YEAR ENDED APRIL 30, 2021, THE UNION NO LONGER FULLY RECOGNIZES INITIATION FEE REVENUES UPON COLLECTION, BUT INSTEAD OVER THE AVERAGE LIFECYCLE OF A SAG-AFTRA MEMBER, WHICH IS THE TERM THE UNION IS REQUIRED TO PROVIDE SERVICES. THE AVERAGE MEMBER LIFECYCLE IS AN ESTIMATE THAT IS REEVALUATED BY MANAGEMENT ANNUALLY, UTILIZING HISTORICAL AND NEW MEMBER JOIN DATA. THE AVERAGE TERM IS APPLIED TO THE AMOUNTS COLLECTED FOR INITIATION FEES, AND IS AMORTIZED TO THE STATEMENT OF ACTIVITIES ACCORDINGLY. AS OF MAY 1, 2020, ADOPTION OF THE NEW STANDARD RESULTED IN THE RECORDING OF DEFERRED INITIATION FEE REVENUE AND AN ADJUSTMENT TO OPENING NET ASSETS WITHOUT DONOR RESTRICTIONS OF $110,207,379. THERE WAS NO IMPACT TO THE UNION'S OTHER REVENUE STREAMS. 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