2017-11-15T15:08:43-06:00 2016-12-31 910189318 Moss Adams LLP 10960 WILSHIRE BLVD SUITE 1100 Los Angeles CA 90024 990 2016-01-01 951652916 Motion Picture and Television Fund MOTI 8188764133 23388 Mulholland Dr Mail Stop 218 Woodland Hills CA 913642792 Robert L Beitcher President 8188764133 2017-11-14 1 Lauren A Haverlock P00545829 3104770450 2017-11-07 12.129.7.100 2017-11-14 12:29:01 PS P 78118257E82E30657AF761EA54FADB8CA1DED754 41F3D51277C721D7E64869098416E4BAA04E310D 2016 2017-02-10 21:41:12Z Robert L Beitcher 23388 Mulholland Dr Mail Stop 218 Woodland Hills CA 913642792 114685663 0 X www.mptf.com X 1921 CA SUPPORTING THE ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, with dignity and purpose. 15 14 500 675 97859 72515 27453700 26177809 23751251 23306667 1285394 8798671 -777818 -1215483 51712527 57067664 1146927 1171531 0 0 35727546 35566248 180000 179250 1510997 22991519 21287347 60045992 58204376 -8333465 -1136712 171435791 167633865 62523668 59415914 108912123 108217951 X WE SUPPORT OUR ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITHDIGNITY AND PURPOSE, AND HELPING EACH OTHER IN TIMES OF NEED. 0 0 19373082 0 14494385 MPTF PROVIDES INPATIENT MEDICAL SERVICES AT ITS 122 BED FACILITY LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS. SERVICES INCLUDE GERIATRIC, SKILLED NURSING, ALZHEIMER'S CARE, AND RELATED ANCILLARY SERVICES. 2016 SERVICE VOLUMES INCLUDED 10,849 TOTAL PATIENT DAYS. 16788263 1171531 6661763 MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING A 166 UNIT RETIREMENT COMMUNITY, RESIDENTIAL SUBSIDIES, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. 2016 SERVICE VOLUMES INCLUDED 55,376 RESIDENTIAL DAYS (SEE SCHEDULE O). 10261460 0 2150519 MPTF provides community programs including social services, financial assistance, elder connection, palliative care, home safety assessments and improvements, insurance counseling, smoking cessation and various other programs. 46422805 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 265 0 1 500 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 15 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X Michael Kuehl 8188764133 23388 Mulholland Drive Woodland Hills CA 913642792 Robert L Beitcher President/ CEO 40.00 X X 762267 0 32499 Jim Gianopulos Chair 1.00 X X 0 0 0 Mark Fleischer Vice Chair 1.00 X X 0 0 0 Jay D Roth Treasurer 1.00 X X 0 0 0 Michael Karlin Secretary 1.00 X X 0 0 0 George Clooney Director 1.00 X 0 0 0 Darcie A Denkert Director 1.00 X 0 0 0 Jeffrey Katzenberg Director 1.00 X 0 0 0 Hawk Koch Director 1.00 X 0 0 0 Matthew Loeb Director 1.00 X 0 0 0 Lisa Pierozzi Director 1.00 X 0 0 0 A Robert Pisano Director 1.00 X 0 0 0 Patrick B Purcell Director 1.00 X 0 0 0 Casey Wasserman Director 1.00 X 0 0 0 David White Director 1.00 X 0 0 0 Ken W Scherer Vice President, Development 40.00 X 344918 0 39649 Michael H Kuehl Chief Financial Officer 40.00 X 276481 0 13144 Nancy P Rubin Vice President, Human Resources 40.00 X 245337 0 24359 Sharon A Siefert Vice President, Legal Affairs 40.00 X 226923 0 24316 Chris G Livanos Chief Information Officer 40.00 X 213395 0 31898 Scott A Kaiser Chief Innovation Officer 40.00 X 252547 0 40923 Jeff D Arnett Director, Finance 40.00 X 174818 0 24651 Linda K Healy Director- PC&Geriatric Srvc 40.00 X 184854 0 30296 Craig Witmer Director, IT 40.00 X 167511 0 26256 David Soltero Director, SNF 40.00 X 162815 0 20905 3011866 0 308896 27 0 1 0 Morrison Management Specialists PO Box 102289 Atlanta GA 303682289 Dietary and Housekeeping 2720989 UCLA Practice Plan PO Box 951759 Los Angeles CA 900951759 Physician Fees 599395 Allied Security Holdings LLC 161 Washington Street Suite 600 Conshohocken PA 19428 Security Services 592901 Professional Staffing 17645 Chatsworth Street Granada Hills CA 91344 Temporary Help 434769 Infor(US) INC 13560 Morris Rd Suite 4100 Alpharetta GA 30004 Computer Services 422449 13 8571839 17605970 292618 26177809 Inpatient revenue 623000 14494385 14494385 Residential revenue 623990 6661763 6661763 Outpatient revenue 621400 1996785 1996785 Health and Wellness Center revenu 713940 118445 118445 Management service fees 551112 35195 35195 94 94 23306667 2065656 97859 1967797 456556 456556 1588545 5537 1583008 1583008 1583008 46153674 13915917 47985601 5350975 -1831927 8564942 6733015 6733015 887459 8571839 4264499 -3377040 -3377040 38965 11387 27578 27578 Contract and other revenue 900099 84482 84482 Hospital and gift shop sales 453220 9933 9933 94415 57067664 23306667 97859 7485329 X 1171531 1171531 2207428 6945 1870567 329916 23394477 19187906 3838598 367973 1510243 1276358 204987 28898 6588625 5513208 965255 110162 1865475 1544000 286550 34925 199834 199834 459436 312 459124 357963 357963 9193 9193 179250 179250 53422 53422 6025417 5753242 200324 71851 883129 427337 361717 94075 511683 43870 391497 76316 2340017 2193048 146969 70530 30767 26468 13295 18451 18451 356596 356596 4845460 4845460 326934 326934 Pharmaceuticals 1933645 1933645 Repairs and maintenance 952630 921410 31220 Medical supplies 476045 476045 Software Hosting Fees 391185 391185 1075777 513647 357794 204336 58204376 46422805 10270574 1510997 2034074 3858183 52452037 46679013 8027713 7518311 305928 255434 610539 601388 129552056 96552015 41629074 33000041 60364378 64019273 1971679 7937833 2700000 2700000 1340369 1064389 171435791 167633865 10969012 9416796 847001 648595 21430000 20205604 29277655 29144919 62523668 59415914 X 31697186 32854837 54471019 48878379 22743918 26484735 108912123 108217951 171435791 167633865 X -1136712 1423468 -980928 X 0 1 X 1 0 X 47750861 45496752 37982991 27453700 26177809 184862113 47750861 45496752 37982991 27453700 26177809 184862113 36292991 148569122 5760447 3128649 4214833 4240068 4012898 21356895 187939 219852 252051 250753 0 910595 258457 276853 215279 145490 94415 990494 208120097 190022300 0.71390 0.70400 X 0.76310 0.05580 Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2012 Amount: $ 258,457. 2013 Amount: $ 276,853. 2014 Amount: $ 215,279. 2015 Amount: $ 145,490. 2016 Amount: $ 94,415. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 9193 9193 0 Part II-B, Line 1: THE LOBBYING ACTIONS OF THE MOTION PICTURE AND TELEVISION FUND FOR THE YEAR ENDED DECEMBER 31, 2016 WERE COMPRISED OF PAYING MEMBERSHIP DUES TO VARIOUS HEALTHCARE ASSOCIATIONS WHO IN TURN PAY OUTSIDE LOBBYIST TO REPRESENT THE INTERESTS OF THE ASSOCIAITON WITH STATE LEGISLATORS WITH RESPECT TO GOVERNMENT REIMBURSEMENT PROGRAMS. 0 22808078 3729220 580186 406983 26710501 22627188 148799 690233 658142 22808078 17316582 5107855 1043544 840793 22627188 17211556 31319 553678 479971 17316582 15029064 2127775 1071452 1016735 17211556 0.99150 0.00850 0 0 1821411 1821411 91422631 65708201 25714430 708520 445765 262755 23093676 20407124 2686552 12505818 9990925 2514893 33000041 Due to Retirement Plans 19658622 Accrued General Liability Insurance 1383688 Interest Rate Swap Obligation 2060296 Accrued Worker's Compensation 4924036 Actuarial Liability Under Split-Interest Agreements 511394 Due to Affiliates 606883 29144919 Part V, Endowment Funds: EACH OF THE ORGANIZATION'S ENDOWMENTS ARE DONOR-RESTRICTED AND WERE ESTABLISED FOR A VARIETY OF PURPOSES, INCLUDING CHILDCARE, PATIENT AND RESIDENT SUPPORT, GROUNDS MAINTENANCE, AND OTHER GENERAL OPERATING PURPOSES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPTS TO PROVIDE LONG TERM INVESTMENT APPRECIATION AND A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENTS. X X X X X 1 Netzel Grigsby Associates Inc 9696 Culver Blvd Suite 105 Culver City CA 90232 Consulting 0 0 48000 -48000 Paragon Charitable Services Group Inc 10800 Hole Avenue Suite 6 Riverside CA 92505 Planned Giving Consulting 0 0 84000 -84000 Barrie Robinson Consulting Services 2901 4th Street Apt203 Santa Monica CA 90405 Consulting 0 0 47250 -47250 179250 -179250 CA NY Benefit Party 5280518 4885605 394913 24880 126996 251113 45170 1184967 Benefit Party 2313524 2139751 173773 16856 25175 144898 4500 855381 3 1865256 1546483 318773 50967 88910 226101 65805 1152780 9459298 8571839 887459 92703 241081 622112 115475 3193128 4264499 -3377040 38965 11387 0 38965 11387 11387 27578 CA 1 0 1 0 1.00000 0.00000 MALUZVIMINDA RAYOS DEL SOL 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 0 BECKY SARAZY 2000 Manages raffle after annual golf tournament X 1 38965 1 1 X 1 X 1 X 1 1 1 0 1 1 13370472 9860905 3509567 0.06030 13370472 9860905 3509567 0.06030 7156579 127793 7028786 0.12080 7156579 127793 7028786 0.12080 20527051 9988698 10538353 0.18110 18546710 6652000 11894710 0.20440 378855 378855 0.00650 727730 727730 0.01250 19653295 6652000 13001295 0.22340 1 0 0 739115 4045092 -3305977 X 1 1 1 1 Motion Picture and Television Hospital 23388 Mulholland Drive Woodland Hills CA 91364 mptf.com 930000109 X X Motion Picture and Television Hospital 1 0 0 1 X X X X X X X X 16 1 0 0 1 X http://www.mptf.com/financials X 1 16 1 http://www.mptf.com/financials 0 1 X 200.000000000000 400.000000000000 X X X X 1 1 X X X 1 X X X X X 1 X 0 X 1 0 0 Motion Picture and Television Hospital Part V, Section B, Line 5: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS PREPARED BY MDS CONSULTING IN CONJUNCTION WITH SENIOR MANAGEMENT. THE ASSESSMENT INCORPORATED A COMBINATION OF QUALITATIVE AND QUANTITATIVE RESEARCH INCLUDING INTERVIEWS WITH SENIOR MANAGEMENT, FOCUS GROUPS WITH CONSTITUENTS, DISCUSSIONS WITH REGIONAL HEALTH CARE LEADERS AND STATISTICAL ANALYSIS. FEEDBACK WAS USED TO DETERMINE BOTH IMMEDIATE AND SHORT-TERM HEALTH NEEDS FOR INDUSTRY MEMBERS AND AREAS OF FOCUS FOR MPTF OVER THE NEXT 24 MONTHS. QUANTITATIVE DATA EVALUATED INCLUDED DEMOGRAPHIC AND INDUSTRY OVERVIEW DATA. ATTRIBUTED SOURCES INCLUDED THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES ("CDHS"), THE OFFICE OF STATEWIDE HEALTHCARE PLANNING AND DEVELOPMENT ("OSHPD"), AND LAEDC KYSER CENTER FOR ECONOMIC RESEARCH. EXTERNAL INTERVIEWS TOOK PLACE WITH LEADERS FROM THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, including LA County Department of Mental Health, Hospital Association of Southern California, AARP Foundation, AARP and Alzheimer's Greater Los Angeles. MPTF ALSO CONDUCTED AND ANALYZED SURVEYS OF INDUSTRY MEMBERS REGARDING THEIR NEEDS, WITH A FOCUS ON THE SOCIAL DETERMINANTS THAT IMPACT HEALTH AND WELLNESS. Motion Picture and Television Hospital Part V, Section B, Line 11: MPTF SERVES A COMMUNITY OF CURRENT AND RETIRED ENTERTAINMENT INDUSTRY WORKERS AND THEIR FAMILIES, WHO ARE GEOGRAPHICALLY DISPERSED ACROSS LOS ANGELES COUNTY AND BEYOND. CURRENT HEALTH CARE SERVICES PROVIDED DIRECTLY BY MPTF ARE SPECIFICALLY ORIENTED TO SENIOR CITIZENS AND FRAIL ELDERLY. OUR SOCIAL SERVICES EXTEND TO A GREATER POPULATION INCLUDING HEALTHY SENIORS, FRAIL ELDERLY, AND WORKING INDUSTRY MEMBERS AND THEIR FAMILIES. IN CONJUNCTION WITH UCLA HEALTH, MPTF SOCIAL WORKERS ARE EMBEDDED IN UCLA HEALTH'S COMMUNITY-BASED CLINICS.MPTF PROVIDES SOCIAL SERVICES TO A PARTICULARLY VULNERABLE POPULATION WHOSE WORK ENTAILS INCONSISTENT EMPLOYMENT, TIGHTENING UNION RESTRICTIONS REGARDING HEALTH CARE PLAN MEMBERSHIP, AGEISM, RUNAWAY FILM PRODUCTION, AND COMPETITION FROM EMERGING MEDIA. THE STRESSES THAT MEMBERS OF THE ENTERTAINMENT INDUSTRY FACE RANGE FROM INDUSTRY WORKERS SERVING AS CAREGIVERS FOR AGING PARENTS TO RETIREMENT PLANNING; FROM THE PRESSURES OF STAYING ON PHYSICALLY TAXING JOBS TO UNDERSTANDING HOW TO APPLY FOR MEDICARE; FROM THE EMOTIONAL ROLLER-COASTER OF THE INDUSTRY'S FREELANCE EMPLOYMENT CYCLE TO TACKLING THE CREEP OF SOCIAL ISOLATION AS FRIENDS AND FAMILIES BEGIN TO MOVE AWAY OR JOB OPPORTUNITIES BECOME MORE SCARCE.MPTF IS FOCUSED ON IMPROVING THE WELL-BEING OF THE INDUSTRY WORKER POPULATION THROUGH A FOCUS ON SOCIAL DETERMINANTS OF HEALTH. PROGRAMS CENTERED ON ADDRESSING SOCIAL AND ECONOMIC FACTORS, HEALTH BEHAVIORS, AND THE PHYSICAL ENVIRONMENT ARE KEY TO MPTF'S CURRENT AND FUTURE PLANS. MPTF'S WORK IS ORGANIZED AROUND 5 GOALS, WITH THE ENTERTAINMENT INDUSTRY WORKFORCE AT ITS CENTER: SAFETY NET, WELLNESS, SUPPORTIVE COMMUNITY, EXTENDING CREATIVITY AND EDUCATION.MPTF CONTINUALLY GAUGES COMMUNITY NEEDS THROUGH A COMBINATION OF INPUT TOOLS SUCH AS FOCUS GROUPS, MEETINGS, AND SURVEYS. IN ADDITION, MANAGEMENT WORKS IN CONJUNCTION WITH REGIONAL AGENCIES SUCH AS THE LOS ANGELES COUNTY DEPARTMENT OF HEALTH, AARP, AARP FOUNDATION, ALZHEIMER'S GREATER LOS ANGELES, AND OTHERS TO MONITOR AND GATHER RELEVANT DATA RELATED TO AREA HEALTH CARE NEEDS INDICATORS SUCH AS INCIDENCE OF DISEASE, MORTALITY/MORBIDITY, BASED ON DATA AND INPUT OVER THE PAST 12 MONTHS, MAJOR IDENTIFIED HEALTH NEEDS ARE AS FOLLOWS: DIABETES, HYPERTENSION, HIGH CHOLESTEROL, DEPRESSION AND ANXIETY, DEMENTIA, ARTHRITIS MANAGEMENT AND HEALTH MANAGEMENT. ADDITIONALLY, THE FOLLOWING NEEDS WERE IDENTIFIED: ACCESS TO SOCIAL WORKERS AND PROFESSIONALS FOR INSURANCE MATTERS, AND GENERAL ASSISTANCE NAVIGATING THE "COMPLEX" HEALTH CARE SYSTEM ; LONG-TERM CARE/SKILLED NURSING (LARGE DEMAND AND MOST FACILITIES ARE FULL) AND SENIOR HOUSING AVAILABILITY.IDENTIFIED HEALTH CARE CONCERNS (GENERAL): RISE IN INSURANCE PREMIUMS UNDER THE ACA, CO-PAYMENTS AND DEDUCTIBLES ARE AN ONGOING CHALLENGE; MEDICAL MANAGEMENT AND OUT-OF-NETWORK COVERAGE ISSUES WERE IDENTIFIED AS PROBLEMATIC FOR BEHAVIORAL HEALTH SERVICES IN PARTICULAR; GENERAL PERCEPTION THAT THERE IS A GROWING NEED AND UNDERSUPPLY OF SENIOR SERVICES AVAILABLE FOR THE GENERAL PUBLIC INCLUDING SKILLED NURSING, OTHER LONG-TERM CARE, AND ACUTE MENTAL HEALTH CARE; TRANSPORTATION OPTIONS; GENERAL ASSISTANCE WITH TROUBLESHOOTING HEALTH CARE ISSUES; SOCIAL ISOLATION FOR SENIORS; SAFETY ISSUES AROUND AGING IN COMMUNITY AND CAREGIVING DEMANDS.ORGANIZATIONAL PLAN TO ADDRESS NEEDS: BASED ON INTERNAL DISCUSSION, DELIBERATIONS WITH ITS BOARD, INPUT FROM KEY CONSTITUENTS, MARKET ANALYSIS, AND DISCUSSIONS WITH OTHER REGIONAL CARE PROVIDERS, MPTF WILL FOCUS ON THE FOLLOWING AREAS VIS-A-VIS THE COMMUNITY THAT IT SERVES:CONTINUING TO ACT AS AN ADVOCATE, OVERSEER AND CONVENER TO DIRECT/LINK INDUSTRY WORKERS, DEPENDENTS, AND RETIREES WITH APPROPRIATE SOCIAL SERVICES, WHETHER PROVIDED DIRECTLY BY MPTF OR OTHER REGIONAL PROVIDERS AND, WHERE APPROPRIATE TO PROVIDE LINKAGE TO HEALTH CARE SERVICES.BUILDING ON ITS NATIONALLY-RECOGNIZED PLATFORM OF COMMUNITY-BASED PALLIATIVE CARE SERVICES TO INCREASE EARLY INTERVENTIONS IN THE LIVES OF INDUSTRY MEMBERS (AND THEIR FAMILY MEMBERS) WHO HAVE RECEIVED SERIOUS MEDICAL DIAGNOSES.FOCUSING PRIMARILY ON THE CONTINUUM OF SENIOR SERVICES, INCLUDING SKILLED NURSING, PALLIATIVE CARE, INPATIENT GERIATRIC PSYCHIATRY, AND ALZHEIMER'S/DEMENTIA CARE.LAUNCHING A PROGRAM WITH AARP AND OTHER PARTNERS TO PROVIDE DAILY PHONE CONTACT (THROUGH VOLUNTEER SUPPORT) WITH FRAIL AND VULNERABLE SENIORS WHO MAY LACK SOCIAL INTERACTION AND THEREFORE ARE AT RISK.CONTINUING TO EXPLORE PARTNERSHIPS WITH NATIONALLY KNOWN INNOVATIVE HEALTH SYSTEMS AND PHILANTHROPIC PARTNERS.CONTINUING A THREE YEAR STUDY IN PARTNERSHIP WITH UCLA HEATH TO DEVELOP AND IMPLEMENT A SUSTAINABLE, CENTRALIZED CARE COORDINATION PROGRAM WITH THE EXPRESSED GOAL OF ENHANCING SAFETY WHILE DELIVERING EFFICIENT, COST-EFFECTIVE CARE. OUR POPULATION CONSISTS OF ENTERTAINMENT INDUSTRY ADULTS AND THEIR FAMILIES WHO SEEK PRIMARY CARE AT ONE OF OUR 5 COMMUNITY UCLA-MPTF HEALTH CENTERS AND MPTF PROVIDES THE SOCIAL SERVICE COMPONENT OF THIS PROJECT.IN COLLABORATION WITH A LOS ANGELES NONPROFIT, OPEN AN ADULT DAY CARE SERVICE ON THE WASSERMAN CAMPUS THAT WILL PROVIDE SUPPORT FOR OLDER ADULTS WITH MEMORY LOSS AS WELL AS FOR THEIR FAMILIES.DEVELOP PLANS AND ATTRACT PARTNERS FOR MPTF VILLAGE A NEW HOUSING DEVELOPMENT ADJACENT TO THE MPTF WASSERMAN CAMPUS IN WOODLAND HILLS THAT WILL PROVIDE AN ACTIVE SENIOR COMMUNITY FOR APPROXIMATELY 650 RESIDENTS.MPTF IS ADDRESSING THE CONCERNS ABOUT THE UNISURED AND ACCESS TO SERVICES THROUGH ITS INSURANCE COUNSELING AND PREMIUM SUPPORT, BRIDGE TO HEALTH, CRISES SUPPORT AND CONFIDENTIAL REFERRALS, AND HEALTH WHEELS PROGRAMS. THROUGH ITS AFFILIATION WITH UCLA, MPTF'S BRIDGE TO HEALTH PROGRAM PROVIDES BASIC HEALTHCARE SERVICES FOR ONE LOW FEE PER OFFICE VISIT. MPTF OFFERS CRISES SUPPORT SERVICES THAT CAN PROVIDE EMOTIONAL SUPPORT, FINANCIAL RELIEF AND CONFIDENTIAL REFERRALS TO PEOPLE AND FAMILIES DURING HARDSHIP. THROUGH ITS AFFILIATION WITH UCLA, MPTF OFFERS THE HEALTH WHEELS MOBILE HEALTH CENTER PROGRAM.MPTF IS ADDRESSING MEDICAL MANAGEMENT AND OUT-OF-NETWORK COVERAGE ISSUES FOR BEHAVIORAL HEALTH SERVICES BY PROVIDING DEMENTIA CARE AND INPATIENT GERIATRIC PSYCHIATRY. MPTF CONTINUES TO PROVIDE HIGH QUALITY INPATIENT SERVICES TO THOSE INDUSTRY MEMBERS SUFFERING MEMORY IMPAIRMENT OR RELATED ISSUES. MPTF ALSO PROVIDES INPATIENT GERIATRIC PSYCHIATRY SERVICES IN ITS 12 ROOM DEDICATED UNIT.MPTF IS ADDRESSING A GROWING NEED AND UNDERSUPPLY OF SENIOR SERVICES BY PROVIDING LONG-TERM CARE, ASSISTED AND INDEPENDENT LIVING, THE ELDER CONNECTION, PALLIATIVE CARE, AGE WELL AND COMMUNITY CARE TEAM PROGRAMS. MPTF PROVIDES HOSPITAL-BASED SKILLED NURSING AND DEMENTIA CARE SERVICES THROUGH ITS 70 BED INPATIENT UNIT ON THE WOODLAND HILLS CAMPUS. MPTF OFFERS INDEPENDENT AND ASSISTED LIVING ACCOMODATIONS DESIGNED EXCLUSIVELY FOR ENTERTAINMENT INDUSTRY RETIREES ON A BEAUTIFUL CAMPUS WITH MANY RECREATIONAL AND SOCIAL ACTIVITIES, BOUNTIFUL GARDENS, WALKING PATHS, A THEATRE AND MUCH MORE. MPTF'S ELDER CONNECTION IS A TRUSTED RESOURCE FOR ENTERTAINMENT INDUSTRY MEMBERS AND THEIR PARENTS WHO FACE CHALLENGES LIVING ON THEIR OWN OR MAY HAVE A SUDDEN LIFE EVENT THAT REQUIRES AN URGENT INTERVENTION. MPTF PROVIDES SPECIALIZED MEDICAL CARE FOR INDUSTRY MEMBERS WITH SERIOUS ILLNESSES THROUGH ITS PALLIATIVE CARE PROGRAM. MPTF'S AGE WELL PROGRAM PROVIDES EARLY ASSESSMENT AND INTERVENTION REGARDING AGE-RELATED MEDICAL AND EMOTIONAL CONCERNS, AND MAKE INFORMED RECOMMENDATIONS TO PRIMARY CARE PHYSICIANS AND FAMILY MEMBERS. MPTF COMMUNITY CARE TEAMS ARE A COORDINATED TEAM OF PHYSICIANS, NURSE PRACTITIONERS, REGISTERED NURSES, SOCIAL WORKERS, AND PASTORAL CARE TEAM MEMBERS VISITING INDUSTRY MEMBERS IN OUTSIDE SKILLED NURSING, REHABILITATION, ASSISTED LIVING AND BOARD AND CARE FACILITIES, AS WELL AS PRIVATE HOMES. Motion Picture and Television Hospital Part V, Section B, Line 16j: During 2016, the FAP was made widely available to patients through conspicuous display in the Hospital admissions area where the FAP was routinely provided to patients upon request. The Hospital Patient Business Services Department (PBS) also notified patients about the FAP during communications with patients related to their outstanding balances. Part I, Line 7: THE COSTING METHODOLOGY UTILIZED FOR PART I, LINE 7 AND PART II REPRESENTS DIRECT COST OF THE PROGRAMS PLUS AN ALLOCATION OF OVERHEAD AND INFORMATION TECHNOLOGY APPLIED USING RELEVANT COST DRIVERS. A COST-TO-CHARGE RATIO, DERIVED FROM FORM 990 INSTRUCTIONS, WORKSHEET 3, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7B. Part II, Community Building Activities: MPTF PROVIDES VARIOUS COMMUNITY BUILDING PROGRAMS AND SERVICES INCLUDING SUBSIDIES FOR RETIREMENT COMMUNITY RESIDENTS, SUBSIDIZED RETIREE ACTIVITIES, SAFETY ASSESSMENTS AND PHYSICAL IMPROVEMENTS TO RETIREES' HOMES IN THE COMMUNITY AND CHILDCARE SERVICES. APPROXIMATELY 42% OF MPTF'S RETIREMENT COMMUNITY RESIDENTS RECEIVE SOME LEVEL OF FINANCIAL SUBSIDY FROM MPTF (SUBSIDIES ON RENT, HEALTH INSURANCE PREMIUMS, CAREGIVING SUPPORT, MEDICATION, AND OTHER NECESSITIES). MPTF PROVIDES A VARIETY OF RETIREE ACTIVITIES DESIGNED TO ENCOURAGE MENTAL AND PHYSICAL ENGAGEMENT. THESE ACTIVITIES INCLUDE THE SABAN HEALTH AND WELLNESS CENTER OFFERING STATE OF THE ART AQUATIC AND LAND-BASED FITNESS PROGRAMS, VARIOUS LIFESTYLE AND FAMILY LEARNING COURSES, AND A MEDIA CENTER WHICH ENGAGES RETIREES IN WRITING, DEVELOPING, DIRECTING, AND PRODUCING PROGRAMMING FOR AN IN-HOUSE TELEVISION CHANNEL AND EXTERNAL OUTLETS. IN ADDITION, MPTF PROVIDES CHILDCARE SERVICES FOR APPROXIMATELY 98 CHILDREN AT THE SAMUEL GOLDWYN FOUNDATION CHILDCARE CENTER. Part III, Line 2: Amount reported represents actual amounts owed that have been written off. Part III, Line 3: Since there were no bad debts in the current year, none were applicable to to patients eligible under the financial assistance policy and no bad debt was reported as community benefit. Part III, Line 4: The organization does not have a footnote in the financial statements related to bad debt. Part III, Line 8: THE SHORTFALL REPORTED IS CONSIDERED COMMUNITY BENEFIT AS THE SERVICES PROVIDED MEET THE NEEDS OF THE COMMUNITY MPTF SERVES BUT ARE NOT EXPECTED TO BE FINANCIALLY SELF-SUPPORTING. THE SOURCE FOR THE SHORTFALL REPORTED ON LINE 7 IS THE AMOUNT AS FILED ON THE MEDICARE COST REPORT FOR 2016. Part III, Line 9b: DURING THE COLLECTION PROCESS, IF A PATIENT INDICATES AN INABILITY TO PAY THEY ARE PROVIDED AN OPPORTUNITY TO COMPLETE THE CHARITY AND DISCOUNTED CARE APPLICATION. AFTER REVIEWING THE PACKAGE AND IF THE PATIENT QUALIFIES THE AMOUNTS FORGIVEN ARE RECORDED AS CHARITY. Part VI, Line 2: NEEDS ASSESSMENT:AS DESCRIBED IN SCHEDULE O, MPTF PROVES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. MPTF REGULARLY EVALUATES THOSE SERVICES WITH INPUT FROM ENTERTAINMENT INDUSTRY-BASED HEALTH PLANS AND FRONT-LINE STAFF, INCLUDING PHYSICIANS AND OTHER CLINICAL STAFF, TO ENSURE THEY BEST MEET THE NEEDS OF THOSE SERVED. IN ADDITION, MPTF SOLICITS FEEDBACK FROM THOSE SERVED THROUGH REGULARLY CONDUCTED SATISFACTION SURVEYS. RESULTS OF THOSE SURVEYS ARE USED TO EVALUATE THE EFFECTIVENESS OF SERVICES AND IMPLEMENT IMPROVEMENTS WHEN NECESSARY. Part VI, Line 3: PATIENT EDUCATION OF ELIBILITIY FOR ASSISTANCE:MPTF NOTIFIES PATIENTS OF THE OPPORTUNITY TO QUALIFY FOR CHARITY AND DISCOUNTED CARE AT THE POINT OF REGISTRATION/ADMITTING. IN EACH SUCH AREA, SIGNS DESIGNED TO INFORM THE PATIENT OF THE AVAILABILITY OF CHARITY AND DISCOUNTED CARE ARE POSTED. IN ADDITION, AFTER SERVICES HAVE BEEN PROVIDED, MPTF'S BILLING DEPARTMENT STAFF MAY BECOME AWARE THAT THE PATIENT MAY QUALIFY FOR CHARITY AND DISCOUNTED CARE. IN SUCH CASES THE CHARITY AND DISCOUNTED CARE APPLICATION IS COMPLETED AND IF THE PATIENT QUALIFIES, THE BALANCE OF THE ACCOUNT WILL BE TREATED AS CHARITY. MPTF ALSO NOTIFIES PATIENTS OF FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS AT THE POINT OF REGISTRATION/ ADMITTING INCLUDING MEDICARE AND MEDI-CAL, IF APPLICABLE. MPTF ALSO OFFERS SOCIAL SERVICES WHERE PATIENTS ARE INFORMED OF A WIDER ARRAY OF SERVICES AND PROGRAMS IN ADDITION TO THOSE FOCUSED ON HEALTH CARE. Part VI, Line 4: COMMUNITY INFORMATION:AS DESCRIBED IN SCHEDULE O, MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. Part VI, Line 5: PROMOTION OF COMMUNITY HEALTH:MPTF OPERATES A HOSPITAL LICENCED BY THE STATE OF CALIFORNIA AND REPORTS INFORMATION REGARDING THIS HOSPITAL ON FORM 990, SCHEDULE H, BUT MPTF IS NOT EXEMPT FROM TAXATION AS A HOSPITAL DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 170 (B) (1) (A) (III). MPTF HAS BEEN RECOGNIZED BY THE IRS FOR THE PAST 90 YEARS AS A PUBLICLY SUPPORTED ORGANIZATION EXEMPT FROM TAXATION UNDER IRC SECTION 170 (B) (1) (A) (VI).MPTF PROVIDES VARIOUS PROGRAMS AND SERVICES DESIGNED TO POSITIVELY IMPACT THE OVERALL HEALTH OF THOSE SERVED. MPTF'S WASSERMAN CAMPUS PROVIDES RETIREES WITH A VIBRANT COMMUNITY AND BEAUTIFUL CAMPUS OFFERING FACILITIES, PROGRAMS AND SERVICES WHICH MAXIMIZE THE QUALITY OF RETIREMENT LIVING. Part VI, Line 6: The organization does not have an affiliated health system. Part VI, Line 7: THE ORGANIZATION FILES A COMMUNITY BENEFIT REPORT WITH CALIFORNIA. IRS Revenue Procedure 2015-21, Section 6: During 2016, MPTF management reviewed the company's compliance with 501(R) final regulations and determined that an adjustment to the financial assistance policy (FAP) and plain language summary (PLS) was needed. The documents were modified to include a list of physicians not covered by the FAP and a process implemented to routinely update the list. Following approval by the hospital's governing body, the updated policy was posted to the MPTF website.Although the FAP and PLS had not previously been publicly posted, the FAP was routinely provided to patients upon request and made widely available to patients through conspicuous display in the hospital admissions area. Patients were, and continue to be further notified about the FAP during communication with the hospital patient business services department regarding outstanding balances.Financial aid was provided to patients pursuant to MPTF's written FAP throughout 2016 and no individuals were adversely affected by the omissions noted above. In addition, MPTF did not engage in any 'extraordinary collection activities' during 2016 or through the date of filing this return. 1 Shelter, medical care and food for indigents 340 1171531 NONE NONE Part I, Line 2: MPTF MANAGES THE USE OF FINANCIAL ASSISTANCE FUNDS THROUGH ITS SOCIAL SERVICES FUNCTION AND CASE COMMITTEE OF THE BOARD. MPTF'S SOCIAL SERVICE FUNCTION IS STAFFED WITH MASTER LEVEL SOCIAL SERVICE PROFESSIONALS. AN APPLICANT COMPLETES A DETAILED APPLICATION WITH SUPPORTING DOCUMENT COPIES. THE SCREENING PROCESS FOR EACH APPLICANT INCLUDES A SOCIAL WORKER REVIEWING THE INFORMATION PRESENTED AND INTERVIEWING THE APPLICANT. ALL NEW CASES INCLUDE A REVIEW AND APPROVAL BY A MANAGER OR SUPERVISOR PRIOR TO PROVISION OF ANY FINANCIAL ASSISSTANCE. IF THE CUMULATIVE AMOUNT OF FINANCIAL ASSISTANCE TO THE INDIVIDUAL EXCEEDS $7,500 THE RELATED APPLICATION IS SUBMITTED TO MPTF'S CASE COMMITTEE FOR REVIEW AND APPROVAL. THE CASE COMMITTEE WILL REVISIT CASES AT LATER TIMES AND AMOUNT INTERVALS, AS SET FORTH BY BOARD COMMITTEE ACTION OR GUIDELINES. X X X X X 0 1 0 0 0 0 0 1 0 Robert L Beitcher President/ CEO 504327 0 250000 0 7940 0 7861 0 24638 0 794766 0 0 0 Ken W Scherer Vice President, Development 269896 0 60000 0 15022 0 20159 0 19490 0 384567 0 0 0 Michael H Kuehl Chief Financial Officer 235040 0 35000 0 6441 0 13144 0 0 0 289625 0 0 0 Nancy P Rubin Vice President, Human Resources 209607 0 31996 0 3734 0 7087 0 17272 0 269696 0 0 0 Sharon A Siefert Vice President, Legal Affairs 202051 0 24196 0 676 0 6110 0 18206 0 251239 0 0 0 Chris G Livanos Chief Information Officer 189159 0 23560 0 676 0 6710 0 25188 0 245293 0 0 0 Scott A Kaiser Chief Innovation Officer 223989 0 28558 0 0 0 7800 0 33123 0 293470 0 0 0 Jeff D Arnett Director, Finance 154754 0 16823 0 3241 0 5048 0 19603 0 199469 0 0 0 Linda K Healy Director- PC&Geriatric Srvc 164465 0 19801 0 588 0 9663 0 20633 0 215150 0 0 0 Craig Witmer Director, IT 151290 0 15918 0 303 0 1068 0 25188 0 193767 0 0 0 David Soltero Director, SNF 150305 0 12000 0 510 0 4903 0 16002 0 183720 0 0 0 Part I, Line 4b MPTF PROVIDES A STANDARD PROGRAM OF HEALTH, WELFARE AND RETIREMENT BENEFITS TO ALL OF ITS EMPLOYEES AND LIMITED PREREQUISITES TO SOME OF ITS EXECUTIVES. PRIOR TO 2016, MPTF OFFERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (EXECUTIVE SERP). AN AGGREGATE AMOUNT OF $31,420 WAS DISTRIBUTED TO FORMER MPTF EMPLOYEES. UNDER THE EXECUTIVE SERP, MPTF IS CONTRACTUALLY OBLIGATED TO MAKE THESE DISTRIBUTIONS. Ken Scherer participates in SERP, but received no distributions in 2016. Part I, Line 7 MPTF MAINTAINS AN ANNUAL INCENTIVE PLAN THAT ALLOWS SENIOR EXECUTIVES AND SOME MANAGEMENT TO EARN AN INCENTIVE AWARD. FOR THE 2016 PLAN YEAR AN INCENTIVE WAS APPROVED BY THE COMPENSATION COMMITTEE. UNDER A SEPARATE PLAN, THE CEO'S INCENTIVE PAY FOR THE 2016 PLAN YEAR WAS APPROVED BY THE COMPENSATION COMMITTEE AND PAID IN 2016. X 7463 See Part II X 18253 See Part II X 1 625 FMV X 3 21136 See Part II X Donor Gifts 64 245141 See Part II 0 0 1 0 Part I, Column (b): THE NUMBERS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. IN ADDITION, ALL NONCASH CONTRIBUTIONS WERE RECORDED AT THE ESTIMATED VALUE PROVIDED BY THE DONOR. Form 990, Part III, Line 4A MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING RETIREMENT COMMUNITY ACCOMODATIONS, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. MPTF'S RETIREMENT COMMUNITY, LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS (OFTEN REFERRED TO AS 'THE HOME'), OFFERS INDEPENDENT AND ASSISTED LIVING ACCOMODATIONS FOR ENTERTAINMENT INDUSTRY RETIREES AND THEIR SPOUSES BASED ON YEARS OF SERVICE REGARDLESS OF THEIR ABILITY TO PAY THE FEES. MPTF PROVIDED OVER $11.9 MILLION IN RESIDENTIAL CARE SUBSIDY IN 2016. TOTAL 2016 RESIDENTIAL DAYS WERE 55,376. MPTF PROVIDED TEMPORARY FINANCIAL ASSISTANCE TO INDUSTRY MEMBERS OF APPROXIMATELY $1.2 MILLION IN 2016 FOR RENT, FOOD, HOUSING, HEALTH INSURANCE PREMIUMS AND OTHER NEEDS. MPTF'S COMMUNITY-BASED SOCIAL SERVICE ACTIVITIES INCLUDE INDIVIDUAL AND CASE MANAGEMENT, ASSESSMENTS, INFORMATION REFERRALS, AND INCREASED ASSISTANCE FOR SENIORS WISHING TO REMAIN IN THEIR OWN HOMES THROUGH HOME MODIFICATIONS AND VOLUNTEER VISITING PROGRAMS. TOTAL SOCIAL SERVICE CONTACTS IN 2016 WERE 25,526. MPTF IS ALSO COMMITTED TO BUILDING GEOGRAPHICALLY-BASED COMMUNITIES OF INTEREST AMONG INDUSTRY RETIREES. THESE INCLUDE ACTIVITIES LIKE WALKING GROUPS, COMMUNITY "CONVERSATIONS" WITH PROGRAMS OF SPEAKERS, MOVIE NIGHTS, BOOK CLUBS, AND OTHER SOCIAL EVENTS. THESE ACTIVITIES TARGET INDUSTRY RETIREES WHO ARE CHOOSING TO "AGE IN PLACE" IN THEIR HOMES AS OPPOSED TO CHOOSING INSTITUTIONAL SETTINGS. Form 990, Part VI, Section A, line 2 MPTF PROVIDES SERVICES TO THE ENTERTAINMENT COMMUNITY AND THERE ARE, FROM TIME TO TIME, MPTF ENTITY DIRECTORS WHO SERVE ON OTHER ENTERTAINMENT RELATED ENTITIES. THERE MAY BE OTHER DIRECT TRANSACTIONS RESULTING IN ADDITIONAL BUSINESS RELATIONSHIPS. SOME OF THESE ENTERTAINMENT RELATED ENTITIES INCLUDE INDUSTRY-BASED PENSION AND HEALTH PLANS, INDUSTRY RELATED UNIONS AND FOR PROFIT ENTERTAINMENT INDUSTRY COMPANIES. Form 990, Part VI, Section B, line 11b THE FORM 990 WAS PREPARED BY MOSS ADAMS, LLP, BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. THE DRAFT FORM 990 AND ALL SUPPORTING SCHEDULES WERE REVIEWED IN DETAIL BY MPTF MANAGEMENT AND THE CHAIRMAN OF THE AUDIT COMMITTEE. A COPY OF FORM 990 WAS REVIEWED AND DISCUSSED AT AN AUDIT COMMITTEE MEETING. THEREAFTER, THE COMPLETED FORM 990 WAS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO THE RETURN BEING FILED. Form 990, Part VI, Section B, line 12c AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS AND EMPLOYEES AT THE LEVEL OF MANAGER AND ABOVE. THE VICE PRESIDENT OF LEGAL AFFAIRS COLLECTS AND REVIEW THE QUESTIONNAIRES AND THEN PROVIDES A SUMMARY OF THE ANSWERS TO THE CEO. THE CEO, IN CONJUNCTION WITH THE CHAIRMAN OF THE BOARD, PURSUES ANY NECESSARY FOLLOW-UP. THE BOARD'S BYLAWS ALSO REQUIRE NOTIFICATION TO THE CHAIRMAN OF ANY POTENTIAL CONFLICTS AT THE TIME THE CONFLICT ARISES. ONCE NOTICE OF A POTENTIAL CONFLICT IS RECEIVED, THE CHAIRMAN OF THE BOARD APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO PERFORM DUE DILIGENCE ON THE POTENTIAL CONFLICT. ONCE THE DUE DILIGENCE IS PERFORMED A DISCUSSION OF THE FACTS IS PRESENTED TO THE REMAINDER OF THE BOARD MEMBERS (WITH THE MEMBER POTENTIALLY CONFLICTED NOT PRESENT) WHO VOTE ON WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE CORPORATION. IF A CONFLICT IS DISCOVERED WHICH WAS NOT REPORTED, THE BOARD MAY TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. Form 990, Part VI, Section B, line 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ("COMPENSATION COMMITTEE") IS RESPONSIBLE FOR ESTABLISHING THE EXECUTIVE COMPENSATION POLICY AND PROGRAMS FOR SENIOR EXECUTIVES OF MPTF, AND THE MPTF COMPENSATION COMMITTEE OF MANAGEMENT (THE "MANAGEMENT COMMITTEE") IS RESPONSIBLE FOR ADMINISTERING THE COMPENSATION POLICY AND PROGRAMS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO AND OTHER SENIOR EXECUTIVES AND APPROVES ANY CHANGES TO BASE SALARY, INCENTIVE PLAN GOALS, OBJECTIVES AND AWARDS, AND EMPLOYMENT AGREEMENTS. THE MANAGEMENT COMMITTEE PERFORMS THE SAME TASKS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. AN INDEPENDENT OUTSIDE CONSULTANT IS RETAINED TO PROVIDE MARKET COMPARABILITY DATA AND ADVISE ON EXTERNAL MARKET PRACTICES, INCLUDING RELEVANT INFORMATION FROM THE FORM 990S OF OTHER ORGANIZATIONS. THE GENERAL POLICY AND/OR PRACTICE OF THE COMPENSATION COMMITTEE AND THE MANAGEMENT COMMITTEE IS TO COMPENSATE MPTF'S EXECUTIVES AT APPROXIMATELY THE MEDIAN OF THE MARKET FOR COMPARABLE ROLES AND RESPONSIBLITIES, WITH SUCH EXCEPTIONS AS THE COMPENSATION COMMITTEE OR, AS APPLICABLE, THE MANAGEMENT COMMITTEE, DEEMS TO BE REASONABLE IN CONSULTATION WITH THE OUTSIDE CONSULTANT. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT CURRENTLY AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g Other Professional Fees - See Below: Program service expenses 5,753,242. Management and general expenses 200,324. Fundraising expenses 71,851. Total expenses 6,025,417. PART IX, LINE 11G, COLUMN A: Other Professional Fees Detail: BEHAVIORAL HEALTH - $775,509 LAUNDRY - $232,486 CONTRACTED PHYSICAL THERAPY - $117,595 REGISTRY NURSING - $172,141 SECURITY - $622,117 FOOD SERVICE & HOUSEKEEPING - $2,424,733 CHAPLANCY SERVICES - $131,490 TEMPORARY EMPLOYEES - $300,605 OTHER CONTRACTED SERVICES - $1,248,741 Form 990, Part XI, line 9: Minimum Pension Liability -837,187. Change in Split Interest Agreements -45,455. Net Loss from Uncollectible Pledges -427. NET UBI FROM K-1S -97,859. BEFORE & AFTER PRODUCTIONS LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 030537114 FUNDRAISING DE 0 0 N/A THE INDUSTRY ADVANTAGE LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 208827584 Health Care DE MPTF C 306177 606883 1.00000 1 POOLED INCOME TRUST Split-interest Trust CA N/A T 0 CHARITABLE REMAINDER TRUST Split-interest Trust CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 Part V, Line 2(1), Column (D): A PORTION OF THE CORPORATE OVERHEAD EXPENSES ARE ALLOCATED ON A COST BASIS BY MPTF TO THE INDUSTRY ADVANTAGE, LLC.