AFTRA HEALTH FUND: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AFTRA HEALTH FUND (EIN 13-3467049)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-15
- IRS object ID
- 201512889349300441
- Schema version
- 2013v4.0
- 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 | 2015-10-15T14:18:46-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND BEEBE PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST-WEST HIGHWAY SUITE 900 | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143423 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133467049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFTRA HEALTH FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BD TRUSTEES AFTRA HEALTH FUN | InCareOfNm |
| Business Name Control | AFTR | BusinessNameControlTxt |
| Phone | 2124994800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVE 8TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100162312 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE DUBOIS | PersonNm |
| Person Title | CHIEF EXEC. OFFICER | PersonTitleTxt |
| Phone | 2124994800 | PhoneNum |
| Signature | 2015-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT PRICE | PreparerPersonNm |
| PTIN | P00686063 | PTIN |
| Phone | 2124994800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINE DUBOIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,092,720 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AFTRAHR.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE AFTRA HEALTH FUND IS THE MULTIEMPLOYER TRUST FOR A WELFARE BENEFIT PLAN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 161 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,964,721 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $90,202,640 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,572,842 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,506,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,780 | PYOtherRevenueAmt |
| CY Other Revenue | $146,399 | CYOtherRevenueAmt |
| PY Total Revenue | $118,589,343 | PYTotalRevenueAmt |
| CY Total Revenue | $95,856,012 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $95,336,088 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $101,070,739 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,974,042 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,196,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,451,337 | PYOtherExpensesAmt |
| CY Other Expenses | $13,962,477 | CYOtherExpensesAmt |
| PY Total Expenses | $116,761,467 | PYTotalExpensesAmt |
| CY Total Expenses | $124,230,026 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,827,876 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,374,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $243,208,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,401,777 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,055,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,549,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $235,153,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $211,852,246 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AFTRA HEALTH FUND IS THE MULTIEMPLOYER TRUST FOR A WELFARE BENEFIT PLAN. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | SERVED AS THE TRUST FOR A MULTIEMPLOYER WELFARE BENEFIT PLAN THAT PROVIDED HEALTH BENEFITS (MAJOR MEDICAL, HOSPITAL, SURGICAL, PRESCRIPTION DRUGS, MENTAL HEALTH, AND DENTAL) AND VARIOUS INSURANCE BENEFITS TO PARTICIPANTS, AND CERTAIN BENEFITS TO THE ELIGIBLE DEPENDENTS AND BENEFICIARIES OF PARTICIPANTS. | Desc |
| 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| IRP Document | 7700 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 161 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | 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 | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BD TRUSTEES AFTRA HEALTH FUN | PersonNm |
| Phone | 2124994800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 MADISON AVE FL 8 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARC SANDMAN | ||||||||
| PRODUCER TRUSTEE/CO-CHAIR | 1.7 | 41.33 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHELBY SCOTT | ||||||||
| UNION TRUSTEE/CO-CHAIR | 2.41 | 2.37 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HELAYNE ANTLER | ||||||||
| PRODUCER TRUSTEE | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BROWDE | ||||||||
| UNION TRUSTEE | 1.08 | 1.7 | Yes (X) | $0 | $0 | $82,832 | ||
| ANN CALFAS | ||||||||
| PRODUCER TRUSTEE | 1.04 | 40.99 | Yes (X) | $0 | $0 | $0 | ||
| DENNY DELK | ||||||||
| UNION TRUSTEE | 1.75 | 2.39 | Yes (X) | $0 | $0 | $117,549 | ||
| MATHIS L DUNN JR | ||||||||
| UNION TRUSTEE | 1.47 | 40.91 | Yes (X) | $0 | $244,754 | $165,407 | ||
| ANDREA FINKELSTEIN | ||||||||
| PRODUCER TRUSTEE | 0.72 | 40.65 | Yes (X) | $0 | $0 | $0 | ||
| J KEITH GORHAM | ||||||||
| PRODUCER TRUSTEE | 1.68 | 41.29 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HARTLEY-MARGOLIN | ||||||||
| UNION TRUSTEE | 0.81 | 1.97 | Yes (X) | $0 | $0 | $25,361 | ||
| HARRY ISAACS | ||||||||
| PRODUCER TRUSTEE | 1.57 | 41.44 | Yes (X) | $0 | $0 | $0 | ||
| JO ANN KESSLER | ||||||||
| PRODUCER TRUSTEE | 0.47 | 40.4 | Yes (X) | $0 | $0 | $0 | ||
| MATT KIMBROUGH | ||||||||
| UNION TRUSTEE | 0.97 | 1.88 | Yes (X) | $0 | $0 | $620 | ||
| HANK LACHMUND | ||||||||
| PRODUCER TRUSTEE | 1.65 | 41.18 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE LAMBERT | ||||||||
| UNION TRUSTEE | 2.28 | 1.87 | Yes (X) | $0 | $0 | $17,264 | ||
| STEPHEN MIRANTE | ||||||||
| PRODUCER TRUSTEE | 1.08 | 40.5 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA REARDON | ||||||||
| UNION TRUSTEE | 1.67 | 2.05 | Yes (X) | $0 | $0 | $2,273 | ||
| JOYCE REEHLING | ||||||||
| UNION TRUSTEE | 1.73 | 1.71 | Yes (X) | $0 | $0 | $12 | ||
| DAVID J SILBERMAN | ||||||||
| PRODUCER TRUSTEE | 2.29 | 40.91 | Yes (X) | $0 | $0 | $0 | ||
| SALLY STEVENS | ||||||||
| UNION TRUSTEE | 1.08 | 1.97 | Yes (X) | $0 | $0 | $6,153 | ||
| DAVID WHITE | ||||||||
| UNION TRUSTEE | 0.91 | 40.85 | Yes (X) | $0 | $548,506 | $161,809 | ||
| RON WILCOX | ||||||||
| PRODUCER TRUSTEE | 1.68 | 40.54 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE DUBOIS | ||||||||
| CHIEF EXECUTIVE OFFICER | 28.4 | 11.16 | Yes (X) | $257,650 | $101,209 | $40,484 | ||
| STEWART ADAMS | ||||||||
| CHIEF FINANCIAL OFFICER | 28.4 | 11.16 | Yes (X) | $125,584 | $49,301 | $45,061 | ||
| JOAN ROGUSKI | ||||||||
| BENEFITS DIRECTOR | 28.84 | 11.16 | $124,187 | $48,032 | $35,525 | Yes (X) | ||
| AMIN RAHIM | ||||||||
| DIRECTOR OF IT OPS | 28.84 | 11.16 | $120,423 | $46,576 | $26,444 | Yes (X) | ||
| RICK RUBANO | ||||||||
| DIRECTOR OF IT OPS | 28.84 | 11.16 | $121,605 | $47,033 | $18,157 | Yes (X) | ||
| JUDY PENA | ||||||||
| HR DIRECTOR | 28.84 | 11.16 | $111,881 | $43,272 | $12,687 | Yes (X) | ||
| DONALD E FAUGHNAN | ||||||||
| BENEFITS | 28.84 | 11.16 | $111,830 | $43,253 | $61,057 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $973,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,171,936 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $818,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA HEALTH CARE | |||||
| ONE LIBERTY PLACE | PHILADELPHIA | PA | 19192 | BENEFIT PLAN MGMT | $2,012,550 |
| BDO USA LLP | |||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | COMPLIANCE AUDIT | $955,187 |
| VALUE OPTIONS | |||||
| 441 9TH AVENUE | NEW YORK | NY | 10001 | BENEFIT PLAN MGMT | $342,011 |
| JP MORGAN CHASE BANK NA | |||||
| 4 NEW YORK PLAZA 12 FL | NEW YORK | NY | 10004 | MANAGEMENT SERVICES | $312,182 |
| SEGAL COMPANY | |||||
| 333 WEST 34TH STREET | NEW YORK | NY | 10001 | ACTUARY | $303,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PRODUCERS | 525100 | $66,991,235 | $66,991,235 |
| PARTICIPANTS | 525100 | $23,211,405 | $23,211,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $90,202,640 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $787,359 | TotalRevenueColumnAmt |
| Exclusion | $787,359 | 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 | $86,956,322 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,946,679 | SecuritiesAmt |
| Other | $290,029 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,009,643 | SecuritiesAmt |
| Other | -$290,029 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,719,614 | TotalRevenueColumnAmt |
| Exclusion | $4,719,614 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| SECURITY LITIGATION | 900099 | $118,133 | $118,133 |
| MISCELLANEOUS INCOME | 900099 | $27,342 | $27,342 |
| COMMISSION RECAPTURE | 900099 | $924 | $924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $146,399 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,856,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,202,640 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $5,653,372 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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 | $101,070,739 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,913 | 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 | $7,811,967 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,011 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,541 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,378 | 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 | $491,599 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273,533 | 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 | $548,648 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,443,643 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $981,199 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,657,817 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943,009 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,238 | 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 | $112,338 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,244,947 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,732 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ACA EXCISE TAX FEES | $877,972 |
| RECRUITING EXPENSES | $31,668 |
| ADMINISTRATIVE COSTS | $26,078 |
| DUES AND SUBSCRIPTIONS | $14,056 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,230,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,326 | BOYAmt |
| EOY | $1,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,738,572 | BOYAmt |
| EOY | $4,907,566 | 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 | $8,613,988 | BOYAmt |
| EOY | $12,645,619 | 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 | $403,271 | BOYAmt |
| EOY | $355,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,876,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,881,616 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,411,925 | BOYAmt |
| EOY | $5,995,319 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,709,773 | BOYAmt |
| EOY | $46,550,727 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,800,453 | BOYAmt |
| EOY | $146,029,301 | 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 | $2,499,970 | BOYAmt |
| EOY | $3,915,904 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,208,278 | BOYAmt |
| EOY | $220,401,777 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205,795 | BOYAmt |
| EOY | $4,820,776 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,738,086 | BOYAmt |
| EOY | $1,827,766 | 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 | $2,111,210 | BOYAmt |
| EOY | $1,900,989 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,055,091 | BOYAmt |
| EOY | $8,549,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,153,187 | BOYAmt |
| EOY | $211,852,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,153,187 | BOYAmt |
| EOY | $211,852,246 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,208,278 | BOYAmt |
| EOY | $220,401,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$28,374,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,073,073 | NetUnrlzdGainsLossesInvstAmt |
| 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 | $3,254,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,159,402 | DepreciationAmt |
| Book Value | $2,094,997 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,915,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $984,009 | DepreciationAmt |
| Book Value | $931,279 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,707,248 | OtherCostOrOtherBasisAmt |
| Depreciation | $738,205 | DepreciationAmt |
| Book Value | $2,969,043 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,995,319 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SSGA COMMON TRUST INVESTMENTS | Desc |
| Book Value | $146,029,301 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $146,029,301 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $1,900,989 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,900,989 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $100,670,466 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,073,073 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,073,073 | RevenueNotReportedAmt |
| Revenue Subtotal | $95,597,393 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $548,648 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$290,029 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $258,619 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,856,012 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $123,971,407 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $290,029 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $290,029 | ExpensesNotReportedAmt |
| Expenses Subtotal | $123,681,378 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $548,648 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $548,648 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $124,230,026 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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 and recognize an income tax liability if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has evaluated the tax positions taken by the Plan and concluded that as of November 30, 2014 there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits in progress for any tax periods. |
| PART XI, LINE 4B - REVENUES INCLUDED ON FORM 990, BUT NOT FINANCIALS: | $(290,029) LOSS ON DISPOSAL OF FIXED ASSETS REPORTED IN GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY. |
| PART XII, LINE 2D - EXPENSES INCLUDED ON FINANCIALS, BUT NOT FORM 990: | $290,029 LOSS ON DISPOSAL OF FIXED ASSETS REPORTED IN GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY. |
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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | 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 | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHIS L DUNN JR | ||||||||||||
| UNION TRUSTEE | $0 | $244,754 | $0 | $112,173 | $0 | $53,234 | $0 | $410,161 | $0 | $0 | ||
| DAVID WHITE | ||||||||||||
| UNION TRUSTEE | $0 | $548,506 | $0 | $62,749 | $0 | $99,060 | $0 | $710,315 | $0 | $0 | ||
| CHRISTINE DUBOIS | ||||||||||||
| CHIEF EXECUTIVE OFFICER | $257,650 | $101,209 | $29,066 | $11,418 | $0 | $0 | $286,716 | $112,627 | $0 | $0 | ||
| STEWART ADAMS | ||||||||||||
| CHIEF FINANCIAL OFFICER | $120,609 | $47,377 | $32,352 | $12,709 | $0 | $0 | $157,936 | $62,010 | $0 | $0 | $4,975 | $1,924 |
| JOAN ROGUSKI | ||||||||||||
| BENEFITS DIRECTOR | $119,391 | $46,177 | $25,617 | $9,908 | $0 | $0 | $149,804 | $57,940 | $0 | $0 | $4,796 | $1,855 |
| AMIN RAHIM | ||||||||||||
| DIRECTOR OF IT OPS | $115,732 | $44,762 | $19,069 | $7,375 | $0 | $0 | $139,492 | $53,951 | $0 | $0 | $4,691 | $1,814 |
| RICK RUBANO | ||||||||||||
| DIRECTOR OF IT OPS | $116,914 | $45,219 | $13,093 | $5,064 | $0 | $0 | $134,698 | $52,097 | $0 | $0 | $4,691 | $1,814 |
| JUDY PENA | ||||||||||||
| HR DIRECTOR | $107,475 | $41,568 | $9,149 | $3,538 | $0 | $0 | $121,030 | $46,810 | $0 | $0 | $4,406 | $1,704 |
| DONALD E FAUGHNAN | ||||||||||||
| BENEFITS | $107,642 | $41,633 | $44,028 | $17,029 | $0 | $0 | $155,858 | $60,282 | $0 | $0 | $4,188 | $1,620 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A - FIRST-CLASS TRAVEL: | UNDER A TRAVEL REIMBURSEMENT PLAN, THE ORGANIZATION REIMBURSES THE TRUSTEES FOR FIRST-CLASS TRAVEL EXPENSES INCURRED FOR BUSINESS RELATED TO THE ORGANIZATION. NO PART OF THE REIMBURSEMENT IS TREATED AS TAXABLE COMPENSATION TO THE TRUSTEES. |
| PART II, COLUMN C - DEFERRED COMPENSATION: | $318,086 OF THE AMOUNT IN THIS COLUMN REPRESENTS THE ANNUAL INCREASE IN ACTUARIAL VALUE OF A QUALIFIED DEFINED BENEFIT PLAN, AS CALCULATED BY THE PLAN ACTUARY. NONE OF THIS INCREASE REPRESENTS AN ACTUAL OUTLAY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 7A - SELECTION OF TRUSTEES: | THE GOVERNING BOARD SHALL CONSIST OF ELEVEN (11) EMPLOYER TRUSTEES AND ELEVEN (11) SAG-AFTRA TRUSTEES. IN THE EVENT THAT ANY EMPLOYER TRUSTEE SHALL DIE, BECOME INCAPABLE OF ACTING HEREUNDER, RESIGN, OR BE REMOVED, THE EMPLOYER TRUSTEES THEN IN OFFICE MAY, BY MAJORITY VOTE AND IN A WRITING SIGNED BY A MAJORITY OF THE EMPLOYER TRUSTEES AND DELIVERED TO THE BOARD, DESIGNATE A PERSON TO FILL THE POSITION OF EMPLOYER TRUSTEE THUS MADE AVAILABLE. IT IS THE INTENTION OF THE EMPLOYER TRUSTEES THAT THE COMPOSITION OF THE EMPLOYER TRUSTEES WILL BE GENERALLY REPRESENTATIVE OF THE VARIOUS SEGMENTS OF THE INDUSTRY FOR WHICH CONTRIBUTIONS HAVE HISTORICALLY BEEN REQUIRED TO BE MADE TO THE FUNDS. IN THE EVENT THAT ANY SAG-AFTRA TRUSTEE SHALL DIE, BECOME INCAPABLE OF ACTING HEREUNDER, RESIGN, OR BE REMOVED, SAG-AFTRA SHALL DESIGNATE A SUCCESSOR SAG-AFTRA TRUSTEE BY WRITTEN NOTICE FROM THE NATIONAL BOARD OF SAG-AFTRA DELIVERED TO THE BOARD, SUCH APPOINTMENT SHALL BECOME EFFECTIVE IMMEDIATELY UPON SUCH FILING. |
| PART VI, SECTION A, LINE 11B - REVIEW PROCESS OF FORM 990: | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE HEALTH FUND PRIOR TO ITS SUBMISSION FOR FILING. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE RETURN. |
| PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY COMPLIANCE: | PROCEDURES ---------- 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE BOARD (OR A DESIGNATED COMMITTEE OF TRUSTEES) FOR CONSIDERATION OF THE PROPOSED TRANSACTION OR ARRANGEMENT. IN ADDITION, TRUSTEES MUST DISCLOSE TO THE BOARD (AND UPDATE ANNUALLY) THEIR INTERESTS THAT ARE REASONABLY LIKELY TO GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, OWNERSHIP OR INVESTMENT INTERESTS AND OTHER TRANSACTIONS WITH BUSINESS AND OTHER ORGANIZATIONS AND THOSE OF FAMILY MEMBERS. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD (OR COMMITTEE) MEETING WHILE THE REMAINING MEMBERS OF THE BOARD (OR COMMITTEE) DETERMINE AND VOTE ON THE ISSUE OF WHETHER A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A) IF A CONFLICT OF INTEREST IS FOUND TO EXIST, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD (OR COMMITTEE) MEETING CONCERNING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT. B) THE CHAIRPERSON OF THE BOARD (OR COMMITTEE) SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE BOARD (OR COMMITTEE) SHALL DETERMINE WHETHER THE FUND CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF (I) A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, AND (II) THE TRANSACTION OR ARRANGEMENT DOES NOT VIOLATE THE PROHIBITED TRANSACTION PROVISIONS OF THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974, AS AMENDED ("ERISA"), THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), OR OTHER APPLICABLE LAW, THEN THE BOARD (OR COMMITTEE) SHALL DETERMINE WITH ONLY THE DISINTERESTED TRUSTEES (OR COMMITTEE MEMBERS) VOTING WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FUND'S BEST INTEREST AND FOR THE FUND'S OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FUND, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A) IF THE BOARD (OR COMMITTEE) HAS REASONABLE CAUSE TO BELIEVE THAT A TRUSTEE OR THE CEO HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B) IF, AFTER HEARING THE RESPONSE OF THE PERSON AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED UNDER THE CIRCUMSTANCES, THE BOARD (OR COMMITTEE) DETERMINES THAT THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE ACTIONS THAT IT DEEMS APPROPRIATE. ACKNOWLEDGEMENT OF POLICY ------------------------- EACH TRUSTEE AND ALL EMPLOYEES OF THE FUND SHALL SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON - A. HAS RECEIVED A COPY OF THIS POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT THE FUND IS AN EMPLOYEE BENEFIT PLAN SUBJECT TO THE PROVISIONS OF ERISA, WHICH, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES AND THAT HE OR SHE MUST DISCHARGE HIS OR HER DUTIES WITH RESPECT TO THE FUND EXCLUSIVELY FOR THE BENEFIT OF THE FUND'S PARTICIPANTS AND ITS BENEFICIARIES. |
| PART VI, SECTION C, LINE 19 - AVAILABILITY OF GOVERNING DOCUMENTS & F/S: | THE HEALTH FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| PART VII, SECTION A, COL F-OTHER COMPENSATION FROM ORGANIZATION & RELATED: | $570,150 OF COLUMN F REPRESENTS AMOUNTS CALCULATED BY THE PLAN ACTUARY AS TO THE ANNUAL INCREASE IN ACTUARIAL VALUE OF QUALIFIED DEFINED BENEFITS. THESE AMOUNTS REPORTED ARE NOT ACTUAL OUTLAYS OF COMPENSATION TO THE OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|
| AFTRA Retirement Plan | |||||||||
| 261 MADISON AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | 136414972 | PENSION FUND | NY | NA | false | |
| SAG-AFTRA | |||||||||
| N/A | |||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| CBS CORPORATION |
| NBC (NATIONAL BROADCASTING COMPANY) |
| BONANZA PRODUCTIONS INC |
| 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 | false | 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 | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV - CONTRIBUTING EMPLOYERS: | FormAndLineReferenceDesc |
| Explanation | BASED ON THE NUMEROUS VOLUME OF CONTRIBUTING EMPLOYERS TO THE FUND, THE FUND IS DISCLOSING THOSE THAT CONTRIBUTE GREATER THAN 5% OR MORE TO THE FUND. THE FUND WILL MAKE AVAILABLE UPON REQUEST, THE LIST OF OTHER CONTRIBUTORS TO THE FUND. | ExplanationTxt |