2023-05-02T12:00:27-05:00 2022-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2021-07-01 526072925 THE AMERICAN FILM INSTITUTE AMER 3238568429 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 LANG FREDRICKSON CFO 3238568429 2023-04-26 1 LANG FREDRICKSON 999009999 LIOR TEMKIN P00748170 3104773924 2023-04-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LANG FREDRICKSON 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 67238657 0 X WWW.AFI.COM X 1967 DC THE AMERICAN FILM INSTITUTE ("AFI") IS A NATIONAL INSTITUTE PROVIDING LEADERSHIP IN SCREEN EDUCATION AND THE RECOGNITION AND CELEBRATION OF EXCELLENCE IN THE ART OF FILM, TELEVISION AND DIGITAL MEDIA. 56 55 636 500 110142 100958 23038388 12491452 15903136 21762635 999445 4037272 462702 -316396 40403671 37974963 2084863 1888508 0 0 17730511 19851581 47366 0 2895839 9842581 14637280 29705321 36377369 10698350 1597594 61308139 53743906 7656962 6101858 53651177 47642048 X THE AMERICAN FILM INSTITUTE ("AFI") IS A NATIONAL INSTITUTE PROVIDING LEADERSHIP IN SCREEN EDUCATION AND THE RECOGNITION AND CELEBRATION OF EXCELLENCE IN THE ART OF FILM, TELEVISION AND DIGITAL MEDIA. 0 0 18808541 1888508 18131443 SEE SCHEDULE O 4526142 1781697 SEE SCHEDULE O 3645649 1849495 SEE SCHEDULE O 2876819 PRESERVATION AND DOCUMENTATION:-AFI COLLECTION: THIS VITAL AND INDISPENSABLE PART OF THE LIBRARY OF CONGRESS ARCHIVE CONTINUES TO ACQUIRE AND PRESERVE FILMS AS PART OF ITS ONGOING MISSION TO MAINTAIN AMERICA'S FILM HERITAGE. THE COLLECTION INCLUDES OVER 27,500 TITLES, CONSISTING PRIMARILY OF THEATRICAL FEATURES AND SHORTS, AS WELL AS SUBSTANTIAL NUMBERS OF NEWSREELS, DOCUMENTARIES AND TELEVISION PROGRAMS.-AFI CATALOG: THIS DEFINITIVE ONLINE DATABASE SETS THE STANDARD AS THE SOURCE FOR ACCURATE INFORMATION ON THE ENTIRE HISTORY OF AMERICAN FILM. IT HAS BEEN CALLED "THE AUTHORITATIVE OXFORD ENGLISH DICTIONARY OF AMERICAN FILM." 2876819 29857151 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 132 0 1 636 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 56 55 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA GA HI IL KS MD MA MI MN NH NJ NM NY NC OR PA RI SC UT VA WV WI X X LANG FREDRICKSON-THE ORGANIZATION 3238568429 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 KATHLEEN KENNEDY CHAIR, BOARD OF TRUSTEES 10.00 X X 0 0 0 ROBERT A DALY CHAIR, BOARD OF DIRECTORS 10.00 X X 0 0 0 JON AVNET VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 RICHARD FRANK VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 MARSHALL HERSKOVITZ VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 EDWARD ZWICK VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 JEANINE BASINGER TRUSTEE 1.00 X 0 0 0 ALAN BERGMAN TRUSTEE 1.00 X 0 0 0 HALLE BERRY TRUSTEE 1.00 X 0 0 0 GARY BIRKENBEUEL TRUSTEE 1.00 X 0 0 0 JIM BREYER TRUSTEE 1.00 X 0 0 0 JAMES L BROOKS TRUSTEE 1.00 X 0 0 0 CHARLIE COLLIER TRUSTEE 1.00 X 0 0 0 FRAN DRESCHER TRUSTEE 1.00 X 0 0 0 AVA DUVERNAY TRUSTEE 1.00 X 0 0 0 NANCY COLLINS FISHER TRUSTEE 1.00 X 0 0 0 LESLI LINKA GLATTER TRUSTEE 1.00 X 0 0 0 BONNIE HAMMER TRUSTEE 1.00 X 0 0 0 DR CARLA D HAYDEN TRUSTEE 1.00 X 0 0 0 JOHN HENDRICKS TRUSTEE 1.00 X 0 0 0 ALAN HORN TRUSTEE 1.00 X 0 0 0 LISA P JACKSON TRUSTEE 1.00 X 0 0 0 PATTY JENKINS TRUSTEE 1.00 X 0 0 0 MICHAEL B JORDAN TRUSTEE 1.00 X 0 0 0 DONNA LANGLEY TRUSTEE 1.00 X 0 0 0 DEBRA L LEE TRUSTEE 1.00 X 0 0 0 LORI LEE TRUSTEE 1.00 X 0 0 0 DAVID LINDE TRUSTEE 1.00 X 0 0 0 EVA LONGORIA TRUSTEE 1.00 X 0 0 0 BRYAN LOURD TRUSTEE 1.00 X 0 0 0 LORI MCCREARY TRUSTEE 1.00 X 0 0 0 JONATHAN MILLER TRUSTEE 1.00 X 0 0 0 EDWARD JAMES OLMOS TRUSTEE 1.00 X 0 0 0 KEVIN REILLY TRUSTEE 1.00 X 0 0 0 SHONDA RHIMES TRUSTEE 1.00 X 0 0 0 CHARLES RIVKIN TRUSTEE 1.00 X 0 0 0 JAY ROACH TRUSTEE 1.00 X 0 0 0 BRIAN ROBBINS TRUSTEE 1.00 X 0 0 0 DAVID RUBIN TRUSTEE 1.00 X 0 0 0 JOSH SAPAN TRUSTEE 1.00 X 0 0 0 TED SARANDOS TRUSTEE 1.00 X 0 0 0 FRANK SCHERMA TRUSTEE 1.00 X 0 0 0 CHRIS SILBERMANN TRUSTEE 1.00 X 0 0 0 JADA PINKETT SMITH TRUSTEE 1.00 X 0 0 0 OCTAVIA SPENCER TRUSTEE 1.00 X 0 0 0 STEVEN SPIELBERG TRUSTEE 1.00 X 0 0 0 MEREDITH STIEHM TRUSTEE 1.00 X 0 0 0 ANTHONY VINCIQUERRA TRUSTEE 1.00 X 0 0 0 TODD WAGNER TRUSTEE 1.00 X 0 0 0 GENE F JANKOWSKI TRUSTEE 1.00 X 0 0 0 FREDERICK S PIERCE TRUSTEE 1.00 X 0 0 0 SIR HOWARD STRINGER TRUSTEE 1.00 X 0 0 0 GEORGE STEVENS JR TRUSTEE 1.00 X 0 0 0 JEAN PICKER FIRSTENBERG TRUSTEE 1.00 X 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 38.00 X X 848450 0 1638 P JOHN BURKE SECRETARY 5.00 X X 0 0 0 LANG FREDRICKSON CFO 38.00 X 314445 0 20113 RAYMOND BARRY DIR. AFI SILVER & CULTURAL 38.00 X 197937 0 756 ROSCHOUNE DAY CHIEF RESOURCE OFFICER 38.00 X 245060 0 1142 JULI GOODWIN ROGINSON CHIEF COMMUNICATIONS OFFICER 38.00 X 241958 0 27405 SUSAN RUSKIN EX. VP & DEAN OF CONSERVAT 38.00 X 341421 0 22200 TOM WEST CHIEF ADVANCEMENT OFFICER 38.00 X 189700 0 8207 BRENT COLBY CORPORATE RELATIONS DIRECT 38.00 X 163540 0 8871 STEPHEN LIGHTHILL CINEMATOGRAPHY DIS. HEAD 38.00 X 145788 0 1180 CHRISTOPHER MERRILL AFI PRODUCTIONS DIRECTOR 38.00 X 182130 0 1707 JANICE SAN JOSE CONTROLLER 38.00 X 151755 0 705 KERRY TOOLAN SR. DIR NATIONAL ADVANCEMENT 38.00 X 148720 0 15352 3170904 0 109276 12 0 1 0 MALIBU MEDICAL CORPORATION 23661 PACIFIC COAST HIGHWAY MALIBU CA 90265 PCR SERVICE 1232100 JOE LEWIS COMPANY 12400 WILSHIRE BLVD 1275 LOS ANGELES CA 90025 EQUIPMENT RENTAL 318058 BRETT BERENY DBA GOAT HOUSE 7303 ETHEL AVE NORTH HOLLYWOOD CA 91605 RENTAL FACILITY 280000 EIGHTY DAYS ENTERTAINMENT INC 3719 CODY ROAD SHERMAN OAKS CA 91403 CONSULTING 250000 CHINESE THEATRES LLC 6925 HOLLYWOOD BLVD HOLLYWOOD CA 90028 RENTAL FACILITY 219230 14 430666 949825 3552404 7558557 761489 12491452 EDUCATION & TRAINING 611430 18131443 18131443 NATIONAL PROGRAMS 711110 1849495 1849495 EXHIBITION 611710 1781697 1781697 21762635 874832 874832 228752 228752 70971 0 70971 70971 70971 31472129 28309689 3162440 3162440 3162440 149495 949825 954005 -804510 -804510 WEBSITE ADVERTISING 541800 110142 110142 OTHER INCOME 611710 78249 78249 188391 37974963 21762635 110142 3610734 1888508 1888508 2505693 860673 1298177 346843 13859107 11234343 1075345 1549419 223558 168304 29444 25810 1875693 1451908 218974 204811 1387530 1044594 182744 160192 15614 15614 209904 209904 97890 97890 2255600 2067486 34195 153919 40334 31060 7021 2253 1518794 1278793 81782 158219 299745 276145 11800 11800 170991 155514 11738 3739 700544 540981 79362 80201 1251914 1076314 102640 72960 PRODUCTION COSTS 5748811 5661737 41983 45091 EQUIPMENT RENTAL & REPA 1957358 1935168 15777 6413 MISCELLANEOUS 255382 136272 108425 10685 PRINTING & PUBLICATIONS 114399 49351 1564 63484 36377369 29857151 3624379 2895839 9414082 6977467 3318951 2575728 696084 313505 940325 993820 27221361 18477844 8605682 8743517 38318015 34139869 15000 0 61308139 53743906 2800015 3274453 2856947 2827405 2000000 0 7656962 6101858 X 24018594 22306051 29632583 25335997 53651177 47642048 61308139 53743906 1597594 -7606723 0 X 0 1 X 1 1 1 X 13200837 12809680 10943484 23038388 12491452 72483841 13200837 12809680 10943484 23038388 12491452 72483841 8146169 64337672 538106 753841 659699 934887 1174555 4061088 46847 47089 100198 78203 110142 382479 65224 119935 12136 37645 78249 313189 77240597 95588870 0.83300 0.83340 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 65,224. 2018 AMOUNT: $ 119,935. 2019 AMOUNT: $ 12,136. 2020 AMOUNT: $ 37,645. 2021 AMOUNT: $ 78,249. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24822143 553270 -2690969 593726 22090718 13500946 7839236 3841690 359729 24822143 13012602 705785 -71852 145589 13500946 12614035 176230 560527 338190 13012602 11997003 120000 1197939 700907 12614035 0.02130 0.81690 0.16180 1 0 2345188 2345188 14869994 9162363 5707631 365010 364505 505 5169848 5041120 128728 4471321 3909856 561465 8743517 X 32518737 -7606723 2878345 954005 -3774373 36293110 1681853 1681853 37974963 38527866 2878345 954005 3832350 34695516 1681853 1681853 36377369 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO FURTHER THE INSTITUTE'S STATED MISSION AND ITS RELATED PROGRAMS AND ACTIVITIES. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701(D). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE INSTITUTE AND HAS CONCLUDED THAT, AS OF JUNE 30, 2022 AND 2021, 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 INSTITUTE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 954,005. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP GRANTS 1,583,963. INVESTMENT EXPENSE 97,890. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 954,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP GRANTS 1,583,963. INVESTMENT EXPENSE 97,890. AL AK AR CA CO CT GA HI IL KS ME MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI MO AFI LIFE ACHIEVEMENT AWARD 996220 949825 46395 672572 AFI AWARDS 103100 103100 281433 1099320 949825 149495 954005 954005 -804510 1 CONSERVATORY GRANTS 163 303545 0 CASH GRANTS N/A SCHOLARSHIP GRANTS 104 1583963 0 CASH GRANTS N/A PART I, LINE 2: WE MAINTAIN RECORDS OF GRANTS IN OUR FUNDRAISING DATABASE, TESSITURA. WE HAVE A SELECT NUMBER OF AWARDS WE GIVE TO FELLOWS AND THEIR THESIS PROJECTS. EACH AWARD HAS ITS OWN APPLICATION PROCESS, USUALLY REQUIRING A LETTER AND SCRIPT SAMPLE. X X X X 0 0 0 0 0 0 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 848450 0 0 0 0 0 0 0 1638 0 850088 0 0 0 SUSAN RUSKIN EX. VP & DEAN OF CONSERVAT 341421 0 0 0 0 0 0 0 22200 0 363621 0 0 0 LANG FREDRICKSON CFO 314445 0 0 0 0 0 0 0 20113 0 334558 0 0 0 JULI GOODWIN ROGINSON CHIEF COMMUNICATIONS OFFICER 241958 0 0 0 0 0 0 0 27405 0 269363 0 0 0 ROSCHOUNE DAY CHIEF RESOURCE OFFICER 245060 0 0 0 0 0 0 0 1142 0 246202 0 0 0 RAYMOND BARRY DIR. AFI SILVER & CULTURAL 197937 0 0 0 0 0 0 0 756 0 198693 0 0 0 TOM WEST CHIEF ADVANCEMENT OFFICER 189700 0 0 0 0 0 0 0 8207 0 197907 0 0 0 CHRISTOPHER MERRILL AFI PRODUCTIONS DIRECTOR 182130 0 0 0 0 0 0 0 1707 0 183837 0 0 0 BRENT COLBY CORPORATE RELATIONS DIRECT 163540 0 0 0 0 0 0 0 8871 0 172411 0 0 0 KERRY TOOLAN SR. DIR NATIONAL ADVANCEMENT 148720 0 0 0 0 0 0 0 15352 0 164072 0 0 0 JANICE SAN JOSE CONTROLLER 151755 0 0 0 0 0 0 0 705 0 152460 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 220000 SEE PART VTHE ORGANIZATION PAID THE OFFICER FOR PROFESSIONAL SERVICES REGARDING PRODUCTION AND WRITING SERVICES. THIS AMOUNT IS ALREADY INCLUDED AS PART OF THE $848,450 DISCLOSED ON FORM 990 PART VII AND SCHEDULE J PART II. 0 X 6 761489 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION'S INVESTMENT MANAGERS AUTOMATICALLY SELL ALL STOCK CONTRIBUTIONS RECEIVED BY ORGANIZATION AS SOON AS THEY ARE MADE AVAILABLE. FORM 990, PART I, LINE 8: CONTRIBUTIONS AND GRANTS DECREASE IS ATTRIBUTED TO A LARGE INCREASE IN ONE-TIME ENDOWMENT GIFTS IN PRIOR YEAR, THAT DID NOT RECUR IN THE CURRENT YEAR. FORM 990, PART I, LINE 9: PROGRAM SERVICE REVENUE INCREASE IS ATTRIBUTED TO HIGHER CONSERVATORY REVENUES BASED ON LARGER CLASS SIZE, THE RETURN OF LIFE ACHIEVEMENT AWARD, AND HIGHER EXHIBITION REVENUES DUE TO SILVER THEATRE REOPENING AND AFI FEST PIVOTING FROM VIRTUAL IN PRIOR YEAR TO HYBRID IN THE CURRENT YEAR. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EDUCATION AND TRAINING: -AFI CONSERVATORY: THIS WORLD-RENOWNED FILM CONSERVATORY IS DEVOTED EXCLUSIVELY TO HANDS-ON LEARNING IN COLLABORATION WITH MASTER FILMMAKERS. OFFERING A TWO-YEAR ACCREDITED MFA PROGRAM, DEGREES ARE GRANTED IN SIX FILMMAKING DISCIPLINES - CINEMATOGRAPHY, DIRECTING, EDITING, PRODUCING, PRODUCTION DESIGN AND SCREENWRITING. THE AFI CONSERVATORY'S EXTRAORDINARY ALUMNI TESTIFY TO THE VALUE OF THE EXPERIENCE. -DIRECTING WORKSHOP FOR WOMEN: DEDICATED TO INCREASING THE NUMBER OF WOMEN WORKING PROFESSIONALLY AS DIRECTORS, THIS TUITION-FREE PROGRAM REMAINS THE ONLY ONE OF ITS KIND IN THE NATION. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: EXHIBITION: -AFI ON SCREEN: AS THE LARGEST NONPROFIT FILM EXHIBITOR IN THE UNITED STATES, AFI ON SCREEN ENCOMPASSES: -AFI FEST - THIS IS ONE OF THE MOST INFLUENTIAL FILM FESTIVALS IN NORTH AMERICA, FEATURING A RICH SLATE OF 100 FILMS OVER 8 DAYS. IT COMBINES PRE-AWARDS SEASON RED CARPET PREMIERES WITH GLOBAL SHOWCASES OF THE BEST IN CONTEMPORARY CINEMA. -AFI SILVER THEATRE AND CULTURAL CENTER - THIS FILM AND VIDEO EXHIBITION SPACE OFFERS AN UNSURPASSED, RICHLY ECLECTIC PROGRAM OF INTERNATIONAL FIRST-RUN AND REPERTORY CINEMA - THE AFI SILVER CONNECTS A DIVERSE REGIONAL AUDIENCE WITH THE BEST THE ART FORM HAS TO OFFER IN A STATE-OF-THE-ART AND ARCHITECTURALLY SIGNIFICANT SCREENING ENVIRONMENT, IN SILVER SPRING, MARYLAND. THE THREE SCREENS ARE OPEN 365 DAYS A YEAR. FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: NATIONAL PROGRAMS: -AFI LIFE ACHIEVEMENT AWARD: ESTABLISHED IN 1973, THIS WAS THE FIRST AWARD TO RECOGNIZE A FILM ARTIST'S BODY OF WORK THAT HAS "STOOD THE TEST OF TIME". IT REMAINS THE HIGHEST HONOR FOR A CAREER IN FILM. -AFI AWARDS (REVENUES & EXPENSES INCLUDED UNDER SPECIAL EVENTS): AN ALMANAC FOR THE 21ST CENTURY, AFI AWARDS RECORDS AND PRESERVES AMERICA'S CULTURAL LEGACY BY HONORING EXCELLENCE IN THE MOVING IMAGE ARTS AND DOCUMENTING AFI MOMENTS OF SIGNIFICANCE FOR THE YEAR. IT IS THE ONLY FORM OF NATIONAL RECOGNITION THAT ACKNOWLEDGES THE COLLABORATIVE NATURE OF FILM AND TELEVISION BY HONORING THE CREATIVE ENSEMBLES AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE ENGAGES A CPA FIRM TO PREPARE THE FIRST DRAFT OF THE FORM 990 BASED ON INFORMATION PROVIDED BY THE INSTITUTE'S FINANCE DEPARTMENT. THE FIRST DRAFT IS REVIEWED BY THE CEO AND CFO. THE FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. A FINAL DRAFT IS MADE AVAILABLE TO ALL TRUSTEES USING THE INSTITUTE'S SECURE INTRANET SITE FOR REVIEW AND COMMENTS BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE'S CONFLICT OF INTEREST POLICY INCLUDES FORMAL POLICIES AND PROCEDURES ON DISCLOSING POSSIBLE CONFLICTS. ANY POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED IN WRITING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE DEPARTMENT RESEARCHES AND SUMMARIZES COMPENSATION FROM THE COMPETITIVE SET FOR THE ROLE. THE COMPENSATION COMMITTEE (PRESIDENT/CEO, CHAIRMAN OF BOARD OF DIRECTORS, VICE CHAIRMAN OF BOARD OF DIRECTORS - MINIMUM OF AT LEAST TWO OR MORE, WITH PRESIDENT/CEO EXCLUDED FROM THEIR OWN ROLE) REVIEW THE PROPOSED SALARY FOR THE AFI ROLE AGAINST THE COMPETITIVE SET DATA PROVIDED BY HUMAN RESOURCES. BASED ON THE REVIEW OF THE DATA THE COMMITTEE APPROVES OR MAKE CHANGES AS DEEMED NECESSARY TO THE PROPOSED COMPENSATION FOR THE AFI ROLE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG.