2022-02-11T09:51:09-06:00 2021-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-04-01 130413995 ACTORS' EQUITY ASSOCIATION C/O JOE DE MICHELE ACTO 2128698530 165 WEST 46TH STREET NEW YORK NY 10036 SANDRA KARAS SECRETARY-TREASURER 2128698530 2022-02-11 1 SANDRA KARAS 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALVIN VINCENT JR 165 WEST 46TH STREET NEW YORK NY 10036 30264893 0 X WWW.ACTORSEQUITY.ORG X 1913 NY SEE SCHEDULE O.ACTORS' EQUITY ASSOCIATION, CONSTITUTED AS A VOLUNTARY ASSOCIATION TO ADVANCE, PROMOTE, FOSTER AND BENEFIT ALL THOSE CONNECTED WITH THE ART OF THE THEATRE AND PARTICULARLY THE PROFESSION OF ACTING AND THE CONDITIONS OF PERSONS ENGAGED THEREIN. 100 100 187 800 0 0 0 0 23486922 9229906 1451108 2584151 1035443 1116632 25973473 12930689 1047500 37500 464879 481287 14829008 13791391 0 0 0 8829098 6915808 25170485 21225986 802988 -8295297 66350727 57504223 51414421 32472109 14936306 25032114 ACTORS' EQUITY ASSOCIATION, CONSTITUTED AS A VOLUNTARY ASSOCIATION TO ADVANCE, PROMOTE, FOSTER AND BENEFIT ALL THOSE CONNECTED WITH THE ART OF THE THEATRE AND PARTICULARLY THE PROFESSION OF ACTING AND THE CONDITIONS OF PERSONS ENGAGED THEREIN. 0 0 ACTORS' EQUITY ASSOCIATION NEGOTIATES AND ENFORCES COLLECTIVE BARGAINING AGREEMENTS AND INDEPENDENT PRODUCER AGREEMENTS WITH PRODUCERS AND THEATRES THROUGHOUT THE UNITED STATES. ACTORS' EQUITY SETS THE STANDARD FOR WAGES AND WORKING CONDITIONS AND PROVIDES BENEFITS, INCLUDING PENSIONS, HEALTH INSURANCE AND A 401(K) PLAN AND HOLDS SECURITY DEPOSITS FROM EMPLOYERS TO GUARANTEE PAYMENT OF WAGES AND PREMIUM PAYMENTS. ACTORS' EQUITY PROVIDES FUNDING AND OTHER RESOURCES TO RELATED ORGANIZATIONS THAT BENEFIT MEMBERS AND THE THEATRE COMMUNITY AT LARGE. FOR EXAMPLE, EQUITY SUPPORTS THE ACTORS' FUND AND THE ACTORS' WORK PROGRAM, CAREER TRANSITION FOR DANCERS, AND THE WAGNER LABOR ARCHIVES AND ALLIANCE FOR INCLUSION IN THE ARTS. ACTORS' EQUITY PROMOTES DIVERSITY, INCLUSION AND THE PRINCIPLES OF EQUAL OPPORTUNITY FOR ALL WHO WORK IN THE THEATRE INDUSTRY. ACTORS' EQUITY ENCOURAGES EMPLOYMENT AND PRODUCTION OPPORTUNITITES IN ALL DISCIPLINES AND AREAS OF THEATRICAL PRODUCTION TO INCLUDE PERSONS OF EVERY RACE, COLOR, CULTURE, AGE, GENDER, PHYSICAL DISABILITY AND SEXUAL ORIENTATION, THEREBY ACHIEVING A THEATRE INDUSTRY, BOTH ON AND OFF STAGE, THAT REFLECTS THE FULL DIVERSITY OF AMERICAN SOCIETY. 0 0 0 1 0 0 0 1 0 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 177 0 1 187 1 0 0 0 0 0 0 0 0 X 100 100 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 X JOE DE MICHELE 2128698530 165 WEST 46TH STREET NEW YORK NY 10036 SHINDLE KATE PRESIDENT 20.00 X X 0 0 0 ROBINETTEMELISSA 1ST VP 20.00 X X 0 0 0 CODYJENNIFER 2ND VP 20.00 X X 0 0 0 MONTIRA 3RD VP 20.00 X X 0 0 0 KARASSANDRA SEC/ TREAS 20.00 X X 0 0 0 SOLOMON SID EASTERN VP 20.00 X X 0 0 0 HOTY DEE EASTERN VP 20.00 X X 0 0 0 CARFRAEDOUG WESTERN VP 20.00 X X 0 0 0 KENNEDY DEV CENTRAL VP 20.00 X X 0 0 0 FAULKNER KELLEY CENTRAL VP 20.00 X X 0 0 0 DOLANARIANE COUNCILLOR 10.00 X 0 0 0 BELLINGER BEAR COUNCILLOR 10.00 X 0 0 0 FALLONMADELINE COUNCILLOR 10.00 X 0 0 0 NELSON KATHERINE COUNCILLOR 10.00 X 0 0 0 BORTSJOANNE COUNCILLOR 10.00 X 0 0 0 REIDY KILTY COUNCILLOR 10.00 X 0 0 0 JAMES II RASHAAN COUNCILLOR 10.00 X 0 0 0 MORENO BOBBY COUNCILLOR 10.00 X 0 0 0 TUCKERALLYSON COUNCILLOR 10.00 X 0 0 0 COOPER BRIAN MYERS COUNCILLOR 10.00 X 0 0 0 DUNN WALLY COUNCILLOR 10.00 X 0 0 0 BOGARDUSSTEPHEN COUNCILLOR 10.00 X 0 0 0 CLARK VICTORIA COUNCILLOR 10.00 X 0 0 0 BRODYJONATHAN COUNCILLOR 10.00 X 0 0 0 OSORIO LEE COUNCILLOR 10.00 X 0 0 0 WILLIAMSKRISTEN BETH COUNCILLOR 10.00 X 0 0 0 STANTON ROBERT COUNCILLOR 10.00 X 0 0 0 BLUMENKRANTZ JEFF COUNCILLOR 10.00 X 0 0 0 LUDWIGJAMES COUNCILLOR 10.00 X 0 0 0 WYATT KIRSTEN COUNCILLOR 10.00 X 0 0 0 RAGUSA MICHELE COUNCILLOR 10.00 X 0 0 0 JUE FRANCIS COUNCILLOR 10.00 X 0 0 0 O'PHALEN KATE COUNCILLOR 10.00 X 0 0 0 MOOREMAUREEN COUNCILLOR 10.00 X 0 0 0 MORELANDMARGOT COUNCILLOR 10.00 X 0 0 0 RICEJUDY COUNCILLOR 10.00 1.00 X 0 0 0 GUTZI MARY COUNCILLOR 10.00 X 0 0 0 SAVIOLA CAMILLE COUNCILLOR 10.00 X 0 0 0 SLUSSERNANCY COUNCILLOR 10.00 X 0 0 0 HORNEMARJORIE COUNCILLOR 10.00 X 0 0 0 KRAMERRUTH E COUNCILLOR 10.00 X 0 0 0 QUINNJASON A COUNCILLOR 10.00 X 0 0 0 CAVELISA DAWN COUNCILLOR 10.00 X 0 0 0 FLENDERNICOLE COUNCILLOR 10.00 X 0 0 0 JOHNSONCHRISTINE TOY COUNCILLOR 10.00 X 0 0 0 ARNETTKIM COUNCILLOR 10.00 X 0 0 0 DOTSONMICHAEL COUNCILLOR 10.00 X 0 0 0 HUBER KIM COUNCILLOR 10.00 X 0 0 0 WOODARD CHARLAYNE COUNCILLOR 10.00 X 0 0 0 GROUNDKELLY COUNCILLOR 10.00 X 0 0 0 NORTHGREGORY COUNCILLOR 10.00 X 0 0 0 LEEHEATHER COUNCILLOR 10.00 X 0 0 0 JORDAN REBECCA KIM COUNCILLOR 10.00 X 0 0 0 SAUER ANGELA COUNCILLOR 10.00 X 0 0 0 MEE JUNG DESIREE COUNCILLOR 10.00 X 0 0 0 COHEN DAVID S COUNCILLOR 10.00 X 0 0 0 SKUPIN REBECCA COUNCILLOR 10.00 X 0 0 0 PAWK MICHELE L COUNCILLOR 10.00 X 0 0 0 DIVINCENZO JOSIE COUNCILLOR 10.00 X 0 0 0 MCBEE REBECCA COUNCILLOR 10.00 X 0 0 0 SEARS LESLIE COUNCILLOR 10.00 X 0 0 0 ORTIZ ARIANNA COUNCILLOR 10.00 X 0 0 0 BUONOPANE TODD COUNCILLOR 10.00 X 0 0 0 LANDMAN JEFFREY COUNCILLOR 10.00 X 0 0 0 SHENKER JENIFER COUNCILLOR 10.00 X 0 0 0 ISHIBASHI BROOKE COUNCILLOR 10.00 X 0 0 0 CALLANDER BARBARA COUNCILLOR 10.00 X 0 0 0 GREEN MARY-PAT COUNCILLOR 10.00 X 0 0 0 GALO JOHN M COUNCILLOR 10.00 X 0 0 0 LOEBPAT COUNCILLOR 10.00 X 0 0 0 MCDERMOTTJAMES T COUNCILLOR 10.00 X 0 0 0 MCMAHONKEVIN COUNCILLOR 10.00 X 0 0 0 SHARPE-TAYLOR DEBORAH COUNCILLOR 10.00 X 0 0 0 DALY NANCY COUNCILLOR 10.00 X 0 0 0 ROBERTS BARBARA COUNCILLOR 10.00 X 0 0 0 KILGORE MATTHEW COUNCILLOR 10.00 X 0 0 0 SWITZER NIKKI COUNCILLOR 10.00 X 0 0 0 PECK JUSTIN COUNCILLOR 10.00 X 0 0 0 ELLIOT KAREN COUNCILLOR 10.00 X 0 0 0 NEWCOMER MICHAEL COUNCILLOR 10.00 X 0 0 0 VILLEGAS LAUREN COUNCILLOR 10.00 X 0 0 0 MCGINTY JOHN COUNCILLOR 10.00 X 0 0 0 DAVIS DIANE COUNCILLOR 10.00 X 0 0 0 DIRDEN BRANDON COUNCILLOR 10.00 X 0 0 0 SPOONER AMANDA COUNCILLOR 10.00 X 0 0 0 TOPOL RICHARD COUNCILLOR 10.00 X 0 0 0 NICOLE DIANE COUNCILLOR 10.00 X 0 0 0 SWIDERSKI JENNIFER COUNCILLOR 10.00 X 0 0 0 ROBINSON BERNITA COUNCILLOR 10.00 X 0 0 0 OMURA JEFFREY COUNCILLOR 10.00 X 0 0 0 CARTER WYDETTA COUNCILLOR 10.00 X 0 0 0 FELCIANO MANOEL COUNCILLOR 10.00 X 0 0 0 OVERBEY KELLIE COUNCILLOR 10.00 X 0 0 0 KARPEN CLAIRE COUNCILLOR 10.00 X 0 0 0 TITUS KIM COUNCILLOR 10.00 X 0 0 0 ELROD CARSON COUNCILLOR 10.00 X 0 0 0 LANZARONE NIKKI GRAF COUNCILLOR 10.00 X 0 0 0 BURTON KATE COUNCILLOR 10.00 X 0 0 0 KOSTER ERIN MAUREEN COUNCILLOR 10.00 X 0 0 0 WILLETVERNON COUNCILLOR 10.00 X 0 0 0 MARY MCCOLL EXECUTIVE DIRECTOR 45.00 1.00 X 390012 0 117349 STEVEN DIPAOLA ASST EXEC DIRECTOR FINANCE 45.00 3.00 X 292638 0 67409 GAIL GABLER WESTERN REGIONAL DIRECTOR 45.00 X 202762 0 76981 ANDREA HOESCHEN CENTRAL REGIONAL DIRECTOR 45.00 X 164006 0 74397 JOSEPH DE MICHELE COMPTROLLER 45.00 X 163253 0 65286 LARRY LORCZAK SENIOR BUSINESS REP 45.00 X 139533 0 74161 BRANDON LORENZ DIRECTOR OF COMMUNICATIONS 45.00 X 178197 0 69051 RUSSELL LEHRER ASST. TO THE EASTERN REGIONAL DIRECTOR 45.00 X 144357 0 63653 DOUGLAS BEEBE DIRECTOR OF INFORMATION TECHNOLOGY 45.00 X 152301 0 74122 1827059 0 682409 18 0 1 0 COHEN WEISS SIMON LLP 330 WEST 42ND STREET NEW YORK NY 10036 LEGAL 594886 VERIZON PO BOX 15043 ALBANY NY 12212 TELECOMMUNICATIONS 234365 CDW DIRECT 75 TRI-STATE INTERNATIONAL LINCOLNSHIRE IL 60069 INFORMATION TECHNOLOGY SUPPORT & SUPPLIE 231775 PERFECT PRINTING SOLUTIONS 34 E MAIN STREET 396 SMITHTOWN NY 11787 PRINTING 217222 GLOBAL ELECTION SERVICES INC 208 E 51ST STREET 112 NEW YORK NY 10022 ELECTION SERVICE 202315 9 MEMBERSHIP DUES 900099 8660231 8660231 INITIATION FEES 900099 569675 569675 9229906 591446 591446 313698 805 312893 312893 312893 19326104 17333399 1992705 1992705 1992705 MISCELLANEOUS 900099 357763 357763 INSURANCE PROCEEDS 900099 271092 271092 ASSESSMENTS, FINES AND FEES 900099 174884 174884 803739 12930689 10033645 0 2897044 37500 481287 1553242 7381640 1813845 2376346 666318 482365 128126 183388 119964 92253 178784 1035133 3885318 21429 216019 309626 BANKING FEES 168688 REPRESENTATIVE EXPENSE 64330 MISCELLANEOUS 19689 REPAIRS AND MAINTENANCE 10696 21225986 2015850 2010039 2845748 612102 5467054 5620649 853538 660322 12225315 11878219 635960 347096 22430758 23157923 14552319 14620211 17549500 10475881 66350727 57504223 33836326 21960153 99078 96432 17479017 10415524 51414421 32472109 X 14936306 25032114 14936306 25032114 66350727 57504223 X -8295297 5198560 13192545 X 0 1 X 0 0 1 0 0 0 1 X 3407204 3039726 367478 8815011 8838493 -23482 3100 3100 347096 100% INVESTMENT IN ACTORS EQUITY LOS ANGELES HOLDING CORPORATION 6922315 F 100% INVESTMENT IN ACTORS EQUITY CHICAGO HOLDING CORPORATION 5480939 F 100% INVESTMENT IN ACTORS EQUITY HOLDING CORPORATION 2216957 F 14620211 ACCRUED INTEREST & DIVIDEND RECEIVABLE 59842 SECURITY DEPOSITS 515 SURETY DEPOSITS 10415524 10475881 X PART IV, LINE 2B: THE ASSOCIATION RECEIVES SURETY DEPOSITS FROM PARTICIPATING PRODUCERS TO ENSURE ACTORS' SALARY AND BENEFITS ARE PAID FOR A CERTAIN PERIOD OF TIME IN CASE OF PRODUCER DEFAULT. UNDER THESE AGREEMENTS, THEATRICAL ORGANIZATIONS HAVE DEPOSITED CASH WITH THE ASSOCIATION, PRIMARILY FOR ACTORS' REMUNERATION. THE ASSOCIATION HAS RECORDED LIABILITIES EQUAL TO THE DEPOSITED CASH ON HAND. PART X, LINE 2: THE ASSOCIATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE STANDARDS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED MARCH 31, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF MARCH 31, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2017 THROUGH 2019 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ASSOCIATION FILES RETURNS. 1 ACTORS' FUND OF AMERICA 729 7TH AVENUE 10TH FLOOR NEW YORK NY 10019 131635251 501(C)(3) 10000 GENERAL OPERATING CAREER TRANSITION FOR DANCERS 165 W 46THS STREET SUITE 701 NEW YORK NY 10036 133488203 501(C)(3) 20000 GENERAL OPERATING THE ACTORS WORK PROGRAM 729 7TH AVENUE 10TH FLOOR NEW YORK NY 10019 131635251 501(C)(3) 7500 GENERAL OPERATING 3 0 PART I, LINE 2: ALL OF THE GRANTS TO THE ABOVE ORGANIZATIONS ARE UNRESTRICTED AND DO NOT REQUIRE THE MONITORING OF THE USE OF THE FUNDS. X X X X X 0 0 0 MARY MCCOLL EXECUTIVE DIRECTOR 370518 0 0 0 19494 0 104280 0 13069 0 507361 0 0 0 STEVEN DIPAOLA ASST EXEC DIRECTOR FINANCE 222125 0 54103 0 16410 0 54340 0 13069 0 360047 0 0 0 GAIL GABLER WESTERN REGIONAL DIRECTOR 202762 0 0 0 0 0 43758 0 33223 0 279743 0 0 0 BRANDON LORENZ DIRECTOR OF COMMUNICATIONS 164817 0 3110 0 10270 0 43758 0 25293 0 247248 0 0 0 ANDREA HOESCHEN CENTRAL REGIONAL DIRECTOR 160833 0 3173 0 0 0 42284 0 32113 0 238403 0 0 0 JOSEPH DE MICHELE COMPTROLLER 160199 0 3054 0 0 0 42988 0 22298 0 228539 0 0 0 DOUGLAS BEEBE DIRECTOR OF INFORMATION TECHNOLOGY 149473 0 2828 0 0 0 39798 0 34324 0 226423 0 0 0 LARRY LORCZAK SENIOR BUSINESS REP 136941 0 2592 0 0 0 36476 0 37685 0 213694 0 0 0 RUSSELL LEHRER ASST. TO THE EASTERN REGIONAL DIRECT 141683 0 2674 0 0 0 37620 0 26033 0 208010 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 7A BELOW. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBER - MEMBER WHO HAS COMPLETED PAYMENT OF THE INITIATION FEE AND ATTAINED FULL MEMBERSHIP. ACTIVE MEMBERS HAVE THE RIGHT TO VOTE. APPLICANT MEMBER - MEMBER WHO HAS ATTAINED MEMBERSHIP BY PAYING AT LEAST $400 TOWARDS THE INITIATION FEE, WITHIN SIX MONTHS OF APPLYING, BUT HAS NOT COMPLETED PAYMENT OF THE INITIATION FEE. APPLICANT MEMBERS HAVE THE RIGHT TO VOTE. DISNEY MEMBER - MEMBER WHO JOINED WITH ELIGIBILITY FROM EMPLOYMENT UNDER THE WALT DISNEY WORLD CONTRACT AND HAS PAID THE DISCOUNTED DISNEY INITIATION FEE OF $125. DISNEY MEMBERS HAVE THE RIGHT TO VOTE. LIFE MEMBER - SPECIAL STATUE GRANTED BY COUNCIL. LIFE MEMBERS RECEIVE ALL THE BENEFITS OF MEMBERSHIP BUT DO NOT PAY BASIC DUES OR WORKING DUES. LIFE MEMBERS HAVE THE RIGHT TO VOTE. REINSTATED MEMBER - MEMBER WHO HAS REINSTATED THEIR MEMBERSHIP FROM AN INACTIVE STATUS. REINSTATED MEMBERS HAVE THE RIGHT TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE COMPTROLLER. FORM 990, PART VI, SECTION C, LINE 19 THE ACTORS' EQUITY ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: APPRECIATION IN INVESTMENTS IN LLCS 67,892. TRANSFERS OF UNRESTRICED NET ASSETS 2,706,553. OTHER POSTRETIREMENT CHANGES 10,418,100. ACTORS' EQUITY HOLDING CORPORATION 165 WEST 46TH STREET NEW YORK NY 10036 133398825 RENTAL INCOME FROM OWNERSHIP OF LAND NY 501(C)2 ACTORS' EQUITY ASSOCIATION 1 ACTORS' EQUITY CHICAGO HOLDING CORPORATION 165 WEST 46TH STREET NEW YORK NY 10036 264547952 RENTAL INCOME FROM OWNERSHIP OF LAND NY 501(C)2 ACTORS' EQUITY ASSOCIATION 1 ACTORS' EQUITY LOS ANGELES HOLDING CORPORATION 165 WEST 46TH STREET NEW YORK NY 10036 461363104 RENTAL INCOME FROM OWNERSHIP OF LAND NY 501(C)2 ACTORS' EQUITY ASSOCIATION 1 ACTORS' EQUITY FOUNDATION 165 WEST 46TH STREET NEW YORK NY 10036 132513378 TO BENEFIT MEMBERS OF THE ACTING PROFESSION NY 501(C)3 0 ACTORS EQUITY STAFF PENSION PLAN 165 WEST 46TH STREET NEW YORK NY 10036 130413995 EMPLOYER CONTRIBUTIONS MADE TO PLAN NY 501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 ACTORS' EQUITY HOLDING CORPORATION S 2400376 TRANSFER OF CASH FROM RELATED ORG ACTORS' EQUITY CHICAGO HOLDING CORPORATION S 315000 TRANSFER OF CASH FROM RELATED ORG