2020-04-20T19:04:38-05:00 2019-09-30 910189318 MOSS ADAMS LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2018-10-01 953967876 SCREEN ACTORS GUILD-AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS FOUND SCRE 3235496708 5757 WILSHIRE BOULEVARD PH1 LOS ANGELES CA 90036 CYD WILSON EXECUTIVE DIRECTOR 3235496708 2020-04-03 1 LAUREN A HAVERLOCK P00545829 3104770450 2020-04-03 23.242.64.125 2020-04-03 13:19:25 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7D0D6C7A6A5655B0595BBDB8C4257A6B648F0CEB 2018 2020-09-23 17:36:50Z JOBETH WILLIAMS 5757 WILSHIRE BOULEVARD PH1 LOS ANGELES CA 90036 8790604 0 X WWW.SAGAFTRA.FOUNDATION X 1985 CA THE SAG-AFTRA FOUNDATION PROVIDES VITAL ASSISTANCE AND EDUCATIONAL PROGRAMMING TO THE PROFESSIONALS OF SAG-AFTRA WHILE SERVING THE PUBLIC AT LARGE THROUGH ITS SIGNATURE CHILDREN'S LITERACY PROGRAMS. 19 16 73 167 261288 -5779 4938537 6208241 750 3575 444166 669254 -324500 -874249 5058953 6006821 812423 716900 0 0 2928552 3023667 20000 0 541040 2739582 2594093 6500557 6334660 -1441604 -327839 27837405 27758274 1392035 1376210 26445370 26382064 X THE SAG-AFTRA FOUNDATION PROVIDES VITAL ASSISTANCE AND EDUCATIONAL PROGRAMMING TO THE PROFESSIONALS OF SAG-AFTRA WHILE SERVING THE PUBLIC AT LARGE THROUGH ITS SIGNATURE CHILDREN'S LITERACY PROGRAMS. 0 0 2028890 59000 3575 PERFORMER PROGRAMS: FROM AUDITION TECHNIQUE TO VOICEOVER INSTRUCTION, CAREER TALKS WITH LEGENDARY ACTORS TO PANELS WITH LEADING DIRECTORS, THE FOUNDATION'S PERFORMERS PROGRAMS FOCUS ON THE NUTS AND BOLTS OF BOTH CRAFT AND CAREER IN ORDER TO BETTER PREPARE A ROBUST TALENT POOL FOR SUCCESS IN AN EVER-CHANGING ENTERTAINMENT AND MEDIA LANDSCAPE. THE FOUNDATION'S PERFORMERS' PROGRAMS ENCOURAGE PERFORMING ARTISTS TO TAKE CHARGE OF THEIR CAREERS, HONE THEIR CRAFT AND LEARN NEW SKILLS, AND DEVELOP A HABIT OF LIFELONG LEARNING AND SELF-FOCUSED PROFESSIONAL DEVELOPMENT. THE FOUNDATION LIVE STREAMS AND/OR RECORDS MOST PANELS AND Q&AS AND POSTS THEM TO ITS VIDEO GALLERY.SEE CONTINUATION ON SCHEDULE OTHE BUSINESS - PROVIDES PARTICIPATING MEMBERS WITH UNDERSTANDING AND PRACTICAL GUIDANCE ON THE BUSINESS OF ACTING AND THE GREATER INDUSTRY AS A WHOLE. THE BUSINESS CURRICULUM IS PRESENTED PARTLY IN LARGE-FORMAT MODERATED PANEL DISCUSSIONS DURING WHICH ESTABLISHED PROFESSIONALS AND INDUSTRY LEADERS SHARE THEIR SEASONED INSIGHTS INTO THE INTERSECTION OF THE ART OF PERFORMANCE WITH THE FINANCIAL AND OPERATIONAL ARENAS OF THE ENTERTAINMENT INDUSTRY. OUR SMALL GROUP SESSIONS COMPLIMENT THE PANEL DISCUSSIONS BY PROVIDING MEMBERS WITH AN ENVIRONMENT FOR BREAKING DOWN CONCEPTS INTRODUCED IN THE LARGER FORMAT PROGRAMS INTO PRACTICAL ACTION ITEMS THEY CAN INDIVIDUALLY APPLY TO THEIR PROFESSIONAL PURSUITS.CONVERSATIONS - PROVIDE SCREENINGS AND INSPIRING Q&A SESSIONS WITH LEADING ACTORS AND CASTS, AS WELL AS CAREER RETROSPECTIVES WITH PREEMINENT ACTORS WHO EXPLORE THE PROCESS AND PROFESSION WITH AN AUDIENCE OF FELLOW ARTISTS.CASTING ACCESS - OFFERS CRITICAL INSIGHT INTO THE CASTING PROCESS, PROVIDING SAG-AFTRA MEMBERS WITH COLD READING EXPERIENCE IN INTIMATE CLASSES WITH A MAXIMUM OF 20 ATTENDEES. PARTICIPANTS RECEIVE FEEDBACK FROM RESPECTED INDUSTRY CASTING PROFESSIONALS THEY MAY NOT OTHERWISE HAVE HAD THE OPPORTUNITY TO MEET AND LEARN FROM.COMPUTER LAB (NY ONLY)- THIS RESOURCE PROVIDES ACCESS TO PROFESSIONAL-GRADE VIDEO AND AUDIO EDITING PROGRAMS, WRITING SOFTWARE, AND PROFESSIONAL WEBSITES AND INDUSTRY TRADES, ALL OF WHICH ARE IMPORTANT SELF-MARKETING ELEMENTS FOR A SUCCESSFUL CAREER IN THE PERFORMING ARTS. THE CURRICULUM OFFERED IN THE LAB'S TWO-HOUR CLASSES IS GEARED TOWARD ENSURING THAT PARTICIPANTS UNDERSTAND AND BECOME COMFORTABLE UTILIZING THESE TECHNOLOGIES.VOICE OVER LAB - THE STATE-OF-THE ART RECORDING FACILITIES COMBINE THE PROFESSIONALISM AND QUALITY OF A COMMERCIAL RECORDING STUDIO WITH THE INNOVATION AND EDUCATIONAL FOCUS OF A CLASSROOM ENVIRONMENT. PERFORMING ARTISTS RECORD VOICE TRACKS ON DEMO REELS, LEARN HOW TO USE INDUSTRY STANDARD AUDIO RECORDING SOFTWARE, AND TRAIN WITH TOP VOICEOVER INSTRUCTORS.ON CAMERA (NY AND LOS ANGELES OPENING IN LATE 2019) - OFFERS SAG-AFTRA ARTISTS THE OPPORTUNITY TO GAIN VALUABLE EXPERIENCE IN FRONT OF THE CAMERA, AS WELL AS RECORD HIGH QUALITY AUDITIONS. THIS FACILITY, STAFFED BY A TRAINED TECHNICIAN, PROVIDES A QUIET AND DEDICATED SPACE WITH PROFESSIONAL LIGHTING AND CAMERA EQUIPMENT. 984665 657900 0 ASSISTANCE PROGRAMS: THROUGH ITS ASSISTANCE PROGRAMS THE FOUNDATION SAFEGUARDS THE HEALTH AND WELL-BEING OF PERFORMING ARTISTS AND PROVIDES LIFESAVING EMERGENCY HEALTH AND FINANCIAL ASSISTANCE FOR ARTISTS IN TIMES OF NEED AND CRISIS:EMERGENCY ASSISTANCE - DURING TIMES OF CRISIS, THE SAG-AFTRA FOUNDATION EMERGENCY ASSISTANCE PROGRAM PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO ELIGIBLE SAG-AFTRA MEMBERS AND THEIR FAMILIES FOR BASIC EXPENSES, INCLUDING BUT NOT LIMITED TO RENT, MORTGAGE PAYMENTS, UTILITIES, HEALTH INSURANCE PREMIUMS, CAR PAYMENTS AND CAR INSURANCE. SEE CONTINUATION ON SCHEDULE OCOBRA ASSISTANCE - THE SAG-AFTRA FOUNDATION COBRA ASSISTANCE PROGRAM PROVIDES SHORT-TERM FINANCIAL GRANTS TO ELIGIBLE SAG-AFTRA MEMBERS AND THEIR FAMILIES WHO HAVE LOST THEIR EARNED ELIGIBILITY THROUGH SAG-AFTRA YET WISH TO CONTINUE THEIR HEALTH INSURANCE COVERAGE THROUGH THE 18-MONTH COBRA (CONSOLIDATED OMNIBUS BUDGET RECONCILIATION ACT) ASSISTANCE PROGRAM.CATASTROPHIC HEALTH FUND - PROVIDES INSURANCE PREMIUM PAYMENT GRANTS TO ELIGIBLE SAG-AFTRA MEMBERS AND THEIR DEPENDENTS WHO SUFFER FROM CATASTROPHIC ILLNESS OR INJURY AND HAVE QUALIFIED THROUGH SAG-AFTRA PENSION AND HEALTH FOR THIS PROGRAM.THE SCHOLARSHIP PROGRAMS - PROVIDES OPPORTUNITIES FOR SAG-AFTRA MEMBERS AND THEIR DEPENDENTS FOR STUDY AT ACCREDITED INSTITUTIONS OF HIGHER EDUCATION; OR PURSUE RELATED PROFESSIONS WITHIN THE ENTERTAINMENT INDUSTRY, OR CHANGE THEIR CAREER PATHS.- THE JOHN L. DALES STANDARD SCHOLARSHIP IS AWARDED TO ELIGIBLE SAG-AFTRA MEMBERS AND THEIR DEPENDENTS FOR STUDY AT ACCREDITED INSTITUTIONS OF HIGHER EDUCATION; THE JOHN L. DALES TRANSITIONAL SCHOLARSHIP IS AWARDED TO ELIGIBLE SAG-AFTRA MEMBERS TO PURSUE RELATED PROFESSIONS WITHIN THE ENTERTAINMENT INDUSTRY OR CHANGE THEIR CAREER PATHS. - THE GEORGE HELLER MEMORIAL SCHOLARSHIP IS AWARDED TO ELIGIBLE SAG-AFTRA MEMBERS AND THEIR DEPENDENTS FOR STUDY AT ACCREDITED INSTITUTIONS OF HIGHER EDUCATION. -KEN ORSATTI SCHOLARSHIP FUND: PROVIDES ONE SCHOLARSHIP ANNUALLY TO A SAG-AFTRA EMPLOYEE WHO IS PURSUING A COLLEGE OR GRADUATE DEGREE. -DISASTER RELIEF FUND - THE FOUNDATION AND THE SAG-AFTRA MOTION PICTURE PLAYERS WELFARE FUND (MPPWF) HAVE A DISASTER RELIEF FUND TO PROVIDE URGENT FINANCIAL SUPPORT TO SAG-AFTRA MEMBERS AND THEIR FAMILIES AFFECTED BY NATURAL DISASTERS. THE ACTORS FUND ADMINISTERS THIS PROGRAM ON THE FOUNDATION'S BEHALF. 290342 0 0 LITERACY INITIATIVES: PROMOTES READING AND LITERACY SKILL DEVELOPMENT IN CHILDREN. INITIATIVES INCLUDE: STORYLINE ONLINE, A FREE WEBSITE, HOSTS A VIDEO LIBRARY OF CHILDREN'S LITERATURE AS A RESOURCE FOR PARENTS AND EDUCATORS ALIKE. IT IS DEDICATED TO INCREASING LITERACY IN CHILDREN PRIMARILY K-5TH GRADE. THE PROGRAM FEATURES ITS OWN UNIQUE CAST OF CELEBRATED ACTORS READING CHILDREN'S LITERATURE, ALONGSIDE CREATIVELY PRODUCED ILLUSTRATIONS. EACH VIDEO IS ACCOMPANIED BY AN ACTIVITY GUIDE ALIGNED WITH COMMON CORE STANDARDS THAT INCLUDES A BOOK SUMMARY, DISCUSSION AND TEACHERS TO FOLLOW. THESE ADDITIONAL MATERIALS REINFORCE COMPREHENSION AND ENCOURAGE STUDENTS TO THINK MORE DEEPLY ABOUT TOPICS PRESENTED IN THE STORY. 1058211 0 0 OTHER PROGRAMS 1058211 0 0 4362108 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 61 0 1 73 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT GA HI IL KS KY MA MD MI MN MS NC ND NH NJ NM NV NY OH OR PA RI SC TN UT VA WA WI WV X X X CYD WILSON 3235496884 5757 WILSHIRE BLVD PH1 LOS ANGELES CA 90036 JOBETH WILLIAMS PRESIDENT 1.00 0.00 X X 0 0 0 PAMELA REED 1ST VICE PRESIDENT 1.00 0.00 X X 0 0 0 SHARON LAWRENCE 2ND VICE PRESIDENT 1.00 0.00 X X 0 0 0 REBECCA DAMON 3RD VICE PRESIDENT 1.00 0.00 X X 0 0 0 MAUREEN DONNELLY TREASURER 1.00 0.00 X X 0 0 0 ABBY DYLAN SECRETARY 1.00 0.00 X X 0 0 0 GABRIELLE CARTERIS DIRECTOR 0.50 0.00 X 0 0 0 JASON GEORGE DIRECTOR 0.50 0.00 X 0 0 0 DULE HILL DIRECTOR 0.50 0.00 X 0 0 0 BILL IMMERMAN DIRECTOR 0.50 0.00 X 0 0 0 JON JOYCE DIRECTOR 0.50 0.00 X 0 0 0 JIM KERR DIRECTOR 0.50 0.00 X 0 0 0 CLYDE KUSATSU DIRECTOR 0.50 0.00 X 0 0 0 JOHN MCGUIRE DIRECTOR 0.50 40.00 X 0 208192 41676 STACEY MOORADIAN DIRECTOR 0.50 0.00 X 0 0 0 NANCY SELLERS DIRECTOR 0.50 0.00 X 0 0 0 JACK SPEER DIRECTOR 0.50 0.00 X 0 0 0 DAVID WHITE DIRECTOR 0.50 40.00 X 0 781278 154733 EILEEN WILLENBORG DIRECTOR 0.50 0.00 X 0 0 0 ARIANNA OZZANTO DIRECTOR 0.50 40.00 X 0 343732 68855 CYD WILSON EXECUTIVE DIRECTOR 40.00 0.00 X 201205 0 42925 CHARLOTTE WELLS COO 40.00 0.00 X 152255 0 32911 353460 1333202 341100 2 0 1 0 GONRING SPAHN & ASSOCIATES INC C/O DMC - TA PO BOX 66280 LOS ANGELES CA 90066 CONSULTANTS 240000 ANCHOR STREET COLLECTIVE 2831 ANCHOR AVE LOS ANGELES CA 90064 EVENT PRODUCTION 217183 2 1143510 5064731 6208241 RENTAL - VOICE OVER LAB 716990 3575 3575 3575 424262 424262 261288 0 261288 261288 261288 1701582 1456590 244992 244992 244992 191656 1143510 1327193 -1135537 -1135537 6006821 3575 261288 -466283 89717 89717 627183 627183 457239 73127 240807 143305 1951165 1474759 250713 225693 427482 321783 55325 50374 187781 123480 36426 27875 32333 4087 28246 134779 134779 126611 126611 486441 156697 319800 9944 11846 6579 5267 78093 46084 25229 6780 834790 722594 63274 48922 53298 30986 21535 777 548834 514315 34519 40640 18014 19276 3350 SECURITY AND PARKING 81194 66768 8499 5927 TAXES AND LICENSES 44870 3756 28774 12340 MISCELLANEOUS 41784 20480 16949 4355 INSTALLATION AND MAINTE 35055 33501 1554 43525 28198 13929 1398 6334660 4362108 1431512 541040 502470 664383 848278 464545 854502 121932 187627 8834383 3580448 5765640 5253935 17512599 16643459 3192449 3366468 115857 101535 27837405 27758274 479897 450880 912138 925330 1392035 1376210 X 25845228 25953077 575142 0 25000 428987 26445370 26382064 27837405 27758274 -327839 264533 0 X 0 1 X 1 0 X 7781004 5120652 4859058 4938537 6208241 28907492 7781004 5120652 4859058 4938537 6208241 28907492 5900861 23006631 875148 657145 318187 435086 424262 2709828 31617320 0.72770 0.73890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11875941 637929 571290 11942580 12281004 89347 149518 643928 11875941 12868145 112652 416634 1075215 41212 12281004 13240775 1489689 532930 1069107 1326142 12868145 11697661 3727660 -227367 1079318 825392 52469 13240775 0.96200 0.03590 0.00210 0 0 6945058 2152887 4792171 1621098 1261096 360002 268227 166465 101762 5253935 INSTITUTIONAL HEDGE FUNDS 3338292 C VARIABLE ANNUITIES 28176 C 3366468 DEFERRED RENT 925330 925330 X 6164871 264533 20128 284661 5880210 126611 126611 6006821 6228177 20128 20128 6208049 126611 126611 6334660 PART V, LINE 4: FUNDS ARE INTENDED TO PROVIDE SCHOLARSHIPS AND GRANTS OR PROGRAM SERVICES IN FUTURE YEARS. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION PAYS TAXES ON UNRELATED BUSINESS INCOME FOR WHICH MANAGEMENT ANTICIPATES TO BE ZERO IN TAX EXPENSE FOR THE YEAR ENDED SEPTEMBER 30, 2019. FASB ASC TOPIC NO. 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (ASC 740), CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ACCORDANCE WITH ASC 740, THE FOUNDATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. AS OF AND FOR THE YEAR ENDED SEPTEMBER 30, 2019 AND 2018, THE FOUNDATION HAD NO UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3338292 0 0 0 0 0 0 3338292 0 3338292 0 0 1 0 0 0 SAG AWARDS 591348 591348 240 51596 638 PATRON OF THE ARTISTS AWARDS 528462 453462 75000 46913 432908 100551 3 215356 98700 116656 7974 60472 624441 1460 1335166 1143510 191656 8214 107385 1108945 102649 1327193 -1135537 1 ACTORS FUND OF AMERICA 729 SEVENTH AVE 10TH FLOOR NEW YORK NY 10019 131635251 501(C)(3) 39717 OPERATIONAL SUPPORT GHETTO FILM SCHOOL 79 ALEXANDER AVE 4TH FLOOR BRONX NY 10454 134127229 501(C)(3) 25000 OPERATIONAL SUPPORT MOTION PICTURE & TELEVISION FUND 23388 MULHOLLAND DR WOODLAND HILLS CA 91364 951652916 501(C)(3) 25000 OPERATIONAL SUPPORT 3 0 EMERGENCY ASSISTANCE 305 226986 JOHN DALES SCHOLARSHIPS 106 299000 HEALTH ASSISTANCE GRANTS 23 73573 SAG-AFTRA STAFF ASSISTANCE GRANTS 9 13624 KEN ORSATTI SCHOLARSHIP 1 5000 PART I, LINE 2: ALL DISBURSEMENTS FOR ASSISTANCE TO INDIVIDUALS THROUGH THE EMERGENCY ASSISTANCE, STAFF ASSISTANCE OR HEALTH PROGRAMS ARE MADE DIRECTLY TO THE SERVICE PROVIDER, NOT TO THE INDIVIDUAL. SCHOLARSHIP DISTRIBUTIONS REQUIRE PROOF OF STUDENT STATUS. X X 0 0 0 0 0 0 0 0 0 JOHN MCGUIRE DIRECTOR 0 204767 0 3425 0 0 0 26457 0 15219 0 249868 0 0 DAVID WHITE DIRECTOR 0 749210 0 23908 0 8160 0 98218 0 56515 0 936011 0 0 ARIANNA OZZANTO DIRECTOR 0 331039 0 12533 0 160 0 43740 0 25115 0 412587 0 0 CYD WILSON EXECUTIVE DIRECTOR 201205 0 0 0 0 0 26455 0 16470 0 244130 0 0 0 CHARLOTTE WELLS COO 152255 0 0 0 0 0 20019 0 12892 0 185166 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ISSUE IS DISCUSSED AT THE ANNUAL MEETING OF THE FOUNDATION BOARD. A REQUEST IS MADE THAT BOARD MEMBERS PROVIDE INFORMATION OF ANY INVOLVEMENTS WITH OTHER NON-PROFITS OR FOR-PROFIT ORGANIZATIONS THAT WOULD GIVE RISE TO A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED BY THE AUDIT COMMITTEE. COMPARISONS ARE MADE TO AMOUNTS PAID BY COMPARABLE NON-PROFITS. THE EXECUTIVE DIRECTOR REVIEWS OTHER EMPLOYEES' SALARIES. COMPENSATION AMOUNTS ARE COMPARED TO THOSE OF COMPARABLE NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND THE ORGANIZATION'S FORM 990 CAN BE FOUND ON WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE IN THE ORGANIZATION'S OFFICE DURING BUSINESS HOURS AND BY APPOINTMENT. SAG-AFTRA 5757 WILSHIRE BLVD 7TH FLOOR LOS ANGELES CA 90036 454931719 PERFORMERS UNION CA 501(C)(5) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 SAG-AFTRA C 345309 ACTUAL COST SAG-AFTRA K 214367 ACTUAL COST SAG-AFTRA P 67246 ACTUAL COST