2019-08-07T15:44:31-05:00 2018-09-30 910189318 MOSS ADAMS LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2017-10-01 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 2019-08-02 1 LAUREN A HAVERLOCK P00545829 3104770450 2019-08-02 23.242.64.125 2019-08-02 18:18:09 PD P 41F3D51277C721D7E64869098416E4BAA04E310D 7D0D6C7A6A5655B0595BBDB8C4257A6B648F0CEB 2017 2019-02-21 02:37:17Z JOBETH WILLIAMS 5757 WILSHIRE BOULEVARD PH1 LOS ANGELES CA 90036 13008706 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. THE FOUNDATION ENVISIONS A WORLD WHERE ALL ARTISTS CAN REALIZE THEIR DREAMS, AND CHILDREN ARE EMPOWERED TO CREATE THEIR OWN. 20 18 109 402 172151 0 4895634 4938537 86362 750 868233 444166 -36576 -324500 5813653 5058953 1192591 812423 0 0 2704069 2928552 20000 20000 645083 3413736 2739582 7330396 6500557 -1516743 -1441604 29200239 27837405 1289152 1392035 27911087 26445370 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 2095980 82500 750 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 PANEL DISCUSSIONS, SMALL GROUP SESSIONS AND SCREENINGS TO SHOW MULTIPLE VIEWPOINTS FROM DIRECTORS, PRODUCERS, WRITERS, AGENTS, MANAGERS, CASTING DIRECTORS AND INDUSTRY EXPERTS ON A WIDE RANGE OF TOPICS SUCH AS MARKETING AND AUDITION TECHNIQUE, TAXES AND FINANCIAL PLANNING, AUDIOBOOK NARRATION, INDEPENDENT FILM PRODUCING, AND NEW MEDIA.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 - PROVIDES FREE AUDITION PREPARATION CLASSES WITH PROMINENT CASTING PROFESSIONALS. CASTING DIRECTORS AND ASSOCIATES FROM THE CASTING SOCIETY OF AMERICA (CSA) AND REPRESENTATIVES FROM THE INDEPENDENT CASTING COMMUNITY LEAD CASTING ACCESS CLASSES, OFFERING ACTORS A WIDE RANGE OF EDUCATIONAL AND PROFESSIONAL INSIGHTS, FROM APPROACHING THE TEXT TO THE AUDITIONING PROCESS TO CASTING ETIQUETTE.COMPUTER LAB (NY ONLY)- PROVIDES SAG-AFTRA MEMBERS ACCESS TO CUTTING EDGE TECHNOLOGY AND INDUSTRY-LEVEL SOFTWARE IN A SUPPORTIVE AND COLLABORATIVE ENVIRONMENT. SAG-AFTRA MEMBERS ARE ABLE TO USE PROFESSIONAL COMPUTERS AND SOFTWARE TO CREATE AND ENHANCE THEIR REELS, HEADSHOTS, AND WEBSITES. VOICE OVER LAB - PROVIDES MEMBERS WITH ACCESS TO STATE-OF-THE ART RECORDING FACILITIES, TECHNOLOGICAL SUPPORT AND EDUCATIONAL PROGRAMMING, ALL SPECIFICALLY AIMED AT ENHANCING THEIR KNOWLEDGE OF THE CRAFT AND PREPARING THEM FOR CAREERS IN VOICEOVER. THE BROAD SCOPE OF THE VO LAB PROGRAMMING INCLUDES THE SUBJECTS OF NARRATION, PROMOS, ANIMATION, COMMERCIALS, VOCAL HEALTH, AND BUSINESS ELEMENTS UNIQUE TO VOICEOVER. PARTICIPATING MEMBERS HAVE THE OPPORTUNITY TO LEARN FROM INDUSTRY PROFESSIONALS THROUGH Q&A'S AND TRAIN WITH THOSE PROFESSIONALS IN SMALL INTERACTIVE GROUP CLASSES WHERE THEY RECEIVE CONSTRUCTIVE FEEDBACK, COACHING AND DIRECTION AS WELL AS ADVICE ON CAREER DEVELOPMENT STRATEGIES. ON CAMERA (NY ONLY) - TO PROVIDE EDUCATIONAL PROGRAMMING, TRAINING AND TECHNICAL SUPPORT FOR UNION PERFORMERS TO GAIN VALUABLE EXPERIENCE IN FRONT OF A CAMERA. 1000617 729923 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. 356298 0 0 LITERACY PROGRAM: 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 POINTS, HANDS ON ACTIVITIES AND A LIST OF RELATED BOOKS AND ONLINE RESOURCES FOR PARENTSSEE CONTINUATION ON SCHEDULE OAND TEACHERS TO FOLLOW. THESE ADDITIONAL MATERIALS REINFORCE COMPREHENSION AND ENCOURAGE STUDENTS TO THINK MORE DEEPLY ABOUT TOPICS PRESENTED IN THE STORY. 991875 0 0 OTHER PROGRAMS 991875 0 0 4444770 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 64 0 1 109 1 1 1 0 0 0 0 1 1 0 0 0 0 X 20 18 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 201823 39390 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 669766 138604 EILEEN WILLENBORG DIRECTOR 0.50 0.00 X 0 0 0 EUGENE FRANCIS EMERITUS (THROUGH 4/18) 0.50 0.00 X 0 0 0 MARCIA NASATIR DIRECTOR (THROUGH 6/18) 0.50 0.00 X 0 0 0 PAUL PAPE DIRECTOR (THROUGH 10/17) 0.50 0.00 X 0 0 0 RON PERLMAN DIRECTOR (THROUGH 8/18) 0.50 0.00 X 0 0 0 DAVE HUTTON 2ND VICE PRESIDENT (THROUGH 6/18) 1.00 0.00 X 0 0 0 CYD WILSON EXECUTIVE DIRECTOR 40.00 0.00 X 199786 0 40652 199786 871589 218646 1 0 1 0 POINTS OF PRODUCTION 932 LARRABEE ST 204 WEST HOLLYWOOD CA 90069 PRODUCTION SERVICES 157368 1 1041715 3896822 4938537 RENTAL - VOICE OVER LAB 716990 750 750 750 435086 435086 172151 0 172151 172151 172151 7310781 7290505 11196 20276 -11196 9080 9080 151401 1041715 648052 -496651 -496651 5058953 750 172151 -52485 135866 135866 676557 676557 242766 72830 127422 42514 2051735 1460607 296394 294734 259440 185612 36570 37258 184225 131168 26539 26518 190386 129149 33330 27907 96100 345 95755 141858 141858 20000 20000 81807 81807 483486 183240 241177 59069 17553 1614 3690 12249 115400 24697 69349 21354 835320 698427 62957 73936 102664 38813 58838 5013 557906 521573 36333 48829 25296 18655 4878 SECURITY AND PARKING 93200 80455 5368 7377 TAXES AND LICENSES 43957 745 43212 MISCELLANEOUS 40195 9289 20554 10352 WEBSITE AND STREAMING 26469 22953 1592 1924 54838 45534 9304 6500557 4444770 1410704 645083 968075 664383 1199570 464545 293208 121932 8797254 3031614 6321878 5765640 20297389 20705048 120119 115857 29200239 27837405 400596 479897 888556 912138 1289152 1392035 X 26756363 25845228 1129724 575142 25000 25000 27911087 26445370 29200239 27837405 -1441604 -24113 0 X 0 1 X 1 0 X 6748823 7781004 5120652 4859058 4938537 29448074 6748823 7781004 5120652 4859058 4938537 29448074 5493561 23954513 684841 875148 657145 318187 435086 2970407 32418481 0.73890 0.73320 X 12281004 89347 149518 643928 11875941 12868145 112652 416634 1075215 41212 12281004 13240775 1489689 532930 1069107 1326142 12868145 11697661 3727660 -227367 1079318 825392 52469 13240775 11494870 2592155 382322 1097663 1674023 11697661 0.94950 0.00210 0.04840 0 0 6921223 1811080 5110143 1607804 1071071 536733 268227 149463 118764 5765640 DEFERRED RENT 912138 912138 X 4984357 -24113 20128 11196 7211 4977146 81807 81807 5058953 6450074 20128 11196 31324 6418750 81807 81807 6500557 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 LESS THAN $2,500 IN TAX EXPENSE FOR THE YEAR ENDED SEPTEMBER 30, 2018. 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, 2018 AND 2017, THE FOUNDATION HAD NO UNRECOGNIZED/DERECOGNIZED TAX BENEFITS OR TAX PENALTIES OR INTEREST. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 11,196. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 11,196. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 3163804 0 0 0 0 0 0 3163804 0 3163804 1 0 1 0 0 0 X X X X X X 1 WEINSTEIN CARNEGIE 207 FRONT ST NEW YORK NY 10038 SPONSORSHIP FOR EVENTS & PROGRAMS 0 15000 20000 -5000 15000 20000 -5000 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SAG AWARDS 591625 591625 161 560 40532 PATRON OF THE ARTISTS AWARDS 341000 318500 22500 0 41147 384172 72238 2 260491 131590 128901 56201 53041 0 1193116 1041715 151401 161 97348 437773 112770 648052 -496651 1 ACTORS FUND OF AMERICA 729 SEVENTH AVE 10TH FLOOR NEW YORK NY 10019 131635251 501(C)(3) 60866 0 OPERATIONAL SUPPORT GHETTO FILM SCHOOL 79 ALEXANDER AVE 4TH FLOOR BRONX NY 10454 134127229 501(C)(3) 25000 0 OPERATIONAL SUPPORT MOTION PICTURE & TELEVISION FUND 23388 MULHOLLAND DR WOODLAND HILLS CA 91364 951652916 501(C)(3) 50000 0 OPERATIONAL SUPPORT 3 0 EMERGENCY ASSISTANCE 305 276306 0 JOHN DALES SCHOLARSHIPS 108 298540 0 HEALTH ASSISTANCE GRANTS 24 66123 0 SAG-AFTRA STAFF ASSISTANCE GRANTS 23 30588 0 KEN ORSATTI SCHOLARSHIP 1 5000 0 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. 1 X X 0 0 0 0 0 0 0 0 0 JOHN MCGUIRE DIRECTOR 0 198013 0 3810 0 0 0 24637 0 14753 0 241213 0 0 DAVID WHITE DIRECTOR 0 644475 0 25291 0 0 0 81644 0 56960 0 808370 0 0 CYD WILSON EXECUTIVE DIRECTOR 199786 0 0 0 0 0 24271 0 16381 0 240438 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT 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 0 0 0 0 SAG-AFTRA C 413085 ACTUAL COST SAG-AFTRA K 196000 ACTUAL COST