2017-02-13T15:29:48-06:00 2016-03-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2015-04-01 130413995 ACTORS' EQUITY ASSOCIATION C/O JOE DE MICHELE ACTO 2128698530 165 WEST 46TH STREET NEW YORK NY 10036 SANDRA KARAS SECRETARY-TREASURER 2128698530 2017-02-13 1 SCOTT E HALLBERG CPA P01081188 2023319880 2015 2021-01-29 14:40:06Z MARY MCCOLL 165 WEST 46TH STREET NEW YORK NY 10036 44701307 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. 94 94 226 800 0 0 115386 0 16441228 16643270 2438132 1531094 515127 666733 19509873 18841097 57623 63550 277510 292474 12460206 13653654 0 0 0 8362606 8236818 21157945 22246496 -1648072 -3405399 54160051 51802138 29779755 36606110 24380296 15196028 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 0 0 1 1 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 24 0 1 226 1 0 0 0 0 0 0 X 94 94 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 X ARIANE DOLAN COUNCILLOR 10.00 X 0 0 0 MARK DAVID KAPLAN COUNCILLOR 10.00 X 0 0 0 MADELINE FALLON COUNCILLOR 10.00 X 0 0 0 DAVID GIROLMO COUNCILLOR 10.00 X 0 0 0 MALCOM D EWEN COUNCILLOR 10.00 X 0 0 0 BILL BATEMAN COUNCILLOR 10.00 X 0 0 0 JOANNE BORTS COUNCILLOR 10.00 X 0 0 0 RONALD L BROWN COUNCILLOR 10.00 X 0 0 0 JENNIFER CODY COUNCILLOR 10.00 X 0 0 0 FRANCIS JUE COUNCILLOR 10.00 X 0 0 0 AL BUNDONIS COUNCILLOR 10.00 X 0 0 0 ROGER PRESTON SMITH COUNCILLOR 10.00 X 0 0 0 ALLYSON TUCKER COUNCILLOR 10.00 X 0 0 0 JEFF WILLIAMS COUNCILLOR 10.00 X 0 0 0 STEPHEN BOGARDUS COUNCILLOR 10.00 X 0 0 0 JONATHAN BRODY COUNCILLOR 10.00 X 0 0 0 BRIAN MYERS COOPER COUNCILLOR 10.00 X 0 0 0 IRA DENMARK COUNCILLOR 10.00 X 0 0 0 WALLY DUNN COUNCILLOR 10.00 X 0 0 0 SCOTT EVANS COUNCILLOR 10.00 X 0 0 0 KRISTEN BETH WILLIAMS COUNCILLOR 10.00 X 0 0 0 DANA IVEY COUNCILLOR 10.00 X 0 0 0 TIM JEROME COUNCILLOR 10.00 X 0 0 0 BOB KNAPP COUNCILLOR 10.00 X 0 0 0 JEANNE LEHMAN COUNCILLOR 10.00 X 0 0 0 JAMES LUDWIG COUNCILLOR 10.00 X 0 0 0 CRAIG A MEYER COUNCILLOR 10.00 X 0 0 0 MAUREEN MOORE COUNCILLOR 10.00 X 0 0 0 MARGOT MORELAND COUNCILLOR 10.00 X 0 0 0 JAMES MOYE COUNCILLOR 10.00 X 0 0 0 KRISTINE NEVINS COUNCILLOR 10.00 X 0 0 0 JUDY RICE COUNCILLOR 10.00 X 0 0 0 GIL ROGERS COUNCILLOR 10.00 X 0 0 0 JULIA BREANETTA SIMPSON COUNCILLOR 10.00 X 0 0 0 NANCY SLUSSER COUNCILLOR 10.00 X 0 0 0 JOE ZALOOM COUNCILLOR 10.00 X 0 0 0 JOHN M ATHERLAY COUNCILLOR 10.00 X 0 0 0 GREGORY HIRSCH COUNCILLOR 10.00 X 0 0 0 MARJORIE HORNE COUNCILLOR 10.00 X 0 0 0 RUTH E KRAMER COUNCILLOR 10.00 X 0 0 0 JASON A QUINN COUNCILLOR 10.00 X 0 0 0 LISA DAWN CAVE COUNCILLOR 10.00 X 0 0 0 SID SOLOMON COUNCILLOR 10.00 X 0 0 0 LINDA CAMERON COUNCILLOR 10.00 X 0 0 0 NICOLE FLENDER COUNCILLOR 10.00 X 0 0 0 CHRISTINE TOY JOHNSON COUNCILLOR 10.00 X 0 0 0 MARK ALDRICH COUNCILLOR 10.00 X 0 0 0 DAVID SITLER COUNCILLOR 10.00 X 0 0 0 KIM ARNETT COUNCILLOR 10.00 X 0 0 0 MICHAEL DOTSON COUNCILLOR 10.00 X 0 0 0 JENNIE FORD COUNCILLOR 10.00 X 0 0 0 STEPHEN PAWLEY COUNCILLOR 10.00 X 0 0 0 LARRY CAHN COUNCILLOR 10.00 X 0 0 0 KELLY GROUND COUNCILLOR 10.00 X 0 0 0 CYNTHIA MARTY COUNCILLOR 10.00 X 0 0 0 GREGORY NORTH COUNCILLOR 10.00 X 0 0 0 MARY-PAT GREEN COUNCILLOR 10.00 X 0 0 0 HEATHER LEE COUNCILLOR 10.00 X 0 0 0 CHRISTIAN D BOLENDER COUNCILLOR 10.00 X 0 0 0 PAT LOEB COUNCILLOR 10.00 X 0 0 0 JAMES T MCDERMOTT COUNCILLOR 10.00 X 0 0 0 LINDA TROSS COUNCILLOR 10.00 X 0 0 0 ROBIN GAMMELL COUNCILLOR 10.00 X 0 0 0 JOHN HERZOG COUNCILLOR 10.00 X 0 0 0 MICHELE LEE COUNCILLOR 10.00 X 0 0 0 KEVIN MCMAHON COUNCILLOR 10.00 X 0 0 0 VERNON WILLET COUNCILLOR 10.00 X 0 0 0 NANCY DALY COUNCILLOR 10.00 X 0 0 0 DIANE NICOLE COUNCILLOR 10.00 X 0 0 0 DEBORAH SHARPE-TAYLOR COUNCILLOR 10.00 X 0 0 0 RICHARD SHAVZIN COUNCILLOR 10.00 X 0 0 0 RICHARD TOPOL COUNCILLOR 10.00 X 0 0 0 SCOTT WATANABE COUNCILLOR 10.00 X 0 0 0 BARBARA ROBERTS COUNCILLOR 10.00 X 0 0 0 MATTHEW KILGORE COUNCILLOR 10.00 X 0 0 0 BEN LIEBERT COUNCILLOR 10.00 X 0 0 0 JENNIFER SWIDERSKI COUNCILLOR 10.00 X 0 0 0 BERNITA ROBINSON COUNCILLOR 10.00 X 0 0 0 KATE O'PHALEN COUNCILLOR 10.00 X 0 0 0 BUZZ RODY COUNCILLOR 10.00 X 0 0 0 JOSHUA BOTT COUNCILLOR 10.00 X 0 0 0 TONYA PINKINS COUNCILLOR 10.00 X 0 0 0 AMBER WHITE COUNCILLOR 10.00 X 0 0 0 KIM HUBER COUNCILLOR 10.00 X 0 0 0 JEFF MARLOW COUNCILLOR 10.00 X 0 0 0 NICK WYMAN PRESIDENT 20.00 X 0 0 0 PAIGE PRICE 1ST VICE PRESIDENT 20.00 X 0 0 0 REBECCA KIM JORDAN 2ND VICE PRESIDENT 20.00 X 0 0 0 IRA MONT 3RD VICE PRESIDENT 20.00 X 0 0 0 SANDRA KARAS SECRETARY-TREASURER 20.00 X 0 0 0 MELISSA ROBINETTE EASTERN VP 10.00 X 0 0 0 DOUG CARFRAE WESTERN VP 20.00 X 0 0 0 DEV KENNEDY CENTRAL VP 20.00 X 0 0 0 KATE SHINDLE PRESIDENT 20.00 X 0 0 0 MARY MCCOLL EXECUTIVE DIRECTOR 45.00 X 317148 0 83270 STEVEN DIPAOLA ASSISTANT EXECUTIVE DIRECT 45.00 X 235485 0 55746 TOM CARPENTER EASTERN REGIONAL DIRECTOR 45.00 X 192028 0 63491 SEAN TAYLOR CENTRAL REGIONAL DIRECTOR 45.00 X 152241 0 45071 MARIA SOMMA SPOKESPERSON 45.00 X 135206 0 41396 JOSEPH DE MICHELE COMPTROLLER 45.00 X 147864 0 49625 DOUGLAS BEEBE DIRECTOR OF INFORMATION TE 45.00 X 127134 0 51232 GAIL GABLER WESTERN REGIONAL DIRECTOR 45.00 X 132935 0 56316 1440041 0 446147 12 0 1 0 ARTHUR J GALLAGHER RISK MANAGEMENT SERVI 250 PARK AVE 3RD FLOOR NEW YORK NY 10177 INSURANCE 459679 COHEN WEISS SIMON LLP 330 WEST 42ND STREET NEW YORK NY 10036 LEGAL 376033 BERLIN ROSEN LTD 15 MAIDEN LANE NEW YORK NY 10038 COMMUNICATION CONSULTANT 353855 LJ SHERIDAN & CO 940 WEST ADAMS ST SUITE 400 CHICAGO IL 60607 BUILDING MGMT 317696 PERFECT PRINTING SOLUTIONS 34 E MAIN STREET 396 SMITHTOWN NY 11787 PRINTING 282644 11 MEMBERSHIP DUES 900099 14416291 14416291 INITIATION FEES 900099 2226979 2226979 16643270 480779 480779 301876 0 301876 301876 301876 26910525 25860210 1050315 1050315 1050315 ASSESSMENTS, FINES AND FEES 900099 284594 284594 MISCELLANEOUS INCOME 900099 80263 80263 364857 18841097 17008127 0 1832970 63550 292474 947169 7575822 1724755 2727614 678294 525646 114792 162253 434035 89891 627303 390113 3569074 109973 222761 894735 REPRESENTATIVE EXPENSE 565718 PUBLICATIONS 200224 BANKING FEES 163312 MISCELLANEOUS EXPENSES 136669 30319 22246496 676070 485040 1027017 1447054 3053953 2987081 11790483 10231271 2235891 1559212 20988919 19348463 26178201 25975288 54160051 51802138 2173928 2151216 152024 144532 10565778 10437323 16888025 23873039 29779755 36606110 X 24380296 15196028 24380296 15196028 54160051 51802138 X -3405399 -2012459 -3766410 X 0 1 X 0 0 1 0 0 0 1 X 11787383 10231271 1556112 3100 3100 1559212 ACCRUED INTEREST & DIVIDEND RECEIVABLE 56451 SECURITY DEPOSITS 79064 INVESTMENTS IN SUBSIDIARIES 14793931 SURETY DEPOSITS 10437323 PREPAID EXPENSES 608519 25975288 DEFERRED SEVERANCE PAYABLE 430772 ACCRUED POSTRETIREMENT HEALTH BENEFITS 9489606 ACCRUED PENSION BENEFITS 13952661 23873039 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, 2016 AND 2015, 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, 2016, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2012 THROUGH 2014 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 ALLIANCE FOR INCLUSION IN THE ARTS 1560 BROADWAY NEW YORK NY 10036 133387786 501(C)(3) 15000 GENERAL OPERATING THE ACTORS FUND LA 729 7TH AVENUE 10TH FLOOR NEW YORK NY 10019 131635251 501(C)(3) 10000 GENERAL OPERATING 5 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 311148 0 6000 0 0 0 73024 0 10246 0 400418 0 0 0 STEVEN DIPAOLA ASSISTANT EXECUTIVE DIRECT 194393 0 29773 0 11319 0 45500 0 10246 0 291231 0 0 0 TOM CARPENTER EASTERN REGIONAL DIRECTOR 188315 0 3713 0 0 0 43925 0 19566 0 255519 0 0 0 SEAN TAYLOR CENTRAL REGIONAL DIRECTOR 148683 0 3558 0 0 0 34825 0 10246 0 197312 0 0 0 MARIA SOMMA SPOKESPERSON 132592 0 2614 0 0 0 31150 0 10246 0 176602 0 0 0 JOSEPH DE MICHELE COMPTROLLER 125275 0 2441 0 20148 0 29400 0 20225 0 197489 0 0 0 DOUGLAS BEEBE DIRECTOR OF INFORMATION TE 124693 0 2441 0 0 0 29400 0 21832 0 178366 0 0 0 GAIL GABLER WESTERN REGIONAL DIRECTOR 130360 0 2575 0 0 0 30450 0 25866 0 189251 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 11 NO REVIEW WAS OR WILL BE CONDUCTED. 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: DEPRECIATION IN INVESTMENTS IN LLCS -273,083. TRANSFERS OF UNRESTRICED NET ASSETS 2,681,179. OTHER POSTRETIREMENT CHANGES -6,174,506. 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 CONTRIBUTED ADMINISTRATIVE EXPENSE 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 2481000 TRANSFER OF CASH FROM RELATED ORG ACTORS' EQUITY CHICAGO HOLDING CORPORATION S 295000 TRANSFER OF CASH TO A RELATED ORG ACTORS' EQUITY LOS ANGELES HOLDING CORPORATION R 94821 TRANSFER OF CASH TO A RELATED ORG ACTORS EQUITY STAFF PENSION PLAN R 1818495 CONTRIBUTIONS TO PENSION PLAN