2016-11-14T14:53:45-06:00 2015-12-31 PricewaterhouseCoopers LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 200053005 990 2015-01-01 951652916 MOTION PICTURE AND TELEVISION FUND % MICHAEL KUEHL MOTI 8188764133 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 913642792 ROBERT L BEITCHER CEO 8188764133 2016-11-11 true MICHELLE G MICHALOWSKI 1111 P00755304 2024141000 2015 2017-02-10 21:41:12Z ROBERT L BEITCHER 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 80797964 false X www.mptf.com X 1921 CA WE SUPPORT OUR ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITH DIGNITY AND PURPOSE, AND HELPING EACH OTHER IN TIMES OF NEED. 15 14 522 411 282933 250753 37982991 27453700 32905056 23751251 19034623 1285394 -775592 -777818 89147078 51712527 1270497 1146927 0 0 42623161 35727546 139370 180000 1232218 33969794 22991519 78002822 60045992 11144256 -8333465 185003300 171435791 68301563 62523668 116701737 108912123 X WE SUPPORT OUR ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITH DIGNITY AND PURPOSE, AND HELPING EACH OTHER IN TIMES OF NEED. false false 21817416 0 10333092 MPTF PROVIDES INPATIENT MEDICAL SERVICES AT ITS 250 BED FACILITY LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS. SERVICES INCLUDE GERIATRIC, SKILLED NURSING AND ALZHEIMER'S CARE, RADIOLOGY, LABORATORY, PHYSICAL THERAPY, PHARMACY AND RESPIRATORY THERAPY SERVICES. 2015 SERVICE VOLUMES INCLUDED 24,800 TOTAL PATIENT DAYS. 18553003 1146927 6816172 MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING A 166 UNIT RETIREMENT COMMUNITY, RESIDENTIAL SUBSIDIES, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. 2015 SERVICE VOLUMES INCLUDED 57,025 RESIDENTIAL DAYS. 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X X X true true X X X true X X X X X true X false X true X false false PART V, SECTION B, LINE 5: THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS PREPARED BY MDS CONSULTING IN CONJUNCTION WITH SENIOR MANAGEMENT. THE ASSESSMENT INCORPORATED A COMBINATION OF QUALITATIVE AND QUANTITATIVE RESEARCH INCLUDING INTERVIEWS WITH SENIOR MANAGEMENT, FOCUS GROUPS WITH CONSTITUENTS, DISCUSSIONS WITH REGIONAL HEALTH CARE LEADERS AND STATISTICAL ANALYSIS. FEEDBACK WAS USED TO DETERMINE BOTH IMMEDIATE AND SHORT-TERM HEALTH NEEDS FOR INDUSTRY MEMBERS AND AREAS OF FOCUS FOR MPTF OVER THE NEXT 24 MONTHS. QUANTITATIVE DATA EVALUATED INCLUDED DEMOGRAPHIC AND INDUSTRY OVERVIEW DATA. ATTRIBUTED SOURCES INCLUDED THE CALIFORNIA DEPARTMENT OF HEALTH SERVICES ("CDHS"), THE OFFICE OF STATEWIDE HEALTHCARE PLANNING AND DEVELOPMENT ("OSHPD"), AND LAEDC KYSER CENTER FOR ECONOMIC RESEARCH. EXTERNAL INTERVIEWS TOOK PLACE WITH LEADERS FROM THE LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH, HCA HEALTH AND PROVIDENCE HEALTH AND SERVICES. FOCUS GROUPS WERE CONDUCTED WITH MANAGEMENT PERSONNEL FROM THE MPTF'S CONSTITUENT ORGANIZATIONS SERVED FROM THE SCREEN ACTOR'S GUILD, DIRECTOR'S GUILD AND THE MOTION PICTURE INDUSTRY HEALTH PLAN. PART V, SECTION B, LINE 7A: HTTP://WWW.MPTF.COM/FILE/MPTF-DOCUMENTS---PART/2013-MPTF-COMMUNITY-HEALTH- NEEDS-ASSESSMENT.PDF PART V, SECTION B, LINE 11: THE NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR THE INDUSTRY COMMUNITY WERE: THE UNINSURED AND GENERAL ACCESS TO SERVICES; RISING INSURANCE PREMIUMS AND DEDUCTIBLES; MEDICAL MANAGEMENT AND OUT-OF-NETWORK COVERAGE ISSUES FOR BEHAVIORAL HEALTH SERVICES AND; A GROWING NEED AND UNDERSUPPLY OF SENIOR SERVICES. MPTF IS ADDRESSING THE CONCERNS ABOUT THE UNINSURED AND ACCESS TO SERVICES THROUGH ITS PATIENT CENTERED MEDICAL HOME (PCMH), BRIDGE TO HEALTH, CRISIS SUPPORT AND CONFIDENTIAL REFERRALS, AND HEALTH WHEELS PROGRAMS. THROUGH ITS AFFILIATION WITH UCLA, MPTF CONTINUES TO SUPPORT A PCMH MODEL IN THE HEALTH CENTERS. MPTF'S BRIDGE TO HEALTH PROGRAM PROVIDES BASIC HEALTHCARE SERVICES FOR ONE LOW FEE PER OFFICE VISIT. MPTF PROVIDES CRISIS SUPPORT SERVICES THAT CAN PROVIDE EMOTIONAL SUPPORT, FINANCIAL RELIEF AND CONFIDENTIAL REFERRALS TO PEOPLE AND FAMILIES DURING HARDSHIP. THROUGH ITS AFFILIATION WITH UCLA, MPTF OFFERS THE HEALTH WHEELS MOBILE HEALTH CENTER PROGRAM. MPTF IS ADDRESSING THE CONCERNS ABOUT RISING INSURANCE PREMIUMS AND DEDUCTIBLES THROUGH EVALUATING AND PURSUING AFFILIATIONS AND PARTNERSHIPS, PROVIDING HEALTH INSURANCE PREMIUM SUPPORT AND ACTING AS AN ADVOCATE, OVERSEER AND CONVENER. THROUGH ITS AFFILIATION WITH UCLA, MPTF IS WORKING TO IMPROVE ACCESS TO SERVICES, LOWER COSTS, IMPROVE OUTCOMES AND MOVE TOWARD A MORE VIABLE AND MEASURABLE POPULATION HEALTH MODEL. MPTF WILL CONTINUE TO OFFER HEALTH INSURANCE PREMIUM SUPPORT FOR QUALIFIED INDIVIDUALS. MPTF WILL ALIGN WITH UCLA HEALTH AND OTHER HEALTH SYSTEMS TO LINK INDUSTRY WORKERS, DEPENDENTS AND RETIREES WITH APPROPRIATE HEALTH CARE SERVICES. MPTF IS ADDRESSING THE MEDICAL MANAGEMENT AND OUT-OF-NETWORK COVERAGE ISSUES FOR BEHAVIORAL HEALTH SERVICES BY PROVIDING DEMENTIA CARE AND INPATIENT GERIATRIC PSYCHIATRY. MPTF CONTINUES TO PROVIDE HIGH QUALITY INPATIENT SERVICES TO THOSE INDUSTRY MEMBERS SUFFERING MEMORY IMPAIRMENT OR RELATED ISSUES. MPTF ALSO PROVIDES INPATIENT GERIATRIC PSYCHIATRY SERVICES IN ITS 12 ROOM DEDICATED UNIT. MPTF IS ADDRESSING A GROWING NEED AND UNDERSUPPLY OF SENIOR SERVICES BY PROVIDING LONG-TERM CARE, ASSISTED AND INDEPENDENT LIVING, THE ELDER CONNECTION, PALLIATIVE CARE, AGE WELL AND COMMUNITY CARE TEAM PROGRAMS. MPTF PROVIDES HOSPITAL-BASED SKILLED NURSING AND DEMENTIA CARE SERVICES THROUGH ITS 70 BED INPATIENT UNIT ON THE WOODLAND HILLS CAMPUS. MPTF OFFERS INDEPENDENT AND ASSISTED LIVING ACCOMMODATIONS DESIGNED EXCLUSIVELY FOR ENTERTAINMENT INDUSTRY RETIREES ON A BEAUTIFUL CAMPUS WITH MANY RECREATIONAL AND SOCIAL ACTIVITIES, BOUNTIFUL GARDENS, WALKING PATHS, A THEATRE AND MUCH MORE. MPTF'S ELDER CONNECTION IS A TRUSTED RESOURCE FOR ENTERTAINMENT INDUSTRY MEMBERS AND THEIR PARENTS WHO FACE CHALLENGES LIVING ON THEIR OWN OR MAY HAVE A SUDDEN LIFE EVENT THAT REQUIRES AN URGENT INTERVENTION. MPTF PROVIDES SPECIALIZED MEDICAL CARE FOR INDUSTRY MEMBERS WITH SERIOUS ILLNESSES THROUGH ITS PALLIATIVE CARE PROGRAM. MPTF'S AGE WELL PROGRAM PROVIDES EARLY ASSESSMENT AND INTERVENTION REGARDING AGE-RELATED MEDICAL AND EMOTIONAL CONCERNS, AND MAKES INFORMED RECOMMENDATIONS TO PRIMARY CARE PHYSICIANS AND FAMILY MEMBERS. MPTF COMMUNITY CARE TEAMS ARE A COORDINATED TEAM OF PHYSICIANS, NURSE PRACTITIONERS, REGISTERED NURSES, SOCIAL WORKERS, AND PASTORAL CARE TEAM MEMBERS VISITING INDUSTRY MEMBERS IN OUTSIDE SKILLED NURSING, REHABILITATION, ASSISTED LIVING AND BOARD AND CARE FACILITIES, AS WELL AS PRIVATE HOMES. PART V, SECTION B, LINE 16I: DURING THE NOTIFICATION OF OUTSTANDING AMOUNTS DUE, PATIENTS ARE INFORMED OF OUR FINANCIAL ASSISTANCE POLICY AND PROVIDED AN APPLICATION IF REQUESTED. PART V, SECTION B, LINE 22D: FAP ELIGIBLE PATIENTS QUALIFY FOR CHARITY OR DISCOUNTED CARE. IF AN FAP ELIGIBLE PATIENT DEMONSTRATES THAT THEIR ANNUAL INCOME IS 200% OR LESS OF FEDERAL POVERTY GUIDELINES, THEY ARE ELIGIBLE FOR 100% CHARITY. IF AN FAP ELIGIBLE PATIENT DEMONSTRATES THAT THEIR ANNUAL INCOME IS 201% TO 400% OF FEDERAL POVERTY GUIDELINES, THEY ARE ELIGIBLE FOR DISCOUNTS OF 50% TO 80%. IN ADDITION, IF A PATIENT DEMONSTRATES THAT THE ANNUAL OUT OF POCKET COSTS FOR HEALTHCARE INCURRED BY THE INDIVIDUAL OR THEIR FAMILY EXCEED 10% OF THE PATIENTS FAMILY INCOME IN THE PRIOR 12 MONTHS, THEY ARE ELIGIBLE FOR DISCOUNTS OF 50% TO 80%. PART I, LINE 7: THE COSTING METHODOLOGY UTILIZED FOR PART I, LINE 7 AND PART II REPRESENTS DIRECT COST OF THE PROGRAMS PLUS AN ALLOCATION OF OVERHEAD AND INFORMATION TECHNOLOGY APPLIED USING RELEVANT COST DRIVERS. A COST-TO-CHARGE RATIO, DERIVED FROM FORM 990 INSTRUCTIONS, WORKSHEET 3, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7B. PART II - COMMUNITY BUILDING ACTIVITIES: MPTF PROVIDES VARIOUS COMMUNITY BUILDING PROGRAMS AND SERVICES INCLUDING SUBSIDIES FOR RETIREMENT COMMUNITY RESIDENTS, SUBSIDIZED RETIREE ACTIVITIES, SAFETY ASSESSMENTS AND PHYSICAL IMPROVEMENTS TO RETIREES' HOMES IN THE COMMUNITY AND CHILDCARE SERVICES. APPROXIMATELY 40% OF MPTF'S RETIREMENT COMMUNITY RESIDENTS RECEIVE SOME LEVEL OF FINANCIAL SUBSIDY FROM MPTF (SUBSIDIES ON RENT, HEALTH INSURANCE PREMIUMS, CAREGIVING SUPPORT, MEDICATION, AND OTHER NECESSITIES). MPTF PROVIDES A VARIETY OF RETIREE ACTIVITIES DESIGNED TO ENCOURAGE MENTAL AND PHYSICAL ENGAGEMENT. THESE ACTIVITIES INCLUDE THE SABAN HEALTH AND WELLNESS CENTER OFFERING STATE OF THE ART AQUATIC AND LAND-BASED FITNESS PROGRAMS, VARIOUS LIFESTYLE AND FAMILY LEARNING COURSES, AND A MEDIA CENTER WHICH ENGAGES RETIREES IN WRITING, DEVELOPING, DIRECTING, AND PRODUCING PROGRAMMING FOR AN IN-HOUSE TELEVISION CHANNEL AND EXTERNAL OUTLETS. IN ADDITION, MPTF PROVIDES CHILDCARE SERVICES FOR APPROXIMATELY 98 CHILDREN AT THE SAMUEL GOLDWYN FOUNDATION CHILDCARE CENTER. PART III, LINE 4: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE IN THE FINANCIAL STATEMENTS RELATED TO BAD DEBT. THE AMOUNT IN LINE 2 OF PART III REPRESENTS ACTUAL AMOUNTS OWED THAT HAVE BEEN WRITTEN OFF. NO BAD DEBT HAS BEEN REPORTED AS COMMUNITY BENEFIT. PART III, LINE 8: THE SHORTFALL REPORTED IS CONSIDERED COMMUNITY BENEFIT AS THE SERVICES PROVIDED MEET THE NEEDS OF THE COMMUNITY MPTF SERVES BUT ARE NOT EXPECTED TO BE FINANCIALLY SELF-SUPPORTING. THE SOURCE FOR THE SHORTFALL REPORTED ON LINE 7 IS THE AMOUNT AS FILED ON THE MEDICARE COST REPORT FOR 2015. PART III, LINE 9B: DURING THE COLLECTION PROCESS, IF A PATIENT INDICATES AN INABILITY TO PAY THEY ARE PROVIDED AN OPPORTUNITY TO COMPLETE THE CHARITY AND DISCOUNTED CARE APPLICATION. AFTER REVIEWING THE PACKAGE AND IF THE PATIENT QUALIFIES THE AMOUNTS FORGIVEN ARE RECORDED AS CHARITY. NEEDS ASSESSMENT: AS DESCRIBED IN SCHEDULE O, MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. MPTF REGULARLY EVALUATES THOSE SERVICES WITH INPUT FROM ENTERTAINMENT INDUSTRY-BASED HEALTH PLANS AND FRONT-LINE STAFF, INCLUDING PHYSICIANS AND OTHER CLINICAL STAFF, TO ENSURE THEY BEST MEET THE NEEDS OF THOSE SERVED. IN ADDITION, MPTF SOLICITS FEEDBACK FROM THOSE SERVED THROUGH REGULARLY CONDUCTED SATISFACTION SURVEYS. RESULTS OF THOSE SURVEYS ARE USED TO EVALUATE THE EFFECTIVENESS OF SERVICES AND IMPLEMENT IMPROVEMENTS WHEN NECESSARY. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE: MPTF NOTIFIES PATIENTS OF THE OPPORTUNITY TO QUALIFY FOR CHARITY AND DISCOUNTED CARE AT THE POINT OF REGISTRATION/ADMITTING. IN EACH SUCH AREA, SIGNS DESIGNED TO INFORM THE PATIENT OF THE AVAILABILITY OF CHARITY AND DISCOUNTED CARE ARE POSTED. IN ADDITION, AFTER SERVICES HAVE BEEN PROVIDED, MPTF'S BILLING DEPARTMENT STAFF MAY BECOME AWARE THAT THE PATIENT MAY QUALIFY FOR CHARITY AND DISCOUNTED CARE. IN SUCH CASES THE CHARITY AND DISCOUNTED CARE APPLICATION IS COMPLETED AND IF THE PATIENT QUALIFIES, THE BALANCE OF THE ACCOUNT WILL BE TREATED AS CHARITY. MPTF ALSO NOTIFIES PATIENTS OF FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS AT THE POINT OF REGISTRATION/ADMITTING INCLUDING MEDICARE AND MEDI-CAL, IF APPLICABLE. MPTF ALSO OFFERS SOCIAL SERVICES WHERE PATIENTS ARE INFORMED OF A WIDER ARRAY OF SERVICES AND PROGRAMS IN ADDITION TO THOSE FOCUSED ON HEALTH CARE. COMMUNITY INFORMATION: AS DESCRIBED IN SCHEDULE O, MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. PROMOTION OF COMMUNITY HEALTH: MPTF OPERATES A HOSPITAL LICENSED BY THE STATE OF CALIFORNIA AND REPORTS INFORMATION REGARDING THIS HOSPITAL ON FORM 990, SCHEDULE H, BUT MPTF IS NOT EXEMPT FROM TAXATION AS A HOSPITAL DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 170(B)(1)(A)(III). MPTF HAS BEEN RECOGNIZED BY THE IRS FOR THE PAST 90 YEARS AS A PUBLICLY SUPPORTED ORGANIZATION EXEMPT FROM TAXATION UNDER IRC SECTION 170(B)(1)(A)(VI). MPTF PROVIDES VARIOUS PROGRAMS AND SERVICES DESIGNED TO POSITIVELY IMPACT THE OVERALL HEALTH OF THOSE SERVED. MPTF'S WASSERMAN CAMPUS PROVIDES RETIREES WITH A VIBRANT COMMUNITY AND BEAUTIFUL CAMPUS OFFERING FACILITIES, PROGRAMS AND SERVICES WHICH MAXIMIZE THE QUALITY OF RETIREMENT LIVING. STATE FILING OF COMMUNITY BENEFIT REPORT: THE ORGANIZATION FILES A COMMUNITY BENEFIT REPORT WITH CALIFORNIA. true SHELTER, MEDICAL CARE, AND FOOD FOR INDIGENTS 379 1146927 NONE NONE PART I, LINE 2: MPTF MANAGES THE USE OF FINANCIAL ASSISTANCE FUNDS THROUGH ITS SOCIAL SERVICES FUNCTION AND CASE COMMITTEE OF THE BOARD. MPTF'S SOCIAL SERVICE FUNCTION IS STAFFED WITH MASTER LEVEL SOCIAL SERVICE PROFESSIONALS. AN APPLICANT COMPLETES A DETAILED APPLICATION WITH SUPPORTING DOCUMENT COPIES. THE SCREENING PROCESS FOR EACH APPLICANT INCLUDES A SOCIAL WORKER REVIEWING THE INFORMATION PRESENTED AND INTERVIEWING THE APPLICANT. ALL NEW CASES INCLUDE A REVIEW AND APPROVAL BY A MANAGER OR SUPERVISOR PRIOR TO PROVISION OF ANY FINANCIAL ASSISTANCE. IF THE CUMULATIVE AMOUNT OF FINANCIAL ASSISTANCE TO THE INDIVIDUAL EXCEEDS $7,500, THE RELATED APPLICATION IS SUBMITTED TO MPTF'S CASE COMMITTEE FOR REVIEW AND APPROVAL. THE CASE COMMITTEE WILL REVISIT CASES AT LATER TIMES AND AMOUNT INTERVALS, AS SET FORTH BY BOARD COMMITTEE ACTION OR GUIDELINES. true X X X X X X true true false false false false false true false ROBERT L BEITCHER DIRECTOR/CHIEF EXEC OFFICER 491583 0 250000 0 7940 0 7978 0 23379 0 780880 0 0 0 KEN W SCHERER V.P., DEVELOPMENT 270504 0 65000 0 15022 0 1518 0 19464 0 371508 0 0 0 FRANK J GUARRERA CFO (THROUGH 4/15) 126380 0 184873 0 67659 0 5858 0 17392 0 402162 0 0 0 DAVID J ASPLUND COO (THROUGH 12/15) 252121 0 40000 0 676 0 7293 0 22995 0 323085 0 0 0 MICHAEL H KUEHL Chief Financial Officer 219617 0 29740 0 6441 0 21749 0 15885 0 293432 0 0 0 NANCY P RUBIN V.P., HUMAN RESOURCES 210661 0 31368 0 3734 0 6356 0 17614 0 269733 0 0 0 SHARON A SIEFERT V.P., LEGAL AFFAIRS 198221 0 24710 0 676 0 7572 0 18385 0 249564 0 0 0 CHRIS G LIVANOS CHIEF INFORMATION OFFICER 190723 0 24060 0 676 0 6612 0 20579 0 242650 0 0 0 SCOTT A KAISER CHIEF INNOVATION OFFICER 226459 0 14583 0 184 0 7577 0 26314 0 275117 0 0 0 JULIA KYLE PHARMACIST 146778 0 14468 0 171 0 8924 0 15769 0 186110 0 0 0 DAVID SOLTERO DIRECTOR - SNF 147683 0 14566 0 495 0 4894 0 15863 0 183501 0 0 0 BRADLEY W BEVERAGE CHIEF AUDIT EXEC(THROUGH 7/15) 117072 0 63033 0 184 0 13771 0 20788 0 214848 0 0 0 CRAIG WITMER DIRECTOR, IT 152460 0 15606 0 192 0 0 0 21694 0 189952 0 0 0 PART I, LINE 4A: THE EMPLOYMENT OF MR. GUARRERA AND MR. BEVERAGE ENDED IN APRIL AND JULY 2015, RESPECTIVELY. TO FULFILL CONTRACTUAL OBLIGATIONS, MESSRS. GUARRERA AND BEVERAGE RECEIVED COMPENSATION OF $270,348 AND $41,170, RESPECTIVELY, IN 2015. PART I, LINE 4B: MPTF PROVIDES A STANDARD PROGRAM OF HEALTH, WELFARE AND RETIREMENT BENEFITS TO ALL OF ITS EMPLOYEES AND LIMITED PREREQUISITES TO SOME OF ITS EXECUTIVES. IN 2015, MR. GUERRERA AND MR. SCHERER WERE THE ONLY ACTIVE EMPLOYEES PARTICIPATING IN MPTF'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (EXECUTIVE SERP). EACH HAS REACHED HIS MAXIMUM PERIOD OF SERVICE UNDER THE EXECUTIVE SERP. THE EXECUTIVE SERP HAS NOT BEEN OFFERED TO OTHER EMPLOYEES SINCE 2011 AND WILL NOT BE OFFERED TO OTHER EMPLOYEES IN THE FUTURE. THE EXECUTIVE SERP PROVIDES 2.5% OF THE 5-YEAR AVERAGE TOTAL COMPENSATION TIMES YEARS OF SERVICE, CAPPED AT, DEPENDING ON THE CIRCUMSTANCES, 18 OR 20 YEARS OF SERVICE, AND IS REDUCED BY SOCIAL SECURITY AND OTHER QUALIFIED PLAN BENEFITS. SERVICE IS NOT CAPPED NOR ARE RETIREMENT BENEFITS REDUCED BY SOCIAL SECURITY FOR OTHER NON-EXECUTIVE EMPLOYEES. RETIREMENT BENEFITS UNDER THE EXECUTIVE SERP WILL BE PAID AT THE NORMAL RETIREMENT DATE (AGE 65), AND ARE SUBJECT TO RISK OF FORFEITURE UNTIL SUCH TIME AS THEY ARE VESTED. THE AMOUNTS REPORTED FOR THE VALUE OF RETIREMENT BENEFITS UNDER THE EXECUTIVE SERP FOR BOTH THE 2014 AND 2015 TAX YEARS ARE BASED ON THE CHANGE IN THE ACTUARIAL PRESENT VALUE OF THE BENEFIT. THE CHANGE IN ACTUARIAL PRESENT VALUE INCLUDES THREE PRIMARY ELEMENTS: 1) THE VALUE OF THE CHANGE IN BENEFIT EARNED; 2) INTEREST CREDITED FOR THE YEAR; AND 3) THE CHANGE IN PRESENT VALUE DUE TO CHANGE IN MARKET INTEREST RATES. IN 2015 THE RATE OF 4.10% WAS USED TO COMPUTE THE CHANGE IN MARKET VALUE. THIS RATE WAS BASED ON THE RATE USED IN THE JANUARY 1, 2015 ACTUARIAL VALUATION OF THE MPTF RETIREMENT INCOME PLAN WHICH REFLECTS A 24 MONTH AVERAGE OF CORPORATE BOND RATES. THE DEFERRED COMPENSATION FOR KEN SCHERER SHOWN IN SCHEDULE J, PART II, COLUMN (C) REPRESENTS HIS PORTION OF THE INCREASE OR (DECREASE) IN ANNUAL ACCRUED BENEFIT FOR 2015. PART VI, LINE 15 & SCHEDULE J, PART I, LINE 7 - COMPENSATION POLICY: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ("COMPENSATION COMMITTEE") IS RESPONSIBLE FOR ESTABLISHING THE EXECUTIVE COMPENSATION POLICY AND PROGRAMS FOR SENIOR EXECUTIVES OF MOTION PICTURE AND TELEVISION FUND ("MPTF"), AND THE MPTF COMPENSATION COMMITTEE OF MANAGEMENT (THE "MANAGEMENT COMMITTEE") IS RESPONSIBLE FOR ADMINISTERING THE COMPENSATION POLICY AND PROGRAMS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO AND OTHER SENIOR EXECUTIVES AND APPROVES ANY CHANGES TO BASE SALARY, INCENTIVE PLAN GOALS, OBJECTIVES AND AWARDS, AND EMPLOYMENT AGREEMENTS. THE MANAGEMENT COMMITTEE PERFORMS THE SAME TASKS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. AN INDEPENDENT OUTSIDE CONSULTANT IS RETAINED TO PROVIDE MARKET COMPARABILITY DATA AND ADVISE ON EXTERNAL MARKET PRACTICES, INCLUDING RELEVANT INFORMATION FROM THE FORM 990S OF OTHER ORGANIZATIONS. THE GENERAL POLICY AND/OR PRACTICE OF THE COMPENSATION COMMITTEE AND THE MANAGEMENT COMMITTEE IS TO COMPENSATE MPTF'S EXECUTIVES AT APPROXIMATELY THE MEDIAN OF THE MARKET FOR COMPARABLE ROLES AND RESPONSIBLITIES, WITH SUCH EXCEPTIONS AS THE COMPENSATION COMMITTEE OR, AS APPLICABLE, THE MANAGEMENT COMMITTEE, DEEMS TO BE REASONABLE IN CONSULTATION WITH THE OUTSIDE CONSULTANT. SCHEDULE J REFLECTS COMPENSATION AWARDED UNDER THE MANAGEMENT AND CEO INCENTIVE PLANS. X 1051 SEE PART II X 22508 SEE PART II X 6 856906 SEE PART II X 2 2699 SEE PART II X 2 9431 SEE PART II X ADVERTISING 3 191066 SEE PART II X DONOR GIFTS 60 189535 SEE PART II false true false SCHEDULE M, PART I: THE NUMBERS REPORTED IN PART I, COLUMN(B) REPRESENT THE NUMBER OF CONTRIBUTIONS. IN ADDITION, ALL NONCASH CONTRIBUTIONS WERE RECORDED AT THE ESTIMATED VALUE PROVIDED BY THE DONOR. PART III, LINE 4B: MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING RETIREMENT COMMUNITY ACCOMODATIONS, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. MPTF'S RETIREMENT COMMUNITY, LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS (OFTEN REFERRED TO AS 'THE HOME'), OFFERS INDEPENDENT AND ASSISTED LIVING ACCOMODATIONS FOR ENTERTAINMENT INDUSTRY RETIREES AND THEIR SPOUSES BASED ON YEARS OF SERVICE, REGARDLESS OF THEIR ABILITY TO PAY THE FEES. MPTF PROVIDED OVER $11.9 MILLION IN RESIDENTIAL CARE SUBSIDY IN 2015. TOTAL 2015 RESIDENTIAL DAYS WERE 57,000. MPTF PROVIDED TEMPORARY FINANCIAL ASSISTANCE TO INDUSTRY MEMBERS OF APPROXIMATELY $1.1 MILLION IN 2015 FOR RENT, FOOD, HOUSING, HEALTH INSURANCE PREMIUMS AND OTHER NEEDS. MPTF'S COMMUNITY-BASED SOCIAL SERVICE ACTIVITIES INCLUDE INDIVIDUAL AND CASE MANAGEMENT, ASSESSMENTS, INFORMATION REFERRALS, AND INCREASED ASSISTANCE FOR SENIORS WISHING TO REMAIN IN THEIR OWN HOMES THROUGH HOME MODIFICATIONS AND VOLUNTEER VISITING PROGRAMS. TOTAL SOCIAL SERVICE CONTACTS IN 2015 WERE 24,501. MPTF IS ALSO COMMITTED TO BUILDING GEOGRAPHICALLY-BASED COMMUNITIES OF INTEREST AMONG INDUSTRY RETIREES. THESE INCLUDE ACTIVITIES LIKE WALKING GROUPS, COMMUNITY "CONVERSATIONS" WITH PROGRAMS OF SPEAKERS, MOVIE NIGHTS, BOOK CLUBS, AND OTHER SOCIAL EVENTS. THESE ACTIVITIES TARGET INDUSTRY RETIREES WHO ARE CHOOSING TO "AGE IN PLACE" IN THEIR HOMES AS OPPOSED TO CHOOSING INSTITUTIONAL SETTINGS. PART VI, LINE 2: MPTF PROVIDES SERVICES TO THE ENTERTAINMENT COMMUNITY AND THERE ARE, FROM TIME TO TIME, MPTF ENTITY DIRECTORS WHO SERVE ON OTHER ENTERTAINMENT RELATED ENTITIES. THERE MAY BE OTHER DIRECT TRANSACTIONS RESULTING IN ADDITIONAL BUSINESS RELATIONSHIPS. SOME OF THESE ENTERTAINMENT RELATED ENTITIES INCLUDE INDUSTRY-BASED PENSION AND HEALTH PLANS, INDUSTRY RELATED UNIONS AND FOR PROFIT ENTERTAINMENT INDUSTRY COMPANIES. PART VI, LINE 11B: THE FORM 990 WAS PREPARED BY PRICEWATERHOUSECOOPERS LLP ("PWC"), BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. THE DRAFT FORM 990 AND ALL SUPPORTING SCHEDULES WERE REVIEWED IN DETAIL BY MPTF MANAGEMENT AND THE CHAIRMAN OF THE AUDIT COMMITTEE. A COPY OF FORM 990 WAS REVIEWED AND DISCUSSED BY THE AUDIT COMMITTEE AT THEIR MEETING ON NOVEMBER 11, 2016. FOLLOWING THE MEETING, THE COMPLETED FORM 990 WAS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO THE RETURN BEING FILED. PART VI, LINE 12C: AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS AND EMPLOYEES AT THE LEVEL OF MANAGER AND ABOVE. THE VICE PRESIDENT OF LEGAL AFFAIRS COLLECTS AND REVIEWS THE QUESTIONNAIRES AND THEN PROVIDES A SUMMARY OF THE ANSWERS TO THE CEO. THE CEO, IN CONJUNCTION WITH THE CHAIRMAN OF THE BOARD, PURSUES ANY NECESSARY FOLLOW-UP. THE BOARD'S BYLAWS ALSO REQUIRE NOTIFICATION TO THE CHAIRMAN OF ANY POTENTIAL CONFLICTS AT THE TIME THE CONFLICT ARISES. ONCE NOTICE OF A POTENTIAL CONFLICT IS RECEIVED, THE CHAIRMAN OF THE BOARD APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO PERFORM DUE DILIGENCE ON THE POTENTIAL CONFLICT. ONCE THE DUE DILIGENCE IS PERFORMED A DISCUSSION OF THE FACTS IS PRESENTED TO THE REMAINDER OF THE BOARD MEMBERS (WITH THE MEMBER POTENTIALLY CONFLICTED NOT PRESENT) WHO VOTE ON WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE CORPORATION. IF A CONFLICT IS DISCOVERED WHICH WAS NOT REPORTED, THE BOARD MAY TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. PART VI, LINES 15A & B: SEE SCHEDULE J, SUPPLEMENTAL INFORMATION. PART VI, LINE 19: THE ORGANIZATION MAKES ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT CURRENTLY AVAILABLE TO THE PUBLIC. THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE UPON REQUEST. PART IX, LINE 11, COLUMN A: BEHAVIORAL HEALTH: $637,867 LAUNDRY: $248,012 CONTRACTED PHYSICAL THERAPY: $210,962 REGISTRY NURSING: $279,520 SECURITY: $608,536 FOOD SERVICES AND HOUSEKEEPING: $2,133,059 CHAPLANCY SERVICES: $126,450 TEMPORARY EMPLOYEES: $427,978 OTHER CONTRACTED SERVICES: $1,591,765 TOTAL PART IX, LINE 11G: $6,264,149 PART XI, LINE 9: TRANSFERS OF NET ASSETS TO MPTF RESULTING FROM THE CLOSEOUT OF MPTF MEDICAL GROUP INC.: $(620,775) MINIMUM PENSION LIABILITY: $2,605,190 CHANGE IN SPLIT INTEREST AGREEMENTS: $(75,397) NET GAIN FROM UNCOLLECTIBLE PLEDGES: $134,338 TOTAL PART XI, LINE 9: $2,043,356 BEFORE & AFTER PRODUCTIONS LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 030537114 FUNDRAISING DE 0 0 NA THE INDUSTRY ADVANTAGE LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 208827584 HEALTH CARE DE MPTF C 452166 507924 1.00000 true POOLED INCOME TRUST SPLIT-INT TRUST CA NA T false CHARITABLE REMAINDER TRUST SPLIT-INT TRUST CA NA T false false false false false false false false false false false false true true true true true true true true THE INDUSTRY ADVANTAGE LLC Q 39748 SEE PART VII PART V, LINE 2(1), COLUMN (D): A PORTION OF THE CORPORATE OVERHEAD EXPENSES ARE ALLOCATED BY MPTF TO THE INDUSTRY ADVANTAGE, LLC. IN THE WELLNESS PROGRAM.