2015-11-12T17:47:35-06:00 2014-12-31 PRICEWATERHOUSECOOPERS LLP 600 13TH STREET NW SUITE 1000 WASHINGTON DC 200053005 990 2014-01-01 951652916 MOTION PICTURE AND TELEVISION FUND % MICHAEL KUEHL MOTI 8188764133 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 913642792 ROBERT L BEITCHER CEO 8188764133 2015-11-11 true MICHELLE G MICHALOWSKI P00755304 2024141000 2014 2016-02-25 16:41:14Z ROBERT L BEITCHER 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 200324642 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 14 771 505 282679 252051 45496752 37982991 53735795 32905056 10484882 19034623 -897429 -775592 108820000 89147078 1341420 1270497 0 0 54403417 42623161 160800 139370 1435803 38237297 33969794 94142934 78002822 14677066 11144256 187659852 185003300 60212145 68301563 127447707 116701737 X WE SUPPORT OUR ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITH DIGNITY AND PURPOSE, AND HELPING EACH OTHER IN TIMES OF NEED. false true 23361575 0 9097383 MPTF PROVIDES INPATIENT MEDICAL SERVICES AT ITS 250-BED FACILITY LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS. SERVICES INCLUDE ACUTE, SKILLED NURSING AND ALZHEIMERS CARE, RADIOLOGY, LABORATORY, PHYSICAL THERAPY, PHARMACY AND RESPIRATORY THERAPY SERVICES. 2014 SERVICE VOLUMES INCLUDED 24,800 TOTAL PATIENT DAYS. 21616650 0 16315709 MPTF PROVIDED OUTPATIENT MEDICAL SERVICES AT ITS SIX HEALTH CENTERS LOCATED THROUGHOUT THE GREATER LOS ANGELES AREA. SERVICES INCLUDED PRIMARY MEDICAL CARE, OUTPATIENT SURGERY, RADIOLOGY, LABORATORY, PHYSICAL THERAPY AND PHARMACY SERVICES. EFFECTIVE JUNE 1, 2014, OWNERSHIP AND OPERATIONAL MANAGEMENT OF THE HEALTH CENTERS TRANSFERRED TO UCLA HEALTH. FOR THE FIRST FIVE MONTHS OF 2014, SERVICE VOLUMES INCLUDED 61,500 OUTPATIENT HEALTH CENTER VISITS AND 900 OUTPATIENT SURGERIES. 18051568 1270497 7491964 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. 2014 SERVICE VOLUMES INCLUDED 55,000 RESIDENTIAL DAYS. (SEE SCHEDULE O) 63029793 true true false true false false false false false true true false false false true false false true false false false false false true true true true true false true true false false false false false true false true true true false false true true true true false false true 329 0 true 771 true true true false false false false true true false false false false false X 15 14 true false false false false false false true true false false true true true true true true true true false CA X MICHAEL KUEHL 8188764133 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 913642792 ROBERT L BEITCHER DIRECTOR/CHIEF EXEC OFFICER 40.0 0.0 X X 749523 0 33019 GEORGE CLOONEY DIRECTOR 1.0 0.0 X 0 0 0 DARCIE A DENKERT DIRECTOR 1.0 0.0 X 0 0 0 MARK FLEISCHER DIRECTOR 1.0 0.0 X 0 0 0 JIM GIANOPULOS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL KARLIN DIRECTOR 1.0 0.0 X 0 0 0 JEFFREY KATZENBERG DIRECTOR 1.0 0.0 X 0 0 0 HAWK KOCH DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW LOEB DIRECTOR 1.0 0.0 X 0 0 0 ROGER L MAYER DIRECTOR 1.0 0.0 X 0 0 0 A ROBERT PISANO DIRECTOR 1.0 0.0 X 0 0 0 PATRICK B PURCELL DIRECTOR 1.0 0.0 X 0 0 0 JAY D ROTH DIRECTOR 1.0 0.0 X 0 0 0 CASEY WASSERMAN DIRECTOR 1.0 0.0 X 0 0 0 DAVID WHITE DIRECTOR 1.0 0.0 X 0 0 0 KEN W SCHERER V.P., DEVELOPMENT 40.0 0.0 X 382650 0 -13605 FRANK J GUARRERA CHIEF FINANCIAL OFFICER 40.0 0.0 X 398445 0 197720 DAVID J ASPLUND CHIEF OPERATING OFFICER 40.0 0.0 X 284079 0 30348 JANICE R SPINNER MD PRES, MPTF MED GRP (THRU 5/14) 1.0 40.0 X 0 251774 22120 MICHAEL H KUEHL V.P., FINANCE 40.0 0.0 X 236904 0 27268 NANCY P RUBIN V.P., HUMAN RESOURCES 40.0 0.0 X 250999 0 26452 SHARON A SIEFERT V.P., LEGAL AFFAIRS 40.0 0.0 X 222755 0 25728 CHRIS G LIVANOS CHIEF INFORMATION OFFICER 40.0 0.0 X 223561 0 30344 RANDY G STONE CHIEF NURSING OFFCR THRU 10/14 40.0 0.0 X 217126 0 24136 BRADLEY W BEVERAGE CHIEF AUDIT EXECUTIVE 40.0 0.0 X 196428 0 32396 LINDA K HEALY NURSE PRACTIONER 40.0 0.0 X 186693 0 29447 JEFF D ARNETT DIRECTOR - 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THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT. 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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 NEEDS HEALTH 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 CENTRE 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/2014-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 ITS 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 WILL CONTINUE TO PROGRAM AN ANNUAL SUMMIT TO BRING THOSE INVOLVED IN PROVIDING HEALTHCARE TO THE ENTERTAINMENT INDUSTRY TOGETHER WITH NATIONAL SUBJECT MATTER EXPERTS. 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 AND 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, 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%. IN ADDITION, A DISCOUNT IS OFFERRED TO "SELF PAY" PATIENTS FOR OUTPATIENT SERVICES. 6 JACK H SKIRBALL HEALTH CENTER 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA TOLUCA LAKE HEALTH CENTER 4323 RIVERSIDE DRIVE BURBANK CA 91505 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA BOB HOPE HEALTH CENTER 335 NORTH LA BREA AVENUE LOS ANGELES CA 90036 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA WESTSIDE HEALTH CENTER 1950 SAWTELLE BOULEVARD SUITE 130 LOS ANGELES CA 90025 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA SANTA CLARITA HEALTH CENTER 25751 MCBEAN PARKWAY 210 VALENCIA CA 91355 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA DREAMWORKS ANIMATION 1000 FLOWER STREET GLENDALE CA 91201 OUTPATIENT CLINIC TRANSFERRED JUNE 1 TO UCLA PART I, LINE 6A: THE ORGANIZATION FILED ITS COMMUNITY BENEFIT REPORT IN 2013 WITH THE STATE OF CALIFORNIA WHO MAKES IT AVAILABLE UPON REQUEST. 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 41% 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, A MEDIA CENTER WHICH ENGAGES RETIREES IN WRITING, DEVELOPING, DIRECTING, AND PRODUCING PROGRAMMING FOR AN IN-HOUSE TELEVISION CHANNEL AND EXTERNAL OUTLETS. MPTF ALSO PROVIDES SAFETY ASSESSMENTS AND PHYSICAL IMPROVEMENTS TO HOMES OF RETIREES LIVING IN THE COMMUNITY. 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 2014. 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 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, 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 ON 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 THROUGH ITS HEALTH FACILITIES DESIGNED TO POSITIVELY IMPACT THE OVERALL HEALTH OF THOSE SERVED. SERVICES INCLUDED APPROXIMATELY 6,000 COMPREHENSIVE PHYSICAL EVALUATIONS AND FLU SHOT CLINICS. 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. true SHELTER, MEDICAL CARE, AND FOOD FOR INDIGENTS 474 1270497 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. X true 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 7853 0 25166 0 782542 0 0 0 KEN W SCHERER V.P., DEVELOPMENT 268299 0 50000 0 64351 0 -37061 0 23456 0 369045 0 27624 0 FRANK J GUARRERA CHIEF FINANCIAL OFFICER 331126 0 50000 0 17319 0 173960 0 23760 0 596165 0 0 0 DAVID J ASPLUND CHIEF OPERATING OFFICER 243403 0 40000 0 676 0 6998 0 23350 0 314427 0 0 0 JANICE R SPINNER MD PRES, MPTF MED GRP (THRU 5/14) 0 141343 0 107072 0 3359 0 5032 0 17088 0 273894 0 0 MICHAEL H KUEHL V.P., FINANCE 201307 0 29156 0 6441 0 9739 0 17529 0 264172 0 0 0 NANCY P RUBIN V.P., HUMAN RESOURCES 210300 0 38759 0 1940 0 7069 0 19383 0 277451 0 0 0 SHARON A SIEFERT V.P., LEGAL AFFAIRS 198087 0 24227 0 441 0 5574 0 20154 0 248483 0 0 0 CHRIS G LIVANOS CHIEF INFORMATION OFFICER 189485 0 33400 0 676 0 6888 0 23456 0 253905 0 0 0 RANDY G STONE CHIEF NURSING OFFCR THRU 10/14 155761 0 13004 0 48361 0 5324 0 18812 0 241262 0 0 0 BRADLEY W BEVERAGE CHIEF AUDIT EXECUTIVE 170371 0 25721 0 336 0 7739 0 24657 0 228824 0 0 0 LINDA K HEALY NURSE PRACTIONER 139000 0 47441 0 252 0 8661 0 20786 0 216140 0 0 0 JEFF D ARNETT DIRECTOR - FINANCE 127407 0 37325 0 2796 0 4348 0 20669 0 192545 0 0 0 JULIA KYLE PHARMACIST 146607 0 17225 0 165 0 4988 0 17538 0 186523 0 0 0 DAVID SOLTERO DIRECTOR - SNF 147589 0 14281 0 222 0 4817 0 17631 0 184540 0 0 0 PART I, LINE 1A: AMOUNTS REPORTED FOR MR. SCHERER IN COLUMN B (III) INCLUDE $21,705 FOR THE GROSS UP OF TAXES ASSOCIATED WITH THE 2014 INCOME TAXES DUE ON THE PRESENT VALUE OF HIS SERP BENEFIT. THE SERP PROVIDES FOR AN ACCELERATION OF BENEFITS IN AN AMOUNT TO COVER TAXES. THE POST-RETIREMENT SERP BENEFIT WILL BE REDUCED BY THE VALUE OF THESE PARTIAL LUMP SUM PAYMENTS. PART I, LINE 4A: THE EMPLOYMENT OF MR. STONE, THE CNO, ENDED IN OCTOBER 2014. AS PART OF THE SEPARATION AGREEMENT AND CONTRACTUAL OBLIGATIONS, MR. STONE RECEIVED CONTINUED BASE COMPENSATION (SEVERANCE BENEFITS) IN THE AMOUNT OF $40,814 IN 2014. PART I, LINE 4B: MPTF PROVIDES A STANDARD PROGRAM OF HEALTH AND WELFARE AND RETIREMENT BENEFITS TO ALL OF ITS EMPLOYEES AND LIMITED PERQUISITES TO SOME OF ITS EXECUTIVES. IN 2014, MR. GUARRERA AND MR. SCHERER WERE THE ONLY ACTIVE EMPLOYEES PARTICIPATING IN MPTF'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (EXECUTIVE SERP). BOTH HAVE REACHED THEIR MAXIMUM PERIOD OF SERVICE UNDER THE EXECUTIVE SERP. THE EXECUTIVE SERP 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 2013 AND 2014 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 2014 THE RATE OF 4.41% WAS USED TO COMPUTE THE CHANGE IN MARKET VALUE. THIS RATE WAS BASED ON THE RATE USED IN THE JANUARY 1, 2014 ACTUARIAL VALUATION OF THE MPTF RETIREMENT INCOME PLAN WHICH REFLECTS A 24 MONTH AVERAGE OF CORPORATE BOND RATES. THE DEFERRED COMPENSATION FOR FRANK GUERRERA AND KEN SCHERER SHOWN IN SCHEDULE J, PART II, COLUMN (C) REPRESENTS THEIR PORTION OF THE INCREASE OR (DECREASE) IN ANNUAL ACCRUED BENEFIT FOR 2014. IN ADDITION, DURING 2014, MR. SCHERER RECEIVED A PAYMENT FROM THE EXECUTIVE SERP OF $49,329 WHICH IS INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). SEE PREVIOUS RESPONSE TO PART I, LINE 1A FOR FURTHER EXPLANATION. PART VI, LINE 15 & SCHEDULE J, PART I, LINE 7 - COMPENSATION POLICY: THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ("GOVERNANCE 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 GOVERNANCE 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 ADVICE ON EXTERNAL MARKET PRACTICES, INCLUDING THE REVIEW OF 990S OF OTHER ORGANIZATIONS. THE GENERAL POLICY AND/OR PRACTICE OF THE GOVERNANCE COMMITTEE AND THE MANAGEMENT COMMITTEE IS TO COMPENSATE MPTF'S EXECUTIVES AT APPROXIMATELY THE MEDIAN OF THE MARKET FOR COMPARABLE ROLES AND RESPONSIBILITIES, WITH SUCH EXCEPTIONS AS THE GOVERNANCE COMMITTEE OR, AS APPLICABLE, THE MANAGEMENT COMMITTEE, DEEMS TO BE REASONABLE IN CONSULTATION WITH THE OUTSIDE CONSULTANT. MPTF MAINTAINS AN ANNUAL INCENTIVE PLAN THAT ALLOWS SENIOR EXECUTIVES AND SOME MANAGEMENT TO EARN AN INCENTIVE AWARD. FOR THE 2014 PLAN YEAR NO INCENTIVE WAS APPROVED BY THE GOVERNANCE COMMITTEE. UNDER A SEPERATE PLAN, THE CEO'S INCENTIVE PAY FOR THE 2014 PLAN YEAR WAS PAID IN 2014. SEE PART V FOR DETAIL SCHEDULE L, PART IV: THE MOTION PICTURE & TELEVISION FUND MEDICAL GROUP, INC. ("MEDICAL CORPORATION") WAS A CALIFORNIA PROFESSIONAL MEDICAL CORPORATION. THE MEDICAL CORPORATION'S PURPOSE, AS RESTRICTED IN ITS BYLAWS, WAS TO PROVIDE PROFESSIONAL SERVICES TO THE MOTION PICTURE AND TELEVISION FUND ("MPTF") AND THE INDUSTRY HEALTH NETWORK. BY WAY OF BYLAWS RESTRICTIONS AND WRITTEN AGREEMENT WITH MPTF, THE MEDICAL CORPORATION COULD NOT ENGAGE IN ANY OTHER PROFESSIONAL PRACTICE OR BUSINESS ACTIVITY AND COULD NOT CHANGE ITS BUSINESS PURPOSE WITHOUT THE APPROVAL OF MPTF'S BOARD. CALIFORNIA LAW REQUIRES THAT THE SOLE SHAREHOLDER OF THE MEDICAL CORPORATION BE A LICENSED PHYSICIAN. IN ADDITION TO THE BYLAWS' RESTRICTIONS ON THE SALE, TRANSFER OR ENCUMBRANCE OF ANY SHARES, THE SHAREHOLDER MUST AT ALL TIMES BE SERVING AS A MEDICAL OFFICER OF MPTF. JANICE SPINNER, M.D., WHO IS AN OFFICER AND THE MEDICAL DIRECTOR OF MEDICAL CORPORATION WAS THE CURRENT SHAREHOLDER. THE MEDICAL CORPORATION DISSOLVED AS OF 12/31/2014. BECAUSE MPTF PROVIDES SERVICES TO THE ENTERTAINMENT COMMUNITY, THERE ARE, FROM TIME TO TIME, MPTF DIRECTORS WHO SERVE ON OTHER ENTERTAINMENT RELATED ENTITIES. SOME OF THESE ENTERTAINMENT RELATED ENTITIES, WHICH INCLUDE INDUSTRY-BASED PENSION AND HEALTH PLANS, INDUSTRY RELATED UNIONS, PROFESSIONAL ADVISORS AND FOR PROFIT ENTERTAINMENT INDUSTRY COMPANIES ("SUPPORTING ENTITIES"), MAY FROM TIME TO TIME, SPONSOR MPTF FUNDRAISING OR CHARITABLE ACTIVITIES OR CONTRACT WITH AN MPTF ENTITY TO PROVIDE HEALTH, WELLNESS AND SOCIAL SERVICES TO THEIR INDUSTRY-ELIGIBLE BENEFICIARIES. MPTF, HOWEVER, DOES NOT FUND OR TRANSFER ASSETS TO ANY OF THESE SUPPORTING ENTITIES. X 1 150 SEE PART II X 6235 SEE PART II X 19253 SEE PART II X 4 356604 SEE PART II X 2 821 SEE PART II X ADVERTISING 7 245805 SEE PART II X DONOR GIFTS 49 175745 SEE PART II 0 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 3: EFFECTIVE JUNE 1, 2014, OWNERSHIP AND OPERATIONAL MANAGEMENT OF THE HEALTH CENTERS TRANSFERRED TO UCLA HEALTH. PART III, LINE 4C: 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 SERVICES REGARDLESS OF THEIR ABILITY TO PAY THE FEES. MPTF PROVIDED OVER $10.3 MILLION IN RESIDENTIAL CARE SUBSIDY IN 2014. TOTAL 2014 RESIDENTIAL DAYS WERE 55,000. MPTF PROVIDED TEMPORARY FINANCIAL ASSISTANCE TO INDUSTRY MEMBERS WAS APPROXIMATELY $1.3 MILLION IN 2014 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, VOLUNTEER VISITING PROGRAMS. MPTF IS ALSO ENGAGED IN A SENIOR TRANSPORTATION NETWORK TO HELP COMBAT SOCIAL ISOLATION. TOTAL SOCIAL SERVICE CONTACTS WERE 24,334. MPTF IS ALSO COMMITTED TO BUILDING GEOGRAPHICALLY-BASED COMMUNITIES OF INTEREST AMONG INDUSTRY RETIREES. THESE INCLUDE ACTIVITIES LIKE COMMUNITY "CONVERSATIONS" WITH PROGRAMS OF SPEAKERS, MOVIE NIGHTS, BOOK CLUBS, AND OTHER SOCIAL EVENTS. THEY ARE DIRECTED AT 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 INDIRECT 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. PRIOR TO FILING, THE FORM 990 AND ALL SUPPORTING SCHEDULES WERE REVIEWED IN DETAIL BY FINANCIAL MANAGEMENT AND CHAIRMAN OF THE AUDIT COMMITTEE. A DRAFT OF THE FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE AT THEIR MEETING ON NOVEMBER 12, 2015. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE MOTION PICTURE AND TELEVISION FUND RETURN, PWC SIGNED AS PREPARER, AND THE VICE PRESIDENT, FINANCE SIGNED ON BEHALF OF THE ORGANIZATION. THE COMPLETED RETURN WAS ELECTRONICALLY SENT TO THE FULL BOARD PRIOR TO THE FILING OF THE RETURN. PART VI, LINE 12C: AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS AND EMPLOYEES AT THE LEVEL OF DIRECTOR OR ABOVE. THE VICE PRESIDENT OF LEGAL AFFAIRS COLLECTS AND REVIEWS THE QUESTIONNAIRES AND THEN PREPARES A SUMMARY OF THE QUESTIONNAIRES FOR 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: CONTRACTED PHYSICAL THERAPY: $918,598; SECURITY: $666,821; FOOD SERVICE AND HOUSEKEEPING: $3,034,865; OTHER CONTRACTED SERVICES: $4,502,036 PART XI, LINE 9: MINIMUM PENSION LIABILITY: -$15,360,705; CHANGE IN SPLIT INTEREST AGREEMENTS: -$11,709; NET LOSS FROM UNCOLLECTIBLE PLEDGES: -$28,221; DISCHARGE OF DEBT: -$4,232,018 BEFORE AND AFTER PRODUCTIONS LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 030537114 FUNDRAISING DE 0 0 NA MOTION PICTURE & TELEVISION MEDICAL GRP 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 954415773 MEDICAL GROUP CA INDIVIDUAL C 0 0 0.00000 true THE INDUSTRY HEALTH NETWORK LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 208827584 HEALTH CARE DE MPTF C 1374097 470612 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 true true true true true true true true MOTION PICTURE & TELEVISION FUND MEDICAL GRP P 140674 SEE PART VII MOTION PICTURE & TELEVISION FUND MEDICAL GRP Q 1532611 SEE PART VII INDUSTRY HEALTH NETWORK LLC Q 104620 SEE PART VII MOTION PICTURE & TELEVISION FUND MEDICAL GRP R 4232018 SEE PART VII PART V, LINE 2(1), COLUMN (D): MPTF PAYS MOTION PICTURE & TELEVISION FUND MEDICAL GROUP A FLAT RATE FOR EACH VISIT BY A PATIENT WHO IS PARTICIPATING IN THE WELLNESS PROGRAM. PART V, LINE 2(2), COLUMN (D): A PORTION OF THE COST OF OPERATING THE HEALTH CENTERS IS ALLOCATED BY MPTF TO MOTION PICTURE & TELEVISION FUND MEDICAL GROUP IN PROPORTION TO ITS SHARE OF THE TOTAL NET REVENUE EARNED AT THE HEALTH CENTERS. PART V, LINE 2(3), COLUMN (D): A PORTION OF THE CORPORATE OVERHEAD EXPENSES ARE ALLOCATED BY MPTF TO THE INDUSTRY HEALTH NETWORK, LLC.