2012-11-12T13:34:27-06:00 2011-12-31 PricewaterhouseCoopers LLP 1301 K STREET NW SUITE 800W WASHINGTON DC 200053333 990 2011-01-01 951652916 MOTION PICTURE AND TELEVISION FUND % FRANK GUARRERA MOTI 8188764133 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 913642792 FRANK GUARRERA 2012-11-12 true 2024141000 2011 2016-02-24 21:20:13Z BOB BEITCHER 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 147798937 false X WWW.MPTVFUND.ORG X 1921 CA TO ENRICH THE LIVES OF OUR ENTERTAINMENT COMMUNITY BY CONTINUOUSLY EVOLVING TO MEET THEIR HEALTH AND HUMAN SERVICE NEEDS. 15 14 833 611 271982 247122 14471534 16834138 63353092 62690433 7723943 5062571 -1168328 -1704440 84380241 82882702 1527758 1508093 0 0 48920021 56448009 186270 178800 1794657 52901696 48633592 103535745 106768494 -19155504 -23885792 216194278 192929126 94282101 102020013 121912177 90909113 X TO ENRICH THE LIVES OF PEOPLE IN OUR ENTERTAINMENT COMMUNITY BY CONTINUOUSLY EVOLVING TO MEET THEIR HEALTH AND HUMAN SERVICES NEEDS. WE ARE DEDICATED TO OFFERING PROGRAMS AND CHARITABLE SERVICES WHICH ARE PROVIDED WITH COMPASSION AND RESPECT FOR THE DIGNITY OF THE WHOLE PERSON. false false 41783367 0 42458236 MPTF PROVIDES OUTPATIENT MEDICAL SERVICES AT ITS EIGHT HEALTH CENTERS LOCATED THROUGHOUT THE GREATER LOS ANGELES AREA. SERVICES INCLUDE PRIMARY MEDICAL CARE, OUTPATIENT SURGERY, RADIOLOGY, LABORATORY, PHYSICAL THERAPY AND PHARMACY SERVICES. 2011 SERVICE VOLUMES INCLUDED 154,500 OUTPATIENT HEALTH CENTER VISITS AND 2,800 OUTPATIENT SURGERIES. 26583269 0 10340627 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, INPATIENT SURGERY, RADIOLOGY, LABORATORY, PHYSICAL THERAPY, PHARMACY AND RESPIRATORY THERAPY SERVICES. 2011 SERVICE VOLUMES INCLUDED 24,000 TOTAL PATIENT DAYS AND 17 INPATIENT SURGERIES. 20790307 1508093 9891570 MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING RETIREMENT COMMUNITY ACCOMMODATIONS, RESIDENTIAL SUBSIDIES, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. 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23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364

OUTPATIENT CLINIC TOLUCA LAKE HEALTH CENTER

4323 RIVERSIDE DRIVE BURBANK CA 91505

OUTPATIENT CLINIC BOB HOPE HEALTH CENTER

335 NORTH LA BREA AVENUE LOS ANGELES CA 90036

OUTPATIENT CLINIC WESTSIDE HEALTH CENTER

1950 SAWTELLE BOULEVARD SUITE 130 LOS ANGELES CA 90025

OUTPATIENT CLINIC SANTA CLARITA HEALTH CENTER

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OUTPATIENT CLINIC NORTH VALLEY HEALTH CENTER

11550 INDIAN HILLS ROAD SUITE 200 MISSION HILLS CA 91345

OUTPATIENT CLINIC GLENDALE HEALTH CENTER

800 SOUTH CENTRAL AVENUE 305 GLENDALE CA 91204

OUTPATIENT CLINIC DREAMWORKS

1000 FLOWER STREET GLENDALE CA 91201

OUTPATIENT CLINIC PART I, LINE 6A: FOR THE YEAR 2011, THE ORGANIZATION HAS FILED ITS COMMUNITY BENEFIT REPORT 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 48% OF MPTF'S RETIREMENT COMMUNITY RESIDENTS RECEIVE SOME LEVEL OF FINANCIAL SUBSIDY FROM MPTF. 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, OVER 85 LIFESTYLE AND FAMILY LEARNING COURSES, THE SHAVELSON MEDIA ROOM WHICH PROVIDES RETIREE OPERATED TELEVISION PROGRAMMING, MUSIC THERAPY AND ARTS AND CRAFTS. MPTF ALSO PARTNERS WITH REBUILDING TOGETHER TO PROVIDE SAFETY ASSESSMENTS AND PHYSICAL IMPROVEMENTS TO HOMES OF RETIREES LIVING IN THE COMMUNITY. IN ADDITION, MPTF PROVIDES CHILDCARE SERVICES FOR APPROXIMATELY 100 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 6 IS THE AMOUNT AS FILED ON THE MEDICARE COST REPORT FOR 2011. 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 CARE APPLICATION. AFTER REVIEWING THE PACKAGE AND IF THE PATIENT QUALIFIES THE AMOUNTS OWED ARE RECORDED AS CHARITY. PART V, SECTION B, LINE 13G: 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 15E: MONTHLY INVOICE STATEMENTS INDICATING THE OUTSTANDING BALANCES DUE WERE SENT TO THE PATIENT. PART V, SECTION B, LINE 16E: MONTHLY INVOICE STATEMENTS INDICATING THE OUTSTANDING BALANCES DUE WERE SENT TO THE PATIENT. PART V, SECTION B, LINE 19D: MOST OF THE PATIENTS (95%) ARE INSURED AND TYPICALLY REQUIRE ASSISTANCE FOR COINSURANCE AMOUNTS WHICH ARE ADJUSTED BASED ON FAP. 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 CARE AT THE POINT OF REGISTRATION/ADMITTING. IN EACH SUCH AREA, SIGNS DESIGNED TO INFORM THE PATIENT OF THE AVAILABILITY OF CHARITY 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. IN SUCH CASES THE CHARITY 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 17,000 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 614 1508093 0 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 LICENSED SOCIAL SERVICE PROFESSIONALS. A SOCIAL WORKER COMPLETES A DETAILED APPLICATION AND SCREENING PROCESS FOR EACH APPLICANT. THE APPLICATION IS THEN REVIEWED AND APPROVED BY A MANAGER OR SUPERVISOR PRIOR TO PROVISION OF ANY FINANCIAL ASSISTANCE. IF THE CUMULATIVE AMOUNT OF FINANCIAL ASSISTANCE TO THE INDIVIDUAL EXCEEDS $5,000, THE RELATED APPLICATION IS SUBMITTED TO MPTF'S CASE COMMITTEE FOR REVIEW AND APPROVAL. X X X X X X true true false false false false false true false ROBERT L BEITCHER 550860 0 196666 0 4125 0 8151 0 16176 0 775978 0 0 0 DAVID B TILLMAN MD 0 0 0 0 597320 0 251342 0 0 0 848662 0 597320 0 FRANK J GUARRERA 332129 0 50000 0 16818 0 165386 0 16690 0 581023 0 0 0 KEN W SCHERER 270926 0 50000 0 13229 0 211765 0 16055 0 561975 0 0 0 SETH H ELLIS 240817 0 50000 0 7264 0 66527 0 20764 0 385372 0 0 0 JANICE R SPINNER MD 0 233228 0 28199 0 12916 0 43208 0 14249 0 331800 0 0 MICHAEL H KUEHL 190466 0 35000 0 6294 0 12191 0 12088 0 256039 0 0 0 NANCY P RUBIN 177981 0 28502 0 800 0 3472 0 14006 0 224761 0 0 0 SUSAN V POPROCK 156873 0 29999 0 9734 0 15414 0 15104 0 227124 0 0 0 SHARON A SIEFERT 184801 0 25704 0 236 0 1804 0 17191 0 229736 0 0 0 NEAL E CUTLER 170310 0 33912 0 1361 0 1600 0 20764 0 227947 0 0 0 BRADLEY W BEVERAGE 159748 0 31316 0 207 0 11974 0 17055 0 220300 0 0 0 ANNA MANGINI 129774 0 25679 0 5691 0 16596 0 14638 0 192378 0 0 0 JULIA E KYLE 132436 0 18878 0 150 0 2295 0 12023 0 165782 0 0 0 JEFF D ARNETT 125527 0 18454 0 2586 0 3008 0 15958 0 165533 0 0 0 PART I, LINE 4A: THE EMPLOYMENT OF DR. TILLMAN, THE CEO, ENDED DURING FEBRUARY 2010, AFTER 14 YEARS OF SERVICE, 10 AS ITS CEO. AS PART OF THE SEPARATION AGREEMENT AND CONTRACTUAL OBLIGATIONS, DR. TILLMAN RECEIVED CONTINUED BASE COMPENSATION (SEVERANCE BENEFITS) IN THE AMOUNT OF $591,052 IN 2011. ADDITIONAL SEVERENCE BENEFITS TOTALING $60,571 WILL BE PAID OUT THROUGH FEBRUARY 2012 AND ARE SHOWN IN DEFERRED COMPENSATION. 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 ITS EXECUTIVES. IN 2011, CERTAIN EXECUTIVES PARTICIPATED IN MPTFS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (EXECUTIVE SERP). 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 2010 AND 2011 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 2011 THE RATE OF 5.59% WAS USED TO COMPUTE THE CHANGE IN MARKET VALUE. THIS RATE WAS BASED ON THE RATE USED IN THE JANUARY 1, 2012 ACTUARIAL VALUATION OF THE MPTF RETIREMENT INCOME PLAN WHICH REFLECTS A 24 MONTH AVERAGE OF CORPORATE BOND RATES. THE EMPLOYMENT OF DR. TILLMAN, THE CEO, ENDED DURING FEBRUARY 2010. DEFERRED COMPENSATION OF $251,342 WHICH REPRESENTS HIS VESTED PORTION OF INCREASE IN ANNUAL ACCRUED BENEFIT FOR 2011 IS INCLUDED IN SCHEDULE J, PART II, COLUMN (C). FRANK GUARRERA, KEN SCHERER, AND SETH ELLIS ALSO PARTICIPATE IN THE EXECUTIVE SERP. THE DEFERRED COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (C) REPRESENTS THEIR PORTION OF THE INCREASE IN ANNUAL ACCRUED BENEFIT FOR 2011. 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 2010 PLAN YEAR, PAYABLE IN 2011, THE GOVERNANCE COMMITTEE AUTHORIZED AND APPROVED THE AMOUNT OF INCENTIVE PAID. THE CEO'S INCENTIVE PAY FOR THE 2011 PLAN YEAR WAS PAID IN 2011. CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTH 680164610 130911V64 2006-02-09 41325000 PROCEEDS TO REFUND PRIOR ISSUE false false false 8550000 0 41325000 0 0 0 819897 1239098 0 0 39266005 0 2006 true false true true 0 true false true true MERRILL LYNCH 17.9 false false false 0 false true SEE PART V FOR DETAIL SCHEDULE L, PART IV: THE MOTION PICTURE & TELEVISION FUND MEDICAL GROUP, INC. ("MEDICAL CORPORATION") IS A CALIFORNIA PROFESSIONAL MEDICAL CORPORATION. THE MEDICAL CORPORATION'S PURPOSE, AS RESTRICTED IN ITS BYLAWS, IS 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 MAY NOT ENGAGE IN ANY OTHER PROFESSIONAL PRACTICE OR BUSINESS ACTIVITY AND MAY 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 IS THE CURRENT SHAREHOLDER. 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. PATRICK B. PURCELL IS A DIRECTOR OF MPTF AND AN INDEPENDENT OUTSIDE DIRECTOR OF FPA NEW INCOME, INC. (FPA), A LARGE PUBLICLY TRADED MUTUAL FUND. DURING 2011, MPTF'S INVESTMENT IN THE FUND DECLINED FROM $11.7 MILLION TO $1.1 MILLION. MPTF PAYS THE STANDARD INSTITUTIONAL MUTUAL FUND ANNUAL MANAGEMENT FEE OF 0.50% ON THE INVESTED BALANCE. INVESTMENT DECISIONS ARE MADE BY THE INVESTMENT COMMITTEE OF THE BOARD BASED ON RECOMMENDATIONS OF THE FUND'S OUTSIDE INVESTMENT CONSULTANT. MR. PURCELL DOES NOT SERVE ON THE INVESTMENT COMMITTEE. X 2968 SEE PART II X 12983 SEE PART II X 1 8000 SEE PART II X 2 4463 SEE PART II X 3 600 SEE PART II X 5 10149 SEE PART II X ADVERTISING 2 429945 SEE PART II X DONOR GIFTS 99 48134 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, EXCEPT FOR THE PUBLICLY TRADED SECURITIES WHICH WERE DELIVERED TO MPTF'S STOCKBROKER AT MORGAN STANLEY SMITH BARNEY. THOSE CONTRIBUTIONS WERE RECORDED AT THE FAIR MARKET VALUE SHOWN ON THE STATEMENTS FROM MORGAN STANLEY SMITH BARNEY. 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 PROVIDES OVER $6.0 MILLION IN RESIDENTIAL CARE SUBSIDY IN 2011. TOTAL 2011 RESIDENTIAL DAYS WERE 57,000. MPTF PROVIDED TEMPORARY FINANCIAL ASSISTANCE IN EXCESS OF $1.5 MILLION IN 2011 FOR RENT, FOOD, HOUSING, HEALTH INSURANCE PREMIUMS AND OTHER NEEDS. MPTF'S COMMUNITY BASED SOCIAL SERVICE ACTIVITIES INCLUDE INDIVIDUAL AND GROUP COUNSELING, ASSESSMENTS, INFORMATION REFERRALS AND INCREASED ASSISTANCE FOR SENIORS WISHING TO REMAIN IN THEIR OWN HOMES THROUGH HOME MODIFICATIONS, VOLUNTEER VISITING PROGRAMS AND THE ADDITION OF A VOLUNTEER TRANSPORTATION NETWORK TO HELP COMBAT ISOLATION. TOTAL SOCIAL SERVICE CONTACTS WERE 21,500. BUILDING ON THESE MULTIPLE SERVICES, THE MPTF CENTER ON AGING IS DEVELOPING A "COMMUNITY" OF SUPPORT THROUGH THE FORMATION OF NATURALLY OCCURING RETIREMENT COMMUNITIES (NORCS) THROUGHOUT SOUTHERN CALIFORNIA. THE PURPOSE OF THE NORC IS TO EXTEND THE CARE AND SERVICE REACH OF MPTF TO HUNDREDS OF INDUSTRY RETIREES WHO CHOOSE TO AGE IN PLACE AS OPPOSED TO LIVING IN A RETIREMENT FACILITY - A GROWING TREND NATIONWIDE. 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 7, 2012. THE AUDIT COMMITTEE REVIEWED AND APPROVED THE MOTION PICTURE AND TELEVISION FUND RETURN, PWC SIGNED AS PREPARER, AND THE CHIEF FINANCIAL OFFICER 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, LINE 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 11G, COLUMN B: THE PROGRAM SERVICE EXPENSES FOR OTHER FEES FOR SERVICES OF $12,632,244 INCLUDE COSTS RELATED TO FOOD SERVICES, THERAPY SERVICES, PHYSICIAN SERVICES, TEMPORARY HELP, TRANSCRIPTION SERVICES, SECURITY, REFERENCE LABORATORY, NURSING REGISTRY, LAUNDRY, HOUSEKEEPING AND RADIOLOGY SERVICES. PART IX, LINE 11G, COLUMN C: THE MANAGEMENT AND GENERAL EXPENSES OF $947,427 FOR FEES FOR OTHER SERVICES INCLUDE COSTS RELATED TO MANAGEMENT, HUMAN RESOURCES, ACCOUNTING, FINANCE, PAYROLL, LEGAL SERVICES, PUBLIC AFFAIRS, MARKETING AND COMMUNICATIONS, PLANNING AND INFORMATION TECHNOLOGY. PART XI, LINE 5: UNREALIZED LOSSES: -$2,903,699 MINIMUM PENSION LIABILITY: -$5,555,714 CHANGE IN SPLIT INTEREST AGREEMENTS: $1,477,141 BAD DEBT: -$135,000 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JANICE R. SPINNER M.D. TITLE:PRESIDENT, MPTF MEDICAL GROUP HOURS:40 BEFORE AND AFTER PRODUCTIONS LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 030537114 FUNDRAISING DE 0 896933 NA MOTION PICTURE & TELEVISION MEDICAL GRP 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 954415773 MEDICAL GROUP CA NA C 0 0 0.00000 THE INDUSTRY HEALTH NETWORK LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 208827584 HEALTH CARE DE NA C 0 239703 1.00000 MPTF POOLED INCOME FUND I 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 956853834 SPLIT-INT TRU CA NA TRUST 0 0 0.00000 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 2776001 SEE PART VII MOTION PICTURE & TELEVISION FUND MEDICAL GRP O 1144874 SEE PART VII PART V, LINE 2(1), 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(2), 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.