2012-03-30T09:19:23-05:00 2011-04-30 BDO USA LLP 633 THIRD AVENUE 13TH FLOOR NEW YORK NY 10017 990 2010-05-01 131676086 AMERICAN FEDERATION OF TELEVISION AND RADIO ARTISTS-NATIONAL AMER 3236348139 5757 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90036 JOHN EILHARDT 3236348139 2012-03-28 1 2123155000 2010 2016-02-24 21:20:13Z JOHN EILHARDT 48232641 0 X WWW.AFTRA.COM X 1952 CA NATIONAL UNION 77 0 261 0 0 0 32054453 32688514 0 0 506569 409091 2216161 2228409 34777183 35326014 0 0 0 0 20271051 22253268 0 0 0 12424464 11807510 32695515 34060778 2081668 1265236 30747875 33230353 18053865 19141743 12694010 14088610 TO ADVANCE, FOSTER, PROMOTE AND BENEFIT ALL THOSE CONNECTED WITH PERFORMANCES IN THE FIELDS OF RADIO, TELEVISION AND SOUND RECORDING AND TO PROTECT AND SECURE THE RIGHTS OF THESE PERSONS IN THEIR PROFESSIONAL ACTIVITIES. 0 0 THE ORG. EXISTS TO ADVANCE, FOSTER, PROMOTE AND BENEFIT ALL THOSE CONNECTED WITH PERFORMANCES IN THE FIELDS OF RADIO, TELEVISION AND SOUND RECORDING, AND TO PROTECT AND SECURE THE RIGHTS OF THESE PERSONS IN THEIR PROFESSIONAL ACTIVITIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 261 1 0 0 0 0 0 0 0 0 X 77 0 0 0 0 0 0 1 1 1 1 0 1 1 0 0 0 1 0 0 0 CA X JOHN EILHARDT 3236348139 5757 WILSHIRE BLVD 9TH FL LOS ANGELES CA 900363689 X TERRY WALKER 40.00 X 203688 0 38701 KIM ROBERTS HEDGPETH 40.00 X 369017 0 70114 JOHN EILHARDT 40.00 X 165874 0 31516 MATHIS DUNN 40.00 X 217619 0 41348 HARRY MAR 40.00 X 164432 0 31242 STEPHEN BURROW 40.00 X 301150 0 57218 WILLIAM THOMAS 40.00 X 217521 0 41329 JOAN WEISE 40.00 X 173050 0 32880 RANDALL HIMES 40.00 X 196001 0 37240 MELISSA GOODMAN 40.00 X 64147 0 12188 DONA SOMMERS 40.00 X 147469 0 28019 EILEEN WILLENBORG 40.00 X 93491 0 17764 CATHERINE NOWLIN 40.00 X 68990 0 13108 JOHN MILLER 40.00 X 83077 0 15785 JOHN L HAER 40.00 X 82077 0 15595 FRANK DU CHARME 40.00 X 118100 0 22439 COLLEEN AHO 40.00 X 81783 0 15539 PATRICIA O'DONNELL 40.00 X 171040 0 32498 RALPH BRAUN 40.00 X 158340 0 30085 PETER FUSTER 40.00 X 175439 0 33334 RICHARD LARKIN 40.00 X 238179 0 45254 EVELYN LAROCCA 40.00 X 123612 0 23486 DAVID SALVADOR 40.00 X 100433 0 19082 SEAN TAYLOR 40.00 X 142844 0 27141 DAVID BESBRIS 40.00 X 139155 0 26439 CONSUELO FLORES 40.00 X 89871 0 17076 MEREDITH SNOW 40.00 X 101338 0 19255 JEFF WALD 40.00 X 107320 0 20391 TRESLYN WILLIAMS 40.00 X 112837 0 21438 BRADFORD ANDERSON 40.00 X 98652 0 18744 TERRIE BJORKLUND 40.00 X 119088 0 22627 RAYMOND BRADFORD RODRIGUEZ 40.00 X 117002 0 22230 MEGAN CAPUANO 40.00 X 92890 0 17650 THOMAS CARPENTER 40.00 X 169934 0 32287 MARY CAVALLARO 40.00 X 130731 0 24839 ERIC CHAUDRON 40.00 X 134808 0 25613 CHRIS DE HAAN 40.00 X 141213 0 26831 PHILIP DENNISTON 40.00 X 153958 0 29252 MICHELE FIGURES 40.00 X 91890 0 17460 KENNETH GREENE 40.00 X 107481 0 20421 THOMAS HIGGINS 40.00 X 115083 0 21865 KAREN LIPNEY 40.00 X 97547 0 18534 JANE LOVE 40.00 X 114026 0 21665 ANTHONY PAPANDREA 40.00 X 112763 0 21425 ANDREW SCHEFMAN 40.00 X 111997 0 21280 NATASHA SHIELDS 40.00 X 162926 0 30956 CONSTANCE BEST 40.00 X 106816 0 20295 HERTA SUAREZ 40.00 X 108561 0 20626 ANN WOELK 40.00 X 137388 0 26104 6832648 0 1298208 38 0 1 0 PRICEWATERHOUSECOOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 19170 CONSULTING 732200 REICH ADELL & CVITAN 3550 WILSHIRE BLVD SUITE 2000 CHICAGO CA 900102314 LEGAL 241651 MESIROW INSURANCE SERVICES 353 NORTH CLARK STREET NEW YORK IL 60654 INSURANCE 212430 COHEN WEISS AND SIMON LLP 330 WEST 42ND STREET LOS ANGELES NY 10036 LEGAL 154015 TCG SOFTWARE INC 333 THORNALL STREET 2ND FL NEW YORK NJ 08837 CONSULTING 125663 7 32610878 77636 32688514 576163 576163 12739555 12906627 -167072 -167072 -167072 SAG CONTRACT PAYMENTS 515100 2228409 2228409 2228409 35326014 2061337 0 576163 7711062 12769625 431289 1341292 758045 123300 2798401 3164835 1469295 812348 480748 ORGANIZATION DUES 590224 COMPUTER EXPENSE 550691 CONSULTING 483583 COMMUNICATIONS - PUBLIC 335159 MISCELLANEOUS EXPENSES 174059 66822 34060778 5943 4652 13795600 14851814 744861 451858 14333040 11390074 2838763 2942966 12466160 13978833 74814 27335 0 821734 972895 30747875 33230353 3729553 3987166 4352347 3950230 9971965 11204347 18053865 19141743 X 12252623 13672489 441387 416121 12694010 14088610 30747875 33230353 X 1265236 129364 X X 0 1 1 X 0 1 0 0 84226 84226 0 3286162 2025641 1260521 10272473 9243575 1028898 690179 36632 653547 2942966 SEVERANCE PAY OBLIGATION 1202218 DEFERRED RENT PAYABLE 1521685 AMOUNTS RECEIVED FOR UNLOCATED MEMBERS 7669156 COLLECTIONS AWAITING DISPOSITION 811288 11204347 35326014 34060778 1265236 375547 25266 400813 1666049 33498418 375547 30141 405688 33092730 2233284 2233284 35326014 31832369 0 31832369 2228409 2228409 34060778 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AFTRA FOLLOWS THE ACCOUNTING GUIDANCE IN FASB ASC TOPIC 740-10, "INCOME TAXES." THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND REQUIRES AFTRA TO RECOGNIZE IN ITS FINANCIAL STATEMENTS ONLY TAX POSITIONS DETERMINED TO BE MORE LIKELY THAN NOT OF BEING SUSTAINED. AFTRA CLASSIFIES INTEREST AND PENALTIES ON SUCH UNCERTAINTIES AS INCOME TAX EXPENSE. ALTHOUGH AFTRA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (THE "CODE"), IT IS POSSIBLE THAT AFTRA'S TAX EXEMPT STATUS COULD BE CHALLENGED BY THE INTERNAL REVENUE SERVICE ("IRS"). ADDITIONALLY, DUE TO AMBIGUITY OF PROVISIONS OF THE CODE PERTAINING TO "UNRELATED BUSINESS INCOME," THE IRS COULD ASSESS INCOME TAXES ON INCOME EARNED BY AFTRA, WHICH AFTRA BELIEVES IS NOT SUBJECT TO INCOME TAXES. AFTRA BELIEVES IT HAS SUFFICIENT SUPPORT TO WITHSTAND ANY SUCH CHALLENGES AND, ACCORDINGLY, HAS NOT RECORDED A LIABILITY FOR SUCH AN EVENT. PART XI, LINE 8 - OTHER ADJUSTMENTS: DECREASE IN TEMPORARILY RESTRICTED REVENUE 25,266. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 30,141. PART XII, LINE 4B - OTHER ADJUSTMENTS: SAG CONTRACT PAYMENTS 2,228,409. TEMPORARILY RESTRICTED REVENUE 4,875. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SAG CONTRACT PAYMENTS 2,228,409. X 1 0 0 TERRY WALKER 130486 0 0 0 73202 0 8148 0 30553 0 242389 0 0 0 KIM ROBERTS HEDGPETH 369017 0 0 0 0 0 14761 0 55353 0 439131 0 0 0 JOHN EILHARDT 165874 0 0 0 0 0 6635 0 24881 0 197390 0 0 0 MATHIS DUNN 217619 0 0 0 0 0 8705 0 32643 0 258967 0 0 0 HARRY MAR 164432 0 0 0 0 0 6577 0 24665 0 195674 0 0 0 STEPHEN BURROW 301150 0 0 0 0 0 12046 0 45172 0 358368 0 0 0 WILLIAM THOMAS 217521 0 0 0 0 0 8701 0 32628 0 258850 0 0 0 JOAN WEISE 173050 0 0 0 0 0 6922 0 25958 0 205930 0 0 0 RANDALL HIMES 196001 0 0 0 0 0 7840 0 29400 0 233241 0 0 0 DONA SOMMERS 147469 0 0 0 0 0 5899 0 22120 0 175488 0 0 0 PATRICIA O'DONNELL 171040 0 0 0 0 0 6842 0 25656 0 203538 0 0 0 RALPH BRAUN 158340 0 0 0 0 0 6334 0 23751 0 188425 0 0 0 PETER FUSTER 175439 0 0 0 0 0 7018 0 26316 0 208773 0 0 0 RICHARD LARKIN 238179 0 0 0 0 0 9527 0 35727 0 283433 0 0 0 SEAN TAYLOR 142844 0 0 0 0 0 5714 0 21427 0 169985 0 0 0 DAVID BESBRIS 139155 0 0 0 0 0 5566 0 20873 0 165594 0 0 0 THOMAS CARPENTER 169934 0 0 0 0 0 6797 0 25490 0 202221 0 0 0 MARY CAVALLARO 130731 0 0 0 0 0 5229 0 19610 0 155570 0 0 0 ERIC CHAUDRON 134808 0 0 0 0 0 5392 0 20221 0 160421 0 0 0 CHRIS DE HAAN 141213 0 0 0 0 0 5649 0 21182 0 168044 0 0 0 PHILIP DENNISTON 153958 0 0 0 0 0 6158 0 23094 0 183210 0 0 0 NATASHA SHIELDS 162926 0 0 0 0 0 6517 0 24439 0 193882 0 0 0 ANN WOELK 137388 0 0 0 0 0 5496 0 20608 0 163492 0 0 0 PART I, LINE 4A TERRY WALKER COMPENSATION INCLUDES A SEVERANCE PAYMENT OF $73,202. SUBSEQUENT TO THE END OF THIS REPORTING YEAR BUT BEFORE THE END OF CALENDAR YEAR 2011 THE TAX-EXEMPT ENTITY DISCOVERED THAT IT MAY HAVE SECTION 457(F) AGREEMENTS THAT REQUIRED DETAILED ANALYSIS IN ORDER TO DETERMINE THEIR PROPER TAX AND REPORTING TREATMENT. A FINAL DETERMINATION WAS MADE SHORTLY BEFORE THE END OF CALENDAR YEAR 2011 AND THE REPORTING OF THE PAYMENTS MADE PURSUANT TO THESE AGREEMENTS WILL BE DISCLOSED IN THE SUBSEQUENT FORM 990 REPORTING YEAR WHICH INCLUDES CALENDAR YEAR 2011. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION CONSISTS OF 77 MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY THROUGH A VOTING PROCESS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN RESOLUTIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL OF THE MEMBERS THROUGH A VOTING PROCESS. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE AND PRESIDENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST AS PART OF LM-2 FILING. PART VII: SUBSEQUENT TO THE END OF THIS REPORTING YEAR BUT BEFORE THE END OF THE CALENDAR YEAR 2011 THE TAXPAYER DISCOVERED THAT IT MAY HAVE CERTAIN SECTION 457(F) AGREEMENTS THAT REQUIRED DETAILED ANALYSIS IN ORDER TO DETERMINE THEIR PROPER TAX AND REPORTING TREATMENT. A FINAL DETERMINATION WAS MADE SHORTLY BEFORE THE END OF CALENDAR YEAR 2011 AND THE REPORTING OF THE PAYMENTS MADE PURSUANT TO THESE AGREEMENTS WILL BE DISCLOSED IN THE SUBSEQUENT FORM 990 REPORTING YEAR WHICH INCLUDES CALENDAR YEAR 2011. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 375,547. PRIOR PERIOD ADJUSTMENTS: -246,183. TOTAL TO FORM 990, PART XI, LINE 5: 129,364. PART XII LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012, AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN. AFTRA THEATRE AUTHORITY FUND 260 MADISON AVE NEW YORK NY 10016 136107458 FINANCIAL ASSISTANCE FOR THE CARE OF NEEDY, SICK & INDIGENT MEMBER OF AFTRA NY 501(C)(3) 9 0 THE AFTRA FOUNDATION INC 5757 WILSHIRE BLVD LOS ANGELES CA 90036 133904351 PROVIDES SUPPORT OF EDUCATIONAL & CHARITABLE PURPOSES OF AFTRA. CA 501(C)(3) 11 0 AFTRA HEALTH FUND 260 MADISON AVE NEW YORK NY 10016 131790766 PROVIDES VARIOUS HEALTH BENEFITS NY 419 0 AFTRA RETIREMENT FUND 260 MADISON AVE NEW YORK NY 10016 136414972 PROVIDES RETIREMENT BENEFITS NY 401 0 AFTRA INDUSTRY COOPERATIVE FUND 260 MADISON AVE NEW YORK NY 10016 137204581 PROVIDES EDUCATIONAL & INFORMATIONAL ASSISTANCE TO PERFORMERS & PRODUCERS NY 419 0 AFTRA INDIVIDUAL ACCOUNT PLAN 260 MADISON AVE NEW YORK NY 10016 134048801 DEFINED CONTRIBUTION PROFIT SHARING PLAN NY 401 0 FRANK NELSON MEMORIAL SICK AND BENEFIT FUND OF AFTRA 5757 WILSHIRE BLVD LOS ANGELES CA 90036 954195212 PROVIDES EMERGENCY FINANCIAL AID AND RESOURCES TO QUALIFIED MEMBERS OF AFTRA CA 501(C)(3) 11 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 THE AFTRA FOUNDATION C 322927 CASH THE AFTRA FOUNDATION K 123188 CASH THE AFTRA FOUNDATION P 4961 CASH THE FRANK NELSON MEMORIAL SICK AND BENEFIT FUND OF AFTRA P 1291 CASH THE FRANK NELSON MEMORIAL SICK AND BENEFIT FUND OF AFTRA M 277 CASH THE FRANK NELSON MEMORIAL SICK AND BENEFIT FUND OF AFTRA N 30000 CASH AFTRA THEATRE AUTHORITY FUND P 2810 CASH