WRITERS GUILD-INDUSTRY HEALTH FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WRITERS GUILD-INDUSTRY HEALTH FUND (EIN 23-7108536)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349310350
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T17:49:50-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237108536 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Writers Guild - Industry Health Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WRIT | NameControl |
| Phone | 8188461015 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 N Hollywood Way | AddressLine1 |
| City | Burbank | City |
| State | CA | State |
| ZIP Code | 91505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERENCE L YOUNG | Name |
| Title | CEO | Title |
| Date Signed | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TERENCE L YOUNG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 N HOLLYWOOD WAY | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1045413256 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WGAPLANS.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE FUND PROVIDES HEALTH BENEFITS AND RELATED ADMINISTRATIVE EXPENSES INCURRED FOR THE BENEFIT OF ELIGIBLE MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 75 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 83431131 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 88223216 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -82842 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10150521 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 858137 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1307200 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 84206426 | TotalRevenuePriorYear |
| Total Revenue Current Year | 99680937 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 75195858 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 85540232 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3413963 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4314532 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5025566 | OtherExpensePriorYear |
| Other Expenses Current Year | 5939518 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 83635387 | TotalExpensesPriorYear |
| Total Expenses Current Year | 95794282 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 571039 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3886655 | RevenuesLessExpensesCY |
| Total Assets BOY | 240083085 | TotalAssetsBOY |
| Total Assets EOY | 263949011 | TotalAssetsEOY |
| Total Liabilities BOY | 45266032 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 61679032 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 194817053 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 202269979 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FUND PROVIDES HEALTH BENEFITS AND RELATED ADMINISTRATIVE EXPENSES INCURRED FOR THE BENEFIT OF ELIGIBLE MEMBERS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE FUND PROVIDES HEALTH BENEFITS AND RELATED ADMINISTRATIVE EXPENSES INCURRED FOR THE BENEFIT OF ELIGIBLE MEMBERS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2895 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 75 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERENCE YOUNG | NamePerson |
| Telephone Number | 8188461015 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 N HOLLYWOOD WAY | AddressLine1 |
| City | BURBANK | City |
| State | CA | State |
| ZIP Code | 91505 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Neal Baer | |||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | ||
| jean bonini | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| john bowman | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| j keith gorham | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| virginia hoyt | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| harry isaacs | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| stephen koppekin | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| hank lachmund | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| george malko | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| lowell peterson | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| adam rodman | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| marc sandman | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| steven schWartz | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| mark stubbington | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| ann widdifield | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| david young | |||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||
| john auerbach | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| tiffany burrell | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| stephen carroll | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| tom cook | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| Jill glosser | |||||||
| ALTERNATE TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| barbara greyhosky | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| chris keyser | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| timothy j lea | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| carol lombardini | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| john mendosa | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| wayne runyon | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| Robert scheinder | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| robin swicord | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| david weiss | |||||||
| alternate trustee | 1.0 | X | 0 | 0 | 0 | ||
| terence l young | |||||||
| chief executive officer | 40.0 | 183750 | 367500 | 47412 | X | ||
| Gregory Suiler | |||||||
| chief operating officer | 40.0 | 97500 | 195000 | 32562 | X | ||
| stephen balman | |||||||
| IT Director | 40.0 | 106600 | 164000 | 32749 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 387850 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 726500 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 112723 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CEDARS SINAI MEDICAL CARE FOUNDATIO | |||||
| PO BOX 51284 | LOS ANGELES | CA | 90051 | HOS/HTH CARE BENEFIT | 10094753 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | HOS/HTH CARE BENEFIT | 1487791 |
| SAINT JOHN'S HOSPITAL AND HEALTH CE | |||||
| 1328 22ND STREET | SANTA MONICA | CA | 90404 | HOS/HTH CARE BENEFIT | 1417309 |
| UCLA MEDICAL CENTER | |||||
| 757 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | HOS/HTH CARE BENEFIT | 1388983 |
| PROVIDENCE ST JOSEPH MEDICAL CENTE | |||||
| PO BOX 30027 | LOS ANGELES | CA | 90030 | HOS/HTH CARE BENEFIT | 1246798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 28 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYEE CONTRIBUTIONS | 525100 | 81377074 | 81377074 |
| EMPLOYER CONTRIBUTIONS | 525100 | 4430955 | 4430955 |
| DEPENDENT PREMIUMS | 525100 | 2415187 | 2415187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 88223216 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6063954 | TotalRevenueColumn |
| Exclusion | $6,063,954 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 949818886 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 945732319 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4086567 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4086567 | TotalRevenueColumn |
| Exclusion | $4,086,567 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| 3RD PARTY CLAIM REIMBURSEMENTS | 524298 | 1053352 | 1053352 | |
| EMPLOYER AUDIT COLLECTIONS | 524298 | 112940 | 112940 | |
| CLASS ACTION LITIGATION SETTLEMENT | 524298 | 97341 | $97,341 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 43567 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43567 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1307200 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99680937 | TotalRevenueColumn |
| Related Or Exempt Function Income | 89433075 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,247,862 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85540232 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427409 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2911637 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189454 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525529 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260503 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314308 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100993 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474176 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956463 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729082 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386320 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339194 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19071 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68167 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 746 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1091721 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293435 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| EQUIPMENT LEASING | 151920 |
| OTHER EXPENSES | 13922 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95794282 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178348 | BOY |
| EOY | 812994 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18279659 | BOY |
| EOY | 13924003 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14281738 | BOY |
| EOY | 12330384 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179103 | BOY |
| EOY | 201854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11551572 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3614417 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8544225 | BOY |
| EOY | 7937155 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115935709 | BOY |
| EOY | 141299385 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45494618 | BOY |
| EOY | 49465132 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36189685 | BOY |
| EOY | 37978104 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240083085 | BOY |
| EOY | 263949011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 723155 | BOY |
| EOY | 694137 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1308226 | BOY |
| EOY | 1598277 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43234651 | BOY |
| EOY | 59386618 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45266032 | BOY |
| EOY | 61679032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194817053 | BOY |
| EOY | 202269979 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194817053 | BOY |
| EOY | 202269979 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240083085 | BOY |
| EOY | 263949011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3886655 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3566271 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11551572 | OtherCostOrOtherBasis |
| Depreciation | 3614417 | Depreciation |
| Book Value | 7937155 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 7937155 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMON COLLECTIVE TRUSTS | Description |
| Book Value | 49465132 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49465132 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FV COLLATERAL HELD - SEC LENT | Description |
| Book Value | 37978104 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 37978104 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| VALUE OF COLLATERAL OWED | $37,978,104 |
| DUE TO BROKER FOR SECURITIES | $21,408,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 59386618 | TotalOfAmounts |
| Total Revenue | 99680937 | TotalRevenue |
| Total Expenses | 95794282 | TotalExpenses |
| Excess Or Deficit For Year | 3886655 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3566271 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3566271 | TotalAdjustments |
| Excess Or Deficit Per FS | 7452926 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 103247208 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3566271 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3566271 | RevenueNotRptdF990 |
| Revenue Subtotal | 99680937 | RevenueSubtotal |
| Total Revenue Per Form990 | 99680937 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 95794282 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 95794282 | ExpensesSubtotal |
| Total Expenses Per Form990 | 95794282 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| terence l young | |||||||||||
| 150000 | 300000 | 30000 | 60000 | 3750 | 7500 | 0 | 0 | 15804 | 31608 | 199554 | 399108 |
| Gregory Suiler | |||||||||||
| 87500 | 175000 | 10000 | 20000 | 0 | 0 | 0 | 0 | 10854 | 21708 | 108354 | 216708 |
| stephen balman | |||||||||||
| 91000 | 140000 | 15600 | 24000 | 0 | 0 | 0 | 0 | 12901 | 19848 | 119501 | 183848 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J Part 1 Line 1 | Identifier |
| Explanation | Robert Scheidner and George Malko received first-class travel. This cost is reimbursed under an Accountable Plan and is not treated as taxable compensation. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| form 990 Part vi, line 2 | family/business relationships | Trustee Stephen Koppekin is the father-in-law of trustee Mark Stubbington. |
| form 990, part vi, line 11 | provision of a copy of form 990 to all members of governing body | The Chief Executive Officer reviews the 990 and a copy of the return is provided to the trustees subsequent to filing. |
| Form 990, Part VI, Line 12c | conflicts of interest policy | Disclosure of Actual or Potential Conflict of Interest: Should any individual covered by this Policy determine that he possesses an actual conflict or potential conflict of interest, such individual must disclose the existence of the financial interest or relationship giving rise to the conflict and disclose all relevant facts prior to participating in any decision to enter into proposed transaction or arrangement or, if later, as soon as the actual or potential conflict is recognized. In addition, at least once annually, Trustees and other individuals subject to this policy will be asked to disclose in writing any relationships or interests that could give rise to a conflict. Procedure upon identification of a Conflict of Interest Consistent with their fiduciary obligations under ERISA, the Trustees may proceed with or continue a transaction despite the existence of an actual or possible conflict of interest involving one or more Trustees or other fiduciaries subject to this Policy if all of the following are observed: A. The conflicting interest is fully disclosed and documented in writing; B. The trustees or other fiduciary with the conflict of interest is excluded from the discussion and approval of such transaction and does not attempt to influence the decision in any way; and C. The Board determines that the transaction is in the best interests of the Trust, the terms of the transaction are fair with respect to terms available through arms-length transactions in the marketplace and the transaction does not constitute a non-exempt prohibited transaction under ERISA. |
| Form 990, Part VI Line 15b | determination of compensation for other officers/key employees | Comparable data is gathered and analyzed, a salary structure with bands and job titles is prepared, and the chief executive officer determines individual salary increases. Review and approval of the process for compensation is documented in the minutes. |
| Form 990, Part VI Line 19 | availability of documents | governing documents are available on the website wgaplans.org. financial statements are available upon request. |
| Form 990, Part XI, Line 5 | Change in net assets/fund balances | The amount of $3,566,271 consists of unrealized gain on investments. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | producer-writers guild of am pension pln | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 n hollywood way | AddressLine1 |
| City | burbank | City |
| State | CA | State |
| ZIP Code | 91505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952216351 | EIN |
| Primary Activities | pension plan | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 401A | ExemptCodeSection |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
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