Totals
- Total revenue
- $420,054,522
- Total expenses
- $445,189,806
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $410,928,529
- Investment income
- $8,226,684
- Other revenue
- $899,309
- Total assets, end of year
- $512,185,163
- Total liabilities, end of year
- $80,927,341
- Net assets or fund balances, end of year
- $431,257,822
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $362,340,013 · related or exempt $362,340,012
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $48,588,516 · related or exempt $48,588,516
-
3 · Investment income
total $10,614,020 · excluded $10,614,020
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $428,315,731
-
7b · Less cost or other basis and sales expenses
securities $430,703,067
-
7c · Gain or loss
securities -$2,387,336
-
7d · Net gain or loss
total -$2,387,336 · excluded -$2,387,336
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $899,309 · related or exempt $899,310
-
11e · Other revenue, total
$899,309
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $397,426,742
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,599,022
-
11c · Fees: accounting
total $1,626,477
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,420,644
-
11g · Fees: other
total $12,155,222
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,161,065
-
14 · Information technology
total $4,499,689
-
15 · Royalties
total $0
-
16 · Occupancy
total $4,325,035
-
17 · Travel
total $218,792
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $12,374
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,107,819
-
23 · Insurance
total $864,353
-
24a · Other expenses: ADMIN SALARIES & BENEFITS
total $13,799,820
-
24b · Other expenses: P&H CONTRIBUTIONS
total $2,705,127
-
24c · Other expenses: ACA EXCISE FEES
total $140,515
-
24d · Other expenses: EMPLOYEE TRAINING
total $63,771
-
24e · All other expenses
total $63,339
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $107,281,066 · end of year $52,680,853
-
2 · Savings and temporary cash investments
beginning of year $107,597,066 · end of year $15,641,584
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $25,059,987 · end of year $28,320,070
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $669,328 · end of year $1,083,157
-
10a · Land, buildings and equipment: cost or other basis
$37,128,882
-
10b · Land, buildings and equipment: accumulated depreciation
$26,380,225
-
10c · Land, buildings and equipment, net
beginning of year $12,528,240 · end of year $10,748,657
-
11 · Investments: publicly traded securities
beginning of year $162,300,625 · end of year $223,620,824
-
12 · Investments: other securities
beginning of year $82,610,500 · end of year $164,191,750
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $6,494,713 · end of year $15,898,268
-
17 · Accounts payable and accrued expenses
beginning of year $27,514,067 · end of year $23,119,706
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $11,237,193 · end of year $14,445,030
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $32,215,528 · end of year $43,362,605
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $433,574,737 · end of year $431,257,822
Mission and programs · 2023
Mission
TO PROVIDE, PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS, HEALTH BENEFITS TO ACTIVE AND RETIRED MEMBERS OF THE SAG-AFTRA HEALTH PLAN.
-
THE SAG-AFTRA HEALTH PLAN PROVIDES HEALTH & WELFARE BENEFITS INCLUDING HOSPITALIZATION, MAJOR MEDICAL & DENTAL TO PLAN PARTICIPANTS AND DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Estrada MichaelESTRADA MICHAEL
CHIEF EXECUTIVE OFFICER
- Total calculated
- $796,174
- From this org
- $0
- From related orgs
- $655,719
- Other
- $140,455
- Hours/week
- 24.37 + 13.13 related
Schedule J breakdown matched by us
- Base
- $0 + $644,505 related
- Bonus
- $0
- Other
- $0 + $11,214 related
- Deferred
- $0 + $73,935 related
- Nontaxable benefits
- $0 + $66,520 related
- Filer's total
- $0 + $796,174 related
-
Sameer JoshiSAMEER JOSHI
CHIEF INFORMATION OFFICER
- Total calculated
- $592,569
- From this org
- $0
- From related orgs
- $489,034
- Other
- $103,535
- Hours/week
- 24.36 + 13.14 related
Schedule J breakdown matched by us
- Base
- $0 + $479,056 related
- Bonus
- $0
- Other
- $0 + $9,978 related
- Deferred
- $0 + $55,028 related
- Nontaxable benefits
- $0 + $48,507 related
- Filer's total
- $0 + $592,569 related
-
Gokul SheshadriGOKUL SHESHADRI
CHIEF OPERATING OFFICER
- Total calculated
- $476,806
- From this org
- $0
- From related orgs
- $392,701
- Other
- $84,105
- Hours/week
- 24.31 + 13.19 related
Schedule J breakdown matched by us
- Base
- $0 + $384,773 related
- Bonus
- $0
- Other
- $0 + $7,928 related
- Deferred
- $0 + $44,278 related
- Nontaxable benefits
- $0 + $39,827 related
- Filer's total
- $0 + $476,806 related
-
Hyung-Gee LeeHYUNG-GEE LEE
CHIEF AC ANALYTICS OFFICER
- Total calculated
- $446,913
- From this org
- $0
- From related orgs
- $366,454
- Other
- $80,459
- Hours/week
- 24.14 + 13.36 related
Schedule J breakdown matched by us
- Base
- $0 + $358,526 related
- Bonus
- $0
- Other
- $0 + $7,928 related
- Deferred
- $0 + $41,502 related
- Nontaxable benefits
- $0 + $38,957 related
- Filer's total
- $0 + $446,913 related
-
David ChoiDAVID CHOI
CHIEF FINANCIAL OFFICER
- Total calculated
- $439,684
- From this org
- $0
- From related orgs
- $362,783
- Other
- $76,901
- Hours/week
- 24.37 + 13.13 related
Schedule J breakdown matched by us
- Base
- $0 + $354,855 related
- Bonus
- $0
- Other
- $0 + $7,928 related
- Deferred
- $0 + $40,830 related
- Nontaxable benefits
- $0 + $36,071 related
- Filer's total
- $0 + $439,684 related
-
Odele KohlstrandODELE KOHLSTRAND
CHIEF PEOPLE COMP OFFICER
- Total calculated
- $343,329
- From this org
- $0
- From related orgs
- $284,920
- Other
- $58,409
- Hours/week
- 26.51 + 10.99 related
Schedule J breakdown matched by us
- Base
- $0 + $280,315 related
- Bonus
- $0
- Other
- $0 + $4,605 related
- Deferred
- $0 + $31,883 related
- Nontaxable benefits
- $0 + $26,526 related
- Filer's total
- $0 + $343,329 related
-
Bala CuddaloreBALA CUDDALORE
DIRECTOR
- Total calculated
- $337,725
- From this org
- $0
- From related orgs
- $277,282
- Other
- $60,443
- Hours/week
- 29.01 + 8.49 related
Schedule J breakdown matched by us
- Base
- $0 + $271,294 related
- Bonus
- $0
- Other
- $0 + $5,988 related
- Deferred
- $0 + $31,362 related
- Nontaxable benefits
- $0 + $29,081 related
- Filer's total
- $0 + $337,725 related
-
Brian H LeeBRIAN H LEE
DIRECTOR
- Total calculated
- $330,802
- From this org
- $0
- From related orgs
- $269,351
- Other
- $61,451
- Hours/week
- 26.93 + 10.57 related
Schedule J breakdown matched by us
- Base
- $0 + $265,411 related
- Bonus
- $0
- Other
- $0 + $3,940 related
- Deferred
- $0 + $30,719 related
- Nontaxable benefits
- $0 + $30,732 related
- Filer's total
- $0 + $330,802 related
-
Hovik LeonHOVIK LEON
DIRECTOR
- Total calculated
- $321,876
- From this org
- $0
- From related orgs
- $265,617
- Other
- $56,259
- Hours/week
- 36.77 + 0.73 related
Schedule J breakdown matched by us
- Base
- $0 + $265,617 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $29,890 related
- Nontaxable benefits
- $0 + $26,369 related
- Filer's total
- $0 + $321,876 related
-
Ben JenkinsBEN JENKINS
DIRECTOR
- Total calculated
- $309,899
- From this org
- $0
- From related orgs
- $251,140
- Other
- $58,759
- Hours/week
- 17.04 + 20.46 related
Schedule J breakdown matched by us
- Base
- $0 + $245,832 related
- Bonus
- $0
- Other
- $0 + $5,308 related
- Deferred
- $0 + $28,778 related
- Nontaxable benefits
- $0 + $29,981 related
- Filer's total
- $0 + $309,899 related
-
Daniel LeungDANIEL LEUNG
DIRECTOR
- Total calculated
- $291,132
- From this org
- $0
- From related orgs
- $235,566
- Other
- $55,566
- Hours/week
- 27.25 + 10.25 related
Schedule J breakdown matched by us
- Base
- $0 + $235,566 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $27,035 related
- Nontaxable benefits
- $0 + $28,531 related
- Filer's total
- $0 + $291,132 related
-
Linda PowellLINDA POWELL
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kim StevensKIM STEVENS
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Duncan Crabtree-Ireland
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Daryl Anderson
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Amy Aquino
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jim Bracchitta
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John Carter Brown
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Barry Gordon
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
David Hartley-Margolin
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Lynne Lambert
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard Masur
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
John T McGuire
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael Pniewski
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sheldon KasdanSHELDON KASDAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ray Rodriguez
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sally Stevens
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ned Vaughn
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Helayne Antler
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Keith Gorham
TRUSTEE (PAST)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
James Harrington
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert W Johnson
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Allan Linderman
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carol Lombardini
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stacy K Marcus
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Diane P Mirowski
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tracy Owen
TRUSTEE (PAST)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Marc Sandman
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Paul MuratorePAUL MURATORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Lara Unger
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David Weissman
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Russell Wetanson
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Arianna OzzantoARIANNA OZZANTO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Coleen Williams
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jodi LongJODI LONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michelle HurdMICHELLE HURD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie MothershedSTEPHANIE MOTHERSHED
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tracee WilkinsTRACEE WILKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A & 1B - FIRST-CLASS TRAVEL POLICY:
- FULL-FARE COACH AIR TRAVEL IS AUTHORIZED ON ALL FLIGHTS. FIRST CLASS (AVAILABLE IF BUSINESS CLASS IS UNAVAILABLE) MAY BE ELECTED IF THE TOTAL SCHEDULED FLIGHT TIME FROM ORIGIN TO FINAL DESTINATION IS AT LEAST FOUR HOURS. TOTAL FLIGHT TIME IS BASED ON THE MOST DIRECT ROUTE AND FEWEST STOPS FROM THE TRUSTEE'S POINT OF ORIGIN TO FINAL DESTINATION. IT'S NOTED THAT VARIOUS TRUSTEES AT TIMES TRAVELED VIA FIRST CLASS AND NONE OF THE TRAVEL WAS REPORTED AS COMPENSATION TO THE TRUSTEES.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SAG-PRODUCERS PENSION PLAN
401(A) · PENSION FUND · CA
-
SCREEN ACTORS GUILD - AMPTP INDUSTRY
501(C)(5) · labor org · CA
-
501(C)(2) · RE TITLE HLDG · CA
Directly controlled by SAG-P PEN FD
-
BOARD OF TRUSTEES SAG-PRODUCERS
JOINT BOARD · CA
-
SAG-AFTRA NATIONAL
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CMCFORECAST INC
Directly controlled by NA
-
TWENTIETH CENTURY FOX FILM CORP
Directly controlled by NA
-
NBC UNIVERSAL
Directly controlled by NA
-
CMS PRODUCTIONS
Directly controlled by NA
-
CBS STUDIOS INC
Directly controlled by NA
-
UNIVERSAL TELEVISION LLC
Directly controlled by NA
-
CBS BROADCASTING INC
-
UNIVERSAL MUSIC GROUP
-
ABC STUDIOS
-
DISNEY (WALT) PICTURES & TV
-
TALENT SOLUTIONS INC
-
NETFLIX PRODUCTIONS
-
CPT HOLDINGS INC
-
WARNER BROS TELEVISION PROD
-
SONY MUSIC ENTERTAINMENT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349327540
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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