Totals
- Total revenue
- $497,500,708
- Total expenses
- $451,402,914
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $478,382,795
- Investment income
- $18,284,414
- Other revenue
- $833,499
- Total assets, end of year
- $567,547,768
- Total liabilities, end of year
- $71,282,508
- Net assets or fund balances, end of year
- $496,265,260
- 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 $425,229,483
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $53,153,312
-
3 · Investment income
total $11,864,621 · related or exempt $0 · unrelated business $0 · excluded $11,864,621
-
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 $570,297,350
-
7b · Less cost or other basis and sales expenses
securities $563,877,557
-
7c · Gain or loss
securities $6,419,793
-
7d · Net gain or loss
total $6,419,793 · excluded $6,419,793
-
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 $833,499 · related or exempt $833,499
-
11e · Other revenue, total
$833,499
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 $408,256,675
-
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 $1,028,354
-
11c · Fees: accounting
total $2,019,901
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,881,837
-
11g · Fees: other
total $13,415,471
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $688,407
-
14 · Information technology
total $3,634,938
-
15 · Royalties
total $0
-
16 · Occupancy
total $4,032,223
-
17 · Travel
total $236,320
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $21,159
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,591,102
-
23 · Insurance
total $810,500
-
24a · Other expenses: ADMIN SALARIES & BENEFITS
total $12,027,914
-
24b · Other expenses: P&H CONTRIBUTIONS
total $2,364,198
-
24c · Other expenses: EMPLOYEE TRAINING
total $42,685
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $39,190
-
24e · All other expenses
total -$1,687,960
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $52,680,853 · end of year $89,826,250
-
2 · Savings and temporary cash investments
beginning of year $15,641,584 · end of year $14,956,669
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $28,320,070 · end of year $40,916,910
-
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 $1,083,157 · end of year $1,646,710
-
10a · Land, buildings and equipment: cost or other basis
$29,805,861
-
10b · Land, buildings and equipment: accumulated depreciation
$18,900,878
-
10c · Land, buildings and equipment, net
beginning of year $10,748,657 · end of year $10,904,983
-
11 · Investments: publicly traded securities
beginning of year $223,620,824 · end of year $230,824,354
-
12 · Investments: other securities
beginning of year $164,191,750 · end of year $174,917,950
-
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 $15,898,268 · end of year $3,553,942
-
17 · Accounts payable and accrued expenses
beginning of year $23,119,706 · end of year $25,623,693
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $14,445,030 · end of year $13,183,082
-
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 $43,362,605 · end of year $32,475,733
-
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 $431,257,822 · end of year $496,265,260
Mission and programs · 2024
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 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael EstradaMICHAEL ESTRADA
CHIEF EXECUTIVE OFFICER
- Total calculated
- $811,415
- From this org
- $0
- From related orgs
- $669,385
- Other
- $142,030
- Hours/week
- 24.37 + 13.13 related
Schedule J breakdown matched by us
- Base
- $0 + $537,155 related
- Bonus
- $0 + $120,000 related
- Other
- $0 + $12,230 related
- Deferred
- $0 + $75,351 related
- Nontaxable benefits
- $0 + $66,679 related
- Filer's total
- $0 + $811,415 related
-
Sameer JoshiSAMEER JOSHI
CHIEF INFORMATION OFFICER
- Total calculated
- $592,077
- From this org
- $0
- From related orgs
- $489,226
- Other
- $102,851
- Hours/week
- 24.38 + 13.12 related
Schedule J breakdown matched by us
- Base
- $0 + $479,148 related
- Bonus
- $0
- Other
- $0 + $10,078 related
- Deferred
- $0 + $54,982 related
- Nontaxable benefits
- $0 + $47,869 related
- Filer's total
- $0 + $592,077 related
-
David ChoiDAVID CHOI
CHIEF FINANCIAL OFFICER
- Total calculated
- $468,944
- From this org
- $0
- From related orgs
- $387,065
- Other
- $81,879
- Hours/week
- 24.35 + 13.15 related
Schedule J breakdown matched by us
- Base
- $0 + $363,820 related
- Bonus
- $0 + $15,000 related
- Other
- $0 + $8,245 related
- Deferred
- $0 + $43,548 related
- Nontaxable benefits
- $0 + $38,331 related
- Filer's total
- $0 + $468,944 related
-
Hyung-Gee LeeHYUNG-GEE LEE
CHIEF AC ANALYTICS OFFICER
- Total calculated
- $457,064
- From this org
- $0
- From related orgs
- $374,879
- Other
- $82,185
- Hours/week
- 24.18 + 13.32 related
Schedule J breakdown matched by us
- Base
- $0 + $359,801 related
- Bonus
- $0 + $6,872 related
- Other
- $0 + $8,206 related
- Deferred
- $0 + $42,444 related
- Nontaxable benefits
- $0 + $39,741 related
- Filer's total
- $0 + $457,064 related
-
Bala CuddaloreBALA CUDDALORE
DIRECTOR
- Total calculated
- $354,843
- From this org
- $0
- From related orgs
- $291,487
- Other
- $63,356
- Hours/week
- 29.18 + 8.32 related
Schedule J breakdown matched by us
- Base
- $0 + $276,211 related
- Bonus
- $0 + $9,082 related
- Other
- $0 + $6,194 related
- Deferred
- $0 + $32,952 related
- Nontaxable benefits
- $0 + $30,404 related
- Filer's total
- $0 + $354,843 related
-
Brian LeeBRIAN LEE
DIRECTOR
- Total calculated
- $342,167
- From this org
- $0
- From related orgs
- $278,782
- Other
- $63,385
- Hours/week
- 27 + 10.5 related
Schedule J breakdown matched by us
- Base
- $0 + $270,004 related
- Bonus
- $0 + $2,582 related
- Other
- $0 + $6,196 related
- Deferred
- $0 + $31,775 related
- Nontaxable benefits
- $0 + $31,610 related
- Filer's total
- $0 + $342,167 related
-
Hovik LeonHOVIK LEON
DIRECTOR
- Total calculated
- $336,225
- From this org
- $0
- From related orgs
- $277,525
- Other
- $58,700
- Hours/week
- 29.86 + 7.64 related
Schedule J breakdown matched by us
- Base
- $0 + $253,128 related
- Bonus
- $0 + $24,397 related
- Other
- $0
- Deferred
- $0 + $31,223 related
- Nontaxable benefits
- $0 + $27,477 related
- Filer's total
- $0 + $336,225 related
-
Sruthi KarakalaSRUTHI KARAKALA
DIRECTOR
- Total calculated
- $327,045
- From this org
- $0
- From related orgs
- $268,419
- Other
- $58,626
- Hours/week
- 23.87 + 13.63 related
Schedule J breakdown matched by us
- Base
- $0 + $255,371 related
- Bonus
- $0 + $9,547 related
- Other
- $0 + $3,501 related
- Deferred
- $0 + $30,370 related
- Nontaxable benefits
- $0 + $28,256 related
- Filer's total
- $0 + $327,045 related
-
Ben JenkinsBEN JENKINS
DIRECTOR
- Total calculated
- $294,527
- From this org
- $0
- From related orgs
- $239,932
- Other
- $54,595
- Hours/week
- 18.37 + 19.13 related
Schedule J breakdown matched by us
- Base
- $0 + $229,172 related
- Bonus
- $0 + $8,000 related
- Other
- $0 + $2,760 related
- Deferred
- $0 + $27,351 related
- Nontaxable benefits
- $0 + $27,244 related
- Filer's total
- $0 + $294,527 related
-
Odele KohlstrandODELE KOHLSTRAND
Executive (THRU 11/2024)
- Total calculated
- $99,034
- From this org
- $0
- From related orgs
- $81,352
- Other
- $17,682
- Hours/week
- 27.37 + 10.13 related
-
Linda Powell
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Kim Stevens
CO-CHAIRPERSON
- 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
-
Duncan Crabtree-Ireland
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Barry Gordon
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michelle Hurd
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David Hartley-Margolin
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David Jolliffe
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lynne Lambert
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jodi Long
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
-
Arianna Ozzanto
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael Pniewski
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
-
Tracee Wilkins
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Colleen Williams
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Helayne Antler
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
J Keith Gorham
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James Harrington
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Robert W Johnson
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sheldon Kasdan
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Allan Linderman
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Carol A 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
-
Stephanie Mothershed
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul Muratore
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Marc Sandman
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ted Sinclair
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 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
-
Daryl Anderson
TRUSTEE (PAST)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
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 INC
Directly controlled by NA
-
NBC UNIVERSAL
Directly controlled by NA
-
CORPORATE MGT SOLUTIONS INC
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
-
WARNER BROS TELEVISION PROD
-
SONY MUSIC ENTERTAINMENT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543219349326249
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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