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SAG-AFTRA HOLDS AN ANNUAL AWARD SHOW TO HONOR SCREEN ACTORS FOR THEIR ACCOMPLISHMENTS. ACTIVITIES OF THE CONSERVATORY COMMITTEE PROVIDE EDUCATION IN THE CRAFT OF ACTING IN THE FORM OF SEMINARS, WORKSHOPS, LECTURES, ETC. 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EXECUTIVE DIRECTOR/LABOR COUNSEL 40.00 X 312622 0 96912 SEAN TAYLOR EXECUTIVE DIRECTOR, SAN FRANCISCO & NORTHERN CA 40.00 X 296531 0 91925 JENNIFER J GAUDRY EXECUTIVE DIRECTOR, CONTRACT ENFORCEMENT & STRATEG 40.00 X 267645 0 82969 BETH ANN MILLMAN EXECUTIVE DIRECTOR, ENTERTAINMENT CONTRACTS 1.00 X 261717 0 81132 OLGA RODGRIGUEZ-AGUIRRE EXECUTIVE DIRECTOR, ENTERTAINMENT CONTRACTS 40.00 X 263771 0 81769 DAVID WHITE SENIOR ADVISOR 40.00 X 208779 0 64722 6762376 0 2095516 154 1 1 0 AVALON HARBOR ENTERTAINMENT INC 1447 CLOVERFIELD BLVD SUITE 201 SANTA MONICA CA 90404 PRODUCTION COMPANY 5649588 BUSH GOTTLIEB 500 N CENTRAL AVE SUITE 800 GLENDALE CA 91203 LEGAL FIRM 1171445 ROBERT HALF RECRUITERS & EMPLOYMENT AGEN 400 S HOPE ST STE 900 LOS ANGELES CA 90071 TEMPORARY STAFFING 1012376 DATA-PAC MAILING SYSTEMS 1217 BAY RD WEBSTER NEW YORK NY 14580 TEMPORARY STAFFING 803077 EXACTUALS LLC 12001 VENTURA PL STE 500 STUDIO CITY CA 91604 PAYMENT PROCESSING SERVICE 720855 33 MEMBERSHIP & INITIATION DUES 900099 117343043 117343043 AWARDS SHOW INCOME 900099 5506524 5506524 122849567 2655850 2655850 1153286 0 1153286 1153286 1153286 3418849 3246760 59939 172089 -59939 112150 112150 UNCLAIMED RESIDUALS 900099 1900000 1900000 ADVERTISING 513120 1547911 1547911 FOREIGN LEVY ADMINISTRATIVE FEE 900099 552366 552366 844367 844367 4844644 131615497 126146300 1547911 3921286 781367 10000 7789001 41994521 5876776 7545004 3368885 469812 408882 434958 2870199 134590 1190731 5605832 13222052 1128566 60734 2237109 1105934 PUBLICATIONS EXPENSE 802659 AWARD SHOW EXPENSES 4204614 PRINTING & POSTAGE 2850418 CREDIT CARD FEES 1965408 2906206 108964258 124206011 109432353 1908288 822139 2954939 3371296 87463965 30929964 9778887 56534001 21399115 20230450 4025181 4066226 382337044 419750260 546609465 614206725 16724353 15695571 127367919 136183125 288430866 331907303 103813488 98697727 536336626 582483726 X 10272839 31722999 10272839 31722999 546609465 614206725 22651239 -1201079 0 X 0 1 X 1 0 1 0 0 1 1 X 13357274 13357274 21974497 21974497 20565706 6670280 13895426 31566488 24259684 7306804 56534001 ADVANCES AND DEPOSITS 658891 FUNDS HELD IN TRUST 331907303 DEFERRED RENT RECEIVABLE 120020 RIGHT OF USE ASSETS 87064046 419750260 LEASE LIABILITIES 89622167 CURRENT PORTION OF OPERATING LEASE LIABILITIES 9075560 98697727 X 130474357 -1201079 59939 -1141140 131615497 0 131615497 109024197 59939 59939 108964258 0 108964258 PART IV, LINE 1B: SAG-AFTRA ENGAGES A THIRD-PARTY VENDOR, EXACTUALS LLC, TO FACILITATE DIRECT DEPOSIT PAYMENTS OF RESIDUALS TO ITS MEMBERS WHO ELECT TO SIGN UP. THE BALANCES IN-TRANSIT THAT ARE HELD ON BEHALF OF MEMBERS WHO ELECT DIRECT DEPOSIT ARE NOT REFLECTED IN SAG-AFTRA'S FINANCIAL STATEMENTS. PART IV, LINE 2B: PRODUCERS' PRODUCTION AND RESIDUAL DEPOSITS ARE HELD IN TRUST TO ENSURE PAYMENT OF PERFORMERS SALARIES AND RESIDUALS. PERFORMERS' RESIDUAL PAYMENTS, SETTLEMENTS AND FOREIGN ROYALTIES ARE HELD IN TRUST PENDING DISTRIBUTION TO PERFORMERS. PART X, LINE 2: THE UNION IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE UNION'S CHANGE IN NET ASSETS WITHOUT DONOR RESTRICTIONS IS EXEMPT FROM INCOME TAXES. MANAGEMENT BELIEVES THAT THE UNION CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. GAAP REQUIRES UNION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE UNION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE UNION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. UNION MANAGEMENT HAS ANALYZED THE TAX POSITIONS BY THE UNION, AND HAS CONCLUDED THAT FOR THE YEARS ENDED APRIL 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE IRS ARE THE YEARS ENDED APRIL 30, 2020 THROUGH APRIL 30, 2023 AND BY THE CALIFORNIA FRANCHISE TAX BOARD ARE THE YEARS ENDED APRIL 30, 2019 THROUGH APRIL 30, 2023. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 59,939. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 59,939. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS N/A 10027597 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PROGRAM SERVICES MEMBER SERVICES 361071 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PROGRAM SERVICES MEMBER SERVICES 12951 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, PROGRAM SERVICES MEMBER SERVICES 500 0 0 0 0 0 0 10402119 0 10402119 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GENERAL ASSISTANCE 10000 WIRE 0 1 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 SAG-AFTRA FOUNDATION 5757 WILSHIRE BLVD PH1 LOS ANGELES CA 90036 953967876 501(C)(3) 167691 0 GENERAL ASSISTANCE HOLLYWOOD COMMISSION 619 ARIZONA AVE F2 SANTA MONICA CA 90401 832915013 100000 0 SPONSORSHIP THE HOLLYWOOD REPORTER 11175 SANTA MONICA BLVD 9TH FLR LOS ANGELES CA 90025 851735602 95000 0 SPONSORSHIP OF WOMEN IN ENTERTAINMENT EVENT NATIONAL ASSOCIATION OF BLACK JOURNALISTS 1100 KNIGHT HALL STE 3100 COLLEGE PARK MD 20742 521266959 501(C)(3) 55000 0 GENERAL ASSISTANCE UMG RECORDINGS INC 21301 BURBANK BLVD WOODLAND HILLS WOODLAND HILLS CA 91367 132613071 25000 0 SPONSORSHIP VIBE X DEF JAM SXSW SHOWCASE CONSUMER TECHNOLOGY ASSOCIATION 1919 SOUTH EAST STREET ARLINGTON VA 22202 541963355 501(C)(6) 20000 0 GENERAL ASSISTANCE NAHJ ASSOCIATION 1050 CONNECTICUT AVE NW 10TH FL WASHINGTON DC 20036 953927141 501(C)(3) 20000 0 GENERAL ASSISTANCE ASIAN AMERICAN JOURNALISTS ASSOCIATION 5 THIRD ST STE 1108 SAN FRANCISCO CA 94103 953755203 501(C)(3) 15000 0 GENERAL ASSISTANCE ENTERTAINMENT COMMUNITY FUND 155 EAST 44TH STREET STE 1915 NEW YORK NY 10017 131635251 501(C)(3) 15000 0 GENERAL ASSISTANCE SXSW LLC PO BOX 685289 AUSTIN TX 78768 461604402 13612 0 PARTNER PROGRAMMING SPONSERSHIP INGLEDODD MEDIA 11661 SAN VICENE BLVD 709 LOS ANGELES CA 90049 954620241 12500 0 MUAHS AWARDS SPONSERSHIP, CDGA SPONSERSHIP NATIONAL LESBIAN & GAY JOURNALISTS ASSOC 2120 L STREEET NW UNIT 850 WASHINGTON DC 20037 943177380 501(C)(3) 10000 0 GENERAL ASSISTANCE COALITION OF BLACK TRADE UNIONISTS PO BOX 66268 WASHINGTON DC 20035 521128179 501(C)(5) 10000 0 GENERAL ASSISTANCE PENSKE BUSINESS MEDIA 11175 SANTA MONICA BLVD 9TH FLR LOS ANGELES CA 90025 460947887 10000 0 LIVE MEDIA SPONSORSHIP FOR SUNDANCE ILLINOIS PRODUCTION ALLIANCE 106 N ABERDEEN STE 100 CHICAGO IL 60607 820569922 501(C)(6) 10000 0 GENERAL ASSISTANCE THE WRAP NEWS INC 2034 ARMACOST AVE 1ST FL LOS ANGELES CA 90025 264249774 10000 0 THE GRILL 2022 SPONSORSHIP NEWFILMMAKERS LOS ANGELES 1438 N GOWER ST NO 83 LOS ANGELES CA 90028 264286940 501(C)(3) 8500 0 GENERAL ASSISTANCE DIAMOND IN THE RAW FOUNDATION 10736 JEFFERSON BLVD STE 464 CULVER CITY CA 90230 261477741 501(C)(3) 8500 0 GENERAL ASSISTANCE EASTER SEALS SOUTHERN CALIFORNIA INC 1570 E 17TH STREET SANTA ANA CA 92705 943068149 501(C)(3) 8000 0 GENERAL ASSISTANCE RADIO & TV NEWS ASSN 6520 PLATT AVE SUITE 445 WEST HILLS CA 91307 952981955 501(C)(6) 7900 0 GENERAL ASSISTANCE CASTING SOCIETY OF AMERICA 1812 WEST BURBANK BLVD UNIT 1041 BURBANK CA 91506 300347563 7500 0 SILVER SPONSORSHIP - ARTIOS AWARDS 2024 ASSOCIATION OF INDEPENDENT COMMERCIAL PRODUCERS INC 3 WEST 18TH STREET 5TH FLR NEW YORK NY 10011 132920121 501(C)(6) 7500 0 GENERAL ASSISTANCE SERIESFEST 1550 WEWATTA ST UNIT 820 DENVER CO 80202 822457698 501(C)(3) 7000 0 GENERAL ASSISTANCE CHICAGO FEDERATION OF LABOR AFL-CIO 180 N STETSON AVE UNIT 1529 CHICAGO IL 60601 360899610 501(C)(5) 7000 0 GENERAL ASSISTANCE MASSACHUSETTS PRODUCTIONS COALITION INC PO BOX 381884 CAMBRIDGE MA 02138 020755665 501(C)(6) 6200 0 GENERAL ASSISTANCE NABJ-LA PO BOX 91818 PASADENA CA 91109 830797012 501(C)(3) 5500 0 GENERAL ASSISTANCE 11 15 PART I, LINE 2: THE FINANCIAL SUPPORT LISTED ON SCHEDULE I, PART II, WERE PAID IN THE FORM OF DONATIONS AND PROGRAMMATIC SUPPORT THAT FURTHER OUR EXEMPT PURPOSE TO THE NAMED ORGANIZATIONS. X 1 1 X X 1 0 0 DUNCAN CRABTREE-IRELAND NATIONAL EXECUTIVE DIRECTOR 801757 0 24948 0 136021 0 129390 0 169055 0 1261171 0 0 0 ARIANNA OZZANTO CHIEF FINANCIAL OFFICER 389143 0 19538 0 32307 0 59269 0 77437 0 577694 0 0 0 RAY RODRIGUEZ CHIEF CONTRACTS OFFICER 404708 0 37519 0 11100 0 60927 0 79604 0 593858 0 0 0 PAMELA GREENWALT CHIEF COMMUNICATIONS & MARKETING OFF 358022 0 22075 0 42805 0 56838 0 74262 0 554002 0 0 0 MATHIS DUNN JR ASSOCIATE NATIONAL EXECUTIVE DIRECTO 389690 0 12055 0 0 0 53994 0 70546 0 526285 0 0 0 JEFFREY BENNETT GENERAL COUNSEL 348242 0 18273 0 25856 0 52735 0 68900 0 514006 0 0 0 DAVID VIVIANO CHIEF ECONOMIST 352374 0 10900 0 25855 0 52299 0 68331 0 509759 0 0 0 MARY CAVALLARO CHIEF BROADCAST OFFICER 352374 0 15900 0 0 0 49496 0 64669 0 482439 0 0 0 MICHELLE BENNETT CHIEF GOVERNMENT AND EQUITY & INCLUS 312358 0 10663 0 22911 0 46493 0 60746 0 453171 0 0 0 WILLIAM BENSUSSEN CHIEF ADMINISTRATIVE OFFICER & EXECU 316509 0 9791 0 9091 0 45077 0 58895 0 439363 0 0 0 JONATHAN BROCKETT EXECUTIVE PRODUCER SAG AWARDS 233484 0 7222 0 14073 0 34242 0 44739 0 333760 0 0 0 TASHIA MALLETTE THRU 022923 CHIEF PEOPLE OFFICER 56253 0 0 0 324853 0 51221 0 66922 0 499249 0 0 0 RICHARD LARKIN ASSOC. EXECUTIVE DIRECTOR/LABOR COUN 288163 0 8924 0 15535 0 42016 0 54896 0 409534 0 0 0 SEAN TAYLOR EXECUTIVE DIRECTOR, SAN FRANCISCO & 275408 0 8535 0 12588 0 39854 0 52071 0 388456 0 0 0 JENNIFER J GAUDRY EXECUTIVE DIRECTOR, CONTRACT ENFORCE 244102 0 7560 0 15983 0 35971 0 46998 0 350614 0 0 0 BETH ANN MILLMAN EXECUTIVE DIRECTOR, ENTERTAINMENT CO 244102 0 7560 0 10055 0 35175 0 45957 0 342849 0 0 0 OLGA RODGRIGUEZ-AGUIRRE EXECUTIVE DIRECTOR, ENTERTAINMENT CO 244102 0 7560 0 12109 0 35451 0 46318 0 345540 0 0 0 DAVID WHITE SENIOR ADVISOR 154831 0 0 0 53948 0 28060 0 36662 0 273501 0 0 0 PART I, LINE 3 OTHER REPORTABLE COMPENSATION MAY ALSO INCLUDE PAYOUT OF UNUSED VACATION PAY, WHICH WOULD BE INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 4A PER CONFIDENTIALITY AGREEMENT SIGNED BY THE ORGANIZATION, THE SEVERANCE PACKAGE PAID TO AN EMPLOYEE IS NOT OPEN FOR PUBLIC INSPECTION BUT IS AVAILABLE TO THE IRS UPON REQUEST. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: (A) INCREASING THE POWER AND LEVERAGE OF OUR MEMBERS IN THEIR BARGAINING RELATIONSHIPS WITH THE EMPLOYERS IN OUR INDUSTRIES; (B) ORGANIZING WORKERS IN THE ENTERTAINMENT AND MEDIA INDUSTRIES IN ORDER TO MAXIMIZE OUR BARGAINING STRENGTH; (C) INCREASING OUR POWER IN DEALING WITH THE VARIOUS GOVERNMENTAL BODIES THAT ADDRESS THE SIGNIFICANT PUBLIC POLICY ISSUES CONFRONTING OUR MEMBERS; (D) PROTECTING AND SECURING THE RIGHTS OF OUR MEMBERS IN THEIR PROFESSIONAL ACTIVITIES, INCLUDING SECURING MEANINGFUL LEGISLATION AND REGULATIONS ON MATTERS AFFECTING THEIR WORK AND TAKING APPROPRIATE PROTECTIVE ACTION IN RESPONSE TO THE UNAUTHORIZED USE OF THEIR WORK; (E) COOPERATING, COORDINATING AND COMBINING WITH OTHER ORGANIZATIONS WHOSE OBJECTIVES INCLUDE THE ADVANCEMENT AND IMPROVEMENT OF MEMBERS' COMPENSATION AND WORKING CONDITIONS WHENEVER SUCH ACTION IS IN THE BEST INTEREST OF OUR MEMBERS; (F) ESTABLISHING, CONDUCTING, SPONSORING AND MAINTAINING SUCH EDUCATIONAL, RECREATIONAL, SOCIAL AND CHARITABLE ENTERPRISES AS MAY ASSIST OUR MEMBERS AND AID IN THEIR GENERAL WELFARE; (G) RECEIVING, ADMINISTERING AND EXPENDING THE UNIONS FUND IN THE INTERESTS OF OUR MEMBERS; (H) COLLECTING AND DISTRIBUTING GOVERNMENT MANDATED OR OTHER COMPULSORY ROYALTIES, LEVIES OF REMUNERATION SUBJECT TO WORLDWIDE COLLECTIVE ADMINISTRATION; (I) WITHOUT LIMITATION, PROTECTING THE RIGHTS OF ENTERTAINMENT AND MEDIA ARTISTS IN ALL OTHER ASPECTS CONSISTENT WITH THE OVERALL OBJECTIVES OF THE UNION AND DOING ALL THINGS NECESSARY AND PROPER TO ADVANCE AND PROMOTE THEIR WELFARE AND INTERESTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS DIVIDED INTO THE FOLLOWING CATEGORIES OF MEMBERSHIP STATUS: ACTIVE, HONORABLE WITHDRAWAL, PAYMENTS PENDING AND SUSPENDED PAYMENT. FORM 990, PART VI, SECTION A, LINE 7A THE NATIONAL BOARD OF DIRECTORS IS THE HIGHEST POLICY MAKING BODY OF THE ORGANIZATION. IT IS ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF CERTAIN ISSUES MAY BE REFERRED TO EITHER THE MEMBERSHIP FOR A REFERENDUM VOTE OR TO A BIANNUAL NATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CONTROLLER REVIEW THE 990 FOR MISSTATEMENTS OR ERRORS AND THE AMOUNTS REPORTED ARE COMPARED TO THE AUDITED FINANCIALS. THE 990 IS PRESENTED TO THE FINANCE COMMITTEE FOR DISCUSSION AND REVIEW. THE FORM IS ALSO AVAILABLE UPON REQUEST TO ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C SAG-AFTRA ENFORCES ITS CONFLICT OF INTEREST POLICIES IN CONNECTION WITH THE FILING OF LABOR-MANAGEMENT REPORTS OF CONFLICTS OF INTEREST REQUIRED ANNUALLY OF OFFICERS, DIRECTORS, AND EMPLOYEES BY FEDERAL LAW, AS WELL AS THROUGH REGULAR MONITORING OF REPORTS OF POTENTIAL CONFLICTS OF INTEREST THROUGH THE PEOPLE AND CULTURE (I.E. HUMAN RESOURCES) DEPARTMENT. FORM 990, PART VI, SECTION B, LINE 15 THE NATIONAL BOARD REVIEWS AND COMPARES THE NATIONAL EXECUTIVE DIRECTOR'S COMPENSATION WITH COMPENSATION FOR COMPARABLE POSITIONS. THE ULTIMATE AUTHORITY AND APPROVAL RESIDES WITH THE NATIONAL BOARD. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 MAY ALSO BE INSPECTED ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A: ALTERNATE BOARD MEMBERS HAVE VOTING RIGHTS UPON BEING ASKED TO ATTEND A NATIONAL BOARD MEETING ON BEHALF OF A NATIONAL BOARD MEMBER. ACCORDINGLY, THE ORGANIZATION IS REPORTING THE NAMES OF ALTERNATE BOARD MEMBERS WHO WERE CALLED TO SERVE IN PLACE OF NATIONAL BOARD MEMBERS AT ANY TIME DURING THE TAX YEAR. 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