2024-11-12T17:51:18-06:00 2023-12-31 910189318 MOSS ADAMS LLP 225 S LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2023-01-01 951652916 MOTION PICTURE AND TELEVISION FUND MOTI 8188764168 23388 MULHOLLAND DR MAIL STOP 218 WOODLAND HILLS CA 913642792 ROBERT L BEITCHER PRESIDENT 8188764168 2024-11-12 1 1 LAUREN A HAVERLOCK P00545829 3104770450 2024-11-12 2023 2024-10-15 13:58:12Z ROBERT L BEITCHER 23388 MULHOLLAND DR MAIL STOP 218 WOODLAND HILLS CA 913642792 100418102 0 X WWW.MPTF.COM X 1921 CA SUPPORTING THE ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITH DIGNITY AND PURPOSE. 22 21 540 597 1250 0 32227708 32161048 32536979 34500743 1133537 28668887 -2383115 -690134 63515109 94640544 855913 8349554 0 0 43828564 47024823 0 0 1844250 23257715 22062050 67942192 77436427 -4427083 17204117 99208460 122643608 39664537 43801448 59543923 78842160 X WE SUPPORT OUR ENTERTAINMENT COMMUNITY IN LIVING AND AGING WELL, WITHDIGNITY AND PURPOSE, AND IN HELPING EACH OTHER IN TIMES OF NEED. 0 0 31906957 26801438 MPTF PROVIDES INPATIENT MEDICAL SERVICES AT ITS 122 BED FACILITY LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS. SERVICES INCLUDE GERIATRIC PSYCHIATRY, SKILLED NURSING, ALZHEIMER'S CARE, AND RELATED ANCILLARY SERVICES. 2023 SERVICE VOLUMES INCLUDED 33,119 TOTAL PATIENT DAYS. 18783630 7620928 MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING A 166 UNIT RETIREMENT COMMUNITY, RESIDENTIAL SUBSIDIES AND RESIDENTIAL SOCIAL SERVICES. 2023 SERVICE VOLUMES INCLUDED 50,180 RESIDENTIAL DAYS (SEE SCHEDULE O). 14672832 8349554 78377 MPTF PROVIDES COMMUNITY PROGRAMS INCLUDING SOCIAL SERVICES, FINANCIAL ASSISTANCE, PALLATIVE CARE, ELDER CONNECTION, HEALTH INSURANCE COUNSELING, SOCIAL ISOLATION PROGRAMS. 2023 INCLUDES APPROXIMATELY $7.5 MILLION IN WORK STOPPAGE RELATED FINANCIAL ASSISTANCE. MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES INCLUDING RETIREMENT COMMUNITY ACCOMMODATIONS, TEMPORARY FINANCIAL ASSISTANCE BASED ON NEED, SOCIAL SERVICES, CHILD CARE AND VARIOUS WELLNESS AND EDUCATION PROGRAMS. MPTF'S RETIREMENT COMMUNITY, LOCATED ON THE WASSERMAN CAMPUS IN WOODLAND HILLS (OFTEN REFERRED TO AS 'THE HOME'), OFFERS INDEPENDENT AND ASSISTED LIVING ACCOMMODATIONS FOR ENTERTAINMENT INDUSTRY RETIREES AND THEIR SPOUSES BASED ON YEARS OF SERVICE REGARDLESS OF THEIR ABILITY TO PAY THE FEES. MPTF PROVIDED OVER $3 MILLION IN RESIDENTIAL CARE SUBSIDY IN 2023. TOTAL 2023 RESIDENTIAL DAYS WERE 50,180. MPTF PROVIDED TEMPORARY FINANCIAL ASSISTANCE TO INDUSTRY MEMBERS OF APPROXIMATELY $8.3 MILLION IN 2023 FOR RENT, FOOD, HOUSING, HEALTH INSURANCE PREMIUMS AND OTHER NEEDS. MPTF'S COMMUNITY-BASED SOCIAL SERVICE ACTIVITIES INCLUDE INDIVIDUAL AND CASE MANAGEMENT, ASSESSMENTS, INFORMATION REFERRALS, AND INCREASED ASSISTANCE FOR SENIORS WISHING TO REMAIN IN THEIR OWN HOMES THROUGH HOME MODIFICATIONS AND VOLUNTEER VISITING PROGRAMS. TOTAL SOCIAL SERVICE CONTACTS IN 2023 WERE 54,290.MPTF IS ALSO COMMITTED TO BUILDING GEOGRAPHICALLY-BASED COMMUNITIES OF INTEREST AMONG INDUSTRY RETIREES. THESE INCLUDE ACTIVITIES LIKE WALKING GROUPS, COMMUNITY "CONVERSATIONS" WITH PROGRAMS OF SPEAKERS, MOVIE NIGHTS, BOOK CLUBS, AND OTHER SOCIAL EVENTS. THESE ACTIVITIES TARGET INDUSTRY RETIREES WHO ARE CHOOSING TO "AGE IN PLACE" IN THEIR HOMES AS OPPOSED TO CHOOSING INSTITUTIONAL SETTINGS. 65363419 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 206 0 1 540 1 1 1 0 0 0 0 1 1 1 1 0 0 1 0 0 0 X 22 21 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA NY X X JEFF ARNETT 8188764168 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 913642792 ROBERT L BEITCHER PRESIDENT / CEO 40.00 X X 816203 0 28824 SHARON A SIEFERT VP, LEGAL AFFAIRS 40.00 X 295151 0 26790 JEFF ARNETT TREASURER / CFO 40.00 X X 254573 0 29923 CHRIS G LIVANOS CHIEF INFORMATION OFFICER 40.00 X 240304 0 29634 COURTENEY D BAILEY CHIEF DEVELOPMENT OFFICER 40.00 X 220978 0 25751 MICHAEL H KUEHL CHIEF FINANCIAL OFFICER (THRU 2/23) 40.00 X 154372 0 32259 LINDA K HEALY VP, CHIEF INNOVATION OFFICER 40.00 X 242798 0 36252 JULIA KYLE DIRECTOR, PHARMACY SERVICES 40.00 X 197124 0 23162 JENNIFER S CALIXTO DIRECTOR, LONG TERM CARE 40.00 X 208360 0 25765 SHEILA MARTIN RISK MGT & REGULATORY AFFAIRS 40.00 X 193029 0 21382 RHEYVONN ABUEG RN, PSYCHIATRY 40.00 X 181776 0 20780 JIM GIANOPULOS CHAIR 1.00 X X 0 0 0 MICHAEL KARLIN SECRETARY 1.00 X X 0 0 0 CASEY WASSERMAN DIRECTOR 1.00 X 0 0 0 DUNCAN CRABREE-IRELAND DIRECTOR 1.00 X 0 0 0 EMMA THOMAS DIRECTOR 1.00 X 0 0 0 ERIC ESRAILIAN DIRECTOR 1.00 X 0 0 0 GEORGE CLOONEY DIRECTOR 1.00 X 0 0 0 HAWK KOCH DIRECTOR 1.00 X 0 0 0 HENRY MUNOZ III DIRECTOR 1.00 X 0 0 0 JESSIE KORNBERG DIRECTOR 1.00 X 0 0 0 JOHN GOLDWYN DIRECTOR 1.00 X 0 0 0 JOHN WELLS DIRECTOR 1.00 X 0 0 0 KAREN ROSENFELT DIRECTOR 1.00 X 0 0 0 KEVIN MCCORMICK DIRECTOR 1.00 X 0 0 0 LISA PIEROZZI DIRECTOR 1.00 X 0 0 0 MARIA RODRIGUEZ DIRECTOR 1.00 X 0 0 0 MATTHEW LOEB DIRECTOR 1.00 X 0 0 0 NICOLE CLEMENS DIRECTOR 1.00 X 0 0 0 NINA SHAW DIRECTOR 1.00 X 0 0 0 PETER RICE DIRECTOR 1.00 X 0 0 0 RUSSELL HOLLANDER DIRECTOR 1.00 X 0 0 0 3004668 0 300522 79 0 1 0 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 303682289 DIETARY AND HOUSEKEEPING 2727973 COMMUNITY LIVING HOLDINGS LLC 1500 LIBERTY RIDGE DRIVE STE 210 WAYNE PA 19087 HOUSEKEEPING AND LAUNDRY 714347 UNIVERSAL PROTECTION SERVICE 1551 N TUSTIN AVENUE STE 650 SANTA ANA CA 92705 SECURITY SERVICES 626547 BEST EVENTS LOS ANGELES INC 30 MAUCHLY SUITE C IRVINE CA 92618 OTHER PURCHASED SERVICES 598697 DESIGN CARE SERVICE CORP 5800 OWENSMOUTH AVENUE APT 50 WOODLAND HILLS CA 913674835 OTHER PURCHASED SERVICES 578116 20 5236217 26924831 358857 32161048 INPATIENT REVENUE 623000 26801438 26801438 RESIDENTIAL REVENUE 623990 7620928 7620928 MANAGEMENT SERVICE FEE 551112 38477 38477 39900 39900 34500743 2218107 1250 2216857 819980 819980 386372 5336 381036 381036 381036 3256610 26621856 3057549 370137 199061 26251719 26450780 26450780 389744 5236217 2336336 -1946592 -1946592 35714 8200 27514 27514 CONTRACT AND OTHER REV 541900 26930 26930 HOSPITAL AND GIFT SHOP 459420 998 998 27928 94640544 34500743 1250 27977503 X 8349554 8349554 2154760 1908031 246729 31407145 27678655 3226430 502060 2705705 2437946 227336 40423 8231239 7317797 771888 141554 2525974 2245660 236874 43440 250024 250024 262831 223 262608 268964 268964 11656 11656 95000 95000 7760605 7288638 338912 133055 1525067 986037 308673 230357 840944 55604 672362 112978 2913107 2849900 63207 33869 19709 8383 5777 410015 410015 2441027 2215757 143625 81645 797524 797524 REPAIRS AND MAINTENANCE 1467666 1443288 23334 1044 SOFTWARE HOSTING FEES 753797 753797 PHARMACEUTICALS 592353 592353 MEDICAL SUPPLIES 511983 511983 1125618 698620 185017 241981 77436427 65363419 10228758 1844250 5319160 6610573 17938933 15909953 8969698 8603578 5000000 249059 298761 1506079 4662022 134018352 116646803 18844619 17371549 29352325 47170504 12578600 12869610 2700000 2700000 1749987 1447058 99208460 122643608 8988496 10053470 119968 1644000 6747842 6775045 23808231 25328933 39664537 43801448 X 8882468 25537102 50661455 53305058 59543923 78842160 99208460 122643608 X 17204117 1031802 1062318 X 0 1 X 1 0 X 18928110 29149359 28866603 32227708 32161048 141332828 18928110 29149359 28866603 32227708 32161048 141332828 8792692 132540136 2909562 2188517 2436886 3244342 3423209 14202516 1008336 2219368 414000 636386 27928 4306018 159841362 147935712 0.82920 0.77400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,008,336. 2020 AMOUNT: $ 2,219,368. 2021 AMOUNT: $ 414,000. 2022 AMOUNT: $ 636,386. 2023 AMOUNT: $ 27,928. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 11656 11656 0 PART II-B, LINE 1: THE LOBBYING ACTIONS OF THE MOTION PICTURE AND TELEVISION FUND FOR THE YEAR ENDED DECEMBER 31, 2023 WERE COMPRISED OF PAYING MEMBERSHIP DUES TO VARIOUS HEALTHCARE ASSOCIATIONS WHO IN TURN PAY OUTSIDE LOBBYISTS TO REPRESENT THE INTERESTS OF THE ASSOCIATION WITH STATE LEGISLATORS WITH RESPECT TO GOVERNMENT REIMBURSEMENT PROGRAMS. 0 29998666 2265862 268000 31996528 32915998 13468 -2930800 29998666 28458317 4476028 1427939 1446285 32915998 28147361 168165 802791 660000 28458317 26662640 199049 2468463 1182791 28147361 0.00000 1.00000 0.00000 0 0 1821411 1821411 95120927 82693527 12427400 708520 677830 30690 23687892 22014384 1673508 12679602 11261062 1418540 17371549 D.E. SHAW ORIENTEER ENDOWMENT 2194193 F PANAGORA DIVERSIFIED RISK ENDOWMENT 2005338 F KING STREET CAPITAL LTD. 2223296 F ENDOWMENT HAWK RIDGE 2170099 F BLACKSTONE PRIVATE CREDIT 1473284 F RUFFER ABSOLUTE INSTITUTE 2093823 F FPA WHITEHAWK III ONSHORE 709577 F 12869610 DUE TO RETIREMENT PLANS 15714618 ACCRUED WORKER'S COMPENSATION 4458000 ACCRUED GENERAL LIABILITY INSURANCE 3647394 DUE TO AFFILIATES 802909 ACTUARIAL LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 87541 OPERATING LEASE LIABILITIES 618471 25328933 PART V, ENDOWMENT FUNDS: THE ORGANIZATION'S ENDOWMENTS ARE DONOR-RESTRICTED AND WERE ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING CHILDCARE, PATIENT AND RESIDENT SUPPORT, GROUNDS MAINTENANCE, AND OTHER GENERAL OPERATING PURPOSES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE LONG TERM INVESTMENT APPRECIATION AND A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE RESPECTIVE ENDOWMENT. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 12869610 0 0 0 0 0 0 12869610 0 12869610 1 0 0 1 1 0 THE NIGHT BEFORE 4636239 4443546 192693 23244 4150 188544 7445 1331073 HEATBEAT OF HOLLYWOOD 647764 560102 87662 38734 27300 60362 0 79475 3 306744 197355 109389 4644 6000 103388 7445 454532 5590747 5201003 389744 66622 37450 352294 14890 1865080 2336336 -1946592 35714 8200 0 35714 8200 8200 27514 CA 1 0 1 0 1.00000 0.00000 MALUZVIMINDA RAYOS DEL SOL 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 0 RACHEL DAVEY 0 MANAGES RAFFLE AFTER ANNUAL GOLF TOURNAMENT, DAY AT THE RANCH, ETC. X 1 32143 1 1 1 X 1 X 1 1 1 0 0 4584 0 4584 0.00010 24059949 19882069 4177880 0.05400 24064533 19882069 4182464 0.05410 16756616 318050 16438566 0.21230 16756616 318050 16438566 0.21230 40821149 20200119 20621030 0.26640 20897769 7294000 13603769 0.17570 528643 0 528643 0.00680 562257 0 562257 0.00730 21988669 7294000 14694669 0.18980 1 3472 0 695592 1335366 -639774 X 1 1 1 1 MOTION PICTURE AND TELEVISION HOSPITAL 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 MPTF.COM 930000109 X GERIATRIC ACUTE PSYCH HOSPITAL & DISTINCT PART SNF MOTION PICTURE AND TELEVISION HOSPITAL 1 0 0 1 X X X X X X X X 22 1 0 0 1 X HTTP://WWW.MPTF.COM/FINANCIALS X 1 22 1 HTTP://WWW.MPTF.COM/FINANCIALS 0 1 X 200.000000000000 X X X X 1 1 X X X 1 X HTTPS://WWW.MPTF.COM/SERVICES/ X HTTPS://WWW.MPTF.COM/SERVICES/ X HTTPS://WWW.MPTF.COM/SERVICES/ X X X X X X 1 X 0 X 1 X 0 0 MOTION PICTURE AND TELEVISION HOSPITAL PART V, SECTION B, LINE 5: THE CHNA WAS PREPARED IN 2022 BASED ON INTERVIEWS WITH SENIOR MANAGEMENT, ENTERTAINMENT INDUSTRY HEALTH PLAN LEADERS, NONPROFIT ORGANIZATIONS, LA COUNTY HEALTH OFFICIALS AND REGIONAL HEALTHCARE LEADERS: LA COUNTY DEPARTMENT OF MENTAL HEALTH, PROJECT ANGEL FOOD, USC FAMILY CAREGIVER SUPPORT CENTER, ONEGENERATION, USC LEONARD DAVIS SCHOOL OF GERONTOLOGY, UCLA HEALTH GERONTOLOGY, CENTER FOR INFORMATION TECHNOLOGY RESEARCH IN THE INTEREST OF SOCIETY, FRONT PORCH, LGBT CENTER OF HOLLYWOOD, SAN FERNANDO VALLEY MENTAL HEALTH CLINIC AND LOS ANGLES COUNTY DEPARTMENT OF AGING AND COMMUNITY SERVICES. FEEDBACK WAS USED TO DETERMINE BOTH IMMEDIATE AND SHORT-TERM HEALTH NEEDS FOR INDUSTRY'S MEMBER AND AREAS OF FOCUS FOR MPTF. MOTION PICTURE AND TELEVISION HOSPITAL PART V, SECTION B, LINE 11: MPTF SERVES CURRENT AND RETIRED ENTERTAINMENT INDUSTRY WORKERS AND THEIR FAMILIES. HEALTH CARE SERVICES PROVIDED DIRECTLY BY MPTF ARE PRIMARILY ORIENTED TO OLDER ADULTS, MANY OF WHOM EXPERIENCE FRAILTY, COGNITIVE IMPAIRMENT, MOBILITY ISSUES, HEARING IMPAIRMENT AND VISION LOSS. MPTF SOCIAL SERVICES EXTEND TO A GREATER POPULATION OF RETIRED AND WORKING INDUSTRY MEMBERS AND THEIR FAMILIES. IN CONJUNCTION WITH UCLA HEALTH, MPTF SOCIAL WORKERS PROVIDE CRISIS INTERVENTION. THE SAMUEL GOLDWYN JR CENTER FOR BEHAVIORAL HEALTH PROVIDES INPATIENT GERIATRIC PSYCHIATRY SERVICES (55+) TO ENTERTAINMENT INDUSTRY AND THE GENERAL POPULATION.MPTF SERVES A POPULATION WHOSE WORK ENTAILS INCONSISTENT EMPLOYMENT, TIGHTENING UNION ELIGIBILITY, AGEISM, JOB LOSS, AND COMPETITION FROM EMERGING TECHNOLOGIES. THE INDUSTRY WORK STOPPAGES IN 2023 REDUCED INCOME, SAVINGS, AND QUALIFYING HOURS FOR BENEFIT COVERAGE. THE ONGOING CONTRACTION OF PRODUCTIONS CARRYING OVER INTO 2024 HAS CAUSED MANY WORKERS AND THEIR FAMILIES TO LOOK FOR WAYS TO DEAL WITH ESSENTIALS LIKE CAR PAYMENTS, RENT, UTILITY BILLS, AND MORE WITH A WIDE RANGE OF PEOPLE WHO HAVEN'T WORKED FOR WELL OVER A YEAR STILL STRUGGLING TO FIND WORK IN 2024 WITH NO WORK ON THE HORIZON.MPTF REMAINS FOCUSED ON IMPROVING THE WELL-BEING OF THE INDUSTRY WORKER AND RETIREE POPULATION BY ADDRESSING SOCIAL DETERMINANTS OF HEALTH. MPTF'S WORK IS ORGANIZED AROUND FIVE GOALS, WITH THE ENTERTAINMENT INDUSTRY WORKFORCE AT ITS CENTER; SAFETY NET, WELLNESS, SUPPORTIVE COMMUNITY, EXTENDING CREATIVITY AND EDUCATION.MPTF CONTINUALLY GAUGES COMMUNITY NEEDS THROUGH FOCUS GROUPS, SURVEYS, AND ONGOING DIALOGUE WITH ENTERTAINMENT INDUSTRY GUILDS, UNIONS AND HEALTH PLANS. MPTF WORKS WITH LA COUNTY DEPARTMENT OF HEALTH, AARP, AARP FOUNDATION, ALZHEIMER'S GREATER LOS ANGELES, ALZHEIMER'S NATIONAL, USC CAREGIVER RESOURCE CENTER, LOS ANGELES ALLIANCE FOR COMMUNITY HEALTH AND AGING, THE DEPARTMENT OF AGING AND DISABILITIES, AND OTHERS TO MONITOR AND GATHER RELEVANT DATA RELATED TO AREA HEALTH CARE NEEDS. MAJOR IDENTIFIED HEALTH NEEDS: DIABETES, HYPERTENSION, HIGH CHOLESTEROL, DEPRESSION AND ANXIETY, DEMENTIA, ARTHRITIS MANAGEMENT AND HEALTH MANAGEMENT.ADDITIONAL NEEDS: MEDICAL MANAGEMENT AND OUT-OF-NETWORK COVERAGE ISSUES REMAIN PROBLEMATIC; GROWING NEED AND UNDERSUPPLY OF SENIOR SERVICES, INCLUDING SKILLED NURSING AND ACUTE MENTAL HEALTH CARE; RISE IN INSURANCE PREMIUMS, CO-PAYMENTS AND DEDUCTIBLES: TRANSPORTATION ACCESS; SOCIAL ISOLATION FOR OLDER ADULTS; ALZHEIMER'S DISEASE AND RELATED DEMENTIAS (ADRD) IDENTIFIED AS THE THIRD LEADING CAUSE OF DEATH IN LA COUNTY. SAFETY ISSUES AROUND AGING IN COMMUNITY AND CAREGIVING DEMANDS.PLAN TO ADDRESS NEEDS: BASED ON INTERNAL DISCUSSION, DELIBERATIONS WITH ITS BOARD, INPUT FROM KEY CONSTITUENTS, MARKET ANALYSIS, AND DISCUSSIONS WITH OTHER REGIONAL CARE PROVIDERS, MPTF IS FOCUSING ON THE FOLLOWING AREAS VIS--VIS THE COMMUNITY THAT IT SERVES:BUILDING ON ITS NATIONALLY-RECOGNIZED PLATFORM OF COMMUNITY-BASED PALLIATIVE CARE SERVICES TO INCREASE EARLY INTERVENTIONS IN THE LIVES OF INDUSTRY MEMBERS AND THEIR FAMILIES WHO HAVE RECEIVED SERIOUS MEDICAL DIAGNOSES. CONTINUE PROGRAM EXPANSION AS CONTEMPLATED UNDER THE UNIHEALTH PLANNING GRANT. ADVOCATING FOR A LONG-TERM SUSTAINABLE REIMBURSEMENT MODEL.IN 2023, THE PALLIATIVE CARE TEAM HELD AN ADVANCE CARE PLANNING WORKSHOP VIA ZOOM FOR INDUSTRY MEMBERS. THIS WORKSHOP HELPED INDIVIDUALS AND FAMILIES DEFINE THEIR GOALS FOR THEIR CARE AND COMPLETE THE NECESSARY DOCUMENTS TO ENSURE THEIR WISHES GUIDE THEIR FUTURE MEDICAL TREATMENT.PALLIATIVE CARE AND THE INNOVATION DEPARTMENT LAUNCHED A SERIES OF EDUCATIONAL VIRTUAL PRESENTATIONS DIRECTED AT FAMILY CAREGIVERS. COMMUNITY EXPERTS ON TOPICS SUCH AS MEDI-CAL AND SEPARATION OF ASSETS PRESENTED VIA AN INTERACTIVE ZOOM FORMAT. SESSIONS WERE RECORDED WITH THE GOAL OF CREATING A VIDEO LIBRARY TO BENEFIT FUTURE CAREGIVERS. THE SERIES OF PRESENTATIONS WILL CONTINUE IN 2024.THE IMPACT OF THE FIRST DUAL STRIKE SINCE 1960, WITH THE WGA ON STRIKE FOR 148 DAYS AND SAG-AFTRA FOR 118 DAYS, CREATED IMMEDIATE HARDSHIPS FOR BELOW-THE-LINE WORKERS, AFFECTING TENS OF THOUSANDS OF CREW MEMBERS. RENT, MORTGAGES, EDUCATION COSTS, CAR PAYMENTS, HEALTH INSURANCE, AND MEDICAL EXPENSES BECAME MAJOR OBSTACLES, AND MPTF'S TEAM OF SOCIAL WORKERS STEPPED IN TO OFFER RELIEF AND RESOURCES. MPTF RECEIVED 13,280 CALLS FROM INDUSTRY MEMBERS AFFECTED BY THE WORK STOPPAGE. 78% OF THE INDUSTRY MEMBERS RECEIVING ASSISTANCE WERE BELOW-THE-LINE CREW.MPTF EXPANDED FINANCIAL AID RESOURCES DURING THE 2023 WORK STOPPAGES DELIVERING OVER $11 MILLION IN FINANCIAL AID TO INDUSTRY MEMBERS IN NEED. EMERGENCY FINANCIAL ASSISTANCE GRANTS ARE AVAILABLE TO QUALIFYING ENTERTAINMENT INDUSTRY INDIVIDUALS WHO ARE EXPERIENCING DIFFICULTY IN MEETING LIVING EXPENSES DUE TO ILLNESS, DISABILITY, UNEMPLOYMENT, OR INSUFFICIENT INCOME AND RESOURCES. GRANTS COVER A VARIETY OF ISSUES INCLUDING: IMMEDIATE NEEDS (FOOD, RENT, MORTGAGE PAYMENT, OR UTILITY BILLS) AS WELL AS INSURANCE PREMIUM GAPS, HOME CARE OR ROOM & BOARD IN RETIREMENT FACILITIES. OF OUR UNDER-65 CLIENTS, 97% WERE DETERMINED TO BE IN-CRISIS OR AT-RISK, UNDERLINING THE CONTINUING IMPORTANCE OF OUR SERVICES.MPTF'S CAMPUS TV STATION PROVIDES LIVE SHOWS FOR AND BY RESIDENTS. INDUSTRY MEMBERS VOLUNTEER THEIR TIME TO HOST A VARIETY OF PROGRAMS. THE STATION OFFERS INTERACTIVE, LIVE PROGRAMING PROVIDED SEVERAL DAYS PER WEEK TO STRENGTHEN SOCIAL CONNECTIVITY AND TO PROVIDE A CREATIVE OUTLET FOR SENIORS AND INDUSTRY MEMBER VOLUNTEERS OF ALL AGES.MPTF'S COLLABORATION WITH AN INDEPENDENT DEVELOPER AND OPERATOR WAS COMPLETED IN 2023. THE PROCEEDS OF THE LAND SALE WILL SUPPORT MPTF'S MISSION. THE NEW OWNER WILL DEVELOP A SENIOR LIVING DEVELOPMENT ADJACENT TO THE MPTF WASSERMAN CAMPUS HILLS THAT WILL PROVIDE INDEPENDENT LIVING, ASSISTED LIVING AND MEMORY CARE.THE SOCIAL SERVICES DEPARTMENT CONTINUES TO REACH OUT TO INDUSTRY MEMBERS IN THE COMMUNITY THROUGH EDUCATIONAL AND INFORMATIONAL PRESENTATIONS AT PROFESSIONAL GATHERING IN THE LOS ANGELES AREA. IN 2023, WE REACHED OUT TO OVER 1,500 INDUSTRY MEMBERS AT 17 DIFFERENT EVENTS, INCLUDING IATSE LOCALS, TEAMSTERS, AND MPIPHP.MPTF ADDRESSES NEEDS THROUGH ITS INSURANCE COUNSELING AND PREMIUM SUPPORT, CRISIS SUPPORT AND CONFIDENTIAL REFERRALS. IN 2023, MPTF ENROLLED 817 LOW-INCOME OR UNINSURED CLIENTS INTO COVERAGE.MPTF'S VETERANS BENEFITS PROGRAM ASSISTS ENTERTAINMENT COMMUNITY MEMBERS IN OBTAINING THE GOVERNMENT BENEFITS FOR WHICH THEY QUALIFY. SINCE ITS INCEPTION, MPTF'S VETERANS BENEFITS PROGRAM HAS SECURED OVER $1,808,636 IN RETROACTIVE BENEFITS. IN 2023, MPTF SCREENED 763 VETERANS/SPOUSES FOR CURRENT OR FUTURE BENEFITS, CONNECTED VETERANS TO $302,135 IN RETROACTIVE BENEFITS, AND SECURED $37,766 IN ONGOING MONTHLY BENEFITS.MPTF CONTINUES TO PROVIDE HIGH QUALITY INPATIENT SERVICES TO THOSE INDUSTRY MEMBERS SUFFERING MEMORY IMPAIRMENT OR RELATED ISSUES. MPTF ALSO PROVIDES INPATIENT GERIATRIC PSYCHIATRY SERVICES IN ITS 12 BED PRIVATE ROOM DEDICATED UNIT.MPTF IS A CENTER OF EXCELLENCE UNDER THE SOUTHERN CALIFORNIA GERIATRIC SOCIAL WORK EDUCATION CONSORTIUM. DURING THE 2023/24 ACADEMIC YEAR, MPTF OFFERED TRAINING AND SPECIALIZED INTERNSHIPS TO 5 GSWEC STUDENTS FROM 3 DIFFERENT UNIVERSITIES (UCLA, CAL STATE LONG BEACH, AND CAL STATE NORTHRIDGE). SINCE JOINING THE CONSORTIUM IN 2004, MPTF HAS HOSTED OVER 60 GRADUATE STUDENTS IN THIS IMPORTANT TRAINING PROGRAM. ON AVERAGE, THEY EACH CONTRIBUTE UP TO 600 HOURS OF SOCIAL SERVICE WORK PER INTERNSHIP DEPENDING ON THE CRITERIA OF THEIR UNIVERSITY.THE DAILY CALL SHEET MATCHES ISOLATED OLDER ADULTS AND DISABLED MEMBERS OF THE ENTERTAINMENT COMMUNITY WITH INDUSTRY VOLUNTEERS WHO CONDUCT PHONE CALLS TO ENSURE A MODEL OF SOCIAL ENGAGEMENT. IN 2023, 114 VOLUNTEERS MADE 6,626 CALLS PROVIDING 1,382 HOURS OF SOCIAL CONVERSATION, REDUCING THE SOCIAL ISOLATION WHILE AT THE SAME TIME PROVIDING A SENSE OF PURPOSE AND MEANING TO BOTH VOLUNTEERS AND RECIPIENTS.IN 2023, MPTF'S 680 VOLUNTEERS PROVIDED 43,232 HOURS AND MADE OVER 50,000 DIRECT SERVICE CONNECTIONS WITH MEMBERS OF THE ENTERTAINMENT COMMUNITY. THESE DEDICATED VOLUNTEERS ENHANCE THE QUALITY OF LIFE FOR SENIORS BY PROVIDING SOCIAL ENGAGEMENT, FOSTERING CREATIVITY, BUILDING TECHNOLOGY SKILLS, AND HELPING THEM STAY RELEVANT. THEIR EFFORTS ALLOW MPTF TO EXPAND ITS SERVICES, REACH AND SERVE MORE CLIENTS, AND ENGAGE INDUSTRY MEMBERS IN MEANINGFUL WAYS, ULTIMATELY SUPPORTING THE HEALTHY LIVING AND AGING OF OUR ENTERTAINMENT INDUSTRY FAMILY.PASSING THE TORCH, MPTF'S NEWEST INITIATIVE, IS AN INTERGENERATIONAL MENTORSHIP PROGRAM ADDRESSING THE URGENT NEED TO INCREASE DIVERSITY AND DECREASE AGEISM IN THE ENTERTAINMENT INDUSTRY, FOCUSING ON UNDERSERVED COMMUNITIES. PASSING THE TORCH RECEIVED THE 2023 GENERATIONS UNITED INTERGENERATIONAL INNOVATION AWARD AND WAS RECOGNIZED BY THE NATIONAL COUNCIL ON AGING AS A PROGRAM OF EXCELLENCE. MOTION PICTURE AND TELEVISION HOSPITAL PART V, SECTION B, LINE 16J: A PLAN LANGUAGE FAP SUMMARY IS PROVIDED TO ALL PATIENTS ON ADMISSION. THE FAP IS ON CONSPICUOUS DISPLAY IN THE HOSPITAL ADMISSIONS AREA. THE HOSPITAL PATIENT BUSINESS SERVICES DEPARTMENT ALSO NOTIFIES PATIENTS ABOUT THE FAP DURING COMMUNICATIONS WITH PATIENTS RELATED TO OUTSTANDING BALANCES. THE FINANCIAL ASSISTANCE APPLICATION IS ALSO POSTED AT HTTPS://MPTF.COM/HELP-PAYING-YOUR-BILL/ PART I, LINE 7: THE COSTING METHODOLOGY UTILIZED FOR PART I, LINE 7 AND PART II REPRESENTS DIRECT COST OF THE PROGRAMS PLUS AN ALLOCATION OF OVERHEAD AND INFORMATION TECHNOLOGY APPLIED USING RELEVANT COST DRIVERS. A COST-TO-CHARGE RATIO, DERIVED FROM FORM 990 INSTRUCTIONS, WORKSHEET 3, RATIO OF PATIENT CARE COST-TO-CHARGES, WAS USED TO CALCULATE THE AMOUNTS PRESENTED IN PART I, LINE 7B. PART II, COMMUNITY BUILDING ACTIVITIES: MPTF PROVIDES VARIOUS COMMUNITY BUILDING PROGRAMS AND SERVICES INCLUDING SUBSIDIES FOR RETIREMENT COMMUNITY RESIDENTS, SUBSIDIZED RETIREE ACTIVITIES, SAFETY ASSESSMENTS AND PHYSICAL IMPROVEMENTS TO RETIREES' HOMES IN THE COMMUNITY AND CHILDCARE SERVICES. APPROXIMATELY 52% OF MPTF'S RETIREMENT COMMUNITY RESIDENTS RECEIVE SOME LEVEL OF FINANCIAL SUBSIDY FROM MPTF (SUBSIDIES ON RENT, HEALTH INSURANCE PREMIUMS, CAREGIVING SUPPORT, MEDICATION, AND OTHER NECESSITIES). MPTF PROVIDES A VARIETY OF RETIREE ACTIVITIES DESIGNED TO ENCOURAGE MENTAL AND PHYSICAL ENGAGEMENT. THESE ACTIVITIES INCLUDE THE SABAN HEALTH AND WELLNESS CENTER OFFERING STATE OF THE ART AQUATIC AND LAND-BASED FITNESS PROGRAMS, VARIOUS LIFESTYLE AND FAMILY LEARNING COURSES, AND A MEDIA CENTER WHICH ENGAGES RETIREES IN WRITING, DEVELOPING, DIRECTING, AND PRODUCING PROGRAMMING FOR AN IN-HOUSE TELEVISION CHANNEL AND EXTERNAL OUTLETS. IN ADDITION, MPTF PROVIDES CHILDCARE SERVICES FOR APPROXIMATELY 109 CHILDREN AT THE SAMUEL GOLDWYN FOUNDATION CHILDCARE CENTER. PART III, LINE 2: AMOUNT REPORTED REPRESENTS ACTUAL AMOUNTS OWED THAT HAVE BEEN WRITTEN OFF. PART III, LINE 3: SINCE THERE WERE NO BAD DEBTS IN THE CURRENT YEAR, NONE WERE APPLICABLE TO THE PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY AND NO BAD DEBT WAS REPORTED AS COMMUNITY BENEFIT. PART III, LINE 4: THE ORGANIZATION DOES NOT HAVE A FOOTNOTE IN THE FINANCIAL STATEMENTS RELATED TO BAD DEBT. AMOUNTS ARE IMMATERIAL. PART III, LINE 8: THE SHORTFALL REPORTED IS CONSIDERED COMMUNITY BENEFIT AS THE SERVICES PROVIDED MEET THE NEEDS OF THE COMMUNITY MPTF SERVES BUT ARE NOT EXPECTED TO BE FINANCIALLY SELF-SUPPORTING. THE SOURCE FOR THE SHORTFALL REPORTED ON LINE 7 IS THE AMOUNT AS FILED ON THE MEDICARE COST REPORT FOR 2023. PART III, LINE 9B: DURING THE COLLECTION PROCESS, IF A PATIENT INDICATES AN INABILITY TO PAY THEY ARE PROVIDED AN OPPORTUNITY TO COMPLETE THE APPLICATION FOR HOSPITAL CHARITY. AFTER REVIEWING THE PACKAGE, AND IF THE PATIENT QUALIFIES, THE AMOUNTS FORGIVEN ARE RECORDED AS CHARITY. PART VI, LINE 2: NEEDS ASSESSMENT:AS DESCRIBED IN SCHEDULE O, MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. MPTF REGULARLY EVALUATES THOSE SERVICES WITH INPUT FROM ENTERTAINMENT INDUSTRY-BASED HEALTH PLANS AND FRONT-LINE STAFF, INCLUDING PHYSICIANS AND OTHER CLINICAL STAFF, TO ENSURE THEY BEST MEET THE NEEDS OF THOSE SERVED. IN ADDITION, MPTF SOLICITS FEEDBACK FROM THOSE SERVED THROUGH REGULARLY CONDUCTED SATISFACTION SURVEYS. RESULTS OF THOSE SURVEYS ARE USED TO EVALUATE THE EFFECTIVENESS OF SERVICES AND IMPLEMENT IMPROVEMENTS WHEN NECESSARY. PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE:MPTF NOTIFIES PATIENTS OF THE OPPORTUNITY TO QUALIFY FOR CHARITY AT THE POINT OF REGISTRATION/ADMITTING. IN EACH SUCH AREA, SIGNS DESIGNED TO INFORM THE PATIENT OF THE AVAILABILITY OF CHARITY ARE POSTED. IN ADDITION, AFTER SERVICES HAVE BEEN PROVIDED, MPTF'S BILLING DEPARTMENT STAFF MAY BECOME AWARE THAT THE PATIENT MAY QUALIFY FOR CHARITY. IN SUCH CASES THE CHARITY APPLICATION IS COMPLETED, AND IF THE PATIENT QUALIFIES, THE BALANCE OF THE ACCOUNT WILL BE TREATED AS CHARITY. MPTF ALSO NOTIFIES PATIENTS OF FEDERAL, STATE AND LOCAL GOVERNMENT PROGRAMS AT THE POINT OF REGISTRATION/ ADMITTING INCLUDING MEDICARE AND MEDI-CAL, IF APPLICABLE. MPTF ALSO OFFERS SOCIAL SERVICES WHERE PATIENTS ARE INFORMED OF A WIDER ARRAY OF SERVICES AND PROGRAMS IN ADDITION TO THOSE FOCUSED ON HEALTH CARE. PART VI, LINE 4: COMMUNITY INFORMATION:AS DESCRIBED IN SCHEDULE O, MPTF PROVIDES VARIOUS PROGRAMS AND CHARITABLE SERVICES TO THE ENTERTAINMENT COMMUNITY. PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH:MPTF OPERATES A HOSPITAL LICENSED BY THE STATE OF CALIFORNIA AND REPORTS INFORMATION REGARDING THIS HOSPITAL ON FORM 990, SCHEDULE H, BUT MPTF IS NOT EXEMPT FROM TAXATION AS A HOSPITAL DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 170 (B) (1) (A) (III). MPTF HAS BEEN RECOGNIZED BY THE IRS FOR THE PAST 102 YEARS AS A PUBLICLY SUPPORTED ORGANIZATION EXEMPT FROM TAXATION UNDER IRC SECTION 170 (B) (1) (A) (VI).MPTF PROVIDES VARIOUS PROGRAMS AND SERVICES DESIGNED TO POSITIVELY IMPACT THE OVERALL HEALTH OF THOSE SERVED. MPTF'S WASSERMAN CAMPUS PROVIDES RETIREES WITH A VIBRANT COMMUNITY AND BEAUTIFUL CAMPUS OFFERING FACILITIES, PROGRAMS AND SERVICES WHICH MAXIMIZE THE QUALITY OF RETIREMENT LIVING AND PROMOTE ENGAGEMENT. PART VI, LINE 6: THE ORGANIZATION DOES NOT HAVE AN AFFILIATED HEALTH SYSTEM. 1 SHELTER, MEDICAL CARE AND FOOD FOR INDIGENTS 4365 8349554 0 NONE NONE PART I, LINE 2: MPTF MANAGES THE USE OF FINANCIAL ASSISTANCE FUNDS THROUGH ITS SOCIAL SERVICES FUNCTION AND CASE COMMITTEE OF THE BOARD. MPTF'S SOCIAL SERVICE FUNCTION IS STAFFED WITH MASTERS LEVEL SOCIAL SERVICE PROFESSIONALS. AN APPLICANT COMPLETES A DETAILED APPLICATION WITH SUPPORTING DOCUMENT COPIES. THE SCREENING PROCESS FOR EACH APPLICANT INCLUDES A SOCIAL WORKER REVIEWING THE INFORMATION PRESENTED AND INTERVIEWING THE APPLICANT. ALL NEW CASES INCLUDE A REVIEW AND APPROVAL BY A MANAGER OR SUPERVISOR PRIOR TO PROVISION OF ANY FINANCIAL ASSISTANCE. IF THE CUMULATIVE AMOUNT OF FINANCIAL ASSISTANCE TO THE INDIVIDUAL EXCEEDS $7,500 THE RELATED APPLICATION IS SUBMITTED TO MPTF'S SOCIAL SERVICES GOVERNING BODY FOR REVIEW AND APPROVAL. THE SOCIAL SERVICES GOVERNING BODY WILL REVISIT CASES AT LATER TIMES AND AMOUNT INTERVALS, AS SET FORTH BY BOARD COMMITTEE ACTION OR GUIDELINES. IN 2023, THE ENTERTAINMENT INDUSTRY FACED A CHALLENGE NOT EXPERIENCED SINCE 1960: A DUAL STRIKE. PRODUCTION WORK CAME TO A GRINDING HALT IMMEDIATELY, CREATING HARDSHIPS FOR EVERYONE IN THE INDUSTRY, INCLUDING TENS OF THOUSANDS OF CREW MEMBERS. RENT, MORTGAGES, EDUCATION COSTS, CAR PAYMENTS HEALLH INSURANCE, AND MEDICAL EXPENSES BECAME MAJOR FINANCIAL OBSTACLES, AND MPTF'S SOCIAL SERVICES TEAM STEPPED IN TO OFFER RELIEF AND RESOURCES. X X X X X 0 1 0 0 0 0 0 1 0 ROBERT L BEITCHER PRESIDENT / CEO 643969 0 125000 0 47234 0 7783 0 21041 0 845027 0 0 0 SHARON A SIEFERT VP, LEGAL AFFAIRS 233322 0 45000 0 16829 0 7681 0 19109 0 321941 0 0 0 JEFF ARNETT TREASURER / CFO 216192 0 25000 0 13381 0 9146 0 20777 0 284496 0 0 0 CHRIS G LIVANOS CHIEF INFORMATION OFFICER 230594 0 0 0 9710 0 7393 0 22241 0 269938 0 0 0 COURTENEY D BAILEY CHIEF DEVELOPMENT OFFICER 210776 0 0 0 10202 0 6739 0 19012 0 246729 0 0 0 MICHAEL H KUEHL CHIEF FINANCIAL OFFICER (THRU 2/23) 132133 0 20000 0 2239 0 14268 0 17991 0 186631 0 0 0 LINDA K HEALY VP, CHIEF INNOVATION OFFICER 233992 0 0 0 8806 0 12886 0 23366 0 279050 0 0 0 JULIA KYLE DIRECTOR, PHARMACY SERVICES 185964 0 0 0 11160 0 7093 0 16069 0 220286 0 0 0 JENNIFER S CALIXTO DIRECTOR, LONG TERM CARE 199041 0 0 0 9319 0 6374 0 19391 0 234125 0 0 0 SHEILA MARTIN RISK MGT & REGULATORY AFFAIRS 188075 0 0 0 4954 0 4814 0 16568 0 214411 0 0 0 RHEYVONN ABUEG RN, PSYCHIATRY 176936 0 0 0 4840 0 4567 0 16213 0 202556 0 0 0 PART I, LINE 4B MPTF PROVIDES A STANDARD PROGRAM OF HEALTH, WELFARE AND RETIREMENT BENEFITS TO ALL OF ITS EMPLOYEES AND LIMITED PERQUISITES TO SOME OF ITS EXECUTIVES. PRIOR TO 2017, MPTF OFFERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (EXECUTIVE SERP). DURING THE YEAR, AN AGGREGATE AMOUNT OF $25,757 WAS DISTRIBUTED TO FORMER MPTF EMPLOYEES. UNDER THE EXECUTIVE SERP, MPTF IS CONTRACTUALLY OBLIGATED TO MAKE THESE DISTRIBUTIONS. PART I, LINE 7 MPTF MAINTAINS AN ANNUAL INCENTIVE PLAN THAT ALLOWS CERTAIN EXECUTIVES TO EARN AN INCENTIVE AWARD. FOR THE 2023 PLAN YEAR AN INCENTIVE WAS APPROVED BY THE COMPENSATION COMMITTEE. UNDER A SEPARATE PLAN, THE CEO'S INCENTIVE PAY FOR THE 2023 PLAN YEAR WAS APPROVED BY THE COMPENSATION COMMITTEE AND THE FULL BOARD AND PAID IN 2023. A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY 680164610 2017-12-28 19805000 PROCEEDS USED TO CURRENTLY REFUND PRIOR BOND ISSUE 0 0 0 A 12835000 19805000 358173 19446827 2017 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 X 6966 SEE PART II X 2 12252 SALES PRICE X 9 121809 SEE PART II X 4 4369 X DONOR GIFTS 72 213461 SEE PART II 1 0 1 1 PART I, LINE 30B: THE NUMBERS REPORTED IN PART I, COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. IN ADDITION, ALL NONCASH CONTRIBUTIONS WERE RECORDED AT THE ESTIMATED VALUE PROVIDED BY THE DONOR. FORM 990, PART VI, SECTION A, LINE 2 MPTF PROVIDES SERVICES TO THE ENTERTAINMENT COMMUNITY AND THERE ARE MPTF ENTITY DIRECTORS WHO HAVE VARYING ROLES WITH OTHER ENTERTAINMENT RELATED ENTITIES. THERE MAY BE OTHER DIRECT TRANSACTIONS RESULTING IN ADDITIONAL BUSINESS RELATIONSHIPS. SOME OF THESE ENTERTAINMENT RELATED ENTITIES INCLUDE INDUSTRY-BASED PENSION AND HEALTH PLANS, INDUSTRY RELATED UNIONS AND FOR PROFIT ENTERTAINMENT INDUSTRY COMPANIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY MOSS ADAMS, LLP, BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. THE DRAFT FORM 990 AND ALL SUPPORTING SCHEDULES WERE REVIEWED IN DETAIL BY MPTF MANAGEMENT AND THE CHAIR OF THE AUDIT COMMITTEE. THE COMPLETED FORM 990 WAS APPROVED BY THE AUDIT COMMITTEE AND THE PUBLIC DISCLOSURE COPY WAS PROVIDED TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE IS SENT TO ALL BOARD MEMBERS AND EMPLOYEES AT THE LEVEL OF MANAGER AND ABOVE. THE VICE PRESIDENT OF LEGAL AFFAIRS COLLECTS AND REVIEWS THE QUESTIONNAIRES AND THEN PROVIDES A SUMMARY OF THE ANSWERS TO THE CEO. IN CONSULTATION WITH THE CHAIR OF THE BOARD, THE CEO PURSUES ANY NECESSARY FOLLOW-UP. THE BOARD'S BYLAWS ALSO REQUIRE NOTIFICATION TO THE CHAIR OF ANY POTENTIAL CONFLICTS AT THE TIME THE CONFLICT ARISES. ONCE NOTICE OF A POTENTIAL CONFLICT IS RECEIVED, THE CHAIR OF THE BOARD APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO PERFORM DUE DILIGENCE ON THE POTENTIAL CONFLICT. ONCE THE DUE DILIGENCE IS PERFORMED A DISCUSSION OF THE FACTS IS PRESENTED TO THE REMAINDER OF THE BOARD MEMBERS (WITH THE MEMBER POTENTIALLY CONFLICTED NOT PRESENT) WHO VOTE ON WHETHER THE TRANSACTION IS IN THE BEST INTEREST OF THE CORPORATION. IF A CONFLICT IS DISCOVERED WHICH WAS NOT REPORTED, THE BOARD MAY TAKE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ("COMPENSATION COMMITTEE") IS RESPONSIBLE FOR ESTABLISHING THE EXECUTIVE COMPENSATION POLICY AND PROGRAMS FOR SENIOR EXECUTIVES OF MPTF, AND THE MPTF COMPENSATION COMMITTEE OF MANAGEMENT (THE "MANAGEMENT COMMITTEE") IS RESPONSIBLE FOR ADMINISTERING THE COMPENSATION POLICY AND PROGRAMS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE CEO AND OTHER SENIOR EXECUTIVES AND APPROVES ANY CHANGES TO BASE SALARY, INCENTIVE PLAN GOALS, OBJECTIVES AND AWARDS, AND EMPLOYMENT AGREEMENTS. THE MANAGEMENT COMMITTEE PERFORMS THE SAME TASKS FOR ALL OTHER MPTF EXECUTIVES AND EMPLOYEES. AN INDEPENDENT OUTSIDE CONSULTANT IS RETAINED TO PROVIDE MARKET COMPARABILITY DATA AND ADVISE ON EXTERNAL MARKET PRACTICES, INCLUDING RELEVANT INFORMATION FROM THE FORM 990S OF OTHER ORGANIZATIONS. THE GENERAL POLICY AND/OR PRACTICE OF THE COMPENSATION COMMITTEE AND THE MANAGEMENT COMMITTEE IS TO COMPENSATE MPTF'S EXECUTIVES AT APPROXIMATELY THE MEDIAN OF THE MARKET FOR COMPARABLE ROLES AND RESPONSIBLITIES, WITH SUCH EXCEPTIONS AS THE COMPENSATION COMMITTEE OR, AS APPLICABLE, THE MANAGEMENT COMMITTEE, DEEMS TO BE REASONABLE IN CONSULTATION WITH THE OUTSIDE CONSULTANT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT CURRENTLY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES - SEE BELOW: PROGRAM SERVICE EXPENSES 7,288,638. MANAGEMENT AND GENERAL EXPENSES 338,912. FUNDRAISING EXPENSES 133,055. TOTAL EXPENSES 7,760,605. FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY 932,264. CHANGE IN SPLIT INTEREST AGREEMENTS 134,778. NET LOSS FROM UNCOLLECTIBLE PLEDGES -3,474. NET UBI FROM K-1S -1,250. THE INDUSTRY ADVANTAGE LLC 23388 MULHOLLAND DRIVE WOODLAND HILLS CA 91364 208827584 HEALTH CARE DE MPTF C 225325 802909 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0