SAG-AFTRA PRODUCERS INDUSTRY ADVANCEMENT AND COOPERATIVE FUND (EIN 954428911) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

DAVID CHOI

Phone

8189549400

Tax Period

2023-01-01 to 2023-12-31

SAG-AFTRA PRODUCERS INDUSTRY ADVANCEMENT AND COOPERATIVE FUND, founded in 1992, is a mid-sized nonprofit that reported $13.1M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Net assets of $38.1M represent 35 months of operating reserves.

Mission

PROVIDES EDUCATIONAL AND INFORMATIONAL ASSISTANCE TO PERFORMERS AND PRODUCERS THAT IMPROVE AND PROMOTE THE ORGANIZATION, ADVANCEMENT AND STANDARDS OF THE ENTERTAINMENT INDUSTRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $11,318,087

Investment Income $1,744,133

Other Revenue $0

TOTAL REVENUE $13,062,220

Expense Breakdown

Grants Paid $12,569,719

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,530,838

TOTAL EXPENSES $14,100,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,062,220	$14,896,270	-0.1%
Expenses	$14,100,557	$12,348,995	+0.1%
Net Income	$-1,038,337	$2,547,275	-1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$343,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL ESTRADA	CHIEF EXECUTIVE OFFICER	24.37	Highest	$0	$140,455	$796,174
JOSHI SAMEER	EXEC DIR, CONTRIBUTIONS & PEN	24.36	Highest	$0	$103,535	$592,569
GOKUL SHESHADRI	CHIEF OPERATING OFFICER	24.31	Highest	$0	$84,105	$476,806
HYUNG-GEE LEE	CHIEF OPERATING OFFICER	24.14	Highest	$0	$80,459	$446,913
DAVID CHOI	CHIEF FINANCIAL OFFICER	24.37	Highest	$0	$74,801	$437,584
ODELE KOHLSTRAND	CHIEF EXECUTIVE OFFICER	26.51	Officer	$0	$58,409	$343,329
RAY RODRIGUEZ	Trustee/Chair	1.0	Officer Director	$0	$0	$0
Tracy Owen	TRUSTEE/CHAIR (PAST)	1.0	Officer Director	$0	$0	$0
STACY MARCUS	TRUSTEE/CO-CHAIR	1.0	Officer Director	$0	$0	$0
John Carter Brown	Trustee	1.0	Director	$0	$0	$0
L Scott Caldwell	Trustee	1.0	Director	$0	$0	$0
Melinda Gavron	Trustee	1.0	Director	$0	$0	$0
SUSAN BOYD JOYCE	TRUSTEE (PAST)	1.0	Director	$0	$0	$0
Amy Aquino	TRUSTEE	1.0	Director	$0	$0	$0
John McGuire	Trustee	1.0	Director	$0	$0	$0
David Weissman	Trustee	1.0	Director	$0	$0	$0
Doug Wood	Trustee (PAST)	1.0	Director	$0	$0	$0
Duncan Crabtree-Ireland	Trustee	1.0	Director	$0	$0	$0
Grace Jun	Trustee	1.0	Director	$0	$0	$0
Kim Stevens	Trustee	1.0	Director	$0	$0	$0
Laura Ritchie	Trustee	1.0	Director	$0	$0	$0
Nick Fondulis	Trustee	1.0	Director	$0	$0	$0
Jane Lee	TRUSTEE	1.0	Director	$0	$0	$0
JAMAL STORY	TRUSTEE	1.0	Director	$0	$0	$0
DAN NAVARRO	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL ISSELIN	TRUSTEE	1.0	Director	$0	$0	$0
HELAYNE ANTLER	TRUSTEE	1.0	Director	$0	$0	$0
SHELDON KASDAN	TRUSTEE (PAST)	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$13,062,220	$14,100,557	$47,400,041	$-1,038,337
2022	$14,896,270	$12,348,995	$42,230,352	$2,547,275
2021	$14,495,979	$10,753,741	$42,175,426	$3,742,238
2020	$11,136,170	$9,559,488	$34,800,618	$1,576,682
2019	$13,505,020	$7,501,604	$30,469,478	$6,003,416

SAG-AFTRA PRODUCERS INDUSTRY ADVANCEMENT AND COOPERATIVE FUND