2024-04-30T17:51:54-05:00 2023-06-30 952302617 SINGERLEWAK LLP 10960 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 990 2022-07-01 526072925 THE AMERICAN FILM INSTITUTE AMER 3238568429 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 LANG FREDRICKSON CFO 3238568429 2024-04-29 1 LANG FREDRICKSON 999009999 0 LIOR TEMKIN P00748170 3104773924 2024-04-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LANG FREDRICKSON 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 55513921 0 X WWW.AFI.COM X 1967 DC THE AMERICAN FILM INSTITUTE ("AFI") IS A NATIONAL INSTITUTE PROVIDING LEADERSHIP IN SCREEN EDUCATION AND THE RECOGNITION AND CELEBRATION OF EXCELLENCE IN THE ART OF FILM, TELEVISION AND DIGITAL MEDIA. 54 53 673 1000 75942 63517 12491452 16514418 21762635 22215700 4037272 579460 -316396 437545 37974963 39747123 1888508 2347445 0 0 19851581 20936061 0 0 3162020 14637280 11514725 36377369 34798231 1597594 4948892 53743906 64903355 6101858 10001053 47642048 54902302 X THE AMERICAN FILM INSTITUTE ("AFI") IS A NATIONAL INSTITUTE PROVIDING LEADERSHIP IN SCREEN EDUCATION AND THE RECOGNITION AND CELEBRATION OF EXCELLENCE IN THE ART OF FILM, TELEVISION AND DIGITAL MEDIA. 0 0 21205458 2347445 19911074 SEE SCHEDULE O 5282860 2196051 SEE SCHEDULE O 626615 108575 SEE SCHEDULE O 779569 PRESERVATION AND DOCUMENTATION:-AFI COLLECTION: THIS VITAL AND INDISPENSABLE PART OF THE LIBRARY OF CONGRESS ARCHIVE CONTINUES TO ACQUIRE AND PRESERVE FILMS AS PART OF ITS ONGOING MISSION TO MAINTAIN AMERICA'S FILM HERITAGE. THE COLLECTION INCLUDES OVER 27,500 TITLES, CONSISTING PRIMARILY OF THEATRICAL FEATURES AND SHORTS, AS WELL AS SUBSTANTIAL NUMBERS OF NEWSREELS, DOCUMENTARIES AND TELEVISION PROGRAMS.-AFI CATALOG: THIS DEFINITIVE ONLINE DATABASE SETS THE STANDARD AS THE SOURCE FOR ACCURATE INFORMATION ON THE ENTIRE HISTORY OF AMERICAN FILM. IT HAS BEEN CALLED "THE AUTHORITATIVE OXFORD ENGLISH DICTIONARY OF AMERICAN FILM." 779569 27894502 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 203 0 1 673 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 54 53 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA GA HI IL KS MD MA MI MN NH NJ NM NY NC OR PA RI SC UT VA WV WI X X LANG FREDRICKSON-THE ORGANIZATION 3238568429 2021 NORTH WESTERN AVE LOS ANGELES CA 90027 KATHLEEN KENNEDY CHAIR, BOARD OF TRUSTEES 10.00 X X 0 0 0 ROBERT A DALY CHAIR, BOARD OF DIRECTORS 10.00 X X 0 0 0 JON AVNET VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 RICHARD FRANK VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 MARSHALL HERSKOVITZ VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 EDWARD ZWICK VICE CHAIR, BOARD OF TRUST 5.00 X X 0 0 0 JEANINE BASINGER TRUSTEE 1.00 X 0 0 0 ALAN BERGMAN TRUSTEE 1.00 X 0 0 0 HALLE BERRY TRUSTEE 1.00 X 0 0 0 GARY BIRKENBEUEL TRUSTEE 1.00 X 0 0 0 JIM BREYER TRUSTEE 1.00 X 0 0 0 JAMES L BROOKS TRUSTEE 1.00 X 0 0 0 CHARLIE COLLIER TRUSTEE 1.00 X 0 0 0 FRAN DRESCHER TRUSTEE 1.00 X 0 0 0 AVA DUVERNAY TRUSTEE 1.00 X 0 0 0 NANCY COLLINS FISHER TRUSTEE 1.00 X 0 0 0 LESLI LINKA GLATTER TRUSTEE 1.00 X 0 0 0 BONNIE HAMMER TRUSTEE 1.00 X 0 0 0 DR CARLA D HAYDEN TRUSTEE 1.00 X 0 0 0 JOHN HENDRICKS TRUSTEE 1.00 X 0 0 0 ALAN HORN TRUSTEE 1.00 X 0 0 0 LISA P JACKSON TRUSTEE 1.00 X 0 0 0 PATTY JENKINS TRUSTEE 1.00 X 0 0 0 MICHAEL B JORDAN TRUSTEE 1.00 X 0 0 0 DONNA LANGLEY TRUSTEE 1.00 X 0 0 0 DEBRA L LEE TRUSTEE 1.00 X 0 0 0 LORI LEE TRUSTEE 1.00 X 0 0 0 DAVID LINDE TRUSTEE 1.00 X 0 0 0 EVA LONGORIA TRUSTEE 1.00 X 0 0 0 BRYAN LOURD TRUSTEE 1.00 X 0 0 0 LORI MCCREARY TRUSTEE 1.00 X 0 0 0 JONATHAN MILLER TRUSTEE 1.00 X 0 0 0 EDWARD JAMES OLMOS TRUSTEE 1.00 X 0 0 0 SHONDA RHIMES TRUSTEE 1.00 X 0 0 0 CHARLES RIVKIN TRUSTEE 1.00 X 0 0 0 JAY ROACH TRUSTEE 1.00 X 0 0 0 BRIAN ROBBINS TRUSTEE 1.00 X 0 0 0 JOSH SAPAN TRUSTEE 1.00 X 0 0 0 TED SARANDOS TRUSTEE 1.00 X 0 0 0 FRANK SCHERMA TRUSTEE 1.00 X 0 0 0 CHRIS SILBERMANN TRUSTEE 1.00 X 0 0 0 OCTAVIA SPENCER TRUSTEE 1.00 X 0 0 0 STEVEN SPIELBERG TRUSTEE 1.00 X 0 0 0 MEREDITH STIEHM TRUSTEE 1.00 X 0 0 0 ANTHONY VINCIQUERRA TRUSTEE 1.00 X 0 0 0 TODD WAGNER TRUSTEE 1.00 X 0 0 0 GEORGE STEVENS JR TRUSTEE 1.00 X 0 0 0 JEAN PICKER FIRSTENBERG TRUSTEE 1.00 X 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 40.00 X X 945789 0 16888 P JOHN BURKE SECRETARY 5.00 X X 0 0 0 PAMELA ABDY TRUSTEE 1.00 X 0 0 0 WYLIE A AITKEN ESQ TRUSTEE 1.00 X 0 0 0 ARIANA DEBOSE TRUSTEE 1.00 X 0 0 0 JANET YANG TRUSTEE 1.00 X 0 0 0 LANG FREDRICKSON CFO 40.00 X 343170 0 37751 RAYMOND BARRY DIR. AFI SILVER & CULTURAL 40.00 X 208160 0 11078 ROSCHOUNE DAY CHIEF RESOURCE OFFICER 40.00 X 267417 0 14501 JULI GOODWIN ROGINSON CHIEF COMMUNICATIONS OFFIC 40.00 X 264226 0 44433 SUSAN RUSKIN EX. VP & DEAN OF CONSERVAT 40.00 X 387944 0 29412 SANDRA CHEN-LAU CHIEF ADVANCEMENT OFFICER 40.00 X 270605 0 13568 CHRISTOPHER MERRILL SR. DIR AFI PRODUCTIONS 40.00 X 181161 0 10606 JANICE SAN JOSE CONTROLLER 40.00 X 155516 0 8617 STEPHEN LIGHTHILL DISCIPLINE HEAD, CINEMATOGRAPHY 40.00 X 154142 0 1211 LIANNE HALFON DISCIPLINE HEAD, PRODUCING 40.00 X 153229 0 8710 BENJAMIN PROCTER SR. DIR BUS & LEGAL AFFAIRS 40.00 X 150120 0 8184 3481479 0 204959 12 0 1 0 DOLBY THEATRE 6801 HOLLYWOOD BLVD SUITE 180 HOLLYWOOD CA 90028 THEATRE RENTAL 608790 THE JOE LEWIS COMPANY INC 12400 WILSHIRE BLVD SUITE 1275 LOS ANGELES CA 90025 EQUIPMENT RENTAL 534393 JACOBSON PAYROLL GROUP INC 11835 W OLYMPIC 1100 E LOS ANGELES CA 90064 PAYROLL 484953 HINMAN UNIVERSE ENTERPRISES 15865 WARMSPRINGS DR SANTA CLARITA CA 91387 CONSTRUCTION 353000 WOLFGANG PUCK CATERING 6801 HOLLYWOOD BLVD SUITE 513 LOS ANGELES CA 90028 CATERING SERVICE 311472 16 131771 220000 5608966 10553681 518028 16514418 EDUCATION & TRAINING 611430 19911074 19911074 EXHIBITION 611710 2196051 2196051 NATIONAL PROGRAMS 711110 108575 108575 22215700 1151767 1151767 192774 192774 201042 0 201042 201042 201042 15011560 15583867 -572307 -572307 -572307 118475 220000 182931 -64456 -64456 WEBSITE ADVERTISING 541800 75942 75942 OTHER INCOME 611710 32243 32243 108185 39747123 22215700 75942 941063 2347445 2347445 3145532 1086400 1421091 638041 13872310 11648907 957769 1265634 349056 301987 21383 25686 2233333 1758814 253128 221391 1335830 1019599 168279 147952 15961 15961 280505 280505 97777 97777 1899800 1527541 17899 354360 74401 47079 16428 10894 1681093 1371539 64951 244603 261099 240419 10340 10340 294312 245886 36135 12291 676172 522160 76601 77411 1388773 1214407 96045 78321 PRODUCTION COSTS 3007127 2948684 7474 50969 EQUIPMENT RENTAL & REPA 1437932 1399412 23502 15018 MISCELLANEOUS 358643 178089 172960 7594 PRINTING & PUBLICATIONS 41130 36134 3481 1515 34798231 27894502 3741709 3162020 6977467 11816649 2575728 1924098 313505 35251 993820 1443488 28055431 19094542 8743517 8960889 34139869 36482887 0 4240093 53743906 64903355 3274453 2152876 2827405 7848177 6101858 10001053 X 22306051 28591460 25335997 26310842 47642048 54902302 53743906 64903355 4948892 2311362 0 X 0 1 X 1 1 1 X 12809680 10943484 23038388 12491452 16514418 75797422 12809680 10943484 23038388 12491452 16514418 75797422 8974388 66823034 753841 659699 934887 1174555 1545583 5068565 47089 100198 78203 110142 75942 411574 119935 12136 37645 78249 32243 280208 81557769 98245017 0.81930 0.83300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 119,935. 2019 AMOUNT: $ 12,136. 2020 AMOUNT: $ 37,645. 2021 AMOUNT: $ 78,249. 2022 AMOUNT: $ 32,243. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22090718 166457 1921362 810250 23368287 24822143 553270 -2690969 593726 22090718 13500946 7839236 3841690 359729 24822143 13012602 705785 -71852 145589 13500946 12614035 176230 560527 338190 13012602 0.01950 0.77890 0.20160 1 0 2345188 2345188 15036636 9484736 5551900 365010 365017 -7 5481386 5050490 430896 4827211 4194299 632912 8960889 EMPLOYEE RETENTION CREDIT REFUND RECEIVABLE 4240093 4240093 X 43083997 2311362 2714678 182931 5208971 37875026 1872097 1872097 39747123 35823743 2714678 182931 2897609 32926134 1872097 1872097 34798231 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO FURTHER THE INSTITUTE'S STATED MISSION AND ITS RELATED PROGRAMS AND ACTIVITIES. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701(D). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE INSTITUTE AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE INSTITUTE 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: SPECIAL EVENT EXPENSES 182,931. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP GRANTS 1,774,320. INVESTMENT EXPENSE 97,777. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 182,931. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP GRANTS 1,774,320. INVESTMENT EXPENSE 97,777. AL AK AR CA CO CT GA HI IL KS ME MD MA MI MN NV NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WI WV AFI AWARDS 338475 220000 118475 182931 338475 220000 118475 182931 182931 -64456 1 CONSERVATORY GRANTS 224 573125 CASH GRANTS N/A SCHOLARSHIP GRANTS 125 1774320 CASH GRANTS N/A PART I, LINE 2: WE MAINTAIN RECORDS OF GRANTS IN OUR FUNDRAISING DATABASE, TESSITURA. WE HAVE A SELECT NUMBER OF AWARDS WE GIVE TO FELLOWS AND THEIR THESIS PROJECTS. EACH AWARD HAS ITS OWN APPLICATION PROCESS, USUALLY REQUIRING A LETTER AND SCRIPT SAMPLE. X X X X 0 0 0 0 0 0 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 945789 0 0 0 0 0 15250 0 1638 0 962677 0 0 0 SUSAN RUSKIN EX. VP & DEAN OF CONSERVAT 387944 0 0 0 0 0 15250 0 14162 0 417356 0 0 0 LANG FREDRICKSON CFO 343170 0 0 0 0 0 15250 0 22501 0 380921 0 0 0 JULI GOODWIN ROGINSON CHIEF COMMUNICATIONS OFFIC 264226 0 0 0 0 0 13624 0 30809 0 308659 0 0 0 SANDRA CHEN-LAU CHIEF ADVANCEMENT OFFICER 270605 0 0 0 0 0 11775 0 1793 0 284173 0 0 0 ROSCHOUNE DAY CHIEF RESOURCE OFFICER 267417 0 0 0 0 0 13315 0 1186 0 281918 0 0 0 RAYMOND BARRY DIR. AFI SILVER & CULTURAL 208160 0 0 0 0 0 10356 0 722 0 219238 0 0 0 CHRISTOPHER MERRILL SR. DIR AFI PRODUCTIONS 181161 0 0 0 0 0 9072 0 1534 0 191767 0 0 0 JANICE SAN JOSE CONTROLLER 155516 0 0 0 0 0 7903 0 714 0 164133 0 0 0 LIANNE HALFON DISCIPLINE HEAD, PRODUCING 153229 0 0 0 0 0 7591 0 1119 0 161939 0 0 0 BENJAMIN PROCTER SR. DIR BUS & LEGAL AFFAIRS 150120 0 0 0 0 0 7500 0 684 0 158304 0 0 0 STEPHEN LIGHTHILL DISCIPLINE HEAD, CINEMATOGRAPHY 154142 0 0 0 0 0 0 0 1211 0 155353 0 0 0 ROBERT GAZZALE PRESIDENT & CEO 220000 SEE PART VTHE ORGANIZATION PAID THE OFFICER FOR PROFESSIONAL SERVICES REGARDING PRODUCTION AND WRITING SERVICES. THIS AMOUNT IS ALREADY INCLUDED AS PART OF THE $945,789 DISCLOSED ON FORM 990 PART VII AND SCHEDULE J PART II. 0 X 9 518028 FMV 0 0 1 PART I, LINE 32B: THE ORGANIZATION'S INVESTMENT MANAGERS AUTOMATICALLY SELL ALL STOCK CONTRIBUTIONS RECEIVED BY ORGANIZATION AS SOON AS THEY ARE MADE AVAILABLE. FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: EDUCATION AND TRAINING: -AFI CONSERVATORY: THIS WORLD-RENOWNED FILM CONSERVATORY IS DEVOTED EXCLUSIVELY TO HANDS-ON LEARNING IN COLLABORATION WITH MASTER FILMMAKERS. OFFERING A TWO-YEAR ACCREDITED MFA PROGRAM, DEGREES ARE GRANTED IN SIX FILMMAKING DISCIPLINES - CINEMATOGRAPHY, DIRECTING, EDITING, PRODUCING, PRODUCTION DESIGN AND SCREENWRITING. THE AFI CONSERVATORY'S EXTRAORDINARY ALUMNI TESTIFY TO THE VALUE OF THE EXPERIENCE. -DIRECTING WORKSHOP FOR WOMEN: DEDICATED TO INCREASING THE NUMBER OF WOMEN WORKING PROFESSIONALLY AS DIRECTORS, THIS TUITION-FREE PROGRAM REMAINS THE ONLY ONE OF ITS KIND IN THE NATION. FORM 990, PART III, LINE 4B, DESCRIPTION OF PROGRAM SERVICE: EXHIBITION: -AFI ON SCREEN: AS THE LARGEST NONPROFIT FILM EXHIBITOR IN THE UNITED STATES, AFI ON SCREEN ENCOMPASSES: -AFI FEST - THIS IS ONE OF THE MOST INFLUENTIAL FILM FESTIVALS IN NORTH AMERICA, FEATURING A RICH SLATE OF 100 FILMS OVER 8 DAYS. IT COMBINES PRE-AWARDS SEASON RED CARPET PREMIERES WITH GLOBAL SHOWCASES OF THE BEST IN CONTEMPORARY CINEMA. -AFI SILVER THEATRE AND CULTURAL CENTER - THIS FILM AND VIDEO EXHIBITION SPACE OFFERS AN UNSURPASSED, RICHLY ECLECTIC PROGRAM OF INTERNATIONAL FIRST-RUN AND REPERTORY CINEMA - THE AFI SILVER CONNECTS A DIVERSE REGIONAL AUDIENCE WITH THE BEST THE ART FORM HAS TO OFFER IN A STATE-OF-THE-ART AND ARCHITECTURALLY SIGNIFICANT SCREENING ENVIRONMENT, IN SILVER SPRING, MARYLAND. THE THREE SCREENS ARE OPEN 365 DAYS A YEAR. FORM 990, PART III, LINE 4C, DESCRIPTION OF PROGRAM SERVICE: NATIONAL PROGRAMS: -AFI AWARDS (REVENUES & EXPENSES INCLUDED UNDER SPECIAL EVENTS): AN ALMANAC FOR THE 21ST CENTURY, AFI AWARDS RECORDS AND PRESERVES AMERICA'S CULTURAL LEGACY BY HONORING EXCELLENCE IN THE MOVING IMAGE ARTS AND DOCUMENTING AFI MOMENTS OF SIGNIFICANCE FOR THE YEAR. IT IS THE ONLY FORM OF NATIONAL RECOGNITION THAT ACKNOWLEDGES THE COLLABORATIVE NATURE OF FILM AND TELEVISION BY HONORING THE CREATIVE ENSEMBLES AS A WHOLE. FORM 990, PART VI, SECTION B, LINE 11B THE INSTITUTE ENGAGES A CPA FIRM TO PREPARE THE FIRST DRAFT OF THE FORM 990 BASED ON INFORMATION PROVIDED BY THE INSTITUTE'S FINANCE DEPARTMENT. THE FIRST DRAFT IS REVIEWED BY THE CEO AND CFO. THE FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL. A FINAL DRAFT IS MADE AVAILABLE TO ALL TRUSTEES USING THE INSTITUTE'S SECURE INTRANET SITE FOR REVIEW AND COMMENTS BEFORE IT IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE'S CONFLICT OF INTEREST POLICY INCLUDES FORMAL POLICIES AND PROCEDURES ON DISCLOSING POSSIBLE CONFLICTS. ANY POTENTIAL CONFLICTS ARE REQUIRED TO BE DISCLOSED IN WRITING ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCE DEPARTMENT RESEARCHES AND SUMMARIZES COMPENSATION FROM THE COMPETITIVE SET FOR THE ROLE. THE COMPENSATION COMMITTEE (PRESIDENT/CEO, CHAIRMAN OF BOARD OF DIRECTORS, VICE CHAIRMAN OF BOARD OF DIRECTORS - MINIMUM OF AT LEAST TWO OR MORE, WITH PRESIDENT/CEO EXCLUDED FROM THEIR OWN ROLE) REVIEW THE PROPOSED SALARY FOR THE AFI ROLE AGAINST THE COMPETITIVE SET DATA PROVIDED BY HUMAN RESOURCES. BASED ON THE REVIEW OF THE DATA THE COMMITTEE APPROVES OR MAKE CHANGES AS DEEMED NECESSARY TO THE PROPOSED COMPENSATION FOR THE AFI ROLE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, INFORMATIONAL RETURNS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE FOR PUBLIC INSPECTION ON WWW.GUIDESTAR.ORG.