Nonprofit · EIN 95-4815790
AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND
Tax-exempt · VALLEY VLG, CA 91607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $84,027,914 | $76,978,659 | $7,049,255 | $204,581,778 | $77,394,121 | $127,187,657 |
| December 31, 2023 | 990 | $78,503,163 | $94,090,763 | -$15,587,600 | $192,102,971 | $74,882,875 | $117,220,096 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $73,462,147
- Investment income
- $9,753,532
- Net rental income
- -$6,312
- Net gain from sales of assets
- $4,271,636
- Other revenue
- $812,235
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,129,647
- Other salaries and wages
- $3,108,787
- Salaries, compensation and benefits (total)
- $5,640,092
- Professional fundraising fees
- $0
- Legal fees
- $928,073
- Accounting fees
- $10,525
- Occupancy
- $227,213
- Travel
- $78,171
- Depreciation
- $151,639
Balance sheet and other
- Total assets, start of year
- $192,102,971
- Total assets, end of year
- $204,581,778
- Total liabilities, end of year
- $77,394,121
- Net assets, end of year
- $127,187,657
- Land, buildings and equipment
- $12,591,602
- Publicly traded securities
- $147,029,425
- Gross receipts
- $165,299,204
- Employees
- 63
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stefanie Taub | Chief Executive Officer Officer | 40 | $379,876 | $68,098 |
| Sidney Kibodeaux White | Chief Operating Officer Officer | 40 | $268,619 | $84,635 |
| Lei Bowen | Chief Financial Officer Officer | 40 | $261,154 | $67,265 |
| Karen Tucker | HR Bus Partner (thru 8/2/24) Highest-paid employee | 40 | $268,502 | $34,500 |
| Robert Rusek | IT Director Highest-paid employee | 40 | $197,606 | $74,846 |
| Lorena Lewbel | Director, Applications Develop Highest-paid employee | 40 | $199,686 | $59,147 |
| Jeffrey Trafican | Controller Highest-paid employee | 40 | $175,421 | $36,926 |
| Maria Vittali | Manager FP and A Highest-paid employee | 40 | $148,996 | $36,740 |
| Duncan Crabtree-Ireland | trustee/co-chair Trustee or director, Officer | 1 | $0 | $0 |
| Tino Gagliardi | trustee/co-chair Trustee or director, Officer | 1 | $0 | $0 |
| Pat Coil | trustee Trustee or director | 1 | $0 | $0 |
| Dave Pomeroy | trustee Trustee or director | 1 | $0 | $0 |
| Marc Sazer | Alternate Trustee Trustee or director | 1 | $0 | $0 |
| Dan Navarro | trustee Trustee or director | 1 | $0 | $0 |
| Ray Hai | Alternate Trustee Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Janice Pendarvis | trustee Trustee or director | 1 | $0 |
| Jasper Randall | Alternate Trustee Trustee or director | 1 | $0 |
| Kristina Gorbacsov | Alternate Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEFANIE TAUB | Chief Executive Officer Officer | 40 | $362,562 | $64,530 |
| SIDNEY KIBODEAUX WHITE | CHIEF OPERATING OFFICER Officer | 40 | $255,459 | $81,205 |
| LEI BOWEN | CHIEF FINANCIAL OFFICER Officer | 40 | $246,859 | $61,333 |
| ROBERT RUSEK | IT DIRECTOR Highest-paid employee | 40 | $191,105 | $72,384 |
| LORENA LEWBEL | DIR, APPLICATIONS DEVELOPMENT Highest-paid employee | 40 | $186,910 | $56,652 |
| KAREN TUCKER | DIR, HR & LEGAL AFFARIS Highest-paid employee | 40 | $175,276 | $40,724 |
| JEFFREY TRAFICAN | CONTROLLER Highest-paid employee | 40 | $167,042 | $33,826 |
| MARIA VITTALI | MANAGER FP AND A Highest-paid employee | 40 | $136,550 | $31,241 |
| RAYMOND M HAIR JR | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAT COIL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TINO GAGLIARDI | TRUSTEE/CO-CHAIR Trustee or director | 1 | $0 | $0 |
| JOHN ACOSTA | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVE POMEROY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAN NAVARRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DUNCAN CRABTREE-IRELAND | TRUSTEE/CO-CHAIR Trustee or director | 1 | $0 | $0 |
| JANICE PENDARVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JASPER RANDALL | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTINA GORBACSAOV | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARC SAZER | ALTERNATE TRUSTEE(EFF.9/25/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4705 LAUREL CANYON BLVD STE 400, VALLEY VLG, CA 91607-5902
- In care of
- % JEFF TRAFICAN
- Principal officer (990 for 2024)
- LEI BOWEN, 4705 LAUREL CNYN BLVD 400, VALLEY VILLAGE, CA 91607
- Signed the 990
- LEI BOWEN, CHIEF FINCL. OFFICER
- Phone
- (818) 255-7980
- Website
- AFMSAGAFTRAFUND.ORG
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4815790 or by the name AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE FUND COLLECTS AND DISTRIBUTES ROYALTIES ON BEHALF OF NON-FEATURED INSTRUMENTAL MUSICIANS AND VOCALISTS.
Program accomplishments
- THE FUND COLLECTS AND DISTRIBUTES ROYALTIES ON BEHALF OF NON-FEATURED INSTRUMENTAL MUSICIANS AND VOCALISTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4815790
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y99)
- Assets (IRS master file)
- $204,581,778
- Income (IRS master file)
- $165,299,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $84,027,914 | $76,978,659 | $204,581,778 | IRS |
| 990 | December 2023 | $78,503,163 | $94,090,763 | $192,102,971 | XML |
| 990 | December 2022 | $93,590,107 | $75,704,957 | $186,427,172 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4815790).
Questions about AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND
- What is the EIN of AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND?
- The employer identification number (EIN) of AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND is 95-4815790.
- Is AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2011.
- Are donations to AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND?
- The 990 for the year ended December 31, 2024 names LEI BOWEN.
- Who are the officers and directors of AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND?
- The 990 for the year ended December 31, 2024 lists 18 people; 8 received compensation from the organization, the highest $379,876 (Stefanie Taub, Chief Executive Officer).
- How much revenue does AFM & SAG-AFTRA INTELLECTUAL PROPERTY RIGHTS DISTRIBUTION FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $84,027,914, expenses of $76,978,659 and total assets of $204,581,778 at year end.
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All nonprofits in VALLEY VLG · California · Mutual and membership benefit