Civic Intelligence

Will Rogers Motion Picture Pioneers Foundation

990 • Fiscal year 2022 • EIN 15-0533551

Apr 01, 2021 to Mar 31, 2022 • Filed on Feb 13, 2023

6767 Forest Lawn Dr 303Los Angeles, CA 90068

(323) 688-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.04x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.29x

Higher debt load relative to revenue than 56% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

7th percentile

-38%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$308,869

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.1%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-45%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$13,414,274

Down $1,347,629 (-9.1%) from 2021

Net Assets

Down

$12,866,527

Down $1,396,287 (-9.8%) from 2021

Liabilities

Up

$547,747

Up $48,658 (+9.7%) from 2021

Revenue

Down

$1,889,431

Down $1,564,753 (-45%) from 2021

Expenses

Down

$2,616,477

Down $3,231,679 (-55%) from 2021

Net Income

Up

-$727,046

Up $1,666,926 (+70%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $22,682,250Liabilities 2010: $2,116,069Net Assets 2010: $20,566,1812010Assets 2011: $23,412,502Liabilities 2011: $1,076,228Net Assets 2011: $22,336,2742011Assets 2012: $22,288,878Liabilities 2012: $730,591Net Assets 2012: $21,558,2872012Assets 2013: $21,924,996Liabilities 2013: $1,549,922Net Assets 2013: $20,375,0742013Assets 2014: $22,567,039Liabilities 2014: $1,564,535Net Assets 2014: $21,002,5042014Assets 2015: $22,291,553Liabilities 2015: $2,025,271Net Assets 2015: $20,266,2822015Assets 2016: $20,053,349Liabilities 2016: $1,856,583Net Assets 2016: $18,196,7662016Assets 2017: $19,546,617Liabilities 2017: $1,633,544Net Assets 2017: $17,913,0732017Assets 2018: $18,817,177Liabilities 2018: $1,234,018Net Assets 2018: $17,583,1592018Assets 2019: $17,017,594Liabilities 2019: $867,783Net Assets 2019: $16,149,8112019Assets 2020: $15,825,550Liabilities 2020: $1,659,259Net Assets 2020: $14,166,2912020Assets 2021: $14,761,903Liabilities 2021: $499,089Net Assets 2021: $14,262,8142021Assets 2022: $13,414,274Liabilities 2022: $547,747Net Assets 2022: $12,866,5272022Assets 2023: $11,507,983Liabilities 2023: $523,039Net Assets 2023: $10,984,9442023Assets 2024: $11,842,128Liabilities 2024: $422,280Net Assets 2024: $11,419,8482024Assets 2025: $10,831,583Liabilities 2025: $295,792Net Assets 2025: $10,535,7912025

Highlighted filing

2022

Assets$13,414,274
Liabilities$547,747
Net Assets$12,866,527

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,295,7002010Revenue 2011: $6,184,077Expenses 2011: $4,940,213Net Income 2011: $1,243,8642011Revenue 2012: $3,655,284Expenses 2012: $4,509,784Net Income 2012: -$854,5002012Expenses 2013: $5,947,6892013Revenue 2014: $3,910,628Expenses 2014: $4,360,452Net Income 2014: -$449,8242014Revenue 2015: $3,929,252Expenses 2015: $5,559,942Net Income 2015: -$1,630,6902015Revenue 2016: $4,256,700Expenses 2016: $4,885,970Net Income 2016: -$629,2702016Revenue 2017: $3,777,073Expenses 2017: $4,754,907Net Income 2017: -$977,8342017Revenue 2018: $2,630,096Expenses 2018: $4,095,641Net Income 2018: -$1,465,5452018Revenue 2019: $2,411,230Expenses 2019: $3,319,190Net Income 2019: -$907,9602019Revenue 2020: $3,725,692Expenses 2020: $4,070,370Net Income 2020: -$344,6782020Revenue 2021: $3,454,184Expenses 2021: $5,848,156Net Income 2021: -$2,393,9722021Revenue 2022: $1,889,431Expenses 2022: $2,616,477Net Income 2022: -$727,0462022Revenue 2023: $1,808,518Expenses 2023: $2,512,434Net Income 2023: -$703,9162023Revenue 2024: $1,528,610Expenses 2024: $2,571,095Net Income 2024: -$1,042,4852024Revenue 2025: $2,417,399Expenses 2025: $2,934,673Net Income 2025: -$517,2742025

Highlighted filing

2022

Revenue$1,889,431
Expenses$2,616,477
Net Income-$727,046
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Feb 13, 2023
Return Version
2021v4.1
Gross Receipts
$2,983,723
Mission and Program Overview

Mission

The purpose of the organization is to perpetuate the legacy of will rogers through the works of three programs, brave beginnings, the will rogers institute and the pioneers assistance fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,914,866$7,913,745▼ $1,121
Savings and Temporary Cash Investments$3,738,102$2,693,448▼ $1,044,654
Investments Other Securities$2,558,147$2,023,033▼ $535,114
Cash and Non-Interest-Bearing Accounts$174,742$248,564▲ $73,822
Accounts Receivable$1,168$142,165▲ $140,997
Prepaid Expenses and Deferred Charges$26,780$25,509▼ $1,271
Inventories for Sale or Use$25,375$24,663▼ $712
Land, Buildings, and Equipment, Net$7,417$2,944▼ $4,473
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$14,761,903$13,414,274▼ $1,347,629
Other Assets Total$315,306$340,203▲ $24,897
Liabilities
Other Liabilities$297,001$330,271▲ $33,270
Accounts Payable and Accrued Expenses$114,588$147,476▲ $32,888
Grants Payable$87,500$70,000▼ $17,500
Total Liabilities$499,089$547,747▲ $48,658
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,373,228$10,763,006▼ $610,222
Net Assets With Donor Restrictions$2,889,586$2,103,521▼ $786,065
Total Net Assets Fund Balance$14,262,814$12,866,527▼ $1,396,287
Total Liabilities and Net Assets / Fund Balance$14,761,903$13,414,274▼ $1,347,629

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,722$78,735$83,457
Equipment$-1,779$66,090$64,311
Land$1-$1

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$2,889,586$479,721-$703,585$2,103,521
2020$5,355,460$2,226,216-$684,919$2,889,586
2019$4,520,618$3,547,162-$2,345,865$5,355,460
2018$4,687,374$1,443,540-$1,259,727$4,520,618
2017$4,181,513$1,974,546-$986,673$4,687,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Todd R VradenburgExecutive DirecFT$252,367$56,502$308,869
Samantha E StepletonDirector of Social SvcsFT$104,033$19,258$123,291

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$793,845
Program Service Revenue
$0
Investment Income
$1,095,586
Other Revenue
$0
All Other Contributions
$515,045
Change in Net Assets
$-727,046

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,646,429
Revenue Not Reported on Financial Statements
$243,002
Revenue Not Reported on Form 990
$-645,030
Other Revenue Adjustments
$140,298
Total Revenue per Audited Statements
$1,001,399
Total Revenue per Form 990
$1,889,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,009,692
Salaries, Compensation, and Employee Benefits$853,889
Other Expenses$752,896
Total Fundraising Expense$313,165
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$537,491--$537,491
Grants to Domestic Individuals$472,201--$472,201
Other Salaries and Wages$283,969$71,882$52,664$408,515
Current Officers, Directors, Trustees, and Key Employees$118,176$59,088$59,088$236,352
All Other Expenses$26,615$25,331$60,243$112,189
Other Employee Benefits$68,860$24,927$17,840$111,627
Fees for Service Investment Mgmnt Fees$69,492$17,429$15,783$102,704
Occupancy$43,702$26,576$12,402$82,680
Fees for Services Accounting-$68,260-$68,260
Payroll Taxes$38,070$12,399$10,579$61,048
Information Technology$27,679$23,857-$51,536
Other Expenses$32,590$5,227$10,904$48,721
Pension Plan Contributions$21,441$8,191$6,715$36,347
Insurance$17,621$7,392$7,273$32,286
Travel$4,759$2,146$3,291$10,196
Office Expenses$2,080$3,275$1,041$6,396
Depreciation Depletion$2,527$843$842$4,212
Total Functional Expenses$1,930,759$372,553$313,165$2,616,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,616,477
Total Expenses per Audited Statements$2,397,686
Expenses per Audited Statements$2,373,475
Expenses Not Reported on Financial Statements$243,002
Other Expense Adjustments$140,298
Expenses Not Reported on Form 990$24,211
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Southern CaliforniaLos Angeles, CA-Medical Research Grant$200,000
Cedars-sinaiLos Angeles, CA-Medical Research Fellowship$50,000
New York Univ School of MedNew York, NY-Medical Research Fellowship$50,000
St Mary Medical CenterApple Valley, CA-Medical Equipment Grant$50,000
University of Texas - Sw Medical CtrDallas, TX-Medical Research Fellowship$50,000
Piedmont Healthcare FoundNw Atlanta, GA-Medical Equipment Grant$40,000
Respirtory Health AssociationChicago, IL-Medical Research Fellowship$35,000
The Ucla FoundationLos Angeles, CA-Medical Research Grant$25,000
Burke Rehabilitation HospitalWhite Plains, NY-Medical Research Grant$20,000
Fort Sanders Fdn Patricia Neal Rehab CtrKnoxville, TN-Medical Research Fellowship$10,000
Will Rogers Ranch FoundationPac Palisades, CA-Education$7,491
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,211
Fundraising Gross Income$24,211
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Recreation Outing - Golf Tournament$64,955$24,211$1,930$22,281
Total Events$64,955$24,211$24,211-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
457 Plan Liability$330,271
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A complete electronic copy of the organizations final form 990 (including all required schedules) is made available to the voting members of the governing body for review prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

On an annual basis each responsible person is required to review a copy of the conflict of interest policy and to acknowledge in writing that he or she has done so.each responsible person is required annually complete a disclosure form identifying any relationships, positions, or circumstances in which the responsible person is involved that he or she believes could contribute to a conflict of interest arising. The conflict of interest policy is reviewed annually by the board. Any changes to the policy are communicated immediately to all responsible persons.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Compensation review is conducted during a special meeting of the board of the directors. Directors utilize salary survey data approved under guidelines of the california integrity act. Contemporaneous minutes of the proceedings are maintained outlining the deliberations in the records of the organization. Compensation is recommended by the compensation committee and ratified by the borad of directors at a regular meeting.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

With the exception of the executive director, officers of the the organization are uncompensated and serve the organization as volunteers. Compensation of other employees is reviewed annually utilizing salary survey data. Performance and compensation data is maintained in the employee records of the organization.currently, no employee meets the criteria of a "key employee".

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organizations audited financial statements, conflict of interest policy statement and governing documents are available upon request through electronic access sites including web directories and the organizations web sites.

Filing and Contact Details

Filer

Filer Name
Will Rogers Motion Picture
EIN
15-0533551
Phone
3236882500
Address
6767 FOREST LAWN DR 303, LOS ANGELES, CA 90068

Signing Officer

Name
Christina M Blumer
Title
Executive Director
Phone
3236882316
Signed
2023-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina M Blumer
Formed
1936
Legal Domicile
CA
Voting Board Members
25
Independent Board Members
25
Employees
6
Volunteers
82

Preparer

Firm
Mark A Ladesich CPA
Address
301 E Colorado Blvd Ste 624, Pasadena, CA 91101
Preparer
Mark A Ladesich CPA
Phone
6266852777
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Pioneers Assistance ProgramThe Pioneers Assistance Fund (PAF) provides financial assistance for health and welfare issues to people who work in theatrical entertainment. Assistance is provided on a sliding scale for people who have worked a minimum of five years in the industry up to people who have worked an entire career in the industry. The PAF is funded by restricted donations from entertainment industry companies, foundations and individuals who work in the theatrical entertainment industry. The 2021-22 fiscal year saw a decline in the impacts of the pandemic, as the movie theater industry started to find a sense of equilibrium. Emergency COVID grants came to a close while the regular assistance program started to return to pre-pandemic levels. People who have worked in theatrical entertainment for a minimum of five years are eligible to receive financial assistance and counseling due to accident, illness, natural disaster, financial hardship, and medical issues. PAF provided long-term type assistance to 13 clients due to quality-of-life issues. Short-term assistance was given to 553 clients primarily for medical rehabilitation, medical related equipment, vocational rehabilitation, and housing insecurity. The total number of people who contacted PAF (due to Covid and non-Covid) and received a minimum of counseling help was 653. Cancer continues to the primary reason for medical assistance. The top three reasons for financial assistance are: 1. Rent and household financial hardship, 2. Accident or unforeseen circumstance, and 3. Medical treatments and care. The age range for long-term assistance recipients is 62 - 93, with many of those receiving assistance between the ages 71 90. The short-term client ages are from 20-100 years of age, with the majority receiving financial assistance in the 20 - 40 age group. Social workers continue to find a sizable number of people seeking financial assistance are employed, but live under a very tight budget, due to many factors. One accident, illness or unforeseen incident can create a household crisis. PAF clients reflect the greater circumstance affecting middle-class workers in the USA, most are barely keeping up with financial demands of day-to-day life. The Pioneers Assistance Fund continued the effort to educate industry members through increased presence on social media, the monthly Will Power newsletter, and a new addition, weekly blog posts that cover a relevant topic to maintaining overall wellness. Due to the increased research findings on the importance of sleep, exercise, and meditation, all created content focuses on tips to achieving a healthy living lifestyle. Social workers are now screening for Depression, Suicidality, and a Needs Audit, which demonstrates to clients areas where their lives may need more attention. For more detailed information about the program, visit www.wrpioneers.org.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Temporarily restricted net assets are utilized by the organization for the express purpose of providing assistance under the pioneers assitance program as cash grants, burial & cremation, emergency cash grants, medical equipment subsidies, medical rehabilitation services and social services until the assets are consumed. Donations raised for the brave beginnings program are used for equipment grants to hospitals neonatal intensive care units.

Part X : FIN48 Footnote

The audited financial statements include the following footnote regarding liability for uncertain tax provisions:accounting principles gerally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization has taken a tax position that more likely than not would not be sustainable upon examination by a tax authority. The organization 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 revenue amounts included in F/S but not included on form 990

Underwriten event expenses $24211

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Employee retention credit offset $140298

Part XII, Line 2D: Other expenses and losses per audited F/S

Underwriten event expenses $24211

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Employee retention credit offset $140298

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IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE ORGANIZATION IS TO PERPETUATE THE LEGACY OF WILL ROGERS THROUGH THE WORKS OF THREE PROGRAMS, BRAVE BEGINNINGS, THE WILL ROGERS INSTITUTE AND THE PIONEERS ASSISTANCE FUND.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.8$0.30$10.5$2.42$2.93$0.52
2024Detailed filing. Detailed filing data is available for this year.$11.8$0.42$11.4$1.53$2.57$1.04
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.52$11.0$1.81$2.51$0.70
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.55$12.9$1.89$2.62$0.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.50$14.3$3.45$5.85$2.39
2020Detailed filing. Detailed filing data is available for this year.$15.8$1.66$14.2$3.73$4.07$0.34
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.87$16.1$2.41$3.32$0.91
2018Detailed filing. Detailed filing data is available for this year.$18.8$1.23$17.6$2.63$4.10$1.47
2017Detailed filing. Detailed filing data is available for this year.$19.5$1.63$17.9$3.78$4.75$0.98
2016Detailed filing. Detailed filing data is available for this year.$20.1$1.86$18.2$4.26$4.89$0.63
2015Detailed filing. Detailed filing data is available for this year.$22.3$2.03$20.3$3.93$5.56$1.63
2014Detailed filing. Detailed filing data is available for this year.$22.6$1.56$21.0$3.91$4.36$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.9$1.55$20.4$5.95
2012Summary only. Only limited summary data is available for this year.$22.3$0.73$21.6$3.66$4.51$0.85
2011Summary only. Only limited summary data is available for this year.$23.4$1.08$22.3$6.18$4.94$1.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$2.12$20.6$6.30