Civic Intelligence

Will Rogers Motion Picture Pioneers Foundation

990 • Fiscal year 2023 • EIN 15-0533551

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 14, 2024

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

28th percentile

0.05x

Higher debt load relative to assets than 28% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.29x

Higher debt load relative to revenue than 54% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

8th percentile

-39%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$139,002

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

5th percentile

-14%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-4.3%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Down

$11,507,983

Down $1,906,291 (-14%) from 2022

Net Assets

Down

$10,984,944

Down $1,881,583 (-15%) from 2022

Liabilities

Down

$523,039

Down $24,708 (-4.5%) from 2022

Revenue

Down

$1,808,518

Down $80,913 (-4.3%) from 2022

Expenses

Down

$2,512,434

Down $104,043 (-4.0%) from 2022

Net Income

Up

-$703,916

Up $23,130 (+3.2%) from 2022

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

2023

Assets$11,507,983
Liabilities$523,039
Net Assets$10,984,944

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

2023

Revenue$1,808,518
Expenses$2,512,434
Net Income-$703,916
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$5,576,624
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$7,913,745$8,101,098▲ $187,353
Savings and Temporary Cash Investments$2,693,448$1,803,357▼ $890,091
Investments Other Securities$2,023,033$1,167,821▼ $855,212
Cash and Non-Interest-Bearing Accounts$248,564$324,186▲ $75,622
Accounts Receivable$142,165$72,700▼ $69,465
Inventories for Sale or Use$24,663$18,040▼ $6,623
Prepaid Expenses and Deferred Charges$25,509$11,922▼ $13,587
Land, Buildings, and Equipment, Net$2,944$629▼ $2,315
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$13,414,274$11,507,983▼ $1,906,291
Other Assets Total$340,203$8,230▼ $331,973
Liabilities
Other Liabilities$330,271--
Grants Payable$70,000$323,555▲ $253,555
Accounts Payable and Accrued Expenses$147,476$199,484▲ $52,008
Total Liabilities$547,747$523,039▼ $24,708
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,763,006$7,967,873▼ $2,795,133
Net Assets With Donor Restrictions$2,103,521$3,017,071▲ $913,550
Total Net Assets Fund Balance$12,866,527$10,984,944▼ $1,881,583
Total Liabilities and Net Assets / Fund Balance$13,414,274$11,507,983▼ $1,906,291

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$78,342$78,342
Equipment$628$68,799$69,427
Land$1-$1

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,103,521$2,051,052-$494,113$3,017,071
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina BlumerExec DirectorFT$121,764$17,238$139,002
Samantha E StepletonDirector of Social SvcsFT$110,927$23,440$134,367
Todd R VradenburgExecutive DirectorFT$50,882$10,939$61,821

Board Members and Trustees

NameTitle
Mark ChristiansenChairman
Heather MorganPresident
Melanie ValeraVice President
Brian FlanaganDirector
Cary SilveraDirector
Hank GreenDirector
JUSTIN McDANIELDirector
Jared MilgramDirector
Jeff WilkDirector
Jeffrey GreenspunDirector
Joe GarelDirector
Keith FoenanderDirector
Michael VianeDirector
Paul SerwitzDirector
Robert WesterlingDirector
Ronald Krueger IiDirector
Ryan WoodDirector
Scott KennedyDirector
Spencer KleinDirector
Stephen BuckDirector
Steve GarrettDirector
Steve SchoenburgDirector
Todd R VradenburgFormer Exec Director
Michelle MaddalenaExecutive VP
Lisa BunnellSecretary
Shelli TaylorSenior VP
Mary Nakagawa-martiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,928,659
Program Service Revenue
$0
Investment Income
$485,354
Other Revenue
$-605,495
All Other Contributions
$436,922
Change in Net Assets
$-703,916

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,720,272
Revenue Not Reported on Financial Statements
$88,246
Revenue Not Reported on Form 990
$-1,142,994
Total Revenue per Audited Statements
$577,278
Total Revenue per Form 990
$1,808,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,031,213
Other Expenses$801,781
Salaries, Compensation, and Employee Benefits$679,440
Total Fundraising Expense$324,265
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$666,379--$666,379
Other Salaries and Wages$282,212$60,378$47,708$390,298
Grants to Domestic Individuals$364,834--$364,834
All Other Expenses$60,439$22,567$66,687$149,693
Current Officers, Directors, Trustees, and Key Employees$66,546$33,272$33,272$133,090
Fees for Service Investment Mgmnt Fees$44,258$9,199$34,789$88,246
Other Employee Benefits$59,074$14,661$13,426$87,161
Occupancy$43,702$26,576$12,402$82,680
Fees for Services Accounting-$64,228-$64,228
Other Expenses$23,040$12,735$18,177$53,952
Payroll Taxes$30,248$7,668$6,590$44,506
Information Technology$21,597$22,878-$44,475
Insurance$17,681$7,310$7,223$32,214
Pension Plan Contributions$17,581$4,002$2,802$24,385
Travel$9,332$1,539$7,893$18,764
Office Expenses$4,783$7,172$2,392$14,347
Depreciation Depletion$1,389$463$463$2,315
Total Functional Expenses$1,888,201$299,968$324,265$2,512,434

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,547,107
Expenses per Audited Statements$2,512,434
Total Expenses per Form 990$2,512,434
Expenses Not Reported on Form 990$34,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Univ of Southern CaliforniaLos Angeles, CA-Medical Research Grant$180,000
Sharp Healthcare FoundationSan Diego, CA-Medical Equipment Grant$59,000
Cedars-sinaiLos Angeles, CA-Medical Research Fellowship$50,000
New York Univ School of MedNew York, NY-Medical Research Fellowship$50,000
University of Texas - Sw Medical CtrDallas, TX-Medical Research Fellowship$50,000
St Agnes Foundation IncBaltimore, MD-Medical Equipment Grant$47,374
Pih Health FoundationWhittier, CA-Medical Equipment Grant$45,241
Ssm Cardinal Glennon ChildrenSt Louis, MO-Medical Equipment Grant$44,805
San Antonio Hospital FdnUpland, CA-Medical Equipment Grant$42,585
Chi Health FoundationOmaha, NE-Medical Equipment Grant$36,750
Respirtory Health AssociationChicago, IL-Medical Research Fellowship$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
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$808,364
Fundraising Gross Income$179,323
Gaming Gross Income$25,315
Gaming Direct Expenses$1,769
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Award Dinner$1,427,184$146,200$173,580$-27,380
Recreation Outing - Golf Tournament$134,660$33,123$1,900$31,223
Total Events$1,561,844$179,323$808,364$-629,041
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-
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, Section B, Line 11B

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, Section B, Line 12C

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, Section B, Line 15A

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, Section B, Line 15B

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, Section C, Line 19

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
Signed
2024-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina M Blumer
Formed
1936
Legal Domicile
CA
Voting Board Members
27
Independent Board Members
27
Employees
7
Volunteers
77

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 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 2022-23 fiscal year saw a further decline in the impacts of the pandemic, as the movie theater industry started to find a sense of equilibrium. 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 907 clients primarily for medical rehabilitation, medical related equipment, vocational rehabilitation, housing insecurity and natural disaster relief. The total number of people who contacted PAF and received a minimum of counseling help was 1,073. Cancer continues to the primary reason for medical assistance. In 2022-23, the top three reasons for financial assistance are: 1. Accident/Natural Disaster relief 2. Rent and household financial hardship, 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, frequent email newsletters, and a new addition, the INNERMISSION webinar series aimed at maintaining overall health through video interviews with experts in fields of mental health and financial 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.

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IRS990/Desc0Pioneers 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 2022-23 fiscal year saw a further decline in the impacts of the pandemic, as the movie theater industry started to find a sense of equilibrium. 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 907 clients primarily for medical rehabilitation, medical related equipment, vocational rehabilitation, housing insecurity and natural disaster relief. The total number of people who contacted PAF and received a minimum of counseling help was 1,073. Cancer continues to the primary reason for medical assistance. In 2022-23, the top three reasons for financial assistance are: 1. Accident/Natural Disaster relief 2. Rent and household financial hardship, 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, frequent email newsletters, and a new addition, the INNERMISSION webinar series aimed at maintaining overall health through video interviews with experts in fields of mental health and financial 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.
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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