Civic Intelligence

Iatse Affiliated Property

EIN 95-0744030 • 501(c)5 • North Hollywood, CA

Profile

To unite individuals working within its craft's jurisdiction and represent its members for the improvement of working conditions through negotiation and enforcement of the collective bargaining agreement and to promote the social awareness of its membership.

12021 Riverside DriveNorth Hollywood, CA 91607

www.local44.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.18x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Net Margin

73rd percentile

25%

Higher net margin than 73% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$322,577

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)5 • $25M-$50M nonprofits • Source year 2024

Asset Growth

61st percentile

9.8%

Faster asset growth than 61% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

501(c)5 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$44,674,821

Up $3,973,463 (+9.8%) from 2023

Liabilities

Up

$1,953,910

Up $24,692 (+1.3%) from 2023

Net Assets

Up

$42,720,911

Up $3,948,771 (+10%) from 2023

Revenue

Up

$11,103,050

Up $1,418,204 (+15%) from 2023

Expenses

Down

$8,327,861

Down $315,154 (-3.6%) from 2023

Net Income

Up

$2,775,189

Up $1,733,358 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $9,511,273Liabilities 2011: $1,030,721Net Assets 2011: $8,480,5522011Assets 2012: $10,468,274Liabilities 2012: $873,840Net Assets 2012: $9,594,4342012Assets 2013: $11,845,260Liabilities 2013: $1,119,756Net Assets 2013: $10,725,5042013Assets 2014: $13,640,714Liabilities 2014: $1,355,252Net Assets 2014: $12,285,4622014Assets 2015: $15,006,536Liabilities 2015: $1,458,338Net Assets 2015: $13,548,1982015Assets 2016: $17,560,797Liabilities 2016: $1,516,007Net Assets 2016: $16,044,7902016Assets 2017: $21,105,650Liabilities 2017: $1,590,862Net Assets 2017: $19,514,7882017Assets 2018: $24,160,099Liabilities 2018: $1,740,879Net Assets 2018: $22,419,2202018Assets 2019: $28,884,209Liabilities 2019: $1,794,146Net Assets 2019: $27,090,0632019Assets 2020: $30,554,633Liabilities 2020: $1,971,972Net Assets 2020: $28,582,6612020Assets 2021: $37,075,712Liabilities 2021: $2,614,149Net Assets 2021: $34,461,5632021Assets 2022: $38,530,117Liabilities 2022: $2,482,171Net Assets 2022: $36,047,9462022Assets 2023: $40,701,358Liabilities 2023: $1,929,218Net Assets 2023: $38,772,1402023Assets 2024: $44,674,821Liabilities 2024: $1,953,910Net Assets 2024: $42,720,9112024

Highlighted filing

2024

Assets$44,674,821
Liabilities$1,953,910
Net Assets$42,720,911

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Revenue 2011: $5,713,768Expenses 2011: $4,876,664Net Income 2011: $837,1042011Revenue 2012: $5,646,042Expenses 2012: $5,081,290Net Income 2012: $564,7522012Revenue 2013: $5,856,343Expenses 2013: $5,035,065Net Income 2013: $821,2782013Revenue 2014: $6,634,143Expenses 2014: $4,897,808Net Income 2014: $1,736,3352014Revenue 2015: $7,164,575Expenses 2015: $5,193,877Net Income 2015: $1,970,6982015Revenue 2016: $7,267,280Expenses 2016: $5,360,017Net Income 2016: $1,907,2632016Revenue 2017: $8,485,447Expenses 2017: $5,614,574Net Income 2017: $2,870,8732017Revenue 2018: $9,432,734Expenses 2018: $5,839,276Net Income 2018: $3,593,4582018Revenue 2019: $9,380,380Expenses 2019: $6,293,382Net Income 2019: $3,086,9982019Revenue 2020: $6,678,459Expenses 2020: $5,981,094Net Income 2020: $697,3652020Revenue 2021: $11,159,664Expenses 2021: $6,801,689Net Income 2021: $4,357,9752021Revenue 2022: $12,096,443Expenses 2022: $7,720,453Net Income 2022: $4,375,9902022Revenue 2023: $9,684,846Expenses 2023: $8,643,015Net Income 2023: $1,041,8312023Revenue 2024: $11,103,050Expenses 2024: $8,327,861Net Income 2024: $2,775,1892024

Highlighted filing

2024

Revenue$11,103,050
Expenses$8,327,861
Net Income$2,775,189

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$1.95$42.7$11.1$8.33$2.78
2023Summary only. Only limited summary data is available for this year.$40.7$1.93$38.8$9.68$8.64$1.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$2.48$36.0$12.1$7.72$4.38
2021Summary only. Only limited summary data is available for this year.$37.1$2.61$34.5$11.2$6.80$4.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$1.97$28.6$6.68$5.98$0.70
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$1.79$27.1$9.38$6.29$3.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.2$1.74$22.4$9.43$5.84$3.59
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$1.59$19.5$8.49$5.61$2.87
2016Summary only. Only limited summary data is available for this year.$17.6$1.52$16.0$7.27$5.36$1.91
2015Detailed filing. Detailed filing data is available for this year.$15.0$1.46$13.5$7.16$5.19$1.97
2014Detailed filing. Detailed filing data is available for this year.$13.6$1.36$12.3$6.63$4.90$1.74
2013Summary only. Only limited summary data is available for this year.$11.8$1.12$10.7$5.86$5.04$0.82
2012Summary only. Only limited summary data is available for this year.$10.5$0.87$9.59$5.65$5.08$0.56
2011Summary only. Only limited summary data is available for this year.$9.51$1.03$8.48$5.71$4.88$0.84
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$12,253,135
Mission and Program Overview

Mission

To unite individuals working within its craft's jurisdiction and represent its members for the improvement of working conditions through negotiation and enforcement of the collective bargaining agreement and to promote the social awareness of its membership.

To unite individuals working within the union's crafts jurisdiction and represent its members for the improvement of working conditions through negotiation and enforcement of the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,895,112$15,104,602▼ $790,510
Cash and Non-Interest-Bearing Accounts$13,884,860$14,410,487▲ $525,627
Savings and Temporary Cash Investments$4,402,750$6,333,296▲ $1,930,546
Land, Buildings, and Equipment, Net$2,274,759$2,197,613▼ $77,146
Prepaid Expenses and Deferred Charges$468,028$369,972▼ $98,056
Accounts Receivable$150,203$114,147▼ $36,056
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$37,075,712$38,530,117▲ $1,454,405
Other Assets Total-$0-
Liabilities
Deferred Revenue$1,734,198$1,955,585▲ $221,387
Unsecured Notes Loans Payable$429,080--
Accounts Payable and Accrued Expenses$450,871$298,585▼ $152,286
Other Liabilities-$228,001-
Total Liabilities$2,614,149$2,482,171▼ $131,978
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,461,563$36,047,946▲ $1,586,383
Total Net Assets Fund Balance$34,461,563$36,047,946▲ $1,586,383
Total Liabilities and Net Assets / Fund Balance$37,075,712$38,530,117▲ $1,454,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$957,586$1,707,514$2,429,000
Land$1,100,000-$800,000
Equipment$54,299$356,596$410,895
Leasehold Improvements$85,728$276,147$255,443
Other Land Buildings-$-21,858$-21,858
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tobey BaysBusiness AgentFT$275,373$40,127$315,500
Angela WhitingAsst. Bus AgtFT$185,919$33,024$218,943
Victor ReyesAsst. Bus AgtFT$185,920$31,179$217,099
Krystal DonyesAsst. Bus AgtFT$171,684$36,086$207,770
Richard Mc GeeFormer AbaFT$128,638$78,006$206,644
Richard KennedyFormer It MgrFT$136,615$66,443$203,058
Anthony PawlucFormer Sec-treaFT$95,744$104,608$200,352
Edward Mccarthy IiiSec-treasFT$128,640$24,233$152,873
Raymond SchrefelPresidentPT$10,378-$10,378
Andrea BrittanExecutive Board-$7,610-$7,610
Ayse ArfVice President-$6,597-$6,597
Emily FerryExecutive Board-$3,329-$3,329
Natasha PirouzianExecutive Board-$3,251-$3,251
Andrew MooreExecutive Board-$3,175-$3,175
Michael CappelloExecutive Board-$3,125-$3,125
Casey NoelExecutive Board-$2,966-$2,966
Erin HennesseyFORMER Pres.PT$2,600-$2,600
Jennifer ChauvinSgt at Arms-$2,600-$2,600
Charles McsorleyExecutive Board-$1,800-$1,800
George AtamianExecutive Board-$1,800-$1,800
Armando GonzalezExecutive Board-$1,600-$1,600
Timothy GrahamExecutive Board-$1,600-$1,600
Bill ElliotFmr Sgt at Arms-$1,500-$1,500
Carlos JaysonExecutive Board-$1,300-$1,300
Randy ChildsExecutive Board-$1,200-$1,200
Dea JensenExecutive Board-$1,100-$1,100
Michael LoomerExecutive Board-$1,100-$1,100
Karen HigginsExecutive Board-$1,000-$1,000
Tony ChavezExecutive Board-$1,000-$1,000
Natalie ContrerasExecutive Board-$900-$900
Andrea JoelExecutive Board-$700-$700
Andrew WedemeyerExecutive Board-$700-$700
James StreettExecutive Board-$600-$600
Lisa ClarkExecutive Board-$500-$500
Tom BowenExecutive Board-$500-$500
Zackary KnightExecutive Board-$300-$300
Revenue and Support

Revenue Composition

Contributions and Grants
$429,080
Program Service Revenue
$11,008,891
Investment Income
$578,187
Other Revenue
$80,285
Change in Net Assets
$4,375,990

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,096,443
Revenue Not Reported on Form 990
$-2,789,607
Total Revenue per Audited Statements
$9,306,836
Total Revenue per Form 990
$12,096,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,890,174
Salaries, Compensation, and Employee Benefits$3,281,067
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,899,716
Payments to Affiliates---$1,790,647
Current Officers, Directors, Trustees, and Key Employees---$733,556
Benefits to Members---$549,212
Office Expenses---$445,955
Other Employee Benefits---$267,877
Payroll Taxes---$198,065
Pension Plan Contributions---$181,853
Fees for Services Legal---$178,977
Fees for Service Investment Mgmnt Fees---$162,836
Occupancy---$130,636
Conferences and Meetings---$118,422
Depreciation Depletion---$96,446
All Other Expenses---$96,345
Other Expenses---$84,528
Information Technology---$56,064
Fees for Services Accounting---$54,600
Insurance---$43,182
Fees for Services Other---$22,050
Total Functional Expenses$0$0$0$7,720,453

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,720,453
Total Expenses per Audited Statements$7,720,453
Total Expenses per Form 990$7,720,453
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
Holding for Future Political Use$228,001
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
Yes
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 A, Line 6

The labor union is a membership organization.

Form 990, Part VI, Section B, Line 11B

The form 990 is made available to all executive board members; the board does not review the form 990 prior to it being filed. It is reviewed prior to filing by the Secretary-Treasurer and can be signed by either the President or the Secretary-Treasurer of IATSE Local 44.

Form 990, Part VI, Section B, Line 12C

Local 44 maintains its own internal conflict of interest policy and is, as well, governed by Section 302 of the Taft-Hartley Act (29 USC Section 186), which also requires, as a matter of law, the disclosure of potential conflicts. As such, and annually, the officers and employees of Local 44 are (1) reminded of their obligations to avoid conflicts of interest and (2) if applicable, to file a Form LM-30 with the United States Department of Labor, an event required by Section 302 if certain conflicts arise. When required, the Local holds training for newly elected officers and staff on the avoidance of conflicts and when the need to file a Form LM-30 may arise.

Form 990, Part VI, Section B, Line 15A

An annual budget is prepared that itemizes the compensation for each officer and employee of the organization. This budget is approved by the executive board. Any changes are subject to executive board approval.

Form 990, Part VI, Section B, Line 15B

An annual budget is prepared that itemizes the compensation for each officer and employee of the organization. This budget is approved by the executive board. Any changes are subject to executive board approval.

Form 990, Part VI, Section C, Line 19

As a labor organization, Local 44s internal documents are not available for public review. Rather, Local 44s finances and conflict of interest policy are generally reported on an annual basis to the United States Department of Labor (the Department) through the filing of a Form LM-2. The Department then makes the Form LM-2 available to the public on its website. Otherwise, documents and records relating to Local 44s financial status and its conflict of interest policy are available for inspection only by members in good standing of Local 44.

Filing and Contact Details

Filer

Filer Name
Iatse Affiliated Property
EIN
95-0744030
Phone
8187692500
Address
12021 RIVERSIDE DRIVE, NORTH HOLLYWOOD, CA 91607

Signing Officer

Name
Edward Mccarthy Iii
Title
Sec-treas
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1939
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
26
Employees
43

Preparer

Firm
John P Sands CPA an Accountancy Corporation
Address
348 E OLIVE AVE STE C, BURBANK, CA 91502
Preparer
John P Sands
Phone
8188401300
Raw XML AppendixShowing 400 of 697 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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