Sag-aftra Health Fund is a 501(c)(9) organization based in Burbank, California, registered in 1987, with $497,500,708 in FY2024 revenue. CharityIndex grades it A.
Revenue (FY2024)
$497.5M
▲ 18.4% vs prior year
Expenses (FY2024)
$451.4M
Net assets
$496.3M
Employees
0
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Sag-aftra Health Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Sag-aftra Health Fund: 13 mo reserves · +9% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Sag-aftra Health Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Sag-aftra Health Fund: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
To provide, pursuant to collective bargaining agreements, health benefits to active and retired members of the sag-aftra health plan.
Revenue grew from $208.8M (FY2013) to $497.5M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
9.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$567.5M
Total liabilities
$71.3M
Net assets
$496.3M
Salaries & benefits
$0
0% of expenses
Board members
37
23 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $497,500,708▲18.4% | $451,402,914▲1.4% | $496,265,260▲15.1% | $567,547,768▲10.8% | 990 |
| 2023 | $420,054,522▼12.7% | $445,189,806▲5.8% | $431,257,822▼0.5% | $512,185,163▲1.5% | 990 |
| 2022 | $481,060,910▼2.0% | $420,617,132▼3.2% | $433,574,737▲4.4% | $504,541,525▲2.4% | 990 |
| 2021 | $490,645,649▲34.8% | $434,538,800▼6.4% | $415,498,761▲14.0% | $492,690,562▲16.7% | 990 |
| 2020 | $363,993,847▼14.6% | $464,165,768▼5.0% | $364,421,009▼21.4% | $422,291,836▼15.3% | 990 |
| 2019 | $426,327,227▲7.8% | $488,683,884▲13.9% | $463,546,621▼9.1% | $498,416,087▼6.2% | 990 |
| 2018 | $395,657,426▲70.7% | $428,943,789▲69.4% | $509,931,917▲85.1% | $531,308,022▲77.4% | 990 |
| 2016 | $231,819,134▲3.2% | $253,171,751▲6.9% | $275,512,550▼3.8% | $299,475,425▼2.0% | 990 |
| 2015 | $224,738,194▲2.2% | $236,815,040▲4.0% | $286,250,574▼7.3% | $305,718,884▼8.8% | 990 |
| 2014 | $219,823,063▲5.3% | $227,812,120▲10.3% | $308,888,687▼3.7% | $335,340,873▼1.0% | 990 |
| 2013 | $208,796,075 | $206,535,321▲1.3% | $320,601,642▼2.5% | $338,738,967▼3.0% | 990 |
| 2012 | — | $203,807,612▼0.4% | $328,712,891▲154% | $349,120,857▲4.7% | 990 |
| 2011 | — | $204,581,803▲4.5% | $129,466,670▼9.5% | $333,576,339▼6.2% | 990 |
| 2010 | — | $195,789,429 | $143,126,126 | $355,665,493 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Allan Linderman | Trustee | 1 | — |
| Amy Aquino | Trustee | 1 | — |
| Arianna Ozzanto | Trustee | 1 | — |
| Bala Cuddalore | Director | 29.18 | — |
| Barry Gordon | Trustee | 1 | — |
| Ben Jenkins | Director | 18.37 | — |
| Brian Lee | Director | 27 | — |
| Carol A Lombardini | Trustee | 1 | — |
| Colleen Williams | Trustee | 1 | — |
| Daryl Anderson | Trustee (past) | 1 | — |
| David Choi | Chief Financial Officer | 24.35 | — |
| David Hartley-margolin | Trustee | 1 | — |
| David Jolliffe | Trustee | 1 | — |
| David Weissman | Trustee | 1 | — |
| Diane P Mirowski | Trustee | 1 | — |
| Duncan Crabtree-ireland | Trustee | 1 | — |
| Helayne Antler | Trustee | 1 | — |
| Hovik Leon | Director | 29.86 | — |
| Hyung-gee Lee | Chief Ac Analytics Officer | 24.18 | — |
| James Harrington | Trustee | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Blue Cross of California | Claims Processing | $7,516,309 |
| Nigro Karlin Segal Feldstein | Consultant Services | $1,064,738 |
| Cognizant Worldwide Limited | Consultant Services | $924,738 |
| Valueoptions Inc | Claims Processing | $873,257 |
| Delta Dental of California | Claims Processing | $781,881 |
Explore more
Data for Sag-aftra Health Fund (EIN 95-6024160) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.