2019-11-15T10:40:34-06:00 2018-12-31 BKD LLP 111 SOUTH TEJON SUITE 800 COLORADO SPRINGS CO 809039848 990 2018-01-01 950743320 Forest Lawn Memorial-Park Association % RENATO HALILI FORE 3232543131 1712 South Glendale Avenue Glendale CA 91205 RUSSELL WHITTENBURG CFO 3232543131 2019-11-15 true Adam R SMITH CPA P00958966 7194714290 167.68.126.162 73023320193195000001 2019-11-15 P 19466AA61A357D31F4873695DF4DFE6460C1305A E55B7691AA6B4AA7E0CC9780DB0557ED820BA786 2018 2020-04-17 16:48:07Z Darin Drabing 1712 SOUTH GLENDALE AVENUE Glendale CA 91205 261392250 false X WWW.FORESTLAWN.COM X 1906 CA OWNERSHIP, OPERATION, AND MAINTENANCE OF CEMETERIES. 9 7 288 0 -3578 -3578 0 0 57393062 21665466 24237383 35573425 72750070 77521228 154380515 134760119 0 0 0 0 34901929 36948187 0 0 0 47554549 54596564 82456478 91544751 71924037 43215368 863862354 843661892 18231881 21672478 845630473 821989414 OWNERSHIP, OPERATION AND MAINTENANCE OF CEMETERIES. false false GENERAL ENDOWMENT CARE. GENERAL CARE AND MAINTENANCE OF 480 DEVELOPED ACRES OF MEMORIAL PARK SPACE AND CONTIGUOUS AREAS IN 6 MEMORIAL PARKS. DEVELOPMENT AND SALE OF CEMETERY PROPERTY BURIAL SERVICES false false false false false false true false false true true false false true false false true false false false false false false false false false false false true false false false false false false false false false false false true true true false true 95 0 288 true true true false false false false false true false X 9 7 false false false false false false false true true false false true true true true true true true true false CA X RENATO HALILI 3232543131 1712 S GLENDALE AVE GLENDALE CA 91205 X John Llewellyn Chairman 40.0 0.0 X X 123508 0 30917 Darin Drabing President & CEO 40.0 0.0 X X 1368665 0 76508 David Davenport Director 1.0 0.0 X 96443 0 0 R Scott Jenkins Director 1.0 0.0 X 94000 0 0 Vanessa CL Chang Director 1.0 0.0 X 116669 0 0 Thomas McKernan Director 1.0 0.0 X 103000 0 0 Gary M Cusumano Director 1.0 0.0 X 105500 0 0 Jaynie N Studemund Director 1.0 0.0 X 107500 0 0 Antonia Hernandez Director 1.0 0.0 X 98000 0 0 Russell Whittenburg CFO/ Sr. V.P. Finance 0.0 40.0 X 0 738512 76847 Susan Rule Sandler SVP, General Counsel & Asst Se 0.0 40.0 X 0 705689 67099 James Drolet SVP Operations & Asst Secretar 0.0 40.0 X 0 670324 55442 Joseph Estephan Sr. VP Advance Planning 0.0 40.0 X 0 661831 61655 Rodolfo Saenz-Garza Sr. VP Marketing 0.0 40.0 X 0 501408 46783 Suzanne Davidson Assistant Secretary 0.0 40.0 X 266971 0 66077 Kimberly Pawlik Secretary 0.0 40.0 X 0 123475 42729 Hilda Carabes Regional Sales Manager 0.0 40.0 X 0 173833 48701 John Orme VP Architecture & Engineering 40.0 0.0 X 298398 0 58717 Matthew Saly Corporate Counsel 0.0 40.0 X 0 280696 55700 Emily Huang Planning Advisor 0.0 40.0 X 0 261336 41155 Grigor Grigorian Planning Advisor 0.0 40.0 X 0 463834 34452 Randi Levin V.P. & CIO 0.0 40.0 X 0 441966 23300 Guozhou Li Planning Advisor 0.0 40.0 X 0 273945 44675 2778654 5296849 830757 8 false true false ENVISION LANDSCAPE INC 1725 AGUA MANSA ROAD RIVERSIDE CA 92509 LANDSCAPING 1978787 AustinJones Corp 10542 Calle Lee Suite 116 LOS ALAMITOS CA 90720 Construction 3929305 Mesa General Engineering Inc 236 N Maple Street CORONA CO 92880 Construction 7163640 United GLI Inc 2195 Faraday Avenue Suite E CARLSBAD CA 92008 Landscaping 3942945 Allied Universal Security Services PO Box 31001-2374 PASADENA CA 911102374 Security Services 1996646 68 0 CEMETERY SERVICES 812220 29051227 29051227 OTHER INCOME 900099 92349 92349 SETTLEMENT INCOME 900099 311407 311407 INCOME FROM SUBSIDIARY 523000 -7789517 -7789517 21665466 21128101 -3578 21131679 0 0 915542 55480 860062 0 860062 860062 125783385 68368 111384330 22099 14399055 46269 14445324 14445324 0 0 0 0 0 0 91831388 15170222 76661166 76661166 0 134760119 98326632 -3578 36437065 0 0 0 0 3010872 0 28706544 681952 3112139 1436680 0 728275 1411004 0 0 547008 3843564 1253892 2439407 4886477 0 8632301 59241 0 19922 471323 0 4152581 844629 MAINTENANCE AND REPAIRS 7544712 MATERIALS 5305246 ALLOCATIONS 3906336 FEES AND LICENSES 888909 7661737 91544751 6403204 6386812 0 0 0 0 50462867 57513706 0 0 0 0 0 0 175539402 191663816 682610 595998 44637115 24856427 19379146 19780688 450663514 400846662 164330126 167103523 0 0 0 0 -3598515 -229313 863862354 843661892 15460602 17385823 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2771279 4286655 18231881 21672478 X 301421615 321176080 42608558 44017401 501600300 456795933 845630473 821989414 863862354 843661892 X 43215368 -65612944 -1243483 X false true X true false X X X false 224338 1302019 1526357 507000 13959886 5218016 9248870 1246184 4321921 2798478 2769627 19664502 15870417 3794085 3411265 969516 2441749 19780688 INVESTMENT IN AFFILIATES 37680680 C OTHER SECURITIES 129422843 F 167103523 0 PENSION PLAN PAYABLE 4286655 4286655 Schedule D, Part III, Line 1a WE MAINTAIN AND PRESERVE A PERMANENT COLLECTION OF ARTWORK WHICH IS AVAILABLE FOR VIEWING BY THE PUBLIC, SOME OF WHICH IS ROTATED FROM STORAGE FOR EXHIBITION. OUR COLLECTION INCLUDES WESTERN BRONZES, MARBLE STATUARY, MOSAICS, STAINED GLASS, HISTORICAL AMERICAN PIECES, ORIGINAL PAINTINGS, AND CULTURAL ARTIFACTS. THE ART ON DISPLAY REFLECTS THE ORIGINAL VISION OF FOREST LAWN OUTLINED IN THE 'BUILDER'S CREED', "TO BUILD A CEMETERY UNLIKE OTHER CEMETERIES...FILLED WITH...BEAUTIFUL STATUARY...A PLACE WHERE ARTISTS STUDY AND SKETCH." Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X true true X X X X true false false John Llewellyn Chairman 123508 4717 26200 154425 Darin Drabing President & CEO 718665 650000 49608 26900 1445173 Russell Whittenburg CFO/ Sr. V.P. Finance 496804 241708 0 46547 30300 815359 Susan Rule Sandler SVP, General Counsel & Asst Se 454925 250764 0 27399 39700 772788 James Drolet SVP Operations & Asst Secretar 459560 210764 0 44542 10900 725766 Joseph Estephan Sr. VP Advance Planning 275392 386439 0 28255 33400 723486 Hilda Carabes Regional Sales Manager 84930 88903 0 37801 10900 222534 Rodolfo Saenz-Garza Sr. VP Marketing 340644 160764 0 25583 21200 548191 Suzanne Davidson Assistant Secretary 266240 731 0 45277 20800 333048 John Orme VP Architecture & Engineering 296984 1414 0 38717 20000 357115 Matthew Saly Corporate Counsel 280237 459 0 20900 34800 336396 Kimberly Pawlik Secretary 121505 1970 0 21529 21200 166204 Emily Huang Planning Advisor 203846 57490 0 22755 18400 302491 Grigor Grigorian Planning Advisor 361876 101958 0 14452 20000 498286 Randi Levin V.P. & CIO 441966 0 0 0 23300 465266 Guozhou Li Planning Advisor 205627 68318 0 17775 26900 318620 Schedule J, Part I, Line 1a One director flew first class during 2018. The amounts were reimbursed by the organization and not treated as taxable compensation. Schedule J, Part I, Line 4a Description of severance payment: Randi Levin received a severance payment in the amount of $184,950. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT OF FOREST LAWN MEMORIAL-PARK ASSOCIATION HAS ENGAGED AN INDEPENDENT CPA FIRM TO PREPARE THE ASSOCIATION'S ANNUAL INFORMATION RETURN, IRS FORM 990. THE CFO AND HIS STAFF ARE RESPONSIBLE FOR THE ACCURACY OF IRS FORM 990 AND WORK CLOSELY WITH THE OUTSIDE ACCOUNTANTS TO COMPLETE FORM 990. THE FORM 990 IS POSTED TO THE ASSOCIATION'S SECURE WEB PORTAL FOR ACCESS BY ALL DIRECTORS. INDIVIDUAL BOARD MEMBER COMMENTS WILL BE ADDRESSED BY MANAGEMENT AND THE OUTSIDE ACCOUNTANTS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY COMPLETE A QUESTIONNAIRE DOCUMENTING CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USES INDEPENDENT CONSULTANTS AND COMPENSATION SURVEYS TO DETERMINE THE APPROPRIATE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. OFFICER COMPENSATION IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. KEY EMPLOYEE COMPENSATION IS NOT REVIEWED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15B WE HIRE AN OUTSIDE CONSULTANT TO REVIEW EXECUTIVE AND BOARD COMPENSATION. THE LAST REVIEW WAS CONDUCTED BY VIVIENT CONSULTING IN 2017. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVALIABLE FOR REVIEW BY THE PUBLIC. Form 990, Part XI, Line 9 Description of Other Change in Net assets: Other Comprehensive Income (1,243,483) FOREST LAWN MORTUARY 1712 S GLENDALE AVE GLENDALE CA 91205 953247450 MORTUARY SERV CA NA C-CORPORATION 51635230 92548561 1.00000 true false false false false false false false false false false true false false false true true true false false FOREST LAWN MORTUARY K 3215848 FMV FOREST LAWN MORTUARY O 19938726 FMV FOREST LAWN MORTUARY P 19938726 FMV FOREST LAWN MORTUARY Q 686061 FMV SCHEDULE R, PART V, N CERTAIN EMPLOYEES PROVIDE SERVICES TO BOTH FOREST LAWN MEMORIAL-PARK ASSOCIATION AND FOREST LAWN MORTUARY, ALTHOUGH THEY ARE PAID BY ONLY ONE OF THOSE ENTITIES AS THE "EMPLOYING" ENTITY. AS A RESULT, THE TOTAL COMPENSATION AMOUNTS SHOWN ON PART VII ON FORM 990 AND SCHEDULE J MAY NOT BE THE AMOUNTS INCLUDED AS CHARGEABLE EXPENSES ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR AN INDIVIDUAL EMPLOYEE WHO PROVIDED SERVICES TO THE ORGANIZATION.