2019-05-15T02:24:41-05:00 2018-06-30 861065772 DELOITTE TAX LLP 555 MISSION STREET SAN FRANCISCO CA 94105 990 2017-07-01 813006840 ARCHDIOCESE OF LOS ANGELES FUNERAL AND MORTUARY SERVICES CORPORATION ARCH 2136377511 3424 WILSHIRE BLVD LOS ANGELES CA 90010 RANDOLPH STEINER CFO 2136377511 2019-05-13 1 JOAN S MCMAHON P00966494 4157834000 167.219.0.140 2019-05-13 12:56:50 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 40B1CA659B6B02CC8A600264B1F205665E55F07D 2017 2020-01-14 16:20:31Z RANDOLPH STEINER 3424 WILSHIRE BLVD LOS ANGELES CA 90010 29867785 0 X X 2016 CA SEE STATEMENT ON SCHEDULE O 3 3 215 0 2908732 -785648 24687567 1000000 10566335 18472972 2748491 4440076 98679 2931247 38101072 26844295 0 25000 0 0 1913294 10601527 0 0 0 9659911 14275138 11573205 24901665 26527867 1942630 35844889 35125168 9317022 7301939 26527867 27823229 X SEE SCHEDULE O 0 0 23561774 22882368 SEE STATEMENT ON SCHEDULE O 23561774 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 215 1 1 1 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARGARET G GRAF 2136377511 3424 WILSHIRE BLVD LOS ANGELES CA 90010 ARCHBISHOP JOSE H GOMEZ DIRECTOR 2.00 38.00 X 0 27807 25988 MONSIGNOR ALBERTH BAHHUTH DIRECTOR 4.00 36.00 X 0 22677 25778 SALVADOR VILLAR DIRECTOR 2.00 X 0 0 0 BRIAN MCMAHON SECRETARY 5.00 35.00 X 0 141908 581 RANDOLPH STEINER CFO 5.00 35.00 X 0 277724 61148 SELVIN LOPEZ-CABRERA PREPLANNING SALES COUNSELOR 37.50 X 79416 76699 6501 ANDREW PENAHERRERA PREPLANNING SALES COUNSELOR 37.50 X 94065 59369 11523 MAGNA LIZARDO PREPLANNING SALES COUNSELOR 37.50 X 90427 76767 11321 GUILLERMO CASTRO PREPLANNING SALES MANAGER 40.00 X 143710 51747 6954 MARISELA GARCIA PREPLANNING SALES MANAGER 40.00 X 150417 52709 7917 558035 787407 157711 19 0 1 0 GENERAL CLEANING SERVICES 1223 ISLAND AVENUE WILMINGTON CA 90744 JANITORIAL SERVICES 205248 TRADEMARK CARRIAGE SERVICES PO BOX 1513 ANAHEIM CA 92815 RENTAL SERVICES 198614 PROCURE PO BOX 2965 MINFEE CA 92586 PICKUP SERVICES 128989 ART'S MORTUARY TRANSPORT 13015 SUNBURST STREET PACOIMA CA 91331 TRANSPORTATION SERVICES 124343 ACCOUNTEMPS PO BOX 743295 LOS ANGELES CA 90074 TEMPORARY HELP 106586 5 1000000 1000000 PROF SERVICES&FACILITIES-AT NEED 900099 14577357 14577357 PROF SERVICES&FACILITIES-PRE NEED 900099 3895615 3895615 18472972 53195 53195 7410371 3023490 4386881 4386881 4386881 INSURANCE COMMISSION REVENUE 900099 2908732 2908732 MISCELLANEOUS REVENUE 900099 22515 22515 2931247 26844295 22882368 2908732 53195 25000 25000 7456766 7035459 421307 337833 318745 19088 1839316 1735395 103921 967612 912942 54670 11088 10462 626 73913 69737 4176 861076 812425 48651 188201 177568 10633 49504 46707 2797 7836 7393 443 6478337 6112311 366026 90251 85152 5099 66408 62656 3752 100589 94906 5683 107760 101672 6088 699466 659946 39520 CASH ADVANCE 2304803 2174582 130221 MISCELLANEOUS EXPENSES 1240654 1170557 70097 CARE CENTER 1161747 1161747 PROPERTY TAXES 833505 786412 47093 24901665 23561774 1339891 0 2659105 1834137 618443 601130 1643745 507877 1171702 1135868 3313063 3471456 28082576 28082577 35844889 35125168 5707077 6313751 3609945 988188 9317022 7301939 X 26527867 27823229 26527867 27823229 35844889 35125168 1942630 -647268 0 X 0 1 X 1 0 X 24687567 1000000 25687567 15163236 25883343 41046579 39850803 26883343 66734146 0 0 0 66734146 53195 53195 53195 53195 98679 22515 121194 39949482 26959053 66908535 X 1643745 507877 1135868 1135868 OTHER SECURITIES 3471456 F 3471456 DUE TO THE ROMAN CATHOLIC ARCHBISHOP OF LOS ANGELES 988188 988188 29867785 3023490 3023490 26844295 0 26844295 27925155 3023490 3023490 24901665 0 24901665 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE 3,023,490. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF MERCHANDISE 3,023,490. 0 OUR LADY OF MOUNT CARMEL 1300 EAST VALLEY ROAD SANTA BARBARA CA 93108 953264074 501(C)(3) 25000 FIRE AND FLOOD RELIEF FOR FAMILIES 1 0 0 1 0 0 0 0 0 0 0 RANDOLPH STEINER CFO 0 277724 0 0 0 0 0 34937 0 26211 0 338872 0 0 SELVIN LOPEZ-CABRERA PREPLANNING SALES COUNSELOR 16130 0 60910 76699 2376 0 4736 0 1765 0 85917 76699 0 0 ANDREW PENAHERRERA PREPLANNING SALES COUNSELOR 14756 0 78139 59369 1170 0 4805 0 6718 0 105588 59369 0 0 MAGNA LIZARDO PREPLANNING SALES COUNSELOR 15190 0 73989 76767 1248 0 5199 0 6122 0 101748 76767 0 0 GUILLERMO CASTRO PREPLANNING SALES MANAGER 45229 0 98289 51747 192 0 5895 0 1059 0 150664 51747 0 0 MARISELA GARCIA PREPLANNING SALES MANAGER 44518 0 105707 52709 192 0 6147 0 1770 0 158334 52709 0 0 PART I, LINE 4B THE OFFICERS ARE INCLUDED IN A CASH BALANCE PENSION PLAN. THE PLAN IS CREDITED WITH A CERTAIN PERCENTAGE OF SALARIES AND EARNS INTEREST AT A FIXED RATE. THE OFFICER'S BENEFIT AT RETIREMENT CORRESPONDS WITH THE PENSION ACCOUNT BALANCE AT THAT TIME AND CAN BE PAID OUT BY LUMP SUM OR MONTHLY ANNUITY. FORM 990, PART III, LINE 1 THE ARCHDIOCESE OF LOS ANGELES FUNERAL AND MORTUARY CORPORATION ("CORPORATION") WAS FORMED TO CARRY OUT THE CORPORAL WORK OF MERCY OF BURYING THE DEAD IN ACCORDANCE WITH ROMAN CATHOLIC RELIGIOUS CUSTOMS, RITUALS, TEACHINGS AND TRADITIONS. THE CORPORATION WILL HOLD, OVERSEE AND IMPLEMENT THE LICENSED AND REGULATED ASPECTS OF THE CARE OF THE DEAD PRIOR TO INTERMENT IN FULFILLMENT OF ITS MINISTERIAL GOALS. FORM 990, PART III, LINE 4A THE CORPORATION WILL SERVE INDIVIDUALS AND FAMILIES AS THEY PLAN FOR DEATH BY: - PROVIDING GOODS AND SERVICES, INCLUDING DISCOUNTED OR COST-FREE SERVICES TO INDIVIDUALS AND FAMILIES WHO QUALIFY FOR SUCH CHARITABLE ACCOMODATIONS, SUCH AS THE POOR AND DESTITUTE - PROVIDING SPECIAL SERVICES TO VETERANS AND LAW ENFORCEMENT GROUPS, MEMBERS OF CATHOLIC RELIGOIUS ORDERS, INCLUDING PRIESTS, DEACONS, BROTHERS AND RELIGIOUS SISTERS (NUNS) WHO HAVE SERVED IN THE ARCHDIOCESE - COORDINATING THE ARCHDIOCESAN BEREAVEMENT OUTREACH MINISTRY - PROVIDING BEREAVEMENT-RELATED TRAINING FOR PARISHES AND FAMILIES - COLLABORATING WITH EXISTING CEMETERY OPERATIONS TO ASSURE THE FAITHFUL HAVE A TRULY CATHOLIC SPIRITUAL EXPERIENCE OF THE END OF LIFE - OFFERING PROFESSIONAL GUIDANCE TO THE FAITHFUL IN PRE-PLANNING AND CUSTOMIZING FUNERAL AND CEMETERY ARRANGEMENTS - ENSURING THAT FUNERAL AND BURIAL SERVICES REFLECT CATHOLIC RELIGIOUS CUSTOMS, RITUALS AND TRADITIONS - HELPING PATRONS SELECT AND PURCHASE CASKETS, URNS AND OTHER FUNERALIA - ENABLING PATRONS TO PLAN THEIR PREFERENCES, FROM THE NAME OF THE PREFERRED FUNERAL HOME AND CEMETERY, TO LISTS OF PALLBEARERS, READINGS, MUSICAL SELECTIONS AND OTHER PERSONAL DETAILS - ASSISTING PATRONS IN MAKING PRE-NEED FUNDING ARRANGEMENTS BY OFFERING APPROPRIATE FINANCIAL INSURANCE INSTRUMENTS - PREPARING PERSONALIZED PRINTED MATERIALS SUCH AS WORSHIP AIDS AND MASS OR PRAYER CARDS - PREPARING THE BODY OF THE DECEASED FOR BURIAL, CREMATION IN ACCORDANCE WITH CATHOLIC CUSTOMS, RITUALS, TEACHINGS AND TRADITIONS - TRANSPORTING THE DECEASED AND MOURNERS, AS NECESSARY, IN VEHICLES AVAILABLE THROUGH THE MORTUARY - PROVIDING ROOMS AND CHAPELS FOR VIEWING, PRAYER SERVICES AND RECEPTIONS - PROCESSING AND FILING NECESSARY GOVERNMENT PERMITS AND AUTHORIZATIONS FORM 990, PART VI, SECTION A, LINE 2 ALL THE CURRENT DIRECTORS AND OFFICERS ARE RELATED THROUGH BUSINESS RELATIONSHIPS. - ARCHBISHOP JOSE H. GOMEZ, DIRECTOR, IS THE INCUMBENT HEAD OF THE ARCHDIOCESE OF LOS ANGELES, AND IN HIS CAPACITY AS INCUMBENT IS THE SOLE MEMBER OF THE ROMAN CATHOLIC ARCHBISHOP OF LOS ANGELES ("RCALA") - MONSIGNOR ALBERT BAHHUTH, DIRECTOR, IS THE VICAR GENERAL/MODERATOR OF THE CURIA OF THE ARCHDIOCESE AND AN EMPLOYEE OF RCALA. ARCHBISHOP GOMEZ IS HIS DIRECT SUPERIOR - SALVADOR VILLAR, DIRECTOR, IS A VOLUNTEER MEMBER OF THE ARCHDIOCESAN FINANCE COUNCIL - BRIAN MCMAHON, SECRETARY, IS THE DIRECTOR OF COMMUNITY OUTREACH FOR THE ARCHDIOCESE OF LOS ANGELES FUNERAL AND MORTUARY SERVICES CORPORATION, AND AN EMPLOYEE OF THE ARCHDIOCESE OF LOS ANGELES FUNERAL AND MORTUARY SERVICES CORPORATION - RANDOLPH STEINER, CHIEF FINANCIAL OFFICER, IS THE CHIEF FINANCIAL OFFICER OF RCALA AND AN EMPLOYEE OF RCALA FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY TO REVIEW AND APPROVE BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, KEY EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY AND UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATION'S OFFICERS DID NOT RECEIVE ANY COMPENSATION FROM THE CORPORATION IN CALENDAR YEAR 2017. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION MAKES ITS PUBLIC INSPECTION DOCUMENTS AVAILABLE UPON REQUEST. TANGIBLE PROPERTY REGULATIONS STATEMENT: SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION: TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION: TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. ROMAN CATHOLIC ARCHBISHOP OF LOS ANGELES 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 951642382 RELIGIOUS CA 501(C)(3) LINE 1 0 ARCHDIOCESE OF LOS ANGELES EDUCATION & WELFARE CORPORATION 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 952394600 RELIGIOUS CA 501(C)(3) LINE 1 0 ST JOHN'S SEMINARY IN CALIFORNIA 5012 SEMINARY ROAD CAMARILLO CA 93012 951642384 RELIGIOUS CA 501(C)(3) LINE 1 0 CATHOLIC CHARITIES OF LOS ANGELES INC 1531 JAMES M WOOD BOULEVARD LOS ANGELES CA 90015 951690973 RELIGIOUS CA 501(C)(3) LINE 7 0 THE TIDINGS 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 951643386 RELIGIOUS CA 501(C)(3) LINE 12C, III-FI 0 CATHEDRAL OF OUR LADY OF THE ANGELS 555 W TEMPLE STREET LOS ANGELES CA 90012 912090717 RELIGIOUS CA 501(C)(3) LINE 1 0 THE CARDINAL MCINTYRE FUND FOR CHARITY 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 953232102 RELIGIOUS CA 501(C)(3) LINE 7 0 ARCHDIOCESE OF LOS ANGELES RISK MANAGEMENT CORPORATION 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 453623557 RELIGIOUS CA 501(C)(3) LINE 1 0 ARCHDIOCESE OF LOS ANGELES INSURANCE COMPANY 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 453623502 RELIGIOUS CA 501(C)(3) LINE 1 0 OUR LADY QUEEN OF THE ANGELS 3424 WILSHIRE BOULEVARD LOS ANGELES CA 90010 952131405 RELIGIOUS CA 501(C)(3) LINE 1 0 CATHOLIC COMMUNITY FOUNDATION OF LOS ANGELES 3440 WILSHIRE BOULEVARD STE 530 LOS ANGELES CA 90010 383941057 RELIGIOUS CA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0