2017-11-15T16:22:49-06:00 2016-12-31 BKD LLP 6120 S Yale 1400 Tulsa OK 741364223 990 2016-01-01 950743320 FOREST LAWN MEMORIAL-PARK ASSOCIATION % RENATO HALILI FORE 3232543131 1712 SOUTH GLENDALE AVENUE GLENDALE CA 91205 RUSSELL WHITTENBURG CFO 2017-11-14 true Jerald L Isaacs P00365496 9185842900 2017-11-13 167.68.126.162 73023320173195000006 2017-11-15 P BDBCAE2F1334350891DD6E5DAE9F19A3F5A25B98 BDBCAE2F1334350891DD6E5DAE9F19A3F5A25B98 2016 2017-02-10 21:41:12Z RUSSELL WHITTENBURG 1712 SOUTH GLENDALE AVENUE GLENDALE CA 91205 119606159 false X WWW.FORESTLAWN.COM X 1906 CA OWNERSHIP, OPERATION, AND MAINTENANCE OF CEMETERIES. 8 7 286 0 33705 31837 0 0 24304955 23607044 39134515 13654934 61388494 67885654 124827964 105147632 735 0 0 0 31116595 32244507 0 0 0 39564357 42942208 70681687 75186715 54146277 29960917 695317827 742864782 18211777 20361699 677106050 722503083 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 98 0 true 286 true true true false false false false false X 8 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 John Llewellyn Chairman of the Board 40.0 0.0 X X 109361 0 29053 David Davenport Director 1.0 0.0 X 78500 0 0 R Scott Jenkins Director 1.0 0.0 X 73000 0 0 Vanessa CL Chang Director 1.0 0.0 X 81000 0 0 Thomas McKernan Director 1.0 0.0 X 82000 0 0 Gary M Cusumano Director 1.0 0.0 X 84500 0 0 Jaynie N Studemund Director 1.0 0.0 X 85500 0 0 Antonia Hernandez Director 1.0 0.0 X 71000 0 0 Darin Drabing President & CEO 40.0 0.0 X 1163725 0 68985 Russell Whittenburg CFO/ Sr. V.P. Finance 0.0 40.0 X 0 678793 67289 Susan Rule Sandler SVP, General Counsel & Asst Se 0.0 40.0 X 0 619725 62392 James Drolet SVP Operations & Asst Secretar 0.0 40.0 X 0 590124 50564 Joseph Estephan Sr. VP Advance Planning 0.0 40.0 X 0 557851 53008 Rodolfo Saenz-Garza Sr. VP Marketing 0.0 40.0 X 0 453792 36067 Suzanne Davidson Assistant Secretary 40.0 0.0 X 261886 0 63816 Kimberly Pawlik Secretary 0.0 40.0 X 0 115690 37233 Hilda Carabes Regional Sales Manager 0.0 40.0 X 0 204176 45530 John Orme VP Architecture & Engineering 40.0 0.0 X 277378 0 50640 Kathryn Austin VP Technology Services 0.0 40.0 X 0 326371 73693 Matthew Saly Corporate Counsel 0.0 40.0 X 0 259917 51392 Renato Halili VP & Controller 0.0 40.0 X 0 233354 70454 Dennis Madison VP Environmental Compliance 0.0 40.0 X 0 190936 47107 Emily Huang Planning Advisor 0.0 40.0 X 0 244808 38981 2367850 4475537 846204 4 false true false ENVISION LANDSCAPE INC 1725 AGUA MANSA ROAD RIVERSIDE CA 92509 LANDSCAPING 2339936 Sukut Construction LLC 4010 W Chandler Avenue SANTA ANA CA 92704 Construction 11419582 Whited Cemetery Service PO Box 1417 ROMOLAND CA 92585 Cemetery Service 1632350 AustinJones Corp 10542 Calle Lee Suite 116 LOS ALAMITOS CA 90720 Construction 4180778 Allied Universal Security Services PO Box31001-2374 PASADENA CA 91110 Security Services 1384188 65 0 Cemetery Services 900099 26453825 26453825 OTHER INCOME 900099 60198 60198 SETTLEMENT INCOME 900099 195687 195687 LOSS FROM AFFILIATE 900099 -3102666 -3102666 23607044 13630698 33705 13596993 0 0 827925 45821 782104 0 782104 782104 408834 64689 421994 27293 -13160 37396 24236 24236 0 0 0 0 0 0 81066969 13963419 67103550 67103550 0 105147632 90710594 33705 14403333 0 0 0 0 2382350 0 24938930 728212 3210825 984190 0 920532 1331055 0 0 408951 3542189 1375576 1937431 2485991 0 6779092 85143 0 64692 4817 0 3416151 755288 Maintenance & Repairs 2806167 Materials 5094255 Allocations 3572314 Outside Labor 880569 7481995 75186715 4476304 3692271 0 0 0 0 34129715 42124451 0 0 0 0 0 0 140453038 163609625 528165 508332 37629160 22016305 12853699 15612855 350386523 368836209 146250208 149017873 0 0 0 0 6240175 -536834 695317827 742864782 14061319 17218404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4150458 3143295 18211777 20361699 X 225055828 280511961 42108237 42387565 409941985 399603557 677106050 722503083 695317827 742864782 29960917 15317824 118292 X false true X true false 4740550 X X false 224338 382019 606357 507000 10077921 4543354 6041567 1178919 4301239 2438177 3041981 18555541 14370219 4185322 2402183 664555 1737628 15612855 INVESTMENT IN AFFILIATES 50890772 C OTHER SECURITIES 98127101 F 149017873 0 Pension Plan Payable 3143295 3143295 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 X X X X false false false Darin Drabing President & CEO 659725 0 504000 0 0 0 43685 0 25300 0 1232710 0 Russell Whittenburg CFO/ Sr. V.P. Finance 0 467992 0 210801 0 0 0 38389 0 28900 0 746082 Susan Rule Sandler SVP, General Counsel & Asst Se 0 433924 0 185801 0 0 0 24692 0 37700 0 682117 James Drolet SVP Operations & Asst Secretar 0 408507 0 181617 0 0 0 36664 0 13900 0 640688 Joseph Estephan Sr. VP Advance Planning 0 260358 0 297493 0 0 0 25708 0 27300 0 610859 Hilda Carabes Regional Sales Manager 0 80186 0 123990 0 0 0 34130 0 11400 0 249706 Kathryn Austin VP Technology Services 0 325065 0 1306 0 0 0 48793 0 24900 0 400064 Rodolfo Saenz-Garza Sr. VP Marketing 0 312991 0 140801 0 0 0 20967 0 15100 0 489859 Suzanne Davidson Assistant Secretary 259089 0 2797 0 0 0 36716 0 27100 0 325702 0 John Orme VP Architecture & Engineering 276897 0 481 0 0 0 31840 0 18800 0 328018 0 Matthew Saly Corporate Counsel 0 259436 0 481 0 0 0 19192 0 32200 0 311309 Kimberly Pawlik Secretary 0 113668 0 2022 0 0 0 17233 0 20000 0 152923 Renato Halili VP & Controller 0 231986 0 1368 0 0 0 33454 0 37000 0 303808 Dennis Madison VP Environmental Compliance 0 190426 0 510 0 0 0 21807 0 25300 0 238043 Emily Huang Planning Advisor 0 187788 0 57020 0 0 0 20181 0 18800 0 283789 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 2015. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVALIABLE FOR REVIEW BY THE PUBLIC. FOREST LAWN MORTUARY 1712 S GLENDALE AVE GLENDALE CA 91205 953247450 MORTUARY SERV CA NA C-CORPORATION 47196506 100472638 1.00000 true false false false false false false false false false true false false false true true true false false FOREST LAWN MORTUARY K 2345000 FMV FOREST LAWN MORTUARY O 15460374 FMV FOREST LAWN MORTUARY P 15460374 FMV FOREST LAWN MORTUARY Q 580337 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.