2020-11-12T09:40:56-06:00 2019-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2019-01-01 950743320 Forest Lawn Memorial-Park Association % RENATO HALILI FORE 3232543131 1712 South Glendale Avenue Glendale CA 91205 RUSSELL WHITTENBURG CFO 3232543131 2020-11-15 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 73023320203175000000 2020-11-12 P 26C3A9CF11B26F9C2D280370FFBE8B4C03C04303 B8601661B03FC4D2A23395C902C3A2BF7CEEDF55 2019 2021-04-22 16:20:28Z Darin Drabing 1712 SOUTH GLENDALE AVENUE Glendale CA 91205 868367482 false X WWW.FORESTLAWN.COM X 1906 CA OWNERSHIP, OPERATION, AND MAINTENANCE OF CEMETERIES. 9 7 296 0 -3424 0 0 0 21665466 16378026 35573425 78269549 77521228 77921966 134760119 172569541 0 0 0 0 36948187 39273481 0 0 0 54596564 59604447 91544751 98877928 43215368 73691613 843661892 928212658 21672478 24442406 821989414 903770252 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 true false false false false false false false false true false false false false false false false false false false true true true true false true 115 0 296 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 Darin Drabing President & CEO 40.0 0.0 X X 1459177 0 81687 Russell Whittenburg SVP Finance, CFO, Asst Secreta 0.0 40.0 X 0 761011 77719 Joseph Estephan SR. VP Advance Planning 0.0 40.0 X 0 732707 55837 Susan Rule Sandler SVP General Counsel & Asst Sec 0.0 40.0 X 0 707052 68785 James Drolet SVP Operations & Asst Secretar 0.0 40.0 X 0 701185 57839 Rodolfo Saenz-Garza Sr. VP Marketing 0.0 40.0 X 0 519469 55590 David Macdonald VP Glendale 0.0 40.0 X 0 441318 21781 Guozhou Li Planning Advisor 0.0 40.0 X 0 326325 48316 John Orme VP Architecture & Engineering 40.0 0.0 X 310045 0 59671 Matthew Saly Corporate Counsel 0.0 40.0 X 0 292276 73889 Jennifer Terrill VP COI 0.0 40.0 X 0 327592 24168 Suzanne Davidson Assistant Secretary 40.0 0.0 X 284242 0 65994 John Morga Sr Dir. Salesforce Platform 0.0 40.0 X 0 291351 31069 Hilda Carabes Regional Sales Manager 0.0 40.0 X 0 189032 51819 Kimberley Pawlik Secretary 0.0 40.0 X 0 138724 43804 John Llewellyn Chairman 40.0 0.0 X X 126494 0 29538 Thomas V McKernan DIRECTOR 40.0 0.0 X 109000 0 0 David Davenport DIRECTOR 40.0 0.0 X 105500 0 0 Jaynie Studenmund DIRECTOR 40.0 0.0 X 103500 0 0 Gary M Cusumano DIRECTOR 40.0 0.0 X 97000 0 0 Antonia Hernandez DIRECTOR 40.0 0.0 X 96000 0 0 R Scott Jenkins DIRECTOR 40.0 0.0 X 94000 0 0 Vanessa Chang DIRECTOR 40.0 0.0 X 93500 0 0 2878458 5428042 847506 7 false true false ENVISION LANDSCAPE INC 1725 AGUA MANSA ROAD RIVERSIDE CA 92509 LANDSCAPING 2869495 Visser Grading Inc 28103 Caraway Lane SAUGUS CA 91350 Land Maintenance 2609343 Mesa General Engineering Inc 236 N Maple Street CORONA CO 92880 Construction 8402394 Advanced Contractors Inc 935 W 223rd Street TORRANCE CA 90502 General Contracting 1798151 Allied Universal Security Services PO Box 31001-2374 PASADENA CA 911102374 Security Services 2082216 76 0 Cemetary Services 812220 28594230 28594230 Other Income 900099 123672 123672 Settlement Income 900099 226944 226944 Income from Subsidiary 523000 -12566820 -12566820 16378026 15324683 -3424 15328107 0 0 908070 42355 865715 0 865715 865715 741853659 63090 678956941 14942 62896718 48148 62944866 62944866 0 0 0 0 0 0 93839954 16783703 77056251 77056251 0 172569541 93434277 -3424 79138688 0 0 0 0 3115348 0 30221862 1503561 2999998 1432712 0 1262212 1479780 0 0 1463273 4115467 1335730 2875601 4790781 0 8641388 65446 0 114924 589777 0 4302229 872105 Maintenance and Repairs 20382087 Materials -5970924 Allocations 4271575 Outside Labor 934852 8078144 98877928 6386812 4711010 0 0 0 0 57513706 59121350 0 0 0 0 0 0 191663816 201712751 595998 578603 52018390 25713463 19780688 26304927 400846662 216720669 167103523 416517838 0 0 0 0 -229313 2545510 843661892 928212658 17385823 16864570 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4286655 7577836 21672478 24442406 X 321176080 332300062 500813334 571470190 821989414 903770252 843661892 928212658 X 73691613 13374280 -5285055 X false true X true false X X X false 224338 1302019 1526357 507000 20098580 5592366 15013214 1246184 4321921 2975539 2592566 19443196 16026530 3416666 4875152 1119028 3756124 26304927 Forest Lawn Mortuary 25113860 C Investments - Other securities 391403978 F 416517838 0 Pension Plan Payable 7577836 7577836 X 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. Central America and the Caribbean Investments 86569475 Central America and the Caribbean Investments 1762467 88331942 88331942 true false false false false false Schedule F, Part I, Line 3 Description of accountng Method: The method of accounting for foreign investments and investments fees is accrual. Schedule F, Part I, Line 3(1) Detail of Foreign Investment: Fair Market Value of Investments - 85,569,475 Schedule F, Part I, Line 3(2) Detail of Foreign Investments: Investment Management/Incentive Fees - 1,762,467 X true true X X X X false false false Darin Drabing President & CEO 744108 0 715069 0 0 0 56587 0 25100 0 1540864 0 Russell Whittenburg SVP Finance, CFO, Asst Secreta 0 515247 0 245764 0 0 0 49319 0 28400 0 838730 Susan Rule Sandler SVP General Counsel & Asst Sec 0 476288 0 230764 0 0 0 31585 0 37200 0 775837 Joseph Estephan SR. VP Advance Planning 0 295019 0 437688 0 0 0 29737 0 26100 0 788544 James Drolet SVP Operations & Asst Secretar 0 480421 0 220764 0 0 0 47139 0 10700 0 759024 Rodolfo Saenz-Garza Sr. VP Marketing 0 348705 0 170764 0 0 0 26890 0 28700 0 575059 David Macdonald VP Glendale 0 441318 0 0 0 0 0 16781 0 5000 0 463099 Jennifer Terrill VP COI 0 327098 0 494 0 0 0 8768 0 15400 0 351760 Guozhou Li Planning Advisor 0 250704 0 75621 0 0 0 18616 0 29700 0 374641 Matthew Saly Corporate Counsel 0 291817 0 459 0 0 0 21889 0 52000 0 366165 John Orme VP Architecture & Engineering 309586 0 459 0 0 0 40971 0 18700 0 369716 0 John Morga Sr Dir. Salesforce Platform 0 291351 0 0 0 0 0 14869 0 16200 0 322420 Suzanne Davidson Assistant Secretary 283718 0 524 0 0 0 47794 0 18200 0 350236 0 Hilda Carabes Regional Sales Manager 0 90482 0 98550 0 0 0 41119 0 10700 0 240851 Kimberley Pawlik Secretary 0 127566 0 11158 0 0 0 23904 0 19900 0 182528 John Llewellyn Chairman 126494 0 0 0 0 0 4838 0 24700 0 156032 0 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. 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. The last review was conducted in 2019 by Compensation Advisory PArtners, LLC. Approvalof the recommendation is documented in the meeting minutes. FORM 990, PART VI, SECTION B, LINE 15B WE HIRE AN OUTSIDE CONSULTANT TO REVIEW EXECUTIVE AND BOARD COMPENSATION. The last review was conducted in 2019 by Compensation Advisory PArtners, LLC. 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: (2,267,175) - Other Comprehensive Income (3,017,880) - ASC 606 Revenue Recognition Adjustment (5,285,055) - Total Forest Lawn ICG Investments LLC 1712 S Glendale Ave Glendale CA 91205 Investments DE -309408 151244769 FLMPA Forest Lawn - Strategic Investments LLC 1712 S Glendale Ave Glendale CA 91205 Investements DE 0 1156212 FLMPA FOREST LAWN MORTUARY 1712 S GLENDALE AVE GLENDALE CA 91205 953247450 MORTUARY SERV CA NA C-CORPORATION 51225410 89327340 1.00000 true ICG FL BLOCKER LLC 11111 Santa Monica Blcd Suite 2100 Los Angeles CA 90025 842483464 Investments CA FL ICG Invstmnt LLC 65 0 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 3241467 FMV FOREST LAWN MORTUARY O 20897262 FMV FOREST LAWN MORTUARY P 20897262 FMV FOREST LAWN MORTUARY Q 691641 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.