2024-09-24T15:39:36-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 464387765 FOREST HOME CEMETERY INC FORE 4146452632 2405 W FOREST HOME AVE MILWAUKEE WI 53215 BARBIE BRENNAN-NELSON CHAIR 4146452632 2024-09-24 1 1 DIANA G LUTTMANN P01075770 4142711451 2024-09-24 2023 2024-08-08 14:25:15Z BARBIE BRENNAN-NELSON 2405 W FOREST HOME AVE MILWAUKEE WI 53215 2977922 0 X WWW.FORESTHOMECEMETERY.COM X 2013 WI A RARE "GARDEN CEMETERY" WITH THE PURPOSE TO PROVIDE ALL ACTIVITIES ASSOCIATED WITH OPERATING A CEMETERY INCLUDING, BUT NOT LIMITED TO, SELLING LOTS, CRYPTS, MONUMENTS AND MARKERS TO INDIVIDUALS. 13 13 30 22 0 0 115659 106684 958527 873103 141338 82031 1151883 1005372 2367407 2067190 0 0 0 0 1151327 1231278 0 0 99069 1304138 1202428 2455465 2433706 -88058 -366516 9140546 9728999 1213556 1636705 7926990 8092294 X FOREST HOME CEMETERY IS A RARE "GARDEN CEMETERY" WITH SUN-GRACED GRASS, FOUNTAINS, LAKE, THOUSANDS OF TREES AND ROADS WINDING THROUGH SOOTHING ENGLISH GARDENS. IT IS A LASTING EXAMPLE OF CAREFULLY MAINTAINED RESPECT AND CARE. SINCE 1850, MILWAUKEE HAS GROWN IN AN UNCERTAIN WORLD OF WARS, VICTORIES, TRAGEDIES AND TRIUMPHS. BUT THROUGHOUT DECADES OF CHANGING TIMES, AREA CITIZENS AND DIGNITARIES HAVE ALWAYS SHARED A COMFORTING CONSTANT: THE UNPARALLELED DIGNITY OF ETERNAL REST AT FOREST HOME CEMETERY, INC. THE ORGANIZATION IS ORGANIZED AND SHALL BE OPERATED FOR THE DISPOSAL OF BODIES BY BURIAL OR CREMATION AND ANY BUSINESS NECESSARILY INCIDENT TO SUCH PURPOSE, INCLUDING, BUT NOT LIMITED TO, THE MAINTENANCE OF CEMETERY GROUNDS AND MAUSOLEUMS AND THE OFFERING OF INTERMENT, DISINTERMENT AND CREMATION SERVICES. 0 0 1933981 1878475 FOREST HOME CEMETERY PROVIDED BURIAL AND CREMATION SERVICES AS WELL AS THE MAINTENANCE OF CEMETERY GROUNDS AND MAUSOLEUMS AND THE OFFERING OF INTERMENT, DISINTERMENT AND CREMATION SERVICES.THE ORGANIZATION SAW AN INCREASE IN PEOPLE PRE-PLANNING THEIR BURIAL. 1933981 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X JASON SEYMOUR 4146452632 2405 W FOREST HOME AVE MILWAUKEE WI 53215 LECIA JOHNSON CHAIR 1.00 X X 0 0 0 MARGARET SCHUMACHER TREASURER 1.00 X X 0 0 0 CHRISTINE KRUEGER SECRETARY 1.00 X X 0 0 0 BARBIE BRENNAN-NELSON DIRECTOR 1.00 X 0 0 0 DAVID BRENNER DIRECTOR 1.00 X 0 0 0 DAVID BURCH DIRECTOR 1.00 X 0 0 0 CATHREEN CLARK DIRECTOR 1.00 X 0 0 0 LEE MATZ DIRECTOR 1.00 X 0 0 0 PETER OGDEN DIRECTOR 1.00 X 0 0 0 DR WALLED NAJEEB DIRECTOR 1.00 X 0 0 0 JOCELYN SLOCUM DIRECTOR 1.00 X 0 0 0 PETER SLOCUM MD DIRECTOR 1.00 X 0 0 0 JOCASTA ZAMARRIPA DIRECTOR 1.00 X 0 0 0 JAN VAN RENS EX-PRESIDENT 40.00 X 64227 0 0 JASON SEYMOUR PRESIDENT 40.00 X 83019 0 0 147246 0 0 0 0 0 0 0 106684 106684 INTERMENT/DISINTERMENTS 900099 475649 475649 CREMATION 900099 186985 186985 PERPETUAL CARE CONTRACTS 900099 98328 98328 GREENWOOD CEMETERY 900099 53073 53073 GREENHOUSE 900099 37100 37100 21968 21968 873103 119367 119367 640834 678170 -37336 -37336 -37336 1129558 232562 896996 896996 OTHER INCOME 900099 57276 57276 ADMIN FEES, AND SURCHARGE 900099 51100 51100 108376 2067190 1878475 0 82031 145073 18859 75438 50776 861979 792116 50767 19096 142405 114679 17846 9880 81821 65890 10254 5677 81555 31825 48051 1679 21659 21659 235390 206526 27889 975 18143 18143 189378 181223 5640 2515 28436 11097 16754 585 243244 243244 1200 1200 394 394 157711 126168 23657 7886 74925 74925 OPERATING MATERIALS 106907 106907 LOSS ON WRITE DOWN ON A 22000 22000 GREENHOUSE SUPPLIES 13093 13093 MISCELLANEOUS 4810 3817 993 3583 3583 2433706 1933981 400656 99069 142721 97886 176477 206038 1931440 1928174 4079893 2958640 711052 1121253 5206206 5329758 107556 67024 865094 978866 9140546 9728999 269784 383675 37756 18643 250000 906016 984387 1213556 1636705 X 2743311 2802887 5183679 5289407 7926990 8092294 9140546 9728999 -366516 531820 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5183679 98328 611854 582794 21659 5289408 5939322 189729 -765376 147500 32496 5183679 5203276 192065 553778 9797 5939322 4660019 90593 567888 100000 15224 5203276 4136155 60503 679864 210000 6503 4660019 1.00000 1 1 1 27790 27790 1846973 1126923 720050 1412270 1133692 278578 596032 501197 94835 196828 196828 0 1121253 RIGHT OF USE ASSET FINANCE LEASE 12148 PRE NEED CUSTOMER TRUST FUND 966718 978866 FINANCE LEASE LIABILITY 17669 PRE NEED CUSTOMER TRUST FUND 966718 984387 X 2826826 531820 249475 781295 2045531 21659 21659 2067190 2564611 152564 152564 2412047 21659 21659 2433706 PART V, LINE 4: THE ENDOWMENT IS USED FOR PERPETUAL CARE OF THE CEMETERY. PART X, LINE 2: FOREST HOME CEMETERY, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(13) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: ELIMINATED INTERCOMPANY CONTRIBUTIONS -106,682. REVENUE - FOREST HOME HISTORIC PRESERVATION ASSOCIATION, INC. 356,157. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES - FOREST HOME HISTORIC PRESERVATION ASSOCIATION, INC. 259,248. ELIMINATED INTERCOMPANY CONTRIBUTIONS -106,684. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE UPDATED. THE TITLE OF EXECUTIVE DIRECTOR WAS CHANGED TO PRESIDENT AND BOARD MEMBERS NOW HAVE THE ABILITY TO SERVE MORE THAN THREE CONSECUTIVE TERMS WITH THE CONSENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CHAIR AND MANAGEMENT AND SHARED WITH THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT IS BROUGHT TO THE EXECUTIVE COMMITTEE'S ATTENTION, IT IS REVIEWED, AND ADDRESSED IF THE CONFLICT IS AN ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE YEAR WITH THE EXECUTIVE DIRECTOR AT A YEAR-END MEETING AND THEN THE DIRECTOR IS EXCUSED FROM THE MEETING. THE COMMITTEE REVIEWS COMPARABLE REPORTED COMPENSATION INFORMATION FROM OTHER NON-PROFIT CEMETERIES AND FACTORS IT INTO ITS DECISION FOR YEAR-END AND NEXT YEAR COMPENSATION DECISIONS FOR THE EXECUTIVE DIRECTOR. THE EXCUTIVE COMMITTEE'S RECOMMENDATIONS ON COMPENSATION ARE THEN DISCUSSED WITH AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE KEPT AT THE OFFICE OF THE CEMETERY AND AVAILABLE UPON REQUEST. FOREST HOME HISTORIC PRESERVATION ASSOC 2405 W FOREST HOME AVE MILWAUKEE WI 53215 391477238 PRESERVING FOREST HOME CEMETERY WI 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 FOREST HOME HISTORIC PRESERVATION ASSOC C 106684 FMV FOREST HOME HISTORIC PRESERVATION ASSOC O 85714 FMV