2025-11-15T03:10:21-06:00 2024-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 46204 990 2024-01-01 950743320 FOREST LAWN MEMORIAL-PARK ASSOCIATION FORE 3232543131 1712 SOUTH GLENDALE AVENUE GLENDALE CA 91205 DOUGLAS URBANSKI CFO AND SVP OF FINANCE 3232543131 2025-11-14 1 0 SHAWNA M JANSONS P01222873 3174648600 2024 2025-03-06 01:10:19Z DOUGLAS URBANSKI 1712 SOUTH GLENDALE AVENUE GLENDALE CA 91205 511400019 0 X WWW.FORESTLAWN.COM X 1906 CA OWNERSHIP, OPERATION, AND MAINTENANCE OF CEMETERIES. 10 9 341 0 -60206 0 0 0 31392553 20131773 24169995 95588693 122865570 123729305 178428118 239449771 0 0 0 0 59766778 62168250 0 0 0 81451137 109452772 141217915 171621022 37210203 67828749 1233346614 1333337277 25088132 41497059 1208258482 1291840218 OWNERSHIP, OPERATION, AND MAINTENANCE OF CEMETERIES. 0 0 GENERAL ENDOWMENT CARE, GENERAL CARE AND MAINTENANCE OF SIX MEMORIAL PARKS. DEVELOPMENT AND SALE OF CEMETERY PROPERTY. BURIAL SERVICES. 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 54 0 1 341 1 1 1 0 0 0 0 0 1 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X PAULA MELKONIAN 3232543131 1712 S GLENDALE AVE GLENDALE CA 91205 DARIN DRABING PRESIDENT & CEO 27.00 13.00 X X 1914523 0 94602 ELIZABETH L WU DIRECTOR 1.00 0.00 X 124400 0 0 JAYNIE M STUDENMUND DIRECTOR 1.00 0.00 X 149400 0 0 THOMAS V MCKERNAN DIRECTOR 1.00 0.00 X 147400 0 0 R SCOTT JENKINS CHAIRMAN 1.00 0.00 X 169400 0 0 DIANA J INGRAM DIRECTOR 1.00 0.00 X 124400 0 0 ANTONIA HERNANDEZ DIRECTOR 1.00 0.00 X 139400 0 0 DAVID DAVENPORT DIRECTOR 1.00 0.00 X 149400 0 0 GARY M CUSUMANO DIRECTOR 1.00 0.00 X 145400 0 0 BRIAN ALAN BEARD DIRECTOR 1.00 0.00 X 124400 0 0 DOUGLAS URBANSKI CFO/SVP FINANCE 27.00 13.00 X 0 945035 39979 SUSAN RULE SANDLER SVP LEGAL & GENERAL COUNSEL 27.00 13.00 X 0 891024 67585 JAMES DROLET SVP OPERATIONS 27.00 13.00 X 0 883372 64707 NECTAR RAMIREZ SVP ADVANCE PLANNING 27.00 13.00 X 0 785849 39686 JENNIFER TERRILL SVP & CIO 27.00 13.00 X 0 725660 46932 RODOLFO SAENZ-GARZA SVP MARKETING 27.00 13.00 X 0 656328 55982 VALERIE LOPEZ SVP HUMAN RESOURCES 27.00 13.00 X 0 554167 64263 SUZANNE DAVIDSON VP LEGAL AFFAIRS 27.00 13.00 X 458270 0 78475 KIMBERLY PAWLIK EXECUTIVE ASSISTANT AND CORPORATE SECRETARY 27.00 13.00 X 0 170812 51156 GUOZHOU LI PLANNING ADVISOR 30.00 10.00 X 0 533489 57894 ALBERT KIM PLANNING ADVISOR 30.00 10.00 X 0 498688 56057 ANAHIT JILAVYAN PLANNING ADVISOR 30.00 10.00 X 0 475249 35096 ARMEN BOGHOZIAN PLANNING ADVISOR 30.00 10.00 X 0 474412 32812 HARRY ASLANIAN PLANNING ADVISOR 30.00 10.00 X 0 455738 52726 3646393 8049823 837952 47 0 1 0 MATTHEWS GIBRALTAR MAUSOLEUM & CONSTRUCT 252 RIDC PARK WEST DRIVE PITTSBURGH PA 15275 CONSTRUCTION SERVICES 8662917 ENVISION LANDSCAPE 1725 AGUA MANSA ROAD RIVERSIDE CA 92509 LANDSCAPE SERVICES 3220173 RICK BROWN CONSTRUCTION COMPANY INC 9628 ALONDRA BLVD BELLFLOWER CA 90706 CONSTRUCTION SERVICES 2568994 SUNISTICS 2272 COLORADO BLVD 1290 LOS ANGELES CA 90041 CONSULTING, RENEWABLE ENERGY, SOLAR 2370844 JOHN SIMICH CONSTRUCTION INC 1400 S HARBOR BOULEVARD SAN PEDRO CA 90731 CONSTRUCTION SERVICES 2342888 77 CEMETERY SERVICES 812220 36610715 36610715 OTHER INCOME 900099 711779 711779 SETTLEMENT INCOME 900099 381371 381371 LOSS FROM SUBSIDIARY 523000 -17572092 -17572092 20131773 26912989 -60206 26973195 904392 104588 799804 799804 799804 316852504 44448 248220336 912 68632168 43536 68675704 68675704 146553913 23624412 122929501 122929501 239449771 143061274 -60206 96448703 2545870 51012769 1830606 4455614 2323391 3303449 3026328 2684525 4858257 1942675 5205056 12172570 9605613 97376 39533 8628 2667196 2656362 MAINTENANCE AND REPAIRS 29403784 ALLOCATIONS 8102743 MATERIALS 6652940 FEES & LICENSES 2937599 14088138 171621022 67770319 48614742 81268195 82828602 239523407 261122146 1700615 1797418 58945077 29527972 25053128 29417105 250557188 289407086 567473762 618879089 0 1271089 1233346614 1333337277 18819222 22188105 6268910 19308954 25088132 41497059 X 456047092 467056108 752211390 824784110 1208258482 1291840218 1233346614 1333337277 X 67828749 11587125 4165862 X 0 1 X 1 0 X X X 0 224338 1302019 1526357 1081256 21234351 8277830 14037777 1267564 9711293 2921110 8057747 16661342 12694515 3966827 7462914 5634517 1828397 29417105 FOREST LAWN MORTUARY 66327402 C INVESTMENTS - OTHER SECURITIES 552551687 F 618879089 INTERCOMPANY PAYABLE 19308954 19308954 X 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. PART III, LINE 4: DESCRIPTION OF ORGANIZATIONS COLLECTION: SEE DISCLOSURE FOR SCHEDULE D, PART III, LINE 1A FOR DESCRIPTION OF THE COLLECTION AND HOW IT FURTHERS THE ORGANIZATIONS EXEMPT PURPOSE. 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 DISCLOSED IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENT FEES 1416380 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 186589504 0 0 0 0 0 0 188005884 0 188005884 1 0 1 1 1 0 SCHEDULE F, PART I, LINE 3 DESCRIPTION OF ACCOUNTING METHOD: THE METHOD OF ACCOUNTING FOR FOREIGN INVESTMENTS AND INVESTMENTS FEES IS ACCRUAL. SCHEDULE F, PART I, LINE 3(1) DETAIL OF FOREIGN INVESTMENT: INVESTMENT MANAGEMENT/INVESTMENT FEES - 1,416,380. SCHEDULE F, PART I, LINE 3(2) DETAIL OF FOREIGN INVESTMENT: FAIR MARKET VALUE OF INVESTMENTS - 186,589,504. X X X X 0 0 0 DARIN DRABING PRESIDENT & CEO 943636 0 970887 0 0 0 79798 0 14804 0 2009125 0 0 0 DOUGLAS URBANSKI CFO/SVP FINANCE 0 623009 0 322026 0 0 0 19995 0 19984 0 985014 0 0 SUSAN RULE SANDLER SVP LEGAL & GENERAL COUNSEL 0 614251 0 276773 0 0 0 47601 0 19984 0 958609 0 0 JAMES DROLET SVP OPERATIONS 0 616747 0 266625 0 0 0 45199 0 19508 0 948079 0 0 NECTAR RAMIREZ SVP ADVANCE PLANNING 0 319401 0 466448 0 0 0 26197 0 13489 0 825535 0 0 JENNIFER TERRILL SVP & CIO 0 518164 0 207496 0 0 0 26948 0 19984 0 772592 0 0 RODOLFO SAENZ-GARZA SVP MARKETING 0 449555 0 206773 0 0 0 41376 0 14606 0 712310 0 0 VALERIE LOPEZ SVP HUMAN RESOURCES 0 387433 0 166734 0 0 0 44260 0 20003 0 618430 0 0 GUOZHOU LI PLANNING ADVISOR 0 22777 0 510712 0 0 0 28116 0 29778 0 591383 0 0 ALBERT KIM PLANNING ADVISOR 0 27425 0 471263 0 0 0 34231 0 21826 0 554745 0 0 SUZANNE DAVIDSON VP LEGAL AFFAIRS 456571 0 1699 0 0 0 71963 0 6512 0 536745 0 0 0 ANAHIT JILAVYAN PLANNING ADVISOR 0 23647 0 451602 0 0 0 28186 0 6910 0 510345 0 0 HARRY ASLANIAN PLANNING ADVISOR 0 20503 0 435235 0 0 0 22948 0 29778 0 508464 0 0 ARMEN BOGHOZIAN PLANNING ADVISOR 0 27723 0 446689 0 0 0 22800 0 10012 0 507224 0 0 KIMBERLY PAWLIK EXECUTIVE ASSISTANT AND CORPORATE SE 0 167327 0 3485 0 0 0 36430 0 14726 0 221968 0 0 R SCOTT JENKINS CHAIRMAN 0 0 0 0 169400 0 0 0 0 0 169400 0 0 0 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 15 THE ORGANIZATION HIRES AN OUTSIDE CONSULTANT TO REVIEW EXECUTIVE AND BOARD COMPENSATION. THE LAST REVIEW WAS CONDUCTED IN 2024 BY COMPENSATION ADVISORY PARTNERS, LLC. 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. THE LAST REVIEW WAS CONDUCTED IN 2024 BY COMPENSATION ADVISORY PARTNERS, LLC. APPROVAL OF THE RECOMMENDATION IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT AVAILABLE FOR REVIEW BY THE PUBLIC. FORM 990, PART XI, LINE 9: DEFINED BENEFIT PENSION PLAN FUNDED STATUS 4,165,862. FOREST LAWN ICG INVESTMENTS LLC 1712 S GLENDALE AVE GLENDALE CA 91205 INVESTMENTS DE 9611548 261460987 FLMPA FOREST LAWN STRATEGIC INVESTMENTS LLC 1712 S GLENDALE AVE GLENDALE CA 91206 INVESTMENTS DE 11849911 70258633 FLMPA FOREST LAWN MORTUARY 1712 S GLENDALE AVE GLENDALE CA 91205 953247450 MORTUARY SERVICES CA N/A C 72530775 100024560 1.00000 1 ICG FL BLOCKER LLC 11111 SANTA MONICA BLVD SUITE 2100 LOS ANGELES CA 90025 842483464 INVESTMENTS CA FL ICG INVSTMNT C 325925 11921722 1.00000 1 ICG FL CAYMAN BLOCKER LLC 11111 SANTA MONICA BLVD SUITE 2100 LOS ANGELES CA 90025 981593839 INVESTMENTS CA FL ICG INVSTMNT 72 38449838 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 FOREST LAWN MORTUARY K 3241500 FMV FOREST LAWN MORTUARY P 40748196 FMV FOREST LAWN MORTUARY Q 807813 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 PROVIDE SERVICES TO THE ORGANIZATION. SCHEDULE R, PART V, O & P FOREST LAWN MEMORIAL PARK ASSOCIATION (FLMPA) AND FOREST LAWN MORTUARY (FLM) HAVE PERFORMED A TRANSFER PRICING SURVEY FOR INTERCOMPANY TRANSACTIONS. THE COMPARABLE PROFITS METHOD (CPM) WAS USED FOR ANALYZING THE INTERCOMPANY TRANSACTIONS. THE CPM EVALAUTES WHETHER THE AMOUNTS CHARGED IN A CONTROLLED TRANACTION IS ARM'S-LENGTH BASED ON OBJECTIVE MEASURERS OF PROFITABILITY DERIVED FROM UNCONTROLLED PARTIES THAT ENGAGE IN SIMILAR BUSINESS UNDER SIMILAR CIRCUMSTANCES. THE TRANSACTIONS BETWEEN FLMPA AND FLM HAVE BEEN PERFORMED AT AN ARM'S-LENGTH AGREEMENT.