-Caveat Lector-

The business of dying
http://www.philly.com/specials/99/burying/html/bury03.asp

The conflict of conglomerates
Corporations are making a big business out of once-independent funeral homes.


Second of five parts



By Dianna Marder

INQUIRER STAFF WRITER
When Margaret McKenney Dupree, now 77, was growing up at 13th and Diamond
Streets in North Philadelphia, the undertaker and the barber were virtually
the only independent business owners. Along with the church, these businesses
were the backbone of the African American community.

"They were the people who were looked up to," she said. In fact, they inspired
her to go to mortuary school.

Those were the 1940s, an era of de facto segregation. Blacks were turned away
from white-run mortuary schools. Black bodies could not lie at white-owned
funeral homes or be buried near whites.

The white community was divided, too - along ethnic lines, with Polish, German
and Italian funeral homes. But those communities had other small-business
options and never relied as heavily as black communities on the mortuary trade
for economic strength.

Today, separation along religious lines persists. Indeed, the funeral probably
always will remain a religious rite. Ethnic peferences persist as well.

And African Amerian funeral directors feel doubly threatened: Their customer
base is limited and their businesses have been targeted for takeover by
international conglomerates.

Elementary math explains why small funeral parlors, regardless of the
mortician's race or ethnicity, have a hard time competing: Dupree handles
perhaps 50 funerals a year. Large operations such as the Givnish Funeral Home,
with 18 locations in Pennsylvania and New Jersey, handle 4,500 a year.

The independent does all the work himself - gardening, interior decorating,
bookkeeping and landscaping, in addition to embalming and meeting with
families. And if the undertaker's children want a different career, there's no
one to leave the business to.

The cost of complying with environmental and safety regulations has grown over
the years, as well. "The conglomerates came into being because the funeral and
burial business is a capital-intensive business," said Joseph B. Hornett of
Christian Funeral Services, a new company of the nation's largest
conglomerate, Service Corporation International.

"It's cheaper," Hornett said, "to consolidate."

Service Corporation International, the Loewen Group and Stewart Enterprises
own about 15 percent of the nation's funeral homes, controlling 25 percent of
the market.

This worries consumer advocates because:

Corporate ownership is not noted in a funeral home or cemetery's literature or
signs - and that's significant because name recognition and reputation are
important in this business. So families who contact several funeral homes
don't realize that they are simply calling one corporation's multiple
locations. A number of states have adopted, or are considering, legislation
that would require ownership disclosure.

Price comparisons become even more difficult for families because some chains
charge vastly different prices for identical products and services at each
funeral parlor they own. Those locations may be only a few blocks apart. And
the chain centralizes its resources, using the same limos and drivers for each
funeral in the area and often moving the deceased to a central location for
embalming without the knowledge of the family.

Corporations have an advantage over independents because they are able to
negotiate discounts with casket manufacturers. But unlike retail superstores
such as Wal-Mart and Home Depot, the funeral giants say in corporate
literature that their policy is to pass savings on to stockholders.

Some communities already have been affected by the presence of conglomerates.

In New York City, for example, where SCI owns 14 of the 28 Jewish funeral
homes, a Department of Consumer Affairs survey showed funerals at SCI-owned
homes cost, on average, 50 percent more than those at independently-owned
Jewish funeral homes.

In his 1999 report, "The High Cost of Dying," consumer affairs commissioner
Jules Polonetsky faults publicly-traded companies with deceptive trade
practices, increasingly exorbitant prices, and monopolization within the
industry. SCI officials say the company uses what it calls a "cluster system"
in which funeral homes in a geographic area share resources.

Embalming is done in a central location, one fleet of hearses and limousines
is shared by all the funeral parlors in the cluster, and caskets are purchased
with a significant volume discount.

Yet Polonetsky's report shows that the company charges vastly different prices
for identical services at its Manhattan funeral homes - $295 for a hearse at
one home, for example, and $550 for the same hearse at another.

Scott Young, the SCI executive in Pennsylvania, said the pricing at each SCI
funeral home was based on the particular expenses of that home.

Besides, Young said, the larger the corporation, the greater the government
scrutiny - and that's good news for consumers.

"You won't find a horror story about somebody absconding with the trust funds
of a multibillion-dollar company like ours," Young said.

In the Philadelphia region, home to 300,000 Jews, 70 to 80 percent of the
Jewish funerals are handled by Goldsteins' Rosenberg's Raphael-Sacks Inc. -
which, as its name indicates, is the product of consolidation among local
Jewish funeral homes.

Bennett Goldstein, who heads the family-run company, says he has been
approached by the conglomerates but won't sell because he wants to protect the
business for his children.

Wall Street analysts have recommended investing in death-care company stocks
for several years - and most still do, despite financial problems experienced
recently by Loewen and SCI.

Both companies face class-action lawsuits from investors because earnings
estimates came in below company predictions in 1998 and subsequently forced
down stock prices.

Ray Loewen, the company founder, resigned and the company reported losses
totaling nearly $600 million in 1998.

Loewen's stock went from $27 a share on June 30 to $1.19 on Friday. SCI's
stock price was $38.13 at the end of the last quarter of 1998. As of Friday it
was $20.75.

Many analysts say Loewen's financial situation is extremely serious and
reflects inflated prices the company has paid for some acquisitions.

In addition, Loewen had to pay judgments in 1995 and 1996 in two
multimillion-dollar lawsuits involving claims of unfair pricing and breach of
contract.

Loewen has taken steps to reduce its cash-flow problem. The company closed its
Philadelphia office in 1998. And Loewen is selling 124 cemeteries in
Pennsylvania, New Jersey, Delaware, Connecticut, Rhode Island, Virginia and
West Virginia, to two former company executives.

Still, analysts say that may not be enough to generate the cash to make its
interest payments to lenders. And on April 16, Loewen officials, who did not
return phone calls for this article, said the company may be forced into
bankruptcy.

SCI's crisis is less serious, the analysts say. The company's stock dipped
seriously in the first quarter of 1999 - by $15.31 on Jan. 26 when it
announced that earnings for the fourth quarter would miss analysts'
estimates.

At the time, company officials blamed the loss on a decline in deaths, but
industry experts said the stock drop was more realistically linked to concern
about SCI's then-pending acquisition of the fourth-largest death-care company,
Equity Corp.

With the acquisition of Equity, SCI will have estimated annual revenues of
about $3 billion; it will own 3,800 funeral homes, 515 cemeteries, and 199
crematoriums in North America.

Ron Hast, publisher of Funeral Monitor, says the Big Three all face the
problem of pleasing the nation's 76 million baby boomers, who will drive the
death rate higher as they age.

Boomers, Hast said, are rejecting traditional funeral home services -
especially the chapel, because it is too much like a church.

So the conglomerates, who paid top dollar in many cases to buy traditional
funeral parlors with chapels, are left without sufficient customers, Hast
says.

SCI disputes Hast's theory, saying it offers a wide range of options for
consumers. Susan R. Little, who was until recently an analyst with Raymond
James & Associates Inc., says SCI will rebound.

"Loewen is in big trouble," Little said. "But the industry as a whole is still
strong."

At a convention of African American funeral directors in August, Baltimore
funeral director Victor March displayed boxes of Uncle Ben's Rice and Aunt
Jemima Pancake Mix - symbols, he says, of black images used to promote
white-owned businesses.

The Big Three death-care conglomerates - all white-owned - have been
particularly interested in the African American market.

For one thing, the nationwide trend toward cremation has not extended to the
black community, according to the Cremation Association of North America.

Many black families still favor large-scale, somewhat expensive funerals with
in-ground burial. Such rituals reflect back to ancient Egyptians, who
developed mummification and the ultimate grave marker - the pyramid, said
Ronald Keith Barrett of Loyola Marymount University, who specializes in
cross-cultural differences in death, dying and funeral rites. Those
4,000-year-old traditions promote mental health, Barrett says.

"A decent funeral is important to us," said Barrett, an African American.
"It's our way of trying to triumph over a life that didn't give us dignity."

The Big Three seek black business for another reason: The death rate for black
males between the ages of 15 and 24 is more than twice as high as the death
rate of whites in the same age group.

One white-owned casket manufacturer even went as far as introducing a casket
aimed at the teenage market. It could be written on with felt-tip markers. The
company expected it to be a popular item in inner-cities, but the product
apparently did not sell well there.

The white funeral industry also tried to enter the African American market
through the church because of its importance in the black community.

In 1995 the white-owned Loewen Group struck a deal with the Rev. Henry Lyons,
then president of the National Baptist Convention, based in Florida. Lyons
agreed to give Loewen the exclusive right to solicit business from his
organization's 8.5 million members.

But the agreement fell apart when independent funeral directors objected.

Lyons was later forced to resign his post. He was convicted of racketeering by
a St. Petersburg, Fla., jury in January and still faces federal charges of tax
evasion, extortion, money laundering and fraud.

Black entrepreneurs like James A. Stinson Jr. say that if independents must
sell, they should go with black-owned corporations such as his.

His grandmother Sulee Stinson started the family funeral business on the first
floor of her Detroit house. Her son, James Sr., expanded with funeral homes in
Milwaukee. In the early 1990s, James Jr. started Liberty Service Corporation,
one of three black-owned funeral conglomerates funded by black investors.

"We're trying to preserve a heritage," he said.

In her early days in the business, Margaret Dupree said, viewings and funeral
services were held at night because everyone worked during the day, and the
trip to the cemetery was scheduled for the following morning. Even the funeral
director had a day job; her husband, Troy, worked for the telephone company
and conducted funerals at night.

After her husband died in 1987, her son, the Rev. Kenneth Dupree became the
first in the family to work at the business full-time. It's a two-person
operation, with Mr. Dupree making arrangements and his mother keeping the
books and answering the phones at their home near 28th and Diamond Streets.

Mr. Dupree is president of Quaker City Funeral Directors - the local
professional organization for African American funeral directors. He worries
about the future.

"I don't want to be bought out at all, by a white or a black company," he
said. "That would mean I would revert to working for somebody else."


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