2020-07-15T16:20:43-05:00 2019-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2019-01-01 390978598 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC NATI 2627891880 13625 BISHOPS DR BROOKFIELD WI 530056607 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 2627891880 2020-07-14 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2020-07-14 13:19:07 CD P BAF93092400A7665F4A65B16EBECF5E5B591AC5F 74B0C536FBDEA54BE69F712409E5EA3D5A3AE8D3 2019 2021-04-22 16:20:28Z CHRISTINE PEPPER 13625 BISHOPS DR BROOKFIELD WI 530056607 9018286 0 X WWW.NFDA.ORG X 1882 WI TO PROVIDE OUR MEMBERS WITH THE CRITICAL INFORMATION, INNOVATIVE TOOLS, RESOURCES AND PROFESSIONAL COMMUNITY THEY NEED IN ORDER TO SERVE FAMILIES, RUN SUSTAINABLE BUSINESSES AND BECOME PILLARS IN THEIR COMMUNITIES. 8 4 51 210 0 0 657809 738065 7083698 7550760 544208 292062 119548 119466 8405263 8700353 78558 80382 0 0 3430001 3252485 0 0 0 4919835 5403526 8428394 8736393 -23131 -36040 16741349 17868797 4093679 3859794 12647670 14009003 X TO PROVIDE OUR MEMBERS WITH THE CRITICAL INFORMATION, INNOVATIVE TOOLS, RESOURCES AND PROFESSIONAL COMMUNITY THEY NEED IN ORDER TO SERVE FAMILIES, RUN SUSTAINABLE BUSINESSES AND BECOME PILLARS IN THEIR COMMUNITIES. 0 0 THE NATIONAL FUNERAL DIRECTORS ASSOCIATION PROVIDES GENERAL SERVICES TO ITS MEMBERS SUCH AS A WEBSITE, MEMBER SERVICE REPRESENTATIVES (CALL CENTER), PROMOTION OF PUBLIC AWARENESS, ADVOCACY, AND MEMBER BENEFIT PROGRAMS (HUMAN RESOURCES CONSULTING, CREDIT CARD SERVICES, ETC.), AND IMPROVES INDUSTRY SERVICES. APPROXIMATELY 19,000 MEMBERS WERE SERVED DURING THE YEAR. THE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 7,600 MEMBERS WERE SERVED BY THIS PROGRAM DURING THE YEAR. THE NATIONAL FUNERAL DIRECTORS ASSOCIATION CONDUCTS EDUCATIONAL SEMINARS ON A CONTINUING BASIS TO KEEP MEMBERS INFORMED ON THE LATEST TECHNICAL, BUSINESS, AND REGULATORY DEVELOPMENTS. OVER 6,500 MEMBERS ATTENDED SEMINARS DURING THE YEAR. THE NATIONAL FUNERAL DIRECTORS ASSOCIATION PROVIDES VARIOUS PUBLICATIONS FOR MEMBERS, THE GENERAL PUBLIC, AND EDUCATIONAL INSTITUTIONS. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 59 0 51 1 0 0 0 0 1 1 0 0 0 X 8 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TODD ETHERIDGE 2627891880 13625 BISHOPS DR BROOKFIELD WI 530056607 CHUCK BOWMAN PRESIDENT 1.00 X X 8782 0 0 R BRYANT HIGHTOWER PRESIDENT-ELECT 1.00 X X 5760 0 0 RANDALL ANDERSON TREASURER 1.00 X X 3486 0 0 JOHN MITCHELL SECRETARY 1.00 X X 0 0 0 KENNETH CAHALL IMMEDIATE PAST PRESIDENT 1.00 X X 5494 0 0 DOUGLAS R NIE II DIRECTOR 1.00 X 7102 0 0 JOHN W WENIG DIRECTOR 1.00 X 5189 0 0 CHRISTOPHER ROBINSON DIRECTOR 1.00 X 2823 0 0 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 40.00 5.00 X 353936 0 71382 TODD ETHERIDGE CONTROLLER 40.00 X 105071 0 15605 LESLEY WITTER SR VP ADVOCACY 40.00 X 139198 0 23714 GAIL MARQUARDT VP COMMUNICATIONS 40.00 X 114609 0 34700 ANNA BERNFELD SR VP MEMBER RELATIONS 40.00 X 120144 0 26879 ANTHONY KANIUK SR BUSINESS DEVELOPMENT EXECUTIVE 40.00 X 120223 0 24780 CAROL HENDRICK SR VP STRATEGIC DEVELOPMENT 40.00 X 114138 0 33404 1105955 0 230464 12 0 1 0 GILLIGAN LAW OFFICES 3734 EASTERN AVE CINCINNATI OH 452262103 LEGAL SERVICES 230068 AV MATTERS 7701 SOUTHLAND BLVD STE 303 ORLANDO FL 328096948 CONVENTION AUDIO/VISUAL SERVICES 156184 AGENCY H5 205 W WACKER DR STE 1100 CHICAGO IL 606061449 PUBLIC RELATIONS/MEDIA CONSULTING SERVIC 136040 CI DESIGN 306 N MILWAUKEE ST STE 200 MILWAUKEE WI 53202 VIDEO PRODUCTION 133477 PRIME POLICY GROUP PO BOX 933169 ATLANTA GA 31193 LOBBYING CONSULTANTS 120116 5 40665 697400 500 738065 CONVENTIONS AND EDUCAT 561920 3997019 3997019 MEMBERSHIP DUES 900099 3274454 3274454 MUSIC LICENSE FEES 512230 239954 239954 OTHER PROGRAM SERVICES 900099 39333 39333 7550760 271630 271630 40900 0 40900 40900 40900 227647 207215 20432 20432 20432 189284 110718 78566 78566 8700353 7629326 0 332962 80382 531380 1725499 68143 670619 256844 295139 26800 294877 1090627 37410 718462 62869 148367 274338 1859325 385704 114405 DUES AND SUBSCRIPTIONS 92224 2979 8736393 595622 967491 202671 137291 1301316 1332169 226937 169627 190326 358840 10990780 8303268 2931451 2687512 10584566 11507407 708460 708460 16741349 17868797 1893986 1714492 2199693 2145302 4093679 3859794 X 12600634 13943013 47036 65990 12647670 14009003 16741349 17868797 X -36040 1467738 -70365 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3274454 294877 294877 327445 -32568 583204 583204 5429985 3744334 1685651 4888166 4495091 393075 89425 63843 25582 2687512 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICE NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES HELD AN EXPOSITION FOR ITS MEMBERS IN ASIA DURING 2019. 27775 0 0 0 0 0 0 27775 0 27775 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 AMERICAN BOARD OF FUNERAL SERVICE EDUCATION INC 992 MANTUA PIKE WOODBURY HEIGHTS NJ 08097 362483076 501(C)(3) 23000 SCHOLARSHIPS FOR STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS AND GENERAL SUPPORT HABITAT FOR HUMANITY CHICAGO 1100 W CERMAK RD STE 404 CHICAGO IL 60608 460494889 501(C)(3) 5500 DONATION TO WORK SITE. 2 0 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS IS THE RESPONSIBILITY OF THE DIRECTORS AND MANAGEMENT. EACH YEAR THE ASSOCIATION'S SENIOR VICE PRESIDENT ATTENDS THE ANNUAL MEETING OF THE AMERICAN BOARD OF FUNERAL SERVICE EDUCATION TO ENSURE THE ORGANIZATION IS OPERATING IN ACCORDANCE WITH ITS MISSION AND THAT SCHOLARSHIPS ARE BEING MADE TO STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS. X 1 1 X X X X 0 0 0 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 353936 0 0 0 0 0 41912 0 29470 0 425318 0 0 0 LESLEY WITTER SR VP ADVOCACY 139198 0 0 0 0 0 16390 0 7324 0 162912 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERSHIP ELECTS THE MEMBERS OF THE GOVERNING BODY AT LEAST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION'S DIRECTORS AND OFFICERS SIGN A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF EACH ANNUAL TERM. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND OFFICERS WITH GOVERNING BODY DELEGATED POWERS. AFTER DISCLOSURE OF THE INTEREST AND ALL MATERIAL FACTS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BODY OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING DIRECTORS OR COMMITTEE MEMBERS. THE GOVERNING BODY OR OFFICERS CONDUCT PERIODIC REVIEWS TO ENSURE THE ASSOCIATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15A THE INDEPENDENT DIRECTORS ANNUALLY CONDUCT A PERFORMANCE REVIEW OF THE CHIEF EXECUTIVE OFFICER AND REVIEW COMPARABILTY DATA TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS CAN BE INSPECTED AT THE ASSOCIATION'S OFFICE DURING NORMAL BUSINESS HOURS AT NO COST. COPIES OF THESE DOCUMENTS CAN ALSO BE OBTAINED FOR A NOMINAL FEE. FORM 990, PART XI, LINE 9: WRITE OFF OBSOLETE INVENTORY -70,365. FUNERAL SERVICE FOUNDATION INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391831612 GRANTMAKING TO BENEFIT THE FUNERAL SERVICE AND ALLIED PROFESSIONS WI 501(C)(3) LINE 10 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC 1 NFDA SERVICES INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391229930 PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATION WI NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC C 1819112 4073170 1.00000 1 ASSOCIATION EXCELLENCE INCORPORATED 13625 BISHOPS DR BROOKFIELD WI 530056607 208374242 MANAGEMENT SERVICES WI NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC C 78370 210674 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NFDA SERVICES INC N 177351 ACTUAL COST NFDA SERVICES INC O 749216 ACTUAL COST FUNERAL SERVICE FOUNDATION INC O 202111 ACTUAL COST ASSOCIATION EXCELLENCE INCORPORATED O 65134 ACTUAL COST