2019-05-15T16:28:24-05:00 2018-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2018-01-01 390978598 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC NATI 2627891880 13625 BISHOPS DR BROOKFIELD WI 530056607 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 2627891880 2019-05-15 1 JENNY TARKOWSKI CPA P00634290 6082744020 66.222.124.178 2019-05-15 15:55:06 CD P 50C9C09D56ED613F9D7879BDC11063DCF385CB9F BB9037E3AA85FAE4E129294E83CD7747F0718998 2018 2019-02-21 02:37:17Z CHRISTINE PEPPER 13625 BISHOPS DR BROOKFIELD WI 530056607 8583337 0 X WWW.NFDA.ORG X 1882 WI THE NATIONAL FUNERAL DIRECTORS ASSOCIATION (NFDA) IS THE WORLDWIDE SOURCE OF EXPERTISE AND PROFESSIONAL RESOURCES FOR ALL FACETS OF FUNERAL SERVICES. THROUGH EDUCATION, INFORMATION AND ADVOCACY, NFDA IS DEDICATED TO SUPPORTING MEMBERS IN THEIR MISSION TO PROVIDE FAMILIES WITH MEANINGFUL END-OF-LIFE SERVICES AT THE HIGHEST LEVELS OF EXCELLENCE AND INTEGRITY. 9 4 52 217 0 0 728231 657809 7465940 7083698 460121 544208 140691 119548 8794983 8405263 86492 78558 0 0 3565522 3430001 0 0 0 4821734 4919835 8473748 8428394 321235 -23131 17787375 16741349 4141101 4093679 13646274 12647670 X THE NATIONAL FUNERAL DIRECTORS ASSOCIATION (NFDA) IS THE WORLDWIDE SOURCE OF EXPERTISE AND PROFESSIONAL RESOURCES FOR ALL FACETS OF FUNERAL SERVICE. THROUGH EDUCATION, INFORMATION AND ADVOCACY, NFDA IS DEDICATED TO SUPPORTING MEMBERS IN THEIR MISSION TO PROVIDE FAMILIES WITH MEANINGFUL END-OF-LIFE SERVICES AT THE HIGHEST LEVELS OF EXCELLENCE AND INTEGRITY. 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 20,000 MEMBERS WERE SERVED DURING THE YEAR. THE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 7,800 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 4,600 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 0 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 38 0 52 1 0 0 0 0 1 1 0 0 0 X 9 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 KENNETH CAHALL PRESIDENT 1.00 X X 4647 0 0 CHUCK BOWMAN PRESIDENT-ELECT 1.00 X X 9404 0 0 R BRYANT HIGHTOWER JR TREASURER 1.00 X X 6331 0 0 RANDALL ANDERSON SECRETARY 1.00 X X 2514 0 0 ASHLEY COZINE IMMEDIATE PAST PRESIDENT 1.00 X X 3856 0 0 JOHM MITCHELL DIRECTOR 1.00 X 0 0 0 DOUGLAS R NIE II DIRECTOR 1.00 X 4425 0 0 JOHN W WENIG DIRECTOR 1.00 X 4128 0 0 PASQUALE FOLINO DIRECTOR 1.00 X 0 0 0 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 40.00 5.00 X 336436 0 68811 LESLEY WITTER SR VP ADVOCACY 40.00 X 134348 0 22811 CONNIE COZZOLINO-SMITH SR VP PROFESSIONAL DEVELOPMENT 40.00 X 126500 0 41843 ANNA BERNFELD SR VP MEMBER RELATIONS 40.00 X 117000 0 25904 ANTHONY KANIUK SENIOR BUSINESS DEVELOPMENT EXECUTIVE 40.00 X 111731 0 23802 CAROL HENDRICK SR VP STRATEGIC DEVELOPMENT 40.00 X 110885 0 32804 972205 0 215975 6 0 1 0 GILLIGAN LAW OFFICES 3734 EASTERN AVE CINCINNATI OH 452262103 LEGAL SERVICES 244735 AV MATTERS 7701 SOUTHLAND BLVD STE 303 ORLANDO FL 328096948 CONVENTION AUDIO/VISUAL SERVICES 224462 AGENCY H5 205 W WACKER DR STE 1100 CHICAGO IL 606061449 PUBLIC RELATIONS/MEDIA CONSULTING SERVIC 127531 PRIME POLICY GROUP PO BOX 933169 ATLANTA GA 31193 LOBBYING CONSULTANTS 120453 BEACON HEALTH OPTIONS PO BOX 534367 ATLANTA GA 30353 EMPLOYEE ASSISTANCE PROGRAM 111720 5 52992 604817 500 657809 CONVENTIONS AND EDUCAT 561920 3543292 3543292 MEMBERSHIP DUES 900099 3281402 3281402 MUSIC LICENSE FEES 512230 239357 239357 OTHER PROGRAM SERVICES 900099 19647 19647 7083698 239711 239711 40900 0 40900 40900 40900 324497 20000 304497 304497 304497 236722 158074 78648 78648 8405263 7162346 0 585108 78558 405247 1958256 80073 717050 269375 299938 26000 257605 770515 47919 792241 45502 148803 272232 1633351 435790 108336 DUES AND SUBSCRIPTIONS 66273 15330 8428394 1730748 595622 128605 202671 546577 1301316 214795 226937 123401 190326 10857705 7926254 3241832 2931451 11092957 10584566 708460 708460 17787375 16741349 2069987 1893986 2071114 2199693 4141101 4093679 X 13616507 12600634 29767 47036 13646274 12647670 17787375 16741349 -23131 -975473 0 X 0 1 X 1 0 0 0 0 3281402 257605 257605 328140 -70535 583204 583204 5420265 3549878 1870387 4782566 4316231 466335 71670 60145 11525 2931451 1 AMERICAN BOARD OF FUNERAL SERVICE EDUCATION INC 38 FLORIDA AVE PORTLAND ME 041033810 362483076 501(C)(3) 23000 SCHOLARSHIPS FOR STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS AND GENERAL SUPPORT 1 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 336436 0 0 0 0 0 40309 0 28502 0 405247 0 0 0 LESLEY WITTER SR VP ADVOCACY 134348 0 0 0 0 0 15842 0 6969 0 157159 0 0 0 CONNIE COZZOLINO-SMITH SR VP PROFESSIONAL DEVELOPMENT 126500 0 0 0 0 0 16263 0 25580 0 168343 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. 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 1679244 4019785 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 78310 200163 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 FUNERAL SERVICE FOUNDATION INC C 52992 ACTUAL COST NFDA SERVICES INC N 180454 ACTUAL COST NFDA SERVICES INC O 770821 ACTUAL COST FUNERAL SERVICE FOUNDATION INC O 307629 ACTUAL COST ASSOCIATION EXCELLENCE INCORPORATED O 65393 ACTUAL COST