Form 990 for tax year 2023
Filed by AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICE INC.
Totals
- Total revenue
- $4,030,330
- Total expenses
- $4,666,775
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,970,637
- Investment income
- $46,119
- Other revenue
- $13,574
- Total assets, end of year
- $13,625,369
- Total liabilities, end of year
- $10,384,760
- Net assets or fund balances, end of year
- $3,240,609
- Program services expenses (Part IX)
- $1,614,655
- Management and general expenses
- $3,052,120
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,614,655
Program services were 34.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: TUITION
total $3,970,637 · related or exempt $3,970,637
-
3 · Investment income
total $46,119 · excluded $46,119
-
7a · Gross sales of assets other than inventory
securities $302,560
-
7b · Less cost or other basis and sales expenses
securities $302,560
-
7c · Gain or loss
securities $0
-
7d · Net gain or loss
total $0
-
11d · All other revenue
total $13,574 · related or exempt $13,574
-
11e · Other revenue, total
$13,574
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $743,909 · program services $235,434 · management and general $508,475
-
7 · Other salaries and wages
total $1,269,769 · program services $523,837 · management and general $745,932
-
9 · Other employee benefits
total $281,065 · program services $59,361 · management and general $221,704
-
10 · Payroll taxes
total $154,461 · program services $62,505 · management and general $91,956
-
11b · Fees: legal
total $153,944 · management and general $153,944
-
11c · Fees: accounting
total $120,783 · management and general $120,783
-
11f · Fees: investment management
total $19,884 · management and general $19,884
-
11g · Fees: other
total $212,102 · program services $200,352 · management and general $11,750
-
12 · Advertising and promotion
total $14,672 · management and general $14,672
-
13 · Office expenses
total $213,296 · program services $109,693 · management and general $103,603
-
14 · Information technology
total $190,068 · program services $190,068
-
16 · Occupancy
total $985,127 · program services $175,917 · management and general $809,210
-
17 · Travel
total $20,872 · management and general $20,872
-
19 · Conferences, conventions and meetings
total $9,069 · management and general $9,069
-
20 · Interest
total $451 · management and general $451
-
22 · Depreciation, depletion and amortization
total $56,956 · program services $7,352 · management and general $49,604
-
23 · Insurance
total $110,800 · program services $49,566 · management and general $61,234
-
24a · Other expenses: BANK CHARGES
total $56,840 · management and general $56,840
-
24b · Other expenses: DUES
total $37,137 · management and general $37,137
-
24c · Other expenses: BAD DEBT EXPENSES
total $15,000 · management and general $15,000
-
24e · All other expenses
total $570 · program services $570
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $984,284 · end of year $326,437
-
2 · Savings and temporary cash investments
beginning of year $547,433 · end of year $475,115
-
4 · Accounts receivable
beginning of year $774,927 · end of year $696,054
-
9 · Prepaid expenses and deferred charges
beginning of year $616,540 · end of year $781,621
-
10a · Land, buildings and equipment: cost or other basis
$728,143
-
10b · Land, buildings and equipment: accumulated depreciation
$150,270
-
10c · Land, buildings and equipment, net
beginning of year $606,534 · end of year $577,873
-
11 · Investments: publicly traded securities
beginning of year $919,671 · end of year $2,036,124
-
14 · Intangible assets
beginning of year $9,314,172 · end of year $8,732,145
-
15 · Other assets
beginning of year $104,863 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $333,901 · end of year $233,856
-
19 · Deferred revenue
beginning of year $710,378 · end of year $590,080
-
25 · Other liabilities
beginning of year $10,007,193 · end of year $9,560,824
-
27 · Net assets without donor restrictions
beginning of year $2,816,593 · end of year $3,240,250
-
28 · Net assets with donor restrictions
beginning of year $359 · end of year $359
Mission and programs · 2023
Mission
THE MISSION OF AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. IS TO EDUCATE STUDENTS SO THAT THEY MAY REACH THEIR FULL POTENTIAL AND ACHIEVE THEIR GOAL TO ENTER THE FUNERAL SERVICE PROFESSION. THE INSTITUTE IS COMMITTED TO CREATING A LEARNING ENVIRONMENT THAT SUPPORTS EDUCATIONAL EXCELLENCE, ENDORSES ACADEMIC INTEGRITY AND PROMOTES STEADFASTNESS AND ETHICAL BEHAVIOR IN THE FUNERAL PROFESSION. AS A LEADER IN FUNERAL SERVICE EDUCATION FOR OVER 90 YEARS, THE INSTITUTE PROVIDES FOR AND SUPPORTS THE EDUCATIONAL NEEDS OF THE FUNERAL INDUSTRY.
Activities or mission (Part I)
AMERICAN ACADEMY MCALLISTER INSTITUTE OF FUNERAL SERVICES, INC. ("THE INSTITUTE") OPERATES FOR THE PURPOSE OF PROVIDING AN EDUCATION TO ITS STUDENTS.
-
THE INSTITUTE CONSISTENTLY EDUCATES APPROXIMATELY 300 STUDENTS PER SEMESTER AND TYPICALLY ENROLLS MORE THAN 150 NEW STUDENTS EACH YEAR. THE POPULATION DENSITY OF THE REGION THE INSTITUTE PRIMARILY SERVES, ALONG WITH THE SEVERE STAFFING SHORTAGE IN THE PROFESSION, HAS INCREASED THE IMPORTANCE OF THE INSTITUTE'S ROLE IN FUNERAL SERVICE EDUCATION.
Expenses $1,614,655 · Revenue $3,984,211
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alexander BuchholzALEXANDER BUCHHOLZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ayris GranbyAYRIS GRANBY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lizabeth S KonopkaLIZABETH S KONOPKA
TRUSTEE (UNTIL 05/04/24)
- Total calculated
- $0
- Hours/week
- 1
-
William FlooksWILLIAM FLOOKS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel B McManusDANIEL B MCMANUS
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 10
-
Sharon P TaylorSHARON P TAYLOR
VICE CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Matthew BaileyMATTHEW BAILEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Nancy BrownNANCY BROWN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael MittenzweiMICHAEL MITTENZWEI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Margaret DunnMARY MARGARET DUNN
TRUSTEE
- Total calculated
- $69,268
- From this org
- $51,560
- From related orgs
- $0
- Other
- $17,708
- Hours/week
- 25
-
Martin GoldsteinMARTIN GOLDSTEIN
SECRETARY
- Total calculated
- $62,250
- From this org
- $62,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 25
-
John FraserJOHN FRASER
VICE PRESIDENT
- Total calculated
- $233,945
- From this org
- $233,945
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,945
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $233,945
-
Donald CymborDONALD CYMBOR
PRESIDENT
- Total calculated
- $334,920
- From this org
- $284,451
- From related orgs
- $0
- Other
- $50,469
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $284,451
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $50,469
- Filer's total
- $334,920
-
Andre RampaulANDRE RAMPAUL
DIRECTOR/ADMIN
- Total calculated
- $147,892
- From this org
- $133,625
- From related orgs
- $0
- Other
- $14,267
- Hours/week
- 40
-
Jaway TsoJAWAY TSO
FINANCIAL SPECIALIST
- Total calculated
- $174,285
- From this org
- $133,625
- From related orgs
- $0
- Other
- $40,660
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,625
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $40,660
- Filer's total
- $174,285
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511999349300601
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