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← NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I

Form 990 for tax year 2023

Filed by NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I.

Totals

Total revenue
$9,731,378
Total expenses
$9,671,822
Contributions and grants received
$888,254
Grants paid
$129,230
Program service revenue
$8,237,353
Investment income
$492,629
Other revenue
$113,142
Total assets, end of year
$20,057,572
Total liabilities, end of year
$4,908,858
Net assets or fund balances, end of year
$15,148,714
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1d · Related organizations

    $133,600

  • 1f · All other contributions, gifts and grants

    $754,654

  • 2a · Program service revenue: CONVENTIONS AND EDUCAT

    total $4,046,736 · related or exempt $4,046,736

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $3,846,426 · related or exempt $3,846,426

  • 2c · Program service revenue: MUSIC LICENSE FEES

    total $300,637 · related or exempt $300,637

  • 2d · Program service revenue: OTHER PROGRAM SERVICES

    total $43,554 · related or exempt $43,554

  • 3 · Investment income

    total $492,591 · excluded $492,591

  • 6a · Gross rents

    real property $41,883

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $41,883

  • 6d · Net rental income or loss

    total $41,883 · excluded $41,883

  • 7a · Gross sales of assets other than inventory

    securities $38

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $38

  • 7d · Net gain or loss

    total $38 · excluded $38

  • 10a · Gross sales of inventory

    $159,965

  • 10b · Cost of goods sold

    $88,706

  • 10c · Net income from sales of inventory

    total $71,259 · related or exempt $71,259

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $129,230

  • 5 · Compensation of officers, directors and key employees

    total $1,128,321

  • 7 · Other salaries and wages

    total $1,771,407

  • 8 · Pension plan contributions

    total $8,814

  • 9 · Other employee benefits

    total $596,444

  • 10 · Payroll taxes

    total $300,290

  • 11b · Fees: legal

    total $80,785

  • 11c · Fees: accounting

    total $30,800

  • 11d · Fees: lobbying

    total $303,475

  • 11g · Fees: other

    total $1,643,031

  • 12 · Advertising and promotion

    total $68,800

  • 13 · Office expenses

    total $771,824

  • 15 · Royalties

    total $72,538

  • 16 · Occupancy

    total $155,501

  • 17 · Travel

    total $1,084,336

  • 19 · Conferences, conventions and meetings

    total $589,869

  • 20 · Interest

    total $4,943

  • 22 · Depreciation, depletion and amortization

    total $482,074

  • 23 · Insurance

    total $116,946

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $330,103

  • 24e · All other expenses

    total $2,291

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,184,798 · end of year $2,002,846

  • 2 · Savings and temporary cash investments

    beginning of year $171,321 · end of year $283,997

  • 4 · Accounts receivable

    beginning of year $678,215 · end of year $236,285

  • 8 · Inventories for sale or use

    beginning of year $145,140 · end of year $167,623

  • 9 · Prepaid expenses and deferred charges

    beginning of year $365,583 · end of year $462,915

  • 10a · Land, buildings and equipment: cost or other basis

    $12,431,884

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,048,186

  • 10c · Land, buildings and equipment, net

    beginning of year $2,712,124 · end of year $2,383,698

  • 11 · Investments: publicly traded securities

    beginning of year $10,985,435 · end of year $12,595,725

  • 12 · Investments: other securities

    beginning of year $2,056,916 · end of year $1,464,006

  • 15 · Other assets

    beginning of year $111,714 · end of year $460,477

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,098,784 · end of year $1,710,270

  • 19 · Deferred revenue

    beginning of year $2,752,633 · end of year $2,516,181

  • 25 · Other liabilities

    beginning of year $112,700 · end of year $682,407

  • 27 · Net assets without donor restrictions

    beginning of year $14,373,300 · end of year $15,074,885

  • 28 · Net assets with donor restrictions

    beginning of year $73,829 · end of year $73,829

Mission and programs · 2023

Mission

THE NATIONAL FUNERAL DIRECTORS ASSOCIATION IS THE WORLD'S LEADING, LARGEST AND MOST TRUSTED ASSOCIATION TO SUPPORT FUNERAL PROFESSIONALS. WE PROVIDE OUR MEMBERS WITH CRITICAL INFORMATION, INNOVATIVE TOOLS, RESOURCES AND THE PROFESSIONAL COMMUNITY THEY NEED TO SERVE FAMILIES, RUN SUSTAINABLE BUSINESSES AND BECOME PILLARS IN THEIR COMMUNITIES.

Activities or mission (Part I)

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.

  • 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 20,160 MEMBERS WERE SERVED 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 8,200 MEMBERS ATTENDED SEMINARS DURING THE YEAR.

  • THE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 7,500 MEMBERS WERE SERVED BY THIS PROGRAM DURING THE YEAR.

  • THE NATIONAL FUNERAL DIRECTORS ASSOCIATION PROVIDES VARIOUS PUBLICATIONS FOR MEMBERS, THE GENERAL PUBLIC, AND EDUCATIONAL INSTITUTIONS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Randy Anderson

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $6,760
    From this org
    $6,760
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Doug Nie

    PRESIDENT-ELECT

    Total calculated
    $3,534
    From this org
    $3,534
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Beatrice Lewanduski

    DIRECTOR (THRU 9/23)

    Total calculated
    $1,595
    From this org
    $1,595
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Christopher Robinson

    TREASURER

    Total calculated
    $1,360
    From this org
    $1,360
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Brad Walker

    DIRECTOR

    Total calculated
    $1,220
    From this org
    $1,220
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Chris Christian

    DIRECTOR

    Total calculated
    $1,061
    From this org
    $1,061
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve Spann

    DIRECTOR

    Total calculated
    $686
    From this org
    $686
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dan Ford

    SECRETARY

    Total calculated
    $541
    From this org
    $541
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John Mitchell

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Homer Elwood

    DIRECTOR (FROM 9/23)

    Total calculated
    $0
    Hours/week
    1

  • Ellen McBrayer

    DIRECTOR (FROM 9/23)

    Total calculated
    $0
    Hours/week
    1

  • Christine Pepper

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $472,365
    From this org
    $407,492
    From related orgs
    $0
    Other
    $64,873
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $357,992
    Bonus
    $49,500
    Other
    $0
    Deferred
    $47,569
    Nontaxable benefits
    $17,304
    Filer's total
    $472,365

  • Todd Etheridge

    CONTROLLER

    Total calculated
    $138,421
    From this org
    $121,358
    From related orgs
    $0
    Other
    $17,063
    Hours/week
    40

  • Chris Farmer

    GENERAL COUNSEL

    Total calculated
    $323,106
    From this org
    $270,500
    From related orgs
    $0
    Other
    $52,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,500
    Bonus
    $8,000
    Other
    $0
    Deferred
    $34,845
    Nontaxable benefits
    $17,761
    Filer's total
    $323,106

  • Lesley Witter

    SR VP ADVOCACY

    Total calculated
    $194,429
    From this org
    $164,350
    From related orgs
    $0
    Other
    $30,079
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,350
    Bonus
    $15,000
    Other
    $0
    Deferred
    $20,766
    Nontaxable benefits
    $9,313
    Filer's total
    $194,429

  • Anna Bernfeld

    SR VP MEMBER RELATIONS

    Total calculated
    $176,996
    From this org
    $139,493
    From related orgs
    $0
    Other
    $37,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,493
    Bonus
    $12,000
    Other
    $0
    Deferred
    $9,285
    Nontaxable benefits
    $28,218
    Filer's total
    $176,996

  • Gail Marquardt

    VP CONSUMER ENGAGEMENT

    Total calculated
    $172,416
    From this org
    $134,665
    From related orgs
    $0
    Other
    $37,751
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,165
    Bonus
    $21,500
    Other
    $0
    Deferred
    $9,007
    Nontaxable benefits
    $28,744
    Filer's total
    $172,416

  • Anthony Kaniuk

    DIRECTOR, INDUSTRY RELATIONS

    Total calculated
    $169,383
    From this org
    $145,280
    From related orgs
    $0
    Other
    $24,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $85,123
    Bonus
    $9,000
    Other
    $51,157
    Deferred
    $8,026
    Nontaxable benefits
    $16,077
    Filer's total
    $169,383

  • Patricia Neuswanger

    VP EDUCATION

    Total calculated
    $144,888
    From this org
    $122,308
    From related orgs
    $0
    Other
    $22,580
    Hours/week
    40

  • Lorri Wagner

    DIRECTOR, BUSINESS DEVELOPMENT

    Total calculated
    $142,891
    From this org
    $128,749
    From related orgs
    $0
    Other
    $14,142
    Hours/week
    40

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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • FUNERAL SERVICE FOUNDATION INC

    501(C)(3) · GRANTMAKING TO BENEFIT THE FUNERAL SERVICE AND ALLIED PROFESSIONS · WI · controlled entity

    Directly controlled by NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NFDA SERVICES INC

    C · PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATION · WI · 100% owned · share of income $1,515,296 · share of assets $2,855,352 · controlled entity

    Directly controlled by NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC

  • ASSOCIATION EXCELLENCE INCORPORATED

    C · MANAGEMENT SERVICES · WI · 100% owned · share of income $11,663 · share of assets $90,143 · controlled entity

    Directly controlled by NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC

Provenance

Return type
form_990
Tax year
2023
Filed
4 June 2024
IRS schema version
2023v5.0
Source object
202411639349301041

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