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← NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I

Form 990 for tax year 2025

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

Totals

Total revenue
$10,925,628
Total expenses
$10,307,605
Contributions and grants received
$998,727
Grants paid
$90,625
Program service revenue
$8,604,949
Investment income
$1,239,380
Other revenue
$82,572
Total assets, end of year
$22,999,589
Total liabilities, end of year
$4,941,539
Net assets or fund balances, end of year
$18,058,050
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

    $118,034

  • 1f · All other contributions, gifts and grants

    $880,693

  • 2a · Program service revenue: CONVENTIONS AND EDUCATIONAL PROGR

    total $4,237,425 · related or exempt $4,237,425

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $3,968,139 · related or exempt $3,968,139

  • 2c · Program service revenue: MUSIC LICENSE FEES

    total $286,959 · related or exempt $286,959

  • 2d · Program service revenue: OTHER PROGRAM SERVICES

    total $112,426 · related or exempt $112,426

  • 3 · Investment income

    total $1,239,380 · excluded $1,239,380

  • 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

  • 10a · Gross sales of inventory

    $119,970

  • 10b · Cost of goods sold

    $79,281

  • 10c · Net income from sales of inventory

    total $40,689 · related or exempt $40,689

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $90,625

  • 5 · Compensation of officers, directors and key employees

    total $1,474,764

  • 7 · Other salaries and wages

    total $1,748,192

  • 8 · Pension plan contributions

    total $34,407

  • 9 · Other employee benefits

    total $782,088

  • 10 · Payroll taxes

    total $335,175

  • 11b · Fees: legal

    total $37,718

  • 11c · Fees: accounting

    total $35,425

  • 11d · Fees: lobbying

    total $302,793

  • 11g · Fees: other

    total $1,782,104

  • 12 · Advertising and promotion

    total $72,682

  • 13 · Office expenses

    total $893,146

  • 15 · Royalties

    total $61,103

  • 16 · Occupancy

    total $183,870

  • 17 · Travel

    total $282,685

  • 19 · Conferences, conventions and meetings

    total $376,194

  • 20 · Interest

    total $4,092

  • 22 · Depreciation, depletion and amortization

    total $441,244

  • 23 · Insurance

    total $125,757

  • 24a · Other expenses: MEALS

    total $705,370

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $306,270

  • 24c · Other expenses: LODGING

    total $229,620

  • 24e · All other expenses

    total $2,281

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $474,157 · end of year $473,619

  • 2 · Savings and temporary cash investments

    beginning of year $287,889 · end of year $181,640

  • 4 · Accounts receivable

    beginning of year $284,462 · end of year $234,906

  • 8 · Inventories for sale or use

    beginning of year $139,506 · end of year $156,738

  • 9 · Prepaid expenses and deferred charges

    beginning of year $397,466 · end of year $454,693

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

    $15,138,600

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

    $10,845,406

  • 10c · Land, buildings and equipment, net

    beginning of year $3,021,053 · end of year $4,293,194

  • 11 · Investments: publicly traded securities

    beginning of year $14,246,844 · end of year $15,989,570

  • 12 · Investments: other securities

    beginning of year $1,807,460 · end of year $708,460

  • 15 · Other assets

    beginning of year $535,069 · end of year $506,769

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,971,667 · end of year $1,691,312

  • 19 · Deferred revenue

    beginning of year $2,446,345 · end of year $2,527,246

  • 25 · Other liabilities

    beginning of year $625,872 · end of year $722,981

  • 27 · Net assets without donor restrictions

    beginning of year $16,076,193 · end of year $17,984,221

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2025

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 21,000 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 12,000 MEMBERS ATTENDED SEMINARS DURING THE YEAR.

  • THE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 7,100 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 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christopher Robinson

    PRESIDENT

    Total calculated
    $2,153
    From this org
    $2,153
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dan Ford

    PRESIDENT-ELECT

    Total calculated
    $3,234
    From this org
    $3,234
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Chris Christian

    TREASURER

    Total calculated
    $3,348
    From this org
    $3,348
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Steve Spann

    SECRETARY

    Total calculated
    $3,096
    From this org
    $3,096
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Douglas Nie

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $21,841
    From this org
    $21,841
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Carlton Maye

    DIRECTOR

    Total calculated
    $177
    From this org
    $177
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ellen McBrayer

    DIRECTOR

    Total calculated
    $1,885
    From this org
    $1,885
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Homer Elwood

    DIRECTOR (THRU OCTOBER)

    Total calculated
    $4,679
    From this org
    $4,679
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ladd Pulliam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carlos Black

    DIRECTOR (FROM OCTOBER)

    Total calculated
    $0
    Hours/week
    1

  • Christopher Costello

    DIRECTOR (FROM OCTOBER)

    Total calculated
    $0
    Hours/week
    1

  • Christine Reichelt-Pepper

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $508,743
    From this org
    $436,865
    From related orgs
    $0
    Other
    $71,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,865
    Bonus
    $50,000
    Other
    $0
    Deferred
    $52,218
    Nontaxable benefits
    $19,660
    Filer's total
    $508,743

  • Todd Etheridge

    CONTROLLER

    Total calculated
    $172,273
    From this org
    $151,765
    From related orgs
    $0
    Other
    $20,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,765
    Bonus
    $18,000
    Other
    $0
    Deferred
    $10,024
    Nontaxable benefits
    $10,484
    Filer's total
    $172,273

  • Christopher Farmer

    GENERAL COUNSEL

    Total calculated
    $335,140
    From this org
    $282,000
    From related orgs
    $0
    Other
    $53,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,000
    Bonus
    $9,000
    Other
    $0
    Deferred
    $33,480
    Nontaxable benefits
    $19,660
    Filer's total
    $335,140

  • Lesley Witter

    SR VP, ADVOCACY

    Total calculated
    $270,391
    From this org
    $234,327
    From related orgs
    $0
    Other
    $36,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,327
    Bonus
    $10,000
    Other
    $0
    Deferred
    $24,950
    Nontaxable benefits
    $11,114
    Filer's total
    $270,391

  • Stephanie Wagner

    CHIEF MARKETING OFFICER

    Total calculated
    $188,217
    From this org
    $166,200
    From related orgs
    $0
    Other
    $22,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,200
    Bonus
    $5,000
    Other
    $0
    Deferred
    $11,186
    Nontaxable benefits
    $10,831
    Filer's total
    $188,217

  • Anna Bernfeld

    SR VP, MEMBER RELATIONS

    Total calculated
    $193,346
    From this org
    $149,670
    From related orgs
    $0
    Other
    $43,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,670
    Bonus
    $13,000
    Other
    $0
    Deferred
    $9,957
    Nontaxable benefits
    $33,719
    Filer's total
    $193,346

  • Anthony Kaniuk

    DIRECTOR, INDUSTRY RELATIONS

    Total calculated
    $178,638
    From this org
    $151,502
    From related orgs
    $0
    Other
    $27,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $94,648
    Bonus
    $8,500
    Other
    $48,354
    Deferred
    $8,287
    Nontaxable benefits
    $18,849
    Filer's total
    $178,638

  • Gail Marquardt

    VP, CONSUMER ENGAGEMENT

    Total calculated
    $173,086
    From this org
    $130,576
    From related orgs
    $0
    Other
    $42,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,576
    Bonus
    $7,000
    Other
    $0
    Deferred
    $8,860
    Nontaxable benefits
    $33,650
    Filer's total
    $173,086

  • Lorri Wagner

    DIRECTOR, BUSINESS DEVELOPMENT

    Total calculated
    $157,591
    From this org
    $141,698
    From related orgs
    $0
    Other
    $15,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,212
    Bonus
    $10,500
    Other
    $37,986
    Deferred
    $5,728
    Nontaxable benefits
    $10,165
    Filer's total
    $157,591

  • Jedd Lapid

    EXECUTIVE DIRECTOR, FUNERAL SERVICES FOUNDATION

    Total calculated
    $199,754
    From this org
    $157,669
    From related orgs
    $0
    Other
    $42,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,669
    Bonus
    $9,000
    Other
    $0
    Deferred
    $10,677
    Nontaxable benefits
    $31,408
    Filer's total
    $199,754

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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
CHRISTINE PEPPER PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. $10,000 WAS CONTRIBUTED IN 2025 ON HER BEHALF.

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 $1,335,780 · share of assets $1,642,087 · 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 $8,076 · share of assets $79,282 · controlled entity

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

Provenance

Return type
form_990
Tax year
2025
Filed
16 September 2026
IRS schema version
2025v4.2
Source object
202642599349301129

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