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← NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I

Form 990 for tax year 2022

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

Totals

Total revenue
$8,936,774
Total expenses
$8,841,869
Contributions and grants received
$765,502
Grants paid
$96,718
Program service revenue
$7,652,083
Investment income
$416,769
Other revenue
$102,420
Total assets, end of year
$19,411,246
Total liabilities, end of year
$4,964,117
Net assets or fund balances, end of year
$14,447,129
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

    $94,628

  • 1f · All other contributions, gifts and grants

    $670,874

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $3,848,856 · related or exempt $3,848,856

  • 2b · Program service revenue: CONVENTIONS AND EDUCAT

    total $3,469,911 · related or exempt $3,469,911

  • 2c · Program service revenue: MUSIC LICENSE FEES

    total $301,065 · related or exempt $301,065

  • 2d · Program service revenue: OTHER PROGRAM SERVICES

    total $32,251 · related or exempt $32,251

  • 3 · Investment income

    total $416,769 · excluded $416,769

  • 6a · Gross rents

    real property $39,483

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $39,483

  • 6d · Net rental income or loss

    total $39,483 · excluded $39,483

  • 10a · Gross sales of inventory

    $166,750

  • 10b · Cost of goods sold

    $103,813

  • 10c · Net income from sales of inventory

    total $62,937 · related or exempt $62,937

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $96,718

  • 5 · Compensation of officers, directors and key employees

    total $1,085,636

  • 7 · Other salaries and wages

    total $1,633,024

  • 8 · Pension plan contributions

    total $62,462

  • 9 · Other employee benefits

    total $696,334

  • 10 · Payroll taxes

    total $290,954

  • 11b · Fees: legal

    total $38,856

  • 11c · Fees: accounting

    total $28,000

  • 11d · Fees: lobbying

    total $231,418

  • 11g · Fees: other

    total $1,198,912

  • 12 · Advertising and promotion

    total $47,191

  • 13 · Office expenses

    total $778,479

  • 15 · Royalties

    total $59,380

  • 16 · Occupancy

    total $180,300

  • 17 · Travel

    total $1,110,513

  • 19 · Conferences, conventions and meetings

    total $362,078

  • 20 · Interest

    total $3,116

  • 22 · Depreciation, depletion and amortization

    total $514,920

  • 23 · Insurance

    total $120,102

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $301,763

  • 24e · All other expenses

    total $1,713

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,059,815 · end of year $2,184,798

  • 2 · Savings and temporary cash investments

    beginning of year $462,208 · end of year $171,321

  • 4 · Accounts receivable

    beginning of year $636,038 · end of year $678,215

  • 8 · Inventories for sale or use

    beginning of year $189,001 · end of year $145,140

  • 9 · Prepaid expenses and deferred charges

    beginning of year $304,319 · end of year $365,583

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

    $12,326,757

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

    $9,614,633

  • 10c · Land, buildings and equipment, net

    beginning of year $3,001,184 · end of year $2,712,124

  • 11 · Investments: publicly traded securities

    beginning of year $12,905,240 · end of year $10,985,435

  • 12 · Investments: other securities

    beginning of year $2,060,514 · end of year $2,056,916

  • 15 · Other assets

    beginning of year $0 · end of year $111,714

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,102,313 · end of year $2,098,784

  • 19 · Deferred revenue

    beginning of year $2,934,263 · end of year $2,752,633

  • 25 · Other liabilities

    beginning of year $0 · end of year $112,700

  • 27 · Net assets without donor restrictions

    beginning of year $16,507,914 · end of year $14,373,300

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

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 20,500 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 6,900 MEMBERS ATTENDED SEMINARS DURING THE YEAR.

  • THE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 7,700 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 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christine Pepper

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $446,990
    From this org
    $385,563
    From related orgs
    $0
    Other
    $61,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $340,563
    Bonus
    $45,000
    Other
    $0
    Deferred
    $45,564
    Nontaxable benefits
    $15,863
    Filer's total
    $446,990

  • Chris Farmer

    GENERAL COUNSEL

    Total calculated
    $307,081
    From this org
    $266,500
    From related orgs
    $0
    Other
    $40,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,000
    Bonus
    $6,500
    Other
    $0
    Deferred
    $23,985
    Nontaxable benefits
    $16,596
    Filer's total
    $307,081

  • Lesley Witter

    SR VP ADVOCACY

    Total calculated
    $193,582
    From this org
    $164,183
    From related orgs
    $0
    Other
    $29,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,183
    Bonus
    $15,000
    Other
    $0
    Deferred
    $20,284
    Nontaxable benefits
    $9,115
    Filer's total
    $193,582

  • Anna Bernfeld

    SR VP MEMBER RELATIONS

    Total calculated
    $169,705
    From this org
    $134,680
    From related orgs
    $0
    Other
    $35,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,680
    Bonus
    $12,000
    Other
    $0
    Deferred
    $8,948
    Nontaxable benefits
    $26,077
    Filer's total
    $169,705

  • Gail Marquardt

    VP CONSUMER ENGAGEMENT

    Total calculated
    $159,116
    From this org
    $124,180
    From related orgs
    $0
    Other
    $34,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,080
    Bonus
    $11,100
    Other
    $0
    Deferred
    $8,333
    Nontaxable benefits
    $26,603
    Filer's total
    $159,116

  • Anthony Kaniuk

    DIRECTOR, INDUSTRY RELATIONS

    Total calculated
    $148,481
    From this org
    $126,281
    From related orgs
    $0
    Other
    $22,200
    Hours/week
    40

  • Lee Wiensch

    EXECUTIVE DIRECTOR, FSF (THRU 10/22)

    Total calculated
    $146,059
    From this org
    $120,041
    From related orgs
    $0
    Other
    $26,018
    Hours/week
    40

  • David Larsen

    DIRECTOR, CONVENTION & MEETINGS

    Total calculated
    $138,398
    From this org
    $104,615
    From related orgs
    $0
    Other
    $33,783
    Hours/week
    40

  • Todd Etheridge

    CONTROLLER

    Total calculated
    $137,983
    From this org
    $121,134
    From related orgs
    $0
    Other
    $16,849
    Hours/week
    40

  • Bryant Hightower

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $17,631
    From this org
    $17,631
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Doug Nie

    TREASURER

    Total calculated
    $7,279
    From this org
    $7,279
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Linda Earl

    DIRECTOR (THRU 10/22)

    Total calculated
    $3,449
    From this org
    $3,449
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Beatrice Lewanduski

    DIRECTOR

    Total calculated
    $3,168
    From this org
    $3,168
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Christopher Robinson

    SECRETARY

    Total calculated
    $3,027
    From this org
    $3,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Randy Anderson

    PRESIDENT

    Total calculated
    $2,877
    From this org
    $2,877
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dan Ford

    DIRECTOR

    Total calculated
    $1,077
    From this org
    $1,077
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • John Mitchell

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Chris Christian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Spann

    DIRECTOR (FROM 10/22)

    Total calculated
    $0
    Hours/week
    1

  • Brad Walker

    DIRECTOR (FROM 10/22)

    Total calculated
    $0
    Hours/week
    1

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 · 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 $1,563,797 · share of assets $3,183,608 · 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 $13,518 · share of assets $120,270 · controlled entity

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

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2023
IRS schema version
2022v5.0
Source object
202311329349308516

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