NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES I (EIN 39-0978598)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-06-27
IRS object ID
201111789349301276
Schema version
2010v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-06-27T16:05:41-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEGNER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12110 LUANN LNAddressLine1
CityMADISONCity
StateWIState
ZIP Code537133098ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN390978598EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NATIONAL FUNERAL DIRECTORS ASSOCIATIONBusinessNameLine1
Business Name Line2OF THE UNITED STATES INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlNATINameControl
Phone2627891880Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line113625 BISHOPS DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530056607ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHRISTINE PEPPERName
TitleCHIEF EXECUTIVE OFFICERTitle
Phone2627891880Phone
Date Signed2011-06-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJENNY TARKOWSKI CPAName
Phone6082744020Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCHRISTINE PEPPERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line113625 BISHOPS DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530056607ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6364291GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.NFDA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1882YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTHE NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES IS THE WORLD'S LEADING FUNERAL SERVICE ASSOCIATION, SERVING 19,000 INDIVIDUAL MEMBERS WHO REPRESENT MORE THAN 10,200 FUNERAL HOMES IN THE UNITED STATES AND INTERNATIONALLY.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees48TotalNbrEmployees
Total Nbr Volunteers234TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year151606ContributionsGrantsPriorYear
Contributions Grants Current Year209075ContributionsGrantsCurrentYear
Program Service Revenue Prior Year5520297ProgramServiceRevenuePriorYear
Program Service Revenue CY5711946ProgramServiceRevenueCY
Investment Income Prior Year148888InvestmentIncomePriorYear
Investment Income Current Year145397InvestmentIncomeCurrentYear
Other Revenue Prior Year91974OtherRevenuePriorYear
Other Revenue Current Year85693OtherRevenueCurrentYear
Total Revenue Prior Year5912765TotalRevenuePriorYear
Total Revenue Current Year6152111TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year30052GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY35417GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2650122SalariesEtcPriorYear
Salaries Etc Current Year2634384SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year3527633OtherExpensePriorYear
Other Expenses Current Year3661988OtherExpensesCurrentYear
Total Expenses Prior Year6207807TotalExpensesPriorYear
Total Expenses Current Year6331789TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-295042RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-179678RevenuesLessExpensesCY
Total Assets BOY12119753TotalAssetsBOY
Total Assets EOY12173757TotalAssetsEOY
Total Liabilities BOY3835164TotalLiabilitiesBOY
Total Liabilities EOY3724715TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8284589NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8449042NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE NATIONAL FUNERAL DIRECTORS ASSOCIATION (NFDA) IS THE WORLDWIDE RESOURCE AND ADVOCATE ACROSS ALL FACETS OF FUNERAL SERVICE DEDICATED TO HIGH ETHICAL STANDARDS AND HELPING MEMBERS PROVIDE MEANINGFUL SERVICE TO FAMILIES.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTHE 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 18,500 MEMBERS WERE SERVED DURING THE YEAR.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTHE NATIONAL FUNERAL DIRECTORS ASSOCIATION'S MUSIC LICENSE PROGRAM PROVIDES A SOURCE OF MUSIC TO MEMBERS. APPROXIMATELY 8,000 MEMBERS WERE SERVED BY THIS PROGRAM DURING THE YEAR.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionTHE NATIONAL FUNERAL DIRECTORS ASSOCIATION CONDUCTS EDUCATIONAL SEMINARS ON A CONTINUING BASIS TO KEEP MEMBERS INFORMED ON THE LATEST TECHNICAL, BUSINESS, AND REGULATORY DEVELOPMENTS. OVER 7,500 MEMBERS ATTENDED SEMINARS DURING THE YEAR.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
DescriptionTHE NATIONAL FUNERAL DIRECTORS ASSOCIATION PROVIDES VARIOUS PUBLICATIONS FOR MEMBERS, THE GENERAL PUBLIC, AND EDUCATIONAL INSTITUTIONS.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109658NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees48NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions1NonDeductibleContributions
Non Deductible Disclosure1NonDeductibleDisclosure
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTODD ETHERIDGENamePerson
Telephone Number2627891880TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113625 BISHOPS DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530056607ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
WILLIAM WAPPNER
PRESIDENT1.00XX000
PATRICK LYNCH
PRESIDENT-ELECT1.00XX000
RANDALL EARL
TREASURER1.00XX000
ROBERT ROSSON
SECRETARY1.00XX000
JOHN REED
IMMEDIATE PAST PRESIDENT1.00XX000
JZYK ENNIS
DIRECTOR1.00X000
J MICHAEL KRILL
DIRECTOR1.00X000
ROBBY BATES
DIRECTOR1.00X000
MARK MORTIMORE
DIRECTOR1.00X000
CHRISTINE PEPPER
CHIEF EXECUTIVE OFFICER40.00X217300049823
JOHN FITCH
SENIOR VICE PRESIDENT OF ADVOCACY40.00120675016252X
CONNIE SMITH
SENIOR VICE PRESIDENT OF PROFESSIONAL DEVELOPMENT40.00102084025809X
MIKE WATKINS
SENIOR VICE PRESIDENT OF OPERATIONS40.0010201607843X
FieldValueIRS element (for citing)
Total Reportable Comp From Org542075TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation99727TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
GILLIGAN LAW OFFICES
3734 EASTERN AVECINCINNATIOH452262103LEGAL SERVICES203043
GARY MUSICK PRODUCTIONS
885 ELM HILL PIKENASHVILLETN372102852ENTERTAINMENT SERVICES181520
ACCENT ON ARRANGEMENTS
615 BARONNE ST STE 303NEW ORLEANSLA701131054EVENT PLANNING168025
GLOBAL EXPERIENCE SPECIALISTS INC
5730 POWELL ST STE BNEW ORLEANSLA701232226EXHIBIT SERVICES154412
ARAMARK SPORTS AND ENTERTAINMENT
1101 MARKET STREETPHILADELPHIAPA191072934CONVENTION SERVICES106373
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
All Other Contributions209075AllOtherContributions
Noncash Contributions35000NoncashContributions
Total Contributions209075TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES90009928545462854546
CONVENTIONS AND EDUCAT56192025487922548792
MUSIC LICENSE FEES512230248450248450
OTHER PROGRAM SERVICES9000996015860158
FieldValueIRS element (for citing)
Total Program Service Revenue5711946TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column162533TotalRevenueColumn
Exclusion$162,533ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column5078TotalRevenueColumn
Exclusion$5,078ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real38021Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real68400Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-30379Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-30379TotalRevenueColumn
Exclusion-$30,379ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities50000Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities67136Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-17136Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-17136TotalRevenueColumn
Exclusion-$17,136ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory187638GrossSalesOfInventory
Cost Of Goods Sold76644CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column110994TotalRevenueColumn
Related Or Exempt Function Income110994RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6152111TotalRevenueColumn
Related Or Exempt Function Income5822940RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$120,096ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total35417Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total267123Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1786963Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total64983Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total328433Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total186882Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total142504Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total356631Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total16713Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total192827Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total24981Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total170976Total

Advertising Advertising

FieldValueIRS element (for citing)
Total21824Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total721551Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total221212Total

Travel Travel

FieldValueIRS element (for citing)
Total280251Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1120578Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total272698Total

Insurance Insurance

FieldValueIRS element (for citing)
Total69257Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotal
DUES AND SUBSCRIPTIONS49005
MISCELLANEOUS EXPENSES980

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6331789Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1645140BOY
EOY1405310EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY689445BOY
EOY500EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY240766BOY
EOY219380EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY55258BOY
EOY90078EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY286640BOY
EOY270834EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8352749LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4510173LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4034923BOY
EOY3842576EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY4573693BOY
EOY5751191EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY593888BOY
EOY593888EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY12119753BOY
EOY12173757EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1305266BOY
EOY872674EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1550453BOY
EOY2012520EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY979445BOY
EOY839521EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3835164BOY
EOY3724715EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8259350BOY
EOY8416687EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY25239BOY
EOY32355EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8284589BOY
EOY8449042EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY12119753BOY
EOY12173757EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-179678ReconcilationRevenueExpenses
Reconcilation Other Changes344131ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year1AgreeToCarryoverPriorYear
Dues Assessments2854546DuesAssessments
Non Ded Lobby Political Current192827NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Total192827NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices214091AggrAmtReportedInDuesNotices
Taxable-$21,264TaxableAmount

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis583204OtherCostOrOtherBasis
Book Value583204BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4850536OtherCostOrOtherBasis
Depreciation2032156Depreciation
Book Value2818380BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2892404OtherCostOrOtherBasis
Depreciation2455029Depreciation
Book Value437375BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis26605OtherCostOrOtherBasis
Depreciation22988Depreciation
Book Value3617BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3842576TotalOfBookValueLandBuildings

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegion
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConducted
Specific Services ProvidedINTERNATIONAL EXPOSITION FOR FUNERAL SERVICE SUPPLIERSSpecificServicesProvided
Total Expenditures30896TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent30896SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent30896TotalAmountSpent
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierMETHOD USED TO ACCCOUNT FOR EXPENDITURES:Identifier
ExplanationSCHEDULE F, PART I, LINE 3: THE ASSOCIATION REPORTS EXPENDITURES FOR ACTIVITIES CONDUCTED OUTSIDE THE UNITED STATES USING THE ACCRUAL METHOD OF ACCOUNTING.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN BOARD OF FUNERAL SERVICE EDUCATION INC
38 FLORIDA AVEPORTLANDME041033810362483076501(C)(3)23000SCHOLARSHIPS FOR STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS
FUNERAL SERVICE FOUNDATION INC
13625 BISHOPS DRBROOKFIELDWI530056607391831612501(C)(3)7429GENERAL SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonCHRISTINE PEPPERNamePerson
Base Compensation Filing Org217300BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org49823NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org267123TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XCOMMEMORATIVE VIDEOS15000COST/SELLING PRICE
XBAGS230000COST/SELLING PRICE
FieldValueIRS element (for citing)
Number Of8283 Received0NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTORS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationTHE ASSOCIATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B).Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE ASSOCIATION'S MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AT LEAST ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 11THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
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 12C
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 B, LINE 15A
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.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 344,131.FORM 990, PART XI, LINE 5:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1FUNERAL SERVICE FOUNDATION INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113625 BISHOPS DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530056607ZIPCode
FieldValueIRS element (for citing)
EIN391831612EIN
Primary ActivitiesGRANTMAKING TO BENEFIT THE FUNERAL SERVICE AND ALLIED PROFESSIONSPrimaryActivities
Legal Domicile StateWILegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 9PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org1ControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAType Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
NFDA SERVICES INC
13625 BISHOPS DRBROOKFIELDWI530056607391229930PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATIONWIN/AC136976517641511.00000
ASSOCIATION EXCELLENCE INCORPORATED
13625 BISHOPS DRBROOKFIELDWI530056607208374242MANAGEMENT SERVICESWIN/AC3236385411.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
NFDA SERVICES INC
M153962ACTUAL COSTS
FUNERAL SERVICE FOUNDATION INC
N63500ACTUAL COSTS
NFDA SERVICES INC
N543231ACTUAL COSTS

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