2011-06-27T16:05:41-05:00 2010-12-31 WEGNER LLP 2110 LUANN LN MADISON WI 537133098 990 2010-01-01 390978598 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC NATI 2627891880 13625 BISHOPS DR BROOKFIELD WI 530056607 CHRISTINE PEPPER 2627891880 2011-06-22 1 JENNY TARKOWSKI CPA 6082744020 2010 2016-02-24 21:20:13Z CHRISTINE PEPPER 13625 BISHOPS DR BROOKFIELD WI 530056607 6364291 0 X WWW.NFDA.ORG X 1882 WI THE 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. 9 9 48 234 0 0 151606 209075 5520297 5711946 148888 145397 91974 85693 5912765 6152111 30052 35417 0 0 2650122 2634384 0 0 0 3527633 3661988 6207807 6331789 -295042 -179678 12119753 12173757 3835164 3724715 8284589 8449042 X THE 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. 0 0 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 18,500 MEMBERS WERE SERVED DURING THE YEAR. THE 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. 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 7,500 MEMBERS ATTENDED SEMINARS DURING THE YEAR. THE NATIONAL FUNERAL DIRECTORS ASSOCIATION PROVIDES VARIOUS PUBLICATIONS FOR MEMBERS, THE GENERAL PUBLIC, AND EDUCATIONAL INSTITUTIONS. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 58 0 48 1 0 0 0 0 1 1 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 X TODD ETHERIDGE 2627891880 13625 BISHOPS DR BROOKFIELD WI 530056607 WILLIAM WAPPNER 1.00 X X 0 0 0 PATRICK LYNCH 1.00 X X 0 0 0 RANDALL EARL 1.00 X X 0 0 0 ROBERT ROSSON 1.00 X X 0 0 0 JOHN REED 1.00 X X 0 0 0 JZYK ENNIS 1.00 X 0 0 0 J MICHAEL KRILL 1.00 X 0 0 0 ROBBY BATES 1.00 X 0 0 0 MARK MORTIMORE 1.00 X 0 0 0 CHRISTINE PEPPER 40.00 X 217300 0 49823 JOHN FITCH 40.00 X 120675 0 16252 CONNIE SMITH 40.00 X 102084 0 25809 MIKE WATKINS 40.00 X 102016 0 7843 542075 0 99727 4 0 1 0 GILLIGAN LAW OFFICES 3734 EASTERN AVE CINCINNATI OH 452262103 LEGAL SERVICES 203043 GARY MUSICK PRODUCTIONS 885 ELM HILL PIKE NASHVILLE TN 372102852 ENTERTAINMENT SERVICES 181520 ACCENT ON ARRANGEMENTS 615 BARONNE ST STE 303 NEW ORLEANS LA 701131054 EVENT PLANNING 168025 GLOBAL EXPERIENCE SPECIALISTS INC 5730 POWELL ST STE B NEW ORLEANS LA 701232226 EXHIBIT SERVICES 154412 ARAMARK SPORTS AND ENTERTAINMENT 1101 MARKET STREET PHILADELPHIA PA 191072934 CONVENTION SERVICES 106373 5 209075 35000 209075 MEMBERSHIP DUES 900099 2854546 2854546 CONVENTIONS AND EDUCAT 561920 2548792 2548792 MUSIC LICENSE FEES 512230 248450 248450 OTHER PROGRAM SERVICES 900099 60158 60158 5711946 162533 162533 5078 5078 38021 68400 -30379 -30379 -30379 50000 67136 -17136 -17136 -17136 187638 76644 110994 110994 6152111 5822940 0 120096 35417 267123 1786963 64983 328433 186882 142504 356631 16713 192827 24981 170976 21824 721551 221212 280251 1120578 272698 69257 DUES AND SUBSCRIPTIONS 49005 MISCELLANEOUS EXPENSES 980 6331789 1645140 1405310 689445 500 240766 219380 55258 90078 286640 270834 8352749 4510173 4034923 3842576 4573693 5751191 593888 593888 12119753 12173757 1305266 872674 1550453 2012520 979445 839521 3835164 3724715 X 8259350 8416687 25239 32355 8284589 8449042 12119753 12173757 X -179678 344131 X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2854546 192827 192827 214091 -21264 583204 583204 4850536 2032156 2818380 2892404 2455029 437375 26605 22988 3617 3842576 EAST ASIA AND THE PACIFIC PROGRAM SERVICES INTERNATIONAL EXPOSITION FOR FUNERAL SERVICE SUPPLIERS 30896 0 0 0 30896 0 30896 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: THE ASSOCIATION REPORTS EXPENDITURES FOR ACTIVITIES CONDUCTED OUTSIDE THE UNITED STATES USING THE ACCRUAL METHOD OF ACCOUNTING. 1 AMERICAN BOARD OF FUNERAL SERVICE EDUCATION INC 38 FLORIDA AVE PORTLAND ME 041033810 362483076 501(C)(3) 23000 SCHOLARSHIPS FOR STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS FUNERAL SERVICE FOUNDATION INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391831612 501(C)(3) 7429 GENERAL SUPPORT 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 1 1 X X X X X 0 0 0 CHRISTINE PEPPER 217300 0 0 0 0 0 0 0 49823 0 267123 0 0 0 X COMMEMORATIVE VIDEOS 1 5000 COST/SELLING PRICE X BAGS 2 30000 COST/SELLING PRICE 0 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ASSOCIATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATION'S MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY AT LEAST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11 THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C 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 15A 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 C, LINE 19 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 344,131. FUNERAL SERVICE FOUNDATION INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391831612 GRANTMAKING TO BENEFIT THE FUNERAL SERVICE AND ALLIED PROFESSIONS WI 501(C)(3) LINE 9 N/A 1 NFDA SERVICES INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391229930 PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATION WI N/A C 1369765 1764151 1.00000 ASSOCIATION EXCELLENCE INCORPORATED 13625 BISHOPS DR BROOKFIELD WI 530056607 208374242 MANAGEMENT SERVICES WI N/A C 3236 38541 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NFDA SERVICES INC M 153962 ACTUAL COSTS FUNERAL SERVICE FOUNDATION INC N 63500 ACTUAL COSTS NFDA SERVICES INC N 543231 ACTUAL COSTS