2026-09-16T13:34:07-05:00 2025-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 537133074 990 2025-01-01 390978598 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC NATI 2627891880 13625 BISHOPS DR BROOKFIELD WI 53005 CHRISTINE PEPPER CHIEF EXECUTIVE OFFICER 2627891880 2026-09-16 1 JENNY TARKOWSKI CPA P00634290 6082744020 2026-09-16 2025 CHRISTINE PEPPER 13625 BISHOPS DR BROOKFIELD WI 53005 11004909 0 X WWW.NFDA.ORG X 1882 WI 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. 10 3 51 128 0 0 952843 998727 8232071 8604949 970937 1239380 124058 82572 10279909 10925628 94473 90625 0 0 4263339 4374626 0 0 0 5673848 5842354 10031660 10307605 248249 618023 21193906 22999589 5043884 4941539 16150022 18058050 X 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. 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 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. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 42 0 51 1 0 0 0 0 1 1 0 0 0 X 10 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X TODD ETHERIDGE 2628141523 13625 BISHOPS DR BROOKFIELD WI 53005 CHRISTOPHER ROBINSON PRESIDENT 1.00 X X 2153 0 0 DAN FORD PRESIDENT-ELECT 1.00 X X 3234 0 0 CHRIS CHRISTIAN TREASURER 1.00 X X 3348 0 0 STEVE SPANN SECRETARY 1.00 X X 3096 0 0 DOUGLAS NIE IMMEDIATE PAST PRESIDENT 1.00 X X 21841 0 0 CARLTON MAYE DIRECTOR 1.00 X 177 0 0 ELLEN MCBRAYER DIRECTOR 1.00 1.00 X 1885 0 0 HOMER ELWOOD DIRECTOR (THRU OCTOBER) 1.00 X 4679 0 0 LADD PULLIAM DIRECTOR 1.00 X 0 0 0 CARLOS BLACK DIRECTOR (FROM OCTOBER) 1.00 X 0 0 0 CHRISTOPHER COSTELLO DIRECTOR (FROM OCTOBER) 1.00 X 0 0 0 CHRISTINE REICHELT-PEPPER CHIEF EXECUTIVE OFFICER 40.00 X 436865 0 71878 TODD ETHERIDGE CONTROLLER 40.00 X 151765 0 20508 CHRISTOPHER FARMER GENERAL COUNSEL 40.00 X 282000 0 53140 LESLEY WITTER SR VP, ADVOCACY 40.00 X 234327 0 36064 STEPHANIE WAGNER CHIEF MARKETING OFFICER 40.00 X 166200 0 22017 ANNA BERNFELD SR VP, MEMBER RELATIONS 40.00 X 149670 0 43676 ANTHONY KANIUK DIRECTOR, INDUSTRY RELATIONS 40.00 X 151502 0 27136 GAIL MARQUARDT VP, CONSUMER ENGAGEMENT 40.00 X 130576 0 42510 LORRI WAGNER DIRECTOR, BUSINESS DEVELOPMENT 40.00 X 141698 0 15893 JEDD LAPID EXECUTIVE DIRECTOR, FUNERAL SERVICES FOUNDATION 40.00 X 157669 0 42085 2042685 0 374907 13 0 1 0 BERGHAMMER CONSTRUCTION CORPORATION 4750 N 132ND ST BUTLER WI 53007 BUILDING REMODEL CONTRACTOR 1407972 AV MATTERS 7701 SOUTHLAND BLVD SUITE 303 ORLANDO FL 32809 EVENT AUDIO/VISUAL 221205 AGENCY H5 205 W WACKER DR STE 1100 CHICAGO IL 60606 PUBLIC RELATIONS CONSULTANTS 203969 GLOBAL EXPERIENCE SPECIALISTS PO BOX 96174 CHICAGO IL 60693 EXHIBITION/TRADE SHOW SPECIALISTS 161685 CI DESIGN 306 N MILWAUKEE ST STE 200 MILWAUKEE WI 53202 WEB DESIGN 138520 7 118034 880693 998727 CONVENTIONS AND EDUCATIONAL PROGR 561920 4237425 4237425 MEMBERSHIP DUES 900099 3968139 3968139 MUSIC LICENSE FEES 512230 286959 286959 OTHER PROGRAM SERVICES 900099 112426 112426 8604949 1239380 1239380 41883 0 41883 41883 41883 119970 79281 40689 40689 10925628 8645638 0 1281263 X 90625 1474764 1748192 34407 782088 335175 37718 35425 302793 1782104 72682 893146 61103 183870 282685 376194 4092 441244 125757 MEALS 705370 DUES AND SUBSCRIPTIONS 306270 LODGING 229620 2281 10307605 474157 473619 287889 181640 284462 234906 139506 156738 397466 454693 15138600 10845406 3021053 4293194 14246844 15989570 1807460 708460 535069 506769 21193906 22999589 1971667 1691312 2446345 2527246 625872 722981 5043884 4941539 X 16076193 17984221 73829 73829 16150022 18058050 21193906 22999589 X 618023 1308504 -18499 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3968139 302793 302793 359417 -56624 583204 583204 7479998 4993787 2486211 6076556 5541093 535463 998842 310526 688316 4293194 FINANCE LEASE LIABILITIES 99084 DUE TO RELATED ENTITIES 101570 PROVISION FOR REPAYMENT OF EMPLOYEE RETENTION CREDIT 522327 722981 1 AMERICAN BOARD OF FUNERAL SERVICE EDUCATION INC 3414 ASHLAND AVENUE STE G ST JOSEPH MO 64506 362483076 501(C)(3) 23000 0 SCHOLARSHIPS FOR STUDENTS ENROLLED IN FUNERAL SERVICE OR MORTUARY SCIENCE PROGRAMS AND GENERAL SUPPORT CHICAGO CARES INC 1200 W 35TH ST UNIT 302C CHICAGO IL 60609 363777709 501(C)(3) 9000 0 CONVENTION COMMUNITY PROJECT 2 0 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 1 0 CHRISTINE REICHELT-PEPPER CHIEF EXECUTIVE OFFICER 386865 0 50000 0 0 0 52218 0 19660 0 508743 0 0 0 CHRISTOPHER FARMER GENERAL COUNSEL 273000 0 9000 0 0 0 33480 0 19660 0 335140 0 0 0 LESLEY WITTER SR VP, ADVOCACY 224327 0 10000 0 0 0 24950 0 11114 0 270391 0 0 0 JEDD LAPID EXECUTIVE DIRECTOR, FUNERAL SERVICES 148669 0 9000 0 0 0 10677 0 31408 0 199754 0 0 0 ANNA BERNFELD SR VP, MEMBER RELATIONS 136670 0 13000 0 0 0 9957 0 33719 0 193346 0 0 0 STEPHANIE WAGNER CHIEF MARKETING OFFICER 161200 0 5000 0 0 0 11186 0 10831 0 188217 0 0 0 ANTHONY KANIUK DIRECTOR, INDUSTRY RELATIONS 94648 0 8500 0 48354 0 8287 0 18849 0 178638 0 0 0 GAIL MARQUARDT VP, CONSUMER ENGAGEMENT 123576 0 7000 0 0 0 8860 0 33650 0 173086 0 0 0 TODD ETHERIDGE CONTROLLER 133765 0 18000 0 0 0 10024 0 10484 0 172273 0 0 0 LORRI WAGNER DIRECTOR, BUSINESS DEVELOPMENT 93212 0 10500 0 37986 0 5728 0 10165 0 157591 0 0 0 PART I, LINE 4B CHRISTINE PEPPER PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. $10,000 WAS CONTRIBUTED IN 2025 ON HER BEHALF. 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 MEMBERSHIP ELECTS THE MEMBERS OF THE GOVERNING BODY AT LEAST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 1,782,104. FORM 990, PART XI, LINE 9: LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -18,499. FUNERAL SERVICE FOUNDATION INC 13625 BISHOPS DR BROOKFIELD WI 53005 391831612 GRANTMAKING TO BENEFIT THE FUNERAL SERVICE AND ALLIED PROFESSIONS WI 501(C)(3) LINE 10 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC 1 NFDA SERVICES INC 13625 BISHOPS DR BROOKFIELD WI 53005 391229930 PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATION WI NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC C 1335780 1642087 1.00000 1 ASSOCIATION EXCELLENCE INCORPORATED 13625 BISHOPS DR BROOKFIELD WI 53005 208374242 MANAGEMENT SERVICES WI NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC C 8076 79282 1.00000 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 FUNERAL SERVICE FOUNDATION INC C 118034 ACTUAL COST FUNERAL SERVICE FOUNDATION INC O 354793 ACTUAL COST NFDA SERVICES INC N 215788 ACTUAL COST NFDA SERVICES INC O 1026427 ACTUAL COST