2023-05-05T15:11:47-05:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 391831612 FUNERAL SERVICE FOUNDATION INC FUNE 8774025900 13625 BISHOPS DR BROOKFIELD WI 530056607 CHRISTINE PEPPER CEO 8774025900 2023-05-03 1 CHRISTINE PEPPER 999009999 0 JENNY TARKOWSKI CPA P00634290 6082744020 2023-04-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE PEPPER 13625 BISHOPS DR BROOKFIELD WI 530056607 9455175 0 X WWW.FUNERALSERVICEFOUNDATION.ORG X 1994 WI INVESTING IN PEOPLE AND PROGRAMS TO STRENGTHEN FUNERAL SERVICE AND LIFT UP GRIEVING COMMUNITIES. 18 18 0 19 0 0 1041439 1586663 0 0 1079339 241143 29999 -28114 2150777 1799692 577234 691287 0 0 0 0 0 0 251290 753139 841131 1330373 1532418 820404 267274 12194327 10479280 472719 345605 11721608 10133675 INVESTING IN PEOPLE AND PROGRAMS TO STRENGTHEN FUNERAL SERVICE AND LIFT UP GRIEVING COMMUNITIES. 0 0 490145 367117 0 THE FUNERAL SERVICE FOUNDATION ACCEPTS GRANT PROPOSALS FOR PROGRAMS AND PROJECTS THAT FALL WITHIN ITS FUNDING AREAS OF CAREER AND PROFESSIONAL DEVELOPMENT, SUPPORT OF FUNERAL SERVICE AND ALLIED PROFESSIONS, PUBLIC AWARENESS AND EDUCATION OF FUNERAL SERVICE AND END OF LIFE ISSUES, SUPPORT OF GRIEVING CHILDREN AND THEIR FAMILIES, AND CRISIS RESPONSE. DURING 2022, THE FUNERAL SERVICE FOUNDATION AWARDED APPROX. $367,117 IN GRANTS TO VARIOUS ORGANIZATIONS. 432806 324170 0 THE FUNERAL SERVICE FOUNDATION'S SCHOLARSHIP PROGRAMS PROVIDE SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS. IN 2022, THE FUNERAL SERVICE FOUNDATION AWARDED $324,170 IN SCHOLARSHIPS TO 431 INDIVIDUALS. 922951 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X TODD ETHERIDGE 2628141523 13625 BISHOPS DR BROOKFIELD WI 530056607 LISA BAUE CHAIR 1.00 X X 0 0 0 MARK KRAUSE CHAIR-ELECT 1.00 X X 0 0 0 DAVID FALCONER TREASURER 1.00 X X 0 0 0 ALLAN COLE IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BOB ARRINGTON TRUSTEE 1.00 X 0 0 0 WILL BISCHOFF TRUSTEE 1.00 X 0 0 0 W ASHLEY COZINE TRUSTEE 1.00 X 0 0 0 JOHN FAULK TRUSTEE 1.00 X 0 0 0 JOHN HEALD TRUSTEE 1.00 X 0 0 0 DAVID HERNANDEZ TRUSTEE 1.00 X 0 0 0 BETH KMIEC TRUSTEE 1.00 X 0 0 0 TODD LUMBARD TRUSTEE 1.00 X 0 0 0 MATT OUTCALT TRUSTEE 1.00 X 0 0 0 JENN PARVIN TRUSTEE 1.00 X 0 0 0 THOMAS PONTONE TRUSTEE 1.00 X 0 0 0 TIM SCHRAMM TRUSTEE 1.00 X 0 0 0 JEFF SMITH TRUSTEE 1.00 X 0 0 0 TODD VAN BECK TRUSTEE 1.00 X 0 0 0 LEE WIENSCH EXECUTIVE DIRECTOR (THRU 10/22) 40.00 X 0 120041 26018 0 120041 26018 0 0 0 0 NATIONAL FUNERAL DIRECTORS ASSOCIATION O 13625 BISHOPS DR BROOKFIELD WI 53005 EMPLOYEE LEASING SERVICES 415816 1 151850 2075 1432738 795 1586663 207014 207014 7579490 7545361 34129 34129 34129 82008 151850 110122 -28114 -28114 1799692 0 0 213029 338117 338117 241670 241670 111500 111500 415816 216516 63029 136271 4000 4000 57857 57857 128866 90282 38584 65136 18736 46400 40603 1378 30226 8999 29978 8723 15587 5668 5171 5171 53224 53224 2001 755 755 491 12617 4292 4289 4036 DUES AND SUBSCRIPTIONS 25862 15021 10841 1532418 922951 358177 251290 66626 277079 529114 796190 3750 13874 18050 17522 72817 67001 3202 5816 11185665 9152134 387920 216665 12194327 10479280 202634 115869 270085 229736 472719 345605 X 1620804 1760904 10100804 8372771 11721608 10133675 12194327 10479280 X 267274 -1846707 -8500 X 0 1 X 1 0 X 602165 1218482 1374289 1041439 1586663 5823038 3473 59495 82008 144976 602165 1221955 1374289 1100934 1668671 5968014 0 0 0 5968014 259805 193426 189544 170661 207014 1020450 259805 193426 189544 170661 207014 1020450 861970 1415381 1563833 1271595 1875685 6988464 0.85400 0.82580 0.14600 0.17420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8425070 -1242074 590920 6592076 7859739 2719 860338 297726 8425070 7163924 898834 203019 7859739 6300761 983783 120620 7163924 6483231 -144643 37827 6300761 0.00000 0.68982 0.31018 0 0 72817 67001 5816 5816 311083 -1846707 305833 -57857 -1598731 1909814 -110122 -110122 1799692 1890516 305833 110122 415955 1474561 57857 57857 1532418 PART IV, LINE 2B: FUNERAL SERVICES FOUNDATION, INC. HOLDS AND MANAGES FUNDS IN THEIR INVESTMENT PORTFOLIO FOR THE HERITAGE CLUB. PART V, LINE 4: THE ENDOWMENT IS FOR PERMANENT FUNDING FOR THE FUNERAL SERVICE FOUNDATION'S PROGRAMS, SERVICES, AND GRANTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -57,857. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -110,122. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 110,122. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 111500 0 0 0 0 0 0 111500 0 111500 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT GRANT 19000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT GRANT 10000 CHECK 0 1 1 SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS NORTH AMERICA 22 82500 CHECK 0 0 0 0 0 0 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS IS THE RESPONSIBILITY OF THE TRUSTEES AND MANAGEMENT AND MONITORING PROCEDURES VARY DEPENDING ON THE TYPE OF GRANT. PART III ACCOUNTING METHOD: FSF GOLF CLASSIC 167860 115852 52008 6875 26310 9753 9070 DONOR RECEPTION 65998 35998 30000 41528 2467 14119 233858 151850 82008 6875 26310 51281 2467 23189 110122 -28114 1 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC 13625 BISHOPS DR BROOKFIELD WI 530056607 390978598 501(C)(6) 94628 0 GENERAL SUPPORT INTERNATIONAL CONFERENCE OF FUNERAL SERVICE EXAMINING BD 1885 SHELBY LANE FAYETTEVILLE AR 72704 361099040 501(C)(3) 21090 0 GRANTS FOR EXAM BOARD THE COMPASSIONATE FRIENDS PO BOX 700 JENSEN BEACH FL 34957 364373348 501(C)(3) 37500 0 GENERAL PURPOSE GRANT GREATER ILLINOIS PEDIATRIC PALLIATIVE CARE COALITION 848 DODGE AVE STE 231 EVANSTON IL 60202 320332858 501(C)(3) 12591 0 CONFERENCE GRANTS/GRANT RELATED EXPENSES NATIONAL FUNERAL DIRECTORS AND MORTICIANS ASSOCIATION 6290 SHANNON PARKWAY UNION CITY GA 30291 521195529 501(C)(6) 22000 0 CONVENTION SCHOLARSHIP CHILDRENS BEREAVEMENT CENTER 205 W OLMOS DR SAN ANTONIO TX 78212 742828178 501(C)(3) 50000 0 GENERAL SUPPORT AND CRISIS RESPONSE GRAPHICOLOR 5665 S WESTRIDGE DR STE 400 NEW BERLIN WI 53151 391997947 42109 0 PROJECT/GRANT RELATED EXPENSES O CREATIVE 301 PAWLING AVE HARTLAND WI 53029 200290793 41220 0 PROJECT/GRANT RELATED EXPENSES 4 4 SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS 409 241670 PART I, LINE 2: MONITORING THE USE OF GRANT FUNDS IS THE RESPONSIBILITY OF THE TRUSTEES AND MANAGEMENT AND MONITORING PROCEDURES VARY DEPENDING ON THE TYPE OF GRANT. FOR MOST GRANTS, SUCH AS GRANTS FROM THE CHILDREN'S FUND, THE FOUNDATION CONDUCTS AS MUCH UP FRONT DUE DILIGENCE AS CONSIDERED NECESSARY BEFORE AWARDING THE GRANT. SOME GRANTS MAY ALSO REQUIRE CERTAIN MILESTONES TO BE REACHED BEFORE ADDITIONAL FUNDS ARE RELEASED. FOR RESEARCH GRANTS, THE FOUNDATION ONLY RELEASES FUNDS AFTER CERTAIN DELIVERABLES ARE PROVIDED AND THOSE DELIVERABLES MEET THE SPECIFICATIONS OF THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION LEASES EMPLOYEES FROM NATIONAL FUNERAL DIRECTOR ASSOCIATION OF THE UNITED STATES, INC. (NFDA). THE FOUNDATION'S EXECUTIVE DIRECTOR IS AN EMPLOYEE OF NFDA AND RECEIVED $120,041 IN REPORTABLE COMPENSATION AND $26,018 IN NONTAXABLE BENEFITS IN 2022 FOR PROVIDING MANAGEMENT SERVICES TO THE FOUNDATION. 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 FOUNDATION'S CONFLICT OF INTEREST STATEMENT COVERS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY TRUSTEE, OFFICER, ADMINISTRATIVE STAFF MEMBER, VOLUNTEER, OR ANY EMPLOYEE ASSOCIATED WITH THE FOUNDATION. ANY INDIVIDUAL HAVING A DUALITY OF INTEREST OR A POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER AND HE/SHE SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR VOTING ON ANY SUCH TRANSACTIONS. OTHER PROCEDURES DESIGNED TO ENSURE DISCLOSURE MAY BE DEVELOPED BY THE TRUSTEES FROM TIME TO TIME AND CARRIED OUT. 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 TRUSTEES AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. THE GOVERNING BODY OR A DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THE FOUNDATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION B, LINE 15A THE NATIONAL FUNERAL DIRECTOR ASSOCIATION'S CHIEF EXECUTIVE OFFICER ANNUALLY DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. COMPARABILITY DATA INCLUDING ASSOCIATION SALARY GUIDES AND THE EXAMINATION OF COMPENSATION PAID TO OTHER EXECUTIVE DIRECTORS BY SIMILAR-SIZED FOUNDATIONS IS USED IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THESE DOCUMENTS CAN BE INSPECTED AT THE FOUNDATION'S OFFICE DURING NORMAL BUSINESS HOURS AT NO COST. COPIES OF THESE DOCUMENTS CAN ALSO BE OBTAINED FOR A NOMINAL FEE. FORM 990, PART XI, LINE 9: WRITE OFF OF PROMISES TO GIVE -8,500. NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC 13625 BISHOPS DR BROOKFIELD WI 530056607 390978598 ASSOCIATION OF FUNERAL SERVICE PROFESSIONALS WI 501(C)(6) N/A 0 NFDA SERVICES INC 13625 BISHOPS DR BROOKFIELD WI 530056607 391229930 PRODUCE PUBLICATIONS FOR THE NATIONAL ASSOCIATION WI N/A C 0 ASSOCIATION EXCELLENCE INCORPORATED 13625 BISHOPS DR BROOKFIELD WI 530056607 208374242 MANAGEMENT SERVICES WI N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC C 94628 ACTUAL COST NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC O 415816 ACTUAL COST