2025-07-18T11:00:02-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391831612 FUNERAL SERVICE FOUNDATION INC FUNE 8774025900 13625 BISHOPS DR BROOKFIELD WI 53005 JEDD LAPID EXECUTIVE DIRECTOR 8774025900 2025-07-15 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-07-14 2024 2025-03-06 01:10:19Z JEDD LAPID 13625 BISHOPS DR BROOKFIELD WI 53005 6011809 0 X WWW.FUNERALSERVICEFOUNDATION.ORG X 1994 WI INVESTING IN PEOPLE AND PROGRAMS TO STRENGTHEN FUNERAL SERVICE AND LIFT UP GRIEVING COMMUNITIES. 22 22 0 21 0 0 1166723 1108125 0 0 287708 1076450 -18533 585 1435898 2185160 487679 468352 0 0 0 0 0 0 94538 541324 548960 1029003 1017312 406895 1167848 11940325 13154492 445568 428731 11494757 12725761 INVESTING IN PEOPLE AND PROGRAMS TO STRENGTHEN FUNERAL SERVICE AND LIFT UP GRIEVING COMMUNITIES. 0 0 345319 273237 0 THE FUNERAL SERVICE FOUNDATION'S SCHOLARSHIP PROGRAMS PROVIDE SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS. IN 2024, THE FUNERAL SERVICE FOUNDATION AWARDED $273,237 IN SCHOLARSHIPS TO 119 INDIVIDUALS. 246586 195115 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 2024, THE FUNERAL SERVICE FOUNDATION AWARDED APPROX. $195,115 IN GRANTS TO VARIOUS ORGANIZATIONS. 591905 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 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 53005 JOHN HEALD CHAIR 1.00 X X 0 0 0 JEFF SMITH CHAIR-ELECT 1.00 X X 0 0 0 DAVID FALCONER TREASURER 1.00 X X 0 0 0 MARK KRAUSE IMMEDIATE PAST CHAIR 1.00 X 0 0 0 LISA BAUE TRUSTEE 1.00 X 0 0 0 WIL 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 DAVID HERNANDEZ TRUSTEE 1.00 X 0 0 0 R BRYANT HIGHTOWER TRUSTEE 1.00 X 0 0 0 KATHY KELLEY TRUSTEE 1.00 X 0 0 0 JIMMY ALTMEYER TRUSTEE 1.00 X 0 0 0 JIMMY LUCAS TRUSTEE 1.00 X 0 0 0 TODD LUMBARD TRUSTEE 1.00 X 0 0 0 CARMALITA MARCH-HARRIS 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 LEILI MCMURROUGH TRUSTEE 1.00 X 0 0 0 TYLER ANDERSON TRUSTEE 1.00 X 0 0 0 DAN FORD NFDA LIAISON 1.00 X 0 0 0 JEDD LAPID EXECUTIVE DIRECTOR 40.00 X 0 141929 36845 0 141929 36845 0 0 1 0 NATIONAL FUNERAL DIRECTORS ASSOCIATION O 13625 BISHOPS DR BROOKFIELD WI 53005 EMPLOYEE LEASING SERVICES 353593 1 118677 3200 986248 736 1108125 307683 307683 4546299 3777532 768767 768767 768767 49117 118677 49117 0 585 585 585 2185160 0 0 1077035 176114 176114 228238 228238 64000 64000 353593 122469 169006 62118 4000 4000 45841 45841 15574 15574 31244 12336 18908 4927 300 3459 1168 8418 8418 4362 4362 52737 52737 2886 784 1705 397 956 956 DUES AND SUBSCRIPTIONS 24422 13431 10991 1017312 591905 330869 94538 353112 351918 868688 733409 7921 7432 18294 37107 81370 72392 3311 8978 10459271 11003658 223001 998960 6727 13030 11940325 13154492 3263 0 259493 286841 182812 141890 445568 428731 X 2125307 2648495 9369450 10077266 11494757 12725761 11940325 13154492 1167848 63156 0 X 0 1 X 1 0 X 1374289 1041439 1586663 1166723 1108125 6277239 1374289 1041439 1586663 1166723 1108125 6277239 1874775 4402464 189544 170661 207014 258441 307683 1133343 7410582 279302 0.59410 0.58000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7121777 731288 367912 7485153 6592076 100000 828136 398435 7121777 8425070 -1242074 590920 6592076 7859739 2719 860338 297726 8425070 7163924 898834 203019 7859739 0.00000 0.62088 0.37912 0 0 81370 72392 8978 8978 CASH EQUIVALENTS HELD BY INVESTMENT MANAGERS 693912 F CERTIFICATE OF DEPOSIT 305048 F 998960 DUE TO NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES, INC. 141890 141890 2459374 63156 207782 -45841 225097 2234277 -49117 -49117 2185160 1228370 207782 49117 256899 971471 45841 45841 1017312 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 -45,841. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -49,117. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 49,117. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 64000 0 0 0 0 0 0 64000 0 64000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT GRANT 19000 CHECK 0 0 1 SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 14 45000 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. FSF GOLF CLASSIC 167794 118677 49117 736 35552 10978 1851 167794 118677 49117 736 35552 10978 1851 49117 0 1 NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC 13625 BISHOPS DR BROOKFIELD WI 53005 390978598 501(C)(6) 97456 0 GENERAL SUPPORT NATIONAL FUNERAL DIRECTORS AND MORTICIANS ASSOCIATION 251 WALKER ST SW ATLANTA GA 30313 521195529 501(C)(6) 12184 0 CONVENTION SCHOLARSHIP NATIONAL ALLIANCE FOR CHILDREN'S GRIEF 5109 82ND ST STE 7 1117 LUBBOCK TX 79424 202464043 501(C)(3) 14880 0 GENERAL SUPPORT AND CRISIS RESPONSE CREMATION ASSOCIATION OF NORTH AMERICA 499 NORTHGATE PKWY WHEELING IL 60090 510162903 501(C)(6) 12866 0 GENERAL PURPOSE GRANT PEDIATRIC PALLIATIVE CARE COALITION 384 FOX CHAPEL RD PITTSBURGH PA 15238 821255650 501(C)(3) 5195 0 CONVENTION SCHOLARSHIP MCKEE WALLWORK 701 SPUR ST NE STE B ALBUQUERQUE NM 87102 13533 0 RESEARCH STUDY GRANT IOWA FUNERAL DIRECTORS AND EMBALMERS ASSOCIATION INC 6909 VISTA DR WEST DES MOINES IA 50266 420725636 501(C)(6) 20000 0 FLOOD RELIEF 2 5 SCHOLARSHIPS TO MORTUARY SCIENCE SCHOOL STUDENTS AND FUNERAL SERVICE PROFESSIONALS 105 228238 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. X X X X 0 0 0 0 0 0 0 0 0 JEDD LAPID EXECUTIVE DIRECTOR 0 135929 0 6000 0 0 0 5437 0 31408 0 178774 0 0 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 $141,929 IN REPORTABLE COMPENSATION AND $36,845 IN NONTAXABLE BENEFITS IN 2024 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. 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 O 322390 ACTUAL COST NATIONAL FUNERAL DIRECTORS ASSOCIATION OF THE UNITED STATES INC B 119956 ACTUAL COST