Wisconsin Funeral Directors Association Inc

EIN: 390713192

Milwaukee, WI

Total Revenue
$413,021
Total Expenses
$328,364
Total Assets
$590,664
Net Assets
$503,397
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1943
Legal Domicile
WI
Principal Officer
Joel Walters
Phone
6082561757
Tax Period
2025-01-01 to 2025-12-31

Wisconsin Funeral Directors Association Inc, founded in 1943, is a small nonprofit that reported $413K in total revenue in fiscal year 2025. The organization ran a surplus of $85K, a strong 20% operating margin.

Mission

The Wisconsin Funeral Directors Association represents and supports funeral service professionals licensed in Wisconsin through continuing education, networking, advocacy, and promoting the high professional standards of its members in providing meaningful funeral services to families they serve.

Program Service Accomplishments

Program 1

To further our mission the organization hosts an Annual State Convention open to the entire industry that features seminars, business meetings, & trade exhibits. The organization also provides...

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To further our mission the organization hosts an Annual State Convention open to the entire industry that features seminars, business meetings, & trade exhibits. The organization also provides continuous seminars & continuing education opportunities throughout the year to its members in order for them to maintain state certification. The organization also retains the services of a registered lobbyist & an attorney in support of our membership.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $29,633
Program Service Revenue $359,321
Investment Income $24,067
Other Revenue $0
TOTAL REVENUE $413,021

Expense Breakdown

Grants Paid $24,200
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $304,164
TOTAL EXPENSES $328,364

Year-over-Year Comparison

2025 2024 Change
Revenue $413,021 $386,047 +0.1%
Expenses $328,364 $369,424 -0.1%
Net Income $84,657 $16,623 +4.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Joel Walters President 5.00
Officer Director
$0 $0 $0
Fawn Schaefer President-Elect 5.00
Officer Director
$0 $0 $0
Nick Ficken Vice President 5.00
Officer Director
$0 $0 $0
Tiffany Bielenberg Kramer Secretary/Treasurer 5.00
Officer Director
$0 $0 $0
James Klemmer Immediate Past President 5.00
Officer Director
$0 $0 $0
Mandy Ertz Director 1.00
Director
$0 $0 $0
Michael E Horan Director 1.00
Director
$0 $0 $0
Robert Karrmann Director 1.00
Director
$0 $0 $0
Matthew Myrhum Director 1.00
Director
$0 $0 $0
Jessica Schalk Director 1.00
Director
$0 $0 $0
Nick Miller Director 1.00
Director
$0 $0 $0
Jeff Thielen Director 1.00
Director
$0 $0 $0
Justin Erickson Director 1.00
Director
$0 $0 $0
Eric Daniels Director 1.00
Director
$0 $0 $0
Colton Freiberg Director 1.00
Director
$0 $0 $0
Jeff Schamhofer Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $413,021 $328,364 $590,664 $84,657
2024 $386,047 $369,424 $520,474 $16,623
2023 $402,162 $398,734 $503,761 $3,428
2022 $314,208 $313,095 $481,461 $1,113
2021 $143,681 $163,954 $449,210 $-20,273
2021 $306,490 $232,000 $517,474 $74,490
2020 $265,270 $230,497 $451,216 $34,773
2019 $306,602 $262,815 $424,802 $43,787
2018 $311,516 $252,093 $409,762 $59,423
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