Wisconsin Funeral Directors Association Inc
Nonprofit profile at a glance
- EIN
- 390713192
- IRS 990 coverage
- 2012–2025
- Forms available
- Form 990 2025
- Location
- Milwaukee, WI, USA
- Phone
- 6082561757
- Rating
- 53
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $413,021
- Expenses
- $328,364
- Assets
- $590,664
- Liabilities
- $87,267
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- Joel Walters (President)
- Fawn Schaefer (President-Elect)
- Nick Ficken (Vice President)
- James Klemmer (Immediate Past President)
People named in this filing
- Joel Walters (President)
- Fawn Schaefer (President-Elect)
- Nick Ficken (Vice President)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Earned-program. 87% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 94
- Accountability: 82
- Sustainability: 60
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Fail
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 20.5%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 1.8; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: 0.15; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: 7% per year; rating input score 100; 58th percentile among comparable filings
- Revenue growth: 1.2% per year; rating input score 100; 26th percentile among comparable filings
- Asset growth: 7.4% per year; rating input score 100; 54th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 16 of 16 board members independent · 4 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 16 people listed
- Consistency: 12 of 13 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors and grants
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Review — Accountability: Governance controls: 2 of 6 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.