Civic Intelligence

Selected Independent Funeral Homes Educational Trust

990 • Fiscal year 2012 • EIN 36-3208756

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 22, 2013

Organization ProfileWWW.SELECTEDFUNERALHOMES.ORG
500 Lake Cook Road No 20560015
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.14x

Higher debt load relative to assets than 62% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

61st percentile

5.2%

Faster asset growth than 61% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$510,444

Up $25,112 (+5.2%) from 2011

Net Assets

Up

$437,693

Up $38,502 (+9.6%) from 2011

Liabilities

Down

$72,751

Down $13,390 (-16%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$84,637

Down $9,739 (-10%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $514,141Liabilities 2010: $58,252Net Assets 2010: $455,8892010Assets 2011: $485,332Liabilities 2011: $86,141Net Assets 2011: $399,1912011Assets 2012: $510,444Liabilities 2012: $72,751Net Assets 2012: $437,6932012Assets 2013: $618,676Liabilities 2013: $132,250Net Assets 2013: $486,4262013Assets 2014: $504,417Liabilities 2014: $59,181Net Assets 2014: $445,2362014Assets 2015: $459,666Liabilities 2015: $67,502Net Assets 2015: $392,1642015Assets 2016: $463,105Liabilities 2016: $53,539Net Assets 2016: $409,5662016Assets 2017: $458,780Liabilities 2017: $90,768Net Assets 2017: $368,0122017Assets 2018: $505,436Liabilities 2018: $105,249Net Assets 2018: $400,1872018Assets 2020: $731,850Liabilities 2020: $130,741Net Assets 2020: $601,1092020Assets 2021: $730,370Liabilities 2021: $167,513Net Assets 2021: $562,8572021Assets 2022: $676,742Liabilities 2022: $315,844Net Assets 2022: $360,8982022Assets 2024: $673,845Liabilities 2024: $297,146Net Assets 2024: $376,6992024

Highlighted filing

2012

Assets$510,444
Liabilities$72,751
Net Assets$437,693
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $81,5642010Expenses 2011: $94,3762011Expenses 2012: $84,6372012Revenue 2013: $117,560Expenses 2013: $93,923Net Income 2013: $23,6372013Revenue 2014: $95,444Expenses 2014: $109,912Net Income 2014: -$14,4682014Revenue 2015: $96,603Expenses 2015: $114,508Net Income 2015: -$17,9052015Revenue 2016: $119,612Expenses 2016: $109,532Net Income 2016: $10,0802016Revenue 2017: $39,587Expenses 2017: $116,448Net Income 2017: -$76,8612017Revenue 2018: $272,290Expenses 2018: $210,466Net Income 2018: $61,8242018Revenue 2020: $528,222Expenses 2020: $343,872Net Income 2020: $184,3502020Revenue 2021: $309,920Expenses 2021: $364,293Net Income 2021: -$54,3732021Revenue 2022: $221,104Expenses 2022: $367,069Net Income 2022: -$145,9652022Revenue 2024: $257,682Expenses 2024: $292,220Net Income 2024: -$34,5382024

Highlighted filing

2012

Revenue-
Expenses$84,637
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 22, 2013
Return Version
2012v2.1
Gross Receipts
$119,283
Mission and Program Overview

Mission

The educational trust funds the development and administration of research initiatives, assistance grants, award programs and the presentation of educational programs dealing with business management, counseling, personnel management and other topics of importance and interest to the members of selected independent funeral homes and all independently owned and operated funeral home professionals.

Filing and Contact Details

Filer

EIN
36-3208756
Raw XML AppendixShowing 400 of 511 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionA/NamePerson5ALICIA CARR
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IRS990/Form990PartVIISectionA/NamePerson7CHARLES CHIP BILLOW
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IRS990/Form990PartVIISectionA/Title0ADMINISTRATIVE TRUSTEE
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IRS990/MissionDescription0THE EDUCATIONAL TRUST FUNDS THE DEVELOPMENT AND ADMINISTRATION OF RESEARCH INITIATIVES, ASSISTANCE GRANTS, AWARD PROGRAMS AND THE PRESENTATION OF EDUCATIONAL PROGRAMS DEALING WITH BUSINESS MANAGEMENT, COUNSELING, PERSONNEL MANAGEMENT AND OTHER TOPICS OF IMPORTANCE AND INTEREST TO THE MEMBERS OF SELECTED INDEPENDENT FUNERAL HOMES AND ALL INDEPENDENTLY OWNED AND OPERATED FUNERAL HOME PROFESSIONALS.
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IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10SELECTED INDEPENDENT FUNERAL HOMES
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ORGANIZATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIH THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE ORGANIZATION'S RETURN IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1REVENUES FROM CONSOLIDATED ENTITY 2,051,695.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2EXPENSES FROM CONSOLIDATED ENTITY 2,035,652.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
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IRS990ScheduleG/Form990ScheduleGPartIV/Explanation0AMOUNTS PAID TO FUNDRAISER INCLUDE CONTRACTUAL FIXED FEES AND OUT-OF-POCKET EXPENSES INCURRED WHILE PROVIDING SERVICES TO ORGANIZATION.
IRS990ScheduleG/Form990ScheduleGPartIV/Identifier0EXPLANATION OF FUNDRAISING PAYMENTS
IRS990ScheduleG/Form990ScheduleGPartIV/ReturnReference0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleG/FundraiserActivityInformation/Activity0PROFESSIONAL FUNDRAISING CONSULTANTS
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE TRUSTEES CAREFULLY REVIEW ALL REQUESTS FOR ASSISTANCE PRIOR TO ITS APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE BOARDS DUE DILIGENCE. THE ORGANIZATION PERFORMS NO SUBSEQUENT MONITORING AFTER THE ASSISTANCE IS DISBURSED. ALL RECORDS REGARDING THE DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE OFFICE OF THE ORGANIZATION.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE ORGANIZATION HAS ADOPTED AN EXPENSE REIMBURSEMENT POLICY FOR BOARD MEMBERS WHO ATTEND BOARD MEETINGS AND OTHER ORGANIZATION-RELATED MEETINGS AND SEMINARS. AS IDENTIFIED IN THE POLICY, BOARD MEMBERS AND OFFICERS MAY BE REIMBURSED FOR OUT-OF-POCKET TRAVEL EXPENSES INCURRED BY THEMSELVES AND THEIR SPOUSES FOR DESIGNATED MEETINGS AND SEMINARS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1PART I, LINE 3, COMPENSATION: THE BOARD OF DIRECTORS OF THE SELECTED INDEPENDENT FUNERAL HOME DETERMINES THE COMPENSATION OF ITS EXECUTIVE DIRECTOR, WHO ALSO ACTS AS THE ADMINISTRATIVE TRUSTEE OF THE SELECTED INDEPENDENT FUNERAL HOME EDUCATIONAL TRUST.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 1A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0ROBERT PATERKIEWICZ
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs019980
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/Title0ADMINISTRATIVE TRUSTEE
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0248268
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SubstantiationRequired01
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/TravelForCompanions0X
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleJ/WrittenPolicyReTAndEExpenses01
IRS990ScheduleO/GeneralExplanation/Explanation0THE TRUST SHALL BE ADMINISTERED BY A GOVERNING BOARD OF TRUSTEES. AT ALL TIMES, THE ADMININSTRATIVE TRUSTEE SHALL BE THE EXECUTIVE DIRECTOR. THE PRESIDENT OF SELECTED INDEPENDENT FUNERAL HOMES APPOINTS ALL TRUSTEES. THE BOARD OF DIRECTORS OF THE SELECTED INDEPENDENT FUNERAL HOMES MAY TERMINATE FOR CAUSE THE APPOINTMENT OF ANY TRUSTEE.
IRS990ScheduleO/GeneralExplanation/Explanation1THE TRUSTEES HAVE FULL AUTHORITY TO GOVERN THE EDUCATIONAL TRUST OTHER THAN AMENDMENTS TO THE TRUST AGREEMENT. CHANGES TO THE TRUST AGREEMENT CAN ONLY BE MADE BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF SELECTED INDEPENDENT FUNERAL HOMES.
IRS990ScheduleO/GeneralExplanation/Explanation2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD OF TRUSTEES AUTHORIZES THE SITTING ADMINISTRATIVE TRUSTEE TO REVIEW THE 990 PRIOR TO ITS FILING ON BEHALF OF THE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation4A COPY OF THE TRUST'S CONFLICT OF INTEREST POLICY IS PROVIDED TO THE BOARD OF TRUSTEES AND EXPLAINED. AT EACH MEETING OF THE BOARD THEY ARE ASKED TO IDENTIFY ANY CONFLICTS THEY MAY HAVE IN ACCORDANCE WITH THE MEETING AGENDA OR OTHERWISE.
IRS990ScheduleO/GeneralExplanation/Explanation5ALL MATERIALS REFERENCED ARE HOUSED AT THE HEADQUARTERS OFFICE. ANY PUBLIC REQUEST TO VIEW THE DOCUMENTS IS GRANTED ACCESS TO THESE MATERIALS AT THE HEADQUARTERS OFFICE.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10500 LAKE COOK RD STE 205
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0DEERFIELD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode060015
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0361525780

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$510,444
Liabilities
$72,751
Net assets
$437,693
Revenue
-
Expenses
$84,637
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.74$2.97$3.77$2.58$2.92$0.35
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$3.16$3.61$2.21$3.67$1.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.30$1.68$5.63$3.10$3.64$0.54
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.32$1.31$6.01$5.28$3.44$1.84
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.05$1.05$4.00$2.72$2.10$0.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.91$3.68$0.40$1.16$0.77
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.54$4.10$1.20$1.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.68$3.92$0.97$1.15$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.59$4.45$0.95$1.10$0.14
2013Detailed filing. Detailed filing data is available for this year.$6.19$1.32$4.86$1.18$0.94$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$0.73$4.38$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.86$3.99$0.94
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.58$4.56$0.82