Civic Intelligence

Selected Independent Funeral Homes Educational Trust

990 • Fiscal year 2015 • EIN 36-3208756

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 19, 2016

Organization ProfileWWW.SELECTEDFUNERALHOMES.ORG
500 Lake Cook Road No 205Deerfield, IL 60015

(847) 236-9401

Siviq Scores

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

Liabilities / Assets

80th percentile

0.15x

Higher debt load relative to assets than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.70x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

99th percentile

$248,908

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 257.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-8.9%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

1.2%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$459,666

Down $44,751 (-8.9%) from 2014

Net Assets

Down

$392,164

Down $53,072 (-12%) from 2014

Liabilities

Up

$67,502

Up $8,321 (+14%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin16th percentile

Revenue

Up

$96,603

Up $1,159 (+1.2%) from 2014

Expenses

Up

$114,508

Up $4,596 (+4.2%) from 2014

Net Income

Down

-$17,905

Down $3,437 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2015

Assets$459,666
Liabilities$67,502
Net Assets$392,164
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

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

2015

Revenue$96,603
Expenses$114,508
Net Income-$17,905
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 19, 2016
Return Version
2015v2.1
Gross Receipts
$122,891
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.

Advancement of funeral home industry through education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$414,407$401,876▼ $12,531
Savings and Temporary Cash Investments$85,646$56,200▼ $29,446
Pledges and Grants Receivable$4,364$1,590▼ $2,774
Total Assets$504,417$459,666▼ $44,751
Liabilities
Other Liabilities$59,124$66,913▲ $7,789
Accounts Payable and Accrued Expenses$57$589▲ $532
Total Liabilities$59,181$67,502▲ $8,321
Net Assets / Fund Balance
Unrestricted Net Assets$445,236$392,164▼ $53,072
Total Net Assets Fund Balance$445,236$392,164▼ $53,072
Total Liabilities and Net Assets / Fund Balance$504,417$459,666▼ $44,751
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Bruce BuzoganyDirectorPT$42,000$42,000

Board Members and Trustees

NameTitle
Robert PaterkiewiczAdministrative Trustee
Bob HoaglundTrustee
Cade WilliamsonTrustee
Greg CannonTrustee
Lawrence Schildmeyer SrTrustee
Michael CarterTrustee
Thomas MorrisTrustee
Alicia CarrTrustee-past
Steve PierceTrustee-past
Revenue and Support

Revenue Composition

Contributions and Grants
$78,624
Program Service Revenue
$0
Investment Income
$26,242
Other Revenue
$-8,263
All Other Contributions
$22,699
Change in Net Assets
$-17,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$64,772
Other Expenses$37,022
Total Fundraising Expense$23,167
Grants and Similar Amounts Paid$12,015
Professional Fundraising Fees$699

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$4,509$27,310$13,527$45,346
Other Salaries and Wages$1,522$8,877$4,567$14,966
Grants to Domestic Individuals$11,940--$11,940
Advertising-$10,473-$10,473
Travel$1,008$6,047$3,024$10,079
Fees for Service Investment Mgmnt Fees-$5,000-$5,000
Fees for Services Accounting-$5,000-$5,000
Payroll Taxes$405$2,428$1,214$4,047
Information Technology-$3,325-$3,325
Insurance-$2,206-$2,206
Office Expenses$2$788$7$797
Fees for Services Professional Fundraising--$699$699
Pension Plan Contributions$41$248$124$413
Other Expenses-$124-$124
Grants to Domestic Orgs$75--$75
Occupancy$2$11$5$18
Total Functional Expenses$19,504$71,837$23,167$114,508
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$26,288
Fundraising Gross Income$18,025
Professional Fundraising Fees$699

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$73,950$18,025$8,280$9,745
Total Events$73,950$18,025$26,288$-8,263
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$66,913
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The 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.”

Form 990, Part VI, Section A, Line 7B

“The 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.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The board of trustees authorizes the sitting administrative trustee to review the 990 prior to its filing on behalf of the board.”

Form 990, Part VI, Section B, Line 12C

“A 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.”

Form 990, Part VI, Section C, Line 19

“All 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.”

Filing and Contact Details

Filer

Filer Name
Selected Independent Funeral Homes
EIN
36-3208756
Phone
8472369401
Address
500 LAKE COOK ROAD NO 205, DEERFIELD, IL 60015

Signing Officer

Name
Robert Paterkiewicz
Title
Executive Director
Phone
8472369401
Signed
2016-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Paterkiewicz
Formed
1982
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Greg Wallenbecker
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The 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.”

Raw XML AppendixShowing 400 of 507 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/PYSalariesCompEmpBnftPaidAmt056558
IRS990/PYTotalExpensesAmt0109912
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt095444
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-17905
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085646
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056200
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION MAKES THE ANNUAL CALCULATION TO DETERMINE THAT THE SUPPORTED ORGANIZATION SATISFIES THE PUBLIC SUPPORT TESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION ANNUALLY REVIEWS THE ACTIVITY OF THE SUPPORTED ORGANIZATION TO ENSURE THAT SUCH SUPPORT IS USED SOLEY FOR CHARITABLE PURPOSES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, LINE 3C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0361525780
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt066558
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SIFH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt066558
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt066913
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt066913
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt055925
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt055925
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026288
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0600
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0600
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt017108
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt017108
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt073950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt073950
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018025
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8263
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08280
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08280
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0300
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011940
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES CAREFULLY REVIEW ALL REQUESTS FOR ASSISTANCE PRIOR TO ITS APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE BOARD'S 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/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0217708
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08442
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022758
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT PATERKIEWICZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATIVE TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0248908
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 3, COMPENSATION:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/TravelForCompanionsInd0X
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/ExplanationTxt1THE 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/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES AUTHORIZES THE SITTING ADMINISTRATIVE TRUSTEE TO REVIEW THE 990 PRIOR TO ITS FILING ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A 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/SupplementalInformationDetail/ExplanationTxt5ALL 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/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SELECTED INDEPENDENT FUNERAL HOMES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361525780
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,666
Liabilities
$67,502
Net assets
$392,164
Revenue
$96,603
Expenses
$114,508
Net income
-$17,905
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