SELECTED INDEPENDENT FUNERAL HOMES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1917

Legal Domicile

Principal Officer

ROBERT PATERKIEWICZ

Phone

8003234219

Tax Period

2024-01-01 to 2024-12-31

SELECTED INDEPENDENT FUNERAL HOMES, founded in 1917, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 5% surplus.

Mission

DELIVERING INNOVATIVE AND PERTINENT RESOURCES, SOLUTIONS AND ON-GOING SUPPORT NECESSARY FOR ENDURING EXCELLENCE TO OUR INTERNATIONAL NETWORK OF INDEPENDENTLY OWNED DEATH-CARE PROVIDERS.

Program Service Accomplishments

Program 1

ACHIEVEMENT OF ORGANIZATION MISSION BY PROVIDING SERVICES, PRODUCTS, SUPPORT, INFORMATION, AND OPPORTUNITES TO MEMBERS FOR INDUSTRY DEVELOPMENT.

Program 2

SPONSORSHIP OF SEMINARS AND AN ANNUAL MEETING DESIGNED TO PROVIDE STIMULATING STUDY SESSIONS, INFORMATIVE PRESENTATIONS, DISCUSSION SESSIONS, ENLIGHTENING SPEAKERS AND ENTERTAINERS, AND OPPORTUNITIES...

Program 3

PROVIDE RESOURCE CONTENT AND MATERIALS ON GRIEF AND BEREAVEMENT AS WELL AS FUNERAL AND MEMORIALIZATION OPTIONS TO THE GENERAL PUBLIC AND TO FAMILIES SERVED BY THE MEMBERSHIP THROUGH PRINTED AND...

PROVIDE RESOURCE CONTENT AND MATERIALS ON GRIEF AND BEREAVEMENT AS WELL AS FUNERAL AND MEMORIALIZATION OPTIONS TO THE GENERAL PUBLIC AND TO FAMILIES SERVED BY THE MEMBERSHIP THROUGH PRINTED AND ONLINE VEHICLES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,375,890

Investment Income $20,837

Other Revenue $158,611

TOTAL REVENUE $2,555,338

Expense Breakdown

Grants Paid $5,309

Salaries & Benefits $1,131,347

Fundraising Expenses $0

Other Expenses $1,300,327

TOTAL EXPENSES $2,436,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,555,338	$2,554,040	+0.0%
Expenses	$2,436,983	$2,546,697	0.0%
Net Income	$118,355	$7,343	+15.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$314,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA RISHER WELCH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHERIDAN LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE MOORE	BOARD MEMBER CHAIR	1.00	Officer Director	$0	$0	$0
TOM ANTRAM	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN KEPNER	BOARD CHAIR	1.00	Director	$0	$0	$0
JOHN KEOHANE	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC TRIMBLE	PRESIDENT	1.00	Director	$0	$0	$0
CHRISTOPHER WAITE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT J PATERKIEWICZ	EXECUTIVE DIRECTOR AND CEO	37.50	Officer	$248,465	$66,098	$314,563
DENISE A ZOEPHEL	ASSISTANT EXECUTIVE DIRECT	37.50	Highest	$123,500	$6,751	$130,251
ELIZABETH A CENTI	MEMBER ENGAGEMENT DIRECTOR	37.50	Highest	$105,500	$24,340	$129,840

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	No data	No data	No data	No data
2024	$2,555,338	$2,436,983	$2,585,560	$118,355
2023	$2,554,040	$2,546,697	$2,686,363	$7,343
2022	$2,718,889	$2,337,234	$2,901,840	$381,655
2021	$2,457,677	$2,437,408	$2,040,365	$20,269
2020	$2,337,072	$2,240,948	$1,802,264	$96,124
2019	$2,468,738	$2,634,003	$1,227,421	$-165,265
2018	$2,492,265	$2,563,771	$1,362,460	$-71,506