SELECTED INDEPENDENT FUNERAL HOMES

EIN: 361525780

LINCOLNSHIRE, IL

Total Revenue
$2,555,338
Total Expenses
$2,436,983
Total Assets
$2,585,560
Net Assets
$1,162,139
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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
IL
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.

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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 (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

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Governance

Voting Members
8
Independent Members
8
Employees
14
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
2
$314,563
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
2
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
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