SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST

EIN: 363208756 501(c)(3)

LINCOLNSHIRE, IL

Total Revenue
$219,648
Total Expenses
$293,810
Total Assets
$602,712
Net Assets
$338,517
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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
1982
Legal Domicile
IL
Principal Officer
ROBERT PATERKIEWICZ
Phone
8003234219
Tax Period
2025-01-01 to 2025-12-31

SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST, founded in 1982, is a small nonprofit that reported $220K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. Expenses of $294K exceeded revenue, resulting in a 34% operating deficit.

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.

Program Service Accomplishments

Program 1
Expenses: $164,386 Revenue: $895

SUPPORT SELECTED INDEPENDENT FUNERAL HOMES' (RELATED ORGANIZATION) EFFORTS AT INDUSTRY ADVANCEMENT THROUGH EDUCATIONAL SUPPORT AND OFFERINGS FOR MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $143,663
Program Service Revenue $895
Investment Income $15,858
Other Revenue $59,232
TOTAL REVENUE $219,648

Expense Breakdown

Grants Paid $37,580
Salaries & Benefits $121,602
Fundraising Expenses $64,272
Program Expenses $164,386
Other Expenses $134,628
TOTAL EXPENSES $293,810

Year-over-Year Comparison

2025 2024 Change
Revenue $219,648 $257,682 -0.1%
Expenses $293,810 $292,220 +0.0%
Net Income $-74,162 $-34,538 +1.1%
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
12
Independent Members
11
Employees
2
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
$423,138
Total Directors
12
$321,083
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT PATERKIEWICZ ADMINISTRATIVE TRUSTEE 1.50
Officer Director
$0 $70,918 $321,083
KEVIN D BROWN TRUSTEE 1.00
Director
$0 $0 $0
ASHLEE G ETZWEILER TRUSTEE 1.00
Director
$0 $0 $0
COURTNEY MILLER GOULD TRUSTEE 1.00
Director
$0 $0 $0
RACHEL GUNDERSON TRUSTEE 1.00
Director
$0 $0 $0
TIFFANY HOFER TRUSTEE 1.00
Director
$0 $0 $0
ROBERT JUSTEN TRUSTEE 1.00
Director
$0 $0 $0
LEIGH KLEMENCIC TRUSTEE 1.00
Director
$0 $0 $0
JIMME ANNE LOWE TRUSTEE 1.00
Director
$0 $0 $0
DAVE MOORE TRUSTEE 1.00
Director
$0 $0 $0
JOHN WILD TRUSTEE 1.00
Director
$0 $0 $0
JASON WINTERS TRUSTEE 1.00
Director
$0 $0 $0
STEFANIE FAVIA EXECUTIVE DIRECTOR 37.50
Officer
$87,308 $14,747 $102,055
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 $219,648 $293,810 $602,712 $-74,162
2024 No data No data No data No data
2023 $302,371 $319,681 $700,842 $-17,310
2022 $221,104 $367,069 $676,742 $-145,965
2021 $309,920 $364,293 $730,370 $-54,373
2020 $528,222 $343,872 $731,850 $184,350
2019 $263,862 $288,437 $607,808 $-24,575
2018 $272,290 $210,466 $505,436 $61,824
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