SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST (EIN 363208756) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

ROBERT PATERKIEWICZ

Phone

8003234219

Tax Period

2023-01-01 to 2023-12-31

SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST, founded in 1982, is a small nonprofit that reported $302K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum.

Mission

ADVANCEMENT OF FUNERAL HOME INDUSTRY THROUGH EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $223,499

Program Service Revenue $58,598

Investment Income $12,259

Other Revenue $8,015

TOTAL REVENUE $302,371

Expense Breakdown

Grants Paid $26,430

Salaries & Benefits $139,326

Fundraising Expenses $54,121

Program Expenses $193,743

Other Expenses $153,925

TOTAL EXPENSES $319,681

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,371	$221,104	+0.4%
Expenses	$319,681	$367,069	-0.1%
Net Income	$-17,310	$-145,965	-0.9%

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

$374,578

Total Directors

$284,374

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT PATERKIEWICZ	ADMINISTRATIVE TRUSTEE	1.50	Officer Director	$0	$58,209	$284,374
AL ASTA	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEE G ETZWEILER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN WILD	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT PRIDEMORE	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN D BROWN	TRUSTEE	1.00	Director	$0	$0	$0
TONY LLOYD	TRUSTEE	1.00	Director	$0	$0	$0
LACY ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN MCKAY	TRUSTEE	1.00	Director	$0	$0	$0
DAVE MOORE	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL GUNDERSON	TRUSTEE	1.00	Director	$0	$0	$0
MELISSA CRAWFORD	TRUSTEE	1.00	Director	$0	$0	$0
STEFANIE FAVIA	EXECUTIVE DIRECTOR	37.50	Officer	$77,508	$12,696	$90,204

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
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

SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST