Skip to content
Nonprofiteer
← SELECTED INDEPENDENT FUNERAL HOMES

Form 990 for tax year 2023

Filed by SELECTED INDEPENDENT FUNERAL HOMES.

Totals

Total revenue
$2,554,040
Total expenses
$2,546,697
Contributions and grants received
$0
Grants paid
$4,320
Program service revenue
$2,517,758
Investment income
$13,006
Other revenue
$23,276
Total assets, end of year
$2,686,363
Total liabilities, end of year
$1,677,316
Net assets or fund balances, end of year
$1,009,047
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,774,759 · related or exempt $1,774,759

  • 2b · Program service revenue: MEETINGS

    total $546,860 · related or exempt $546,860

  • 2c · Program service revenue: ADVERTISING

    total $119,950 · unrelated business $119,950

  • 2d · Program service revenue: FAMILY FOLLOW-UP FEES

    total $63,323 · related or exempt $63,323

  • 2e · Program service revenue: PREFERRED PARTNER FEES

    total $12,866 · related or exempt $12,866

  • 4 · Income from investment of tax-exempt bond proceeds

    total $13,006 · excluded $13,006

  • 10a · Gross sales of inventory

    $43,463

  • 10b · Cost of goods sold

    $17,316

  • 10c · Net income from sales of inventory

    total $26,147 · related or exempt $26,147

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total -$2,871 · related or exempt -$2,871

  • 11e · Other revenue, total

    -$2,871

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,320

  • 5 · Compensation of officers, directors and key employees

    total $284,374

  • 7 · Other salaries and wages

    total $758,903

  • 8 · Pension plan contributions

    total $51,031

  • 9 · Other employee benefits

    total $68,461

  • 10 · Payroll taxes

    total $83,608

  • 11b · Fees: legal

    total $534

  • 11c · Fees: accounting

    total $20,000

  • 11f · Fees: investment management

    total $3,206

  • 11g · Fees: other

    total $355,630

  • 12 · Advertising and promotion

    total $2,000

  • 13 · Office expenses

    total $111,403

  • 16 · Occupancy

    total $142,949

  • 19 · Conferences, conventions and meetings

    total $504,237

  • 22 · Depreciation, depletion and amortization

    total $25,439

  • 23 · Insurance

    total $20,171

  • 24a · Other expenses: PROJECTS AND PROGRAMS

    total $52,356

  • 24b · Other expenses: BANK AND CREDIT CARD FE

    total $34,487

  • 24c · Other expenses: UBIT TAXES

    total $24,558

  • 24d · Other expenses: EDUCATIONAL EXPENSES

    total $6,405

  • 24e · All other expenses

    total -$7,375

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,331,140 · end of year $1,041,552

  • 4 · Accounts receivable

    beginning of year $23,215 · end of year $66,024

  • 8 · Inventories for sale or use

    beginning of year $59,875 · end of year $55,704

  • 9 · Prepaid expenses and deferred charges

    beginning of year $116,361 · end of year $76,155

  • 10a · Land, buildings and equipment: cost or other basis

    $350,948

  • 10b · Land, buildings and equipment: accumulated depreciation

    $286,435

  • 10c · Land, buildings and equipment, net

    beginning of year $87,225 · end of year $64,513

  • 11 · Investments: publicly traded securities

    beginning of year $275,714 · end of year $473,143

  • 15 · Other assets

    beginning of year $1,008,310 · end of year $909,272

  • 17 · Accounts payable and accrued expenses

    beginning of year $177,661 · end of year $329,914

  • 19 · Deferred revenue

    beginning of year $1,028,532 · end of year $716,562

  • 25 · Other liabilities

    beginning of year $731,769 · end of year $630,840

  • 27 · Net assets without donor restrictions

    beginning of year $963,878 · end of year $1,009,047

Mission and programs · 2023

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.

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

  • SPONSORSHIP OF SEMINARS AND AN ANNUAL MEETING DESIGNED TO PROVIDE STIMULATING STUDY SESSIONS, INFORMATIVE PRESENTATIONS, DISCUSSION SESSIONS, ENLIGHTENING SPEAKERS AND ENTERTAINERS, AND OPPORTUNITIES FOR MEMBERS TO CELEBRATE THEIR FRIENDSHIP AND UNITY.

  • 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.

As filed on the 2023 return.

Listed in Part VII

  • Barbara Risher Welch

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • W Byron Calhoun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Al Asta

    BOARD MEMBER CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Antram

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Kepner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Keohane

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eric Trimble

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christopher Waite

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robert J Paterkiewicz

    EXECUTIVE DIRECTOR AND CEO

    Total calculated
    $284,374
    From this org
    $226,165
    From related orgs
    $0
    Other
    $58,209
    Hours/week
    37.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $226,165
    Bonus
    $0
    Other
    $0
    Deferred
    $9,047
    Nontaxable benefits
    $49,162
    Filer's total
    $284,374

  • Amy G Hunt

    DIRECTOR OF MEETINGS & EDU

    Total calculated
    $126,157
    From this org
    $107,218
    From related orgs
    $0
    Other
    $18,939
    Hours/week
    37.5

  • Denise A Zoephel

    ASSISTANT EXECUTIVE DIRECT

    Total calculated
    $130,046
    From this org
    $124,583
    From related orgs
    $0
    Other
    $5,463
    Hours/week
    37.5

  • Elizabeth A Centi

    MEMBER ENGAGEMENT DIRECTOR

    Total calculated
    $124,535
    From this org
    $103,125
    From related orgs
    $0
    Other
    $21,410
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
PART I, LINE 1A THE ORGANIZATION HAS ADOPTED AN EXPENSE REIMBURSEMENT POLICY FOR BOARD MEMBERS WHO ATTEND BOARD MEETINGS AND OTHER ORGANIZATION-RELATED MEETINGS AND SEMINARS. AS DEFINED 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2024
IRS schema version
2023v5.0
Source object
202411289349301006

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.