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← CINCINNATI FOUNDATION FOR MORTUARY EDUC TRUST

Form 990 for tax year 2023

Filed by CINCINNATI FOUNDATION FOR MORTUARY EDUC TRUST.

Totals

Total revenue
$48,022
Total expenses
$16,955
Contributions and grants received
$24,151
Grants paid
$0
Program service revenue
$0
Investment income
$23,822
Other revenue
$49
Total assets, end of year
$862,077
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$862,077
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$16,955
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1f · All other contributions, gifts and grants

    $24,151

  • 3 · Investment income

    total $12,805 · excluded $12,805

  • 7a · Gross sales of assets other than inventory

    securities $73,631

  • 7b · Less cost or other basis and sales expenses

    securities $62,614

  • 7c · Gain or loss

    securities $11,017

  • 7d · Net gain or loss

    total $11,017 · excluded $11,017

  • 11a · Other revenue: MISC

    total $49 · related or exempt $49

  • 11e · Other revenue, total

    $49

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: DONATION EXPENSE

    total $16,955 · fundraising $16,955

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $24,270

  • 7 · Other notes and loans receivable

    beginning of year $59,145 · end of year $59,075

  • 12 · Investments: other securities

    beginning of year $680,613 · end of year $778,732

  • 27 · Net assets without donor restrictions

    beginning of year $59,145 · end of year $66,390

  • 28 · Net assets with donor restrictions

    beginning of year $680,613 · end of year $795,687

Mission and programs · 2023

Mission

FUNDING FOR MORTUARY EDUCATION

  • FUNDING FOR MORTUARY EDUCATION

As filed on the 2023 return.

Listed in Part VII

  • Michael Ryan

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Kenn Peterson

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Kathleen Shaffer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Steve Bittner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Coleen Ellis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jim Flynn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Duane Hedrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Tim King

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Poul Lemasters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Nobbe

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Jerome Weaver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jack E Lechner Jr

    PRESIDENT AND CEO

    Total calculated
    $268,159
    From this org
    $0
    From related orgs
    $206,743
    Other
    $61,416
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,743 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $61,416 related
    Filer's total
    $0 + $268,159 related
  • Jerome Webster PhD

    CHIEF OPERATING OFFICER

    Total calculated
    $106,132
    From this org
    $0
    From related orgs
    $101,403
    Other
    $4,729
    Hours/week
    1 + 40 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
21 March 2025
IRS schema version
2023v6.0
Source object
202520929349300242

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