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 RyanMICHAEL RYAN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kenn PetersonKENN PETERSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen ShafferKATHLEEN SHAFFER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Steve BittnerSTEVE BITTNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Coleen EllisCOLEEN ELLIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim FlynnJIM FLYNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Duane HedrickDUANE HEDRICK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tim KingTIM KING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Poul LemastersPOUL LEMASTERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Laura NobbeLAURA NOBBE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Jerome WeaverJEROME WEAVER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jack E Lechner JrJACK 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 PhDJEROME 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.
-
CINCINNATI FOUNDATION FOR MORTUARY EDUCATION
501(C)(3) · MORTUARY EDUCATION · OH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520929349300242
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