Selected Independent Funeral Homes Educational Trust

Lincolnshire, IL
Tax-exempt since Feb. 1983
EIN: 36-3208756

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$302k (2023)

Expenses

$320k (2023)

Total Assets

$701k (2023)

Total Liabilities

$315k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$302,371

Expenses

$319,681

Net Income

-$17,310

Net Assets

$385,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$223,499	73.9%
Program Services	$58,598	19.4%
Investment Income	$12,259	4.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$8,015	2.7%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$90,205	28.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$31,038	9.7%

Assets/Debt
Total Assets	$700,842
Total Liabilities	$315,302
Net Assets	$385,540

Compensation

Key Employees and Officers	Compensation	Related	Other
Stefanie Favia (Executive Director)	$77,508	$0	$12,696
Robert Paterkiewicz (Administrative Trustee)	$0	$226,165	$58,209
Al Asta (Trustee)	$0	$0	$0
Ashlee G Etzweiler (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0
Kevin D Brown (Trustee)	$0	$0	$0
Tony Lloyd (Trustee)	$0	$0	$0
Lacy Robinson (Trustee)	$0	$0	$0
Kevin Mckay (Trustee)	$0	$0	$0
Dave Moore (Trustee)	$0	$0	$0
Rachel Gunderson (Trustee)	$0	$0	$0
Melissa Crawford (Trustee)	$0	$0	$0

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990

Filed on May 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$221,104

Expenses

$367,069

Net Income

-$145,965

Net Assets

$360,898

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$164,280	74.3%
Program Services	$48,844	22.1%
Investment Income	$7,980	3.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$83,964	22.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$48,911	13.3%

Assets/Debt
Total Assets	$676,742
Total Liabilities	$315,844
Net Assets	$360,898

Compensation

Key Employees and Officers	Compensation	Related	Other
Stefanie Favia (Executive Director)	$72,100	$0	$11,864
Robert Paterkiewicz (Administrative Trustee)	$0	$248,330	$54,910
Al Asta (Trustee)	$0	$0	$0
Ashlee G Etzweiler (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0
Kevin D Brown (Trustee)	$0	$0	$0
Tony Lloyd (Trustee)	$0	$0	$0
Lacy Robinson (Trustee)	$0	$0	$0
Kevin Mckay (Trustee)	$0	$0	$0
Dave Moore (Trustee)	$0	$0	$0
Rachel Gunderson (Trustee)	$0	$0	$0
Kevin Brown (Trustee)	$0	$0	$0

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990

Filed on Nov. 7, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$309,920

Expenses

$364,293

Net Income

-$54,373

Net Assets

$562,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$237,274	76.6%
Program Services	$60,744	19.6%
Investment Income	$11,902	3.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$85,505	23.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$70,579	19.4%

Assets/Debt
Total Assets	$730,370
Total Liabilities	$167,513
Net Assets	$562,857

Compensation

Key Employees and Officers	Compensation	Related	Other
Bea Pedersen (Executive Director (Until 07/27/21))	$49,487	$0	$11,271
Stefanie Favia (Executive Director (From 10/16/21))	$11,667	$47,220	$11,700
Robert Paterkiewicz (Administrative Trustee)	$8,873	$237,292	$62,186
Al Asta (Trustee)	$0	$0	$0
Ashlee G Etzweiler (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0
Dean Lambert (Trustee)	$0	$0	$0
Tony Lloyd (Trustee)	$0	$0	$0
Lacy Robinson (Trustee)	$0	$0	$0
Kevin Mckay (Trustee)	$0	$0	$0
Dave Moore (Trustee)	$0	$0	$0
Rachel Gunderson (Trustee)	$0	$0	$0
Kevin Brown (Trustee)	$0	$0	$0

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990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$528,222

Expenses

$343,872

Net Income

$184,350

Net Assets

$601,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$517,250	97.9%
Program Services	$1,710	0.3%
Investment Income	$9,262	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$101,091	29.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$48,390	14.1%

Assets/Debt
Total Assets	$731,850
Total Liabilities	$130,741
Net Assets	$601,109

Compensation

Key Employees and Officers	Compensation	Related	Other
Bea Pedersen (Executive Director)	$76,793	$0	$14,512
Robert Paterkiewicz (Administrative Trustee)	$11,801	$224,802	$63,825
Al Asta (Trustee)	$0	$0	$0
M Carey Bliley (Trustee)	$0	$0	$0
Tim Bridgers (Trustee)	$0	$0	$0
Jashlee Etzweiler (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0
Rachel Wartes (Trustee)	$0	$0	$0
Dean Lambert (Trustee)	$0	$0	$0
Kevin Brown (Trustee)	$0	$0	$0
Jeffrey Jacoby (Trustee)	$0	$0	$0
Tony Lloyd (Trustee)	$0	$0	$0
Lacy Robinson (Trustee)	$0	$0	$0
Paul St Pierre (Trustee)	$0	$0	$0

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990

Filed on Nov. 12, 2021

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XML

Fiscal Year Ending Dec.
2019

Revenue

$263,862

Expenses

$288,437

Net Income

-$24,575

Net Assets

$413,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$250,297	94.9%
Program Services	$0
Investment Income	$13,565	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$13,963	4.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$99,174	34.4%

Assets/Debt
Total Assets	$607,808
Total Liabilities	$194,768
Net Assets	$413,040

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$11,801	$230,094	$58,506
Al Asta (Trustee)	$0	$0	$0
M Carey Biley (Trustee)	$0	$0	$0
Tom Bridgers (Trustee)	$0	$0	$0
Jashlee Etzweiler (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0
Rachel Wartes (Trustee)	$0	$0	$0
Dean Lambert (Trustee)	$0	$0	$0

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990

Filed on Nov. 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$272,290

Expenses

$210,466

Net Income

$61,824

Net Assets

$400,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$269,741	99.1%
Program Services	$0
Investment Income	$14,740	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$12,191
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$19,823	9.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$87,895	41.8%

Assets/Debt
Total Assets	$505,436
Total Liabilities	$105,249
Net Assets	$400,187

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$17,254	$222,618	$43,071
Al Asta (Trustee)	$0	$0	$0
M Carey Biley (Trustee)	$0	$0	$0
Tom Bridgers (Trustee)	$0	$0	$0
Lisa Groff (Trustee)	$0	$0	$0
John Wild (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0

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990

Filed on June 7, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$39,587

Expenses

$116,448

Net Income

-$76,861

Net Assets

$368,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$24,418	61.7%
Program Services	$0
Investment Income	$15,169	38.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$458,780
Total Liabilities	$90,768
Net Assets	$368,012

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$0	$225,521	$35,050
Al Asta (Trustee)	$0	$0	$0
M Carey Biley (Trustee)	$0	$0	$0
Bob Hoaglund (Trustee)	$0	$0	$0
Lisa Groff (Trustee)	$0	$0	$0
Paul St Pierre (Trustee)	$0	$0	$0
Scott Pridemore (Trustee)	$0	$0	$0

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990

Filed on April 9, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$119,612

Expenses

$109,532

Net Income

$10,080

Net Assets

$409,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$109,220	91.3%
Program Services	$0
Investment Income	$11,938	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$11,958
Sales of Assets	$10,412	8.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$43,680	39.9%
Professional Fundraising Fees	$500	0.5%
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$463,105
Total Liabilities	$53,539
Net Assets	$409,566

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$0	$224,007	$40,245
Al Asta (Trustee)	$0	$0	$0
Lawrence Schildmeyer Sr (Trustee)	$0	$0	$0
Bob Hoaglund (Trustee)	$0	$0	$0
Lisa Groff (Trustee)	$0	$0	$0
Paul St Pierre (Trustee)	$0	$0	$0
Bruce Buzogany (Director)	$0	$43,680	$0

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990

Filed on May 12, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$96,603

Expenses

$114,508

Net Income

-$17,905

Net Assets

$392,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$78,624	81.4%
Program Services	$0
Investment Income	$26,242	27.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$8,263
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$45,346	39.6%
Professional Fundraising Fees	$699	0.6%
Other Salaries and Wages	$14,966	13.1%

Assets/Debt
Total Assets	$459,666
Total Liabilities	$67,502
Net Assets	$392,164

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$0	$217,708	$31,200
Cade Williamson (Trustee)	$0	$0	$0
Thomas Morris (Trustee)	$0	$0	$0
Michael Carter (Trustee)	$0	$0	$0
Lawrence Schildmeyer Sr (Trustee)	$0	$0	$0
Greg Cannon (Trustee)	$0	$0	$0
Bob Hoaglund (Trustee)	$0	$0	$0
Alicia Carr (Trustee Past)	$0	$0	$0
Steve Pierce (Trustee Past)	$0	$0	$0
Bruce Buzogany (Director)	$0	$42,000	$0

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990

Filed on March 19, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$95,444

Expenses

$109,912

Net Income

-$14,468

Net Assets

$445,236

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$64,122	67.2%
Program Services	$0
Investment Income	$22,404	23.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$11,307
Sales of Assets	$20,225	21.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$44,366	40.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$8,360	7.6%

Assets/Debt
Total Assets	$504,417
Total Liabilities	$59,181
Net Assets	$445,236

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$0	$212,417	$35,593
Michael Carter (Trustee)	$0	$0	$0
Lawrence Shildmeyer Sr (Trustee)	$0	$0	$0
Alicia Carr (Trustee)	$0	$0	$0
Steve Pierce (Trustee)	$0	$0	$0
Cade Williamson (Trustee)	$0	$0	$0
Thomas Morris (Trustee)	$0	$0	$0
Jennifer Bauer Eroh (Trustee Past)	$0	$0	$0
Porter Loring Iii (Trustee Past)	$0	$0	$0
Bruce Buzogany (Director)	$0	$32,138	$0

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990

Filed on March 16, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$117,560

Expenses

$93,923

Net Income

$23,637

Net Assets

$486,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$88,210	75.0%
Program Services	$0
Investment Income	$25,083	21.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$15,879
Sales of Assets	$20,146	17.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$46,568	49.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,353	19.5%

Assets/Debt
Total Assets	$618,676
Total Liabilities	$132,250
Net Assets	$486,426

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert Paterkiewicz (Administrative Trustee)	$0	$227,546	$33,373
Jennifer Bauer Eroh (Trustee)	$0	$0	$0
Porter Loring Iii (Trustee)	$0	$0	$0
Alicia Carr (Trustee)	$0	$0	$0
Steve Pierce (Trustee)	$0	$0	$0
Cade Williamson (Trustee)	$0	$0	$0
Thomas Morris (Trustee)	$0	$0	$0
Ann Ciccarelli (Trustee Past)	$0	$0	$0
Richard Bissler (Trustee Past)	$0	$0	$0
Bruce Buzogany (Director)	$0	$31,895	$0

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990

Filed on March 22, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$84,377

Expenses

$84,637

Net Income

-$260

Net Assets

$437,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$76,029	90.1%
Program Services	$0
Investment Income	$17,877	21.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$10,259
Sales of Assets	$730	0.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,546	24.3%
Professional Fundraising Fees	$25,347	29.9%
Other Salaries and Wages	$12,275	14.5%

Assets/Debt
Total Assets	$510,444
Total Liabilities	$72,751
Net Assets	$437,693

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$68,010

Expenses

$94,376

Net Income

-$26,366

Net Assets

$399,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$80,284	> 100%
Program Services	$0
Investment Income	$12,837	18.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	-$26,951
Sales of Assets	$1,840	2.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$17,837	18.9%
Professional Fundraising Fees	$21,621	22.9%
Other Salaries and Wages	$11,482	12.2%

Assets/Debt
Total Assets	$485,332
Total Liabilities	$86,141
Net Assets	$399,191

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 20, 2024

Selected Independent Funeral Homes Educational Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $302k (2023)

Expenses $320k (2023)

Total Assets $701k (2023)

Total Liabilities $315k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$302k (2023)

Expenses

$320k (2023)

Total Assets

$701k (2023)

Total Liabilities

$315k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001