2024-05-07T07:19:52-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 361525780 SELECTED INDEPENDENT FUNERAL HOMES SELE 8003234219 ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 ROBERT PATERKIEWICZ EXECUTIVE DIRECTOR 8003234219 2024-05-01 1 ROBERT PATERKIEWICZ XXX-XX-XXXX 0 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-05-07 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ROBERT PATERKIEWICZ ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 2571356 0 X WWW.SELECTEDFUNERALHOMES.ORG X 1917 IL DELIVERING INNOVATIVE AND PERTINENT RESOURCES, SOLUTIONS AND ON-GOING SUPPORT NECESSARY FOR ENDURING EXCELLENCE TO OUR INTERNATIONAL NETWORK OF INDEPENDENTLY OWNED DEATH-CARE PROVIDERS. 8 8 14 0 119950 30548 212102 0 2470603 2517758 7619 13006 28565 23276 2718889 2554040 6186 4320 0 0 1178377 1246377 0 0 0 1152671 1296000 2337234 2546697 381655 7343 2901840 2686363 1937962 1677316 963878 1009047 DELIVERING INNOVATIVE AND PERTINENT RESOURCES, SOLUTIONS AND ON-GOING SUPPORT NECESSARY FOR ENDURING EXCELLENCE TO OUR INTERNATIONAL NETWORK OF INDEPENDENTLY OWNED DEATH-CARE PROVIDERS. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 18 0 1 14 1 1 1 0 0 0 1 1 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X ROBERT PATERKIEWICZ 8003234219 ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 BARBARA RISHER WELCH BOARD MEMBER 1.00 X 0 0 0 W BYRON CALHOUN BOARD MEMBER 1.00 X 0 0 0 AL ASTA BOARD MEMBER CHAIR 1.00 X X 0 0 0 TOM ANTRAM BOARD MEMBER 1.00 X 0 0 0 JOHN KEPNER BOARD MEMBER 1.00 X 0 0 0 JOHN KEOHANE BOARD MEMBER 1.00 X 0 0 0 ERIC TRIMBLE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER WAITE BOARD MEMBER 1.00 X 0 0 0 ROBERT J PATERKIEWICZ EXECUTIVE DIRECTOR AND CEO 37.50 1.50 X 226165 0 58209 AMY G HUNT DIRECTOR OF MEETINGS & EDU 37.50 X 107218 0 18939 DENISE A ZOEPHEL ASSISTANT EXECUTIVE DIRECT 37.50 X 124583 0 5463 ELIZABETH A CENTI MEMBER ENGAGEMENT DIRECTOR 37.50 X 103125 0 21410 561091 0 104021 4 0 1 0 0 MEMBERSHIP DUES 900099 1774759 1774759 MEETINGS 900099 546860 546860 ADVERTISING 541800 119950 119950 FAMILY FOLLOW-UP FEES 900099 63323 63323 PREFERRED PARTNER FEES 900099 12866 12866 2517758 13006 13006 43463 17316 26147 26147 MISCELLANEOUS REVENUE 900099 -2871 -2871 -2871 2554040 2421084 119950 13006 X 4320 284374 758903 51031 68461 83608 534 20000 3206 355630 2000 111403 142949 504237 25439 20171 PROJECTS AND PROGRAMS 52356 BANK AND CREDIT CARD FE 34487 UBIT TAXES 24558 EDUCATIONAL EXPENSES 6405 -7375 2546697 1331140 1041552 23215 66024 59875 55704 116361 76155 350948 286435 87225 64513 275714 473143 1008310 909272 2901840 2686363 177661 329914 1028532 716562 731769 630840 1937962 1677316 X 963878 1009047 963878 1009047 2901840 2686363 7343 37826 0 X X 0 1 X 1 0 0 1 0 35202 17594 17608 50471 29056 21415 265275 239785 25490 64513 DUE FROM RELATED ORGANIZATION 311106 CASH HELD FOR OTHERS 26398 RIGHT OF USE ASSET 571768 909272 CASH HELD FOR OTHERS 26398 LEASE LIABILITY 604442 630840 2605976 37826 17316 55142 2550834 3206 3206 2554040 2560807 17316 17316 2543491 3206 3206 2546697 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES REPORTED IN PART VIII, LINE 10B 17,316. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES REPORTED IN PART VIII, LINE 10B 17,316. SCHEDULE D, PART VI, LINE 1E FIXED ASSETS IN "OTHER" INCLUDE COMPUTER EQUIPMENT AND SOFTWARE. X 1 1 X X 0 0 0 ROBERT J PATERKIEWICZ EXECUTIVE DIRECTOR AND CEO 226165 0 0 0 0 0 9047 0 49162 0 284374 0 0 0 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. FORM 990, PART VI, SECTION A, LINE 6 FULL MEMBERS HAVE THE ABILITY TO VOTE ON ASSOCIATION MATTERS AND PARTICIPATE IN ASSOCIATION ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 7A FULL MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS AND THE BOARD DIRECTOR APPOINTMENT COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B BYLAW CHANGES AND NEW MEMBERS REQUIRE MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS AUTHORIZED THE CURRENT PRESIDENT AND BOARD CHAIR TO REVIEW AND APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C A CALL FOR CONFLICTS TAKES PLACE AT THE START OF ALL BOARD MEETINGS. BOARD ORIENTATION INCLUDES FULL EXPLANATION OF THE POLICY AND ALL MEMBERS OF THE BOARD DIRECTORS MUST AGREE IN WRITING ANNUALLY TO COMPLY. FORM 990, PART VI, SECTION B, LINE 15 ANNUAL BOARD REVIEW AND CONSIDERATION OF CEO COMPENSATION. COMPARABLE DATA CONSIDERED WITH GENERAL COUNSEL INVOLVEMENT. FORM 990, PART VI, SECTION C, LINE 19 BY REQUEST OF THE CEO. FORM 990, PART IX, LINE 11G CONSULTING 355,630. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST ONE OVERLOOK POINT SUITE 530 LINCOLNSHIIRE IL 60069 363208756 SUPPORT AND BENEFIT EDUCATIONAL ACTIVITIES OF SIFH IL 501(C)(3) 509(A)(3) SELECTED INDEPENDENT FUNERAL HOMES 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST N 57488 ACTUAL COSTS INCURRED SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST O 125889 TIME AND EFFORT REPORTS SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST Q 23215 ACTUAL AMOUNTS REIMBURSED SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST R 26888 ACTUAL COSTS INCURRED SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST S 9980 ACTUAL COSTS INCURRED