2026-06-19T09:42:11-05:00 2025-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2025-01-01 363208756 SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST SELE 8003234219 ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 ROBERT PATERKIEWICZ ADMINISTRATIVE TRUSTEE 8003234219 2026-06-19 1 ERIN CRANMER P01712644 2023319880 2026-06-04 2025 2025-03-06 01:10:19Z ROBERT PATERKIEWICZ ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 244171 0 X WWW.SELECTEDFUNERALHOMES.ORG X 1982 IL ADVANCEMENT OF FUNERAL HOME INDUSTRY THROUGH EDUCATION 12 11 2 0 0 0 197359 143663 475 895 14495 15858 45353 59232 257682 219648 20180 37580 0 0 126223 121602 0 0 64272 145817 134628 292220 293810 -34538 -74162 673845 602712 297146 264195 376699 338517 X THE EDUCATIONAL TRUST FUNDS THE DEVELOPMENT AND ADMINISTRATION OF RESEARCH INITIATIVES, ASSISTANCE GRANTS, AWARD PROGRAMS AND THE PRESENTATION OF EDUCATIONAL PROGRAMS DEALING WITH BUSINESS MANAGEMENT, COUNSELING, PERSONNEL MANAGEMENT AND OTHER TOPICS OF IMPORTANCE AND INTEREST TO THE MEMBERS OF SELECTED INDEPENDENT FUNERAL HOMES AND ALL INDEPENDENTLY OWNED AND OPERATED FUNERAL HOME PROFESSIONALS. 0 0 164386 37580 895 SUPPORT SELECTED INDEPENDENT FUNERAL HOMES' (RELATED ORGANIZATION) EFFORTS AT INDUSTRY ADVANCEMENT THROUGH EDUCATIONAL SUPPORT AND OFFERINGS FOR MEMBERS. 164386 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 5 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 IL X ROBERT PATERKIEWICZ 8003234219 ONE OVERLOOK POINT 530 LINCOLNSHIRE IL 60069 ROBERT PATERKIEWICZ ADMINISTRATIVE TRUSTEE 1.50 37.50 X X 0 250165 70918 KEVIN D BROWN TRUSTEE 1.00 X 0 0 0 ASHLEE G ETZWEILER TRUSTEE 1.00 X 0 0 0 COURTNEY MILLER GOULD TRUSTEE 1.00 X 0 0 0 RACHEL GUNDERSON TRUSTEE 1.00 X 0 0 0 TIFFANY HOFER TRUSTEE 1.00 X 0 0 0 ROBERT JUSTEN TRUSTEE 1.00 X 0 0 0 LEIGH KLEMENCIC TRUSTEE 1.00 X 0 0 0 JIMME ANNE LOWE TRUSTEE 1.00 X 0 0 0 DAVE MOORE TRUSTEE 1.00 X 0 0 0 JOHN WILD TRUSTEE 1.00 X 0 0 0 JASON WINTERS TRUSTEE 1.00 X 0 0 0 STEFANIE FAVIA EXECUTIVE DIRECTOR 37.50 X 87308 0 14747 87308 250165 85665 0 0 1 0 0 143663 143663 MISC PROGRAMS 900099 895 895 895 15858 15858 83755 24523 59232 59232 219648 895 0 75090 37580 37580 102055 65030 11986 25039 9174 5846 1077 2251 883 667 40 176 269 -165 -104 9490 6274 975 2241 40207 40207 3793 3793 11650 9694 1470 486 1000 1000 12046 6486 885 4675 29953 5300 1952 22701 19907 13716 1782 4409 9983 9626 357 2224 1533 199 492 3664 2365 393 906 201 201 293810 164386 65152 64272 251434 152049 44500 31500 14222 4624 2455 2455 0 0 363689 414539 673845 602712 12251 13096 284895 251099 297146 264195 X 376699 338517 376699 338517 673845 602712 -74162 35980 0 X X 0 1 X 1 0 X X 1 SELECTED INDEPENDENT FUNERAL HOMES 361525780 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B THE ORGANIZATION MAKES THE ANNUAL CALCULATION TO DETERMINE THAT THE SUPPORTED ORGANIZATION SATISFIES THE PUBLIC SUPPORT TESTS. PART IV, SECTION A, LINE 3C THE ORGANIZATION ANNUALLY REVIEWS THE ACTIVITY OF THE SUPPORTED ORGANIZATION TO ENSURE THAT SUCH SUPPORT IS USED SOLELY FOR CHARITABLE PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2455 2455 0 0 DUE TO RELATED ORGANIZATION 251099 251099 251835 35980 35980 215855 3793 3793 219648 290017 0 290017 3793 3793 293810 VIRTUAL SILENT AUCTION 68211 68211 7905 13552 3066 JOB FAIR 15544 15544 83755 83755 7905 13552 3066 24523 59232 1 SCHOLARSHIPS 10 37580 PART I, LINE 2: THE TRUSTEES CAREFULLY REVIEW ALL REQUESTS FOR ASSISTANCE PRIOR TO ITS APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS THAT HAVE SATISFIED THE BOARD'S DUE DILIGENCE. THE ORGANIZATION PERFORMS NO SUBSEQUENT MONITORING AFTER THE ASSISTANCE IS DISBURSED. ALL RECORDS REGARDING THE DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE OFFICE OF THE ORGANIZATION. X 1 1 X X 0 0 0 0 0 0 0 0 0 ROBERT PATERKIEWICZ ADMINISTRATIVE TRUSTEE 0 226165 0 24000 0 0 0 10007 0 60911 0 321083 0 0 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 IDENTIFIED 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, LINE 3 THE BOARD OF DIRECTORS OF SELECTED INDEPENDENT FUNERAL HOMES DETERMINES THE COMPENSATION OF ITS EXECUTIVE DIRECTOR, WHO ALSO ACTS AS THE ADMINISTRATIVE TRUSTEE OF THE SELECTED INDEPENDENT FUNERAL HOMES EDUCATIONAL TRUST. FORM 990, PART V, ITEMS 2A AND 2B THE TRUST UTILIZES THE SERVICES OF A COMMON PAYMASTER, SELECTED INDEPENDENT FUNERAL HOMES, EIN 36-1525780. THE COMMON PAYMASTER FILES ALL REQUIRED FEDERAL AND STATE EMPLOYMENT TAX RETURNS ON BEHALF OF THE TRUST. THE NUMBER OF W-2S REPORTED HEREIN IS THE NUMBER THAT WOULD HAVE BEEN REPORTED BY THE TRUST HAD IT NOT USED THE SERVICES OF A COMMON PAYMASTER. FORM 990, PART VI, SECTION A, LINE 7A THE TRUST SHALL BE ADMINISTERED BY A GOVERNING BOARD OF TRUSTEES. AT ALL TIMES, THE ADMINISTRATIVE TRUSTEE SHALL BE THE EXECUTIVE DIRECTOR. THE PRESIDENT OF SELECTED INDEPENDENT FUNERAL HOMES APPOINTS ALL TRUSTEES. THE BOARD OF DIRECTORS OF SELECTED INDEPENDENT FUNERAL HOMES MAY TERMINATE FOR CAUSE THE APPOINTMENT OF ANY TRUSTEE. FORM 990, PART VI, SECTION A, LINE 7B THE TRUSTEES HAVE FULL AUTHORITY TO GOVERN THE EDUCATIONAL TRUST OTHER THAN AMENDMENTS TO THE TRUST AGREEMENT. CHANGES TO THE TRUST AGREEMENT CAN ONLY BE MADE BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF SELECTED INDEPENDENT FUNERAL HOMES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES AUTHORIZES THE SITTING ADMINISTRATIVE TRUSTEE TO REVIEW THE 990 PRIOR TO ITS FILING ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE TRUST'S CONFLICT OF INTEREST POLICY IS PROVIDED TO THE BOARD OF TRUSTEES AND EXPLAINED. AT EACH MEETING OF THE BOARD THE TRUSTEES ARE ASKED TO IDENTIFY ANY CONFLICTS THEY MAY HAVE IN ACCORDANCE WITH THE MEETING AGENDA OR OTHERWISE. FORM 990, PART VI, SECTION C, LINE 19 ALL MATERIALS REFERENCED ARE HOUSED AT THE HEADQUARTERS OFFICE. ANY PUBLIC REQUEST TO VIEW THE DOCUMENTS IS GRANTED ACCESS TO THESE MATERIALS AT THE HEADQUARTERS OFFICE. FORM 990, PART XII, LINE 2C: PROCESS NOT CHANGED SELECTED INDEPENDENT FUNERAL HOMES ONE OVERLOOK POINT NO 530 LINCOLNSHIRE IL 60069 361525780 INDEPENDENT FUNERAL HOME DIRECTOR MEMBERSHIP ASSOCIATION IL 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 SELECTED INDEPENDENT FUNERAL HOMES O 111478 TIME AND EFFORT RECORDS SELECTED INDEPENDENT FUNERAL HOMES P 8857 ACTUAL AMOUNTS REIMBURSED SELECTED INDEPENDENT FUNERAL HOMES N 43702 ACTUAL AMOUNTS INCURRED SELECTED INDEPENDENT FUNERAL HOMES R 14476 ACTUAL AMOUNT SELECTED INDEPENDENT FUNERAL HOMES S 23846 ACTUAL AMOUNT