ANABAPTIST FINANCIAL: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ANABAPTIST FINANCIAL (EIN 32-0158554)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-05
IRS object ID
201912789349300701
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-05T10:32:51-04:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570772152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAYNE WHITE AND SCHMUTZ CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1114 WN 1ST STREETAddressLine1Txt
CitySENECACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29678ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320158554EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anabaptist FinancialBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANABBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11245 Old Route 15AddressLine1Txt
CityNew ColumbiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17856ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTim R StoltzfusPersonNm
Person TitleOperations OffiPersonTitleTxt
Phone8006539817PhoneNum
Signature2019-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A PAYNE CPAPreparerPersonNm
PTINP00057582PTIN
Phone8648821937PhoneNum
Preparation2019-10-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.13.105.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-05IPDt
IP Tm11:01:01IPTm
Federal Original Submission Id5737242019278bf11yevFederalOriginalSubmissionId
Federal Original Submission Id2019-10-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBA4239260CAB996F7AD22C5C21DD23FD80913C34AtSubmissionCreationDeviceId
At Submission Filing Device IdBA4239260CAB996F7AD22C5C21DD23FD80913C34AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPaul A MillerPrincipalOfficerNm
Gross Receipts$19,728,338GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.afweb.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionAnabaptist Financial has been established to advance conservative Amish, Mennonite, and Brethen (Anabaptists) religious beliefs, cultural traditions and lifestyles. Anabaptist Financial was created to generate a source of funds for making (continued)ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee30TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$14,741,087PYProgramServiceRevenueAmt
CY Program Service Revenue$19,028,915CYProgramServiceRevenueAmt
PY Investment Income$45,863PYInvestmentIncomeAmt
CY Investment Income$568,843CYInvestmentIncomeAmt
PY Other Revenue$64,384PYOtherRevenueAmt
CY Other Revenue$130,580CYOtherRevenueAmt
PY Total Revenue$14,851,334PYTotalRevenueAmt
CY Total Revenue$19,728,338CYTotalRevenueAmt
PY Grants And Similar Paid$274,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$259,492CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$903,101PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$997,802CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$34,770CYTotalFundraisingExpenseAmt
PY Other Expenses$11,804,541PYOtherExpensesAmt
CY Other Expenses$16,599,313CYOtherExpensesAmt
PY Total Expenses$12,981,642PYTotalExpensesAmt
CY Total Expenses$17,856,607CYTotalExpensesAmt
PY Revenues Less Expenses$1,869,692PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,871,731CYRevenuesLessExpensesAmt
Total Assets BOY$413,013,525TotalAssetsBOYAmt
Total Assets EOY$472,531,391TotalAssetsEOYAmt
Total Liabilities BOY$405,097,561TotalLiabilitiesBOYAmt
Total Liabilities EOY$462,743,696TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,915,964NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,787,695NetAssetsOrFundBalancesEOYAmt
MissionAnabaptist Financial has been established to advance conservative Amish, Mennonite, and Brethen (Anabaptists) religious beliefs, cultural traditions and lifestyles. Anabaptist Financial was created to generate a source of funds for making (continued)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$16,819,756ExpenseAmt
Revenue$19,159,495RevenueAmt
DescLoan Program: AF makes loans to Anabaptist individuals, businesses, and charitable organizations. Loans include business real estate, business operating, and home mortgages. As of its current year end, AF had 2,226outstanding loans in its loan portfolio, totaling loan receivables of $417,243,790, net of a loan loss reserve of $1,381,002. These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$259,492ExpenseAmt
Grant$259,492GrantAmt
DescGrants and Assistance Program: AF makes limited grants to other charitable organizations that are exempt under section 501(c)(3) of the Internal Revenue Code. During the current year, AF gave support to one organization.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$17,079,248TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5999IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee30EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTim R StoltzfusPersonNm
Phone8006539817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11245 Old Route 15AddressLine1Txt
CityNew ColumbiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17856ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Kenneth Burkholder
At large1.000.50Yes (X)$0$0$0
Andrew Zimmerman
At large1.000.50Yes (X)$0$0$0
Richard Hoover
Chairman1.000.50Yes (X)$0$0$0
Jacob R Stoltzfus
At large1.000.50Yes (X)$0$0$0
Amos Hurst Jr
Treasurer1.000.50Yes (X)$0$0$0
Joel M Martin
At large1.000.50Yes (X)$0$0$0
Ben A Stoltzfus
Vice Chariman1.000.50Yes (X)$0$0$0
Wayne Keim
At large1.000.50Yes (X)$0$0$0
Marvin Mast
At large1.000.50Yes (X)$0$0$0
Nathan J Siegrist
Secretary1.000.50Yes (X)$0$0$0
Merle Herr
Business Resource Officer2.0431.81$4,858$76,112$2,227Yes (X)
Richie Lauer
Foundation Officer0.0038.46$0$92,750$2,783Yes (X)
Tim R Stoltzfus
Operations Officer38.460.00$91,500$0$2,745Yes (X)
Tim Thomas
Financial Officer38.460.00$100,000$0$2,895Yes (X)
Paul A Miller
Executive Officer33.678.69$84,175$21,725$3,177Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$280,533TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$190,587TotReportableCompRltdOrgAmt
Total Other Compensation$13,827TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Loan origination fees900099$378,212$378,212
Loan program interest900099$18,490,942$18,490,942
Commitment fees900099$76,327$76,327
Other program fees900099$83,434$83,434
FieldValueIRS element (for citing)
Total Program Service Revenue$19,028,915TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$568,843TotalRevenueColumnAmt
Exclusion$568,843ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescInterest from offrdqpsDesc
Business900099BusinessCd
Total Revenue Column$130,580TotalRevenueColumnAmt
Related Or Exempt Func Income$130,580RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$130,580OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,728,338TotalRevenueColumnAmt
Related Or Exempt Func Income$19,159,495RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$568,843ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$259,492TotalAmt
Program Services$259,492ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$304,227TotalAmt
Program Services$182,536ProgramServicesAmt
Management And General$120,170ManagementAndGeneralAmt
Fundraising$1,521FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$32,690TotalAmt
Program Services$19,614ProgramServicesAmt
Management And General$12,913ManagementAndGeneralAmt
Fundraising$163FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$582,658TotalAmt
Program Services$349,595ProgramServicesAmt
Management And General$230,425ManagementAndGeneralAmt
Fundraising$2,638FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,448TotalAmt
Program Services$5,069ProgramServicesAmt
Management And General$3,337ManagementAndGeneralAmt
Fundraising$42FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$69,779TotalAmt
Program Services$41,867ProgramServicesAmt
Management And General$27,563ManagementAndGeneralAmt
Fundraising$349FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$122,297TotalAmt
Management And General$122,297ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,332TotalAmt
Management And General$25,332ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$10,361TotalAmt
Program Services$6,417ProgramServicesAmt
Management And General$3,944ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$45,273TotalAmt
Program Services$19,772ProgramServicesAmt
Fundraising$25,501FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$104,393TotalAmt
Program Services$66,425ProgramServicesAmt
Management And General$33,502ManagementAndGeneralAmt
Fundraising$4,466FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$171,355TotalAmt
Program Services$86,119ProgramServicesAmt
Management And General$85,146ManagementAndGeneralAmt
Fundraising$90FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,109TotalAmt
Program Services$49,265ProgramServicesAmt
Management And General$32,844ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$39,872TotalAmt
Program Services$11,902ProgramServicesAmt
Management And General$27,970ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,793,281TotalAmt
Program Services$15,793,281ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,274TotalAmt
Program Services$10,137ProgramServicesAmt
Management And General$10,137ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,751TotalAmt
Program Services$9,451ProgramServicesAmt
Management And General$6,300ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Filing and search fees$34,434$34,434
Provision for loan losses$132,808$132,808

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,773TotalAmt
Program Services$1,064ProgramServicesAmt
Management And General$709ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,856,607TotalAmt
Program Services$17,079,248ProgramServicesAmt
Management And General$742,589ManagementAndGeneralAmt
Fundraising$34,770FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,956,497BOYAmt
EOY$6,145,858EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,033,375BOYAmt
EOY$36,155,475EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,518BOYAmt
EOY$22,983EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$100,028BOYAmt
EOY$168,541EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$2,118,773BOYAmt
EOY$2,233,260EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$380,209,495BOYAmt
EOY$413,328,179EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,325BOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,376,961LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$60,871LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$45,489BOYAmt
EOY$2,316,090EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$10,198,285EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,531,025BOYAmt
EOY$1,962,720EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$413,013,525BOYAmt
EOY$472,531,391EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,216BOYAmt
EOY$40,664EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$130,000BOYAmt
EOY$130,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$404,887,345BOYAmt
EOY$462,573,032EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$405,097,561BOYAmt
EOY$462,743,696EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,915,964BOYAmt
EOY$9,787,695EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,915,964BOYAmt
EOY$9,787,695EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$413,013,525BOYAmt
EOY$472,531,391EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,871,731ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,500CurrentTaxYearMinus4YearsAmt
Total$2,500TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,000,026CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,911,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,863,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,805,471CurrentTaxYearMinus1YearAmt
Current Tax Year$19,159,495CurrentTaxYearAmt
Total$63,739,995TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,002,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,911,132CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,863,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,805,471CurrentTaxYearMinus1YearAmt
Current Tax Year$19,159,495CurrentTaxYearAmt
Total$63,742,495TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$70,818CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,384CurrentTaxYearMinus1YearAmt
Current Tax Year$130,580CurrentTaxYearAmt
Total$443,514TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,881CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,442CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,634CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,167CurrentTaxYearMinus1YearAmt
Total$190,124TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$161,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$134,683CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,551CurrentTaxYearMinus1YearAmt
Current Tax Year$130,580CurrentTaxYearAmt
Total$633,638TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$63,108,857PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,877CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,863CurrentTaxYearMinus1YearAmt
Current Tax Year$568,843CurrentTaxYearAmt
Total$672,800TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,877CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,863CurrentTaxYearMinus1YearAmt
Current Tax Year$568,843CurrentTaxYearAmt
Total$672,800TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,034,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,924,009CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,877,449CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,851,334CurrentTaxYearMinus1YearAmt
Current Tax Year$19,728,338CurrentTaxYearAmt
Total$64,415,295TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97970PublicSupportCY509Pct
Public Support PY5090.98350PublicSupportPY509Pct
Investment Income CY0.01000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$641,198OtherCostOrOtherBasisAmt
Book Value$641,198BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,479OtherCostOrOtherBasisAmt
Depreciation$60,871DepreciationAmt
Book Value$12,608BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,662,284OtherCostOrOtherBasisAmt
Book Value$1,662,284BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,316,090TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescInterest ReceivableDesc
Book Value$1,962,720BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,962,720TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Investment agreements payable$446,573,032
Demand loan - Anabaptist Foundation$16,000,000
FieldValueIRS element (for citing)
Total Liability$462,573,032TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,728,338TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$19,728,338RevenueSubtotalAmt
Total Revenue Per Form990$19,728,338TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,856,607TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$17,856,607ExpensesSubtotalAmt
Total Expenses Per Form990$17,856,607TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFootnote for uncertain tax position under FIN 48 (Part X)FormAndLineReferenceDesc
ExplanationAF has adopted accounting principles related to accounting for uncertainty in income tax positions. AFs policy is to record a liability for any tax position taken that is beneficial to AF, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Penalties and interest related to underpayment of income taxes are not recorded as income taxes but as penalties and interest expense. Management has determined that it does not have any material unrecognized tax benefits or obligations as June 30, 2019 and 2018. Years ending on or after June 30, 2016 remain subject to examination by federal and state authorities.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Stewardship ResourcesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11245 Old Route 15AddressLine1Txt
CityNew ColumbiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17856ZIPCd
FieldValueIRS element (for citing)
Recipient EIN770688163RecipientEIN
IRC Section501c3IRCSectionDesc
Cash Grant$259,492CashGrantAmt
Purpose Of GrantOperationsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationManagement evaluates the need of assistance prior to making a decision to fund a grant to a charitable organization. This evaluation includes reviewing the financial operations of the organization to establish the level of assistance granted.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (12 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Timothy R Stoltzfus
OfficerHome mortgageYes (X)$90,000$38,352falseYes (true)Yes (true)
Richard J Lauer
OfficerBusinessYes (X)$68,000$42,458falseYes (true)Yes (true)
John R Stoltzfus
Son of board memberHome mortgageYes (X)$180,000$169,140falseYes (true)Yes (true)
Siegrist Realty
Board member businesBusiness real estateYes (X)$892,380$784,984falseYes (true)Yes (true)
Siegrist Realty LLC
Board member businesReal estateYes (X)$150,000$149,980falseYes (true)Yes (true)
Siegrist Realty LLC
Board member businesReal estateYes (X)$134,000$123,739falseYes (true)Yes (true)
Riley Weaver
Officer son-in-lawHome mortgageYes (X)$14,400$12,431falseYes (true)Yes (true)
Glenn Lydia Stoltzfus
Son of board memberHome mortgageYes (X)$180,000$175,835falseYes (true)Yes (true)
Panhandle Door Inc
Brd mem brth businesBusiness loanYes (X)$650,000$590,160falseYes (true)Yes (true)
Benjamin A Mast
Son of board memberBusiness loanYes (X)$24,378$12,321falseYes (true)Yes (true)
Goods Store Limited Partnership
Board member businesBusiness loanYes (X)$331,000$214,670falseYes (true)Yes (true)
Kenneth N Burkholder
Board memberBusiness loanYes (X)$160,000$87,731falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$2,401,801TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonFriedrich B StoltzfusPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSon of officerRelationshipDescriptionTxt
Transaction$29,597TransactionAmt
TransactionCompensationTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11AFs senior management review Form 990 for accuracy prior to its filing with the IRS.
Conflict of interest policy compliance Part VI line 12cThe governing board is charged with the responsibility of monitoring compliance with AFs conflict of interest policy. Board members must affirm that they have received a copy of the policy, that they understand the policy, that they agree to comply with the policy, and that must always act in the best interest of the organization. A complete copy of the policy may be acquired by contacting the organizations business office.
CEO executive director top management comp Part VI line 15aThe compensation of the Executive Director is reviewed annually by the governing board. Comparative and other data is used to determine the proposed level of compensation. The governing board approves the compensation arrangements which is documented in the board minutes.
Other officer or key employee compensation Part VI line 15bCompensation is determined for Financials other officers follow the same procedures as described for Financials Executive Director.
Governing documents etc available to public Part VI line 19Anabaptist Financial includes its financial statments in its annual registration statement with the Pennsylvania Securities Commission. Copies of financial statements and other governing documents are also available upon request. These documents may also be inspected at Financials business office located in New Columbia, PA during normal business hours.
General explanation attachmentPart I and III, Line 1 (continuation):low interest loans to Anabaptists to further the goals of preserving the Anabaptist religion and way of life.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
Anabaptist Foundation
1245 Old Route 15New ColumbiaPA17856753187397Assistance to public charitiesPA501c37N/Afalse
Stewarship Resources
1245 Old Route 15New ColumbiaPA17856770688163Educational programsPA501c37N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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