ANABAPTIST FINANCIAL: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ANABAPTIST FINANCIAL (EIN 32-0158554)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-08-31
IRS object ID
201822439349301162
Schema version
2017v2.2
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)
Return2018-08-31T17:05:31-04:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-08-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A PAYNE CPAPreparerPersonNm
PTINP00057582PTIN
Phone8648821937PhoneNum
Preparation2018-08-31PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPaul A MillerPrincipalOfficerNm
Gross Receipts$14,851,334GrossReceiptsAmt
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 Independent7VotingMembersIndependentCnt
Total Employee26TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$11,773,822PYProgramServiceRevenueAmt
CY Program Service Revenue$14,741,087CYProgramServiceRevenueAmt
PY Investment Income$13,578PYInvestmentIncomeAmt
CY Investment Income$45,863CYInvestmentIncomeAmt
PY Other Revenue$90,049PYOtherRevenueAmt
CY Other Revenue$64,384CYOtherRevenueAmt
PY Total Revenue$11,877,449PYTotalRevenueAmt
CY Total Revenue$14,851,334CYTotalRevenueAmt
PY Grants And Similar Paid$39,356PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$274,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$666,237PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$903,101CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$27,607CYTotalFundraisingExpenseAmt
PY Other Expenses$9,117,885PYOtherExpensesAmt
CY Other Expenses$11,804,541CYOtherExpensesAmt
PY Total Expenses$9,823,478PYTotalExpensesAmt
CY Total Expenses$12,981,642CYTotalExpensesAmt
PY Revenues Less Expenses$2,053,971PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,869,692CYRevenuesLessExpensesAmt
Total Assets BOY$343,549,139TotalAssetsBOYAmt
Total Assets EOY$413,013,525TotalAssetsEOYAmt
Total Liabilities BOY$337,502,867TotalLiabilitiesBOYAmt
Total Liabilities EOY$405,097,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,046,272NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,915,964NetAssetsOrFundBalancesEOYAmt
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$12,102,826ExpenseAmt
Revenue$14,805,471RevenueAmt
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 2,018outstanding loans in its loan portfolio, totaling loan receivables of $382,428,296, 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$274,000ExpenseAmt
Grant$274,000GrantAmt
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$12,376,826TotalProgramServiceExpensesAmt
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 Document4988IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee26EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
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
Dennis Martin
Chairman1.000.50Yes (X)$0$0$0
Dwayne Borkholder
Secretary1.000.50Yes (X)$0$0$0
Richard Hoover
Vice Chairman1.000.50Yes (X)$0$0$0
Jacob R Stoltzfus
At large1.000.50Yes (X)$0$0$0
Amos Hurst Jr
At large1.000.50Yes (X)$0$0$0
Joel M Martin
At large1.000.50Yes (X)$0$0$0
Ben A Stoltzfus
At large1.000.50Yes (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
At large1.000.50Yes (X)$0$0$0
Merle Herr
Business Resource Officer2.2533.37$7,968$74,515$2,475Yes (X)
Richie Lauer
Foundation Officer3.5634.52$7,894$80,526$2,653Yes (X)
Tim R Stoltzfus
Operations Officer34.883.58$80,485$8,265$2,663Yes (X)
Tim Thomas
Financial Officer35.622.85$89,375$7,125$2,895Yes (X)
Paul A Miller
Executive Officer28.2310.23$66,455$24,545$2,730Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$252,177TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$194,976TotReportableCompRltdOrgAmt
Total Other Compensation$13,416TotalOtherCompensationAmt
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$295,030$295,030
Loan program interest900099$14,305,532$14,305,532
Commitment fees900099$62,487$62,487
Other program fees900099$78,038$78,038
FieldValueIRS element (for citing)
Total Program Service Revenue$14,741,087TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,863TotalRevenueColumnAmt
Exclusion$45,863ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescInterest from offrdqpsDesc
Business900099BusinessCd
Total Revenue Column$64,384TotalRevenueColumnAmt
Related Or Exempt Func Income$64,384RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$64,384OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,851,334TotalRevenueColumnAmt
Related Or Exempt Func Income$14,805,471RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,863ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$274,000TotalAmt
Program Services$274,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$280,696TotalAmt
Program Services$167,181ProgramServicesAmt
Management And General$112,995ManagementAndGeneralAmt
Fundraising$520FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$21,031TotalAmt
Program Services$19,475ProgramServicesAmt
Management And General$1,556ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$526,508TotalAmt
Program Services$310,285ProgramServicesAmt
Management And General$212,779ManagementAndGeneralAmt
Fundraising$3,444FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,972TotalAmt
Program Services$5,983ProgramServicesAmt
Management And General$3,895ManagementAndGeneralAmt
Fundraising$94FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$64,894TotalAmt
Program Services$38,937ProgramServicesAmt
Management And General$25,633ManagementAndGeneralAmt
Fundraising$324FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,016TotalAmt
Management And General$37,016ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,786TotalAmt
Management And General$24,786ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,762TotalAmt
Program Services$3,562ProgramServicesAmt
Management And General$6,200ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$30,853TotalAmt
Program Services$10,790ProgramServicesAmt
Fundraising$20,063FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$103,633TotalAmt
Program Services$65,199ProgramServicesAmt
Management And General$35,866ManagementAndGeneralAmt
Fundraising$2,568FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$128,072TotalAmt
Program Services$64,396ProgramServicesAmt
Management And General$63,082ManagementAndGeneralAmt
Fundraising$594FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$40,405TotalAmt
Program Services$24,243ProgramServicesAmt
Management And General$16,162ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,281TotalAmt
Program Services$13,952ProgramServicesAmt
Management And General$23,329ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$11,188,467TotalAmt
Program Services$11,188,467ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,990TotalAmt
Program Services$10,995ProgramServicesAmt
Management And General$10,995ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,237TotalAmt
Program Services$4,342ProgramServicesAmt
Management And General$2,895ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Filing and search fees$34,987$34,987
Provision for loan losses$140,000$140,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$52TotalAmt
Program Services$32ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,981,642TotalAmt
Program Services$12,376,826ProgramServicesAmt
Management And General$577,209ManagementAndGeneralAmt
Fundraising$27,607FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$360,464BOYAmt
EOY$5,956,497EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,145,156BOYAmt
EOY$23,033,375EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,541BOYAmt
EOY$17,518EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$15,150BOYAmt
EOY$100,028EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$1,917,213BOYAmt
EOY$2,118,773EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$322,683,401BOYAmt
EOY$380,209,495EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,325BOYAmt
EOY$1,325EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$86,086LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$40,597LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$54,873BOYAmt
EOY$45,489EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,349,016BOYAmt
EOY$1,531,025EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$343,549,139BOYAmt
EOY$413,013,525EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,987BOYAmt
EOY$80,216EOYAmt

Grants Payable GrantsPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$337,459,880BOYAmt
EOY$404,887,345EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$337,502,867BOYAmt
EOY$405,097,561EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,046,272BOYAmt
EOY$7,915,964EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,046,272BOYAmt
EOY$7,915,964EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$343,549,139BOYAmt
EOY$413,013,525EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,869,692ReconcilationRevenueExpnssAmt
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$2,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,500CurrentTaxYearMinus3YearsAmt
Total$4,500TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,375,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,000,026CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,911,132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,863,871CurrentTaxYearMinus1YearAmt
Current Tax Year$14,805,471CurrentTaxYearAmt
Total$50,956,095TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,377,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,002,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,911,132CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,863,871CurrentTaxYearMinus1YearAmt
Current Tax Year$14,805,471CurrentTaxYearAmt
Total$50,960,595TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,694CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$87,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,049CurrentTaxYearMinus1YearAmt
Current Tax Year$64,384CurrentTaxYearAmt
Total$413,628TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,515CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,881CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,442CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,634CurrentTaxYearMinus1YearAmt
Current Tax Year$22,167CurrentTaxYearAmt
Total$278,639TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$189,209CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$120,260CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134,683CurrentTaxYearMinus1YearAmt
Current Tax Year$86,551CurrentTaxYearAmt
Total$692,267TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$50,268,328PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,518CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,578CurrentTaxYearMinus1YearAmt
Current Tax Year$45,863CurrentTaxYearAmt
Total$150,475TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,518CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,578CurrentTaxYearMinus1YearAmt
Current Tax Year$45,863CurrentTaxYearAmt
Total$150,475TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,424,113CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,034,165CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,924,009CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,877,449CurrentTaxYearMinus1YearAmt
Current Tax Year$14,851,334CurrentTaxYearAmt
Total$51,111,070TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98350PublicSupportCY509Pct
Public Support PY5090.97800PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.97000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$73,479OtherCostOrOtherBasisAmt
Depreciation$40,597DepreciationAmt
Book Value$32,882BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,607OtherCostOrOtherBasisAmt
Book Value$12,607BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,489TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescInterest ReceivableDesc
Book Value$1,531,025BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,531,025TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Investment agreements payable$386,847,006
Demand loan - Anabaptist Foundation$18,040,339
FieldValueIRS element (for citing)
Total Liability$404,887,345TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,851,334TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$14,851,334RevenueSubtotalAmt
Total Revenue Per Form990$14,851,334TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,981,642TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$12,981,642ExpensesSubtotalAmt
Total Expenses Per Form990$12,981,642TotalExpensesPerForm990Amt

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, 2018 and 2017. Years ending on or after June 30, 2015 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$274,000CashGrantAmt
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 (10 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
Richie Lauer
OfficerBusinessYes (X)$68,000$56,163falseYes (true)Yes (true)
Timothy R Stoltzfus
OfficerHome mortgageYes (X)$90,000$43,865falseYes (true)Yes (true)
John R Stoltzfus
Son of board memberHome mortgageYes (X)$180,000$174,239falseYes (true)Yes (true)
Siegrist Realty
Board member businesBusiness real estateYes (X)$892,380$816,369falseYes (true)Yes (true)
Siegrist Realty LLC
Board member businesReal estateYes (X)$150,000$150,000falseYes (true)Yes (true)
Siegrist Realty LLC
Board member businesReal estateYes (X)$134,000$128,112falseYes (true)Yes (true)
Riley Weaver
Officer son-in-lawHome mortgageYes (X)$14,400$13,629falseYes (true)Yes (true)
Glenn Lydia Stoltzfus
Son of board memberHome mortgageYes (X)$180,000$179,867falseYes (true)Yes (true)
Panhandle Door Inc
Brd mem brth businesBusiness loanYes (X)$650,000$642,533falseYes (true)Yes (true)
Benjamin A Mast
Son of board memberBusiness loanYes (X)$24,378$14,024falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$2,218,801TotalBalanceDueAmt

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$15,081TransactionAmt
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 ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
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 OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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