ANABAPTIST FINANCIAL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANABAPTIST FINANCIAL (EIN 32-0158554)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-09-22
- IRS object ID
- 201432659349300413
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-22T11:14:22-04:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570772152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BYERLEY PAYNE AND WHITE CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST NORTH FIRST STREET | AddressLine1 |
| City | SENECA | City |
| State | SC | State |
| ZIP Code | 29678 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320158554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anabaptist Financial | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANAB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim Stoltzfus | PersonNm |
| Person Title | Operations Offi | PersonTitleTxt |
| Phone | 8006539817 | PhoneNum |
| Signature | 2014-08-20 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A PAYNE CPA | PreparerPersonNm |
| PTIN | P00057582 | PTIN |
| Phone | 8648821937 | PhoneNum |
| Preparation | 2014-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Merle Herr | PrincipalOfficerNm |
| Gross Receipts | $6,424,113 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.afweb.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Anabaptist 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 Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,050 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,450,704 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,274,901 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,518 | CYInvestmentIncomeAmt |
| PY Other Revenue | $126,414 | PYOtherRevenueAmt |
| CY Other Revenue | $100,694 | CYOtherRevenueAmt |
| PY Total Revenue | $5,672,020 | PYTotalRevenueAmt |
| CY Total Revenue | $6,424,113 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $370,281 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $361,140 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,531 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,904,488 | PYOtherExpensesAmt |
| CY Other Expenses | $5,401,462 | CYOtherExpensesAmt |
| PY Total Expenses | $5,274,769 | PYTotalExpensesAmt |
| CY Total Expenses | $5,762,602 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $397,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $661,511 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $150,679,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,072,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $149,736,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,468,322 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $942,776 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,604,287 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Anabaptist 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,476,094 | ExpenseAmt |
| Revenue | $6,375,595 | RevenueAmt |
| Desc | Loan 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 849outstanding loans in its loan portfolio, totaling loan receivables of $174,823,339. These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles. | Desc |
| Total Program Service Expenses | $5,476,094 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2492 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tim R Stoltzfus | PersonNm |
| Phone | 8006539817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Kenneth N Burkholder | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dennis Martin | |||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Shank | |||||||
| Board Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $7,852 | $0 | |
| Dwayne Borkholder | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Richard Hoover | |||||||
| At large | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David G Martin | |||||||
| At large | 1.00 | 0.00 | Yes (X) | $0 | $2,074 | $0 | |
| John D Stoltzfus | |||||||
| At large | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Amos Hurst Jr | |||||||
| At large | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joel M Martin | |||||||
| At large | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ben A Stoltzfus | |||||||
| At large | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Merle Herr | |||||||
| Executive Officer | 14.00 | 0.00 | $27,553 | $30,306 | $1,646 | Yes (X) | |
| Richie Lauer | |||||||
| Foundation Officer | 7.00 | 0.00 | $14,563 | $57,408 | $2,069 | Yes (X) | |
| Tim R Stoltzfus | |||||||
| Operations Officer | 28.00 | 0.00 | $51,130 | $20,867 | $2,070 | Yes (X) | |
| Tim Thomas | |||||||
| Financial Officer | 29.00 | 0.00 | $60,186 | $16,535 | $2,212 | Yes (X) | |
| Paul A Miller | |||||||
| Resource Officer | 19.00 | 0.00 | $35,569 | $26,812 | $1,081 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $189,001 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $161,854 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,078 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $2,000 | AllOtherContributionsAmt |
| Total Contributions | $2,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Loan origination fees | 900099 | $153,889 | $153,889 |
| Loan program interest | 900099 | $6,069,918 | $6,069,918 |
| Commitment fees | 900099 | $9,595 | $9,595 |
| Other program fees | 900099 | $41,499 | $41,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,274,901 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,518 | TotalRevenueColumnAmt |
| Exclusion | $46,518 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest from offrdqps | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $100,694 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $100,694 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100,694 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,424,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,375,595 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,518 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,483 | TotalAmt |
| Program Services | $93,856 | ProgramServicesAmt |
| Management And General | $89,648 | ManagementAndGeneralAmt |
| Fundraising | $4,979 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,760 | TotalAmt |
| Program Services | $2,856 | ProgramServicesAmt |
| Management And General | $1,904 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,771 | TotalAmt |
| Program Services | $79,663 | ProgramServicesAmt |
| Management And General | $53,108 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,986 | TotalAmt |
| Program Services | $2,392 | ProgramServicesAmt |
| Management And General | $1,594 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,140 | TotalAmt |
| Program Services | $18,684 | ProgramServicesAmt |
| Management And General | $12,456 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,843 | TotalAmt |
| Management And General | $35,843 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,369 | TotalAmt |
| Management And General | $22,369 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,282 | TotalAmt |
| Program Services | $5,089 | ProgramServicesAmt |
| Management And General | $1,193 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,372 | TotalAmt |
| Program Services | $7,186 | ProgramServicesAmt |
| Fundraising | $7,186 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,077 | TotalAmt |
| Program Services | $35,063 | ProgramServicesAmt |
| Management And General | $18,252 | ManagementAndGeneralAmt |
| Fundraising | $1,762 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,358 | TotalAmt |
| Program Services | $8,994 | ProgramServicesAmt |
| Management And General | $2,760 | ManagementAndGeneralAmt |
| Fundraising | $5,604 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,030 | TotalAmt |
| Program Services | $19,818 | ProgramServicesAmt |
| Management And General | $13,212 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,697 | TotalAmt |
| Program Services | $7,053 | ProgramServicesAmt |
| Management And General | $10,644 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $6,000 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,889,284 | TotalAmt |
| Program Services | $4,889,284 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872 | TotalAmt |
| Program Services | $936 | ProgramServicesAmt |
| Management And General | $936 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431 | TotalAmt |
| Program Services | $1,459 | ProgramServicesAmt |
| Management And General | $972 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Provision for loan losses | $273,456 | $273,456 |
| Filing and search fees | $21,176 | $21,176 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,215 | TotalAmt |
| Program Services | $3,129 | ProgramServicesAmt |
| Management And General | $2,086 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,762,602 | TotalAmt |
| Program Services | $5,476,094 | ProgramServicesAmt |
| Management And General | $266,977 | ManagementAndGeneralAmt |
| Fundraising | $19,531 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,408,582 | BOYAmt |
| EOY | $1,688,730 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,106,997 | BOYAmt |
| EOY | $13,138,513 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,323 | BOYAmt |
| EOY | $55,560 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,927 | BOYAmt |
| EOY | $108,673 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,373,148 | BOYAmt |
| EOY | $2,240,694 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,065,442 | BOYAmt |
| EOY | $171,206,839 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $744 | BOYAmt |
| EOY | $744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,206 | BOYAmt |
| EOY | $7,334 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,185 | BOYAmt |
| EOY | $625,522 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,679,554 | BOYAmt |
| EOY | $189,072,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,454 | BOYAmt |
| EOY | $31,445 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,707,324 | BOYAmt |
| EOY | $187,436,877 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,736,778 | BOYAmt |
| EOY | $187,468,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,776 | BOYAmt |
| EOY | $1,604,287 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,776 | BOYAmt |
| EOY | $1,604,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,679,554 | BOYAmt |
| EOY | $189,072,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $661,511 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $90,755 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,217,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,470,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,582,303 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,531,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,375,595 | CurrentTaxYearAmt |
| Total | $22,177,265 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,239,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,495,451 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,594,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,561,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,377,595 | CurrentTaxYearAmt |
| Total | $22,268,020 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,109 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,522 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,694 | CurrentTaxYearAmt |
| Total | $462,407 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,812 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,515 | CurrentTaxYearAmt |
| Total | $259,862 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $215,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $189,209 | CurrentTaxYearAmt |
| Total | $722,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,545,751 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,518 | CurrentTaxYearAmt |
| Total | $236,589 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,852 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,518 | CurrentTaxYearAmt |
| Total | $236,589 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,970 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,246 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,961 | CurrentTaxYearMinus1YearAmt |
| Total | $121,162 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,293,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,557,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,679,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,672,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,424,113 | CurrentTaxYearAmt |
| Total | $22,625,771 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93100 | PublicSupportPY509Pct |
| Investment Income CY | 0.01050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01270 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other income (Part II, line 10 or Part III, line 12) | FormAndLineReferenceDesc |
| Explanation | Detail of Other Income:Office service fees $121,162 | ExplanationTxt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,028 | DepreciationAmt |
| Book Value | $7,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,334 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Receivable | Desc |
| Book Value | $625,522 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $625,522 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Investment Agreements Payable | $187,429,063 |
| Deferred Committment Fees | $7,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,436,877 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,424,113 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $6,424,113 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $6,424,113 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,762,602 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,762,602 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,762,602 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | AF has adopted accounting principles related to accounting for uncertainty in income tax posititons. AF's 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 than likely than not the position taken by management with respect to a transaction or class or 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. Managment believes there are no such positions for either the current year or prior years and, accordingly, no liability has been accrued. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| Dwayne Borkholder | |||||||
| Board member | Business | Yes (X) | $84,000 | $68,626 | false | Yes (true) | Yes (true) |
| Richie Lauer | |||||||
| Officer | Business | Yes (X) | $49,000 | $40,047 | false | Yes (true) | Yes (true) |
| Angela B Nolt | |||||||
| Daughter of bd memb | Business | Yes (X) | $84,000 | $10,519 | false | Yes (true) | Yes (true) |
| Martin Family Reality | |||||||
| Board member busines | Business | Yes (X) | $475,000 | $370,653 | false | Yes (true) | Yes (true) |
| Glenden M Martin | |||||||
| Board member son | Business | Yes (X) | $175,000 | $115,733 | false | Yes (true) | Yes (true) |
| Borkholder Buildings Supply | |||||||
| Board member busines | Business | Yes (X) | $627,527 | $453,886 | false | Yes (true) | Yes (true) |
| Lorene K Borkholder | |||||||
| Board member sister | Business | Yes (X) | $80,000 | $76,076 | false | Yes (true) | Yes (true) |
| Hebron Enterprises LLC | |||||||
| Ofr parents busines | Business | Yes (X) | $470,000 | $241,516 | false | Yes (true) | Yes (true) |
| KBMB LLC | |||||||
| Board member busines | Business | Yes (X) | $1,000,000 | $972,311 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $2,349,367 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | AF's CFO, CEO, and Operation's Officer review Form 990 for accuracy prior to its filing with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | The governing board is charged with the responsibility of monitoring compliance with AF's 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 organization's business office. |
| CEO executive director top management comp Part VI line 15a | The 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 15b | Compensation is determined for Financial's Operation's Officer and other Executive Officer following the same procedure as described for Financial's Executive Director. |
| Governing documents etc available to public Part VI line 19 | Anabaptist 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 Financial's business office located in New Columbia, PA during normal business hours. |
| Estimate of average hours per week devoted to related organizations Part VII Col B | AF's directors and officers worked for related entities as follows:Merle Herr - 16.1Tim Thomas - 8.2Tim Stoltzfus - 11.7Richie Lauer - 30.7David G. Martin - .6Richard Shank - 2.2Paul Miller - 15.1 |
| General explanation attachment | Part 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Anabaptist Foundation | ||||||||||
| 1245 Old Route 15 | New Columbia | PA | 17856 | 753187397 | Assistance to public charities | PA | 501 c3 | 7 | N/A | false |
| Open Hands | ||||||||||
| 1245 Old Route 15 | New Columbia | PA | 17856 | 455481306 | Charitable programs | PA | 501c3 | 7 | N/A | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stewardship Resources | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770688163 | EIN |
| Primary Activities | Business advising and seminars | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C Corp | EntityTypeTxt |
| Ownership | 0.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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