OLD ORDER AMISH HELPING PROGRAM: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OLD ORDER AMISH HELPING PROGRAM (EIN 25-1821135)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2012-12-10
- IRS object ID
- 201213459349300116
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-10T10:07:11-06:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERSHEY ADVISORS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OREGON PIKE PO BOX 669 | AddressLine1 |
| City | BROWNSTOWN | City |
| State | PA | State |
| ZIP Code | 17508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251821135 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD ORDER AMISH HELPING PROGRAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OLDO | NameControl |
| Phone | 7173624406 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SMITH RD | AddressLine1 |
| City | MILLERSBURG | City |
| State | PA | State |
| ZIP Code | 17061 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEVI A ESH | Name |
| Title | ADMINISTRATOR | Title |
| Phone | 7173624406 | Phone |
| Date Signed | 2012-11-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARYL E ESHLEMAN CPA | Name |
| Phone | 7178591158 | Phone |
| Date Prepared | 2012-12-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ELAM S ZOOK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SMITH RD | AddressLine1 |
| City | MILLERSBURG | City |
| State | PA | State |
| ZIP Code | 17061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4379456 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE PROGRAM BORROWS FUNDS FROM MEMBERS OF THE OLD ORDER AMISH COMMUNITY TO RE-LEND THE FUNDS TO YOUNGER/NEEDY MEMBERS OF THE COMMUNITY AT A LOW INTEREST RATE. BY OPERATING A HELPING PROGRAM, THE RELIGIOUS BELIEFS WHICH ARE EVIDENT IN THE CULTURAL TRADITIONS AND LIFESTYLES OF THE OLD ORDER AMISH ARE ADVANCED TO YOUNG AMISH PERSONS, THEREBY ALLOWING THEM TO ESTABLISH THEMSELVES IN THE OLD ORDER AMISH COMMUNITY. CENTRAL TO THE ORGANIZATION'S PURPOSE IS THE RELIGIOUS MANDATE OF SHARING AND HELPING OTHERS WITHIN THE COMMUNITY AND THE INTERRELIANCE OF THOSE WITHIN THE OLD ORDER AMISH COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3865810 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4308575 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 53203 | InvestmentIncomePriorYear |
| Investment Income Current Year | 70881 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3919013 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4379456 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 56128 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 63040 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3815205 | OtherExpensePriorYear |
| Other Expenses Current Year | 4214802 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3871333 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4277842 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 47680 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 101614 | RevenuesLessExpensesCY |
| Total Assets BOY | 102877660 | TotalAssetsBOY |
| Total Assets EOY | 120478199 | TotalAssetsEOY |
| Total Liabilities BOY | 102232603 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 119731528 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 645057 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 746671 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PROGRAM BORROWS FUNDS FROM MEMBERS OF THE OLD ORDER AMISH COMMUNITY TO RE-LEND THE FUNDS TO YOUNGER/NEEDY MEMBERS OF THE COMMUNITY AT A LOW INTEREST RATE. BY OPERATING A HELPING PROGRAM, THE RELIGIOUS BELIEFS WHICH ARE EVIDENT IN THE CULTURAL TRADITIONS AND LIFESTYLES OF THE OLD ORDER AMISH ARE ADVANCED TO YOUNG AMISH PERSONS, THEREBY ALLOWING THEM TO ESTABLISH THEMSELVES IN THE OLD ORDER AMISH COMMUNITY. CENTRAL TO THE ORGANIZATION'S PURPOSE IS THE RELIGIOUS MANDATE OF SHARING AND HELPING OTHERS WITHIN THE COMMUNITY AND THE INTERRELIANCE OF THOSE WITHIN THE OLD ORDER AMISH COMMUNITY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4150869 | Expense |
| Description | DURING THE YEAR ENDED JULY 31, THE PROGRAM HAS EXTENDED NEW LOANS TO 146 YOUNG/NEEDY AMISH PERSONS, THEREBY ALLOWING THEM TO ACQUIRE FARMS OR OTHER AGRICULTURAL FINANCING NEEDS TO BECOME ESTABLISHED WITHIN THE OLD ORDER AMISH COMMUNITY. ------ THE PROGRAM ACCEPTS INVESTMENTS FROM MEMBERS OF THE AMISH COMMUNITY. THE PROGRAM RETURNED AN INVESTMENT OF 3.25% ON ALL INVESTED DOLLARS. THE INTEREST EARNED COULD BE RECEIVED IN CHECK OR ADDED INTO THE ORIGINAL INVESTMENT BALANCE AT THE DIRECTION OF THE INVESTOR. THE INVESTMENTS ARE ALL DUE ON DEMAND WITHIN 60 DAYS OF REQUEST. ----- THE PROGRAM USES THESE INVESTMENT FUNDS TO ASSIST NEW AMISH AGRICULTURAL BUSINESS ACTIVITIES AS DEFINED ABOVE. THE LOAN AGREEMENTS WRITTEN ARE SECURED BY THE UNDERLYING REAL ESTATE AND ARE AMORTIZED OVER A 20 YEAR REPAYMENT PLAN WITH A 10 YEAR BALLOON. THE INTEREST RATE WAS 3.5%. ----- ALL LOANS PROVIDED IN SUPPORT OF NEW AGRICULTURAL ACTIVITIES ARE APPROVED BY THE INDEPENDENT BOARD OF DIRECTORS. ----- MEMBERS OF THE BOARD OF DIRECTORS AND THEIR FAMILIES ARE PERMITTED TO INVEST IN THE ORGANIZATION OR RECEIVE LOANS FROM THE ORGANIZATION CONSISTENT WITH THE SAME TERMS OF ALL RECIPIENTS OF THE PROGRAM. | Description |
| Total Program Service Expense | 4150869 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2326 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEVI A ESH | NamePerson |
| Telephone Number | 7173624406 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 SMITH RD | AddressLine1 |
| City | MILLERSBURG | City |
| State | PA | State |
| ZIP Code | 17061 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| MELVIN E FISHER | |||||||
| SECRETARY | 4.00 | X | X | 1200 | 0 | 0 | |
| ELAM S ZOOK | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| BENJAMIN B FISHER | |||||||
| VICE-CHAIRMA | 3.00 | X | X | 0 | 0 | 0 | |
| BENJAMIN L KING | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| ELI K ESH | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| BENJAMIN STOLTZFUS | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| SAM KAUFFMAN | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| LEVI A ESH | |||||||
| ADMINISTRATO | 30.00 | X | 57892 | 0 | 0 | ||
| DANIEL M KING | |||||||
| TREASURER | 3.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 59092 | TotalReportableCompFromOrg |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOAN INTEREST INCOME | Description |
| Total Revenue Column | 4308575 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4308575 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4308575 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70881 | TotalRevenueColumn |
| Exclusion | $70,881 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4379456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4308575 | RelatedOrExemptFunctionIncome |
| Exclusion | $70,881 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63040 | Total |
| Management And General | 63040 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7325 | Total |
| Management And General | 7325 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16049 | Total |
| Management And General | 16049 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13187 | Total |
| Management And General | 13187 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6000 | Total |
| Management And General | 6000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14689 | Total |
| Management And General | 14689 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4150869 | Total |
| Program Services | 4150869 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1739 | Total |
| Management And General | 1739 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| SEC FEES | 3000 | 3000 |
| BOOKKEEPING | 1944 | 1944 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4277842 | Total |
| Program Services | 4150869 | ProgramServices |
| Management And General | 126973 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3323475 | BOY |
| EOY | 1207837 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881067 | BOY |
| EOY | 989517 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98495507 | BOY |
| EOY | 118112102 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6598 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3837 | BOY |
| EOY | 2098 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 173774 | BOY |
| EOY | 166644 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102877660 | BOY |
| EOY | 120478199 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3320419 | BOY |
| EOY | 4164906 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98912184 | BOY |
| EOY | 115566622 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102232603 | BOY |
| EOY | 119731528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645057 | BOY |
| EOY | 746671 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 645057 | BOY |
| EOY | 746671 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102877660 | BOY |
| EOY | 120478199 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 101614 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3485583 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3739145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3612121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3865810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4308575 | CurrentTaxYear |
| Total | 19011234 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3485583 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3739145 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3612121 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3865810 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4308575 | CurrentTaxYear |
| Total | 19011234 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48385 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46749 | CurrentTaxYear |
| Total | 210159 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 48385 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38451 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46749 | CurrentTaxYear |
| Total | 210159 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18801075 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 120578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70881 | CurrentTaxYear |
| Total | 321284 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 120578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34905 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 53203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 70881 | CurrentTaxYear |
| Total | 321284 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3606161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3780862 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3647026 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3919013 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4379456 | CurrentTaxYear |
| Total | 19332518 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97250 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8696 | OtherCostOrOtherBasis |
| Depreciation | 6598 | Depreciation |
| Book Value | 2098 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2098 | TotalOfBookValueLandBuildings |
| Total Revenue | 4379456 | TotalRevenue |
| Total Expenses | 4277842 | TotalExpenses |
| Excess Or Deficit For Year | 101614 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 101614 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4379456 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 4379456 | RevenueSubtotal |
| Total Revenue Per Form990 | 4379456 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4277842 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 4277842 | ExpensesSubtotal |
| Total Expenses Per Form990 | 4277842 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DANIEL M KING | NamePerson |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement | Loan From OrganizationLoanFromOrganization |
|---|---|---|---|---|---|---|
| BOARD OF DIRECTORS | ||||||
| INVESTMENT AGREEMENT | X | 2853216 | false | true | true | |
| OTHER DISQUALIFIED PERSONS | ||||||
| INVESTMENT AGREEMENT | X | 1311690 | false | true | true | |
| OTHER DISQUALIFIED PERSONS | ||||||
| MORTGAGE - PURCHASE REAL ESTATE | 989517 | false | true | true | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 5154423 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE PROGRAM BORROWS FUNDS FROM MEMBERS OF THE OLD ORDER AMISH COMMUNITY TO RE-LEND THE FUNDS TO YOUNGER/NEEDY MEMBERS OF THE COMMUNITY AT A LOW INTEREST RATE. BY OPERATING A HELPING PROGRAM, THE RELIGIOUS BELIEFS WHICH ARE EVIDENT IN THE CULTURAL TRADITIONS AND LIFESTYLES OF THE OLD ORDER AMISH ARE ADVANCED TO YOUNG AMISH PERSONS, THEREBY ALLOWING THEM TO ESTABLISH THEMSELVES IN THE OLD ORDER AMISH COMMUNITY. CENTRAL TO THE ORGANIZATION'S PURPOSE IS THE RELIGIOUS MANDATE OF SHARING AND HELPING OTHERS WITHIN THE COMMUNITY AND THE INTERRELIANCE OF THOSE WITHIN THE OLD ORDER AMISH COMMUNITY. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | INVESTOR. THE INVESTMENTS ARE ALL DUE ON DEMAND WITHIN 60 DAYS OF REQUEST. ----- THE PROGRAM USES THESE INVESTMENT FUNDS TO ASSIST NEW AMISH AGRICULTURAL BUSINESS ACTIVITIES AS DEFINED ABOVE. THE LOAN AGREEMENTS WRITTEN ARE SECURED BY THE UNDERLYING REAL ESTATE AND ARE AMORTIZED OVER A 20 YEAR REPAYMENT PLAN WITH A 10 YEAR BALLOON. THE INTEREST RATE WAS 3.5%. ----- ALL LOANS PROVIDED IN SUPPORT OF NEW AGRICULTURAL ACTIVITIES ARE APPROVED BY THE INDEPENDENT BOARD OF DIRECTORS. ----- MEMBERS OF THE BOARD OF DIRECTORS AND THEIR FAMILIES ARE PERMITTED TO INVEST IN THE ORGANIZATION OR RECEIVE LOANS FROM THE ORGANIZATION CONSISTENT WITH THE SAME TERMS OF ALL RECIPIENTS OF THE PROGRAM. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE OLD ORDER AMISH CHURCH APPOINTS THE MEMBERS OF THE ADVISORY BOARD. THE ADVISORY BOARD GENERATES THE APPOINTMENTS AND HOLDS THE ELECTIONS FOR THE BOARD OF DIRECTORS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 IS REVIEWED BY THE ADMINISTRATOR BEFORE BEING SUBMITTED TO THE IRS. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS 990, FINANCIAL STATEMENTS, AND 1023 APPLICATION AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION IS REQUIRED TO REGISTER ANNUALLY WITH THE PA SECURITIES COMMISSION. A COPY OF THE FINANCIAL STATEMENT IS INCLUDED IN THE ANNUAL PROSPECTUS. |
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