Civic Intelligence

Anabaptist Financial

990 • Fiscal year 2016 • EIN 32-0158554

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 31, 2016

Organization Profilewww.afweb.org
1245 Old Route 15New Columbia, PA 17856

(800) 653-9817

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.99x

Higher debt load relative to assets than 93% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

98th percentile

27.71x

Higher debt load relative to revenue than 98% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

82nd percentile

16%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

3rd percentile

$99,266

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

92nd percentile

22%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

24%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$278,996,143

Up $50,581,538 (+22%) from 2015

Net Assets

Up

$3,992,301

Up $1,584,293 (+66%) from 2015

Liabilities

Up

$275,003,842

Up $48,997,245 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin82nd percentile

Revenue

Up

$9,924,009

Up $1,889,844 (+24%) from 2015

Expenses

Up

$8,339,716

Up $1,109,272 (+15%) from 2015

Net Income

Up

$1,584,293

Up $780,572 (+97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2011: $85,946,256Liabilities 2011: $85,747,798Net Assets 2011: $198,4582011Assets 2012: $114,284,112Liabilities 2012: $113,738,587Net Assets 2012: $545,5252012Assets 2013: $150,679,554Liabilities 2013: $149,736,778Net Assets 2013: $942,7762013Assets 2014: $189,072,609Liabilities 2014: $187,468,322Net Assets 2014: $1,604,2872014Assets 2015: $228,414,605Liabilities 2015: $226,006,597Net Assets 2015: $2,408,0082015Assets 2016: $278,996,143Liabilities 2016: $275,003,842Net Assets 2016: $3,992,3012016Assets 2017: $343,549,139Liabilities 2017: $337,502,867Net Assets 2017: $6,046,2722017Assets 2018: $413,013,525Liabilities 2018: $405,097,561Net Assets 2018: $7,915,9642018Assets 2019: $472,531,391Liabilities 2019: $462,743,696Net Assets 2019: $9,787,6952019Assets 2020: $537,648,729Liabilities 2020: $525,771,524Net Assets 2020: $11,877,2052020Assets 2021: $573,143,441Liabilities 2021: $559,124,070Net Assets 2021: $14,019,3712021Assets 2022: $625,930,441Liabilities 2022: $608,635,546Net Assets 2022: $17,294,8952022Assets 2023: $711,959,439Liabilities 2023: $690,909,245Net Assets 2023: $21,050,1942023Assets 2024: $804,017,830Liabilities 2024: $778,598,993Net Assets 2024: $25,418,8372024Assets 2025: $909,893,531Liabilities 2025: $879,081,595Net Assets 2025: $30,811,9362025

Highlighted filing

2016

Assets$278,996,143
Liabilities$275,003,842
Net Assets$3,992,301
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2011: $3,369,3982011Expenses 2012: $4,332,3532012Expenses 2013: $5,274,7692013Revenue 2014: $6,424,113Expenses 2014: $5,762,602Net Income 2014: $661,5112014Revenue 2015: $8,034,165Expenses 2015: $7,230,444Net Income 2015: $803,7212015Revenue 2016: $9,924,009Expenses 2016: $8,339,716Net Income 2016: $1,584,2932016Revenue 2017: $11,877,449Expenses 2017: $9,823,478Net Income 2017: $2,053,9712017Revenue 2018: $14,851,334Expenses 2018: $12,981,642Net Income 2018: $1,869,6922018Revenue 2019: $19,728,338Expenses 2019: $17,856,607Net Income 2019: $1,871,7312019Revenue 2020: $20,627,336Expenses 2020: $18,537,826Net Income 2020: $2,089,5102020Revenue 2021: $18,441,060Expenses 2021: $16,298,894Net Income 2021: $2,142,1662021Revenue 2022: $18,548,671Expenses 2022: $15,273,147Net Income 2022: $3,275,5242022Revenue 2023: $29,455,239Expenses 2023: $25,699,940Net Income 2023: $3,755,2992023Revenue 2024: $47,423,871Expenses 2024: $43,055,228Net Income 2024: $4,368,6432024Revenue 2025: $56,415,297Expenses 2025: $51,022,198Net Income 2025: $5,393,0992025

Highlighted filing

2016

Revenue$9,924,009
Expenses$8,339,716
Net Income$1,584,293
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 31, 2016
Return Version
2015v2.1
Gross Receipts
$9,924,009
Mission and Program Overview

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)

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$214,815,572$261,836,083▲ $47,020,511
Savings and Temporary Cash Investments$8,420,152$12,733,030▲ $4,312,878
Cash and Non-Interest-Bearing Accounts$2,119,439$1,716,383▼ $403,056
Receivable From Disqualified Prsn$1,994,935$1,388,095▼ $606,840
Accounts Receivable$80,489$87,646▲ $7,157
Receivables From Officers Etc$93,175$75,625▼ $17,550
Land, Buildings, and Equipment, Net$5,461$3,589▼ $1,872
Prepaid Expenses and Deferred Charges$744$744→ $0
Total Assets$228,414,605$278,996,143▲ $50,581,538
Other Assets Total$884,638$1,154,948▲ $270,310
Liabilities
Other Liabilities$225,967,268$274,959,126▲ $48,991,858
Accounts Payable and Accrued Expenses$39,329$44,716▲ $5,387
Total Liabilities$226,006,597$275,003,842▲ $48,997,245
Net Assets / Fund Balance
Unrestricted Net Assets$2,408,008$3,992,301▲ $1,584,293
Total Net Assets Fund Balance$2,408,008$3,992,301▲ $1,584,293
Total Liabilities and Net Assets / Fund Balance$228,414,605$278,996,143▲ $50,581,538

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,589$5,773$9,362
Other Assets Org$1,154,948--
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim ThomasFinancial OfficerFT$83,044$16,222$99,266
Richie LauerFoundation OfficerPT$11,831$70,127$81,958
Tim R StoltzfusOperations OfficerPT$61,789$19,040$80,829
Paul A MillerResource OfficerPT$12,254$63,382$75,636
Merle HerrExecutive OfficerPT$23,325$35,587$58,912
Richard ShankBoard Treasurer--$13,936$13,936
David G MartinAt large--$3,623$3,623

Board Members and Trustees

NameTitle
Kenneth N BurkholderChairman
Dennis MartinVice Chairman
Amos Hurst JrAt large
Ben A StoltzfusAt large
Jacob R StoltzfusAt large
Joel M MartinAt large
Richard HooverAt large
Dwayne BorkholderSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,840,314
Investment Income
$12,877
Other Revenue
$70,818
Change in Net Assets
$1,584,293

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,924,009
Total Revenue per Audited Statements
$9,924,009
Total Revenue per Form 990
$9,924,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,751,693
Salaries, Compensation, and Employee Benefits$588,023
Total Fundraising Expense$23,437
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$7,480,416--$7,480,416
Other Salaries and Wages$223,605$124,750-$348,355
Current Officers, Directors, Trustees, and Key Employees$99,323$86,177$4,561$190,061
Fees for Services Legal-$60,447-$60,447
Office Expenses$32,326$17,679$1,820$51,825
Payroll Taxes$24,323$16,215-$40,538
Occupancy$21,918$14,612-$36,530
Advertising$10,795-$16,829$27,624
Fees for Services Accounting-$23,177-$23,177
Other Expenses$21,564--$21,564
Travel$6,376$10,380-$16,756
Conferences and Meetings$7,800--$7,800
All Other Expenses$4,084$2,724-$6,808
Insurance$3,838$2,559-$6,397
Information Technology$3,295$2,513$227$6,035
Pension Plan Contributions$3,515$2,344-$5,859
Fees for Services Other$3,867$575-$4,442
Comp Disqual Persons$2,047$1,163-$3,210
Depreciation Depletion$936$936-$1,872
Total Functional Expenses$7,950,028$366,251$23,437$8,339,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,339,716
Total Expenses per Audited Statements$8,339,716
Total Expenses per Form 990$8,339,716
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$1,994,935$1,388,095▼ $606,840
Receivables from Officers, Directors, Trustees, and Key Employees$93,175$75,625▼ $17,550
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Agreements Payable$274,951,591
Deferred Committment Fees$7,535
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“AFs senior management 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 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 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 Financials other officers follow the same procedures as described for Financials 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 Financials business office located in New Columbia, PA during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Anabaptist Financial
EIN
32-0158554
Address
1245 Old Route 15, New Columbia, PA 17856

Signing Officer

Name
Tim R Stoltzfus
Title
Operations Offi
Phone
8006539817
Signed
2016-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Merle Herr
Formed
2005
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
6
Employees
23

Preparer

Firm
Payne White and Schmutz CPA Pa
Address
114 WEST NORTH 1ST STREET, SENECA, SC 29678
Preparer
Mark a Payne CPA
Phone
8648821937
Supplemental Narrative

Additional Explanations

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.”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“AF 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 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. Management has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2016 and 2015. Years ending on or after June 30, 2013 remain subject to examination by federal and state authorities.”

Raw XML AppendixShowing 400 of 625 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt039329
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044716
IRS990/AccountsReceivableGrp/BOYAmt080489
IRS990/AccountsReceivableGrp/EOYAmt087646
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Anabaptist 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)
IRS990/AdvertisingGrp/FundraisingAmt016829
IRS990/AdvertisingGrp/ProgramServicesAmt010795
IRS990/AdvertisingGrp/TotalAmt027624
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02724
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04084
IRS990/AllOtherExpensesGrp/TotalAmt06808
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0Tim R Stoltzfus
IRS990/BooksInCareOfDetail/PhoneNum08006539817
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01245 Old Route 15
IRS990/BooksInCareOfDetail/USAddress/CityNm0New Columbia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017856
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02119439
IRS990/CashNonInterestBearingGrp/EOYAmt01716383
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt04561
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt086177
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt099323
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0190061
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt01163
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt02047
IRS990/CompDisqualPersonsGrp/TotalAmt03210
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07800
IRS990/ConferencesMeetingsGrp/TotalAmt07800
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012877
IRS990/CYOtherExpensesAmt07751693
IRS990/CYOtherRevenueAmt070818
IRS990/CYProgramServiceRevenueAmt09840314
IRS990/CYRevenuesLessExpensesAmt01584293
IRS990/CYSalariesCompEmpBnftPaidAmt0588023
IRS990/CYTotalExpensesAmt08339716
IRS990/CYTotalFundraisingExpenseAmt023437
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09924009
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0936
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0936
IRS990/DepreciationDepletionGrp/TotalAmt01872
IRS990/Desc0Loan 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 1,347outstanding loans in its loan portfolio, totaling loan receivables of $263,299,803. These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt07950028
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023177
IRS990/FeesForServicesAccountingGrp/TotalAmt023177
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt060447
IRS990/FeesForServicesLegalGrp/TotalAmt060447
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0575
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03867
IRS990/FeesForServicesOtherGrp/TotalAmt04442
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1016.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt128.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt136.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1430.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1011.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt116.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1230.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1336.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt146.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt101715
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt112366
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122354
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132891
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142203
IRS990/Form990PartVIISectionAGrp/PersonNm0Kenneth N Burkholder
IRS990/Form990PartVIISectionAGrp/PersonNm1Dennis Martin
IRS990/Form990PartVIISectionAGrp/PersonNm2Richard Shank
IRS990/Form990PartVIISectionAGrp/PersonNm3Dwayne Borkholder
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard Hoover
IRS990/Form990PartVIISectionAGrp/PersonNm5David G Martin
IRS990/Form990PartVIISectionAGrp/PersonNm6Jacob R Stoltzfus
IRS990/Form990PartVIISectionAGrp/PersonNm7Amos Hurst Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Joel M Martin
IRS990/Form990PartVIISectionAGrp/PersonNm9Ben A Stoltzfus
IRS990/Form990PartVIISectionAGrp/PersonNm10Merle Herr
IRS990/Form990PartVIISectionAGrp/PersonNm11Richie Lauer
IRS990/Form990PartVIISectionAGrp/PersonNm12Tim R Stoltzfus
IRS990/Form990PartVIISectionAGrp/PersonNm13Tim Thomas
IRS990/Form990PartVIISectionAGrp/PersonNm14Paul A Miller
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1023325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1111831
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1261789
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1383044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1412254
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt213936
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt53623
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1033872
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1167761
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1216686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1313331
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1461179
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4At large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At large
IRS990/Form990PartVIISectionAGrp/TitleTxt6At large
IRS990/Form990PartVIISectionAGrp/TitleTxt7At large
IRS990/Form990PartVIISectionAGrp/TitleTxt8At large
IRS990/Form990PartVIISectionAGrp/TitleTxt9At large
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Foundation Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Operations Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Resource Officer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt09924009
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0227
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02513
IRS990/InformationTechnologyGrp/ProgramServicesAmt03295
IRS990/InformationTechnologyGrp/TotalAmt06035
IRS990/InsuranceGrp/ManagementAndGeneralAmt02559
IRS990/InsuranceGrp/ProgramServicesAmt03838
IRS990/InsuranceGrp/TotalAmt06397
IRS990/InterestGrp/ProgramServicesAmt07480416
IRS990/InterestGrp/TotalAmt07480416
IRS990/InvestmentIncomeGrp/ExclusionAmt012877
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012877
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03541
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05773
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05461
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03589
IRS990/LandBldgEquipCostOrOtherBssAmt09362
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0true
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Anabaptist 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)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02408008
IRS990/NetAssetsOrFundBalancesEOYAmt03992301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt014612
IRS990/OccupancyGrp/ProgramServicesAmt021918
IRS990/OccupancyGrp/TotalAmt036530
IRS990/OfficeExpensesGrp/FundraisingAmt01820
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017679
IRS990/OfficeExpensesGrp/ProgramServicesAmt032326
IRS990/OfficeExpensesGrp/TotalAmt051825
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0884638
IRS990/OtherAssetsTotalGrp/EOYAmt01154948
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Filing and search fees
IRS990/OtherExpensesGrp/ProgramServicesAmt021564
IRS990/OtherExpensesGrp/TotalAmt021564
IRS990/OtherLiabilitiesGrp/BOYAmt0225967268
IRS990/OtherLiabilitiesGrp/EOYAmt0274959126
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Interest from offrdqps
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070818
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070818
IRS990/OtherRevenueTotalAmt070818
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124750
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0223605
IRS990/OtherSalariesAndWagesGrp/TotalAmt0348355
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0214815572
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0261836083
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016215
IRS990/PayrollTaxesGrp/ProgramServicesAmt024323
IRS990/PayrollTaxesGrp/TotalAmt040538
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02344
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03515
IRS990/PensionPlanContributionsGrp/TotalAmt05859
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0744
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0744
IRS990/PrincipalOfficerNm0Merle Herr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Loan origination fees
IRS990/ProgramServiceRevenueGrp/Desc1Loan program interest
IRS990/ProgramServiceRevenueGrp/Desc2Commitment fees
IRS990/ProgramServiceRevenueGrp/Desc3Other program fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0244136
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt19518393
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217024
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt360761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0244136
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19518393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217024
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt360761
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031639
IRS990/PYOtherExpensesAmt06766925
IRS990/PYOtherRevenueAmt087683
IRS990/PYProgramServiceRevenueAmt07912343
IRS990/PYRevenuesLessExpensesAmt0803721
IRS990/PYSalariesCompEmpBnftPaidAmt0463519
IRS990/PYTotalExpensesAmt07230444
IRS990/PYTotalRevenueAmt08034165
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt01994935
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt01388095
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt093175
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt075625
IRS990/ReconcilationRevenueExpnssAmt01584293
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt09911132
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08420152
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012733030
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt070818
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt087683
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0100694
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt080453
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt090629
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0430277
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Detail of Other Income:Office service fees $79,207
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012460
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt047010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012877
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt031639
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046518
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt064852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt051411
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0207297
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09911132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08000026
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06375595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05531157
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt04582303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt034400213
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012877
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt031639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt064852
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt051411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0207297
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt045961
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt033246
IRS990ScheduleA/OtherIncome509Grp/TotalAmt079207
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97180
IRS990ScheduleA/PublicSupportPY509Pct00.96460
IRS990ScheduleA/PublicSupportTotal509Amt033755889
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0120260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0161564
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0189209
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0101361
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0118940
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0691334
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt049442
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt073881
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt088515
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt020908
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt028311
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0261057

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,996,143
Liabilities
$275,003,842
Net assets
$3,992,301
Revenue
$9,924,009
Expenses
$8,339,716
Net income
$1,584,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$910$879$30.8$56.4$51.0$5.39
2024Detailed filing. Detailed filing data is available for this year.$804$779$25.4$47.4$43.1$4.37
2023Detailed filing. Detailed filing data is available for this year.$712$691$21.1$29.5$25.7$3.76
2022Detailed filing. Detailed filing data is available for this year.$626$609$17.3$18.5$15.3$3.28
2021Detailed filing. Detailed filing data is available for this year.$573$559$14.0$18.4$16.3$2.14
2020Detailed filing. Detailed filing data is available for this year.$538$526$11.9$20.6$18.5$2.09
2019Detailed filing. Detailed filing data is available for this year.$473$463$9.79$19.7$17.9$1.87
2018Detailed filing. Detailed filing data is available for this year.$413$405$7.92$14.9$13.0$1.87
2017Detailed filing. Detailed filing data is available for this year.$344$338$6.05$11.9$9.82$2.05
2016Detailed filing. Detailed filing data is available for this year.$279$275$3.99$9.92$8.34$1.58
2015Detailed filing. Detailed filing data is available for this year.$228$226$2.41$8.03$7.23$0.80
2014Detailed filing. Detailed filing data is available for this year.$189$187$1.60$6.42$5.76$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$151$150$0.94$5.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$114$0.55$4.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.9$85.7$0.20$3.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $250M-$1B nonprofits