Civic Intelligence

Anabaptist Financial

990 • Fiscal year 2020 • EIN 32-0158554

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 15, 2020

Organization Profilewww.afweb.org
55 Whisper Creek DriveLewisburg, PA 17837

(800) 653-9817

Siviq Scores

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

Liabilities / Assets

91st percentile

0.98x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

25.49x

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

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

69th percentile

10%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

3rd percentile

$118,121

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

4.6%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$537,648,729

Up $65,117,338 (+14%) from 2019

Net Assets

Up

$11,877,205

Up $2,089,510 (+21%) from 2019

Liabilities

Up

$525,771,524

Up $63,027,828 (+14%) from 2019

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin69th percentile

Revenue

Up

$20,627,336

Up $898,998 (+4.6%) from 2019

Expenses

Up

$18,537,826

Up $681,219 (+3.8%) from 2019

Net Income

Up

$2,089,510

Up $217,779 (+12%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2020

Assets$537,648,729
Liabilities$525,771,524
Net Assets$11,877,205
Open 2020 Filing

Operations Trend

Revenue Growth62nd 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

2020

Revenue$20,627,336
Expenses$18,537,826
Net Income$2,089,510
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 15, 2020
Return Version
2019v5.1
Gross Receipts
$20,627,336
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)

Anabaptist Financial has been established to advance conservative Amish, Mennonite, and Brethen (Anabaptist) 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$413,328,179$459,576,477▲ $46,248,298
Savings and Temporary Cash Investments$36,155,475$47,793,307▲ $11,637,832
Investments in Publicly Traded Securities$10,198,285$10,358,829▲ $160,544
Cash and Non-Interest-Bearing Accounts$6,145,858$8,620,046▲ $2,474,188
Receivable From Disqualified Prsn$2,233,260$5,492,995▲ $3,259,735
Land, Buildings, and Equipment, Net$2,316,090$3,495,533▲ $1,179,443
Receivables From Officers Etc$168,541$493,781▲ $325,240
Accounts Receivable$22,983$23,678▲ $695
Total Assets$472,531,391$537,648,729▲ $65,117,338
Other Assets Total$1,962,720$1,794,083▼ $168,637
Liabilities
Other Liabilities$462,573,032$525,703,076▲ $63,130,044
Grants Payable$130,000--
Accounts Payable and Accrued Expenses$40,664$68,448▲ $27,784
Total Liabilities$462,743,696$525,771,524▲ $63,027,828
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,787,695$11,877,205▲ $2,089,510
Total Net Assets Fund Balance$9,787,695$11,877,205▲ $2,089,510
Total Liabilities and Net Assets / Fund Balance$472,531,391$537,648,729▲ $65,117,338

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,831,261$54,101$2,885,362
Land$641,198-$641,198
Equipment$23,074$73,756$96,830
Other Assets Org$1,794,083--
Compensation and Service Providers
Top Officer Pay3rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul A MillerExecutive OfficerPT$83,144$34,977$118,121
Tim ThomasFinancial OfficerFT$102,750$3,082$105,832
Richie LauerFoundation Officer--$98,108$98,108
Tim R StoltzfusOperations OfficerFT$94,250$2,828$97,078
Merle HerrBusiness Resource Officer--$71,286$71,286
Dennis MartinExecutive AdministratorPT$20,475-$20,475

Board Members and Trustees

NameTitle
Richard HooverChairman
Andrew ZimmermanAt large
Jacob R StoltzfusAt large
Joel M MartinAt large
Kenneth BurkholderAt large
Marvin MastAt large
Wayne KeimAt large
Nathan J SiegristSecretary
Amos Hurst JrTreasurer
Ben A StoltzfusVice Chariman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,626,176
Investment Income
$806,893
Other Revenue
$194,267
Change in Net Assets
$2,089,510

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,627,336
Total Revenue per Audited Statements
$20,627,336
Total Revenue per Form 990
$20,627,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,009,069
Salaries, Compensation, and Employee Benefits$1,386,757
Grants and Similar Amounts Paid$142,000
Total Fundraising Expense$49,777
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$16,082,454--$16,082,454
Other Salaries and Wages$548,090$361,182$4,211$913,483
Current Officers, Directors, Trustees, and Key Employees$119,842$189,208$619$309,669
Office Expenses$193,510$108,644$6,121$308,275
Information Technology$75,610$74,204$202$150,016
Grants to Domestic Orgs$142,000--$142,000
Fees for Services Legal$6,732$117,428-$124,160
Fees for Services Other$79,618$6,313$26,113$112,044
Payroll Taxes$57,793$38,047$482$96,322
Other Expenses$89,631--$89,631
Depreciation Depletion$33,493$33,493-$66,986
Comp Disqual Persons$28,172$18,546$235$46,953
Fees for Services Accounting-$26,281-$26,281
Travel$12,743$12,743-$25,486
Conferences and Meetings-$12,004-$12,004
Advertising--$11,732$11,732
Other Employee Benefits$6,267$4,164$13$10,444
Pension Plan Contributions$5,932$3,905$49$9,886
Total Functional Expenses$17,481,887$1,006,162$49,777$18,537,826

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,537,826
Total Expenses per Audited Statements$18,537,826
Total Expenses per Form 990$18,537,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Stewardship ResourcesLewisburg, PA501c3Operations$142,000
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Zachary BarkmanSon-in-law of officerCompensationNo$20,216
Friedrich B StoltzfusSon of officerCompensationNo$18,408
Katherine StoltzfusDaughter of officerCompensationNo$13,248

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons$2,233,260$5,492,995▲ $3,259,735
Receivables from Officers, Directors, Trustees, and Key Employees$168,541$493,781▲ $325,240
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment agreements payable$506,703,076
Demand loan - Anabaptist Foundation$19,000,000
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 35% controlled entity
No
Business relationship with family members
Yes
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 Lewisburg, PA during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Anabaptist Financial
EIN
32-0158554
Address
55 Whisper Creek Drive, Lewisburg, PA 17837

Signing Officer

Name
Tim Thomas
Title
Financial Offic
Phone
8006539817
Signed
2020-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul A Miller
Formed
2005
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
5
Employees
39

Preparer

Firm
Payne White and Schmutz CPA Pa
Address
114 WN 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 likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Penalties and interest related to underpayment of income taxes are not recorded as income taxes but as penalties and interest expense. Management has determined that it does not have any material unrecognized tax benefits or obligations as June 30, 2020 and 2019. Years ending on or after June 30, 2017 remain subject to examination by federal and state authorities.”

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IRS990/Form990PartVIISectionAGrp/PersonNm5Joel M Martin
IRS990/Form990PartVIISectionAGrp/PersonNm6Ben A Stoltzfus
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IRS990/Form990PartVIISectionAGrp/PersonNm11Richie Lauer
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IRS990/Form990PartVIISectionAGrp/PersonNm13Tim Thomas
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IRS990/Form990PartVIISectionAGrp/PersonNm15Dennis Martin
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5At large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chariman
IRS990/Form990PartVIISectionAGrp/TitleTxt7At large
IRS990/Form990PartVIISectionAGrp/TitleTxt8At large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt11Foundation Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Operations Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Officer
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IRS990/MissionDesc0Anabaptist Financial has been established to advance conservative Amish, Mennonite, and Brethen (Anabaptist) religious beliefs, cultural traditions and lifestyles. Anabaptist Financial was created to generate a source of funds for making (continued)
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,648,729
Liabilities
$525,771,524
Net assets
$11,877,205
Revenue
$20,627,336
Expenses
$18,537,826
Net income
$2,089,510
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