Civic Intelligence

Amish Mutual Mortgage Fund

990 • Fiscal year 2015 • EIN 35-1798265

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
10313 N 500 WMilford, IN 46542-9448

(574) 658-4618

Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

99th percentile

35.00x

Higher debt load relative to revenue than 99% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

50th percentile

3.8%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

7th percentile

$2,800

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$41,294,336

Up $6,275,401 (+18%) from 2014

Net Assets

Up

$95,496

Up $69,746 (+271%) from 2014

Liabilities

Up

$41,198,840

Up $6,205,655 (+18%) from 2014

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin50th percentile

Revenue

Up

$1,176,987

Up $155,591 (+15%) from 2014

Expenses

Up

$1,132,601

Up $125,437 (+12%) from 2014

Net Income

Up

$44,386

Up $30,154 (+212%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$100M$50M$0Assets 2014: $35,018,935Liabilities 2014: $34,993,185Net Assets 2014: $25,7502014Assets 2015: $41,294,336Liabilities 2015: $41,198,840Net Assets 2015: $95,4962015Assets 2016: $49,017,721Liabilities 2016: $48,877,006Net Assets 2016: $140,7152016Assets 2017: $55,755,257Liabilities 2017: $55,522,818Net Assets 2017: $232,4392017Assets 2018: $58,595,247Liabilities 2018: $58,261,585Net Assets 2018: $333,6622018Assets 2019: $61,947,469Liabilities 2019: $61,478,463Net Assets 2019: $469,0062019Assets 2020: $68,816,125Liabilities 2020: $68,297,341Net Assets 2020: $518,7842020Assets 2021: $84,844,116Liabilities 2021: $84,275,279Net Assets 2021: $568,8372021Assets 2022: $91,576,741Liabilities 2022: $91,314,702Net Assets 2022: $262,0392022Assets 2023: $91,190,877Liabilities 2023: $90,476,444Net Assets 2023: $714,4332023Assets 2024: $93,677,451Liabilities 2024: $92,505,949Net Assets 2024: $1,171,5022024

Highlighted filing

2015

Assets$41,294,336
Liabilities$41,198,840
Net Assets$95,496
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1,021,396Expenses 2014: $1,007,164Net Income 2014: $14,2322014Revenue 2015: $1,176,987Expenses 2015: $1,132,601Net Income 2015: $44,3862015Revenue 2016: $1,340,947Expenses 2016: $1,312,344Net Income 2016: $28,6032016Revenue 2017: $1,532,307Expenses 2017: $1,495,699Net Income 2017: $36,6082017Revenue 2018: $1,840,692Expenses 2018: $1,631,647Net Income 2018: $209,0452018Revenue 2019: $1,956,405Expenses 2019: $1,876,992Net Income 2019: $79,4132019Revenue 2020: $1,884,825Expenses 2020: $1,941,119Net Income 2020: -$56,2942020Revenue 2021: $2,126,511Expenses 2021: $2,113,634Net Income 2021: $12,8772021Revenue 2022: $2,543,950Expenses 2022: $2,402,080Net Income 2022: $141,8702022Revenue 2023: $4,468,190Expenses 2023: $3,899,147Net Income 2023: $569,0432023Revenue 2024: $4,902,258Expenses 2024: $4,445,189Net Income 2024: $457,0692024

Highlighted filing

2015

Revenue$1,176,987
Expenses$1,132,601
Net Income$44,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,176,987
Mission and Program Overview

Mission

Amish Mutual Mortgage Fund is a church controlled organization whereby Old Order Amish members invest funds which are channeled to those in need of borrowing funds to maintain the Anabaptist religious beliefs, cultural traditions and lifestyles for residential real estate loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$32,689,170$37,793,858▲ $5,104,688
Savings and Temporary Cash Investments$2,253,128$2,036,225▼ $216,903
Investments Other Securities-$955,227-
Cash and Non-Interest-Bearing Accounts$17,686$444,313▲ $426,627
Land, Buildings, and Equipment, Net$256$213▼ $43
Total Assets$35,018,935$41,294,336▲ $6,275,401
Other Assets Total$58,695$64,500▲ $5,805
Liabilities
Other Liabilities$34,923,185$41,198,840▲ $6,275,655
Accounts Payable and Accrued Expenses$70,000--
Total Liabilities$34,993,185$41,198,840▲ $6,205,655
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$1,500,000-
Unrestricted Net Assets$25,750$-1,404,504▼ $1,430,254
Total Net Assets Fund Balance$25,750$95,496▲ $69,746
Total Liabilities and Net Assets / Fund Balance$35,018,935$41,294,336▲ $6,275,401

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$213$4,249$4,462
Other Assets Org$64,500--
Other Securities$123,776--
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseTotal
LaMar O HochstetlerTreaurerPT$2,800$2,800
Ernest L SchwartzPresidentPT$2,800$2,800
Stephen J HelmuthSecretaryPT$2,800$2,800
Christ B KurtzVice ChairmanPT$2,100$2,100
Delbert H MillerAssistant Vice-chairmanPT$2,100$2,100
Lyle E YoderAssistant SecretaryPT$2,100$2,100
Matt L HochstetlerAsst TreasurerPT$1,050$1,050
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,141,239
Investment Income
$35,614
Other Revenue
$134
Change in Net Assets
$44,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,176,987
Total Revenue per Audited Statements
$1,176,987
Total Revenue per Form 990
$1,176,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,046,851
Grants and Similar Amounts Paid$70,000
Salaries, Compensation, and Employee Benefits$15,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$947,746--$947,746
Fees for Services Accounting$69,324$17,332-$86,656
Grants to Domestic Orgs$70,000--$70,000
Current Officers, Directors, Trustees, and Key Employees$14,175$1,575-$15,750
Office Expenses$6,205$1,341-$7,546
Travel$3,108$345-$3,453
Conferences and Meetings$280$1,127-$1,407
Depreciation Depletion$34$9-$43
Total Functional Expenses$1,110,872$21,729$0$1,132,601

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,132,601
Total Expenses per Audited Statements$1,132,601
Total Expenses per Form 990$1,132,601
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bright Beginnings - Nappanee OpportNappanee, IN-Special Needs Children assistance$70,000
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
Matt HochstetlerAssistant TreasurerProfessional FeesNo$86,656
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investors Accounts$41,049,251
Investors IRA Accounts$149,589
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“The Form 990 is presented at the next board meeting of the officers after it is completed.”

Officer director etc mailing address Part VI line 9

“Ernest L. Schwartz - 13090 N 950 W - Nappanee, IN 46550Christ B. Kurtz - 7178 Cedar Rd. - Bourbon, IN 46504Ernest R. Hochstetler - 955 Baltimore Ave. - Nappanee, IN 46550Stephen J. Helmuth - 5584 W 1100 N - Milford, IN 46542Lyle E. Yoder - 69810 Beech Rd. - Nappanee, IN 46550”

CEO executive director top management comp Part VI line 15A

“The directors fees are set with approval of the whole investor group.”

Other officer or key employee compensation Part VI line 15B

“Director and treaurer fees are set with approval of the whole investor group.”

Governing documents etc available to public Part VI line 19

“Form 990 and other publicly required available forms are available upon request from the treasurers office.”

Filing and Contact Details

Filer

Filer Name
Amish Mutual Mortgage Fund
EIN
35-1798265
Address
10313 N 500 W, Milford, IN 46542-9448

Signing Officer

Name
LaMar O Hochstetler
Title
Treasurer
Phone
5746584618
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ernest L Schwartz
Formed
2013
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
LOH Bookkeeping and Tax Service LLC
Address
10313 N 500 W, Milford, IN 46542
Preparer
Matt Hochstetler EA
Phone
5746584618
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Changes as per audited financials”

Raw XML AppendixShowing 400 of 409 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt070000
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Amish Mutual Mortgage Fund is a church controlled organization whereby Old Order Amish members invest funds which are channeled to those in need of borrowing funds to maintain the Anabaptist religious beliefs, cultural traditions and lifestyles for residential real estate loans.
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0LAMAR O HOCHSTETLER
IRS990/BooksInCareOfDetail/PhoneNum05746584618
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010313 N 500 W
IRS990/BooksInCareOfDetail/USAddress/CityNm0Milford
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046542
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt017686
IRS990/CashNonInterestBearingGrp/EOYAmt0444313
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01575
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt014175
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015750
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01127
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0280
IRS990/ConferencesMeetingsGrp/TotalAmt01407
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt070000
IRS990/CYInvestmentIncomeAmt035614
IRS990/CYOtherExpensesAmt01046851
IRS990/CYOtherRevenueAmt0134
IRS990/CYProgramServiceRevenueAmt01141239
IRS990/CYRevenuesLessExpensesAmt044386
IRS990/CYSalariesCompEmpBnftPaidAmt015750
IRS990/CYTotalExpensesAmt01132601
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01176987
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09
IRS990/DepreciationDepletionGrp/ProgramServicesAmt034
IRS990/DepreciationDepletionGrp/TotalAmt043
IRS990/Desc0Amish Mutual Mortgage Fund is a church controlled organization whereby Old Order Amish members invest funds which are channeled to other Old Order Amish Church members which are in need of borrowing funds to maintain the Anabaptist religious beliefs, cultural traditions and lifestyles for residential real estate loans.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01110872
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017332
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt069324
IRS990/FeesForServicesAccountingGrp/TotalAmt086656
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Ernest L Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm1Christ B Kurtz
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephen J Helmuth
IRS990/Form990PartVIISectionAGrp/PersonNm3Lyle E Yoder
IRS990/Form990PartVIISectionAGrp/PersonNm4LaMar O Hochstetler
IRS990/Form990PartVIISectionAGrp/PersonNm5Delbert H Miller
IRS990/Form990PartVIISectionAGrp/PersonNm6Matt L Hochstetler
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt61050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Assistant Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treaurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Vice-chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Asst Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt070000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01176987
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt035614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035614
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0955227
IRS990/IRPDocumentCnt02169
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04249
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0256
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0213
IRS990/LandBldgEquipCostOrOtherBssAmt04462
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Amish Mutual Mortgage Fund is a church controlled organization whereby Old Order Amish members invest funds which are channeled to those in need of borrowing funds to maintain the Anabaptist religious beliefs, cultural traditions and lifestyles for residential real estate loans.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt025750
IRS990/NetAssetsOrFundBalancesEOYAmt095496
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-31096
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01341
IRS990/OfficeExpensesGrp/ProgramServicesAmt06205
IRS990/OfficeExpensesGrp/TotalAmt07546
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt058695
IRS990/OtherAssetsTotalGrp/EOYAmt064500
IRS990/OtherChangesInNetAssetsAmt056456
IRS990/OtherExpensesGrp/Desc0Interest-Investments
IRS990/OtherExpensesGrp/ProgramServicesAmt0947746
IRS990/OtherExpensesGrp/TotalAmt0947746
IRS990/OtherLiabilitiesGrp/BOYAmt034923185
IRS990/OtherLiabilitiesGrp/EOYAmt041198840
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0134
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0134
IRS990/OtherRevenueTotalAmt0134
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt032689170
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt037793858
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Ernest L Schwartz
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0Contract Loan Interest
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01141239
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01141239
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt062
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt070000
IRS990/PYInvestmentIncomeAmt041654
IRS990/PYOtherExpensesAmt0937164
IRS990/PYProgramServiceRevenueAmt0979680
IRS990/PYRevenuesLessExpensesAmt014232
IRS990/PYTotalExpensesAmt01007164
IRS990/PYTotalRevenueAmt01021396
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt044386
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01176987
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02253128
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02036225
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt041654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt024978
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102246
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01141239
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0979680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0787453
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt02908372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035614
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt041654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt024978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102246
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0134
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt062
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0130
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0326
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt02908372
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01141239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0979680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0787453
IRS990ScheduleA/Total509Grp/TotalAmt02908372
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01176987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01021396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0812561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03010944
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04249
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04462
IRS990ScheduleD/ExpensesSubtotalAmt01132601
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt064500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest Receivable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041049251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1149589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Investors Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Investors IRA Accounts
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0511517
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt149954
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2269980
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3123776
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Chase Investments
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Edward Jones Investments
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Freeman Spicer Investment
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Lake City Bank Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueSubtotalAmt01176987
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0213
IRS990ScheduleD/TotalBookValueOtherAssetsAmt064500
IRS990ScheduleD/TotalBookValueSecuritiesAmt0955227
IRS990ScheduleD/TotalExpensesPerForm990Amt01132601
IRS990ScheduleD/TotalLiabilityAmt041198840
IRS990ScheduleD/TotalRevenuePerForm990Amt01176987
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01176987
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01132601
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Special Needs Children assistance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bright Beginnings - Nappanee Opport
IRS990ScheduleI/RecipientTable/RecipientEIN0263406566
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt09261 W 1350 N
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Nappanee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046550
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0If the organization has a profit, inquiries are made to the Bright Beginnings - Nappanee Opportunity Schools as to whether operating fund are needed. Then a board dicision is made as to the amount of the profit that might be granted to this organization for the education of special needs children.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Matt Hochstetler
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Assistant Treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt086656
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Professional Fees
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is presented at the next board meeting of the officers after it is completed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Ernest L. Schwartz - 13090 N 950 W - Nappanee, IN 46550Christ B. Kurtz - 7178 Cedar Rd. - Bourbon, IN 46504Ernest R. Hochstetler - 955 Baltimore Ave. - Nappanee, IN 46550Stephen J. Helmuth - 5584 W 1100 N - Milford, IN 46542Lyle E. Yoder - 69810 Beech Rd. - Nappanee, IN 46550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The directors fees are set with approval of the whole investor group.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Director and treaurer fees are set with approval of the whole investor group.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 and other publicly required available forms are available upon request from the treasurers office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Changes as per audited financials
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Officer director etc mailing address Part VI line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01500000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt035018935
IRS990/TotalAssetsEOYAmt041294336
IRS990/TotalAssetsGrp/BOYAmt035018935
IRS990/TotalAssetsGrp/EOYAmt041294336
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021729
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01110872
IRS990/TotalFunctionalExpensesGrp/TotalAmt01132601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt034993185
IRS990/TotalLiabilitiesEOYAmt041198840
IRS990/TotalLiabilitiesGrp/BOYAmt034993185
IRS990/TotalLiabilitiesGrp/EOYAmt041198840
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025750
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095496
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01110872
IRS990/TotalProgramServiceRevenueAmt01141239
IRS990/TotalReportableCompFromOrgAmt015750
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01176987
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01176987
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035018935
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt041294336
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0345
IRS990/TravelGrp/ProgramServicesAmt03108
IRS990/TravelGrp/TotalAmt03453
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025750
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1404504
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013090 N 950 W
IRS990/USAddress/CityNm0Nappanee
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046550
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LaMar O Hochstetler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05746584618
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMISH MUTUAL MORTGAGE FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMIS
ReturnHeader/Filer/EIN0351798265
ReturnHeader/Filer/USAddress/AddressLine1Txt010313 N 500 W
ReturnHeader/Filer/USAddress/CityNm0Milford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0465429448
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262679374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOH Bookkeeping and Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010313 N 500 W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,294,336
Liabilities
$41,198,840
Net assets
$95,496
Revenue
$1,176,987
Expenses
$1,132,601
Net income
$44,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$93.7$92.5$1.17$4.90$4.45$0.46
2023Detailed filing. Detailed filing data is available for this year.$91.2$90.5$0.71$4.47$3.90$0.57
2022Detailed filing. Detailed filing data is available for this year.$91.6$91.3$0.26$2.54$2.40$0.14
2021Detailed filing. Detailed filing data is available for this year.$84.8$84.3$0.57$2.13$2.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$68.8$68.3$0.52$1.88$1.94$0.06
2019Detailed filing. Detailed filing data is available for this year.$61.9$61.5$0.47$1.96$1.88$0.08
2018Detailed filing. Detailed filing data is available for this year.$58.6$58.3$0.33$1.84$1.63$0.21
2017Detailed filing. Detailed filing data is available for this year.$55.8$55.5$0.23$1.53$1.50$0.04
2016Detailed filing. Detailed filing data is available for this year.$49.0$48.9$0.14$1.34$1.31$0.03
2015Detailed filing. Detailed filing data is available for this year.$41.3$41.2$0.10$1.18$1.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$35.0$35.0$0.03$1.02$1.01$0.01