Civic Intelligence

Amish Mutual Mortgage Fund

990 • Fiscal year 2016 • EIN 35-1798265

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

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

92nd percentile

1.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

36.45x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

50th percentile

2.1%

Higher net margin than 50% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$49,017,721

Up $7,723,385 (+19%) from 2015

Net Assets

Up

$140,715

Up $45,219 (+47%) from 2015

Liabilities

Up

$48,877,006

Up $7,678,166 (+19%) from 2015

Revenue

Up

$1,340,947

Up $163,960 (+14%) from 2015

Expenses

Up

$1,312,344

Up $179,743 (+16%) from 2015

Net Income

Down

$28,603

Down $15,783 (-36%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$49,017,721
Liabilities$48,877,006
Net Assets$140,715

Operations Trend

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

2016

Revenue$1,340,947
Expenses$1,312,344
Net Income$28,603
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,340,947
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$37,793,858$44,690,391▲ $6,896,533
Savings and Temporary Cash Investments$2,036,225$2,349,095▲ $312,870
Investments Other Securities$955,227$1,217,387▲ $262,160
Cash and Non-Interest-Bearing Accounts$444,313$687,185▲ $242,872
Land, Buildings, and Equipment, Net$213$170▼ $43
Total Assets$41,294,336$49,017,721▲ $7,723,385
Other Assets Total$64,500$73,493▲ $8,993
Liabilities
Other Liabilities$41,198,840$48,877,006▲ $7,678,166
Total Liabilities$41,198,840$48,877,006▲ $7,678,166
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,500,000$1,500,000→ $0
Unrestricted Net Assets$-1,404,504$-1,359,285▲ $45,219
Total Net Assets Fund Balance$95,496$140,715▲ $45,219
Total Liabilities and Net Assets / Fund Balance$41,294,336$49,017,721▲ $7,723,385

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$170$4,292$4,462
Other Assets Org$73,493--
Other Securities$276,826--
Compensation and Service Providers

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
Chris KurtzVice ChairmanPT$2,100$2,100
Delbert H MillerAssistant Vice-chairmanPT$2,100$2,100
Lyle E YoderAssistant SecretaryPT$2,100$2,100
Matthew L HochstetlerAsst TreasurerPT$2,100$2,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,308,449
Investment Income
$32,428
Other Revenue
$70
Change in Net Assets
$28,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,245,544
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$16,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,125,228--$1,125,228
Fees for Services Accounting$81,940$20,486-$102,426
Grants to Domestic Orgs$50,000--$50,000
Current Officers, Directors, Trustees, and Key Employees$15,120$1,680-$16,800
Office Expenses$9,835$2,072-$11,907
Travel$3,923$436-$4,359
Conferences and Meetings$315$1,266-$1,581
Depreciation Depletion$34$9-$43
Total Functional Expenses$1,286,395$25,949$0$1,312,344
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bright Beginnings - Nappanee OpportNappanee, IN-Special Needs Children assistance$50,000
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$91,221
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investors Accounts$48,639,809
Investors IRA Accounts$237,197
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
Yes
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
2017-05-11
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
Lamar O Hochstetler
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 428 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/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/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt0444313
IRS990/CashNonInterestBearingGrp/EOYAmt0687185
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01680
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt015120
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016800
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01266
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0315
IRS990/ConferencesMeetingsGrp/TotalAmt01581
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt032428
IRS990/CYOtherExpensesAmt01245544
IRS990/CYOtherRevenueAmt070
IRS990/CYProgramServiceRevenueAmt01308449
IRS990/CYRevenuesLessExpensesAmt028603
IRS990/CYSalariesCompEmpBnftPaidAmt016800
IRS990/CYTotalExpensesAmt01312344
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01340947
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/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01286395
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020486
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt081940
IRS990/FeesForServicesAccountingGrp/TotalAmt0102426
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/PersonNm1CHRIS KURTZ
IRS990/Form990PartVIISectionAGrp/PersonNm2STEPHEN J HELMUTH
IRS990/Form990PartVIISectionAGrp/PersonNm3LYLE E YODER
IRS990/Form990PartVIISectionAGrp/PersonNm4LAMAR O HOCHSTETLER
IRS990/Form990PartVIISectionAGrp/PersonNm5DELBERT H MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW L HOCHSTETLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt32100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt42800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62100
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/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01340947
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt032428
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032428
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0955227
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01217387
IRS990/IRPDocumentCnt02295
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04292
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0213
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0170
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/NetAssetsOrFundBalancesBOYAmt095496
IRS990/NetAssetsOrFundBalancesEOYAmt0140715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016616
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02072
IRS990/OfficeExpensesGrp/ProgramServicesAmt09835
IRS990/OfficeExpensesGrp/TotalAmt011907
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt064500
IRS990/OtherAssetsTotalGrp/EOYAmt073493
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Interest-Investments
IRS990/OtherExpensesGrp/ProgramServicesAmt01125228
IRS990/OtherExpensesGrp/TotalAmt01125228
IRS990/OtherLiabilitiesGrp/BOYAmt041198840
IRS990/OtherLiabilitiesGrp/EOYAmt048877006
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/Desc0Other Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070
IRS990/OtherRevenueTotalAmt070
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt037793858
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt044690391
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ERNEST L SCHWARTZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525990
IRS990/ProgramServiceRevenueGrp/Desc0Contract Loan Interest
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01308449
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01308449
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt070000
IRS990/PYInvestmentIncomeAmt035614
IRS990/PYOtherExpensesAmt01046851
IRS990/PYOtherRevenueAmt0134
IRS990/PYProgramServiceRevenueAmt01141239
IRS990/PYRevenuesLessExpensesAmt044386
IRS990/PYSalariesCompEmpBnftPaidAmt015750
IRS990/PYTotalExpensesAmt01132601
IRS990/PYTotalRevenueAmt01176987
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028603
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01340947
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02036225
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02349095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt032428
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt035614
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041654
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt024978
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134674
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt01308449
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt01141239
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0979680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0787453
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt04216821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt032428
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt035614
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt041654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt024978
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134674
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0134
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt062
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0130
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0396
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96900
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt04216821
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01308449
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01141239
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0979680
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0787453
IRS990ScheduleA/Total509Grp/TotalAmt04216821
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01340947
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01176987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01021396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0812561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04351891
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04292
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04462
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt073493
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Interest Receivable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048639809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1237197
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Investors Accounts
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Investors IRA Accounts
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011197
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1368088
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2290716
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3221509
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt427016
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt522035
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6276826
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MONEY MARKET ACCOUNTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CERT OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIXED INCOME MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EQUITY MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Land Held For Resale
IRS990ScheduleD/OtherSecuritiesGrp/Desc5REAL ESTATE INVESTMENT TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6NOTE RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0170
IRS990ScheduleD/TotalBookValueOtherAssetsAmt073493
IRS990ScheduleD/TotalBookValueSecuritiesAmt01217387
IRS990ScheduleD/TotalLiabilityAmt048877006
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
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/TransactionAmt091221
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/BOYAmt01500000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01500000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt041294336
IRS990/TotalAssetsEOYAmt049017721
IRS990/TotalAssetsGrp/BOYAmt041294336
IRS990/TotalAssetsGrp/EOYAmt049017721
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025949
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01286395
IRS990/TotalFunctionalExpensesGrp/TotalAmt01312344
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt041198840
IRS990/TotalLiabilitiesEOYAmt048877006
IRS990/TotalLiabilitiesGrp/BOYAmt041198840
IRS990/TotalLiabilitiesGrp/EOYAmt048877006
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0140715
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01286395
IRS990/TotalProgramServiceRevenueAmt01308449
IRS990/TotalReportableCompFromOrgAmt016800
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01340947
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01340947
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041294336
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt049017721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt0436
IRS990/TravelGrp/ProgramServicesAmt03923
IRS990/TravelGrp/TotalAmt04359
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-1404504
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1359285
IRS990/UponRequestInd0X
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/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMISH MUTUAL MORTGAGE FUND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings