Civic Intelligence

Geauga Amish Loan Fund

990PF • Fiscal year 2023 • EIN 56-2493607

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

15016 Patch RoadBurton, OH 44021

(440) 834-0776

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

25.33x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

55th percentile

4.8%

Higher net margin than 55% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

17th percentile

$120,078

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Up

$101,672,961

Up $8,120,744 (+8.7%) from 2022

Net Assets

Up

$477,870

Up $192,583 (+68%) from 2022

Liabilities

Up

$101,195,091

Up $7,928,161 (+8.5%) from 2022

Revenue

Up

$3,994,595

Up $861,328 (+27%) from 2022

Expenses

Up

$3,802,012

Up $732,124 (+24%) from 2022

Net Income

Up

$192,583

Up $129,204 (+204%) from 2022

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $14,404,817Liabilities 2010: $14,354,817Net Assets 2010: $50,0002010Assets 2011: $18,193,972Liabilities 2011: $18,170,050Net Assets 2011: $23,9222011Assets 2012: $22,206,704Liabilities 2012: $22,196,673Net Assets 2012: $10,0312012Assets 2013: $26,083,557Liabilities 2013: $26,005,114Net Assets 2013: $78,4432013Assets 2014: $30,673,746Liabilities 2014: $30,584,192Net Assets 2014: $89,5542014Assets 2015: $33,278,385Liabilities 2015: $33,154,968Net Assets 2015: $123,4172015Assets 2016: $37,256,649Liabilities 2016: $37,225,553Net Assets 2016: $31,0962016Assets 2017: $43,513,629Liabilities 2017: $43,464,226Net Assets 2017: $49,4032017Assets 2018: $48,359,861Liabilities 2018: $48,211,8442018Assets 2019: $53,740,692Liabilities 2019: $53,554,573Net Assets 2019: $186,1192019Assets 2020: $64,343,905Liabilities 2020: $64,196,956Net Assets 2020: $146,9492020Assets 2021: $80,927,825Liabilities 2021: $80,705,917Net Assets 2021: $221,9082021Assets 2022: $93,552,217Liabilities 2022: $93,266,930Net Assets 2022: $285,2872022Assets 2023: $101,672,961Liabilities 2023: $101,195,091Net Assets 2023: $477,8702023Assets 2024: $108,535,762Liabilities 2024: $107,771,510Net Assets 2024: $764,2522024

Highlighted filing

2023

Assets$101,672,961
Liabilities$101,195,091
Net Assets$477,870

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $649,7202010Expenses 2011: $725,6322011Expenses 2012: $850,4962012Revenue 2013: $935,144Expenses 2013: $866,732Net Income 2013: $68,4122013Revenue 2014: $1,060,802Expenses 2014: $1,049,691Net Income 2014: $11,1112014Revenue 2015: $1,214,109Expenses 2015: $1,180,246Net Income 2015: $33,8632015Revenue 2016: $1,358,399Expenses 2016: $1,341,050Net Income 2016: $17,3492016Revenue 2017: $1,481,005Expenses 2017: $1,462,698Net Income 2017: $18,3072017Revenue 2018: $1,685,778Expenses 2018: $1,624,407Net Income 2018: $61,3712018Revenue 2019: $1,832,337Expenses 2019: $1,812,396Net Income 2019: $19,9412019Revenue 2020: $2,020,889Expenses 2020: $2,060,059Net Income 2020: -$39,1702020Revenue 2021: $2,599,805Expenses 2021: $2,524,846Net Income 2021: $74,9592021Revenue 2022: $3,133,267Expenses 2022: $3,069,888Net Income 2022: $63,3792022Revenue 2023: $3,994,595Expenses 2023: $3,802,012Net Income 2023: $192,5832023Revenue 2024: $4,974,548Expenses 2024: $4,688,166Net Income 2024: $286,3822024

Highlighted filing

2023

Revenue$3,994,595
Expenses$3,802,012
Net Income$192,583
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE MILLERTreasurerFT$120,078-$120,078
DAVID BARKMANAsst TreasurerPT$3,080-$3,080
RAYMOND E YODERTrustee-$0--
JOE KAUFFMANTrustee-$0--
ALLEN BYLERTrustee-$0--
RAY GINGERICHChairman-$0--
JAKE J BYLERTrustee-$0--
ANDY BYLERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Geauga Amish Loan Fund
EIN
56-2493607
In Care Of
% JOSEPH W MILLER
Phone
4408340776
Address
15016 PATCH ROAD, BURTON, OH 44021

Signing Officer

Name
Joseph W Miller
Title
Treasurer
Phone
4408340776
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Advanced Accounting Consultants LLC
Address
Po Box 865, Middlefield, OH 44062
Preparer
Nicholas P Giardina
Phone
4406327070
Raw XML Appendix321 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RAYMOND E YODER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOE KAUFFMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOE MILLER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt515565 GEORGIA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt65041 DONLEY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt715016 PATCH ROAD
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0We make loans to members of the Amish community to enable them to acquire land and real estate improvements
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1and therby encourage formation and continuance of family farms and other home-based businesses. Amish
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2religion and lifestyle is centered in home, family and community. The church encouragesits members to work at
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3home and within the community, as opposed to commuting to a job site distant from the community.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4We have increased the loans outstanding to the community and have increased home ownership for the Amish.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5This has been another year of increase year over year meaning more families have been helped which is the
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt6entire reason this organization was started.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt7The membership dues on line 2 Part XVI-A are to help contribute to the loans to the Amish families. The Income from
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt8Line 7 Part XVI-A are from the Amish Families that the organization helped assist in the purchase of the land and or
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt9Home.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOE MILLER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015016 PATCH RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044021
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/PhoneNum04408340776
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt016049
LandEtcSchedule2/LandEtcGrp/BookValueAmt052608
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0OFFICE FURNITURE FIXTURES, LHI
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt068657
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt052608
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt099020
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt132023
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER CURRENT ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0141950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt125818
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0141950
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt125818
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TAXI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TELE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MORTGAGE RELEASE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MISC
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7ANNUAL MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9EDUCATION MATERIALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10OTHER ADMINISTRATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt122750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt26788
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt32155
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45151
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt56781
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt62768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt77416
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8959
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt103034
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest on Loans
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Misc
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03917064
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13769
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt091808357
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11455550
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Total Fund Balances - Investments
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1Construction Funds Held Liability
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt099895726
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11298405
TaxesSchedule/TaxesDetail/Amt01185
TaxesSchedule/TaxesDetail/CategoryTxt0other
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH W MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04408340776
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEAUGA AMISH LOAN FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEAU
ReturnHeader/Filer/EIN0562493607
ReturnHeader/Filer/InCareOfNm0% JOSEPH W MILLER
ReturnHeader/Filer/PhoneNum04408340776
ReturnHeader/Filer/USAddress/AddressLine1Txt015016 PATCH ROAD
ReturnHeader/Filer/USAddress/CityNm0BURTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300488741
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Advanced Accounting Consultants LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Po Box 865
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middlefield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044062
ReturnHeader/PreparerPersonGrp/PhoneNum04406327070
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicholas P Giardina
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-10-31T04:12:34-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$109$108$0.76$4.97$4.69$0.29
2023Detailed filing. Detailed filing data is available for this year.$102$101$0.48$3.99$3.80$0.19
2022Detailed filing. Detailed filing data is available for this year.$93.6$93.3$0.29$3.13$3.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$80.9$80.7$0.22$2.60$2.52$0.07
2020Detailed filing. Detailed filing data is available for this year.$64.3$64.2$0.15$2.02$2.06$0.04
2019Detailed filing. Detailed filing data is available for this year.$53.7$53.6$0.19$1.83$1.81$0.02
2018Summary only. Only limited summary data is available for this year.$48.4$48.2$1.69$1.62$0.06
2017Detailed filing. Detailed filing data is available for this year.$43.5$43.5$0.05$1.48$1.46$0.02
2016Detailed filing. Detailed filing data is available for this year.$37.3$37.2$0.03$1.36$1.34$0.02
2015Detailed filing. Detailed filing data is available for this year.$33.3$33.2$0.12$1.21$1.18$0.03
2014Detailed filing. Detailed filing data is available for this year.$30.7$30.6$0.09$1.06$1.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$26.1$26.0$0.08$0.94$0.87$0.07
2012Detailed filing. Detailed filing data is available for this year.$22.2$22.2$0.01$0.85
2011Detailed filing. Detailed filing data is available for this year.$18.2$18.2$0.02$0.73
2010Detailed filing. Detailed filing data is available for this year.$14.4$14.4$0.05$0.65