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ANABAPTIST FINANCIAL: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANABAPTIST FINANCIAL (EIN 32-0158554)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-14
IRS object ID
202413199349308141
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T13:37:49-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN570772152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAYNE WHITE AND SCHMUTZ CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1114 WN 1ST STREETAddressLine1Txt
CitySENECACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29678ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320158554EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANABAPTIST FINANCIALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANABBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 WHISPER CREEK DRIVEAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIM THOMASPersonNm
Person TitleFINANCIAL OFFICPersonTitleTxt
Phone8006539817PhoneNum
Signature2024-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristian SchmutzPreparerPersonNm
PTINP01829100PTIN
Phone8648821937PhoneNum
Preparation2024-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPAUL A MILLERPrincipalOfficerNm
Gross Receipts$47,423,871GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AFWEB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2005FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionANABAPTIST 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)ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee35TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$28,723,019PYProgramServiceRevenueAmt
CY Program Service Revenue$43,585,622CYProgramServiceRevenueAmt
PY Investment Income$390,872PYInvestmentIncomeAmt
CY Investment Income$3,107,891CYInvestmentIncomeAmt
PY Other Revenue$341,348PYOtherRevenueAmt
CY Other Revenue$730,358CYOtherRevenueAmt
PY Total Revenue$29,455,239PYTotalRevenueAmt
CY Total Revenue$47,423,871CYTotalRevenueAmt
PY Grants And Similar Paid$275,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,900,204PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,273,752CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$55,746CYTotalFundraisingExpenseAmt
PY Other Expenses$23,524,736PYOtherExpensesAmt
CY Other Expenses$40,781,476CYOtherExpensesAmt
PY Total Expenses$25,699,940PYTotalExpensesAmt
CY Total Expenses$43,055,228CYTotalExpensesAmt
PY Revenues Less Expenses$3,755,299PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,368,643CYRevenuesLessExpensesAmt
Total Assets BOY$711,959,439TotalAssetsBOYAmt
Total Assets EOY$804,017,830TotalAssetsEOYAmt
Total Liabilities BOY$690,909,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$778,598,993TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,050,194NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,418,837NetAssetsOrFundBalancesEOYAmt
MissionANABAPTIST 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)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$41,125,728ExpenseAmt
Revenue$44,315,980RevenueAmt
DescLOAN PROGRAM: AF MAKES LOANS TO ANABAPTIST INDIVIDUALS, BUSINESSES, AND CHARITABLE ORGANIZATIONS. LOANS INCLUDE BUSINESS REAL ESTATE, BUSINESS OPERATING, AND HOME MORTGAGES. AS OF ITS CURRENT YEAR END, AF HAD 3,170 OUTSTANDING LOANS IN ITS LOAN PORTFOLIO, TOTALING LOAN RECEIVABLES OF $711,069,736 NET OF A LOAN LOSS RESERVE OF $1,721,869. THESE LOANS ASSIST ANABAPTISTS IN MAINTAINING THEIR RELIGIOUS BELIEFS AND CULTURAL LIFESTYLES.Desc
Total Program Service Expenses$41,125,728TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document8279IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee35EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTIM THOMASPersonNm
Phone8006539817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 WHISPER CREEK DRIVEAddressLine1Txt
CityLEWISBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TIM THOMAS
FINANCIAL OFFICER46.000.00Yes (X)$145,215$0$0
PAUL A MILLER
EXECUTIVE OFFICER44.000.00Yes (X)$139,948$0$0
MERLE HERR
BUSINESS RESOURCE OFFICER0.0048.00Yes (X)$0$136,864$0
JASON PEACHEY
ACCOUNTING & IT MANAGER50.000.00$112,181$0$0Yes (X)
RICHIE LAUER
FOUNDATION OFFICER0.0038.00Yes (X)$0$110,985$0
FLOYD MILLER
OPERATIONS OFFICER42.000.00Yes (X)$107,600$0$0
MARK PEACHEY
OFFICER0.0042.00Yes (X)$0$94,723$0
KENNETH BURKHOLDER
VICE CHAIRMAN0.501.00$0$42,753$0Yes (X)
LARRY TROYER
AT LARGE0.501.00$0$25,759$0Yes (X)
DENNIS MARTIN
EXECUTIVE ADMINISTRATOR9.000.00Yes (X)$24,438$0$0
M DEAN WENGERD
AT LARGE0.501.00$0$0$0Yes (X)
RICHARD HOOVER
AT LARGE0.501.00$0$0$0Yes (X)
AMOS HURST JR
TREASURER0.501.00$0$0$0Yes (X)
STEPHEN STOLTZFUS
AT LARGE0.501.00$0$0$0Yes (X)
ANDREW ZIMMERMAN
SECRETARY0.501.00$0$0$0Yes (X)
WAYNE KEIM
AT LARGE0.501.00$0$0$0Yes (X)
BEN A STOLTZFUS
CHAIRMAN0.501.00$0$0$0Yes (X)
NATHAN ZIMMERMAN
AT LARGE0.501.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$529,382TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$411,084TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LOAN ORIGINATION FEES900099$549,600$549,600
LOAN PROGRAM INTEREST900099$42,627,256$42,627,256
COMMITMENT FEES900099$158,105$158,105
OTHER PROGRAM FEES900099$214,661$214,661
AFFILIATED NPO MGT FEE532000$36,000$36,000
FieldValueIRS element (for citing)
Total Program Service Revenue$43,585,622TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,107,891TotalRevenueColumnAmt
Exclusion$3,107,891ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINTEREST FROM OFFRDQPSDesc
Business900099BusinessCd
Total Revenue Column$730,358TotalRevenueColumnAmt
Related Or Exempt Func Income$730,358RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$730,358OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,423,871TotalRevenueColumnAmt
Related Or Exempt Func Income$44,315,980RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,107,891ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$559,926TotalAmt
Program Services$167,418ProgramServicesAmt
Management And General$391,948ManagementAndGeneralAmt
Fundraising$560FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,535TotalAmt
Program Services$2,121ProgramServicesAmt
Management And General$1,396ManagementAndGeneralAmt
Fundraising$18FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,529,758TotalAmt
Program Services$917,855ProgramServicesAmt
Management And General$604,890ManagementAndGeneralAmt
Fundraising$7,013FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,806TotalAmt
Program Services$6,484ProgramServicesAmt
Management And General$4,268ManagementAndGeneralAmt
Fundraising$54FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,360TotalAmt
Program Services$4,416ProgramServicesAmt
Management And General$2,921ManagementAndGeneralAmt
Fundraising$23FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$162,367TotalAmt
Program Services$97,420ProgramServicesAmt
Management And General$64,135ManagementAndGeneralAmt
Fundraising$812FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,286TotalAmt
Management And General$60,286ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$31,716TotalAmt
Management And General$31,716ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$202,621TotalAmt
Program Services$149,062ProgramServicesAmt
Management And General$49,393ManagementAndGeneralAmt
Fundraising$4,166FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,545TotalAmt
Fundraising$16,545FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$375,818TotalAmt
Program Services$241,950ProgramServicesAmt
Management And General$118,359ManagementAndGeneralAmt
Fundraising$15,509FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$630,024TotalAmt
Program Services$320,016ProgramServicesAmt
Management And General$298,962ManagementAndGeneralAmt
Fundraising$11,046FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$256,639TotalAmt
Program Services$134,459ProgramServicesAmt
Management And General$122,180ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$119,728TotalAmt
Program Services$59,864ProgramServicesAmt
Management And General$59,864ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,466TotalAmt
Management And General$19,466ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$38,923,465TotalAmt
Program Services$38,923,465ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$87,940TotalAmt
Program Services$43,970ProgramServicesAmt
Management And General$43,970ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROVISION FOR LOAN LOSSESDesc
Total$57,228TotalAmt
Program Services$57,228ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$43,055,228TotalAmt
Program Services$41,125,728ProgramServicesAmt
Management And General$1,873,754ManagementAndGeneralAmt
Fundraising$55,746FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$19,391,003BOYAmt
EOY$68,647,180EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,162,370BOYAmt
EOY$7,875,985EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,830BOYAmt
EOY$69,584EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$10,519,703BOYAmt
EOY$12,101,586EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$655,994,622BOYAmt
EOY$697,246,281EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,680,270LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$463,851LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,289,905BOYAmt
EOY$3,216,419EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,403,454BOYAmt
EOY$10,726,963EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,190,552BOYAmt
EOY$4,133,832EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$711,959,439BOYAmt
EOY$804,017,830EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$131,658BOYAmt
EOY$130,374EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,777,587BOYAmt
EOY$778,468,619EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,909,245BOYAmt
EOY$778,598,993EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,050,194BOYAmt
EOY$25,418,837EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,050,194BOYAmt
EOY$25,418,837EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$711,959,439BOYAmt
EOY$804,017,830EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,368,643ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$350,694CurrentTaxYearMinus3YearsAmt
Total$350,694TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,820,443CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,585,656CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,461,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,064,367CurrentTaxYearMinus1YearAmt
Current Tax Year$44,315,980CurrentTaxYearAmt
Total$129,248,217TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,820,443CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,936,350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,461,771CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,064,367CurrentTaxYearMinus1YearAmt
Current Tax Year$44,315,980CurrentTaxYearAmt
Total$129,598,911TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$194,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$215,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$245,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$341,348CurrentTaxYearMinus1YearAmt
Current Tax Year$730,358CurrentTaxYearAmt
Total$1,726,545TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$194,267CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$215,541CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$245,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$341,348CurrentTaxYearMinus1YearAmt
Current Tax Year$730,358CurrentTaxYearAmt
Total$1,726,545TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$127,872,366PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,893CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$504,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$390,872CurrentTaxYearMinus1YearAmt
Current Tax Year$3,107,891CurrentTaxYearAmt
Total$4,897,266TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,893CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$504,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$390,872CurrentTaxYearMinus1YearAmt
Current Tax Year$3,107,891CurrentTaxYearAmt
Total$4,897,266TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,627,336CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,441,060CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,548,671CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,455,239CurrentTaxYearMinus1YearAmt
Current Tax Year$47,423,871CurrentTaxYearAmt
Total$134,496,177TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.95080PublicSupportCY509Pct
Public Support PY5090.96740PublicSupportPY509Pct
Investment Income CY0.04000InvestmentIncomeCYPct
Investment Income PY0.02000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$641,198OtherCostOrOtherBasisAmt
Book Value$641,198BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,885,362OtherCostOrOtherBasisAmt
Depreciation$342,637DepreciationAmt
Book Value$2,542,725BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$153,710OtherCostOrOtherBasisAmt
Depreciation$121,214DepreciationAmt
Book Value$32,496BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,216,419TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
Book Value$4,133,832BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,133,832TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INVESTMENT AGREEMENTS PAYABLE$744,468,619
DEMAND LOAN - ANABAPTIST FOUNDATION$34,000,000
FieldValueIRS element (for citing)
Total Liability$778,468,619TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$47,423,871TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$47,423,871RevenueSubtotalAmt
Total Revenue Per Form990$47,423,871TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$43,055,228TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$43,055,228ExpensesSubtotalAmt
Total Expenses Per Form990$43,055,228TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFootnote for uncertain tax position under FIN 48 (Part X)FormAndLineReferenceDesc
ExplanationAF 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 OF JUNE 30, 2024 AND 2023.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (14 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ARLYN K BURKHOLDER
SON OF BOARD MEMBERHOME MORTGAGEYes (X)$204,000$98,105falseYes (true)Yes (true)
DELMER J BENDER
BRD MEMBR SON-IN-LAWBUSINESS REAL ESTATEYes (X)$415,000$203,784falseYes (true)Yes (true)
STEPHEN S STOLTZFUS
BOARD MEMBERBUSINESS REAL ESTATEYes (X)$6,794,142$6,777,111falseYes (true)Yes (true)
KENNETH N BURKHOLDER
BOARD MEMBERBUSINESS REAL ESTATEYes (X)$160,000$11,539falseYes (true)Yes (true)
GOODS STORE LP
BRD MEMBER BUSINESSBUSINESS REAL ESTATEYes (X)$518,000$380,328falseYes (true)Yes (true)
BB ACRES
BRD MEMBER BUSINESSBUSINESS REAL ESTATEYes (X)$96,000$79,166falseYes (true)Yes (true)
MELVIN K STOLTZFUS
SON OF BOARD MEMBERBUSINESS REAL ESTATEYes (X)$630,000$604,164falseYes (true)Yes (true)
STOLTZFUS FAMILY PROPERTIES LLC
BOARD MEMBERBUSINESS REAL ESTATEYes (X)$758,000$754,821falseYes (true)Yes (true)
CREATIVE GAZEBOS LLC
BOARD MEMBERBUSINESS REAL ESTATEYes (X)$1,500,000$1,442,837falseYes (true)Yes (true)
SUZANNE KING
DAUGHTER OF BRD MEMBBUSINESS REAL ESTATEYes (X)$465,000$402,427falseYes (true)Yes (true)
JUSTIN WITMER
SON IN LAW OF BRD MEBUSINESS REAL ESTATEYes (X)$155,000$149,491falseYes (true)Yes (true)
STOLTZFUS FAMILY PROPERTIES LLC
BOARD MEMBERBUSINESS REAL ESTATEYes (X)$1,060,800$974,553falseYes (true)Yes (true)
MELVIN STOLTZFUS
SON OF BOARD MEMBERBUSINESS REAL ESTATEYes (X)$66,000$64,132falseYes (true)Yes (true)
ANDREW BURKHOLDER
SON OF BOARD MEMBERBUSINESS REAL ESTATEYes (X)$160,000$159,128falseYes (true)Yes (true)
FieldValueIRS element (for citing)
Total Balance Due$12,101,586TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11AFS SENIOR MANAGEMENT REVIEW FORM 990 FOR ACCURACY PRIOR TO ITS FILING WITH THE IRS.
Conflict of interest policy compliance Part VI line 12cTHE 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 THEY 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 15aTHE 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 15bCOMPENSATION IS DETERMINED FOR FINANCIALS OTHER OFFICERS FOLLOWING THE SAME PROCEDURES AS DESCRIBED FOR FINANCIALS EXECUTIVE DIRECTOR.
Governing documents etc available to public Part VI line 19ANABAPTIST 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.
General explanation attachmentPART I AND III, LINE 1 (CONTINUATION):LOW INTEREST LOANS TO ANABAPTISTS TO FURTHER THE GOALS OF PRESERVING THE ANABAPTIST RELIGION AND WAY OF LIFE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
ANABAPTIST FOUNDATION
55 WHISPER CREEK DRIVELEWISBURGPA17837753187397ASSISTANCE TO PUBLIC CHARITIESPA501C37N/Afalse
STEWARSHIP RESOURCES
55 WHISPER CREEK DRIVELEWISBURGPA17837770688163EDUCATIONAL PROGRAMSPA501C37N/Afalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd