ANABAPTIST FINANCIAL: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANABAPTIST FINANCIAL (EIN 32-0158554)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-12
- IRS object ID
- 202142859349300804
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-12T09:28:08-04:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570772152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYNE WHITE AND SCHMUTZ CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WN 1ST STREET | AddressLine1Txt |
| City | SENECA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320158554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANABAPTIST FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANAB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WHISPER CREEK DRIVE | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM THOMAS | PersonNm |
| Person Title | FINANCIAL OFFIC | PersonTitleTxt |
| Phone | 8006539817 | PhoneNum |
| Signature | 2021-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIM | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christian Schmutz | PreparerPersonNm |
| PTIN | P01829100 | PTIN |
| Phone | 8648821937 | PhoneNum |
| Preparation | 2021-10-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL A MILLER | PrincipalOfficerNm |
| Gross Receipts | $18,441,060 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AFWEB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ANABAPTIST FINANCIAL HAS BEEN ESTABLISHED TO ADVANCE CONSERVATIVE AMISH, MENNONITE, AND BRETHEN (ANABAPTIST) RELIGIOUS BELIEFS, CULTURAL TRADITIONS AND LIFESTYLES. ANABAPTIST FINANCIAL WAS CREATED TO GENERATE A SOURCE OF FUNDS FOR MAKING (CONTINUED) | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $350,694 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,626,176 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,370,115 | CYProgramServiceRevenueAmt |
| PY Investment Income | $806,893 | PYInvestmentIncomeAmt |
| CY Investment Income | $504,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $194,267 | PYOtherRevenueAmt |
| CY Other Revenue | $215,541 | CYOtherRevenueAmt |
| PY Total Revenue | $20,627,336 | PYTotalRevenueAmt |
| CY Total Revenue | $18,441,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $142,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $492,694 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,386,757 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,487,603 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,799 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,009,069 | PYOtherExpensesAmt |
| CY Other Expenses | $14,318,597 | CYOtherExpensesAmt |
| PY Total Expenses | $18,537,826 | PYTotalExpensesAmt |
| CY Total Expenses | $16,298,894 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,089,510 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,142,166 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $537,648,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $573,143,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $525,771,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $559,124,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,877,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,019,371 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ANABAPTIST FINANCIAL HAS BEEN ESTABLISHED TO ADVANCE CONSERVATIVE AMISH, MENNONITE, AND BRETHEN (ANABAPTIST) RELIGIOUS BELIEFS, CULTURAL TRADITIONS AND LIFESTYLES. ANABAPTIST FINANCIAL WAS CREATED TO GENERATE A SOURCE OF FUNDS FOR MAKING (CONTINUED) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,658,850 | ExpenseAmt |
| Revenue | $17,585,656 | RevenueAmt |
| Desc | LOAN 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 2,568 OUTSTANDING LOANS IN ITS LOAN PORTFOLIO, TOTALING LOAN RECEIVABLES OF $506,043,912 NET OF A LOAN LOSS RESERVE OF $1,661,731. THESE LOANS ASSIST ANABAPTISTS IN MAINTAINING THEIR RELIGIOUS BELIEFS AND CULTURAL LIFESTYLES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $492,694 | ExpenseAmt |
| Grant | $492,694 | GrantAmt |
| Desc | GRANTS AND ASSISTANCE PROGRAM: AF MAKES LIMITED GRANTS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. DURING THE CURRENT YEAR, AF GAVE SUPPORT TO TWO ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,151,544 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM THOMAS | PersonNm |
| Phone | 8006539817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WHISPER CREEK DRIVE | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| PAUL A MILLER | |||||||
| EXECUTIVE OFFICER | 32.25 | 12.23 | Yes (X) | $82,372 | $31,244 | $3,514 | |
| TIM THOMAS | |||||||
| FINANCIAL OFFICER | 39.27 | 0.00 | Yes (X) | $102,093 | $0 | $3,157 | |
| RICHIE LAUER | |||||||
| FOUNDATION OFFICER | 0.00 | 39.55 | Yes (X) | $0 | $95,116 | $2,942 | |
| TIM R STOLTZFUS | |||||||
| SENIOR OPERATIONS | 35.64 | 0.00 | Yes (X) | $84,545 | $0 | $2,615 | |
| FLOYD MILLER | |||||||
| OPERATIONS OFFICER | 38.57 | 0.00 | Yes (X) | $74,205 | $0 | $2,295 | |
| MERLE HERR | |||||||
| BUSINESS RESOURCE OFFICER | 0.97 | 28.27 | Yes (X) | $4,233 | $66,324 | $2,188 | |
| DENNIS MARTIN | |||||||
| EXECUTIVE ADMINISTRATOR | 8.65 | 0.00 | Yes (X) | $20,869 | $0 | $0 | |
| MARVIN MAST | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WAYNE KEIM | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JACOB R STOLTZFUS | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NATHAN J SIEGRIST | |||||||
| SECRETARY | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| KENNETH BURKHOLDER | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN STOLTZFUS | |||||||
| AT LARGE - PART YEAR | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NATHAN ZIMMERMAN | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| AMOS HURST JR | |||||||
| TREASURER | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BEN A STOLTZFUS | |||||||
| VICE CHARIMAN | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW ZIMMERMAN | |||||||
| AT LARGE | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD HOOVER | |||||||
| CHAIRMAN | 0.50 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $368,317 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $192,684 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,711 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SI-BE BUILDER LLC | |||||
| 200 TURKEY RUN ROAD | MIFFLINBURG | PA | 17844 | CONSTRUCTION SERVI | $178,662 |
| BARLEY SNYDER LLP | |||||
| 126 EAST KING ST | LANCASTER | PA | 17602 | LEGAL SERVICES | $113,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $350,694 | AllOtherContributionsAmt |
| Total Contributions | $350,694 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN ORIGINATION FEES | 900099 | $508,860 | $508,860 |
| LOAN PROGRAM INTEREST | 900099 | $16,545,259 | $16,545,259 |
| COMMITMENT FEES | 900099 | $62,271 | $62,271 |
| OTHER PROGRAM FEES | 900099 | $223,725 | $223,725 |
| AFFILIATED NPO RENT | 532000 | $30,000 | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,370,115 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504,710 | TotalRevenueColumnAmt |
| Exclusion | $504,710 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST FROM OFFRDQPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $215,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $215,541 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $215,541 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,441,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,585,656 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $504,710 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,694 | TotalAmt |
| Program Services | $492,694 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,767 | TotalAmt |
| Program Services | $141,279 | ProgramServicesAmt |
| Management And General | $227,109 | ManagementAndGeneralAmt |
| Fundraising | $379 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,904 | TotalAmt |
| Program Services | $26,342 | ProgramServicesAmt |
| Management And General | $17,342 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $943,687 | TotalAmt |
| Program Services | $566,211 | ProgramServicesAmt |
| Management And General | $373,224 | ManagementAndGeneralAmt |
| Fundraising | $4,252 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,402 | TotalAmt |
| Program Services | $6,241 | ProgramServicesAmt |
| Management And General | $4,109 | ManagementAndGeneralAmt |
| Fundraising | $52 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,172 | TotalAmt |
| Program Services | $7,903 | ProgramServicesAmt |
| Management And General | $5,253 | ManagementAndGeneralAmt |
| Fundraising | $16 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,671 | TotalAmt |
| Program Services | $64,603 | ProgramServicesAmt |
| Management And General | $42,530 | ManagementAndGeneralAmt |
| Fundraising | $538 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,916 | TotalAmt |
| Management And General | $119,916 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,229 | TotalAmt |
| Management And General | $26,229 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,579 | TotalAmt |
| Program Services | $199,281 | ProgramServicesAmt |
| Management And General | $5,123 | ManagementAndGeneralAmt |
| Fundraising | $36,175 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,884 | TotalAmt |
| Fundraising | $14,884 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,692 | TotalAmt |
| Program Services | $107,058 | ProgramServicesAmt |
| Management And General | $67,527 | ManagementAndGeneralAmt |
| Fundraising | $6,107 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,680 | TotalAmt |
| Program Services | $83,798 | ProgramServicesAmt |
| Management And General | $83,706 | ManagementAndGeneralAmt |
| Fundraising | $176 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,047 | TotalAmt |
| Program Services | $61,251 | ProgramServicesAmt |
| Management And General | $52,796 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,257 | TotalAmt |
| Program Services | $13,129 | ProgramServicesAmt |
| Management And General | $13,128 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,078 | TotalAmt |
| Management And General | $6,078 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,282,983 | TotalAmt |
| Program Services | $13,282,983 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,962 | TotalAmt |
| Program Services | $40,481 | ProgramServicesAmt |
| Management And General | $40,481 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR LOAN LOSSES | Desc |
| Total | $58,290 | TotalAmt |
| Program Services | $58,290 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,298,894 | TotalAmt |
| Program Services | $15,151,544 | ProgramServicesAmt |
| Management And General | $1,084,551 | ManagementAndGeneralAmt |
| Fundraising | $62,799 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,620,046 | BOYAmt |
| EOY | $4,855,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,793,307 | BOYAmt |
| EOY | $48,285,534 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,678 | BOYAmt |
| EOY | $35,450 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,781 | BOYAmt |
| EOY | $8,194,669 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,492,995 | BOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,576,477 | BOYAmt |
| EOY | $496,187,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,653,514 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208,819 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,495,533 | BOYAmt |
| EOY | $3,444,695 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,358,829 | BOYAmt |
| EOY | $10,363,473 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,794,083 | BOYAmt |
| EOY | $1,776,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,648,729 | BOYAmt |
| EOY | $573,143,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,448 | BOYAmt |
| EOY | $70,813 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,703,076 | BOYAmt |
| EOY | $559,053,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,771,524 | BOYAmt |
| EOY | $559,124,070 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,877,205 | BOYAmt |
| EOY | $14,019,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,877,205 | BOYAmt |
| EOY | $14,019,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,648,729 | BOYAmt |
| EOY | $573,143,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,142,166 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $350,694 | CurrentTaxYearAmt |
| Total | $350,694 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,863,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,805,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,159,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,820,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,585,656 | CurrentTaxYearAmt |
| Total | $83,234,936 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,863,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,805,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,159,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,820,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,936,350 | CurrentTaxYearAmt |
| Total | $83,585,630 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,541 | CurrentTaxYearAmt |
| Total | $694,821 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,167 | CurrentTaxYearMinus3YearsAmt |
| Total | $66,801 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $134,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $215,541 | CurrentTaxYearAmt |
| Total | $761,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $82,824,008 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $568,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $504,710 | CurrentTaxYearAmt |
| Total | $1,939,887 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $568,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,893 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $504,710 | CurrentTaxYearAmt |
| Total | $1,939,887 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,877,449 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,851,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,728,338 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,627,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,441,060 | CurrentTaxYearAmt |
| Total | $85,525,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96840 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97250 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $641,198 | OtherCostOrOtherBasisAmt |
| Book Value | $641,198 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,885,362 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,235 | DepreciationAmt |
| Book Value | $2,759,127 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,954 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,584 | DepreciationAmt |
| Book Value | $44,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,444,695 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| Book Value | $1,776,434 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,776,434 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT AGREEMENTS PAYABLE | $540,053,257 |
| DEMAND LOAN - ANABAPTIST FOUNDATION | $19,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $559,053,257 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,441,060 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $18,441,060 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $18,441,060 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,298,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $16,298,894 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $16,298,894 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | AF HAS ADOPTED ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS. AFS POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO AF, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. PENALTIES AND INTEREST RELATED TO UNDERPAYMENT OF INCOME TAXES ARE NOT RECORDED AS INCOME TAXES BUT AS PENALTIES AND INTEREST EXPENSE. MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2020 AND 2019. YEARS ENDING ON OR AFTER JUNE 30, 2018 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| STEWARDSHIP RESOURCES | |||||||
| 55 WHISPER CREEK DRIVE | LEWISBURG | PA | 17837 | 770688163 | 501C3 | $142,000 | OPERATIONS |
| ANABAPTIST FOUNDATION | |||||||
| 55 WHISPER CREEK DRIVE | LEWISBURG | PA | 17837 | 753187397 | 501C3 | $350,694 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (15 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| MATTHEW D STOLTZFUS | |||||||
| SON OF BOARD MEMBER | BUSINESS REAL ESTATE | Yes (X) | $164,000 | $153,204 | false | Yes (true) | Yes (true) |
| DELMER J BENDER | |||||||
| BRD MEMBR SON-IN-LAW | BUSINESS REAL ESTATE | Yes (X) | $415,000 | $236,464 | false | Yes (true) | Yes (true) |
| SAMUEL Z STOLTZFUS | |||||||
| BOARD MEMBER SON | HOME MORTGAGE | Yes (X) | $708,000 | $589,566 | false | Yes (true) | Yes (true) |
| RICHARD J LAUER | |||||||
| OFFICER | BUSINESS REAL ESTATE | Yes (X) | $16,800 | $11,243 | false | Yes (true) | Yes (true) |
| CLINTON M MARTIN | |||||||
| OFFICER BROTHER | BUSINESS REAL ESTATE | Yes (X) | $150,000 | $96,334 | false | Yes (true) | Yes (true) |
| GLENN R STOLTZFUS | |||||||
| BOARD MEMBER SON | HOME MORTGAGE | Yes (X) | $195,000 | $186,667 | false | Yes (true) | Yes (true) |
| PHILIP ZIMMERMAN | |||||||
| BOARD MEMBER BROTHER | BUSINESS REAL ESTATE | Yes (X) | $450,000 | $421,941 | false | Yes (true) | Yes (true) |
| JUSTIN D WITMER | |||||||
| BRD MEMB SON-IN-LAW | HOME MORTGAGE | Yes (X) | $500,000 | $82,704 | false | Yes (true) | Yes (true) |
| JONAS MERVIN STOLTZFUS | |||||||
| OFFICER BROTHER | HOME MORTGAGE | Yes (X) | $207,000 | $192,195 | false | Yes (true) | Yes (true) |
| RYAN M BURKHOLDER | |||||||
| OFFICER SON-IN-LAW | HOME MORTGAGE | Yes (X) | $70,000 | $39,749 | false | Yes (true) | Yes (true) |
| ZIMMCO ENTERPRISES | |||||||
| BRD MEMBER BUSINESS | BUSINESS REAL ESTATE | Yes (X) | $1,800,000 | $1,404,861 | false | Yes (true) | Yes (true) |
| KENNETH N BURKHOLDER | |||||||
| BOARD MEMBER | BUSINESS REAL ESTATE | Yes (X) | $160,000 | $81,151 | false | Yes (true) | Yes (true) |
| RICHARD J LAUER III | |||||||
| OFFICER SON | BUSINESS REAL ESTATE | Yes (X) | $79,430 | $60,391 | false | Yes (true) | Yes (true) |
| GOODS STORE LP | |||||||
| BRD MEMBER BUSINESS | BUSINESS REAL ESTATE | Yes (X) | $4,547,480 | $4,550,000 | false | Yes (true) | Yes (true) |
| BB ACRES | |||||||
| BRD MEMBER BUSINESS | BUSINESS REAL ESTATE | Yes (X) | $96,000 | $88,199 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $8,194,669 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ZACHARY BARKMAN | |||
| SON-IN-LAW OF OFFICER | $37,262 | COMPENSATION | false |
| FRIEDRICH B STOLTZFUS | |||
| SON OF OFFICER | $9,273 | COMPENSATION | false |
| LINDA STOLTZFUS | |||
| WIFE OF OFFICER | $9,725 | COMPENSATION | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | AFs senior management review Form 990 for accuracy prior to its filing with the IRS. |
| Conflict of interest policy compliance Part VI line 12c | The governing board is charged with the responsibility of monitoring compliance with AFs conflict of interest policy. Board members must affirm that they have received a copy of the policy, that they understand the policy, that they agree to comply with the policy, and that must always act in the best interest of the organization. A complete copy of the policy may be acquired by contacting the organizations business office. |
| CEO executive director top management comp Part VI line 15a | The compensation of the Executive Director is reviewed annually by the governing board. Comparative and other data is used to determine the proposed level of compensation. The governing board approves the compensation arrangements which is documented in the board minutes. |
| Other officer or key employee compensation Part VI line 15b | COMPENSATION IS DETERMINED FOR FINANCIALS OTHER OFFICERS FOLLOWING THE SAME PROCEDURES AS DESCRIBED FOR FINANCIALS EXECUTIVE DIRECTOR. |
| Governing documents etc available to public Part VI line 19 | Anabaptist Financial includes its financial statments in its annual registration statement with the Pennsylvania Securities Commission. Copies of financial statements and other governing documents are also available upon request. These documents may also be inspected at Financials business office located in Lewisburg, PA during normal business hours. |
| General explanation attachment | Part I and III, Line 1 (continuation):low interest loans to Anabaptists to further the goals of preserving the Anabaptist religion and way of life. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANABAPTIST FOUNDATION | ||||||||||
| 55 WHISPER CREEK DRIVE | LEWISBURG | PA | 17837 | 753187397 | ASSISTANCE TO PUBLIC CHARITIES | PA | 501C3 | 7 | N/A | false |
| STEWARSHIP RESOURCES | ||||||||||
| 55 WHISPER CREEK DRIVE | LEWISBURG | PA | 17837 | 770688163 | EDUCATIONAL PROGRAMS | PA | 501C3 | 7 | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |