ANABAPTIST FINANCIAL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ANABAPTIST FINANCIAL (EIN 32-0158554)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-21
- IRS object ID
- 201230819349300308
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-03-21T10:05:05-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Byerley Payne and White CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W North First Street | AddressLine1 |
| City | Seneca | City |
| State | SC | State |
| ZIP Code | 29678 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320158554 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anabaptist Financial | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANAB | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Stoltzfus | Name |
| Title | Operations Offi | Title |
| Phone | 8006539817 | Phone |
| Date Signed | 2012-03-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark A Payne | Name |
| Phone | 8648821937 | Phone |
| Date Prepared | 2012-03-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Merle Herr | NameOfPrincipalOfficerPerson |
| Gross Receipts | 3557196 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.afweb.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2005 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Anabaptist Financial has been established to advance conservative Amish Mennonite and Brethen Anabaptists religious beliefs cultural traditions and lifestyles Anabaptist Financial was created to generate a source of funds for making continued | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 21200 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25045 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2217804 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3329818 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33033 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40775 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 20985 | OtherRevenuePriorYear |
| Other Revenue Current Year | 161558 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2293022 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3557196 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 142778 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 191793 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14620 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2092533 | OtherExpensePriorYear |
| Other Expenses Current Year | 3177605 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2235311 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3369398 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 57711 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 187798 | RevenuesLessExpensesCY |
| Total Assets BOY | 57356778 | TotalAssetsBOY |
| Total Assets EOY | 85946256 | TotalAssetsEOY |
| Total Liabilities BOY | 57346118 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 85747798 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10660 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 198458 | NetAssetsOrFundBalancesEOY |
| Mission Description | Anabaptist Financial has been established to advance conservative Amish Mennonite and Brethen Anabaptists religious beliefs cultural traditions and lifestyles Anabaptist Financial was created to generate a source of funds for making continued | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3181391 | Expense |
| Revenue | 3470401 | Revenue |
| Description | 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 444 outstanding loans in its loan portfol io totaling loan receivables of 82683905 These loans assist Anabaptists in maintaining their religious beliefs and cultural lifestyles | Description |
| Total Program Service Expense | 3181391 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 779 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tim Stoltzfus | NamePerson |
| Telephone Number | 8006539817 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Amos Kauffman | ||||||
| At large | 1.00 | X | 0 | 0 | 0 | |
| David Martin | ||||||
| At large | 1.00 | X | 0 | 0 | 0 | |
| Dennis Martin | ||||||
| Vice Chairman | 1.00 | X | 0 | 0 | 0 | |
| Dwayne Borkholder | ||||||
| At large | 1.00 | X | 0 | 0 | 0 | |
| John D Stoltzfus | ||||||
| At large | 1.00 | X | 0 | 0 | 0 | |
| Kenneth Burkholder | ||||||
| Chairman | 1.00 | X | 0 | 0 | 0 | |
| Marvin Weaver | ||||||
| At large | 1.00 | X | 0 | 0 | 0 | |
| Merle Burkholder | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |
| Richard Shank | ||||||
| At large | 1.00 | X | 0 | 18704 | 0 | |
| Merle Herr | ||||||
| Executive Officer | 12.00 | 17600 | 14400 | 0 | X | |
| Richie Lauer | ||||||
| Foundation Officer | 1.00 | 2770 | 41555 | 0 | X | |
| Tim Stoltzfus | ||||||
| Operations Officer | 25.00 | 42390 | 14130 | 0 | X | |
| Tim Thomas | ||||||
| Financial Officer | 30.00 | 37200 | 15500 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 99960 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 104289 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 25045 | AllOtherContributions |
| Total Contributions | 25045 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Loan origination fees | 900099 | 107930 | 107930 |
| Loan program interest | 900099 | 3196216 | 3196216 |
| Commitment fees | 900099 | 2669 | 2669 |
| Other program fees | 900099 | 23003 | 23003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3329818 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 40775 | TotalRevenueColumn |
| Exclusion | $40,775 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Office service fees | 900099 | 20970 | 20970 |
| Interest from offrdsps | 900099 | 140588 | 140588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 161558 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3557196 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3491376 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $40,775 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100290 | Total |
| Program Services | 51528 | ProgramServices |
| Management And General | 46424 | ManagementAndGeneral |
| Fundraising | 2338 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72398 | Total |
| Program Services | 43439 | ProgramServices |
| Management And General | 28959 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1368 | Total |
| Program Services | 821 | ProgramServices |
| Management And General | 547 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17737 | Total |
| Program Services | 10550 | ProgramServices |
| Management And General | 7187 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46594 | Total |
| Management And General | 46594 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15947 | Total |
| Management And General | 15947 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11800 | Total |
| Program Services | 4550 | ProgramServices |
| Management And General | 1250 | ManagementAndGeneral |
| Fundraising | 6000 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398 | Total |
| Program Services | 239 | ProgramServices |
| Management And General | 159 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22276 | Total |
| Program Services | 10094 | ProgramServices |
| Management And General | 11308 | ManagementAndGeneral |
| Fundraising | 874 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6722 | Total |
| Program Services | 2855 | ProgramServices |
| Management And General | 2403 | ManagementAndGeneral |
| Fundraising | 1464 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12707 | Total |
| Program Services | 7624 | ProgramServices |
| Management And General | 5083 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4130 | Total |
| Program Services | 2065 | ProgramServices |
| Management And General | 2065 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8106 | Total |
| Management And General | 4162 | ManagementAndGeneral |
| Fundraising | 3944 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2815604 | Total |
| Program Services | 2815604 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2436 | Total |
| Program Services | 1218 | ProgramServices |
| Management And General | 1218 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Provision for loan losses | 217676 | 217676 |
| Filing and search fees | 13045 | 13045 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164 | Total |
| Program Services | 83 | ProgramServices |
| Management And General | 81 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3369398 | Total |
| Program Services | 3181391 | ProgramServices |
| Management And General | 173387 | ManagementAndGeneral |
| Fundraising | 14620 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685493 | BOY |
| EOY | 464529 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3064373 | BOY |
| EOY | 3010734 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25828 | BOY |
| EOY | 36357 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80737 | BOY |
| EOY | 78740 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1968838 | BOY |
| EOY | 2062523 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51313504 | BOY |
| EOY | 80008991 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2435 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215570 | BOY |
| EOY | 284382 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57356778 | BOY |
| EOY | 85946256 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14037 | BOY |
| EOY | 24889 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42500 | BOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57289581 | BOY |
| EOY | 85722909 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57346118 | BOY |
| EOY | 85747798 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10660 | BOY |
| EOY | 198458 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10660 | BOY |
| EOY | 198458 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57356778 | BOY |
| EOY | 85946256 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 187798 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 141200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25045 | CurrentTaxYear |
| Total | 187445 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 270539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 816092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1355530 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2217804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3470406 | CurrentTaxYear |
| Total | 8130371 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 270539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 816092 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1496730 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2239004 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3495451 | CurrentTaxYear |
| Total | 8317816 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 18803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 192813 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 108109 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82522 | CurrentTaxYear |
| Total | 402247 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89616 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183665 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 136094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 107812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14316 | CurrentTaxYear |
| Total | 531503 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 89616 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 202468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215921 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96838 | CurrentTaxYear |
| Total | 933750 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 7384066 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34679 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33033 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40775 | CurrentTaxYear |
| Total | 213216 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57186 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34679 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33033 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40775 | CurrentTaxYear |
| Total | 213216 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 16462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20970 | CurrentTaxYear |
| Total | 58417 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 318082 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 873278 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1547871 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2293022 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3557196 | CurrentTaxYear |
| Total | 8589449 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85970 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.79220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02480 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00030 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| Facts And Circumstances Test | Other income Part II line 10 or Part III line 12 Detail of Other Income Office service fees 58417 | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interest Receivable | Description |
| Book Value | 284382 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 284382 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Investment Agreements Payable | $85,717,127 |
| Deferred Committment Fees | $5,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 85722909 | TotalOfAmounts |
| Total Revenue | 3557196 | TotalRevenue |
| Total Expenses | 3369398 | TotalExpenses |
| Excess Or Deficit For Year | 187798 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 187798 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3557196 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 3557196 | RevenueSubtotal |
| Total Revenue Per Form990 | 3557196 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3369398 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3369398 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3369398 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 01 Footnote for uncertain tax position under FIN 48 Part X | Identifier |
| Explanation | AF has adopted accounting principles related to accounting for uncertainty in income tax posititons 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 than likely than not the position taken by management with respect to a transaction or class or 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 Managment believes there are no such positions for either the current year or prior years and accordingly no liability has been accrued | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable (8 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| Dwayne Borkholder | ||||||
| Business | X | $84,000 | 78740 | false | true | true |
| Borkholder Corporation | ||||||
| Business | X | $1,000,000 | 780904 | false | true | true |
| Martin Family Realty | ||||||
| Business | X | $475,000 | 426676 | false | true | true |
| Richard Herr | ||||||
| Business | X | $600,000 | 45296 | false | true | true |
| Angela Burkholder | ||||||
| Business | X | $84,000 | 35108 | false | true | true |
| Glenden Martin | ||||||
| Business | X | $175,000 | 154843 | false | true | true |
| Borkholder Buildings and Suppl | ||||||
| Business | X | $627,527 | 619696 | false | true | true |
| Lloyd Stoltzfus | ||||||
| Business | X | $320,950 | 0 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 2141263 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 01. Form 990 governing body review (Part VI, line 11) | AFs CFO CEO and Operations Officer review Form 990 for accuracy prior to its filing with the IRS |
| 02. Conflict of interest policy compliance (Part VI, line 12c) | Article I purpose The purpose of the conflict of interest policy is to protect Anabaptist Financials interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of an officer or director of the organization or might result in possible excess benefit transaction This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable this type of organization Article II definitions Interested Person Any director principal officer or member of a committee with governing board delegated powers who has a direct or indirect financial interest as defined below is an interested person Financial Interest A person has a financial interest if the person has directly or indirectly through business investment or family a an ownership or investment interest in any entity with which the organization has a transaction or arrangement or b a compensation arrangement with the organization or with any entity or individual with which the organization has a transaction or arrangement or c a potential ownership or investment interest in or compensation arrangement with any entity or individual with which the organization is negotiating a transaction or arrangement Compensation includes direct and indirect remuneration as well as gifts or favors that are not insubstantial A financial interest is not necessarily a conflict of interest Under Article III Section 2 a person who has a financial interest may have a conflict of interest only if the appropriate governing board or committee decides that a conflict of interest exists Article III procedures 1 Duty to disclose---In connection with any actual or possible conflict of interest an interested person must disclose the existence of the financial interest and be given opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement 2 Determining whether a conflict of interest exists---After disclosure of the financial interest and all material facts and after any discussion with the interested person heshe shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon The remaining board or committee members shall decide if a conflict of interest exists 3 Procedures for addressing the conflict of interest---An interested person may make a presentation at the governing board or committee meeting but heshe shall leave the meeting during the discussion of and vote on the transaction or arrangement involving a possible conflict of interest The chairperson of the governing board or committee shall if appropriate appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement After exercising due diligence the governing board or committee shall determine whether the organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest If such a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the organizations best interest for its own benefit and whether it is fair and reasonable In conformity with the above determination it shall make its decision as to whether to enter into the transaction or arrangement 4 Violations of the conflicts of interest policy---If the governing board or committee has reasonable caused to believe a member has failed to disclose actual or possible conflicts of interest it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose If after hearing the members response and after making further investigation as warranted by the circumstances the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest it shall take appropriate disciplinary and corrective action Article IV records of proceedings The minutes of the governing board and all committees with board delegated powers shall contain a the names of the persons who disclosed or otherwise were found to have a financial interest in connection with or possible conflict of interest the nature of the financial interest any action taken to determine whether a conflict of interest was present and the governing boards or committees decision as to whether a conflict of interest in fact existed b the names of the person who were present for discussion and votes relating to the transaction or arrangement the content |
| 03. 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 |
| 04. Other officer or key employee compensation (Part VI, line 15b | Compensation is determined for Financials Operations Officer and other Executive Officer following the same procedure as described for Financials Executive Director |
| 05. 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 New Columbia PA during normal business hours |
| 06. Audited by an independent accountant (Part XII, line 2b) | The governing board oversees the selection of the independent accountant and the review of the audited financial statements |
| 07. 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anabaptist Foundation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753187397 | EIN |
| Primary Activities | Assistance to public charities | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501 c3 | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anabaptist Financial Solutions | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 Old Route 15 | AddressLine1 |
| City | New Columbia | City |
| State | PA | State |
| ZIP Code | 17856 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770688163 | EIN |
| Primary Activity | Business advising and seminars | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Percentage Ownership | 0.0000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |