AMISH MUTUAL MORTGAGE FUND (EIN 351798265) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

CHRIS KURTZ

Phone

5742086058

Tax Period

2024-01-01 to 2024-12-31

AMISH MUTUAL MORTGAGE FUND, founded in 2013, is a community nonprofit in the Religion sector that reported $4.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 9% surplus.

Mission

AMISH MUTUAL MORTGAGE FUND IS A CHURCH CONTROLLED ORGANIZATION WHEREBY OLD ORDER AMISH MEMBERS INVEST FUNDS WHICH ARE CHANNELED TO THOSE IN NEED OF BORROWING FUNDS TO MAINTAIN THE ANABAPTIST RELIGIOUS BELIEFS, CULTURAL TRADITIONS AND LIFESTYLES FOR RESIDENTIAL REAL ESTATE LOANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,416,788

Investment Income $485,450

Other Revenue $20

TOTAL REVENUE $4,902,258

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $55,413

Fundraising Expenses $0

Program Expenses $4,383,169

Other Expenses $4,329,776

TOTAL EXPENSES $4,445,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,902,258	$4,468,190	+0.1%
Expenses	$4,445,189	$3,899,147	+0.1%
Net Income	$457,069	$569,043	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$47,811

Total Directors

$7,602

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS KURTZ	CHAIRMAN	10.00	Officer	$8,335	$0	$8,335
MATT L HOCHSTETLER	ADMINISTRATOR	40.00	Officer	$8,335	$0	$8,335
EVERETT HOCHSTETLER	SECRETARY	10.00	Officer	$8,335	$0	$8,335
STEVEN MILLER	DIRECTOR	10.00	Director	$7,602	$0	$7,602
LEON SCHWARTZ	DIRECTOR	10.00	Officer	$7,602	$0	$7,602
LAMAR O HOCHSTETLER	ASST ADMINISTRATOR	10.00	Officer	$7,602	$0	$7,602
DELBERT H MILLER	ASSISTANT VICE-CHAIRMAN	10.00	Officer	$7,602	$0	$7,602

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,902,258	$4,445,189	$93,677,451	$457,069
2023	$4,468,190	$3,899,147	$91,190,877	$569,043
2022	$2,543,950	$2,402,080	$91,576,741	$141,870
2021	$2,126,511	$2,113,634	$84,844,116	$12,877
2020	$1,884,825	$1,941,119	$68,816,125	$-56,294
2019	$1,956,405	$1,876,992	$61,947,469	$79,413
2018	$1,840,692	$1,631,647	$58,595,247	$209,045

AMISH MUTUAL MORTGAGE FUND