Anabaptist Foundation (EIN 753187397) - 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

2005

Legal Domicile

Principal Officer

Paul A Miller

Phone

8006539817

Tax Period

2024-07-01 to 2025-06-30

Anabaptist Foundation, founded in 2005, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $49.6M in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $44.2M left a modest 11% surplus.

Mission

Anabaptist Foundation has been established to assist donors in channeling material resources within the Kingdom of Christ and to provide donors with financial counsel consistent with conservative Anabaptist beliefs and values.

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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 $46,097,519

Program Service Revenue $318,339

Investment Income $2,800,404

Other Revenue $379,097

TOTAL REVENUE $49,595,359

Expense Breakdown

Grants Paid $42,978,551

Salaries & Benefits $668,082

Fundraising Expenses $86,867

Program Expenses $43,570,949

Other Expenses $571,155

TOTAL EXPENSES $44,217,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,595,359	$63,236,723	-0.2%
Expenses	$44,217,788	$39,382,982	+0.1%
Net Income	$5,377,571	$23,853,741	-0.8%

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

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

$667,134

Total Directors

$81,799

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul A Miller	Executive Officer	0.00	Officer	$0	$4,537	$155,764
Tim Thomas	Chief Financial Officer	0.00	Officer	$0	$4,618	$153,938
Mark A Peachey	Foundation Officer	50.50	Officer	$124,697	$3,857	$128,554
Jason Peachey	Accounting Manager	0.00	Highest	$0	$3,716	$123,869
Floyd Miller	Operations Officer	0.00	Officer	$0	$3,541	$120,596
Richie Lauer	CGF Account Manager	37.10	Highest	$109,901	$3,999	$113,900
Jason Newswanger	Investment Manager	0.00	Highest	$0	$1,524	$109,003
Kendall Martin	Loans Manager	0.00	Highest	$0	$0	$104,479
Edward Hershberger	Stewardship Educ Administrator	0.00	Officer	$0	$1,047	$82,217
Kenneth M Burkholder	Chairman	0.50	Director	$0	$0	$52,235
Larry Troyer	Treasurer	0.50	Director	$0	$0	$29,564
Dennis Martin	Executive Administrator	0.00	Officer	$0	$0	$26,065
Andrew Zimmerman	Secretary	0.50	Director	$0	$0	$0
Stephen Stoltzfus	At large	0.50	Director	$0	$0	$0
Amos Hurst Jr	At large	0.50	Director	$0	$0	$0
Nathan Zimmerman	At large	0.50	Director	$0	$0	$0
Leon B Martin	At large	0.50	Director	$0	$0	$0
Wayne Keim	At large	0.50	Director	$0	$0	$0
Dean Wengerd	At large	0.50	Director	$0	$0	$0
Richard Hoover	At large	0.50	Director	$0	$0	$0

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
2025	$49,595,359	$44,217,788	$81,775,315	$5,377,571
2024	$63,236,723	$39,382,982	$76,375,130	$23,853,741
2023	$41,645,237	$36,540,359	$52,516,777	$5,104,878
2022	$36,276,504	$26,078,094	$47,495,861	$10,198,410
2021	$33,188,287	$22,212,997	$37,364,707	$10,975,290
2020	$21,058,459	$18,014,735	$26,191,395	$3,043,724
2019	$14,718,669	$12,519,447	$23,252,639	$2,199,222

Anabaptist Foundation