Form 990 for the fiscal year ending June 2023 (IRS tax year 2022).
Status and standing
Where the money goes
Statement of Functional Expenses
Financial health
Summary of the Filing
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 95% | — | — |
| Overhead ratio | 5% | — | — |
| Fundraising cost ratio | 0.4% | — | — |
| Revenue growth | 19% | — | — |
| Legal fee ratio | 0.03% | — | — |
| Accounting fee ratio | 0.6% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 3 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Merle Herr | — | $132,758 | $75,781 | $72,690 | $66,324 |
| Kenneth Burkholder | $52,235 | — | — | — | — |
| Larry Troyer | $29,564 | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Governance & Policies
Mission and programs
Educates the Anabaptist community from within its own ranks.
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Where the work happens
Anabaptist Business Advising
We seek to meet the unique educational needs of traditional Anabaptists by providing economic and business advising services to the Anabaptist business community. Advisors from this program are exclusively selected from within the traditional community.
Educational Teaching and Seminars
We seek to meet the unique educational needs of the Anabaptist community by producing innovative and relevant economic seminars and we conduct business seminars which integrate faith and finances. We present annual one-day business seminars in the large Anabaptist communities of Lancaster County, PA and Holmes County, OH.
Business Workshops
These workshops are a two-day event executed in a classroom style, rather than a mini-seminar. They are intended to bridge the gap between one-day seminars and business advising.
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Funders
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2025 Latest | $643K | $727K | -52% | 990 PDF |
| FY2024 | $1.3M | $1.7M | -23% | 990 PDF |
| FY2023 Viewing | $1.7M | $1.7M | +19% | 990 PDF |
| FY2022 | $1.4M | $1.4M | +42% | 990 PDF |
| FY2021 | $1.0M | $1.1M | 990 PDF |
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Schedules filed Part IV
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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