Civic Intelligence

A M Kleeman Scholarship Fund

990PF • Fiscal year 2014 • EIN 13-3586537

Jun 01, 2013 to May 31, 2014 • Filed on Jun 12, 2014

Organization Profile
OR CO Trust CO 212 Dolson AveGoshen, NY 10940

(845) 341-5039

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$3,011

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 59.2% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$223,496

Up $1,065 (+0.5%) from 2013

Net Assets

$223,496

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin77th percentile

Revenue

Down

$5,084

Down $1,129 (-18%) from 2013

Expenses

Down

$4,019

Down $1,778 (-31%) from 2013

Net Income

Up

$1,065

Up $649 (+156%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2012: $222,013Liabilities 2012: $0Net Assets 2012: $222,0132012Assets 2013: $222,431Liabilities 2013: $12013Assets 2014: $223,496Liabilities 2014: $0Net Assets 2014: $223,4962014Assets 2015: $244,337Liabilities 2015: $0Net Assets 2015: $244,3372015Assets 2016: $240,402Liabilities 2016: $1Net Assets 2016: $240,4022016Assets 2018: $239,485Liabilities 2018: $0Net Assets 2018: $239,4852018Assets 2019: $238,871Liabilities 2019: $02019Assets 2020: $245,648Liabilities 2020: $0Net Assets 2020: $245,6482020Assets 2021: $255,202Liabilities 2021: $0Net Assets 2021: $255,2022021Assets 2024: $218,564Liabilities 2024: $12024Assets 2025: $214,769Liabilities 2025: $0Net Assets 2025: $214,7692025

Highlighted filing

2014

Assets$223,496
Liabilities$0
Net Assets$223,496
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30K$20K$10K$0-$10K-$20KExpenses 2012: $7,3752012Revenue 2013: $6,213Expenses 2013: $5,797Net Income 2013: $4162013Revenue 2014: $5,084Expenses 2014: $4,019Net Income 2014: $1,0652014Revenue 2015: $25,474Expenses 2015: $4,633Net Income 2015: $20,8412015Revenue 2016: $977Expenses 2016: $4,912Net Income 2016: -$3,9352016Revenue 2018: $5,991Expenses 2018: $6,590Net Income 2018: -$5992018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $16,357Expenses 2020: $9,581Net Income 2020: $6,7762020Revenue 2021: $17,779Expenses 2021: $8,226Net Income 2021: $9,5532021Revenue 2024: $2,694Expenses 2024: $15,606Net Income 2024: -$12,9122024Revenue 2025: $11,686Expenses 2025: $15,481Net Income 2025: -$3,7952025

Highlighted filing

2014

Revenue$5,084
Expenses$4,019
Net Income$1,065
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jun 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,011-$3,011
Filing and Contact Details

Filer

EIN
13-3586537
Phone
8453415039

Signing Officer

Name
Stacey Nelson
Title
Trustee
Phone
8453415039
Signed
2014-06-12
Discuss with paid preparer
Yes

Preparer

Preparer
Robert Connoly
Phone
8453437577
Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt0400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ROBERT CONNOLY TAX CONSULTANT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-06
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22010-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc01001 SH VANGUARD INT TERM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0525 shares of KAYNE ANDERSON MLP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216711
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt410000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt527455
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD LIFE STRATEGY GR FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES LEHMAN US TREAS INFLT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD ST FEDERAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PRIMECAP ODYSSEY GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LINCOLN NATIONAL CORP IND SR NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MORGAN STANLEY SR NOTE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01153
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05083
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05083
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03919
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03919
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041154
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01623
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03929
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03961
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12002-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-05-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01001 SH VANGUARD INT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12068 SH VANGUARD INT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21009 SH VANGUARD INT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-06-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01154
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01065
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0223496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0222431
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0223496
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0-32
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt032
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt032
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032
IRS990PF/DistributableAmountGrp/TotalTaxAmt032
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt032
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08453415039
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FORMAL APPLICATION WITH PERSONAL INFO AND COLLEGE TO BE ATTENDING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR RAYMOND BRYANT SUPERINDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08459873050
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10PO BOX 595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0WARWICK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode010990
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE GRADUATE STUDENT OF CENTRAL DISTRICT 1, TOWNS OF WARWICK CHESTER, NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS ARE ACCEPTED ANYTIME.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0COLLEGE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DANIELLE NUNZIATO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010990
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0-32
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt032
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013329
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03961
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03961
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013361
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt058
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453415039
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10AM KLEEMAN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMKL
ReturnHeader/Filer/EIN0133586537
ReturnHeader/Filer/PhoneNum08453415039
ReturnHeader/Filer/USAddress/AddressLine10OR CO TRUST CO 212 DOLSON AVE
ReturnHeader/Filer/USAddress/City0MIDDLETOWN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROBERT CONNOLY TAX CONSULTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1016 OAK RIDGE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453437577
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT CONNOLY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-12T10:59:25-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,496
Liabilities
$0
Net assets
$223,496
Revenue
$5,084
Expenses
$4,019
Net income
$1,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.12$0.15$0.04
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$0.03$0.16$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.18$0.08$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.16$0.10$0.07
2019Summary only. Only limited summary data is available for this year.$2.39$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.06$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.25$0.05$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.05$0.04$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.22$0.00$0.06$0.06$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07