Civic Intelligence

A M Kleeman Scholarship Fund

990PF • Fiscal year 2018 • EIN 13-3586537

Jun 01, 2017 to May 31, 2018 • Filed on Aug 20, 2018

Organization Profile
Orange Bk And Trust CO Dolson AveMiddletown, NY 10940

(845) 341-5039

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-10.0%

Higher net margin than 26% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$2,720

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 45.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

95th percentile

148%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$239,485

Down $917 (-0.4%) from 2016

Net Assets

Down

$239,485

Down $917 (-0.4%) from 2016

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin26th percentile

Revenue

Up

$5,991

Up $5,014 (+513%) from 2016

Expenses

Up

$6,590

Up $1,678 (+34%) from 2016

Net Income

Up

-$599

Up $3,336 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th 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: $1Net 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

2018

Assets$239,485
Liabilities$0
Net Assets$239,485
Open 2018 Filing

Operations Trend

Revenue Growth95th 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

2018

Revenue$5,991
Expenses$6,590
Net Income-$599
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 20, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,720-$2,720
Filing and Contact Details

Filer

Filer Name
Am Kleeman Scholarship Fund
EIN
13-3586537
Phone
8453415039
Address
ORANGE BK AND TRUST CO DOLSON AVE, MIDDLETOWN, NY 10940

Signing Officer

Name
Michaek Abel
Title
V Pres Trust Officer
Phone
8453415037
Signed
2018-08-20
Discuss with paid preparer
Yes

Preparer

Firm
Robert Connoly Tax Consultant
Address
16 Oak Ridge Road, Middletown, NY 10940
Preparer
Robert L Connoly
Phone
8453437577
Raw XML Appendix284 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.

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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021437
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018437
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2340
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEK ABEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRES TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08453415037
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AM KLEEMAN SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0AMKL
ReturnHeader/Filer/EIN0133586537
ReturnHeader/Filer/PhoneNum08453415039
ReturnHeader/Filer/USAddress/AddressLine1Txt0ORANGE BK AND TRUST CO DOLSON AVE
ReturnHeader/Filer/USAddress/CityNm0MIDDLETOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010940
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02433636D720502014A1C23930C62A5E36BAAF7DF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02433636D720502014A1C23930C62A5E36BAAF7DF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.206.197.8
ReturnHeader/FilingSecurityInformation/IPDt02018-08-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:44:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Connoly Tax Consultant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 Oak Ridge Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Middletown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453437577
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Connoly
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-20T06:05:16-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-06-01
ReturnHeader/TaxPeriodEndDt02018-05-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$239,485
Liabilities
$0
Net assets
$239,485
Revenue
$5,991
Expenses
$6,590
Net income
-$599
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