Civic Intelligence

A M Kleeman Scholarship Fund

990PF • Fiscal year 2020 • EIN 13-3586537

Jun 01, 2019 to May 31, 2020 • Filed on Jul 12, 2020

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

80th percentile

$3,256

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

1635600%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$245,648

Up $6,777 (+2.8%) from 2019

Net Assets

$245,648

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$16,357

Up $16,356 (+1635600%) from 2019

Expenses

Up

$9,581

Up $9,581 from 2019

Net Income

Up

$6,776

Up $6,775 (+677500%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$245,648
Liabilities$0
Net Assets$245,648
Open 2020 Filing

Operations Trend

Revenue Growth100th 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

2020

Revenue$16,357
Expenses$9,581
Net Income$6,776
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jul 12, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,256-$3,256
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIP-WARWICK, NY, US$2,500
Paid Grant-SCHOLARSHIP-WARWICK, NY, US$2,500
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
Michael Palanza
Title
Trust Office V Pres
Signed
2020-07-12
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 Appendix318 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 DOLSON AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MIDDLETOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010940
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ORANGE BANK & TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum08453415039
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
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/AddressLine1Txt0PO BOX 595
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010990
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/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ASHLEY EMANUEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1KELLY HAYDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014 BARON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt162 BLOOMS CORNER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WARWICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010990
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110990
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04601
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AMORTIZATION OF BOND PREMIUM
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1685
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt090
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PALANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICE V PRES
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
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/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/PreparationDt02020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L CONNOLY
ReturnHeader/ReturnTs02020-07-16T12:20:14-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,648
Liabilities
$0
Net assets
$245,648
Revenue
$16,357
Expenses
$9,581
Net income
$6,776
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits