Civic Intelligence

A M Kleeman Scholarship Fund

990PF • Fiscal year 2025 • EIN 13-3586537

Jun 01, 2024 to May 31, 2025 • Filed on Jul 15, 2025

Organization Profile
117 Grand Street Suite 100Goshen, NY 10924

(845) 343-5181

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

13th percentile

-32%

Higher net margin than 13% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

334%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$214,769

Down $3,795 (-1.7%) from 2024

Net Assets

$214,769

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin13th percentile

Revenue

Up

$11,686

Up $8,992 (+334%) from 2024

Expenses

Down

$15,481

Down $125 (-0.8%) from 2024

Net Income

Up

-$3,795

Up $9,117 (+71%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2025

Assets$214,769
Liabilities$0
Net Assets$214,769
Open 2025 Filing

Operations Trend

Revenue Growth98th 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

2025

Revenue$11,686
Expenses$15,481
Net Income-$3,795
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PALANZATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant----$12,100
Filing and Contact Details

Filer

Filer Name
Am Kleeman Trust
EIN
13-3586537
Phone
8453435181
Address
117 GRAND STREET SUITE 100, GOSHEN, NY 10924

Signing Officer

Name
Michael Palanza
Title
Trustee
Phone
8453415181
Signed
2025-07-15

Preparer

Firm
Kkb & N Cpas
Address
20 GROVE STREET, MIDDLETOWN, NY 10940
Preparer
W Kurt Wieman CPA
Phone
8453425818
Raw XML Appendix237 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0123
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PALANZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08453415181
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AM KLEEMAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FBO KELLMAN SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0AMKL
ReturnHeader/Filer/EIN0133586537
ReturnHeader/Filer/PhoneNum08453435181
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 GRAND STREET SUITE 100
ReturnHeader/Filer/USAddress/CityNm0GOSHEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010924
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061309551
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKB & N CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 GROVE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010940
ReturnHeader/PreparerPersonGrp/PhoneNum08453425818
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W KURT WIEMAN CPA
ReturnHeader/ReturnTs02025-07-18T10:00:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$214,769
Liabilities
$0
Net assets
$214,769
Revenue
$11,686
Expenses
$15,481
Net income
-$3,795
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