Civic Intelligence

Halcyon Foundation

EIN 27-1523318 • Saratoga, CA

13475 Harper DriveSaratoga, CA 95070
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

15th percentile

-57%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$6,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 64.1% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

176%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$106,429

Down $5,309 (-4.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$106,429

Down $5,309 (-4.8%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin15th percentile

Revenue

Up

$9,364

Up $5,966 (+176%) from 2024

Expenses

Up

$14,673

Up $2,263 (+18%) from 2024

Net Income

Up

-$5,309

Up $3,703 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2014: $156,452Liabilities 2014: $0Net Assets 2014: $156,4522014Assets 2015: $149,201Liabilities 2015: $0Net Assets 2015: $149,2012015Assets 2016: $168,916Liabilities 2016: $0Net Assets 2016: $168,9162016Assets 2017: $159,174Liabilities 2017: $0Net Assets 2017: $159,1742017Assets 2018: $153,690Liabilities 2018: $0Net Assets 2018: $153,6902018Assets 2019: $147,417Liabilities 2019: $0Net Assets 2019: $147,4172019Assets 2020: $141,564Liabilities 2020: $0Net Assets 2020: $141,5642020Assets 2021: $135,545Liabilities 2021: $0Net Assets 2021: $135,5452021Assets 2022: $128,009Liabilities 2022: $0Net Assets 2022: $128,0092022Assets 2023: $120,750Liabilities 2023: $0Net Assets 2023: $120,7502023Assets 2024: $111,738Liabilities 2024: $0Net Assets 2024: $111,7382024Assets 2025: $106,429Liabilities 2025: $0Net Assets 2025: $106,4292025

Highlighted filing

2025

Assets$106,429
Liabilities$0
Net Assets$106,429
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2014: $60Expenses 2014: $4,712Net Income 2014: -$4,6522014Revenue 2015: $241Expenses 2015: $7,492Net Income 2015: -$7,2512015Revenue 2016: $28,147Expenses 2016: $8,432Net Income 2016: $19,7152016Revenue 2017: -$734Expenses 2017: $9,008Net Income 2017: -$9,7422017Revenue 2018: $1,200Expenses 2018: $6,684Net Income 2018: -$5,4842018Revenue 2019: $689Expenses 2019: $6,962Net Income 2019: -$6,2732019Revenue 2020: $2,136Expenses 2020: $7,989Net Income 2020: -$5,8532020Revenue 2021: $2,046Expenses 2021: $8,065Net Income 2021: -$6,0192021Revenue 2022: $2,219Expenses 2022: $9,755Net Income 2022: -$7,5362022Revenue 2023: $2,112Expenses 2023: $9,371Net Income 2023: -$7,2592023Revenue 2024: $3,398Expenses 2024: $12,410Net Income 2024: -$9,0122024Revenue 2025: $9,364Expenses 2025: $14,673Net Income 2025: -$5,3092025

Highlighted filing

2025

Revenue$9,364
Expenses$14,673
Net Income-$5,309
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$106,429
Liabilities
$0
Net assets
$106,429
Revenue
$9,364
Expenses
$14,673
Net income
-$5,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.15$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.01$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.01$0.07$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.01$0.09$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.28$0.08$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.00$0.07$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.00$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 11, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN LINCEOPT$6,000-$6,000
PHOEBE YUCFO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSARATOGA EDUCATION FOUNDATIONDONATIONPCSARATOGA, CA, US$6,000
Filing and Contact Details

Filer

Filer Name
Halcyon Foundation
EIN
27-1523318
Phone
4083874193
Address
13475 HARPER DRIVE, SARATOGA, CA 95070

Signing Officer

Name
Shawn Lin
Title
CEO
Phone
4083874193
Signed
2026-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
860 HILLVIEW CT STE 230, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
4084358828
Raw XML Appendix280 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0950700392
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06200
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08426
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014626
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06044
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08426
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04083874193
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALCYON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0271523318
ReturnHeader/Filer/PhoneNum04083874193
ReturnHeader/Filer/USAddress/AddressLine1Txt013475 HARPER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475284605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC ZHANG & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0860 HILLVIEW CT STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04084358828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ZHANG CPA
ReturnHeader/ReturnTs02026-02-11T14:27:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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