Civic Intelligence

Halcyon Foundation

990PF • Fiscal year 2020 • EIN 27-1523318

Dec 01, 2019 to Nov 30, 2020 • Filed on Feb 12, 2021

Organization Profile
13475 Harper DriveSaratoga, CA 95070-5108

(408) 872-9990

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

5th percentile

-274%

Higher net margin than 5% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

96th percentile

210%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$141,564

Down $5,853 (-4.0%) from 2019

Net Assets

Down

$141,564

Down $5,853 (-4.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$2,136

Up $1,447 (+210%) from 2019

Expenses

Up

$7,989

Up $1,027 (+15%) from 2019

Net Income

Up

-$5,853

Up $420 (+6.7%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2020

Assets$141,564
Liabilities$0
Net Assets$141,564
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$2,136
Expenses$7,989
Net Income-$5,853
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHAWN LINCEO-$0--
PHOEBE YUCFO-$0--
Filing and Contact Details

Filer

Filer Name
Halcyon Foundation
EIN
27-1523318
Phone
4088729990
Address
13475 HARPER DRIVE, SARATOGA, CA 95070-5108

Signing Officer

Name
Shawn Lin
Title
CEO
Phone
4088729990
Signed
2021-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
Raw XML Appendix311 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/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SHAWN LIN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PHOEBE YU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SYRACUSE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0640 SKYTOP RD STE 240
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SYRACUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd013244
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/AppliedToCurrentYearAmt0379
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07597
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07976
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07857
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07597
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt013
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04088729990
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALCYON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0271523318
ReturnHeader/Filer/PhoneNum04088729990
ReturnHeader/Filer/USAddress/AddressLine1Txt013475 HARPER DRIVE
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950705108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475284605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC ZHANG & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 HILLVIEW CT 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum06265812266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ZHANG CPA
ReturnHeader/ReturnTs02021-02-12T19:09:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
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
$141,564
Liabilities
$0
Net assets
$141,564
Revenue
$2,136
Expenses
$7,989
Net income
-$5,853
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