Halcyon Foundation

990PF • Fiscal year 2024 • EIN 27-1523318

Dec 01, 2023 to Nov 30, 2024 • Filed on Jan 13, 2025

Organization Profile

13475 Harper DriveSaratoga, CA 95070

(408) 387-4193

Siviq Scores

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

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

-265%

Higher net margin than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$5,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 147.1% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

-7.5%

Faster asset growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

61%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$111,738

Down $9,012 (-7.5%) from 2023

Net Assets

Down

$111,738

Down $9,012 (-7.5%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin4th percentile

Revenue

$3,398

Up $1,286 (+61%) from 2023

Expenses

$12,410

Up $3,039 (+32%) from 2023

Net Income

Down

-$9,012

Down $1,753 (-24%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2024

Assets$111,738

Liabilities$0

Net Assets$111,738

Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$3,398

Expenses$12,410

Net Income-$9,012

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2023 to Nov 30, 2024
Signed: Jan 13, 2025
Return Version: 2023v6.0

Compensation and Service Providers

Top Officer Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SHAWN LIN	CEO	PT	$5,000	-	$5,000
PHOEBE YU	CFO	-	$0	-	-

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: 2025-01-13
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 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	94744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	242434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CHARLES SCHWAB STOCK
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	25
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IRS990PF/MethodOfAccountingAccrualInd	0	X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	0
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	PHOEBE YU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5000
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2862
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	9519
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	11288
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IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	12381
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	8426
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	9519
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	25
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	25
TaxesSchedule/TaxesDetail/Amt	0	29
TaxesSchedule/TaxesDetail/CategoryTxt	0	IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	29
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	SHAWN LIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4083874193
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HALCYON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	HALC
ReturnHeader/Filer/EIN	0	271523318
ReturnHeader/Filer/PhoneNum	0	4083874193
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	13475 HARPER DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	95070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	475284605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERIC ZHANG & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	920 HILLVIEW CT 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	95035
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6265812266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ERIC ZHANG CPA
ReturnHeader/ReturnTs	0	2025-01-14T16:08:23-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-12-01
ReturnHeader/TaxPeriodEndDt	0	2024-11-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $111,738
Liabilities: $0
Net assets: $111,738
Revenue: $3,398
Expenses: $12,410
Net income: -$9,012

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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