Civic Intelligence

The Halcyon Foundation

990PF • Fiscal year 2016 • EIN 30-6462100

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization Profile
501 Riverside Avenue No 600Jacksonville, FL 32202

(904) 356-2600

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

98th percentile

143%

Faster asset growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

433%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$6,653,426

Up $3,914,233 (+143%) from 2015

Net Assets

Up

$6,653,426

Up $3,914,233 (+143%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin98th percentile

Revenue

Up

$4,008,151

Up $3,256,160 (+433%) from 2015

Expenses

Up

$100,170

Up $94,320 (+1612%) from 2015

Net Income

Up

$3,907,981

Up $3,161,840 (+424%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$30M$20M$10M$0Assets 2015: $2,739,193Liabilities 2015: $0Net Assets 2015: $2,739,1932015Assets 2016: $6,653,426Liabilities 2016: $0Net Assets 2016: $6,653,4262016Assets 2017: $9,652,428Liabilities 2017: $0Net Assets 2017: $9,652,4282017Assets 2019: $16,333,858Liabilities 2019: $0Net Assets 2019: $16,333,8582019Assets 2020: $19,592,007Liabilities 2020: $0Net Assets 2020: $19,592,0072020Assets 2021: $24,783,068Liabilities 2021: $0Net Assets 2021: $24,783,0682021Assets 2022: $21,846,760Liabilities 2022: $0Net Assets 2022: $21,846,7602022Assets 2023: $25,012,640Liabilities 2023: $0Net Assets 2023: $25,012,6402023Assets 2024: $29,735,334Liabilities 2024: $0Net Assets 2024: $29,735,3342024

Highlighted filing

2016

Assets$6,653,426
Liabilities$0
Net Assets$6,653,426
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2015: $751,991Expenses 2015: $5,850Net Income 2015: $746,1412015Revenue 2016: $4,008,151Expenses 2016: $100,170Net Income 2016: $3,907,9812016Revenue 2017: $3,155,006Expenses 2017: $150,230Net Income 2017: $3,004,7762017Revenue 2019: $4,295,668Expenses 2019: $477,629Net Income 2019: $3,818,0392019Revenue 2020: $1,979,154Expenses 2020: $634,873Net Income 2020: $1,344,2812020Revenue 2021: $5,713,631Expenses 2021: $850,834Net Income 2021: $4,862,7972021Revenue 2022: $1,646,980Expenses 2022: $1,091,401Net Income 2022: $555,5792022Revenue 2023: $2,316,326Expenses 2023: $1,127,884Net Income 2023: $1,188,4422023Revenue 2024: $4,042,266Expenses 2024: $1,177,505Net Income 2024: $2,864,7612024

Highlighted filing

2016

Revenue$4,008,151
Expenses$100,170
Net Income$3,907,981
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM H WALTON IIITrustee-$0--
THEODORA D WALTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Halcyon Foundation
EIN
30-6462100
Phone
9043562600
Address
501 RIVERSIDE AVENUE NO 600, JACKSONVILLE, FL 32202

Signing Officer

Name
William H Walton Iii
Title
Trustee
Phone
9043562600
Signed
2017-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Arthur Friedman CPA
Address
280 MADISON AVENUE - 1007, NEW YORK, NY 10016-0801
Preparer
Jay Odintz CPA
Phone
2126890288
Raw XML Appendix322 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/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/AppliedToCurrentYearAmt03227
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt096773
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0151240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0148013
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt096773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM H WALTON III
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0501 RIVERSIDE AVENUE SUITE 600
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JACKSONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06252
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WILLIAM H WALTON III
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0501 RIVERSIDE AVENUE SUITE 600
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0JACKSONVILLE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032202
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H WALTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043562600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALCYON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0306462100
ReturnHeader/Filer/PhoneNum09043562600
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 RIVERSIDE AVENUE NO 600
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F34DD81146B793C0C991362B740805144B29CEAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F34DD81146B793C0C991362B740805144B29CEAD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.116.59.130
ReturnHeader/FilingSecurityInformation/IPDt02017-05-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:29:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0136617656
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR FRIEDMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 MADISON AVENUE - 1007
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100160801
ReturnHeader/PreparerPersonGrp/PhoneNum02126890288
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY ODINTZ CPA
ReturnHeader/ReturnTs02017-05-10T11:25:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,653,426
Liabilities
$0
Net assets
$6,653,426
Revenue
$4,008,151
Expenses
$100,170
Net income
$3,907,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.7$0.00$29.7$4.04$1.18$2.86
2023Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$2.32$1.13$1.19
2022Detailed filing. Detailed filing data is available for this year.$21.8$0.00$21.8$1.65$1.09$0.56
2021Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$5.71$0.85$4.86
2020Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.98$0.63$1.34
2019Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$4.30$0.48$3.82
2017Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$3.16$0.15$3.00
2016Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$4.01$0.10$3.91
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.75$0.01$0.75