Civic Intelligence

The Halcyon Foundation

990PF • Fiscal year 2019 • EIN 30-6462100

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 29, 2020

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.

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2017 to 2019

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$16,333,858

Up $6,681,430 (+69%) from 2017

Net Assets

Up

$16,333,858

Up $6,681,430 (+69%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$4,295,668

Up $1,140,662 (+36%) from 2017

Expenses

Up

$477,629

Up $327,399 (+218%) from 2017

Net Income

Up

$3,818,039

Up $813,263 (+27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2019

Assets$16,333,858
Liabilities$0
Net Assets$16,333,858
Open 2019 Filing

Operations Trend

Revenue Growth75th 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

2019

Revenue$4,295,668
Expenses$477,629
Net Income$3,818,039
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st 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
2020-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Arthur Friedman CPA
Address
280 MADISON AVENUE - 1007, NEW YORK, NY 10016
Preparer
Jay Odintz CPA
Phone
2126890288
Raw XML Appendix370 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/PersonNm0WILLIAM H WALTON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THEODORA D WALTON
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ARTHUR FRIEDMAN CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0280 MADISON AVENUE SUITE 1007
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02126890288
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NO DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NO PROGRAM-RELATED INVESTMENTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM H WALTON III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEACH FOR AMERICA-JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF FLORIDA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3JACKSONVILLE ALLIANCE FOR KIPP SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1214 NORTH HOGAN STREET SUITE 6010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21938 WEST UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3ONE INDEPENDENT DRIVE SUITE 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GAINESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JACKSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd232603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0475000
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/AppliedToCurrentYearAmt03037
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0471963
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0620385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0475000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0617348
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0471963
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 CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0245
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt070403
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN UNREALIZED 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/Amt02384
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H WALTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09043562600
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-29
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/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/ZIPCd010016
ReturnHeader/PreparerPersonGrp/PhoneNum02126890288
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY ODINTZ CPA
ReturnHeader/ReturnTs02020-04-29T08:31:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,333,858
Liabilities
$0
Net assets
$16,333,858
Revenue
$4,295,668
Expenses
$477,629
Net income
$3,818,039
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