Civic Intelligence

The Halcyon Foundation C/O Ray Cave Trustee

990PF • Fiscal year 2012 • EIN 34-6961975

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
C/O Mai Img Center Suite 11001360 EAST 9TH STREET Suite44114-1782
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$29,817

No earlier filing loaded for comparison.

Net Assets

$29,817

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$21,225

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2012: $29,817Liabilities 2012: $0Net Assets 2012: $29,8172012Assets 2013: $20,117Liabilities 2013: $0Net Assets 2013: $20,1172013Assets 2014: $7,714Liabilities 2014: $0Net Assets 2014: $7,7142014Assets 2015: $7,677Liabilities 2015: $0Net Assets 2015: $7,6772015Assets 2016: $14,541Liabilities 2016: $0Net Assets 2016: $14,5412016Assets 2017: $10,296Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1,869Liabilities 2018: $0Net Assets 2018: $1,8692018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $12019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2012

Assets$29,817
Liabilities$0
Net Assets$29,817
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KExpenses 2012: $21,2252012Revenue 2013: $2,287Expenses 2013: $11,987Net Income 2013: -$9,7002013Revenue 2014: $45,144Expenses 2014: $26,915Net Income 2014: $18,2292014Revenue 2015: $14,438Expenses 2015: $14,475Net Income 2015: -$372015Revenue 2016: $26,823Expenses 2016: $19,959Net Income 2016: $6,8642016Revenue 2017: $14,080Expenses 2017: $18,325Net Income 2017: -$4,2452017Revenue 2018: $11,598Expenses 2018: $20,025Net Income 2018: -$8,4272018Revenue 2019: $38Expenses 2019: $1,906Net Income 2019: -$1,8682019Revenue 2020: $352Expenses 2020: $353Net Income 2020: -$12020

Highlighted filing

2012

Revenue-
Expenses$21,225
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY C CAVETrustee-$0--
PATRICIA RYANTrustee-$0--
CATHERINE CHRISTINE CAVETrustee-$0--
JON R CAVETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS PUBLIC CHARITIES - SEE STATEMENT ATTACHEDGENERAL SUPPORT-VARIOUS, ME, US$19,786
Paid GrantLITERARY AND HISTORICAL SOCIETY OF QUEBECGENERAL SUPPORT-QUEBEC, CA$200
Filing and Contact Details

Filer

EIN
34-6961975
Raw XML Appendix343 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RAY C CAVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PATRICIA RYAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CATHERINE CHRISTINE CAVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JON R CAVE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1070 FORT ISLAND ROAD
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted02139
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1026947
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2076987
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3058431
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4055202
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear508548
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear508548
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0235414
IRS990PF/UndistributedIncome/ExcessFromCurrentYear017847
IRS990PF/UndistributedIncome/ExcessFromYear1026947
IRS990PF/UndistributedIncome/ExcessFromYear2076987
IRS990PF/UndistributedIncome/ExcessFromYear3058431
IRS990PF/UndistributedIncome/ExcessFromYear4055202
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions019986
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus017847
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0243962
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0226115
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue010112
OtherAssetsSchedule/OtherAssets/BOYBookValue19281
OtherAssetsSchedule/OtherAssets/BOYBookValue28260
OtherAssetsSchedule/OtherAssets/BOYBookValue311099
OtherAssetsSchedule/OtherAssets/BOYBookValue4500
OtherAssetsSchedule/OtherAssets/Description0COLUMBIA ACORN FUND
OtherAssetsSchedule/OtherAssets/Description1FIDELITY SPARTAN 500 INDEX FD
OtherAssetsSchedule/OtherAssets/Description2ARTISAN INTERNATIONAL FUND
OtherAssetsSchedule/OtherAssets/Description3JP MORGAN ALERIAN MLP INDEX
OtherAssetsSchedule/OtherAssets/Description4RECOVERY OF POLITICAL DONATION
OtherAssetsSchedule/OtherAssets/EOYBookValue06554
OtherAssetsSchedule/OtherAssets/EOYBookValue15579
OtherAssetsSchedule/OtherAssets/EOYBookValue24646
OtherAssetsSchedule/OtherAssets/EOYBookValue37519
OtherAssetsSchedule/OtherAssets/EOYBookValue40
OtherAssetsSchedule/OtherAssets/EOYFMV07008
OtherAssetsSchedule/OtherAssets/EOYFMV16633
OtherAssetsSchedule/OtherAssets/EOYFMV24651
OtherAssetsSchedule/OtherAssets/EOYFMV310423
OtherAssetsSchedule/OtherAssets/EOYFMV40
OtherDecreasesSchedule/OtherDecreases/Amount02511
OtherDecreasesSchedule/OtherDecreases/Description0DONATED STK SALE BUILT-IN GAIN
OtherExpensesSchedule/OtherExpenses/Description0NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpenses/Description1LINCOLN CENTER THEATER
OtherExpensesSchedule/OtherExpenses/Description2MAINE ISLAND TRAIL ASSN
OtherExpensesSchedule/OtherExpenses/Description3PENOBSCOT RIVER PROJECT
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11184
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks215
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks315
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0346961975
ReturnHeader/Filer/InCareOfName0% MAI WEALTH ADVISORS LLC
ReturnHeader/Filer/Name/BusinessNameLine10THE HALCYON FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O RAY C CAVE TRUSTEE
ReturnHeader/Filer/NameControl0HALC
ReturnHeader/Filer/Phone02169204800
ReturnHeader/Filer/USAddress/AddressLine10C/O MAI IMG CENTER SUITE 1100
ReturnHeader/Filer/USAddress/AddressLine201360 EAST 9TH STREET Suite
ReturnHeader/Filer/USAddress/City0CLEVELAND
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441141782
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0RAY C CAVE
ReturnHeader/Officer/Phone02169204817
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MAI Wealth Advisors LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101360 E 9th St Ste 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Cleveland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441141717
ReturnHeader/Preparer/Name0Timothy W Mosley
ReturnHeader/Preparer/Phone02169204800
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-05T13:35:34-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,817
Liabilities
$0
Net assets
$29,817
Revenue
-
Expenses
$21,225
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.35$0.35$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.91$1.87
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$11.6$20.0$8.43
2017Detailed filing. Detailed filing data is available for this year.$10.3$0.00$0.00$14.1$18.3$4.25
2016Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$26.8$20.0$6.86
2015Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$14.4$14.5$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$45.1$26.9$18.2
2013Detailed filing. Detailed filing data is available for this year.$20.1$0.00$20.1$2.29$12.0$9.70
2012Detailed filing. Detailed filing data is available for this year.$29.8$0.00$29.8$21.2