Civic Intelligence

The Halcyon Foundation C/O Ray Cave Trustee

990PF • Fiscal year 2014 • EIN 34-6961975

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
C/O Mai 1360 E 9th St 1100Cleveland, OH 44114-1782

(216) 920-4800

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-62%

Faster asset growth than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

99th percentile

1874%

Faster revenue growth than 99% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$7,714

Down $12,403 (-62%) from 2013

Net Assets

Down

$7,714

Down $12,403 (-62%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Up

$45,144

Up $42,857 (+1874%) from 2013

Expenses

Up

$26,915

Up $14,928 (+125%) from 2013

Net Income

Up

$18,229

Up $27,929 (+288%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2014

Assets$7,714
Liabilities$0
Net Assets$7,714
Open 2014 Filing

Operations Trend

Revenue Growth99th percentile

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

2014

Revenue$45,144
Expenses$26,915
Net Income$18,229
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY C CAVETrustee-$0--
CATHERINE CHRISTINE CAVETrustee-$0--
JON R CAVETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Halcyon Foundation
EIN
34-6961975
In Care Of
% MAI CAPITAL MANAGEMENT LLC
Phone
2169204800
Address
C/O MAI 1360 E 9TH ST 1100, CLEVELAND, OH 44114-1782

Signing Officer

Name
Ray C Cave
Title
Trustee
Phone
2169204817
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
MAI Capital Management
Address
1360 E 9th St Ste 1100, Cleveland, OH 44114-1717
Preparer
Timothy W Mosley
Phone
2169204800
Raw XML Appendix350 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/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01360 E 9TH ST SUITE 1100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0441141782
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAI CAPITAL MANAGEMENT LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02169204800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE HALCYON FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING 2014.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE HALCYON FOUNDATION DID NOT MAKE ANY PROGRAM-RELATED INVESTMENTS DURING 2014.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RAY C CAVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS PUBLIC CHARITIES - SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026850
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0982
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt058431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt058431
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0157965
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt025868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017847
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076987
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025868
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0216396
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0190528
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RAY C CAVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt070 FORT ISLAND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOOTHBAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004537
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035283
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04128
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15733
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt25716
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt50
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0COLUMBIA ACORN FUND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FIDELITY SPARTAN 500 INDEX FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2JP MORGAN ALERIAN MLP INDEX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3ADOBE SYSTEMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4TIME WARNER CABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5ENTERPRISE PRODUCTS PTNRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt3543
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt43338
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt5673
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt310905
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt415206
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt510836
OtherDecreasesSchedule/OtherDecreasesDetail/Amt030632
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DONATED SECURITIES BUILT-IN GAIN
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt040
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY C CAVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204817
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HALCYON FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O RAY CAVE TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0346961975
ReturnHeader/Filer/InCareOfNm0% MAI CAPITAL MANAGEMENT LLC
ReturnHeader/Filer/PhoneNum02169204800
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O MAI 1360 E 9TH ST 1100
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441141782
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAI Capital Management
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01360 E 9th St Ste 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141717
ReturnHeader/PreparerPersonGrp/PhoneNum02169204800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy W Mosley
ReturnHeader/ReturnTs02015-10-31T14:21:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,714
Liabilities
$0
Net assets
$7,714
Revenue
$45,144
Expenses
$26,915
Net income
$18,229
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