Civic Intelligence

The Halcyon Foundation C/O Ray Cave Trustee

990PF • Fiscal year 2016 • EIN 34-6961975

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 14, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

92nd percentile

89%

Faster asset growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

86%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$14,541

Up $6,864 (+89%) from 2015

Net Assets

Up

$14,541

Up $6,864 (+89%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$26,823

Up $12,385 (+86%) from 2015

Expenses

Up

$19,959

Up $5,484 (+38%) from 2015

Net Income

Up

$6,864

Up $6,901 (+18651%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2016

Assets$14,541
Liabilities$0
Net Assets$14,541
Open 2016 Filing

Operations Trend

Revenue Growth92nd 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

2016

Revenue$26,823
Expenses$19,959
Net Income$6,864
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2169204800
Signed
2017-06-14
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 Appendix303 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/SumOfProgramRelatedInvstGrp/Description1Txt0THE HALCYON FOUNDATION DID NOT MAKE ANY PROGRAM-RELATED INVESTMENTS DURING 2016.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019820
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/AppliedToCurrentYearAmt01298
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01298
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt026947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt026947
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt085042
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018522
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017847
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019820
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018522
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111989
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093467
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0362
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12003
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2120
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADOBE SYSTEMS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1TIME WARNER CABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2ENTERPRISE PRODUCTS PTNRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FMV OF GOODS & SERVICES RECD
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
TaxesSchedule/TaxesDetail/Amt084
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY C CAVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169204800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId097DE8A8A655B5BE1E35FB05F104F40E708A737F6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F9673C5C32C1B975BD7B3211DBBAEAC7D7F462C0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId034294220171655000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.218.176.178
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/ReturnTs02017-06-14T12:24:41-05:00
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
$14,541
Liabilities
$0
Net assets
$14,541
Revenue
$26,823
Expenses
$19,959
Net income
$6,864
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