Civic Intelligence

Halcyon Club

990 • Fiscal year 2015 • EIN 95-6077164

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

269 E Altadena DrAltadena, CA 91001

(626) 798-5487

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-236%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

26th percentile

-4.0%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

2049%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,070,739

Down $44,144 (-4.0%) from 2014

Net Assets

Down

$1,070,739

Down $44,144 (-4.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$18,735

Up $17,863 (+2049%) from 2014

Expenses

Down

$62,879

Down $4,564 (-6.8%) from 2014

Net Income

Up

-$44,144

Up $22,427 (+34%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,097,376Liabilities 2010: $0Net Assets 2010: $1,097,3762010Assets 2011: $1,099,311Liabilities 2011: $0Net Assets 2011: $1,099,3112011Assets 2012: $1,191,542Liabilities 2012: $0Net Assets 2012: $1,191,5422012Assets 2013: $1,181,454Liabilities 2013: $0Net Assets 2013: $1,181,4542013Assets 2014: $1,114,883Liabilities 2014: $0Net Assets 2014: $1,114,8832014Assets 2015: $1,070,739Liabilities 2015: $0Net Assets 2015: $1,070,7392015Assets 2016: $1,040,561Liabilities 2016: $0Net Assets 2016: $1,040,5612016Assets 2017: $1,100,837Liabilities 2017: $0Net Assets 2017: $1,100,8372017Assets 2018: $1,112,927Liabilities 2018: $0Net Assets 2018: $1,112,9272018Assets 2019: $1,094,699Liabilities 2019: $0Net Assets 2019: $1,094,6992019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2015

Assets$1,070,739
Liabilities$0
Net Assets$1,070,739

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $17,835Expenses 2010: $23,841Net Income 2010: -$6,0062010Revenue 2011: $31,475Expenses 2011: $29,540Net Income 2011: $1,9352011Expenses 2012: $48,9742012Revenue 2013: $46,788Expenses 2013: $56,876Net Income 2013: -$10,0882013Revenue 2014: $872Expenses 2014: $67,443Net Income 2014: -$66,5712014Revenue 2015: $18,735Expenses 2015: $62,879Net Income 2015: -$44,1442015Revenue 2016: $34,231Expenses 2016: $64,409Net Income 2016: -$30,1782016Revenue 2017: $127,791Expenses 2017: $67,513Net Income 2017: $60,2782017Revenue 2018: $73,963Expenses 2018: $61,874Net Income 2018: $12,0892018Revenue 2019: $109,737Expenses 2019: $127,966Net Income 2019: -$18,2292019Revenue 2020: $124,195Expenses 2020: $1,175,483Net Income 2020: -$1,051,2882020

Highlighted filing

2015

Revenue$18,735
Expenses$62,879
Net Income-$44,144
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.0
Gross Receipts
$18,735
Mission and Program Overview

Mission

Provide social functions, gifts and financial aid to the former residents of the scripps kennsington home for the aged

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,114,883$1,070,739▼ $44,144
Investments in Publicly Traded Securities$1,056,092$1,017,087▼ $39,005
Savings and Temporary Cash Investments$54,994$49,369▼ $5,625
Land, Buildings, and Equipment, Net$3,455$3,455→ $0
Cash and Non-Interest-Bearing Accounts$342$828▲ $486
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,114,883$1,070,739▼ $44,144
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,114,883$1,070,739▼ $44,144
Total Liabilities and Net Assets / Fund Balance$1,114,883$1,070,739▼ $44,144

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,455-$3,455
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jacqueline DwightPresident
Linda HarrisVice President
Lynne DayTrustee
Mary LejeuneTrustee
Patricia SchlanserTrustee
Virginia YoungTrustee
Joanne MorseSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,735
Other Revenue
$0
Change in Net Assets
$-44,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$32,679
Grants and Similar Amounts Paid$30,200
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,200--$30,200
Fees for Service Investment Mgmnt Fees-$7,734-$7,734
Other Expenses$2,015--$2,015
Fees for Services Legal-$2,000-$2,000
Fees for Services Accounting-$1,600-$1,600
All Other Expenses$1,178$12-$1,190
Office Expenses-$15-$15
Total Functional Expenses$51,518$11,361$0$62,879
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Sophie Miller FoundationPasadena, CA--$30,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members are elected by the existing members

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

The organization has no committees

Form 990, Part VI, Line 11B: Form 990 Review Process

The form 990 is reviewed and approved by the officers of the organizaiton prior to filing

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Halcyon Club
EIN
95-6077164
Phone
6267985487
Address
269 E ALTADENA DR, ALTADENA, CA 91001

Signing Officer

Name
Joanne Morse
Title
Secretary/Treasurer
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Dwight
Formed
1927
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Hkg Llp
Address
50 E Foothill Blvd 3rd Floor, Arcadia, CA 91006
Preparer
Amy S Bertolini
Phone
6265850666
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0the organization supports the elderly in assisted living facilities that care for the former residents of scripps kennsington home for the aged
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1successor organization from the original organization to which support was provided. organization provides spiritual support to the former residence of Kensington home for the aged.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2BOARD MEMBERS ARE SELECTED AND ELECTED BY THE EXISTING BOARD
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 1: Description Of How Supported Organizations Are Desigated
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section B, Line 1: Explanation Of How Supported Orgs. Managed Actvities
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0270707394
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0sophie miller foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt030000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03455
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03455
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03455
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE SOPHIE MILLER FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0270707394
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY 230
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091105
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE ELECTED BY THE EXISTING MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE OFFICERS OF THE ORGANIZAITON PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01114883
IRS990/TotalAssetsEOYAmt01070739
IRS990/TotalAssetsGrp/BOYAmt01114883
IRS990/TotalAssetsGrp/EOYAmt01070739
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011361
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051518
IRS990/TotalFunctionalExpensesGrp/TotalAmt062879
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01114883
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01070739
IRS990/TotalProgramServiceExpensesAmt051518
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018735
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018735
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01114883
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01070739
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02844 NO MYERS ST
IRS990/USAddress/CityNm0BURBANK
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091504
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOANNE MORSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALCYON CLUB
ReturnHeader/Filer/BusinessNameControlTxt0HALC
ReturnHeader/Filer/EIN0956077164
ReturnHeader/Filer/PhoneNum06267985487
ReturnHeader/Filer/USAddress/AddressLine1Txt0269 E ALTADENA DR
ReturnHeader/Filer/USAddress/CityNm0ALTADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091001
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HKG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 E Foothill Blvd 3rd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006

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