Civic Intelligence

Halcyon Club

990 • Fiscal year 2020 • EIN 95-6077164

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

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

Score unavailable

No value available

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

Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-846%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $1,094,699 (-100%) from 2019

Net Assets

Down

$0

Down $1,094,699 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$124,195

Up $14,458 (+13%) from 2019

Expenses

Up

$1,175,483

Up $1,047,517 (+819%) from 2019

Net Income

Down

-$1,051,288

Down $1,033,059 (-5667%) from 2019

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

2020

Assets$0
Liabilities$0
Net Assets$0

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

2020

Revenue$124,195
Expenses$1,175,483
Net Income-$1,051,288
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Gross Receipts
$124,195
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$1,094,699$0▼ $1,094,699
Investments Other Securities$834,642$0▼ $834,642
Savings and Temporary Cash Investments$254,764$0▼ $254,764
Land, Buildings, and Equipment, Net$3,455$0▼ $3,455
Cash and Non-Interest-Bearing Accounts$1,838$0▼ $1,838
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 Program Related-$0-
Investments in Publicly Traded Securities-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,094,699$0▼ $1,094,699
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,094,699$0▼ $1,094,699
Total Liabilities and Net Assets / Fund Balance$1,094,699$0▼ $1,094,699

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
Carol PetersTrustee
Catherine ThompsonTrustee
Kathy DekarrTrustee
Marti FarleyTrustee
Patricia SchlanserTrustee
Sherrie MelinatTrustee
Virginia YoungTrustee
Joanne MorseSecretary/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$124,195
Other Revenue
$0
Change in Net Assets
$-1,051,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,161,009
Other Expenses$14,474
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,161,009--$1,161,009
Fees for Service Investment Mgmnt Fees-$5,520-$5,520
Fees for Services Accounting-$3,775-$3,775
Fees for Services Legal-$2,892-$2,892
Office Expenses-$496-$496
Travel$281--$281
Other Expenses$176$56-$56
Total Functional Expenses$1,162,630$12,853$0$1,175,483
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Communities and Services FoundationPasadena, CA-For Pastoral Care of the Elderly$1,161,009
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
Business relationship with 35% controlled entity
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, Section A, Line 6

Line 6 explanation - members are elected by the existing members

Form 990, Part VI, Section A, Line 7A

Line 7a explanation - members elect 9 of the trustees and the 3 officers at the annual meeting

Form 990, Part VI, Section A, Line 8B

Line 8 explanation - the organization has no committees

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - the form 990 is reviewed and approved by the officers of the organizaiton prior to filing

Form 990, Part VI, Section C, Line 19

No other 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
Phone
6267985487
Signed
2021-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Dwight
Formed
1927
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Hkg Llp
Address
100 W WALNUT ST 7TH FL, PASADENA, CA 91124
Preparer
Curtis Natham
Phone
6265850666
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

DISSOLUTION -43,411.

Raw XML AppendixShowing 400 of 443 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SUCCESSOR 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/ExplanationTxt1BOARD MEMBERS ARE SELECTED AND ELECTED BY THE EXISTING BOARD.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION B, LINE 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0471102014
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01161009
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES AND SERVICES FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01161009
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03455
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03455
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03455
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt01161009
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR PASTORAL CARE OF THE ELDERLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES AND SERVICES FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0471102014
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY 230
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PASADENA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd091105
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1EQUIPMENT
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2CASH - SAVINGS
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0EPISCOPAL COMMUNITIES AND SERVICES FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1EPISCOPAL COMMUNITIES AND SERVICES FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2EPISCOPAL COMMUNITIES AND SERVICES FOUNDATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22020-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0471102014
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1471102014
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2471102014
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0179
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt13455
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt239777
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01111 S ARROYO PARKWAY 230
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt11111 S ARROYO PARKWAY 230
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt21111 S ARROYO PARKWAY 230
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PASADENA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1PASADENA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2PASADENA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd091105
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd191105
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd291105
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 6 EXPLANATION - MEMBERS ARE ELECTED BY THE EXISTING MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LINE 7A EXPLANATION - MEMBERS ELECT 9 OF THE TRUSTEES AND THE 3 OFFICERS AT THE ANNUAL MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LINE 8 EXPLANATION - THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 11B EXPLANATION - THE FORM 990 IS REVIEWED AND APPROVED BY THE OFFICERS OF THE ORGANIZAITON PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISSOLUTION -43,411.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt01094699
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01094699
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01162630
IRS990/TotalFunctionalExpensesGrp/TotalAmt01175483
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01094699
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01162630
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0123695
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0500
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0124195
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01094699
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0281
IRS990/TravelGrp/TotalAmt0281
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

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