2024-11-07T09:40:30-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-01-01 814819533 HALCYON HOUSE HALC 2027964240 3400 PROSPECT STREET NW WASHINGTON DC 20007 DANIEL BARKER PRESIDENT & CEO 2027964240 2024-11-06 1 1 FRANK H SMITH P00639053 2022274000 2024-11-06 2023 2024-10-15 13:58:12Z DANIEL BARKER 3400 PROSPECT STREET NW WASHINGTON DC 20007 3475330 0 X HALCYONHOUSE.ORG X 2017 DC HALCYON LIFTS UP INNOVATORS AND CREATORS WHO SEEK TO MAKE THE WORLD A BETTER PLACE. 12 12 21 38 0 0 3531515 3176655 14086 0 3560 120237 132954 114990 3682115 3411882 318100 635436 0 0 1915859 2095975 0 0 258695 860659 792891 3094618 3524302 587497 -112420 1514892 1493256 108413 186155 1406479 1307101 X HALCYON LIFTS UP INNOVATORS AND CREATORS WHO SEEK TO MAKE THE WORLD A BETTER PLACE, GIVING THEM THE TOOLS AND OPPORTUNITIES THEY NEED TO BRING THEIR IDEAS TO LIFE. 0 0 2077186 635436 HALCYON INCUBATOR AND INTENSIVES: THE PROGRAM OFFERS FELLOWSHIPS TO SUPPORT EARLY-STAGE IMPACT-DRIVEN BUSINESS FOUNDERS FROM AROUND THE WORLD. THE FELLOWSHIPS INCLUDE A FOUR-MONTH RESIDENTIAL FELLOWSHIP IN WASHINGTON, D.C., AS WELL AS INTENSIVE FELLOWSHIPS THAT SERVE DIFFERENT INTERNATIONAL COMMUNITIES, SECTORS, OR DEMOGRAPHIC GROUPS WITH TAILORED NEEDS. HALCYON'S FELLOWSHIPS OFFER A COMBINATION OF LEADERSHIP COACHING, LEGAL SUPPORT, CONSULTING SUPPORTING, COACHING, MENTORSHIP, RESIDENCY, SKILL-BUILDING, AND CASH STIPENDS TO HELP FOUNDERS SCALE BUSINESSES SOLVING PROBLEMS IN EVERY SECTOR, FROM EDUCATION, TO ENERGY, TO HEALTH CARE. HALCYON INCUBATOR OFFERS THESE FELLOWSHIPS AT NO COST TO PARTICIPATING ENTREPRENEURS, AND TAKES NO EQUITY IN THEIR VENTURES FOR THE FELLOWSHIP.SINCE LAUNCHING IN 2014 HALCYON HAS SUPPORTED 288 STARTUP VENTURES, WHICH HAVE GONE ON TO RAISE ALMOST $500 MILLION TO SCALE THEIR BUSINESSES, CREATE OVER 6,000 JOBS, AND IMPACT THE LIVES OF 9.3 MILLION PEOPLE AROUND THE WORLD. SEVENTY-EIGHT PERCENT OF OUR VENTURES HAD A FOUNDER OF COLOR, AND SEVENTY-FIVE PERCENT HAVE A WOMAN FOUNDER OR CO-FOUNDER. SOURCED AT THEIR FOUNDING STAGES, 84% OF VENTURES ARE STILL IN OPERATION TODAY. 402873 IMPACT INVESTING: AS PART OF ITS EFFORT TO GROW THE IMPACT-DRIVEN BUSINESS ECOSYSTEM AND FUEL IMPACT-DRIVEN STARTUPS, HALCYON HAS LAUNCHED THREE FUNDING VEHICLES. WHILE HALCYON INCUBATOR FELLOWSHIPS TAKE NO EQUITY, FOUNDERS SHARED A NEED FOR ACCESS TO LIKEMINDED FUNDERS, LEADING HALCYON TO CREATE:1) THE HALYON FUND, A $5M INVESTMENT FUND SUPPORTING HALCYON INCUBATOR VENTURES THAT DO WANT TO PURSUE VENTURE CAPITAL FUNDING. TO DATE, THE HALCYON FUND HAS A PORTFOLIO OF 12 VENTURES.2) HALCYON ANGELS, AN ACTIVE ANGEL INVESTING GROUP THAT SEES HALCYON INCUBATOR VENTURES AS WELL AS OTHER EARLY-STAGE IMPACT-DRIVEN STARTUPS. THE HALCYON ANGELS MEET SIX TIMES PER YEAR TO HEAR PITCHES.3) HALCYON MICROLOAN FUND, AN ALTERNATIVE FUNDING SOURCE FOR D.C.-BASED HALCYON INCUBATOR VENTURES THAT CHOOSE NOT TO PURSUE VENTURE CAPITAL FUNDING AT THIS TIME, BUT CAN BENEFIT FROM AN INFUSION OF FUNDING. LOANS OF UP TO $20,000 ARE AVAILABLE, WITH GENEROUS TERMS DESIGNED TO SUPPORT SCALING THE VENTURES. 2480059 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 63 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC X X X KARINA BURGER 2027964240 3400 PROSPECT STREET NW WASHINGTON DC 20007 MARTHA METZ BOARD CHAIR 1.00 X 0 0 0 BYRON BARNES BOARD MEMBER 1.00 X 0 0 0 PETROCELLI BROOKS BOARD MEMBER 1.00 X 0 0 0 HOWARD EISENBERG BOARD MEMBER 1.00 X 0 0 0 MICHELLE DIFEBO FREEMAN BOARD MEMBER 1.00 X 0 0 0 W MATTHEW KELLY BOARD MEMBER 1.00 X 0 0 0 PATRICE KING BRICKMAN BOARD MEMBER 1.00 X 0 0 0 SACHIKO KUNO PHD BOARD MEMBER 1.00 X 0 0 0 MICKY PANT BOARD MEMBER 1.00 X 0 0 0 MAX PETERSON BOARD MEMBER 1.00 X 0 0 0 KARYN SMITH BOARD MEMBER 1.00 X 0 0 0 KERONE VATEL BOARD MEMBER 1.00 X 0 0 0 KATE GOODALL CHIEF EXECUTIVE OFFICER 40.00 X 229829 0 12864 KIMBERLY ROBERTS CHIEF DEVELOPMENT OFFICER 40.00 X 181766 0 14982 DANIEL BARKER MANAGING DIRECTOR 40.00 X 171652 0 20063 DAHNA GOLDSTEIN CHIEF INVESTMENT OFFICER 40.00 X 185829 0 5787 KARINA BURGER CONTROLLER 40.00 X 108448 0 11701 ROBERT CORSON SR DIR OF EVENTS AND OPERATIONS 40.00 X 110910 0 13335 988434 0 78732 6 0 1 0 0 32500 639888 2504267 273718 3176655 27045 27045 156640 63448 93192 93192 93192 MISCELLANEOUS 900099 114990 114990 114990 3411882 0 0 235227 370688 370688 264748 264748 830272 524477 119802 185993 1049859 923329 104985 21545 15448 13917 1531 61091 55852 5073 166 139305 107735 16797 14773 4769 3397 1372 33469 2881 29641 947 115939 58551 53318 4070 84342 9721 74283 338 75182 29382 44960 840 75851 13877 59295 2679 240817 71690 169127 44259 22325 14705 7229 72151 9880 46238 16033 6553 6553 22106 22106 ARTIST FEES 17453 1006 15268 1179 3524302 2480059 785548 258695 649847 641063 5000 612371 376051 79614 50762 20492 453 12392 20039 89590 312901 71078 87440 1514892 1493256 108413 186155 108413 186155 X 787037 1307101 619442 0 1406479 1307101 1514892 1493256 -112420 11882 1160 0 X 0 1 X 1 0 X 3140404 2873974 2953167 3531515 3176655 15675715 3140404 2873974 2953167 3531515 3176655 15675715 4853123 10822592 87 3560 27045 30692 114994 114994 15821401 951808 0.68400 0.69490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 114,994. SCHEDULE A, PART II, COLUMN (D): HALCYON WAS INCORPORATED ON JANUARY 03, 2017. ITS INITIAL FEDERAL FORM 990 FOR THE PERIOD ENDED DECEMBER 31, 2017 WAS A SHORT YEAR RETURN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8820 8820 11672 453 11219 20039 PARTNERSHIP INTEREST 87440 87440 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION FOR UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 0 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 49938 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 10229 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 45840 0 0 0 0 0 0 106007 0 106007 TRAVEL AND LIVING STIPEND CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 2 14990 WIRE TRANFER 4969 FELLOWS MENTORSHIP BOOK TRAVEL AND LIVING STIPEND MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 11 24964 WIRE TRANFER N/A N/A TRAVEL AND LIVING STIPEND SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 9 45000 WIRE TRANFER 38737 FELLOWS MENTORSHIP BOOK TRAVEL AND LIVING STIPEND SOUTH ASIA 1 10000 WIRE TRANFER 6456 FELLOWS MENTORSHIP BOOK TRAVEL AND LIVING STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 6 50225 WIRE TRANFER 32281 FELLOWS MENTORSHIP BOOK TRAVEL AND LIVING STIPEND NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 2 3750 WIRE TRANFER N/A N/A TRAVEL AND LIVING STIPEND SOUTH AMERICA 6 18470 WIRE TRANFER 14906 FELLOWS MENTORSHIP BOOK 0 0 0 0 0 0 1 LIVING STIPEND 42 177000 193688 BOOK FELLOW METORSHIP PART I, LINE 2: HALCYON ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANT FUNDS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. GRANTEES ARE REQUIRED TO APPLY FOR THE GRANTS AND GO THROUGH A SELECTION PROCESS WITH THE COMMITTEE. GRANT RECIPIENTS ARE REQUIRED TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE. X X X 0 0 0 0 0 0 0 1 0 KATE GOODALL CHIEF EXECUTIVE OFFICER 229829 0 0 0 0 0 3894 0 8970 0 242693 0 0 0 KIMBERLY ROBERTS CHIEF DEVELOPMENT OFFICER 181766 0 0 0 0 0 0 0 14982 0 196748 0 0 0 DANIEL BARKER MANAGING DIRECTOR 171652 0 0 0 0 0 5048 0 15015 0 191715 0 0 0 DAHNA GOLDSTEIN CHIEF INVESTMENT OFFICER 178329 0 7500 0 0 0 5241 0 546 0 191616 0 0 0 PART I, LINE 7 DAHNA GOLDSTEIN RECEIVED A BONUS OF $7,500 IN 2023. X 4 273718 FMV 0 1 0 PART I, LINE 32B: ALL OFFERED GIFTS ARE REVIEWED UNDER OUR GIFT ACCEPTANCE POLICY PRIOR TO ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE BOARD MEMBERS VIA EMAIL SEVEN DAYS PRIOR TO THE BOARD MEETING. THE BOARD MEMBERS REVIEW IT INDIVIDUALLY AND SEND BACK COMMENTS OR QUESTIONS. AFTER THE RESPONSES AND OR CHANGES ARE MADE, THE FINAL VERSION IS PRESENTED TO THE BOARD MEMBERS FOR APPROVAL DURING THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C TO PROPERLY MONITOR AND ENFORCE A CONFLICT-OF-INTEREST POLICY, HALCYON HOUSE IS DILIGENT IN REVIEWING THE ANNUAL DISCLOSURE FORMS SUBMITTED BY COVERED PERSONS, AND IN COMPILING AND MAINTAINING A LIST OF POTENTIALLY CONFLICTED ENTITIES AND INDIVIDUALS. PROPOSED TRANSACTIONS CAN THEN BE MATCHED AGAINST THE LIST AS A MEANS OF IDENTIFYING POSSIBLE CONFLICTS. WHEN DEALING WITH MAJOR VENDORS AND SERVICE PROVIDERS, THE ORGANIZATION CONSIDERS ASKING THE VENDOR OR SERVICE PROVIDER TO DISCLOSE ANY RELATIONSHIP PERSONAL, FINANCIAL, OR OTHERWISE THAT THE VENDOR OR SERVICE PROVIDER HAS WITH ANY OF THE ORGANIZATION'S DIRECTORS, OFFICERS, EMPLOYEES OR VOLUNTEERS. IN ADDITION, THE ORGANIZATION REVIEWS TRANSACTIONS INVOLVING ANY SIGNIFICANT EXPENDITURE OF ORGANIZATIONAL FUNDS TO ENSURE ANY COMPENSATION PAID CONTINUES TO BE REASONABLE. IF A POSSIBLE CONFLICT IS IDENTIFIED WITH RESPECT TO A PROPOSED TRANSACTION, THE ORGANIZATION IS COMMITTED TO FOLLOWING THE PROCEDURES SET OUT IN ITS CONFLICT-OF-INTEREST POLICY FOR DETERMINING WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS, AND THE PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST. AMONG THE STEPS THE ORGANIZATION TAKE THE FOLLOWING: 1) THE PERSON WITH THE POTENTIAL CONFLICT WITH RESPECT TO A TRANSACTION SHOULD DISCLOSE SUCH CONFLICT. 2) THE PERSON SHOULD NOT PARTICIPATE OR BE PRESENT AT ANY MEETING DURING WHICH THE DISCUSSION OF THE POSSIBLE CONFLICT OF INTEREST TAKES PLACE. 3) THE CHAIR OF THE BOARD OF DIRECTORS SHOULD, IF APPROPRIATE, APPOINT A COMMITTEE OF THE BOARD OF DIRECTORS MADE UP OF DISINTERESTED DIRECTORS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION 4) IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY AVAILABLE, THE GOVERNING BOARD OR COMMITTEE SHOULD DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS, WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE ORGANIZATION SHOULD ALSO DOCUMENT, THROUGH WELL-KEPT MINUTES, ANY DECISIONS RELATED TO TRANSACTIONS INVOLVING AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. FINALLY, THE ORGANIZATION MUST BE DILIGENT IN TAKING APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION IF A PERSON WHO IS COVERED BY THE CONFLICT-OF-INTEREST POLICY FAILS TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 HALCYON FOLLOWS THE STEPS REQUIRED IN THE COMPENSATION POLICY ESTABLISHED IN 2017. AFTER THE REVIEW FROM THE BOARD OF DIRECTORS AND OR SUPERVISORS, HALCYON PRESENTS THE COMPENSATION SURVEY DOCUMENTATION AND DECIDES IF THE PROPOSED SALARY IS COMPARABLE TO SIMILAR SIZED ORGANIZATIONS IN THE AREA. AFTER APPROVAL, A SIGNED LETTER WITH THE ESTABLISHED NEW SALARY AND EFFECTIVE DATE IS SENT TO THE EMPLOYEE OR OFFICER BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 HALCYON WILL SEND BY EMAIL OR MAIL A COPY OF REQUESTS FOR THE DOCUMENTATION. THIS CAN BE REQUESTED VIA EMAIL, MAIL, OR PHONE. UPON RECEIPT OF THE REQUEST, HALCYON IS COMMITTED TO SUBMIT THE COPY WITHIN FIVE BUSINESS DAYS. 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