2025-10-12T12:20:33-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 814819533 HALCYON HOUSE HALC 2027964240 3400 PROSPECT STREET NW WASHINGTON DC 20007 DANIEL BARKER PRESIDENT & CEO 2027964240 2025-10-07 1 1 FRANK SMITH P00639053 2022274000 2025-10-07 2024 2025-03-06 01:10:19Z DANIEL BARKER 3400 PROSPECT STREET NW WASHINGTON DC 20007 5631946 0 X HALCYONHOUSE.ORG X 2017 DC HALCYON LIFTS UP INNOVATORS AND CREATORS WHO SEEK TO MAKE THE WORLD A BETTER PLACE. 11 11 24 28 0 0 3176655 5310230 0 0 120237 157229 114990 99220 3411882 5566679 635436 439475 0 0 2095975 2019604 0 0 360450 792891 1506160 3524302 3965239 -112420 1601440 1493256 3156912 186155 161289 1307101 2995623 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 3141670 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.FELLOWSHIP PROGRAMS: SINCE LAUNCHING IN 2014 HALCYON HAS SUPPORTED NEARLY 600 ENTREPRENEURS WHO HAVE GONE ON TO RAISE MORE THAN $850 MILLION TO SCALE THEIR BUSINESSES AND IMPACT THE LIVES OF 10.4 MILLION PEOPLE AROUND THE WORLD. 158273 439475 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. 3299943 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 56 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 7034004598 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 SID BANERJEE BOARD MEMBER AS OF 01/24 1.00 X 0 0 0 HOWARD EISENBERG BOARD MEMBER 1.00 X 0 0 0 ARTURO CARABALLO BOARD MEMBER 1.00 X 0 0 0 JOSE GORDON BOARD MEMBER AS OF 05/24 1.00 X 0 0 0 ISABELLE JOHNSON BOARD MEMBER 1.00 X 0 0 0 LEANA KATZ BOARD MEMBER AS OF 05/24 1.00 X 0 0 0 KWASI MITCHELL BOARD MEMBER AS OF 05/24 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 AINSLEY MACLEAN BOARD MEMBER UNTIL 09/24 1.00 X 0 0 0 PETROCELLI BROOKS BOARD MEMBER UNTIL 05/24 1.00 X 0 0 0 PATRICE KING BRICKMAN BOARD MEMBER UNTIL 05/24 1.00 X 0 0 0 DANIEL BARKER CHIEF EXECUTIVE OFFICER 40.00 X 225534 0 16728 KIMBERLY ROBERTS EXECUTIVE VICE PRESIDENT 40.00 X 200855 0 6785 MARCELO HOMRICH VICE PRESIDENT, PROGRAMS 40.00 X 107677 0 5090 KARINA BURGER VICE PRESIDENT,FINANCE 40.00 X 126543 0 10318 DAVID CORSON VICE PRESIDENT, OPERATIONS 40.00 X 127327 0 12021 787936 0 50942 5 0 1 0 0 32500 196891 5080839 51859 5310230 25282 25282 197214 65267 131947 131947 131947 MISCELLANEOUS 900099 99220 99220 99220 5566679 0 0 256449 211475 211475 228000 228000 838878 476818 111934 250126 858406 856855 1551 17383 17383 131046 112009 19037 173891 137840 10546 25505 1810 1810 36835 36835 377459 313661 56919 6879 4479 2828 1564 87 269029 229882 22849 16298 95848 64558 21294 9996 199627 182517 223 16887 22931 14123 7263 1545 EVENTS FEES 398858 384273 8376 6209 COMMUNICATIONS 92099 62354 24252 5493 PAYROLL EXPENSES 4902 3974 278 650 PRINTING 2283 1393 703 187 3965239 3299943 304846 360450 641063 1243813 5000 3000 376051 360961 50762 30599 34232 10652 20039 23580 312901 1395447 87440 99512 1493256 3156912 186155 161289 186155 161289 X 1307101 1704804 0 1290819 1307101 2995623 1493256 3156912 1601440 87082 0 X X 0 1 X 1 0 X 2873974 2953167 3531515 3176655 5310230 17845541 2873974 2953167 3531515 3176655 5310230 17845541 6718736 11126805 87 3560 27045 25282 55974 114994 99220 214214 18115729 544348 0.61420 0.68400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2023 AMOUNT: $ 114,994. 2024 AMOUNT: $ 99,220. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17644 4647 12997 16588 6005 10583 23580 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION FOR UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2024, 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 NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 PROGRAM SERVICES LEADERSHIP AND BUSINESS TRAINING 48468 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES LEADERSHIP AND BUSINESS TRAINING 28142 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES LEADERSHIP AND BUSINESS TRAINING 179105 0 0 0 0 0 0 255715 0 255715 TRAVEL AND LIVING STIPEND CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 3 11000 WIRE TRANFER 3995 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 10 36000 WIRE TRANFER 13316 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 22 76000 WIRE TRANFER 29294 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND SOUTH ASIA 4 22000 WIRE TRANFER 5326 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 1 5000 WIRE TRANFER 1332 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 8 42000 WIRE TRANFER 10652 PROFFESSIONAL SERVICES BOOK TRAVEL AND LIVING STIPEND SOUTH AMERICA 7 36000 WIRE TRANFER 9321 PROFFESSIONAL SERVICES BOOK 0 0 0 0 0 0 1 LIVING STIPEND 30 211475 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 0 0 DANIEL BARKER CHIEF EXECUTIVE OFFICER 225534 0 0 0 0 0 6864 0 9864 0 242262 0 0 0 KIMBERLY ROBERTS EXECUTIVE VICE PRESIDENT 200855 0 0 0 0 0 0 0 6785 0 207640 0 0 0 X 1 51859 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. HALCYON FUND GP LLC 3400 PROPSECT ST NW WASHINGTON DC 20007 352645407 VENTURE CAPITAL FUND DE 0 0 HALCYON HOUSE HALCYON INVESTMENT MANAGEMENT LLC 3400 PROSPECT ST NW WASHINGTON DC 20007 364915336 VENTURE CAPITAL FUND DE 68029 42490 HALCYON HOUSE HALCYON ANGELS 3400 PROSPECT ST NW WASHINGTON DC 20007 850972725 PROMOTE IMPACT-DRIVEN BUSINESSES, IMPROVE CONDITIONS FOR INVESTORS DE 501(C)(3) LINE 7 HALCYON HOUSE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 HALCYON ANGELS O 24413 FMV HALCYON INVESTMENT MANAGEMENT LLC O 19778 FMV HALCYON ANGELS S 32500 FMV HALCYON INVESTMENT MANAGEMENT LLC S 68728 FMV HALCYON ANGELS N 35000 FMV HALCYON INVESTMENT MANAGEMENT LLC N 83102 FMV