HALCYON FOUNDATION (EIN 136059784) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

LINDA HACKETT MUNSON

Phone

2123700198

Tax Period

2024-01-01 to 2024-12-31

HALCYON FOUNDATION, founded in 1957, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $346K, a strong 20% operating margin.

Mission

TO SUPPORT THE AMERICAN MUSEUM IN BRITAIN THROUGH FUNDRAISING ACTIVITIES IN THE UNITED STATES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $520,006

Program Service Revenue $0

Investment Income $1,183,776

Other Revenue $12,000

TOTAL REVENUE $1,715,782

Expense Breakdown

Grants Paid $977,450

Salaries & Benefits $90,571

Fundraising Expenses $72,269

Program Expenses $1,035,529

Other Expenses $301,810

TOTAL EXPENSES $1,369,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,715,782	$684,957	+1.5%
Expenses	$1,369,831	$982,551	+0.4%
Net Income	$345,951	$-297,594	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$80,104

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA HACKETT MUNSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
MARK E HARANZO	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
MARY CONRAD	VICE PRESIDENT	0.50	Director	$0	$0	$0
CAROLYN MACDONALD	VICE PRESIDENT	0.50	Director	$0	$0	$0
MEG CAMPBELL	VICE PRESIDENT	0.50	Director	$0	$0	$0
JANE GLEASON	VICE PRESIDENT	0.50	Director	$0	$0	$0
DR BRUCE HORTEN	VICE PRESIDENT	0.50	Director	$0	$0	$0
PAULINE C METCALF	VICE PRESIDENT	0.50	Director	$0	$0	$0
LESLIE HOOPES	VICE PRESIDENT	0.50	Director	$0	$0	$0
KATHERINE BURSACK	ASSISTANT SECRETARY	20.00	Officer	$80,104	$0	$80,104

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,715,782	$1,369,831	$7,411,682	$345,951
2023	$684,957	$982,551	$7,229,662	$-297,594
2022	$520,839	$687,735	$6,001,183	$-166,896
2021	$1,467,558	$1,116,394	$9,605,075	$351,164
2020	$1,303,495	$527,778	$8,681,015	$775,717
2019	$600,865	$916,075	$6,307,022	$-315,210
2018	$629,514	$557,486	$5,317,890	$72,028

HALCYON FOUNDATION