PETER E HAAS JR FAMILY FUND

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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

2006

Legal Domicile

Principal Officer

RHEA SUH

Phone

4154642500

Tax Period

2024-07-01 to 2025-06-30

PETER E HAAS JR FAMILY FUND, founded in 2006, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.0M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $19.6M exceeded revenue, resulting in a 40% operating deficit.

Mission

MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.

Program Service Accomplishments

Program 1

Expenses: $19,054,145

TO SUPPORT SOCIAL SERVICES, ACTIVELY ENCOURAGE INNOVATION AND EQUITY IN EDUCATION AND HEALTH, AND TO FOSTER TRANSFORMATION IN COMMUNITY NORMS. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE...

TO SUPPORT SOCIAL SERVICES, ACTIVELY ENCOURAGE INNOVATION AND EQUITY IN EDUCATION AND HEALTH, AND TO FOSTER TRANSFORMATION IN COMMUNITY NORMS. DURING THE FISCAL YEAR ENDING JUNE 30, 2025, THE FOUNDATION AWARDED GRANTS FOR $18,197,000.

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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 $0

Program Service Revenue $0

Investment Income $14,010,921

Other Revenue $0

TOTAL REVENUE $14,010,921

Expense Breakdown

Grants Paid $18,197,000

Salaries & Benefits $705,002

Fundraising Expenses $0

Program Expenses $19,054,145

Other Expenses $721,247

TOTAL EXPENSES $19,623,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,010,921	$18,849,160	-0.3%
Expenses	$19,623,249	$19,054,333	+0.0%
Net Income	$-5,612,328	$-205,173	+26.4%

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

N/A

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

$1,360,776

Total Directors

$986,181

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD WANG	DIRECTOR	0.10	Director	$0	$56,034	$288,890
JANELLE CAVANAGH	DIRECTOR	0.10	Director	$0	$60,079	$367,211
RALPH LEWIN	EXECUTIVE DIRECTOR	37.50	Director	$258,290	$71,790	$330,080
RHEA SUH	PRESIDENT & CEO	0.10	Officer	$0	$60,261	$732,783
LAUREN MCCLELLAND	CFO	0.10	Officer	$0	$51,032	$412,083
ASHLEY SMITH	SECRETARY (THRU 03/25)	0.10	Officer	$0	$57,890	$215,910
ROXANNE RICHARDS	SECRETARY	0.25	Officer	$0	$0	$0
STEPHANIE MARTINEZ	PROGRAM MANAGER	37.50	Highest	$179,221	$24,272	$203,493
JONATHAN LOGAN	FORMER DIRECTOR (THRU 04/24)	0.10		$0	$20,889	$84,237
SA HARTMAN	FORMER CFO	0.00		$0	$0	$495,835

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
2025	$14,010,921	$19,623,249	$609,218,440	$-5,612,328
2024	$18,849,160	$19,054,333	$609,299,405	$-205,173
2023	$12,991,696	$7,081,618	$484,344,267	$5,910,078
2022	$19,162,315	$11,246,297	$515,264,576	$7,916,018
2021	$46,211,721	$3,747,021	$808,590,793	$42,464,700
2020	$8,927,790	$8,121,589	$418,688,439	$806,201
2019	$43,650,947	$4,902,186	$613,940,265	$38,748,761
2018	$6,328,973	$3,106,696	$355,186,451	$3,222,277