PETER E HAAS JR FAMILY FUND

EIN: 141962681 501(c)(3) Philanthropy & Grantmaking

NOVATO, CA

Total Revenue
$14,010,921
Total Expenses
$19,623,249
Total Assets
$609,218,440
Net Assets
$597,125,738
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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
CA
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 (CONTINUATION ON SCH O) TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.

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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%)

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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

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Governance

Voting Members
3
Independent Members
N/A
Employees
3
Volunteers
1

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
4
$1,360,776
Total Directors
3
$986,181
Key Employees
0
$0
Highest Compensated
1
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
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