HAAS FAMILY FOUNDATION

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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

2014

Legal Domicile

Principal Officer

WILLIAM H HAAS

Phone

7034761717

Tax Period

2018-01-01 to 2018-12-31

HAAS FAMILY FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $176K in total revenue in fiscal year 2018. Expenses of $196K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO SUPPORT EDUCATIONAL, RELIGIOUS AND CHARITABLE CAUSES AND ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $190,000

RAISING FUNDS HOSTING AN ANNUAL CHARITY GOLF TOURNAMENT, AND GRANTING THE PROCEEDS TO SUPPORT EDUCATIONAL, RELIGIOUS AND CHARITABLE CAUSES AND ORGANIZATIONS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $233,776

Program Service Revenue $0

Investment Income $35

Other Revenue $-57,911

TOTAL REVENUE $175,900

Expense Breakdown

Grants Paid $190,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,000

Other Expenses $5,604

TOTAL EXPENSES $195,604

Year-over-Year Comparison

	2018	2017	Change
Revenue	$175,900	$169,928	+0.0%
Expenses	$195,604	$190,137	+0.0%
Net Income	$-19,704	$-20,209	0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM H HAAS	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JULIE ARRINGTON HAAS	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ALLEN F HOBBS	SECRETARY	1.00	Officer Director	$0	$0	$0
O LYNN ROACH JR	TREASURER	1.00	Officer Director	$0	$0	$0

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
2018	$175,900	$195,604	$57,962	$-19,704