MARGARET E HAAS FUND (EIN 510533111) - 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

2004

Legal Domicile

Principal Officer

RHEA SUH

Phone

4154642500

Tax Period

2022-07-01 to 2023-06-30

MARGARET E HAAS FUND, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.6M in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $108.5M represent 363 months of operating reserves.

Mission

MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY 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%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,589,053

Other Revenue $0

TOTAL REVENUE $3,589,053

Expense Breakdown

Grants Paid $3,550,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,604,848

Other Expenses $85,634

TOTAL EXPENSES $3,635,634

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,589,053	$5,420,715	-0.3%
Expenses	$3,635,634	$5,124,152	-0.3%
Net Income	$-46,581	$296,563	-1.2%

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

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

$1,468,337

Total Directors

$455,660

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RHEA SUH	PRESIDENT & CEO	0.50	Officer	$0	$60,449	$649,263
SA HARTMAN	CFO	0.50	Officer	$0	$64,398	$479,682
VIKKI GARROD	DIRECTOR	0.20	Director	$0	$49,673	$292,390
ASHLEY SMITH	SECRETARY	0.50	Officer	$0	$53,392	$176,122
LANI ALO	DIRECTOR	0.20	Officer Director	$0	$29,680	$163,270
MARGARET HAAS	CHAIRPERSON	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,589,053	$3,635,634	$108,535,119	$-46,581
2022	$5,420,715	$5,124,152	$122,219,507	$296,563
2021	$14,119,697	$3,718,448	$211,768,662	$10,401,249
2020	$2,978,480	$11,797,492	$111,998,504	$-8,819,012
2019	$16,668,064	$1,227,024	$179,623,597	$15,441,040
2018	$7,119,072	$30,063,936	$110,141,535	$-22,944,864

MARGARET E HAAS FUND