Peter E Haas Jr Family Fund

Peter E Haas Jr Family Fund maintains substantial assets with zero reported officer compensation.

EIN: 141962681 · Novato, CA · NTEE: T11 · Updated: 2026-03-28

$19.8MRevenue

$609.3MAssets

90/100Mission Score (Excellent)

T11

About Peter E Haas Jr Family Fund

Peter E Haas Jr Family Fund (EIN: 141962681) is a nonprofit organization based in Novato, CA, classified under NTEE code T11. The organization reported total revenue of $19.8M and total assets of $609.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Peter E Haas Jr Family Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Peter E Haas Jr Family Fund demonstrates strong financial health, consistently maintaining substantial assets. In the latest period (202306), the organization reported assets of $484,344,267 against liabilities of $3,009,191, indicating a very robust financial position. The fund's revenue has fluctuated significantly over the years, from a high of $46,211,721 in 202106 to a low of $2,345,759 in 201406, which is typical for a family foundation primarily receiving contributions and investment income. 

Spending efficiency appears high, as the organization consistently reports 0% officer compensation, suggesting that administrative costs related to executive salaries are minimal or covered by other means. As a private foundation (NTEE T11), its primary function is grantmaking, which inherently means a high proportion of expenses are program-related. The absence of officer compensation also points to a lean operational structure. 

Transparency is generally good through its public 990 filings. The consistent reporting of 0% officer compensation across all available filings is a key indicator of transparency regarding executive pay. The fund's substantial asset base and fluctuating revenue streams are clearly documented, allowing for a clear understanding of its financial activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Peter E Haas Jr Family Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 5%
programs: 95%
fundraising: 0%

According to IRS 990 filings, Peter E Haas Jr Family Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no officers receive compensation directly from the organization, which is highly unusual for an organization with assets exceeding $484 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Peter E Haas Jr Family Fund's IRS 990 filings:

Unusually low expense-to-asset ratio in some years (e.g., $3.7M expenses on $808M assets in 202106), which might suggest a focus on asset growth over immediate grantmaking, though this is common for foundations.

Strengths

The following positive indicators were identified for Peter E Haas Jr Family Fund:

Zero reported officer compensation across all filings, indicating high efficiency in executive overhead.
Extremely strong asset base, consistently in the hundreds of millions of dollars ($609,299,405 latest assets).
Low liabilities relative to assets, demonstrating excellent financial stability.
Consistent grantmaking activity as evidenced by expenses, supporting its NTEE T11 classification.

Frequently Asked Questions about Peter E Haas Jr Family Fund

Is the Peter E Haas Jr Family Fund a good charity?

As a private family foundation, its primary purpose is grantmaking. With substantial assets ($484,344,267 in 202306) and 0% officer compensation, it appears to be an efficient vehicle for philanthropic giving, directing resources towards its mission without significant overhead in executive salaries.

How does the Peter E Haas Jr Family Fund manage its administrative costs?

The organization consistently reports 0% officer compensation, suggesting that administrative costs are either extremely low, covered by other entities, or that the officers are uncompensated volunteers. This indicates a very lean operational structure regarding executive pay.

What is the financial stability of the Peter E Haas Jr Family Fund?

The fund is highly stable, with assets consistently in the hundreds of millions, reaching $808,590,793 in 202106 and $484,344,267 in 202306. Its liabilities are minimal compared to its assets, indicating excellent financial health.

Filing History

IRS 990 filing history for Peter E Haas Jr Family Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Peter E Haas Jr Family Fund's revenue has grown by 1.4%, moving from $12.8M to $13.0M. Total assets increased by 3930.6% over the same period, from $12.0M to $484.3M. Total functional expenses rose by 1146.6%, from $568K to $7.1M. In its most recent filing year (2023), Peter E Haas Jr Family Fund reported a surplus of $5.9M, with revenue exceeding expenses. The organization holds $3.0M in liabilities against $484.3M in assets (debt-to-asset ratio: 0.6%), resulting in net assets of $481.3M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$13.0M	$7.1M	$484.3M	$3.0M	—	—
2022	$19.2M	$11.2M	$515.3M	$3.7M	—	View 990
2021	$46.2M	$3.7M	$808.6M	$815K	—	—
2020	$8.9M	$8.1M	$418.7M	$2.4M	—	—
2019	$43.7M	$4.9M	$613.9M	$1.4M	—	View 990
2018	$6.3M	$3.1M	$355.2M	$198K	—	View 990
2017	$2.8M	$2.8M	$227.6M	$432K	—	View 990
2016	$4.7M	$2.7M	$206.8M	$854	—	View 990
2015	$3.9M	$1.5M	$231.6M	$288K	—	View 990
2014	$2.3M	$2.0M	$199.9M	$470K	—	View 990
2013	$2.1M	$2.1M	$175.9M	$754K	—	View 990
2012	$86.6M	$669K	$98.7M	$695	—	View 990
2011	$12.8M	$568K	$12.0M	$259K	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $13.0M, expenses of $7.1M, and assets of $484.3M (revenue -32.2% year-over-year).
2022: Revenue of $19.2M, expenses of $11.2M, and assets of $515.3M (revenue -58.5% year-over-year).
2021: Revenue of $46.2M, expenses of $3.7M, and assets of $808.6M (revenue +417.6% year-over-year).
2020: Revenue of $8.9M, expenses of $8.1M, and assets of $418.7M (revenue -79.5% year-over-year).
2019: Revenue of $43.7M, expenses of $4.9M, and assets of $613.9M (revenue +589.7% year-over-year).
2018: Revenue of $6.3M, expenses of $3.1M, and assets of $355.2M (revenue +128.4% year-over-year).
2017: Revenue of $2.8M, expenses of $2.8M, and assets of $227.6M (revenue -40.8% year-over-year).
2016: Revenue of $4.7M, expenses of $2.7M, and assets of $206.8M (revenue +20.2% year-over-year).
2015: Revenue of $3.9M, expenses of $1.5M, and assets of $231.6M (revenue +66.0% year-over-year).
2014: Revenue of $2.3M, expenses of $2.0M, and assets of $199.9M (revenue +13.0% year-over-year).
2013: Revenue of $2.1M, expenses of $2.1M, and assets of $175.9M (revenue -97.6% year-over-year).
2012: Revenue of $86.6M, expenses of $669K, and assets of $98.7M (revenue +575.6% year-over-year).
2011: Revenue of $12.8M, expenses of $568K, and assets of $12.0M.

Data Sources and Methodology

This transparency report for Peter E Haas Jr Family Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.