Peter E Haas Jr Family Fund

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Peter E Haas Jr Family Fund Form 990, Revenue, CEO Pay, and IRS Filing Signals

Peter E Haas Jr Family Fund is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Peter E Haas Jr Family Fund in one place.

Is Peter E Haas Jr Family Fund Legit?

Some Concerns

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

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Where the Money Comes From and Where It Goes

Across stored filings, Peter E Haas Jr Family Fund shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Peter E Haas Jr Family Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

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.

Organization Overview

Peter E Haas Jr Family Fund is a large nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 0.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: A

In 2023, Peter E Haas Jr Family Fund reported a surplus of $5.9M with revenue exceeding expenses, holds 820.7 months of operating reserves (strong position), has a debt-to-asset ratio of 0.6% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Peter E Haas Jr Family Fund's revenue has grown at a compound annual growth rate (CAGR) of 0.1%.

IRS Tax-Exempt Classification

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

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.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a surplus of $5.9M, with revenue exceeding expenses.
• Debt-to-asset ratio: 0.6%.

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

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-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.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Peter E Haas Jr Family Fund:

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.