TPhilanthropy, Voluntarism & GrantmakingEIN: 141962681· Ruling Year: 2007

Peter E Haas Jr Family Fund

Novato, California

B+Health Score
68B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 132 peers in Philanthropy, Voluntarism & Grantmaking with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org67.97×
Peer Median11.98×
💰
$13.0M
Total Revenue
📊
$7.1M
Total Expenses
🏦
$481.3M
Net Assets
📋
$3.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-32.2%
Year-over-year change (2022 → 2023)
Net Margin
+45.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
67.97
Net assets divided by total expenses
Liabilities-to-Assets
0.6%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$12,991,69632%$7,081,61837%$484,344,2676%
2022$19,162,31559%$11,246,297200%$515,264,57636%
2021$46,211,721418%$3,747,02154%$808,590,79393%
2020$8,927,79080%$8,121,58966%$418,688,43932%
2019$43,650,947590%$4,902,18658%$613,940,26573%
2018$6,328,973128%$3,106,69610%$355,186,45156%
2017$2,771,18641%$2,837,0997%$227,633,35910%
2016$4,680,72620%$2,652,95374%$206,768,44511%
2015$3,895,10166%$1,526,50424%$231,612,70516%
2014$2,345,75913%$2,016,7064%$199,929,82214%
2013$2,076,16698%$2,090,530213%$175,862,75878%
2012$86,596,527576%$668,87418%$98,689,391721%
2011$12,818,047$568,075$12,016,813

Frequently Asked Questions

What does Peter E Haas Jr Family Fund do?

Peter E Haas Jr Family Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Peter E Haas Jr Family Fund financially healthy?

Based on our 9-metric Financial Health Score model, Peter E Haas Jr Family Fund has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Peter E Haas Jr Family Fund generate?

Peter E Haas Jr Family Fund reports $18.8M in annual revenue and holds $609.3M in total assets, based on IRS filings.

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