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Nonprofiteer
← PETER E HAAS JR FAMILY FUND

Form 990 for tax year 2024

Filed by PETER E HAAS JR FAMILY FUND.

Totals

Total revenue
$14,010,921
Total expenses
$19,623,249
Contributions and grants received
$0
Grants paid
$18,197,000
Program service revenue
$0
Investment income
$14,010,921
Other revenue
$0
Total assets, end of year
$609,218,440
Total liabilities, end of year
$12,092,702
Net assets or fund balances, end of year
$597,125,738
Program services expenses (Part IX)
$19,054,145
Management and general expenses
$569,104
Fundraising expenses
$0
Program service expenses (Part III)
$19,054,145

Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EDWARD WANG

    DIRECTOR

    Total calculated
    $288,890
    From this org
    $0
    From related orgs
    $232,856
    Other
    $56,034
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,531 related
    Bonus
    $0
    Other
    $0 + $4,325 related
    Deferred
    $0 + $27,720 related
    Nontaxable benefits
    $0 + $28,314 related
    Filer's total
    $0 + $288,890 related

  • JANELLE CAVANAGH

    DIRECTOR

    Total calculated
    $367,211
    From this org
    $0
    From related orgs
    $307,132
    Other
    $60,079
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $302,924 related
    Bonus
    $0
    Other
    $0 + $4,208 related
    Deferred
    $0 + $36,735 related
    Nontaxable benefits
    $0 + $23,344 related
    Filer's total
    $0 + $367,211 related

  • RALPH LEWIN

    EXECUTIVE DIRECTOR

    Total calculated
    $330,080
    From this org
    $258,290
    From related orgs
    $0
    Other
    $71,790
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $253,734
    Bonus
    $0
    Other
    $4,556
    Deferred
    $31,051
    Nontaxable benefits
    $40,739
    Filer's total
    $330,080

  • RHEA SUH

    PRESIDENT & CEO

    Total calculated
    $732,783
    From this org
    $0
    From related orgs
    $672,522
    Other
    $60,261
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $633,593 related
    Bonus
    $0
    Other
    $0 + $38,929 related
    Deferred
    $0 + $41,400 related
    Nontaxable benefits
    $0 + $18,861 related
    Filer's total
    $0 + $732,783 related

  • LAUREN MCCLELLAND

    CFO

    Total calculated
    $412,083
    From this org
    $0
    From related orgs
    $361,051
    Other
    $51,032
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,863 related
    Bonus
    $0
    Other
    $0 + $38,188 related
    Deferred
    $0 + $39,585 related
    Nontaxable benefits
    $0 + $11,447 related
    Filer's total
    $0 + $412,083 related

  • ASHLEY SMITH

    SECRETARY (THRU 03/25)

    Total calculated
    $215,910
    From this org
    $0
    From related orgs
    $158,020
    Other
    $57,890
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,721 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $9,299 related
    Deferred
    $0 + $17,759 related
    Nontaxable benefits
    $0 + $40,131 related
    Filer's total
    $0 + $215,910 related

  • ROXANNE RICHARDS

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25 + 2.25 related

  • STEPHANIE MARTINEZ

    PROGRAM MANAGER

    Total calculated
    $203,493
    From this org
    $179,221
    From related orgs
    $0
    Other
    $24,272
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $115,444
    Bonus
    $0
    Other
    $63,777
    Deferred
    $14,093
    Nontaxable benefits
    $10,179
    Filer's total
    $203,493

  • JONATHAN LOGAN

    FORMER DIRECTOR (THRU 04/24)

    Total calculated
    $84,237
    From this org
    $0
    From related orgs
    $63,348
    Other
    $20,889
    Hours/week
    0.1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $27,613 related
    Bonus
    $0
    Other
    $0 + $35,735 related
    Deferred
    $0 + $3,389 related
    Nontaxable benefits
    $0 + $17,500 related
    Filer's total
    $0 + $84,237 related

  • SA HARTMAN

    FORMER CFO

    Total calculated
    $495,835
    From this org
    $0
    From related orgs
    $495,835
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $495,835 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $495,835 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION IS PAID BY A RELATED ORGANIZATION, MARIN COMMUNITY FOUNDATION (MCF). THE FOLLOWING IS THE REVIEW AND APPROVAL PROCESS IN DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO: THE PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION, AND THEIR COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY. THE EXECUTIVE COMMITTE OF THE BOARD IS COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. AS PART OF THIS PROCESS, THE EXECUTIVE COMMITTE OF THE BOARD PREPARES A WRITTEN PERFORMANCE APPRAISAL WITH INPUT FROM ALL BOARD MEMBERS. FURTHER, THE COMMITTEE COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS USING VARIOUS SURVEYS. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S COMPENSATION PACKAGE TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE CONTINUE TO BE FAIR AND REASONABLE. DURING EXECUTIVE SESSION AT THE END OF THE FISCAL YEAR, WITH ALL BOARD MEMBERS ATTENDING, THE COMMITTEE REPORTS THEIR FINDINGS, THE OVERALL APPRAISAL, AND THEIR RECOMMENDATION. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PRESIDENT AND CEO'S COMPENSATION FOR THE NEXT YEAR.
PART I, LINE 4A
SA HARTMAN, FORMER CHIEF FINANCIAL OFFICER, RECEIVED SEVERANCE COMPENSATION TOTALING $495,834.96 DURING THE 2024 CALENDAR YEAR. THIS SEVERANCE PAYMENT WERE PAID DIRECTLY BY A RELATED ORGANIZATION, THE MARIN COMMUNITY FOUNDATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.5
Source object
202621289349300602

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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