Philanthropy & Grantmaking
(T20)
990 on File
EVELYN AND WALTER HAAS JR FUND
Financial strength (30%)
94/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$43.3M
Total Revenue
$38.3M
Total Expenses
$468.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
78.1%
Fundraising Efficiency
N/A
Operating Reserve
146.96x
Liability-to-Asset
3.2%
Revenue Diversification
69.7%
Executive Compensation
$727K
Compared with Peers
FY 2024
Compared with 923 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
78.1% | 91.7% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
147.0 mo | 70.2 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
3.2% | 2.5% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
69.7% | 88.2% |
P10P90
|
Top quarter |
|
Revenue growth
Year over year revenue growth
|
322.5% | 17.6% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-4.1% | 10.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
11.6% | 6.3% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $43.3M | $38.3M | $468.5M | 78.1% | — |
| 2023 | $10.2M | $39.9M | $450.6M | 73.5% | — |
| 2022 | $25.4M | $38.4M | $440.2M | 75.5% | — |
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