Civic Intelligence

Haupt Family Foundation

EIN 85-3777254 • Pleasanton, CA

Pub. 78 Eligible
7300 Johnston RoadPleasanton, CA 94588
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

28th percentile

-15%

Higher net margin than 28% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-33%

Faster revenue growth than 25% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$108,049

Up $25,969 (+32%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$108,049

Up $25,969 (+32%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin28th percentile

Revenue

Down

$20,020

Down $10,019 (-33%) from 2024

Expenses

Down

$23,108

Down $3,938 (-15%) from 2024

Net Income

Down

-$3,088

Down $6,081 (-203%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2021: $77,435Liabilities 2021: $1Net Assets 2021: $77,4352021Assets 2022: $72,814Liabilities 2022: $1Net Assets 2022: $72,8142022Assets 2023: $86,431Liabilities 2023: $1Net Assets 2023: $86,4312023Assets 2024: $82,080Liabilities 2024: $1Net Assets 2024: $82,0802024Assets 2025: $108,049Liabilities 2025: $0Net Assets 2025: $108,0492025

Highlighted filing

2025

Assets$108,049
Liabilities$0
Net Assets$108,049
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $140,636Expenses 2021: $40,636Net Income 2021: $100,0002021Revenue 2022: $15,001Expenses 2022: $16,391Net Income 2022: -$1,3902022Revenue 2023: $40,034Expenses 2023: $38,663Net Income 2023: $1,3712023Revenue 2024: $30,039Expenses 2024: $27,046Net Income 2024: $2,9932024Revenue 2025: $20,020Expenses 2025: $23,108Net Income 2025: -$3,0882025

Highlighted filing

2025

Revenue$20,020
Expenses$23,108
Net Income-$3,088
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,049
Liabilities
$0
Net assets
$108,049
Revenue
$20,020
Expenses
$23,108
Net income
-$3,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.20$0.23$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.30$0.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.40$0.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.15$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.41$0.41$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRADLEY L HAUPTTrustee-$0--
MARILYN J HAUPTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Haupt Family Foundation
EIN
85-3777254
Phone
9252486800
Address
7300 JOHNSTON ROAD, PLEASANTON, CA 94588

Signing Officer

Name
Bradley L Haupt
Title
Trustee
Phone
9252486800
Signed
2025-09-27

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Raw XML Appendix251 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HAUPT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HAUP
ReturnHeader/Filer/EIN0853777254
ReturnHeader/Filer/PhoneNum09252486800
ReturnHeader/Filer/USAddress/AddressLine1Txt07300 JOHNSTON ROAD
ReturnHeader/Filer/USAddress/CityNm0PLEASANTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-27T15:17:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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