Civic Intelligence

MIMI and Peter Haas Fund

990PF • Fiscal year 2017 • EIN 94-6064551

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization Profile

View Organization Page

201 FILBERT STREET Suite 5TH FLRSan Francisco, CA 94133-3238

(415) 296-9249

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.02x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

93rd percentile

57%

Higher net margin than 93% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$349,551

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

59th percentile

7.5%

Faster asset growth than 59% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

47%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$206,940,616

Up $14,364,564 (+7.5%) from 2016

Net Assets

Up

$206,322,979

Up $14,269,762 (+7.4%) from 2016

Liabilities

Up

$617,637

Up $94,802 (+18%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin93rd percentile

Revenue

Up

$24,971,236

Up $7,968,982 (+47%) from 2016

Expenses

Up

$10,701,474

Up $1,396,587 (+15%) from 2016

Net Income

Up

$14,269,762

Up $6,572,395 (+85%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $184,840,304Liabilities 2011: $350,1122011Assets 2012: $192,843,330Liabilities 2012: $704,2062012Assets 2013: $203,480,581Liabilities 2013: $728,8692013Assets 2014: $198,435,782Liabilities 2014: $483,163Net Assets 2014: $197,952,6192014Assets 2015: $184,579,987Liabilities 2015: $224,137Net Assets 2015: $184,355,8502015Assets 2016: $192,576,052Liabilities 2016: $522,835Net Assets 2016: $192,053,2172016Assets 2017: $206,940,616Liabilities 2017: $617,637Net Assets 2017: $206,322,9792017Assets 2019: $209,239,084Liabilities 2019: $4,438,523Net Assets 2019: $204,800,5612019Assets 2020: $213,875,900Liabilities 2020: $5,594,557Net Assets 2020: $208,281,3432020Assets 2021: $218,995,587Liabilities 2021: $4,653,889Net Assets 2021: $214,341,6982021Assets 2022: $176,581,603Liabilities 2022: $3,392,186Net Assets 2022: $173,189,4172022Assets 2023: $175,868,377Liabilities 2023: $2,714,9532023Assets 2024: $177,622,622Liabilities 2024: $4,548,563Net Assets 2024: $173,074,0592024

Highlighted filing

2017

Assets$206,940,616
Liabilities$617,637
Net Assets$206,322,979
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20M-$40M-$60MRevenue 2011: $948,022Expenses 2011: $13,615,607Net Income 2011: -$12,667,5852011Revenue 2012: $18,183,882Expenses 2012: $10,534,950Net Income 2012: $7,648,9322012Revenue 2013: $25,571,955Expenses 2013: $14,959,367Net Income 2013: $10,612,5882013Revenue 2014: $6,882,361Expenses 2014: $11,681,454Net Income 2014: -$4,799,0932014Revenue 2015: -$945,666Expenses 2015: $12,651,103Net Income 2015: -$13,596,7692015Revenue 2016: $17,002,254Expenses 2016: $9,304,887Net Income 2016: $7,697,3672016Revenue 2017: $24,971,236Expenses 2017: $10,701,474Net Income 2017: $14,269,7622017Revenue 2019: $28,552,506Expenses 2019: $15,512,201Net Income 2019: $13,040,3052019Revenue 2020: $22,825,724Expenses 2020: $19,344,942Net Income 2020: $3,480,7822020Revenue 2021: $21,043,721Expenses 2021: $14,983,366Net Income 2021: $6,060,3552021Revenue 2022: -$26,083,732Expenses 2022: $15,068,549Net Income 2022: -$41,152,2812022Revenue 2023: $17,441,541Expenses 2023: $17,477,534Net Income 2023: -$35,9932023Revenue 2024: $18,897,247Expenses 2024: $18,976,612Net Income 2024: -$79,3652024

Highlighted filing

2017

Revenue$24,971,236
Expenses$10,701,474
Net Income$14,269,762
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN MERZExecutive Director/SecretaryFT$298,464$51,087$349,551
MIRIAM L HAASTrustee/PresidentPT$0--
ARI A LURIETrustee-$0--
DANIEL L LURIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mimi and Peter Haas Fund
EIN
94-6064551
In Care Of
% ARGONAUT SECURITIES COMPANY
Phone
4152969249
Address
201 FILBERT STREET Suite 5TH FLR, SAN FRANCISCO, CA 94133-3238

Signing Officer

Name
Lynn Merz
Title
Executive Director
Phone
4152969249
Signed
2018-10-29
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt216126315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4204080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt52098128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt618634084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7950754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8245901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9985685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111101474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12849
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14954803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15250019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt166540245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17128603
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19413737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt208668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt211018744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222056
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23228244
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt241295139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25551975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2662297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27197539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28294716
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29300401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3270932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33115467
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3442218541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35443935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36247105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3750861
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38819096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt391571987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40435655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt411612038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421302503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4318776411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt441844585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46420309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47139204
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt48942195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49643732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt05AM VENTURES IV 46-3926873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BASELINE CORE FUND 45-3010611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FARALLON CAPTL INST 94-3106323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FR XI ONSHORE AIV 71-1015969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GEMINI ISRAEL IV 98-0428414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GEMINI ISRAEL V 98-0548428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GENERATION IM GLOBAL EQ FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt727-0114160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8HCP WPPE X INVEST 26-1278318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JC FLOWERS II 98-0494093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10HCP CDH V INVESTORS 80-0884122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11HSH CAYMAN 98-0521559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VARDE FUNDXIB FEEDER46-2022036
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13JCF II SPECIAL AIV K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14JW CHILDS EQ III 03-0387301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15LBA REALTY FUND III 20-5498217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16OFFIT HALL PRVT EQ 52-2335224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WGI EMER-G MARKET FD20-3377269
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18NATURAL GAS PARTR IX26-0632609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19POUCHINE COOK CAPII 35-2249258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20KHOSLA VENTURE SEEDB45-5043024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21ROSEWOOD CAP V 14-1948848
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22STG III A 20-8952445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23TCV IV 77-0527868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WARBURG EQ VIII 13-4161869
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ASIA ENVIRONMENTAL PARTNER(NA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26CARMEL PARTNERS INV FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2733-1177003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28HCP VF IX INVESTORS 26-1958282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29JUPITER JCF AIV II SPECIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3098-0569851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31GENERATION IM CLIMATE SOL(N/A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32GS MOUNT KELLETT CAP (N/A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33WATERSHED CAP INST PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3482-0547075
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35ROSEWOOD CAP V COBALT (N/A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36SRI NINE REIT 77-0677478
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FR HORIZON AIV (N/A)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38BAUPOST VALUE PARTNERS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3926-2208448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40KHOSLA VENTURES III 26-4049910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41KHOSLA VENTURES SEED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4226-4754028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43ROSEWOOD CAPITAL IV 22-3707169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44HCP CHINA PE2009 FEEDER-CAYMAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45BASELINE INCREASED EXPOSURE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4645-3010715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47MOUNT KELLETT CAP PR(CAYMAN)II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4898-0677267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49HCP MEP H INVESTORS 27-4319591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50KHOSLA VENTURES IV 90-0720388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51HARRIS ASSOCIATES GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5226-0221909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53QIMING VENTURE PARTNERS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5498-1164224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55TCV III(Q) LIQUIDATING TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56N/A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57HCP BF 2014 INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5830-0827317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt595AM VENTURES V 81-2585295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60THE VARDE FUND XII(B)(FEEDER)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6181-0992297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62QIMING VENTURE PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6398-1282573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01011319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1514119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt216126315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4204080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52098128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt618634084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7950754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8245901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9985685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101312

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,940,616
Liabilities
$617,637
Net assets
$206,322,979
Revenue
$24,971,236
Expenses
$10,701,474
Net income
$14,269,762
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$178$4.55$173$18.9$19.0$0.08
2023Summary only. Only limited summary data is available for this year.$176$2.71$17.4$17.5$0.04
2022Detailed filing. Detailed filing data is available for this year.$177$3.39$173$26.1$15.1$41.2
2021Detailed filing. Detailed filing data is available for this year.$219$4.65$214$21.0$15.0$6.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$214$5.59$208$22.8$19.3$3.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$209$4.44$205$28.6$15.5$13.0
2017Detailed filing. Detailed filing data is available for this year.$207$0.62$206$25.0$10.7$14.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$193$0.52$192$17.0$9.30$7.70
2015Detailed filing. Detailed filing data is available for this year.$185$0.22$184$0.95$12.7$13.6
2014Detailed filing. Detailed filing data is available for this year.$198$0.48$198$6.88$11.7$4.80
2013Summary only. Only limited summary data is available for this year.$203$0.73$25.6$15.0$10.6
2012Summary only. Only limited summary data is available for this year.$193$0.70$18.2$10.5$7.65
2011Summary only. Only limited summary data is available for this year.$185$0.35$0.95$13.6$12.7