Civic Intelligence

MIMI and Peter Haas Fund

990PF • Fiscal year 2019 • EIN 94-6064551

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.16x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$351,648

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

28th percentile

0.6%

Faster asset growth than 28% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2017 to 2019

Revenue Growth

61st percentile

6.9%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$209,239,084

Up $2,298,468 (+1.1%) from 2017

Net Assets

Down

$204,800,561

Down $1,522,418 (-0.7%) from 2017

Liabilities

Up

$4,438,523

Up $3,820,886 (+619%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$28,552,506

Up $3,581,270 (+14%) from 2017

Expenses

Up

$15,512,201

Up $4,810,727 (+45%) from 2017

Net Income

Down

$13,040,305

Down $1,229,457 (-8.6%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2019

Assets$209,239,084
Liabilities$4,438,523
Net Assets$204,800,561
Open 2019 Filing

Operations Trend

Revenue Growth61st 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

2019

Revenue$28,552,506
Expenses$15,512,201
Net Income$13,040,305
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN MERZExecut.Dir/Secretary/TreasurerFT$298,761$52,887$351,648
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
2020-11-09
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1817829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt219046828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt330993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4333889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53376711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt623545905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7646241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91092070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11879857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14933351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1594964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt166499427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1734294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19500455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201893023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt217234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22943896
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23355026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt246819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26221875
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2765363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2865327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29217203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3025999502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31193581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32284879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33757791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341596787
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35206752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt361174563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt371171633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3819004327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt392377290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40619253
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41675927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt421238752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt431033431
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44363448
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt05AM VENTURES IV 46-3926873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BASELINE CORE FUND 45-3010611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FARALLON CAPTL INST 94-3106323
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DEFY PARTNERS II 83-4667886
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/CategoryOrItemTxt13HFCP IX(PARALLEL)
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/CategoryOrItemTxt19SEARCHLIGHT CAP.III 83-3629142
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/CategoryOrItemTxt64RSF PARTNERS TAX EXEMPT VII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6582-1041859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01733785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1817829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt219046828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4333889
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt53376711
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623545905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7646241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91092070
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11879857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14933351

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,239,084
Liabilities
$4,438,523
Net assets
$204,800,561
Revenue
$28,552,506
Expenses
$15,512,201
Net income
$13,040,305
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
2019Detailed filing. Detailed filing data is available for this year.$209$4.44$205$28.6$15.5$13.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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