Civic Intelligence

Peggy and Robert Matthews Foundation

EIN 83-1261784 • San Diego, CA

3535 1st Avenue Unit 6BSan Diego, CA 92103
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-4.4%

Higher net margin than 32% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$91,000

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 216.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

185%

Faster revenue growth than 94% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,046,367

Down $20,386 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,046,367

Down $20,386 (-0.5%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin32nd percentile

Revenue

Up

$461,961

Up $299,615 (+185%) from 2023

Expenses

Up

$482,347

Up $84,142 (+21%) from 2023

Net Income

Up

-$20,386

Up $215,473 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $4,579,164Liabilities 2019: $0Net Assets 2019: $4,579,1642019Assets 2020: $4,649,332Liabilities 2020: $0Net Assets 2020: $4,649,3322020Assets 2021: $4,652,282Liabilities 2021: $0Net Assets 2021: $4,652,2822021Assets 2022: $4,304,526Liabilities 2022: $0Net Assets 2022: $4,304,5262022Assets 2023: $4,066,753Liabilities 2023: $0Net Assets 2023: $4,066,7532023Assets 2024: $4,046,367Liabilities 2024: $0Net Assets 2024: $4,046,3672024

Highlighted filing

2024

Assets$4,046,367
Liabilities$0
Net Assets$4,046,367
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $4,714,176Expenses 2019: $162,870Net Income 2019: $4,551,3062019Revenue 2020: $399,834Expenses 2020: $326,404Net Income 2020: $73,4302020Revenue 2021: $399,600Expenses 2021: $396,649Net Income 2021: $2,9512021Revenue 2022: $42,091Expenses 2022: $389,847Net Income 2022: -$347,7562022Revenue 2023: $162,346Expenses 2023: $398,205Net Income 2023: -$235,8592023Revenue 2024: $461,961Expenses 2024: $482,347Net Income 2024: -$20,3862024

Highlighted filing

2024

Revenue$461,961
Expenses$482,347
Net Income-$20,386
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,046,367
Liabilities
$0
Net assets
$4,046,367
Revenue
$461,961
Expenses
$482,347
Net income
-$20,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.46$0.48$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.16$0.40$0.24
2022Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.04$0.39$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.40$0.40$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.40$0.33$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$4.71$0.16$4.55
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE STOCKERPresident, Director, SecretaryPT$102,000-$102,000
SANDRA MAASDirector-$0--
ANTHONY MAUSTreasurer, Director-$0--
ELAINE HALLDirector-$0--
STEVE PITCHKOLANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Peggy and Robert Matthews Foundation
EIN
83-1261784
Phone
6198658311
Address
3535 1ST AVENUE UNIT 6B, SAN DIEGO, CA 92103

Signing Officer

Name
Diane Stocker
Title
President
Phone
6198658311
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
4225 EXECUTIVE SQUARE SUITE 1150, LA JOLLA, CA 92037
Preparer
Mary Mcgroarty
Phone
8585589200
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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0THE FOUNDATION ENTERED INTO AN AGREEMENT WITH THE EXECUTIVE DIRECTOR TO PROVIDE ADMINISTRATIVE SERVICES AS AN EMPLOYEE OF THE FOUNDATION. IN 2024, THE TOTAL COMPENSATION PAID WAS $102,000. COMPENSATION FOR THESE SERVICES HAS BEEN EVALUATED AND DETERMINED TO BE REASONABLE BY THE BOARD. THIS IS AN EXCEPTED ACT OF SELF-DEALING UNDER IRC SECTION 4941(D)(2)(E).
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