Civic Intelligence

Allen Matkins Foundation

990PF • Fiscal year 2023 • EIN 85-4072463

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

865 S Figueroa Street Suite 2800Los Angeles, CA 90017

(213) 622-5555

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

31st percentile

-9.1%

Higher net margin than 31% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

35th percentile

-6.4%

Faster asset growth than 35% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Flat

$104,912

Flat from 2023

Net Assets

$104,912

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

$79,182

Flat from 2023

Expenses

Flat

$86,396

Flat from 2023

Net Income

Flat

-$7,214

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $239,510Liabilities 2020: $0Net Assets 2020: $239,5102020Assets 2021: $285,514Liabilities 2021: $0Net Assets 2021: $285,5142021Assets 2022: $112,126Liabilities 2022: $0Net Assets 2022: $112,1262022Assets 2023: $104,912Liabilities 2023: $0Net Assets 2023: $104,9122023Assets 2023: $104,912Liabilities 2023: $12023Assets 2024: $147,007Liabilities 2024: $0Net Assets 2024: $147,0072024

Highlighted filing

2023

Assets$104,912
Liabilities$0
Net Assets$104,912

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $239,510Expenses 2020: $0Net Income 2020: $239,5102020Revenue 2021: $48,078Expenses 2021: $2,074Net Income 2021: $46,0042021Revenue 2022: $68,655Expenses 2022: $242,043Net Income 2022: -$173,3882022Revenue 2023: $79,182Expenses 2023: $86,396Net Income 2023: -$7,2142023Revenue 2023: $79,182Expenses 2023: $86,396Net Income 2023: -$7,2142023Revenue 2024: $73,177Expenses 2024: $31,082Net Income 2024: $42,0952024

Highlighted filing

2023

Revenue$79,182
Expenses$86,396
Net Income-$7,214
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY PATTERSONPres/Board Chair/Director-$0--
MARISSA DENNISDirector-$0--
MARK HARTNEYDirector-$0--
PAUL NASHDirector-$0--
PAMELA ANDESDirector-$0--
ANTHONY BURNEYDirector-$0--
ELIAS CERVANTESCFO, Director-$0--
JESSICA SANDOVALSecretary, Director-$0--
LARRY KLEINBERGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantThe UCLA FoundationALLEN MATKINS SCHOLARSHIP FUNDPCLOS ANGELES, CA, US$26,596
Paid GrantUC Hastings FoundationALLEN MATKINS SCHOLARSHIP FUNDPCSAN FRANCISCO, CA, US$26,596
Paid GrantThe Sola I Can FoundationGeneral Operating SupportPCLOS ANGELES, CA, US$25,000
Filing and Contact Details

Filer

Filer Name
Allen Matkins Foundation
EIN
85-4072463
In Care Of
% ELIAS CERVANTES
Phone
2136225555
Address
865 S FIGUEROA STREET SUITE 2800, LOS ANGELES, CA 90017

Signing Officer

Name
Jeffrey Patterson
Title
Pres/chair/Director
Phone
2136225555
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Holthouse Carlin & Van Trigt Llp
Address
11444 W OLYMPIC BLVD 11TH FLR, LOS ANGELES, CA 90064
Preparer
Stacy Yamanishi
Phone
3105661900
Raw XML Appendix374 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8LARRY KLEINBERG
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226596
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ALLEN MATKINS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ALLEN MATKINS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The UCLA Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Sola I Can Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UC Hastings Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010889 Wilshire Blvd STE 1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18629 S Vermont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 MCALLISTER STREET
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0306112
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt080670
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0225442
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IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086396
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt080670
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0306112
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALLEN MATKINS LECK GAMBLE MALLORY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1JEFFREY PATTERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2GIVINGA FOUNDATION INC
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3DAVID COOKE
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4LA COUNTY SHERIFFS CHILDRENS COLLEG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0865 S FIGUEROA STREET SUITE 2800
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1600 WEST BROADWAY 27TH FLOOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2396 WASHINGTON ST STE 307
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt33 EMBARCADERO CENTER STE 1200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4515 S FIGUEROA ST STE 700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN DIEGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2WELLESLEY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4LOS ANGELES
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd490071
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt35149
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt430000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES & SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTERED AGENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12042
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LA COUNTY SHERIFFS CHILDRENS COLLEG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0515 S FIGUEROA ST STE 700
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LOS ANGELES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090071
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt050
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/CHAIR/DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02136225555
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLEN MATKINS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0854072463
ReturnHeader/Filer/InCareOfNm0% ELIAS CERVANTES
ReturnHeader/Filer/PhoneNum02136225555
ReturnHeader/Filer/USAddress/AddressLine1Txt0865 S FIGUEROA STREET SUITE 2800
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011444 W OLYMPIC BLVD 11TH FLR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03105661900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACY YAMANISHI
ReturnHeader/ReturnTs02024-05-15T11:31:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PATTERSON
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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