Civic Intelligence

Pata Foundation Inc

EIN 94-2955325 • 501(c)3 • San Francisco, CA

Profile

Pata foundation, inc is a not-for-profit entity organized to further educataional & training programs for the development and maintenance of tourism in the member countries of the pacific asia travel association.

50 California St Suite 2750San Francisco, CA 94111

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.09x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

2.84x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

16th percentile

-39%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

59th percentile

2.5%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$214,723

Up $5,315 (+2.5%) from 2023

Liabilities

Up

$19,767

Up $3,703 (+23%) from 2023

Net Assets

Up

$194,956

Up $1,612 (+0.8%) from 2023

Revenue

Down

$6,961

Down $825 (-11%) from 2023

Expenses

Up

$9,646

Up $2,751 (+40%) from 2023

Net Income

Down

-$2,685

Down $3,576 (-401%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $376,243Liabilities 2011: $3,800Net Assets 2011: $372,4432011Assets 2012: $353,775Liabilities 2012: $27,677Net Assets 2012: $326,0982012Assets 2013: $273,384Liabilities 2013: $64,113Net Assets 2013: $209,2712013Assets 2014: $195,655Liabilities 2014: $48,550Net Assets 2014: $147,1052014Assets 2015: $489,878Liabilities 2015: $35,640Net Assets 2015: $454,2382015Assets 2016: $439,497Liabilities 2016: $34,600Net Assets 2016: $404,8972016Assets 2017: $380,099Liabilities 2017: $9,821Net Assets 2017: $370,2782017Assets 2018: $360,690Liabilities 2018: $11,673Net Assets 2018: $349,0172018Assets 2019: $301,011Liabilities 2019: $8,800Net Assets 2019: $292,2112019Assets 2020: $265,274Liabilities 2020: $7,069Net Assets 2020: $258,2052020Assets 2021: $217,959Liabilities 2021: $5,522Net Assets 2021: $212,4372021Assets 2022: $201,937Liabilities 2022: $9,484Net Assets 2022: $192,4532022Assets 2023: $209,408Liabilities 2023: $16,064Net Assets 2023: $193,3442023Assets 2024: $214,723Liabilities 2024: $19,767Net Assets 2024: $194,9562024

Highlighted filing

2024

Assets$214,723
Liabilities$19,767
Net Assets$194,956

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $71,9822011Expenses 2012: $67,6772012Revenue 2013: $40,457Expenses 2013: $157,284Net Income 2013: -$116,8272013Revenue 2014: $20,402Expenses 2014: $82,568Net Income 2014: -$62,1662014Revenue 2015: $376,438Expenses 2015: $69,305Net Income 2015: $307,1332015Revenue 2016: $16,652Expenses 2016: $65,993Net Income 2016: -$49,3412016Revenue 2017: $13,647Expenses 2017: $48,266Net Income 2017: -$34,6192017Revenue 2018: $9,907Expenses 2018: $31,168Net Income 2018: -$21,2612018Revenue 2019: $15,240Expenses 2019: $72,046Net Income 2019: -$56,8062019Revenue 2020: $9,219Expenses 2020: $43,225Net Income 2020: -$34,0062020Revenue 2021: $1Expenses 2021: $45,769Net Income 2021: -$45,7682021Revenue 2022: $11,219Expenses 2022: $31,203Net Income 2022: -$19,9842022Revenue 2023: $7,786Expenses 2023: $6,895Net Income 2023: $8912023Revenue 2024: $6,961Expenses 2024: $9,646Net Income 2024: -$2,6852024

Highlighted filing

2024

Revenue$6,961
Expenses$9,646
Net Income-$2,685

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.20$1.95$0.07$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.16$1.93$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.09$1.92$0.11$0.31$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.06$2.12$0.00$0.46$0.46
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.07$2.58$0.09$0.43$0.34
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.09$2.92$0.15$0.72$0.57
2018Detailed filing. Detailed filing data is available for this year.$3.61$0.12$3.49$0.10$0.31$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.80$0.10$3.70$0.14$0.48$0.35
2016Detailed filing. Detailed filing data is available for this year.$4.39$0.35$4.05$0.17$0.66$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.90$0.36$4.54$3.76$0.69$3.07
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.49$1.47$0.20$0.83$0.62
2013Detailed filing. Detailed filing data is available for this year.$2.73$0.64$2.09$0.40$1.57$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.28$3.26$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.04$3.72$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$6,961
Mission and Program Overview

Mission

Pata foundation, inc is a not-for-profit entity organized to further educational & training programs for the development & maintenance of tourism in the member countries of the pacific asia travel association.

Pata foundation, inc is a not-for-profit entity organized to further educataional & training programs for the development and maintenance of tourism in the member countries of the pacific asia travel association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$192,012$190,485▼ $1,527
Cash and Non-Interest-Bearing Accounts$14,453$24,175▲ $9,722
Pledges and Grants Receivable$2,943$63▼ $2,880
Total Assets$209,408$214,723▲ $5,315
Liabilities
Accounts Payable and Accrued Expenses$16,064$19,767▲ $3,703
Total Liabilities$16,064$19,767▲ $3,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$193,344$194,956▲ $1,612
Total Net Assets Fund Balance$193,344$194,956▲ $1,612
Total Liabilities and Net Assets / Fund Balance$209,408$214,723▲ $5,315
Compensation and Service Providers

Board Members and Trustees

NameTitle
Luzi MatzigChairman
Andrew JonesVice Chairman
Hiran CoorayBoard Member
Phornsiri ManoharnBoard Member
Simon LloydBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,625
Program Service Revenue
$0
Investment Income
$3,036
Other Revenue
$2,300
All Other Contributions
$1,625
Change in Net Assets
$-2,685

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,961
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,297
Total Revenue per Audited Statements
$11,258
Total Revenue per Form 990
$6,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,646
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$3,950-$3,950
Other Expenses-$312-$312
Total Functional Expenses$0$9,646$0$9,646

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,646
Total Expenses per Audited Statements$9,646
Total Expenses per Form 990$9,646
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Line 11b explanation - the board of trustees shall have the responsibility for reviewing the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. Once the draft of the form 990 has been completed it is forwarded to the board of trustees for their review. In conducting their review of the draft of the form 990. It is preferred that the board of trustees shall conduct a top-level or big-picture type of review. However, if the board of trustees desires or deems it necessary to conduct a more detailed review of the form 990, then they should contact the preparer of the form 990 to request copies of the relevant detailed tax return workpapers which they would like to see. Once the board of trustees has completed its initial review of the form 990, a meeting or conference call, if deemed necessary, will be scheduled with the preparer of the form 990 (regardless of whether the form 990 is externally 0r internally prepared) to discuss any questions, comments, and suggested revisions identified by the board of trustees. The preparer of the form 990 should make any revisions to the form 990 as soon as feasibly possible to ensure that the form 990 is filed with the internal revenue service on a timely basis. All questions, comments and suggested revisions set forth by the board of trustees should be documented, along with any responses from the preparer for the form 990, if applicable. After the form 990 has been reviewed by the board of trustees and filed with the internal revenue service, the board of trustees will maek a presentation at their next meeting to update the full board regarding its review of the form 990. At this meeting with the full board of trustees, it is not required for the board of trustees to review all of their questions, comments, and suggested revisions; a summary of their more important points will be sufficient.

Form 990, Part VI, Section B, Line 12C

Board of trustees will fill out the "annual conflict disclosure questionnaire". These questionnaires will be reviewed by the chairman of the board who will determine appropriate action if a conflict of interest is identified.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pata Foundation Inc
EIN
94-2955325
Phone
4152910330
Address
50 CALIFORNIA ST SUITE 2750, SAN FRANCISCO, CA 94111

Signing Officer

Name
Pairoj Kiatthunsamai
Title
CFO
Phone
4152910330
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Luzi Matzig
Formed
1984
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Hutchinson and Bloodgood Llp
Address
550 N BRAND BLVD 14TH FLOOR, GLENDALE, CA 91203
Preparer
Georgette M Green
Phone
8186375000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation has been granted tax-exempt status by the internal revenue service under internal revenue code section 501(c)(3) and state income tax under section 23701(d) of california revenue and taxation code. The foundation follows accounting guidance related to uncertain tax positions and has evaluated its tax positions accordingly. Management believes that all positions taken in the foundation's federal and state exempt organization tax filings are more likely than not to be sustained upon examination. Federal and state tax returns remain subject to examination generally for a period of up to four years after the date of filing.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS BY THE INTERNAL REVENUE SERVICE UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND STATE INCOME TAX UNDER SECTION 23701(D) OF CALIFORNIA REVENUE AND TAXATION CODE. THE FOUNDATION FOLLOWS ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS AND HAS EVALUATED ITS TAX POSITIONS ACCORDINGLY. MANAGEMENT BELIEVES THAT ALL POSITIONS TAKEN IN THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX FILINGS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. FEDERAL AND STATE TAX RETURNS REMAIN SUBJECT TO EXAMINATION GENERALLY FOR A PERIOD OF UP TO FOUR YEARS AFTER THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE BOARD OF TRUSTEES SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. ONCE THE DRAFT OF THE FORM 990 HAS BEEN COMPLETED IT IS FORWARDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. IN CONDUCTING THEIR REVIEW OF THE DRAFT OF THE FORM 990. IT IS PREFERRED THAT THE BOARD OF TRUSTEES SHALL CONDUCT A TOP-LEVEL OR BIG-PICTURE TYPE OF REVIEW. HOWEVER, IF THE BOARD OF TRUSTEES DESIRES OR DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW OF THE FORM 990, THEN THEY SHOULD CONTACT THE PREPARER OF THE FORM 990 TO REQUEST COPIES OF THE RELEVANT DETAILED TAX RETURN WORKPAPERS WHICH THEY WOULD LIKE TO SEE. ONCE THE BOARD OF TRUSTEES HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL, IF DEEMED NECESSARY, WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990 (REGARDLESS OF WHETHER THE FORM 990 IS EXTERNALLY 0R INTERNALLY PREPARED) TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE BOARD OF TRUSTEES. THE PREPARER OF THE FORM 990 SHOULD MAKE ANY REVISIONS TO THE FORM 990 AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. ALL QUESTIONS, COMMENTS AND SUGGESTED REVISIONS SET FORTH BY THE BOARD OF TRUSTEES SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER FOR THE FORM 990, IF APPLICABLE. AFTER THE FORM 990 HAS BEEN REVIEWED BY THE BOARD OF TRUSTEES AND FILED WITH THE INTERNAL REVENUE SERVICE, THE BOARD OF TRUSTEES WILL MAEK A PRESENTATION AT THEIR NEXT MEETING TO UPDATE THE FULL BOARD REGARDING ITS REVIEW OF THE FORM 990. AT THIS MEETING WITH THE FULL BOARD OF TRUSTEES, IT IS NOT REQUIRED FOR THE BOARD OF TRUSTEES TO REVIEW ALL OF THEIR QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS; A SUMMARY OF THEIR MORE IMPORTANT POINTS WILL BE SUFFICIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF TRUSTEES WILL FILL OUT THE "ANNUAL CONFLICT DISCLOSURE QUESTIONNAIRE". THESE QUESTIONNAIRES WILL BE REVIEWED BY THE CHAIRMAN OF THE BOARD WHO WILL DETERMINE APPROPRIATE ACTION IF A CONFLICT OF INTEREST IS IDENTIFIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUTCHINSON AND BLOODGOOD LLP
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGETTE M GREEN
ReturnHeader/ReturnTs02025-11-14T12:10:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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