JEFF C KWOK AND GLADYS W KWOK FAMI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

JEFF C KWOK

Phone

6508683893

Tax Period

2025-01-01 to 2025-12-31

JEFF C KWOK AND GLADYS W KWOK FAMILY FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $276K in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. Net assets of $4.5M represent 194 months of operating reserves.

Mission

TO ACT AS A SUPPORTING ORGANIZATION UNDER IRS SEC. 509(a)(3) AND REGULATIONS THEREUNDER.

Program Service Accomplishments

Program 1

Expenses: $297,000 Revenue: $276,354

TO SUPPORT THE EFFORTS OF VARIOUS RELIGIOUS ORGANIZATIONS WITH THEIR ONGOING MISSIONS IN SOUTHEAST ASIA, PARTICULARLY IN BURMA, THAILAND, CAMBODIA AND CHINA IN THE SPREADING THE CHRISTIAN FAITH. .

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $70,000

Program Service Revenue $0

Investment Income $206,354

Other Revenue $0

TOTAL REVENUE $276,354

Expense Breakdown

Grants Paid $297,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $297,000

Other Expenses $2,702

TOTAL EXPENSES $299,702

Year-over-Year Comparison

	2025	2024	Change
Revenue	$276,354	$750,958	-0.6%
Expenses	$299,702	$292,527	+0.0%
Net Income	$-23,348	$458,431	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF C KWOK	President & CEO	5.00	Officer Director	$0	$0	$0
GLADYS W KWOK	Secretary	1.00	Officer Director	$0	$0	$0
WILSON T WONG	Director	1.00	Director	$0	$0	$0
REV JAMES LAI	Director	1.00	Director	$0	$0	$0
JACK YUAN	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$276,354	$299,702	$4,471,617	$-23,348
2024	$750,958	$292,527	$4,494,966	$458,431
2023	$397,008	$454,591	$4,036,535	$-57,583
2022	$476,300	$363,260	$4,094,118	$113,040
2021	$511,300	$500,965	$3,981,078	$10,335
2020	$1,925,386	$663,610	$3,970,743	$1,261,776
2019	$501,771	$330,185	$2,708,967	$171,586
2018	$459,473	$298,935	$2,537,381	$160,538

JEFF C KWOK AND GLADYS W KWOK FAMILY FOUNDATION