THE GATHERING

EIN: 752726170 501(c)(3) Arts, Culture & Humanities

SAN MATEO, CA

Total Revenue
$1,812,542
Total Expenses
$1,780,751
Total Assets
$1,585,864
Net Assets
$1,569,585
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
TX
Principal Officer
JOSH KWAN
Phone
6503088024
Tax Period
2023-01-01 to 2023-12-31

THE GATHERING, founded in 1997, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE GATHERING IS A COMMUNITY OF GIVERS WHO SEEK TO GROW IN OUR EFFECTIVENESS AS PHILANTHROPISTS, IN THE LEADERSHIP OF OUR FAMILIES, AND IN THE MATURITY OF OUR 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $667,845
Program Service Revenue $1,083,908
Investment Income $51,416
Other Revenue $9,373
TOTAL REVENUE $1,812,542

Expense Breakdown

Grants Paid $0
Salaries & Benefits $307,431
Fundraising Expenses $0
Program Expenses $1,693,405
Other Expenses $1,473,320
TOTAL EXPENSES $1,780,751

Year-over-Year Comparison

2023 2022 Change
Revenue $1,812,542 $1,560,164 +0.2%
Expenses $1,780,751 $1,366,636 +0.3%
Net Income $31,791 $193,528 -0.8%
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

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Governance

Voting Members
15
Independent Members
15
Employees
2
Volunteers
30

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
4
$170,000
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSH KWAN EXECUTIVE DI 40.00
Officer
$170,000 $0 $170,000
BOB CALDWELL FORMER CHAIR 3.00
Officer Director
$0 $0 $0
SARAH CALDWELL BOARD MEMBER 3.00
Director
$0 $0 $0
LEISLE CHUNG BOARD MEMBER 3.00
Director
$0 $0 $0
VINH CHUNG PRESIDENT 3.00
Director
$0 $0 $0
JOAN CONN SECRETARY 3.00
Officer Director
$0 $0 $0
RAY CONN BOARD MEMBER 3.00
Director
$0 $0 $0
MARC DANIEL BOARD MEMBER 3.00
Director
$0 $0 $0
SUZANNE DANIEL BOARD MEMBER 3.00
Director
$0 $0 $0
KAREN HENDRICKS BOARD MEMBER 3.00
Director
$0 $0 $0
TODD HENDRICKS BOARD MEMBER 3.00
Director
$0 $0 $0
TODD PETERSON BOARD MEMBER 3.00
Director
$0 $0 $0
SALIME WEATHERFORD BOARD MEMBER 3.00
Director
$0 $0 $0
SAM WEATHERFROD BOARD MEMBER 3.00
Director
$0 $0 $0
SUSAN PETERSON TREASURER 3.00
Officer
$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
2024 No data No data No data No data
2023 $1,812,542 $1,780,751 $1,585,864 $31,791
2022 $1,560,164 $1,366,636 $1,529,349 $193,528
2021 $1,203,632 $1,119,801 $1,505,270 $83,831
2020 $325,039 $660,955 $1,429,149 $-335,916
2019 $1,092,161 $1,277,537 $1,726,470 $-185,376
2018 $1,464,659 $1,117,035 $1,891,808 $347,624
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