THE GATHERING

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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

1997

Legal Domicile

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 MISSION OF THE GATHERING IS TO FOSTER A LEARNING COMMUNITY OF PHILANTHROPISTS THAT SERVES INDIVIDUALS AND FAMILIES IN DEFINING AND FULFILLING THEIR VISION FOR CHRISTIAN STEWARDSHIP, DEPLOYING THE RESOURCES ENTRUSTED TO THEIR CARE WITH WISDOM AND EFFECTIVENESS IN LOVING OUR NEIGHBORS AND FOLLOWING THE WAY OF JESUS.

Program Service Accomplishments

Program 1

Expenses: $1,693,405 Revenue: $1,083,908

THE GATHERING HOLDS AN ANNUAL CONFERENCE FOR MORE THAN 400 PEOPLE SPANNING THREE GENERATIONS OF PARTICIPANTS, ALL IN THE INTEREST OF HELPING INDIVIDUALS AND FAMILIES BECOME MORE WISE AND EFFECTIVE IN THE STEWARDSHIP OF THE RESOURCES ENTRUSTED TO THEIR CARE, FROM MONEY AND TIME TO INFLUENCE AND EXPERIENCE. WE HOST AN ARRAY OF EXPERTS TO SHARE THEIR INSIGHTS ON THE CHRISTIAN FAITH, RAISING A FAMILY, PHILANTHROPY, IMPACT INVESTING, BOARD SERVICE, SOCIAL AND SPIRITUAL IMPACT, AS WELL AS KEY ISSUES FACING THE CHRISTIAN CHURCH, NONPROFIT MINISTRIES, AND IMPACT ORGANIZATIONS. THROUGH A MIXTURE OF DESIGNED EXPERIENCES -- INCLUDING LECTURES, PANELS, GROUP DISCUSSIONS, MEALS, MUSIC, AND FIELD TRIPS -- WE AIM TO FORGE DEEPER RELATIONSHIPS AMONG OUR PEERS AND FOSTER A LEARNING COMMUNITY FOR GROWTH AND DEVELOPMENT. OUR GENNEXT PROGRAM ENROLLS MORE THAN 90 CHILDREN BETWEEN THE AGES OF 3 TO 18, RUNNING CONCURRENTLY WITH OUR ANNUAL CONFERENCE. WE HOPE TO BALANCE OUTRAGEOUS FUN WITH EXPOSURE TO THE VIRTUES OF GENEROSITY, FAITHFULNESS, AND LOVE FOR OTHERS. THE GATHERING ALSO HOSTS VIRTUAL EVENTS, IN-PERSON CONVENINGS, PEER GROUPS, AND FIELD TRIPS THROUGHOUT THE YEAR, BOTH DOMESTICALLY AND INTERNATIONALLY. THE GATHERING MAINTAINS AN ACTIVE WEBSITE WITH AN EXTENSIVE VIDEO LIBRARY, AUDIO AND VIDEO PODCASTS, CURRENT EVENTS, NEWS, INTERVIEWS AND ARTICLES OF INTEREST TO OUR COMMUNITY. THE GATHERING ALSO CREATES AND DISTRIBUTES A WEEKLY COLUMN, AND CURATES A SOCIAL MEDIA PROFILE THAT POINTS TO RELEVANT CONTENT FOR OUR AUDIENCE.

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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 (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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$170,000

Total Directors

Key Employees

Highest Compensated

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