Tao Fellowship

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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

1998

Legal Domicile

Principal Officer

Kyung Run Kim

Phone

9282043386

Tax Period

2024-01-01 to 2024-12-31

Tao Fellowship, founded in 1998, is a community nonprofit in the Religion sector that reported $4.4M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $18.7M represent 51 months of operating reserves.

Mission

Love Humanity, Love the Earth. In pursuing this mission, dedicated to inspiring healing, transformation, and spiritual growth through Taoist-based programs that foster harmony of mind, body, and spirit, and deepen connection with nature through educational retreats and community initiatives.

Program Service Accomplishments

Program 1

Expenses: $2,559,291 Revenue: $1,847,240

The training programs educate individuals in the principles and spiritual practices of Taoism through retreats and intensive courses. These programs include spiritual direction, healing, meditation, and the study of ancient scriptures to support personal transformation and holistic growth, providing guidance for applying these teachings in daily life and within their home and community environments.

Program 2

Expenses: $104,132 Revenue: $132,109

Leadership trainings teach Tao-based healing, Qigong, and meditation techniques, cultivating the skills and mindset needed to become compassionate and capable leaders who embody Tao principles in...

Leadership trainings teach Tao-based healing, Qigong, and meditation techniques, cultivating the skills and mindset needed to become compassionate and capable leaders who embody Tao principles in daily life and community service.

Program 3

Expenses: $1,481,158 Revenue: $1,523,716

To maximize the use of its facilities, the organization allows other groups in the yoga and spiritual communities to hold their workshops, retreats, and trainings at the retreat center. While these programs are independently organized, Tao instructors occasionally offer classes during their stay, allowing participants to naturally experience and learn aspects of the Taoist lifestyle.

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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 (2024)

Revenue Breakdown

Contributions & Grants $453,617

Program Service Revenue $3,534,686

Investment Income $178,219

Other Revenue $210,142

TOTAL REVENUE $4,376,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,764,276

Fundraising Expenses $54,047

Program Expenses $4,267,292

Other Expenses $2,983,283

TOTAL EXPENSES $4,747,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,376,664	$4,771,051	-0.1%
Expenses	$4,747,559	$4,710,281	+0.0%
Net Income	$-370,895	$60,770	-7.1%

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

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

Total Directors

$47,571

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kyung Run Kim	Director, President	2.00	Director	$3,500	$0	$3,500
Min Jung Kim	Secretary & Treasurer	30.00	Director	$44,071	$0	$44,071
Eun Mi Lee	Director	0.00	Director	$0	$0	$0
Jung Eun Son	Director	0.00	Director	$0	$0	$0
Jae Ok Kim	Director	0.00	Director	$0	$0	$0
Seung Heun Lee	Director	1.00	Director	$0	$0	$0
Joung Han Lee	Director	0.00	Director	$0	$0	$0
Joung Won Lee	Director	0.00	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
2024	$4,376,664	$4,747,559	$19,404,073	$-370,895
2023	$4,771,051	$4,710,281	$19,607,283	$60,770
2022	$4,700,014	$4,831,196	$19,682,216	$-131,182
2021	$4,476,148	$3,889,126	$19,894,399	$587,022
2020	$2,706,388	$3,482,080	$19,067,372	$-775,692