Nonprofit · EIN 75-2726170
THE GATHERING
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,779,637 | $1,665,876 | $113,761 | $1,810,080 | $91,801 | $1,718,279 |
| December 31, 2023 | 990 | $1,812,542 | $1,780,751 | $31,791 | $1,585,864 | $16,279 | $1,569,585 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $451,695
- Program service revenue
- $1,248,568
- Investment income
- $76,233
- Other revenue
- $3,141
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $200,625
- Other salaries and wages
- $89,000
- Salaries, compensation and benefits (total)
- $363,986
- Professional fundraising fees
- $0
- Occupancy
- $3,600
- Program services (functional)
- $1,566,832
- Management and general (functional)
- $99,044
Balance sheet and other
- Total assets, start of year
- $1,585,864
- Total assets, end of year
- $1,810,080
- Total liabilities, end of year
- $91,801
- Net assets, end of year
- $1,718,279
- Publicly traded securities
- $1,200,501
- Net assets without donor restrictions
- $1,718,279
- Gross receipts
- $1,779,637
- Employees
- 2
- Year formed
- 1997
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH KWAN | CEO Officer | 40 | $200,625 |
| LEISLE CHUNG | BOARD MEMBER Trustee or director | 3 | $0 |
| VINH CHUNG | BOARD CHAIR Trustee or director, Officer | 3 | $0 |
| JOAN CONN | BOARD MEMBER Trustee or director | 3 | $0 |
| RAY CONN | BOARD MEMBER Trustee or director | 3 | $0 |
| MARC DANIEL | BOARD MEMBER Trustee or director | 3 | $0 |
| SUZANNE DANIEL | BOARD MEMBER Trustee or director | 3 | $0 |
| ERIC DUDLEY | BOARD MEMBER Trustee or director | 3 | $0 |
| MICHELE DUDLEY | BOARD MEMBER Trustee or director | 3 | $0 |
| KAREN HENDRICKS | BOARD MEMBER Trustee or director | 3 | $0 |
| TODD HENDRICKS | BOARD MEMBER Trustee or director | 3 | $0 |
| SALIME WEATHERFORD | BOARD MEMBER Trustee or director | 3 | $0 |
| SAM WEATHERFORD | SECRETARY Trustee or director, Officer | 3 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSH KWAN | EXECUTIVE DI Officer | 40 | $170,000 |
| BOB CALDWELL | FORMER CHAIR Trustee or director, Officer | 3 | $0 |
| SARAH CALDWELL | BOARD MEMBER Trustee or director | 3 | $0 |
| LEISLE CHUNG | BOARD MEMBER Trustee or director | 3 | $0 |
| VINH CHUNG | PRESIDENT Trustee or director | 3 | $0 |
| JOAN CONN | SECRETARY Trustee or director, Officer | 3 | $0 |
| RAY CONN | BOARD MEMBER Trustee or director | 3 | $0 |
| MARC DANIEL | BOARD MEMBER Trustee or director | 3 | $0 |
| SUZANNE DANIEL | BOARD MEMBER Trustee or director | 3 | $0 |
| KAREN HENDRICKS | BOARD MEMBER Trustee or director | 3 | $0 |
| TODD HENDRICKS | BOARD MEMBER Trustee or director | 3 | $0 |
| TODD PETERSON | BOARD MEMBER Trustee or director | 3 | $0 |
| SALIME WEATHERFORD | BOARD MEMBER Trustee or director | 3 | $0 |
| SAM WEATHERFROD | BOARD MEMBER Trustee or director | 3 | $0 |
| SUSAN PETERSON | TREASURER Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 15 N ELLSWORTH AVE STE 220, SAN MATEO, CA 94401-3188
- In care of
- % WILLIAM F SMITH
- Principal officer (990 for 2024)
- JOSH KWAN, 15 N ELLSWORTH AVE SUITE 220, SAN MATEO, CA 94401
- Signed the 990
- JOSH KWAN, CEO
- Phone
- (650) 308-8024
- Website
- WWW.THEGATHERING.COM
- Return prepared by
- MARSOCCI APPLEBY AND COMPANY PA
California records
California keeps its own records of charities and corporations. Search them by EIN 75-2726170 or by the name THE GATHERING.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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.Expenses $1,566,832 · revenue $1,248,568
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2726170
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $1,810,080
- Income (IRS master file)
- $1,779,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,779,637 | $1,665,876 | $1,810,080 | XML |
| 990 | December 2023 | $1,812,542 | $1,780,751 | $1,585,864 | XML |
| 990 | December 2022 | $1,560,164 | $1,366,636 | $1,529,349 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2726170).
Questions about THE GATHERING
- What is the EIN of THE GATHERING?
- The employer identification number (EIN) of THE GATHERING is 75-2726170.
- Is THE GATHERING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE GATHERING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE GATHERING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE GATHERING due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE GATHERING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE GATHERING?
- The 990 for the year ended December 31, 2024 names JOSH KWAN.
- Who are the officers and directors of THE GATHERING?
- The 990 for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $200,625 (JOSH KWAN, CEO).
- How much revenue does THE GATHERING have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,779,637, expenses of $1,665,876 and total assets of $1,810,080 at year end.
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All nonprofits in SAN MATEO · California · Arts, culture and humanities