Civic Intelligence

Tri Valley Wholeness Project Inc.

990EZ • Fiscal year 2022 • EIN 82-3255603

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 24, 2023

Organization Profilewww.twpfund.org
7790 Bernal AvePleasanton, CA 94588

(925) 872-0624

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-265%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

85th percentile

55%

Faster asset growth than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$165,743

Up $58,593 (+55%) from 2021

Net Assets

Up

$165,538

Up $58,785 (+55%) from 2021

Liabilities

Down

$205

Down $192 (-48%) from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin3rd percentile

Revenue

Down

$12,130

Down $107,903 (-90%) from 2021

Expenses

Down

$44,242

Down $89,942 (-67%) from 2021

Net Income

Down

-$32,112

Down $17,961 (-127%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2018: $300,102Liabilities 2018: $0Net Assets 2018: $300,1022018Assets 2019: $194,954Liabilities 2019: $3,246Net Assets 2019: $191,7082019Assets 2020: $50,193Liabilities 2020: $163Net Assets 2020: $50,0302020Assets 2021: $107,150Liabilities 2021: $397Net Assets 2021: $106,7532021Assets 2022: $165,743Liabilities 2022: $205Net Assets 2022: $165,5382022Assets 2024: $186,192Net Assets 2024: $186,1922024

Highlighted filing

2022

Assets$165,743
Liabilities$205
Net Assets$165,538
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2018: $300,350Expenses 2018: $248Net Income 2018: $300,1022018Revenue 2019: $4,625Expenses 2019: $113,019Net Income 2019: -$108,3942019Revenue 2020: $17,954Expenses 2020: $124,144Net Income 2020: -$106,1902020Revenue 2021: $120,033Expenses 2021: $134,184Net Income 2021: -$14,1512021Revenue 2022: $12,130Expenses 2022: $44,242Net Income 2022: -$32,1122022Revenue 2024: $167,457Expenses 2024: $26,084Net Income 2024: $141,3732024

Highlighted filing

2022

Revenue$12,130
Expenses$44,242
Net Income-$32,112
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 24, 2023
Return Version
2022v5.0
Gross Receipts
$12,130
Mission and Program Overview

Mission

Tri-valley wholeness project (twp) is a young non-profit 501 (c) (3) established injune 2018 by business owners seeing the need to address individuals(pre-homeless) onthe verge of being homeless within the tri-valley area. In many cases homelessnessis not an overnight process- it's a gradual deterioration of a person's ability towork and/or function within society. Twp has established a mission to provideoutreach programs to intercede homelessness by identifying and engaging pre-homelessindividuals and direct them based on their qualifications/needs to existing businessprograms and charity organizations. Our method of engaging the pre-homeless will bethrough the delivery of "care-packages"

Program Services

DescriptionGrantsExpenses
TWP HAS ESTABLISHED A MISSION TO PROVIDE OUTREACH PROGRAMS TO INTERCEDE HOMELESSNESS BY IDENTIFYING AND ENGAGING PRE-HOMELESSINDIVIDUALS AND DIRECT THEM BASED ON THEIR QUALIFICATIONS/NEEDS TO EXISTING BUSINESS PROGRAMS AND CHARITY ORGANIZATIONS. OUR METHOD OF ENGAGING THE PRE-HOMELESS WILL BE THROUGH THE DELIVERY OF "CARE-PACKAGES"$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sidney AhnCief Executive OfficerPT$0--
Joanna AhnSecretary, Chief Financial OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Tri Valley Wholeness Project
EIN
82-3255603
Phone
9258720624
Address
7790 Bernal Ave, Pleasanton, CA 94588

Signing Officer

Name
Joanna Ahn
Title
Corporate Secretary
Phone
9258720624
Signed
2023-07-24
Discuss with paid preparer
Yes

Preparer

Firm
Adap Tax Financial Inc
Address
4725 1st St Ste 275, Pleasanton, CA 94566
Preparer
Monica Fey CPA
Phone
9252182301
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Meals. Amount: 110. Description: Travel. Amount: 2,754. Description: Computer, Internet, Phone & software. Amount: 301. Description: Insurance. Amount: 1,019. Description: Employee Benefits. Amount: 1,901. Description: Payroll Expense. Amount: 219. Description: Employer Payroll Taxes. Amount: 1,530. Description: Taxes & LIcenses. Amount: 80. Description: Miscellaneous. Amount: 300. Total to Form 990-EZ, line 16: 8,214.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Donated Goods. Beg. of Year Amount: 141. End of Year Amount: 141. Description: Individual Loans. Beg. of Year Amount: 7,757. End of Year Amount: 8,607.”

Form 990-EZ, Part II, Line 26 - Other Liabilities

“Description: Credit Card. Beg. of Year Amount: 397. End of Year Amount: 205.”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRI-VALLEY WHOLENESS PROJECT (TWP) IS A YOUNG NON-PROFIT 501 (C) (3) ESTABLISHED INJUNE 2018 BY BUSINESS OWNERS SEEING THE NEED TO ADDRESS INDIVIDUALS(PRE-HOMELESS) ONTHE VERGE OF BEING HOMELESS WITHIN THE TRI-VALLEY AREA. IN MANY CASES HOMELESSNESSIS NOT AN OVERNIGHT PROCESS- IT'S A GRADUAL DETERIORATION OF A PERSON'S ABILITY TOWORK AND/OR FUNCTION WITHIN SOCIETY. TWP HAS ESTABLISHED A MISSION TO PROVIDEOUTREACH PROGRAMS TO INTERCEDE HOMELESSNESS BY IDENTIFYING AND ENGAGING PRE-HOMELESSINDIVIDUALS AND DIRECT THEM BASED ON THEIR QUALIFICATIONS/NEEDS TO EXISTING BUSINESSPROGRAMS AND CHARITY ORGANIZATIONS. OUR METHOD OF ENGAGING THE PRE-HOMELESS WILL BETHROUGH THE DELIVERY OF "CARE-PACKAGES"
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TWP HAS ESTABLISHED A MISSION TO PROVIDE OUTREACH PROGRAMS TO INTERCEDE HOMELESSNESS BY IDENTIFYING AND ENGAGING PRE-HOMELESSINDIVIDUALS AND DIRECT THEM BASED ON THEIR QUALIFICATIONS/NEEDS TO EXISTING BUSINESS PROGRAMS AND CHARITY ORGANIZATIONS. OUR METHOD OF ENGAGING THE PRE-HOMELESS WILL BE THROUGH THE DELIVERY OF "CARE-PACKAGES"
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PPP Loan - 2020 Amount: $ 14,237. 2021 Amount: $ 14,235. CA Covid Grant - 2021 Amount: $ 5,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Tri Valley Wholness Project, Inc. sold a vehicle in October 2022 for $12,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A Part VI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Meals. Amount: 110. Description: Travel. Amount: 2,754. Description: Computer, Internet, Phone & software. Amount: 301. Description: Insurance. Amount: 1,019. Description: Employee Benefits. Amount: 1,901. Description: Payroll Expense. Amount: 219. Description: Employer Payroll Taxes. Amount: 1,530. Description: Taxes & LIcenses. Amount: 80. Description: Miscellaneous. Amount: 300. Total to Form 990-EZ, line 16: 8,214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Donated Goods. Beg. of Year Amount: 141. End of Year Amount: 141. Description: Individual Loans. Beg. of Year Amount: 7,757. End of Year Amount: 8,607.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
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TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BusinessOfficerGrp/PersonNm0Joanna Ahn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Corporate Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09258720624
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tri Valley Wholeness Project
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0dba TWP Fund
ReturnHeader/Filer/BusinessNameControlTxt0TRIV
ReturnHeader/Filer/EIN0823255603
ReturnHeader/Filer/PhoneNum09258720624
ReturnHeader/Filer/USAddress/AddressLine1Txt07790 Bernal Ave
ReturnHeader/Filer/USAddress/CityNm0Pleasanton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094588
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200976081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adap Tax Financial Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04725 1st St Ste 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09252182301
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monica Fey CPA
ReturnHeader/ReturnTs02023-07-24T19:07:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joanna
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ahn
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,743
Liabilities
$205
Net assets
$165,538
Revenue
$12,130
Expenses
$44,242
Net income
-$32,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.86$1.86$1.67$0.26$1.41
2022Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12$0.44$0.32
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.20$1.34$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.18$1.24$1.06
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.03$1.92$0.05$1.13$1.08
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$3.00$0.00$3.00