Civic Intelligence

Sallys Fund Inc

EIN 33-0172731 • 501(c)3 • Laguna Beach, CA

Profile

The mission of sally's fund is to make it possible for the senior citizens of laguna beach to continue living independently by providing them transportation and other essential services, thereby enhancing the quality and dignity of their lives.

PO Box 1626Laguna Beach, CA 92652

sallysfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-3.0%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$2,189,201

Up $617,704 (+39%) from 2022

Liabilities

Up

$2,078

Up $964 (+87%) from 2022

Net Assets

Up

$2,187,123

Up $616,740 (+39%) from 2022

Operations
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$564,650

Up $73,441 (+15%) from 2022

Expenses

Up

$336,542

Up $59,093 (+21%) from 2022

Net Income

Up

$228,108

Up $14,348 (+6.7%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $576,253Liabilities 2012: $3,220Net Assets 2012: $573,0332012Assets 2013: $594,448Liabilities 2013: $0Net Assets 2013: $594,4482013Assets 2014: $577,464Liabilities 2014: $0Net Assets 2014: $577,4642014Assets 2015: $604,881Liabilities 2015: $3,794Net Assets 2015: $601,0872015Assets 2016: $599,877Liabilities 2016: $3,593Net Assets 2016: $596,2842016Assets 2020: $1,126,199Liabilities 2020: $1,406Net Assets 2020: $1,124,7932020Assets 2021: $1,341,834Liabilities 2021: $2,715Net Assets 2021: $1,339,1192021Assets 2022: $1,571,497Liabilities 2022: $1,114Net Assets 2022: $1,570,3832022Assets 2024: $2,189,201Liabilities 2024: $2,078Net Assets 2024: $2,187,1232024

Highlighted filing

2024

Assets$2,189,201
Liabilities$2,078
Net Assets$2,187,123
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $174,2532012Revenue 2013: $202,244Expenses 2013: $180,829Net Income 2013: $21,4152013Revenue 2014: $190,157Expenses 2014: $207,141Net Income 2014: -$16,9842014Revenue 2015: $224,288Expenses 2015: $200,665Net Income 2015: $23,6232015Revenue 2016: $193,622Expenses 2016: $198,428Net Income 2016: -$4,8062016Revenue 2020: $486,361Expenses 2020: $212,822Net Income 2020: $273,5392020Revenue 2021: $502,768Expenses 2021: $288,442Net Income 2021: $214,3262021Revenue 2022: $491,209Expenses 2022: $277,449Net Income 2022: $213,7602022Revenue 2024: $564,650Expenses 2024: $336,542Net Income 2024: $228,1082024

Highlighted filing

2024

Revenue$564,650
Expenses$336,542
Net Income$228,108
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,189,201
Liabilities
$2,078
Net assets
$2,187,123
Revenue
$564,650
Expenses
$336,542
Net income
$228,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.56$0.34$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$0.49$0.28$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.50$0.29$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.12$0.49$0.21$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.19$0.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.22$0.20$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.19$0.21$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.20$0.18$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.57$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 3, 2025
Return Version
2024v5.1
Gross Receipts
$564,650
Mission and Program Overview

Mission

The mission of sally's fund is to make it possible for the senior citizens of laguna beach to continue living independently by providing them transportation and other essential services, thereby enhancing the quality and dignity of their lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,424,633$1,631,683▲ $207,050
Savings and Temporary Cash Investments-$259,936-
Cash and Non-Interest-Bearing Accounts$419,504$218,035▼ $201,469
Land, Buildings, and Equipment, Net$68,989$41,297▼ $27,692
Pledges and Grants Receivable-$38,250-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,913,127$2,189,201▲ $276,074
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$1,653$2,078▲ $425
Total Liabilities$1,653$2,078▲ $425
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,911,474$2,187,123▲ $275,649
Total Net Assets Fund Balance$1,911,474$2,187,123▲ $275,649
Total Liabilities and Net Assets / Fund Balance$1,913,127$2,189,201▲ $276,074

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,297$80,036$121,333
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Eric JessenPresident
Bonnie DruryVice President
Jim Von GrempBoard Member
Heidi ShurtleffDirector
Johann JonasDirector
Maura ShortDirector
Johanna EllisAsst. Treasurer
Steven ShortTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$397,741
Program Service Revenue
$0
Investment Income
$166,909
Other Revenue
$0
All Other Contributions
$119,260
Change in Net Assets
$228,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$197,262
Other Expenses$139,280
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$181,628--$181,628
Insurance$24,061$11,323-$35,384
Depreciation Depletion---$27,692
Office Expenses-$24,765-$24,765
Payroll Taxes$15,634--$15,634
Fees for Services Accounting-$6,447-$6,447
Advertising$6,000--$6,000
Other Expenses$3,802--$3,802
All Other Expenses$1,127$7,940-$-18,625
Total Functional Expenses$286,067$50,475$0$336,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Review by entire board of directors”

Form 990, Part VI, Section B, Line 15A

“Annual review by compensation committee”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sallys Fund Inc
EIN
33-0172731
Phone
9494947261
Address
PO BOX 1626, LAGUNA BEACH, CA 92652

Signing Officer

Name
Eric Jessen
Title
President
Signed
2025-06-03
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
11

Preparer

Firm
Accudata & Co
Address
301 FOREST AVE, LAGUNA BEACH, CA 92651
Preparer
To Oanh T Nguyen Ea
Phone
9494973371
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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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IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt038250
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0439593
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0111485
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0144809
IRS990/PYOtherRevenueAmt030779
IRS990/PYRevenuesLessExpensesAmt0250901
IRS990/PYSalariesCompEmpBnftPaidAmt0186147
IRS990/PYTotalExpensesAmt0330956
IRS990/PYTotalRevenueAmt0581857
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0228108
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259936
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt016500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0106142
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0139244
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt045000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0351886
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0397737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0391278
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0263268
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0343062
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0377517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01772862
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt029635
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0107171
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt048360
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021753
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0206919
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt029635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0107171
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt048360
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021753
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0206919
IRS990ScheduleA/InvestmentIncomeCYPct00.10450
IRS990ScheduleA/InvestmentIncomePYPct00.12920
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.71770
IRS990ScheduleA/PublicSupportPY509Pct00.66190
IRS990ScheduleA/PublicSupportTotal509Amt01420976
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt016500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0106142
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0139244
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0351886
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0397737
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0391278
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0263268
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0343062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0377517
IRS990ScheduleA/Total509Grp/TotalAmt01772862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0397737
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0420913
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0370439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0391422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0399270
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01979781
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt041297
IRS990ScheduleD/EquipmentGrp/DepreciationAmt080036
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0121333
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041297
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY ENTIRE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW BY COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01913127
IRS990/TotalAssetsEOYAmt02189201
IRS990/TotalAssetsGrp/BOYAmt01913127
IRS990/TotalAssetsGrp/EOYAmt02189201
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0397741
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050475
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286067
IRS990/TotalFunctionalExpensesGrp/TotalAmt0336542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01653
IRS990/TotalLiabilitiesEOYAmt02078
IRS990/TotalLiabilitiesGrp/BOYAmt01653
IRS990/TotalLiabilitiesGrp/EOYAmt02078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01911474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02187123
IRS990/TotalProgramServiceExpensesAmt0286067
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0166909
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0564650
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01913127
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02189201
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1626
IRS990/USAddress/CityNm0LAGUNA BEACH
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926521626
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0SALLYSFUND.ORG

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