Civic Intelligence

Sallys Fund Inc.

990 • Fiscal year 2014 • EIN 33-0172731

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 09, 2014

Organization ProfileSALLYSFUND.ORG
PO Box 1626Laguna Beach, CA 92652

(949) 494-7261

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

22nd percentile

-8.9%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

31st percentile

-2.9%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

28th percentile

-6.0%

Faster revenue growth than 28% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$577,464

Down $16,984 (-2.9%) from 2013

Net Assets

Down

$577,464

Down $16,984 (-2.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin22nd percentile

Revenue

Down

$190,157

Down $12,087 (-6.0%) from 2013

Expenses

Up

$207,141

Up $26,312 (+15%) from 2013

Net Income

Down

-$16,984

Down $38,399 (-179%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2014

Assets$577,464
Liabilities$0
Net Assets$577,464
Open 2014 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$190,157
Expenses$207,141
Net Income-$16,984
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 9, 2014
Return Version
2014v5.0
Gross Receipts
$190,157
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
Cap Stk Tr Prin Current Funds$594,448$577,464▼ $16,984
Savings and Temporary Cash Investments$552,733$551,537▼ $1,196
Cash and Non-Interest-Bearing Accounts$41,715$25,927▼ $15,788
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$594,448$577,464▼ $16,984
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,448$577,464▼ $16,984
Total Liabilities and Net Assets / Fund Balance$594,448$577,464▼ $16,984
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Eric JessenPresident
Dotti LagunaVice President
Dorothy BendettiDirector
Elizabeth GappDirector
Heidi ShurtleffDirector
Sue JacobsDirector
Walter Von GrempDirector
Marty HoffmanExecutive Director
Johann JonasSecretary
Ann Von GrempTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$143,647
Program Service Revenue
$0
Investment Income
$46,510
Other Revenue
$0
All Other Contributions
$65,647
Change in Net Assets
$-16,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$147,138
Other Expenses$60,003
Total Fundraising Expense$26,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,000$21,425$21,425$132,850
Insurance$8,400$7,312-$15,712
Payroll Taxes$8,000$1,344$1,344$10,688
All Other Expenses$2,851$1,516$1,186$5,553
Fees for Services Accounting-$3,620-$3,620
Other Employee Benefits$3,600--$3,600
Other Expenses$1,380-$2,814$1,380
Total Functional Expenses$145,155$35,217$26,769$207,141
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
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“Review by entire board of directors”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Annual review by compensation committee”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2014-08-09
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
4
Employees
4
Volunteers
20

Preparer

Firm
Robert L Gamez CPA
Address
920 Glenneyre St Suite D, Laguna Beach, CA 92651
Preparer
Robert L Gamez CPA
Phone
9494941034
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IRS990/PYContributionsGrantsAmt0138184
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt042051
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt040715
IRS990/PYOtherRevenueAmt022009
IRS990/PYRevenuesLessExpensesAmt021415
IRS990/PYSalariesCompEmpBnftPaidAmt0140114
IRS990/PYTotalExpensesAmt0180829
IRS990/PYTotalRevenueAmt0202244
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-16984
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0552733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0551537
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0143647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0146152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0134553
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163517
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0726053
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt022723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016625
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt012541
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt082457
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt022723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016625
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt012541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt082457
IRS990ScheduleA/InvestmentIncomeCYPct00.10200
IRS990ScheduleA/InvestmentIncomePYPct00.08960
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89800
IRS990ScheduleA/PublicSupportPY509Pct00.91040
IRS990ScheduleA/PublicSupportTotal509Amt0726053
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0143647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0146152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0134553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0163517
IRS990ScheduleA/Total509Grp/TotalAmt0726053
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0166370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0155722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0159182
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0151178
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0176058
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0808510
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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0594448
IRS990/TotalAssetsEOYAmt0577464
IRS990/TotalAssetsGrp/BOYAmt0594448
IRS990/TotalAssetsGrp/EOYAmt0577464
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0143647
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt026769
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035217
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0145155
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207141
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0594448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0577464
IRS990/TotalProgramServiceExpensesAmt0145155
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022723
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023787
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0190157
IRS990/TotalVolunteersCnt020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$577,464
Liabilities
$0
Net assets
$577,464
Revenue
$190,157
Expenses
$207,141
Net income
-$16,984
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