Civic Intelligence

Sallys Fund Inc.

990 • Fiscal year 2016 • EIN 33-0172731

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 29, 2017

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

34th percentile

-2.5%

Higher net margin than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

40th percentile

-0.8%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-14%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$599,877

Down $5,004 (-0.8%) from 2015

Net Assets

Down

$596,284

Down $4,803 (-0.8%) from 2015

Liabilities

Down

$3,593

Down $201 (-5.3%) from 2015

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin34th percentile

Revenue

Down

$193,622

Down $30,666 (-14%) from 2015

Expenses

Down

$198,428

Down $2,237 (-1.1%) from 2015

Net Income

Down

-$4,806

Down $28,429 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2016

Assets$599,877
Liabilities$3,593
Net Assets$596,284
Open 2016 Filing

Operations Trend

Revenue Growth22nd 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

2016

Revenue$193,622
Expenses$198,428
Net Income-$4,806
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 29, 2017
Return Version
2016v3.0
Gross Receipts
$193,622
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$601,087$596,284▼ $4,803
Savings and Temporary Cash Investments$577,865$557,030▼ $20,835
Cash and Non-Interest-Bearing Accounts$27,016$42,847▲ $15,831
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$604,881$599,877▼ $5,004
Other Assets Total-$0-
Liabilities
Other Liabilities$3,794$3,593▼ $201
Total Liabilities$3,794$3,593▼ $201
Net Assets / Fund Balance
Total Net Assets Fund Balance$601,087$596,284▼ $4,803
Total Liabilities and Net Assets / Fund Balance$604,881$599,877▼ $5,004
Compensation and Service Providers
Top Officer Pay49th 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
$164,186
Program Service Revenue
$0
Investment Income
$29,436
Other Revenue
$0
All Other Contributions
$56,686
Change in Net Assets
$-4,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$146,135
Other Expenses$52,293
Total Fundraising Expense$22,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$90,000$19,030$19,029$128,059
Insurance$15,402$7,312-$22,714
Payroll Taxes$8,000$1,588$1,588$11,176
Other Employee Benefits$6,900--$6,900
All Other Expenses$4,143$2,352-$6,495
Fees for Services Accounting-$3,390-$3,390
Other Expenses$3,531-$1,844$1,844
Total Functional Expenses$142,295$33,672$22,461$198,428
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$3,593
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
2017-06-29
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
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“ROUNDING = $3”

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IRS990/PayrollTaxesGrp/ProgramServicesAmt08000
IRS990/PayrollTaxesGrp/TotalAmt011176
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0183390
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040898
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt053547
IRS990/PYRevenuesLessExpensesAmt023623
IRS990/PYSalariesCompEmpBnftPaidAmt0147118
IRS990/PYTotalExpensesAmt0200665
IRS990/PYTotalRevenueAmt0224288
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4806
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0577865
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0557030
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0164186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0183390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0138184
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0146152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0775559
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017490
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017998
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt022723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017538
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013030
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt088779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017490
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt022723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017538
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt088779
IRS990ScheduleA/InvestmentIncomeCYPct00.10270
IRS990ScheduleA/InvestmentIncomePYPct00.10540
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.89730
IRS990ScheduleA/PublicSupportPY509Pct00.89460
IRS990ScheduleA/PublicSupportTotal509Amt0775559
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0164186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0183390
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0138184
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0146152
IRS990ScheduleA/Total509Grp/TotalAmt0775559
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0181676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0201388
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0155722
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0159182
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0864338
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/OtherLiabilitiesOrgGrp/Amt03593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt03593
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/ExplanationTxt3ROUNDING = $3
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0604881
IRS990/TotalAssetsEOYAmt0599877
IRS990/TotalAssetsGrp/BOYAmt0604881
IRS990/TotalAssetsGrp/EOYAmt0599877
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0164186
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022461
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142295
IRS990/TotalFunctionalExpensesGrp/TotalAmt0198428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03794
IRS990/TotalLiabilitiesEOYAmt03593
IRS990/TotalLiabilitiesGrp/BOYAmt03794
IRS990/TotalLiabilitiesGrp/EOYAmt03593

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$599,877
Liabilities
$3,593
Net assets
$596,284
Revenue
$193,622
Expenses
$198,428
Net income
-$4,806
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
2016Detailed filing. Detailed filing data is available for this year.$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