Civic Intelligence

Sallys Fund Inc.

990 • Fiscal year 2019 • EIN 33-0172731

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 01, 2020

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$9,218

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-2.3%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$852,561

Up $252,684 (+42%) from 2016

Net Assets

Up

$851,254

Up $254,970 (+43%) from 2016

Liabilities

Down

$1,307

Down $2,286 (-64%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin75th percentile

Revenue

Up

$261,990

Up $68,368 (+35%) from 2016

Expenses

Up

$212,790

Up $14,362 (+7.2%) from 2016

Net Income

Up

$49,200

Up $54,006 (+1124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th 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 2019: $852,561Liabilities 2019: $1,307Net Assets 2019: $851,2542019Assets 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

2019

Assets$852,561
Liabilities$1,307
Net Assets$851,254
Open 2019 Filing

Operations Trend

Revenue Growth36th 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 2019: $261,990Expenses 2019: $212,790Net Income 2019: $49,2002019Revenue 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

2019

Revenue$261,990
Expenses$212,790
Net Income$49,200
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 1, 2020
Return Version
2019v5.0
Gross Receipts
$266,786
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$802,054$851,254▲ $49,200
Savings and Temporary Cash Investments$702,502$746,972▲ $44,470
Cash and Non-Interest-Bearing Accounts$81,523$91,158▲ $9,635
Land, Buildings, and Equipment, Net$20,349$14,431▼ $5,918
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$804,374$852,561▲ $48,187
Other Assets Total-$0-
Liabilities
Other Liabilities$2,320$1,307▼ $1,013
Total Liabilities$2,320$1,307▼ $1,013
Net Assets / Fund Balance
Total Net Assets Fund Balance$802,054$851,254▲ $49,200
Total Liabilities and Net Assets / Fund Balance$804,374$852,561▲ $48,187

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,431$13,782$28,213
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth GappDirectorPT$9,218$9,218

Board Members and Trustees

NameTitle
Walter Von GrempChairman
Eric JessenPresident
Bonnie DruryVice President
Jim Von GrempDirector
Johann JonasDirector
Chris JenkinsAdvisor
Stephanie MeyerAdvisor
Johanna EllisSecretary
Ann Von GrempTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$189,611
Program Service Revenue
$0
Investment Income
$44,470
Other Revenue
$27,909
All Other Contributions
$62,309
Change in Net Assets
$49,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$119,060
Other Expenses$93,730
Total Fundraising Expense$1,528
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,766--$99,766
Insurance$18,469$8,691-$27,160
Payroll Taxes$9,818$128$128$10,074
Current Officers, Directors, Trustees, and Key Employees$6,454$1,383$1,383$9,220
Depreciation Depletion$8,695--$8,695
Fees for Services Accounting-$3,335-$3,335
All Other Expenses$421$2,416-$2,837
Advertising$2,000--$2,000
Office Expenses-$1,391-$1,391
Other Expenses$1,277$17$17$1,311
Interest-$201-$201
Total Functional Expenses$193,700$17,562$1,528$212,790
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,705
Fundraising Direct Expenses$4,796
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$32,705$32,705$4,796$27,909
Total Events$32,705$32,705$4,796$27,909
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
Credit Cards Payable$1,307
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, 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 other 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
2020-07-01
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
20

Preparer

Firm
Alvarez & Company LLP
Address
301 Forest Ave, Laguna Beach, CA 92651-2115
Preparer
Gail Schickling CPA
Phone
9494973371
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IRS990/OtherExpensesGrp/TotalAmt31311
IRS990/OtherLiabilitiesGrp/BOYAmt02320
IRS990/OtherLiabilitiesGrp/EOYAmt01307
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099766
IRS990/OtherSalariesAndWagesGrp/TotalAmt099766
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0128
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0128
IRS990/PayrollTaxesGrp/ProgramServicesAmt09818
IRS990/PayrollTaxesGrp/TotalAmt010074
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0172197
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt069810
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt070917
IRS990/PYOtherRevenueAmt026104
IRS990/PYRevenuesLessExpensesAmt039177
IRS990/PYSalariesCompEmpBnftPaidAmt0158017
IRS990/PYTotalExpensesAmt0228934
IRS990/PYTotalRevenueAmt0268111
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt049200
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0702502
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0746972
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt057186
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0162186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0189611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0173697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0272463
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0164186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0183390
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0983347
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt025268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt022727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt020013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017490
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017998
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0103496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt025268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022727
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt020013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt017490
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017998
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0103496
IRS990ScheduleA/InvestmentIncomeCYPct00.09520
IRS990ScheduleA/InvestmentIncomePYPct00.09720
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.75550
IRS990ScheduleA/PublicSupportPY509Pct00.56080
IRS990ScheduleA/PublicSupportTotal509Amt0821161
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt065000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt057186
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0162186
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0189611
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0173697
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0272463
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0164186
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0183390
IRS990ScheduleA/Total509Grp/TotalAmt0983347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0214879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0196424
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0292476
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0181676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0201388
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01086843
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/BookValueAmt014431
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013782
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028213
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01307
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014431
IRS990ScheduleD/TotalLiabilityAmt01307
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04796
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032705
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032705
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027909
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04796
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04796
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW BY ENTIRE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL REVIEW BY COMPENSATION COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER 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

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$852,561
Liabilities
$1,307
Net assets
$851,254
Revenue
$261,990
Expenses
$212,790
Net income
$49,200
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
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.26$0.21$0.05
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