Civic Intelligence

Sallys Fund Inc.

990 • Fiscal year 2021 • EIN 33-0172731

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 25, 2022

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

22nd percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

67th percentile

19%

Faster asset growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

3.4%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,341,834

Up $215,635 (+19%) from 2020

Net Assets

Up

$1,339,119

Up $214,326 (+19%) from 2020

Liabilities

Up

$2,715

Up $1,309 (+93%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin83rd percentile

Revenue

Up

$502,768

Up $16,407 (+3.4%) from 2020

Expenses

Up

$288,442

Up $75,620 (+36%) from 2020

Net Income

Down

$214,326

Down $59,213 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2021

Assets$1,341,834
Liabilities$2,715
Net Assets$1,339,119
Open 2021 Filing

Operations Trend

Revenue Growth38th 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

2021

Revenue$502,768
Expenses$288,442
Net Income$214,326
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 25, 2022
Return Version
2021v4.0
Gross Receipts
$509,408
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$1,124,793$1,339,119▲ $214,326
Savings and Temporary Cash Investments$930,590$1,129,894▲ $199,304
Cash and Non-Interest-Bearing Accounts$149,901$165,380▲ $15,479
Land, Buildings, and Equipment, Net$45,708$46,560▲ $852
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$1,126,199$1,341,834▲ $215,635
Other Assets Total-$0-
Liabilities
Other Liabilities$1,406$2,715▲ $1,309
Total Liabilities$1,406$2,715▲ $1,309
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,124,793$1,339,119▲ $214,326
Total Liabilities and Net Assets / Fund Balance$1,126,199$1,341,834▲ $215,635

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,560$24,630$71,190
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Eric JessenPresident
Bonnie DruryVice President
Heidi ShurtleffDirector
Jim Von GrempDirector
Johann JonasDirector
Maura ShortDirector
Johanna EllisSecretary
Ann Von GrempTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$343,062
Program Service Revenue
$0
Investment Income
$124,031
Other Revenue
$35,675
All Other Contributions
$100,774
Change in Net Assets
$214,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,351
Salaries, Compensation, and Employee Benefits$136,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$124,497--$124,497
Depreciation Depletion$22,701--$22,701
Insurance$14,734$6,934-$21,668
Office Expenses-$17,620-$17,620
Payroll Taxes$11,594--$11,594
All Other Expenses$4,930$1,325-$6,255
Fees for Services Accounting-$3,370-$3,370
Other Expenses$12,265$2,492-$2,492
Advertising$2,000--$2,000
Total Functional Expenses$256,701$31,741$0$288,442
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,455
Fundraising Direct Expenses$780
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$36,455$36,455$780$35,675
Total Events$36,455$36,455$780$35,675
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$2,714
Rounding$1
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
2022-08-25
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
11

Preparer

Firm
Alvarez & Company LLP
Address
301 Forest Ave, Laguna Beach, CA 92651
Preparer
Gail Schickling CPA
Phone
9494973371
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt045000
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt065000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt057186
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0343062
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0272463
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt025268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt022727
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt020013
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.09240
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt045000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt065000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0272463
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196424
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036455
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036455
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt035675
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0780
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0780
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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
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,341,834
Liabilities
$2,715
Net assets
$1,339,119
Revenue
$502,768
Expenses
$288,442
Net income
$214,326
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
2021Detailed filing. Detailed filing data is available for this year.$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