Civic Intelligence

Angel Society of Fallbrook

EIN 95-3258567 • 501(c)3 • Fallbrook, CA

Profile

The purpose of the Angel Society of Fallbrook shall be to fund, support and enhance charitable projects and programs of community or social welfare, in but not limited to, the greater Fallbrook area.

PO Box 1408Fallbrook, CA 92088

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

59th percentile

9.0%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

21st percentile

-10%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

2.8%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$757,927

Down $84,718 (-10%) from 2024

Liabilities

Down

$0

Down $113,913 (-100%) from 2024

Net Assets

Up

$757,927

Up $29,195 (+4.0%) from 2024

Revenue

Up

$323,185

Up $8,944 (+2.8%) from 2024

Expenses

Up

$293,990

Up $6,928 (+2.4%) from 2024

Net Income

Up

$29,195

Up $2,016 (+7.4%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $1,146,497Liabilities 2012: $634,449Net Assets 2012: $512,0482012Assets 2013: $1,119,143Liabilities 2013: $596,019Net Assets 2013: $523,1242013Assets 2014: $1,064,128Liabilities 2014: $542,345Net Assets 2014: $521,7832014Assets 2015: $1,023,565Liabilities 2015: $488,813Net Assets 2015: $534,7522015Assets 2016: $987,291Liabilities 2016: $433,385Net Assets 2016: $553,9062016Assets 2017: $950,314Liabilities 2017: $403,302Net Assets 2017: $547,0122017Assets 2018: $928,929Liabilities 2018: $372,502Net Assets 2018: $556,4272018Assets 2019: $878,058Liabilities 2019: $329,571Net Assets 2019: $548,4872019Assets 2020: $832,284Liabilities 2020: $284,057Net Assets 2020: $548,2272020Assets 2021: $820,752Liabilities 2021: $267,479Net Assets 2021: $553,2732021Assets 2022: $863,513Liabilities 2022: $225,571Net Assets 2022: $637,9422022Assets 2023: $872,681Liabilities 2023: $171,128Net Assets 2023: $701,5532023Assets 2024: $842,645Liabilities 2024: $113,913Net Assets 2024: $728,7322024Assets 2025: $757,927Liabilities 2025: $0Net Assets 2025: $757,9272025

Highlighted filing

2025

Assets$757,927
Liabilities$0
Net Assets$757,927

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $124,686Expenses 2012: $134,106Net Income 2012: -$9,4202012Revenue 2013: $136,306Expenses 2013: $131,246Net Income 2013: $5,0602013Revenue 2014: $143,619Expenses 2014: $146,602Net Income 2014: -$2,9832014Revenue 2015: $161,483Expenses 2015: $145,261Net Income 2015: $16,2222015Revenue 2016: $190,256Expenses 2016: $167,068Net Income 2016: $23,1882016Revenue 2017: $184,713Expenses 2017: $189,802Net Income 2017: -$5,0892017Revenue 2018: $215,220Expenses 2018: $202,295Net Income 2018: $12,9252018Revenue 2019: $201,669Expenses 2019: $206,005Net Income 2019: -$4,3362019Revenue 2020: $179,364Expenses 2020: $177,996Net Income 2020: $1,3682020Revenue 2021: $96,000Expenses 2021: $90,954Net Income 2021: $5,0462021Revenue 2022: $234,749Expenses 2022: $149,453Net Income 2022: $85,2962022Revenue 2023: $280,678Expenses 2023: $217,067Net Income 2023: $63,6112023Revenue 2024: $314,241Expenses 2024: $287,062Net Income 2024: $27,1792024Revenue 2025: $323,185Expenses 2025: $293,990Net Income 2025: $29,1952025

Highlighted filing

2025

Revenue$323,185
Expenses$293,990
Net Income$29,195

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.32$0.29$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.11$0.73$0.31$0.29$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.17$0.70$0.28$0.22$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.23$0.64$0.23$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.27$0.55$0.10$0.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.28$0.55$0.18$0.18$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.33$0.55$0.20$0.21$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.37$0.56$0.22$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.40$0.55$0.18$0.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.43$0.55$0.19$0.17$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.49$0.53$0.16$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.06$0.54$0.52$0.14$0.15$0.00
2013Summary only. Only limited summary data is available for this year.$1.12$0.60$0.52$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$1.15$0.63$0.51$0.12$0.13$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.2
Gross Receipts
$434,086
Mission and Program Overview

Mission

The purpose of the Angel Society of Fallbrook shall be to fund, support and enhance charitable projects and programs of community or social welfare, in but not limited to, the greater Fallbrook area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$561,508$558,490▼ $3,018
Savings and Temporary Cash Investments$262,525$152,586▼ $109,939
Cash and Non-Interest-Bearing Accounts$18,610$46,850▲ $28,240
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$842,645$757,927▼ $84,718
Other Assets Total$2$1▼ $1
Liabilities
Unsecured Notes Loans Payable$113,913--
Total Liabilities$113,913$0▼ $113,913
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$728,732$757,927▲ $29,195
Total Net Assets Fund Balance$728,732$757,927▲ $29,195
Total Liabilities and Net Assets / Fund Balance$842,645$757,927▼ $84,718

Asset Categories

AssetBook ValueDepreciationBasis
Land$373,000-$373,000
Leasehold Improvements$44,452$28,779$73,231
Other Land Buildings$730$11,265$11,995
Buildings$140,308$728,571-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gerri AnkermanBld Maint Chair
Kathy GausepohlShop Chairwomen
Kelly BednarskiPresident
Bonnie AmickDirector
Cheryl CliniteDirector
Cheryl PizzoDirector
Christine HawranikDirector
Diane GravlinDirector
Donna CarterDirector
Eve DesboroughDirector
Fiona UrquhartDirector
Fran WhiteDirector
Lorrie ValeronDirector
Lynn AllenDirector
Mah-jhey FishDirector
Marilyn WertzDirector
Meline GianniniDirector
Michelle PollackDirector
Mona CastroDirector
Pat MunyonDirector
Peggy GausepohlDirector
Phyllis MajdickDirector
Shelly KuriDirector
Susan VixDirector
Tami BartholomewDirector
Judy Igoe1st VP
Pat Dales2nd VP
Jennifer Anderson3rd VP
Louise SmallRecording Sec
Heidi ChanceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,976
Program Service Revenue
$17,776
Investment Income
$9,560
Other Revenue
$287,873
All Other Contributions
$7,976
Change in Net Assets
$29,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,450
Other Expenses$24,540
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,450--$227,450
Grants to Domestic Individuals$42,000--$42,000
Insurance-$7,484-$7,484
All Other Expenses-$832-$832
Other Expenses-$341-$341
Advertising-$294-$294
Fees for Services Accounting-$292-$292
Payment Travel Entrtnmnt Publicly Ofcl-$238-$238
Total Functional Expenses$269,450$24,540$0$293,990
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fallbrook Union High SchoolFallbrook, CA-Charitable$25,500
Fallbrook Elementary SchoolsFallbrook, CA-Charitable$18,000
Fallbrook Land ConservancyFallbrook, CA-Charitable$11,500
ReinsFallbrook, CA-Charitable$11,000
Fallbrook Senior Center NtrFallbrook, CA-Senior Services$10,000
North Cty Boys & Girls ClubFallbrook, CA-Charitable$10,000
Foundation for Senior CareFallbrook, CA-Senior Services$9,700
Rotary Club Fallbrook VillageFallbrook, CA-Charitable$8,750
Fallbrook Trails CouncilFallbrook, CA-Charitable$7,500
Union Station Homeless ServicPasadena, CA-Charitable$7,500
Fallbrook Animal SanctuaryFallbrook, CA-Charitable$7,000
Fallbrook Music SocietyVista, CA-Charitable$6,000
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
No
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
No
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

The tax return is presented to the executive board for review before being filed.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Form 990, Part VI, Line 11B - Process to Review Form 990

A select member of the board is assigned to review Form 990 for accuracy and comprehesivness. The 990 is then presented to the Board of Directors for their approval before it is signed by an officer of the organization.

Form 990, Part VI, Line 12C - Enforcement of Conflicts Policy

The parlimentarian (past president) implements conflict of interest policy. She reviews conflict of interest forms signed by directors annually. She monitors the voting process.

Form 990, Part VI, Line 6 - Classes of Members or Stockholders

The Angel Society is governed by 37 members of the Board of Directors who are responsible for the day-to-day operations of the Angel Shop. They are supported by as many as 240 additional members/volunteers who provide financial contributions and donations of merchandise.Members in good standing may work in the Angel Shop which is a thrift store. The store is staffed entirely by volunteers and is stocked totally with donated merchandise.Members may also assist in Angel Society projects on invitation from the Board of Directors in a limited capacity only.

Form 990, Part VI, Line 7A - Election of Members and Their Right

Consideration for membership on the Board requires Angel Society membership for at least one year, time worked in the shop, willingness to actively participate and sponsorship by a current Board Member.The number of new members to be accepted shall by decided at the January board meeting. The membership chairman will have nomination forms avaiable. Nominations for new members are due at the February meeting. Sponsors may speak for their nominee. No names shall by submitted after this time. The membership committee shall present names of all candidates in random order on a ballot given to each board member at the March board meeting. Ballots will be mailed to Board members requesting to vote absentee. Ballots must be received by the membership chairman two weeks before the April meeting when the results will be announced. In the event of a tie, the name shall be chosen by lot.New board members shall attend an orientation meeting held by the membership chairman prior to attending their first regular meeting as a Board member in May. The purpose of the meeting is to aquaint new members with the by-laws, standing rules, and shop rules.

Part VI, Line 2 - Related Party Information Among Officers

Kathy Gausepohl - Angel Shop Chair and Peggy Gausepohl - DirectorSisters-in-Law

Filing and Contact Details

Filer

Filer Name
Angel Society of Fallbrook
EIN
95-3258567
Phone
7607286513
Address
PO BOX 1408, FALLBROOK, CA 92088

Signing Officer

Name
Heidi Chance
Title
Treasurer
Signed
2026-01-15
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
37
Independent Board Members
37
Employees
0
Volunteers
240

Preparer

Firm
Reed Financial Services
Address
424 S MAIN AVE, FALLBROOK, CA 92028
Preparer
Susan J Reed EA
Phone
7607231375
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6

The Angel Society Thrift Shop is run entirely by volunteers. You must be a member of the Angel Society to volunteer in the shop. All officers and Board of Directors are volunteers.

Form 990, Part XI, Line 19 - Governing Documents Disclosure

Governing documents are available to the public upon request.

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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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