Totals
- Total revenue
- $681,086
- Total expenses
- $374,781
- Contributions and grants received
- $343,894
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $337,192
- Other revenue
- $0
- Total assets, end of year
- $2,416,498
- Total liabilities, end of year
- $3,009
- Net assets or fund balances, end of year
- $2,413,489
- Program services expenses (Part IX)
- $318,668
- Management and general expenses
- $56,113
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $318,668
Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$239,522
-
1f · All other contributions, gifts and grants
$104,372
-
3 · Investment income
total $208,070 · related or exempt $208,070
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $129,122
-
7c · Gain or loss
securities $129,122
-
7d · Net gain or loss
total $129,122 · related or exempt $129,122
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $214,387 · program services $214,387
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $18,006 · program services $18,006
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $9,368 · management and general $9,368
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $6,600 · program services $6,600
-
13 · Office expenses
total $24,623 · management and general $24,623
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $17,874
-
23 · Insurance
total $37,085 · program services $26,616 · management and general $10,469
-
24a · Other expenses: AUTOMOBILE EXPENSE
total $21,331 · program services $21,331
-
24b · Other expenses: DEPRECIATION
total $17,874 · program services $17,874
-
24c · Other expenses: FUND RAISING EXPENSES
total $5,149 · program services $5,149
-
24d · Other expenses: CLIENT NEEDS
total $3,582 · program services $3,582
-
24e · All other expenses
total -$1,098 · program services $5,123 · management and general $11,653
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $218,035 · end of year $206,581
-
2 · Savings and temporary cash investments
beginning of year $259,936 · end of year $271,197
-
3 · Pledges and grants receivable
beginning of year $38,250 · end of year $17,856
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$121,333
-
10b · Land, buildings and equipment: accumulated depreciation
$97,910
-
10c · Land, buildings and equipment, net
beginning of year $41,297 · end of year $23,423
-
11 · Investments: publicly traded securities
beginning of year $1,631,683 · end of year $1,897,441
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $2,078 · end of year $3,009
-
27 · Net assets without donor restrictions
beginning of year $2,187,123 · end of year $2,413,489
Mission and programs · 2025
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.
-
PROVIDED ASSISTANCE TO HOMEBOUND SENIORS BY PROVIDING DELIVERIES OF GROCERIES, PHARMACY NEEDS, BANKING NEEDS AND HOME VISITS.PROVIDED ASSISTANCE TO NON-HOMEBOUND SENIORS BY TRANSPORTING THEM TO MEDICAL APPOINTMENTS, SOCIAL SERVICE APPOINTMENTS, GROCERY AND PERSONAL SHOPPING, BANKING AND POST OFFICE VISITS.BRIDGING SERVICES TO SENIORS TRANSITIONING INTO NURSING HOMES.
Expenses $318,668
As filed on the 2025 return.
Listed in Part VII
-
Elizabeth Von GrempELIZABETH VON GREMP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Jim Von GrempJIM VON GREMP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Maura ShortMAURA SHORT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Heidi ShurtleffHEIDI SHURTLEFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rachael BergerRACHAEL BERGER
EXECUTIVE DIRE.
- Total calculated
- $0
- Hours/week
- 0
-
Morgan LambMORGAN LAMB
ASSISTANT MANAG
- Total calculated
- $0
- Hours/week
- 0
-
Stephanie MeyerSTEPHANIE MEYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Eric JessenERIC JESSEN
President
- Total calculated
- $0
- Hours/week
- 3
-
Bonnie DruryBONNIE DRURY
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Johann JonasJOHANN JONAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Johanna EllisJOHANNA ELLIS
ASST. TREASURER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 7 July 2026
- IRS schema version
- 2025v4.1
- Source object
- 202641889349301359
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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