Nonprofit · EIN 33-0172731
SALLYS FUND INC
Tax-exempt · LAGUNA BEACH, CA 92652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $681,086 | $374,781 | $306,305 | $2,416,498 | $3,009 | $2,413,489 |
| December 31, 2024 | 990 | $564,650 | $336,542 | $228,108 | $2,189,201 | $2,078 | $2,187,123 |
| December 31, 2023 | 990 | $581,857 | $330,956 | $250,901 | $1,913,127 | $1,653 | $1,911,474 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $343,894
- of which government grants
- $239,522
- Program service revenue
- $0
- Investment income
- $337,192
- Net gain from sales of assets
- $129,122
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $214,387
- Salaries, compensation and benefits (total)
- $232,393
- Professional fundraising fees
- $0
- Accounting fees
- $9,368
- Depreciation
- $17,874
- Program services (functional)
- $318,668
- Management and general (functional)
- $56,113
Balance sheet and other
- Total assets, start of year
- $2,189,201
- Total assets, end of year
- $2,416,498
- Total liabilities, end of year
- $3,009
- Net assets, end of year
- $2,413,489
- Land, buildings and equipment
- $23,423
- Publicly traded securities
- $1,897,441
- Net assets without donor restrictions
- $2,413,489
- Gross receipts
- $681,086
- Employees
- 11
- Year formed
- 1986
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH VON GREMP | BOARD MEMBER Trustee or director | 0 | $0 |
| JIM VON GREMP | BOARD MEMBER Trustee or director | 1 | $0 |
| MAURA SHORT | BOARD MEMBER Trustee or director | 1 | $0 |
| HEIDI SHURTLEFF | BOARD MEMBER Trustee or director | 1 | $0 |
| RACHAEL BERGER | EXECUTIVE DIRE. Trustee or director | 0 | $0 |
| MORGAN LAMB | ASSISTANT MANAG Trustee or director | 0 | $0 |
| STEPHANIE MEYER | BOARD MEMBER Trustee or director | 0 | $0 |
| ERIC JESSEN | President Officer | 3 | $0 |
| BONNIE DRURY | Vice President Officer | 5 | $0 |
| JOHANN JONAS | BOARD MEMBER Officer | 1 | $0 |
| JOHANNA ELLIS | ASST. TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM VON GREMP | BOARD MEMBER Trustee or director | 1 | $0 |
| MAURA SHORT | Director Trustee or director | 1 | $0 |
| HEIDI SHURTLEFF | Director Trustee or director | 1 | $0 |
| ERIC JESSEN | President Officer | 3 | $0 |
| STEVEN SHORT | Treasurer Officer | 2 | $0 |
| BONNIE DRURY | Vice President Officer | 5 | $0 |
| JOHANN JONAS | Director Officer | 1 | $0 |
| JOHANNA ELLIS | ASST. TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM VON GREMP | BOARD MEMBER Trustee or director | 1 | $0 |
| MAURA SHORT | Director Trustee or director | 1 | $0 |
| HEIDI SHURTLEFF | Director Trustee or director | 1 | $0 |
| ERIC JESSEN | President Officer | 3 | $0 |
| STEVEN SHORT | Treasurer Officer | 2 | $0 |
| BONNIE DRURY | Vice President Officer | 5 | $0 |
| JOHANN JONAS | Director Officer | 1 | $0 |
| JOHANNA ELLIS | ASST. TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1626, LAGUNA BEACH, CA 92652-1626
- Signed the 990
- ERIC JESSEN, President
- Phone
- (949) 494-7261
- Website
- SALLYSFUND.ORG
- Return prepared by
- ACCUDATA & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0172731 or by the name SALLYS FUND INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0172731
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $2,416,498
- Income (IRS master file)
- $681,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $681,086 | $374,781 | $2,416,498 | XML |
| 990 | December 2024 | $564,650 | $336,542 | $2,189,201 | XML |
| 990 | December 2023 | $581,857 | $330,956 | $1,913,127 | XML |
| 990 | December 2022 | $491,209 | $277,449 | $1,571,497 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0172731).
Questions about SALLYS FUND INC
- What is the EIN of SALLYS FUND INC?
- The employer identification number (EIN) of SALLYS FUND INC is 33-0172731.
- Is SALLYS FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SALLYS FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SALLYS FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SALLYS FUND INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SALLYS FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of SALLYS FUND INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SALLYS FUND INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $681,086, expenses of $374,781 and total assets of $2,416,498 at year end.
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All nonprofits in LAGUNA BEACH · California · Human services