SALLYS FUND INC (EIN 330172731) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Phone

9494947261

Tax Period

2024-01-01 to 2024-12-31

SALLYS FUND INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $565K in total revenue in fiscal year 2024. The organization ran a surplus of $228K, a strong 40% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $397,741

Program Service Revenue $0

Investment Income $166,909

Other Revenue $0

TOTAL REVENUE $564,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $197,262

Fundraising Expenses $0

Program Expenses $286,067

Other Expenses $139,280

TOTAL EXPENSES $336,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$564,650	$581,857	0.0%
Expenses	$336,542	$330,956	+0.0%
Net Income	$228,108	$250,901	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM VON GREMP	BOARD MEMBER	1.00	Director	$0	$0	$0
MAURA SHORT	Director	1.00	Director	$0	$0	$0
HEIDI SHURTLEFF	Director	1.00	Director	$0	$0	$0
ERIC JESSEN	President	3.00	Officer	$0	$0	$0
STEVEN SHORT	Treasurer	2.00	Officer	$0	$0	$0
BONNIE DRURY	Vice President	5.00	Officer	$0	$0	$0
JOHANN JONAS	Director	1.00	Officer	$0	$0	$0
JOHANNA ELLIS	ASST. TREASURER	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$564,650	$336,542	$2,189,201	$228,108
2023	$581,857	$330,956	$1,913,127	$250,901
2022	$491,209	$277,449	$1,571,497	$213,760
2021	$502,768	$288,442	$1,341,834	$214,326
2020	$486,361	$212,822	$1,126,199	$273,539
2019	$261,990	$212,790	$852,561	$49,200
2018	$268,111	$228,934	$804,374	$39,177

SALLYS FUND INC