Sallys Fund Inc

What Sallys Fund Inc does

Sally's Fund Inc is a California-registered nonprofit organization (EIN 33-0172731) founded in 1982 in Laguna Beach to provide low-cost weekday transportation and supportive services to older adults and individuals of all ages with disabilities. The organization delivers escorted, door-to-door transportation within a 30-mile radius of Laguna Beach for medical appointments, grocery and errand runs, the Susi Q Senior Center Lunch Bunch program, and the Laguna Food Pantry. Beyond transit, its service portfolio includes grocery and shopping-goods delivery to homebound clients, social and cultural outings sponsored by local service clubs and church groups, and a "Bridging" program that supports clients through transitions from independent living to care facilities, including out-of-town medical appointments.

The operating model is volunteer-and-donation-driven. Service delivery is performed by trained drivers and volunteers; there is no proprietary software platform, mobile app, or digital dispatch system — clients reach the organization by phone (949-499-4100) or email ([email protected]). Fundraising is conducted through cash, check, and credit card donations (including via PayPal), vehicle donations processed through a CarDana partnership, and a Legacy Society estate-planning program accepting bequests, charitable gift annuities, securities, real estate, life insurance, and retirement-plan designations. Marketing and outreach run through organic Facebook and Instagram accounts, a quarterly email newsletter, and community partnerships with organizations such as Age Well Senior Services and the Susi Q Senior Center, where the organization's administrative offices are co-located.

Governance is provided by a Board of Directors (President Eric Jessen, Vice President Bonnie Drury, Recording Secretary/Interim Treasurer Johanna Ellis, and members Maura Short, Heidi Shurtleff, Elizabeth von Gremp, and Jim von Gremp) with an Advisory Board including Johann Jonas; Rachael Berger serves as Executive Director. The organization maintains Title VI Nondiscrimination compliance procedures, indicating exposure to federal funding or federal regulatory standards applicable to transportation services.

Name

Sallys Fund Inc

Legal name

Sally's Fund

Website

https://sallysfund.org

Company type

Private

Founded year

1982

Operating status

Operating

Short description

Sally's Fund is a Laguna Beach, California nonprofit founded in 1982 that provides low-cost, escorted door-to-door transportation and supportive services to frail seniors and individuals with disabilities within a 30-mile radius, funded by donations, grants, and bequests.

Ownership category

akta.pro rank

Product category

Senior Transportation and Support Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Local & Suburban Transit & Interurban Hwy Passenger Trans (4100), Services-Social Services (8300)

akta.pro primary industry

Errand, Shopping & Personal Appointment Escort (HSABAOAF)

akta.pro secondary industries

Medical Appointment Transport & Clinic Escort (HSABAOAD), Wheelchair-Accessible & Mobility Vehicle Transport (HSABAOAC), Hospital Discharge & Post-Acute Transport (HSABAOAE), Social, Community & Senior Center Outings Transport (HSABAOAG), Senior/Accessibility Concierge & Companion Errands (HSACAIAO)

Keywords

• Senior transportation services
• Disability support services
• Nonprofit community services
• Assisted mobility services
• Senior living assistance

Headquarters

HQ city

Laguna Beach

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Donations and Grants: Sally's Fund operates entirely through donations and grants from the community, with no revenue-generating services. The organization accepts cash, checks, credit card donations, vehicle donations through CarDana partnership, and legacy society bequests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sally's Fund is a California nonprofit that provides low-cost weekday, escorted door-to-door transportation and supportive services for older adults and people with disabilities in Laguna Beach. Trained drivers accompany clients to medical appointments, errands, and social outings within a 30-mile radius, with drivers staying with clients throughout appointments. The organization also offers grocery delivery, meal transportation to the Susi Q Senior Center, social and cultural outings, and home/hospital visits.

Product overview

Sally's Fund is a nonprofit senior transportation organization offering a coordinated suite of supportive services for Laguna Beach's older residents and individuals with disabilities. The core offering consists of assisted door-to-door transportation services for medical appointments and errands within a 30-mile radius, complemented by food and grocery delivery, social and cultural outings, and home/hospital visitation support. The services are unified by the organization's mission to help seniors remain living independently in their homes while staying socially engaged and well-nourished.

Differentiator

Problem solved

Functional benefit

Products and services

• Senior Transportation Services Assisted and escorted door-to-door transportation for seniors and individuals with disabilities to medical and other appointments within a 30-mile radius of Laguna Beach, including transportation to the Susi Q Senior Center.
• Medical Appointments Transportation Transportation for frail seniors to medical appointments within 30 miles of Laguna Beach, with drivers staying with clients for the duration of appointments and assisting with communication with healthcare professionals.
• Groceries & Errands Door-to-door escorted transportation to grocery stores, errands, and the Susi Q Senior Center, including bi-monthly trips to the Laguna Food Pantry and weekly shopping trips to Target, Trader Joe's, Smart & Final, and Walmart.
• Delivery of Shopping Goods Home delivery of groceries and essential items to homebound seniors by drivers and volunteers, providing well-being checks and assistance as needed.
• Lunches at the Susi Q Transportation to the Lunch Bunch program offered three days a week at the Susi Q Senior Center, providing nutritious meals and companionship for seniors on limited incomes.
• Social & Cultural Outings Fun field trips to museums, local festivals, gardens, and other popular spots for seniors, typically including lunch, sponsored by local service clubs and church groups to prevent isolation and cognitive decline.
• Home & Hospital Visits, Bridging Visits to seniors at their homes, care facilities, and hospitals for long-term clients, including assistance with facility selection when independent living is no longer possible, and continued support for out-of-town medical appointments.
• Legacy Society Estate planning program allowing donors to designate Sally's Fund as a beneficiary, accepting various gift forms including cash, checks, tangible personal property, real estate, securities, life insurance, retirement plans, bequests, and charitable gift annuities.
• Vehicle Donation Program Partnership with CarDana enabling donors to convert unused vehicles (cars, trucks, motorcycles, RVs, boats) into donations to Sally's Fund through an online form.

Quantifiable outcome

• Transportation provided within 30-mile radius of Laguna Beach
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• CarDanaminorGTM or Marketing PartnerPartnership for vehicle donations. CarDana handles the process of converting unused vehicles (cars, trucks, motorcycles, RVs, boats) into donations for Sally's Fund through an online form submission system.
• Age Well Senior ServicescoreStrategic or Co-development PartnerAge Well Senior Services is contracted by the City of Laguna Beach to provide noon meals at the Susi Q Senior Center. Sally's Fund provides transportation to the Lunch Bunch program offered three days a week, creating a coordinated senior nutrition and support service.
• Susi Q Senior CentercoreStrategic or Co-development PartnerSally's Fund transports clients to the Susi Q Senior Center on Third Street for the Lunch Bunch program and other activities. Administrative offices are co-located at the Susi Q and Community Center at 380 Third Street.
• Laguna Food PantryminorStrategic or Co-development PartnerTwo Thursdays each month, Sally's Fund drivers visit the Laguna Food Pantry for free boxed grocery items, with clients invited to ride along and collect food.
• Local Service Clubs and Church GroupsminorGTM or Marketing PartnerLocal service clubs and church groups sponsor social outings and field trips to museums, local festivals, gardens, and other popular spots, typically including lunch.

Scale indicators2 records

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• Uber Health: Uber's healthcare-dedicated ride coordination product for medical appointments, used by payers, providers, and senior-care organizations nationally. Overlaps with Sally's Fund's medical-appointment rides but lacks the human escort and community support component.
• Modivcare: Large public company providing non-emergency medical transportation (NEMT), personal care, and monitoring services, primarily under Medicaid brokerage contracts. Broad incumbent serving similar elderly and disabled transportation demand, but at institutional scale across many states.
• SafeRide Health: Tech-enabled NEMT broker coordinating rides for health plan members to medical and social appointments. Operates in overlapping end markets (frail seniors needing medical rides) but contracts with payers rather than relying on donations and volunteers.
• Lyft Healthcare (Lyft Concierge): Lyft's non-emergency medical transportation arm that brokers rides for health plans, hospitals, and patients. Operates at national scale in overlapping NEMT/senior-transport demand, but does not provide in-person accompaniment or social outing services.

Direct peers

• ITN America: National nonprofit providing dignified, door-through-door transportation for seniors and people with visual impairment through affiliate local chapters. Closely matches Sally's Fund's escorted-ride model and donor-funded non-profit structure.
• Seniors Helping Seniors: Peer-to-peer senior support franchise in which active older adults provide companionship, errands, transportation, and light homemaker services to frailer peers. Direct overlap with Sally's Fund's escort-to-appointments and errands services for older adults in their homes.
• GoGoGrandparent: Tech-enabled on-demand ride service for seniors that connects elderly riders to Uber/Lyft drivers with operator monitoring. Directly comparable to Sally's Fund's senior transportation mission, but operationalizes it through a phone-based tech platform rather than volunteer drivers.
• Age Well Senior Services: Community-based nonprofit serving older adults in south Orange County with congregate meals, transportation, and senior center programming. Directly comparable mission and geography; already a core operating partner of Sally's Fund at the Susi Q Senior Center.

Regional players

• Susi Q Senior Center (Laguna Beach): Senior center in Laguna Beach offering classes, meals, and social programming to older adults in the same catchment area as Sally's Fund. A core operating partner that co-locates Sally's Fund's offices; comparable demographic focus but facility-based programming rather than transportation.

Others

• Meals on Wheels of Orange County: Regional nonprofit delivering meals and conducting well-being checks to homebound seniors across Orange County. Comparable donor-funded nonprofit service model for frail elderly, overlapping the home delivery and isolation-mitigation pieces of Sally's Fund's mission.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php?id=100087438443264
• Instagraminstagram.com/sallysfundinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sallys Fund Inc