Civic Intelligence

Karen Organization of San Diego

EIN 27-2917644 • 501(c)3 • San Diego, CA

Profile

Our primary purpose is to provide social services, educational enhancement, opportunities for cultural preservation and community building for the Karen and other ethnic minority groups from Burma who reside in San Diego.

5354 University Avenue APT 1San Diego, CA 92105

www.karensandiego.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.24x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.10x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-42%

Higher net margin than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$82,281

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

4th percentile

-55%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-28%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$489,197

Down $591,163 (-55%) from 2023

Liabilities

Down

$116,889

Down $88,168 (-43%) from 2023

Net Assets

Down

$372,308

Down $502,995 (-57%) from 2023

Revenue

Down

$1,187,474

Down $467,229 (-28%) from 2023

Expenses

Down

$1,690,469

Down $42,175 (-2.4%) from 2023

Net Income

Down

-$502,995

Down $425,054 (-545%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $65,797Liabilities 2015: $3,553Net Assets 2015: $62,2442015Assets 2016: $136,094Liabilities 2016: $25,309Net Assets 2016: $110,7852016Assets 2017: $112,915Liabilities 2017: $14,252Net Assets 2017: $98,6632017Assets 2018: $86,955Liabilities 2018: $10,067Net Assets 2018: $76,8882018Assets 2019: $87,973Liabilities 2019: $10,987Net Assets 2019: $76,9862019Assets 2020: $281,182Liabilities 2020: $69,210Net Assets 2020: $211,9722020Assets 2021: $367,790Liabilities 2021: $26,212Net Assets 2021: $341,5782021Assets 2022: $1,062,041Liabilities 2022: $108,797Net Assets 2022: $953,2442022Assets 2023: $1,080,360Liabilities 2023: $205,057Net Assets 2023: $875,3032023Assets 2024: $489,197Liabilities 2024: $116,889Net Assets 2024: $372,3082024

Highlighted filing

2024

Assets$489,197
Liabilities$116,889
Net Assets$372,308

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2015: $250,453Expenses 2015: $194,136Net Income 2015: $56,3172015Revenue 2016: $270,358Expenses 2016: $210,729Net Income 2016: $59,6292016Revenue 2017: $225,141Expenses 2017: $237,263Net Income 2017: -$12,1222017Revenue 2018: $238,608Expenses 2018: $260,383Net Income 2018: -$21,7752018Revenue 2019: $286,496Expenses 2019: $286,398Net Income 2019: $982019Revenue 2020: $510,639Expenses 2020: $375,653Net Income 2020: $134,9862020Revenue 2021: $981,434Expenses 2021: $851,828Net Income 2021: $129,6062021Revenue 2022: $1,820,546Expenses 2022: $1,208,880Net Income 2022: $611,6662022Revenue 2023: $1,654,703Expenses 2023: $1,732,644Net Income 2023: -$77,9412023Revenue 2024: $1,187,474Expenses 2024: $1,690,469Net Income 2024: -$502,9952024

Highlighted filing

2024

Revenue$1,187,474
Expenses$1,690,469
Net Income-$502,995

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$1,820,546
Mission and Program Overview

Mission

Our primary purpose is to provide social services, educational enhancement, opportunities for cultural preservation and community building for the Karen and other ethnic minority groups from Burma who reside in San Diego.

To provide social services, educational enhancement, opportunities for cultural preservation and community building for the Karen and other ethnic minority groups from Burma who reside in San Diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$265,855$835,770▲ $569,915
Pledges and Grants Receivable$85,235$148,335▲ $63,100
Land, Buildings, and Equipment, Net$12,659$14,625▲ $1,966
Prepaid Expenses and Deferred Charges$4,041$3,765▼ $276
Total Assets$367,790$1,062,041▲ $694,251
Other Assets Total-$59,546-
Liabilities
Other Liabilities-$59,546-
Accounts Payable and Accrued Expenses$26,212$49,251▲ $23,039
Total Liabilities$26,212$108,797▲ $82,585
Net Assets / Fund Balance
Net Assets With Donor Restrictions$21,900$533,213▲ $511,313
Net Assets Without Donor Restrictions$319,678$420,031▲ $100,353
Total Net Assets Fund Balance$341,578$953,244▲ $611,666
Total Liabilities and Net Assets / Fund Balance$367,790$1,062,041▲ $694,251

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$38,925$38,925
Leasehold Improvements$10,042$1,158$11,200
Other Land Buildings$4,583$2,917$7,500
Other Assets Org$59,546--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nao KabashimaExecutive DirectorFT$60,982$60,982

Board Members and Trustees

NameTitle
Claire EnemarkBoard Co-Chair
Yaw Lay HtooBoard Co-Chair
Bu LeiBoard Co-Secretary
Hanh TranBoard Co-Secretary
Alice GuittardBoard Member
Andrew RaeBoard Member
Carolyn SmythBoard Member
Law MaeBoard Member
Lucia Klaw MehBoard Member
Ma NyoBoard Member
Maung Tin WinBoard Member
Nyint KyiBoard Member
Seng Myu Awng N HkumBoard Member
Thager MweehehBoard Member
Gregory StoneBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,782,081
Program Service Revenue
$38,465
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,782,081
Change in Net Assets
$611,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$652,630
Other Expenses$354,750
Grants and Similar Amounts Paid$201,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$495,597$5,029-$500,626
Other Expenses$220,073$16,668-$236,741
Grants to Domestic Orgs$167,000--$167,000
Current Officers, Directors, Trustees, and Key Employees$24,393$36,589-$60,982
Other Employee Benefits$42,236$3,380-$45,616
Payroll Taxes$42,042$3,364-$45,406
Grants to Domestic Individuals$34,500--$34,500
Occupancy$31,861$2,550-$34,411
Office Expenses$20,554$5,093-$25,647
Fees for Services Accounting-$18,111-$18,111
Conferences and Meetings$9,892$1,897-$11,789
Depreciation Depletion$5,576$3,658-$9,234
Travel$6,708$1,510-$8,218
Insurance-$7,758-$7,758
Fees for Services Other$1,641--$1,641
Fees for Services Management-$1,200-$1,200
Total Functional Expenses$1,102,073$106,807$0$1,208,880
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Somali Bautu Community of San DiegoSan Diego, CA501c3-$26,000
United Women of East Africa Support TeamSan Diego, CA501c3-$23,000
Regents of the University of CaliforniaOakland, CA501c3-$20,000
Haitian Bridge AllianceSan Diego, CA501c3-$18,000
Islah Reparations ProjectSanta Cruz, CA501c3-$18,000
License to FreedomEl Cajon, CA501c3-$18,000
Refugee Assistance CenterSan Diego, CA501c3-$18,000
Southern Sudanese Community Center of San DiegoSan Diego, CA501c3-$18,000
Horn of Africa CommunitySan Diego, CA501c3-$8,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$59,546
Lease Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

Form 990 is reviewed by the Executive Director and the Board of Directors before it is submitted to the IRS.

Form 990, Part VI, Section B, Line 12C

The written conflict of interest policy is reviewed each year by the Board of Directors.

Form 990, Part VI, Section B, Line 15B

Compensation is determined by the Board of Directors. The Board considers contemporaneous salary data from similar nonprofits but also factors in the availability of funds in their salary determination.

Form 990, Part VI, Section C, Line 19

Records are kept for public disclosure upon request and are also available at guidestar.org

Filing and Contact Details

Filer

Filer Name
Karen Organization of San Diego
EIN
27-2917644
Phone
6195820783
Address
5354 University Avenue APT 1, San Diego, CA 92105

Signing Officer

Name
Nao Kabashima
Title
Executive Director
Phone
6195820783
Signed
2023-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nao Kabashima
Formed
2009
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
17
Volunteers
62

Preparer

Firm
Munger & Company CPAs
Address
2170 South El Camino Real Suite 217, Oceanside, CA 92054
Preparer
Roland W Munger
Phone
7607308020
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 282,403, Grants and allocations 0, Revenue 0 Family Engagement Program to navigate the families and youth throughout the U.S. school system and to offer emotional and social support and educational opportunities for all ages including youth, parents, and seniors.

Form 990, Part III, Line 1

The Karen Organization of San Diego KOSD has been commited to the educational and social enahancement for various ethnic minority groups from Burma who reside in San Diego, California. KOSD seeks to enhance the quality of life for all refugees from Burma by rebuilding their lives in San Diego. Working with other social service providers, KOSD aims to be a bridge between refugees and the local community. Since 2009, KOSD has been operated as an independent non-profit organization. Most refugees resettled in San Diego from Burma have spent long years, sometimes decades or even entire generations, in the isolation of refugee camps. Camps lack strong educational infrastructure, employment and/or skill development or opportunities for home ownership.

Form 990, Part III, Line 1

Continued - As such, refugee families often arrive in the U.S. with little more than the clothes on their backs, no formal education, and traumatic memories of human rights violations back in their home country. They are among the most vulnerable and underserved in San Diego as most service providers lack the language capacity and cultural competence to work with this population. Therefore, KOSDs objectives are to 1 Develop a system for community self-help for refugees from Burma resettled in San Diego 2 Preserve the Karen and other minority groups culture and share it with the San Diego community 3 Help clients find employement as a key to self-sufficiency and 4 Provide tailored case management services.

Form 990, Part III, Line 1

Continued - As the only community based organization in San Diego specifically serving refugees from Burma, KOSD has provided all levels of support upon their arrival in San Diego. KOSD programs included, but are not limited to, helping refugees to navigate the welfare, health-care, education, and public safety systems in the U.S., as well as providing leadership opportunities for youth and adults, community empowerment programs, tutoring and English language training. At the same time, KOSD is a community and cultural hub where refugees from Burma can explore San Diego together through a strong community support system, while remembering and maintaining their cultural heritage.

Raw XML AppendixShowing 400 of 556 raw XML fields

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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0United Women of East Africa Support Team
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1License to Freedom

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