Civic Intelligence

Karlsson Foundation For

EIN 85-3189465 • 501(c)3 • Campbell, CA

Profile

The primary focus of the foundation is to help the mentally ill. Most of the mentally ill cannot afford to pay for all of their treatment. Some need a little help but many need more assistance. Without proper treatment, normal functioning is not possible. This foundation hopes to be able to help those who need treatment. This is a severe and critical need in todays world.

51 East Campbell Ave 170Campbell, CA 95008
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$187,379

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,324,548

Up $374,313 (+39%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,324,548

Up $374,313 (+39%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin86th percentile

Revenue

Up

$721,106

Up $157,124 (+28%) from 2024

Expenses

Up

$426,095

Up $41,363 (+11%) from 2024

Net Income

Up

$295,011

Up $115,761 (+65%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $265,300Liabilities 2021: $0Net Assets 2021: $265,3002021Assets 2022: $416,280Liabilities 2022: $0Net Assets 2022: $416,2802022Assets 2023: $770,985Liabilities 2023: $0Net Assets 2023: $770,9852023Assets 2024: $950,235Liabilities 2024: $0Net Assets 2024: $950,2352024Assets 2025: $1,324,548Liabilities 2025: $0Net Assets 2025: $1,324,5482025

Highlighted filing

2025

Assets$1,324,548
Liabilities$0
Net Assets$1,324,548
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

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

$800K$600K$400K$200K$0Revenue 2021: $279,484Expenses 2021: $14,184Net Income 2021: $265,3002021Revenue 2022: $266,864Expenses 2022: $115,884Net Income 2022: $150,9802022Revenue 2023: $440,756Expenses 2023: $172,216Net Income 2023: $268,5402023Revenue 2024: $563,982Expenses 2024: $384,732Net Income 2024: $179,2502024Revenue 2025: $721,106Expenses 2025: $426,095Net Income 2025: $295,0112025

Highlighted filing

2025

Revenue$721,106
Expenses$426,095
Net Income$295,011
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,324,548
Liabilities
$0
Net assets
$1,324,548
Revenue
$721,106
Expenses
$426,095
Net income
$295,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.72$0.43$0.30
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.56$0.38$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.44$0.17$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.27$0.12$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.28$0.01$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.0
Gross Receipts
$1,099,942
Mission and Program Overview

Mission

The primary focus of the foundation is to help the mentally ill. Most of the mentally ill cannot afford to pay for all of their treatment. Some need a little help but many need more assistance. Without proper treatment, normal functioning is not possible. This foundation hopes to be able to help those who need treatment. This is a severe and critical need in todays world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$695,245$717,149▲ $21,904
Savings and Temporary Cash Investments$169,331$480,759▲ $311,428
Cash and Non-Interest-Bearing Accounts$85,659$126,640▲ $40,981
Total Assets$950,235$1,324,548▲ $374,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$950,235$1,324,548▲ $374,313
Total Net Assets Fund Balance$950,235$1,324,548▲ $374,313
Total Liabilities and Net Assets / Fund Balance$950,235$1,324,548▲ $374,313

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$3,606$3,606
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Roger P KarlssonTrusteeFT$162,379$25,000$187,379

Board Members and Trustees

NameTitle
Mini T LeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$11,588
Program Service Revenue
$578,258
Investment Income
$131,260
Other Revenue
$0
All Other Contributions
$11,588
Change in Net Assets
$295,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,716
Salaries, Compensation, and Employee Benefits$187,379
Total Fundraising Expense$7,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$189,140$400-$189,540
Other Salaries and Wages$187,379--$187,379
Occupancy$19,160--$19,160
Conferences and Meetings$7,190-$7,190$14,380
Travel$11,736--$11,736
Fees for Services Accounting$2,100--$2,100
Depreciation Depletion$1,800--$1,800
Total Functional Expenses$418,505$400$7,190$426,095
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Karlsson Foundation for
EIN
85-3189465
Phone
5108475592
Address
51 EAST CAMPBELL AVE 170, CAMPBELL, CA 95008

Signing Officer

Name
Mini T Le
Title
Trustee
Phone
5108475592
Signed
2025-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Roger P Karlsson
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
0
Employees
1

Preparer

Firm
Allied Tax Planners
Address
7300 JOHNSTON ROAD SUITE B, PLEASANTON, CA 94588
Preparer
Bradley L Haupt Ea
Phone
5108862937
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The primary focus of the foundation is to help the mentally ill. Most of the mentally ill cannot afford to pay for all of their treatment. Some need a little help but many need more assistance. Without proper treatment, normal functioning is not possible. This foundation hopes to be able to help those who need treatment. This is a severe and critical need in todays world.”

Form 990, Page 2, Part III, Line 4D

“This figure represents the normal operating expenses of the foundation.”

Form 990, Part IX, Line 11G

“Administration 4,400 0 0 advertisement 5,037 0 0 auto/ground transportation 2,420 0 0 board meetings 9,649 0 0 computer related expenses 2,082 0 0 consultations 10,642 0 0 continuing ed. 1,013 0 0 ground transporttion for bus 2,420 0 0 id protection 156 0 0 insurance for office 5,751 400 0 internet service provider 246 0 0 investment expense 1,475 0 0 liability insurance 1,376 0 0 license (campbell) 137 0 0 literature 8,572 0 0 memberships 5,149 0 0 misc. 50 0 0 office equipment 1,276 0 0 office furnishings 17,010 0 0 office supplies 506 0 0 parking 214 0 0 payroll fee 615 0 0 payroll taxes 97,009 0 0 postage 139 0 0 professional development 5,766 0 0 program related gifts/promo 1,402 0 0 security 825 0 0 software 889 0 0 telephone service 2,914 0 0 total 189,140 400 0”

Form 990, Part XI, Line 9

“Market appreciation 79,302”

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY FOCUS OF THE FOUNDATION IS TO HELP THE MENTALLY ILL. MOST OF THE MENTALLY ILL CANNOT AFFORD TO PAY FOR ALL OF THEIR TREATMENT. SOME NEED A LITTLE HELP BUT MANY NEED MORE ASSISTANCE. WITHOUT PROPER TREATMENT, NORMAL FUNCTIONING IS NOT POSSIBLE. THIS FOUNDATION HOPES TO BE ABLE TO HELP THOSE WHO NEED TREATMENT. THIS IS A SEVERE AND CRITICAL NEED IN TODAYS WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS FIGURE REPRESENTS THE NORMAL OPERATING EXPENSES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATION 4,400 0 0 ADVERTISEMENT 5,037 0 0 AUTO/GROUND TRANSPORTATION 2,420 0 0 BOARD MEETINGS 9,649 0 0 COMPUTER RELATED EXPENSES 2,082 0 0 CONSULTATIONS 10,642 0 0 CONTINUING ED. 1,013 0 0 GROUND TRANSPORTTION FOR BUS 2,420 0 0 ID PROTECTION 156 0 0 INSURANCE FOR OFFICE 5,751 400 0 INTERNET SERVICE PROVIDER 246 0 0 INVESTMENT EXPENSE 1,475 0 0 LIABILITY INSURANCE 1,376 0 0 LICENSE (CAMPBELL) 137 0 0 LITERATURE 8,572 0 0 MEMBERSHIPS 5,149 0 0 MISC. 50 0 0 OFFICE EQUIPMENT 1,276 0 0 OFFICE FURNISHINGS 17,010 0 0 OFFICE SUPPLIES 506 0 0 PARKING 214 0 0 PAYROLL FEE 615 0 0 PAYROLL TAXES 97,009 0 0 POSTAGE 139 0 0 PROFESSIONAL DEVELOPMENT 5,766 0 0 PROGRAM RELATED GIFTS/PROMO 1,402 0 0 SECURITY 825 0 0 SOFTWARE 889 0 0 TELEPHONE SERVICE 2,914 0 0 TOTAL 189,140 400 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MARKET APPRECIATION 79,302
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0950235
IRS990/TotalAssetsEOYAmt01324548
IRS990/TotalAssetsGrp/BOYAmt0950235
IRS990/TotalAssetsGrp/EOYAmt01324548
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt011588
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07190
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0400
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0418505
IRS990/TotalFunctionalExpensesGrp/TotalAmt0426095
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0950235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01324548
IRS990/TotalOtherProgSrvcExpenseAmt0352201
IRS990/TotalProgramServiceExpensesAmt0418505
IRS990/TotalProgramServiceRevenueAmt0578258
IRS990/TotalReportableCompFromOrgAmt0187379
IRS990/TotalRevenueGrp/ExclusionAmt02710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0706808
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0721106
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0950235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01324548
IRS990/TravelGrp/ProgramServicesAmt011736
IRS990/TravelGrp/TotalAmt011736
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0997 ASBURY ST
IRS990/USAddress/CityNm0SAN JOSE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095126
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MINI T LE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05108475592
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KARLSSON FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PSYCHOANALYSIS
ReturnHeader/Filer/BusinessNameControlTxt0KARL
ReturnHeader/Filer/EIN0853189465
ReturnHeader/Filer/PhoneNum05108475592
ReturnHeader/Filer/USAddress/AddressLine1Txt051 EAST CAMPBELL AVE 170
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823783607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALLIED TAX PLANNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07300 JOHNSTON ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum05108862937
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-13T14:33:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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