Civic Intelligence

Karlsson Foundation for Psychoanalysis

990 • Fiscal year 2022 • EIN 85-3189465

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 07, 2022

Organization Profile
51 E Campbell Ave Suite 170Campbell, CA 95008

(510) 847-5592

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

57%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-4.5%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$416,280

Up $150,980 (+57%) from 2021

Net Assets

Up

$416,280

Up $150,980 (+57%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Down

$266,864

Down $12,620 (-4.5%) from 2021

Expenses

Up

$115,884

Up $101,700 (+717%) from 2021

Net Income

Down

$150,980

Down $114,320 (-43%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$416,280
Liabilities$0
Net Assets$416,280
Open 2022 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$266,864
Expenses$115,884
Net Income$150,980
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$266,864
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
Cash and Non-Interest-Bearing Accounts$265,300$416,280▲ $150,980
Total Assets$265,300$416,280▲ $150,980
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$265,300$416,280▲ $150,980
Total Net Assets Fund Balance$265,300$416,280▲ $150,980
Total Liabilities and Net Assets / Fund Balance$265,300$416,280▲ $150,980
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Roger P KarlssonTrusteeFT$10,000$10,000

Board Members and Trustees

NameTitle
Mini T LeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$266,864
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$150,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$115,884
Total Fundraising Expense$3,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$42,200-$3,121$45,321
Conferences and Meetings$31,844--$31,844
Occupancy$17,428--$17,428
Fees for Services Management$10,000--$10,000
Office Expenses$9,693--$9,693
Insurance$1,239--$1,239
Advertising$359--$359
Total Functional Expenses$112,763$0$3,121$115,884
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
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
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 E CAMPBELL AVE SUITE 170, CAMPBELL, CA 95008

Signing Officer

Name
Mini T Le
Title
Trustee
Phone
5108475592
Signed
2022-11-07
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
0

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

“See above. The foundation was opened and treating clients did begin.”

Form 990, Part IX, Line 11G

“Ceu 6,166 0 0 computer related expenses 220 0 0 conferences 600 0 0 consultations 3,780 0 0 donations 500 0 0 entertainment 5,152 0 0 equipment 1,372 0 0 internet service provider 691 0 0 license 460 0 0 memberships 5,559 0 0 misc. 2,166 0 0 office furnishings 11,190 0 0 office supplies 263 0 0 parking 28 0 0 phone 1,063 0 0 postage 186 0 0 promotional materials 0 0 3,121 servs wking outside of office 2,515 0 0 software 289 0 0 total 42,200 0 3,121”

Raw XML Appendix259 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SEE ABOVE. THE FOUNDATION WAS OPENED AND TREATING CLIENTS DID BEGIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CEU 6,166 0 0 COMPUTER RELATED EXPENSES 220 0 0 CONFERENCES 600 0 0 CONSULTATIONS 3,780 0 0 DONATIONS 500 0 0 ENTERTAINMENT 5,152 0 0 EQUIPMENT 1,372 0 0 INTERNET SERVICE PROVIDER 691 0 0 LICENSE 460 0 0 MEMBERSHIPS 5,559 0 0 MISC. 2,166 0 0 OFFICE FURNISHINGS 11,190 0 0 OFFICE SUPPLIES 263 0 0 PARKING 28 0 0 PHONE 1,063 0 0 POSTAGE 186 0 0 PROMOTIONAL MATERIALS 0 0 3,121 SERVS WKING OUTSIDE OF OFFICE 2,515 0 0 SOFTWARE 289 0 0 TOTAL 42,200 0 3,121
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T16:34:35-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$416,280
Liabilities
$0
Net assets
$416,280
Revenue
$266,864
Expenses
$115,884
Net income
$150,980
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