Civic Intelligence

Karlsson Foundation for Psychoanalysis

990 • Fiscal year 2021 • EIN 85-3189465

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 19, 2021

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$265,300

No earlier filing loaded for comparison.

Net Assets

$265,300

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin98th percentile

Revenue

$279,484

No earlier filing loaded for comparison.

Expenses

$14,184

No earlier filing loaded for comparison.

Net Income

$265,300

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2021

Assets$265,300
Liabilities$0
Net Assets$265,300
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$279,484
Expenses$14,184
Net Income$265,300
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 19, 2021
Return Version
2020v4.0
Gross Receipts
$279,484
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-
Total Assets$0$265,300▲ $265,300
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$265,300-
Total Net Assets Fund Balance$0$265,300▲ $265,300
Total Liabilities and Net Assets / Fund Balance$0$265,300▲ $265,300
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Dr Roger P KarlssonTrustee
Mini T LeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$250,000
Program Service Revenue
$29,484
Investment Income
$0
Other Revenue
$0
All Other Contributions
$250,000
Change in Net Assets
$265,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,184
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$14,184--$14,184
Total Functional Expenses$14,184$0$0$14,184
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
2021-11-19
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
Volunteers
2

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.”

Raw XML Appendix241 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/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/ExplanationTxt1SEE ABOVE. THE FOUNDATION WAS OPENED AND TREATING CLIENTS DID BEGIN.
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ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02020-10-19
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$265,300
Liabilities
$0
Net assets
$265,300
Revenue
$279,484
Expenses
$14,184
Net income
$265,300
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