Civic Intelligence

Karlsson Foundation for Psychoanalysis

990 • Fiscal year 2024 • EIN 85-3189465

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 18, 2024

Organization Profile
51 East Campbell Ave 170Campbell, CA 95008

(510) 847-5592

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$182,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 32.3% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$950,235

Up $179,250 (+23%) from 2023

Net Assets

Up

$950,235

Up $179,250 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin82nd percentile

Revenue

Up

$563,982

Up $123,226 (+28%) from 2023

Expenses

Up

$384,732

Up $212,516 (+123%) from 2023

Net Income

Down

$179,250

Down $89,290 (-33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2024

Assets$950,235
Liabilities$0
Net Assets$950,235
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$563,982
Expenses$384,732
Net Income$179,250
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 18, 2024
Return Version
2023v5.0
Gross Receipts
$563,982
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$393,538$695,245▲ $301,707
Savings and Temporary Cash Investments$129,059$169,331▲ $40,272
Cash and Non-Interest-Bearing Accounts$248,388$85,659▼ $162,729
Total Assets$770,985$950,235▲ $179,250
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$770,985$950,235▲ $179,250
Total Net Assets Fund Balance$770,985$950,235▲ $179,250
Total Liabilities and Net Assets / Fund Balance$770,985$950,235▲ $179,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,806$1,806
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Roger P KarlssonTrusteeFT$182,000$182,000

Board Members and Trustees

NameTitle
Mini T LeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$561,927
Investment Income
$2,055
Other Revenue
$0
Change in Net Assets
$179,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,732
Salaries, Compensation, and Employee Benefits$182,000
Total Fundraising Expense$3,413
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$182,000--$182,000
Fees for Services Other$84,021$7,511$3,413$94,945
Travel$73,582--$73,582
Occupancy$20,259--$20,259
Conferences and Meetings$6,070$6,070-$12,140
Depreciation Depletion$1,806--$1,806
Total Functional Expenses$367,738$13,581$3,413$384,732
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
2024-12-18
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, Part IX, Line 11G

“Advertisement 0 0 3,413 auto/ground transportation 778 0 0 bank fees 0 24 0 board meetings 6,070 0 0 california fee 100 0 0 license for ca 825 0 0 payroll taxes 14,168 0 0 parking 153 0 0 program related gifts 2,819 0 0 security 700 0 0 returned checks 570 0 0 administration 0 7,240 0 ceu 5,489 0 0 computer related expenses 2,192 0 0 internet service provider 693 0 0 insurance for office 3,548 247 0 license (campbell) 134 0 0 literature 7,361 0 0 memberships 4,895 0 0 misc. 169 0 0 office equipment 2,007 0 0 office furnishings 1,023 0 0 office supplies 361 0 0 phone 2,403 0 0 postage 186 0 0 professional development 3,221 0 0 prof. Servs. Incld tax prep 9,632 0 0 software 664 0 0 board member reimbursements 13,412 0 0 donations 448 0 0 total 84,021 7,511 3,413”

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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/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADVERTISEMENT 0 0 3,413 AUTO/GROUND TRANSPORTATION 778 0 0 BANK FEES 0 24 0 BOARD MEETINGS 6,070 0 0 CALIFORNIA FEE 100 0 0 LICENSE FOR CA 825 0 0 PAYROLL TAXES 14,168 0 0 PARKING 153 0 0 PROGRAM RELATED GIFTS 2,819 0 0 SECURITY 700 0 0 RETURNED CHECKS 570 0 0 ADMINISTRATION 0 7,240 0 CEU 5,489 0 0 COMPUTER RELATED EXPENSES 2,192 0 0 INTERNET SERVICE PROVIDER 693 0 0 INSURANCE FOR OFFICE 3,548 247 0 LICENSE (CAMPBELL) 134 0 0 LITERATURE 7,361 0 0 MEMBERSHIPS 4,895 0 0 MISC. 169 0 0 OFFICE EQUIPMENT 2,007 0 0 OFFICE FURNISHINGS 1,023 0 0 OFFICE SUPPLIES 361 0 0 PHONE 2,403 0 0 POSTAGE 186 0 0 PROFESSIONAL DEVELOPMENT 3,221 0 0 PROF. SERVS. INCLD TAX PREP 9,632 0 0 SOFTWARE 664 0 0 BOARD MEMBER REIMBURSEMENTS 13,412 0 0 DONATIONS 448 0 0 TOTAL 84,021 7,511 3,413
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$950,235
Liabilities
$0
Net assets
$950,235
Revenue
$563,982
Expenses
$384,732
Net income
$179,250
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