Civic Intelligence

Karlsson Foundation for Psychoanalysis

990 • Fiscal year 2023 • EIN 85-3189465

Jul 01, 2022 to Jun 30, 2023 • Filed on May 08, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

93rd percentile

61%

Higher net margin than 93% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$45,617

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

85%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

85th percentile

65%

Faster revenue growth than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$770,985

Up $354,705 (+85%) from 2022

Net Assets

Up

$770,985

Up $354,705 (+85%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin93rd percentile

Revenue

Up

$440,756

Up $173,892 (+65%) from 2022

Expenses

Up

$172,216

Up $56,332 (+49%) from 2022

Net Income

Up

$268,540

Up $117,560 (+78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2023

Assets$770,985
Liabilities$0
Net Assets$770,985
Open 2023 Filing

Operations Trend

Revenue Growth85th 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

2023

Revenue$440,756
Expenses$172,216
Net Income$268,540
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 8, 2024
Return Version
2022v5.0
Gross Receipts
$440,756
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-
Cash and Non-Interest-Bearing Accounts$416,280$248,388▼ $167,892
Savings and Temporary Cash Investments-$129,059-
Total Assets$416,280$770,985▲ $354,705
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$416,280$770,985▲ $354,705
Total Net Assets Fund Balance$416,280$770,985▲ $354,705
Total Liabilities and Net Assets / Fund Balance$416,280$770,985▲ $354,705
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dr Roger P KarlssonTrusteeFT$45,617$45,617

Board Members and Trustees

NameTitle
Mini T LeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$13,414
Program Service Revenue
$426,910
Investment Income
$432
Other Revenue
$0
All Other Contributions
$13,414
Change in Net Assets
$268,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,216
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 Other$96,221--$96,221
Travel$47,031--$47,031
Occupancy$18,227--$18,227
Conferences and Meetings$9,155--$9,155
Advertising$1,582--$1,582
Total Functional Expenses$172,216$0$0$172,216
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 E CAMPBELL AVE SUITE 170, CAMPBELL, CA 95008

Signing Officer

Name
Mini T Le
Title
Trustee
Phone
5108475592
Signed
2024-05-08
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

“Administration 4,015 0 0 business gift 1,036 0 0 ceu 2,275 0 0 computer related expenses 413 0 0 consultations 6,318 0 0 continuing ed. 600 0 0 equipment 315+225+44 584 0 0 ground transporttion for bus 2,752 0 0 id protection 156 0 0 internet service provider 758 0 0 insurance for office 1,004 0 0 liability insurance 1,239 0 0 license 253 0 0 literature 6,500 0 0 memberships 4,009 0 0 office furnishings 1,278 0 0 office supplies 1,270 0 0 phone 1,077 0 0 postage 181 0 0 professional development 6,639 0 0 promotional materials 2,516 0 0 prof. Servs. Incld tax prep 2,227 0 0 software 1,112 0 0 board member reimbursements 48,009 0 0 total 96,221 0 0”

Form 990, Part XI, Line 9

“Market fluctuations 86,165”

Raw XML Appendix280 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATION 4,015 0 0 BUSINESS GIFT 1,036 0 0 CEU 2,275 0 0 COMPUTER RELATED EXPENSES 413 0 0 CONSULTATIONS 6,318 0 0 CONTINUING ED. 600 0 0 EQUIPMENT 315+225+44 584 0 0 GROUND TRANSPORTTION FOR BUS 2,752 0 0 ID PROTECTION 156 0 0 INTERNET SERVICE PROVIDER 758 0 0 INSURANCE FOR OFFICE 1,004 0 0 LIABILITY INSURANCE 1,239 0 0 LICENSE 253 0 0 LITERATURE 6,500 0 0 MEMBERSHIPS 4,009 0 0 OFFICE FURNISHINGS 1,278 0 0 OFFICE SUPPLIES 1,270 0 0 PHONE 1,077 0 0 POSTAGE 181 0 0 PROFESSIONAL DEVELOPMENT 6,639 0 0 PROMOTIONAL MATERIALS 2,516 0 0 PROF. SERVS. INCLD TAX PREP 2,227 0 0 SOFTWARE 1,112 0 0 BOARD MEMBER REIMBURSEMENTS 48,009 0 0 TOTAL 96,221 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY L HAUPT EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-13T13:22:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MINI T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$770,985
Liabilities
$0
Net assets
$770,985
Revenue
$440,756
Expenses
$172,216
Net income
$268,540
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