Civic Intelligence

Kara

990 • Fiscal year 2018 • EIN 94-2431483

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 14, 2019

457 Kingsley AvenuePalo Alto, CA 94301

(650) 321-5272

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$137,917

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-4.7%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,250,505

Up $184,341 (+17%) from 2017

Net Assets

Up

$1,183,406

Up $163,539 (+16%) from 2017

Liabilities

Up

$67,099

Up $20,802 (+45%) from 2017

Revenue

Down

$1,378,622

Down $67,365 (-4.7%) from 2017

Expenses

Up

$1,211,331

Up $82,553 (+7.3%) from 2017

Net Income

Down

$167,291

Down $149,918 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $619,913Liabilities 2011: $41,487Net Assets 2011: $578,4262011Assets 2012: $532,851Liabilities 2012: $50,992Net Assets 2012: $481,8592012Assets 2013: $427,103Liabilities 2013: $42,490Net Assets 2013: $384,6132013Assets 2014: $577,761Liabilities 2014: $40,976Net Assets 2014: $536,7852014Assets 2015: $601,159Liabilities 2015: $42,980Net Assets 2015: $558,1792015Assets 2016: $741,924Liabilities 2016: $37,525Net Assets 2016: $704,3992016Assets 2017: $1,066,164Liabilities 2017: $46,297Net Assets 2017: $1,019,8672017Assets 2018: $1,250,505Liabilities 2018: $67,099Net Assets 2018: $1,183,4062018Assets 2019: $1,374,585Liabilities 2019: $60,458Net Assets 2019: $1,314,1272019Assets 2020: $1,651,817Liabilities 2020: $78,148Net Assets 2020: $1,573,6692020Assets 2021: $1,917,947Liabilities 2021: $96,528Net Assets 2021: $1,821,4192021Assets 2022: $1,945,177Liabilities 2022: $103,995Net Assets 2022: $1,841,1822022Assets 2023: $1,947,820Liabilities 2023: $114,774Net Assets 2023: $1,833,0462023Assets 2024: $2,013,583Liabilities 2024: $137,664Net Assets 2024: $1,875,9192024

Highlighted filing

2018

Assets$1,250,505
Liabilities$67,099
Net Assets$1,183,406

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $255,450Expenses 2011: $234,809Net Income 2011: $20,6412011Revenue 2012: $883,322Expenses 2012: $980,053Net Income 2012: -$96,7312012Revenue 2013: $833,213Expenses 2013: $930,130Net Income 2013: -$96,9172013Revenue 2014: $1,041,845Expenses 2014: $889,669Net Income 2014: $152,1762014Revenue 2015: $993,432Expenses 2015: $972,027Net Income 2015: $21,4052015Revenue 2016: $1,216,573Expenses 2016: $1,070,342Net Income 2016: $146,2312016Revenue 2017: $1,445,987Expenses 2017: $1,128,778Net Income 2017: $317,2092017Revenue 2018: $1,378,622Expenses 2018: $1,211,331Net Income 2018: $167,2912018Revenue 2019: $1,493,925Expenses 2019: $1,377,717Net Income 2019: $116,2082019Revenue 2020: $1,600,887Expenses 2020: $1,349,336Net Income 2020: $251,5512020Revenue 2021: $1,695,498Expenses 2021: $1,447,781Net Income 2021: $247,7172021Revenue 2022: $1,756,065Expenses 2022: $1,738,431Net Income 2022: $17,6342022Revenue 2023: $1,821,655Expenses 2023: $1,832,849Net Income 2023: -$11,1942023Revenue 2024: $2,100,519Expenses 2024: $2,058,140Net Income 2024: $42,3792024

Highlighted filing

2018

Revenue$1,378,622
Expenses$1,211,331
Net Income$167,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 14, 2019
Return Version
2018v3.1
Gross Receipts
$1,417,312
Mission and Program Overview

Mission

Kara provides grief support for children, teens, families and adults. Guided by its core values of empathy and compassion, and belief that loss and grief impact everyone, Kara supports people of all ages on their journey through grief so they can move toward renewed hope and meaning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$803,875$956,182▲ $152,307
Investments in Publicly Traded Securities$178,537$213,293▲ $34,756
Pledges and Grants Receivable$58,684$56,278▼ $2,406
Prepaid Expenses and Deferred Charges$10,468$13,173▲ $2,705
Land, Buildings, and Equipment, Net$10,704$8,359▼ $2,345
Accounts Receivable$3,896$3,220▼ $676
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,066,164$1,250,505▲ $184,341
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$46,297$67,099▲ $20,802
Total Liabilities$46,297$67,099▲ $20,802
Net Assets / Fund Balance
Unrestricted Net Assets$960,867$1,110,406▲ $149,539
Temporarily Rstr Net Assets$59,000$73,000▲ $14,000
Total Net Assets Fund Balance$1,019,867$1,183,406▲ $163,539
Total Liabilities and Net Assets / Fund Balance$1,066,164$1,250,505▲ $184,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,359$16,585$24,944
Other Land Buildings-$16,827$16,827
Leasehold Improvements-$2,711$2,711
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim Santucci CPAExecutive DirectorFT$125,649$12,268$137,917

Board Members and Trustees

NameTitle
Linda AronsonPresident
Kimberly GriffinVice President
Elizabeth QuinnAt Large
Jessica MatsumoriAt large
Margarita MalagonAt Large
Paul G ResnickAt Large
Warren ChiangAt Large
William J GoinesAt Large
Matt WattsSecretary
Rose ChenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,172,198
Program Service Revenue
$178,680
Investment Income
$6,051
Other Revenue
$21,693
All Other Contributions
$1,052,674
Change in Net Assets
$167,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$793,318
Other Expenses$418,013
Total Fundraising Expense$204,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$450,211$48,181$43,527$541,919
Occupancy$124,368$6,510$8,751$139,629
Current Officers, Directors, Trustees, and Key Employees$41,375$27,583$68,959$137,917
Fees for Services Other$91,800-$14,737$106,537
Other Employee Benefits$46,901$5,378$5,539$57,818
Payroll Taxes$40,635$6,123$8,906$55,664
All Other Expenses$12,113$2,549$7,122$21,784
Fees for Services Accounting-$15,938-$15,938
Advertising$7,821$5,092$2,200$15,113
Other Expenses$10,794$13,353$3,963$10,794
Conferences and Meetings$5,111$5,602-$10,713
Information Technology$3,233$562$6,672$10,467
Insurance$6,861$1,034$1,504$9,399
Travel$3,599--$3,599
Depreciation Depletion$1,712$258$375$2,345
Fees for Services Management-$350-$350
Total Functional Expenses$860,798$146,095$204,438$1,211,331
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$24,643
Fundraising Direct Expenses$9,951
Gaming Gross Income$9,345
Gaming Direct Expenses$2,344
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala Event$127,743$24,643-$24,643
Total Events$127,743$24,643$9,951$14,692
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The tax return is prepared by a Certified Public Accountant and is forwarded to the Primary Officer for review. The tax return is made available to all board members prior to its filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually, each Board Member signs a Conflict of Interest Statement, which declares the following:No member of the Kara Board of Directors shall derive any personal profit or gain, directly or indirectly, by reason of his or her participation in Kara. Each individual shall disclose to Kara any personal interest which he or she may have in any matter pending before the organization and shall refrain from participation in any decision on such matter. Any member of Karas Board of Directors shall refrain from obtaining any list of Karas clients for personal or private solicitation purposes at any time during the term of their affiliation. In addition, each Board member shall declare any board member service for other organizations as well as their current employer if applicable. The signed Conflict of Interest Statement further certifies that except with regard to carrying out their duties as an office or director of Kara or as described below, they are currently not, nor at any time during the past year have been: 1)A participant, directly or indirectly, in any arrangement, agreement, investment, or other activity with any vendor, supplier, or other party; doing business with Kara which has resulted or could result in person benefit. 2)A recipient, directly or indirectly, of any salary payments or loans or gifts of any kind or any free service or discounts or other fees from or on behalf of any person or organization engaged in any transaction with Kara. Any exceptions to 1 or 2 are attached with a full description of the transactions and of the interest, whether direct or indirect, which they have (or have had during the past year) in the persons or organizations having transactions with Kara.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The ED salary is set when a new ED is hired based on both level of qualification and a review of a current nonprofit salary survey for northern California, to see what EDs make in similar organizations. The salary is then reviewed annually and raises are based on performance and financial resources.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization makes its governing documents available to the public via the internet through the guidestar website or via directly upon request.

Filing and Contact Details

Filer

Filer Name
Kara
EIN
94-2431483
Phone
6503215272
Address
457 Kingsley Avenue, Palo Alto, CA 94301

Signing Officer

Name
Jim Santucci CPA
Title
Executive Director
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Santucci CPA
Formed
1976
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
16
Volunteers
259

Preparer

Firm
Iryna Ac
Address
1000 Broadway 200-G, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
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IRS990/Desc0Serving the SF Bay Area since 1976, Kara provides comprehensive grief support and education services to the community through individual and group peer support; in-house psychotherapy; on site crisis intervention; bereavement education and training services; Camp Erin, a bereavement camp for children 6-17 years old; and community events. Staff and over 200 trained volunteers provide the care, compassion, connection, and community necessary to facilitate healing for those who ae grieving. Peer support grief services are provided on a donation basis and without limit to the duration. In addition, fee-based therapeutic services are provided on a sliding scale.Karas services are designed to meet the unique needs of those coping with loss and grief. These services are provided through the following programs: Youth & Family Services and Adult Services: These two programs offer extensive and high quality services to meet the unique needs of individuals (children, adolescents, adults and seniors) and families who have experienced a loss or are anticipating a death. Services are provided in both group and individual formats and in English and Spanish. Community Outreach and Training & Education Services: Kara provides on- site critical incident and crisis intervention and grief education services to schools, companies and community organizations dealing with death, trauma, and loss. Clinical Therapy Services: Kara provides individual, couples and family therapy (on a sliding-scale basis) for those whose grief is coupled with clinical issues that necessitate support beyond what a peer-support model can provide, such as depression, substance abuse, anxiety or PTSD. Community Events: Annual WalknRun to Remember, Annual Day of the Dead (Da de los Muertos) Celebration, and Annual Candlelight Service of Remembrance2018 AccomplishmentsKara served over 5,900 Bay Area community members with highlights as follows: 807 individuals received support in our peer groups and workshops for adults and children;84 children attended our summer bereavement camp for kids & teens - Camp Erin;Over 3,100 children and adults from 109 agencies received support from our Community Outreach and Education Program in English and Spanish through 241 service events;144 adults and children received 2,029 hours of support from our therapy program;265 adults received ongoing support through our one-to-one peer counseling in Spanish and English; 930 community members received grief support consultations; and550 individuals participated in our community events (WalknRun to Remember, Day of the Dead Celebration, and Candlelight Service of Remembrance.259 volunteers provided over 13,000 hours in service to the bereavedA mother with elementary, middle and high school-aged children served by Kara shared the following: I cant thank you enough for all that Kara has given us. A friend said to me recently, You were so broken for so long. Its good to see your old self emerge and see you able to laugh and be happy again. There are many factors that helped us put the pieces back together, and Kara was one of the big ones. I am eternally grateful for what my children and I have gotten from the program. Listening and learning from the group leaders and from other survivors has been essential to our recovery.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt5At Large
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IRS990/MissionDesc0Kara provides grief support for children, teens, families and adults. Guided by its core values of empathy and compassion, and belief that loss and grief impact everyone, Kara supports people of all ages on their journey through grief so they can move toward renewed hope and meaning.
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IRS990/OtherExpensesGrp/FundraisingAmt110795
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013173
IRS990/PrincipalOfficerNm0Jim Santucci CPA
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt023165

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.14$1.88$2.10$2.06$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.11$1.83$1.82$1.83$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.95$0.10$1.84$1.76$1.74$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.10$1.82$1.70$1.45$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.08$1.57$1.60$1.35$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.37$0.06$1.31$1.49$1.38$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.07$1.18$1.38$1.21$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.05$1.02$1.45$1.13$0.32
2016Summary only. Only limited summary data is available for this year.$0.74$0.04$0.70$1.22$1.07$0.15
2015Summary only. Only limited summary data is available for this year.$0.60$0.04$0.56$0.99$0.97$0.02
2014Summary only. Only limited summary data is available for this year.$0.58$0.04$0.54$1.04$0.89$0.15
2013Summary only. Only limited summary data is available for this year.$0.43$0.04$0.38$0.83$0.93$0.10
2012Summary only. Only limited summary data is available for this year.$0.53$0.05$0.48$0.88$0.98$0.10
2011Summary only. Only limited summary data is available for this year.$0.62$0.04$0.58$0.26$0.23$0.02