Karen Organization of San Diego (EIN 272917644) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Nao Kabashima

Phone

6195820783

Tax Period

2024-01-01 to 2024-12-31

Karen Organization of San Diego, founded in 2009, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 42% operating deficit.

Mission

To provide social services, educational enhancement, opportunities for cultural preservation and community building for the Karen and other ethnic minority groups from Burma who reside in San Diego.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,180,068

Program Service Revenue $7,406

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,187,474

Expense Breakdown

Grants Paid $417,819

Salaries & Benefits $923,966

Fundraising Expenses $33,056

Program Expenses $1,437,025

Other Expenses $348,684

TOTAL EXPENSES $1,690,469

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,187,474	$1,654,703	-0.3%
Expenses	$1,690,469	$1,732,644	0.0%
Net Income	$-502,995	$-77,941	+5.5%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

135

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$82,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nao Kabashima	Executive Director	040.00	Officer	$82,281	$0	$82,281
Andrew Rae	Board Member	002.00	Director	$0	$0	$0
Claire Enemark	Board Co-Chair	002.00	Officer Director	$0	$0	$0
Gregory Stone	Board Co- Treasurer	002.00	Officer Director	$0	$0	$0
Yaw Lay Htoo	Board Co-Chair	002.00	Officer Director	$0	$0	$0
Law Mae	Board Member	002.00	Director	$0	$0	$0
Ma Nyo	Board Member	002.00	Director	$0	$0	$0
Thager Mweeheh	Board Member	002.00	Director	$0	$0	$0
Alice Guittard	Board Co-Secretary	002.00	Officer Director	$0	$0	$0
Lucia Klaw Meh	Board Member	002.00	Director	$0	$0	$0
Seng Myu Awng N Hkum	Board Member	002.00	Director	$0	$0	$0
Nyint Kyi	Board Member	002.00	Director	$0	$0	$0
Eh Khu Wah	Board Member	002.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,187,474	$1,690,469	$489,197	$-502,995
2023	$1,654,703	$1,732,644	$1,080,360	$-77,941
2022	$1,820,546	$1,208,880	$1,062,041	$611,666
2021	$981,434	$851,828	$367,790	$129,606
2020	$510,639	$375,653	$281,182	$134,986
2019	$286,496	$286,398	$87,973	$98
2018	$238,608	$260,383	$86,955	$-21,775

Karen Organization of San Diego