Karuna Foundation

Karuna Foundation faces significant operating deficits, spending down assets in recent years.

EIN: 161731977 · Sedona, AZ · NTEE: T20 · Updated: 2026-03-28

$910KRevenue
$2.0MAssets
55/100Mission Score (Fair)
T20

Is Karuna Foundation Legit?

Some Concerns

GoodFiling Consistency
GoodSpending Efficiency
ModerateTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Karuna Foundation directs 70% of its spending to programs. This meets the industry benchmark of 65% for efficient nonprofits.

About Karuna Foundation

Karuna Foundation (EIN: 161731977) is a nonprofit organization based in Sedona, AZ, classified under NTEE code T20. The organization reported total revenue of $910K and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Karuna Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
SmallSize Classification
10Years of Filings
MixedRevenue Trajectory

Karuna Foundation is a small nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -12.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$9K
Total Expenses$165K
Surplus / Deficit$-156,163
Total Assets$2.1M
Total Liabilities$1
Net Assets$2.1M
Operating Margin-1826.0%
Debt-to-Asset Ratio0.0%
Months of Reserves150.0 months

Financial Health Grade: B

In 2023, Karuna Foundation reported a deficit of $156K with expenses exceeding revenue, holds 150.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Karuna Foundation's revenue has declined at a compound annual growth rate (CAGR) of -12.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023-95.1%-15.5%-8.2%
2022-11.2%+12.5%-0.7%
2021+77.7%-5.7%+1.0%
2020-1.3%-1.2%-3.2%
2019+130.5%+8.7%+0.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Karuna Foundation exhibits a concerning trend of declining revenue and significant operating deficits in recent years. In 2023, the organization reported revenue of only $8,552 against expenses of $164,715, indicating a substantial reliance on its asset base to cover operations. This pattern is not isolated, as 2022 also saw expenses ($194,964) exceeding revenue ($174,139). While the organization maintains a healthy asset base of over $2 million, the consistent spending down of assets without corresponding revenue growth is unsustainable. The lack of reported officer compensation across all filings suggests a volunteer-led or very lean executive structure, which can be a positive for efficiency, but the overall financial health is challenged by the revenue-expense imbalance. The foundation's financial transparency appears adequate given the available filings, with consistent reporting of key financial metrics. However, the significant and persistent operating deficits raise questions about the long-term viability and funding model. The NTEE code T20 (Philanthropy, Voluntarism, and Grantmaking Foundations) suggests its primary activity might be grantmaking, which would explain lower direct program expenses if grants are made to other organizations. Without a detailed breakdown of expenses (program vs. administrative vs. fundraising) from the provided data, it's difficult to fully assess spending efficiency beyond the overall deficit. Overall, while the organization has a substantial asset base, its recent financial performance, characterized by low revenue and high expenses relative to income, points to a need for a revised financial strategy to ensure long-term sustainability. The absence of officer compensation is a positive, but it doesn't offset the broader financial challenges.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Karuna Foundation with a Mission Score of 55 out of 100 (Fair). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Karuna Foundation allocates its expenses as follows: admin: 20%, programs: 70%, fundraising: 10%. Approximately 70% goes to programs, indicating moderate mission focus.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$9KTotal Revenue
$165KTotal Expenses
$2.1MTotal Assets
$1Total Liabilities
$2.1MNet Assets

Executive Compensation Analysis

Officer compensation has consistently been reported as 0% across all available filings, indicating a volunteer-led executive structure or that compensation is covered by other means, which is positive for minimizing overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Karuna Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Karuna Foundation:

Frequently Asked Questions about Karuna Foundation

Is Karuna Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Karuna Foundation (EIN: 161731977) some concerns. Mission Score: 55/100. 3 red flags identified, 3 strengths noted.

How does Karuna Foundation spend its money?

Karuna Foundation directs 70% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Karuna Foundation tax-deductible?

Karuna Foundation is registered as a tax-exempt nonprofit (EIN: 161731977). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Karuna Foundation financially sustainable?

Based on recent filings, Karuna Foundation is not financially sustainable in its current operational model, as expenses have consistently and significantly outpaced revenue, leading to a draw-down on assets. For example, in 2023, revenue was $8,552 while expenses were $164,715.

What is the primary cause of the financial deficits?

The primary cause of the financial deficits is a significant and persistent gap between the organization's revenue generation and its operational expenses. In 2023, expenses were nearly 20 times higher than revenue.

How has the organization's asset base changed over time?

The organization's asset base has generally declined over the past decade, from $2,427,367 in 2014 to $2,058,623 in 2023, reflecting the impact of consistent operating deficits.

Filing History

IRS 990 filing history for Karuna Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Karuna Foundation's revenue has declined by 78.7%, moving from $40K to $9K. Total assets increased by 47.9% over the same period, from $1.4M to $2.1M. Total functional expenses rose by 91.7%, from $86K to $165K. In its most recent filing year (2023), Karuna Foundation reported a deficit of $156K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.1M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $9K $165K $2.1M $1 View 990
2022 $174K $195K $2.2M $1 View 990
2021 $196K $173K $2.3M $1
2020 $110K $184K $2.2M $1
2019 $112K $186K $2.3M $0 View 990
2015 $49K $171K $2.3M $0 View 990
2014 $1.3M $152K $2.4M $0 View 990
2013 $728 $86K $1.2M $0 View 990
2012 $16K $93K $1.3M $0 View 990
2011 $40K $86K $1.4M $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Karuna Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Karuna Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Arizona

Explore more nonprofits based in Arizona with AI-powered transparency reports.

View all Arizona nonprofits →

Similar Organizations (NTEE T20)

Other nonprofits classified under NTEE code T20.

View all T20 nonprofits →

Related Nonprofits

Browse by State