KEYSTONE PROGRESS EDUCATION FUND (EIN 264311107) - 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

CARL CHOPER

Phone

4122878690

Tax Period

2023-01-01 to 2023-12-31

KEYSTONE PROGRESS EDUCATION FUND, founded in 2009, is a small nonprofit in the Civil Rights & Advocacy sector that reported $253K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $220K left a modest 13% surplus.

Mission

KEYSTONE PROGRESS EDUCATION FUND PROVIDES EDUCATION ON PUBLIC AFFAIRS AND COMMUNICATION TRAINING AND SUPPORT FOR COMMUNITY ORGANIZATIONS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $203,050

Program Service Revenue $50,000

Investment Income $16

Other Revenue $0

TOTAL REVENUE $253,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,546

Fundraising Expenses $16,283

Program Expenses $168,685

Other Expenses $76,226

TOTAL EXPENSES $219,772

Year-over-Year Comparison

	2023	2022	Change
Revenue	$253,066	$293,404	-0.1%
Expenses	$219,772	$272,363	-0.2%
Net Income	$33,294	$21,041	+0.6%

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

250

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

Total Directors

$81,923

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL CHOPER	CHAIRMAN	2.00	Officer	$0	$0	$0
PATRICK CLARK	SECRETARY	2.00	Officer	$0	$0	$0
STEPHANIE SUN	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISA GRISHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA MANION	BOARD MEMBER	2.00	Director	$0	$0	$0
LAURA NEVITT	EXECUTIVE DI	20.00	Director	$79,423	$2,500	$81,923

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	No data	No data	No data	No data
2023	$253,066	$219,772	$373,965	$33,294
2022	$293,404	$272,363	$318,843	$21,041
2021	$281,823	$283,892	$277,499	$-2,069
2020	$383,230	$277,236	$286,412	$105,994
2019	$536,814	$624,400	$172,444	$-87,586
2018	$376,008	$166,796	$260,030	$209,212

KEYSTONE PROGRESS EDUCATION FUND