Keystone Alliance

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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

Greg Petersen

Phone

7733055000

Tax Period

2023-07-01 to 2024-06-30

Keystone Alliance, founded in 2009, is a community nonprofit in the Health Care sector that reported $3.5M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

KEYSTONE ALLIANCE IS AN ADMINISTRATIVE SERVICES PROVIDER FOUNDED BY NONPROFITS FOR NONPROFITS. KEYSTONE ALLIANCE SERVICES EMPOWER MISSION-BASED ORGANIZATIONS THROUGH COLLABORATION, INNOVATION, AND ADVOCACY. KEYSTONE ALLIANCE CURRENTLY PROVIDES SERVICES TO NON-PROFIT ORGANIZATIONS INCLUDING THREE OF ITS AFFILIATES. LIKE ITS AFFILIATES, KEYSTONE ALLIANCE WAS FOUNDED ON THE SIMPLE BELIEF THAT COMMUNITIES ARE MADE BETTER WHEN ALL THEIR CITIZENS GET THE CHANCE TO CONTRIBUTE.

Program Service Accomplishments

Program 1

Expenses: $0

KEYSTONE ALLIANCE WAS CREATED TO PROVIDE ADMINISTRATIVE SERVICES FOR MISSION-BASED ORGANIZATIONS. KEYSTONE ALLIANCE SERVICES INCLUDE EXECUTIVE AND FINANCIAL MANAGEMENT, INFORMATION TECHNOLOGY, HUMAN...

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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 $194,900

Program Service Revenue $0

Investment Income $7,834

Other Revenue $3,275,683

TOTAL REVENUE $3,478,417

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,701,462

Fundraising Expenses $0

Program Expenses $0

Other Expenses $762,355

TOTAL EXPENSES $3,463,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,478,417	$3,210,174	+0.1%
Expenses	$3,463,817	$2,895,929	+0.2%
Net Income	$14,600	$314,245	-1.0%

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

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

$858,798

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greg Petersen	President/CEO	40.0	Officer	$192,864	$38,000	$230,864
KIMBERLY BERENBERG	CEO OF GLENKIRK	40.0	Highest	$180,613	$28,440	$209,053
Ernesto Hernandez	Chief Information Officer	40.0	Officer	$143,734	$22,000	$165,734
Linda Coleman	Assistant Treasurer	40.0	Officer	$138,438	$9,871	$148,309
Judith Caribeaux	Chief Collaborations Officer	40.0	Officer	$126,647	$9,817	$136,464
Samantha Zajac	Assistant Secretary	40.0	Officer	$98,112	$7,837	$105,949
Tom Kenter	Chief Financial Officer	40.0	Officer	$61,180	$10,298	$71,478
Alan Nadolna	Chair	1.0	Officer Director	$0	$0	$0
Barb Siegan	Secretary	1.0	Officer Director	$0	$0	$0
Paul Pappageorge	Treasurer	1.0	Officer Director	$0	$0	$0
Art Fess	Vice Chair	1.0	Officer Director	$0	$0	$0
Roger Baron	Director	1.0	Director	$0	$0	$0
Ray Covyeau	Director	1.0	Director	$0	$0	$0
John Friedland	Director	1.0	Director	$0	$0	$0
Pete Petersen	Director	1.0	Director	$0	$0	$0
Kenneth Jenero	Director	1.0	Director	$0	$0	$0
Dave Wesselink	Director	1.0	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
2025	No data	No data	No data	No data
2024	$3,478,417	$3,463,817	$2,189,401	$14,600
2023	$3,210,174	$2,895,929	$2,274,776	$314,245
2022	$2,613,637	$2,398,512	$1,345,016	$215,125
2021	$2,358,365	$2,274,868	$1,024,529	$83,497
2020	$2,265,616	$2,245,800	$736,244	$19,816
2019	$2,194,816	$2,194,198	$490,797	$618
2018	$2,174,814	$2,132,806	$574,932	$42,008