The Keystone Foundation

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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

1982

Legal Domicile

Principal Officer

GREG PETERSEN

Phone

7733055000

Tax Period

2022-07-01 to 2023-06-30

The Keystone Foundation, founded in 1982, is a micro nonprofit that reported $45K in total revenue in fiscal year 2022. The organization ran a surplus of $42K, a strong 94% operating margin.

Mission

THE KEYSTONE FOUNDATION SUPPORTS COMMUNITIES BY SUPPORTING GLENKIRK AND SEARCH, TWO OF ITS NONPROFIT AFFILIATES. GLENKIRK AND SEARCH PROVIDE IMPORTANT SERVICES AND PROGRAMS WHICH EMPOWER HUNDREDS OF PEOPLE WITH INTELLECTUAL DISABILITIES AND THEIR FAMILIES EVERY DAY. THE KEYSTONE FOUNDATION SUPPORTS GLENKIRK AND SEARCH THROUGH A MYRIAD OF FUNDRAISING ADVOCACY ENDEAVORS.

Program Service Accomplishments

Program 1

Expenses: $0

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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 (2022)

Revenue Breakdown

Contributions & Grants $30,000

Program Service Revenue $0

Investment Income $14,815

Other Revenue $0

TOTAL REVENUE $44,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,645

TOTAL EXPENSES $2,645

Year-over-Year Comparison

	2022	2021	Change
Revenue	$44,815	$42,243	+0.1%
Expenses	$2,645	$2,593	+0.0%
Net Income	$42,170	$39,650	+0.1%

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

N/A

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

$466,166

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG PETERSEN	PRESIDENT	40.0	Officer	$0	$32,000	$214,879
LINDA COLEMAN	ASSISTANT TREASURER	40.0	Officer	$0	$20,000	$160,882
SAMANTHA ZAJAC	ASSISTANT SECRETARY	40.0	Officer	$0	$6,561	$90,405
TOM MASON	VICE CHAIR	1.0	Officer Director	$0	$0	$0
DAVID STAUB	CHAIR	1.0	Officer Director	$0	$0	$0
DAVE WESSELINK	Treasurer	1.0	Officer Director	$0	$0	$0
JOE WILKINS	secretary	1.0	Officer 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	No data	No data	No data	No data
2023	$44,815	$2,645	$726,282	$42,170
2022	$42,243	$2,593	$625,407	$39,650
2021	$53,255	$2,701	$688,466	$50,554
2020	$89,921	$3,090	$510,456	$86,831
2019	$85,837	$2,889	$428,354	$82,948
2018	$81,874	$5,555	$323,955	$76,319