Skip to content
Nonprofiteer
← KEYSTONE ALLIANCE

Form 990 for tax year 2023

Filed by KEYSTONE ALLIANCE.

Totals

Total revenue
$3,478,417
Total expenses
$3,463,817
Contributions and grants received
$194,900
Grants paid
$0
Program service revenue
$0
Investment income
$7,834
Other revenue
$3,275,683
Total assets, end of year
$2,189,401
Total liabilities, end of year
$1,391,886
Net assets or fund balances, end of year
$797,515
Program services expenses (Part IX)
$0
Management and general expenses
$3,463,817
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $194,900

  • 3 · Investment income

    total $7,834 · related or exempt $7,834

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MANAGEMENT FEES

    total $2,893,959 · related or exempt $2,893,959

  • 11b · Other revenue: SALE OF SERVICES

    total $381,724 · related or exempt $381,724

  • 11e · Other revenue, total

    $3,275,683

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $236,550 · management and general $236,550

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,928,692 · management and general $1,928,692

  • 8 · Pension plan contributions

    total $173,294 · management and general $173,294

  • 9 · Other employee benefits

    total $203,497 · management and general $203,497

  • 10 · Payroll taxes

    total $159,429 · management and general $159,429

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $3,327 · management and general $3,327

  • 11c · Fees: accounting

    total $188,734 · management and general $188,734

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $107,316 · management and general $107,316

  • 12 · Advertising and promotion

    total $1,305 · management and general $1,305

  • 13 · Office expenses

    total $24,101 · management and general $24,101

  • 14 · Information technology

    total $60,866 · management and general $60,866

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $189,547 · management and general $189,547

  • 17 · Travel

    total $20,256 · management and general $20,256

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $51,620 · management and general $51,620

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $13,700 · management and general $13,700

  • 23 · Insurance

    total $21,262 · management and general $21,262

  • 24a · Other expenses: TELEPHONE & UTILITIES

    total $37,696 · management and general $37,696

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $11,114 · management and general $11,114

  • 24c · Other expenses: EQUIPMENT RENTAL

    total $6,528 · management and general $6,528

  • 24d · Other expenses: MISCELLANEOUS

    total $24,983 · management and general $24,983

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,224,907 · end of year $959,218

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $7,335 · end of year $35,789

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,556 · end of year $17,711

  • 10a · Land, buildings and equipment: cost or other basis

    $106,040

  • 10b · Land, buildings and equipment: accumulated depreciation

    $57,944

  • 10c · Land, buildings and equipment, net

    beginning of year $13,742 · end of year $48,096

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $999,236 · end of year $1,128,587

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,343 · end of year $65,070

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $63,667 · end of year $63,667

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,356,851 · end of year $1,263,149

  • 27 · Net assets without donor restrictions

    beginning of year $782,915 · end of year $797,515

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

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.

Activities or mission (Part I)

see attachment 1

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

As filed on the 2023 return.

Listed in Part VII

  • Greg Petersen

    President/CEO

    Total calculated
    $230,864
    From this org
    $192,864
    From related orgs
    $0
    Other
    $38,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,864
    Bonus
    not reported
    Other
    not reported
    Deferred
    $38,000
    Nontaxable benefits
    not reported
    Filer's total
    $230,864

  • KIMBERLY BERENBERG

    CEO OF GLENKIRK

    Total calculated
    $209,053
    From this org
    $180,613
    From related orgs
    $0
    Other
    $28,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,613
    Bonus
    not reported
    Other
    not reported
    Deferred
    $28,440
    Nontaxable benefits
    not reported
    Filer's total
    $209,053

  • Ernesto Hernandez

    Chief Information Officer

    Total calculated
    $165,734
    From this org
    $143,734
    From related orgs
    $0
    Other
    $22,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,734
    Bonus
    not reported
    Other
    not reported
    Deferred
    $22,000
    Nontaxable benefits
    not reported
    Filer's total
    $165,734

  • Linda Coleman

    Assistant Treasurer

    Total calculated
    $148,309
    From this org
    $138,438
    From related orgs
    $0
    Other
    $9,871
    Hours/week
    40

  • Judith Caribeaux

    Chief Collaborations Officer

    Total calculated
    $136,464
    From this org
    $126,647
    From related orgs
    $0
    Other
    $9,817
    Hours/week
    40

  • Samantha Zajac

    Assistant Secretary

    Total calculated
    $105,949
    From this org
    $98,112
    From related orgs
    $0
    Other
    $7,837
    Hours/week
    40

  • Tom Kenter

    Chief Financial Officer

    Total calculated
    $71,478
    From this org
    $61,180
    From related orgs
    $0
    Other
    $10,298
    Hours/week
    40

  • Alan Nadolna

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Barb Siegan

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Paul Pappageorge

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Art Fess

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Roger Baron

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ray Covyeau

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Friedland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Pete Petersen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Jenero

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dave Wesselink

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • Glenkirk

    501(c)(3) · NONPROFIT · IL

    Directly controlled by Glenkirk

  • Keystone Foundation

    501(c)(3) · NONPROFIT · IL

    Directly controlled by Keystone FDN

  • Search Inc

    501(c)(3) · NONPROFIT · IL

    Directly controlled by Search

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Keystone Consultative LLC

    mgmt services · IL · income $139,243 · assets $139,243

    Directly controlled by keystone all

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 February 2025
IRS schema version
2023v6.0
Source object
202521299349301712

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.