2024-05-14T09:58:11-05:00 2023-06-30 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2022-07-01 300582110 Keystone Alliance % LINDA COLEMAN KEYS 7733055000 1925 N Clybourn Suite 200 Chicago IL 60614 Linda Coleman CFO 7733055000 2024-05-15 true Linda Coleman XXX-XX-XXXX DAPHNE MCCOY P00223571 8472055000 2 2022 2023-04-26 12:10:37Z Greg Petersen 1925 N CLYBOURN SUITE 200 Chicago IL 60614 3210174 false X www.keystonealliance.org X 2009 IL see attachment 1 11 11 27 11 0 191000 436995 0 0 0 0 2422637 2773179 2613637 3210174 0 0 0 0 1903779 2216979 0 0 0 494733 678950 2398512 2895929 215125 314245 1345016 2274776 876346 1491861 468670 782915 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. false false 0 0 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. 0 true true false false false false false false false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true false false false true 6 0 true 27 true false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false IL X LINDA COLEMAN 7733055000 1925 N CLYBOURN SUITE 200 CHICAGO IL 60614 Greg Petersen President/CEO 40.0 0.0 X 182879 0 32000 KIMBERLY BERENBERG CEO 40.0 0.0 X 166728 0 26535 Ernesto Hernandez Chief Information Officer 40.0 0.0 X 139652 0 22000 Linda Coleman Assistant Treasurer 40.0 0.0 X 140882 0 20000 Samantha Zajac Assistant Secretary 40.0 0.0 X 83844 0 6561 Alan Nadolna Chair 1.0 0.0 X X 0 0 0 Barb Siegan Secretary 1.0 0.0 X X 0 0 0 Paul Pappageorge Treasurer 1.0 0.0 X X 0 0 0 Art Fess Vice Chair 1.0 0.0 X X 0 0 0 Roger Baron Director 1.0 0.0 X 0 0 0 Dr Bruce Bennin Director 1.0 0.0 X 0 0 0 Ray Covyeau Director 1.0 0.0 X 0 0 0 John Friedland Director 1.0 0.0 X 0 0 0 Pete Petersen Director 1.0 0.0 X 0 0 0 Kenneth Jenero Director 1.0 0.0 X 0 0 0 Dave Wesselink Director 1.0 0.0 X 0 0 0 713985 0 107096 4 false true false 0 309662 127333 436995 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MANAGEMENT FEES 541610 2570158 2570158 SALE OF SERVICES 900099 203021 203021 2773179 3210174 2773179 0 0 0 0 224727 224727 0 1531686 1531686 148912 148912 186214 186214 125440 125440 0 14942 14942 179353 179353 0 0 0 144991 144991 1348 1348 16413 16413 54789 54789 0 140241 140241 18063 18063 0 9221 9221 0 0 5017 5017 19332 19332 TELEPHONE & UTILITIES 35497 35497 REPAIRS & MAINTENANCE 7385 7385 EQUIPMENT RENTAL 7590 7590 MISCELLANEOUS 24768 24768 2895929 0 2895929 0 X 1014039 1224907 0 0 0 0 14670 7335 0 0 0 0 0 0 0 0 27539 29556 72023 58281 11425 13742 0 0 0 0 0 0 0 0 277343 999236 1345016 2274776 56744 71343 0 0 0 63667 0 0 0 0 0 0 0 0 0 0 819602 1356851 876346 1491861 X 468670 782915 0 0 468670 782915 1345016 2274776 314245 X false true X true false X X X 2 GLENKIRK 362345191 7 true 0 0 SEARCH INC 237058758 7 true 0 0 2 true false false false false false false false false false false false false false false true RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29659 18579 11080 42364 39702 2662 13742 DUE FROM AFFILIATES 27672 CONSTRUCTION IN PROGRESS 178706 ROU ASSET 792858 999236 0 ACCRUED SALARIES AND PAYROLL 378097 DUE TO AFFILIATES 184148 LEASE LIABILITY 794606 PPP LOAN 0 1356851 38296494 35086320 35086320 3210174 3210174 36491246 33595317 33595317 2895929 2895929 SCHEDULE D, PART XI, LINE 2D- Revenue on books, not on return $35,086,320 - REVENUES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART XII, LINE 2D- expense on books, not on return $33,595,317 - EXPENSES RELATED TO AFFILIATE ORGANIZATIONS SCHEDULE D, PART X, LINE 2- FIN 48 (ASC 740) FOOTNOTE Management has analyzed the tax positions taken by the organization, and has concluded that as of June 30, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. X X X X X false true false false false false false false false Greg Petersen President/CEO 182879 32000 214879 Ernesto Hernandez Chief Information Officer 139652 22000 161652 Linda Coleman Assistant Treasurer 140882 20000 160882 KIMBERLY BERENBERG CEO OF GLENKIRK 166728 26535 193263 Part VI, Section B, Line 12c- Conflict of Interest Policy Any individual involved in a Keystone Alliance activity or decision-making process has an obligation to disclose any conflicting or potentially conflicting personal, professional or business interest he or she may have, directly or indirectly, with the affected activity or decision. Potentially conflicting interests may relate to Keystone Alliance's programs and services (e.g., educational courses) or its operations (e.g., contracts with third parties). In particular, participants in Keystone Alliance-related activities must disclose the positions they hold or relationships they have with other organizations or entities that may conflict, directly or indirectly, with their Keystone Alliance activities. They also have an obligation to disclose any significant financial interest in, or other relationship with, an entity having a "commercial interest" in the activity or in the outcome or deliverable of the activity. A commercial interest may exist not only where the entity's products or services are under consideration by Keystone Alliance, but also where the entity's products or services are in competition or potential competition with those under consideration or where the entity's products or services may be affected by the activity or outcome. By the disclosure of such interests, the Board of Directors or its designee(s) will be in a better position to determine whether the Participant may have an interest in conflict with the interests of Keystone Alliance. Although Keystone Alliance primarily is concerned with potential conflicts of interest involving individuals participating directly in Keystone Alliance-related activities, participants also should disclose interests or relationships of individuals with whom they directly share income (e.g., spouse, domestic partner, minor children). In addition, participants should disclose interests or relationships held by others that may affect the participant's decision-making (e.g., business partner), but only to the extent they are aware of such information. Participants do not need to determine the nature of every interest held by a sibling, business partner, etc. if they have no independent knowledge of such interests. In general, participants should err on the side of disclosure if in doubt as to whether it is required under the Policy. Participants should bring any questions regarding specific applications of the Policy to the attention of the Conflicts Administrator and/or legal counsel. Examples of relationships or interests related to Keystone Alliance which should be disclosed include, but are not limited to: Business Interests: Any employment or consulting arrangements that are current, proposed, or occurred within the previous three (3) years, that reasonably involve the interests of Keystone Alliance. Any material honoraria or other payments for seminar presentations, speeches or appearances. Financial Interests: Any material ownership interests in an entity having a commercial interest in an activity or matter under consideration by Keystone Alliance. Organizational Interests: All positions currently held or sought in Keystone Alliance (e.g., Board or committee member). A current or proposed relationship with Keystone Alliance (e.g., service provider, paid consultant, family member of consumer served by Keystone Alliance). Any leadership role in, or other relationship with, another commercial or volunteer organization or entity (e.g., board member, committee member, advisor) directly or indirectly related to Keystone Alliance. A "material" interest is one which, in view of all relevant circumstances, is substantial enough that it would, or reasonably could, affect a participant's judgment with respect to Keystone Alliance activities or transactions in which he or she is involved. The Keystone Alliance Conflict of Interest Disclosure Form is considered a part of the Conflict of Interest Policy and must be submitted by any individual participating in a Keystone Alliance activity, as determined by the Board of Directors. Initially, a participant's obligation to report actual, potential or apparent conflicts is discharged by completing the Disclosure Form. Participants remain under a continuing obligation, however, to report conflicts as they arise, including those that were not reported on the Disclosure Form, but which later become relevant to the Keystone Alliance activity in which they are involved. The Board also may require regular reporting at the start of Board, committee, and other meetings. Disclosure Forms will be kept on file at Keystone Alliance's office for a period of two (2) years, or one (1) year after the conclusion of the relevant activity or decision-making process, whichever is longer, unless otherwise determined by the Board. The Board of Directors has designated the Chief Executive Officer as Keystone Alliance's Conflicts Administrator. The Conflicts Administrator is responsible for receiving Disclosure Forms and, in consultation with the Board Chair, applicable Committee chair, and/or legal counsel, assessing the significance of a given interest or relationship to Keystone Alliance and determining the appropriate action to be taken in response to participants' disclosures of actual, potential or apparent conflicts of interest. If the Conflicts Administrator has any existing or potential conflict of interest, he or she will disclose that conflict to the current Board Chair. The Conflicts Administrator may, in his or her reasonable discretion, appoint an appropriate staff designee to receive, review and maintain Disclosure Forms. The Conflicts Administrator may be reached at 773.305.0740. As a general matter, individual Disclosure Forms will be made available only to the Conflicts Administrator, not to Keystone Alliance members or to others. However, the Disclosure Forms may be shared and/or information regarding the existence of individuals' interests or relationships may be disseminated, if necessary, to review and assess the conflict, determine whether further action is necessary, and inform other involved parties (e.g., at a Board or committee meeting, at an educational session, in a footnote to an article in a Keystone Alliance publication). The participant will be made aware if such information is to be disclosed beyond the Conflicts Administrator (or appropriate staff designee), Board Chair, applicable Committee chair, and legal counsel. In consultation with the Board Chair, applicable Committee chair, and/or legal counsel, the Conflicts Administrator will determine, based on the Disclosure Form and other relevant information, when an individual engaged in, or about to engage in, a Keystone Alliance-related activity or other matter under consideration has an actual, potential, or apparent conflict of interest requiring some response by Keystone Alliance. If the individual cannot otherwise resolve the conflict, the Board Chair, Committee chair, and/or Board of Directors may require any action it deems appropriate, including, but not limited to, the following: (1) Disclosure of the interest to the other participants in the decision- or policy-making body (e.g., Board, committee). (2) Written and, in some cases, oral disclosure of the interest (e.g., to an audience at an educational session). (3) Recusal from voting on a matter and limiting the individual's participation only to providing factual information benefiting the group discussion. (4) Complete recusal from a portion of a meeting or from other consideration of the subject matter. (5) Replacing the individual in the affected position or activity. In most instances, disclosure of the conflicting or potentially conflicting interest will itself suffice to protect Keystone Alliance's interests. In other words, once a conflict is fully disclosed to the relevant parties, they generally will be able to evaluate the possible influence of the disclosed interest. In situations where disclosure does not adequately deal with actual or potential problems, however, additional steps as described above may be necessary. All participants in Keystone Alliance-related activities must comply with the Keystone Alliance Conflict of Interest Policy by completing the Conflict of Interest Disclosure Form on an annual basis. It is the responsibility of the Conflicts Administrator and disinterested members of the Board of Directors, in consultation with legal counsel, to interpret and apply this Policy, and the Board and its designee(s) should use their best judgment in doing so. Part VI, Section B, Line 15b- Determination of Officer Compensation Keystone Alliance determines the compensation for the CEO, Executive Director and other top management positions through a process which includes procurement of comparability data through consultation with an independent executive compensation expert. Review of the comparability data by a Committee made up of independent members of the Board of Directors to ensure that all elements of total compensation are competitive and reasonable given the nature, mission, and operations of the organization and of the individual leadership roles. Contemporaneous documentation of the deliberations and recommendations of the Committee and the decisions of the full Board are appended to the official minutes of the meeting. Part VI, Section B, Line 11b- procedures to review Form 990 Both the CEO and CFO review a draft of the Form 990 and make the necessary revisions. The draft is then forwarded to all members of the Board of Directors for their review. Once comments and questions have been addressed, the Form 990 is finalized. Part VI, Section c, Line 19- availablitity of documents Keystone Alliance makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. 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